FIDELITY INVESTMENT
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. Customer service: 1 (800) 343-3548 Headquarters: Boston, MA CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Parent organization: FMR LLC Subsidiaries: Strategic Advisers, Inc,
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FIDELITY INVESTMENT Employees
Employee
Years
Job
Industry
Jessica Marino Jessica Marino's FIDELITY INVESTMENT Experience March 2013 - Present
Job Director of Finance and Controls at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment March 2013 - Present
Fidelity Investments 2008 - 2012
KPMG LLP 2007 - 2008
Education
Lehigh University 1998 — 2002
BS, Accounting
Fidelity Investment March 2013 - Present
Fidelity Investments 2008 - 2012
KPMG LLP 2007 - 2008
Education
Lehigh University 1998 — 2002
BS, Accounting
ibrahim ola Savage ibrahim ola Savage's FIDELITY INVESTMENT Experience March 2005 - May 2006
Job Investment Analyst. NYC Comptroller
Industry Banking
Experience
NYC Comptroller office, Bureau of Asset Management September 2011 - Present
Aegis Capital August 2010 - July 2012
HSBC September 2011 - June 2012
Sovereign Bank July 2006 - August 2010
The Rockwell Financial Group January 2009 - May 2009
Fidelity Investment March 2005 - May 2006
Skills
Financial Analysis, Equities, Securities, Marketing Strategy, Portfolio Management, Management, Mutual Funds, Options, Alternative Investments, Risk Management, Investments, Asset Management, Bonds, Trading, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Finance
Education
City University of New York-College of Staten Island
Bachelor of Science Degree, Economics/Finance
NYC Comptroller office, Bureau of Asset Management September 2011 - Present
Aegis Capital August 2010 - July 2012
HSBC September 2011 - June 2012
Sovereign Bank July 2006 - August 2010
The Rockwell Financial Group January 2009 - May 2009
Fidelity Investment March 2005 - May 2006
Skills
Financial Analysis, Equities, Securities, Marketing Strategy, Portfolio Management, Management, Mutual Funds, Options, Alternative Investments, Risk Management, Investments, Asset Management, Bonds, Trading, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Finance
Education
City University of New York-College of Staten Island
Bachelor of Science Degree, Economics/Finance
Ashok Bavanla Ashok Bavanla's FIDELITY INVESTMENT Experience September 2014 - Present
Job Senior Test Lead at Fidelity Investments(Veritude)
Industry Computer Software
Experience
Fidelity Investment September 2014 - Present
Dell(Through Sogeti) October 2013 - August 2014
Bill & Melinda Gates Foundation (Through Plaster group) August 2013 - October 2013
Microsoft July 2001 - May 2013
Microsoft February 2000 - June 2001
Launch Media September 1999 - January 2000
Skills
Windows Azure, Agile Methodologies, Microsoft SQL Server, Visual Studio, QA Engineering, Managing Offshore Teams, QA Engineering and..., Managing Cloud..., Database Administration, SharePoint, Managing Test..., SQL Server Backend..., Microsoft Technologies, Web Application, Test Management, SDLC, Cloud Computing, Quality Assurance, Testing, Management, .NET, Test Automation, Test Cases, Web Applications, Databases, Software Project..., Test Planning, Software Quality..., Performance Testing, Agile Project Management, TFS, Scrum, Software Development, Agile Testing, Waterfall, Regression Testing, User Acceptance Testing, Release Management, Manual Testing, System Testing, Quality Center, Product Studio, Web Services, Test Strategy, Requirements Analysis, VSTS, Usability Testing, C#, Requirements Gathering, Software Design
Education
Osmania University 1992 — 1995
Bachelor of Science (BS)
Fidelity Investment September 2014 - Present
Dell(Through Sogeti) October 2013 - August 2014
Bill & Melinda Gates Foundation (Through Plaster group) August 2013 - October 2013
Microsoft July 2001 - May 2013
Microsoft February 2000 - June 2001
Launch Media September 1999 - January 2000
Skills
Windows Azure, Agile Methodologies, Microsoft SQL Server, Visual Studio, QA Engineering, Managing Offshore Teams, QA Engineering and..., Managing Cloud..., Database Administration, SharePoint, Managing Test..., SQL Server Backend..., Microsoft Technologies, Web Application, Test Management, SDLC, Cloud Computing, Quality Assurance, Testing, Management, .NET, Test Automation, Test Cases, Web Applications, Databases, Software Project..., Test Planning, Software Quality..., Performance Testing, Agile Project Management, TFS, Scrum, Software Development, Agile Testing, Waterfall, Regression Testing, User Acceptance Testing, Release Management, Manual Testing, System Testing, Quality Center, Product Studio, Web Services, Test Strategy, Requirements Analysis, VSTS, Usability Testing, C#, Requirements Gathering, Software Design
Education
Osmania University 1992 — 1995
Bachelor of Science (BS)
Wanda R.'s FIDELITY INVESTMENT Experience November 2004 - December 2007
Job Department of Labor Contractor/Women Empowerment Network
Industry Human Resources
Experience
CARQUEST March 2011 - May 2011
FIDELITY INVESTMENT November 2004 - December 2007
TRINITY EXPRESS January 1997 - January 2004
Skills
Customer Service, Business Management, Budgeting, Customer Relations, Vendor, Contract Negotiation, Inventory Management, Microsoft Office, Policy, Negotiation, Retail, Cost, Planning, Administration, Compliance, Strategic Planning, Event Management, Problem Solving, Research, Insurance, Payroll, Scheduling, Documentation, Coordination, New Business Development, Accounting, Executive Management, Logistics, Small Business, Coaching, Hiring, Excel, Customer Satisfaction, Team Building, Budgets, Management, Microsoft Excel, Recruiting, Personnel Management, Project Planning, Temporary Placement, Deferred Compensation, Employee Relations, Program Management, New Hire Orientations, College Recruiting, Leadership, Organizational..., Software Documentation
Education
STRAYER UNIVERSITY 2006 — 2011
Bachelor of Science (BS), Business Management
Strayer University 2006 — 2011
BS, Business Management
University of Phoenix 2005 — 2006
BS, Business Management
CARQUEST March 2011 - May 2011
FIDELITY INVESTMENT November 2004 - December 2007
TRINITY EXPRESS January 1997 - January 2004
Skills
Customer Service, Business Management, Budgeting, Customer Relations, Vendor, Contract Negotiation, Inventory Management, Microsoft Office, Policy, Negotiation, Retail, Cost, Planning, Administration, Compliance, Strategic Planning, Event Management, Problem Solving, Research, Insurance, Payroll, Scheduling, Documentation, Coordination, New Business Development, Accounting, Executive Management, Logistics, Small Business, Coaching, Hiring, Excel, Customer Satisfaction, Team Building, Budgets, Management, Microsoft Excel, Recruiting, Personnel Management, Project Planning, Temporary Placement, Deferred Compensation, Employee Relations, Program Management, New Hire Orientations, College Recruiting, Leadership, Organizational..., Software Documentation
Education
STRAYER UNIVERSITY 2006 — 2011
Bachelor of Science (BS), Business Management
Strayer University 2006 — 2011
BS, Business Management
University of Phoenix 2005 — 2006
BS, Business Management
David Armantrout's FIDELITY INVESTMENT Experience February 2014 - Present
Job Retirement brokerage services representative
Industry Accounting
Experience
Fidelity investment February 2014 - Present
Fidelity Investments May 2012 - February 2014
Skills
Series 7, Financial Analysis, Process Improvement, 401k, Retirement, Financial Modeling, Access
Education
College of Charleston
Bachelor's degree, Accounting
Fidelity investment February 2014 - Present
Fidelity Investments May 2012 - February 2014
Skills
Series 7, Financial Analysis, Process Improvement, 401k, Retirement, Financial Modeling, Access
Education
College of Charleston
Bachelor's degree, Accounting
Wayne Antoine Wayne Antoine's FIDELITY INVESTMENT Experience January 2006 - July 2006
Job Client Service Analyst SR Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
New York Life Insurance Company December 2013 - Present
Mercer December 2010 - June 2013
Fidelity Investments January 2006 - November 2009
Fidelity Investments August 2006 - November 2008
National Financial Services Group August 2006 - December 2006
Fidelity Investments January 2006 - July 2006
Fidelity Investment January 2006 - July 2006
Citigroup January 2006 - July 2006
Veritude August 2002 - December 2005
Veritude August 2002 - December 2005
Skills
Government Liaison, Analysis, Management, Leadership, Program Management, Cross-functional Team..., Budgets, Finance, Team Leadership, Marketing, Sales, Customer Service, Financial Services, Financial Analysis, Investments, Securities, Microsoft Office
Education
University of Florida 1999 — 2002
Bachelor of Science (BS), Physiology, Pathology and Related Sciences
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
University of Florida 1999 — 2002
Bachelor of Science, Exercise Sports Science
Arkansas State University
Satellite East
Alexander Lonshteyn Alexander Lonshteyn's FIDELITY INVESTMENT Experience December 2005 - February 2009
Job
Industry Oil & Energy
Experience
Borets International January 2014 - Present
Borets-Weatherford July 2012 - January 2014
Borets-Weatherford April 2011 - September 2012
Borets Weatherford April 2009 - May 2011
Fidelity Investment December 2005 - February 2009
Fidelity Investments May 1998 - December 2005
Boston Gas October 1989 - April 1998
Skills
ERP, Management, Forecasting, Software Development, Finance, Network Architecture, Process Improvement, Project Planning, Project Management, Supply Chain Management, Analysis, Program Management, Oil/Gas, Petroleum, Budgets, Cross-functional Team..., Statistical Data..., Statistical Modeling
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1981 — 1986
Ph.D.
