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
CLP Resources August 2015 - Present
Fidelity Investments March 2015 - Present
Adecco November 2014 - February 2015
Insight Global April 2014 - November 2014
AmeriCorps ( North Florida Health Corps) September 2013 - April 2014
Anytime Fitness January 2013 - April 2013
All About HealthCARE Advocates June 2012 - August 2012
Fitness Proaction March 2011 - April 2012
Law Office of John Leace August 2010 - March 2011
Skills
Leadership, Wellness, Nutrition, Event Planning, Strength Training, Social Media, Time Management, Customer Service, Sales, Healthcare, Fundraising, Organization, Long-term Customer..., Recruiting, Public Speaking, Training, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Networking
Education
Florida State University 2009 — 2013
Bachelor of Science, Dietetics
Bishop Kenny High School 2005 — 2009
Fidelity Investments July 2015 - Present
Northwestern Mutual August 2014 - March 2015
Momo's Pizza June 2013 - April 2014
Joseph's Classic Market May 2012 - June 2013
Joesph's Classic Market May 2012 - June 2013
Sal's Italian Ristorante March 2011 - May 2012
Skills
Microsoft Excel, Customer Service, Teamwork, Time Management, Sales, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Microsoft Office, Leadership
Education
Florida State University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance
Palm Beach State College 2010 — 2013
Associate of Arts (A.A.), General Business Studies
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - August 2014
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
QGenda August 2015 - Present
Phantastik Pagoda LLC November 2011 - Present
Insightpool 2014 - June 2015
E*TRADE Financial June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
Bank of America December 2008 - July 2010
Merrill Lynch June 2008 - December 2008
Jumpstart, AmeriCorps September 2004 - April 2006
Skills
Mutual Funds, Investments, Series 7, Strategic Financial..., Leadership, Microsoft Excel, Customer Service, Financial Analysis, Retirement Planning, Financial Services, Microsoft Office, Series 63, Finance, CRM, Wealth Management, Analysis, Sales Process, Securities, Retirement, Financial Advisory, Insurance, Asset Allocation, Fixed Annuities, Equities, 401k, Portfolio Management, Asset Managment, SEO, Social Media Marketing, WordPress, Salesforce.com, Magento, E-commerce Optimization, Entrepreneurship, Options Strategies, Financial Planning, Management
Education
Florida State University
bachelor of the arts, Applied Economics
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Kerr and Downs Research September 2012 - December 2012
Tau Kappa Epsilon Fraternity September 2011 - December 2012
Electronic Arts September 2011 - May 2012
Skills
Management, Research, Financial Analysis, Corporate Finance, Marketing Communications, Investments, Time Management, Microsoft Excel, PowerPoint
Education
Florida State University 2010 — 2014
Bachelor's degree, Marketing and Finance, 3.75
Fidelity Investments March 2015 - Present
Fidelity Investments July 2013 - March 2015
Republican Party of Florida May 2012 - November 2012
Executive Office of the Governor Rick Scott November 2010 - May 2012
Sturdivant Capital Group 2008 - 2008
Skills
Political Campaigns, Event Planning, Grassroots Organizing, Leadership, Public Speaking, Fundraising, Financial Markets, Finance, Sales, Customer Service, Series 63, Real Estate, Market Research, Customer Experience, Options, Trading, Retirement Planning
Education
Florida State University 2008 — 2010
Bachelor of Science (B.S.), Economics
Gulf Coast Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
Fidelity Investments August 2013 - Present
Fidelity Investments August 2012 - August 2013
Fidelity Investments June 2008 - August 2012
Skills
Mutual Funds, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Retirement, Series 63, 401k, Wealth Management..., Financial Planning, Financial Services, Investment Advisory, Insurance, Investment Strategies
Education
Florida State University 2004 — 2008
Bachelor of Applied Science (BASc), Economics
Bishop Moore Catholic High School 2000 — 2003
Fidelity Investments August 2015 - Present
Exclusive Advisors LLC April 2014 - December 2014
The Fiorentino Group 2012 - 2012
Safetouch Security 2009 - 2011
Skills
Private Pilot, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Facebook, Time Management, Windows, Data Entry
Education
Florida State University 2011 — 2015
Political Science and Business Managment
The Bolles School
Fieldsa Vineyards June 2001 - Present
Charles Schwab August 1994 - June 2001
Fidelity Investments August 1988 - August 1994
EF Hutton February 1971 - August 1988
Skills
Marketing Strategy, Wine, Change Management, Strategic Planning, Sales, Event Management, Start-ups, Marketing, Portfolio Management, Budgets
Education
Florida State University 1967 — 1971
Fidelity Investments April 2014 - Present
Real Estate Managing and Consulting Company June 2013 - September 2013
Consignment Furniture Gallery December 2011 - May 2013
Alvin Peters for Congress Campaign May 2012 - August 2012
Eagle/SWS Environmental Services May 2010 - August 2010
Shrimp Boat Restaurant April 2009 - September 2009
Reggae J's May 2008 - September 2008
Skills
Sales, Microsoft Word, Management, Microsoft Office, Customer Service, Maintenance, Cleaning, Service Delivery..., Finance
Education
Florida State University 2010 — 2013
Bachelor of Science, Real Estate & Political Science, 3.5
Merrill Lynch July 2013 - Present
Fidelity Investments January 2013 - June 2013
CVS/Pharmarcy August 2012 - December 2012
Florida State University August 2008 - December 2012
Jay Fisher Law Firm May 2010 - July 2010
Jewish Community Center May 2006 - August 2009
Self employed August 2006 - May 2008
Skills
Microsoft Office, C++, PowerPoint, Word, Access, Outlook, Mathematics, Problem Solving, Teamwork, Programming, Accounting, Writing, Tutoring, Statistics, Spanish, Public Speaking, Windows, Excel, Italian, Typing, Microsoft Excel, Microsoft Word, Management, Calculus, Event Planning, Critical Thinking, Analysis, Time Management, R, Finance, SAS, Economics, VBA, Probability, Quantitative Analytics, Matlab, Quantitative Finance, Statistical Modeling, Financial Modeling, Investments, SAS programming, Time Series Analysis
Education
Florida State University 2008 — 2012
Bachelor of Science, Actuarial Science
lake brantley
lake brantley
Fidelity Investments April 2014 - Present
Fidelity Investments November 2013 - April 2014
Fidelity Investments June 2013 - November 2013
Prime Meridian Bank June 2012 - May 2013
Skills
Financial Analysis, Banking, Finance, Commercial Banking, Credit, Marketing, Bloomberg, Customer Service, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Retirement Planning, Securities, Mutual Funds, Equities, Bonds, Portfolio Management, Financial Advisory, Investments, Wealth Management, Market Risk, Trading, Investment Advisory, Series 7, Asset Management
Education
Florida State University 2009 — 2013
Bachelor's degree, Finance, General, 3.51
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - April 2014
Fidelity Investments April 2012 - March 2013
Burning Monk Productions 2013 - 2013
Fidelity Investments April 2011 - April 2012
Fidelity Investments September 2007 - April 2011
Skills
Final Cut, Apple motio, Premiere, After Eff, Photoshop, HTML, Dreamweaver, Visual Basic, Search Engine..., Microsoft Office, Microsoft Excel, Microsoft Word, Access, Monte C, Series 7, Social Media Marketing, Finance, Marketing, Digital Media, Series 63, Mutual Funds, Social Networking
Education
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Fidelity Investments March 2015 - Present
Mooney Financial March 2014 - February 2015
Merrill Edge August 2009 - March 2014
Merrill Edge July 2008 - August 2009
Merrill Edge August 2007 - July 2008
Education
Florida State University 2000 — 2004
Bachelor of Science (BS), Finance, General
Ken Zahn, Inc January 2014 - Present
Davis Capital Management LLC November 2012 - Present
University of North Florida January 2014 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Skills
Investments, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Investment Advisory, Investment Management, Retirement, ETFs, Alternative Investments, 401k, Fixed Income, FINRA, Equities, Asset Managment, Portfolio Management, Securities, Dedicated Professional, Financial Advisory, Asset Management, Series 7, Mutual Funds
Education
University of North Florida - College of Business Administration 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 1993 — 1997
Bachelor of Science (B.S.), Geography
Bishop, Rosasco, & Co. April 2015 - Present
Blueye Images April 2015 - Present
Fidelity Investments June 2013 - March 2015
LeRoc Bistro at Hotel Duval January 2012 - May 2013
BagelHeads July 2012 - August 2012
Blueye Images January 2006 - December 2011
Skills
Food & Beverage, Customer Service, Hospitality Management, Hospitality, Restaurants, Hotels, Hospitality Industry, Food, Event Planning, Time Management, Financial Services, Business, Finance, Microsoft Office, Food Service, Customer Satisfaction, Guest Recovery, Employee Training, Catering, PowerPoint, Inventory Management, Criminology, Food Safety, Photoshop, Digital Photography
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Criminology, GPA 3.6/4.0
Quest Diagnostics April 2014 - Present
Solstas Lab Partners June 2013 - March 2014
Medtronic Spinal & Biologics November 2006 - June 2013
Kyphon 2006 - 2011
Fidelity Investments October 2000 - July 2005
Skills
Sales Operations, Relationship Management, Maintaining Strong..., Sales Management, New Business Development, Vendor Relationships, Sales & Marketing..., Salesforce.com, Medical Devices, Cross-functional Team..., Sales, Market Development, Product Launch, Event Management, Product Marketing, Surgeons, Surgical Instruments, Disposables, Spine, Marketing, Marketing Strategy, Capital Equipment, Budgets, Training, Human Resources, Neurology, Selling, Marketing Communications, FDA
Education
Florida State University 2010 — 2012
Graduate Certificate, Event Marketing
Roger Williams University 1993 — 1996
Mass Communications, Journalism
Fidelity Investments - Fidelity Institutional Wealth Services January 2014 - Present
Trust Company of America January 2011 - January 2014
McGladrey October 2006 - June 2011
Bank of America July 2005 - September 2006
Mahoney and Associates January 2004 - July 2005
Ernst & Young August 2000 - January 2004
SunTrust Bank March 1998 - July 2000
Fidelity Investments February 1997 - November 1997
Northern Trust Bank January 1990 - February 1997
SunTrust Bank January 1983 - December 1990
Skills
Wealth Management, Financial Services, Personal Finance, Series 7, Alternative Investments, Mutual Funds, Securities, Asset Managment, Strategic Financial..., Asset Allocation, Investments, Investment Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Advisory, Employee Benefits, Mergers & Acquisitions, Portfolio Management, Finance
Education
Rollins College 1981 — 1983
B.A., Communications
Florida State University 1979 — 1981
Fidelity Investments March 2014 - Present
Reynolds, Smith and Hills, Inc. May 2013 - December 2013
Reynolds Smith & Hills, Inc. August 2012 - May 2013
Italkdatish Entertainment May 2012 - August 2012
The Florida State University March 2011 - April 2012
The Florida State University March 2011 - November 2011
Ypartnership May 2011 - August 2011
Skills
Public Relations, Non-profits, Corporate Law, Cision, Ap Style, Press Releases, Social Media, Media Relations, Event Planning, Facebook, Constant Contact, Social Media Marketing, Department of Defense, Federal Marketing, Marketing, Blogging, Nonprofits, Social Networking
Education
University of North Florida - College of Business Administration 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Florida State University 2009 — 2012
BS, Public Relations, Political Science
ADP March 2015 - Present
ADP TotalSource April 2012 - Present
Fidelity Investments December 2010 - May 2012
Fidelity Investments November 2009 - December 2010
Fidelity Investments June 2007 - November 2009
Skills
Brokerage, Finance, Uniform Combined State..., Series 63, Series 7, Series 65, FINRA, Mutual Funds, 401k, Retirement Planning, Retirement, Asset Allocation, Morningstar, Fixed Annuities, Investment Strategies, PEO, ADP Payroll, Benefits Administration, Employee Benefits, Sales, Sales Operations, Cold Calling, Human Resources, Risk Management, Insurance, Relationship Management
Education
University of Central Florida 2014 — 2016
Master of Business Administration (M.B.A.)
Florida State University 2003 — 2007
Bachelor of Arts (BA), Finance
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Fidelity Investments July 2013 - September 2013
Fidelity Investments September 2012 - July 2013
Merrill Lynch May 2012 - September 2012
Convergys October 2011 - January 2012
RuffaloCODY April 2010 - June 2011
United Way of America January 2011 - April 2011
Early Learning Coalition of the Big Bend Region September 2009 - April 2011
RuffaloCODY August 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cold Calling, Oral & Written..., Negotiation, Selling Skills, Phone Skills, Phone Etiquette, Analysis, Report Writing, Credit Cards, Collections, Tax Preparation, Following Up, Following Directions, Outlook Express, Customer Service, Overseeing, Motivated self-starter, Enthusiasm to learn, Data Entry, Typing, Conflict Resolution, Client Billing, High Reliability
Education
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Fidelity Investments November 2010 - March 2012
La-Z-Boy November 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel
Education
Florida State University 2008 — 2010
BS, Finance
Palm Beach Community College 2006 — 2008
AA, Business
Fidelity Investments January 2013 - Present
Merrill Lynch 2011 - 2013
Fidelity Investments 2008 - 2011
Northeast Securities May 2007 - August 2007
Skills
Investments, Retirement, Estate Planning, Finance, Retirement Planning, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Insurance, Banking, Financial Advisory, Equities, Mutual Funds, Securities, Series 63, Financial Services, Asset Allocation
Education
University of North Florida 2010 — 2012
MBA, Finance
Florida State University 2004 — 2008
Bachelor of Science, Economics
Mandarin High School
Fidelity Investments September 2007 - Present
Bonar Engineering and Construction August 2006 - August 2007
French Ministry of Education October 2005 - April 2006
The Cathedral School of Jacksonville May 2005 - September 2005
Mayo Clinic June 2000 - August 2001
Skills
Series 63, Series 7, Securities, French, Office Management, Financial Services, Microsoft Office, Customer Service, Mutual Funds, Microsoft Excel, Training, Trading, Teaching/mentoring, FINRA
Education
Florida State University 2001 — 2005
BS, Social Sciences
Episcopal High School 1996 — 2001
HS Diploma
Fidelity Investments April 2012 - Present
Fidelity Investments September 2011 - April 2012
Fidelity Investments December 2009 - September 2011
American Cancer Society August 2007 - November 2009
Albuquerque Convention and Visitor's Bureau January 2007 - May 2007
Florida State University January 2005 - December 2006
Skills
Philanthropy, Fundraising, Event Planning, Social Media, Volunteer Management, Public Relations, Employee Engagement, Leadership, Cause Marketing, Corporate Social..., Nonprofits, Strategic Communications, Organizational..., Community Development, Internal Communications, Corporate Communications, Crisis Communications, Community Outreach, Public Speaking, Program Management
Education
Florida State University
B.A.
Citi November 2014 - Present
Federal Deposit Insurance Corporation August 2010 - April 2014
Fidelity Investments February 2008 - August 2010
Bank of America July 2006 - December 2007
JP Morgan Chase July 2002 - August 2006
Wachovia June 1991 - July 2002
Skills
Asset Management, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit Analysis, Credit Risk, Compliance, Management, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Loans, Real Estate, Strategy, Finance, Underwriting, Investments, Financial Institutions, Credit, Portfolio Management, Mortgage Banking, Loan Servicing, Mortgage Underwriting, Financial Analysis, Due Diligence, Loss Mitigation, Financial Services, Loan Origination, Mortgage Servicing, Securities, Residential Mortgages, Business Planning, Process Improvement, Insurance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Leadership, Financial Planning
Education
Florida State University
Bachelor's degree, Social Sciences
Tallahassee Community College
Associate's degree
Armstrong Steel August 2015 - Present
Fidelity Investments April 2015 - Present
Med-Care Diabetic and Medical Supplies October 2014 - Present
Barton Associates Inc. September 2013 - Present
The Select Group May 2013 - September 2013
Skills
Corporate Recruiting, Staffing Services, Staff Augmentation, Interview Preparation, PeopleTools, Internet Recruiting, Screening Resumes, College Recruiting, IT Recruitment, Applicant Tracking..., Temporary Placement, Benefits Negotiation, Database Admin, Relational Databases, Technical Recruiting, MaxHire, Temporary Staffing, SuperLab, Peachtree, MediaLab, SDLC, Onboarding, Human Resources, Building Relationships, Permanent Placement, Screening, Cold Calling, Modeling, Public Speaking, Wealth Accumulation..., Specialty Coffee, Social Media, Nutrition, Network Marketing, New Business Development, Fitness Training, Relationship Building
Education
University at Buffalo 2011 — 2013
Bachelor of Science (BS), Psychology
Florida State University 2009 — 2010
Bachelor of Science (BS), Psychology
Genworth Financial March 2014 - Present
MassMutual Financial Group December 2011 - June 2013
Ameriprise Financial Services, Inc. December 2010 - November 2011
Fidelity Investments August 2000 - February 2010
Sovereign Bank / LPL 2010 - 2010
Wells Fargo Financial 1998 - 2000
Skills
Financial Services, Banking, Securities, Retirement, Fixed Annuities, Finance, Mutual Funds, Series 7, Investment Advisory, Loans, Retirement Planning, Wealth Management, Series 63, Insurance, Credit, Employee Benefits, Recruiting, Investments, Sales
Education
Merrimack College 2001 — 2003
CFP, Financial Planning
Florida State University
University of New Hampshire
West High School
TJX May 2012 - Present
EMC July 2011 - May 2012
Fidelity Investments April 2007 - March 2011
WinterWyman June 2000 - March 2007
Scudder Kemper Investments June 1998 - June 2000
BankBoston March 1995 - June 1998
Skills
Talent Management, Executive Coaching, Human Resources, Change Management, Performance Management, Organizational..., Leadership Development, Organizational Design, Organizational..., Program Management, Recruiting, Leadership, Succession Planning, Organizational..., Workshop Facilitation, Strategy, Employee Engagement, MBTI, Onboarding, Training, Culture Change, Coaching, Employee Benefits, Consulting, Strategic Planning, Executive Development
Education
Florida State University
MS, Communication (emphasis in Organizational Development)
Florida State University
BS, Political Communication
The Mutual Fund Store July 2013 - September 2015
E*TRADE Financial July 2012 - July 2013
JJRM Wealth Strategies, LLC June 2010 - July 2012
Fidelity Investments September 2003 - May 2010
Fidelity Investments Institutional Services September 1999 - September 2003
Fidelity Investments June 1998 - September 1999
Fidelity Investments April 1996 - May 1998
Skills
Financial Planning, Retirement, Asset Allocation, Series 7, Mutual Funds, Investments, Series 63, Retirement Planning, Investment Management, Fixed Annuities, Securities, Wealth Management, Life Insurance, Financial Advisory, Disability Insurance, Holistic Financial...
Education
The American College 2005 — 2009
ChFC
Florida State University 2007 — 2008
CFP
Plymouth State University 1990 — 1994
BS, Exercise Science
Southwest Florida Community Foundation May 2011 - Present
Fidelity Investments 2006 - 2011
Skills
Internal Communications, Media Relations, Social Media, Nonprofits, Microsoft Office, Strategic Communications, Event Planning, Fundraising, Public Relations, Marketing Communications, Editing, Corporate Communications
Education
Florida State University 2003 — 2006
Fidelity Investments October 2014 - Present
Fidelity Investments March 2014 - October 2014
Animal Genetics, Inc. May 2010 - July 2013
Fleming Island Golf Club June 2007 - December 2009
Skills
Series 7, Series 63, Leadership, Customer Service, Organization &..., Critical Thinking, Communication Skills, Success Driven, Philanthropy, Office Management, Training, Recruiting, Microsoft Office, Event Planning
Education
Florida State University 2009 — 2013
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Fleming Island High School 2005 — 2009
High School Diploma
Fidelity Investments February 2015 - Present
Florida State University September 2013 - August 2014
Florida State University January 2007 - August 2013
FSU Women's Tennis January 2007 - June 2013
FSU Advising First May 2012 - December 2012
Leave Your Mark Production January 2011 - May 2012
FSU Wesley Foundation August 2008 - May 2012
College Connection August 2011 - April 2012
Sporting Kansas City May 2011 - August 2011
Skills
Facebook, Social Media, Sports Marketing, Sports, Event Planning, Social Networking, Sports Management, Public Relations, Blogging, Editing, Social Media Marketing, Press Releases, Research, Public Speaking, Event Management, PowerPoint, Microsoft Office, Media Relations, Final Cut Pro, Copy Editing, Integrated Marketing, Leadership, Marketing
Education
Florida State University
BS, Political Science and Government
Florida State University
Master of Science (MS), Integrated Marketing Communication
Fidelity Investments March 2014 - Present
Fidelity Investments November 2009 - March 2014
Ameriprise Financial Services, Inc. December 2006 - November 2009
Education
Florida State University 2003 — 2005
BA, Economics
Lake Mary High School 1996 — 2000
NuView IRA November 2013 - Present
Fidelity Investments January 2008 - November 2012
Skills
Mutual Funds, Account Management, Risk Management, Project Planning, Retirement Planning, Microsoft Office, Microsoft Excel, Microsoft Word, CRM, Financial Reporting, Sales Presentations, Consultative Selling..., Self Directed IRA, Alternative Investments, PowerPoint, Series 7, Series 63, Investments, Sales, Business Development, Customer Service
Education
Florida State University 2003 — 2007
Bachelor of Science (B.S.), Economics
Fidelity Investments April 2012 - Present
Publix Super Markets May 2005 - March 2012
Skills
Fundraising, Sales, Customer Service, Time Management, Management, Microsoft Excel, Teamwork, Finance, Research, CRM, Facebook, Social Networking, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Event Planning, Public Speaking, Leadership, Outlook, Investments
Education
Florida State University 2007 — 2011
Bachelors of Science, Accounting and Finance and Traditional Economics
Fidelity Investments February 2010 - Present
Skills
Financial Planning
Education
Florida State University
Bachelor's degree, Finance
Dream Finders Homes, LLC January 2015 - Present
Advent Software November 2014 - December 2014
Advent Software - Black Diamond May 2013 - October 2014
Advent Software - Black Diamond May 2012 - May 2013
Fidelity Investments June 2011 - April 2012
The Vestcor Companies, Inc. May 2008 - August 2008
The Hutson Companies May 2006 - August 2006
Skills
Series 7, Series 63, Investments, Financial Services, Real Estate, Real Estate Development, Real Estate License, Microsoft Excel, Finance, Real Estate Transactions, Budgets
Education
Florida State University 2007 — 2011
B.S., Real Estate & Finance, 3.89; Summa Cum Laude
Bartram Trail High
Fidelity Investments August 2015 - Present
OneLoanPlace.com August 2014 - April 2015
Northwestern Mutual May 2013 - February 2014
Skills
Sales, Finance, Sales Process, Sales Management, Direct Sales, Marketing, Communication, Business Strategy, Business Development, Business Analysis, Social Networking, Customer Service, Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking
Education
Florida State University 2010 — 2015
Bachelor's Degree, Finance and Marketing, Finance GPA: 3.75
Florida State University 2010 — 2015
Bachelor of Science (B.S.), Finance and Marketing, Finance GPA: 3.75
EverBank August 2012 - Present
Fidelity Investments June 2008 - August 2012
Fidelty Investments December 2009 - May 2010
Fidelty Investments June 2008 - December 2009
Skills
Financial Modeling, Valuation, Excel, Investments, Fixed Income, Bloomberg, Portfolio Management, Securities, Bonds, Financial Analysis, Mutual Funds, Financial Reporting, Series 7, Strategic Financial..., Accounting, Financial Services, Forecasting, Asset Allocation, QRM
Education
Florida State University 2004 — 2008
Bachelor of Arts, Finance and Real Estate
U.S. Trust August 2015 - Present
Merrill Edge September 2014 - August 2015
Merrill Edge October 2011 - September 2014
Fidelity Investments September 2010 - October 2011
Scottrade September 2009 - June 2010
Merrill Lynch July 2008 - September 2008
ING June 2008 - August 2008
Skills
Investments, Customer Relations, Trading, Series 7, Series 63, Series 66, Retirement Planning, College Education..., Mutual Funds, Equities, Fixed Income, Cash Management, Wealth Management
Education
Florida State University 2005 — 2010
Bachelors, Finance, Real Estate
Journey Medical Solutions, LLC February 2015 - Present
Carter's Pharmacy April 2014 - January 2015
Fidelity Investments September 2007 - August 2014
Skills
Consulting, Recruiting,..., Management, Team Building, Leadership, Healthcare, Sales Operations, Pharmaceutical Industry
Education
Florida State University 2010 — 2012
Certification in Financial Planning, Finance, General
Trinity Baptist College 2002 — 2005
Ministry
Fidelity Investments March 2014 - Present
Fidelity Investments October 2012 - March 2014
Fidelity Investments May 2012 - October 2012
Fidelity Investments February 2012 - April 2012
Fidelity Investments May 2011 - February 2012
Green Acres Lawn & Landscape January 2001 - May 2011
Delta Fountains Architectural November 2007 - March 2008
Skills
Budgeting, Inventory Management, Quickbooks, Financial Planning
Education
Florida State University 2006 — 2007
Bachelor of Science, Business Management
University of North Florida 2003 — 2006
Associate, Arts
Fidelity Investments May 2014 - Present
Edelman Financial Services November 2012 - May 2014
Ameriprise Financial Services, Inc. May 2012 - November 2012
Merrill Lynch June 2011 - April 2012
BlackRock June 2010 - March 2011
Merrill Lynch September 2007 - June 2010
Skills
Series 7, Series 66, Life, Health & Variable..., Investments, Financial Services, Financial Advisory, Finance, Mutual Funds, Asset Allocation, Securities, Wealth Management, Retirement Planning, Alternative Investments, Retirement, Investment Advisory, 401k, Investment Strategies, Equities, Fixed Income, Asset Management, Portfolio Management, Strategic Financial..., Fixed Annuities, Investment Management, Life Insurance, Pensions, Options, Insurance, Financial Markets, Separately Managed...
Education
Florida State University 2003 — 2007
BS, Finance
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™
Fidelity Investments October 2015 - Present
Fournier Norris Wagner August 2014 - March 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Networking, Time Management
Education
Florida State University 2011 — 2015
Bachelor’s Degree, Social Sciences
Fidelity Investments July 2010 - Present
Fidelity Investments March 2009 - June 2010
Fidelity Investments September 2008 - February 2009
Fidelity Investments February 2007 - August 2008
Fidelity Investments October 2006 - February 2007
Skills
Series 7, Finance, Series 63, Retirement Planning, Wealth Management, Insurance
Education
Florida State University
Bachelor of Science (BS)
Highland Capital Management, L.P. August 2015 - Present
Highland Capital Management, L.P. July 2014 - August 2015
Fidelity Investments February 2010 - July 2014
Deutsche Bank March 2009 - February 2010
Skills
Fixed Income, Bonds, Portfolio Management, Wealth Management, Bloomberg, Investments, Series 7, Securities, Mutual Funds, Financial Modeling
Education
Florida State University 2004 — 2008
Bachelor Science, Finance
Fidelity Investments May 2014 - Present
Skills
Finance, Stock Market, Trading, Data Analysis, Financial Analysis
Education
Florida State University 2007 — 2012
Bachelor's Degree, Economics
Sacred Heart Health System June 2015 - Present
Sacred Heart Health System July 2014 - June 2015
North Florida Retirement Village, Inc May 2013 - August 2013
Southeastern Integrated Medical, PL January 2013 - June 2013
Fidelity Investments September 2010 - March 2011
The Collier Companies July 2007 - September 2010
Walgreens April 2007 - August 2007
Skills
Public Speaking, Professional Writing, Financial Advisory, Financial Services, Marketing Strategy, Event Planning, Healthcare, Leadership, PowerPoint, Physician Relations, Healthcare Management, Marketing, Hospitals, Microsoft Office, Nonprofits, Analysis
Education
University of Florida 2012 — 2014
Master of Health Administration (MHA)
Florida State University 2005 — 2009
Bachelor of Arts (B.A.), Management
Pensacola State College 2002 — 2005
Associate of Arts (A.A.), Pre-Medicine/Pre-Medical Studies
Roswell Asset Advisors, LLC February 2010 - Present
Fidelity Investments June 2005 - January 2010
Fidelity Investments October 1995 - May 2005
Skills
Wealth Management, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Retirement, Portfolio Management, Asset Management, Securities, Financial Services, Series 63, Estate Planning, 401k, Strategy, Financial Advisory, Risk Management, CRM, Insurance, Wealth, Trading, High Net Worth..., Finance, Mutual Funds, Financial Planning
Education
Florida State University 2008 — 2010
Certified Financial Planning
College of Financial Planning 2001 — 2001
CRPC, Chartered Retirement Planning Consultant
Framingham State College 1990 — 1995
B.A., Finance, Economics
CSX Technology June 2015 - Present
Fidelity Investments February 2015 - June 2015
Florida State University August 2012 - December 2014
Education
Florida State University 2012 — 2014
Master’s Degree, Economics, 3.59
Florida State University 2008 — 2012
Bachelor’s Degree, Computer Criminology, 3.67
President, Sunstone Consulting, Inc. September 1999 - Present
Beth Israel Deaconess Care Organization 2015 - 2015
Fidelity Investments 1992 - 1998
Bank of Boston 1990 - 1992
Asea Brown Boveri (Pvt.) Ltd. 1987 - 1990
Dakota County October 1984 - June 1986
Skills
Employee Relations, Human Resources, Consulting, Management Development, Organizational..., Policy, Program Management, Project Management, Hiring, Recruiting, Management, Workforce Planning, HR Consulting, Executive Coaching, New Hire Orientations, Start-ups, Business Strategy, Personnel Management
Education
University of Minnesota - Carlson School of Management 1986 — 1987
MA - Industrial Relations
Florida State University
MS
Michigan State University
BS
PNC Investments September 2014 - Present
Fidelity Investments May 2014 - September 2014
PHH Mortgage June 2012 - April 2014
Pittsburgh Logistics Services January 2012 - June 2012
Education
Florida State University 2006 — 2010
Bachelor of Science (B.S.), Education
Florida State University 2006 — 2010
Bachelor of Science (BS), Social Science Education
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Merrill Edge April 2015 - Present
Fidelity Investments May 2014 - April 2015
Florida State University Campus Recreation, Intramural Sports August 2011 - May 2014
Merrill Lynch May 2011 - August 2011
Skills
Finacial Management, Investments, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking, Social Media
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance and Marketing, GPA: 3.6
Fidelity Investments January 2011 - Present
Skills
Series 7, Retirement Planning, Investments, Financial Analysis, Equity Trading, Sales, Fixed Income, Holistic Financial..., Management, Certified Financial...
Education
Florida State University 2008 — 2010
Bachelor of Science (BS), Finance and Management
Brevard County Property Appraiser January 2014 - Present
Fidelity Investments October 2010 - June 2011
The Governors Inn July 2007 - March 2010
Skills
Finance, Investments, Organizational..., Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Capital Markets, Equities, Fixed Income, Financial Statement..., Microsoft Excel, VBA, Microsoft Office, Event Management
Education
Southern New Hampshire University 2015 — 2016
Master of Science (MS), Finance
Florida State University 2008 — 2009
Bachelor of Science (BS), Economics
Tallahassee Community College 2007 — 2008
Associate of Arts (AA), Business
Black Knight Financial Services (formerly LPS) October 2012 - Present
Deutsche Bank November 2008 - November 2012
Fidelity Investments April 2008 - October 2008
Skills
Fixed Income, Project Management, Project Planning, Project Coordination, MS Project, Project Estimation, Project Delivery, Project Finance, Process Improvement, Risk Management, Equities, Cost Benefit, Finance, Credit Derivatives, Bloomberg, Capital Markets, Series 7, Business Analysis, Trading, Mortgage Banking
Education
Florida State University 2006 — 2007
Master of Science (M.S.), Applied Economics
Florida State University 2003 — 2006
Bachelor of Science (B.S.), Economics
Private Client Wealth Advisors, LLC March 2014 - Present
Advisor Evolution Group, LLC March 2014 - Present
Pershing a BNY Mellon company May 2011 - February 2014
ADP Retirement Services September 2008 - March 2011
Fidelity Investments October 2001 - August 2008
Fidelity Investments October 2001 - March 2007
Fidelity Investments November 1999 - October 2001
Fidelity Investments 1998 - 1999
Northwestern Mutual June 1994 - October 1997
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, 401k, High Net Worth..., Hedge Funds, Retirement, FINRA, Financial Advisory, Insurance, Series 6, Series 63, Finance, Asset Management, Portfolio Management, Business Development, Alternative Investments, Investment Strategies, Selling, Leadership, Asset Allocation, Relationship Management, Investment Management, Series 66, Series 7, Wealth Management..., Sales, Financial Planning, Management, Securities, Equities, Strategic Planning, Fixed Income, Consulting, Financial Analysis
Education
Southern Methodist University 1990 — 1994
Bachelor of Arts, History
Florida State University 2000 — 2002
Center for Academic and Professional Development, Certificate in Financial Planning
Christchurch School, Christchurch VA 1989 — 1990
High School, College Prep, 11th and 12th
Episcopal School of Dallas 1982 — 1989
High School, College Prep, 5th thru 11th
Allstate Benefits August 2013 - Present
BlueCross BlueShield of SC March 2012 - August 2013
Wurts and Associates January 2011 - July 2011
Fidelity Investments August 2007 - July 2010
Skills
Portfolio Management, Forecasting, Investments, Strategic Financial..., Insurance, Banking, Financial Analysis, Performance Reporting, Financial Modeling, Trading, Corporate Finance, Financial Risk, Managerial Finance, Investment Strategies, Analysis, Investment Management, Securities, Finance, Asset Management, Risk Management, Mutual Funds, Series 7, Asset Allocation, Series 63, Economics, Financial Services, Treasury Management, Capital Markets, Cash Flow, Retirement Planning, Wealth Management, Microsoft Excel, Accounting, Fixed Income, Equities, Financial Reporting, Financial Forecasting, Cash Management, Strategic Planning, Valuation, SAP, SQL Server Management..., Strategy, Microsoft Office
Education
University of North Florida 2008 — 2010
M.B.A, Business Administration; Finance
Florida State University 2003 — 2007
B.S, Economics
Morgan Stanley June 2015 - Present
Fidelity Investments June 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Skills
Series 7, Investments, Mutual Funds, Equities, Financial Modeling, Wealth Management, Asset Management, Finance, Retirement Planning, Fixed Income, Financial Services, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF August 2014 - Present
Fidelity Investments August 2008 - July 2014
Harvard Business School April 2004 - August 2008
Harvard Business School January 2003 - April 2004
HOPE worldwide October 1998 - September 2000
Florida State University January 1996 - May 1998
Skills
Video Conferencing, Video, AV, Tandberg, Vendor Management, Multimedia, Networking, Project Management, Wireless, Management, Troubleshooting, Crestron, Telepresence, Sound, Streaming Media, Digital Signage, SIP, Interactive Whiteboard, Systems Engineering, Product Innovation, Touch Screens, H.323, Audio, InfoComm CTS, Codian, Video Communication, Data Center, Strategy, Disaster Recovery, Video Editing, Integration, Testing, Program Management, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Visio, Photoshop, Skype, Cisco Telepresence, Lync, Acano, Outlook, Jabber
Education
Florida State University 1996 — 1997
Bachelor of Science, Communications
Tallahassee Community College 1995 — 1996
Fidelity Investments June 2013 - April 2014
Florida Office of Financial Regulation October 2012 - May 2013
Legendary Inc May 2012 - August 2012
Aftco Bluewater/ Guy Harvey August 2010 - May 2012
Publix January 2007 - August 2009
Skills
Microsoft Excel, Leadership, Scuba Diving, Serve Safe Certified, Management, Sponsorship, Time Management, Financial Analysis, Hospitality, Teamwork, Accounting, PowerPoint, Microsoft Word, Customer Service, Process Scheduler, Retail, Microsoft Office, Finance, Payroll, Inventory Management, Operations Management, Sales, Critical Thinking
Education
Florida State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fortegra September 2014 - Present
Fortegra Financial March 2011 - Present
Liberty Mutual April 2005 - 2010
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1996 - 2000
Skills
Talent Management, Performance Management, Employee Relations, HR Consulting, Change Management, Deferred Compensation, HRIS, Recruiting, Personnel Management, Organizational..., Temporary Placement, Management, Human Resources, Leadership, Coaching
Education
Florida State University
BS
Suffolk University
MS, Human Resource Development
Starwood Vacation Ownership July 2004 - Present
Allegiance Telecom April 2001 - June 2004
Raytheon March 1999 - April 2001
Fidelity Investments November 1998 - June 1999
Florida State University 1996 - 1998
Skills
Data Center, Leadership, Networking, Unix, ITIL, Program Management, Troubleshooting, Six Sigma, System Administration, Servers, System Deployment, Cross-functional Team..., Process Improvement, Management, Information Technology, Integration
Education
Florida State University
BS, Industrial Engineering
Oklahoma State University
MS, Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2012 - September 2015
Fidelity Investments April 2010 - January 2012
Fidelity Investments June 2008 - April 2010
Kendall Ale House May 2005 - August 2005
Skills
Wealth Management, Investments, Strategic Financial..., Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Accumulation, 401k, IRAs, Securities, Roth IRA, 401k Rollovers, College Savings Plans, FINRA, Series 66, CERTIFIED FINANCIAL..., Uniform Combined State..., Portfolio Management, Financial Services, Fun
Education
Florida State University 2004 — 2008
Finance and General Management
Florida State University - College of Business 2004 — 2008
Bachelor in Business, Finance and General Management
Fidelity Investments August 2013 - Present
BB&T November 2011 - August 2013
BB&T April 2008 - November 2011
Florida Department of Environmental Protection January 2003 - March 2008
Skills
Financial Analysis, Access, Product Management, Cross-functional Team..., Forecasting, Management, Program Management, Competitive Analysis, Analysis, Business Process, Risk Management, CRM, Business Planning, Budgets
Education
Florida State University 1998 — 2002
B.S., Applied Economics
Bank of America 2011 - Present
Bank of America January 2008 - Present
IBM July 1999 - December 2007
IBM Global Services 1999 - 2007
Fidelity Investments 2002 - 2006
Skills
Data Quality, SOA, Master Data Management, DB2, Data Management, IT Strategy, ETL, Integration, Websphere, Java Enterprise Edition
Education
Florida State University 1995 — 1999
BS, Computer Science, Summa Cum Laude
Edelman Financial June 2010 - Present
Fidelity Investments April 2006 - May 2010
Investors Bank & Trust September 2005 - April 2006
Skills
Business Intelligence, Business Analytics, Data Analytics, Program Management, Business Strategy, Business Analysis, Project Management, Leadership, Management, Financial Services, Asset Management
Education
Florida State University 2001 — 2005
BS, Finance and Multinational Business
Fidelity Global Asset Allocation division 2008 - Present
Fidelity Investments 2008 - Present
State Street Global Advisors 1999 - 2008
Skills
Fixed Income, Investments, Mutual Funds, Asset Allocation, Valuation, Portfolio Management, Equities, Investment Strategies, Equity Research, Bloomberg, Asset Managment, Investment Management, Derivatives, Bonds, Hedge Funds
Education
Florida State University 1989 — 1994
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments June 2014 - October 2014
Fidelity Investments April 2014 - June 2014
AXA Advisors July 2013 - April 2014
Wealth Financial Group December 2009 - June 2013
Crump Insruance Services August 2007 - December 2009
Self August 1999 - August 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Financial Planners, Life Insurance, IRAs, Estate Planning, Health Insurance, Disability Insurance, 401k, Term Life Insurance, Whole Life, Wealth, Universal Life, Strategic Financial..., Long Term Care Insurance
Education
Florida State University 1995 — 1999
Glenbrook North High School
Fidelity Investments September 2004 - Present
Fidelity Investments November 2002 - September 2004
Fidelity Investments July 1996 - October 2002
Shareholder Services Group 1989 - 1996
PNC Global Investment Servicing 1989 - 1996
Skills
Systems Analysis, Remote Deposit Capture, Experience Design, Mobile Payments, Project Management, Product Development, Financial Services, Credit Cards, Mobile Devices, Leadership
Education
Florida State University 1986 — 1988
Bachelor of Science, Economics
Fidelity Investments March 2011 - Present
Education
Florida State University 2009 — 2010
Bachelor of Science, Business Management
Tallahassee Community College 2007 — 2008
AA, Business
Fidelity Investments Conversion AnalystFidelity InvestmentsDecember 2003 - July 2005
Education
Florida State University 1994 — 1998
Bachelors, Music Ed
Fidelity Investments July 2012 - Present
Creyr Design and Technology April 2012 - Present
Advanced USA Tech March 2012 - July 2012
Computer Task Group / International Business Machines July 2011 - November 2011
Triangle J Council of Governments July 2000 - July 2011
WK Dickson & Co., Inc. October 1999 - February 2000
Analytical Surveys, Inc September 1998 - October 1999
Leon County GIS 1996 - 1998
Skills
Information Architecture, Relational Databases, Branding & Identity, Web Application Design, Legal Research
Education
Florida State University 1991 — 1994
Masters in History, 9th-14th century Medieval Law (Criminal)
Florida State University 1983 — 1991
Bachelor of Science, International Affairs
Cocoa High School
ESRI
certification, see "Activities and Societies" for classes for certification
North Carolina State Univesity, Raleigh, NC
n/a, PHP/MySQL, Macromedia Director
Wake Tech, Raleigh, NC
n/a, Visual Basic 6.0
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
Fidelity Investments February 2014 - Present
EverBank April 2013 - February 2014
Clinique May 2009 - April 2013
Walt Disney World 2000 - 2009
Walt Disney World August 2001 - September 2004
Skills
Retail, Visual Merchandising, Customer Service, Event Planning, Merchandising, Training, Budgets, Fashion, Cosmetics, Sales, Coaching, Human Resources, Procurement, Project Management, Business Strategy, Quality Assurance, Leadership, Social Media
Education
University of North Florida - College of Business Administration 2011 — 2014
Masters of Business Administration, Finance, General
Florida State University 1993 — 1997
Bachelors of Science, Fashion Design and Merchandising
Fidelity Investments June 2010 - Present
Navy Federal Credit Union August 2009 - June 2010
Merrill Lynch March 2007 - August 2009
Education
Georgetown University 2010 — 2011
Financial Planning and Services
University of North Florida 2006 — 2008
Master of Business Administration (M.B.A.), Management
Florida State University 2002 — 2006
BS, Marketing
Fidelity Investments March 2015 - Present
Lincoln Financial Advisors October 2012 - March 2015
William Blair and Company May 2011 - October 2012
Chase Investment Services Corp. March 2010 - April 2011
E*TRADE Financial August 2009 - March 2010
Lincoln Financial Advisors April 2004 - August 2009
Skills
Investments, Series 7, Series 63
Education
Florida State University 1998 — 1998
MS
University of Illinois at Urbana-Champaign 1993 — 1997
BS
Corporate One Federal Credit Union January 2015 - Present
Greenshades Software August 2014 - December 2014
EverBank October 2012 - July 2014
Fidelity Investments January 2008 - October 2012
Fidelity Investments February 2010 - May 2011
Skills
Investments, Banking, Mutual Funds, Leadership, Wealth Management, Portfolio Management, Series 7, Series 63, Securities, Financial Services, Sales, Management, Critical Thinking, Series 65, Institutional..., Institutional Sales, Capital Markets, Business Development, Equity Trading, Currency, Fundraising, Fixed Income, Relationship Management, Asset Allocation, Asset Management, Financial Analysis, Strategic Planning, CRM, Marketing Strategy, Credit, Salesforce.com, Marketing Communications
Education
Florida State University 2003 — 2007
Bachelor of Science (B.S.), Economics
Philips June 2013 - Present
ServiceMaster Clean August 2010 - May 2013
Liberty Tax Service January 2010 - April 2010
FirstSource Financial Solutions, Inc. September 2006 - January 2010
PC Connection October 2005 - September 2006
Fidelity Investments February 2005 - July 2005
Gabriella's Cafe, Cakes and Catering, Inc, December 1998 - October 2004
Sodexo,Inc, September 1986 - May 1998
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, Peachtree, Accounting, Account Management, Accounts Payable, Accounts Receivable, Operations Management, Event Planning, Event Management, Account Reconciliation, Purchasing, Tax Preparation, PowerPoint, Training
Education
Southern New Hampshire University 2006 — 2009
Master of Science Cerificate, Accounting
Johnson & Wales University 1984 — 1986
Associate in Occupational Science, Culinary Arts
Florida State University 1981 — 1983
Bachelor of Science, Business Administration
Advent Software April 2015 - Present
Advent Software March 2014 - Present
Deutsche Bank October 2012 - February 2014
Fidelity Investments June 2011 - November 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Microsoft SQL Server, Networking, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Public Speaking, Accounting, Sales, Personal Finance, Personal Financial...
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Florida State University - College of Business 2007 — 2011
BS, finance
Fidelity Investments March 2014 - Present
Private Practice December 2010 - Present
Credit Suisse (contract via Software Guidance & Assistance) July 2012 - May 2013
Cisco Systems (contract via Randstad) February 2012 - June 2012
BCBSNC February 2008 - November 2010
Verizon Communications October 1996 - November 2007
Catawba Mental Health Center February 1996 - August 1996
Private Practice March 1994 - June 1995
West Florida Community Care Center September 1992 - March 1994
Avalon Center July 1989 - September 1992
Skills
Systems Analysis, Technology Needs..., Project Management, Access, Microsoft Excel, Visual Basic, Business Objects, Mental Health Counseling
Education
University of West Florida 1987 — 1990
Master of Arts (MA), Psychology
Florida State University 1984 — 1986
Bachelor of Science (BS), Psychology
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - July 2012
Fidelity Investments October 2010 - June 2011
Fidelity Investments June 2008 - October 2010
Skills
Series 7, Series 63, series 9/10, series 66, Life Insurance, General Insurance
Education
Florida State University 2003 — 2007
Bachelor's degree, Finance, General; Real Estate
Unconquered LLC April 2012 - Present
NW Wealth Management Company April 2011 - April 2012
Fidelity Investments March 2008 - March 2011
Northwestern Mutual Financial Network May 2007 - February 2008
while in College January 2000 - January 2005
Skills
Equities, Fixed Annuities, Finance, Options, Wealth Accumulation, Entrepreneurship, Series 7, Series 63, Uniform Combined State..., Retirement, Retirement Planning, Mutual Funds, 401k, Wealth Management, Securities
Education
Florida State University 2003 — 2007
BS. Dual degree, Finance
Florida State University 2003 — 2007
Bachelor of Science (BS), Finance and Entrepreneurship
Florida State University - College of Business 2003 — 2007
BS, Finance, Entrepreneurship
BNY Mellon Wealth Management July 2012 - Present
Fidelity Investments April 2010 - March 2012
Bank of America September 2005 - March 2010
Skills
Series 7, Series 63, Series 66, Asset Allocation, Mutual Funds, Uniform Combined State..., Retirement Planning
Education
Florida State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2004 — 2007
Bachelor of Science, Finance
Lincoln Investment February 2014 - Present
EverBank June 2013 - February 2014
Fidelity Investments January 2012 - May 2013
Skills
Finance, Investments, Microsoft Office, Series 7, Series 63, Financial Services
Education
Florida State University 2007 — 2010
Bachelor of Science (B.S.), Multinational Business Operations
Fidelity Investments October 2013 - Present
Fidelity Investments February 2010 - October 2013
Skills
Investments, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Finance, Portfolio Management, Financial Planning, Retirement Planning, Wealth Management
Education
Florida State University 2004 — 2008
Bachelor's degree, Finance, General, Real Estate
City of Atlantic Beach March 2014 - Present
TransForm Jax June 2011 - Present
City of Atlantic Beach, Fl May 2013 - March 2014
St. Johns County Growth Management Department May 2012 - May 2013
Springfield Preservation and Revitalization August 2009 - May 2011
City of Jacksonville April 2008 - August 2008
Fidelity Investments June 2006 - September 2007
Education
Florida State University 2007 — 2009
Masters (MSP), Urban and Regional Planning
Florida State University 2001 — 2005
Bachelor's Degree, Political Science and International Affairs
Morgan Stanley February 2014 - Present
Fidelity Investments October 2012 - Present
Fidelity Investments June 2011 - October 2012
Skills
Series 7, Series 63, Stock Trading, Mutual Funds
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance
Cambridge Investment Research May 2013 - Present
E*TRADE Financial October 2009 - May 2013
Fidelity Investments January 2008 - October 2009
Skills
Financial Services, Retirement Planning, Wealth Management, Series 7, Securities, Equities, Mutual Funds, Series 63, Investments
Education
Georgia State University 2011 — 2012
Master of Professional Accountancy
Florida State University 2003 — 2008
Bachelor of Science (BS), Finance
Fidelity Investments January 2015 - Present
Education
Florida State University 2010 — 2014
BS, Finance, General
Florida State University
Wyndham Vacation Ownership October 2010 - Present
E*TRADE Financial Corporation July 2009 - July 2010
Fidelity Investments May 2007 - March 2008
Skills
IFPA Certified Personal..., Florida Notary
Education
Webster University 2013 — 2015
Master of Business Administration (MBA)
Florida State University 2003 — 2007
BS, Finance and Real Estate