Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Aaron Pugh Aaron Pugh's Fidelity Investments Experience September 2012 - March 2014
Job Investment Advisor Representative
Industry Investment Management
Experience
Interactive Financial Advisors June 2014 - Present
Fidelity Investments September 2012 - March 2014
MonaVie Inc August 2010 - September 2012
Skills
Microsoft Excel, PowerPoint, Sales, Customer Service, Entrepreneurship, Spanish, Strategic Planning, Finance, Investments, Retirement Planning, Financial Analysis, IRAs, Business Planning, Insurance, Leadership, Public Speaking, Team Leadership, Retirement, Team Building
Education
Utah Valley University 2010 — 2012
Bachelor's degree, Business Management; Emphasis: Entrepreneurship
Dixie State College 2009 — 2010
Associate's degree, Business Administration and Management, General
Interactive Financial Advisors June 2014 - Present
Fidelity Investments September 2012 - March 2014
MonaVie Inc August 2010 - September 2012
Skills
Microsoft Excel, PowerPoint, Sales, Customer Service, Entrepreneurship, Spanish, Strategic Planning, Finance, Investments, Retirement Planning, Financial Analysis, IRAs, Business Planning, Insurance, Leadership, Public Speaking, Team Leadership, Retirement, Team Building
Education
Utah Valley University 2010 — 2012
Bachelor's degree, Business Management; Emphasis: Entrepreneurship
Dixie State College 2009 — 2010
Associate's degree, Business Administration and Management, General
Mark A. Andrews Mark A. Andrews's Fidelity Investments Experience March 1987 - September 1991
Job Senior Vice President, IT Service Delivery at HealthPlan Services
Industry Financial Services
Experience
HealthPlan Services June 2013 - Present
Utopic Software July 2012 - June 2013
Serve Virtual Enterprise/Amex November 2011 - July 2012
FIS/Fidelity Information Services December 2009 - November 2011
Certegy/FIS September 1991 - December 2009
Fidelity Investments March 1987 - September 1991
Skills
SDLC, Vendor Management, Disaster Recovery, Business Continuity, IT Management, Data Warehousing, PMO, Business Intelligence, Outsourcing, Process Improvement, E-commerce, Software Development, Mergers, Software Quality...
Education
Drew University
Bachelor of Arts, Economics
HealthPlan Services June 2013 - Present
Utopic Software July 2012 - June 2013
Serve Virtual Enterprise/Amex November 2011 - July 2012
FIS/Fidelity Information Services December 2009 - November 2011
Certegy/FIS September 1991 - December 2009
Fidelity Investments March 1987 - September 1991
Skills
SDLC, Vendor Management, Disaster Recovery, Business Continuity, IT Management, Data Warehousing, PMO, Business Intelligence, Outsourcing, Process Improvement, E-commerce, Software Development, Mergers, Software Quality...
Education
Drew University
Bachelor of Arts, Economics
Sean Hytry Sean Hytry's Fidelity Investments Experience September 1996 - March 2003
Job Brokerage Manager
Industry Financial Services
Experience
TD July 2013 - Present
E*TRADE Financial Corporation 2006 - 2013
Fidelity Investments September 1996 - March 2003
Skills
Series 24, Series 7, Series 65, Asset Allocation, Investments, Series 63, Mutual Funds, Uniform Combined State..., Securities, Wealth Management, Equities, Executive Management, Trading, FINRA
Education
Westminster College 1993 — 1999
Bachelor's degree, Business Administration and Management, General
Dixie State College 1986 — 1988
Associate's degree, General Studies
Murray High School
TD July 2013 - Present
E*TRADE Financial Corporation 2006 - 2013
Fidelity Investments September 1996 - March 2003
Skills
Series 24, Series 7, Series 65, Asset Allocation, Investments, Series 63, Mutual Funds, Uniform Combined State..., Securities, Wealth Management, Equities, Executive Management, Trading, FINRA
Education
Westminster College 1993 — 1999
Bachelor's degree, Business Administration and Management, General
Dixie State College 1986 — 1988
Associate's degree, General Studies
Murray High School
Henry Canizales Henry Canizales's Fidelity Investments Experience March 1998 - December 1999
Job Associate Vice President at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Nationstar Mortgage October 2009 - August 2014
Bank of America August 2007 - October 2009
JPMorgan Chase June 2002 - August 2007
Guaranty Bank May 2000 - June 2002
Fidelity Investments March 1998 - December 1999
Skills
Stock, Bonds, Access, Financial Analysis, Insurance, SQL Server, Excel, Business Analysis, Management, Microsoft Excel, Finance, Portfolio Management, Microsoft SQL Server, Data Analysis, Financial Modeling, Investments, Budgets, Financial Services, Mutual Funds, Securities, Analysis
Education
University of Miami - School of Business 2015 — 2016
Master of Science, Finance
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance and Investments
DeVry University 2004 — 2006
BA, Business Information Systems
Citi September 2014 - Present
Nationstar Mortgage October 2009 - August 2014
Bank of America August 2007 - October 2009
JPMorgan Chase June 2002 - August 2007
Guaranty Bank May 2000 - June 2002
Fidelity Investments March 1998 - December 1999
Skills
Stock, Bonds, Access, Financial Analysis, Insurance, SQL Server, Excel, Business Analysis, Management, Microsoft Excel, Finance, Portfolio Management, Microsoft SQL Server, Data Analysis, Financial Modeling, Investments, Budgets, Financial Services, Mutual Funds, Securities, Analysis
Education
University of Miami - School of Business 2015 — 2016
Master of Science, Finance
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance and Investments
DeVry University 2004 — 2006
BA, Business Information Systems
Saurav Jain, PMP Saurav Jain, PMP's Fidelity Investments Experience July 2005 - March 2006
Job Specialist Master, Deloitte Advisory
Industry Financial Services
Experience
Deloitte July 2013 - Present
Deloitte September 2009 - June 2013
Deloitte July 2007 - September 2009
Abacus Consultancy Services June 2003 - July 2007
JPM Chase March 2006 - September 2006
Fidelity Investments July 2005 - March 2006
US CELLULAR December 2004 - June 2005
McGraw Hill January 2004 - December 2004
BANK ONE July 2003 - December 2003
Skills
Testing, LoadRunner, Performance Testing, SDLC, Quality Assurance, Test Automation, Performance Tuning, Performance Engineering, Requirements Analysis, Agile Methodologies, Databases, PMP, Program Management, Quality Center, Software Project..., Automation, Test Planning, PMO, SQL, Performance Center, HP, Capacity Planning, Gamification, Microsoft SQL Server, Project Management, SiteScope, SQL Server, Agile, Omniture, Web Performance, Gephi, CRM, .NET
Education
The Johns Hopkins University 2014 — 2014
The Data Scientist’s Toolbox
University of Pennsylvania - The Wharton School 2012 — 2012
Gamification
Devi Ahilya Vishwavidyalaya
Bachelor's degree, Computer Engineering
Wright State University
Master's degree, Computer Science
Deloitte July 2013 - Present
Deloitte September 2009 - June 2013
Deloitte July 2007 - September 2009
Abacus Consultancy Services June 2003 - July 2007
JPM Chase March 2006 - September 2006
Fidelity Investments July 2005 - March 2006
US CELLULAR December 2004 - June 2005
McGraw Hill January 2004 - December 2004
BANK ONE July 2003 - December 2003
Skills
Testing, LoadRunner, Performance Testing, SDLC, Quality Assurance, Test Automation, Performance Tuning, Performance Engineering, Requirements Analysis, Agile Methodologies, Databases, PMP, Program Management, Quality Center, Software Project..., Automation, Test Planning, PMO, SQL, Performance Center, HP, Capacity Planning, Gamification, Microsoft SQL Server, Project Management, SiteScope, SQL Server, Agile, Omniture, Web Performance, Gephi, CRM, .NET
Education
The Johns Hopkins University 2014 — 2014
The Data Scientist’s Toolbox
University of Pennsylvania - The Wharton School 2012 — 2012
Gamification
Devi Ahilya Vishwavidyalaya
Bachelor's degree, Computer Engineering
Wright State University
Master's degree, Computer Science
Hope LeNoir Hope LeNoir's Fidelity Investments Experience December 2004 - Present
Job Forward Thinking Professional Development Strategist, Coach and Author
Industry Professional Training & Coaching
Experience
Rise and Fly (C), LLC 2011 - Present
Fidelity Investments December 2004 - Present
Skills
Leadership Development, Training, Staff Development, Event Planning, Entrepreneurship, Leadership, Team Building, Strategic Planning, Executive Coaching, Coaching, Public Speaking, Public Relations, Program Management, Customer Service, New Business Development, Employee Training, Management Consulting, Management, Coaching Staff, Operational Excellence, Workshop Facilitation, Lifestyle Coaching, Project Coordination, Report Writing, Interview Coaching, Presentation Coaching, Training & Development, Qualitative Research, Microsoft Office
Education
Dillard University
Bachelor of Arts (B.A.), Communications
Penn State University
Master of Arts (M.A.)
Rise and Fly (C), LLC 2011 - Present
Fidelity Investments December 2004 - Present
Skills
Leadership Development, Training, Staff Development, Event Planning, Entrepreneurship, Leadership, Team Building, Strategic Planning, Executive Coaching, Coaching, Public Speaking, Public Relations, Program Management, Customer Service, New Business Development, Employee Training, Management Consulting, Management, Coaching Staff, Operational Excellence, Workshop Facilitation, Lifestyle Coaching, Project Coordination, Report Writing, Interview Coaching, Presentation Coaching, Training & Development, Qualitative Research, Microsoft Office
Education
Dillard University
Bachelor of Arts (B.A.), Communications
Penn State University
Master of Arts (M.A.)
Cory Frey Cory Frey's Fidelity Investments Experience September 2014 - Present
Job Fidelity Tax Exempt Accounts
Industry Retail
Experience
Fidelity Investments September 2014 - Present
Movie Trading Company September 2009 - September 2014
Borders October 2007 - August 2009
GameStop September 2005 - August 2007
Hot Topic May 1999 - July 2005
United States Marine Corps June 1994 - June 1997
Skills
Customer Service..., Customer Service, Customer Experience, Payroll, Schedules, Inventory Management, Loss Prevention, Hiring, Performance Appraisal, Shipping, Banking, Invoicing, Merchandising, Employee Training, Recruiting, Distribution Center..., Retail, Sales, Leadership, Training, Store Management, Human Resources
Education
DeVry University 2004 — 2005
n/a, Computer Systems Networking and Telecommunications
Garland High School 1990 — 1994
General
Fidelity Investments September 2014 - Present
Movie Trading Company September 2009 - September 2014
Borders October 2007 - August 2009
GameStop September 2005 - August 2007
Hot Topic May 1999 - July 2005
United States Marine Corps June 1994 - June 1997
Skills
Customer Service..., Customer Service, Customer Experience, Payroll, Schedules, Inventory Management, Loss Prevention, Hiring, Performance Appraisal, Shipping, Banking, Invoicing, Merchandising, Employee Training, Recruiting, Distribution Center..., Retail, Sales, Leadership, Training, Store Management, Human Resources
Education
DeVry University 2004 — 2005
n/a, Computer Systems Networking and Telecommunications
Garland High School 1990 — 1994
General
John Meditz John Meditz's Fidelity Investments Experience November 1996 - November 2012
Job Data Integration Technical Designer at CGI
Industry Information Technology and Services
Experience
CGI September 2013 - Present
IT Consultant Self Employed November 2012 - September 2013
Fidelity Investments November 1996 - November 2012
Backyard Farms, a Fidelity Investments company 2008 - 2012
HR Access Solutions, formerly a Fidelity Investments company 2005 - 2012
KVH, a Fidelity Investments company 2002 - 2004
American Airlines 1982 - 1995
SkyChefs 1981 - 1982
Skills
Business Analysis, Requirements Analysis, SQL, Business Intelligence, Oracle, MySQL, Microsoft SQL Server, Salesforce.com System..., Salesforce.com..., ETL, Visual Basic, Data Conversion, MS Access, Requirements Gathering, Access, Unix, IT Strategy, Data Analysis, Vendor Management, SharePoint, Analysis, ERP, Databases, Strategy, Project Management, Networking, Management, Salesforce.com, SDLC, Visio, CRM, Integration, Disaster Recovery, IT Management, Enterprise Architecture, Software Project..., Solution Architecture, ITIL, Systems Analysis, Security, Enterprise Software
Education
Dickinson College 1977 — 1981
Bachelor of Arts (B.A.), Economics
CGI September 2013 - Present
IT Consultant Self Employed November 2012 - September 2013
Fidelity Investments November 1996 - November 2012
Backyard Farms, a Fidelity Investments company 2008 - 2012
HR Access Solutions, formerly a Fidelity Investments company 2005 - 2012
KVH, a Fidelity Investments company 2002 - 2004
American Airlines 1982 - 1995
SkyChefs 1981 - 1982
Skills
Business Analysis, Requirements Analysis, SQL, Business Intelligence, Oracle, MySQL, Microsoft SQL Server, Salesforce.com System..., Salesforce.com..., ETL, Visual Basic, Data Conversion, MS Access, Requirements Gathering, Access, Unix, IT Strategy, Data Analysis, Vendor Management, SharePoint, Analysis, ERP, Databases, Strategy, Project Management, Networking, Management, Salesforce.com, SDLC, Visio, CRM, Integration, Disaster Recovery, IT Management, Enterprise Architecture, Software Project..., Solution Architecture, ITIL, Systems Analysis, Security, Enterprise Software
Education
Dickinson College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Chris Allardice Chris Allardice's Fidelity Investments Experience November 2014 - Present
Job Senior QA Manager for Fidelity Institutional Technology
Industry Computer Software
Experience
Fidelity Investments November 2014 - Present
Skills
Quality Assurance, C++, iPhone, C#, Visual Studio, Objective-C, Flash, OpenGL, 3D Studio Max, Unreal Engine 3, DirectX, Quality Center, Programming, Documentation, Testing, Visual Basic, Visio, Writing, Microsoft Excel, Software Quality..., Waterfall, Agile Methodologies, Requirements Analysis, Software Documentation, HP Quality Center
Education
Fitchburg State University 1996 — 2000
Bachelor's Degree, Psychology, 3.4
DeVry University 2008 — 2011
Bachelor of Science, Game and Simulation Programming, 3.8
Leominster High School 1991 — 1995
Fidelity Investments November 2014 - Present
Skills
Quality Assurance, C++, iPhone, C#, Visual Studio, Objective-C, Flash, OpenGL, 3D Studio Max, Unreal Engine 3, DirectX, Quality Center, Programming, Documentation, Testing, Visual Basic, Visio, Writing, Microsoft Excel, Software Quality..., Waterfall, Agile Methodologies, Requirements Analysis, Software Documentation, HP Quality Center
Education
Fitchburg State University 1996 — 2000
Bachelor's Degree, Psychology, 3.4
DeVry University 2008 — 2011
Bachelor of Science, Game and Simulation Programming, 3.8
Leominster High School 1991 — 1995
Stacey Subaba Stacey Subaba's Fidelity Investments Experience October 1993 - January 1998
Job CA Dept of Public Health
Industry Public Safety
Experience
Nelson Staffing August 2012 - October 2012
Bank of America December 2011 - April 2012
Wells Fargo Bank October 2009 - April 2011
Kohl's Department Stores January 2009 - October 2009
Fidelity Investments October 1993 - January 1998
Skills
Microsoft Word, Microsoft Excel..., Outlook, IT Strategy, Customer-focused Service, Ten-Key by touch, 45 WPM Typing, Mainframe system MSP, Customer Service, Banking, Accounting
Education
Western Career College 2008 — 2009
Certificate Medical Assisting, CMA, 4.0
Diablo Valley College 1993 — 1997
Associate of Arts (AA), Social Sciences and Real Estate, 3.88
Nelson Staffing August 2012 - October 2012
Bank of America December 2011 - April 2012
Wells Fargo Bank October 2009 - April 2011
Kohl's Department Stores January 2009 - October 2009
Fidelity Investments October 1993 - January 1998
Skills
Microsoft Word, Microsoft Excel..., Outlook, IT Strategy, Customer-focused Service, Ten-Key by touch, 45 WPM Typing, Mainframe system MSP, Customer Service, Banking, Accounting
Education
Western Career College 2008 — 2009
Certificate Medical Assisting, CMA, 4.0
Diablo Valley College 1993 — 1997
Associate of Arts (AA), Social Sciences and Real Estate, 3.88
John Jack Huntington John Jack Huntington's Fidelity Investments Experience May 1998 - June 2000
Job Fund Chief Compliance Officer
Industry Investment Management
Experience
Foreside Financial Group, LLC September 2015 - Present
State Street May 2015 - September 2015
Citi October 2008 - May 2015
MetLife October 2004 - October 2008
PNC October 2003 - October 2004
Dechert LLP June 2000 - October 2003
Fidelity Investments May 1998 - June 2000
Skills
Securities Regulation, Corporate Governance, Legal Research, Legal Writing, Mutual Funds, ETFs, Investment Advisers Act, Investment Company Act, Investment Management, Fund Administration, Securities, Asset Management
Education
Drake University Law School 1993 — 1996
Doctor of Law (J.D.), Law
The University of Connecticut 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Sociology
Disney University 1991 — 1991
Mousters Degree
Foreside Financial Group, LLC September 2015 - Present
State Street May 2015 - September 2015
Citi October 2008 - May 2015
MetLife October 2004 - October 2008
PNC October 2003 - October 2004
Dechert LLP June 2000 - October 2003
Fidelity Investments May 1998 - June 2000
Skills
Securities Regulation, Corporate Governance, Legal Research, Legal Writing, Mutual Funds, ETFs, Investment Advisers Act, Investment Company Act, Investment Management, Fund Administration, Securities, Asset Management
Education
Drake University Law School 1993 — 1996
Doctor of Law (J.D.), Law
The University of Connecticut 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Sociology
Disney University 1991 — 1991
Mousters Degree
Chang won Lee's Fidelity Investments Experience July 2014 - Present
Job Equity Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Private Advisors, LLC May 2012 - August 2012
Beautyman Alvstad January 2012 - May 2012
Neater Pet Brands January 2012 - May 2012
Revolution Prep May 2011 - September 2011
Skills
Microsoft Office, Customer Service, JMP, Maple, Teaching, Mentoring, Public Speaking, Market Research, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor’s Degree, Finance & East Asian Studies, Summa Cum Laude
Doshisha University 2012 — 2012
Japanese Studies
CFA Program
Passed Level I of the CFA Program on July 2014, Passed Level II on July 2015.
Fidelity Investments July 2014 - Present
UBS Investment Bank June 2013 - August 2013
Private Advisors, LLC May 2012 - August 2012
Beautyman Alvstad January 2012 - May 2012
Neater Pet Brands January 2012 - May 2012
Revolution Prep May 2011 - September 2011
Skills
Microsoft Office, Customer Service, JMP, Maple, Teaching, Mentoring, Public Speaking, Market Research, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor’s Degree, Finance & East Asian Studies, Summa Cum Laude
Doshisha University 2012 — 2012
Japanese Studies
CFA Program
Passed Level I of the CFA Program on July 2014, Passed Level II on July 2015.
