Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Brandy Bowlus Brandy Bowlus's Fidelity Investments Experience October 2014 - Present
Job Administrative Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Premier Designs July 2014 - Present
Borland-Groover Clinic June 2012 - October 2014
MSC Care Management June 2011 - June 2012
MSC Care Management February 2008 - June 2011
Mayo Clinic September 2006 - February 2008
Skills
Nursing, PowerPoint, BLS, Medical Terminology, Workers Compensation, Healthcare Management, Medical/Surgical, Healthcare, Hospitals, Managed Care, Medicare, EMR, Home Care
Education
Jacksonville University 2009 — 2010
BSN, Nursing
Florida Community College at Jacksonville 2005 — 2006
ASN, Nursing
University of North Florida 2001 — 2005
AA, Health, Biology
Fidelity Investments October 2014 - Present
Premier Designs July 2014 - Present
Borland-Groover Clinic June 2012 - October 2014
MSC Care Management June 2011 - June 2012
MSC Care Management February 2008 - June 2011
Mayo Clinic September 2006 - February 2008
Skills
Nursing, PowerPoint, BLS, Medical Terminology, Workers Compensation, Healthcare Management, Medical/Surgical, Healthcare, Hospitals, Managed Care, Medicare, EMR, Home Care
Education
Jacksonville University 2009 — 2010
BSN, Nursing
Florida Community College at Jacksonville 2005 — 2006
ASN, Nursing
University of North Florida 2001 — 2005
AA, Health, Biology
Candace Collins Candace Collins's Fidelity Investments Experience 2011 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Fidelity Investments 2011 - Present
Merrill Lynch 2010 - 2011
VALIC 2008 - 2010
Skills
Investments, Financial Markets, Finance, Retirement Planning, 401k, Sales, Investment Strategies
Education
Florida State University
B.S.
Jermaine Haywood Jermaine Haywood's Fidelity Investments Experience February 2008 - November 2010
Job VP Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Fidelity Investments February 2008 - November 2010
Florida Department of Revenue April 2005 - February 2008
Skills
Microsoft Office, Resourceful..., Interviews, Coaching, Oversight, Training, Trading, Options Strategies, Margin, Series 7, Series 63
Education
Florida A&M University 2000 — 2007
Bachelor of Science (BS), Political Science
Merrill Lynch July 2013 - Present
Merrill Edge May 2011 - July 2013
Fidelity Investments February 2008 - November 2010
Florida Department of Revenue April 2005 - February 2008
Skills
Microsoft Office, Resourceful..., Interviews, Coaching, Oversight, Training, Trading, Options Strategies, Margin, Series 7, Series 63
Education
Florida A&M University 2000 — 2007
Bachelor of Science (BS), Political Science
FaLisa Williams's Fidelity Investments Experience 2005 - 2006
Job Sr. Payroll Analyst at NorthgateArinso
Industry Accounting
Experience
NGA Human Resources May 2013 - Present
NGA Human Resources October 2011 - May 2013
PNC April 2011 - October 2011
PNC September 2010 - April 2011
Paycor February 2009 - September 2010
Paycor August 2006 - February 2009
Fidelity Investments 2005 - 2006
Skills
Payroll, Account Reconciliation, Payroll Taxes, Training, Coaching, Program Management, Auditing, SAP HR, Process Improvement, Customer Service, Microsoft Excel, Software Documentation, Outlook, Leadership, Microsoft Office, Team Building, Access, PowerPoint, Business Analysis, Human Resources, HRIS, PeopleSoft, Management, ADP Payroll, Analysis, Banking, Employee Training, Onboarding, SAP, Time Management, Employee Relations
Education
Florida State College at Jacksonville 2014 — 2015
Associate's degree, Business Administration and Management, General
Cincinnati State Technical and Community College 2011 — 2013
Entrepreneurship Certificate, Business, Management, Marketing, and Entrepreneurship
NGA Human Resources May 2013 - Present
NGA Human Resources October 2011 - May 2013
PNC April 2011 - October 2011
PNC September 2010 - April 2011
Paycor February 2009 - September 2010
Paycor August 2006 - February 2009
Fidelity Investments 2005 - 2006
Skills
Payroll, Account Reconciliation, Payroll Taxes, Training, Coaching, Program Management, Auditing, SAP HR, Process Improvement, Customer Service, Microsoft Excel, Software Documentation, Outlook, Leadership, Microsoft Office, Team Building, Access, PowerPoint, Business Analysis, Human Resources, HRIS, PeopleSoft, Management, ADP Payroll, Analysis, Banking, Employee Training, Onboarding, SAP, Time Management, Employee Relations
Education
Florida State College at Jacksonville 2014 — 2015
Associate's degree, Business Administration and Management, General
Cincinnati State Technical and Community College 2011 — 2013
Entrepreneurship Certificate, Business, Management, Marketing, and Entrepreneurship
Oscar Irigoyen's Fidelity Investments Experience May 2014 - August 2014
Job Writing Fellow at Florida International University
Industry Higher Education
Experience
Florida International University January 2013 - Present
Fidelity Investments May 2014 - August 2014
Levi Strauss & Co. August 2012 - January 2013
National YoungArts Foundation January 2012 - May 2012
Skills
Peer Reviews, Editing, Sales, Microsoft Office, Event Planning, Research, Spanish, Public Speaking
Education
Florida International University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Westwood Christian School 2007 — 2011
Florida International University January 2013 - Present
Fidelity Investments May 2014 - August 2014
Levi Strauss & Co. August 2012 - January 2013
National YoungArts Foundation January 2012 - May 2012
Skills
Peer Reviews, Editing, Sales, Microsoft Office, Event Planning, Research, Spanish, Public Speaking
Education
Florida International University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Westwood Christian School 2007 — 2011
Benjamin Martinez Benjamin Martinez's Fidelity Investments Experience March 1987 - January 1999
Job VP Operations at CIGH, Inc.
Industry Financial Services
Experience
Confie Insurance Group Holdings December 2012 - Present
Louisiana State University October 2010 - December 2012
HMS Commercial Financial August 2009 - September 2010
Capital Group - American Funds August 2006 - July 2009
QC Holdings January 2005 - July 2006
Schroder Investment Management November 2000 - February 2004
Banque Generale du Luxembourg February 1999 - October 2000
Fidelity Investments March 1987 - January 1999
Skills
Vendor Management, Process Improvement, Team Building, Management, Strategic Planning, Mutual Funds, Business Development, Leadership, Analysis, Market Research, Product Development, Portfolio Management, Asset Managment, Operations Management, Asset Management, Key Account Management, BPO, Sales Analysis, Marketing Operations, Mortgage Fraud, Relationship Management, Property & Casualty..., Premium Financing, Sales Operations, Bank Reconciliation, Payments
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Utah 1987 — 1993
B.A., Economics, German, Spanish
Florida Institute of Technology
Masters of Information Technology
Confie Insurance Group Holdings December 2012 - Present
Louisiana State University October 2010 - December 2012
HMS Commercial Financial August 2009 - September 2010
Capital Group - American Funds August 2006 - July 2009
QC Holdings January 2005 - July 2006
Schroder Investment Management November 2000 - February 2004
Banque Generale du Luxembourg February 1999 - October 2000
Fidelity Investments March 1987 - January 1999
Skills
Vendor Management, Process Improvement, Team Building, Management, Strategic Planning, Mutual Funds, Business Development, Leadership, Analysis, Market Research, Product Development, Portfolio Management, Asset Managment, Operations Management, Asset Management, Key Account Management, BPO, Sales Analysis, Marketing Operations, Mortgage Fraud, Relationship Management, Property & Casualty..., Premium Financing, Sales Operations, Bank Reconciliation, Payments
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Utah 1987 — 1993
B.A., Economics, German, Spanish
Florida Institute of Technology
Masters of Information Technology
LATOSHA SMITH, MBA's Fidelity Investments Experience May 2014 - Present
Job Client Services Manager III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments October 2011 - June 2012
Fidelity Investments July 2007 - October 2011
County of San Bernardino November 2005 - May 2007
County of San Bernardino June 2001 - November 2005
Skills
Consultation Skills, Typing, Software Project..., Microsoft Office, Training Facilitation, Policy Analysis, Compliance, Stock Trading, Series 7, Series 63, Series 10, Series 9, Management, Process Improvement, Financial Services, Policy, Equity Trading, Public Speaking, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Team Building
Education
Florida Agricultural and Mechanical University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Florida Agricultural and Mechanical University 2010 — 2012
Business Administration, Business Administration and Management, General
Fidelity Investments May 2014 - Present
Fidelity Investments July 2012 - April 2014
Fidelity Investments October 2011 - June 2012
Fidelity Investments July 2007 - October 2011
County of San Bernardino November 2005 - May 2007
County of San Bernardino June 2001 - November 2005
Skills
Consultation Skills, Typing, Software Project..., Microsoft Office, Training Facilitation, Policy Analysis, Compliance, Stock Trading, Series 7, Series 63, Series 10, Series 9, Management, Process Improvement, Financial Services, Policy, Equity Trading, Public Speaking, Customer Service, Project Management, Microsoft Excel, Strategic Planning, Team Building
Education
Florida Agricultural and Mechanical University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Florida Agricultural and Mechanical University 2010 — 2012
Business Administration, Business Administration and Management, General
Elizabeth Rogerio Elizabeth Rogerio's Fidelity Investments Experience March 2001 - November 2002
Job Client Services Coordinator
Industry Real Estate
Experience
CBRE August 2005 - Present
Olympus Managed Healthcare July 2003 - August 2005
Fidelity Investments March 2001 - November 2002
Trigen Boston Energy April 2000 - February 2001
Skills
Florida Notary Public, Florida Notary, Real Estate, Administrative..., Press Releases, Brokerage, Notary Public, Newsletters, Budgets, Advertising, Sales, PowerPoint, Management, Negotiation, Marketing, Property Management, Investment Properties, Real Estate Development, Real Estate Transactions, Commercial Real Estate
Education
Florida International University 2010 — 2013
Bachelors, Business Administration
Miami Dade College 2008 — 2010
Associates, Business Administration
CBRE August 2005 - Present
Olympus Managed Healthcare July 2003 - August 2005
Fidelity Investments March 2001 - November 2002
Trigen Boston Energy April 2000 - February 2001
Skills
Florida Notary Public, Florida Notary, Real Estate, Administrative..., Press Releases, Brokerage, Notary Public, Newsletters, Budgets, Advertising, Sales, PowerPoint, Management, Negotiation, Marketing, Property Management, Investment Properties, Real Estate Development, Real Estate Transactions, Commercial Real Estate
Education
Florida International University 2010 — 2013
Bachelors, Business Administration
Miami Dade College 2008 — 2010
Associates, Business Administration
Jorge Hassan Jorge Hassan's Fidelity Investments Experience May 2014 - July 2015
Job Senior Software Engineer at IBM
Industry Computer Software
Experience
IBM September 2015 - Present
Fidelity Investments May 2014 - July 2015
Imprivata August 2013 - July 2014
eBay Enterprise April 2013 - August 2013
Pole Star Space Applications March 2013 - April 2013
Oxford Global Resources October 2010 - March 2013
American Express January 2009 - September 2010
Herzog Contracting Corp. 2001 - 2006
Skills
Software Development, Git, Test Automation, Subversion, REST, MySQL, XML, Continuous Integration, SQL, Oracle, JSON, Selenium, Microsoft SQL Server, SDLC, WCF, Ext JS, Core Java, AJAX, OOP, XHR, RESTful, Backbone.js, AngularJS, Node.js, Agile Methodologies, Lean Software..., MongoDB, GruntJS, Jenkins, HTML5, SASS, Maven
Education
University of Miami
Political Science / Computer Science
Florida International University
Computer Science
IBM September 2015 - Present
Fidelity Investments May 2014 - July 2015
Imprivata August 2013 - July 2014
eBay Enterprise April 2013 - August 2013
Pole Star Space Applications March 2013 - April 2013
Oxford Global Resources October 2010 - March 2013
American Express January 2009 - September 2010
Herzog Contracting Corp. 2001 - 2006
Skills
Software Development, Git, Test Automation, Subversion, REST, MySQL, XML, Continuous Integration, SQL, Oracle, JSON, Selenium, Microsoft SQL Server, SDLC, WCF, Ext JS, Core Java, AJAX, OOP, XHR, RESTful, Backbone.js, AngularJS, Node.js, Agile Methodologies, Lean Software..., MongoDB, GruntJS, Jenkins, HTML5, SASS, Maven
Education
University of Miami
Political Science / Computer Science
Florida International University
Computer Science
R.J. Ertmer's Fidelity Investments Experience June 2011 - August 2011
Job Attorney
Industry Law Practice
Experience
Charles Schwab September 2014 - Present
The Babcock Law Firm February 2014 - May 2014
Florida East Coast Railway January 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Halifax Legal LLC May 2011 - July 2011
University of Colorado, College of Music August 2009 - July 2010
Diversified Asset Management Inc February 2008 - July 2010
University of Colorado Recycling November 2006 - May 2010
Delta Chi Fraternity July 2008 - December 2008
Skills
Legal Writing, Legal Research, Microsoft Office, Civil Litigation, Litigation, Corporate Law, Research, Leadership, Mergers & Acquisitions, Analysis
Education
University of Denver - Sturm College of Law 2013 — 2013
Doctor of Law (JD)
Florida Coastal School of Law 2010 — 2013
JD, Law
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BSBA, Finance
Charles Schwab September 2014 - Present
The Babcock Law Firm February 2014 - May 2014
Florida East Coast Railway January 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Halifax Legal LLC May 2011 - July 2011
University of Colorado, College of Music August 2009 - July 2010
Diversified Asset Management Inc February 2008 - July 2010
University of Colorado Recycling November 2006 - May 2010
Delta Chi Fraternity July 2008 - December 2008
Skills
Legal Writing, Legal Research, Microsoft Office, Civil Litigation, Litigation, Corporate Law, Research, Leadership, Mergers & Acquisitions, Analysis
Education
University of Denver - Sturm College of Law 2013 — 2013
Doctor of Law (JD)
Florida Coastal School of Law 2010 — 2013
JD, Law
University of Colorado Boulder - Leeds School of Business 2006 — 2010
BSBA, Finance
Meagan Jackson Meagan Jackson's Fidelity Investments Experience January 2015 - Present
Job Licensed Trader
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Lincoln Property Company November 2013 - Present
Duval County Public Schools October 2010 - Present
City of Jacksonville May 2014 - August 2014
Latitude 30 February 2012 - December 2013
Skills
Food & Beverage, Hospitality, Facebook, Event Planning, Social Media, Social Networking, Customer Service, Social Media Marketing, PowerPoint, Microsoft Word, Public Relations, Microsoft Office, Entertainment, Press Releases, Public Speaking
Education
University of North Florida 2012 — 2014
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Florida State College at Jacksonville 2009 — 2012
Associate of Arts (AA)
Fidelity Investments January 2015 - Present
Lincoln Property Company November 2013 - Present
Duval County Public Schools October 2010 - Present
City of Jacksonville May 2014 - August 2014
Latitude 30 February 2012 - December 2013
Skills
Food & Beverage, Hospitality, Facebook, Event Planning, Social Media, Social Networking, Customer Service, Social Media Marketing, PowerPoint, Microsoft Word, Public Relations, Microsoft Office, Entertainment, Press Releases, Public Speaking
Education
University of North Florida 2012 — 2014
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Florida State College at Jacksonville 2009 — 2012
Associate of Arts (AA)
David Sgambettera David Sgambettera's Fidelity Investments Experience December 2013 - Present
Job High Net Worth Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments January 2012 - December 2013
Jackson Hewitt Tax Service Inc. November 2010 - April 2012
Harte Hanks April 2003 - January 2009
Education
University of North Florida 2005 — 2012
Bachelor of Science (BS), Economics
Florida Community College at Jacksonville 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Fidelity Investments December 2013 - Present
Fidelity Investments January 2012 - December 2013
Jackson Hewitt Tax Service Inc. November 2010 - April 2012
Harte Hanks April 2003 - January 2009
Education
University of North Florida 2005 — 2012
Bachelor of Science (BS), Economics
Florida Community College at Jacksonville 2003 — 2005
Associate of Arts (AA), Business Administration and Management, General
Lisa Purcell Lisa Purcell's Fidelity Investments Experience July 2013 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
TIAA-CREF February 2005 - March 2013
TIAA-CREF February 2002 - February 2005
TIAA-CREF February 1999 - February 2002
TIAA-CREF February 1995 - February 1999
Independent Advantage Financial January 1994 - January 1995
Market Place Media September 1991 - December 1993
Skills
FINRA Series 7 and 63..., FINRA Series 65..., 403, Retirement Planning, ira, investment management..., Mutual Funds, Series 7, Investments, Wealth Management, Series 63, IRAs, 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Retirement, Securities, Series 6, Uniform Combined State...
Education
University of Colorado at Denver 1995 — 1997
Master of Science (M.S.), Finance, General
Flinders University 1990 — 1991
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2013 - Present
TIAA-CREF February 2005 - March 2013
TIAA-CREF February 2002 - February 2005
TIAA-CREF February 1999 - February 2002
TIAA-CREF February 1995 - February 1999
Independent Advantage Financial January 1994 - January 1995
Market Place Media September 1991 - December 1993
Skills
FINRA Series 7 and 63..., FINRA Series 65..., 403, Retirement Planning, ira, investment management..., Mutual Funds, Series 7, Investments, Wealth Management, Series 63, IRAs, 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Retirement, Securities, Series 6, Uniform Combined State...
Education
University of Colorado at Denver 1995 — 1997
Master of Science (M.S.), Finance, General
Flinders University 1990 — 1991
Bachelor of Arts (B.A.), Psychology
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Dan McDonald Dan McDonald's Fidelity Investments Experience 1997 - 2006
Job Vice President Engineering
Industry Computer Software
Experience
Mixhits Radio, LLC. 2014 - Present
Everbridge 2013 - 2014
Tubifi 2012 - 2013
Take the Interview 2011 - 2012
IntraLinks 2007 - 2010
VeriSign 2006 - 2007
Fidelity Investments 1997 - 2006
Skills
Agile Methodologies, SaaS, Software Development, Cloud Computing, Enterprise Software, SOA, Integration, Start-ups, Architecture, MySQL, Outsourcing, Java Enterprise Edition, Databases, Software Design, Perl, Voices, General Awesomeness, Sandwiches, Boating, Humor, Football, JavaScript, Oracle, Linux, Architectures, SOAP, Amazon Web Services..., AJAX, .NET, SDLC, NoSQL, MongoDB, Scrum, Strategy, Business Intelligence, Management, Product Management, IT Strategy, Project Management, Software Engineering
Education
Florida International University
BA, Economics, Computer Science minor
Mixhits Radio, LLC. 2014 - Present
Everbridge 2013 - 2014
Tubifi 2012 - 2013
Take the Interview 2011 - 2012
IntraLinks 2007 - 2010
VeriSign 2006 - 2007
Fidelity Investments 1997 - 2006
Skills
Agile Methodologies, SaaS, Software Development, Cloud Computing, Enterprise Software, SOA, Integration, Start-ups, Architecture, MySQL, Outsourcing, Java Enterprise Edition, Databases, Software Design, Perl, Voices, General Awesomeness, Sandwiches, Boating, Humor, Football, JavaScript, Oracle, Linux, Architectures, SOAP, Amazon Web Services..., AJAX, .NET, SDLC, NoSQL, MongoDB, Scrum, Strategy, Business Intelligence, Management, Product Management, IT Strategy, Project Management, Software Engineering
Education
Florida International University
BA, Economics, Computer Science minor
Tareq Affouri Tareq Affouri's Fidelity Investments Experience June 2011 - November 2011
Job Vice President and Investment Analyst at Barrington Research
Industry Investment Banking
Experience
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial February 2013 - October 2014
Noble Financial June 2012 - December 2012
Kwik Stop 9100 LLC January 2010 - December 2012
Fidelity Investments June 2011 - November 2011
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Economics, Access, Series 7, PowerPoint, Data Analysis, Finance, Valuation, Quantitative Analytics, Investments, Equities, Stata, Investment Management, Corporate Finance, Portfolio Management, Securities, Equity Valuation, Risk Management, Capital Markets, Due Diligence
Education
Florida Atlantic University 2009 — 2012
Bachelor's degree, Finance, General
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial February 2013 - October 2014
Noble Financial June 2012 - December 2012
Kwik Stop 9100 LLC January 2010 - December 2012
Fidelity Investments June 2011 - November 2011
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Economics, Access, Series 7, PowerPoint, Data Analysis, Finance, Valuation, Quantitative Analytics, Investments, Equities, Stata, Investment Management, Corporate Finance, Portfolio Management, Securities, Equity Valuation, Risk Management, Capital Markets, Due Diligence
Education
Florida Atlantic University 2009 — 2012
Bachelor's degree, Finance, General
Cody Bertoglio's Fidelity Investments Experience May 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Skills
Customer Service, Marketing, Sales, Time Management, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Retail, Management, Sales Operations, Leadership, Analysis, Market Research, Public Speaking, Social Networking, Event Planning, Social Media Marketing, Outlook
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), International Relations and Affairs with a Psychology Minor
Winter Springs High School 2004 — 2008
High School Diploma
Fidelity Investments May 2014 - Present
Skills
Customer Service, Marketing, Sales, Time Management, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Retail, Management, Sales Operations, Leadership, Analysis, Market Research, Public Speaking, Social Networking, Event Planning, Social Media Marketing, Outlook
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), International Relations and Affairs with a Psychology Minor
Winter Springs High School 2004 — 2008
High School Diploma
Adriana Letson Adriana Letson's Fidelity Investments Experience August 2007 - Present
Job Registered Representative
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Citi July 1998 - August 2007
Skills
Series 63, Certified Financial..., Retirement Planning, Retirement, Asset Allocation, Wealth Management, Investment Advisory, Series 6, Strategic Financial..., Fixed Annuities, Investment Strategies, Alternative Investments, Fixed Income, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Planning
Education
Kaplan University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Corporate Finance
Florida State College at Jacksonville 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Fidelity Investments August 2007 - Present
Citi July 1998 - August 2007
Skills
Series 63, Certified Financial..., Retirement Planning, Retirement, Asset Allocation, Wealth Management, Investment Advisory, Series 6, Strategic Financial..., Fixed Annuities, Investment Strategies, Alternative Investments, Fixed Income, Portfolio Management, Mutual Funds, Uniform Combined State..., Financial Planning
Education
Kaplan University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Corporate Finance
Florida State College at Jacksonville 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Hans C. Wahl Hans C. Wahl's Fidelity Investments Experience 2006 - 2009
Job Attorney at Jimerson & Cobb; Community Association Law, Real Estate, Business Litigation; Licensed in Florida & Georgia
Industry Law Practice
Experience
Jimerson & Cobb, P.A. 2012 - Present
Fidelity Investments 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Real Estate Law, Condominium Association..., Homeowner Association..., Banking Law, Construction Law, Business Litigation, Commercial Litigation, Real Estate, Creditors' Rights, Legal Writing, Legal Research, Bankruptcy, Corporate Law, Property Law, Trials, Litigation, Document Drafting, Civil Litigation, Commercial Real Estate, Contract Negotiation
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Business Litigation, Magna Cum Laude; top 3%
University of Florida 1996 — 1999
Bachelor of Science (BS), Business Management, Cum Laude
University of Florida
Bachelor of Science (BS), Finance, Cum Laude
Jimerson & Cobb, P.A. 2012 - Present
Fidelity Investments 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Real Estate Law, Condominium Association..., Homeowner Association..., Banking Law, Construction Law, Business Litigation, Commercial Litigation, Real Estate, Creditors' Rights, Legal Writing, Legal Research, Bankruptcy, Corporate Law, Property Law, Trials, Litigation, Document Drafting, Civil Litigation, Commercial Real Estate, Contract Negotiation
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctor, Business Litigation, Magna Cum Laude; top 3%
University of Florida 1996 — 1999
Bachelor of Science (BS), Business Management, Cum Laude
University of Florida
Bachelor of Science (BS), Finance, Cum Laude
Tifany Gilmore's Fidelity Investments Experience June 2011 - December 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Edge May 2013 - February 2014
Fidelity Investments June 2011 - December 2012
Etrade August 2009 - January 2011
Merrill Lynch November 2007 - February 2009
Merrill Lynch October 2005 - November 2007
Skills
Financial Analysis, Risk Management, Banking, Microsoft Word, Financial Modeling, Finance, Strategic Planning, Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, CRM, Strategic Financial..., Investments, Fixed Annuities, FINRA, ETFs, Mortgage Lending, IRAs, 401k, Retirement, Investment Strategies, Alternative Investments, Asset Management, Investment Advisory, Fixed Income, Series 63, Asset Allocation, Credit, Call Centers, Equities, Wealth Management, Retirement Planning, Securities, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Financial Services, Insurance
Education
Florida A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Student of Business Industry
Merrill Lynch February 2014 - Present
Merrill Edge May 2013 - February 2014
Fidelity Investments June 2011 - December 2012
Etrade August 2009 - January 2011
Merrill Lynch November 2007 - February 2009
Merrill Lynch October 2005 - November 2007
Skills
Financial Analysis, Risk Management, Banking, Microsoft Word, Financial Modeling, Finance, Strategic Planning, Business Analysis, Microsoft Office, Customer Service, Microsoft Excel, CRM, Strategic Financial..., Investments, Fixed Annuities, FINRA, ETFs, Mortgage Lending, IRAs, 401k, Retirement, Investment Strategies, Alternative Investments, Asset Management, Investment Advisory, Fixed Income, Series 63, Asset Allocation, Credit, Call Centers, Equities, Wealth Management, Retirement Planning, Securities, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Financial Services, Insurance
Education
Florida A&M University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Student of Business Industry
James Janka James Janka's Fidelity Investments Experience November 2012 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
HD Vest Financial Services October 2011 - October 2012
Education
Florida Gulf Coast University 2004 — 2008
Bachelor's degree, Finance, General
Florida Gulf Coast University 2004 — 2008
Bachelor's degree, Marketing
Fidelity Investments November 2012 - Present
HD Vest Financial Services October 2011 - October 2012
Education
Florida Gulf Coast University 2004 — 2008
Bachelor's degree, Finance, General
Florida Gulf Coast University 2004 — 2008
Bachelor's degree, Marketing
Alexander Beger's Fidelity Investments Experience May 2007 - May 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC May 2015 - Present
PwC January 2012 - May 2015
V & B Accounting January 2011 - April 2011
Fidelity Investments May 2007 - May 2009
First Coast Energy October 2003 - February 2007
Education
Florida Atlantic University 2010 — 2011
Master, Accountancy
University of North Florida 2003 — 2007
BBA, Management and International Business
PwC May 2015 - Present
PwC January 2012 - May 2015
V & B Accounting January 2011 - April 2011
Fidelity Investments May 2007 - May 2009
First Coast Energy October 2003 - February 2007
Education
Florida Atlantic University 2010 — 2011
Master, Accountancy
University of North Florida 2003 — 2007
BBA, Management and International Business
Darletta McNair Darletta McNair's Fidelity Investments Experience September 2006 - June 2008
Job Semi Retired at Ds Lil Pippies
Industry Nonprofit Organization Management
Experience
Ds Lil Pippies August 2012 - Present
Banfield Pet Hospital October 2011 - August 2012
D's Body and Soul March 2011 - February 2012
Hands on Health September 2010 - May 2011
Fidelity Investments September 2006 - June 2008
PSNC Energy July 2002 - October 2005
Sapphire Technologies September 2001 - March 2002
Maxim Group now TekSystems September 2000 - March 2001
Skills
Quality Assurance, Software Documentation, Management, Project Planning, Leadership, Agile Methodologies, Business Process, Analysis, Training, Vendor Management
Education
Miller-Motte Technical College 2009 — 2010
Associates/Certificate, Massage Therapy
Wake Technical Community College 2006 — 2006
Project Management prep
Florida State College at Jacksonville 1984 — 1984
Computer Science
North Carolina Agricultural and Technical State University 1978 — 1981
Child Development
Ds Lil Pippies August 2012 - Present
Banfield Pet Hospital October 2011 - August 2012
D's Body and Soul March 2011 - February 2012
Hands on Health September 2010 - May 2011
Fidelity Investments September 2006 - June 2008
PSNC Energy July 2002 - October 2005
Sapphire Technologies September 2001 - March 2002
Maxim Group now TekSystems September 2000 - March 2001
Skills
Quality Assurance, Software Documentation, Management, Project Planning, Leadership, Agile Methodologies, Business Process, Analysis, Training, Vendor Management
Education
Miller-Motte Technical College 2009 — 2010
Associates/Certificate, Massage Therapy
Wake Technical Community College 2006 — 2006
Project Management prep
Florida State College at Jacksonville 1984 — 1984
Computer Science
North Carolina Agricultural and Technical State University 1978 — 1981
Child Development
Erin Christy's Fidelity Investments Experience April 2014 - June 2014
Job Resource Development Manager at Modis
Industry Staffing and Recruiting
Experience
Modis September 2015 - Present
Latitude 360, Inc. - Upscale Restaurant and Entertainment Destinations June 2015 - September 2015
Pure Barre July 2014 - September 2015
Spanx August 2014 - August 2015
Fidelity Investments April 2014 - June 2014
SeaWorld Orlando October 2013 - January 2014
Walt Disney World May 2013 - October 2013
Care for Hire December 2012 - May 2013
Growing Room Child Development Center May 2012 - December 2012
Care for Hire May 2008 - May 2012
Skills
Teaching, Sales, Training, Management, Project Planning, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Public Relations, Facebook, Public Speaking, Social Media Marketing, Social Media, Event Planning, Social Networking, Customer Service, Microsoft Word
Education
Florida State University 2008 — 2013
Bachelor of Science (B.S.), Psychology, Child Development
Manatee High School
Modis September 2015 - Present
Latitude 360, Inc. - Upscale Restaurant and Entertainment Destinations June 2015 - September 2015
Pure Barre July 2014 - September 2015
Spanx August 2014 - August 2015
Fidelity Investments April 2014 - June 2014
SeaWorld Orlando October 2013 - January 2014
Walt Disney World May 2013 - October 2013
Care for Hire December 2012 - May 2013
Growing Room Child Development Center May 2012 - December 2012
Care for Hire May 2008 - May 2012
Skills
Teaching, Sales, Training, Management, Project Planning, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Public Relations, Facebook, Public Speaking, Social Media Marketing, Social Media, Event Planning, Social Networking, Customer Service, Microsoft Word
Education
Florida State University 2008 — 2013
Bachelor of Science (B.S.), Psychology, Child Development
Manatee High School
Frank Baker Frank Baker's Fidelity Investments Experience November 2006 - April 2007
Job Mckesson
Industry Medical Devices
Experience
Baptist Health July 2015 - Present
McKesson January 2014 - July 2015
PSS World Medical May 2007 - December 2013
Fidelity Investments November 2006 - April 2007
Blue Cross and Blue Shield of Florida November 2004 - December 2006
Skills
JD Edwards, Outlook, Administrative..., Microsoft Excel, Contract Management, Microsoft Word, Data Analysis, Healthcare, Analysis, Team Building, Microsoft Office, Customer Service, Project Planning, Administration, Access, Training, Process Improvement, Leadership, Team Leadership, Invoicing, SAP, PowerPoint, Project Management
Education
University of Central Florida 2001 — 2004
Bachelor's degree, Health Services Administration
Florida Community College at Jacksonville 1998 — 2001
Associate's degree, Biology/Biological Sciences, General
Baptist Health July 2015 - Present
McKesson January 2014 - July 2015
PSS World Medical May 2007 - December 2013
Fidelity Investments November 2006 - April 2007
Blue Cross and Blue Shield of Florida November 2004 - December 2006
Skills
JD Edwards, Outlook, Administrative..., Microsoft Excel, Contract Management, Microsoft Word, Data Analysis, Healthcare, Analysis, Team Building, Microsoft Office, Customer Service, Project Planning, Administration, Access, Training, Process Improvement, Leadership, Team Leadership, Invoicing, SAP, PowerPoint, Project Management
Education
University of Central Florida 2001 — 2004
Bachelor's degree, Health Services Administration
Florida Community College at Jacksonville 1998 — 2001
Associate's degree, Biology/Biological Sciences, General
Sheryl Rogers Sheryl Rogers's Fidelity Investments Experience September 2005 - Present
Job HR Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2005 - Present
LexisNexis September 2000 - September 2005
Kemper National Services May 1998 - September 2000
SunTrust Bank February 1989 - May 1998
Skills
Onboarding, Talent Management, Succession Planning, Workforce Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Organizational Design
Education
Florida Institute of Technology 1993 — 1997
MS, Human Resource Management
University of South Florida 1985 — 1989
B.S., Human Resource Management
Fidelity Investments September 2005 - Present
LexisNexis September 2000 - September 2005
Kemper National Services May 1998 - September 2000
SunTrust Bank February 1989 - May 1998
Skills
Onboarding, Talent Management, Succession Planning, Workforce Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Organizational Design
Education
Florida Institute of Technology 1993 — 1997
MS, Human Resource Management
University of South Florida 1985 — 1989
B.S., Human Resource Management
Travis Labrie Travis Labrie's Fidelity Investments Experience March 2011 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments April 2012 - April 2013
Fidelity Investments April 2012 - February 2013
Fidelity Investments March 2011 - April 2012
Palm Beach Gym December 2008 - December 2009
Nashua Athletic Club May 2005 - November 2007
Watts Regulator January 2005 - August 2007
Skills
Public Speaking, Sales, Leadership, PowerPoint, Microsoft Excel, Training, Finance
Education
Florida Atlantic University 2007 — 2009
Bachelor of Arts, Public Communication of Rhetoric
Nashua high
Fidelity Investments March 2011 - Present
Fidelity Investments April 2012 - April 2013
Fidelity Investments April 2012 - February 2013
Fidelity Investments March 2011 - April 2012
Palm Beach Gym December 2008 - December 2009
Nashua Athletic Club May 2005 - November 2007
Watts Regulator January 2005 - August 2007
Skills
Public Speaking, Sales, Leadership, PowerPoint, Microsoft Excel, Training, Finance
Education
Florida Atlantic University 2007 — 2009
Bachelor of Arts, Public Communication of Rhetoric
Nashua high
Maribeth Tisdale Maribeth Tisdale's Fidelity Investments Experience May 2005 - January 2009
Job Benefits Administrator, H&W Enterprise at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt April 2011 - Present
ASTD September 2009 - November 2010
Fidelity Investments May 2005 - January 2009
Education
Seminole Community College 2011 — 2013
A.S., Computer Science
University of Massachusetts at Lowell 2002 — 2004
BS, Music Business & Sound Recording Tech
Florida Southern College 1998 — 2001
BA, Music Performance, Flute
Aon Hewitt April 2011 - Present
ASTD September 2009 - November 2010
Fidelity Investments May 2005 - January 2009
Education
Seminole Community College 2011 — 2013
A.S., Computer Science
University of Massachusetts at Lowell 2002 — 2004
BS, Music Business & Sound Recording Tech
Florida Southern College 1998 — 2001
BA, Music Performance, Flute
Liz Pereira Liz Pereira's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Northwestern Mutual May 2014 - February 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Zeta Tau Alpha Fraternity January 2013 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.), Finance (Minor in Marketing)
Island Coast High School 2007 — 2011
High School Diploma, Business
Fidelity Investments July 2015 - Present
Northwestern Mutual May 2014 - February 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Zeta Tau Alpha Fraternity January 2013 - December 2013
Education
Florida Gulf Coast University 2011 — 2015
Bachelor of Science (B.S.), Finance (Minor in Marketing)
Island Coast High School 2007 — 2011
High School Diploma, Business
Jasmyne Hinson's Fidelity Investments Experience October 2006 - February 2007
Job Independent Music Professional
Industry Music
Experience
MatTea Inc. January 2011 - August 2013
Randstad / Bank of America Merrill Lynch April 2010 - December 2010
Shadow Muzik Production April 2007 - February 2010
Fidelity Investments October 2006 - February 2007
Manpower/ Department of Children and Families August 2006 - October 2006
Miami-Dade County office of Election June 2006 - August 2006
Skills
Public Speaking, Word, Excel, Superior customer..., Data Entry, Windows 95, windows 98, windows vista, Windows 7, Apple Mac OS X v10.5..., High Proficiency with..., Proficient World Wide..., 10-Key Calculator, 70 wpm, Dependable, Microsoft Office, Customer Service, Music, PowerPoint, Outlook, Telephone Skills, Microsoft Word, Editing, Microsoft Excel, Recording, Music Production, Songwriting, Band, Music Theory, Songs, Music Education, Social Networking, Piano, Musical Theatre, Music Industry
Education
Full Sail University- Online 2010 — 2012
Master of Science, Entertainment Business
University of Phoenix 2007 — 2008
Master, Business Administration
Florida A&M University 2002 — 2006
Bachelor of Science, Major in Theater, Minor in Human Resources
MatTea Inc. January 2011 - August 2013
Randstad / Bank of America Merrill Lynch April 2010 - December 2010
Shadow Muzik Production April 2007 - February 2010
Fidelity Investments October 2006 - February 2007
Manpower/ Department of Children and Families August 2006 - October 2006
Miami-Dade County office of Election June 2006 - August 2006
Skills
Public Speaking, Word, Excel, Superior customer..., Data Entry, Windows 95, windows 98, windows vista, Windows 7, Apple Mac OS X v10.5..., High Proficiency with..., Proficient World Wide..., 10-Key Calculator, 70 wpm, Dependable, Microsoft Office, Customer Service, Music, PowerPoint, Outlook, Telephone Skills, Microsoft Word, Editing, Microsoft Excel, Recording, Music Production, Songwriting, Band, Music Theory, Songs, Music Education, Social Networking, Piano, Musical Theatre, Music Industry
Education
Full Sail University- Online 2010 — 2012
Master of Science, Entertainment Business
University of Phoenix 2007 — 2008
Master, Business Administration
Florida A&M University 2002 — 2006
Bachelor of Science, Major in Theater, Minor in Human Resources
Larry Aydlett, PMP, CSM Larry Aydlett, PMP, CSM's Fidelity Investments Experience March 2008 - September 2008
Job Project Manager / Release Coordinator at SiloSmashers
Industry Information Technology and Services
Experience
SiloSmashers August 2015 - Present
ITT Technical Institute December 2009 - Present
Teleflex Medical April 2012 - July 2015
Modis, Inc. September 2011 - March 2012
SiloSmashers, Inc. February 2011 - September 2011
Peopleclick, Inc. September 2008 - October 2009
Fidelity Investments March 2008 - September 2008
Ajilon Consulting May 2007 - March 2008
ACS, Inc. November 2006 - March 2007
Oracle USA January 2000 - October 2006
Skills
Project Management, Management, Team Leadership, Network Design, Software Installation, SDLC, Program Management, Integration, Requirements Analysis, Software Development, Business Analysis, Process Improvement, ITIL, Troubleshooting, Security, Databases, Disaster Recovery, Oracle, Training, Software Documentation, Networking, Testing, Active Directory, Quality Assurance, System Administration, Linux, Data Center, Leadership, Analysis, XP, Visio, Telecommunications, Operating Systems, Access, Scrum, Project Planning, Windows, SharePoint, SaaS, Outsourcing, Cisco Technologies, Requirements Gathering, Vendor Management, IT Management, PMO, Business Intelligence, Information Technology, Enterprise Architecture, PMP, IT Strategy
Education
Florida Institute of Technology 2007 — 2009
Master of Science (M.S.), Information Technology, 4.0
Florida Institute of Technology 2007 — 2009
Master's Certificate, Information Systems Management, 4.0
University of North Carolina at Greensboro 1986 — 1990
Bachelor's degree, Biology
SiloSmashers August 2015 - Present
ITT Technical Institute December 2009 - Present
Teleflex Medical April 2012 - July 2015
Modis, Inc. September 2011 - March 2012
SiloSmashers, Inc. February 2011 - September 2011
Peopleclick, Inc. September 2008 - October 2009
Fidelity Investments March 2008 - September 2008
Ajilon Consulting May 2007 - March 2008
ACS, Inc. November 2006 - March 2007
Oracle USA January 2000 - October 2006
Skills
Project Management, Management, Team Leadership, Network Design, Software Installation, SDLC, Program Management, Integration, Requirements Analysis, Software Development, Business Analysis, Process Improvement, ITIL, Troubleshooting, Security, Databases, Disaster Recovery, Oracle, Training, Software Documentation, Networking, Testing, Active Directory, Quality Assurance, System Administration, Linux, Data Center, Leadership, Analysis, XP, Visio, Telecommunications, Operating Systems, Access, Scrum, Project Planning, Windows, SharePoint, SaaS, Outsourcing, Cisco Technologies, Requirements Gathering, Vendor Management, IT Management, PMO, Business Intelligence, Information Technology, Enterprise Architecture, PMP, IT Strategy
Education
Florida Institute of Technology 2007 — 2009
Master of Science (M.S.), Information Technology, 4.0
Florida Institute of Technology 2007 — 2009
Master's Certificate, Information Systems Management, 4.0
University of North Carolina at Greensboro 1986 — 1990
Bachelor's degree, Biology
Louis Vetter's Fidelity Investments Experience 1994 - 1997
Job Financial Analyst
Industry Financial Services
Experience
Delmar Financial Services LLC 2012 - Present
Retreat Capital Management, Inc. 2011 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2008 - 2009
Delta Funding Corporation 2002 - 2008
South Trust Securities 1997 - 2002
Fidelity Investments 1994 - 1997
Josephthal, Lyons, & Ross 1992 - 1994
Skills
Financial Analysis, Finance, Financial Modeling, Customer Service, Investments, Credit Risk, Portfolio Management, Budgets, Strategic Planning, Negotiation, Public Speaking, Financial Services, Credit, Fixed Income, Mortgage Lending, Underwriting, Valuation, Financial Risk, Bloomberg Terminal, Microsoft Excel, Microsoft Access
Education
Florida Atlantic University
Master of Science (M.S.), Finance
Florida International University
Bachelor of Business Administration (B.B.A.), Finance
Delmar Financial Services LLC 2012 - Present
Retreat Capital Management, Inc. 2011 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2008 - 2009
Delta Funding Corporation 2002 - 2008
South Trust Securities 1997 - 2002
Fidelity Investments 1994 - 1997
Josephthal, Lyons, & Ross 1992 - 1994
Skills
Financial Analysis, Finance, Financial Modeling, Customer Service, Investments, Credit Risk, Portfolio Management, Budgets, Strategic Planning, Negotiation, Public Speaking, Financial Services, Credit, Fixed Income, Mortgage Lending, Underwriting, Valuation, Financial Risk, Bloomberg Terminal, Microsoft Excel, Microsoft Access
Education
Florida Atlantic University
Master of Science (M.S.), Finance
Florida International University
Bachelor of Business Administration (B.B.A.), Finance
Staci Strenkert Staci Strenkert's Fidelity Investments Experience 1995 - 1996
Job Program Manager, Information Security
Industry Writing and Editing
Experience
Amazon April 2012 - October 2014
Utah Association of Conservation Districts 2007 - 2010
Fidelity Investments 1995 - 1996
Fidelity Investments 1991 - 1993
Skills
Technical Communication, Technical Writing, Editing, Training & Development, Program Management, Program Development, Usability Testing, Instructional Design, Leadership, Copywriting, Web Content, Training, Content Strategy, Online Help
Education
Florida International University
BS, Environmental Studies, Magna Cum Laude
Bellevue College
Technical Writing Certificate
Amazon April 2012 - October 2014
Utah Association of Conservation Districts 2007 - 2010
Fidelity Investments 1995 - 1996
Fidelity Investments 1991 - 1993
Skills
Technical Communication, Technical Writing, Editing, Training & Development, Program Management, Program Development, Usability Testing, Instructional Design, Leadership, Copywriting, Web Content, Training, Content Strategy, Online Help
Education
Florida International University
BS, Environmental Studies, Magna Cum Laude
Bellevue College
Technical Writing Certificate
Adam Merille Adam Merille's Fidelity Investments Experience January 2012 - June 2012
Job
Industry Computer Software
Experience
Ultimate Software June 2014 - December 2014
eCMetrics February 2014 - April 2014
Distributed Multimedia Information Systems Lab January 2014 - April 2014
Karefolio May 2013 - August 2013
Fidelity Investments January 2012 - June 2012
Undergraduate Library University January 2010 - May 2011
Skills
Programming, Java, Python, Data Structures, SQL, Linux, Public Speaking, Relational Databases, Agile Methodolgy, NetBeans, Travel, Mutual Funds, Securities, Financial Services, Investments, Asset Managment, Photography, Portfolio Management, C, Visual Studio, Algorithms, Testing, Data Analysis, HTML, Team Management, Research, Web Development, Microsoft Office, C#, Software Development, Databases, Windows, PowerPoint, Microsoft Word, Software Engineering, Amazon Web Services..., bluemix, Agile Methodologies
Education
Florida International University 2013 — 2015
Bachelor of Science (B.S.)
UNC Kenan-Flagler Business School 2011 — 2011
Certificate
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.)
Xiamen University 2010 — 2010
The Honors College, Miami Dade College 2006 — 2008
Associate of Arts (A.A.)
EdX
Ultimate Software June 2014 - December 2014
eCMetrics February 2014 - April 2014
Distributed Multimedia Information Systems Lab January 2014 - April 2014
Karefolio May 2013 - August 2013
Fidelity Investments January 2012 - June 2012
Undergraduate Library University January 2010 - May 2011
Skills
Programming, Java, Python, Data Structures, SQL, Linux, Public Speaking, Relational Databases, Agile Methodolgy, NetBeans, Travel, Mutual Funds, Securities, Financial Services, Investments, Asset Managment, Photography, Portfolio Management, C, Visual Studio, Algorithms, Testing, Data Analysis, HTML, Team Management, Research, Web Development, Microsoft Office, C#, Software Development, Databases, Windows, PowerPoint, Microsoft Word, Software Engineering, Amazon Web Services..., bluemix, Agile Methodologies
Education
Florida International University 2013 — 2015
Bachelor of Science (B.S.)
UNC Kenan-Flagler Business School 2011 — 2011
Certificate
University of North Carolina at Chapel Hill 2009 — 2011
Bachelor of Arts (B.A.)
Xiamen University 2010 — 2010
The Honors College, Miami Dade College 2006 — 2008
Associate of Arts (A.A.)
EdX
Bob Nordman Bob Nordman's Fidelity Investments Experience 2001 - 2002
Job Manager, IT Systems
Industry Insurance
Experience
Liberty Mutual Insurance March 2012 - Present
WellPoint March 2004 - March 2012
Elumas Consulting January 2002 - March 2004
Fidelity Investments 2001 - 2002
Certified Vacations 1985 - 1998
Skills
PMP, Business Management, Strategic Planning, SDLC, Vendor Management, Configuration Management, Release Management, Program Management, Global Delivery, Project Governance, IT Strategy, Project Portfolio..., IT Governance, Business Alignment, Governance, IT Management, Resource Management, Quality Assurance and..., Management, Project Management
Education
New England College 2007 — 2008
MA, Business Management and Strategic Planning
Florida Atlantic University 1980 — 1983
BAS, Information Systems
Liberty Mutual Insurance March 2012 - Present
WellPoint March 2004 - March 2012
Elumas Consulting January 2002 - March 2004
Fidelity Investments 2001 - 2002
Certified Vacations 1985 - 1998
Skills
PMP, Business Management, Strategic Planning, SDLC, Vendor Management, Configuration Management, Release Management, Program Management, Global Delivery, Project Governance, IT Strategy, Project Portfolio..., IT Governance, Business Alignment, Governance, IT Management, Resource Management, Quality Assurance and..., Management, Project Management
Education
New England College 2007 — 2008
MA, Business Management and Strategic Planning
Florida Atlantic University 1980 — 1983
BAS, Information Systems
Chad Cornwell Chad Cornwell's Fidelity Investments Experience June 2014 - Present
Job Portfolio Specialist in Portfolio Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Evaggelia Hatzimanolis's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Strategy, Strategic Financial..., Series 63, Leadership, Insurance, Wealth Management..., Asset Management, Finance, Mutual Funds, FINRA, Equities, Wealth, Financial Services
Education
Suffolk University - Sawyer Business School
Florida International University - College of Business
Finance
Fidelity Investments April 2015 - Present
Skills
Investments, Wealth Management, Series 7, Portfolio Management, Strategy, Strategic Financial..., Series 63, Leadership, Insurance, Wealth Management..., Asset Management, Finance, Mutual Funds, FINRA, Equities, Wealth, Financial Services
Education
Suffolk University - Sawyer Business School
Florida International University - College of Business
Finance
Gerry Gan Gerry Gan's Fidelity Investments Experience 1996 - 1997
Job Scrum Master ~ Project Manager ~ SQA Manager
Industry Information Technology and Services
Experience
Tremor Video July 2014 - Present
SolutionsIQ January 2014 - June 2014
Knowledgebase, Inc June 2010 - January 2014
Putnam Investments February 2001 - December 2009
Seven Mountains Software 2000 - 2000
Pegasystems 1999 - 2000
GENESYS Software Systems 1997 - 1999
Fidelity Investments 1996 - 1997
CTA, inc 1985 - 1996
Skills
Agile Methodologies, Software Project..., SDLC, Scrum, Software Development, Requirements Analysis, Vendor Management, Agile Project Management, Project Management, Quality Assurance, Software Quality..., Test Planning, Business Process, Program Management, Integration, Databases, CRM, Management, Business Analysis, Testing, Outsourcing, SaaS, Process Improvement, Project Portfolio..., User Acceptance Testing, Release Management, Test Management, MS Project, Cloud Computing, Requirements Gathering, Mobile Devices, PMO, Business Process..., Business Intelligence, Project Planning, IT Strategy, IT Management, Enterprise Architecture, Change Management, Test Automation, PMP, UML, Process Development
Education
Florida State University
MS, Instructional Systems Design and Development (ISDD)
Rensselaer Polytechnic Institute
BS, Economics
Continuing Studies
Computer Science/Information Systems
Tremor Video July 2014 - Present
SolutionsIQ January 2014 - June 2014
Knowledgebase, Inc June 2010 - January 2014
Putnam Investments February 2001 - December 2009
Seven Mountains Software 2000 - 2000
Pegasystems 1999 - 2000
GENESYS Software Systems 1997 - 1999
Fidelity Investments 1996 - 1997
CTA, inc 1985 - 1996
Skills
Agile Methodologies, Software Project..., SDLC, Scrum, Software Development, Requirements Analysis, Vendor Management, Agile Project Management, Project Management, Quality Assurance, Software Quality..., Test Planning, Business Process, Program Management, Integration, Databases, CRM, Management, Business Analysis, Testing, Outsourcing, SaaS, Process Improvement, Project Portfolio..., User Acceptance Testing, Release Management, Test Management, MS Project, Cloud Computing, Requirements Gathering, Mobile Devices, PMO, Business Process..., Business Intelligence, Project Planning, IT Strategy, IT Management, Enterprise Architecture, Change Management, Test Automation, PMP, UML, Process Development
Education
Florida State University
MS, Instructional Systems Design and Development (ISDD)
Rensselaer Polytechnic Institute
BS, Economics
Continuing Studies
Computer Science/Information Systems
Missy Gulla Missy Gulla's Fidelity Investments Experience November 2006 - August 2013
Job Inventory Management, Purchasing
Industry Consumer Goods
Experience
Fidelity Investments November 2006 - August 2013
Total Office Products January 2005 - September 2006
Total Office Products January 2005 - September 2006
Total Office Products January 2005 - September 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Microsoft Office, Outlook, MS Project, Internet Explorer, AS400 system, EDI, Navision, SharePoint, Apple Safari, Firefox, Outlook Express, Access, Macro, Macintosh Applications, Vendor Management, Data Analysis, Leadership, Management, Troubleshooting, Invoicing
Education
Florida Community College at Jacksonville 2003 — 2004
Multi-Media / Graphics Design, General Studies, 3.8
Morristown Hamblen High School West 1981 — 1985
Fidelity Investments November 2006 - August 2013
Total Office Products January 2005 - September 2006
Total Office Products January 2005 - September 2006
Total Office Products January 2005 - September 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Microsoft Office, Outlook, MS Project, Internet Explorer, AS400 system, EDI, Navision, SharePoint, Apple Safari, Firefox, Outlook Express, Access, Macro, Macintosh Applications, Vendor Management, Data Analysis, Leadership, Management, Troubleshooting, Invoicing
Education
Florida Community College at Jacksonville 2003 — 2004
Multi-Media / Graphics Design, General Studies, 3.8
Morristown Hamblen High School West 1981 — 1985
Vincent Zann's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Skills
Investments, Securities, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Allocation, Leadership, Financial Modeling, Wealth Management, Microsoft Excel, Equities, Fixed Income, Bloomberg, Asset Management, Insurance, Risk Management, Investment Banking, Corporate Finance, Mutual Funds, Investment Strategies, Fixed Annuities, Variable Annuities, Derivatives, Valuation, Credit, Retirement Planning, Financial Planning
Education
Florida International University 2013 — 2013
Master's degree, Finance
Florida State University 2007 — 2011
Bachelor's degree, Finance and Real Estate
Fidelity Investments June 2014 - Present
Skills
Investments, Securities, Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Allocation, Leadership, Financial Modeling, Wealth Management, Microsoft Excel, Equities, Fixed Income, Bloomberg, Asset Management, Insurance, Risk Management, Investment Banking, Corporate Finance, Mutual Funds, Investment Strategies, Fixed Annuities, Variable Annuities, Derivatives, Valuation, Credit, Retirement Planning, Financial Planning
Education
Florida International University 2013 — 2013
Master's degree, Finance
Florida State University 2007 — 2011
Bachelor's degree, Finance and Real Estate
Harvis Astorga Harvis Astorga's Fidelity Investments Experience May 2011 - July 2013
Job Relationship Manager Associate at Citibank Latin America
Industry Financial Services
Experience
Citi August 2013 - Present
Fidelity Investments May 2011 - July 2013
JPMorgan Chase May 2010 - April 2011
Bank of America December 2006 - April 2010
Skills
Investments, Financial Advisory, Series 7, Financial Planning, Series 66
Education
Florida International University - College of Business Administration 2004 — 2009
B.A., Finance
Citi August 2013 - Present
Fidelity Investments May 2011 - July 2013
JPMorgan Chase May 2010 - April 2011
Bank of America December 2006 - April 2010
Skills
Investments, Financial Advisory, Series 7, Financial Planning, Series 66
Education
Florida International University - College of Business Administration 2004 — 2009
B.A., Finance
Raymond Bill Raymond Bill's Fidelity Investments Experience January 2015 - Present
Job Tax Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments January 2015 - Present
Boston Capital January 2013 - September 2014
DD&F 2011 - 2012
_ September 2009 - October 2010
Golden Gate Capital January 2008 - August 2009
Skills
Finance, External Audit, Microsoft Office, Microsoft Excel, Partnership Taxation, Partnership Tax Returns, Tax Credits, Real Estate
Education
Suffolk University
BS - Bachelor of Science in Business Administration,, Accounting and Finance, Cum Laude
University of Central Florida
Florida Southern College
Fidelity Investments January 2015 - Present
Boston Capital January 2013 - September 2014
DD&F 2011 - 2012
_ September 2009 - October 2010
Golden Gate Capital January 2008 - August 2009
Skills
Finance, External Audit, Microsoft Office, Microsoft Excel, Partnership Taxation, Partnership Tax Returns, Tax Credits, Real Estate
Education
Suffolk University
BS - Bachelor of Science in Business Administration,, Accounting and Finance, Cum Laude
University of Central Florida
Florida Southern College
Mattheus von Guttenberg Mattheus von Guttenberg's Fidelity Investments Experience November 2013 - March 2014
Job Proposal Coordinator at GovConnection, Inc.
Industry Information Technology and Services
Experience
GovConnection, Inc. July 2015 - Present
PC Connection, Inc. December 2014 - July 2015
Lamassu Bitcoin Ventures March 2014 - May 2014
Fidelity Investments November 2013 - March 2014
Skills
Economics, Philosophy, History, Macroeconomics, Financial Markets, Microeconomics, Commodity, Entrepreneurship, Game Theory, Political Science, Ethics, Critical Thinking, Statistics, Economic Research, International Economics, Econometrics, Public Speaking, PowerPoint, Writing, Microsoft Office, Research
Education
Flagler College
Bachelor of Arts (B.A.), Economics
Sarasota High School
GovConnection, Inc. July 2015 - Present
PC Connection, Inc. December 2014 - July 2015
Lamassu Bitcoin Ventures March 2014 - May 2014
Fidelity Investments November 2013 - March 2014
Skills
Economics, Philosophy, History, Macroeconomics, Financial Markets, Microeconomics, Commodity, Entrepreneurship, Game Theory, Political Science, Ethics, Critical Thinking, Statistics, Economic Research, International Economics, Econometrics, Public Speaking, PowerPoint, Writing, Microsoft Office, Research
Education
Flagler College
Bachelor of Arts (B.A.), Economics
Sarasota High School
Kevin Peffer Kevin Peffer's Fidelity Investments Experience April 2014 - Present
Job Full Trader at Fidelity Investments, Wedding DJ
Industry Banking
Experience
Fidelity Investments April 2014 - Present
Self March 2011 - Present
Peffer Productions March 2011 - Present
PHH Mortgage August 2011 - February 2014
Jacksonville Jaguars August 2013 - January 2014
Clear Channel Radio January 2011 - August 2011
Cox Media Group June 2010 - August 2011
Seven Bridges Radio January 2010 - May 2010
Skills
Vocal Production, Radio Production, Radio Promotions, Board Operations, Wedding DJ, Vocal Performance, Copywriting, Copy Editing, Video Editing, Photography, Photo Editing, Event Planning, Event Management, Business Events, Public Speaking, Time Management, Radio, Advertising, Final Cut Pro, Marketing, Voice Over
Education
University of North Florida 2007 — 2011
Bachelor of Arts, Communication; Electronic
Florida State College at Jacksonville 2004 — 2007
Associates, Communication
Sandalwood High School 1997 — 2001
Diploma, General Education
Fidelity Investments April 2014 - Present
Self March 2011 - Present
Peffer Productions March 2011 - Present
PHH Mortgage August 2011 - February 2014
Jacksonville Jaguars August 2013 - January 2014
Clear Channel Radio January 2011 - August 2011
Cox Media Group June 2010 - August 2011
Seven Bridges Radio January 2010 - May 2010
Skills
Vocal Production, Radio Production, Radio Promotions, Board Operations, Wedding DJ, Vocal Performance, Copywriting, Copy Editing, Video Editing, Photography, Photo Editing, Event Planning, Event Management, Business Events, Public Speaking, Time Management, Radio, Advertising, Final Cut Pro, Marketing, Voice Over
Education
University of North Florida 2007 — 2011
Bachelor of Arts, Communication; Electronic
Florida State College at Jacksonville 2004 — 2007
Associates, Communication
Sandalwood High School 1997 — 2001
Diploma, General Education
Bruce Godbout's Fidelity Investments Experience September 2014 - Present
Job Sr. Security Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2014 - Present
CSC February 2010 - September 2014
Florida State University Foundation August 2008 - February 2010
Skills
CISSP, Security+, Virtualization, Information Security, CCENT, Intrusion Detection, Information Assurance, IPS, Information Technology, Windows Server, Cisco Technologies, VMware ESX, Security, Internet Security, Servers, VMware, Unix, Penetration Testing, Linux System..., C&A, Firewalls, Encryption, Information Security..., VPN, Network Administration, SharePoint, Disaster Recovery, Network Engineering, Computer Security, Windows System..., Linux, Computer Forensics, Windows, Active Directory, DNS, Server Architecture, Troubleshooting, Windows 7, Cloud Computing, System Administration, Network Security
Education
Florida State University 2007 — 2009
MS, Information Studies
Florida State University 2005 — 2007
Bachelor of Science (BS), Information Technology
Florida Atlantic University 2004 — 2005
AA
Fidelity Investments September 2014 - Present
CSC February 2010 - September 2014
Florida State University Foundation August 2008 - February 2010
Skills
CISSP, Security+, Virtualization, Information Security, CCENT, Intrusion Detection, Information Assurance, IPS, Information Technology, Windows Server, Cisco Technologies, VMware ESX, Security, Internet Security, Servers, VMware, Unix, Penetration Testing, Linux System..., C&A, Firewalls, Encryption, Information Security..., VPN, Network Administration, SharePoint, Disaster Recovery, Network Engineering, Computer Security, Windows System..., Linux, Computer Forensics, Windows, Active Directory, DNS, Server Architecture, Troubleshooting, Windows 7, Cloud Computing, System Administration, Network Security
Education
Florida State University 2007 — 2009
MS, Information Studies
Florida State University 2005 — 2007
Bachelor of Science (BS), Information Technology
Florida Atlantic University 2004 — 2005
AA
Jeffrey Styer, MBA's Fidelity Investments Experience April 2006 - March 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade March 2008 - Present
Fidelity Investments April 2006 - March 2008
Morgan Stanley April 2005 - March 2006
Lockheed Martin January 2003 - February 2005
United States Marine Corps July 1997 - July 2001
Skills
Financial Services, Investment Advisory, Investment Strategies, Investments, Sales, Wealth Management, Retirement Planning, Business Development, Financial Planning, Insurance
Education
Florida International University
Master of Business Administration (MBA)
Hodges University
Bachelor of Science, Management
TD Ameritrade March 2008 - Present
Fidelity Investments April 2006 - March 2008
Morgan Stanley April 2005 - March 2006
Lockheed Martin January 2003 - February 2005
United States Marine Corps July 1997 - July 2001
Skills
Financial Services, Investment Advisory, Investment Strategies, Investments, Sales, Wealth Management, Retirement Planning, Business Development, Financial Planning, Insurance
Education
Florida International University
Master of Business Administration (MBA)
Hodges University
Bachelor of Science, Management
Tyler S. Armstrong Tyler S. Armstrong's Fidelity Investments Experience June 2007 - January 2008
Job Portfolio Manager, AVP at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina April 2015 - Present
Wells Fargo June 2013 - April 2015
Encore Bank, N.A. June 2012 - February 2013
Capital Bank April 2011 - June 2012
Highbrow Investments January 2008 - April 2011
Fidelity Investments June 2007 - January 2008
Capital Bank June 2006 - May 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Credit, Finance, Technical Analysis, Risk Management, Banking, Equities, Commercial Real Estate..., MySQL, PHP, Quantitative Analytics, Credit Risk, Quantitative Analysis, Corporate Finance, NPV, IRR, DCF Valuation, LBO, Accretion/dilution, Credit Analysis
Education
Florida Gulf Coast University 2002 — 2007
Bachelor, Finance
Study Abroad Program 2005 — 2005
Roatán, Honduras
CFA Institute
CFA Level II Candidate
Bank of North Carolina April 2015 - Present
Wells Fargo June 2013 - April 2015
Encore Bank, N.A. June 2012 - February 2013
Capital Bank April 2011 - June 2012
Highbrow Investments January 2008 - April 2011
Fidelity Investments June 2007 - January 2008
Capital Bank June 2006 - May 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Credit, Finance, Technical Analysis, Risk Management, Banking, Equities, Commercial Real Estate..., MySQL, PHP, Quantitative Analytics, Credit Risk, Quantitative Analysis, Corporate Finance, NPV, IRR, DCF Valuation, LBO, Accretion/dilution, Credit Analysis
Education
Florida Gulf Coast University 2002 — 2007
Bachelor, Finance
Study Abroad Program 2005 — 2005
Roatán, Honduras
CFA Institute
CFA Level II Candidate
David Colby David Colby's Fidelity Investments Experience November 2008 - Present
Job Sr. Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Fidelity Investments August 2006 - November 2008
Fidelity Investments May 2005 - August 2006
Fidelity Investments August 2002 - May 2005
Putnam Investments July 2001 - July 2002
Northwestern Mutual January 2001 - July 2001
Skills
Financial Services, Insurance, Fixed Annuities, Financial Risk, Investments, Retirement, Securities, Strategic Financial..., Sales
Education
Florida Southern College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Fidelity Investments November 2008 - Present
Fidelity Investments August 2006 - November 2008
Fidelity Investments May 2005 - August 2006
Fidelity Investments August 2002 - May 2005
Putnam Investments July 2001 - July 2002
Northwestern Mutual January 2001 - July 2001
Skills
Financial Services, Insurance, Fixed Annuities, Financial Risk, Investments, Retirement, Securities, Strategic Financial..., Sales
Education
Florida Southern College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Jean-Desir Fils, Jr.'s Fidelity Investments Experience January 2014 - Present
Job Founder at Magnitax.com
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Magnitax.com December 2010 - Present
Skills
Series 7, Series 63, Series 65, International Business, Investments, Start-up Consulting, Marketing, Marketing Strategy, Online Advertising, Social Media Marketing, SEO, Entrepreneurship, SEM, Search Engine Ranking, Traditional Media, French, Corporate Finance, Financial Analysis, Financial Modeling, Commercial Real Estate..., Financial Services
Education
Florida International University 2012 — 2012
Bachelor of Arts (B.A.), French
Jacksonville University 2006 — 2010
Bachelor of Business Administration, Management
Fidelity Investments January 2014 - Present
Magnitax.com December 2010 - Present
Skills
Series 7, Series 63, Series 65, International Business, Investments, Start-up Consulting, Marketing, Marketing Strategy, Online Advertising, Social Media Marketing, SEO, Entrepreneurship, SEM, Search Engine Ranking, Traditional Media, French, Corporate Finance, Financial Analysis, Financial Modeling, Commercial Real Estate..., Financial Services
Education
Florida International University 2012 — 2012
Bachelor of Arts (B.A.), French
Jacksonville University 2006 — 2010
Bachelor of Business Administration, Management
Vincent Marchione Vincent Marchione's Fidelity Investments Experience October 1990 - December 1999
Job Senior Vice President Wealth Management at Comerica Bank
Industry Financial Services
Experience
Comerica Bank February 2010 - Present
Bank of America Merrill Lynch May 2001 - February 2010
Bank of America May 2001 - February 2010
Fidelity Investments October 1990 - December 1999
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Investment Strategies, Risk Management..., High Net Worth..., Banking, Financial Planning, Credit, Loans, Customer Service, Management, Finance, Business Development
Education
Florida Atlantic University
Accounting and Finance and Economics
Florida State University
Comerica Bank February 2010 - Present
Bank of America Merrill Lynch May 2001 - February 2010
Bank of America May 2001 - February 2010
Fidelity Investments October 1990 - December 1999
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Investment Strategies, Risk Management..., High Net Worth..., Banking, Financial Planning, Credit, Loans, Customer Service, Management, Finance, Business Development
Education
Florida Atlantic University
Accounting and Finance and Economics
Florida State University
Derek Oxford Derek Oxford's Fidelity Investments Experience September 2007 - July 2008
Job CERTIFIED FINANCIAL PLANNER™ and Portfolio Analyst at CPS Investment Advisors
Industry Financial Services
Experience
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
CPS Investment Advisors July 2008 - Present
Fidelity Investments September 2007 - July 2008
Merrill Lynch August 2006 - September 2007
Merrill Lynch Insurance Group March 2005 - March 2006
Education
Florida State University - College of Business 2002 — 2004
Finance, Financial Markets
Florida Southern College 2000 — 2002
Business Administration, Finance
Fay Ramlawi Benton's Fidelity Investments Experience 2004 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Ramlawi Family Real Estate Trust 2008 - January 2014
Charles Schwab 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Business Strategy, Business Development, Process Improvement, P&L Analysis, P&L Management, Contract Negotiation, Project Management, Portfolio Management, Asset Management, Securities, Retirement Planning, Investments, Fixed Income, Customer Service
Education
University of Miami - School of Business
MBA, International Business
Florida International University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Merrill Lynch 2014 - Present
Ramlawi Family Real Estate Trust 2008 - January 2014
Charles Schwab 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Business Strategy, Business Development, Process Improvement, P&L Analysis, P&L Management, Contract Negotiation, Project Management, Portfolio Management, Asset Management, Securities, Retirement Planning, Investments, Fixed Income, Customer Service
Education
University of Miami - School of Business
MBA, International Business
Florida International University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Elizabeth (Brown) Frankland Elizabeth (Brown) Frankland's Fidelity Investments Experience May 2015 - Present
Job Senior Trade Support Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments April 2011 - May 2015
Fidelity Investments May 2014 - December 2014
Fidelity Investments October 2008 - April 2011
Fidelity Investments October 2007 - October 2008
Fidelity Investments November 2006 - October 2007
Citibank February 2006 - November 2006
Gap Inc./Old Navy May 2002 - February 2006
Skills
Series 7, Series 63, General Securities..., General Securities..., Investments, Securities, Actimize, NICE, Customer Service, Risk Assessment, Time Management, Microsoft Excel, PowerPoint, Regulatory Compliance, Event Planning, Microsoft Office
Education
Randolph Macon Woman's College 2002 — 2005
Bachelor's degree, Political Science and International Relations
University of Reading 2003 — 2004
Political Science and International Studies
Florida Community College at Jacksonville 1999 — 2002
Associate of Arts (AA), Business Administration and Management, General
Fidelity Investments May 2015 - Present
Fidelity Investments April 2011 - May 2015
Fidelity Investments May 2014 - December 2014
Fidelity Investments October 2008 - April 2011
Fidelity Investments October 2007 - October 2008
Fidelity Investments November 2006 - October 2007
Citibank February 2006 - November 2006
Gap Inc./Old Navy May 2002 - February 2006
Skills
Series 7, Series 63, General Securities..., General Securities..., Investments, Securities, Actimize, NICE, Customer Service, Risk Assessment, Time Management, Microsoft Excel, PowerPoint, Regulatory Compliance, Event Planning, Microsoft Office
Education
Randolph Macon Woman's College 2002 — 2005
Bachelor's degree, Political Science and International Relations
University of Reading 2003 — 2004
Political Science and International Studies
Florida Community College at Jacksonville 1999 — 2002
Associate of Arts (AA), Business Administration and Management, General
Donnie Toombs Donnie Toombs's Fidelity Investments Experience May 2014 - January 2015
Job Investment Consultant
Industry Financial Services
Experience
Scottrade February 2015 - Present
Fidelity Investments May 2014 - January 2015
Jackson Hewitt Tax Service Inc. December 2013 - April 2014
Huntington National Bank May 2013 - October 2013
Skills
Management, Sales, Customer Service, Financial Analysis, Risk Management, Process Improvement, Credit, Finance, Portfolio Management, Outlook, Investments, Mortgage Lending, Microsoft Office, Financial Planning, Access, Microsoft Word
Education
Florida Atlantic University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Northern Kentucky University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gateway Community and Technical College 2011 — 2012
Associate of Arts (AA), General Studies
Scottrade February 2015 - Present
Fidelity Investments May 2014 - January 2015
Jackson Hewitt Tax Service Inc. December 2013 - April 2014
Huntington National Bank May 2013 - October 2013
Skills
Management, Sales, Customer Service, Financial Analysis, Risk Management, Process Improvement, Credit, Finance, Portfolio Management, Outlook, Investments, Mortgage Lending, Microsoft Office, Financial Planning, Access, Microsoft Word
Education
Florida Atlantic University 2015 — 2017
Master of Business Administration (M.B.A.), International Business
Northern Kentucky University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Gateway Community and Technical College 2011 — 2012
Associate of Arts (AA), General Studies
James Lester II, MPA James Lester II, MPA's Fidelity Investments Experience February 2014 - Present
Job Inheritor Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
PB&J (Party, Benefit & Jam) July 2011 - Present
FFJB Music, LLC June 2008 - Present
PHH Corporation January 2013 - December 2013
Gordon Biersch - Seven Bridges Brewery of Jacksonville, FL July 2009 - January 2013
Awake Jacksonville Redistricting Group June 2011 - December 2011
Ramon Day for Florida State Senate District 1 August 2011 - September 2011
Project Run-off April 2011 - May 2011
Florida State Community College of Jacksonville August 2004 - August 2005
Skills
Strategic Planning, Community Organizing, Resource Development, Social Marketing, Intergovernmental..., Community Outreach, Non-profits, Fundraising, Event Planning, Public Speaking, Social Networking, Public Relations, Social Media, Grassroots Organizing, Media Relations, Service Industries, Event Management, Politics, Non-profit..., Non-profit Board..., Non-profit Management, Community Service, Organizational..., Research, Project Management, Records Management, Troubleshooting, Volunteer Recruiting, Mortgage Lending, Tax Returns, Income Tax, FHA, Investor Relations, Credit Analysis, Mortgage Servicing, Jumbo Mortgage, Client Relations Skills, Data Entry, Customer Service, Customer Satisfaction, Customer Experience, Teamwork, Team-oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, PowerPoint, Nonprofits
Education
University of North Florida 2009 — 2011
Masters, Public Administration, 3.89
University of North Florida 2006 — 2009
Bachelors, Political Science
Florida Community College at Jacksonville 2002 — 2005
Associates, Philosophy
Fidelity Investments February 2014 - Present
PB&J (Party, Benefit & Jam) July 2011 - Present
FFJB Music, LLC June 2008 - Present
PHH Corporation January 2013 - December 2013
Gordon Biersch - Seven Bridges Brewery of Jacksonville, FL July 2009 - January 2013
Awake Jacksonville Redistricting Group June 2011 - December 2011
Ramon Day for Florida State Senate District 1 August 2011 - September 2011
Project Run-off April 2011 - May 2011
Florida State Community College of Jacksonville August 2004 - August 2005
Skills
Strategic Planning, Community Organizing, Resource Development, Social Marketing, Intergovernmental..., Community Outreach, Non-profits, Fundraising, Event Planning, Public Speaking, Social Networking, Public Relations, Social Media, Grassroots Organizing, Media Relations, Service Industries, Event Management, Politics, Non-profit..., Non-profit Board..., Non-profit Management, Community Service, Organizational..., Research, Project Management, Records Management, Troubleshooting, Volunteer Recruiting, Mortgage Lending, Tax Returns, Income Tax, FHA, Investor Relations, Credit Analysis, Mortgage Servicing, Jumbo Mortgage, Client Relations Skills, Data Entry, Customer Service, Customer Satisfaction, Customer Experience, Teamwork, Team-oriented, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, PowerPoint, Nonprofits
Education
University of North Florida 2009 — 2011
Masters, Public Administration, 3.89
University of North Florida 2006 — 2009
Bachelors, Political Science
Florida Community College at Jacksonville 2002 — 2005
Associates, Philosophy
Benjamin LeCompte Benjamin LeCompte's Fidelity Investments Experience 2007 - 2014
Job Chief Financial and Operating Officer
Industry Leisure, Travel & Tourism
Experience
LeCompte Travel 2014 - Present
Fidelity Investments 2007 - 2014
Covey Center for the Arts August 2012 - December 2012
Self-Employed 2006 - 2007
Skills
Financial Analysis, Business Analysis, Leadership, Business Administration, Financial Planning, Bookkeeping, Project Management, Payroll, Operating Systems, Technical Support, Client Relations, Web Development
Education
Florida Institute of Technology 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, (GPA 3.66)
University of North Carolina School of the Arts 2001 — 2005
Bachelor of Fine Arts (BFA), Technical Theatre/Theatre Design and Technology, (GPA 3.62)
Proctor Academy 1997 — 2001
The New Community School 1994 — 1997
LeCompte Travel 2014 - Present
Fidelity Investments 2007 - 2014
Covey Center for the Arts August 2012 - December 2012
Self-Employed 2006 - 2007
Skills
Financial Analysis, Business Analysis, Leadership, Business Administration, Financial Planning, Bookkeeping, Project Management, Payroll, Operating Systems, Technical Support, Client Relations, Web Development
Education
Florida Institute of Technology 2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, (GPA 3.66)
University of North Carolina School of the Arts 2001 — 2005
Bachelor of Fine Arts (BFA), Technical Theatre/Theatre Design and Technology, (GPA 3.62)
Proctor Academy 1997 — 2001
The New Community School 1994 — 1997
Richard T. Seeger CFP®, MBA Richard T. Seeger CFP®, MBA's Fidelity Investments Experience August 2005 - August 2009
Job Registered Investment Adviser
Industry Financial Services
Experience
R. Seeger Wealth Management, Ltd September 2010 - Present
Fidelity Investments August 2005 - August 2009
Fidelity Investments January 2000 - July 2005
Fidelity Investments March 1996 - December 1999
National Financial May 1994 - February 1996
Skills
Mutual Funds, Fixed Annuities, Fixed Income, Financial Goals, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Portfolio Management, Securities, Finance, FINRA, Strategic Financial..., Wealth Management, ETFs, Asset Management, Asset Allocation, 401k, Investment Strategies
Education
Manhattan College 1997 — 1999
MBA, Finance
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration, Management
Nassau Community College 1987 — 1989
Associate in Science, Business
New York University
School of Continuing and Professional Studies, Trusts and Estates
Farmingdale High
R. Seeger Wealth Management, Ltd September 2010 - Present
Fidelity Investments August 2005 - August 2009
Fidelity Investments January 2000 - July 2005
Fidelity Investments March 1996 - December 1999
National Financial May 1994 - February 1996
Skills
Mutual Funds, Fixed Annuities, Fixed Income, Financial Goals, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Portfolio Management, Securities, Finance, FINRA, Strategic Financial..., Wealth Management, ETFs, Asset Management, Asset Allocation, 401k, Investment Strategies
Education
Manhattan College 1997 — 1999
MBA, Finance
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration, Management
Nassau Community College 1987 — 1989
Associate in Science, Business
New York University
School of Continuing and Professional Studies, Trusts and Estates
Farmingdale High
Chris Kelly's Fidelity Investments Experience August 2011 - August 2012
Job Talent Scout @ Adobe ☁
Industry Computer Software
Experience
Adobe March 2014 - Present
Betts Recruiting April 2013 - March 2014
Salesforce September 2012 - April 2013
Fidelity Investments August 2011 - August 2012
Fidelity Investments August 2010 - August 2011
Fidelity Investments November 2008 - August 2010
T-Mobile July 2006 - October 2008
Skills
Series 7, Series 63, Sales, Financial Services, Salesforce.com, Account Management, Customer Satisfaction, Customer Service, Relationship Management, CRM, Social Networking, SaaS, Sales Management, Dreamforce, Direct Sales, Software, Customer Retention, Investments, Cloud Computing, Social Media, Salesforce Marketing..., Marketing, Trade Shows, Technology, Start-ups, Recruiting, Cold Calling, Selling, Sales Operations, New Business Development, Social Media Marketing, Strategy, Digital Marketing, Strategic Planning, Lead Generation, Interviews
Education
Florida State University
BA, International Affairs, Economics concentration, Communication minor, College of Social Sciences and Public Policy
University of South Florida
General Studies, Mass Communication, Business
Adobe March 2014 - Present
Betts Recruiting April 2013 - March 2014
Salesforce September 2012 - April 2013
Fidelity Investments August 2011 - August 2012
Fidelity Investments August 2010 - August 2011
Fidelity Investments November 2008 - August 2010
T-Mobile July 2006 - October 2008
Skills
Series 7, Series 63, Sales, Financial Services, Salesforce.com, Account Management, Customer Satisfaction, Customer Service, Relationship Management, CRM, Social Networking, SaaS, Sales Management, Dreamforce, Direct Sales, Software, Customer Retention, Investments, Cloud Computing, Social Media, Salesforce Marketing..., Marketing, Trade Shows, Technology, Start-ups, Recruiting, Cold Calling, Selling, Sales Operations, New Business Development, Social Media Marketing, Strategy, Digital Marketing, Strategic Planning, Lead Generation, Interviews
Education
Florida State University
BA, International Affairs, Economics concentration, Communication minor, College of Social Sciences and Public Policy
University of South Florida
General Studies, Mass Communication, Business
Kyle Vanderwerf Kyle Vanderwerf's Fidelity Investments Experience November 2014 - Present
Job Financial Associate I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Advanced Orthopedics & Pain Management January 2011 - October 2014
Oakwood Animal Hospital & Wellness Clinic October 2007 - July 2010
Busch Wildlife Sanctuary June 2004 - January 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Environmental Awareness, Data Entry, Invoicing, Time Management, Outlook, Spreadsheets, Microsoft Office, PowerPoint, Emergency Management, CPT, Medical Terminology, Healthcare, Settlement Agreements, Negotiation, Medical Billing, Medical Records, Billing Systems, Environmental Studies, Volunteering, Wildlife Rehabilitation, Administrative..., File Management, Telephone Skills, Client Education, Teamwork, Fundraising, Volunteer Management, Filing, Data Analysis, Environmental Science, Animal Behavior, Administration, SPSS, Volunteer Training, Medical Office, Client Confidentiality, Research, Budgets
Education
Florida Atlantic University 2014 — 2016
Master of Public Administration (MPA)
Florida State University 2010 — 2011
Certificate, Emergency Management
Florida State University 2006 — 2009
Bachelor of Science (B.S.), Geography with a focus in Environmental Studies
Jupiter High School 2002 — 2006
High School Diploma, Environmental Studies
Fidelity Investments November 2014 - Present
Advanced Orthopedics & Pain Management January 2011 - October 2014
Oakwood Animal Hospital & Wellness Clinic October 2007 - July 2010
Busch Wildlife Sanctuary June 2004 - January 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, Environmental Awareness, Data Entry, Invoicing, Time Management, Outlook, Spreadsheets, Microsoft Office, PowerPoint, Emergency Management, CPT, Medical Terminology, Healthcare, Settlement Agreements, Negotiation, Medical Billing, Medical Records, Billing Systems, Environmental Studies, Volunteering, Wildlife Rehabilitation, Administrative..., File Management, Telephone Skills, Client Education, Teamwork, Fundraising, Volunteer Management, Filing, Data Analysis, Environmental Science, Animal Behavior, Administration, SPSS, Volunteer Training, Medical Office, Client Confidentiality, Research, Budgets
Education
Florida Atlantic University 2014 — 2016
Master of Public Administration (MPA)
Florida State University 2010 — 2011
Certificate, Emergency Management
Florida State University 2006 — 2009
Bachelor of Science (B.S.), Geography with a focus in Environmental Studies
Jupiter High School 2002 — 2006
High School Diploma, Environmental Studies
Maxwell Morelly Maxwell Morelly's Fidelity Investments Experience 2012 - 2013
Job Analyst at Supplier Works
Industry Financial Services
Experience
Blackline Group May 2014 - Present
Florida International Terminal September 2013 - January 2014
Fidelity Investments 2012 - 2013
Dora Industries Inc. d/b/a Gold Coast Chemical April 2010 - August 2010
Nike July 2009 - December 2009
Skills
Financial Analysis, Mutual Funds, Equities, Series 7, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement, Investments, Research, Securities, Finance, Fixed Income, Financial Markets, Financial Services, Options, FINRA, Leadership, Teamwork
Education
Florida State University 2010 — 2012
Bachelor of Science (B.S.), Applied Economics
Florida International University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Economics
Cypress
Blackline Group May 2014 - Present
Florida International Terminal September 2013 - January 2014
Fidelity Investments 2012 - 2013
Dora Industries Inc. d/b/a Gold Coast Chemical April 2010 - August 2010
Nike July 2009 - December 2009
Skills
Financial Analysis, Mutual Funds, Equities, Series 7, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Retirement, Investments, Research, Securities, Finance, Fixed Income, Financial Markets, Financial Services, Options, FINRA, Leadership, Teamwork
Education
Florida State University 2010 — 2012
Bachelor of Science (B.S.), Applied Economics
Florida International University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Economics
Cypress
STUART MCNALLY STUART MCNALLY's Fidelity Investments Experience May 2014 - June 2014
Job FDS Pricing Operations at Merril Lynch Inc
Industry Consumer Services
Experience
Merrill Lynch December 2014 - Present
Fidelity Investments May 2014 - June 2014
Publix Super Markets September 2008 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Creative Thinking, Communication Skills, Humility, Quantitative Analysis, Leadership, Sales, Networking, Marketing, Developing Business..., Management, Time Management, Teamwork, Data Entry, Inventory Management, Retail, Customer Satisfaction, Inventory Control, Merchandising, Cashiering, Visual Merchandising, Telephone Skills
Education
Florida State College at Jacksonville 2010 — 2012
B.A.S Management and Supervision, Business Administration and Management, General, 3.18
Merrill Lynch December 2014 - Present
Fidelity Investments May 2014 - June 2014
Publix Super Markets September 2008 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Creative Thinking, Communication Skills, Humility, Quantitative Analysis, Leadership, Sales, Networking, Marketing, Developing Business..., Management, Time Management, Teamwork, Data Entry, Inventory Management, Retail, Customer Satisfaction, Inventory Control, Merchandising, Cashiering, Visual Merchandising, Telephone Skills
Education
Florida State College at Jacksonville 2010 — 2012
B.A.S Management and Supervision, Business Administration and Management, General, 3.18
Andrea Wilbur, SPHR, SHRM-SCP Andrea Wilbur, SPHR, SHRM-SCP's Fidelity Investments Experience May 2007 - February 2009
Job Senior Recruitment Specialist at BASF
Industry Human Resources
Experience
BASF June 2012 - Present
Cisco Systems March 2012 - May 2012
Hewlett-Packard August 2011 - March 2012
IBM May 2010 - July 2011
Credit Suisse December 2009 - March 2010
Fidelity Investments May 2007 - February 2009
Florida Public Utilities February 2006 - May 2007
Quantum Resources 2004 - 2006
TIVA HealthCare 2002 - 2004
Citigroup 1996 - 2000
Skills
Senior Professional in..., Staff Management, Team Leadership, Operational Streamlining, Process / Productivity..., Corporate Compliance, Policies / Procedures, Recruiting and..., Payroll and Compensation, Benefit Design and..., Employee Relations, Performance and Merit..., Vendor Selection and..., Project Management, Change Management, Mergers and Acquisitions, Temporary Placement, Temporary Staffing, Deferred Compensation
Education
Florida State University
BA
BASF June 2012 - Present
Cisco Systems March 2012 - May 2012
Hewlett-Packard August 2011 - March 2012
IBM May 2010 - July 2011
Credit Suisse December 2009 - March 2010
Fidelity Investments May 2007 - February 2009
Florida Public Utilities February 2006 - May 2007
Quantum Resources 2004 - 2006
TIVA HealthCare 2002 - 2004
Citigroup 1996 - 2000
Skills
Senior Professional in..., Staff Management, Team Leadership, Operational Streamlining, Process / Productivity..., Corporate Compliance, Policies / Procedures, Recruiting and..., Payroll and Compensation, Benefit Design and..., Employee Relations, Performance and Merit..., Vendor Selection and..., Project Management, Change Management, Mergers and Acquisitions, Temporary Placement, Temporary Staffing, Deferred Compensation
Education
Florida State University
BA
Shaunte Nichols Shaunte Nichols's Fidelity Investments Experience June 2007 - August 2007
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo August 2010 - July 2013
JP Morgan Chase June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Metlife Insurance June 2006 - August 2006
Skills
Credit Analysis, Financial Analysis, Banking, Equities, Financial Modeling, Credit, Valuation, Loans, Underwriting, Mortgage Lending, Series 7, Investments
Education
Florida Agricultural and Mechanical University
Masters in Business Administration, Finance
Wells Fargo December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo August 2010 - July 2013
JP Morgan Chase June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Metlife Insurance June 2006 - August 2006
Skills
Credit Analysis, Financial Analysis, Banking, Equities, Financial Modeling, Credit, Valuation, Loans, Underwriting, Mortgage Lending, Series 7, Investments
Education
Florida Agricultural and Mechanical University
Masters in Business Administration, Finance
Trish Thweatt Trish Thweatt's Fidelity Investments Experience September 2006 - February 2008
Job Support Specialist at Michaels Arts and Crafts
Industry Retail
Experience
Michaels Arts and Crafts July 2013 - Present
Michaels Arts and Crafts July 2011 - July 2013
AT&T March 2010 - October 2010
Fidelity Investments September 2006 - February 2008
AOL April 2000 - May 2006
Episcopal Children's Services, Inc. October 1989 - May 1993
Skills
Store Management, Customer Experience, Customer Satisfaction, Customer Service, Retail, Merchandising, Call Centers, Management, Marketing Strategy, Sales, Performance Management, Operations Management, Desktop Application..., Connectivity Solutions, Remote Troubleshooting, Windows Remote Desktop, Calibration, Curriculum Development, Early Childhood..., Child Development, Analysis, Customer Retention, Troubleshooting, Time Management, Inventory Management, Team Management, Help Desk Support, Training, Outlook, Telephone Skills, Sales Operations, Leadership, Employee Training, Hiring, Team Leadership, Technical Support, Administration, Security, Recruiting, Team Building, Teamwork, Data Entry, Process Scheduler, Hardware, Cold Calling, Interviews, Social Networking, Access, Profit
Education
Jones College-Jacksonville 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Florida Community College at Jacksonville 1996 — 1998
FBHS
FBHS
FBHS
FBHS
Michaels Arts and Crafts July 2013 - Present
Michaels Arts and Crafts July 2011 - July 2013
AT&T March 2010 - October 2010
Fidelity Investments September 2006 - February 2008
AOL April 2000 - May 2006
Episcopal Children's Services, Inc. October 1989 - May 1993
Skills
Store Management, Customer Experience, Customer Satisfaction, Customer Service, Retail, Merchandising, Call Centers, Management, Marketing Strategy, Sales, Performance Management, Operations Management, Desktop Application..., Connectivity Solutions, Remote Troubleshooting, Windows Remote Desktop, Calibration, Curriculum Development, Early Childhood..., Child Development, Analysis, Customer Retention, Troubleshooting, Time Management, Inventory Management, Team Management, Help Desk Support, Training, Outlook, Telephone Skills, Sales Operations, Leadership, Employee Training, Hiring, Team Leadership, Technical Support, Administration, Security, Recruiting, Team Building, Teamwork, Data Entry, Process Scheduler, Hardware, Cold Calling, Interviews, Social Networking, Access, Profit
Education
Jones College-Jacksonville 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Florida Community College at Jacksonville 1996 — 1998
FBHS
FBHS
FBHS
FBHS
Kelly Wilson Kelly Wilson's Fidelity Investments Experience September 2011 - March 2014
Job Recruiting professional
Industry Human Resources
Experience
Fidelity Investments September 2011 - March 2014
DynCorp International May 2011 - July 2011
Percepta June 2005 - September 2010
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Employee Relations, Applicant Tracking..., Sourcing, College Recruiting, Taleo, HR Consulting, Organizational..., Internet Recruiting, Job Analysis, HRIS, Staffing Services, Screening Resumes, Call Center, Contract Recruitment, Behavioral Interviewing, Interviews, Call Centers, Management, Human Resources, Onboarding, Technical Recruiting, Temporary Placement, Succession Planning, Performance Management, Employee Benefits, Deferred Compensation, Benefits Administration
Education
Florida Institute of Technology 2002 — 2004
Masters, Industrial/Organizational Psychology
Pittsburg State University 1997 — 2001
BS, Psychology
Louisburg High 1994 — 1997
Fidelity Investments September 2011 - March 2014
DynCorp International May 2011 - July 2011
Percepta June 2005 - September 2010
Skills
Talent Management, Talent Acquisition, Employee Engagement, Recruiting, Employee Relations, Applicant Tracking..., Sourcing, College Recruiting, Taleo, HR Consulting, Organizational..., Internet Recruiting, Job Analysis, HRIS, Staffing Services, Screening Resumes, Call Center, Contract Recruitment, Behavioral Interviewing, Interviews, Call Centers, Management, Human Resources, Onboarding, Technical Recruiting, Temporary Placement, Succession Planning, Performance Management, Employee Benefits, Deferred Compensation, Benefits Administration
Education
Florida Institute of Technology 2002 — 2004
Masters, Industrial/Organizational Psychology
Pittsburg State University 1997 — 2001
BS, Psychology
Louisburg High 1994 — 1997
Dennis McGinley Dennis McGinley's Fidelity Investments Experience December 2013 - Present
Job Private Client Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments December 2013 - Present
GFI Group April 2012 - November 2012
Knight Capital Group January 2000 - March 2012
Knight Capital Group January 1998 - January 2000
Skills
Licensed Financial..., Extensive institutional..., Track record of..., Interdepartmenrtal..., Well developed..., Proven ability to..., Management, Equities, Capital Markets, Trading
Education
Florida Southern College
Bachelor of Science (BS), Business/Sports Mgmt
Florida Southern College
B.A, Business & Sports Management
Fidelity Investments December 2013 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments December 2013 - Present
GFI Group April 2012 - November 2012
Knight Capital Group January 2000 - March 2012
Knight Capital Group January 1998 - January 2000
Skills
Licensed Financial..., Extensive institutional..., Track record of..., Interdepartmenrtal..., Well developed..., Proven ability to..., Management, Equities, Capital Markets, Trading
Education
Florida Southern College
Bachelor of Science (BS), Business/Sports Mgmt
Florida Southern College
B.A, Business & Sports Management
Souriya Khaophachanh Souriya Khaophachanh's Fidelity Investments Experience October 2012 - February 2015
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Fidelity Investments October 2012 - February 2015
Fidelity Investments July 2013 - January 2015
Fidelity Investments August 2010 - January 2013
PHH Mortgage Corporation January 2010 - June 2010
Superior Image Physical Fitness June 2006 - January 2010
Merrill Lynch Credit Corporation June 2000 - January 2010
Skills
Banking, Credit, Risk Management, Portfolio Management, Loans, Finance, Mortgage Lending, Financial Risk, Analysis, Leadership, Training, Equities, Management, Cash Management, Securities, Series 63, Series 7, Investments, Financial Services, Microsoft Office, Microsoft Excel, Mutual Funds
Education
Florida State College at Jacksonville
Associate of Art
Northwestern Mutual February 2015 - Present
Fidelity Investments October 2012 - February 2015
Fidelity Investments July 2013 - January 2015
Fidelity Investments August 2010 - January 2013
PHH Mortgage Corporation January 2010 - June 2010
Superior Image Physical Fitness June 2006 - January 2010
Merrill Lynch Credit Corporation June 2000 - January 2010
Skills
Banking, Credit, Risk Management, Portfolio Management, Loans, Finance, Mortgage Lending, Financial Risk, Analysis, Leadership, Training, Equities, Management, Cash Management, Securities, Series 63, Series 7, Investments, Financial Services, Microsoft Office, Microsoft Excel, Mutual Funds
Education
Florida State College at Jacksonville
Associate of Art
Brendan Calamito's Fidelity Investments Experience May 2013 - August 2013
Job Margins Operations Intern at Fidelity Investments
Industry Financial Services
Experience
Sigma Alpha Epsilon FL Gamma January 2014 - Present
Sigma Alpha Epsilon FL Gamma January 2013 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Leadership, Budget Monitoring, Budgets
Education
Florida Southern College 2012 — 2016
Bachelor of Business Administration (BBA), International Business
Sigma Alpha Epsilon FL Gamma January 2014 - Present
Sigma Alpha Epsilon FL Gamma January 2013 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Leadership, Budget Monitoring, Budgets
Education
Florida Southern College 2012 — 2016
Bachelor of Business Administration (BBA), International Business
Timothy Myers Timothy Myers's Fidelity Investments Experience June 2005 - Present
Job
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Skills
Retirement, Pensions
Education
Florida Gulf Coast University 2000 — 2001
Gordon College 1995 — 2000
Bachelor of Science
Fidelity Investments June 2005 - Present
Skills
Retirement, Pensions
Education
Florida Gulf Coast University 2000 — 2001
Gordon College 1995 — 2000
Bachelor of Science
Bennett Decima's Fidelity Investments Experience January 2015 - April 2015
Job PTDS Level 1 Help Desk Support at SunGard
Industry Consumer Services
Experience
SunGard Financial Systems July 2015 - Present
Fidelity Investments January 2015 - April 2015
Manco and Manco May 2008 - August 2013
Atlantic Riding Center for the Handicapped 2005 - 2009
Education
Florida Atlantic University 2012 — 2014
Bachelor of Arts (B.A.), Geography
Palm Beach State College 2009 — 2012
Associate of Arts (A.A.), General Studies
Ocean City High School 2005 — 2009
SunGard Financial Systems July 2015 - Present
Fidelity Investments January 2015 - April 2015
Manco and Manco May 2008 - August 2013
Atlantic Riding Center for the Handicapped 2005 - 2009
Education
Florida Atlantic University 2012 — 2014
Bachelor of Arts (B.A.), Geography
Palm Beach State College 2009 — 2012
Associate of Arts (A.A.), General Studies
Ocean City High School 2005 — 2009
Catherine Aquilina Catherine Aquilina's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Florida Southern College August 2013 - May 2015
Florida Southern College August 2011 - May 2015
Main Street Inc. October 2014 - December 2014
Espinoza Law Firm January 2014 - April 2014
bebe stores May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Community Outreach, Critical Thinking, Facebook, Higher Education, Leadership, Event Planning, Organizational..., Student Affairs, Microsoft Office, Time Management, Fundraising
Education
Florida Southern College 2011 — 2015
Bachelor of Arts (BA) and Bachelor of Science (BS), Economics, Political Science, Business Administration, Senior
John Cabot University 2013 — 2013
Semester Abroad, Italian
Fidelity Investments June 2015 - Present
Florida Southern College August 2013 - May 2015
Florida Southern College August 2011 - May 2015
Main Street Inc. October 2014 - December 2014
Espinoza Law Firm January 2014 - April 2014
bebe stores May 2012 - August 2012
Skills
PowerPoint, Public Speaking, Research, Community Outreach, Critical Thinking, Facebook, Higher Education, Leadership, Event Planning, Organizational..., Student Affairs, Microsoft Office, Time Management, Fundraising
Education
Florida Southern College 2011 — 2015
Bachelor of Arts (BA) and Bachelor of Science (BS), Economics, Political Science, Business Administration, Senior
John Cabot University 2013 — 2013
Semester Abroad, Italian
Chandrasekar Puligari's Fidelity Investments Experience July 2012 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments March 2005 - June 2012
Skills
SQL, Agile Methodologies, XML, Spring, Requirements Analysis, SDLC, Process Improvement, Java Enterprise Edition, SOA, Business Analysis, Oracle, Unix, PL/SQL, Software Project..., Vendor Management
Education
Florida International University 2003 — 2005
Jawaharlal Nehru Technological University
Fidelity Investments July 2012 - Present
Fidelity Investments March 2005 - June 2012
Skills
SQL, Agile Methodologies, XML, Spring, Requirements Analysis, SDLC, Process Improvement, Java Enterprise Edition, SOA, Business Analysis, Oracle, Unix, PL/SQL, Software Project..., Vendor Management
Education
Florida International University 2003 — 2005
Jawaharlal Nehru Technological University
Lindsay Cofield-Solie's Fidelity Investments Experience January 2008 - June 2008
Job Private Bank Client Service at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase January 2010 - Present
Northwestern Mutual Investment Services (The McTigue Financial Group) June 2008 - April 2010
Fidelity Investments January 2008 - June 2008
AmSouth Bank/ Regions Bank November 2006 - January 2008
Skills
Investments, Series 7, Series 63, Insurance, Portfolio Management, Banking, Microsoft Excel, Financial Services, Credit, Cash Management, Wealth Management, Outlook, Financial Analysis, Retirement Planning, PowerPoint, Microsoft Office
Education
Florida State University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Florida Coastal School of Law
JP Morgan Chase January 2010 - Present
Northwestern Mutual Investment Services (The McTigue Financial Group) June 2008 - April 2010
Fidelity Investments January 2008 - June 2008
AmSouth Bank/ Regions Bank November 2006 - January 2008
Skills
Investments, Series 7, Series 63, Insurance, Portfolio Management, Banking, Microsoft Excel, Financial Services, Credit, Cash Management, Wealth Management, Outlook, Financial Analysis, Retirement Planning, PowerPoint, Microsoft Office
Education
Florida State University 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Florida Coastal School of Law
William Naughton's Fidelity Investments Experience February 2011 - Present
Job QA Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments June 2010 - February 2011
Fidelity Investments Systems Company October 2005 - June 2010
OLMSTEAD ASSOCIATES, INC October 2005 - June 2010
Fidelity Investments October 2005 - June 2010
Evergreen Investments January 2003 - October 2005
CIBER, INC July 2002 - January 2003
Evergreen Investments July 2002 - January 2003
Brown Brothers Harriman October 1998 - July 2002
Brown Brothers Harriman January 2001 - January 2002
Skills
Quality Center, Agile Testing, Quality Assurance, Testing, Test Director, QTP, ATDD, Scrum, Certified Scrum Master..., SharePoint, Management, Software Documentation, Agile Methodologies, Visio, Test Planning, System Testing, Regression Testing, Test Management, Manual Testing, Integration, User Acceptance Testing, HP Quality Center
Education
NORTHEASTERN UNIVERSITY 2000 — 2000
Certificate, Computer Systems Specialist Program
Florida Atlantic University
B.S, Business; Finance
Fidelity Investments February 2011 - Present
Fidelity Investments June 2010 - February 2011
Fidelity Investments Systems Company October 2005 - June 2010
OLMSTEAD ASSOCIATES, INC October 2005 - June 2010
Fidelity Investments October 2005 - June 2010
Evergreen Investments January 2003 - October 2005
CIBER, INC July 2002 - January 2003
Evergreen Investments July 2002 - January 2003
Brown Brothers Harriman October 1998 - July 2002
Brown Brothers Harriman January 2001 - January 2002
Skills
Quality Center, Agile Testing, Quality Assurance, Testing, Test Director, QTP, ATDD, Scrum, Certified Scrum Master..., SharePoint, Management, Software Documentation, Agile Methodologies, Visio, Test Planning, System Testing, Regression Testing, Test Management, Manual Testing, Integration, User Acceptance Testing, HP Quality Center
Education
NORTHEASTERN UNIVERSITY 2000 — 2000
Certificate, Computer Systems Specialist Program
Florida Atlantic University
B.S, Business; Finance
Brian Boston's Fidelity Investments Experience May 2012 - Present
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments September 2010 - May 2012
Fidelity Investments January 2009 - August 2010
Fidelity Investments January 2008 - December 2008
Neiman Marcus June 2007 - November 2007
Skills
Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, Accounting, Bloomberg, Valuation, Equities, Investments, Variance Analysis, Corporate Finance, Process Improvement, Lean Operations, Management, Cash Management
Education
Florida Agricultural and Mechanical University 2002 — 2006
Bachelor's of Science, Accounting
Fidelity Investments May 2012 - Present
Fidelity Investments September 2010 - May 2012
Fidelity Investments January 2009 - August 2010
Fidelity Investments January 2008 - December 2008
Neiman Marcus June 2007 - November 2007
Skills
Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, Accounting, Bloomberg, Valuation, Equities, Investments, Variance Analysis, Corporate Finance, Process Improvement, Lean Operations, Management, Cash Management
Education
Florida Agricultural and Mechanical University 2002 — 2006
Bachelor's of Science, Accounting
Lloyd Grable's Fidelity Investments Experience April 2000 - December 2012
Job Safety Manager at Gaffin Industrial Services Inc.
Industry Environmental Services
Experience
Gaffin Industrial Services Inc. July 2013 - Present
Fidelity Investments April 2000 - December 2012
Skills
Disaster Recovery, Powershell, Microsoft Exchange, Blackberry Enterprise..., Enterprise Vault, Windows Server, VMware, Data Center, Software Documentation, Active Directory, DNS, Citrix
Education
Florida Southern College 1991 — 1995
Bachelor of Science (B.S.)
The McCallie School 1984 — 1988
Gaffin Industrial Services Inc. July 2013 - Present
Fidelity Investments April 2000 - December 2012
Skills
Disaster Recovery, Powershell, Microsoft Exchange, Blackberry Enterprise..., Enterprise Vault, Windows Server, VMware, Data Center, Software Documentation, Active Directory, DNS, Citrix
Education
Florida Southern College 1991 — 1995
Bachelor of Science (B.S.)
The McCallie School 1984 — 1988
David Paton's Fidelity Investments Experience August 2007 - February 2009
Job President/Owner at Paton Consulting Services Corporation
Industry Information Technology and Services
Experience
Paton Consulting Services Corporation August 2008 - Present
Fidelity Investments August 2007 - February 2009
The Nielsen Company January 1999 - January 2007
The Nielsen Company January 1999 - January 2002
Vela Corporation January 1998 - January 1999
Harris Corporation January 1996 - January 1998
McDonnell Douglas January 1989 - January 1996
Planning Research Corporation January 1985 - January 1989
Burroughs Corporation December 1981 - November 1985
Education
Florida Institute of Technology 1993 — 1995
Master of Science, Computer Science
University of Central Florida 1979 — 1981
Bachelor of Science, Mechanical Engineering
Astronaut 1976 — 1979
Paton Consulting Services Corporation August 2008 - Present
Fidelity Investments August 2007 - February 2009
The Nielsen Company January 1999 - January 2007
The Nielsen Company January 1999 - January 2002
Vela Corporation January 1998 - January 1999
Harris Corporation January 1996 - January 1998
McDonnell Douglas January 1989 - January 1996
Planning Research Corporation January 1985 - January 1989
Burroughs Corporation December 1981 - November 1985
Education
Florida Institute of Technology 1993 — 1995
Master of Science, Computer Science
University of Central Florida 1979 — 1981
Bachelor of Science, Mechanical Engineering
Astronaut 1976 — 1979
Mark DiMarzio's Fidelity Investments Experience July 1999 - Present
Job Vice President, Risk, at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1999 - Present
Education
Florida Southern College 1990 — 1992
Fidelity Investments July 1999 - Present
Education
Florida Southern College 1990 — 1992
Alexander Tecle's Fidelity Investments Experience February 2013 - Present
Job Member of the Board of Directors at Dranoff International Two Piano Foundation
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Dranoff International Two Piano Foundation August 2012 - Present
Fidelity Investments May 2008 - February 2013
Tradeking January 2007 - May 2008
Education
Florida Atlantic University 2013 — 2015
Masters of Taxation, Taxation
Florida International University - College of Business Administration 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.81
Florida State University - College of Business 2002 — 2006
Bachelor of Science (BS), Finance and Accounting
Fidelity Investments February 2013 - Present
Dranoff International Two Piano Foundation August 2012 - Present
Fidelity Investments May 2008 - February 2013
Tradeking January 2007 - May 2008
Education
Florida Atlantic University 2013 — 2015
Masters of Taxation, Taxation
Florida International University - College of Business Administration 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.81
Florida State University - College of Business 2002 — 2006
Bachelor of Science (BS), Finance and Accounting
John MacLean CFP®'s Fidelity Investments Experience January 2006 - December 2013
Job Vice President Broker Dealer Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - December 2013
Education
Florida Atlantic University 2008 — 2009
Financial Planning, CFP®
University of Utah 1991 — 1993
Master of Science, Economics
University of Utah 1985 — 1990
Bacherlor of Science, Economics
San Ramon
San Ramon
Fidelity Investments January 2006 - December 2013
Education
Florida Atlantic University 2008 — 2009
Financial Planning, CFP®
University of Utah 1991 — 1993
Master of Science, Economics
University of Utah 1985 — 1990
Bacherlor of Science, Economics
San Ramon
San Ramon
Heather Carbone's Fidelity Investments Experience 2007 - 2008
Job Idealist
Industry Nonprofit Organization Management
Experience
Massage Envy Spa November 2013 - October 2014
Fidelity Investments 2007 - 2008
Skills
Leadership, Customer Service, Microsoft Excel, Strategic Planning, Research, Public Speaking, Program Management, Analysis, Strategy, Social Media
Education
Florida Gulf Coast University 2006 — 2007
BA, Sociology
Massage Envy Spa November 2013 - October 2014
Fidelity Investments 2007 - 2008
Skills
Leadership, Customer Service, Microsoft Excel, Strategic Planning, Research, Public Speaking, Program Management, Analysis, Strategy, Social Media
Education
Florida Gulf Coast University 2006 — 2007
BA, Sociology
Tamara Haseltine's Fidelity Investments Experience 1996 - 2002
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2002 - Present
Fidelity Investments 1996 - 2002
Mercer 1993 - 1996
Skills
Series 63, Retirement, 401k, Mutual Funds, Pensions, FINRA, Retirement Planning, Investments
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab June 2002 - Present
Fidelity Investments 1996 - 2002
Mercer 1993 - 1996
Skills
Series 63, Retirement, 401k, Mutual Funds, Pensions, FINRA, Retirement Planning, Investments
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ron McKenzie's Fidelity Investments Experience February 2009 - August 2015
Job At home at Retired and enjoying time with family
Industry Financial Services
Experience
Retired and enjoying time with family August 2015 - Present
Fidelity Investments February 2009 - August 2015
Fidelity Investments December 2003 - February 2009
Fidelity Investments 1995 - 2003
National Trust 1982 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Software Project..., Requirements Analysis, Business Process..., Quality Assurance, Business Intelligence, User Acceptance Testing, Vendor Management, Testing, Visio, Systems Analysis, Mutual Funds, Agile Methodologies
Education
Fleming College 1975 — 1977
Woodstock Collegiate Institute 1970 — 1975
Retired and enjoying time with family August 2015 - Present
Fidelity Investments February 2009 - August 2015
Fidelity Investments December 2003 - February 2009
Fidelity Investments 1995 - 2003
National Trust 1982 - 1994
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Software Project..., Requirements Analysis, Business Process..., Quality Assurance, Business Intelligence, User Acceptance Testing, Vendor Management, Testing, Visio, Systems Analysis, Mutual Funds, Agile Methodologies
Education
Fleming College 1975 — 1977
Woodstock Collegiate Institute 1970 — 1975
Edward Ulm's Fidelity Investments Experience December 1995 - December 2008
Job Sr. Software Engineer at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis February 2015 - Present
Veredus September 2014 - February 2015
Teradata September 2012 - September 2014
Veritude January 2011 - September 2012
HCL Technologies November 2010 - January 2011
NouvEON August 2010 - November 2010
InCentric Solutions December 2009 - August 2010
State of North Carolina Office of Information Technology Services (ITS) June 2009 - December 2009
Cisys 2009 - 2009
Fidelity Investments December 1995 - December 2008
Skills
C#, .NET, Visual Studio, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WinForms, Crystal Reports, SharePoint, Adobe Forms, Visual Basic, Flex, Middleware, Sybase, Oracle, J++, PowerBuilder, JavaScript, HTML, XML, Rapid Prototyping, VSS, ADO.NET, LINQ, SQL, Waterfall, ClearCase, ActionScript, Adobe Acrobat, N-tier, Web Services, IIS, SQL Server, AJAX, T-SQL, XSLT, MVC, SOAP, COM, SOA, Application Development, SSRS, Software Development, Stored Procedures, XSL, Application Architecture, GIS, Aprimo, Teradata, Microsoft SQL Server
Education
Florida Southern College 1985 — 1986
AS, Computer Programming
State University of New York College at Oneonta 1978 — 1982
BS, Business Economics
Oneonta High School
LexisNexis February 2015 - Present
Veredus September 2014 - February 2015
Teradata September 2012 - September 2014
Veritude January 2011 - September 2012
HCL Technologies November 2010 - January 2011
NouvEON August 2010 - November 2010
InCentric Solutions December 2009 - August 2010
State of North Carolina Office of Information Technology Services (ITS) June 2009 - December 2009
Cisys 2009 - 2009
Fidelity Investments December 1995 - December 2008
Skills
C#, .NET, Visual Studio, ASP.NET, ASP.NET MVC, ASP.NET AJAX, WinForms, Crystal Reports, SharePoint, Adobe Forms, Visual Basic, Flex, Middleware, Sybase, Oracle, J++, PowerBuilder, JavaScript, HTML, XML, Rapid Prototyping, VSS, ADO.NET, LINQ, SQL, Waterfall, ClearCase, ActionScript, Adobe Acrobat, N-tier, Web Services, IIS, SQL Server, AJAX, T-SQL, XSLT, MVC, SOAP, COM, SOA, Application Development, SSRS, Software Development, Stored Procedures, XSL, Application Architecture, GIS, Aprimo, Teradata, Microsoft SQL Server
Education
Florida Southern College 1985 — 1986
AS, Computer Programming
State University of New York College at Oneonta 1978 — 1982
BS, Business Economics
Oneonta High School
Paul A. Davidson's Fidelity Investments Experience November 2013 - June 2014
Job Park Manager II at Broward County
Industry Government Administration
Experience
Broward County Government August 2015 - Present
Fidelity Investments November 2013 - June 2014
Town of Davie July 2011 - October 2013
Town of Davie June 2006 - November 2011
Sheraton April 2005 - October 2005
Seminole Hard Rock Hotel & Casino May 2004 - April 2005
Skills
QuickBooks, Recruiting, Microsoft Excel, Leadership, Payroll, Management, Hiring, Accounting, Budgets, CRM, Outlook, Microsoft Office, Customer Service, Analysis, Internal Controls, Teamwork, Forecasting, Finance, Strategic Planning, Process Improvement, Operations Management, Project Management, Business Analysis, Leadership Development, Tax Preparation, Business Strategy, Accounts Receivable, Human Resources, Financial Reporting, Accounts Payable, Financial Analysis, Data Entry, Sales, Training
Education
Florida Atlantic University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Business/Management
Broward County Government August 2015 - Present
Fidelity Investments November 2013 - June 2014
Town of Davie July 2011 - October 2013
Town of Davie June 2006 - November 2011
Sheraton April 2005 - October 2005
Seminole Hard Rock Hotel & Casino May 2004 - April 2005
Skills
QuickBooks, Recruiting, Microsoft Excel, Leadership, Payroll, Management, Hiring, Accounting, Budgets, CRM, Outlook, Microsoft Office, Customer Service, Analysis, Internal Controls, Teamwork, Forecasting, Finance, Strategic Planning, Process Improvement, Operations Management, Project Management, Business Analysis, Leadership Development, Tax Preparation, Business Strategy, Accounts Receivable, Human Resources, Financial Reporting, Accounts Payable, Financial Analysis, Data Entry, Sales, Training
Education
Florida Atlantic University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Business/Management
Priya Palakkal's Fidelity Investments Experience September 2006 - December 2008
Job Independent Consultant
Industry Information Technology and Services
Experience
Self Employed January 2009 - Present
Fidelity Investments September 2006 - December 2008
Progress Software June 2006 - August 2006
Software Architects, Inc. August 1995 - August 2001
Education
Florida Institute of Technology 1993 — 1995
Masters, Computer Science
Government College of Engineering, Madras University 1987 — 1991
Bachelors of Engineering, Electronics and Communications Engineering
Self Employed January 2009 - Present
Fidelity Investments September 2006 - December 2008
Progress Software June 2006 - August 2006
Software Architects, Inc. August 1995 - August 2001
Education
Florida Institute of Technology 1993 — 1995
Masters, Computer Science
Government College of Engineering, Madras University 1987 — 1991
Bachelors of Engineering, Electronics and Communications Engineering
David Buslinger's Fidelity Investments Experience June 2007 - August 2010
Job Director, Operating Systems Support
Industry Financial Services
Experience
Fidelity Investments June 2007 - August 2010
LabCorp April 1998 - June 2007
VF, ITS 1993 - 1998
FPL May 1986 - November 1993
Skills
Vendor Management, Program Management, Software Project..., Databases, Process Improvement, SharePoint, Disaster Recovery, Project Management, SDLC, Data Modeling, SQL, Enterprise Architecture, Business Analysis, Business Intelligence, Unix, Visio, Analysis, Outsourcing, Data Management, Team Building, Quality Assurance, Database Administration, Strategic Planning, Integration, Data Warehousing, Data Analysis, Software Documentation, Leadership, Business Process..., Access, IT Management
Education
Florida International University 1990 — 1992
BA, Economics
Fidelity Investments June 2007 - August 2010
LabCorp April 1998 - June 2007
VF, ITS 1993 - 1998
FPL May 1986 - November 1993
Skills
Vendor Management, Program Management, Software Project..., Databases, Process Improvement, SharePoint, Disaster Recovery, Project Management, SDLC, Data Modeling, SQL, Enterprise Architecture, Business Analysis, Business Intelligence, Unix, Visio, Analysis, Outsourcing, Data Management, Team Building, Quality Assurance, Database Administration, Strategic Planning, Integration, Data Warehousing, Data Analysis, Software Documentation, Leadership, Business Process..., Access, IT Management
Education
Florida International University 1990 — 1992
BA, Economics
Morris Gordon's Fidelity Investments Experience June 2007 - October 2007
Job Investment Banking Professional
Industry Investment Banking
Experience
Merrill Lynch November 2007 - January 2009
Fidelity Investments June 2007 - October 2007
Education
Florida State College at Jacksonville 2000 — 2009
AA, Business
Merrill Lynch November 2007 - January 2009
Fidelity Investments June 2007 - October 2007
Education
Florida State College at Jacksonville 2000 — 2009
AA, Business
Eric Nordstrom's Fidelity Investments Experience 1995 - 2009
Job Senior Database Developer at OneShield
Industry Information Technology and Services
Experience
OneShield May 2009 - Present
Fidelity Investments 1995 - 2009
Northrop Grumman 1986 - 1995
Skills
Oracle, PL/SQL, JBoss Application Server, Systems Analysis, Databases, JDBC, Agile Methodologies, Unix, Requirements Analysis, XML, Data Modeling, Software Project..., Data Analysis, Business Analysis, Java, Software Development, SDLC, Project Management, SQL, Integration, Java Enterprise Edition, Data Warehousing, SOA, Web Services, UML, Websphere, JUnit, PowerDesigner, JSP, Ant
Education
Florida Institute of Technology 1991 — 1994
MS, Computer Science
Hofstra University 1982 — 1985
BS, Computer Science and Mathematics
OneShield May 2009 - Present
Fidelity Investments 1995 - 2009
Northrop Grumman 1986 - 1995
Skills
Oracle, PL/SQL, JBoss Application Server, Systems Analysis, Databases, JDBC, Agile Methodologies, Unix, Requirements Analysis, XML, Data Modeling, Software Project..., Data Analysis, Business Analysis, Java, Software Development, SDLC, Project Management, SQL, Integration, Java Enterprise Edition, Data Warehousing, SOA, Web Services, UML, Websphere, JUnit, PowerDesigner, JSP, Ant
Education
Florida Institute of Technology 1991 — 1994
MS, Computer Science
Hofstra University 1982 — 1985
BS, Computer Science and Mathematics
Fran Mirmina's Fidelity Investments Experience February 2010 - May 2012
Job Territory Manager at Global Surgical Solutions
Industry Medical Devices
Experience
Global Surgical Solutions February 2015 - Present
Black Diamond Medical / Global Surgical Solutions June 2012 - Present
Primerica June 2013 - Present
Primerica April 2013 - Present
Fidelity Investments February 2010 - May 2012
Fidelity Investments September 2010 - December 2010
Fidelity Investments February 2010 - September 2010
Northwestern Mutual Financial Network April 2009 - August 2009
Grubb & EllisPhoenix Realty Group June 2007 - April 2009
Skills
Investments, Risk Management, Sales, Mutual Funds, Retirement Planning, Life Insurance, Securities, IRAs, Finance, Financial Services, Training, Series 63, Fixed Annuities, Retirement, Real Estate, Fixed Income
Education
Florida State University 2004 — 2006
B.S., Real Estate
Florida Community College at 2002 — 2004
Associates, Liberal Arts
Global Surgical Solutions February 2015 - Present
Black Diamond Medical / Global Surgical Solutions June 2012 - Present
Primerica June 2013 - Present
Primerica April 2013 - Present
Fidelity Investments February 2010 - May 2012
Fidelity Investments September 2010 - December 2010
Fidelity Investments February 2010 - September 2010
Northwestern Mutual Financial Network April 2009 - August 2009
Grubb & EllisPhoenix Realty Group June 2007 - April 2009
Skills
Investments, Risk Management, Sales, Mutual Funds, Retirement Planning, Life Insurance, Securities, IRAs, Finance, Financial Services, Training, Series 63, Fixed Annuities, Retirement, Real Estate, Fixed Income
Education
Florida State University 2004 — 2006
B.S., Real Estate
Florida Community College at 2002 — 2004
Associates, Liberal Arts
Markeith Rowley's Fidelity Investments Experience August 2004 - August 2014
Job Financial Solutions Advisor, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Fidelity Investments August 2004 - August 2014
Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Financial Planning
Education
Florida Atlantic University 2013 — 2015
Johnson C. Smith University - JCSU 1992 — 1996
BS, Banking, Corporate, Finance, and Securities Law
Merrill Lynch March 2014 - Present
Fidelity Investments August 2004 - August 2014
Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Financial Planning
Education
Florida Atlantic University 2013 — 2015
Johnson C. Smith University - JCSU 1992 — 1996
BS, Banking, Corporate, Finance, and Securities Law
Beverly Toussi's Fidelity Investments Experience October 2000 - Present
Job Sr. Exec. Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Massachusetts General Hospital 1993 - December 1998
Skills
Outlook, PowerPoint, Administrative..., Microsoft Excel, Access, Microsoft Word
Education
Florida Keys Community College 1980 — 1981
Computer Science
Cathedral high school 1976 — 1980
High school
Fidelity Investments October 2000 - Present
Massachusetts General Hospital 1993 - December 1998
Skills
Outlook, PowerPoint, Administrative..., Microsoft Excel, Access, Microsoft Word
Education
Florida Keys Community College 1980 — 1981
Computer Science
Cathedral high school 1976 — 1980
High school
Dale Roe's Fidelity Investments Experience November 2006 - April 2007
Job Informatics Analyst Associate at BCBSNC
Industry Information Technology and Services
Experience
BCBSNC July 2012 - Present
eMergent Publishing July 2010 - Present
eMergent Publishing 2009 - Present
Humacyte March 2011 - July 2011
Talecris Biotherapeutics, Inc. October 2008 - March 2009
RHDonnelly August 2008 - October 2008
North Carolina, Department of Health and Human Services October 2007 - September 2008
Hill-Rom October 2006 - February 2008
Fidelity Investments November 2006 - April 2007
New Beginnings June 2006 - November 2006
Skills
Access, Word, SQL, HTML, Wordpress, CSS, VBA, Databases, Excel, PowerPoint, PHP, JavaScript, Photoshop, MySQL, SQL Server, Facebook, Web Development, SEO, Web Design, Microsoft Word, Microsoft SQL Server, Editing, Public Speaking, Research, Blogging, WordPress, Software Documentation, Web Applications, Data Analysis
Education
Florida International University 1988 — 1992
B.S., Communications
BCBSNC July 2012 - Present
eMergent Publishing July 2010 - Present
eMergent Publishing 2009 - Present
Humacyte March 2011 - July 2011
Talecris Biotherapeutics, Inc. October 2008 - March 2009
RHDonnelly August 2008 - October 2008
North Carolina, Department of Health and Human Services October 2007 - September 2008
Hill-Rom October 2006 - February 2008
Fidelity Investments November 2006 - April 2007
New Beginnings June 2006 - November 2006
Skills
Access, Word, SQL, HTML, Wordpress, CSS, VBA, Databases, Excel, PowerPoint, PHP, JavaScript, Photoshop, MySQL, SQL Server, Facebook, Web Development, SEO, Web Design, Microsoft Word, Microsoft SQL Server, Editing, Public Speaking, Research, Blogging, WordPress, Software Documentation, Web Applications, Data Analysis
Education
Florida International University 1988 — 1992
B.S., Communications
Tiffany Jones, CSM's Fidelity Investments Experience November 2012 - September 2015
Job Portfolio Analyst Associate at Blue Cross and Blue Shield of North Carolina
Industry Financial Services
Experience
Blue Cross and Blue Shield of North Carolina September 2015 - Present
Fidelity Investments November 2012 - September 2015
Fidelity Investments January 2012 - November 2012
Progress Energy January 2011 - December 2011
QinetiQ North America (pronounced Kih-Neh-Tic) October 2009 - October 2010
Blue Cross Blue Shield of North Carolina January 2008 - October 2009
Blue Cross Blue Shield of North Carolina January 2008 - October 2009
John Deere Construction & Forestry Division 2007 - 2007
North Carolina A&T State University 2006 - 2007
Skills
Microsoft Office, Visio, SharePoint, Systems Analysis, Technical Project..., MS Access, Access, Requirements Analysis, SDLC, Integration, Microsoft Excel, Project Planning, Analysis, Requirements Gathering, MS Project, Cross-functional Team..., Training, Enterprise Software, SQL, Databases, Business Analysis, Process Improvement, Business Requirements, Team Leadership, Management, Software Documentation, Windows, Program Management, Vendor Management, MySQL, Project Management, Software Project..., Data Analysis, Business Intelligence, PMP, Testing, Business Process, Business Process..., PMO
Education
North Carolina Agricultural and Technical State University 2006 — 2007
M.S., Industrial Technology (Information Technology)
Florida Agricultural and Mechanical University 2000 — 2005
B.S., Computer Information Systems
Stanton College Preparatory High School 1996 — 2000
High School
Blue Cross and Blue Shield of North Carolina September 2015 - Present
Fidelity Investments November 2012 - September 2015
Fidelity Investments January 2012 - November 2012
Progress Energy January 2011 - December 2011
QinetiQ North America (pronounced Kih-Neh-Tic) October 2009 - October 2010
Blue Cross Blue Shield of North Carolina January 2008 - October 2009
Blue Cross Blue Shield of North Carolina January 2008 - October 2009
John Deere Construction & Forestry Division 2007 - 2007
North Carolina A&T State University 2006 - 2007
Skills
Microsoft Office, Visio, SharePoint, Systems Analysis, Technical Project..., MS Access, Access, Requirements Analysis, SDLC, Integration, Microsoft Excel, Project Planning, Analysis, Requirements Gathering, MS Project, Cross-functional Team..., Training, Enterprise Software, SQL, Databases, Business Analysis, Process Improvement, Business Requirements, Team Leadership, Management, Software Documentation, Windows, Program Management, Vendor Management, MySQL, Project Management, Software Project..., Data Analysis, Business Intelligence, PMP, Testing, Business Process, Business Process..., PMO
Education
North Carolina Agricultural and Technical State University 2006 — 2007
M.S., Industrial Technology (Information Technology)
Florida Agricultural and Mechanical University 2000 — 2005
B.S., Computer Information Systems
Stanton College Preparatory High School 1996 — 2000
High School
Chris Pepin, CFA's Fidelity Investments Experience April 2011 - Present
Job Private Client Group Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Private Client Resources, LLC January 2011 - April 2011
Chase Manhattan Corporation June 2009 - January 2011
Fairfield County Bank May 2006 - May 2009
Wachovia, A Wells Fargo Company July 1997 - May 2006
A.G. Edwards & Sons, Inc. 1994 - 1997
Cohig 1992 - 1994
Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services
Education
Florida Institute of Technology 1988 — 1993
BS, Business
Fidelity Investments April 2011 - Present
Private Client Resources, LLC January 2011 - April 2011
Chase Manhattan Corporation June 2009 - January 2011
Fairfield County Bank May 2006 - May 2009
Wachovia, A Wells Fargo Company July 1997 - May 2006
A.G. Edwards & Sons, Inc. 1994 - 1997
Cohig 1992 - 1994
Skills
CFA, FINRA Series: 7, 9, 10, 26, 63 and 65, Insurance: Health, Life, Fixed and Variable..., Series 7, Insurance, Securities, Portfolio Management, Equities, Financial Modeling, Financial Analysis, Risk Management, Fixed Income, Coaching, Customer Relations, Due Diligence, Derivatives, Asset Management, Investments, Research, Financial Reporting, Wealth Management, Compliance, Corporate Finance, Analysis, Banking, Financial Planning, Mutual Funds, PowerPoint, Microsoft Office, Excel, Word, Series 63, Series 65, Strategic Financial..., Customer Service, Microsoft Excel, 401k, Financial Advisory, Retirement, Microsoft Word, Asset Allocation, Investment Management, Fixed Annuities, Financial Services
Education
Florida Institute of Technology 1988 — 1993
BS, Business
Denise Fallon's Fidelity Investments Experience June 2011 - Present
Job Executive Assistant FI Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
EMD Serono December 2010 - March 2011
Fidelity Investments January 1997 - June 2009
Skills
Management
Education
Florida Atlantic University 1982 — 1984
Bachelor Science, Health Administration
Lasell College 1976 — 1978
Associate Science, Medical Assistant Program
Fidelity Investments June 2011 - Present
EMD Serono December 2010 - March 2011
Fidelity Investments January 1997 - June 2009
Skills
Management
Education
Florida Atlantic University 1982 — 1984
Bachelor Science, Health Administration
Lasell College 1976 — 1978
Associate Science, Medical Assistant Program
Mehdi Katane's Fidelity Investments Experience January 2012 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments 2005 - Present
Dycom Industries January 2003 - 2005
Dycom Industries 2002 - 2003
Skills
Business Analysis, Business Continuity, CISA, Business Process..., CISSP, Databases, Disaster Recovery, Governance, ISO 27001, ITIL, Information Security..., Networking, Process Improvement, Project Management, Risk Management, SDLC, Security, Vendor Management, IT Audit, Program Management, Information Security
Education
Southern New Hampshire University 2012 — 2015
Master of Science (M.S.), Information Technology
Florida Atlantic University 2000 — 2004
BA, Computer Science
Lycee Hotelier de Toulouse 1998 — 1999
Hospitality Management
Casablanca American School 1981 — 1990
Brirish Standard Institute
ISO 27001 Lead Auditor
Information Systems Audit and Control Association (ISACA)
International Information Systems Security Certification Consortium (ISC)²
Fidelity Investments January 2012 - Present
Fidelity Investments 2005 - Present
Dycom Industries January 2003 - 2005
Dycom Industries 2002 - 2003
Skills
Business Analysis, Business Continuity, CISA, Business Process..., CISSP, Databases, Disaster Recovery, Governance, ISO 27001, ITIL, Information Security..., Networking, Process Improvement, Project Management, Risk Management, SDLC, Security, Vendor Management, IT Audit, Program Management, Information Security
Education
Southern New Hampshire University 2012 — 2015
Master of Science (M.S.), Information Technology
Florida Atlantic University 2000 — 2004
BA, Computer Science
Lycee Hotelier de Toulouse 1998 — 1999
Hospitality Management
Casablanca American School 1981 — 1990
Brirish Standard Institute
ISO 27001 Lead Auditor
Information Systems Audit and Control Association (ISACA)
International Information Systems Security Certification Consortium (ISC)²
Al Cobb's Fidelity Investments Experience 2007 - Present
Job Vice President & Senior Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
BMO Harris Bank 2004 - 2007
Charles Schwab 1987 - 2004
Southern Wealth Management 1985 - 1987
Education
Florida Atlantic University 2012 — 2015
MSAT - Master of Science in Accountancy, Taxation (pending), Accounting
Florida Atlantic University 2007 — 2009
MAcc - Master of Accountancy, Forensic Accounting
Kennesaw State University 2000 — 2002
Master of Business Administration (M.B.A.), International Business
Mercer University 1981 — 1985
Bachelor's Degree
Fidelity Investments 2007 - Present
BMO Harris Bank 2004 - 2007
Charles Schwab 1987 - 2004
Southern Wealth Management 1985 - 1987
Education
Florida Atlantic University 2012 — 2015
MSAT - Master of Science in Accountancy, Taxation (pending), Accounting
Florida Atlantic University 2007 — 2009
MAcc - Master of Accountancy, Forensic Accounting
Kennesaw State University 2000 — 2002
Master of Business Administration (M.B.A.), International Business
Mercer University 1981 — 1985
Bachelor's Degree
Vivek Vaidya's Fidelity Investments Experience 2012 - Present
Job Senior Network Engineer at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments 2012 - Present
Cisco 2006 - 2012
Siemens 2001 - 2006
Cisco 2000 - 2001
Lucent Technologies (as a Consultant) 1998 - 2000
Tata Consultancy Services 1996 - 1998
Skills
Network Security, SIP, Unified Communications, IP Phones, VPN, Routing, Switching, Cisco Call Manager, SRST, TCP/IP, CCNP, L2/L3 protocols, Agile Methodologies, Android, Software Quality..., Software Development, Cisco Technologies, Telecommunications
Education
Florida Atlantic University 2005 — 2006
MS, Computer Science
VJTI, Mumbai, India 1990 — 1994
BE, Electronics Engineering
Fidelity Investments 2012 - Present
Cisco 2006 - 2012
Siemens 2001 - 2006
Cisco 2000 - 2001
Lucent Technologies (as a Consultant) 1998 - 2000
Tata Consultancy Services 1996 - 1998
Skills
Network Security, SIP, Unified Communications, IP Phones, VPN, Routing, Switching, Cisco Call Manager, SRST, TCP/IP, CCNP, L2/L3 protocols, Agile Methodologies, Android, Software Quality..., Software Development, Cisco Technologies, Telecommunications
Education
Florida Atlantic University 2005 — 2006
MS, Computer Science
VJTI, Mumbai, India 1990 — 1994
BE, Electronics Engineering
Sandeep Reddy Muppidi's Fidelity Investments Experience May 2011 - Present
Job Senior Database Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
FedEx Express January 2011 - May 2011
Target base August 2010 - December 2010
Verizon Business January 2009 - July 2010
Education
Florida International University
MS, Electrical Engineering
Fidelity Investments May 2011 - Present
FedEx Express January 2011 - May 2011
Target base August 2010 - December 2010
Verizon Business January 2009 - July 2010
Education
Florida International University
MS, Electrical Engineering
Timothy Haagenson's Fidelity Investments Experience October 2006 - January 2009
Job Software Developer at DynCorp International
Industry Information Technology and Services
Experience
DynCorp International September 2011 - Present
Andromeda Systems Incorporated February 2009 - January 2012
Fidelity Investments October 2006 - January 2009
CitiStreet September 2004 - October 2006
Skills
Software Development, T-SQL, C#, ColdFusion, Web Services, .NET, Microsoft SQL Server, jQuery, SharePoint, SQL, Databases, PL/SQL, System Administration, XML, Web Applications, Requirements Analysis, Crystal Reports, HTML, VB.NET, ASP.NET MVC, Visual Basic, Oracle PL/SQL..., JavaScript, Entity Framework, Java, Query Optimization, XHTML, SVG, Sybase, MySQL, Troubleshooting, ASP.NET, Integration, Testing
Education
Western Governors University 2012 — 2014
Bachelor of Science (BS), Information Technology - Software
Florida State College at Jacksonville 2008 — 2011
Associate of Arts (A.A.), General Studies
DynCorp International September 2011 - Present
Andromeda Systems Incorporated February 2009 - January 2012
Fidelity Investments October 2006 - January 2009
CitiStreet September 2004 - October 2006
Skills
Software Development, T-SQL, C#, ColdFusion, Web Services, .NET, Microsoft SQL Server, jQuery, SharePoint, SQL, Databases, PL/SQL, System Administration, XML, Web Applications, Requirements Analysis, Crystal Reports, HTML, VB.NET, ASP.NET MVC, Visual Basic, Oracle PL/SQL..., JavaScript, Entity Framework, Java, Query Optimization, XHTML, SVG, Sybase, MySQL, Troubleshooting, ASP.NET, Integration, Testing
Education
Western Governors University 2012 — 2014
Bachelor of Science (BS), Information Technology - Software
Florida State College at Jacksonville 2008 — 2011
Associate of Arts (A.A.), General Studies
myra harris's Fidelity Investments Experience March 2008 - December 2010
Job CEO at LOOK N UP CREATIONS, LLC
Industry Banking
Experience
LOOK N UP CREATIONS, LLC May 2014 - Present
Fidelity Investments March 2008 - December 2010
Internal Revenue Service October 2006 - September 2007
CitiStreet April 1999 - October 2006
Bank of America June 1990 - April 1999
Bank of America June 1990 - April 1999
Skills
Banking, Customer Service, Credit Risk, Loans, Asset Management, Risk Management, Relationship Management, Retail Banking, Accounting, Financial Analysis, Mortgage Lending, Financial Services, Credit, Portfolio Management
Education
Edward waters college
Florida State College at Jacksonville
LOOK N UP CREATIONS, LLC May 2014 - Present
Fidelity Investments March 2008 - December 2010
Internal Revenue Service October 2006 - September 2007
CitiStreet April 1999 - October 2006
Bank of America June 1990 - April 1999
Bank of America June 1990 - April 1999
Skills
Banking, Customer Service, Credit Risk, Loans, Asset Management, Risk Management, Relationship Management, Retail Banking, Accounting, Financial Analysis, Mortgage Lending, Financial Services, Credit, Portfolio Management
Education
Edward waters college
Florida State College at Jacksonville
Eartha M. Graham, PMP's Fidelity Investments Experience 2001 - 2005
Job Experienced Program Manager/Professional Trainer
Industry Information Technology and Services
Experience
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
Neighborhood Housing Services of South Florida March 2010 - February 2011
Eileen Claman Inc. June 2007 - January 2010
Fidelity Investments 2001 - 2005
New England Financial 1999 - 2001
Evergreen Investments 1997 - 1999
State Street 1994 - 1997
State Street 1992 - 1994
State Street 1989 - 1992
Skills
Scope Management, Communications..., SDLC, Quality Assurance, Project Management, Team Building, Six Sigma, Leadership, MS Project, Business Analysis
Education
Wentworth Institute of Technology 2012 — 2013
Bachelors, Computer Science
Florida Atlantic University 2011 — 2011
Certificate, Lean Six Sigma
Boston University Corporate Education Center 2004 — 2004
Certificate, Project Management
Christina Prongue's Fidelity Investments Experience February 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Education
Florida State University 2010 — 2013
Bachelor of Science (BS), Finance/Management
Tallahassee Community College 2009 — 2010
Associate of Arts (A.A.), Business
Fidelity Investments February 2015 - Present
Education
Florida State University 2010 — 2013
Bachelor of Science (BS), Finance/Management
Tallahassee Community College 2009 — 2010
Associate of Arts (A.A.), Business
Angelica Driesbach's Fidelity Investments Experience January 2013 - July 2013
Job Graduate Consultant at SunGard
Industry Information Technology and Services
Experience
SunGard August 2013 - Present
Fidelity Investments January 2013 - July 2013
MSP May 2011 - December 2012
Brooks Rehabilitation September 2012 - November 2012
CBRE June 2012 - August 2012
Florida Institute of Education at UNF September 2010 - August 2012
JCP 2009 - 2011
Skills
Sales Operations, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Access, Leadership, Team Leadership, PowerPoint, Analysis, Accounting, Time Management, Microsoft Word, Fundraising, Financial Accounting
Education
Florida State College at Jacksonville 2013 — 2014
Certificate, Database Development Specialist
Univeristy of North Florida 2007 — 2012
Bachelor of Health Administration
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Financial Services
SunGard August 2013 - Present
Fidelity Investments January 2013 - July 2013
MSP May 2011 - December 2012
Brooks Rehabilitation September 2012 - November 2012
CBRE June 2012 - August 2012
Florida Institute of Education at UNF September 2010 - August 2012
JCP 2009 - 2011
Skills
Sales Operations, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Access, Leadership, Team Leadership, PowerPoint, Analysis, Accounting, Time Management, Microsoft Word, Fundraising, Financial Accounting
Education
Florida State College at Jacksonville 2013 — 2014
Certificate, Database Development Specialist
Univeristy of North Florida 2007 — 2012
Bachelor of Health Administration
University of North Florida 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Financial Services
nikhil bomdika's Fidelity Investments Experience August 2011 - Present
Job Oracle Database Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Murray State University May 2009 - August 2011
Education
Florida International University 2007 — 2008
Master of Science (MS), Computer Science
Fidelity Investments August 2011 - Present
Murray State University May 2009 - August 2011
Education
Florida International University 2007 — 2008
Master of Science (MS), Computer Science
Frank Harvell's Fidelity Investments Experience May 2011 - Present
Job Engineer at Northrop Grumman Corporation
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Skills
Unix, SQL, Testing, Requirements Analysis, Software Development, XML, Oracle, Linux, Web Services
Education
Florida State College at Jacksonville
Bachelor of Applied Science (B.A.Sc.), Computer Science
Fidelity Investments May 2011 - Present
Skills
Unix, SQL, Testing, Requirements Analysis, Software Development, XML, Oracle, Linux, Web Services
Education
Florida State College at Jacksonville
Bachelor of Applied Science (B.A.Sc.), Computer Science
Fernando Llop, CFP®'s Fidelity Investments Experience 1999 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Mercantil Commercebank N.A. 1994 - 1999
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Florida Atlantic University
Bachelor's Degree, International Business
Palm Beach Community College
Associate's Degree, Business Administration
Fidelity Investments 1999 - Present
Mercantil Commercebank N.A. 1994 - 1999
Education
Nova Southeastern University
Master of Business Administration (M.B.A.)
Florida Atlantic University
Bachelor's Degree, International Business
Palm Beach Community College
Associate's Degree, Business Administration
Crystal Hadley's Fidelity Investments Experience June 2004 - November 2004
Job Project Billing Assistant at Woodmeister
Industry Construction
Experience
Woodmeister Master Builders September 2015 - Present
Puma June 2013 - August 2015
Puma October 2010 - June 2013
EMC March 2009 - September 2010
EMC August 2008 - December 2008
AIS October 2005 - July 2008
Cingular November 2004 - October 2005
Fidelity Investments June 2004 - November 2004
Progressus Therapy November 2001 - April 2004
BCH Mechanical Inc. November 2000 - August 2001
Skills
Accounts Payable, Account Reconciliation, Invoicing, Payroll, Bank Reconciliation, Journal Entries, Accounting, General Ledger, Accruals, Fixed Assets, Cash Receipts, Petty Cash, Accountants, Customer Service, Accounts Receivable, Purchasing
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Phoenix 2010 — 2012
Masters of Science, Accounting
University of Phoenix 2005 — 2007
Bachelors of Science, Accounting and Business/Management
Florida Metropolitan University 2000 — 2002
Associate's Degree, Accounting
Woodmeister Master Builders September 2015 - Present
Puma June 2013 - August 2015
Puma October 2010 - June 2013
EMC March 2009 - September 2010
EMC August 2008 - December 2008
AIS October 2005 - July 2008
Cingular November 2004 - October 2005
Fidelity Investments June 2004 - November 2004
Progressus Therapy November 2001 - April 2004
BCH Mechanical Inc. November 2000 - August 2001
Skills
Accounts Payable, Account Reconciliation, Invoicing, Payroll, Bank Reconciliation, Journal Entries, Accounting, General Ledger, Accruals, Fixed Assets, Cash Receipts, Petty Cash, Accountants, Customer Service, Accounts Receivable, Purchasing
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Phoenix 2010 — 2012
Masters of Science, Accounting
University of Phoenix 2005 — 2007
Bachelors of Science, Accounting and Business/Management
Florida Metropolitan University 2000 — 2002
Associate's Degree, Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank