Fidelity Invesments

Industry: Financial services company

Description

Fidelity 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

Employee
Years
Job
Industry
Malenna Saunders Malenna Saunders Greater New York City Area Details
Malenna Saunders's Fidelity Invesments Experience September 2000 - February 2002
Job CEO Owner at Phoenyx Fitness
Industry Health, Wellness and Fitness
Experience
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

Joseph Patrick Nee Joseph Patrick Nee Greater Boston Area Details
Joseph Patrick Nee's Fidelity Invesments Experience 1993 - 2001
Job Vice President Product Development & Research at State Street Global Advisors
Industry Financial Services
Experience
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

Nicole Vanasse Nicole Vanasse Wakefield, Rhode Island Details
Nicole Vanasse's Fidelity Invesments Experience August 1995 - January 1998
Job Product Designer
Industry Retail
Experience
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

Verlyn Hawks Verlyn Hawks Greater Salt Lake City Area Details
Verlyn Hawks's Fidelity Invesments Experience April 1992 - March 1995
Job Health Information Systems
Industry Information Technology and Services
Experience
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

Elise W. Elise W. Greater Chicago Area Details
Elise W.'s Fidelity Invesments Experience June 2013 - May 2014
Job at Fidelity Investments
Industry Financial Services
Experience
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

Erin Combs Erin Combs Cincinnati Area Details
Erin Combs's Fidelity Invesments Experience November 2007 - July 2012
Job Transaction Processing Representative: Feed Processing at Fidelity Investments
Industry Financial Services
Experience
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

Tina L. Smith Tina L. Smith Cincinnati Area Details
Tina L. Smith's Fidelity Invesments Experience October 2003 - January 2005
Job Director of Case Management at Fidelity Investments
Industry Financial Services
Experience
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

Arthi Chakravarthi Arthi Chakravarthi Orlando, Florida Area Details
Arthi Chakravarthi's Fidelity Invesments Experience April 2007 - October 2007
Job Product Owner at Ellucian
Industry Computer Software
Experience
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

Nupur Bahal (nbahal@gmail.com) Nupur Bahal (nbahal@gmail.com) Greater New York City Area Details
Nupur Bahal (nbahal@gmail.com)'s Fidelity Invesments Experience March 2009 - Present
Job Business Strategy & Marketing Executive
Industry Financial Services
Experience
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

Nicholas Corbett Nicholas Corbett Dallas/Fort Worth Area Details
Nicholas Corbett's Fidelity Invesments Experience May 1996 - September 2001
Job Senior Program Director
Industry Financial Services
Experience
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

Peter Lucien Peter Lucien Greater Boston Area Details
Peter Lucien's Fidelity Invesments Experience 2006 - 2007
Job Branch Manager, VP at Fidelity Investments
Industry Financial Services
Experience
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

Todd Marvin Todd Marvin Greater Boston Area Details
Todd Marvin's Fidelity Invesments Experience 2000 - 2002
Job Director Learning and Development
Industry Human Resources
Experience
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

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