Brian Babineau Brian Babineau's Fidelity Investments Experience December 1996 - December 1998
Job EVP, Social Content Systems at Arnold Worldwide
Industry Marketing and Advertising
Experience
Arnold Worldwide October 2013 - Present
Digital Influence Group June 2009 - September 2013
Digitas December 1998 - June 2009
Fidelity Investments December 1996 - December 1998
Skills
Content Development, Behavioral Targeting, Digital Strategy, Digital Media, Social Media Marketing, Digital Marketing, SEO, Video, Marketing, Interactive Marketing, Creative Direction, Integrated Marketing
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Drew University 1990 — 1991
Arnold Worldwide October 2013 - Present
Digital Influence Group June 2009 - September 2013
Digitas December 1998 - June 2009
Fidelity Investments December 1996 - December 1998
Skills
Content Development, Behavioral Targeting, Digital Strategy, Digital Media, Social Media Marketing, Digital Marketing, SEO, Video, Marketing, Interactive Marketing, Creative Direction, Integrated Marketing
Education
University of Massachusetts, Amherst 1991 — 1994
BA, English
Drew University 1990 — 1991
James Seijas James Seijas's Fidelity Investments Experience June 2010 - September 2013
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
PDA Laboratories August 2012 - Present
Fidelity Investments June 2010 - September 2013
Barclays Capital April 2009 - May 2010
Bank of America August 1993 - March 2009
Skills
Investments, Equity Trading, Risk Management, Equities, Financial Risk, Trading, Options, Electronic Trading, Securities, Capital Markets, Prime Brokerage, Portfolio Management, Brokerage, Finance, Asset Management, Hedge Funds, Bloomberg, Financial Markets, Retirement Planning, Fixed Income
Education
Drew University 1986 — 1989
BA, Economics and Finance
Wells Fargo Advisors October 2013 - Present
PDA Laboratories August 2012 - Present
Fidelity Investments June 2010 - September 2013
Barclays Capital April 2009 - May 2010
Bank of America August 1993 - March 2009
Skills
Investments, Equity Trading, Risk Management, Equities, Financial Risk, Trading, Options, Electronic Trading, Securities, Capital Markets, Prime Brokerage, Portfolio Management, Brokerage, Finance, Asset Management, Hedge Funds, Bloomberg, Financial Markets, Retirement Planning, Fixed Income
Education
Drew University 1986 — 1989
BA, Economics and Finance
Carla Moverman's Fidelity Investments Experience May 2008 - August 2008
Job 4th Grade Teacher at Achievement First
Industry Education Management
Experience
Achievement First July 2012 - Present
LEARN Charter School Network July 2009 - June 2012
Teach for America June 2009 - June 2011
Fidelity Investments May 2008 - August 2008
Skills
Curriculum Design, Curriculum Development, Classroom Management, Differentiated..., Educational Leadership, Lesson Planning, Literacy, Tutoring, Teacher Training, Classroom
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Psychology and Economics
Dominican University 2009 — 2011
Master of Arts (M.A.), Education
Achievement First July 2012 - Present
LEARN Charter School Network July 2009 - June 2012
Teach for America June 2009 - June 2011
Fidelity Investments May 2008 - August 2008
Skills
Curriculum Design, Curriculum Development, Classroom Management, Differentiated..., Educational Leadership, Lesson Planning, Literacy, Tutoring, Teacher Training, Classroom
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Psychology and Economics
Dominican University 2009 — 2011
Master of Arts (M.A.), Education
Shailendra Gautam Shailendra Gautam's Fidelity Investments Experience December 2012 - April 2013
Job Assistant Vice President,OTC Derivatives at State Street
Industry Information Technology and Services
Experience
State Street April 2013 - Present
Fidelity Investments December 2012 - April 2013
State Street December 2010 - December 2012
Ameriprise Financial October 2010 - November 2010
MassMutual Financial Group May 2010 - October 2010
State Street April 2006 - May 2010
DB January 2005 - March 2006
Reliance Communications April 2001 - February 2003
Skills
Business Analysis, SDLC, Project Management, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Vendor Management, Process Improvement, Business Process..., Software Documentation, PMP, Agile Methodologies, User Acceptance Testing
Education
University of Bridgeport
Master of Science, Electrical Engineering
Dharmsinh Desai Institute of Technology
Bachelor of Engineering, Electronics and Communication
State Street April 2013 - Present
Fidelity Investments December 2012 - April 2013
State Street December 2010 - December 2012
Ameriprise Financial October 2010 - November 2010
MassMutual Financial Group May 2010 - October 2010
State Street April 2006 - May 2010
DB January 2005 - March 2006
Reliance Communications April 2001 - February 2003
Skills
Business Analysis, SDLC, Project Management, Business Requirements, Requirements Analysis, Requirements Gathering, Visio, Software Project..., Vendor Management, Process Improvement, Business Process..., Software Documentation, PMP, Agile Methodologies, User Acceptance Testing
Education
University of Bridgeport
Master of Science, Electrical Engineering
Dharmsinh Desai Institute of Technology
Bachelor of Engineering, Electronics and Communication
Robert Bierman Robert Bierman's Fidelity Investments Experience October 1999 - August 2002
Job Owner of Skyline Property Management
Industry Real Estate
Experience
Skyline Property Management March 2014 - Present
Benchmark Real Estate Services October 2011 - March 2012
Windermere Cronin Caplan Realty Group February 2005 - October 2011
IMS Capital Management October 2002 - December 2004
Fidelity Investments October 1999 - August 2002
Morgan Stanley Dean Witter November 1997 - October 1999
Circuit City September 1991 - October 1997
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Investments, Sellers, Investors, Property, Single Family Homes, Sales
Education
Humboldt State University 1988 — 1991
Bachelor of Science, Business Administration; Marketing
Diablo Valley College 1986 — 1988
Associate of Arts
Skyline Property Management March 2014 - Present
Benchmark Real Estate Services October 2011 - March 2012
Windermere Cronin Caplan Realty Group February 2005 - October 2011
IMS Capital Management October 2002 - December 2004
Fidelity Investments October 1999 - August 2002
Morgan Stanley Dean Witter November 1997 - October 1999
Circuit City September 1991 - October 1997
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Investments, Sellers, Investors, Property, Single Family Homes, Sales
Education
Humboldt State University 1988 — 1991
Bachelor of Science, Business Administration; Marketing
Diablo Valley College 1986 — 1988
Associate of Arts
Shrikant Joshi Shrikant Joshi's Fidelity Investments Experience April 2012 - May 2013
Job Application Support Engineer at Titian Software
Industry Information Technology and Services
Experience
Titian Software June 2013 - Present
Fidelity Investments April 2012 - May 2013
Quantronix Inc February 2001 - April 2012
Wellington Management February 2001 - February 2012
Tufts Health Plan August 1997 - February 2001
WIPRO Ltd 1997 - 2001
Hewlett-Packard June 1996 - August 1997
Blue Star Ltd. 1995 - 1997
Bajaj Auto Ltd 1991 - 1995
Skills
IT Project Management, Business Analysis, Requirements Analysis, Testing, Quality Assurance, Documentation, Problem Solving, SQL, Unix, Integration, Perl, Oracle SQL, Programming, Systems Analysis, SDLC, Project Planning, Windows, Linux, HTML, ETL, JavaScript, COBOL, SQL Server, PL/SQL, Software Development, Data, Root Cause Analysis, Troubleshooting, Incident Management, Problem Management, Project Management, Application Support, Production Support, Operations Management, Technical Support, Software Documentation, Agile Methodologies, Enterprise Architecture, Data Warehousing, Data Modeling, Software Project..., Requirements Gathering, Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1995
MBA, Finance
Government Engineering College Aurangabad, Maharashtra, India 1987 — 1991
Bachelor of Engineering, Computer Science and Engineering
J. E.S. College, Jalna, Maharashtra, India
Titian Software June 2013 - Present
Fidelity Investments April 2012 - May 2013
Quantronix Inc February 2001 - April 2012
Wellington Management February 2001 - February 2012
Tufts Health Plan August 1997 - February 2001
WIPRO Ltd 1997 - 2001
Hewlett-Packard June 1996 - August 1997
Blue Star Ltd. 1995 - 1997
Bajaj Auto Ltd 1991 - 1995
Skills
IT Project Management, Business Analysis, Requirements Analysis, Testing, Quality Assurance, Documentation, Problem Solving, SQL, Unix, Integration, Perl, Oracle SQL, Programming, Systems Analysis, SDLC, Project Planning, Windows, Linux, HTML, ETL, JavaScript, COBOL, SQL Server, PL/SQL, Software Development, Data, Root Cause Analysis, Troubleshooting, Incident Management, Problem Management, Project Management, Application Support, Production Support, Operations Management, Technical Support, Software Documentation, Agile Methodologies, Enterprise Architecture, Data Warehousing, Data Modeling, Software Project..., Requirements Gathering, Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1995
MBA, Finance
Government Engineering College Aurangabad, Maharashtra, India 1987 — 1991
Bachelor of Engineering, Computer Science and Engineering
J. E.S. College, Jalna, Maharashtra, India
Clint Christensen's Fidelity Investments Experience 1999 - October 2007
Job Certified Financial Planner,CFP®
Industry Investment Management
Experience
Brighton Jones, LLC. November 2007 - Present
Youth Leadership Institute 2008 - 2012
Fidelity Investments 1999 - October 2007
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Hedge Funds, Strategic Financial..., Investments, Estate Planning, Asset Managment, Securities, Asset Allocation, Leadership, Wealth, Financial Services, 401k, Fixed Income, Financial Planners, Fixed Annuities, Finance, Wealth Management, Certified Financial...
Education
Dominican University of California
MBA, Global Strategic Management
The American College
Certified Financial Planning Prep Courses
Westminster College
BS, Business Finance
Brighton Jones, LLC. November 2007 - Present
Youth Leadership Institute 2008 - 2012
Fidelity Investments 1999 - October 2007
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Hedge Funds, Strategic Financial..., Investments, Estate Planning, Asset Managment, Securities, Asset Allocation, Leadership, Wealth, Financial Services, 401k, Fixed Income, Financial Planners, Fixed Annuities, Finance, Wealth Management, Certified Financial...
Education
Dominican University of California
MBA, Global Strategic Management
The American College
Certified Financial Planning Prep Courses
Westminster College
BS, Business Finance
Bret Benham Bret Benham's Fidelity Investments Experience 2001 - 2004
Job Senior Vice President, Retirement at Ameritas
Industry Financial Services
Experience
Ameritas August 2013 - Present
Confluent Solution Group LLC 2012 - August 2013
Benham Consulting LLC 2008 - August 2013
Innovation Partners, LLC September 2010 - July 2012
TIAA-CREF Life Insurance Company 2004 - 2008
TIAA-CREF 2004 - 2008
Fidelity Investments 2001 - 2004
Kansas City Life Insurance Company 1991 - 2000
Tillinghast, a Towers Perrin Company 1987 - 1991
Principal Financial Group 1983 - 1987
Skills
Investments, Insurance, Executive Management, Financial Modeling, Mergers & Acquisitions, Thought Leadership, Venture Integration
Education
Drake University 1982 — 1983
MBA
Drake University 1978 — 1982
BSBA, Operations and Production Management
Ameritas August 2013 - Present
Confluent Solution Group LLC 2012 - August 2013
Benham Consulting LLC 2008 - August 2013
Innovation Partners, LLC September 2010 - July 2012
TIAA-CREF Life Insurance Company 2004 - 2008
TIAA-CREF 2004 - 2008
Fidelity Investments 2001 - 2004
Kansas City Life Insurance Company 1991 - 2000
Tillinghast, a Towers Perrin Company 1987 - 1991
Principal Financial Group 1983 - 1987
Skills
Investments, Insurance, Executive Management, Financial Modeling, Mergers & Acquisitions, Thought Leadership, Venture Integration
Education
Drake University 1982 — 1983
MBA
Drake University 1978 — 1982
BSBA, Operations and Production Management
John Bellontine John Bellontine's Fidelity Investments Experience March 1996 - May 2011
Job Financial Advisor at LPL Finanical
Industry Financial Services
Experience
LPL Financial June 2011 - Present
Fidelity Investments March 1996 - May 2011
McLaughlin, Piven December 1993 - March 1996
Skills
Financial Planning, 401k, Retirement, Wealth Accumulation, Investments, Strategic Financial..., Life Insurance, Personal Finance, Series 7, Series 63, 401k Rollovers, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Estate Planning, Alternative Investments, IRAs, Asset Management
Education
Dowling College 1998 — 2000
MBA, Finance
SUNY New Paltz 1986 — 1990
Bachelor, Business Administration and Management, General
Carmel High School 1981 — 1985
LPL Financial June 2011 - Present
Fidelity Investments March 1996 - May 2011
McLaughlin, Piven December 1993 - March 1996
Skills
Financial Planning, 401k, Retirement, Wealth Accumulation, Investments, Strategic Financial..., Life Insurance, Personal Finance, Series 7, Series 63, 401k Rollovers, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Estate Planning, Alternative Investments, IRAs, Asset Management
Education
Dowling College 1998 — 2000
MBA, Finance
SUNY New Paltz 1986 — 1990
Bachelor, Business Administration and Management, General
Carmel High School 1981 — 1985
Jon Beveridge Jon Beveridge's Fidelity Investments Experience April 2000 - July 2003
Job Service Coordinator at E.S. Beveridge & Associates, Inc.
Industry Insurance
Experience
E.S. Beveridge & Associates, Inc. July 2003 - Present
Fidelity Investments April 2000 - July 2003
Principal Financial Group June 1994 - April 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Employee Benefits, Management, Insurance, Microsoft Word, Health Insurance, PowerPoint, Leadership, Account Management, Analysis, ERISA, Training
Education
Drake University 1995 — 1996
Greenville College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
E.S. Beveridge & Associates, Inc. July 2003 - Present
Fidelity Investments April 2000 - July 2003
Principal Financial Group June 1994 - April 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Employee Benefits, Management, Insurance, Microsoft Word, Health Insurance, PowerPoint, Leadership, Account Management, Analysis, ERISA, Training
Education
Drake University 1995 — 1996
Greenville College 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Prashant Gandhi's Fidelity Investments Experience March 2008 - September 2010
Job Associate
Industry Computer Software
Experience
JPMorgan Chase August 2013 - Present
Retail Decisions February 2013 - July 2013
Citi Group September 2010 - February 2013
Fidelity Investments March 2008 - September 2010
Infrasoft Technologies January 2007 - March 2008
i-engineering pvt. ltd. July 2006 - January 2007
Shri Dinesh Mills Ltd April 2005 - June 2006
GenNext Solutions September 2004 - April 2005
Skills
Hibernate, Java Enterprise Edition, JSP, Spring, Struts, Spring Framework, JDBC, Servlets, JavaScript, jQuery, Java, AJAX, PL/SQL, Web Applications, HTML, Flex, JSON, Log4j, MVC, Agile Methodologies, ActionScript, JUnit, Cairngorm, PureMVC, Core Java, Weblogic, J2EE, Eclipse, CVS
Education
Dharmsinh Desai Institute of Technology 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
Sardar Patel University 1998 — 2001
B.Sc, Chemistry
IPCL School 1996 — 1998
Higher Secondary Certificate
Vidya Vihar School 1990 — 1996
Secondary School Certificate
IPCL School 1986 — 1990
JPMorgan Chase August 2013 - Present
Retail Decisions February 2013 - July 2013
Citi Group September 2010 - February 2013
Fidelity Investments March 2008 - September 2010
Infrasoft Technologies January 2007 - March 2008
i-engineering pvt. ltd. July 2006 - January 2007
Shri Dinesh Mills Ltd April 2005 - June 2006
GenNext Solutions September 2004 - April 2005
Skills
Hibernate, Java Enterprise Edition, JSP, Spring, Struts, Spring Framework, JDBC, Servlets, JavaScript, jQuery, Java, AJAX, PL/SQL, Web Applications, HTML, Flex, JSON, Log4j, MVC, Agile Methodologies, ActionScript, JUnit, Cairngorm, PureMVC, Core Java, Weblogic, J2EE, Eclipse, CVS
Education
Dharmsinh Desai Institute of Technology 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
Sardar Patel University 1998 — 2001
B.Sc, Chemistry
IPCL School 1996 — 1998
Higher Secondary Certificate
Vidya Vihar School 1990 — 1996
Secondary School Certificate
IPCL School 1986 — 1990
Dennis E. Nelson, CFP Dennis E. Nelson, CFP's Fidelity Investments Experience 1975 - 1985
Job DENCO Financial Group
Industry Financial Services
Experience
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
Lisan Adams, ERPA, QPA Lisan Adams, ERPA, QPA's Fidelity Investments Experience June 2001 - July 2004
Job VP of Retirement Plan Servces at Heartland Financial USA, Inc.