Moscow State University of Transport (MIIT)
MS
Moscow State University of Transport (MIIT)
BS
Borets International January 2014 - Present
Borets-Weatherford July 2012 - January 2014
Borets-Weatherford April 2011 - September 2012
Borets Weatherford April 2009 - May 2011
Fidelity Investment December 2005 - February 2009
Fidelity Investments May 1998 - December 2005
Boston Gas October 1989 - April 1998
Skills
ERP, Management, Forecasting, Software Development, Finance, Network Architecture, Process Improvement, Project Planning, Project Management, Supply Chain Management, Analysis, Program Management, Oil/Gas, Petroleum, Budgets, Cross-functional Team..., Statistical Data..., Statistical Modeling
Education
Moscow State Automobile and Road Technical Institute (State Technical University) (MADI) 1981 — 1986
Ph.D.
Moscow State University of Transport (MIIT)
MS
Moscow State University of Transport (MIIT)
BS
Jonathan Sun Jonathan Sun's FIDELITY INVESTMENT Experience August 2008 - February 2009
Job Sr. Software Engineer
Industry Information Technology and Services
Experience
Fidelity Investment August 2008 - February 2009
TJX Companies, Inc March 2008 - August 2008
Fidelity Investments June 2005 - December 2007
BMC Software, Inc 1999 - 2005
Skills
Unix, Security
Education
University of Massachusetts Boston 1997 — 1999
MS, Computer Science
Fidelity Investment August 2008 - February 2009
TJX Companies, Inc March 2008 - August 2008
Fidelity Investments June 2005 - December 2007
BMC Software, Inc 1999 - 2005
Skills
Unix, Security
Education
University of Massachusetts Boston 1997 — 1999
MS, Computer Science
Sarah Lehnert's FIDELITY INVESTMENT Experience June 2014 - August 2014
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Residence Life - Babson College August 2014 - May 2015
Fidelity Investment June 2014 - August 2014
British Beer Company February 2012 - July 2014
Sustainability Office September 2012 - May 2014
Babson College - Center for Women's Entrepreneurial Leadership August 2013 - December 2013
Skills
Social Networking, Social Media, Public Speaking, Leadership, Sustainability, Corporate Social..., Entrepreneurship, Management, Project Management, Communication Skills, Sustainable Business, Corporate Finance, Investment Strategies, Action
Education
Babson College 2012 — 2015
General Business with a concentration in Sustainability and Finance, GPA: 3.83
Framingham High School 2008 — 2011
Fidelity Investments July 2015 - Present
Residence Life - Babson College August 2014 - May 2015
Fidelity Investment June 2014 - August 2014
British Beer Company February 2012 - July 2014
Sustainability Office September 2012 - May 2014
Babson College - Center for Women's Entrepreneurial Leadership August 2013 - December 2013
Skills
Social Networking, Social Media, Public Speaking, Leadership, Sustainability, Corporate Social..., Entrepreneurship, Management, Project Management, Communication Skills, Sustainable Business, Corporate Finance, Investment Strategies, Action
Education
Babson College 2012 — 2015
General Business with a concentration in Sustainability and Finance, GPA: 3.83
Framingham High School 2008 — 2011
Huan Zhang Huan Zhang's FIDELITY INVESTMENT Experience June 1999 - September 1999
Job Graphic Application Engineer at Schneider Electric
Industry Information Technology and Services
Experience
Schneider Electric September 2015 - Present
Huan's Tai Chi January 2002 - Present
University of Massachusetts Boston March 2007 - September 2015
UMass Boston May 2004 - May 2007
Lasell College May 2002 - May 2004
Lionbridge February 2003 - January 2004
Quincy College January 2002 - June 2002
WGBH July 2001 - September 2001
Channelwave Software Inc. January 2000 - April 2001
Fidelity Investment June 1999 - September 1999
Skills
CSS, Editing, MySQL, JavaScript, Negotiation, Databases, Illustrator, Research, Photoshop, Public Speaking, Community Outreach, Program Management, Nonprofits, Training, Leadership, Event Planning, Management, Program Development
Education
University of Massachusetts Boston
University of Massachusetts, Amherst
Schneider Electric September 2015 - Present
Huan's Tai Chi January 2002 - Present
University of Massachusetts Boston March 2007 - September 2015
UMass Boston May 2004 - May 2007
Lasell College May 2002 - May 2004
Lionbridge February 2003 - January 2004
Quincy College January 2002 - June 2002
WGBH July 2001 - September 2001
Channelwave Software Inc. January 2000 - April 2001
Fidelity Investment June 1999 - September 1999
Skills
CSS, Editing, MySQL, JavaScript, Negotiation, Databases, Illustrator, Research, Photoshop, Public Speaking, Community Outreach, Program Management, Nonprofits, Training, Leadership, Event Planning, Management, Program Development
Education
University of Massachusetts Boston
University of Massachusetts, Amherst
Padmanabha Shenoy Padmanabha Shenoy's FIDELITY INVESTMENT Experience January 2006 - August 2006
Job SAP Security Team Lead at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson September 2012 - Present
National grid August 2009 - Present
Wipro Technologies, Bangalore, India September 2006 - Present
Wipro Technologies January 2006 - August 2009
Fidelity Investment January 2006 - August 2006
Skills
SAP Implementation, GRC, SAP R/3, SAP HR, SAP, SAP Security..., ABAP, Business Analysis, Business Intelligence, Business Process, Business Transformation, CRM, Data Migration, ECC, Integration, Master Data Management, PMO, Portals, SAP BW, SAP ERP, SAP Netweaver, SAP XI, SD, SDLC
Education
Mangalore University 2003 — 2005
MBA, Finance
Mangalore University 2003 — 2005
MBA, MBA
Johnson & Johnson September 2012 - Present
National grid August 2009 - Present
Wipro Technologies, Bangalore, India September 2006 - Present
Wipro Technologies January 2006 - August 2009
Fidelity Investment January 2006 - August 2006
Skills
SAP Implementation, GRC, SAP R/3, SAP HR, SAP, SAP Security..., ABAP, Business Analysis, Business Intelligence, Business Process, Business Transformation, CRM, Data Migration, ECC, Integration, Master Data Management, PMO, Portals, SAP BW, SAP ERP, SAP Netweaver, SAP XI, SD, SDLC
Education
Mangalore University 2003 — 2005
MBA, Finance
Mangalore University 2003 — 2005
MBA, MBA
Deborah Blum's FIDELITY INVESTMENT Experience December 1992 - Present
Job Director of AML Risk & Compliance at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment December 1992 - Present
Skills
Financial Services, Anti Money Laundering, Risk Management, Financial Risk, Mutual Funds, Securities, Finance, Investments, Due Diligence, Process Improvement
Education
Bentley University 1984 — 1988
high school 1980 — 1984
Fidelity Investment December 1992 - Present
Skills
Financial Services, Anti Money Laundering, Risk Management, Financial Risk, Mutual Funds, Securities, Finance, Investments, Due Diligence, Process Improvement
Education
Bentley University 1984 — 1988
high school 1980 — 1984
Leeba Philip Leeba Philip's FIDELITY INVESTMENT Experience April 2007 - October 2011
Job ERP Consultant | MIS Graduate student, College Of Business, Northern Illinois University
Industry Information Technology and Services
Experience
Infosys October 2011 - March 2014
Fidelity Investment April 2007 - October 2011
Skills
SDLC, Agile Methodologies, SQL, XML, Java, Unix, HP Quality Center, Spring, Java Enterprise Edition, Software Project..., Requirements Analysis, Microsoft SQL Server, Oracle OAB, Oracle E-Business Suite, Oracle ERP, Oracle HR, Oracle Payroll, Healthcare, SAP BI, Microsoft SQL Server..., SAP BW, SAP FI, SAP Netweaver, SAP PP, SAP MM, PL/SQL, Microsoft Project, Project Management
Education
Northern Illinois University 2014 — 2015
Master's Degree, Management Information Systems, General
University of Kerala 2002 — 2006
Bachelor's Degree, Electrical and Electronics Engineering
Infosys October 2011 - March 2014
Fidelity Investment April 2007 - October 2011
Skills
