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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Chad Hilton Chad Hilton's Fidelity Investments Experience November 1997 - June 2000
Job Senior Systems & Software Engineer at Carnegie Mellon University
Industry Higher Education
Experience
Carnegie Mellon University August 2014 - Present
University of Pittsburgh February 2013 - August 2014
University of Pittsburgh Katz Graduate School of Business May 2011 - February 2013
City of Pittsburgh March 2011 - April 2011
Eckert Seamans November 2009 - March 2011
Carpenter, McCadden & Lane LLP November 2008 - October 2009
PNC Bank July 2002 - August 2005
PNC Bank July 2000 - July 2002
Fidelity Investments November 1997 - June 2000
Morgan Stanley Smith Barney August 1994 - May 1995
Skills
PL/SQL, jQuery, SQL, HTML, Google Analytics, Apache, LDAP, PHP, Oracle SQL, MySQLi, Stored Procedures, Bootstrap, Oracle Enterprise..., PeopleSoft, JavaScript, CSS, Red Hat Linux, Business Analysis, Business Process..., Report Writing, Java
Education
University of Pittsburgh School of Law 2005 — 2008
Doctor of Law (JD), Intellectual Property Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, General
Harvard University 1998 — 2000
Information Technology
Eastern Connecticut State University 1992 — 1994
BA, History
E.O. Smith High School 1985 — 1989
Carnegie Mellon University August 2014 - Present
University of Pittsburgh February 2013 - August 2014
University of Pittsburgh Katz Graduate School of Business May 2011 - February 2013
City of Pittsburgh March 2011 - April 2011
Eckert Seamans November 2009 - March 2011
Carpenter, McCadden & Lane LLP November 2008 - October 2009
PNC Bank July 2002 - August 2005
PNC Bank July 2000 - July 2002
Fidelity Investments November 1997 - June 2000
Morgan Stanley Smith Barney August 1994 - May 1995
Skills
PL/SQL, jQuery, SQL, HTML, Google Analytics, Apache, LDAP, PHP, Oracle SQL, MySQLi, Stored Procedures, Bootstrap, Oracle Enterprise..., PeopleSoft, JavaScript, CSS, Red Hat Linux, Business Analysis, Business Process..., Report Writing, Java
Education
University of Pittsburgh School of Law 2005 — 2008
Doctor of Law (JD), Intellectual Property Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, General
Harvard University 1998 — 2000
Information Technology
Eastern Connecticut State University 1992 — 1994
BA, History
E.O. Smith High School 1985 — 1989
Cory McNamara Cory McNamara's Fidelity Investments Experience November 2009 - August 2014
Job Internal Advisor Consultant at PIMCO Investments
Industry Financial Services
Experience
PIMCO September 2014 - Present
Fidelity Investments November 2009 - August 2014
Skills
General Securities..., Uniform Combined State..., Business Valuation, Valuation Modeling, DCF Valuation, Bond Pricing, Bloomberg Terminal, Fixed Income, Investment Banking, Valuation, Investments, Private Equity, Bonds, Financial Services, Bloomberg, Series 7, Series 63, Fixed Income Analysis, Corporate Finance, Mutual Funds, Financial Modeling, Investment Advisory
Education
Xavier University 2011 — 2014
Master of Business Administration (MBA), Finance
Eastern Kentucky University 2005 — 2009
Bachelor of Science (BS), Finance, General
PIMCO September 2014 - Present
Fidelity Investments November 2009 - August 2014
Skills
General Securities..., Uniform Combined State..., Business Valuation, Valuation Modeling, DCF Valuation, Bond Pricing, Bloomberg Terminal, Fixed Income, Investment Banking, Valuation, Investments, Private Equity, Bonds, Financial Services, Bloomberg, Series 7, Series 63, Fixed Income Analysis, Corporate Finance, Mutual Funds, Financial Modeling, Investment Advisory
Education
Xavier University 2011 — 2014
Master of Business Administration (MBA), Finance
Eastern Kentucky University 2005 — 2009
Bachelor of Science (BS), Finance, General
John Spurlock's Fidelity Investments Experience September 2012 - January 2014
Job Currently Looking for Career Change
Industry Accounting
Experience
Keller Williams Realty, Inc. July 2014 - July 2015
Fidelity Investments September 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Negotiation, Real Estate, Sales, Social Networking, Investors, First Time Home Buyers, Residential Homes, Investment Properties, Sellers
Education
Eastern Kentucky University 1994 — 1997
BA Business Management, Business Administration and Management, General
Eastern Kentucky University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Keller Williams Realty, Inc. July 2014 - July 2015
Fidelity Investments September 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Negotiation, Real Estate, Sales, Social Networking, Investors, First Time Home Buyers, Residential Homes, Investment Properties, Sellers
Education
Eastern Kentucky University 1994 — 1997
BA Business Management, Business Administration and Management, General
Eastern Kentucky University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dana Slifer Dana Slifer's Fidelity Investments Experience March 2015 - Present
Job Transaction Processing Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Bank of the West July 2013 - July 2014
Bank of the West January 2013 - July 2013
BancFirst August 2010 - December 2012
BancFirst October 2007 - June 2010
First American Bank March 2007 - August 2007
The Coca-Cola Company August 2005 - July 2006
Skills
Strong customer service..., Accurate cash handling..., Knowledge of Microsoft..., Ability to perform..., Ability to mulit-task, Following Instructions, Strong organizational..., Problem solving skills, Strong knowledge of..., Telephone Skills, Accounts Payable, Customer Service, Software Documentation, Deposits, Office Management, Training, Data Entry, Banking, Commercial Banking, Retail Banking
Education
East Central University 2004 — 2006
Ada High School
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Bank of the West July 2013 - July 2014
Bank of the West January 2013 - July 2013
BancFirst August 2010 - December 2012
BancFirst October 2007 - June 2010
First American Bank March 2007 - August 2007
The Coca-Cola Company August 2005 - July 2006
Skills
Strong customer service..., Accurate cash handling..., Knowledge of Microsoft..., Ability to perform..., Ability to mulit-task, Following Instructions, Strong organizational..., Problem solving skills, Strong knowledge of..., Telephone Skills, Accounts Payable, Customer Service, Software Documentation, Deposits, Office Management, Training, Data Entry, Banking, Commercial Banking, Retail Banking
Education
East Central University 2004 — 2006
Ada High School
Chuck Davis Chuck Davis's Fidelity Investments Experience 1999 - 2008
Job Sr. Manager Global Human Resources
Industry Human Resources
Experience
New Balance Athletic Shoe, Inc. June 2010 - Present
3Com 2008 - 2010
Fidelity Investments 1999 - 2008
Keane, Inc 1995 - 1999
Microsoft March 1994 - July 1995
Keane, Inc. 1989 - 1994
Skills
Talent Management, Recruiting, Succession Planning, Management, Employee Relations, Talent Acquisition, Leadership, Human Resources, Organizational Design, Workforce Planning, Onboarding
Education
Eastern Illinois University
Bachelors, Economics
New Balance Athletic Shoe, Inc. June 2010 - Present
3Com 2008 - 2010
Fidelity Investments 1999 - 2008
Keane, Inc 1995 - 1999
Microsoft March 1994 - July 1995
Keane, Inc. 1989 - 1994
Skills
Talent Management, Recruiting, Succession Planning, Management, Employee Relations, Talent Acquisition, Leadership, Human Resources, Organizational Design, Workforce Planning, Onboarding
Education
Eastern Illinois University
Bachelors, Economics
Cullen Berry Cullen Berry's Fidelity Investments Experience June 2013 - June 2014
Job Administrative Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - June 2014
Wooldridge Boats September 2011 - June 2013
Education
University of Washington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
East China Normal University 2013 — 2013
International Business
Fidelity Investments June 2013 - June 2014
Wooldridge Boats September 2011 - June 2013
Education
University of Washington 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
East China Normal University 2013 — 2013
International Business
Bobbye Gresh Bobbye Gresh's Fidelity Investments Experience January 2006 - September 2014
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - September 2014
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
Neiman Marcus 1990 - 1993
Skills
Strategic Communications, Internal Communications, Corporate Communications, Marketing Communications, Newsletters, Financial Services, Content Management, Project Management, Account Management, Client Education, Client Relations Skills, Public Speaking, Proposal Writing, Communication Training, Business Analysis, Public Relations, Web Content
Education
Eastern Michigan University
Double Major: Organizational Communication and Public Law & Government
Fidelity Investments January 2006 - September 2014
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
Neiman Marcus 1990 - 1993
Skills
Strategic Communications, Internal Communications, Corporate Communications, Marketing Communications, Newsletters, Financial Services, Content Management, Project Management, Account Management, Client Education, Client Relations Skills, Public Speaking, Proposal Writing, Communication Training, Business Analysis, Public Relations, Web Content
Education
Eastern Michigan University
Double Major: Organizational Communication and Public Law & Government
Christopher Kluesner's Fidelity Investments Experience 1998 - 2001
Job Business Intelligence | Health Care Predictive Modeling | Data Analyst | Vendor/Client Relationship Management
Industry Information Technology and Services
Experience
TriHealth April 2014 - April 2015
TRX 2012 - 2013
Vertex Computer Systems 2011 - 2012
networking opportunity September 2010 - September 2010
UnitedHealth Group - UMR 2001 - 2009
Fidelity Investments 1998 - 2001
Skills
Access, Excel,..., CRM, Analysis, Program Management, Management, Data Analysis, Project Management, Strategy, Business Intelligence, Employee Benefits, Account Management, Integration, Analytics, Healthcare, Process Improvement, Business Planning
Education
Eastern Kentucky University 1990 — 1994
BBA, (1)Corporate Finance & (2)Health Care Adminstration
TriHealth April 2014 - April 2015
TRX 2012 - 2013
Vertex Computer Systems 2011 - 2012
networking opportunity September 2010 - September 2010
UnitedHealth Group - UMR 2001 - 2009
Fidelity Investments 1998 - 2001
Skills
Access, Excel,..., CRM, Analysis, Program Management, Management, Data Analysis, Project Management, Strategy, Business Intelligence, Employee Benefits, Account Management, Integration, Analytics, Healthcare, Process Improvement, Business Planning
Education
Eastern Kentucky University 1990 — 1994
BBA, (1)Corporate Finance & (2)Health Care Adminstration
Jeremy Berretta Jeremy Berretta's Fidelity Investments Experience June 2015 - Present
Job Workplace Planning and Guidance Consultant I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments March 2015 - June 2015
Fidelity Investments January 2015 - March 2015
Greenville Recreation and Parks September 2013 - November 2014
Residence Inn by Marriott April 2014 - July 2014
Tripp's Restaurant April 2012 - April 2014
Ruth's Chris Steakhouse July 2010 - June 2011
Bass Pro Shops August 2008 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Teamwork, Data Entry, Time Management, Event Planning, Social Media, MCAS Certified, Series 7, Leadership, Customer Service
Education
East Carolina University - College of Business 2013 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.2 GPA
Pitt Community College 2011 — 2012
Associate of Arts (A.A.), Business Administration
St. Benedict at Auburndale 2003 — 2007
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.2 GPA
Fidelity Investments June 2015 - Present
Fidelity Investments March 2015 - June 2015
Fidelity Investments January 2015 - March 2015
Greenville Recreation and Parks September 2013 - November 2014
Residence Inn by Marriott April 2014 - July 2014
Tripp's Restaurant April 2012 - April 2014
Ruth's Chris Steakhouse July 2010 - June 2011
Bass Pro Shops August 2008 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Teamwork, Data Entry, Time Management, Event Planning, Social Media, MCAS Certified, Series 7, Leadership, Customer Service
Education
East Carolina University - College of Business 2013 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.2 GPA
Pitt Community College 2011 — 2012
Associate of Arts (A.A.), Business Administration
St. Benedict at Auburndale 2003 — 2007
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.2 GPA
Cari Covey Cari Covey's Fidelity Investments Experience October 2012 - Present
Job Brokerage Operations Specialist
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments March 2009 - October 2012
Fidelity Investments April 2004 - March 2009
Fidelity Investments July 2003 - April 2004
Skills
Financial Services, Investments, 401k, Equities, Client Services
Education
Eastern Kentucky University 1995 — 1996
MS, Recreation Administration
Georgia Southern University 1988 — 1991
BS, Recreation
Polk Community College 1986 — 1988
AA, Liberal Arts
Fidelity Investments October 2012 - Present
Fidelity Investments March 2009 - October 2012
Fidelity Investments April 2004 - March 2009
Fidelity Investments July 2003 - April 2004
Skills
Financial Services, Investments, 401k, Equities, Client Services
Education
Eastern Kentucky University 1995 — 1996
MS, Recreation Administration
Georgia Southern University 1988 — 1991
BS, Recreation
Polk Community College 1986 — 1988
AA, Liberal Arts
Michael Galinger's Fidelity Investments Experience July 2015 - Present
Job Retirement Solutions Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments March 2014 - July 2015
Fidelity Investments June 2012 - March 2014
Fidelity Investments May 2010 - June 2012
Fidelity Investments October 2007 - May 2010
Fidelity Investments July 2006 - October 2007
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, Financial Services, High Net Worth..., Securities, Wealth Management, Investment Advisory, Options, 401k, Asset Allocation, FINRA, Finance, Financial Planning, Mutual Funds, Retirement, Retirement Planning, Trading, Uniform Combined State...
Education
Eastern Kentucky University 1995 — 2000
Bachelor, Music Education; Instrumental Music
Fidelity Investments July 2015 - Present
Fidelity Investments March 2014 - July 2015
Fidelity Investments June 2012 - March 2014
Fidelity Investments May 2010 - June 2012
Fidelity Investments October 2007 - May 2010
Fidelity Investments July 2006 - October 2007
Skills
Series 7, Series 63, Series 66, Series 9, Series 10, Financial Services, High Net Worth..., Securities, Wealth Management, Investment Advisory, Options, 401k, Asset Allocation, FINRA, Finance, Financial Planning, Mutual Funds, Retirement, Retirement Planning, Trading, Uniform Combined State...