Industry Banking
Experience
Heartland Financial USA, Inc. June 2006 - Present
Dubuque Bank & Trust June 2006 - Present
Fifth Third Bank July 2004 - June 2006
Fidelity Investments June 2001 - July 2004
MetLife September 1997 - June 2001
Education
Drake University 1991 — 1992
MBA, Finance
Texas A&M University 1988 — 1991
BS, Economics
Heartland Financial USA, Inc. June 2006 - Present
Dubuque Bank & Trust June 2006 - Present
Fifth Third Bank July 2004 - June 2006
Fidelity Investments June 2001 - July 2004
MetLife September 1997 - June 2001
Education
Drake University 1991 — 1992
MBA, Finance
Texas A&M University 1988 — 1991
BS, Economics
Sonya Church Bessong Sonya Church Bessong's Fidelity Investments Experience
Job Director, Workplace Investing DC Implementations
Industry Financial Services
Experience
Fidelity Investments
Skills
Retirement, Financial Services, Mutual Funds, 401k, Relationship Management, Client Services, Investments, Leadership, Retirement Planning, Project Management, Asset Allocation, Defined Benefit, Pensions
Education
Dickinson College
Fidelity Investments
Skills
Retirement, Financial Services, Mutual Funds, 401k, Relationship Management, Client Services, Investments, Leadership, Retirement Planning, Project Management, Asset Allocation, Defined Benefit, Pensions
Education
Dickinson College
Bonita Bender Bonita Bender's Fidelity Investments Experience April 2008 - December 2008
Job Safety and security
Industry Security and Investigations
Experience
G4S October 2014 - Present
Denton State School Learning Center January 2011 - September 2015
Albertsons Inc May 2009 - March 2011
Wise Tax Service January 2008 - April 2009
Fidelity Investments April 2008 - December 2008
Tarrant County Sheriff Department July 2005 - November 2007
Professional Security Inc April 2004 - April 2005
Wisconsin Resource Center January 1995 - July 2003
CNA Certification October 2000 - October 2002
U. S. Army - Regular and Reserve June 1987 - February 1995
Education
DeVry University 2006 — 2012
Bachelor, Science and Business Administration; Accounting
High School
G4S October 2014 - Present
Denton State School Learning Center January 2011 - September 2015
Albertsons Inc May 2009 - March 2011
Wise Tax Service January 2008 - April 2009
Fidelity Investments April 2008 - December 2008
Tarrant County Sheriff Department July 2005 - November 2007
Professional Security Inc April 2004 - April 2005
Wisconsin Resource Center January 1995 - July 2003
CNA Certification October 2000 - October 2002
U. S. Army - Regular and Reserve June 1987 - February 1995
Education
DeVry University 2006 — 2012
Bachelor, Science and Business Administration; Accounting
High School
Curtis Acosta Curtis Acosta's Fidelity Investments Experience December 2002 - November 2008
Job Business Specialist at Apple Fifth Avenue
Industry Consumer Electronics
Experience
Apple November 2012 - Present
Apple November 2010 - November 2012
Apple November 2009 - November 2010
Fidelity Investments December 2002 - November 2008
Skills
Mac OS, OSX, iOS, Driving Results, Sales Operations, Team Leadership, People Development, Enterprise Software, OS X, iWork, iLife, Customer Service, iPhone, Retail, Sales, Customer Experience, iPod, iPhoto, iTunes, Retail Sales, Leadership, Time Management, Consumer Electronics, Apple Certified, Account Management, Mac OS X Server, Employee Training, Computer Hardware, Technical Support, Microsoft Word, CRM, Mobile Devices, Direct Sales, Solution Selling, iPhone Support, Business Analysis
Education
DeVry Institute of Technology
Apple November 2012 - Present
Apple November 2010 - November 2012
Apple November 2009 - November 2010
Fidelity Investments December 2002 - November 2008
Skills
Mac OS, OSX, iOS, Driving Results, Sales Operations, Team Leadership, People Development, Enterprise Software, OS X, iWork, iLife, Customer Service, iPhone, Retail, Sales, Customer Experience, iPod, iPhoto, iTunes, Retail Sales, Leadership, Time Management, Consumer Electronics, Apple Certified, Account Management, Mac OS X Server, Employee Training, Computer Hardware, Technical Support, Microsoft Word, CRM, Mobile Devices, Direct Sales, Solution Selling, iPhone Support, Business Analysis
Education
DeVry Institute of Technology
Catherine M. Merlo Catherine M. Merlo's Fidelity Investments Experience 1996 - 2004
Job Graduate Career Adviser | Facilitator | Course Designer | Social Media Manager at Babson College
Industry Higher Education
Experience
Babson College 2014 - Present
Needham Community Education 2013 - 2014
Babson College 2010 - 2014
Keystone Associates 2009 - 2010
Babson College 2009 - 2009
Veritude 2004 - 2008
Fidelity Investments 1996 - 2004
Bank of America 1989 - 1996
Skills
Career Counseling, Career Development, Resume Writing, Recruiting, Interviews, Executive Coaching, Job Search Strategies, Human Resources, Interview Preparation, Coaching, Career Management, Consulting, Talent Management, Interviewing Skills, Training, Mock Interviews, College Recruiting, Temporary Placement, Performance Management, Cover Letters, Networking, Benefits Negotiation, Job Search, Outplacement
Education
Bentley University 1985 — 1989
Certificate, Human Resource Administration
Suffolk University 1984 — 1989
Master of Public Administration (M.P.A.), Local, State & Federal Government
Dickinson College 1975 — 1979
Bachelor of Arts (B.A.), Music
Babson College 2014 - Present
Needham Community Education 2013 - 2014
Babson College 2010 - 2014
Keystone Associates 2009 - 2010
Babson College 2009 - 2009
Veritude 2004 - 2008
Fidelity Investments 1996 - 2004
Bank of America 1989 - 1996
Skills
Career Counseling, Career Development, Resume Writing, Recruiting, Interviews, Executive Coaching, Job Search Strategies, Human Resources, Interview Preparation, Coaching, Career Management, Consulting, Talent Management, Interviewing Skills, Training, Mock Interviews, College Recruiting, Temporary Placement, Performance Management, Cover Letters, Networking, Benefits Negotiation, Job Search, Outplacement
Education
Bentley University 1985 — 1989
Certificate, Human Resource Administration
Suffolk University 1984 — 1989
Master of Public Administration (M.P.A.), Local, State & Federal Government
Dickinson College 1975 — 1979
Bachelor of Arts (B.A.), Music
Trinity Hill Trinity Hill's Fidelity Investments Experience October 2012 - January 2013
Job Benefits Implementation Consultant at OneSOurce Virtual
Industry Human Resources
Experience
OneSource Virtual August 2015 - Present
Insala September 2013 - August 2015
Insala January 2013 - September 2013
Fidelity Investments October 2012 - January 2013
Keller Graduate School of Management June 2010 - June 2012
Mercer Human Resource Consulting August 2010 - February 2011
T-Mobile USA September 2008 - August 2010
American Airlines Client Services September 2008 - August 2010
ADT Security Services September 2006 - September 2008
ADT Security Services October 2003 - September 2008
Skills
Software Implementation, Training Delivery, Human Resources, Training, Management, Customer Service, Recruiting, Resume Writing, Employee Relations, Time Management, HRIS, Coaching, Hiring, Employee Benefits, Leadership, Team Leadership, Analysis, Benefits, HR Solutions, Call Centers, Leadership Development, Team Building, Performance Management, Talent Acquisition, Applicant Tracking..., Onboarding, Employee Engagement, Talent Management, Technical Recruiting, Career Development, Employee Training, Interviews, Career Counseling, Organizational..., Personnel Management, Benefits Administration, Deferred Compensation, Account Management, New Hire Orientations, Organizational..., System Administration, HR Consulting, Teamwork, Job Descriptions, Consulting, Program Management, Strategy, Sales, Microsoft Office, Succession Planning
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Human Resources
DeVry University 2007 — 2010
Bachelor's of Technical Management, Human Resources
OneSource Virtual August 2015 - Present
Insala September 2013 - August 2015
Insala January 2013 - September 2013
Fidelity Investments October 2012 - January 2013
Keller Graduate School of Management June 2010 - June 2012
Mercer Human Resource Consulting August 2010 - February 2011
T-Mobile USA September 2008 - August 2010
American Airlines Client Services September 2008 - August 2010
ADT Security Services September 2006 - September 2008
ADT Security Services October 2003 - September 2008
Skills
Software Implementation, Training Delivery, Human Resources, Training, Management, Customer Service, Recruiting, Resume Writing, Employee Relations, Time Management, HRIS, Coaching, Hiring, Employee Benefits, Leadership, Team Leadership, Analysis, Benefits, HR Solutions, Call Centers, Leadership Development, Team Building, Performance Management, Talent Acquisition, Applicant Tracking..., Onboarding, Employee Engagement, Talent Management, Technical Recruiting, Career Development, Employee Training, Interviews, Career Counseling, Organizational..., Personnel Management, Benefits Administration, Deferred Compensation, Account Management, New Hire Orientations, Organizational..., System Administration, HR Consulting, Teamwork, Job Descriptions, Consulting, Program Management, Strategy, Sales, Microsoft Office, Succession Planning
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Human Resources
DeVry University 2007 — 2010
Bachelor's of Technical Management, Human Resources
Larry Scott's Fidelity Investments Experience 1994 - 1997
Job President at Weft
Industry Information Technology and Services
Experience
Weft August 2015 - Present
Weft June 2015 - Present
EMC January 2015 - May 2015
EMC March 2011 - December 2014
Ness Technologies September 2008 - March 2011
Sun Microsystems August 2003 - July 2008
Totality October 2000 - July 2003
Cambridge Technology Partners November 1997 - October 2000
Fidelity Investments 1994 - 1997
Thomson Financial 1990 - 1993
Skills
Consulting, Financial Services, Telecommunications, Cloud Computing, Business Development, IT Strategy, Mergers, Enterprise Software, SaaS, Program Management, Product Management, Business Analysis, Strategy, Business Intelligence, Management Consulting, Outsourcing, Process Improvement, Start-ups, Leadership, Vendor Management, Pre-sales, Cross-functional Team..., Management, Integration, CRM, Professional Services, Solution Selling, Sales, Go-to-market Strategy, Product Development, Business Alliances, Mergers & Acquisitions, Enterprise Architecture, Business Process, Analytics, Salesforce.com, E-commerce, Executive Management, Business Process..., Strategic Partnerships, Managed Services, Data Center, Business Strategy, Business Transformation, Wine Tasting
Education
Dickinson College 1977 — 1981
BA, Economics, Political Science
Georgetown University 1980 — 1980
Fall Semester 1980, Economics
Weft August 2015 - Present
Weft June 2015 - Present
EMC January 2015 - May 2015
EMC March 2011 - December 2014
Ness Technologies September 2008 - March 2011
Sun Microsystems August 2003 - July 2008
Totality October 2000 - July 2003
Cambridge Technology Partners November 1997 - October 2000
Fidelity Investments 1994 - 1997
Thomson Financial 1990 - 1993
Skills
Consulting, Financial Services, Telecommunications, Cloud Computing, Business Development, IT Strategy, Mergers, Enterprise Software, SaaS, Program Management, Product Management, Business Analysis, Strategy, Business Intelligence, Management Consulting, Outsourcing, Process Improvement, Start-ups, Leadership, Vendor Management, Pre-sales, Cross-functional Team..., Management, Integration, CRM, Professional Services, Solution Selling, Sales, Go-to-market Strategy, Product Development, Business Alliances, Mergers & Acquisitions, Enterprise Architecture, Business Process, Analytics, Salesforce.com, E-commerce, Executive Management, Business Process..., Strategic Partnerships, Managed Services, Data Center, Business Strategy, Business Transformation, Wine Tasting
Education
Dickinson College 1977 — 1981
BA, Economics, Political Science
Georgetown University 1980 — 1980
Fall Semester 1980, Economics
Saurabh Gupta Saurabh Gupta's Fidelity Investments Experience November 2010 - September 2011
Job Senior Agile Coach / SAFe Program Consultant
Industry Computer Software
Experience
Accenture May 2013 - Present
Sapient September 2011 - May 2013
Fidelity Investments November 2010 - September 2011
Citi January 2010 - November 2010
Web Spiders January 2010 - November 2010
Cablevision January 2009 - December 2009
NYK Line July 2007 - December 2008
Cognizant Technology Solutions November 2005 - July 2007
Metropolitan Life Insurance Company November 2005 - July 2007
GM October 2003 - November 2005
Skills
SDLC, Software Project..., Agile Methodologies, Requirements Analysis, Program Management, Software Development, Account Management, Project Delivery, PMP, Business Analysis, Project Management, Testing, Analysis, Project Planning, Management, Visio, Change Management, Process Improvement, Product Management, Team Management, Leadership, Risk Management, MS Project, CSM
Education
University of Wales, Cardiff, U.K. 1996 — 1997
MBA, Computer Science, Business Administration
Devi Ahilya Vishwavidyalaya 1993 — 1996
BMS, Computer Science, Business Administration
Accenture May 2013 - Present
Sapient September 2011 - May 2013
Fidelity Investments November 2010 - September 2011
Citi January 2010 - November 2010
Web Spiders January 2010 - November 2010
Cablevision January 2009 - December 2009
NYK Line July 2007 - December 2008
Cognizant Technology Solutions November 2005 - July 2007
Metropolitan Life Insurance Company November 2005 - July 2007
GM October 2003 - November 2005
Skills
SDLC, Software Project..., Agile Methodologies, Requirements Analysis, Program Management, Software Development, Account Management, Project Delivery, PMP, Business Analysis, Project Management, Testing, Analysis, Project Planning, Management, Visio, Change Management, Process Improvement, Product Management, Team Management, Leadership, Risk Management, MS Project, CSM
Education
University of Wales, Cardiff, U.K. 1996 — 1997
MBA, Computer Science, Business Administration
Devi Ahilya Vishwavidyalaya 1993 — 1996
BMS, Computer Science, Business Administration
Peggy Caldwell Peggy Caldwell's Fidelity Investments Experience 1992 - 1999
Job Managing Director at Liora Partners (formerly Veritage Group)
Industry Financial Services
Experience
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Liora Partners May 2009 - Present
ING Investment Management March 2002 - January 2009
Barclays Global Investors 1999 - 2002
Fidelity Investments 1992 - 1999
Salomon Brothers Inc 1981 - 1988
Skills
Asset, Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Valuation, Series 7, Equities, Investment Management, Derivatives, Corporate Finance, Mutual Funds, Emerging Markets, Strategy, Fund Of Funds, Funding, Financial Markets, Securities, Asset Management, Fixed Income, Investments, Investment Strategies, Relationship Management, Investment Banking, Business Development, Portfolio Management, Investment Advisory, Institutional..., Mergers & Acquisitions, Bloomberg, Capital, Capital Markets, Structured Products, IPO, Bonds
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BS, Biology with Honors, summa cum laude
Brandon Berne Brandon Berne's Fidelity Investments Experience April 2015 - Present
Job Deployment Technician at American Modern Insurance Group
Industry Computer & Network Security
Experience
Fidelity Investments April 2015 - Present
American Modern Insurance Group March 2015 - April 2015
Citi June 2013 - March 2015
Citi February 2013 - June 2013
Citi August 2012 - June 2013
Robert Half Technology July 2011 - August 2012
SBComp March 2007 - December 2010
Skills
Servers, Hardware, Help Desk Support, Windows Vista, Windows 2000, Active Directory, Windows Server, Windows XP, Windows 7, Network Administration, VMware, Networking, Technical Support, Microsoft Exchange, Troubleshooting, Computer Hardware, System Administration, VPN, Network Security, Disaster Recovery, Printers, Antivirus, Visio, SQL, Operating Systems, Microsoft Office, Security, Customer Service, Information Technology, Databases, Information Security
Education
DeVry University 2008 — 2013
Bachelor's, Computer Information Systems
Newport Alternate High School 2001 — 2001
GED & high school diploma
Fidelity Investments April 2015 - Present
American Modern Insurance Group March 2015 - April 2015
Citi June 2013 - March 2015
Citi February 2013 - June 2013
Citi August 2012 - June 2013
Robert Half Technology July 2011 - August 2012
SBComp March 2007 - December 2010
Skills
Servers, Hardware, Help Desk Support, Windows Vista, Windows 2000, Active Directory, Windows Server, Windows XP, Windows 7, Network Administration, VMware, Networking, Technical Support, Microsoft Exchange, Troubleshooting, Computer Hardware, System Administration, VPN, Network Security, Disaster Recovery, Printers, Antivirus, Visio, SQL, Operating Systems, Microsoft Office, Security, Customer Service, Information Technology, Databases, Information Security
Education
DeVry University 2008 — 2013
Bachelor's, Computer Information Systems
Newport Alternate High School 2001 — 2001
GED & high school diploma
Thomas Di Giovanni Thomas Di Giovanni's Fidelity Investments Experience September 1996 - May 1999
Job Director, IB Risk Controls Strategy & Design
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
SunGard Consulting Services February 2012 - September 2014
Deloitte & Touche March 2010 - February 2012
SunGard Consulting Services May 2007 - March 2010
Westwater Corp June 2006 - May 2007
Capco August 2005 - June 2006
Broadridge (previously ADP Brokerage Services Group) October 1999 - August 2005
Oppenheimer & Co. (previously Fahnestock & Co.) June 1999 - October 1999
Fidelity Investments September 1996 - May 1999
Skills
Strategy, Leadership, Equities, Banking, IT Strategy, Integration, Capital Markets, Management, Financial Services, Back Office, Business Transformation, Program Management, Business Analysis, Operations Management, Governance, SDLC, Executive Management, Mutual Funds, Business Process..., Fixed Income, Enterprise Risk..., Business Intelligence, Trading, Analysis, PMO, Project Portfolio..., Order & Execution..., FIX, Trading Compliance &..., Equity and Option..., Streetside functions, Clearing models, Asset Servicing..., Mutual Fund Operations, Front Office functions, MIddle Office functions, Back Office functions, Business Strategy, Derivatives, Process Improvement, Business Process Design, Change Management, Dodd-Frank, Risk Controls, Operational Risk, Business Process
Education
Dowling College 2002 — 2004
Masters of Business Administration, General Management
Pace University - Lubin School of Business
Bachelor of Business Administration, Business Economics
Credit Suisse October 2014 - Present
SunGard Consulting Services February 2012 - September 2014
Deloitte & Touche March 2010 - February 2012
SunGard Consulting Services May 2007 - March 2010
Westwater Corp June 2006 - May 2007
Capco August 2005 - June 2006
Broadridge (previously ADP Brokerage Services Group) October 1999 - August 2005
Oppenheimer & Co. (previously Fahnestock & Co.) June 1999 - October 1999
Fidelity Investments September 1996 - May 1999
Skills
Strategy, Leadership, Equities, Banking, IT Strategy, Integration, Capital Markets, Management, Financial Services, Back Office, Business Transformation, Program Management, Business Analysis, Operations Management, Governance, SDLC, Executive Management, Mutual Funds, Business Process..., Fixed Income, Enterprise Risk..., Business Intelligence, Trading, Analysis, PMO, Project Portfolio..., Order & Execution..., FIX, Trading Compliance &..., Equity and Option..., Streetside functions, Clearing models, Asset Servicing..., Mutual Fund Operations, Front Office functions, MIddle Office functions, Back Office functions, Business Strategy, Derivatives, Process Improvement, Business Process Design, Change Management, Dodd-Frank, Risk Controls, Operational Risk, Business Process
Education
Dowling College 2002 — 2004
Masters of Business Administration, General Management
Pace University - Lubin School of Business
Bachelor of Business Administration, Business Economics
John Washington John Washington's Fidelity Investments Experience May 1997 - August 2001
Job CCNA, Security+, Oracle Solaris 9/10 System/Network Administrator, MCP
Industry Higher Education
Experience
Texas State Technical College September 2002 - Present
Fidelity Investments May 1997 - August 2001
Verizon (GTE) Supply July 1994 - April 1997
Skills
Operating Systems, System Administration, TCP/IP, Troubleshooting, VMware, Networking, DNS, Computer Hardware, Network Security, Disaster Recovery, Network Administration, Windows 7, Cisco Routers, Cisco Technologies, Technical Support, Windows Server, DHCP, CCNA, Visio, Cisco Certified, Wireless Networking, Cisco Wireless, Servers, Computer Security, OSPF, Distance Learning, Windows, Information Security, Routers, Active Directory, Cisco IOS, Linux, Help Desk Support, Switches, Firewalls, Software Installation, Security, SunOS, Problem Solving, RIP, Network Design, Customer Oriented, Solaris, LAN-WAN, Analytical Skills, State SkillsUSA Judge
Education
DeVry University-Texas
Bachelor's Degree, Information Technology
Keller Graduate School of Management of DeVry University
Master's Degree, Information Security
Texas State Technical College September 2002 - Present
Fidelity Investments May 1997 - August 2001
Verizon (GTE) Supply July 1994 - April 1997
Skills
Operating Systems, System Administration, TCP/IP, Troubleshooting, VMware, Networking, DNS, Computer Hardware, Network Security, Disaster Recovery, Network Administration, Windows 7, Cisco Routers, Cisco Technologies, Technical Support, Windows Server, DHCP, CCNA, Visio, Cisco Certified, Wireless Networking, Cisco Wireless, Servers, Computer Security, OSPF, Distance Learning, Windows, Information Security, Routers, Active Directory, Cisco IOS, Linux, Help Desk Support, Switches, Firewalls, Software Installation, Security, SunOS, Problem Solving, RIP, Network Design, Customer Oriented, Solaris, LAN-WAN, Analytical Skills, State SkillsUSA Judge
Education
DeVry University-Texas
Bachelor's Degree, Information Technology
Keller Graduate School of Management of DeVry University
Master's Degree, Information Security
Sandy Louangviset's Fidelity Investments Experience October 2013 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Allstate July 2012 - September 2013
Kelly Services March 2011 - June 2012
Skills
Property & Casualty..., Claim, Insurance, Casualty, General Insurance, Claims Management, Property Damage, Claims Handling
Education
DeVry University-Texas 2009 — 2012
Bachelor's of Science, Finance, General
Fidelity Investments October 2013 - Present
Allstate July 2012 - September 2013
Kelly Services March 2011 - June 2012
Skills
Property & Casualty..., Claim, Insurance, Casualty, General Insurance, Claims Management, Property Damage, Claims Handling
Education
DeVry University-Texas 2009 — 2012
Bachelor's of Science, Finance, General
Robert Visconti Robert Visconti's Fidelity Investments Experience September 2006 - February 2010
Job US Medical Excellence & Training Program Lead at Biogen
Industry Education Management
Experience
Biogen March 2015 - Present
Biogen Idec September 2013 - March 2015
Self Employed June 2010 - September 2013
Dimension Data February 2010 - June 2010
Fidelity Investments September 2006 - February 2010
The MA Eye and Ear Infirmary April 2002 - September 2006
Network Engines, Inc. 2000 - 2001
Skills