SDLC, Agile Methodologies, SQL, XML, Java, Unix, HP Quality Center, Spring, Java Enterprise Edition, Software Project..., Requirements Analysis, Microsoft SQL Server, Oracle OAB, Oracle E-Business Suite, Oracle ERP, Oracle HR, Oracle Payroll, Healthcare, SAP BI, Microsoft SQL Server..., SAP BW, SAP FI, SAP Netweaver, SAP PP, SAP MM, PL/SQL, Microsoft Project, Project Management
Education
Northern Illinois University 2014 — 2015
Master's Degree, Management Information Systems, General
University of Kerala 2002 — 2006
Bachelor's Degree, Electrical and Electronics Engineering
Emmanuel Biobaku Emmanuel Biobaku's FIDELITY INVESTMENT Experience October 2007 - January 2009
Job Network Engineer at Jubilee Consulting USA Inc
Industry Information Technology and Services
Experience
Jubilee Consulting USA Inc July 2011 - Present
FIDELITY INVESTMENT October 2007 - January 2009
Saxon Mortgage 2006 - 2007
Citi 2000 - 2006
Skills
Business Analysis, Business Development, Microsoft Excel, Data Analysis, Visio, Teamwork, Human Resources, Close Attention to..., Business Planning, Strategic Planning, SharePoint, Team Leadership, Interpersonal Skill, SQL, Budgets, Professional Organizing, Network Engineering, Network Troubleshooting, Network Traffic Analysis, Routing Protocols, Cisco IOS
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Information systems
Jubilee Consulting USA Inc July 2011 - Present
FIDELITY INVESTMENT October 2007 - January 2009
Saxon Mortgage 2006 - 2007
Citi 2000 - 2006
Skills
Business Analysis, Business Development, Microsoft Excel, Data Analysis, Visio, Teamwork, Human Resources, Close Attention to..., Business Planning, Strategic Planning, SharePoint, Team Leadership, Interpersonal Skill, SQL, Budgets, Professional Organizing, Network Engineering, Network Troubleshooting, Network Traffic Analysis, Routing Protocols, Cisco IOS
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Information systems
Sherry Sears, PMP Sherry Sears, PMP's FIDELITY INVESTMENT Experience 2002 - 2004
Job Senior Project Manager at Kronos
Industry Human Resources
Experience
Kronos January 2012 - Present
Peoplefluent/Peopleclickauthoria/Authoria November 2009 - January 2012
Fidelity Investments 2004 - January 2010
Fidelity Investment 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Business Analysis, Vendor Management, HRIS, Leadership, Talent Management, Software Documentation, Outsourcing, Project Management, Human Resources, Budgets, Succession Planning, SDLC, Payroll, Team Building, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business & Finance
Kronos January 2012 - Present
Peoplefluent/Peopleclickauthoria/Authoria November 2009 - January 2012
Fidelity Investments 2004 - January 2010
Fidelity Investment 2002 - 2004
Fidelity Investments 2001 - 2002
Skills
Business Analysis, Vendor Management, HRIS, Leadership, Talent Management, Software Documentation, Outsourcing, Project Management, Human Resources, Budgets, Succession Planning, SDLC, Payroll, Team Building, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business & Finance
Gene Imperato, MBA's FIDELITY INVESTMENT Experience October 1998 - April 2005
Job Senior Financial Analyst
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb October 2014 - Present
Hillsborough County Sheriffs Office June 2010 - Present
Chapters Health System May 2014 - October 2014
RGP Consulting February 2014 - April 2014
Computech Corporation November 2013 - February 2014
Bausch & Lomb September 2006 - October 2013
Kforce Inc. November 2005 - September 2006
Citi May 2005 - November 2005
Fidelity Investment October 1998 - April 2005
Skills
SAP, SAP BI, Hyperion Enterprise, Hyperion, Hyperion Planning, Business Objects, Corporate Finance, Budgets, Financial Accounting, SAP BW, PeopleSoft, Process Improvement, QlikView, Financial Reporting, Data Analysis, Account Reconciliation, Financial Analysis, Finance, Presentation Development, Business Analysis, Analysis, Financial Modeling, Variance Analysis, Forecasting, Cross-functional Team..., Financial Forecasting, Key Performance..., Product Rationalization, PowerPoint, Contract Management, Financial Reconciliation, Expense Budgeting, Excel, Word
Education
Hillsborough Community College 2013 — 2014
Law Enforcement Academy Certificate, State Certified in Law Enforcement
Nichols College 2002 — 2004
MBA, Business
Bentley University 1992 — 1996
Bachelor of Science, Finance
Hillsborough Community College 2010 — 2011
Law Enforcement Auxiliary Course
Bristol-Myers Squibb October 2014 - Present
Hillsborough County Sheriffs Office June 2010 - Present
Chapters Health System May 2014 - October 2014
RGP Consulting February 2014 - April 2014
Computech Corporation November 2013 - February 2014
Bausch & Lomb September 2006 - October 2013
Kforce Inc. November 2005 - September 2006
Citi May 2005 - November 2005
Fidelity Investment October 1998 - April 2005
Skills
SAP, SAP BI, Hyperion Enterprise, Hyperion, Hyperion Planning, Business Objects, Corporate Finance, Budgets, Financial Accounting, SAP BW, PeopleSoft, Process Improvement, QlikView, Financial Reporting, Data Analysis, Account Reconciliation, Financial Analysis, Finance, Presentation Development, Business Analysis, Analysis, Financial Modeling, Variance Analysis, Forecasting, Cross-functional Team..., Financial Forecasting, Key Performance..., Product Rationalization, PowerPoint, Contract Management, Financial Reconciliation, Expense Budgeting, Excel, Word
Education
Hillsborough Community College 2013 — 2014
Law Enforcement Academy Certificate, State Certified in Law Enforcement
Nichols College 2002 — 2004
MBA, Business
Bentley University 1992 — 1996
Bachelor of Science, Finance
Hillsborough Community College 2010 — 2011
Law Enforcement Auxiliary Course
Emanuel Marshall Emanuel Marshall's FIDELITY INVESTMENT Experience August 1993 - Present
Job Investment Solutions Representative Fidelity Investments
Industry Investment Management
Experience
Fidelity Investment August 1993 - Present
Skills
Financial Planning, Investments, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Series 63, Securities, Series 7, Strategic Financial..., Wealth Management, Financial Services, 401k, Uniform Combined State..., Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Portfolio Management, Finance, Leadership, Insurance, Series 24, Series 6, Asset Management
Education
Liberty University 2011 — 2015
Master’s Degree, Theology/Apologetics
Indiana Wesleyan University 2005 — 2007
BS, Business
Fidelity Investment August 1993 - Present
Skills
Financial Planning, Investments, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Series 63, Securities, Series 7, Strategic Financial..., Wealth Management, Financial Services, 401k, Uniform Combined State..., Fixed Annuities, FINRA, Financial Advisory, Asset Allocation, Portfolio Management, Finance, Leadership, Insurance, Series 24, Series 6, Asset Management
Education
Liberty University 2011 — 2015
Master’s Degree, Theology/Apologetics
Indiana Wesleyan University 2005 — 2007
BS, Business
Naveed Deshmukh's FIDELITY INVESTMENT Experience January 1998 - Present
Job Director, Information Technology at Fidelity Investment
Industry Computer Software
Experience
Angelz Funtime April 2011 - Present
Fidelity Investment January 1998 - Present
Education
Clark University 2001 — 2004
MBA
MHSS College of Engineering
Engineering, Production
Angelz Funtime April 2011 - Present
Fidelity Investment January 1998 - Present
Education
Clark University 2001 — 2004
MBA
MHSS College of Engineering
Engineering, Production
Pong Choa's FIDELITY INVESTMENT Experience June 2003 - July 2008
Job Senior Iphone Mobile Architect at Paydiant
Industry Computer Software
Experience
PayPal May 2014 - Present
KPDS Inc June 2008 - Present
Sapient October 2009 - May 2014
Northeastern University May 2010 - September 2011
Kronos July 2008 - June 2009
Fidelity Investment June 2003 - July 2008
Infolibria 2000 - 2002
3com 1997 - 2000
Xyplex 1996 - 1997
Digital Equipment Corperation 1992 - 1996
Skills
Agile Methodologies, SDLC, Software Development, Mobile Applications, Android, Project Management, Management, Project Planning, Entrepreneurship, Software Project..., iPhone, iOS, Leadership, Requirements Analysis, Agile Project Management, Scrum, Business Analysis, Integration, Enterprise Software, IT Strategy, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Northeastern University 1987 — 1989