Education
Eastern Kentucky University 1995 — 2000
Bachelor, Music Education; Instrumental Music
Eric Hafford Eric Hafford's Fidelity Investments Experience January 2014 - Present
Job Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
United States Air Force April 2008 - Present
Target August 2006 - December 2013
The Home Depot July 2005 - August 2006
United States Marine Corps June 2001 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Access, Team Leadership, Data Analysis, Leadership, HTML, Software Documentation, SQL, Databases, Government, Web Design, Visio
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor's degree, Management Information Systems, General
Eastern Maine Community College 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.2
Fidelity Investments January 2014 - Present
United States Air Force April 2008 - Present
Target August 2006 - December 2013
The Home Depot July 2005 - August 2006
United States Marine Corps June 2001 - June 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Access, Team Leadership, Data Analysis, Leadership, HTML, Software Documentation, SQL, Databases, Government, Web Design, Visio
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor's degree, Management Information Systems, General
Eastern Maine Community College 2006 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.2
Stephen (J.) Ketchum Stephen (J.) Ketchum's Fidelity Investments Experience September 2012 - Present
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Fidelity Investments September 2012 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2012
Fidelity Investments April 2007 - March 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1995 - 1996
Fidelity Investments 1989 - 1995
Georgia-Pacific LLC 1987 - 1989
Skills
Employee Engagement, Management Development, Consensus Building, Cross-functional Team..., Budgeting, Budgets, Social Influence, Customer Service, Financial Services, Recruiting, Performance Management, Management, Hiring, Leadership, Employee Benefits, Strategy, Training, Team Building, Retirement Planning, CRM, Relationship Management, Business Planning, Risk Management, Team Leadership, Change Management, Sales, Leadership Development, Operations Management, Customer Satisfaction, Insurance, Executive Management, Marketing, Mergers & Acquisitions
Education
Eastern Michigan University
Brandon Dishner Brandon Dishner's Fidelity Investments Experience July 2015 - Present
Job Investment Solutions Rep at Fidelity Investments
Industry Building Materials
Experience
Fidelity Investments July 2015 - Present
Kelley Bros. Hardware Corp. November 2012 - June 2015
Girtman and Associates April 2009 - November 2012
Kleine and Sons May 2008 - March 2009
William S. Trimble Company August 2005 - February 2008
Education
East Tennessee State University
Business Administration and Management, General
Fidelity Investments July 2015 - Present
Kelley Bros. Hardware Corp. November 2012 - June 2015
Girtman and Associates April 2009 - November 2012
Kleine and Sons May 2008 - March 2009
William S. Trimble Company August 2005 - February 2008
Education
East Tennessee State University
Business Administration and Management, General
Cody McCullah Cody McCullah's Fidelity Investments Experience October 2014 - Present
Job Finance
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Kingdom Inc. October 2010 - April 2013
Clayton Homes / Vanderbilt Mortgage and Finance January 2010 - October 2010
Vanderbilt Mortgage and Finance, Inc March 2009 - October 2010
Vanderbilt Mortgage and Finance, Inc June 2008 - March 2009
Skills
Social Media, Public Speaking, Nonprofits, Microsoft Office, Finance, Customer Service, Budgets, Microsoft Excel, Public Relations, Social Media Marketing, Sales, Business Planning, Social Networking, Marketing Strategy, Non-profits, Blogging, Email Marketing, Brainstorm Facilitation, Time Management, Marketing, Excel, Word, Writing, PowerPoint, Advertising, Online Advertising, Team Leadership, Account Management
Education
Lincoln Memorial University 2010 — 2012
MBA, Business
East Tennessee State University 2003 — 2008
BBA, Marketing Management
Fidelity Investments October 2014 - Present
Fidelity Investments October 2013 - October 2014
Kingdom Inc. October 2010 - April 2013
Clayton Homes / Vanderbilt Mortgage and Finance January 2010 - October 2010
Vanderbilt Mortgage and Finance, Inc March 2009 - October 2010
Vanderbilt Mortgage and Finance, Inc June 2008 - March 2009
Skills
Social Media, Public Speaking, Nonprofits, Microsoft Office, Finance, Customer Service, Budgets, Microsoft Excel, Public Relations, Social Media Marketing, Sales, Business Planning, Social Networking, Marketing Strategy, Non-profits, Blogging, Email Marketing, Brainstorm Facilitation, Time Management, Marketing, Excel, Word, Writing, PowerPoint, Advertising, Online Advertising, Team Leadership, Account Management
Education
Lincoln Memorial University 2010 — 2012
MBA, Business
East Tennessee State University 2003 — 2008
BBA, Marketing Management
Joseph Belluscio's Fidelity Investments Experience January 2013 - March 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Fidelity Investments January 2013 - March 2014
Central Bank October 2011 - January 2013
Skills
Sports Administration, Business Management, Retail Banking, Financial Accounting, Marketing, Management Consulting, Microsoft Office, Communication Skills, Securities License, Stock Trading, Long-term Customer..., CRM
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Eastern Kentucky University 2011 — 2012
Master of Science (M.S.), Sports Administration
Eastern Kentucky University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Scottrade March 2014 - Present
Fidelity Investments January 2013 - March 2014
Central Bank October 2011 - January 2013
Skills
Sports Administration, Business Management, Retail Banking, Financial Accounting, Marketing, Management Consulting, Microsoft Office, Communication Skills, Securities License, Stock Trading, Long-term Customer..., CRM
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Eastern Kentucky University 2011 — 2012
Master of Science (M.S.), Sports Administration
Eastern Kentucky University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Anastasia Satsuk Anastasia Satsuk's Fidelity Investments Experience August 2012 - Present
Job Senior Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Pratt & Whitney June 2011 - May 2012
Pratt and Whitney January 2011 - June 2011
Capstone Builders Inc June 2009 - January 2011
Skills
Financial Analysis, Financial Reporting, Financial Audits, Licensing Audit, Database Administration, Database Design, Oracle Applications, SAP, Hyperion, Access, Excel, General Ledger, ACE, Account Reconciliation, Internal Controls, Business Objects, ARMS, Hyperion HFM, Hyperion Reports, Hyperion Enterprise, Auditing, US GAAP, Financial Accounting, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley Act, Accounting, GAAP, Defence, Variance Analysis, Finance, Sarbanes-Oxley, Spreadsheets, Analysis, Internal Audit, Process Improvement, Financial Modeling, Managerial Finance, Strategic Financial..., Accounts Payable, SEC filings, Financial Planning
Education
State University of New York Institute of Technology at Utica/Rome 2012 — 2014
Master of Science, Accounting
Eastern Connecticut State University 2008 — 2011
BS, Accounting
Fidelity Investments August 2012 - Present
Pratt & Whitney June 2011 - May 2012
Pratt and Whitney January 2011 - June 2011
Capstone Builders Inc June 2009 - January 2011
Skills
Financial Analysis, Financial Reporting, Financial Audits, Licensing Audit, Database Administration, Database Design, Oracle Applications, SAP, Hyperion, Access, Excel, General Ledger, ACE, Account Reconciliation, Internal Controls, Business Objects, ARMS, Hyperion HFM, Hyperion Reports, Hyperion Enterprise, Auditing, US GAAP, Financial Accounting, Accounts Receivable, Microsoft Excel, Sarbanes-Oxley Act, Accounting, GAAP, Defence, Variance Analysis, Finance, Sarbanes-Oxley, Spreadsheets, Analysis, Internal Audit, Process Improvement, Financial Modeling, Managerial Finance, Strategic Financial..., Accounts Payable, SEC filings, Financial Planning
Education
State University of New York Institute of Technology at Utica/Rome 2012 — 2014
Master of Science, Accounting
Eastern Connecticut State University 2008 — 2011
BS, Accounting
Michelle Publicover Michelle Publicover's Fidelity Investments Experience May 2005 - April 2011
Job Development Officer Prospect Research at Massachusetts General Hospital
Industry Health, Wellness and Fitness
Experience
Massachusetts General Hospital January 2014 - Present
University of Alaska Foundation May 2011 - April 2014
Fidelity Investments May 2005 - April 2011
Fidelity Investments May 2005 - May 2007
Skills
Fundraising, Strategic Communications, Event Management, Nonprofits, Volunteer Management, Community Development, Leadership, Non-profits, Management, Social Media, Research, Training, Higher Education, Public Speaking, Data Analytics, Prospect Management, Philanthropy, Corporate Philanthropy
Education
Eastern Connecticut State University 2004 — 2006
BS, Communications
Massachusetts General Hospital January 2014 - Present
University of Alaska Foundation May 2011 - April 2014
Fidelity Investments May 2005 - April 2011
Fidelity Investments May 2005 - May 2007
Skills
Fundraising, Strategic Communications, Event Management, Nonprofits, Volunteer Management, Community Development, Leadership, Non-profits, Management, Social Media, Research, Training, Higher Education, Public Speaking, Data Analytics, Prospect Management, Philanthropy, Corporate Philanthropy
Education
Eastern Connecticut State University 2004 — 2006
BS, Communications
Laura Dark Laura Dark's Fidelity Investments Experience September 1997 - March 2001
Job Freelance Writer/Editor at Independent Contractor
Industry Writing and Editing
Experience
Partners in Personal Assistance June 2009 - Present
Independent Contractor 1994 - Present
Independent Contractors January 2003 - January 2009
Fidelity Investments September 1997 - March 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Access, Adobe Acrobat, Photoshop, Technical Writing, Editing, Photography, Image Editing, Office Administration, Customer Service, Presentations, PeopleSoft, Event Planning, Typing, Filing, Data Entry, Purchase Orders, Purchase Requisitions, Invoice Processing, Copywriting, Online Research, Order Tracking, Multi-line Phone, Payment Card Processing, Personal Finance, Insurance
Education
Eastern Michigan University 1992 — 1996
Professional, Technical, Business, and Scientific Writing; Psychology; Women's Studies
Schoolcraft College 1991 — 1992
General Studies
Plymouth-Salem High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Partners in Personal Assistance June 2009 - Present
Independent Contractor 1994 - Present
Independent Contractors January 2003 - January 2009
Fidelity Investments September 1997 - March 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Access, Adobe Acrobat, Photoshop, Technical Writing, Editing, Photography, Image Editing, Office Administration, Customer Service, Presentations, PeopleSoft, Event Planning, Typing, Filing, Data Entry, Purchase Orders, Purchase Requisitions, Invoice Processing, Copywriting, Online Research, Order Tracking, Multi-line Phone, Payment Card Processing, Personal Finance, Insurance
Education
Eastern Michigan University 1992 — 1996
Professional, Technical, Business, and Scientific Writing; Psychology; Women's Studies
Schoolcraft College 1991 — 1992
General Studies
Plymouth-Salem High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kent D. Ellis, SPHR Kent D. Ellis, SPHR's Fidelity Investments Experience August 1999 - January 2002
Job Human Resources Professional
Industry Food & Beverages
Experience
Lawrenceburg Distillers Indiana, LLC June 2007 - Present
Bucyrus Precision Tech, Inc. October 2002 - March 2007
Fidelity Investments August 1999 - January 2002
Education
East Carolina University - College of Business 1991 — 1994
MBA
Lawrenceburg Distillers Indiana, LLC June 2007 - Present
Bucyrus Precision Tech, Inc. October 2002 - March 2007
Fidelity Investments August 1999 - January 2002
Education
East Carolina University - College of Business 1991 — 1994
MBA
Neil Jefferson Neil Jefferson's Fidelity Investments Experience July 2012 - Present
Job Strategic Talent Acquisition Leader
Industry Staffing and Recruiting
Experience
Fidelity Investments July 2012 - Present
General Parts International June 2011 - June 2012
Veritude, a Fidelity Investments Company April 2007 - June 2011
ACC Staffing August 2005 - April 2007
CIBER, Inc. February 1998 - August 2005
System One Technical December 1994 - February 1998
Skills
Employee Relations, Mentoring, Immigration, Talent Acquisition, Talent Management, Performance Management, Technical Recruiting, Hiring, Process Improvement, Leadership Development, Full-cycle Recruiting, Workforce Planning, Organizational..., Interviewing, Vendor Management, Strategic Planning, Budgeting, Team Building, Budgets, Recruiting, Interviews, Sales Management, Employee Benefits, Leadership, Onboarding, Training, SDLC, Management, Immigration Law, Succession Planning, Sourcing, Human Resources, Contract Negotiation, Staffing Services, Employee Engagement, CRM, College Recruiting, Consulting, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, HRIS, Executive Search, Strategy, Deferred Compensation, Contract Recruitment, Personnel Management, Screening Resumes, New Hire Orientations, Employer Branding
Education
East Carolina University - College of Business 1989 — 1993
Bachelor of Science (B.S.)
Fidelity Investments July 2012 - Present
General Parts International June 2011 - June 2012
Veritude, a Fidelity Investments Company April 2007 - June 2011
ACC Staffing August 2005 - April 2007
CIBER, Inc. February 1998 - August 2005
System One Technical December 1994 - February 1998
Skills
Employee Relations, Mentoring, Immigration, Talent Acquisition, Talent Management, Performance Management, Technical Recruiting, Hiring, Process Improvement, Leadership Development, Full-cycle Recruiting, Workforce Planning, Organizational..., Interviewing, Vendor Management, Strategic Planning, Budgeting, Team Building, Budgets, Recruiting, Interviews, Sales Management, Employee Benefits, Leadership, Onboarding, Training, SDLC, Management, Immigration Law, Succession Planning, Sourcing, Human Resources, Contract Negotiation, Staffing Services, Employee Engagement, CRM, College Recruiting, Consulting, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, HRIS, Executive Search, Strategy, Deferred Compensation, Contract Recruitment, Personnel Management, Screening Resumes, New Hire Orientations, Employer Branding
Education
East Carolina University - College of Business 1989 — 1993
Bachelor of Science (B.S.)