Lectora, Articulate Presenter, Learning Management, Project Portfolio..., Photoshop, Graphic Design, Assessment, Performance Management, Performance Analysis, Performance Improvement, Business Analysis, Requirements Analysis, Market Analysis, Instructional Design, Organizational..., Leadership Development, Management Consulting, Product Management, Marketing Strategy, Strategic Planning, Blended Learning, Product Development, Management Development, Business Strategy, Product Design, Competency Mapping, Competency Management, Strategic Thinking, Strategic Consulting, Talent Management, Developing Talent, Competitive Analysis, Cost Analysis, Enterprise Content..., Instructional Technology, International Project..., International Management, International Product..., Saba, SharePoint Designer, Strategic Communications, Technology Needs..., Program Management, Leadership, Cross-functional Team..., Training, Management, CRM, Consulting, Needs Analysis
Education
University of Massachusetts Boston 2007 — 2011
MBA, Business Administration, Human Resource Management and International Management
University of Massachusetts Boston 2006 — 2008
MEd, Instructional Design
Dowling College 1995 — 1997
Graduate Teaching Certification, Teacher Cert. Program (21/21 credits completed)/MS Secondary Education (27/36 credits completed)
Drew University 1990 — 1991
MA, International Affairs
University of Scranton 1986 — 1989
BS, Political Science, International Studies, History
Biogen March 2015 - Present
Biogen Idec September 2013 - March 2015
Self Employed June 2010 - September 2013
Dimension Data February 2010 - June 2010
Fidelity Investments September 2006 - February 2010
The MA Eye and Ear Infirmary April 2002 - September 2006
Network Engines, Inc. 2000 - 2001
Skills
Lectora, Articulate Presenter, Learning Management, Project Portfolio..., Photoshop, Graphic Design, Assessment, Performance Management, Performance Analysis, Performance Improvement, Business Analysis, Requirements Analysis, Market Analysis, Instructional Design, Organizational..., Leadership Development, Management Consulting, Product Management, Marketing Strategy, Strategic Planning, Blended Learning, Product Development, Management Development, Business Strategy, Product Design, Competency Mapping, Competency Management, Strategic Thinking, Strategic Consulting, Talent Management, Developing Talent, Competitive Analysis, Cost Analysis, Enterprise Content..., Instructional Technology, International Project..., International Management, International Product..., Saba, SharePoint Designer, Strategic Communications, Technology Needs..., Program Management, Leadership, Cross-functional Team..., Training, Management, CRM, Consulting, Needs Analysis
Education
University of Massachusetts Boston 2007 — 2011
MBA, Business Administration, Human Resource Management and International Management
University of Massachusetts Boston 2006 — 2008
MEd, Instructional Design
Dowling College 1995 — 1997
Graduate Teaching Certification, Teacher Cert. Program (21/21 credits completed)/MS Secondary Education (27/36 credits completed)
Drew University 1990 — 1991
MA, International Affairs
University of Scranton 1986 — 1989
BS, Political Science, International Studies, History
Elizabeth Shepherd Sinnott Elizabeth Shepherd Sinnott's Fidelity Investments Experience July 2009 - Present
Job Vice President, Business Management at Bank of America
Industry Financial Services
Experience
Bank of America January 2014 - Present
Bank of America 2011 - Present
Fidelity Investments July 2009 - Present
Fidelity Investments, Capital Markets July 2009 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments May 2007 - July 2009
Fidelity Investments 2006 - 2008
Fidelity Investments February 2005 - May 2007
Trinity Church February 2002 - February 2005
Skills
Financial Modeling, Analysis, Marketing, Program Management, Leadership, Valuation, Financial Analysis, Finance
Education
Boston College, Carroll School of Management
M.B.A, Entrepreneurial Management
Dickinson College
B.A, International Business and Management; Spanish
Bank of America January 2014 - Present
Bank of America 2011 - Present
Fidelity Investments July 2009 - Present
Fidelity Investments, Capital Markets July 2009 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments May 2007 - July 2009
Fidelity Investments 2006 - 2008
Fidelity Investments February 2005 - May 2007
Trinity Church February 2002 - February 2005
Skills
Financial Modeling, Analysis, Marketing, Program Management, Leadership, Valuation, Financial Analysis, Finance
Education
Boston College, Carroll School of Management
M.B.A, Entrepreneurial Management
Dickinson College
B.A, International Business and Management; Spanish
Ami Hindia, AIF®, CRPS®, C(k)P®'s Fidelity Investments Experience December 2012 - Present
Job Senior Vice President, Advisor Sold DCIO Market at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments November 2010 - December 2012
Columbia Management November 2006 - May 2010
UBS Global Asset Management 2006 - October 2006
J.P. Morgan September 2004 - December 2005
DWS Investments January 2000 - September 2004
Skills
401k, Defined Benefit, Retirement Planning, Series 63, Series 7, Series 6, Series 65, Qualified Retirement..., Mutual Funds, Defined Contribution, Investments
Education
Drake University 1996 — 2000
B.S.B.A. Degree, International Business, Finance, Economics
Waubonsie Valley High School 1994 — 1996
Diploma, Business focus
Fidelity Investments December 2012 - Present
Fidelity Investments November 2010 - December 2012
Columbia Management November 2006 - May 2010
UBS Global Asset Management 2006 - October 2006
J.P. Morgan September 2004 - December 2005
DWS Investments January 2000 - September 2004
Skills
401k, Defined Benefit, Retirement Planning, Series 63, Series 7, Series 6, Series 65, Qualified Retirement..., Mutual Funds, Defined Contribution, Investments
Education
Drake University 1996 — 2000
B.S.B.A. Degree, International Business, Finance, Economics
Waubonsie Valley High School 1994 — 1996
Diploma, Business focus
David Roesser David Roesser's Fidelity Investments Experience July 2012 - December 2014
Job Experienced Financial Services Sales Professional
Industry Financial Services
Experience
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Fidelity Investments July 2012 - December 2014
LPL Financial May 2010 - July 2012
Merrill Lynch 2005 - 2008
Merrill Lynch 2001 - 2005
Charles Schwab 1997 - 2001
Education
Dickinson College
BS, Mathematics
Temple University - Fox School of Business and Management
MBA, Finance and Economics
Tanya Hutcherson's Fidelity Investments Experience June 2011 - March 2014
Job Project Coordinator at Presbyterian Healthcare Services
Industry Information Technology and Services
Experience
Presbyterian Healthcare Services March 2014 - Present
Fidelity Investments June 2011 - March 2014
Insight July 2008 - February 2011
Volt 2011 - 2011
Calence, LLC July 2008 - December 2009
Desert Schools Federal Credit Union August 2005 - July 2008
Red Mountain Machinery 2003 - 2005
Skills
Workshop Facilitation, Accounts Payable, Project Management, Systems Analysis, Accounting, Professional Services, Leadership, Management, Process Improvement, Telecommunications, Training, Program Management, Project Planning, CRM, Customer Satisfaction, Integration, Requirements Analysis, Service Delivery, Vendor Management, Business Analysis
Education
DeVry University 2005 — 2008
Bachelor of Science, Business Administration 2008; Project Management
DeVry University 2004 — 2008
Bachelor of Science, Business Administration; Project Management
Presbyterian Healthcare Services March 2014 - Present
Fidelity Investments June 2011 - March 2014
Insight July 2008 - February 2011
Volt 2011 - 2011
Calence, LLC July 2008 - December 2009
Desert Schools Federal Credit Union August 2005 - July 2008
Red Mountain Machinery 2003 - 2005
Skills
Workshop Facilitation, Accounts Payable, Project Management, Systems Analysis, Accounting, Professional Services, Leadership, Management, Process Improvement, Telecommunications, Training, Program Management, Project Planning, CRM, Customer Satisfaction, Integration, Requirements Analysis, Service Delivery, Vendor Management, Business Analysis
Education
DeVry University 2005 — 2008
Bachelor of Science, Business Administration 2008; Project Management
DeVry University 2004 — 2008
Bachelor of Science, Business Administration; Project Management
Deborah McQueen Deborah McQueen's Fidelity Investments Experience 2005 - 2008
Job Edward Jones Investments Branch Office Administrator
Industry Financial Services
Experience
Edward Jones Investments 2010 - Present
Fidelity Investments 2005 - 2008
CCB/National Commerce Financial Corp January 2000 - January 2004
CCB/National Commerce Financial Corp January 1999 - January 2000
Central Carolina Bank January 1994 - January 1999
Education
DeVry University
Bachelor of Science, Technical Management; Technical Communication
Durham Technical College
Associate Applied Science Degree, Business Information Systems Technology
Edward Jones Investments 2010 - Present
Fidelity Investments 2005 - 2008
CCB/National Commerce Financial Corp January 2000 - January 2004
CCB/National Commerce Financial Corp January 1999 - January 2000
Central Carolina Bank January 1994 - January 1999
Education
DeVry University
Bachelor of Science, Technical Management; Technical Communication
Durham Technical College
Associate Applied Science Degree, Business Information Systems Technology
Vineet Bansal's Fidelity Investments Experience 2011 - 2014
Job Founder at dealici
Industry Financial Services
Experience
Fidelity Investments 2011 - 2014
Fidelity Investments 2006 - 2011
Fidelity Investments 2001 - 2006
Ramco Systems 2000 - 2001
Tata Consultancy Services 1998 - 2000
Skills
Financial Services, Vendor Management, CRM, Integration, Outsourcing, Project Management, Management, Agile Methodologies, SDLC, Product Management, Analysis, Enterprise Software, Strategic Planning, Data Conversion, Analytical Skills, Siebel, Insurance, Development Management, Program Management, Business Development, Resource Development, Total Benefit..., IT Management, Process Improvement, Oracle OBIEE, Scrum, ITIL, RRC, RTC, QC Tools, ETL Tools
Education
Devi Ahilya Vishwavidyalaya 1996 — 1998
MBA
Nagpur University 1991 — 1995
B.E
St. Peter's College, Agra 1979 — 1991
ICSE/ISC
Fidelity Investments 2011 - 2014
Fidelity Investments 2006 - 2011
Fidelity Investments 2001 - 2006
Ramco Systems 2000 - 2001
Tata Consultancy Services 1998 - 2000
Skills
Financial Services, Vendor Management, CRM, Integration, Outsourcing, Project Management, Management, Agile Methodologies, SDLC, Product Management, Analysis, Enterprise Software, Strategic Planning, Data Conversion, Analytical Skills, Siebel, Insurance, Development Management, Program Management, Business Development, Resource Development, Total Benefit..., IT Management, Process Improvement, Oracle OBIEE, Scrum, ITIL, RRC, RTC, QC Tools, ETL Tools
Education
Devi Ahilya Vishwavidyalaya 1996 — 1998
MBA
Nagpur University 1991 — 1995
B.E
St. Peter's College, Agra 1979 — 1991
ICSE/ISC
Jay Olsen Jay Olsen's Fidelity Investments Experience November 2005 - March 2006
Job Social Media Consultant
Industry Information Technology and Services
Experience
NUVI February 2015 - Present
Proofpoint April 2014 - November 2014
Proofpoint July 2013 - April 2014
Vivint December 2012 - July 2013
DeVry University December 2008 - October 2012
Morgan Stanley June 2008 - November 2008
Morgan Stanley July 2006 - June 2008
E*TRADE Financial March 2006 - June 2006
Fidelity Investments November 2005 - March 2006
Skills
Sales, Management, Customer Service, Salesforce.com, Training, Leadership, Recruiting, Microsoft Office, Business Development, Microsoft Excel, Strategy, Sales Process, Public Speaking, PowerPoint, Human Resources, Coaching, New Business Development, Account Management, CRM, Program Management, Enterprise Software, Sales Management, Analysis, Microsoft Word, Teamwork, Inventory Management, Project Management, Social Media, HTML + CSS, Financial Analysis, Process Improvement, SaaS, Solution Selling, Sales Operations, Social Networking, Lead Generation, Marketing, Analytics, Marketing Strategy, Social Media Marketing
Education
DeVry University 2009 — 2012
BS, Marketing
Pocatello High School
NUVI February 2015 - Present
Proofpoint April 2014 - November 2014
Proofpoint July 2013 - April 2014
Vivint December 2012 - July 2013
DeVry University December 2008 - October 2012
Morgan Stanley June 2008 - November 2008
Morgan Stanley July 2006 - June 2008
E*TRADE Financial March 2006 - June 2006
Fidelity Investments November 2005 - March 2006
Skills
Sales, Management, Customer Service, Salesforce.com, Training, Leadership, Recruiting, Microsoft Office, Business Development, Microsoft Excel, Strategy, Sales Process, Public Speaking, PowerPoint, Human Resources, Coaching, New Business Development, Account Management, CRM, Program Management, Enterprise Software, Sales Management, Analysis, Microsoft Word, Teamwork, Inventory Management, Project Management, Social Media, HTML + CSS, Financial Analysis, Process Improvement, SaaS, Solution Selling, Sales Operations, Social Networking, Lead Generation, Marketing, Analytics, Marketing Strategy, Social Media Marketing
Education
DeVry University 2009 — 2012
BS, Marketing
Pocatello High School
Jeff Bradshaw Jeff Bradshaw's Fidelity Investments Experience 1992 - 2002
Job Online Marketing Specialist at Potpourri Group
Industry Internet
Experience
Potpourri Group January 2015 - Present
Three Girls Marketing LLC October 2014 - Present
TotalVac.com 1999 - Present
Fidelity Investments 1992 - 2002
Bank of America January 1989 - January 1992
KOFY TV 1985 - 1992
Skills
SEM, Web Marketing, E-commerce, PPC, Online Marketing, SEO, Web Analytics, Affiliate Marketing, Conversion Optimization, Online Advertising, Google Analytics, Google Adwords, Digital Marketing, Analytics, Marketing, Blogging, Management, Leadership
Education
John F. Kennedy University 1989 — 1992
MBA, Business
San Francisco State University 1983 — 1985
Radio & Television, Communications
Diablo Valley College 1981 — 1982
AA, Associate of Arts
Mt Diablo High School 1978 — 1981
Potpourri Group January 2015 - Present
Three Girls Marketing LLC October 2014 - Present
TotalVac.com 1999 - Present
Fidelity Investments 1992 - 2002
Bank of America January 1989 - January 1992
KOFY TV 1985 - 1992
Skills
SEM, Web Marketing, E-commerce, PPC, Online Marketing, SEO, Web Analytics, Affiliate Marketing, Conversion Optimization, Online Advertising, Google Analytics, Google Adwords, Digital Marketing, Analytics, Marketing, Blogging, Management, Leadership
Education
John F. Kennedy University 1989 — 1992
MBA, Business
San Francisco State University 1983 — 1985
Radio & Television, Communications
Diablo Valley College 1981 — 1982
AA, Associate of Arts
Mt Diablo High School 1978 — 1981
Jonathan Rogers Jonathan Rogers's Fidelity Investments Experience 2014 - 2014
Job LPL Financial Advisor at Von Colln Financial Group
Industry Financial Services
Experience
Von Colln Financial Group November 2014 - Present
Fidelity Investments 2014 - 2014
Zions Bancorporation/Utah State University 2013 - 2014
Brock and Associates November 2012 - August 2013
U.S. Bank January 2011 - November 2012
Skills
Strategic Financial..., Finance, Management, Risk Management, Retirement Planning, Wealth Management, Customer Service, Asset Allocation, Insurance, Investment Strategies, Personal Finance, Financial Analysis, Investments, Portfolio Management, Retirement, Sales Management, Sales, Leadership, Teamwork, Spanish, Data Analysis, Banking, Asset Protection, Life Insurance, Analysis, Team Building, 401k, Financial Planning, Team Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2013 — 2014
Master of Business Administration (MBA) Financial Planning Specialization
Dixie State University 2010 — 2012
Udvar-Hazy School of Business, Bachelor of Arts (BA), Integrated Studies Business Administration and Spanish
Dixie State College 2006 — 2010
Associate of Arts (AA), General Studies, Honors
Dixie High School
Von Colln Financial Group November 2014 - Present
Fidelity Investments 2014 - 2014
Zions Bancorporation/Utah State University 2013 - 2014
Brock and Associates November 2012 - August 2013
U.S. Bank January 2011 - November 2012
Skills
Strategic Financial..., Finance, Management, Risk Management, Retirement Planning, Wealth Management, Customer Service, Asset Allocation, Insurance, Investment Strategies, Personal Finance, Financial Analysis, Investments, Portfolio Management, Retirement, Sales Management, Sales, Leadership, Teamwork, Spanish, Data Analysis, Banking, Asset Protection, Life Insurance, Analysis, Team Building, 401k, Financial Planning, Team Leadership
Education
Utah State University - Jon M. Huntsman School of Business 2013 — 2014
Master of Business Administration (MBA) Financial Planning Specialization
Dixie State University 2010 — 2012
Udvar-Hazy School of Business, Bachelor of Arts (BA), Integrated Studies Business Administration and Spanish
Dixie State College 2006 — 2010
Associate of Arts (AA), General Studies, Honors
Dixie High School
Kyle Gray Kyle Gray's Fidelity Investments Experience June 2015 - Present
Job Sr Strategy Analyst, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Casey, Quirk & Associates September 2014 - May 2015
Cerulli Associates March 2013 - September 2014
Skills
Financial Modeling, VBA, Financial Analysis, Value Investing, Excel, SPSS, PowerPoint, Account Management, Word, Microsoft Excel, Microsoft Word, Forecasting, Valuation, Finance, Leadership, Analysis, Data Analysis, Market Research, Strategy, Investments, Business Development, Asset Management, Mutual Funds, Alternative Investments, Business Strategy
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Business
Vermont Law School 2010 — 2010
Summer Session, Business
Burr & Burton Academy
Fidelity Investments June 2015 - Present
Casey, Quirk & Associates September 2014 - May 2015
Cerulli Associates March 2013 - September 2014
Skills
Financial Modeling, VBA, Financial Analysis, Value Investing, Excel, SPSS, PowerPoint, Account Management, Word, Microsoft Excel, Microsoft Word, Forecasting, Valuation, Finance, Leadership, Analysis, Data Analysis, Market Research, Strategy, Investments, Business Development, Asset Management, Mutual Funds, Alternative Investments, Business Strategy
Education
Drew University 2007 — 2011
Bachelor of Arts (B.A.), Business
Vermont Law School 2010 — 2010
Summer Session, Business
Burr & Burton Academy
Zarah Holbrook Zarah Holbrook's Fidelity Investments Experience June 2011 - Present
Job Senior Accounting Professional Seeking New Financial Services Opportunity
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Bank of America February 2010 - June 2011
Adecco Employment Services April 2003 - February 2010
Enterprise Rent-A-Car June 2007 - April 2008
PDS Technical Services April 2007 - March 2008
Skills
Account Reconciliation, Microsoft Excel, Spreadsheets, Financial Accounting, Accounting, Financial Analysis, Access, Customer Service, Analysis, Auditing, Outlook, Accounts Payable, Data Entry, Microsoft Word, Process Improvement, PeopleSoft, PowerPoint, Accounts Receivable, Budgets, Finance, Microsoft Office, Bookkeeping, Inventory Management, Leadership, Banking, Business Analysis, Management, Software Documentation, Process Scheduler, General Ledger, Training, Invoicing, Financial Statements, Research, Administration, Time Management, Team Leadership, Internal Audit, Team Building, Human Resources, Customer Satisfaction, Employee Benefits, Variance Analysis, Financial Reporting
Education
DeVry University 2012 — 2016
Bachelor of Science in Technical Management, Finance
Saint Louis University 2001 — 2003
Elementary Education and Teaching
Fidelity Investments June 2011 - Present
Bank of America February 2010 - June 2011
Adecco Employment Services April 2003 - February 2010
Enterprise Rent-A-Car June 2007 - April 2008
PDS Technical Services April 2007 - March 2008
Skills
Account Reconciliation, Microsoft Excel, Spreadsheets, Financial Accounting, Accounting, Financial Analysis, Access, Customer Service, Analysis, Auditing, Outlook, Accounts Payable, Data Entry, Microsoft Word, Process Improvement, PeopleSoft, PowerPoint, Accounts Receivable, Budgets, Finance, Microsoft Office, Bookkeeping, Inventory Management, Leadership, Banking, Business Analysis, Management, Software Documentation, Process Scheduler, General Ledger, Training, Invoicing, Financial Statements, Research, Administration, Time Management, Team Leadership, Internal Audit, Team Building, Human Resources, Customer Satisfaction, Employee Benefits, Variance Analysis, Financial Reporting
Education
DeVry University 2012 — 2016
Bachelor of Science in Technical Management, Finance
Saint Louis University 2001 — 2003
Elementary Education and Teaching
Amy Lyman's Fidelity Investments Experience 1993 - 2001
Job Consultant at Comprehensive EAP
Industry Management Consulting
Experience
Comprehensive EAP May 2015 - Present
Bridgewell 2010 - 2011
Acadient Inc. 2001 - 2004
Fidelity Investments 1993 - 2001
Skills
Training, Employee Training, Training Delivery, Customer Service, Group Therapy, Group Training, Project Management, Mental Health Counseling, Training Facilitation, Facilitation, Meeting Facilitation, Product Development, Product Management, Suicide Assessment, Suicide Prevention, Telephone Skills
Education
Lesley University 2009 — 2013
Master of Arts (M.A.), Counseling Psychology
Dominican University of California 2007 — 2008
Counseling Psychology
Mendocino College
Personality Theory
University of Colorado Boulder 1989 — 1993
Bachelor of Arts (B.A.), Communications
The Hewitt School 1985 — 1989
Comprehensive EAP May 2015 - Present
Bridgewell 2010 - 2011
Acadient Inc. 2001 - 2004
Fidelity Investments 1993 - 2001
Skills
Training, Employee Training, Training Delivery, Customer Service, Group Therapy, Group Training, Project Management, Mental Health Counseling, Training Facilitation, Facilitation, Meeting Facilitation, Product Development, Product Management, Suicide Assessment, Suicide Prevention, Telephone Skills
Education
Lesley University 2009 — 2013
Master of Arts (M.A.), Counseling Psychology
Dominican University of California 2007 — 2008
Counseling Psychology
Mendocino College
Personality Theory
University of Colorado Boulder 1989 — 1993
Bachelor of Arts (B.A.), Communications
The Hewitt School 1985 — 1989
Brandon Hanson Brandon Hanson's Fidelity Investments Experience June 2012 - Present
Job Retirements Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Bluehost.com December 2011 - June 2012
Kelly Services August 2011 - December 2011
Bar T5 May 2011 - August 2011
Dixie State University October 2008 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Windows, Event Planning, Social Media, Training, Microsoft Word, OS X, Retirement Plan..., Musical Instruments, Musical Directing, Musical Background, Personal Finance
Education
Dixie State University 2007 — 2011
Bachelor of Science (BS) in Music Education, Music Teacher Education
Fidelity Investments June 2012 - Present
Bluehost.com December 2011 - June 2012
Kelly Services August 2011 - December 2011
Bar T5 May 2011 - August 2011
Dixie State University October 2008 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Windows, Event Planning, Social Media, Training, Microsoft Word, OS X, Retirement Plan..., Musical Instruments, Musical Directing, Musical Background, Personal Finance
Education
Dixie State University 2007 — 2011
Bachelor of Science (BS) in Music Education, Music Teacher Education
Shinobu Bharaj's Fidelity Investments Experience May 2010 - September 2014
Job CFP®
Industry Financial Services
Experience
Mercer Global Advisors June 2015 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments July 2009 - April 2010
Fidelity Investments April 2008 - June 2009
Skills
Financial Services, CRM, Investments, Finance, Retirement, Securities, Sales, Marketing, Investment Strategies, Financial Risk, Wealth Management...