MS
PayPal May 2014 - Present
KPDS Inc June 2008 - Present
Sapient October 2009 - May 2014
Northeastern University May 2010 - September 2011
Kronos July 2008 - June 2009
Fidelity Investment June 2003 - July 2008
Infolibria 2000 - 2002
3com 1997 - 2000
Xyplex 1996 - 1997
Digital Equipment Corperation 1992 - 1996
Skills
Agile Methodologies, SDLC, Software Development, Mobile Applications, Android, Project Management, Management, Project Planning, Entrepreneurship, Software Project..., iPhone, iOS, Leadership, Requirements Analysis, Agile Project Management, Scrum, Business Analysis, Integration, Enterprise Software, IT Strategy, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Northeastern University 1987 — 1989
MS
Alex Delpleche's FIDELITY INVESTMENT Experience January 2007 - May 2010
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA (Financial Industry Regulatory Authority) May 2010 - Present
Fidelity Investment January 2007 - May 2010
Fidelity Investments October 2005 - January 2007
Fidelity Investments April 2004 - October 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1999 — 2003
B.S.B.A, Sports Marketing
FINRA (Financial Industry Regulatory Authority) May 2010 - Present
Fidelity Investment January 2007 - May 2010
Fidelity Investments October 2005 - January 2007
Fidelity Investments April 2004 - October 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1999 — 2003
B.S.B.A, Sports Marketing
Tim Denson's FIDELITY INVESTMENT Experience 2000 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Product ManagerFidelity2002 - Present
Fidelity Investment 2000 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Fidelity Investments Product ManagerFidelity2002 - Present
Fidelity Investment 2000 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
Samir Christian's FIDELITY INVESTMENT Experience NoneNoneJanuary 2010 - Present
Job None at None
Industry Computer Software
Experience
Fidelity Investment NoneNoneJanuary 2010 - Present
Fidelity Investments 2002 - Present
Education
University of North Texas 1993 — 1995
Fidelity Investment NoneNoneJanuary 2010 - Present
Fidelity Investments 2002 - Present
Education
University of North Texas 1993 — 1995
MARK PAWLIK's FIDELITY INVESTMENT Experience 2003 - 2007
Job VP B2C Quantitative Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
FIDELITY INVESTMENTS 2007 - December 2009
FIDELITY INVESTMENT 2003 - 2007
FIDELITY INVESTMENT 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
FIDELITY INVESTMENTS 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1981 - 1983
Skills
Statistical SW: SAS,..., Excel & VBA Progamming..., Sql Programming, Oracle, OBI, Brio..., Systems Dynamics..., Simulation ( GPSS,..., Systems & Programming (..., Strong systems..., Strong multimedia..., Tableau, Predictive modelling
Education
Boston College 1990 — 1991
MSF, FINANCE
University of Massachusetts, Amherst 1979 — 1981
MSIE/OR, OPERATIONS RESEARCH
University of Massachusetts, Amherst 1977 — 1979
MSBA, MANGEMENT SCIENCES
University of Massachusetts, Amherst 1972 — 1977
BBA, FINANCE
Fidelity Investments January 2010 - Present
FIDELITY INVESTMENTS 2007 - December 2009
FIDELITY INVESTMENT 2003 - 2007
FIDELITY INVESTMENT 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
FIDELITY INVESTMENTS 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1981 - 1983
Skills
Statistical SW: SAS,..., Excel & VBA Progamming..., Sql Programming, Oracle, OBI, Brio..., Systems Dynamics..., Simulation ( GPSS,..., Systems & Programming (..., Strong systems..., Strong multimedia..., Tableau, Predictive modelling
Education
Boston College 1990 — 1991
MSF, FINANCE
University of Massachusetts, Amherst 1979 — 1981
MSIE/OR, OPERATIONS RESEARCH
University of Massachusetts, Amherst 1977 — 1979
MSBA, MANGEMENT SCIENCES
University of Massachusetts, Amherst 1972 — 1977
BBA, FINANCE
Cheryl Hartley's FIDELITY INVESTMENT Experience January 2004 - December 2005
Job Project Manager
Industry Information Technology and Services
Experience
SAIC February 2009 - June 2013
Fidelity Investment January 2004 - December 2005
Fidelity Investments 1994 - 2000
Bank of Boston May 1990 - July 1994
Codex/Motorola 1986 - 1988
Skills
PMP, Software Requirements, Business Development, capture management, Proposal Writing, Process Improvement, Business Strategy, Management, Quality Assurance, Requirements Management, Systems Engineering, Software Development, CRM, DoD, SDLC, Strategic Planning, Product Development, Software Project..., Cross-functional Team..., Integration, Program Management, Agile Project Management, Enterprise Software, Marketing, Project Management, Requirements Analysis, Analysis, Web Development, Earned Value Management
Education
Boston College 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Computer and Information Science
The University of Manchester
SAIC February 2009 - June 2013
Fidelity Investment January 2004 - December 2005
Fidelity Investments 1994 - 2000
Bank of Boston May 1990 - July 1994
Codex/Motorola 1986 - 1988
Skills
PMP, Software Requirements, Business Development, capture management, Proposal Writing, Process Improvement, Business Strategy, Management, Quality Assurance, Requirements Management, Systems Engineering, Software Development, CRM, DoD, SDLC, Strategic Planning, Product Development, Software Project..., Cross-functional Team..., Integration, Program Management, Agile Project Management, Enterprise Software, Marketing, Project Management, Requirements Analysis, Analysis, Web Development, Earned Value Management
Education
Boston College 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Computer and Information Science
The University of Manchester
Carson Wong's FIDELITY INVESTMENT Experience May 1999 - Present
Job VP at Fidelity
Industry Financial Services
Experience
Fidelity Investment May 1999 - Present
Skills
Trading Systems, Equities, Financial Services, Series 7, Fixed Income, Capital Markets, Business Analysis, Trading, Electronic Trading, Securities, Hedge Funds, Risk Management, Software Development, SDLC, Vendor Management, Data Warehousing, Portfolio Management
Education
Rensselaer Polytechnic Institute 1982 — 1986
Fidelity Investment May 1999 - Present
Skills
Trading Systems, Equities, Financial Services, Series 7, Fixed Income, Capital Markets, Business Analysis, Trading, Electronic Trading, Securities, Hedge Funds, Risk Management, Software Development, SDLC, Vendor Management, Data Warehousing, Portfolio Management
Education
Rensselaer Polytechnic Institute 1982 — 1986
Timothy Fails's FIDELITY INVESTMENT Experience July 2000 - Present
Job Supervisory Delegate at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment July 2000 - Present
Skills
Call Center, Series 63, Customer Service, Customer Support, Technical Support, Process Improvement, Outlook, Customer Satisfaction, Troubleshooting, SharePoint, Microsoft Excel, Series 7, Series 9, Series 10
Education
Kent State University 1993 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investment July 2000 - Present
Skills
Call Center, Series 63, Customer Service, Customer Support, Technical Support, Process Improvement, Outlook, Customer Satisfaction, Troubleshooting, SharePoint, Microsoft Excel, Series 7, Series 9, Series 10
Education
Kent State University 1993 — 1996
Bachelor of Business Administration (BBA), Finance, General
Karen Hoeper's FIDELITY INVESTMENT Experience September 2004 - December 2008
Job Large insurance firm
Industry Financial Services
Experience
Large insurance firm April 2012 - Present
US Bank May 2010 - April 2012
National City Bank February 2009 - April 2011
Fidelity Investment September 2004 - December 2008
Education
Northern Kentucky University 2002 — 2004
College of Mount Saint Joseph 1998 — 2002
oak hills high school 1996 — 1998
Large insurance firm April 2012 - Present
US Bank May 2010 - April 2012
National City Bank February 2009 - April 2011
Fidelity Investment September 2004 - December 2008