David Dufour David Dufour's Fidelity Investments Experience August 2003 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Santander Bank, N.A. November 2013 - October 2014
First Niagara Bank June 2009 - October 2012
Fidelity Investments August 2003 - February 2009
American Skandia July 1998 - July 2002
Fidelity Investments January 1992 - July 1998
Connecticut Mutual Life (G. R. Phelps & Co. Inc.) June 1989 - June 1991
Skills
Mutual Funds, Financial Services, Investments, Fixed Annuities, FINRA, Trading, Series 63, Retirement Planning, Series 7, Managed Money, Customer Service, IRAs, Separately Managed..., DST, Cost Basis Reporting, Investment Advisory, Series 66
Education
Eastern Connecticut State University 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Santander Bank, N.A. November 2013 - October 2014
First Niagara Bank June 2009 - October 2012
Fidelity Investments August 2003 - February 2009
American Skandia July 1998 - July 2002
Fidelity Investments January 1992 - July 1998
Connecticut Mutual Life (G. R. Phelps & Co. Inc.) June 1989 - June 1991
Skills
Mutual Funds, Financial Services, Investments, Fixed Annuities, FINRA, Trading, Series 63, Retirement Planning, Series 7, Managed Money, Customer Service, IRAs, Separately Managed..., DST, Cost Basis Reporting, Investment Advisory, Series 66
Education
Eastern Connecticut State University 1986 — 1990
Bachelor of Arts (B.A.), Business/Managerial Economics
Susan Houben's Fidelity Investments Experience 2004 - 2008
Job Quality Analyst at Fifth Third Bank / Adjunct Professor at Northen Kentucky University
Industry Professional Training & Coaching
Experience
Fifth Third Bank April 2014 - Present
Northern Kentucky University August 2014 - Present
Fifth Third Bank November 2011 - April 2014
Vantiv Merchant Services 2010 - 2011
Convergys April 2009 - December 2010
Highlands High School Band Volunteer January 2009 - April 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Call Center, Coaching, Training Delivery, Loss Mitigation, Team Building, Process Improvement, Cross-functional Team..., Training, Team Leadership, Performance Management, Leadership, Operations Management, Call Centers, Policy Analysis, Compliance, Collaborative Problem..., Change Management, Quality Assurance, Sales, Customer Service, Time Management, Leadership Development, Vendor Management, Risk Management, Customer Satisfaction, Banking, Employee Training, Teamwork, Customer Experience, Customer Retention, CRM, Analysis
Education
Northern Kentucky University 2010 — 2012
Masters of Science, Executive Leadership and Organizational Change
Eastern Kentucky University 1986 — 1991
BA, English Education
Highlands High School 1978 — 1983
Fifth Third Bank April 2014 - Present
Northern Kentucky University August 2014 - Present
Fifth Third Bank November 2011 - April 2014
Vantiv Merchant Services 2010 - 2011
Convergys April 2009 - December 2010
Highlands High School Band Volunteer January 2009 - April 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1993 - 1999
Skills
Call Center, Coaching, Training Delivery, Loss Mitigation, Team Building, Process Improvement, Cross-functional Team..., Training, Team Leadership, Performance Management, Leadership, Operations Management, Call Centers, Policy Analysis, Compliance, Collaborative Problem..., Change Management, Quality Assurance, Sales, Customer Service, Time Management, Leadership Development, Vendor Management, Risk Management, Customer Satisfaction, Banking, Employee Training, Teamwork, Customer Experience, Customer Retention, CRM, Analysis
Education
Northern Kentucky University 2010 — 2012
Masters of Science, Executive Leadership and Organizational Change
Eastern Kentucky University 1986 — 1991
BA, English Education
Highlands High School 1978 — 1983
D Scott Crutcher's Fidelity Investments Experience January 1995 - July 2002
Job Retirement Plan Administrator at Vectren Corporation
Industry Human Resources
Experience
Vectren Corporation September 2013 - Present
Medical Mutual April 2012 - September 2013
Atlas World Group International 2012 - 2012
Indiana University Health October 2010 - April 2011
Consulting - Self Employed February 2004 - October 2010
Fidelity Investments January 1995 - July 2002
Skills
Microsoft Excel, Team Leadership, Performance Management, Employee Benefits, Talent Management, Employee Relations, Microsoft Office, Outlook, Teamwork, PowerPoint, Time Management, Healthcare, Managed Care, Project Management
Education
University of Southern Indiana 2006 — 2008
B.S., Health Administration
Eastern Kentucky University 1993 — 1995
Business Administration
Vectren Corporation September 2013 - Present
Medical Mutual April 2012 - September 2013
Atlas World Group International 2012 - 2012
Indiana University Health October 2010 - April 2011
Consulting - Self Employed February 2004 - October 2010
Fidelity Investments January 1995 - July 2002
Skills
Microsoft Excel, Team Leadership, Performance Management, Employee Benefits, Talent Management, Employee Relations, Microsoft Office, Outlook, Teamwork, PowerPoint, Time Management, Healthcare, Managed Care, Project Management
Education
University of Southern Indiana 2006 — 2008
B.S., Health Administration
Eastern Kentucky University 1993 — 1995
Business Administration
Kim Haberern Stone Kim Haberern Stone's Fidelity Investments Experience August 1990 - August 2001
Job Owner, Stone Digital Productions
Industry Media Production
Experience
STONE DIGITAL PRODUCTIONS October 2001 - Present
Fidelity Investments August 1990 - August 2001
CORPORATE MEDIA SOLUTIONS June 1988 - August 1990
AGFA CORPORATION January 1982 - January 1988
COOPER ENERGY SERVICES January 1979 - January 1982
Fuller Company 1977 - 1979
Skills
Video Editing, Production, Video Production, Video, Multimedia, Graphics, Social Media, Writing, Photoshop, Graphic Design, Social Media Marketing, Public Speaking, Photography, Final Cut Pro, Promotions, After Effects
Education
East Stroudsburg University of Pennsylvania 1973 — 1977
BA, Communications
Whitehall High School 1970 — 1973
STONE DIGITAL PRODUCTIONS October 2001 - Present
Fidelity Investments August 1990 - August 2001
CORPORATE MEDIA SOLUTIONS June 1988 - August 1990
AGFA CORPORATION January 1982 - January 1988
COOPER ENERGY SERVICES January 1979 - January 1982
Fuller Company 1977 - 1979
Skills
Video Editing, Production, Video Production, Video, Multimedia, Graphics, Social Media, Writing, Photoshop, Graphic Design, Social Media Marketing, Public Speaking, Photography, Final Cut Pro, Promotions, After Effects
Education
East Stroudsburg University of Pennsylvania 1973 — 1977
BA, Communications
Whitehall High School 1970 — 1973
Samantha Zeller's Fidelity Investments Experience July 2007 - December 2007
Job WCPO Assignment Editor
Industry Broadcast Media
Experience
WCPO-TV July 2009 - Present
WLWT October 2007 - October 2008
Fidelity Investments July 2007 - December 2007
Skills
Creative Writing, Organizing, Listening Skills, Broadcast, Storytelling, Television, Breaking News, Videography, Video Production, Final Cut Pro, Radio, Video Editing, Journalism, Video, Multimedia, Avid, Avid Media Composer, Press Releases, New Media, Editing, Media Relations, Web Video, Facebook
Education
Eastern Kentucky University 2002 — 2006
Bachelors of Art, Broadcasting and Electronic Media
WCPO-TV July 2009 - Present
WLWT October 2007 - October 2008
Fidelity Investments July 2007 - December 2007
Skills
Creative Writing, Organizing, Listening Skills, Broadcast, Storytelling, Television, Breaking News, Videography, Video Production, Final Cut Pro, Radio, Video Editing, Journalism, Video, Multimedia, Avid, Avid Media Composer, Press Releases, New Media, Editing, Media Relations, Web Video, Facebook
Education
Eastern Kentucky University 2002 — 2006
Bachelors of Art, Broadcasting and Electronic Media
Rebecca Green, CFP® Rebecca Green, CFP®'s Fidelity Investments Experience July 2003 - July 2006
Job Principal at Springboard Asset Management, LLC
Industry Investment Management
Experience
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Springboard Asset Management, LLC September 2011 - Present
Asset Strategies Inc October 2007 - September 2011
TD Ameritrade November 2006 - October 2007
Fidelity Investments July 2003 - July 2006
Charles Schwab June 1998 - March 2002
Skills
Investment Advisory, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Retirement, 401k, College Savings Plans
Education
Eastern Connecticut State University 1993 — 1997
BS, Business Administration
Oliver Timothy Willis Jr. Oliver Timothy Willis Jr.'s Fidelity Investments Experience December 2013 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments July 2012 - December 2013
Credit Suisse June 2011 - August 2011
Skills
Quality Center, Manual Testing, Test Cases, Test Automation, Sahi, SQL, Rational Team Concert, Visio, SDLC, Leadership, Microsoft Office, Visual Basic, Access, PowerPoint, Business Requirements, Mentoring, Outlook, Microsoft Word, Microsoft Excel, Selenium, Use Case Analysis, Test Execution, Requirement..., Test Planning, Software Documentation, SharePoint, User Acceptance Testing, Agile Methodologies, Test Driven Development
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Management Information Systems
Fidelity Investments December 2013 - Present
Fidelity Investments July 2012 - December 2013
Credit Suisse June 2011 - August 2011
Skills
Quality Center, Manual Testing, Test Cases, Test Automation, Sahi, SQL, Rational Team Concert, Visio, SDLC, Leadership, Microsoft Office, Visual Basic, Access, PowerPoint, Business Requirements, Mentoring, Outlook, Microsoft Word, Microsoft Excel, Selenium, Use Case Analysis, Test Execution, Requirement..., Test Planning, Software Documentation, SharePoint, User Acceptance Testing, Agile Methodologies, Test Driven Development
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Management Information Systems
John Missad John Missad's Fidelity Investments Experience January 2015 - Present
Job Investment Education Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
IBS Financial Group December 2010 - January 2015
Standard Insurance Company July 2001 - December 2010
OneAmerica October 1998 - July 2001
W.L. Burmeister Company October 1994 - September 1997
Skills
401k, Retirement, Defined Contribution, Retirement Planning
Education
Eastern Michigan University 1998 — 2001
MBA, Business
Western Michigan University 1989 — 1994
BA, Mathematics Education
Fidelity Investments January 2015 - Present
IBS Financial Group December 2010 - January 2015
Standard Insurance Company July 2001 - December 2010
OneAmerica October 1998 - July 2001
W.L. Burmeister Company October 1994 - September 1997
Skills
401k, Retirement, Defined Contribution, Retirement Planning
Education
Eastern Michigan University 1998 — 2001
MBA, Business
Western Michigan University 1989 — 1994
BA, Mathematics Education
Ewa R. Boardman Ewa R. Boardman's Fidelity Investments Experience December 2010 - Present
Job Talent Acquisition Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
MassMutual Financial Group April 2007 - December 2010
Northwestern Mutual Financial Network February 2005 - April 2007
Skills
Recruiting, Interviews, Onboarding, Marketing, College Recruiting, Coaching, Talent Acquisition, Training
Education
Nova Southeastern University 2009 — 2015
MBA in HRM
Eastern Connecticut State University 2000 — 2004
BA, Psychology
Fidelity Investments December 2010 - Present
MassMutual Financial Group April 2007 - December 2010
Northwestern Mutual Financial Network February 2005 - April 2007
Skills
Recruiting, Interviews, Onboarding, Marketing, College Recruiting, Coaching, Talent Acquisition, Training
Education
Nova Southeastern University 2009 — 2015
MBA in HRM
Eastern Connecticut State University 2000 — 2004
BA, Psychology
Valarie Bagwell's Fidelity Investments Experience May 2014 - Present
Job Financial representative
Industry Investment Banking
Experience
Fidelity Investments May 2014 - Present
Skills
Bankruptcy, Legal Writing, Courts, Lexis, PACER, Legal Documents, Motions
Education
East Tennessee State University
Bachelor of Science (BS), Political Science and Government
Fidelity Investments May 2014 - Present
Skills
Bankruptcy, Legal Writing, Courts, Lexis, PACER, Legal Documents, Motions
Education
East Tennessee State University
Bachelor of Science (BS), Political Science and Government
Scott Patton PMP Scott Patton PMP's Fidelity Investments Experience August 2011 - Present
Job IT Project Manager at Fidelity Investments
Industry Pharmaceuticals
Experience
Fidelity Investments August 2011 - Present
Progress Energy - C3G Consultant November 2010 - August 2011
GlaxoSmithKline January 2010 - November 2010
Qunitiles Inc. February 2008 - January 2010
GlaxoSmithKline 1998 - 2008
Skills
PMP, SDLC, Visio, Process Improvement, Vendor Management, Six Sigma, Systems Analysis, Testing, Requirements Analysis, Quality Assurance, Software Project..., Business Analysis, Program Management, PMO, PMI, ERP, Business Intelligence, Cross-functional Team..., Project Management, Software Development, MS Project, Microsoft Project
Education
East Carolina University - College of Business
Business Administration - Decision Sciences, Business
Fidelity Investments August 2011 - Present
Progress Energy - C3G Consultant November 2010 - August 2011
GlaxoSmithKline January 2010 - November 2010
Qunitiles Inc. February 2008 - January 2010
GlaxoSmithKline 1998 - 2008
Skills
PMP, SDLC, Visio, Process Improvement, Vendor Management, Six Sigma, Systems Analysis, Testing, Requirements Analysis, Quality Assurance, Software Project..., Business Analysis, Program Management, PMO, PMI, ERP, Business Intelligence, Cross-functional Team..., Project Management, Software Development, MS Project, Microsoft Project
Education
East Carolina University - College of Business
Business Administration - Decision Sciences, Business
Thomas Harty, AIF® Thomas Harty, AIF®'s Fidelity Investments Experience 1998 - 2008
Job Director, Relationship Management Corporate and Retirement Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sikich 2013 - 2015
JMG Financial Group, Ltd. 2010 - 2013
Fidelity Investments 1998 - 2008
Skills
Retirement Planning, Defined Benefit, Retirement, Investments, Defined Contribution, 401k, Due Diligence, Finance, Retirement Plan..., Retirement Solutions, Series 63, Investment Advisory, Financial Advisory, Financial Services
Education
Eastern Illinois University
BA, Business/Economics
Wheaton Central
Charles Schwab May 2015 - Present
Sikich 2013 - 2015
JMG Financial Group, Ltd. 2010 - 2013
Fidelity Investments 1998 - 2008
Skills
Retirement Planning, Defined Benefit, Retirement, Investments, Defined Contribution, 401k, Due Diligence, Finance, Retirement Plan..., Retirement Solutions, Series 63, Investment Advisory, Financial Advisory, Financial Services
Education
Eastern Illinois University
BA, Business/Economics
Wheaton Central
Jackie Azevedo Jackie Azevedo's Fidelity Investments Experience August 2013 - Present
Job Workplace Planning and Guidance Consultant II
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Dress Barn July 2009 - August 2013
Veritude 2013 - 2013
The Great Atlantic & Pacific Tea Company January 2007 - May 2009
Rite Aid 2006 - 2007
Skills
Store Management, Loss Prevention, Visual Merchandising, Store Operations, Merchandising, Driving Results, Retail Sales, Retail, Shrinkage, Inventory Control, Profit, Merchandise Planning, Assortment, Planograms, New Store Openings, Big Box, Associate Development, Leadership, Trend Analysis, Apparel, Multi-unit, Time Management, POS, New Store Development, Window Displays, Cashiering, Management, People Development, Styling, Trend, Employee Training, Inventory, Sales Operations, Customer Experience, Customer Satisfaction, Income Statement, Product Knowledge, Inventory Management, Sales, Customer Service, Fashion, Hiring
Education
East Stroudsburg University of Pennsylvania 2008 — 2008
Secondary Education and Teaching
Moravian College 2005 — 2006
History
Fidelity Investments August 2013 - Present
Dress Barn July 2009 - August 2013
Veritude 2013 - 2013
The Great Atlantic & Pacific Tea Company January 2007 - May 2009
Rite Aid 2006 - 2007
Skills
Store Management, Loss Prevention, Visual Merchandising, Store Operations, Merchandising, Driving Results, Retail Sales, Retail, Shrinkage, Inventory Control, Profit, Merchandise Planning, Assortment, Planograms, New Store Openings, Big Box, Associate Development, Leadership, Trend Analysis, Apparel, Multi-unit, Time Management, POS, New Store Development, Window Displays, Cashiering, Management, People Development, Styling, Trend, Employee Training, Inventory, Sales Operations, Customer Experience, Customer Satisfaction, Income Statement, Product Knowledge, Inventory Management, Sales, Customer Service, Fashion, Hiring
Education
East Stroudsburg University of Pennsylvania 2008 — 2008
Secondary Education and Teaching
Moravian College 2005 — 2006
History
Jackson Phipps's Fidelity Investments Experience July 2014 - Present
Job Associate System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Southern Tide January 2011 - Present
East Carolina University October 2013 - July 2014
Fidelity Investments May 2013 - August 2013
East Carolina University December 2012 - April 2013
AXA/Sound Partners LLC October 2012 - January 2013
East Carolina University November 2010 - December 2012
COOK, ANDY’S OF CLINTON January 2008 - January 2010
Skills
Wordpress, Word, Adobe Creative Suite, Adobe Software, Apple Software, Online Help Development, Online Help, Help Desk Management, Educational Technology, Information Technology, Technology Integration, WordPress, Time Management, Microsoft Word, Advertising, SQL, Visual Basic, OS X, Marketing, PowerPoint
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science, Business Administration; Management Information Systems, 3.21
Clinton High School 2008 — 2010
High School Diploma, 4.1
Fidelity Investments July 2014 - Present
Southern Tide January 2011 - Present
East Carolina University October 2013 - July 2014
Fidelity Investments May 2013 - August 2013
East Carolina University December 2012 - April 2013
AXA/Sound Partners LLC October 2012 - January 2013
East Carolina University November 2010 - December 2012
COOK, ANDY’S OF CLINTON January 2008 - January 2010
Skills
Wordpress, Word, Adobe Creative Suite, Adobe Software, Apple Software, Online Help Development, Online Help, Help Desk Management, Educational Technology, Information Technology, Technology Integration, WordPress, Time Management, Microsoft Word, Advertising, SQL, Visual Basic, OS X, Marketing, PowerPoint
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Science, Business Administration; Management Information Systems, 3.21
Clinton High School 2008 — 2010
High School Diploma, 4.1
Scott Wymer's Fidelity Investments Experience October 1995 - October 2002
Job Program Manager, Retirement at Mercy Health (formerly Catholic Health Partners)
Industry Hospital & Health Care
Experience
Mercy Health (formerly Catholic Health Partners) June 2014 - Present
Mercy Health (formerly Catholic Health Partners) December 2012 - June 2014
Omnicare October 2011 - December 2012
Western & Southern Financial Group May 2011 - October 2011
Western & Southern Financial Group November 2009 - May 2011
Western & Southern Financial Group January 2007 - February 2010
Western & Southern Financial Group November 2003 - December 2006
Fidelity Investments October 1995 - October 2002
Skills
401k, Finance, Defined Benefit, Process Improvement, Auditing, Retirement, Employee Benefits, Retirement Planning, Analysis, Microsoft Excel, Microsoft Access, SQL, Toad, 409A, Defined Contribution, Non-Qualified Deferred..., 457 Plans, Budget Process, Retirement Strategy, COBRA, 403b, Church and ERISA..., Split Dollar Life..., Project Management, Change Management, Customer Service, Scorecards, HTML, Javascript and CSS, Payroll, ADP and Peoplesoft, Sarbanes-Oxley, Executive Compensation..., Compliance, SPDs and Plan Documents, Relational Databases, Photoshop and Lightroom, Business Continuity and..., Strategic Financial..., Internal Audit, Executive Pay, Investments, Insurance
Education
Xavier University 2000 — 2003
MBA, Business Administration
Eastern Kentucky University 1992 — 1994
B.S., Management
Mercy Health (formerly Catholic Health Partners) June 2014 - Present
Mercy Health (formerly Catholic Health Partners) December 2012 - June 2014
Omnicare October 2011 - December 2012
Western & Southern Financial Group May 2011 - October 2011
Western & Southern Financial Group November 2009 - May 2011
Western & Southern Financial Group January 2007 - February 2010
Western & Southern Financial Group November 2003 - December 2006
Fidelity Investments October 1995 - October 2002
Skills
401k, Finance, Defined Benefit, Process Improvement, Auditing, Retirement, Employee Benefits, Retirement Planning, Analysis, Microsoft Excel, Microsoft Access, SQL, Toad, 409A, Defined Contribution, Non-Qualified Deferred..., 457 Plans, Budget Process, Retirement Strategy, COBRA, 403b, Church and ERISA..., Split Dollar Life..., Project Management, Change Management, Customer Service, Scorecards, HTML, Javascript and CSS, Payroll, ADP and Peoplesoft, Sarbanes-Oxley, Executive Compensation..., Compliance, SPDs and Plan Documents, Relational Databases, Photoshop and Lightroom, Business Continuity and..., Strategic Financial..., Internal Audit, Executive Pay, Investments, Insurance
Education
Xavier University 2000 — 2003
MBA, Business Administration
Eastern Kentucky University 1992 — 1994
B.S., Management
Ronda Isaacs's Fidelity Investments Experience August 1998 - September 2005
Job Coordinator of Special Services at Tarrant County College
Industry Higher Education
Experience
Tarrant County College September 2014 - Present
Lincoln College of Technology September 2009 - April 2014
Anthem College December 2008 - September 2009
Dore April 2006 - May 2008
Logos Counseling April 2004 - April 2007
Fidelity Investments August 1998 - September 2005
Texas Department of Assistive and Rehabilitative Services January 1994 - February 1998
Skills
Career Counseling, Training, Interviews, Leadership, Coaching, Public Speaking, Resume Writing, Staff Development, Career Development, Higher Education, Leadership Development, Adult Education, Customer Service, Enrollment Management, Management, Job Coaching, Job Search Strategies, Student Recruiting, Student Counseling, Team Building, Academic Administration, Student Affairs, Teaching, Servant Leadership, Time Management, Student Development, Recruiting, Academic Advising, Student Retention, College Education...
Education
East Central University 1992 — 1994
MS, Vocational Rehabilitation Counseling
East Central University 1989 — 1992
BA, Counseling Services for the Deaf
Oklahoma Baptist University 1987 — 1989
Tarrant County College September 2014 - Present
Lincoln College of Technology September 2009 - April 2014
Anthem College December 2008 - September 2009
Dore April 2006 - May 2008
Logos Counseling April 2004 - April 2007
Fidelity Investments August 1998 - September 2005
Texas Department of Assistive and Rehabilitative Services January 1994 - February 1998
Skills
Career Counseling, Training, Interviews, Leadership, Coaching, Public Speaking, Resume Writing, Staff Development, Career Development, Higher Education, Leadership Development, Adult Education, Customer Service, Enrollment Management, Management, Job Coaching, Job Search Strategies, Student Recruiting, Student Counseling, Team Building, Academic Administration, Student Affairs, Teaching, Servant Leadership, Time Management, Student Development, Recruiting, Academic Advising, Student Retention, College Education...
Education
East Central University 1992 — 1994
MS, Vocational Rehabilitation Counseling
East Central University 1989 — 1992
BA, Counseling Services for the Deaf
Oklahoma Baptist University 1987 — 1989
Jake Novak's Fidelity Investments Experience March 2013 - Present
Job Senior Conversion Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments December 2011 - March 2013
Fidelity Investments February 2006 - December 2011
Skills
Operations Management, Business Management, Team Leadership, Transaction Processing, Customer Service, Team Building, Training, Financial Services, 401k, Leadership, Retirement, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Banking, Call Centers, Management, Program Management, Strategy, Finance
Education
Northern Kentucky University 2007 — 2010
B.A. of Science, Organizational Leadership
Eastern Kentucky University
Fidelity Investments March 2013 - Present
Fidelity Investments December 2011 - March 2013
Fidelity Investments February 2006 - December 2011
Skills
Operations Management, Business Management, Team Leadership, Transaction Processing, Customer Service, Team Building, Training, Financial Services, 401k, Leadership, Retirement, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Banking, Call Centers, Management, Program Management, Strategy, Finance
Education
Northern Kentucky University 2007 — 2010
B.A. of Science, Organizational Leadership
Eastern Kentucky University
Chuck Beck, PMP Chuck Beck, PMP's Fidelity Investments Experience September 1997 - August 2000
Job Senior Project Manager at Terumo Cardiovascular Systems
Industry Information Technology and Services
Experience
Terumo Cardiovascular Systems July 2013 - Present
Terumo Cardiovascular Systems June 2011 - Present
WriteSteps, LLC November 2010 - March 2011
Ann Arbor SPARK August 2010 - December 2010
Entrepeneur January 2003 - December 2010
ProQuest January 2000 - January 2003
Fidelity Investments September 1997 - August 2000
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1994 - January 1997
UNIVERSITY MICROFILMS INTERNATIONAL January 1990 - January 1993
Skills
Cross-functional Team..., Project Planning, Project Management, MS Project, Business Development, Leadership, Quality Assurance, Six Sigma, Process Improvement, Integration, Management, Software Documentation, Budgets, Training, Testing, ERP, Vendor Management, PMP, Negotiation, Program Management
Education
Eastern Michigan University 1987 — 1989
BBA, Financial Management
Terumo Cardiovascular Systems July 2013 - Present
Terumo Cardiovascular Systems June 2011 - Present
WriteSteps, LLC November 2010 - March 2011
Ann Arbor SPARK August 2010 - December 2010
Entrepeneur January 2003 - December 2010
ProQuest January 2000 - January 2003
Fidelity Investments September 1997 - August 2000
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1994 - January 1997
UNIVERSITY MICROFILMS INTERNATIONAL January 1990 - January 1993
Skills
Cross-functional Team..., Project Planning, Project Management, MS Project, Business Development, Leadership, Quality Assurance, Six Sigma, Process Improvement, Integration, Management, Software Documentation, Budgets, Training, Testing, ERP, Vendor Management, PMP, Negotiation, Program Management
Education
Eastern Michigan University 1987 — 1989
BBA, Financial Management
Bernie O'Bryan Bernie O'Bryan's Fidelity Investments Experience January 2011 - March 2012
Job Manager of Programming Services at Government Acquistions
Industry Information Technology and Services
Experience
Government Acquistions May 2014 - Present
Robert Half Technology March 2012 - Present
Independant Consultant January 2010 - April 2013
Fidelity Investments January 2011 - March 2012
Gannett 2007 - 2010
Jeremiah 29 Company September 2001 - March 2007
Skills
Databases, Data Manipulation, Access, SSRS, Leadership, Training, Microsoft SQL Server, Database Design, SQL, Agile Methodologies, Visual Basic, Windows, Project Management, Software Documentation, Business Intelligence, Data Warehousing, Visio, ASP.NET, Program Management, Analysis, Process Improvement, XML, Systems Analysis, Oracle, Security, Software Project..., Project Planning, SDLC, IIS, T-SQL, Management, Requirements Analysis, Software Development, Integration, Business Process, Database Administration, ETL, ASP, Business Analysis, Vendor Management, Enterprise Architecture, Information Technology, ERP, VB.NET, Consulting, IT Management, Agile Project Management, Solution Architecture, Disaster Recovery, .NET
Education
University of Cincinnati 1988 — 1993
Master of Science, Quantitative Analysis/Information Systems
Northern Kentucky University 1977 — 1982
M.B.A., Business Administration
Eastern Kentucky University 1974 — 1976
M.B.A., Management
Eastern Kentucky University 1970 — 1974
B.B.A., Business Administration
Government Acquistions May 2014 - Present
Robert Half Technology March 2012 - Present
Independant Consultant January 2010 - April 2013
Fidelity Investments January 2011 - March 2012
Gannett 2007 - 2010
Jeremiah 29 Company September 2001 - March 2007
Skills
Databases, Data Manipulation, Access, SSRS, Leadership, Training, Microsoft SQL Server, Database Design, SQL, Agile Methodologies, Visual Basic, Windows, Project Management, Software Documentation, Business Intelligence, Data Warehousing, Visio, ASP.NET, Program Management, Analysis, Process Improvement, XML, Systems Analysis, Oracle, Security, Software Project..., Project Planning, SDLC, IIS, T-SQL, Management, Requirements Analysis, Software Development, Integration, Business Process, Database Administration, ETL, ASP, Business Analysis, Vendor Management, Enterprise Architecture, Information Technology, ERP, VB.NET, Consulting, IT Management, Agile Project Management, Solution Architecture, Disaster Recovery, .NET
Education
University of Cincinnati 1988 — 1993
Master of Science, Quantitative Analysis/Information Systems
Northern Kentucky University 1977 — 1982
M.B.A., Business Administration
Eastern Kentucky University 1974 — 1976
M.B.A., Management
Eastern Kentucky University 1970 — 1974
B.B.A., Business Administration
Joseph (J.C.) Nilles Jr.'s Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Kohl's Department Stores June 2014 - September 2015
Kohl's Department Stores November 2012 - June 2014
Eastern Kentucky University August 2012 - November 2013
Skills
Leadership, Team Leadership, Critical Thinking, GIS, Risk Assessment, Disaster Response, Homeland Security, Crisis Management, Event Planning, Teamwork, Creativity, Strategic Planning, Vulnerability Assessment, Physical Security, Loss Prevention, Internal Theft..., Shrinkage, Business Profitability, Inventory Control, Staff Supervision, Theft Prevention, Shortage Control, Workplace Safety, Incident Management, Microsoft Office, ArcGIS
Education
Eastern Kentucky University 2010 — 2014
Bachelor's of Science, Homeland Security
Eastern Kentucky University 2010 — 2014
University Certificate, Intelligence Studies
Fidelity Investments September 2015 - Present
Kohl's Department Stores June 2014 - September 2015
Kohl's Department Stores November 2012 - June 2014
Eastern Kentucky University August 2012 - November 2013
Skills
Leadership, Team Leadership, Critical Thinking, GIS, Risk Assessment, Disaster Response, Homeland Security, Crisis Management, Event Planning, Teamwork, Creativity, Strategic Planning, Vulnerability Assessment, Physical Security, Loss Prevention, Internal Theft..., Shrinkage, Business Profitability, Inventory Control, Staff Supervision, Theft Prevention, Shortage Control, Workplace Safety, Incident Management, Microsoft Office, ArcGIS
Education
Eastern Kentucky University 2010 — 2014
Bachelor's of Science, Homeland Security
Eastern Kentucky University 2010 — 2014
University Certificate, Intelligence Studies
Shubham Khandelia Shubham Khandelia's Fidelity Investments Experience April 2014 - April 2015
Job Identity and Access Management Consultant
Industry Information Technology and Services
Experience
Column Technical Services 2015 - Present
Fidelity Investments April 2014 - April 2015
Fannie Mae October 2013 - April 2014
Yale University Careers January 2013 - October 2013
Centers for Medicare & Medicaid Services February 2010 - January 2013
Southern California Edison (SCE) March 2011 - June 2011
Comcast December 2007 - February 2010
Skills
Identity Management, Java, SailPoint, Oracle Identity Manager, Requirements Gathering, Technical Analysis, Architecture, SSO, Access Control..., Eclipse, Pre-sales, Proof of Concept, Business Development, Strategic Roadmaps, RFP, Disaster Recovery, bean shell, XML, SQL, SUN IDM, HP Quality Center, Rational DOORS, Provisioning, RBAC, SOD, SDLC, Management, Requirements Analysis, Project Management, Oracle, Business Analysis, Vendor Management, Unix, Integration
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.)
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Management
Column Technical Services 2015 - Present
Fidelity Investments April 2014 - April 2015
Fannie Mae October 2013 - April 2014
Yale University Careers January 2013 - October 2013
Centers for Medicare & Medicaid Services February 2010 - January 2013
Southern California Edison (SCE) March 2011 - June 2011
Comcast December 2007 - February 2010
Skills
Identity Management, Java, SailPoint, Oracle Identity Manager, Requirements Gathering, Technical Analysis, Architecture, SSO, Access Control..., Eclipse, Pre-sales, Proof of Concept, Business Development, Strategic Roadmaps, RFP, Disaster Recovery, bean shell, XML, SQL, SUN IDM, HP Quality Center, Rational DOORS, Provisioning, RBAC, SOD, SDLC, Management, Requirements Analysis, Project Management, Oracle, Business Analysis, Vendor Management, Unix, Integration
Education
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.)
East Stroudsburg University of Pennsylvania
Bachelor of Science (B.S.), Business Management
Joe Wethington's Fidelity Investments Experience January 2001 - June 2005
Job Director of Trading and Internal Business Development
Industry Investment Management
Experience
FTJ FundChoice February 2008 - Present
Fifth Third Brokerage Services September 2006 - November 2007
Bank of Kentucky June 2006 - September 2006
Bank of Kentucky January 2006 - September 2006
Fidelity Investments January 2001 - June 2005
Skills
Vendor Management, Project Management, Management, Mutual Funds, Series 7, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Sales Management, Strategic Planning, Portfolio Management
Education
Eastern Kentucky University 1995 — 2000
BBA, Marketing
FTJ FundChoice February 2008 - Present
Fifth Third Brokerage Services September 2006 - November 2007
Bank of Kentucky June 2006 - September 2006
Bank of Kentucky January 2006 - September 2006
Fidelity Investments January 2001 - June 2005
Skills
Vendor Management, Project Management, Management, Mutual Funds, Series 7, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Sales Management, Strategic Planning, Portfolio Management
Education
Eastern Kentucky University 1995 — 2000
BBA, Marketing
Anslem Gardner's Fidelity Investments Experience May 2015 - September 2015
Job Director of Marketing at HappyStarter
Industry Financial Services
Experience
HappyStarter September 2015 - Present
Fidelity Investments May 2015 - September 2015
ResCare June 2012 - May 2015
Devereux May 2011 - June 2012
The MENTOR Network January 2009 - May 2011
Skills
Program Development, Case Management, Social Services, Leadership, Social Networking, Public Speaking, Program Management, Community Outreach, Microsoft Office, Budget Management, Mental Health, Marketing, Fundraising, Team Management, Nonprofits, Medical Billing, Program Evaluation, Behavioral Health, Crisis Intervention, Group Therapy, Healthcare Management, Networking, Event Planning, Customer Service, Microsoft Excel
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Connecticut State University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
HappyStarter September 2015 - Present
Fidelity Investments May 2015 - September 2015
ResCare June 2012 - May 2015
Devereux May 2011 - June 2012
The MENTOR Network January 2009 - May 2011
Skills
Program Development, Case Management, Social Services, Leadership, Social Networking, Public Speaking, Program Management, Community Outreach, Microsoft Office, Budget Management, Mental Health, Marketing, Fundraising, Team Management, Nonprofits, Medical Billing, Program Evaluation, Behavioral Health, Crisis Intervention, Group Therapy, Healthcare Management, Networking, Event Planning, Customer Service, Microsoft Excel
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Eastern Connecticut State University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
John Dixon, MBA John Dixon, MBA's Fidelity Investments Experience March 2009 - October 2010
Job CFO | ZynBit, Data Visualization Consultant | Cisco
Industry Information Technology and Services
Experience
ZynBit February 2015 - Present
Cisco July 2014 - Present
Kelly Services (Outsourcing Consulting Group) November 2013 - Present
CMA July 2009 - April 2015
TowerCo October 2010 - October 2012
Fidelity Investments March 2009 - October 2010
East Carolina University College of Business - Department of Finance August 2007 - December 2008
Sageworks, Inc. June 2006 - December 2006
Skills
Sales Analysis, NPV, Demand Forecasting, Cash Flow Forecasting, Revenue Analysis, Data Modeling, Financial Modeling, Data Analysis, Data Mining, Data Warehousing, Report Writing, Project Management, Telecommunications, Predictive Modeling, Statistical Modeling, Business Intelligence, Business Strategy, Business Analysis, Business Modeling, Tableau, Pivot Tables, Vlookup, SQL Server Management..., Microsoft SQL Server, SAS Base, Forecasting, SaaS, Data Visualization, Financial Reporting, Marketing Strategy, Product Management, Business Analytics, QuickBooks, Salesforce Administrator, Crystal Reports, Email Archiving, Enterprise Content..., Spotfire, Change Management, SSRS, SSAS, Market Research
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Mathematics
East Carolina University - College of Business 2007 — 2008
MBA, Finance
ZynBit February 2015 - Present
Cisco July 2014 - Present
Kelly Services (Outsourcing Consulting Group) November 2013 - Present
CMA July 2009 - April 2015
TowerCo October 2010 - October 2012
Fidelity Investments March 2009 - October 2010
East Carolina University College of Business - Department of Finance August 2007 - December 2008
Sageworks, Inc. June 2006 - December 2006
Skills
Sales Analysis, NPV, Demand Forecasting, Cash Flow Forecasting, Revenue Analysis, Data Modeling, Financial Modeling, Data Analysis, Data Mining, Data Warehousing, Report Writing, Project Management, Telecommunications, Predictive Modeling, Statistical Modeling, Business Intelligence, Business Strategy, Business Analysis, Business Modeling, Tableau, Pivot Tables, Vlookup, SQL Server Management..., Microsoft SQL Server, SAS Base, Forecasting, SaaS, Data Visualization, Financial Reporting, Marketing Strategy, Product Management, Business Analytics, QuickBooks, Salesforce Administrator, Crystal Reports, Email Archiving, Enterprise Content..., Spotfire, Change Management, SSRS, SSAS, Market Research
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts, Mathematics
East Carolina University - College of Business 2007 — 2008
MBA, Finance
Deanna Rippy Deanna Rippy's Fidelity Investments Experience January 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments September 2012 - November 2013
Cox Media Group August 2011 - December 2012
Cox Media Group March 2011 - August 2011
Skills
CRM, Social Media, Public Relations, Journalism, AP Style, Trading, Stock Trading, Securities Trading
Education
University of Cincinnati 2010 — 2011
Certificate, Journalism
University of Cincinnati 2008 — 2010
BA, Political Science
Eastern Michigan University 2005 — 2008
Political Science, Public Administration
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments September 2012 - November 2013
Cox Media Group August 2011 - December 2012
Cox Media Group March 2011 - August 2011
Skills
CRM, Social Media, Public Relations, Journalism, AP Style, Trading, Stock Trading, Securities Trading
Education
University of Cincinnati 2010 — 2011
Certificate, Journalism
University of Cincinnati 2008 — 2010
BA, Political Science
Eastern Michigan University 2005 — 2008
Political Science, Public Administration
Jasmine Cooper Jasmine Cooper's Fidelity Investments Experience January 2015 - Present
Job Associate System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
East Carolina University May 2012 - December 2014
Fidelity Investments 2014 - 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, HTML, Customer Service, Windows, SQL, Visual Basic
Education
East Carolina University - College of Business 2010 — 2014
Bachelor's Degree, Management Information Systems
Fidelity Investments January 2015 - Present
East Carolina University May 2012 - December 2014
Fidelity Investments 2014 - 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, HTML, Customer Service, Windows, SQL, Visual Basic
Education
East Carolina University - College of Business 2010 — 2014
Bachelor's Degree, Management Information Systems
Stephanie Penny Stephanie Penny's Fidelity Investments Experience January 2009 - August 2012
Job Development Accounting Assistant at Concord Hospitality Enterprises
Industry Financial Services
Experience
Concord Hospitality Enterprises March 2013 - Present
Fidelity Investments January 2009 - August 2012
Fidelity Investments November 2007 - November 2008
Fidelity Investments August 2007 - November 2007
Skills
Retirement Planning, Creativity, Photography, Multitasking Skills, Highly detail oriented, Coordination of Benefits, Accounting, Employee Benefits, Insurance, Analysis, Invoicing, Leadership, Financial Statements, Sales, Customer Service, Microsoft Excel, Social Media, Budgets, Marketing, Social Media Marketing, Team Building, Management, Microsoft Office
Education
East Carolina University - College of Business 2004 — 2007
Finance, Managerial Finanace and Small Business Management
Concord Hospitality Enterprises March 2013 - Present
Fidelity Investments January 2009 - August 2012
Fidelity Investments November 2007 - November 2008
Fidelity Investments August 2007 - November 2007
Skills
Retirement Planning, Creativity, Photography, Multitasking Skills, Highly detail oriented, Coordination of Benefits, Accounting, Employee Benefits, Insurance, Analysis, Invoicing, Leadership, Financial Statements, Sales, Customer Service, Microsoft Excel, Social Media, Budgets, Marketing, Social Media Marketing, Team Building, Management, Microsoft Office
Education
East Carolina University - College of Business 2004 — 2007
Finance, Managerial Finanace and Small Business Management
Cheryl Turgeon's Fidelity Investments Experience April 1999 - September 2000
Job Sr. Technical Communicator at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial February 2007 - April 2015
Broadridge Financial Solutions February 2003 - January 2007
SIAC Corporation April 2000 - April 2004
Fidelity Investments April 1999 - September 2000
Compaq Computer Corporation May 1997 - September 1999
Skills
FrameMaker, RoboHelp, Software Documentation, Technical Writing, Manuals, Technical Documentation, Technical Communication, Online Help, Single Sourcing, SharePoint, DreanWeaver, Agile Methodologies
Education
Eastern Connecticut State University
Bachelor of Arts (BA), English Language and Literature/Letters
OpenLink Financial February 2007 - April 2015
Broadridge Financial Solutions February 2003 - January 2007
SIAC Corporation April 2000 - April 2004
Fidelity Investments April 1999 - September 2000
Compaq Computer Corporation May 1997 - September 1999
Skills
FrameMaker, RoboHelp, Software Documentation, Technical Writing, Manuals, Technical Documentation, Technical Communication, Online Help, Single Sourcing, SharePoint, DreanWeaver, Agile Methodologies
Education
Eastern Connecticut State University
Bachelor of Arts (BA), English Language and Literature/Letters
Colleen Duncan's Fidelity Investments Experience June 2007 - June 2015
Job Administrative Assistant
Industry Insurance
Experience
Jackson August 2015 - Present
Fidelity Investments June 2007 - June 2015
Skills
Financial Services, Mutual Funds, Series 7, Process Improvement, Investments, Series 63, Microsoft Excel, Customer Service, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Microsoft Office, Team Building, Microsoft Word
Education
Eastern Kentucky University 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
Eastern Kentucky University 2003 — 2007
Bachelors of Arts, Spanish Language and Literature
Jackson August 2015 - Present
Fidelity Investments June 2007 - June 2015
Skills
Financial Services, Mutual Funds, Series 7, Process Improvement, Investments, Series 63, Microsoft Excel, Customer Service, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Microsoft Office, Team Building, Microsoft Word
Education
Eastern Kentucky University 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
Eastern Kentucky University 2003 — 2007
Bachelors of Arts, Spanish Language and Literature
Connie Collett's Fidelity Investments Experience November 1993 - April 2004
Job Executive Assistant at Vantiv
Industry Financial Services
Experience
Vantiv July 2014 - Present
Revenue Performance Management July 2011 - July 2014
Jonathan Scott International July 2011 - December 2012
Saint Ursula Academy October 2005 - June 2011
Fidelity Investments November 1993 - April 2004
Skills
Administration, Administrative Support, Excel, Outlook, Microsoft Office, Internet Research, Word, Invoicing, Scheduling, Hiring, New Hire Orientation, Event Planning, Access, Time Management, Problem Solving, Budgeting, Event Management, Fundraising, Performance Management, Conferences, Research, Social Media, Team Building, Order Entry, Adobe Acrobat, Process Improvement, Microsoft Word, Process Scheduler, Human Resources, Leadership, Management, Employee Relations, Budgets, Applicant Tracking..., Interviews, Onboarding
Education
Eastern Kentucky University 1985 — 1987
Business
Vantiv July 2014 - Present
Revenue Performance Management July 2011 - July 2014
Jonathan Scott International July 2011 - December 2012
Saint Ursula Academy October 2005 - June 2011
Fidelity Investments November 1993 - April 2004
Skills
Administration, Administrative Support, Excel, Outlook, Microsoft Office, Internet Research, Word, Invoicing, Scheduling, Hiring, New Hire Orientation, Event Planning, Access, Time Management, Problem Solving, Budgeting, Event Management, Fundraising, Performance Management, Conferences, Research, Social Media, Team Building, Order Entry, Adobe Acrobat, Process Improvement, Microsoft Word, Process Scheduler, Human Resources, Leadership, Management, Employee Relations, Budgets, Applicant Tracking..., Interviews, Onboarding
Education
Eastern Kentucky University 1985 — 1987
Business
Brett Cisper Brett Cisper's Fidelity Investments Experience February 2015 - August 2015
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual August 2015 - Present
Fidelity Investments February 2015 - August 2015
Fidelity Investments March 2014 - February 2015
Skills
Baseball, Resiliency, Financial Services, Sales, Teamwork, Event Planning
Education
Northern Kentucky University 2010 — 2013
Bachelor of Science, Finance, General
Eastern Michigan University 2009 — 2010
Archbishop Moeller High School 2006 — 2009
Northwestern Mutual August 2015 - Present
Fidelity Investments February 2015 - August 2015
Fidelity Investments March 2014 - February 2015
Skills
Baseball, Resiliency, Financial Services, Sales, Teamwork, Event Planning
Education
Northern Kentucky University 2010 — 2013
Bachelor of Science, Finance, General
Eastern Michigan University 2009 — 2010
Archbishop Moeller High School 2006 — 2009
Alexandra Krallman's Fidelity Investments Experience May 2008 - August 2010
Job Marketing Ph.D. Student, Research & Teaching Assistant
Industry Marketing and Advertising
Experience
Mississippi State University August 2013 - Present
Eastern Kentucky University January 2011 - July 2013
Red Bull North America July 2010 - May 2011
Eastern Kentucky University August 2008 - January 2011
Fidelity Investments May 2008 - August 2010
Skills
Social Media, Higher Education, Social Media Marketing, Online Marketing, Marketing Strategy, Drupal, Banner, Marketing Communications, Advertising, Customer Service, Event Planning, Outlook, Marketing, Student Affairs, Public Speaking, Recruiting, Management, Time Management, Teamwork, Social Networking, Training, Interviews, Sales, Budgets, Leadership, Facebook, Program Management, Public Relations, Teaching, Event Management, Research
Education
Mississippi State University 2013 — 2017
Doctor of Philosophy (PhD), Marketing
Eastern Kentucky University 2012 — 2013
Master of Business Administration (M.B.A.), Business
Eastern Kentucky University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, Honors Scholar
Scott High School
Mississippi State University August 2013 - Present
Eastern Kentucky University January 2011 - July 2013
Red Bull North America July 2010 - May 2011
Eastern Kentucky University August 2008 - January 2011
Fidelity Investments May 2008 - August 2010
Skills
Social Media, Higher Education, Social Media Marketing, Online Marketing, Marketing Strategy, Drupal, Banner, Marketing Communications, Advertising, Customer Service, Event Planning, Outlook, Marketing, Student Affairs, Public Speaking, Recruiting, Management, Time Management, Teamwork, Social Networking, Training, Interviews, Sales, Budgets, Leadership, Facebook, Program Management, Public Relations, Teaching, Event Management, Research
Education
Mississippi State University 2013 — 2017
Doctor of Philosophy (PhD), Marketing
Eastern Kentucky University 2012 — 2013
Master of Business Administration (M.B.A.), Business
Eastern Kentucky University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing, Honors Scholar
Scott High School
Jackie Mijol Jackie Mijol's Fidelity Investments Experience January 1986 - May 2006
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Merrill Lynch - Bank of America October 2008 - Present
Citi December 2012 - January 2014
Bank of America January 2008 - December 2012
Families for Effective Autism Treatment - North Texas January 2008 - 2012
DFW Fine Properties March 2005 - January 2009
Realty Capital Partners May 2007 - November 2007
Fidelity Investments January 1986 - May 2006
Universal Pensions, Inc. November 1998 - April 2000
Skills
