Fidelity Invesments
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 $2.46 trillion in assets under management as of March 2018. Customer service: 1 (800) 343-3548 Headquarters: Boston, MA CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.46 trillion USD (2018) Parent organization: FMR LLC Subsidiaries: Strategic Advisers, Inc,
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Fidelity Invesments Employees
Phoenyx Fitness January 2010 - Present
JPMorgan Chase August 2007 - May 2011
Wellington Management Company August 2006 - August 2007
JPFAM February 2002 - August 2006
FIDELITY INVESMENTS September 2000 - February 2002
Skills
Equities, Health, Customer Relations, Social Media Marketing, Public Speaking, Program Management, Fitness Training, Email Marketing, Marketing Communications, Nutrition Consulting, Wellness Coaching, Group Exercise, Customer Service, Time Management, Fitness, Fixed Income, Business Development, Leadership, Nutrition, Social Networking, Entrepreneurship, Social Media, Insurance, Marketing, Trading, Mutual Funds, Facebook, Banking, Coaching, Personal Training, Online Marketing, Fundraising, Strategy, Mobile Marketing, FX Options, Weight Training, Corporations, Affiliate Marketing, Strength Training, Blogging, Strategic Partnerships
Education
Baylor University 1992 — 1997
Bachelor of Business, Administration; Real Estate
State Street Global Advisors 2013 - Present
FUSE Research Network January 2012 - August 2013
Columbia Asset Management June 2007 - April 2011
J.P. Morgan Fleming Asset Management (USA) Inc. October 2002 - June 2007
Fidelity Invesments 1993 - 2001
Skills
Product Strategy, Product Development, Product Management, Product Marketing, Process Improvement, P&L responsibility, New Business Development, Business Planning, Product Innovation, Employee Management, Market Research, Marketing Strategy, Mutual Funds, Private Banking, Private Wealth..., Alternative Investments, Mergers, Acquisition Analysis, Closed-end Funds, Fund Of Funds, Asset Allocation, Sub Advisory, Leading Cross..., Change Leadership, Financial Analysis, Thought Leadership, Financial Services, Business Analysis, Management, Strategy, Analytics, Program Management, Asset Management, Investments, Analysis, Finance
Education
Northeastern University - Graduate School of Business Administration
MBA, Business Administration and Management, General
University of Massachusetts, Amherst
BA, Finance and Accounting
Hair Peace July 2009 - Present
Fidelity Investments August 2002 - November 2008
Fidelity Investments August 2000 - August 2002
Fidelity Investments January 1998 - August 2000
Fidelity Invesments August 1995 - January 1998
Skills
Developing Client..., Confidence Building, Coaching, Performance Consulting, Customer Relations, Public Speaking, Team Building, Customer Service, Call Centers, Workshop Facilitation, Employee Training, Training, Social Media, Social Networking, Performance Management, Wellness, Leadership Development, Teaching
Education
Rhode Island College 1982 — 1986
BA, Mass Communications/Psychology
Rhode Island College 1982 — 1986
Bachelor of Arts (BA), Mass Communications/Media Studies
Utah Navajo Health Systems Inc. June 2008 - Present
Blue Mountain Hospital February 2009 - November 2009
LDS Church February 2006 - June 2008
Fidelity Investments March 1998 - February 2006
Sunquest Information Systems April 1994 - March 1996
Fidelity Invesments April 1992 - March 1995
Evans & Sutherland June 1987 - April 1992
Unisys January 1986 - June 1987
Utah State University March 1985 - December 1985
Utah State University September 1984 - December 1985
Skills
Databases, Microsoft SQL Server, Servers, Unix, Troubleshooting, Integration, Software Development, Program Management, SDLC, SQL, Linux, System Administration, VMware, EHR, Database Administration, Oracle, SSIS, System Architecture, Programming
Education
University of Phoenix 2007 — 2008
Masters
Utah State University 1984 — 1985
BS
Brigham Young University 1981 — 1982
Snow College 1979 — 1981
AS
Fidelity Investments September 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Invesments June 2013 - May 2014
Fidelity Investments June 2012 - May 2013
Fidelity investments February 2012 - May 2012
Total Quality Logistics August 2010 - December 2011
Preston-Osborne August 2009 - January 2010
Skills
Logistics, Sales, Management, Negotiation, Cold Calling, Market Research, Marketing Communications, Training, Public Relations, Freight, Research, Nonprofits, Customer Service, Account Management, Marketing, Microsoft Excel, Pricing, Microsoft Office, PowerPoint, Leadership
Education
Manchester Business School 2010 — 2010
Management
University of Kentucky 2006 — 2010
BBA, Business Administration of Marketing and Management
Saint Ursula Academy 2001 — 2006
Fidelity Investments July 2012 - Present
Fidelity Invesments November 2007 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Business Analysis, Process Improvement, Project Management, Management, Microsoft Word, Team Leadership, Change Management, PowerPoint, Risk Management, Call Centers
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts (BA), Psychology
Fidelity Investments December 2014 - Present
Fidelity Investments February 2011 - November 2014
Fidelity Investments April 2007 - February 2011
Fidelity Investments January 2005 - April 2007
Fidelity Invesments October 2003 - January 2005
Fidelity Investments September 1997 - September 2003
Fidelity Investments November 1994 - September 1997
Ohio National Financial Services August 1994 - October 1994
US Shoe Corporation November 1987 - July 1994
Deloitte June 1986 - October 1987
Skills
ERISA, Compliance, Risk Management, Process Improvement, Process Engineering, Problem Solving, Team Building, Teamwork, Cross-functional Team..., Virtual Teams, Benefits Administration, Retirement Planning, Employee Benefits, Financial Services, Leadership, Mutual Funds, Management, Accounting, Human Resources, 401k, Insurance, Retirement, Auditing, Internal Audit, Business Process..., Investments, Qualified Retirement...
Education
The Defiance College 1982 — 1986
BS, Accounting
Ellucian January 2013 - Present
Ellucian December 2010 - December 2013
Wolters Kluwer Financial Services October 2007 - February 2011
Fidelity Invesments April 2007 - October 2007
EDS January 2006 - December 2006
SunGard Higher Education October 2001 - January 2006
Sungard Offshore Services - Previously known as Sungard SCT August 1998 - November 2000
Skills
Product Management, Business Analysis, Business Requirements, Process Improvement, Quality Assurance, Requirements Gathering, Enterprise Software, Agile Methodologies, Program Management, Risk Management, Integration, Business Intelligence, Software Documentation, Vendor Management, Project Management
Education
Kothari Academy 1994 — 1996
PGDBA, Marketing
University of Mysore 1991 — 1994
B S, Microbiology, Botany, Biochemistry
Fidelity Invesments March 2009 - Present
Fidelity Investments 2006 - March 2009
Fidelity Investments 2004 - 2006
Bank of America 2002 - 2004
Merrill Lynch January 2002 - May 2002
Education
Columbia University - Columbia Business School 2000 — 2002
Delhi Public School
National Financial Services- A Fidelity Investments Company January 2012 - Present
National Financial May 2006 - January 2012
National Financial March 2003 - May 2006
Fidelity Investments September 2001 - March 2003
Fidelity Invesments May 1996 - September 2001
Fidelity Investments August 1993 - May 1996
Skills
Financial Services, Management, Customer Service, Employee Training, E-Learning, HTML, Adult Education, Program Management, Compliance, Instructional Design, Training Delivery, Instructor-led Training, Technical Training, Securities, Series 63
Education
University of Oklahoma 1987 — 1992
Bachelor of Arts- Journalism, Advertising, emphasis English
Fidelity Investments September 2015 - Present
Fidelity Investments December 2007 - September 2015
Fidelity Invesments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
Uniform Combined State..., Leadership, Series 7, Sales, Customer Retention, Estate Planning, Investment Advisory, Management, Sales Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Retirement, Retirement Planning
Education
Merrimack College, College of Financial Planning 2003 — 2005
Merrimack College, College of Financial Planning
Norwich University 1989 — 1993
BA, Criminal Justice
Agero, Inc. December 2014 - Present
Staples February 2013 - July 2014
Staples December 2009 - February 2013
Fidelity Investments 1995 - 2009
Fidelity Invesments 2000 - 2002
Skills
Instructional Design, Performance Management, Coaching, Organizational..., Process Improvement, Leadership, Leadership Development, Change Management, Team Building, Business Analysis, Technical Writing, Instructor-led Training, Learning Transformation, Social Learning, Performance Consulting, Distance Learning, Talent Management, Performance Improvement, Needs Analysis, Training, Training Delivery, Learning Management, Succession Planning, Blended Learning, Workshop Facilitation, E-Learning, Onboarding, Employee Training, Strategy, Management, Program Management, Staff Development, Strategic Planning, Learning Management..., Project Management, Consulting, Training & Development
Education
University of Massachusetts, Amherst