Education
Northern Kentucky University 2002 — 2004
College of Mount Saint Joseph 1998 — 2002
oak hills high school 1996 — 1998
Nadia Ahlsten's FIDELITY INVESTMENT Experience January 2006 - June 2006
Job Stay at Home Mother since 2008
Industry Individual & Family Services
Experience
World Bank January 2007 - August 2007
Office of Senator Bill Nelson (D-FL) September 2006 - December 2006
Fidelity Investment January 2006 - June 2006
Education
Harvard University 2004 — 2006
MPP, International Trade and Finance
Harvard University, John F. Kennedy School of Government 2004 — 2006
University of California, Davis 1996 — 2000
Bachelor of Science, Biology
World Bank January 2007 - August 2007
Office of Senator Bill Nelson (D-FL) September 2006 - December 2006
Fidelity Investment January 2006 - June 2006
Education
Harvard University 2004 — 2006
MPP, International Trade and Finance
Harvard University, John F. Kennedy School of Government 2004 — 2006
University of California, Davis 1996 — 2000
Bachelor of Science, Biology
Peggy Chastain's FIDELITY INVESTMENT Experience July 2004 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investment July 2004 - Present
Washington Mutual 2003 - 2004
Charles Schwab 1996 - 2003
Charles Schwab 1996 - 2003
Education
Samford University
MBA
University of Alabama at Birmingham
BS, Finance, History, English
Fidelity Investment July 2004 - Present
Washington Mutual 2003 - 2004
Charles Schwab 1996 - 2003
Charles Schwab 1996 - 2003
Education
Samford University
MBA
University of Alabama at Birmingham
BS, Finance, History, English
Anajulia Vasquez's FIDELITY INVESTMENT Experience March 2000 - December 2007
Job AVP at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas March 2010 - Present
BNP Paribas Prime 2008 - March 2010
Banc of America Securities December 2007 - December 2008
Fidelity Investment March 2000 - December 2007
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
BNP Paribas March 2010 - Present
BNP Paribas Prime 2008 - March 2010
Banc of America Securities December 2007 - December 2008
Fidelity Investment March 2000 - December 2007
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1995
Osei J. Adoma's FIDELITY INVESTMENT Experience 1993 - 1998
Job Regional Director at H&R Block
Industry Financial Services
Experience
H&R Block 1998 - Present
Fidelity Investment 1993 - 1998
Merrill Lynch 1987 - 1993
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1979
JD
Youngstown State University 1968 — 1973
BA, Political Science
H&R Block 1998 - Present
Fidelity Investment 1993 - 1998
Merrill Lynch 1987 - 1993
Education
Cleveland State University - Cleveland-Marshall College of Law 1977 — 1979
JD
Youngstown State University 1968 — 1973
BA, Political Science
Mohammed Saadi's FIDELITY INVESTMENT Experience February 2007 - Present
Job Performance Engineer
Industry Information Technology and Services
Experience
Fidelity Investment February 2007 - Present
Education
Gono Bishwabidyalay 1980 — 1995
Fidelity Investment February 2007 - Present
Education
Gono Bishwabidyalay 1980 — 1995
Eric Aponte's FIDELITY INVESTMENT Experience September 1998 - Present
Job NA at NA
Industry Financial Services
Experience
Fidelity Investment September 1998 - Present
Education
University of California, Berkeley 1991 — 1995
Fidelity Investment September 1998 - Present
Education
University of California, Berkeley 1991 — 1995
Wilhelmina Mehtala's FIDELITY INVESTMENT Experience October 2006 - Present
Job BSA/Mainframe developer at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment October 2006 - Present
Ahold Information Services July 1999 - October 2006
Education
Northeastern University 1976 — 1981
Fidelity Investment October 2006 - Present
Ahold Information Services July 1999 - October 2006
Education
Northeastern University 1976 — 1981
Christian Djachechi's FIDELITY INVESTMENT Experience January 2001 - November 2003
Job IPv6 Evangelist at Lockheed Martin Information Technology
Industry Information Technology and Services
Experience
Health and Life Sciences Solutions division at Lockheed Martin October 2009 - Present
Lockheed Martin - HHS ITIO PSC Program October 2009 - 2013
Lockheed Martin Baltimore November 2004 - March 2010
Lockheed Martin Atlanta November 2004 - November 2005
Technlogy Center Inc October 1999 - November 2004
Fidelity Investment January 2001 - November 2003
ITT Technical Institute, Norwood MA January 2001 - February 2002
Skills
Security, Cisco Technologies, Integration, TCP/IP, Networking, Project Management, Network Design, Enterprise Architecture, Network Administration, Disaster Recovery, CCNA, PMP, Information Security, Network Security, Management, Systems Engineering, Strategy, Active Directory, IPv6, Leadership, Network Engineering, IP Multicast, Anycast, Project Planning, IT Strategy, Cloud Computing, Latin Dance, salsa, Ballroom Dance, CISSP, Cloud Security, Hybrid Cloud, Cloud Architecture, Ethical Hacking, Docker, OpenStack, Microsoft Container
Education
University of Massachusetts at Lowell
Master of Science (M.S.), Mathematics
Health and Life Sciences Solutions division at Lockheed Martin October 2009 - Present
Lockheed Martin - HHS ITIO PSC Program October 2009 - 2013
Lockheed Martin Baltimore November 2004 - March 2010
Lockheed Martin Atlanta November 2004 - November 2005
Technlogy Center Inc October 1999 - November 2004
Fidelity Investment January 2001 - November 2003
ITT Technical Institute, Norwood MA January 2001 - February 2002
Skills
Security, Cisco Technologies, Integration, TCP/IP, Networking, Project Management, Network Design, Enterprise Architecture, Network Administration, Disaster Recovery, CCNA, PMP, Information Security, Network Security, Management, Systems Engineering, Strategy, Active Directory, IPv6, Leadership, Network Engineering, IP Multicast, Anycast, Project Planning, IT Strategy, Cloud Computing, Latin Dance, salsa, Ballroom Dance, CISSP, Cloud Security, Hybrid Cloud, Cloud Architecture, Ethical Hacking, Docker, OpenStack, Microsoft Container
Education
University of Massachusetts at Lowell
Master of Science (M.S.), Mathematics
Felix G. Lou's FIDELITY INVESTMENT Experience June 1994 - June 1996
Job Experienced Software Developer
Industry Computer Software
Experience
EMC April 2011 - Present
Sycamore Networks September 2007 - March 2011
Peacemind Capital Management LP May 2006 - September 2007
Sycamore Networks April 2001 - May 2006
Sun Microsystems 1996 - 2001
Fidelity Investment June 1994 - June 1996
Bell South February 1993 - June 1994
Skills
Perl, Software Development, Distributed Systems, Unix, Linux, Java, Object Oriented Design, ClearCase, C++, Java Enterprise Edition, C, Multithreading, Network Programming, Windows, Oracle, Sybase, Apache
Education
University of Illinois at Urbana-Champaign 1986 — 1992
PhD, Computer Science
University of Illinois at Urbana-Champaign 1986 — 1989
Master of Science (MS), Computer Science
Chinese Academy of Sciences, China 1982 — 1985
MS, Applied Math
Wuhan University, China 1978 — 1982
BS, Applied Math
EMC April 2011 - Present
Sycamore Networks September 2007 - March 2011
Peacemind Capital Management LP May 2006 - September 2007
Sycamore Networks April 2001 - May 2006
Sun Microsystems 1996 - 2001
Fidelity Investment June 1994 - June 1996
Bell South February 1993 - June 1994
Skills
Perl, Software Development, Distributed Systems, Unix, Linux, Java, Object Oriented Design, ClearCase, C++, Java Enterprise Edition, C, Multithreading, Network Programming, Windows, Oracle, Sybase, Apache
Education
University of Illinois at Urbana-Champaign 1986 — 1992
PhD, Computer Science
University of Illinois at Urbana-Champaign 1986 — 1989
Master of Science (MS), Computer Science
Chinese Academy of Sciences, China 1982 — 1985
MS, Applied Math
Wuhan University, China 1978 — 1982
BS, Applied Math
David M O'Neil's FIDELITY INVESTMENT Experience August 2002 - May 2008
Job Benefits Specialist at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource December 2008 - Present
ADP TotalSource November 2008 - Present
FIDELITY INVESTMENT August 2002 - May 2008