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management, Property Management, Benefits, Retirement Planning, Estate Planning, Retirement, Pensions, IRA's, Residential, Profit Sharing, Investments, Defined Benefit, Rentals, Retirement Income..., Employee Benefits, Foreclosures, Real Estate Investment, Wealth, Mutual Funds, Insurance Planning, Asset Allocation, Deferred Compensation, Roth IRA, ERISA, Annuities, Private Banking, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory, Securities, Financial Services, Insurance, Finance, Financial Planners, Fixed Annuities, IRAs, Management
Education
Eastern Illinois University 1981 — 1985
BS
Principal Financial Group September 2015 - Present
Merrill Lynch - Bank of America October 2008 - Present
Citi December 2012 - January 2014
Bank of America January 2008 - December 2012
Families for Effective Autism Treatment - North Texas January 2008 - 2012
DFW Fine Properties March 2005 - January 2009
Realty Capital Partners May 2007 - November 2007
Fidelity Investments January 1986 - May 2006
Universal Pensions, Inc. November 1998 - April 2000
Skills
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management, Property Management, Benefits, Retirement Planning, Estate Planning, Retirement, Pensions, IRA's, Residential, Profit Sharing, Investments, Defined Benefit, Rentals, Retirement Income..., Employee Benefits, Foreclosures, Real Estate Investment, Wealth, Mutual Funds, Insurance Planning, Asset Allocation, Deferred Compensation, Roth IRA, ERISA, Annuities, Private Banking, Investment Advisory, Life Insurance, Strategic Financial..., Financial Advisory, Securities, Financial Services, Insurance, Finance, Financial Planners, Fixed Annuities, IRAs, Management
Education
Eastern Illinois University 1981 — 1985
BS
Rachel Schuler's Fidelity Investments Experience June 2012 - Present
Job Portfolio Advisory Service Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Buffalo Bobs Family Restaurant May 2009 - June 2012
Cumulus Broadcasting August 2011 - December 2011
WLEX-TV August 2010 - December 2010
Planet Sun Tanning, University Shopping Center February 2008 - December 2008
Skills
Writing, Promotions, Customer Service, Facebook, Marketing Communications, Editing, Social Media, Sales, Social Networking, Public Relations, Social Media Marketing, Video Production, Event Planning, Teamwork, Marketing
Education
Eastern Kentucky University 2006 — 2011
Bachelor of Arts, Public Relations
Fidelity Investments June 2012 - Present
Buffalo Bobs Family Restaurant May 2009 - June 2012
Cumulus Broadcasting August 2011 - December 2011
WLEX-TV August 2010 - December 2010
Planet Sun Tanning, University Shopping Center February 2008 - December 2008
Skills
Writing, Promotions, Customer Service, Facebook, Marketing Communications, Editing, Social Media, Sales, Social Networking, Public Relations, Social Media Marketing, Video Production, Event Planning, Teamwork, Marketing
Education
Eastern Kentucky University 2006 — 2011
Bachelor of Arts, Public Relations
Ben Kirk Ben Kirk's Fidelity Investments Experience July 2007 - June 2008
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies July 2013 - Present
SS&C Technologies June 2008 - July 2013
Fidelity Investments July 2007 - June 2008
Fidelity Investments September 2006 - July 2007
Fidelity Investments August 2005 - September 2006
Willimantic CT January 2003 - May 2004
Skills
Asset Management, Accounting, Leadership, Process Improvement, Employee Relations, Software Documentation, Operational Controls, Trade Operations, CAMRA, Crystal Reports, Microsoft SQL Server, Bank Reconciliation, Performance Analysis, Bloomberg, Eze Castle, Six Sigma, Project Management, Equities, Futures Trading, Investments, Fixed Income, Operations Management
Education
Eastern Connecticut State University 2001 — 2005
BA
Simsbury High School
SS&C Technologies July 2013 - Present
SS&C Technologies June 2008 - July 2013
Fidelity Investments July 2007 - June 2008
Fidelity Investments September 2006 - July 2007
Fidelity Investments August 2005 - September 2006
Willimantic CT January 2003 - May 2004
Skills
Asset Management, Accounting, Leadership, Process Improvement, Employee Relations, Software Documentation, Operational Controls, Trade Operations, CAMRA, Crystal Reports, Microsoft SQL Server, Bank Reconciliation, Performance Analysis, Bloomberg, Eze Castle, Six Sigma, Project Management, Equities, Futures Trading, Investments, Fixed Income, Operations Management
Education
Eastern Connecticut State University 2001 — 2005
BA
Simsbury High School
Tamara Balon's Fidelity Investments Experience September 2015 - Present
Job Senior Manager Benefit Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments September 2007 - September 2015
Skills
Employee Benefits, Defined Benefit, Pensions, Benefits Administration, 401k, Retirement, Financial Services, Defined Contribution, Deferred Compensation, ERISA, Retirement Planning
Education
East Carolina University - College of Business 1992 — 1996
BS, Marketing
Fidelity Investments September 2015 - Present
Fidelity Investments September 2007 - September 2015
Skills
Employee Benefits, Defined Benefit, Pensions, Benefits Administration, 401k, Retirement, Financial Services, Defined Contribution, Deferred Compensation, ERISA, Retirement Planning
Education
East Carolina University - College of Business 1992 — 1996
BS, Marketing
William Levi Arbogast's Fidelity Investments Experience May 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments September 2012 - May 2013
Fifth Third Bank November 2010 - September 2012
Macy's November 2009 - October 2010
Citi June 2008 - December 2009
Citi 2005 - 2008
Citigroup February 2003 - August 2005
Fidelity Investments December 2001 - December 2002
Fidelity Investments March 1998 - November 2001
Fidelity Investments June 1995 - February 1998
Skills
Needs Analysis, Performance Improvement, Change Management, Workshop Facilitation, Training, Appraisals, Leadership Development, Coaching, Performance Consulting, Organizational..., Employee Engagement, Performance Management
Education
Northern Kentucky University 2008 — 2010
MS, Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2008
MS, Industrial/Organizational Psychology
Eastern Kentucky University 1983 — 1988
BA, Public Relations
Fidelity Investments May 2013 - Present
Fidelity Investments September 2012 - May 2013
Fifth Third Bank November 2010 - September 2012
Macy's November 2009 - October 2010
Citi June 2008 - December 2009
Citi 2005 - 2008
Citigroup February 2003 - August 2005
Fidelity Investments December 2001 - December 2002
Fidelity Investments March 1998 - November 2001
Fidelity Investments June 1995 - February 1998
Skills
Needs Analysis, Performance Improvement, Change Management, Workshop Facilitation, Training, Appraisals, Leadership Development, Coaching, Performance Consulting, Organizational..., Employee Engagement, Performance Management
Education
Northern Kentucky University 2008 — 2010
MS, Executive Leadership and Organizational Change
Northern Kentucky University 2005 — 2008
MS, Industrial/Organizational Psychology
Eastern Kentucky University 1983 — 1988
BA, Public Relations
Dirk Barth's Fidelity Investments Experience June 2007 - Present
Job Director, Platform Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
GEICO June 2005 - June 2007
Telution January 2003 - September 2004
Accenture September 2001 - September 2002
Education
North Carolina State University 2008 — 2009
Certificate
Eastern Michigan University 2003 — 2008
MS
University of Michigan 1997 — 2001
BA
Fidelity Investments June 2007 - Present
GEICO June 2005 - June 2007
Telution January 2003 - September 2004
Accenture September 2001 - September 2002
Education
North Carolina State University 2008 — 2009
Certificate
Eastern Michigan University 2003 — 2008
MS
University of Michigan 1997 — 2001
BA
Ken Steeves Jr's Fidelity Investments Experience 2007 - 2012
Job Wealth Manager at Creative Planning, Inc
Industry Financial Services
Experience
Creative Planning Inc. 2012 - Present
Fidelity Investments 2007 - 2012
Skills
Asset Allocation, Equities, Financial Planners, Financial Services, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business
Creative Planning Inc. 2012 - Present
Fidelity Investments 2007 - 2012
Skills
Asset Allocation, Equities, Financial Planners, Financial Services, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Securities, Series 63, Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business
Timothy Chisholm's Fidelity Investments Experience March 1996 - Present
Job Vice PresidentDC Consulting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 1996 - Present
Arthur Andersen January 1994 - March 1996
Internal Revenue Service April 1988 - December 1993
Skills
Employee Benefits, 401k
Education
Eastern Kentucky University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments March 1996 - Present
Arthur Andersen January 1994 - March 1996
Internal Revenue Service April 1988 - December 1993
Skills
Employee Benefits, 401k
Education
Eastern Kentucky University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Bob Geis's Fidelity Investments Experience March 2007 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Fidelity Investments October 2004 - March 2007
Busey Bank (f/k/a BankIllinois) May 1993 - October 1998
Education
Eastern Illinois University 1996 — 1999
M.S., Business Administration
Eastern Illinois University 1987 — 1991
B.S., Finance
Fidelity Investments March 2007 - Present
Fidelity Investments October 2004 - March 2007
Busey Bank (f/k/a BankIllinois) May 1993 - October 1998
Education
Eastern Illinois University 1996 — 1999
M.S., Business Administration
Eastern Illinois University 1987 — 1991
B.S., Finance
Dawna Aldrich's Fidelity Investments Experience 1998 - 2014
Job Previous broker at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1998 - 2014
Skills
Investments, Series 63, Mutual Funds, Financial Services, Series 7, Process Improvement, Customer Service, Wealth Management, Brokerage, FINRA, Vendor Management, Securities, ETFs, Equities, Investment Advisory, Options, Retirement Planning, Business Analysis, Leadership, Strategic Planning
Education
University of Oklahoma 1988 — 1990
ba psychology, Mass Communication/Media Studies
East Central University 1985 — 1988
Fidelity Investments 1998 - 2014
Skills
Investments, Series 63, Mutual Funds, Financial Services, Series 7, Process Improvement, Customer Service, Wealth Management, Brokerage, FINRA, Vendor Management, Securities, ETFs, Equities, Investment Advisory, Options, Retirement Planning, Business Analysis, Leadership, Strategic Planning
Education
University of Oklahoma 1988 — 1990
ba psychology, Mass Communication/Media Studies
East Central University 1985 — 1988
Lilly Chen's Fidelity Investments Experience July 2007 - May 2013
Job Head of System Delivery at Income Research + Management
Industry Financial Services
Experience
Income Research + Management August 2015 - Present
Constant Contact March 2014 - July 2015
OnX Enterprise Solutions June 2013 - March 2014
Fidelity Investments July 2007 - May 2013
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
RBS Greenwich Capital January 1999 - June 2000
ABN AMRO May 1998 - December 1998
Skills
SDLC, Business Analysis, Data Warehousing, Vendor Management, Enterprise Architecture, Disaster Recovery, Business Intelligence, IT Strategy, Integration, Change Management, Database Administration, Oracle, Microsoft SQL Server, Databases, Enterprise Software, Virtualization, Security, Program Management, High Availability, Performance Tuning, Outsourcing, Data Migration, DB2
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Master's degree
East China Normal University 1990 — 1994
Bachelor's degree, Major Chemistry Minor Computer Science
middle school
qi yi middle school
七一中學
七一中學
Income Research + Management August 2015 - Present
Constant Contact March 2014 - July 2015
OnX Enterprise Solutions June 2013 - March 2014
Fidelity Investments July 2007 - May 2013
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
RBS Greenwich Capital January 1999 - June 2000
ABN AMRO May 1998 - December 1998
Skills
SDLC, Business Analysis, Data Warehousing, Vendor Management, Enterprise Architecture, Disaster Recovery, Business Intelligence, IT Strategy, Integration, Change Management, Database Administration, Oracle, Microsoft SQL Server, Databases, Enterprise Software, Virtualization, Security, Program Management, High Availability, Performance Tuning, Outsourcing, Data Migration, DB2
Education
University of Illinois at Urbana-Champaign 1995 — 1998
Master's degree
East China Normal University 1990 — 1994
Bachelor's degree, Major Chemistry Minor Computer Science
middle school
qi yi middle school
七一中學
七一中學
Shenghui Yang's Fidelity Investments Experience 2000 - 2002
Job Lead Program Analyst at Social Security Administration
Industry Government Administration
Experience
SSA 2006 - Present
Citi Financial 2002 - 2006
Fidelity Investments 2000 - 2002
Vertex Pharmaceuticals 1998 - 2000
Skills
Software Development, SDLC, Requirements Analysis, Integration, Microsoft SQL Server, SQL, Agile Methodologies, Program Management, Unix, Databases, SharePoint, Process Improvement, Systems Analysis, Visio
Education
Eastern Michigan University 1997 — 1998
Shanghai Jiao Tong University
SSA 2006 - Present
Citi Financial 2002 - 2006
Fidelity Investments 2000 - 2002
Vertex Pharmaceuticals 1998 - 2000
Skills
Software Development, SDLC, Requirements Analysis, Integration, Microsoft SQL Server, SQL, Agile Methodologies, Program Management, Unix, Databases, SharePoint, Process Improvement, Systems Analysis, Visio
Education
Eastern Michigan University 1997 — 1998
Shanghai Jiao Tong University
Nicole Nevels's Fidelity Investments Experience March 2012 - Present
Job Staffing Consultant at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments March 2012 - Present
Accountants To You August 2001 - February 2012
Fidelity Investments January 2001 - July 2001
Comair May 1998 - August 1998
Skills
Technical Recruiting, Talent Acquisition, Resume Writing, Full-cycle Recruiting, Interviewing, Sourcing, Talent Management, Hiring, Payroll, Coaching, Cold Calling, Employee Relations, Accounting, Performance Management, Customer Service, Employee Engagement, Applicant Tracking..., Organizational..., Recruitment/Retention, Account Management, Customer Relations, Process Improvement, Outlook, Excel, Compensation, Compliance, Mentoring, HRIS, Negotiation, Payroll Processing, Sales Management, Word, Team Building, Leadership Development, Problem Solving, Management Consulting, New Business Development, Strategic Planning, Billing, Executive Search, Microsoft Office, Career Development
Education
Eastern Kentucky University 1997 — 2000
Bachelors, Sociology and Minor in Business
Fidelity Investments March 2012 - Present
Accountants To You August 2001 - February 2012
Fidelity Investments January 2001 - July 2001
Comair May 1998 - August 1998
Skills
Technical Recruiting, Talent Acquisition, Resume Writing, Full-cycle Recruiting, Interviewing, Sourcing, Talent Management, Hiring, Payroll, Coaching, Cold Calling, Employee Relations, Accounting, Performance Management, Customer Service, Employee Engagement, Applicant Tracking..., Organizational..., Recruitment/Retention, Account Management, Customer Relations, Process Improvement, Outlook, Excel, Compensation, Compliance, Mentoring, HRIS, Negotiation, Payroll Processing, Sales Management, Word, Team Building, Leadership Development, Problem Solving, Management Consulting, New Business Development, Strategic Planning, Billing, Executive Search, Microsoft Office, Career Development
Education
Eastern Kentucky University 1997 — 2000
Bachelors, Sociology and Minor in Business
Chris Cronenweth's Fidelity Investments Experience November 1997 - June 2009
Job Manager IT Planning at Toyota Boshoku America
Industry Automotive
Experience
Toyota Boshoku America July 2009 - Present
Fidelity Investments November 1997 - June 2009
Metricom November 1996 - October 1997
Michigan Automotive Compressor, Inc. October 1993 - October 1996
Skills
Business Analysis, Strategic Planning, Team Building, Hyperion Enterprise, Continuous Improvement, Project Planning, Management, IT Management, Financial Analysis, Cross-functional Team..., Accounting, Analysis, Change Management, Cost Accounting, Leadership, Software Documentation, Business Process...
Education
Eastern Michigan University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Louisiana Tech University 1988 — 1989
Toyota Boshoku America July 2009 - Present
Fidelity Investments November 1997 - June 2009
Metricom November 1996 - October 1997
Michigan Automotive Compressor, Inc. October 1993 - October 1996
Skills
Business Analysis, Strategic Planning, Team Building, Hyperion Enterprise, Continuous Improvement, Project Planning, Management, IT Management, Financial Analysis, Cross-functional Team..., Accounting, Analysis, Change Management, Cost Accounting, Leadership, Software Documentation, Business Process...