Education
Drew University 2001 — 2005
Bachelor's degree, Economics, 3.5
Mercer Global Advisors June 2015 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments July 2009 - April 2010
Fidelity Investments April 2008 - June 2009
Skills
Financial Services, CRM, Investments, Finance, Retirement, Securities, Sales, Marketing, Investment Strategies, Financial Risk, Wealth Management...
Education
Drew University 2001 — 2005
Bachelor's degree, Economics, 3.5
Brijesh Chavda's Fidelity Investments Experience December 2006 - May 2010
Job Technical Lead at Oracle
Industry Computer Software
Experience
Oracle January 2013 - Present
DIRECTV March 2011 - December 2012
Brown Brothers Harriman June 2010 - February 2011
Fidelity Investments December 2006 - May 2010
AT&T March 2006 - December 2006
Patni Computer Systems February 2004 - March 2006
Net4Nuts Ltd. June 2000 - July 2003
Upperex Netsolutions January 2000 - June 2000
Jindal Online Limited April 1999 - December 1999
Skills
Java Enterprise Edition, Core Java, JDBC, Servlets, Struts, Spring, Hibernate, Apache tiles, cakephp, jstl, iBatis, JPA, EJB, JMS, RMI, JNDI, WebSphere MQ, REST, jaxb, jaxr, jax-ws, maven, ant, sax, php, html, css, javascript, c, c++, Unix Shell Scripting, perl, pl/sql, xml, profiler, linux, unix, JDO, SOA, SOAP, Linux, Java, Apache, Distributed Systems, Tomcat, Cloud Computing, Java Enterprise..., Unix, JSTL, Agile Methodologies
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
B & B Institute of Technology 1993 — 1996
Diploma, Computer Engineering
Oracle January 2013 - Present
DIRECTV March 2011 - December 2012
Brown Brothers Harriman June 2010 - February 2011
Fidelity Investments December 2006 - May 2010
AT&T March 2006 - December 2006
Patni Computer Systems February 2004 - March 2006
Net4Nuts Ltd. June 2000 - July 2003
Upperex Netsolutions January 2000 - June 2000
Jindal Online Limited April 1999 - December 1999
Skills
Java Enterprise Edition, Core Java, JDBC, Servlets, Struts, Spring, Hibernate, Apache tiles, cakephp, jstl, iBatis, JPA, EJB, JMS, RMI, JNDI, WebSphere MQ, REST, jaxb, jaxr, jax-ws, maven, ant, sax, php, html, css, javascript, c, c++, Unix Shell Scripting, perl, pl/sql, xml, profiler, linux, unix, JDO, SOA, SOAP, Linux, Java, Apache, Distributed Systems, Tomcat, Cloud Computing, Java Enterprise..., Unix, JSTL, Agile Methodologies
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Bachelor of Engineering (B.E.), Computer Engineering
B & B Institute of Technology 1993 — 1996
Diploma, Computer Engineering
April Lewis's Fidelity Investments Experience June 2012 - June 2013
Job Senior Fund Accountant
Industry Investment Management
Experience
Fidelity Investments June 2012 - June 2013
Fidelity Investments January 2012 - June 2012
Walmart vision center June 2007 - January 2012
Skills
Bloomberg Terminal, Sunguard, Accounting, General Ledger, Mutual Funds, Corporate Actions, Account Reconciliation, Finance, Microsoft Excel, Analysis, Fund Accounting, Microsoft Office, Customer Service, Investments, Financial Services, Financial Reporting, Financial Analysis, Leadership, Securities, Equities, Fixed Income, Sales, Teamwork
Education
DeVry University-Texas 2010 — 2012
Bachelor of Science in Technical Management, Accounting
Tyler Junior College 2007 — 2010
Associates of Arts, General Studies
Fidelity Investments June 2012 - June 2013
Fidelity Investments January 2012 - June 2012
Walmart vision center June 2007 - January 2012
Skills
Bloomberg Terminal, Sunguard, Accounting, General Ledger, Mutual Funds, Corporate Actions, Account Reconciliation, Finance, Microsoft Excel, Analysis, Fund Accounting, Microsoft Office, Customer Service, Investments, Financial Services, Financial Reporting, Financial Analysis, Leadership, Securities, Equities, Fixed Income, Sales, Teamwork
Education
DeVry University-Texas 2010 — 2012
Bachelor of Science in Technical Management, Accounting
Tyler Junior College 2007 — 2010
Associates of Arts, General Studies
Kanesha Wiggins's Fidelity Investments Experience August 2013 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Bank of America February 2004 - November 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Team Management, Analysis, Banking, Customer Service, Financial Services, Risk Management, Vendor Management, Retail Banking, Relationship Management, Process Improvement, Portfolio Management, Financial Analysis, Finance, Credit Analysis, Credit, Call Centers
Education
Dillard University 1999 — 2001
Criminal Justice - Pre Law
Fidelity Investments August 2013 - Present
Bank of America February 2004 - November 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Team Leadership, Team Management, Analysis, Banking, Customer Service, Financial Services, Risk Management, Vendor Management, Retail Banking, Relationship Management, Process Improvement, Portfolio Management, Financial Analysis, Finance, Credit Analysis, Credit, Call Centers
Education
Dillard University 1999 — 2001
Criminal Justice - Pre Law
Jamie Madison's Fidelity Investments Experience August 2007 - April 2008
Job Marketing Director at Steadfast
Industry Marketing and Advertising
Experience
Steadfast.net February 2014 - Present
JDRF May 2013 - February 2014
Indiana University September 2012 - May 2013
Dominican University January 2011 - August 2012
Heartland Alliance June 2010 - September 2010
Future US October 2009 - February 2010
The In-Store Marketing Institute February 2009 - October 2009
Pearson Education December 2008 - January 2009
Content That Works June 2008 - October 2008
Fidelity Investments August 2007 - April 2008
Skills
Copy Editing, Proofreading, Copywriting, Public Relations, Direct Marketing, Legal Compliance, Design Consulting, Blogging, Newsletters, Newspaper, Magazines, Publishing, Editing, Editorial, Social Media, Nutrition, Newspapers, Marketing, Event Management, Corporate Communications, Nonprofits, Press Releases, Marketing Strategy, Project Management
Education
Northwestern University 2002 — 2006
BSJ, Journalism
Dominican University
Post-Bac Certificate, Nutrition
Leyden High School 1998 — 2002
Steadfast.net February 2014 - Present
JDRF May 2013 - February 2014
Indiana University September 2012 - May 2013
Dominican University January 2011 - August 2012
Heartland Alliance June 2010 - September 2010
Future US October 2009 - February 2010
The In-Store Marketing Institute February 2009 - October 2009
Pearson Education December 2008 - January 2009
Content That Works June 2008 - October 2008
Fidelity Investments August 2007 - April 2008
Skills
Copy Editing, Proofreading, Copywriting, Public Relations, Direct Marketing, Legal Compliance, Design Consulting, Blogging, Newsletters, Newspaper, Magazines, Publishing, Editing, Editorial, Social Media, Nutrition, Newspapers, Marketing, Event Management, Corporate Communications, Nonprofits, Press Releases, Marketing Strategy, Project Management
Education
Northwestern University 2002 — 2006
BSJ, Journalism
Dominican University
Post-Bac Certificate, Nutrition
Leyden High School 1998 — 2002
Andrew Moore, MBA's Fidelity Investments Experience March 2012 - July 2012
Job Business Manager at Pathways in Technology Early College High School
Industry Higher Education
Experience
RES New York June 2015 - Present
Pathways in Technology Early College High School April 2013 - Present
NBA December 2011 - May 2013
Fidelity Investments March 2012 - July 2012
Moore Marketing & Promotion .LLC April 2004 - April 2012
ASA College September 2010 - January 2012
A Moore Consulting 2011 - 2012
Dowling College December 2008 - August 2010
Dowling College November 2008 - August 2010
Suffolk Community College August 2007 - August 2009
Skills
Photoshop, Oracle, Online Marketing, Proposal Writing, Oral & Written..., Financial Markets, Public Speaking, Event Planning, Non-profits, PowerPoint, Customer Service, Research, Microsoft Office, Fundraising, Microsoft Excel, Social Media, Teaching, Higher Education, Nonprofits, Management, Event Management, Marketing
Education
Dowling College 2008 — 2010
MBA, General Management
Dowling College 2004 — 2007
BBA, Business Management /Computer Information Systems
RES New York June 2015 - Present
Pathways in Technology Early College High School April 2013 - Present
NBA December 2011 - May 2013
Fidelity Investments March 2012 - July 2012
Moore Marketing & Promotion .LLC April 2004 - April 2012
ASA College September 2010 - January 2012
A Moore Consulting 2011 - 2012
Dowling College December 2008 - August 2010
Dowling College November 2008 - August 2010
Suffolk Community College August 2007 - August 2009
Skills
Photoshop, Oracle, Online Marketing, Proposal Writing, Oral & Written..., Financial Markets, Public Speaking, Event Planning, Non-profits, PowerPoint, Customer Service, Research, Microsoft Office, Fundraising, Microsoft Excel, Social Media, Teaching, Higher Education, Nonprofits, Management, Event Management, Marketing
Education
Dowling College 2008 — 2010
MBA, General Management
Dowling College 2004 — 2007
BBA, Business Management /Computer Information Systems
Erik Dinardo Erik Dinardo's Fidelity Investments Experience August 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments August 2015 - Present
Court of Common Pleas of Cumberland County August 2014 - December 2014
Nike Tennis Camp May 2012 - August 2014
Skills
Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Legal Writing, Public Speaking, Customer Service, Teamwork, English, Political Science
Education
Dickinson College 2011 — 2015
Bachelor of Arts (B.A.), Law & Policy and Political Science Majors
The University of Queensland 2013 — 2013
Law & Policy and Political Science
Concord-Carlisle High School 2007 — 2011
Fidelity Investments August 2015 - Present
Court of Common Pleas of Cumberland County August 2014 - December 2014
Nike Tennis Camp May 2012 - August 2014
Skills
Microsoft Office, Microsoft Word, Legal Research, PowerPoint, Microsoft Excel, Research, Legal Writing, Public Speaking, Customer Service, Teamwork, English, Political Science
Education
Dickinson College 2011 — 2015
Bachelor of Arts (B.A.), Law & Policy and Political Science Majors
The University of Queensland 2013 — 2013
Law & Policy and Political Science
Concord-Carlisle High School 2007 — 2011
Hira Nand Jha's Fidelity Investments Experience April 2009 - September 2011
Job Senior Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle October 2011 - Present
Fidelity Investments April 2009 - September 2011
Tata Consultancy Services June 2005 - September 2011
AIG Retirement Services March 2007 - March 2009
Skills
PL/SQL, Oracle, Microsoft SQL Server, ASP.NET, Unix Shell Scripting, Visual Studio, Business Analysis, Requirements Analysis, Software Project..., SQL, IT Strategy, Agile Methodologies, Databases, SDLC, Unix, Software Development, Quality Center, .NET, XSLT, Agile Project Management, Visual Basic, Web Services, HP Quality Center, SOA
Education
Devi Ahilya Vishwavidyalaya 2001 — 2005
BE, Engineering
Oracle October 2011 - Present
Fidelity Investments April 2009 - September 2011
Tata Consultancy Services June 2005 - September 2011
AIG Retirement Services March 2007 - March 2009
Skills
PL/SQL, Oracle, Microsoft SQL Server, ASP.NET, Unix Shell Scripting, Visual Studio, Business Analysis, Requirements Analysis, Software Project..., SQL, IT Strategy, Agile Methodologies, Databases, SDLC, Unix, Software Development, Quality Center, .NET, XSLT, Agile Project Management, Visual Basic, Web Services, HP Quality Center, SOA
Education
Devi Ahilya Vishwavidyalaya 2001 — 2005
BE, Engineering
Alexandria De Sousa Alexandria De Sousa's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments July 2015 - Present
Drew University Athletics August 2012 - Present
Izenberg Appraisal Associates May 2014 - August 2014
Drew University Economics Department September 2013 - May 2014
Drew University Athletics August 2012 - August 2012
J D Framing & Contracting June 2011 - August 2011
Skills
Event Planning, Team Leadership, Leadership, Economics, Management, Data Analysis, Finance, Teaching, Event Management, Accounting, Access, Marketing, Strategy, DataComp Software, Stata, Statistics
Education
Drew University 2011 — 2015
Economics, GPA: 3.487
Fidelity Investments July 2015 - Present
Drew University Athletics August 2012 - Present
Izenberg Appraisal Associates May 2014 - August 2014
Drew University Economics Department September 2013 - May 2014
Drew University Athletics August 2012 - August 2012
J D Framing & Contracting June 2011 - August 2011
Skills
Event Planning, Team Leadership, Leadership, Economics, Management, Data Analysis, Finance, Teaching, Event Management, Accounting, Access, Marketing, Strategy, DataComp Software, Stata, Statistics
Education
Drew University 2011 — 2015
Economics, GPA: 3.487
Shravan Sundaram Shravan Sundaram's Fidelity Investments Experience April 2015 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2015 - Present
FMRCo October 2010 - Present
Fidelity Investments September 2007 - October 2010
Fidelity Investments June 2004 - September 2007
Randstad June 2000 - June 2004
IBM Global Services September 1998 - October 1999
Ruchi Soya Industries June 1995 - August 1998
Skills
PL/SQL, SQL, XML, Informatica, Oracle SQL, SQL Tuning, Data Analysis, Data Warehousing, Database Design, Problem Solving, Process Improvement, Program Management, Oracle Financials, Oracle Applications, Unix, Data Modeling, Agile Methodologies, Databases, Oracle E-Business Suite, SDLC, Oracle, Requirements Analysis
Education
Devi Ahilya Vishwavidyalaya 1994 — 1995
Post Grad. Diploma, International Business
Aptech Computer Education 1991 — 1994
Diploma, Software Engineering
Devi Ahilya Vishwavidyalaya 1991 — 1994
Bachelor's, Electronics
St. Paul H.S.School 1978 — 1991
UnderGrad
Fidelity Investments April 2015 - Present
FMRCo October 2010 - Present
Fidelity Investments September 2007 - October 2010
Fidelity Investments June 2004 - September 2007
Randstad June 2000 - June 2004
IBM Global Services September 1998 - October 1999
Ruchi Soya Industries June 1995 - August 1998
Skills
PL/SQL, SQL, XML, Informatica, Oracle SQL, SQL Tuning, Data Analysis, Data Warehousing, Database Design, Problem Solving, Process Improvement, Program Management, Oracle Financials, Oracle Applications, Unix, Data Modeling, Agile Methodologies, Databases, Oracle E-Business Suite, SDLC, Oracle, Requirements Analysis
Education
Devi Ahilya Vishwavidyalaya 1994 — 1995
Post Grad. Diploma, International Business
Aptech Computer Education 1991 — 1994
Diploma, Software Engineering
Devi Ahilya Vishwavidyalaya 1991 — 1994
Bachelor's, Electronics
St. Paul H.S.School 1978 — 1991
UnderGrad
Matt Schagrin's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Fitchburg Creamery, Inc May 2012 - August 2012
Skills
Customer Service, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Dickinson College 2011 — 2015
Economics
Souhegan High School 2007 — 2011
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Fitchburg Creamery, Inc May 2012 - August 2012
Skills
Customer Service, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Dickinson College 2011 — 2015
Economics
Souhegan High School 2007 — 2011
Abhay Jain's Fidelity Investments Experience January 2004 - Present
Job Senior Director at Fidelity Investment
Industry Information Technology and Services
Experience
Fidelity Investments January 2004 - Present
Melstar Limited October 1999 - 2003
Tata Infotech March 1997 - October 1999
Skills
Production Operations, Software Project..., Global Delivery, Strategic Thinking, Leadership, Project Governance, Solution Architecture, PMP, Offshoring
Education
Devi Ahilya Vishwavidyalaya 1992 — 1996
BE, Electronics and Instrumentation
Fidelity Investments January 2004 - Present
Melstar Limited October 1999 - 2003
Tata Infotech March 1997 - October 1999
Skills
Production Operations, Software Project..., Global Delivery, Strategic Thinking, Leadership, Project Governance, Solution Architecture, PMP, Offshoring
Education
Devi Ahilya Vishwavidyalaya 1992 — 1996
BE, Electronics and Instrumentation
Lauren (Da Silveira) Fisher Lauren (Da Silveira) Fisher's Fidelity Investments Experience May 2008 - August 2008
Job Media Supervisor at Starcom MediaVest Group
Industry Marketing and Advertising
Experience
Starcom MediaVest Group December 2012 - Present
Starcom MediaVest Group November 2010 - December 2012
International Sales Group, LLC January 2009 - February 2009
Fidelity Investments May 2008 - August 2008
Porter Wright Morris & Arthur LLP January 2008 - February 2008
Fidelity Investments May 2007 - August 2007
Skills
Advertising, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Strategic Thinking, Strategic Planning, Sales, Strategy, Marketing, Social Media Marketing
Education
DePauw University 2006 — 2010
Bachelor of Liberal Arts, English Literature and Spanish
Florida Gulf Coast University
Masters, MBA in Marketing and Management
Barron Collier High School
Starcom MediaVest Group December 2012 - Present
Starcom MediaVest Group November 2010 - December 2012
International Sales Group, LLC January 2009 - February 2009
Fidelity Investments May 2008 - August 2008
Porter Wright Morris & Arthur LLP January 2008 - February 2008
Fidelity Investments May 2007 - August 2007
Skills
Advertising, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Strategic Thinking, Strategic Planning, Sales, Strategy, Marketing, Social Media Marketing
Education
DePauw University 2006 — 2010
Bachelor of Liberal Arts, English Literature and Spanish
Florida Gulf Coast University
Masters, MBA in Marketing and Management
Barron Collier High School
Govindraj Tungenwar Govindraj Tungenwar's Fidelity Investments Experience March 2011 - Present
Job Project Manager at KeyBank
Industry Information Technology and Services
Experience
KeyBank July 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments January 2013 - June 2015
Russell Investments October 2010 - February 2011
Russell Investments January 2010 - October 2010
BlackRock Solutions, London August 2006 - January 2010
Merrill Lynch, London October 2003 - August 2006
GTL Limited, Mumbai INDIA December 2000 - October 2003
Homeline Logistics Services Pvt. Ltd January 1999 - December 2000
Skills
Banking, Business Analysis, Microsoft SQL Server, Perl, Testing, SQL, Visual Basic, Software Project..., Agile Methodologies, Unix, Business Requirements, SDLC, Oracle, Solution Architecture, SOA, PL/SQL, .NET, Data Warehousing, Requirements Analysis, ASP, Agile Project Management, Business Intelligence, Business Process, CRM, Coaching, Data Modeling, Databases, ETL, Enterprise Architecture, IT Strategy, ITIL, Integration, Java Enterprise Edition, Management, PMP, Project Management, Requirements Gathering, Scrum, SharePoint, Software Development, Subversion, Sybase, Systems Analysis, UML, Unix Shell Scripting, User Acceptance Testing, Vendor Management, Visio, Web Services, XML
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 1999
MCA, Computer, Mangement
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1996
BSC
KeyBank July 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments January 2013 - June 2015
Russell Investments October 2010 - February 2011
Russell Investments January 2010 - October 2010
BlackRock Solutions, London August 2006 - January 2010
Merrill Lynch, London October 2003 - August 2006
GTL Limited, Mumbai INDIA December 2000 - October 2003
Homeline Logistics Services Pvt. Ltd January 1999 - December 2000
Skills
Banking, Business Analysis, Microsoft SQL Server, Perl, Testing, SQL, Visual Basic, Software Project..., Agile Methodologies, Unix, Business Requirements, SDLC, Oracle, Solution Architecture, SOA, PL/SQL, .NET, Data Warehousing, Requirements Analysis, ASP, Agile Project Management, Business Intelligence, Business Process, CRM, Coaching, Data Modeling, Databases, ETL, Enterprise Architecture, IT Strategy, ITIL, Integration, Java Enterprise Edition, Management, PMP, Project Management, Requirements Gathering, Scrum, SharePoint, Software Development, Subversion, Sybase, Systems Analysis, UML, Unix Shell Scripting, User Acceptance Testing, Vendor Management, Visio, Web Services, XML
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 1999
MCA, Computer, Mangement
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1996
BSC
Peter Svorinic's Fidelity Investments Experience April 2011 - Present
Job Director of Business Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Fidelity Investments April 2011 - Present
CFS Consulting Services, LLC. March 2011 - April 2011
Regulatory Compliance, LLC November 2010 - February 2011
Fidelity Investments September 2003 - September 2010
Fidelity Investments January 2001 - September 2003
Fidelity Investments May 1999 - January 2001
CIBC January 1998 - April 1999
Oppenheimer & Co. Inc. September 1996 - January 1998
Bear Stearns October 1995 - September 1996
J.B. Hanauer & Co., Inc. September 1989 - October 1995
Skills
Series 7, Financial Services, Mutual Funds, Securities, Risk Management, Asset Management, Investment Advisory, Series 63, Due Diligence, Strategy, Equities, Fixed Income, Asset Allocation, Wealth Management, Dispute Resolution, Investment Advisers Act, Capital Markets, Series 6, Hedge Funds, Consulting, Risk Assessment, Operational Risk..., Broker-Dealer Compliance, Institutional Sales, Options, Financial Advisory, FINRA, Alternative Investments, Finance, Financial Risk, Surveillance, Unified Managed Accounts, General Securities..., General Securities..., Wrap Accounts, RIAs, Supervisory Experience, Investments, Leadership, Business Analysis, Series 24, Series 99, Process Improvement, Financial Markets, Bonds, Governance, Management, Supervisory Skills, Regulatory Compliance, Financial Policies &...