Fidelity Investments July 2002 - May 2008
Dunstable Video November 1996 - June 2004
Main Dunstable Video October 1996 - May 2004
Main Dunstable Video October 1996 - May 2004
Best Buy November 2001 - July 2002
Best Buy November 2001 - July 2002
Skills
Training, Employee Benefits, Benefits Administration, Leadership, Time Management, Customer Service, Insurance, Research, HRIS, Employee Relations, Onboarding, Human Resources
Education
Plymouth State University 1997 — 2001
BS, Managment
Plymouth State University 1997 — 2001
Bachelors of Science, ManagementOption in Human Resources
Fidelity Investment's Service Delivery University
ADP TotalSource December 2008 - Present
ADP TotalSource November 2008 - Present
FIDELITY INVESTMENT August 2002 - May 2008
Fidelity Investments July 2002 - May 2008
Dunstable Video November 1996 - June 2004
Main Dunstable Video October 1996 - May 2004
Main Dunstable Video October 1996 - May 2004
Best Buy November 2001 - July 2002
Best Buy November 2001 - July 2002
Skills
Training, Employee Benefits, Benefits Administration, Leadership, Time Management, Customer Service, Insurance, Research, HRIS, Employee Relations, Onboarding, Human Resources
Education
Plymouth State University 1997 — 2001
BS, Managment
Plymouth State University 1997 — 2001
Bachelors of Science, ManagementOption in Human Resources
Fidelity Investment's Service Delivery University
Jonathan Craig's FIDELITY INVESTMENT Experience January 2001 - January 2003
Job Experienced leader and project manager
Industry Information Technology and Services
Experience
Ignite Technologies July 2014 - Present
NuView Systems December 2010 - June 2014
Workscape October 2008 - June 2010
Workscape Inc September 2008 - December 2009
Fidelity Investments February 1999 - June 2008
Fidelity Investments February 1999 - June 2008
Fidelity Investments January 1999 - January 2008
Fidelity Investment January 2001 - January 2003
Fidelity Investments January 1999 - January 2001
United States Air Force July 1995 - December 1999
Skills
Excel, PowerPoint, Outlook, Access, Customer Relations, Team Building, Process Improvement, Business Modeling, Data Modeling, Word, Microsoft Office, MS Project, Visio, Web Project Management, Customer Service, Research, Problem Solving, Budgeting, Strategic Planning, Scheduling, Spreadsheets, Employee Engagement, Employee Management, HR Consulting, HRIS, HR Project Management, Business Analysis, Budgets, Leadership, Project Management, Microsoft Excel, Analysis, Microsoft Word, Requirements Analysis, Vendor Management, Cross-functional Team..., Program Management, SDLC
Education
Embry-Riddle Aeronautical University 1996 — 1999
MBA, Management
Virginia Military Institute 1991 — 1995
BS, Biology
Ignite Technologies July 2014 - Present
NuView Systems December 2010 - June 2014
Workscape October 2008 - June 2010
Workscape Inc September 2008 - December 2009
Fidelity Investments February 1999 - June 2008
Fidelity Investments February 1999 - June 2008
Fidelity Investments January 1999 - January 2008
Fidelity Investment January 2001 - January 2003
Fidelity Investments January 1999 - January 2001
United States Air Force July 1995 - December 1999
Skills
Excel, PowerPoint, Outlook, Access, Customer Relations, Team Building, Process Improvement, Business Modeling, Data Modeling, Word, Microsoft Office, MS Project, Visio, Web Project Management, Customer Service, Research, Problem Solving, Budgeting, Strategic Planning, Scheduling, Spreadsheets, Employee Engagement, Employee Management, HR Consulting, HRIS, HR Project Management, Business Analysis, Budgets, Leadership, Project Management, Microsoft Excel, Analysis, Microsoft Word, Requirements Analysis, Vendor Management, Cross-functional Team..., Program Management, SDLC
Education
Embry-Riddle Aeronautical University 1996 — 1999
MBA, Management
Virginia Military Institute 1991 — 1995
BS, Biology
Desiree Baynes's FIDELITY INVESTMENT Experience March 2009 - March 2009
Job Principal Software Engineer/Developer at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Fidelity Investment March 2009 - March 2009
Fidelity Investments January 2008 - March 2009
Fidelity Investment January 2005 - December 2007
Fidelity Investments January 2001 - December 2004
Fidelity Investments August 1994 - December 1999
Skills
Software Development, Management, SDLC, Agile Methodologies, DB2, Requirements Analysis, Software Project..., JCL, Systems Analysis, COBOL, Mainframe, SQL, CICS, Requirements Gathering, Waterfall, Business Analysis, VSAM, Unix, Sybase, Visio
Education
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Cambridge Institute for Computer Programming
Certificate, Computer Programming/Programmer, General
Simmons College
Bachelor of Arts (BA), Communications (Broadcast)
Fidelity Investments June 2009 - Present
Fidelity Investment March 2009 - March 2009
Fidelity Investments January 2008 - March 2009
Fidelity Investment January 2005 - December 2007
Fidelity Investments January 2001 - December 2004
Fidelity Investments August 1994 - December 1999
Skills
Software Development, Management, SDLC, Agile Methodologies, DB2, Requirements Analysis, Software Project..., JCL, Systems Analysis, COBOL, Mainframe, SQL, CICS, Requirements Gathering, Waterfall, Business Analysis, VSAM, Unix, Sybase, Visio
Education
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Cambridge Institute for Computer Programming
Certificate, Computer Programming/Programmer, General
Simmons College
Bachelor of Arts (BA), Communications (Broadcast)
Dick Bugg's FIDELITY INVESTMENT Experience 1993 - Present
Job Vice President, Development at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2009 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments 1993 - Present
Fidelity Investment 1993 - Present
Fidelity Investments April 2004 - July 2006
Oracle 1989 - 1993
Skills
Program Management, Vendor Management, SDLC, Software Project..., Investments, Talent Management, Risk Management, Quality Assurance, CRM, Business Analysis, Financial Services, Outsourcing, Project Management, Management, Agile Methodologies, Process Improvement, Requirements Analysis
Education
University of Alabama 1977 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1977 — 1981
B. S., General Management
Fidelity Investments February 2009 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments 1993 - Present
Fidelity Investment 1993 - Present
Fidelity Investments April 2004 - July 2006
Oracle 1989 - 1993
Skills
Program Management, Vendor Management, SDLC, Software Project..., Investments, Talent Management, Risk Management, Quality Assurance, CRM, Business Analysis, Financial Services, Outsourcing, Project Management, Management, Agile Methodologies, Process Improvement, Requirements Analysis
Education
University of Alabama 1977 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1977 — 1981
B. S., General Management
Wolguins Pierre, CPA, MBA's FIDELITY INVESTMENT Experience June 2000 - August 2003
Job Highly skilled MBA, CPA professional
Industry Accounting
Experience
BDO USA, LLP November 2012 - August 2014
Price Waterhouse Coopers June 2010 - May 2011
TD Ameritrade December 2007 - December 2008
T.Rowe Price June 2003 - December 2007
Fidelity Investment June 2000 - August 2003
Skills
Auditing, Financial Services, Mutual Funds, Internal Controls, Financial Statements, Finance, Small Business, Investments, 401k, Tax, Financial Reporting
Education
Florida Atlantic University
BBA, Accounting
Florida State University
BS, Finance
Saint Leo University
MBA, Accounting
BDO USA, LLP November 2012 - August 2014
Price Waterhouse Coopers June 2010 - May 2011
TD Ameritrade December 2007 - December 2008
T.Rowe Price June 2003 - December 2007
Fidelity Investment June 2000 - August 2003
Skills
Auditing, Financial Services, Mutual Funds, Internal Controls, Financial Statements, Finance, Small Business, Investments, 401k, Tax, Financial Reporting
Education
Florida Atlantic University
BBA, Accounting
Florida State University
BS, Finance
Saint Leo University
MBA, Accounting
Pamela Friday-Norfolk's FIDELITY INVESTMENT Experience August 2001 - July 2008