Education
Eastern Michigan University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Louisiana Tech University 1988 — 1989
Doug Sprague's Fidelity Investments Experience October 1994 - Present
Job Director of Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1994 - Present
Digital Equipment Corporation 1995 - 1996
Fidelity Investments November 1994 - April 1995
American International Group May 1994 - November 1994
Aetna Life & Casualty January 1988 - May 1994
Aetna Life & Casualty June 1986 - December 1988
Great Lakes Dredge and Dock May 1982 - July 1984
Skills
CPLEX, Java, .NET, Tomcat, Oracle SQL, Enterprise Architecture, Perl Script, OPL, VBScript, C#, Architecture, Software Development, Security, Databases, Architectures, Data Warehousing, Oracle, SQL, SDLC, Visual Basic, Microsoft SQL Server
Education
Eastern Connecticut State University 1989 — 1991
Finance
Thames Valley State Technical College 1979 — 1981
Associates Science, Data Processing
Fidelity Investments October 1994 - Present
Digital Equipment Corporation 1995 - 1996
Fidelity Investments November 1994 - April 1995
American International Group May 1994 - November 1994
Aetna Life & Casualty January 1988 - May 1994
Aetna Life & Casualty June 1986 - December 1988
Great Lakes Dredge and Dock May 1982 - July 1984
Skills
CPLEX, Java, .NET, Tomcat, Oracle SQL, Enterprise Architecture, Perl Script, OPL, VBScript, C#, Architecture, Software Development, Security, Databases, Architectures, Data Warehousing, Oracle, SQL, SDLC, Visual Basic, Microsoft SQL Server
Education
Eastern Connecticut State University 1989 — 1991
Finance
Thames Valley State Technical College 1979 — 1981
Associates Science, Data Processing
Justin Maldonado's Fidelity Investments Experience October 2014 - Present
Job Sr. SPS Executive Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments November 2013 - October 2014
Fidelity Investments January 2013 - November 2013
Dixon Golf, Inc. May 2012 - January 2013
Eastern Kentucky University - Great Journeys Begin Here June 2012 - December 2012
Texas State University December 2011 - May 2012
Texas State University August 2010 - December 2011
Body Recall, Inc. July 2009 - December 2009
Eastern Kentucky University August 2003 - December 2009
Aflac July 2008 - February 2009
Education
Texas State University 2010 — 2012
MA, Communication Studies
Texas State University-San Marcos 2010 — 2011
Certificate, Corporate Communication & Training
Eastern Kentucky University 2003 — 2009
Economics and Communication Studies
Oak Hills High School 1999 — 2003
Fidelity Investments October 2014 - Present
Fidelity Investments November 2013 - October 2014
Fidelity Investments January 2013 - November 2013
Dixon Golf, Inc. May 2012 - January 2013
Eastern Kentucky University - Great Journeys Begin Here June 2012 - December 2012
Texas State University December 2011 - May 2012
Texas State University August 2010 - December 2011
Body Recall, Inc. July 2009 - December 2009
Eastern Kentucky University August 2003 - December 2009
Aflac July 2008 - February 2009
Education
Texas State University 2010 — 2012
MA, Communication Studies
Texas State University-San Marcos 2010 — 2011
Certificate, Corporate Communication & Training
Eastern Kentucky University 2003 — 2009
Economics and Communication Studies
Oak Hills High School 1999 — 2003
Doug Wertz's Fidelity Investments Experience 1999 - 2003
Job VicePresident at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Deutsche Bank 2006 - 2011
New York Life Investment Management 2003 - 2006
Fidelity Investments 1999 - 2003
Evergreen Investments 1996 - 1999
Keystone Investments 1996 - 1996
South Lyon Community Schools 1994 - 1996
Education
Eastern Michigan University 1990 — 1994
BA, History/Political Science
Per Heden's Fidelity Investments Experience October 2013 - July 2015
Job Defined Contribution Analyst III at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company August 2015 - Present
Fidelity Investments October 2013 - July 2015
Standard Insurance Company July 2012 - October 2013
Standard Insurance Company June 2009 - November 2012
Fidelity Investments January 2006 - October 2010
Bloomberg LP September 2002 - June 2005
Bloomberg LP August 1999 - September 2002
Bloomberg LP May 1997 - August 1999
Skills
Qualified Retirement..., 403 b, 457 Plans, 401k, Accounting, Process Improvement, Financial Analysis, Salesforce.com, Access, TGPC, Bloomberg Terminal, Capital Markets, Financial Services, Pensions
Education
Northern Kentucky University 2006 — 2008
Masters, Accountancy, 4.0
Eastern Kentucky University 1993 — 1996
B.A., Finance / Economics, 3.94
Standard Insurance Company August 2015 - Present
Fidelity Investments October 2013 - July 2015
Standard Insurance Company July 2012 - October 2013
Standard Insurance Company June 2009 - November 2012
Fidelity Investments January 2006 - October 2010
Bloomberg LP September 2002 - June 2005
Bloomberg LP August 1999 - September 2002
Bloomberg LP May 1997 - August 1999
Skills
Qualified Retirement..., 403 b, 457 Plans, 401k, Accounting, Process Improvement, Financial Analysis, Salesforce.com, Access, TGPC, Bloomberg Terminal, Capital Markets, Financial Services, Pensions
Education
Northern Kentucky University 2006 — 2008
Masters, Accountancy, 4.0
Eastern Kentucky University 1993 — 1996
B.A., Finance / Economics, 3.94
Patrick Noone's Fidelity Investments Experience November 2006 - Present
Job Client Service Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
Education
East Stroudsburg University of Pennsylvania 1990 — 1994
BA, Psychology
Fidelity Investments November 2006 - Present
Education
East Stroudsburg University of Pennsylvania 1990 — 1994
BA, Psychology
Kyle Erion's Fidelity Investments Experience April 2007 - August 2010
Job Vice President & Business Development Officer at U.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2012 - Present
U.S. Bank August 2010 - January 2012
Fidelity Investments April 2007 - August 2010
US Bank August 2005 - April 2007
National City Bank January 2005 - August 2005
US Bank December 2003 - January 2005
US Bank February 2001 - December 2003
Skills
Banking, Business Development, Internal Communications, Investments, Management, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Asset Management, Credit, Financial Services
Education
Indiana Wesleyan University 2008 — 2010
MBA
Eastern Kentucky University 1996 — 2000
BA, Public Relations
U.S. Bank January 2012 - Present
U.S. Bank August 2010 - January 2012
Fidelity Investments April 2007 - August 2010
US Bank August 2005 - April 2007
National City Bank January 2005 - August 2005
US Bank December 2003 - January 2005
US Bank February 2001 - December 2003
Skills
Banking, Business Development, Internal Communications, Investments, Management, Mutual Funds, Portfolio Management, Relationship Management, Series 7, Asset Management, Credit, Financial Services
Education
Indiana Wesleyan University 2008 — 2010
MBA
Eastern Kentucky University 1996 — 2000
BA, Public Relations
Ruchi Agrawal's Fidelity Investments Experience September 2001 - January 2007
Job Business Analyst with Expertise in Systems Implementation, Business and Financial Analysis and Project Management
Industry Information Technology and Services
Experience
Osram Sylvania May 2013 - Present
PC Connection, Inc. May 2011 - Present
Leaders in Financial Planning Analysis in the Greater Boston Area 2013 - 2014
Merkle August 2010 - February 2011
Boston Scientific July 2008 - August 2010
Epsilon May 2007 - June 2008
Fidelity Investments September 2001 - January 2007
RSA Security ( now owned by EMC) April 1999 - April 2001
Price Waterhouse July 1992 - July 1995
Skills
Business Process, Business Intelligence, SDLC, Business Analysis, Project Management, Process Improvement, Requirements Analysis, Cross-functional Team..., Software Project..., Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Planning, Financial Statements, Oracle, SAP, Hyperion
Education
Eastern Michigan University 1996 — 1998
Masters Certificate in Management Information Systems, Information Technology
Eastern Michigan University 1996 — 1998
Master of Business Administration (MBA), Finance
The Institute of Chartered Accountants of India
Chartered Accountant
Osram Sylvania May 2013 - Present
PC Connection, Inc. May 2011 - Present
Leaders in Financial Planning Analysis in the Greater Boston Area 2013 - 2014
Merkle August 2010 - February 2011
Boston Scientific July 2008 - August 2010
Epsilon May 2007 - June 2008
Fidelity Investments September 2001 - January 2007
RSA Security ( now owned by EMC) April 1999 - April 2001
Price Waterhouse July 1992 - July 1995
Skills
Business Process, Business Intelligence, SDLC, Business Analysis, Project Management, Process Improvement, Requirements Analysis, Cross-functional Team..., Software Project..., Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Planning, Financial Statements, Oracle, SAP, Hyperion
Education
Eastern Michigan University 1996 — 1998
Masters Certificate in Management Information Systems, Information Technology
Eastern Michigan University 1996 — 1998
Master of Business Administration (MBA), Finance
The Institute of Chartered Accountants of India
Chartered Accountant
Renee Hagans's Fidelity Investments Experience June 1993 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1993 - Present
GE Capital 1992 - 1993
Skills
Mutual Funds, 401k, CRM, Relationship Management, Vendor Management, Retirement Planning, Employee Benefits, Event Planning, Event Management, Fundraising, Public Speaking, Public Relations, Strategic Planning, Strategic Public..., Non-profit..., Non-profit Leadership, Social Media Marketing, Public Health, Operating Budgets, Contract Negotiation, Local Government, Volunteer Recruiting, Volunteer Training, Volunteer Management, Volunteering, Community Outreach, Grant Writing, Program Development, Program Management, Project Management, Project Planning, Market Research, Qualitative Research, Networking, Operations Management, Health Promotion, Creative Problem Solving, Problem Analysis, Vendor Relationships, ERISA, Tactical Solutions
Education
Eastern Kentucky University
BA
Fidelity Investments June 1993 - Present
GE Capital 1992 - 1993
Skills
Mutual Funds, 401k, CRM, Relationship Management, Vendor Management, Retirement Planning, Employee Benefits, Event Planning, Event Management, Fundraising, Public Speaking, Public Relations, Strategic Planning, Strategic Public..., Non-profit..., Non-profit Leadership, Social Media Marketing, Public Health, Operating Budgets, Contract Negotiation, Local Government, Volunteer Recruiting, Volunteer Training, Volunteer Management, Volunteering, Community Outreach, Grant Writing, Program Development, Program Management, Project Management, Project Planning, Market Research, Qualitative Research, Networking, Operations Management, Health Promotion, Creative Problem Solving, Problem Analysis, Vendor Relationships, ERISA, Tactical Solutions
Education
Eastern Kentucky University
BA
David Coccia's Fidelity Investments Experience February 2001 - Present
Job Director, Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Education
Eastern Connecticut State University 1997 — 2002
Bachelor's degree, Economics
Fidelity Investments February 2001 - Present
Education
Eastern Connecticut State University 1997 — 2002
Bachelor's degree, Economics
Phillip Pizzuti, CFP®'s Fidelity Investments Experience March 2008 - February 2013
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. March 2013 - Present
Fidelity Investments March 2008 - February 2013
Education
Eastern Connecticut State University 1999 — 2003
B.A, English
Creative Planning Inc. March 2013 - Present
Fidelity Investments March 2008 - February 2013
Education
Eastern Connecticut State University 1999 — 2003
B.A, English
Michael Kordewick's Fidelity Investments Experience July 2011 - Present
Job Manager Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Fidelity Investments July 2011 - Present
Genworth Financial 2009 - September 2011
First Trust Portfolios January 2005 - February 2009
Wachovia, A Wells Fargo Company March 2004 - January 2005
Van Kampen 1999 - 2001
Skills
Series 63, Series 7, Series 6, Series 24, Series 65, Series 51
Education
Illinois State University 2001 — 2003
BS, Economics
Eastern Illinois University 1995 — 1997
Cheri Duff's Fidelity Investments Experience January 2007 - Present
Job Product Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Education
Eastern Kentucky University 1991 — 1996
BBA in Finance, Finance
Fidelity Investments January 2007 - Present
Education
Eastern Kentucky University 1991 — 1996
BBA in Finance, Finance
Robert M. Geis's Fidelity Investments Experience April 2007 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments October 2004 - April 2007
Alerus Financial September 2002 - October 2004
Skills
Retirement, Vendor Management, Process Improvement, Portfolio Management, Mutual Funds, Asset Management, Investments, Equities, Banking, Management, Change Management, Wealth Management
Education
Eastern Illinois University 1996 — 1999
M.S., Business Administration
Eastern Illinois University 1987 — 1991
BS, Finance
Fidelity Investments April 2007 - Present
Fidelity Investments October 2004 - April 2007
Alerus Financial September 2002 - October 2004
Skills
Retirement, Vendor Management, Process Improvement, Portfolio Management, Mutual Funds, Asset Management, Investments, Equities, Banking, Management, Change Management, Wealth Management
Education
Eastern Illinois University 1996 — 1999
M.S., Business Administration
Eastern Illinois University 1987 — 1991
BS, Finance
Katherine Darris's Fidelity Investments Experience June 1998 - March 2009
Job Principal Requirements Analyst at Parexel
Industry Financial Services
Experience
Parexel April 2014 - Present
PAREXEL November 2013 - April 2014
PAREXEL September 2009 - November 2013
Fidelity Investments June 1998 - March 2009
Fidelity Investments March 1997 - June 1998
Fidelity Investments June 1995 - March 1997
Fidelity Investments August 1993 - June 1995
Travelers Insurance August 1989 - July 1992
Skills
SharePoint, Software Documentation, Equities, Software Development, Requirements Analysis, Unix, Management, SQL, XML, Quality Center, Linux, Requirements Gathering, Quality Assurance, SDLC
Education
Eastern Connecticut State University 1984 — 1988
Bachelor of Science, Business Administration
Parexel April 2014 - Present
PAREXEL November 2013 - April 2014
PAREXEL September 2009 - November 2013
Fidelity Investments June 1998 - March 2009
Fidelity Investments March 1997 - June 1998
Fidelity Investments June 1995 - March 1997
Fidelity Investments August 1993 - June 1995
Travelers Insurance August 1989 - July 1992
Skills
SharePoint, Software Documentation, Equities, Software Development, Requirements Analysis, Unix, Management, SQL, XML, Quality Center, Linux, Requirements Gathering, Quality Assurance, SDLC
Education
Eastern Connecticut State University 1984 — 1988
Bachelor of Science, Business Administration
Dean Studer's Fidelity Investments Experience July 2012 - Present
Job Sr. Manager Software Development
Industry Printing
Experience
Fidelity Investments July 2012 - Present
Skills
Program Management, Vendor Management, Operations Management, Process Improvement, Project Management, Leadership, Analysis, Management, Call Centers, Cross-functional Team..., Change Management, Strategy, Team Leadership, Team Building, Outsourcing, Financial Services
Education
Eastern Kentucky University 1986 — 1992
BA, History
Fidelity Investments July 2012 - Present
Skills
Program Management, Vendor Management, Operations Management, Process Improvement, Project Management, Leadership, Analysis, Management, Call Centers, Cross-functional Team..., Change Management, Strategy, Team Leadership, Team Building, Outsourcing, Financial Services
Education
Eastern Kentucky University 1986 — 1992
BA, History
Satish Donga's Fidelity Investments Experience January 2011 - December 2012
Job Senior Systems Programmer Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
State Street Bank December 2012 - January 2014
Fidelity Investments January 2011 - December 2012
Bank of Newyork Mellon June 2010 - December 2010
Vanguard March 2010 - June 2010
Tetra Tech January 2007 - January 2010
Allied Waste August 2006 - December 2006
Eastern Kentucky University - “Come Here. Go Anywhere.” 2005 - 2006
Skills
Java, JSP, Servlets, GWT, Cloud Applications, Cloud Computing IaaS, Spring, RESTful WebServices, Java Web Services, Hibernate, Toplink, Struts, EJB, Ext JS, Agile Methodologies, Scrum, Financial Services, DWR, jQuery, Java Enterprise Edition, Oracle PL/SQL..., iText, JSF, XML, WebSphere MQ, Oracle SQL Developer, XML Schema, Unix, FTP, Spring Framework
Education
Eastern Kentucky University 2004 — 2006
Master of Science (MS), Applied Computer Software Engineering
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering
Western Michigan University
Brown Brothers Harriman January 2014 - Present
State Street Bank December 2012 - January 2014
Fidelity Investments January 2011 - December 2012
Bank of Newyork Mellon June 2010 - December 2010
Vanguard March 2010 - June 2010
Tetra Tech January 2007 - January 2010
Allied Waste August 2006 - December 2006
Eastern Kentucky University - “Come Here. Go Anywhere.” 2005 - 2006
Skills
Java, JSP, Servlets, GWT, Cloud Applications, Cloud Computing IaaS, Spring, RESTful WebServices, Java Web Services, Hibernate, Toplink, Struts, EJB, Ext JS, Agile Methodologies, Scrum, Financial Services, DWR, jQuery, Java Enterprise Edition, Oracle PL/SQL..., iText, JSF, XML, WebSphere MQ, Oracle SQL Developer, XML Schema, Unix, FTP, Spring Framework
Education
Eastern Kentucky University 2004 — 2006
Master of Science (MS), Applied Computer Software Engineering
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering
Western Michigan University
Todd Spille's Fidelity Investments Experience August 2007 - April 2012
Job Histotechnician
Industry Hospital & Health Care
Experience
First Financial Bank June 2012 - January 2014
Fidelity Investments August 2007 - April 2012
JT Lohrer Construction June 2006 - May 2007
St. Elizabeth's Medical Center May 1999 - June 2006
Skills
Histology, Cryostat, tissue embedding, Tissue Staining, grossing & fixation,, sectioning with..., staining of tissue...