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Executive Education
Seton Hall University 1988 — 1993
MBA
Georgetown University 1982 — 1985
Bachelor of Arts (BA)
London School of Economics and Political Science 1984 — 1984
Drew University 1981 — 1982
Lori Wenzl Davis, CPC, QPFC, CFP® Lori Wenzl Davis, CPC, QPFC, CFP®'s Fidelity Investments Experience September 2007 - March 2009
Job Transition Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Transamerica Retirement Solutions October 2013 - Present
Tampa Bay Lightning February 2013 - October 2013
ASPire Financial Services, LLC February 2011 - February 2013
The Newport Group August 2009 - December 2010
Fidelity Investments September 2007 - March 2009
Invesmart 2001 - 2007
The 401(k) Company 1996 - 2001
Ameriprise Financial 1988 - 1995
Skills
Series 7, Retirement Planning, Pensions, New Business Development, Banking, Relationship Management, Asset Allocation, Project Management, Investment Advisory, Finance, Strategic Financial...
Education
Drake University 1981 — 1985
Bachelor of Arts, Journalism
Santo Lanza Santo Lanza's Fidelity Investments Experience March 2007 - June 2008
Job Market Area Manager at Credit Acceptance
Industry Automotive
Experience
Credit Acceptance January 2015 - Present
Avis Budget Group June 2008 - January 2015
Fidelity Investments March 2007 - June 2008
Island Sales and Leasing, Inc. July 2006 - March 2007
Enterprise Rent-A-Car March 2004 - June 2006
Enterprise Rent-A-Car November 2001 - February 2004
Enterprise Rent-A-Car March 1999 - October 2001
Enterprise Rent-A-Car November 1995 - February 1999
Skills
Sales Operations, Management, Budgets, Recruiting, Market Research, Customer Service, Profit, Finance, Automobile, Auditing, Dealers, Car Rental
Education
Dowling College 1990 — 1994
Business Administration and Management, General
North Babylon High School 1987 — 1990
High School Diploma
Credit Acceptance January 2015 - Present
Avis Budget Group June 2008 - January 2015
Fidelity Investments March 2007 - June 2008
Island Sales and Leasing, Inc. July 2006 - March 2007
Enterprise Rent-A-Car March 2004 - June 2006
Enterprise Rent-A-Car November 2001 - February 2004
Enterprise Rent-A-Car March 1999 - October 2001
Enterprise Rent-A-Car November 1995 - February 1999
Skills
Sales Operations, Management, Budgets, Recruiting, Market Research, Customer Service, Profit, Finance, Automobile, Auditing, Dealers, Car Rental
Education
Dowling College 1990 — 1994
Business Administration and Management, General
North Babylon High School 1987 — 1990
High School Diploma
Timothy O'Connors Timothy O'Connors's Fidelity Investments Experience April 2011 - Present
Job Sr. Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments July 2002 - April 2011
Skills
Mutual Funds
Education
Dickinson College 1994 — 1998
BA, Political Science
Bethlehem Catholic H.S. 1990 — 1994
Fidelity Investments April 2011 - Present
Fidelity Investments July 2002 - April 2011
Skills
Mutual Funds
Education
Dickinson College 1994 — 1998
BA, Political Science
Bethlehem Catholic H.S. 1990 — 1994
Aaron Gates Carlton Aaron Gates Carlton's Fidelity Investments Experience December 2000 - February 2004
Job Investment Realtor
Industry Real Estate
Experience
PMA Fulfillment July 2012 - May 2013
GoDaddy.com February 2010 - June 2012
Salt Lake Investor May 2004 - March 2010
Fidelity Investments December 2000 - February 2004
Skills
Bilingual, Real Estate, Email Marketing, Marketing, Customer Service, New Business Development, Logistics, Logistics Management, Logistics Consulting, Order Fulfillment, Fulfillment Services, Demand Fulfillment, Fulfillment Programs, Fulfillment Management, Client Fulfillment, Warehousing, Warehouse Control, 3PL, International Shipping, UPS Shipping, Kitting, Third Party Logistics
Education
DeVry University Phoenix 2009 — 2011
Student, Technical Management, 3.5
University of Utah 1999 — 2002
PMA Fulfillment July 2012 - May 2013
GoDaddy.com February 2010 - June 2012
Salt Lake Investor May 2004 - March 2010
Fidelity Investments December 2000 - February 2004
Skills
Bilingual, Real Estate, Email Marketing, Marketing, Customer Service, New Business Development, Logistics, Logistics Management, Logistics Consulting, Order Fulfillment, Fulfillment Services, Demand Fulfillment, Fulfillment Programs, Fulfillment Management, Client Fulfillment, Warehousing, Warehouse Control, 3PL, International Shipping, UPS Shipping, Kitting, Third Party Logistics
Education
DeVry University Phoenix 2009 — 2011
Student, Technical Management, 3.5
University of Utah 1999 — 2002
Brent Choi's Fidelity Investments Experience January 2014 - Present
Job Hyperion Engineer at Stanford University
Industry Information Technology and Services
Experience
Stanford University January 2011 - Present
Buck/Cardinal Club January 2014 - Present
American Red Cross January 2012 - Present
Scottrade September 2004 - Present
Fidelity Investments January 2014 - Present
Royal Capital Estates LLC July 2007 - Present
King Hyperion dotCom LLC September 2004 - January 2011
Skills
EPM, Hyperion Planning, OBIEE, Business Intelligence
Education
DeVry University Phoenix 2001 — 2004
Bachelor's of Science in Computer Information Systems, Computer Science, 4.0
Trump University 2007 — 2009
Transaction Engineer Certificate, Real Estate, A
Stanford University January 2011 - Present
Buck/Cardinal Club January 2014 - Present
American Red Cross January 2012 - Present
Scottrade September 2004 - Present
Fidelity Investments January 2014 - Present
Royal Capital Estates LLC July 2007 - Present
King Hyperion dotCom LLC September 2004 - January 2011
Skills
EPM, Hyperion Planning, OBIEE, Business Intelligence
Education
DeVry University Phoenix 2001 — 2004
Bachelor's of Science in Computer Information Systems, Computer Science, 4.0
Trump University 2007 — 2009
Transaction Engineer Certificate, Real Estate, A
Dawn DiStefano Dawn DiStefano's Fidelity Investments Experience September 2003 - December 2004
Job Professor
Industry Education Management
Experience
Molloy College January 2015 - Present
Nassau Community College January 2006 - Present
American Red Cross Greater New York January 2014 - February 2015
Nassau Community College September 2011 - January 2014
Dowling College September 2008 - September 2009
Nassau Community College September 2006 - September 2009
Nassau Community College October 2005 - September 2009
JPMorgan Chase & Co. March 2005 - October 2005
Fidelity Investments September 2003 - December 2004
Charles Schwab April 2000 - September 2003
Education
Dowling College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Business Administration and Management, General
Nassau Community College
Associate's Degree, Word Processing/Legal
Molloy College January 2015 - Present
Nassau Community College January 2006 - Present
American Red Cross Greater New York January 2014 - February 2015
Nassau Community College September 2011 - January 2014
Dowling College September 2008 - September 2009
Nassau Community College September 2006 - September 2009
Nassau Community College October 2005 - September 2009
JPMorgan Chase & Co. March 2005 - October 2005
Fidelity Investments September 2003 - December 2004
Charles Schwab April 2000 - September 2003
Education
Dowling College
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Business Administration and Management, General
Nassau Community College
Associate's Degree, Word Processing/Legal
Tyler Endsley, MBA Tyler Endsley, MBA's Fidelity Investments Experience 2011 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
JPMorgan Chase & Co. May 2009 - May 2011
Wells Fargo May 2002 - May 2009
Skills
Portfolio Management, Financial Analysis, Financial Services, Mutual Funds, Risk Management, Finance, Equities, Banking, Financial Planning, Wealth Management
Education
Westminster College 2013 — 2015
Master of Business Administration (MBA)
University of Utah 2001 — 2002
Bachelor of Arts (BA), Finance, General
Dixie State University 1999 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Fidelity Investments 2011 - Present
JPMorgan Chase & Co. May 2009 - May 2011
Wells Fargo May 2002 - May 2009
Skills
Portfolio Management, Financial Analysis, Financial Services, Mutual Funds, Risk Management, Finance, Equities, Banking, Financial Planning, Wealth Management
Education
Westminster College 2013 — 2015
Master of Business Administration (MBA)
University of Utah 2001 — 2002
Bachelor of Arts (BA), Finance, General
Dixie State University 1999 — 2000
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Penny McGrath Penny McGrath's Fidelity Investments Experience April 2011 - April 2014
Job Portfolio Specialist
Industry Financial Services
Experience
Fidelity Investments April 2011 - April 2014
Education
DeVry University-Arizona 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Utah State University 2004 — 2005
Bachelor's degree
Snow College 2002 — 2004
Associate's degree
Fidelity Investments April 2011 - April 2014
Education
DeVry University-Arizona 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Utah State University 2004 — 2005
Bachelor's degree
Snow College 2002 — 2004
Associate's degree
Akshay Gundawar's Fidelity Investments Experience June 2007 - Present
Job Sr. Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2007 - Present
IBM 2000 - 2007
Ameritech May 1999 - April 2000
Jai Corp Limited April 1997 - April 1999
Skills
Performance Improvement, Increase Productivity, Crisis Management, Change Management, Problem Management, Incident Management, Cross-functional Team..., Strategic Planning, Team Building, Mentoring, System Architecture, System Administration, Business Continuity..., IT Service Management, IT Operations Management, Disaster Recovery, Infrastructure..., Application Support..., Websphere, ITIL, SQL, SDLC, Integration, Process Improvement, Management, Leadership, Testing, Solaris, WebSphere
Education
College of Engineering Aurangabad 1993 — 1996
Master of Computer Applications (MCA)
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1993
Bachelor of Science (B.Sc.)
Fidelity Investments June 2007 - Present
IBM 2000 - 2007
Ameritech May 1999 - April 2000
Jai Corp Limited April 1997 - April 1999
Skills
Performance Improvement, Increase Productivity, Crisis Management, Change Management, Problem Management, Incident Management, Cross-functional Team..., Strategic Planning, Team Building, Mentoring, System Architecture, System Administration, Business Continuity..., IT Service Management, IT Operations Management, Disaster Recovery, Infrastructure..., Application Support..., Websphere, ITIL, SQL, SDLC, Integration, Process Improvement, Management, Leadership, Testing, Solaris, WebSphere
Education
College of Engineering Aurangabad 1993 — 1996
Master of Computer Applications (MCA)
Doctor Babasaheb Ambedkar Marathwada University 1990 — 1993
Bachelor of Science (B.Sc.)
Craig E. Avidano, Esq.'s Fidelity Investments Experience March 2001 - December 2003
Job at
Industry Financial Services
Experience
MUFG Americas November 2014 - Present
Citi May 2013 - November 2014
Federal Reserve Bank of New York March 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - March 2012
UBS International March 2006 - May 2010
Deutsche Bank September 2004 - March 2006
Deutsche Bank January 2004 - September 2004
Fidelity Investments March 2001 - December 2003
Fidelity Investments March 2000 - March 2001
Schroder Inc January 1999 - March 2000
Skills
AML, KYC, CAMS, USA PATRIOT Act, OFAC, Regulations, Financial Institutions, Series 7, Risk Management, SEC, Enterprise Risk..., Corporate Governance, FCPA, Securities Regulation, FINRA, Banking, Sanction, Capital Markets, Risk Assessment, Bank Secrecy Act, Due Diligence, Investments, Trading, Investment Banking, Series 24, Investment Advisory, Financial Services, Series 63, Internal Audit, Wealth Management, Series 65, Private Equity, Operational Risk, Anti Money Laundering, Certified Anti-Money..., Financial Markets, Fixed Income, Hedge Funds, Mutual Funds, Operational Risk..., Prime Brokerage, Securities
Education
Seton Hall University School of Law 2000 — 2004
JD, Law
Dowling College 1997 — 1998
MBA, Banking and Finance
State University of New York College at Oneonta 1994 — 1996
BS, Economics and Business
MUFG Americas November 2014 - Present
Citi May 2013 - November 2014
Federal Reserve Bank of New York March 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - March 2012
UBS International March 2006 - May 2010
Deutsche Bank September 2004 - March 2006
Deutsche Bank January 2004 - September 2004
Fidelity Investments March 2001 - December 2003
Fidelity Investments March 2000 - March 2001
Schroder Inc January 1999 - March 2000
Skills
AML, KYC, CAMS, USA PATRIOT Act, OFAC, Regulations, Financial Institutions, Series 7, Risk Management, SEC, Enterprise Risk..., Corporate Governance, FCPA, Securities Regulation, FINRA, Banking, Sanction, Capital Markets, Risk Assessment, Bank Secrecy Act, Due Diligence, Investments, Trading, Investment Banking, Series 24, Investment Advisory, Financial Services, Series 63, Internal Audit, Wealth Management, Series 65, Private Equity, Operational Risk, Anti Money Laundering, Certified Anti-Money..., Financial Markets, Fixed Income, Hedge Funds, Mutual Funds, Operational Risk..., Prime Brokerage, Securities
Education
Seton Hall University School of Law 2000 — 2004
JD, Law
Dowling College 1997 — 1998
MBA, Banking and Finance
State University of New York College at Oneonta 1994 — 1996
BS, Economics and Business
Jamie Pagliocco's Fidelity Investments Experience 2006 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Fidelity Investments 2001 - 2006
Skills
Fixed Income, Investments, Asset Management, Bonds, Insurance, Competitive Analysis, Business Strategy, Leadership, Budgets, Sales
Education
Seton Hall University 1989 — 1991
Master of Business Administration (MBA), Finance
Drew University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments 2006 - Present
Fidelity Investments 2001 - 2006
Skills
Fixed Income, Investments, Asset Management, Bonds, Insurance, Competitive Analysis, Business Strategy, Leadership, Budgets, Sales
Education
Seton Hall University 1989 — 1991
Master of Business Administration (MBA), Finance
Drew University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Jacqueline Spaulding's Fidelity Investments Experience April 2015 - Present
Job Financial Planning
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Vantiv, Inc. June 2011 - July 2012
Fifth Third Processing Solutions, LLC July 2009 - June 2011
Fifth Third Bank October 2005 - June 2009
Citigroup August 2001 - May 2002
Citibank April 1998 - August 2001
Household International September 1997 - March 1998
Household Retail Services September 1995 - August 1997
Citicorp Retail Services February 1990 - August 1995
Skills
Accounts Payable, Merchant Services, Financial Modeling, Financial Analysis, Concur, T&E Reporting, Purchase Card..., Credit Cards, Cross-functional Team..., Finance, Accounting, Management, Portfolio Management, Risk Management, Strategic Financial..., Cash Management, Payments, Credit, Leadership
Education
The Ohio State University Fisher College of Business 2012 — 2014
Executive Certificate in Financial Planning, Financial Planning and Services, Pass
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance, Corporate Accounting
Dowling College 1986 — 1990
BBA, Accounting
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Vantiv, Inc. June 2011 - July 2012
Fifth Third Processing Solutions, LLC July 2009 - June 2011
Fifth Third Bank October 2005 - June 2009
Citigroup August 2001 - May 2002
Citibank April 1998 - August 2001
Household International September 1997 - March 1998
Household Retail Services September 1995 - August 1997
Citicorp Retail Services February 1990 - August 1995
Skills
Accounts Payable, Merchant Services, Financial Modeling, Financial Analysis, Concur, T&E Reporting, Purchase Card..., Credit Cards, Cross-functional Team..., Finance, Accounting, Management, Portfolio Management, Risk Management, Strategic Financial..., Cash Management, Payments, Credit, Leadership
Education
The Ohio State University Fisher College of Business 2012 — 2014
Executive Certificate in Financial Planning, Financial Planning and Services, Pass
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance, Corporate Accounting
Dowling College 1986 — 1990
BBA, Accounting
Gus Engel's Fidelity Investments Experience December 2003 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Federated Investors May 1998 - December 2003
Federated Investors May 1997 - May 1998
Education
Dickinson College 1989 — 1993
Sullivan County High School 1986 — 1989
Fidelity Investments December 2003 - Present
Federated Investors May 1998 - December 2003
Federated Investors May 1997 - May 1998
Education
Dickinson College 1989 — 1993
Sullivan County High School 1986 — 1989
Firouzeh Etebar's Fidelity Investments Experience 1999 - 2012
Job Financial Services Executive RM
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
Harshal Awasthi's Fidelity Investments Experience 2003 - 2004
Job Group Project Manager at HCL America Inc
Industry Computer Software
Experience
HCL America Inc February 2014 - Present
HCL Technologies October 2008 - February 2014
HCL Technologies August 2009 - July 2012
HCL Technologies 2006 - 2008
Rapidigm 2004 - 2004
Fidelity Investments 2003 - 2004
InfoBeans 2002 - 2003
Skills
Hibernate, Agile Methodologies, ASP.NET, .NET, XML, Microsoft SQL Server, UML, Oracle, VSS, AJAX, SOA, JMS, WCF, C#, Software Project..., SDLC, Web Services, SQL, Global Delivery, Java Enterprise Edition, Integration, Program Management, Requirements Analysis, Enterprise Software, Agile Project Management
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Master of Comuter Managment, Computer Science
HCL America Inc February 2014 - Present
HCL Technologies October 2008 - February 2014
HCL Technologies August 2009 - July 2012
HCL Technologies 2006 - 2008
Rapidigm 2004 - 2004
Fidelity Investments 2003 - 2004
InfoBeans 2002 - 2003
Skills
Hibernate, Agile Methodologies, ASP.NET, .NET, XML, Microsoft SQL Server, UML, Oracle, VSS, AJAX, SOA, JMS, WCF, C#, Software Project..., SDLC, Web Services, SQL, Global Delivery, Java Enterprise Edition, Integration, Program Management, Requirements Analysis, Enterprise Software, Agile Project Management
Education
Devi Ahilya Vishwavidyalaya 2000 — 2002
Master of Comuter Managment, Computer Science
Christine Grady's Fidelity Investments Experience January 2011 - Present
Job Planning Consultant FILI at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments August 2005 - January 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Master of Business Administration (MBA)
Dickinson College 1995 — 1999
Fidelity Investments January 2011 - Present
Fidelity Investments August 2005 - January 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Master of Business Administration (MBA)
Dickinson College 1995 — 1999
Ari Magnusson's Fidelity Investments Experience February 2012 - Present
Job Program Manager Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments May 2011 - February 2012
Fidelity Investments 2009 - 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2002
Mellon Private Asset Management 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Enterprise Software, Management, Process Improvement, Program Management, Project Management, SDLC, Software Documentation, Strategy, Vendor Management
Education
Dickinson College 1988 — 1992
Bachelor of Arts, History, Music
Fidelity Investments February 2012 - Present
Fidelity Investments May 2011 - February 2012
Fidelity Investments 2009 - 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2002
Mellon Private Asset Management 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Enterprise Software, Management, Process Improvement, Program Management, Project Management, SDLC, Software Documentation, Strategy, Vendor Management
Education
Dickinson College 1988 — 1992
Bachelor of Arts, History, Music
Kakoli Pardikar's Fidelity Investments Experience 2000 - 2006
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wachovia May 2007 - October 2009
Fidelity Investments 2000 - 2006
Bank Melli Iran 1999 - 2001
Skills
Business Analysis, SDLC, Software Development, Software Project..., Time Management, Business Process, Program Management, Process Improvement
Education
Southern New Hampshire University 2000 — 2003
Master of Business Administration (MBA), Computer Science
Devi Ahilya Vishwavidyalaya 1993 — 1997
BCA, Computer Science
Gulf Indian High School
Wells Fargo March 2010 - Present
Wachovia May 2007 - October 2009
Fidelity Investments 2000 - 2006
Bank Melli Iran 1999 - 2001
Skills
Business Analysis, SDLC, Software Development, Software Project..., Time Management, Business Process, Program Management, Process Improvement
Education
Southern New Hampshire University 2000 — 2003
Master of Business Administration (MBA), Computer Science
Devi Ahilya Vishwavidyalaya 1993 — 1997
BCA, Computer Science
Gulf Indian High School
satya sirigineedi's Fidelity Investments Experience Software engineercovansys1997 - 2006
Job SR.software Engineer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Software engineercovansys1997 - 2006
CBSI (Covansys)- India. 1996 - 1998
Education
Doctor Babasaheb Ambedkar Marathwada University 1991 — 1995
Fidelity Investments Software engineercovansys1997 - 2006
CBSI (Covansys)- India. 1996 - 1998
Education
Doctor Babasaheb Ambedkar Marathwada University 1991 — 1995
Pragya Shukla's Fidelity Investments Experience December 2004 - August 2005
Job Test Lead at CommonWealth Office Of Techonology
Industry Information Technology and Services
Experience
NTT DATA May 2014 - Present
CGI April 2009 - May 2014
Mahindra Satyam September 2005 - May 2009
Fidelity Investments December 2004 - August 2005
Link Automation Pvt Ltd - Indore December 2002 - November 2004
Skills
Manual Testing, HP..., Mainframe Testing, QMF, SOA Testing using soap..., Mainframe Testing, Manual Testing, Test Planning, QMF, Quality Center, Test Management, User Acceptance Testing, Functional Testing, Regression Testing, SDLC, SoapUI, Testing, Defect Tracking, System Integration..., Quality Assurance, Test Strategy, System Testing, Test Execution, Business Requirements, Waterfall, Requirements Gathering, SQL, TFS, Web Services, Test Estimation, Integration Testing, ETL, Toad, ISTQB Certified, Agile Testing, Web Testing, Test Cases, QTP, Test Automation, Requirements Analysis, HP Quality Center
Education
Rajiv Gandhi Proudyogiki Vishwavidyalaya (Technical University of M.P State 1999 — 2001
Masters, Computer Management (MCM)
Devi Ahilya Vishwavidyalaya 1996 — 1999
Bachelor, Science
NTT DATA May 2014 - Present
CGI April 2009 - May 2014
Mahindra Satyam September 2005 - May 2009
Fidelity Investments December 2004 - August 2005
Link Automation Pvt Ltd - Indore December 2002 - November 2004
Skills
Manual Testing, HP..., Mainframe Testing, QMF, SOA Testing using soap..., Mainframe Testing, Manual Testing, Test Planning, QMF, Quality Center, Test Management, User Acceptance Testing, Functional Testing, Regression Testing, SDLC, SoapUI, Testing, Defect Tracking, System Integration..., Quality Assurance, Test Strategy, System Testing, Test Execution, Business Requirements, Waterfall, Requirements Gathering, SQL, TFS, Web Services, Test Estimation, Integration Testing, ETL, Toad, ISTQB Certified, Agile Testing, Web Testing, Test Cases, QTP, Test Automation, Requirements Analysis, HP Quality Center
Education
Rajiv Gandhi Proudyogiki Vishwavidyalaya (Technical University of M.P State 1999 — 2001
Masters, Computer Management (MCM)
Devi Ahilya Vishwavidyalaya 1996 — 1999
Bachelor, Science
Robert Drysdale-Coffin's Fidelity Investments Experience January 2012 - Present
Job Principal Software engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Education
Drake University 1978 — 1981
Fidelity Investments January 2012 - Present
Education
Drake University 1978 — 1981
Mark Manno's Fidelity Investments Experience December 2005 - July 2009
Job Marketing Manager at Curtis Industries, LLC
Industry Mechanical or Industrial Engineering
Experience
Curtis Industries, LLC October 2013 - Present
MetLife May 2011 - February 2012
Fidelity Investments December 2005 - July 2009
Blue Cross May 2005 - October 2005
Aetna, INC. July 1997 - April 2005
Skills
Management, Social Media, Public Relations, Internal Communications, Call Centers, Insurance, Time Management, Strategic Communications, Financial Services, Employee Engagement, Human Resources, Marketing Communications, Leadership Development, Editing, Leadership, Corporate Communications
Education
Drake University
BA, Journalism
Southern Methodist University
MLA, Liberal Arts
Curtis Industries, LLC October 2013 - Present
MetLife May 2011 - February 2012
Fidelity Investments December 2005 - July 2009
Blue Cross May 2005 - October 2005
Aetna, INC. July 1997 - April 2005
Skills
Management, Social Media, Public Relations, Internal Communications, Call Centers, Insurance, Time Management, Strategic Communications, Financial Services, Employee Engagement, Human Resources, Marketing Communications, Leadership Development, Editing, Leadership, Corporate Communications
Education
Drake University
BA, Journalism
Southern Methodist University
MLA, Liberal Arts
TIMOTHY MCPARLAND's Fidelity Investments Experience 1993 - May 2008
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2008 - Present
FIDELITY INVESTMENTS 1993 - May 2008
AT&T 1987 - 1993
Education
Dowling College 1989 — 1991
MBA, economics
University of South Florida 1985 — 1987
BA, economics
University of South Florida 1985 — 1987
BA, economics
Principal Financial Group June 2008 - Present
FIDELITY INVESTMENTS 1993 - May 2008
AT&T 1987 - 1993
Education
Dowling College 1989 — 1991
MBA, economics
University of South Florida 1985 — 1987
BA, economics
University of South Florida 1985 — 1987
BA, economics
Damien J Fairman's Fidelity Investments Experience 2000 - 2001
Job Experienced Reference Data Business Analyst/Operation
Industry Banking
Experience
Barclays Investment Bank March 2014 - Present
Credit Suisse May 2011 - November 2013
Alliance Bernstein March 2007 - May 2011
Pershing, a BNY Mellon company 2000 - 2007
Fidelity Investments 2000 - 2001
Skills
Fixed Income, Equities, Derivatives, Market Data, Options, Quality Center, Bloomberg Terminal, S&P, Asset Control, Hedge Funds, Financial Markets, User Acceptance Testing, Bloomberg, Corporate Actions, Analysis, Asset Allocation, Back Office, Banking, Business Requirements, Credit Derivatives, Due Diligence, Risk Management, Series 63, Swaps, Trading Systems, Strategy, Wealth Management, Requirements Analysis, Training, Finance, Securities, Financial Services
Education
Dowling College 1995 — 2000
BA, Business Management
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barclays Investment Bank March 2014 - Present
Credit Suisse May 2011 - November 2013
Alliance Bernstein March 2007 - May 2011
Pershing, a BNY Mellon company 2000 - 2007
Fidelity Investments 2000 - 2001
Skills
Fixed Income, Equities, Derivatives, Market Data, Options, Quality Center, Bloomberg Terminal, S&P, Asset Control, Hedge Funds, Financial Markets, User Acceptance Testing, Bloomberg, Corporate Actions, Analysis, Asset Allocation, Back Office, Banking, Business Requirements, Credit Derivatives, Due Diligence, Risk Management, Series 63, Swaps, Trading Systems, Strategy, Wealth Management, Requirements Analysis, Training, Finance, Securities, Financial Services
Education
Dowling College 1995 — 2000
BA, Business Management
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Anu Chowdary's Fidelity Investments Experience May 2013 - Present
Job ERP Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2013 - Present
United Surgical Partners March 2009 - May 2013
Michaels Stores, Inc. January 2007 - March 2009
IBM ( Williams Energy) July 1999 - January 2007
Skills
ERP, Testing, Oracle E-Business Suite, SDLC, Business Intelligence, Business Analysis, Requirements Analysis, Visio, Data Warehousing, Oracle, Integration, SQL, SharePoint, Databases, Enterprise Architecture, Oracle Financial, Healthcare
Education
Doctor Babasaheb Ambedkar Marathwada University 1991 — 1995
Engineering, Computer Science
Fidelity Investments May 2013 - Present
United Surgical Partners March 2009 - May 2013
Michaels Stores, Inc. January 2007 - March 2009
IBM ( Williams Energy) July 1999 - January 2007
Skills
ERP, Testing, Oracle E-Business Suite, SDLC, Business Intelligence, Business Analysis, Requirements Analysis, Visio, Data Warehousing, Oracle, Integration, SQL, SharePoint, Databases, Enterprise Architecture, Oracle Financial, Healthcare
Education
Doctor Babasaheb Ambedkar Marathwada University 1991 — 1995
Engineering, Computer Science
Jay Goodwin's Fidelity Investments Experience May 2015 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Credit Suisse May 2013 - May 2015
BB&T June 2010 - May 2013
2e2 August 2008 - May 2010
Candor October 2003 - August 2008
1st Software January 2000 - October 2003
1st Software 1999 - 2000
IndyMac 1995 - 1999
Crystal Cathedral 1995 - 1996
U.S. Army 1992 - 1995
Skills
Active Directory, VMware, Infrastructure, Microsoft Exchange, High Availability, Virtualization, Cluster, Hyper-V, Servers, DHCP, Security, DNS, TCP/IP, Networking
Education
DeVry University 1995 — 1998
BSc, Network Management
Fidelity Investments May 2015 - Present
Credit Suisse May 2013 - May 2015
BB&T June 2010 - May 2013
2e2 August 2008 - May 2010
Candor October 2003 - August 2008
1st Software January 2000 - October 2003
1st Software 1999 - 2000
IndyMac 1995 - 1999
Crystal Cathedral 1995 - 1996
U.S. Army 1992 - 1995
Skills
Active Directory, VMware, Infrastructure, Microsoft Exchange, High Availability, Virtualization, Cluster, Hyper-V, Servers, DHCP, Security, DNS, TCP/IP, Networking
Education
DeVry University 1995 — 1998
BSc, Network Management
Matthew Merrell's Fidelity Investments Experience 2006 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2006 - 2009
Mountain America Credit Union 2001 - 2004
Skills
Retirement Planning, Series 7
Education
Dixie State University 1987 — 1992
Associates
Grand County High 1983 — 1987
Fidelity Investments 2006 - 2009
Mountain America Credit Union 2001 - 2004
Skills
Retirement Planning, Series 7
Education
Dixie State University 1987 — 1992
Associates
Grand County High 1983 — 1987
Cody Sandall's Fidelity Investments Experience November 2009 - October 2011
Job ADP AdvancedMD PD District Manager
Industry Computer Software
Experience
ADP AdvancedMD September 2014 - Present
iFreedom Direct Corporation October 2011 - August 2014
Fidelity Investments November 2009 - October 2011
US Bank November 2007 - November 2009
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Lending, Mortgage Lending, Cross Selling, Credit Risk, Financial Analysis, Branch Banking, Lines Of Credit, Branch Management, Portfolio Management, Risk Management, Loan Origination, Deposits, Residential Mortgages, Investments, Financial Services, Securities, Series 63, Wealth Management, Series 7, Financial Risk, Customer Service
Education
Eckerd College 2000 — 2002
Dixie State University
Business
ADP AdvancedMD September 2014 - Present
iFreedom Direct Corporation October 2011 - August 2014
Fidelity Investments November 2009 - October 2011
US Bank November 2007 - November 2009
Skills
Banking, Loans, Credit, Commercial Banking, Retail Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Lending, Mortgage Lending, Cross Selling, Credit Risk, Financial Analysis, Branch Banking, Lines Of Credit, Branch Management, Portfolio Management, Risk Management, Loan Origination, Deposits, Residential Mortgages, Investments, Financial Services, Securities, Series 63, Wealth Management, Series 7, Financial Risk, Customer Service
Education
Eckerd College 2000 — 2002
Dixie State University
Business
Jonathan McAllister, CFP®'s Fidelity Investments Experience May 2010 - Present
Job Vice President, Sr. Account Executive Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments March 2010 - May 2010
T. Rowe Price October 2006 - February 2010
T Rowe Price August 2005 - August 2007
Education
The George Washington University - School of Business 2008 — 2010
MBA
Dickinson College 2000 — 2004
BA, International Business and Spanish
Universidad Autónoma de Querétaro 2003 — 2003
Universidad de Málaga 2002 — 2002
Fidelity Investments May 2010 - Present
Fidelity Investments March 2010 - May 2010
T. Rowe Price October 2006 - February 2010
T Rowe Price August 2005 - August 2007
Education
The George Washington University - School of Business 2008 — 2010
MBA
Dickinson College 2000 — 2004
BA, International Business and Spanish
Universidad Autónoma de Querétaro 2003 — 2003
Universidad de Málaga 2002 — 2002
Slava Zayarny's Fidelity Investments Experience 2007 - Present
Job Principal Database Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
SAS 2003 - 2007
Zacks Investment Research 1997 - 2003
Skills
Oracle Enterprise..., Oracle E-Business Suite, PL/SQL, Oracle Applications, AIX, Oracle RAC, Performance Tuning, RMAN, High Availability, Grid Control, OEM, Platform migration, Python, SQL, SQL Tuning, Databases, Unix, T-SQL, System Migration, Data Modeling, Grid Computing, Database Administration, IBM AIX
Education
Drake University 1993 — 1997
Bachelor of Science (BS)
Fidelity Investments 2007 - Present
SAS 2003 - 2007
Zacks Investment Research 1997 - 2003
Skills
Oracle Enterprise..., Oracle E-Business Suite, PL/SQL, Oracle Applications, AIX, Oracle RAC, Performance Tuning, RMAN, High Availability, Grid Control, OEM, Platform migration, Python, SQL, SQL Tuning, Databases, Unix, T-SQL, System Migration, Data Modeling, Grid Computing, Database Administration, IBM AIX
Education
Drake University 1993 — 1997
Bachelor of Science (BS)
Vaijinath Hossale's Fidelity Investments Experience May 2005 - August 2011
Job Hi
Industry Information Technology and Services
Experience
Cognizant Technology Solutions August 2011 - Present
Fidelity Investments May 2005 - August 2011
Telesis Technlogies May 2000 - February 2002
Skills
Oracle Certified DBA, Unix Operating Systems, Linux System..., Autosys, BMC Remedy, Windows
Education
Doctor Babasaheb Ambedkar Marathwada University 1986 — 1998
Master of Science (M.Sc.), Computer Science, First
Cognizant Technology Solutions August 2011 - Present
Fidelity Investments May 2005 - August 2011
Telesis Technlogies May 2000 - February 2002
Skills
Oracle Certified DBA, Unix Operating Systems, Linux System..., Autosys, BMC Remedy, Windows
Education
Doctor Babasaheb Ambedkar Marathwada University 1986 — 1998
Master of Science (M.Sc.), Computer Science, First
Shane Darnell's Fidelity Investments Experience 1996 - 2006
Job Program Manager, Global Initiatives
Industry Information Technology and Services
Experience
Bauer Hockey, Inc 2012 - Present
HP Hood LLC 2006 - 2012
Fidelity Investments 1996 - 2006
Mobil Oil Exploration & Producing, US 1991 - 1996
Skills
Process Engineering, IT Management, Risk Management, Offshoring, ITIL, Six Sigma, PMO, Project Portfolio..., Software Project..., Agile Project Management, Strategic Planning, SharepPoint Consulting, IT Service Management, Website Development, Change Management, Change Leadership, Organizational Change, ERP/CRM, Order to Cash, Business Intelligence, Data Warehousing, Project Management, Full SDLC, Supply Chain..., SAP, Management, Cross-functional Team..., Strategy, Business Process..., Leadership
Education
DeVry University
Bachelor of Science (B.S.)
Bauer Hockey, Inc 2012 - Present
HP Hood LLC 2006 - 2012
Fidelity Investments 1996 - 2006
Mobil Oil Exploration & Producing, US 1991 - 1996
Skills
Process Engineering, IT Management, Risk Management, Offshoring, ITIL, Six Sigma, PMO, Project Portfolio..., Software Project..., Agile Project Management, Strategic Planning, SharepPoint Consulting, IT Service Management, Website Development, Change Management, Change Leadership, Organizational Change, ERP/CRM, Order to Cash, Business Intelligence, Data Warehousing, Project Management, Full SDLC, Supply Chain..., SAP, Management, Cross-functional Team..., Strategy, Business Process..., Leadership
Education
DeVry University
Bachelor of Science (B.S.)
B Belak's Fidelity Investments Experience 1989 - 1996
Job School Counselor at Mont Vernon Village School
Industry Education Management
Experience
Mont Vernon Village School July 2004 - Present
Fidelity Investments 1989 - 1996
Crum & Forster 1985 - 1989
Skills
Student Counseling, Small Group Counseling, College Applications, Academic Advising, Career Counseling, Parenthood, Standardized Testing, At-risk, RTI, Educational Leadership, Interventions, K-12, Teaching, Behavior Modification, Behavior Management, Staff Development, Adolescents, IEP, Individual Counselling, Elementary Education, Lesson Planning, Tutoring, Curriculum Development, Curriculum Design, Educational Technology, Learning Disabilities, Special Education, Program Development, Educational Consulting, Classroom Management, Educational Assessment
Education
The University of Texas at Dallas 1990 — 1992
MS, Human Development Psychology
Dickinson College 1975 — 1979
BA, Psychology
Keene State College
Post Masters Certification, School Counseling
Mont Vernon Village School July 2004 - Present
Fidelity Investments 1989 - 1996
Crum & Forster 1985 - 1989
Skills
Student Counseling, Small Group Counseling, College Applications, Academic Advising, Career Counseling, Parenthood, Standardized Testing, At-risk, RTI, Educational Leadership, Interventions, K-12, Teaching, Behavior Modification, Behavior Management, Staff Development, Adolescents, IEP, Individual Counselling, Elementary Education, Lesson Planning, Tutoring, Curriculum Development, Curriculum Design, Educational Technology, Learning Disabilities, Special Education, Program Development, Educational Consulting, Classroom Management, Educational Assessment
Education
The University of Texas at Dallas 1990 — 1992
MS, Human Development Psychology
Dickinson College 1975 — 1979
BA, Psychology
Keene State College
Post Masters Certification, School Counseling
Bill Dutton's Fidelity Investments Experience July 1999 - Present
Job Principle Database Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1999 - Present
GTECH July 1985 - July 1999
GTECH 1984 - 1985
Skills
Oracle Database..., Sybase Database..., MS SQL Server Database..., SQL, Databases, Analysis, Software Installation, Certified Firearms..., Level 1 Rifle Coach...
Education
DeVry Institute of Technology 1982 — 1985
Bachelors Degree, Information Systems
DeVry University-Ohio 1982 — 1984
Bachelor's degree, Computer and Information Sciences, General
Fidelity Investments July 1999 - Present
GTECH July 1985 - July 1999
GTECH 1984 - 1985
Skills
Oracle Database..., Sybase Database..., MS SQL Server Database..., SQL, Databases, Analysis, Software Installation, Certified Firearms..., Level 1 Rifle Coach...
Education
DeVry Institute of Technology 1982 — 1985
Bachelors Degree, Information Systems
DeVry University-Ohio 1982 — 1984
Bachelor's degree, Computer and Information Sciences, General
Jolene Stanton's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Fidelity Investments January 2015 - Present
Citibank, NA October 2011 - January 2015
Citigroup Global Markets February 2010 - October 2011
JPMorgan Chase November 2008 - February 2010
GCG Financial July 2005 - December 2007
Charles Schwab November 1999 - February 2004
Charles Schwab September 1987 - August 1998
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Finance, Credit, Mutual Funds, Financial Services, Relationship Management, Business Development, Risk Management, Investment Advisory, Retirement Planning, Loans, Commercial Banking
Education
Drake University 1983 — 1987
B.S.B.A., Marketing
Daniel A. Woods's Fidelity Investments Experience September 2010 - January 2012
Job Change Coordinator Citi
Industry Information Technology and Services
Experience
Citi February 2013 - Present
Citi June 2012 - December 2012
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2010 - January 2012
HealthMarkets January 2000 - February 2010
HealthMarkets September 1998 - January 2010
HealthMarkets January 1999 - January 2000
HealthMarkets January 1998 - January 1999
Kroger Multiple store May 1988 - September 1998
Education
Elysian Fields High School 1987 — 1989
Clarksville high school 1985 — 1987
CSME AES - ITIL training
DeVry Institute of Technology
Associate of Science, Electronic Engineering Technology
Citi February 2013 - Present
Citi June 2012 - December 2012
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2010 - January 2012
HealthMarkets January 2000 - February 2010
HealthMarkets September 1998 - January 2010
HealthMarkets January 1999 - January 2000
HealthMarkets January 1998 - January 1999
Kroger Multiple store May 1988 - September 1998
Education
Elysian Fields High School 1987 — 1989
Clarksville high school 1985 — 1987
CSME AES - ITIL training
DeVry Institute of Technology
Associate of Science, Electronic Engineering Technology
DAVID SKRZYNIARZ's Fidelity Investments Experience September 1993 - May 1997
Job INSTITUTIONAL TRADING OPERATIONS MGR at First Analysis
Industry Financial Services
Experience
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
First Analysis August 2002 - Present
TD Ameritrade 1997 - 2001
Fidelity Investments September 1993 - May 1997
Skills
Trading, Series 7, Equities, Securities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Series 63, Derivatives, Bloomberg, FINRA, Alternative Investments, Electronic Trading, Asset Management, Series 9, 10 and 14 as..., Series 55
Education
Dominican University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General, A
Wayne Watts, CFP®'s Fidelity Investments Experience March 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
USAA July 2010 - March 2014
Affiliated Computer Services November 2009 - June 2010
JPMorgan Chase November 2007 - January 2009
Merrill Lynch 2002 - 2004
Skills
Certified Financial..., Investments, Financial Advisory, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, Asset Allocation, Series 7, Series 63
Education
DeVry University Phoenix 1986 — 1989
Bachelor of Science (B.S.), Business Operations
WASSON HIGH SCHOOL
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
USAA July 2010 - March 2014
Affiliated Computer Services November 2009 - June 2010
JPMorgan Chase November 2007 - January 2009
Merrill Lynch 2002 - 2004
Skills
Certified Financial..., Investments, Financial Advisory, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, Asset Allocation, Series 7, Series 63
Education
DeVry University Phoenix 1986 — 1989
Bachelor of Science (B.S.), Business Operations
WASSON HIGH SCHOOL
Aziz Chowdhury's Fidelity Investments Experience May 2006 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scotia Capital Inc. October 2011 - June 2012
Fidelity Investments May 2006 - October 2009
BMO Investments Inc. 2004 - 2005
TD Asset Management 2000 - 2001
Skills
Investments, Pension Administration, CSS
Education
Canadian Securities Institute
CSC, CPH, DFC, OLC and PFPC
Dhaka Bishwabidyalaya
B.A.(Hons.) M.A
Scotia Capital Inc. October 2011 - June 2012
Fidelity Investments May 2006 - October 2009
BMO Investments Inc. 2004 - 2005
TD Asset Management 2000 - 2001
Skills
Investments, Pension Administration, CSS
Education
Canadian Securities Institute
CSC, CPH, DFC, OLC and PFPC
Dhaka Bishwabidyalaya
B.A.(Hons.) M.A
Kelly Maurer, EA's Fidelity Investments Experience November 2014 - February 2015
Job Tax Professional at Ernst & Young
Industry Financial Services
Experience
Ernst & Young February 2015 - Present
Fidelity Investments November 2014 - February 2015
Finesse Tax Accounting, LLC September 2013 - July 2014
TRAK Companies July 2013 - September 2013
Enhesa October 2011 - July 2013
National Center for Appropritate Technology December 2010 - July 2011
Education
Rutgers Business School 2015 — 2017
Master of Accountancy in Taxation
Dickinson College 2006 — 2010
Bachelor of Science
Ernst & Young February 2015 - Present
Fidelity Investments November 2014 - February 2015
Finesse Tax Accounting, LLC September 2013 - July 2014
TRAK Companies July 2013 - September 2013
Enhesa October 2011 - July 2013
National Center for Appropritate Technology December 2010 - July 2011
Education
Rutgers Business School 2015 — 2017
Master of Accountancy in Taxation
Dickinson College 2006 — 2010
Bachelor of Science
Kimberlee Welch's Fidelity Investments Experience April 2012 - Present
Job Manager, Legal Product Group at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Mannatech, Inc. April 2000 - May 2012
Archon Group 1995 - 2000
Skills
SEC reporting, XBRL, Section 16 Filers, Stock Based Compensation, JD Edwards, EDGAR, Month End Close, Financial Reporting, General Ledger..., Foreign Currency..., Process Stock Option..., Supervisory Experience, Great Plains Software, SEC filings, Stock Compensation, Accounts Receivable, General Ledger, Auditing, 10Q, ERP, 10K, Accounts Payable, CPA, Financial Statements, Account Reconciliation, Cash Flow, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Audit, Finance
Education
DeVry University 1988 — 1991
Bachelor of Science, Accounting
Fidelity Investments April 2012 - Present
Mannatech, Inc. April 2000 - May 2012
Archon Group 1995 - 2000
Skills
SEC reporting, XBRL, Section 16 Filers, Stock Based Compensation, JD Edwards, EDGAR, Month End Close, Financial Reporting, General Ledger..., Foreign Currency..., Process Stock Option..., Supervisory Experience, Great Plains Software, SEC filings, Stock Compensation, Accounts Receivable, General Ledger, Auditing, 10Q, ERP, 10K, Accounts Payable, CPA, Financial Statements, Account Reconciliation, Cash Flow, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Audit, Finance
Education
DeVry University 1988 — 1991
Bachelor of Science, Accounting
Enrique Landa's Fidelity Investments Experience July 2014 - Present
Job Software Engineer Developer at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - Present
Innovative Cowboys Stadium January 2010 - June 2012
Protective Services January 2009 - June 2012
United States Marine Corps June 2007 - June 2008
United States Marine Corps June 2006 - June 2007
United States Marine Corps June 2003 - June 2006
Skills
C#, Visual Studio, Visual C#, ASP.NET, MVC, Java, Eclipse, Dreamweaver, Object Oriented Design, HTML, CSS, SQL, PL/SQL, Oracle, Oracle SQL, SQL*Plus, SQL Server, Database Development, Spring, JSP, SharePoint, Java Enterprise Edition, Web Services, SoapUI, Databases, Microsoft SQL Server, Security
Education
DeVry University 2009 — 2012
Bachelors of Science, Computer Information Systems
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - Present
Innovative Cowboys Stadium January 2010 - June 2012
Protective Services January 2009 - June 2012
United States Marine Corps June 2007 - June 2008
United States Marine Corps June 2006 - June 2007
United States Marine Corps June 2003 - June 2006
Skills
C#, Visual Studio, Visual C#, ASP.NET, MVC, Java, Eclipse, Dreamweaver, Object Oriented Design, HTML, CSS, SQL, PL/SQL, Oracle, Oracle SQL, SQL*Plus, SQL Server, Database Development, Spring, JSP, SharePoint, Java Enterprise Edition, Web Services, SoapUI, Databases, Microsoft SQL Server, Security
Education
DeVry University 2009 — 2012
Bachelors of Science, Computer Information Systems
Singaravelu Marakkanam's Fidelity Investments Experience 2012 - Present
Job Consultant @ Fidelity Investments
Industry Financial Services
Hardika Jumani's Fidelity Investments Experience May 2012 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2012 - Present
Cree November 2011 - April 2012
Nexible Technologies Inc. October 2006 - August 2011
Adecco Staffing, USA March 2005 - December 2005
KOCH Entertainment July 2003 - September 2004
Skills
Web Services, C#, .NET, T-SQL, Visual Studio, AJAX
Education
Dharmsinh Desai Institute of Technology 1993 — 1997
Bachelor's of Engineering, Electronics and Communications Engineering
Fidelity Investments May 2012 - Present
Cree November 2011 - April 2012
Nexible Technologies Inc. October 2006 - August 2011
Adecco Staffing, USA March 2005 - December 2005
KOCH Entertainment July 2003 - September 2004
Skills
Web Services, C#, .NET, T-SQL, Visual Studio, AJAX
Education
Dharmsinh Desai Institute of Technology 1993 — 1997
Bachelor's of Engineering, Electronics and Communications Engineering
Anna Lance's Fidelity Investments Experience 1997 - 2011
Job Owner at Legends Design LLC
Industry Design
Experience
Legends Design LLC 2010 - Present
Fidelity Investments 1997 - 2011
Office of Public Health 1993 - 1997
Skills
Logo Design, Interior Design, Graphic Design, Creative Direction, Web Design, Photoshop
Education
The University of Dallas 2003 — 2005
Dillard University 1984 — 1989
Bachelor of Arts (B.A.), Sociology and Social Welfare
Legends Design LLC 2010 - Present
Fidelity Investments 1997 - 2011
Office of Public Health 1993 - 1997
Skills
Logo Design, Interior Design, Graphic Design, Creative Direction, Web Design, Photoshop
Education
The University of Dallas 2003 — 2005
Dillard University 1984 — 1989
Bachelor of Arts (B.A.), Sociology and Social Welfare
John Villani's Fidelity Investments Experience April 2007 - November 2007
Job Network Manager at Northeast Credit Union
Industry Information Technology and Services
Experience
Northeast Credit Union May 2012 - Present
Catholic Medical Center March 2008 - May 2012
Robert Half Technologies – Triangle Credit Union January 2008 - March 2008
Fidelity Investments April 2007 - November 2007
Amesbury Group September 2005 - October 2006
American National Standards Institute (ANSI) April 1999 - June 2005
MacKay Shields October 1996 - April 1999
Skills
VMware, Active Directory, DHCP, Troubleshooting, Citrix, SAN, VPN, Servers, Security, vSphere, iSCSI, Blackberry Enterprise..., Symantec Endpoint..., Microsoft Servers, WSUS, Linux, Cisco Nexus, Juniper, DNS management, Storage Area Networks, Cisco Switches, Fibre Channel, RADIUS, Microsoft SQL Server, Visual Studio, DNS, Terminal Server, VPN Concentrators, Aruba, System Administration, Information Technology, Integration, Network Security, Networking, System Deployment
Education
Dowling College
Bachelor of Science, Computer Science
Northeast Credit Union May 2012 - Present
Catholic Medical Center March 2008 - May 2012
Robert Half Technologies – Triangle Credit Union January 2008 - March 2008
Fidelity Investments April 2007 - November 2007
Amesbury Group September 2005 - October 2006
American National Standards Institute (ANSI) April 1999 - June 2005
MacKay Shields October 1996 - April 1999
Skills
VMware, Active Directory, DHCP, Troubleshooting, Citrix, SAN, VPN, Servers, Security, vSphere, iSCSI, Blackberry Enterprise..., Symantec Endpoint..., Microsoft Servers, WSUS, Linux, Cisco Nexus, Juniper, DNS management, Storage Area Networks, Cisco Switches, Fibre Channel, RADIUS, Microsoft SQL Server, Visual Studio, DNS, Terminal Server, VPN Concentrators, Aruba, System Administration, Information Technology, Integration, Network Security, Networking, System Deployment
Education
Dowling College
Bachelor of Science, Computer Science
Jonathan Schlieszus's Fidelity Investments Experience November 2011 - Present
Job Software developer at Fidelity Information Services
Industry Information Technology and Services
Experience
Fidelity Investments November 2011 - Present
US Army March 2004 - Present
Skills
Computer Hardware, Troubleshooting
Education
DeVry University-Texas 2009 — 2011
BS, Computer Information Systems
Keller Graduate School of Management of DeVry University
Fidelity Investments November 2011 - Present
US Army March 2004 - Present
Skills
Computer Hardware, Troubleshooting
Education
DeVry University-Texas 2009 — 2011
BS, Computer Information Systems
Keller Graduate School of Management of DeVry University
Dante Sanchez's Fidelity Investments Experience September 2014 - Present
Job Sr Business Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments September 2014 - Present
Excentus September 2013 - September 2014
Federation of State Medical Boards May 2012 - August 2013
Quest Diagnostic October 2007 - May 2012
Quest Diagnostic October 2005 - October 2006
Quest Diagnostic April 2005 - October 2006
CGS (Computer Generated Solutions) April 2004 - April 2005
US Army August 1998 - August 2002
Skills
SDLC, Software Documentation, HIPAA, Business Analysis, Quality Assurance, Process Improvement, Requirements Gathering, HL7, Vendor Management, Visio, Healthcare, Healthcare Information..., Large Scale System..., Web Services API
Education
DeVry University
Bachelor of Applied Science, Information Technology
ITT Technical Institute
Associate of Science, Computer Systems Networking and Telecommunications
Fidelity Investments September 2014 - Present
Excentus September 2013 - September 2014
Federation of State Medical Boards May 2012 - August 2013
Quest Diagnostic October 2007 - May 2012
Quest Diagnostic October 2005 - October 2006
Quest Diagnostic April 2005 - October 2006
CGS (Computer Generated Solutions) April 2004 - April 2005
US Army August 1998 - August 2002
Skills
SDLC, Software Documentation, HIPAA, Business Analysis, Quality Assurance, Process Improvement, Requirements Gathering, HL7, Vendor Management, Visio, Healthcare, Healthcare Information..., Large Scale System..., Web Services API
Education
DeVry University
Bachelor of Applied Science, Information Technology
ITT Technical Institute
Associate of Science, Computer Systems Networking and Telecommunications
Tom Orsini's Fidelity Investments Experience May 2006 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2006 - Present
UBS Financial Services January 1996 - May 2006
PaineWebber January 1995 - January 1996
Skills
Securities Regulation, Securities, Privacy Law, Financial Services, Financial Regulation, Data Privacy, Operational Risk..., Financial Risk, Legal Advice, Risk Management
Education
Rutgers University School of Law - Newark 1990 — 1993
Doctor of Law (J.D.)
Drew University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Fidelity Investments May 2006 - Present
UBS Financial Services January 1996 - May 2006
PaineWebber January 1995 - January 1996
Skills
Securities Regulation, Securities, Privacy Law, Financial Services, Financial Regulation, Data Privacy, Operational Risk..., Financial Risk, Legal Advice, Risk Management
Education
Rutgers University School of Law - Newark 1990 — 1993
Doctor of Law (J.D.)
Drew University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Nathan Torgerson's Fidelity Investments Experience September 2005 - Present
Job Manager, Retail Phones I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2005 - Present
Education
Dixie State College
Associate's degree, General Studies
University of Utah
Bachelor's degrees, Finance and Business Management
Fidelity Investments September 2005 - Present
Education
Dixie State College
Associate's degree, General Studies
University of Utah
Bachelor's degrees, Finance and Business Management
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank