Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 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.

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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
Olivia Dunn Olivia Dunn Jacksonville, Florida Details
Olivia Dunn's Fidelity Investments Experience March 2015 - Present
Job Recruiting/ Staffing Professional
Industry Human Resources
Experience
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

Jeffrey R Grantham Jeffrey R Grantham Dallas/Fort Worth Area Details
Jeffrey R Grantham's Fidelity Investments Experience July 2015 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
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

Danielle Bucsek Danielle Bucsek Providence, Rhode Island Details
Danielle Bucsek's Fidelity Investments Experience July 2015 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   June 2014 - August 2014

Education
Florida State University   2011 — 2015
Bachelor of Science (B.S.), Finance, General

Ravel Dupiton Ravel Dupiton Atlanta, Georgia Details
Ravel Dupiton's Fidelity Investments Experience July 2010 - June 2011
Job Business Development Representative at QGenda
Industry Computer Software
Experience
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

Tom Carmody Tom Carmody Greater Atlanta Area Details
Tom Carmody's Fidelity Investments Experience December 1986 - July 1997
Job Senior Director, Institutional Retirement Plan Sales at TIAACREF
Industry Financial Services
Experience
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

Landon Travis Landon Travis Jacksonville, Florida Details
Landon Travis's Fidelity Investments Experience January 2015 - Present
Job Inheritor Services Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Kyle Neese Kyle Neese Jacksonville, Florida Details
Kyle Neese's Fidelity Investments Experience March 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
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

Michael Schaedel Michael Schaedel Tampa/St. Petersburg, Florida Area Details
Michael Schaedel's Fidelity Investments Experience August 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Dallas Jackson Dallas Jackson Jacksonville, Florida Details
Dallas Jackson's Fidelity Investments Experience August 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
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

Wayne Fieldsa Wayne Fieldsa San Francisco Bay Area Details
Wayne Fieldsa's Fidelity Investments Experience August 1988 - August 1994
Job General Manager at Fieldsa Vineyards
Industry Wine and Spirits
Experience
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

Andrew Klanjac Andrew Klanjac Jacksonville, Florida Area Details
Andrew Klanjac's Fidelity Investments Experience April 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
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

Joshua Krafchick Joshua Krafchick Jacksonville, Florida Area Details
Joshua Krafchick's Fidelity Investments Experience January 2013 - June 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Kyle Sanders Kyle Sanders Jacksonville Beach, Florida Details
Kyle Sanders's Fidelity Investments Experience April 2014 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
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

Brandon Rith Brandon Rith Denver, Colorado Details
Brandon Rith's Fidelity Investments Experience April 2014 - Present
Job Facilitator, Fidelity Investments
Industry Financial Services
Experience
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

Michael Tartaglia Michael Tartaglia Jacksonville, Florida Details
Michael Tartaglia's Fidelity Investments Experience March 2015 - Present
Job Portfolio Specialist in Portfolio Advisor Services at Fidelity Investments
Industry Financial Services
Experience
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

Ron Heymann CFP®, ChFC Ron Heymann CFP®, ChFC Jacksonville, Florida Area Details
Ron Heymann CFP®, ChFC's Fidelity Investments Experience 2011 - 2012
Job Wealth Advisor at Davis Capital Management
Industry Investment Management
Experience
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

Cheryl Chavka Cheryl Chavka Marathon, Florida Details
Cheryl Chavka's Fidelity Investments Experience June 2013 - March 2015
Job Bookkeeper at Bishop, Rosasco, & Co.
Industry Financial Services
Experience
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

Anne Christine Whiteley Anne Christine Whiteley Tampa/St. Petersburg, Florida Area Details
Anne Christine Whiteley's Fidelity Investments Experience October 2000 - July 2005
Job Physician Account Manager at Quest Diagnostics
Industry Medical Devices
Experience
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

Jane LeGette Jane LeGette Greenville, South Carolina Area Details
Jane LeGette's Fidelity Investments Experience February 1997 - November 1997
Job VP, Sales at Fidelity Investments Fidelity Institutional Wealth Services
Industry Financial Services
Experience
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

Felicity Price Felicity Price Jacksonville, Florida Area Details
Felicity Price's Fidelity Investments Experience March 2014 - Present
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
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

Heather DeVito Heather DeVito Orlando, Florida Details
Heather DeVito's Fidelity Investments Experience December 2010 - May 2012
Job Divisional Sales Strategist at ADP HR/BPO Solutions
Industry Information Services
Experience
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

Ashley Liz Ashley Liz Jacksonville, Florida Area Details
Ashley Liz's Fidelity Investments Experience July 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Thomas Hubbard Thomas Hubbard Saint Petersburg, Florida Details
Thomas Hubbard's Fidelity Investments Experience November 2010 - March 2012
Job Currently Unemployed
Industry Financial Services
Experience
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

Josh Kuhbander Josh Kuhbander Jacksonville, Florida Area Details
Josh Kuhbander's Fidelity Investments Experience January 2013 - Present
Job at
Industry Financial Services
Experience
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

Mary Catherine Hartley Mary Catherine Hartley Jacksonville, Florida Area Details
Mary Catherine Hartley's Fidelity Investments Experience September 2007 - Present
Job Full Trader at Fidelity Investments
Industry Financial Services
Experience
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

Marina (MacVicar) Noreck Marina (MacVicar) Noreck Greater Boston Area Details
Marina (MacVicar) Noreck's Fidelity Investments Experience April 2012 - Present
Job We're Hiring!
Industry Public Relations and Communications
Experience
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.

Douglas Pickel Douglas Pickel Saint Johns, Florida Details
Douglas Pickel's Fidelity Investments Experience February 2008 - August 2010
Job Global AntiMoney Laundering Operations Analyst 2 at Citi
Industry Banking
Experience
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

Ashlea Eustice Ashlea Eustice Greater Denver Area Details
Ashlea Eustice's Fidelity Investments Experience April 2015 - Present
Job Building Consultant at Armstrong Steel
Industry Building Materials
Experience
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

Craig Johnson, CFP® Craig Johnson, CFP® Bedford, New Hampshire Details
Craig Johnson, CFP®'s Fidelity Investments Experience August 2000 - February 2010
Job Regional Vice President
Industry Financial Services
Experience
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

Kelly Cannon Kelly Cannon Greater Boston Area Details
Kelly Cannon's Fidelity Investments Experience April 2007 - March 2011
Job AVP Executive Development, Marmaxx (Marshalls & TJXMaxx) at TJX
Industry Human Resources
Experience
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

Larry Martin CFP ® ChFC ® Larry Martin CFP ® ChFC ® Greater Atlanta Area Details
Larry Martin CFP ® ChFC ®'s Fidelity Investments Experience September 2003 - May 2010
Job Financial Planning Professional
Industry Financial Services
Experience
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

Jacqueline Ehlers Jacqueline Ehlers Fort Myers, Florida Details
Jacqueline Ehlers's Fidelity Investments Experience 2006 - 2011
Job Mktg and Communications Coordinator/Executive Asst. at Southwest Florida Community Foundation
Industry Nonprofit Organization Management
Experience
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

Jenna Daniels Jenna Daniels Jacksonville, Florida Area Details
Jenna Daniels's Fidelity Investments Experience October 2014 - Present
Job High Net Worth Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Ryan Soule Ryan Soule Jacksonville, Florida Details
Ryan Soule's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Zachary Bollinger, CFP® Zachary Bollinger, CFP® Orlando, Florida Area Details
Zachary Bollinger, CFP®'s Fidelity Investments Experience March 2014 - Present
Job Regional Planning Consultant
Industry Financial Services
Experience
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

Tyler Carter Tyler Carter Orlando, Florida Area Details
Tyler Carter's Fidelity Investments Experience January 2008 - November 2012
Job Director of Business Development at NuView IRA
Industry Financial Services
Experience
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

Thomas Dorman Thomas Dorman Jacksonville, Florida Area Details
Thomas Dorman's Fidelity Investments Experience April 2012 - Present
Job Series 9/10, 7 and 63 Licensed
Industry Financial Services
Experience
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

Brent Davenport, CFP® Brent Davenport, CFP® Franklin, Tennessee Details
Brent Davenport, CFP®'s Fidelity Investments Experience February 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2010 - Present

Skills
Financial Planning

Education
Florida State University
Bachelor's degree, Finance

Patrick Metcalf Patrick Metcalf Jacksonville, Florida Area Details
Patrick Metcalf's Fidelity Investments Experience June 2011 - April 2012
Job Land Development Manager at Dream Finders Homes, LLC
Industry Real Estate
Experience
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

Juan C. Smith Juan C. Smith Jacksonville, Florida Area Details
Juan C. Smith's Fidelity Investments Experience August 2015 - Present
Job Investments Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
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

Richard Sikes, CFA Richard Sikes, CFA Jacksonville, Florida Details
Richard Sikes, CFA's Fidelity Investments Experience June 2008 - August 2012
Job Senior Financial Risk Analyst at EverBank
Industry Banking
Experience
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

Trace Shapiro Trace Shapiro Fort Lauderdale, Florida Details
Trace Shapiro's Fidelity Investments Experience September 2010 - October 2011
Job Vice President, US Trust Private Wealth Management
Industry Financial Services
Experience
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

David Funes David Funes Austin, Texas Details
David Funes's Fidelity Investments Experience September 2007 - August 2014
Job Account Manager at Journey Medical Solutions, LLC
Industry Hospital & Health Care
Experience
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

Bart Reeder Bart Reeder Jacksonville, Florida Area Details
Bart Reeder's Fidelity Investments Experience March 2014 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Dominique Hebert, CFP® Dominique Hebert, CFP® Miami/Fort Lauderdale Area Details
Dominique Hebert, CFP®'s Fidelity Investments Experience May 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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™

Matthew McKie Matthew McKie Orlando, Florida Area Details
Matthew McKie's Fidelity Investments Experience October 2015 - Present
Job Financial Representative for Fidelity Investments
Industry Financial Services
Experience
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

Derek Nichols, CFP® Derek Nichols, CFP® Greater Chicago Area Details
Derek Nichols, CFP®'s Fidelity Investments Experience July 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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)

Bobby McCormick, CFA Bobby McCormick, CFA Dallas/Fort Worth Area Details
Bobby McCormick, CFA's Fidelity Investments Experience February 2010 - July 2014
Job Director of Exchange Traded Products at Highland Capital Management
Industry Financial Services
Experience
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

James Gotwald James Gotwald Jacksonville, Florida Details
James Gotwald's Fidelity Investments Experience May 2014 - Present
Job High Net Worth Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2014 - Present

Skills
Finance, Stock Market, Trading, Data Analysis, Financial Analysis

Education
Florida State University   2007 — 2012
Bachelor's Degree, Economics

Jacob Fischer Jacob Fischer Pensacola, Florida Details
Jacob Fischer's Fidelity Investments Experience September 2010 - March 2011
Job Manager of Physician Practice Development
Industry Hospital & Health Care
Experience
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

Jason Sellew Jason Sellew Greater Atlanta Area Details
Jason Sellew's Fidelity Investments Experience June 2005 - January 2010
Job President
Industry Financial Services
Experience
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

Paul Bussey Paul Bussey Tallahassee, Florida Details
Paul Bussey's Fidelity Investments Experience February 2015 - June 2015
Job Information Technology LDP at CSX Technology
Industry Higher Education
Experience
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

Deb Brown, M.S., MAIR Deb Brown, M.S., MAIR Greater Boston Area Details
Deb Brown, M.S., MAIR's Fidelity Investments Experience 1992 - 1998
Job Human Resources Consultant
Industry Human Resources
Experience
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

Keith Blumenstock Keith Blumenstock Charlotte, North Carolina Details
Keith Blumenstock's Fidelity Investments Experience May 2014 - September 2014
Job Senior Investment Advisor
Industry Financial Services
Experience
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

Richard Ebaugh Richard Ebaugh West Palm Beach, Florida Area Details
Richard Ebaugh's Fidelity Investments Experience June 2008 - May 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

John Zoda John Zoda Tallahassee, Florida Details
John Zoda's Fidelity Investments Experience May 2014 - April 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Thomas Salah, CFP® Thomas Salah, CFP® Jacksonville, Florida Details
Thomas Salah, CFP®'s Fidelity Investments Experience January 2011 - Present
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
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

Jeffrey Ganter Jeffrey Ganter Melbourne, Florida Details
Jeffrey Ganter's Fidelity Investments Experience October 2010 - June 2011
Job Finance Graduate Student with a passion for Trading, Investing and the Financial Markets
Industry Financial Services
Experience
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

Chase Carpenter Chase Carpenter Jacksonville, Florida Details
Chase Carpenter's Fidelity Investments Experience April 2008 - October 2008
Job IT Project Manager at Black Knight Financial Services
Industry Financial Services
Experience
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

Barry Steelman, AIF® Barry Steelman, AIF® Greater Denver Area Details
Barry Steelman, AIF®'s Fidelity Investments Experience October 2001 - August 2008
Job Managing Partner and Client Advocate, Private Client Wealth Advisors, LLC
Industry Investment Management
Experience
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

Matthew Geyer Matthew Geyer Jacksonville, Florida Details
Matthew Geyer's Fidelity Investments Experience August 2007 - July 2010
Job Financial Analyst at Allstate Benefits
Industry Insurance
Experience
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

Robert Burie Robert Burie Boca Raton, Florida Details
Robert Burie's Fidelity Investments Experience June 2014 - May 2015
Job Financial Advisor Associate
Industry Financial Services
Experience
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

Joel F Frederick Joel F Frederick Charlotte, North Carolina Area Details
Joel F Frederick's Fidelity Investments Experience August 2008 - July 2014
Job Senior IT Engineer at TIAACREF
Industry Financial Services
Experience
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

Kyle Good Kyle Good Deerfield Beach, Florida Details
Kyle Good's Fidelity Investments Experience June 2013 - April 2014
Job Good Event Management
Industry Events Services
Experience
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

Kathleen Fix Kathleen Fix Jacksonville, Florida Area Details
Kathleen Fix's Fidelity Investments Experience 2003 - 2005
Job SVP Human Resources at Fortegra Financial
Industry Human Resources
Experience
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

Liston Bias Liston Bias Orlando, Florida Area Details
Liston Bias's Fidelity Investments Experience November 1998 - June 1999
Job Operations Project Manager
Industry Information Technology and Services
Experience
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

Ricardo A. Gonzalez Ricardo A. Gonzalez Charlotte, North Carolina Details
Ricardo A. Gonzalez's Fidelity Investments Experience September 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Mike Tedder Mike Tedder Raleigh-Durham, North Carolina Area Details
Mike Tedder's Fidelity Investments Experience August 2013 - Present
Job Product Management
Industry Financial Services
Experience
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

Andrew McCullough Andrew McCullough Charlotte, North Carolina Area Details
Andrew McCullough's Fidelity Investments Experience 2002 - 2006
Job SVP; MDM Applications at Bank of America
Industry Banking
Experience
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

Justin Mikhalevsky Justin Mikhalevsky Washington D.C. Metro Area Details
Justin Mikhalevsky's Fidelity Investments Experience April 2006 - May 2010
Job Manager
Industry Financial Services
Experience
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

Susan Reigel Susan Reigel Denver, Colorado Details
Susan Reigel's Fidelity Investments Experience 2008 - Present
Job Investment Management Professional
Industry Investment Management
Experience
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

Brad Eisenberg Brad Eisenberg Raleigh-Durham, North Carolina Area Details
Brad Eisenberg's Fidelity Investments Experience July 2015 - Present
Job Guidance Support Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Steve Medsker Steve Medsker Greater Boston Area Details
Steve Medsker's Fidelity Investments Experience September 2004 - Present
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
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

Amy Shopp Amy Shopp Jacksonville, Florida Area Details
Amy Shopp's Fidelity Investments Experience March 2011 - Present
Job Premium Service Rep./ Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2011 - Present

Education
Florida State University   2009 — 2010
Bachelor of Science, Business Management

Tallahassee Community College   2007 — 2008
AA, Business

Julie DelGizzi Julie DelGizzi Greater Boston Area Details
Julie DelGizzi's Fidelity Investments Experience Conversion AnalystFidelity InvestmentsDecember 2003 - July 2005
Job Compliance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Conversion AnalystFidelity InvestmentsDecember 2003 - July 2005

Education
Florida State University   1994 — 1998
Bachelors, Music Ed

September Barnes September Barnes Raleigh-Durham, North Carolina Area Details
September Barnes's Fidelity Investments Experience July 2012 - Present
Job Senior Systems Engineer at Fidelity Investments
Industry Government Relations
Experience
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

Frank Coffenberry Frank Coffenberry Cincinnati Area Details
Frank Coffenberry's Fidelity Investments Experience September 2009 - September 2011
Job Branch Examinations Manager at LPL Financial
Industry Financial Services
Experience
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

Vanessa Palmer Vanessa Palmer Jacksonville, Florida Area Details
Vanessa Palmer's Fidelity Investments Experience February 2014 - Present
Job MBA, University of North Florida
Industry Financial Services
Experience
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

Sean McElhaney, CFP® Sean McElhaney, CFP® Bethesda, Maryland Details
Sean McElhaney, CFP®'s Fidelity Investments Experience June 2010 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
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

Perry S. Meyers Perry S. Meyers Highland Park, Illinois Details
Perry S. Meyers's Fidelity Investments Experience March 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Christopher Forte Christopher Forte Jacksonville, Florida Area Details
Christopher Forte's Fidelity Investments Experience January 2008 - October 2012
Job Sr. Investment Services Representative at Corporate One Federal Credit Union
Industry Financial Services
Experience
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

Jack Whitman Jack Whitman Nashua, New Hampshire Details
Jack Whitman's Fidelity Investments Experience February 2005 - July 2005
Job Accounts Receivable Specailist at Philips
Industry Accounting
Experience
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

Lee Schmerin Lee Schmerin Jacksonville Beach, Florida Details
Lee Schmerin's Fidelity Investments Experience June 2011 - November 2012
Job Client Support Specialist at Advent Software
Industry Information Technology and Services
Experience
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

Orlando Jesalva, Jr. Orlando Jesalva, Jr. Raleigh-Durham, North Carolina Area Details
Orlando Jesalva, Jr.'s Fidelity Investments Experience March 2014 - Present
Job Sr Systems Analyst
Industry Information Technology and Services
Experience
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

Amy Purifoy Amy Purifoy Greater Chicago Area Details
Amy Purifoy's Fidelity Investments Experience July 2012 - Present
Job Private Client Specialist at Fidelity Investments
Industry Higher Education
Experience
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

Alex Santiuste Alex Santiuste Atlanta, Georgia Details
Alex Santiuste's Fidelity Investments Experience June 2014 - June 2015
Job Complex Risk Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS  June 2015 - Present
Fidelity Investments   June 2014 - June 2015
Fidelity Investments   June 2013 - June 2014
Scottrade  May 2011 - May 2013

Education
Florida State University   2009 — 2013
Bachelor of Science (BS), Finance

Eric Radefeld Eric Radefeld Greater New York City Area Details
Eric Radefeld's Fidelity Investments Experience March 2008 - March 2011
Job Executive Director
Industry Financial Services
Experience
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

Shannon Crowder Shannon Crowder Atlanta, Georgia Details
Shannon Crowder's Fidelity Investments Experience April 2010 - March 2012
Job Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
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

Danielle Wagers Danielle Wagers Cincinnati, Ohio Details
Danielle Wagers's Fidelity Investments Experience January 2012 - May 2013
Job Securities Trader
Industry Financial Services
Experience
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

Blake Ives Blake Ives Jacksonville, Florida Details
Blake Ives's Fidelity Investments Experience October 2013 - Present
Job Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Jeremy Hubsch Jeremy Hubsch Jacksonville, Florida Details
Jeremy Hubsch's Fidelity Investments Experience June 2006 - September 2007
Job Building and Zoning Director at City of Atlantic Beach
Industry Architecture & Planning
Experience
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

Kelsey Zyndorf Kelsey Zyndorf Tampa/St. Petersburg, Florida Area Details
Kelsey Zyndorf's Fidelity Investments Experience October 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Andrea Dandridge Andrea Dandridge Atlanta, Georgia Details
Andrea Dandridge's Fidelity Investments Experience January 2008 - October 2009
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
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

Kyle McCurry Kyle McCurry Jacksonville, Florida Details
Kyle McCurry's Fidelity Investments Experience January 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present

Education
Florida State University   2010 — 2014
BS, Finance, General

Florida State University

Charlene Oliver Charlene Oliver Orlando, Florida Details
Charlene Oliver's Fidelity Investments Experience May 2007 - March 2008
Job Inventory Specialist at Wyndham Vacation Ownership
Industry Hospitality
Experience
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

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