Education
Northern Kentucky University 2000 — 2002
Bachelor’s Degree, Marketing
Eastern Kentucky University 1995 — 1998
Nursing
Covington Catholic
First Financial Bank June 2012 - January 2014
Fidelity Investments August 2007 - April 2012
JT Lohrer Construction June 2006 - May 2007
St. Elizabeth's Medical Center May 1999 - June 2006
Skills
Histology, Cryostat, tissue embedding, Tissue Staining, grossing & fixation,, sectioning with..., staining of tissue...
Education
Northern Kentucky University 2000 — 2002
Bachelor’s Degree, Marketing
Eastern Kentucky University 1995 — 1998
Nursing
Covington Catholic
Patrice Hevia's Fidelity Investments Experience 1989 - 2004
Job Senior Vice President, Regional Manager, Charles Carroll Financial Partners
Industry Financial Services
Experience
Charles Carroll Financial Partners January 2008 - Present
Fidelity Investments 1989 - 2004
Skills
Wealth Management, Investment Management, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Finance, Series 63, Retirement
Education
Eastern Michigan University 1976 — 1979
M. A., Education
Eastern Michigan University 1971 — 1975
B.S., Education
Charles Carroll Financial Partners January 2008 - Present
Fidelity Investments 1989 - 2004
Skills
Wealth Management, Investment Management, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Finance, Series 63, Retirement
Education
Eastern Michigan University 1976 — 1979
M. A., Education
Eastern Michigan University 1971 — 1975
B.S., Education
Dale Delserone's Fidelity Investments Experience February 2008 - June 2008
Job Senior Financial Consultant at CAPTRUST
Industry Financial Services
Experience
CAPTRUST December 2013 - Present
CapTrust December 2010 - December 2013
CapTrust June 2008 - December 2010
Fidelity Investments February 2008 - June 2008
Fidelity Investments August 2007 - February 2008
Fidelity Investments April 2007 - August 2007
Skills
Retirement Planning, 401k, Asset Allocation, Investments, Investment Advisory, Retirement, Mutual Funds, Series 6, Series 63, Wealth Management, Financial Services, Financial Advisory
Education
East Carolina University - College of Business 2002 — 2006
BSBA, Managerial Finance
CAPTRUST December 2013 - Present
CapTrust December 2010 - December 2013
CapTrust June 2008 - December 2010
Fidelity Investments February 2008 - June 2008
Fidelity Investments August 2007 - February 2008
Fidelity Investments April 2007 - August 2007
Skills
Retirement Planning, 401k, Asset Allocation, Investments, Investment Advisory, Retirement, Mutual Funds, Series 6, Series 63, Wealth Management, Financial Services, Financial Advisory
Education
East Carolina University - College of Business 2002 — 2006
BSBA, Managerial Finance
Krista Duffin's Fidelity Investments Experience May 2010 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Edward Jones Investments August 2008 - April 2010
JPMorgan Chase January 2007 - July 2008
Brookstone May 2006 - January 2007
Education
Eastern Michigan University
Business/Corporate Communications
Fidelity Investments May 2010 - Present
Edward Jones Investments August 2008 - April 2010
JPMorgan Chase January 2007 - July 2008
Brookstone May 2006 - January 2007
Education
Eastern Michigan University
Business/Corporate Communications
Emily Maughan's Fidelity Investments Experience December 2010 - May 2013
Job Public Health Coordinator at Island County Public Health Department
Industry Health, Wellness and Fitness
Experience
Island County Public Health Department May 2013 - Present
Fidelity Investments December 2010 - May 2013
U.S. Census Bureau April 2010 - June 2010
East Stroudsburg University August 2008 - December 2009
KidsPeace November 2005 - December 2009
St. Luke's Community Health Department September 2009 - November 2009
Rutgers Cooperative Extension of Warren County May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints February 2004 - August 2005
KidsPeace November 2002 - January 2004
Education
East Stroudsburg University of Pennsylvania 2008 — 2010
Master of Public Health (MPH), Community Health Education
Utah State University 1998 — 2002
Bachelor of Science (B.S.), Parks and Recreation / Therapeutic Recreation
Island County Public Health Department May 2013 - Present
Fidelity Investments December 2010 - May 2013
U.S. Census Bureau April 2010 - June 2010
East Stroudsburg University August 2008 - December 2009
KidsPeace November 2005 - December 2009
St. Luke's Community Health Department September 2009 - November 2009
Rutgers Cooperative Extension of Warren County May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints February 2004 - August 2005
KidsPeace November 2002 - January 2004
Education
East Stroudsburg University of Pennsylvania 2008 — 2010
Master of Public Health (MPH), Community Health Education
Utah State University 1998 — 2002
Bachelor of Science (B.S.), Parks and Recreation / Therapeutic Recreation
Jessica Boulais's Fidelity Investments Experience February 2012 - Present
Job Financial Services Representative
Industry Accounting
Experience
Fidelity Investments February 2012 - Present
Bank of America February 2011 - August 2011
Education
Eastern Connecticut State University 2007 — 2010
Bachelor's degree, Accounting
Fidelity Investments February 2012 - Present
Bank of America February 2011 - August 2011
Education
Eastern Connecticut State University 2007 — 2010
Bachelor's degree, Accounting
Rachael Harrell's Fidelity Investments Experience September 2004 - Present
Job Upcoming college graduate in the Medical Administration field with uptodate knowledge
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
ECPI College of Technology 2010 - 2011
Education
ECPI University 2010 — 2011
Associates of Applied Science, Medical Administration
Eastern Illinois University 1998 — 2002
Bachelors of Arts, English
Frontier Community College 1996 — 1999
Associates of Science
Cisne High School 1994 — 1997
Fidelity Investments September 2004 - Present
ECPI College of Technology 2010 - 2011
Education
ECPI University 2010 — 2011
Associates of Applied Science, Medical Administration
Eastern Illinois University 1998 — 2002
Bachelors of Arts, English
Frontier Community College 1996 — 1999
Associates of Science
Cisne High School 1994 — 1997
Beth Price's Fidelity Investments Experience 2000 - 2010
Job Secondary Market Associate at Sibcy Cline Realtors
Industry Financial Services
Experience
Sibcy Cline Realtors June 2013 - Present
Sibcy Cline Realtors 2012 - 2013
Fidelity Investments 2000 - 2010
Skills
Relationship Management, Financial Services, 401k, Process Improvement, Mutual Funds, Retirement, Customer Service, Business Analysis, Account Management, Retirement Planning, Series 6, Banking
Education
Eastern Kentucky University 1986 — 1990
Mass Communication/Media Studies
Sibcy Cline Realtors June 2013 - Present
Sibcy Cline Realtors 2012 - 2013
Fidelity Investments 2000 - 2010
Skills
Relationship Management, Financial Services, 401k, Process Improvement, Mutual Funds, Retirement, Customer Service, Business Analysis, Account Management, Retirement Planning, Series 6, Banking
Education
Eastern Kentucky University 1986 — 1990
Mass Communication/Media Studies
Duan Chen's Fidelity Investments Experience December 1994 - August 1998
Job VP Data Architecture at RBS Citizens Group
Industry Information Technology and Services
Experience
Income Research & Management July 2013 - Present
RBS Citizens Group January 2005 - June 2013
Fidelity Investment March 2004 - December 2004
Thomson Financial March 2000 - September 2003
Thomson Financial August 1998 - March 2000
Fidelity Investments December 1994 - August 1998
Skills
Data Modeling, Data Warehousing, Enterprise Architecture, ETL, SDLC, Oracle, Databases, Database Design
Education
East China Normal University
Bachelor Degree, Mathematics
Northeastern University
Master Degree, Computer Science
Northeastern University
Master Degree, Mathematics
Income Research & Management July 2013 - Present
RBS Citizens Group January 2005 - June 2013
Fidelity Investment March 2004 - December 2004
Thomson Financial March 2000 - September 2003
Thomson Financial August 1998 - March 2000
Fidelity Investments December 1994 - August 1998
Skills
Data Modeling, Data Warehousing, Enterprise Architecture, ETL, SDLC, Oracle, Databases, Database Design
Education
East China Normal University
Bachelor Degree, Mathematics
Northeastern University
Master Degree, Computer Science
Northeastern University
Master Degree, Mathematics
JT Lavery's Fidelity Investments Experience January 2006 - February 2012
Job Client Relationship Rep at Kforce Inc.
Industry Financial Services
Experience
Kforce Inc. February 2012 - Present
Fidelity Investments January 2006 - February 2012
Sun Life Financial April 2004 - November 2005
MFS Investment Management September 2000 - April 2004
Skills
Series 63
Education
Eastern Connecticut State University 1995 — 1998
BS, Communications, Business
Kforce Inc. February 2012 - Present
Fidelity Investments January 2006 - February 2012
Sun Life Financial April 2004 - November 2005
MFS Investment Management September 2000 - April 2004
Skills
Series 63
Education
Eastern Connecticut State University 1995 — 1998
BS, Communications, Business
Xiaoyong (Shao) Feng's Fidelity Investments Experience April 2007 - December 2007
Job Managing Partner at Genewide Inc (www.genewide.com)
Industry Financial Services
Experience
Principal Financial Group January 2008 - August 2012
Fidelity Investments April 2007 - December 2007
BB&T February 2004 - April 2007
United Guaranty Corporation April 2001 - February 2004
Skills
Enterprise Software, J2EE Architecture, SDLC, Bioinformatics, PCR, PCR primer design, Molecular Biology, Java Enterprise Edition, Agile Methodologies, SQL, Requirements Analysis, SOA
Education
North Carolina State University 1997 — 1998
MS, Computer Science
UNC Chapel Hill 1994 — 1997
MS, Biochem & Biophysics
East China University of Science and Technology 1981 — 1985
Bachelor's Degree, Biochemical Engineering
Principal Financial Group January 2008 - August 2012
Fidelity Investments April 2007 - December 2007
BB&T February 2004 - April 2007
United Guaranty Corporation April 2001 - February 2004
Skills
Enterprise Software, J2EE Architecture, SDLC, Bioinformatics, PCR, PCR primer design, Molecular Biology, Java Enterprise Edition, Agile Methodologies, SQL, Requirements Analysis, SOA
Education
North Carolina State University 1997 — 1998
MS, Computer Science
UNC Chapel Hill 1994 — 1997
MS, Biochem & Biophysics
East China University of Science and Technology 1981 — 1985
Bachelor's Degree, Biochemical Engineering
Brittany Laxton's Fidelity Investments Experience December 2011 - Present
Job
Industry
Experience
Nerium International April 2015 - Present
Fidelity Investments December 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing
Education
East Carolina University - College of Business
Nerium International April 2015 - Present
Fidelity Investments December 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing
Education
East Carolina University - College of Business
Ethan Swanson's Fidelity Investments Experience May 2012 - Present
Job Associate Actuary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Skills
Actuarial Science, Mathematics, Microsoft Excel, ProVal, Access, PowerPoint, Microsoft Word, Statistics, Data Analysis, Analysis, Pension Administration, Defined Benefit, Retirement, Defined Contribution, Pensions
Education
Eastern Illinois University 2010 — 2012
Bachelor of Arts, Mathematics; Business Administration
Fidelity Investments May 2012 - Present
Skills
Actuarial Science, Mathematics, Microsoft Excel, ProVal, Access, PowerPoint, Microsoft Word, Statistics, Data Analysis, Analysis, Pension Administration, Defined Benefit, Retirement, Defined Contribution, Pensions
Education
Eastern Illinois University 2010 — 2012
Bachelor of Arts, Mathematics; Business Administration
Jim Livers's Fidelity Investments Experience August 2000 - August 2006
Job Card Brands at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Bellevue School District 2011 - 2012
Fidelity Investments August 2000 - August 2006
Skills
Staff Development, Public Speaking, Microsoft Office, Team Building, Differentiated..., Project Management, Smartboard, Training, Teaching, Editing, Guided Reading, Leadership Development
Education
Eastern Kentucky University 1990 — 1995
Bachelor's degree, History
Citi May 2014 - Present
Bellevue School District 2011 - 2012
Fidelity Investments August 2000 - August 2006
Skills
Staff Development, Public Speaking, Microsoft Office, Team Building, Differentiated..., Project Management, Smartboard, Training, Teaching, Editing, Guided Reading, Leadership Development
Education
Eastern Kentucky University 1990 — 1995
Bachelor's degree, History
Thomas Fenstermacher's Fidelity Investments Experience September 2015 - Present
Job Processing Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
The Hartford March 2015 - September 2015
Gottier Investments May 2014 - September 2014
Skills
Financial Statement..., Stock Valuation, Microsoft Office, Mutual Funds, Bonds, Options Strategies, Foreign Exchange
Education
Eastern Connecticut State University 2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments September 2015 - Present
The Hartford March 2015 - September 2015
Gottier Investments May 2014 - September 2014
Skills
Financial Statement..., Stock Valuation, Microsoft Office, Mutual Funds, Bonds, Options Strategies, Foreign Exchange
Education
Eastern Connecticut State University 2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank