Fidelity Brokerage Services
Industry: Capital market company
DescriptionFounded: 1978 Subsidiaries: National Financial Services, LLC, Fidelity Institutional Wealth Services Parent organization: Fidelity Investments
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Fidelity Brokerage Services Employees
Employee
Years
Job
Industry
JJ Johnson JJ Johnson's Fidelity Brokerage Services Experience 1994 - 1999
Job V.P., Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2003 - Present
Fidelity Private Wealth Management Group 1999 - 2003
Fidelity Brokerage Services 1994 - 1999
Fidelity Investments 1992 - 1994
Education
California State University-Fullerton
Brigham Young University - Hawaii
BS, Business Administration
Westminster College
MBA
Charles Schwab 2003 - Present
Fidelity Private Wealth Management Group 1999 - 2003
Fidelity Brokerage Services 1994 - 1999
Fidelity Investments 1992 - 1994
Education
California State University-Fullerton
Brigham Young University - Hawaii
BS, Business Administration
Westminster College
MBA
Doug Eatough Doug Eatough's Fidelity Brokerage Services Experience 1991 - 2002
Job Investools Coach
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
TD Ameritrade April 2009 - Present
TD Ameritrade 2003 - 2010
Investools August 2003 - May 2008
Investools August 2003 - May 2008
Investools 2003 - 2004
Fidelity Investments 1991 - 2002
Fidelity Brokerage Services 1991 - 2002
Skills
Investments, Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Mergers & Acquisitions, Trading, Financial Services, Derivatives, Management, Options, Coaching, Capital Markets, Access, Microsoft Excel, Time Management, Series 7, Strategic Financial..., Mutual Funds, Series 63
Education
Brigham Young University 1988 — 1990
MBA, Business
University of Utah 1983 — 1988
BA, Biology/Chemistry
Daniel Florsheim Daniel Florsheim's Fidelity Brokerage Services Experience 1994 - 1998
Job Chief Financial Officer at ARGA Investment Management, LP
Industry Financial Services
Experience
ARGA Investment Management, LP October 2013 - Present
Adam Street Representatives Ltd January 2013 - Present
Financial Risk Management ( FRM) [ Part of Man plc July 2012 ] July 1998 - December 2012
Fidelity Brokerage Services 1994 - 1998
Credit Suisse Financial Products 1993 - 1994
KPMG UK 1987 - 1993
Skills
Hedge Funds, Fund Of Funds, Corporate Governance, Corporate Finance, Banking, CFOs, Private Equity, Alternative Investments, Investment Management, Business Development, Management Consulting, Leadership, Financial Services, Portfolio Management, Investments, Due Diligence, Equities, Executive Management, International Tax, UK Corporation Tax, Board of Directors, Compliance, Technology, Operations Management, Asset Managment, Board of Director..., FSA, US Tax, GAAP, M &A, Fixed Income, Derivatives, Asset Management
Education
The University of Manchester 1984 — 1987
BA (HONS) Economics
ARGA Investment Management, LP October 2013 - Present
Adam Street Representatives Ltd January 2013 - Present
Financial Risk Management ( FRM) [ Part of Man plc July 2012 ] July 1998 - December 2012
Fidelity Brokerage Services 1994 - 1998
Credit Suisse Financial Products 1993 - 1994
KPMG UK 1987 - 1993
Skills
Hedge Funds, Fund Of Funds, Corporate Governance, Corporate Finance, Banking, CFOs, Private Equity, Alternative Investments, Investment Management, Business Development, Management Consulting, Leadership, Financial Services, Portfolio Management, Investments, Due Diligence, Equities, Executive Management, International Tax, UK Corporation Tax, Board of Directors, Compliance, Technology, Operations Management, Asset Managment, Board of Director..., FSA, US Tax, GAAP, M &A, Fixed Income, Derivatives, Asset Management
Education
The University of Manchester 1984 — 1987
BA (HONS) Economics
Eric Rohne Eric Rohne's Fidelity Brokerage Services Experience November 2012 - September 2013
Job Finance and Accounting Professional
Industry Information Technology and Services
Experience
Sheepdog Technologies October 2013 - September 2015
Fidelity Brokerage Services November 2012 - September 2013
Fidelity Brokerage Services January 2012 - November 2012
Real Time Resolutions, Inc October 2011 - December 2011
Texas Higher Education Coordinating Board May 2010 - May 2011
Longhorn Council Boy Scouts of America April 2002 - January 2011
Texas A&M University- Corpus Christi May 2008 - May 2009
Skills
Public Speaking, Access, Microsoft Office, Microsoft Excel, Data Analysis, Customer Service, Management, Program Management, Training, Event Planning, Marketing
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas A&M University-Corpus Christi 2006 — 2011
Bachelor of Business Administration, Finance
Sheepdog Technologies October 2013 - September 2015
Fidelity Brokerage Services November 2012 - September 2013
Fidelity Brokerage Services January 2012 - November 2012
Real Time Resolutions, Inc October 2011 - December 2011
Texas Higher Education Coordinating Board May 2010 - May 2011
Longhorn Council Boy Scouts of America April 2002 - January 2011
Texas A&M University- Corpus Christi May 2008 - May 2009
Skills
Public Speaking, Access, Microsoft Office, Microsoft Excel, Data Analysis, Customer Service, Management, Program Management, Training, Event Planning, Marketing
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas A&M University-Corpus Christi 2006 — 2011
Bachelor of Business Administration, Finance
Brian MacDonald, CSM, CSPO's Fidelity Brokerage Services Experience June 1996 - August 1998
Job Head of RealTime Development and Engineering at S&P Capital IQ
Industry Financial Services
Experience
Ventus Wireless January 2012 - September 2013
Legg Mason Technology Services April 2007 - January 2012
Legg Mason December 2004 - April 2007
Citigroup Asset Management November 2002 - November 2004
Citi November 2000 - November 2002
General Electric Asset Management October 1999 - November 2000
General Electric Asset Management September 1998 - October 1999
Fidelity Brokerage Services June 1996 - August 1998
Skills
Project Management, Agile Project Management, Program Management, Business Analysis, Strategic Planning, Trading Systems, Electronic Trading, FIX, Vendor Management, Equities, Integration, Market Data, Team Building, Financial Services, 4G, LTE, Wireless Networking, IT Infrastructure..., Agile Methodologies, Disaster Recovery, Strategy, Management, SaaS, Information Technology, Leadership, Trading, Business Requirements, IT Management, IT Strategy, PMP, Executive Management, IT Operations, Outsourcing, Software Project..., Networking, SDLC, Governance, Testing, Software Development, Data Warehousing, Portfolio Management, SharePoint, Analysis, Strategic Partnerships, Change Management, Network Architecture, Quality Assurance, Infrastructure, Oracle, Process Improvement
Education
Keene State College 1991 — 1994
BS, Business Administration
Ventus Wireless January 2012 - September 2013
Legg Mason Technology Services April 2007 - January 2012
Legg Mason December 2004 - April 2007
Citigroup Asset Management November 2002 - November 2004
Citi November 2000 - November 2002
General Electric Asset Management October 1999 - November 2000
General Electric Asset Management September 1998 - October 1999
Fidelity Brokerage Services June 1996 - August 1998
Skills
Project Management, Agile Project Management, Program Management, Business Analysis, Strategic Planning, Trading Systems, Electronic Trading, FIX, Vendor Management, Equities, Integration, Market Data, Team Building, Financial Services, 4G, LTE, Wireless Networking, IT Infrastructure..., Agile Methodologies, Disaster Recovery, Strategy, Management, SaaS, Information Technology, Leadership, Trading, Business Requirements, IT Management, IT Strategy, PMP, Executive Management, IT Operations, Outsourcing, Software Project..., Networking, SDLC, Governance, Testing, Software Development, Data Warehousing, Portfolio Management, SharePoint, Analysis, Strategic Partnerships, Change Management, Network Architecture, Quality Assurance, Infrastructure, Oracle, Process Improvement
Education
Keene State College 1991 — 1994
BS, Business Administration
Theodore Gaeddert's Fidelity Brokerage Services Experience January 1998 - May 2000
Job Contract Representative at Department of the Treasury / Internal Revenue Service
Industry Retail
Experience
Department of the Treasury / Internal Revenue Service November 2014 - Present
Yankee Tactical July 2012 - Present
Trade Adventures, LLC dba General Nutrition Center February 2003 - July 2012
Fidelity Customer Service Group September 2001 - January 2003
Fidelity Customer Service Group June 2000 - September 2001
Fidelity Brokerage Services January 1998 - May 2000
Fidelity Brokerage Services May 1991 - January 1998
Gradison Mutual Funds June 1989 - January 1991
Skills
Cub Master for Pack 708..., Republican Party..., Roth Partnership..., Arlinghaus Builders –..., Previous Securities..., Series 6 - Investment..., Series 63 - Uniform..., Series 7 - General..., Series 8 - General...
Education
Northern Kentucky University 1983 — 1987
Bachelor of Science, Economics
Department of the Treasury / Internal Revenue Service November 2014 - Present
Yankee Tactical July 2012 - Present
Trade Adventures, LLC dba General Nutrition Center February 2003 - July 2012
Fidelity Customer Service Group September 2001 - January 2003
Fidelity Customer Service Group June 2000 - September 2001
Fidelity Brokerage Services January 1998 - May 2000
Fidelity Brokerage Services May 1991 - January 1998
Gradison Mutual Funds June 1989 - January 1991
Skills
Cub Master for Pack 708..., Republican Party..., Roth Partnership..., Arlinghaus Builders –..., Previous Securities..., Series 6 - Investment..., Series 63 - Uniform..., Series 7 - General..., Series 8 - General...
Education
Northern Kentucky University 1983 — 1987
Bachelor of Science, Economics
Bradley Styles Bradley Styles's Fidelity Brokerage Services Experience October 1995 - April 1998
Job Principal at BNS Consulting
Industry Management Consulting
Experience
BNS Consulting January 2006 - Present
Change and Innovation Agency March 2010 - April 2015
CACTUS Software December 2011 - February 2013
CACTUS Software May 2006 - December 2011
Merrill Lynch Europe January 2004 - November 2005
Merrill Lynch Europe June 1998 - December 2003
Fidelity Brokerage Services October 1995 - April 1998
Skills
Change Management, Leadership, Business Process, Management, Strategic Planning, Analysis, Project Planning, Product Management, Information Technology, Managerial Finance, Strategic Data Analysis, Service Operations, Process Control, Business Process..., Regulatory Compliance, Relationship Management, Start-up Consulting, Start-ups Management, Downsizing, Business Continuity..., Disaster Recovery
Education
University of Warwick - Warwick Business School 2000 — 2004
MBA, Strategy and Service Operations
Liberty University 1990 — 1994
BSc, Finance, (With Honors)
Liberty University 1990 — 1994
BA, French, (With Honors)
BNS Consulting January 2006 - Present
Change and Innovation Agency March 2010 - April 2015
CACTUS Software December 2011 - February 2013
CACTUS Software May 2006 - December 2011
Merrill Lynch Europe January 2004 - November 2005
Merrill Lynch Europe June 1998 - December 2003
Fidelity Brokerage Services October 1995 - April 1998
Skills
Change Management, Leadership, Business Process, Management, Strategic Planning, Analysis, Project Planning, Product Management, Information Technology, Managerial Finance, Strategic Data Analysis, Service Operations, Process Control, Business Process..., Regulatory Compliance, Relationship Management, Start-up Consulting, Start-ups Management, Downsizing, Business Continuity..., Disaster Recovery
Education
University of Warwick - Warwick Business School 2000 — 2004
MBA, Strategy and Service Operations
Liberty University 1990 — 1994
BSc, Finance, (With Honors)
Liberty University 1990 — 1994
BA, French, (With Honors)
Patricia Gooding's Fidelity Brokerage Services Experience 1996 - 2001
Job Volunteer
Industry Financial Services
Experience
Town of Cohasset - Alternative Energy Committee July 2014 - Present
Fidelity Investments February 2005 - July 2013
Fidelity Investments 2003 - 2005
Fidelity Brokerage Services 1996 - 2001
Skills
Product Development, Program Management, Business Strategy, New Business Development, Product Management, Credit Cards, Payments, Financial Services, Management, Vendor Management, Business Analysis, Budgets, Strategic Partnerships, Strategy, Business Process, Leadership, Strategic Planning
Education
Boston University 1993 — 1996
Masters, Business with focus on Innovation and Technology
Bentley University
Bachelor of Arts, Law, History & Government
Town of Cohasset - Alternative Energy Committee July 2014 - Present
Fidelity Investments February 2005 - July 2013
Fidelity Investments 2003 - 2005
Fidelity Brokerage Services 1996 - 2001
Skills
Product Development, Program Management, Business Strategy, New Business Development, Product Management, Credit Cards, Payments, Financial Services, Management, Vendor Management, Business Analysis, Budgets, Strategic Partnerships, Strategy, Business Process, Leadership, Strategic Planning
Education
Boston University 1993 — 1996
Masters, Business with focus on Innovation and Technology
Bentley University
Bachelor of Arts, Law, History & Government
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Ontario Securities Commission
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