Job Human resources/Technology
Industry Human Resources
Experience
Wake Technical Community College November 2014 - Present
State Energy Office December 2012 - Present
Zydeco Downtown November 2008 - December 2013
State Energy Office March 2012 - June 2013
Fidelity Investments August 2002 - July 2008
Fidelity Investment August 2001 - July 2008
Fidelity Investment 2001 - 2008
Fidelity Investment 2001 - 2008
IBM January 1999 - August 2001
Skills
SQL, Microsoft Office, PowerPoint, Excel, Quality Assurance, Testing, Six Sigma, Analysis, Project Planning, Human Resources, Leadership, Management, Oracle, Unix, Databases, Cross-functional Team..., Quality Center, Payroll, Employee Benefits, HRIS, Vendor Management, SDLC, Microsoft Excel, Process Improvement
Education
Detroit College of Business 1994 — 1995
Business
South Carolina State University 1982 — 1988
Wake Technical Community College November 2014 - Present
State Energy Office December 2012 - Present
Zydeco Downtown November 2008 - December 2013
State Energy Office March 2012 - June 2013
Fidelity Investments August 2002 - July 2008
Fidelity Investment August 2001 - July 2008
Fidelity Investment 2001 - 2008
Fidelity Investment 2001 - 2008
IBM January 1999 - August 2001
Skills
SQL, Microsoft Office, PowerPoint, Excel, Quality Assurance, Testing, Six Sigma, Analysis, Project Planning, Human Resources, Leadership, Management, Oracle, Unix, Databases, Cross-functional Team..., Quality Center, Payroll, Employee Benefits, HRIS, Vendor Management, SDLC, Microsoft Excel, Process Improvement
Education
Detroit College of Business 1994 — 1995
Business
South Carolina State University 1982 — 1988
Michael Walsman's FIDELITY INVESTMENT Experience 1998 - 2007
Job Owner of JeepFix
Industry Automotive
Experience
JeepFix September 2009 - Present
Fidelity Investments October 2008 - February 2014
Fidelity Investments October 2007 - October 2008
Fidelity Investment 1998 - 2007
Fidelity Investments January 2004 - August 2006
Fidelity Investments 1998 - 2000
Skills
Financial Services, Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Investments, Trading, Retirement Planning, Securities, Relationship Management
Education
Harvard University 2003 — 2003
Economics
Utah Valley University 1992 — 1993
Quince Orchard High School 1989 — 1992
Wooten High School 1988 — 1989
JeepFix September 2009 - Present
Fidelity Investments October 2008 - February 2014
Fidelity Investments October 2007 - October 2008
Fidelity Investment 1998 - 2007
Fidelity Investments January 2004 - August 2006
Fidelity Investments 1998 - 2000
Skills
Financial Services, Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Investments, Trading, Retirement Planning, Securities, Relationship Management
Education
Harvard University 2003 — 2003
Economics
Utah Valley University 1992 — 1993
Quince Orchard High School 1989 — 1992
Wooten High School 1988 — 1989
Mary Scanlan's FIDELITY INVESTMENT Experience 1987 - Present
Job Vice President, Batch Services
Industry Information Technology and Services
Experience
Fidelity Investment 1987 - Present
Skills
Vendor Management, Business Analysis, SDLC, Release Management, Agile Methodologies, Process Improvement, Change Management, Waterfall, Business Process, MS Project, IT Service Management, Requirements Gathering, Software Development, Software Project..., Financial Services, IT Strategy, Disaster Recovery, Program Management, PMP, Resource Management, SharePoint, Enterprise Architecture, PMO, Project Management, Requirements Analysis, Unix, Systems Analysis, Visio, Quality Center, IT Management, Business Requirements, IT Operations, SQL, SOA, Data Warehousing, Databases, Oracle, Project Portfolio..., ITIL, Outsourcing, User Acceptance Testing, Solution Architecture, DB2, Information Technology, Business Process..., Integration, Agile Project Management, Leadership, Data Modeling, Sybase
Education
The University of Texas at Arlington 1995 — 1997
Information technology
Fidelity Investment 1987 - Present
Skills
Vendor Management, Business Analysis, SDLC, Release Management, Agile Methodologies, Process Improvement, Change Management, Waterfall, Business Process, MS Project, IT Service Management, Requirements Gathering, Software Development, Software Project..., Financial Services, IT Strategy, Disaster Recovery, Program Management, PMP, Resource Management, SharePoint, Enterprise Architecture, PMO, Project Management, Requirements Analysis, Unix, Systems Analysis, Visio, Quality Center, IT Management, Business Requirements, IT Operations, SQL, SOA, Data Warehousing, Databases, Oracle, Project Portfolio..., ITIL, Outsourcing, User Acceptance Testing, Solution Architecture, DB2, Information Technology, Business Process..., Integration, Agile Project Management, Leadership, Data Modeling, Sybase
Education
The University of Texas at Arlington 1995 — 1997
Information technology
Raju Channaveerappa's FIDELITY INVESTMENT Experience 2005 - 2011
Job Manager at Accenture
Industry Financial Services
Experience
Accenture August 2012 - Present
Fidelity Investments December 2011 - July 2012
Fidelity Investments 1997 - November 2011
Fidelity Investment 2005 - 2011
Skills
Disaster Recovery, Unix, Integration, Vendor Management, High Availability, SDLC, Requirements Analysis, Enterprise Software, System Administration, IT Service Management, IT Strategy, Virtualization, Enterprise Architecture, VMware, Incident Management, Data Center, IBM Rational Tools, Security, Business Service..., System Architecture, Linux, Infrastructure..., License Management, Capacity Planning, Resource Management, Performance Management, Hybrid Cloud, Private Cloud, IT Operations Management, IT Infrastructure..., Cloud Computing, Cloud Computing IaaS, OpenStack, Amazon Web Services..., Data Center..., Application Migrations, IT Infrastructure Design
Education
Clark University 2009 — 2011
Master of Business Administration (MBA), Finance & Information Systems
Bangalore University
Engineer's Degree, Electronics and Communications
Accenture August 2012 - Present
Fidelity Investments December 2011 - July 2012
Fidelity Investments 1997 - November 2011
Fidelity Investment 2005 - 2011
Skills
Disaster Recovery, Unix, Integration, Vendor Management, High Availability, SDLC, Requirements Analysis, Enterprise Software, System Administration, IT Service Management, IT Strategy, Virtualization, Enterprise Architecture, VMware, Incident Management, Data Center, IBM Rational Tools, Security, Business Service..., System Architecture, Linux, Infrastructure..., License Management, Capacity Planning, Resource Management, Performance Management, Hybrid Cloud, Private Cloud, IT Operations Management, IT Infrastructure..., Cloud Computing, Cloud Computing IaaS, OpenStack, Amazon Web Services..., Data Center..., Application Migrations, IT Infrastructure Design
Education
Clark University 2009 — 2011
Master of Business Administration (MBA), Finance & Information Systems
Bangalore University
Engineer's Degree, Electronics and Communications
Michelle Creswell Cushman's FIDELITY INVESTMENT Experience 2006 - September 2009
Job Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Merrimack Fire Department July 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investment 2006 - September 2009
Skills
Business Analysis, Financial Services, ITIL, Mutual Funds, Strategic Planning, Vendor Management, Process Improvement, Analysis, Relationship Management, Risk Management, SDLC
Education
Castleton State College 1991 — 1995
Bachelor of Arts
Hopkinton Jr Sr High School
Merrimack Fire Department July 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investment 2006 - September 2009
Skills
Business Analysis, Financial Services, ITIL, Mutual Funds, Strategic Planning, Vendor Management, Process Improvement, Analysis, Relationship Management, Risk Management, SDLC
Education
Castleton State College 1991 — 1995
Bachelor of Arts
Hopkinton Jr Sr High School
Jagadish Patel's FIDELITY INVESTMENT Experience January 2012 - December 2012
Job System and Performance Analyst. at Fidelity Investment.
Industry Information Technology and Services
Experience
Costco Wholesale August 2013 - May 2014
Verizon January 2013 - August 2013
Fidelity Investment. January 2012 - December 2012
Express Scripts, Inc. November 2011 - January 2012
IMS Health September 2011 - November 2011
Intercontinantol Hotel Group April 2011 - August 2011
AT&T, Richardson, TX December 2010 - March 2011
WalMart Inc. July 2010 - December 2010
United Health Group. May 2010 - July 2010
FedEx March 2010 - May 2010
Skills
Oracle, PL/1, DB2, Vendor Management, JCL, CICS, COBOL, User Acceptance Testing, TSO, Software Development, PL/SQL, Integration, Testing, Software Documentation, SDLC, Requirements Analysis, Databases, Quality Center, Test Planning
Education
Mapllwood Community College 1977 — 1978
Associate CS, Computer Science
Gujarat University 1965 — 1969
BS, Physics, Maths, Chemistry
Costco Wholesale August 2013 - May 2014
Verizon January 2013 - August 2013
Fidelity Investment. January 2012 - December 2012
Express Scripts, Inc. November 2011 - January 2012
IMS Health September 2011 - November 2011
Intercontinantol Hotel Group April 2011 - August 2011
AT&T, Richardson, TX December 2010 - March 2011
WalMart Inc. July 2010 - December 2010
United Health Group. May 2010 - July 2010
FedEx March 2010 - May 2010
Skills
Oracle, PL/1, DB2, Vendor Management, JCL, CICS, COBOL, User Acceptance Testing, TSO, Software Development, PL/SQL, Integration, Testing, Software Documentation, SDLC, Requirements Analysis, Databases, Quality Center, Test Planning
Education
Mapllwood Community College 1977 — 1978
Associate CS, Computer Science
Gujarat University 1965 — 1969
BS, Physics, Maths, Chemistry
Mohan Giri's FIDELITY INVESTMENT Experience 2007 - 2008
Job Software Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
State Street Bank February 2009 - June 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investment 2007 - 2008
Education
Southern New Hampshire University 2000 — 2002
Masters, ICED
Fidelity Investments December 2009 - Present
State Street Bank February 2009 - June 2009
Fidelity Investments September 2007 - December 2008
Fidelity Investment 2007 - 2008
Education
Southern New Hampshire University 2000 — 2002
Masters, ICED
Allen Mathurin's FIDELITY INVESTMENT Experience 1996 - 2009
Job Manager of Financial Planning and Analysis at Riverside Community Care
Industry Financial Services
Experience
Riverside Community Care May 2012 - Present
Biogen Idec September 2011 - October 2011
Boston MA August 2005 - August 2009
Fidelity Investments December 1997 - August 2009
Fidelity Investments December 1997 - August 2009
Fidelity Investment 1996 - 2009
Fidelity Investments December 2003 - July 2005
Fidelity Investments December 1997 - December 2003
Bony/Mellon Bank November 1995 - December 1997
Skills
Financial Analysis, Forecasting, Finance, Accounting, Corporate Finance, Budgets, Access, Account Reconciliation, Management, Investments, Project Management, Hyperion, Essbase, Analysis, Financial Planning, Financial Modeling, Variance Analysis, Financial Reporting, Process Improvement, Business Analysis, Financial Statements, Budgeting, Auditing
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Finance and Accounting
Suffolk University 2005 — 2007
MPA, Government accounting and Public Management
Suffolk University, Sawyer School of Management, Boston 2005 — 2007
Masters of Public Administration, Management and budget policy
University of Massachusetts Boston, College of Business Administration, Boston 1994 — 1996
Bachelor of Science, Accounting and Finance
Riverside Community Care May 2012 - Present
Biogen Idec September 2011 - October 2011
Boston MA August 2005 - August 2009
Fidelity Investments December 1997 - August 2009
Fidelity Investments December 1997 - August 2009
Fidelity Investment 1996 - 2009
Fidelity Investments December 2003 - July 2005
Fidelity Investments December 1997 - December 2003
Bony/Mellon Bank November 1995 - December 1997
Skills
Financial Analysis, Forecasting, Finance, Accounting, Corporate Finance, Budgets, Access, Account Reconciliation, Management, Investments, Project Management, Hyperion, Essbase, Analysis, Financial Planning, Financial Modeling, Variance Analysis, Financial Reporting, Process Improvement, Business Analysis, Financial Statements, Budgeting, Auditing
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Finance and Accounting
Suffolk University 2005 — 2007
MPA, Government accounting and Public Management
Suffolk University, Sawyer School of Management, Boston 2005 — 2007
Masters of Public Administration, Management and budget policy
University of Massachusetts Boston, College of Business Administration, Boston 1994 — 1996
Bachelor of Science, Accounting and Finance
Lisa Hines's FIDELITY INVESTMENT Experience December 1993 - Present
Job at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment December 1993 - Present
Skills
Process Improvement, Financial Analysis, Budgets, Financial Modeling, Financial Services, Mutual Funds, Series 7, Risk Management, Business Analysis, Strategic Financial..., Financial Planning, Investments, Program Management, Finance, Essbase, Financial Reporting
Education
Northeastern University 1979 — 1984
B.S., Major in Accounting
Fidelity Investment December 1993 - Present
Skills
Process Improvement, Financial Analysis, Budgets, Financial Modeling, Financial Services, Mutual Funds, Series 7, Risk Management, Business Analysis, Strategic Financial..., Financial Planning, Investments, Program Management, Finance, Essbase, Financial Reporting
Education
Northeastern University 1979 — 1984
B.S., Major in Accounting
Matthew Schnurr's FIDELITY INVESTMENT Experience February 2006 - November 2006
Job Director at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Alisa Ahmetovic's FIDELITY INVESTMENT Experience June 2011 - September 2011
Job Financial Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investment June 2011 - September 2011
HISA Trucking LLC June 2008 - June 2011
REMA INC August 2007 - June 2008
Education
University of Utah 2009 — 2011
Bachelor, Economics
Salt Lake Community College 2006 — 2009
Associates, Business
Fidelity Investment June 2011 - September 2011
HISA Trucking LLC June 2008 - June 2011
REMA INC August 2007 - June 2008
Education
University of Utah 2009 — 2011
Bachelor, Economics
Salt Lake Community College 2006 — 2009
Associates, Business
Duan Chen's FIDELITY INVESTMENT Experience March 2004 - December 2004
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
Cory Shrader's FIDELITY INVESTMENT Experience November 2011 - November 2012
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investment November 2011 - November 2012
Appraisals By Cory January 2003 - November 2008
Skills
Market Analysis, Financial Planning, Financial Analysis, Financial Management, Client Services, Client Retention, Client Acquisition, Client Communication, High Net Worth..., Real Estate, Estate Planning, Real Estate Investment, Real Estate Transactions, Real Property, Real Estate Finance, Culinary, Restaurant Management, 401k Rollovers, Mortgage Banking, Bonds, Wealth Management, Personal Financial..., Wealth Management..., Financial Advisory, IRAs, Certified Financial..., Retirement, Separately Managed..., Investment Management, 401k, Investment Advisory, ETFs, Series 65, Asset Allocation, Alternative Investments, Valuation, Series 7, Uniform Combined State..., Investment Strategies, Portfolio Management, Asset Management, Investments, Equities, Relationship Management, Securities, Financial Services, Series 63, Mutual Funds, Financial Modeling
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration, Finance/Financial Services
Boatright Real Estate School 2006 — 2006
Residential Appraising, Residential and Investment Appraising
University of Central Florida 2000 — 2002
Accounting and Finance
Fidelity Investments November 2012 - Present
Fidelity Investment November 2011 - November 2012
Appraisals By Cory January 2003 - November 2008
Skills
Market Analysis, Financial Planning, Financial Analysis, Financial Management, Client Services, Client Retention, Client Acquisition, Client Communication, High Net Worth..., Real Estate, Estate Planning, Real Estate Investment, Real Estate Transactions, Real Property, Real Estate Finance, Culinary, Restaurant Management, 401k Rollovers, Mortgage Banking, Bonds, Wealth Management, Personal Financial..., Wealth Management..., Financial Advisory, IRAs, Certified Financial..., Retirement, Separately Managed..., Investment Management, 401k, Investment Advisory, ETFs, Series 65, Asset Allocation, Alternative Investments, Valuation, Series 7, Uniform Combined State..., Investment Strategies, Portfolio Management, Asset Management, Investments, Equities, Relationship Management, Securities, Financial Services, Series 63, Mutual Funds, Financial Modeling
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration, Finance/Financial Services
Boatright Real Estate School 2006 — 2006
Residential Appraising, Residential and Investment Appraising
University of Central Florida 2000 — 2002
Accounting and Finance
Merisa Daniel's FIDELITY INVESTMENT Experience September 2007 - November 2008
Job HR
Industry Financial Services
Experience
BB&T Capital Markets August 2013 - Present
BB&T November 2008 - August 2013
Fidelity Investment September 2007 - November 2008
Education
Lincoln Memorial University
Bachelor of Administration, Business Management
BB&T Capital Markets August 2013 - Present
BB&T November 2008 - August 2013
Fidelity Investment September 2007 - November 2008
Education
Lincoln Memorial University
Bachelor of Administration, Business Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.