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.
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Fidelity Investments Employees
The Canadian Payroll Association July 2015 - Present
Fidelity Investments January 2015 - June 2015
Best Doctors January 2013 - December 2014
Best Doctors February 2014 - October 2014
American Express October 2010 - December 2012
Various Temporary Assignments July 2010 - July 2010
Access Research Inc. December 2007 - December 2009
Self-Employed 2006 - 2007
Skills
Bilingual Education, Bilingual Communications, Case Management, Computer Proficiency, Healthcare, Medical Terminology, Customer Service, Customer Relations, Financial Services, Health Insurance, French, Microsoft Office
Education
Ecole Secondaire Etienne Brulé
Bilingual Diploma, Bilingual Diploma
George Brown College
Dental Hygiene/Hygienist
Fidelity Investments November 2013 - Present
Engility Corporation December 2012 - August 2013
Engility Corporation November 2010 - November 2012
TRAK Services August 2010 - October 2010
George Mason Univeristy January 2008 - February 2010
Skills
Analysis, Leadership, Quality Assurance, Microsoft Office, Research, Customer Service, Time Management, Employee Training, National Security, Highly detail oriented, Team Building, Organization, Multi Tasking, Immigration Policy, Communication, Exchange Programs, Visas, Human Resources
Education
Towson University 2011 — 2013
Master of Arts (M.A.), Professional Studies
George Mason University 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Fidelity Investments November 2014 - Present
Nordstrom June 2014 - September 2014
Target June 2013 - April 2014
Hudson Trail Outfitters June 2012 - June 2013
Transitions for the Developmentally Disabled, LLC June 2009 - May 2010
Education
George Mason University 2010 — 2014
B.S., Economics
Desert Vista High School 2006 — 2010
General Studies
Citi November 2014 - Present
Fidelity Investments February 2014 - October 2014
Convergys February 2013 - February 2014
Kentucky Center for Mathematics August 2012 - February 2013
NKU International Education Center September 2011 - December 2012
Speedway/Super America March 2008 - September 2011
Discovery Channel November 2004 - January 2008
Skills
Office Administration, Database Administration, File Management, Managed File Transfer, Microsoft Office, Image Now, Statistical Software, Filezilla, Telecommunications, Marketing Research, Qualitative Research, Quantitative Research, Facsimile, Data Processing..., Adobe Acrobat..., Office Equipment, Recruitment Training, Recruiting, New Student Orientation, Cisco Webex Connect, SharePoint, Microsoft Dynamics, Scanners, Social Media, SAP GUI, Public Speaking, Customer Service
Education
Northern Kentucky University 2012 — 2013
Bachelor of Arts (B.A.), Organizational Leadership Minor Psychology, 3.435
Gateway Community and Technical College 2008 — 2010
Associate of Science (A.S.), Psychology
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
First Tech Credit Union July 2013 - May 2014
Central National Bank February 2011 - July 2013
Skills
Finance, Financial Services, Customer Service, Leadership, Series 7, Series 63, Financial Analysis, Teamwork
Education
Kansas State University 2010 — 2013
Bachelor of Science in Business Administration, Finance, General, 3.21
Garden City Community College 2008 — 2010
Associate of Science Degree, Business/Commerce, General
Whitney National Bank 1987 - 1991
Fidelity Investments 1987 - 1989
Skills
Investment Management, Financial Analysis, Financial Planning, Financial Advisory, Investment Advisory, Retail Banking, Digital Marketing, Website Development, Website Creation, Social Media Marketing, Marketing Strategy
Education
Loyola University New Orleans 1989 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services
University of Mississippi 1980 — 1982
Bachelor of Business Administration (BBA), Marketing
Furman University 1978 — 1980
Fidelity Investments Regional Sales ConsultantFidelity Investments2006 - Present
Skills
Account Management, 401k, Sales, Salesforce.com, Retirement, Team Building, Sales Operations, Cold Calling, Selling, Sales Process, Sales Management, New Business Development, Employee Benefits, Sales Presentations, Direct Sales
Education
Georgetown College 1997 — 2001
Bachelor of Science (B.S.), Business Administration
Fidelity Investments October 2003 - Present
United Cerebral Palsy of Greater Cincinnati May 2013 - July 2013
Skills
Photoshop, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Team Building, Adobe Acrobat, Layout, Microsoft Excel, Project Management, Graphics, Customer Service
Education
Gateway Community and Technical College 2007 — 2013
Associate's Degree, Associates of Applied Science major in Graphic Design and Certificate of Design Assistant, 3.75 GPA
Fidelity Investments July 2014 - Present
Fidelity Investments August 2008 - June 2014
Fidelity April 2005 - August 2008
Fidelity Investments April 2004 - April 2005
Skills
Vendor Management, Relationship Management, Business Analysis, Business Process..., Leadership, Process Improvement, Program Management, Project Management
Education
George Mason University 1995 — 2000
Bachelor of Science (B.S.), Psychology
Fidelity Investments May 2015 - Present
Caliber February 2015 - February 2015
Hughes Amys LLP August 2013 - October 2014
International Chamber of Commerce (ICC) November 2012 - December 2012
New York Supreme Court, Appellate Term,1st Div June 2012 - July 2012
Hai Mai Law Firm June 2011 - August 2011
Concord Associates February 2009 - August 2010
connexions.org September 2008 - February 2009
University of Toronto January 2008 - September 2008
University of Toronto January 2008 - September 2008
Skills
Legal Research, Legal Writing, Research, Policy Analysis, Public Speaking, Commercial Litigation, Corporate Law, International..., Bankruptcy, Litigation, Mediation, Debt Restructuring, International Law, Alternative Dispute..., Legal Advice, Dispute Resolution, International Relations, Civil Litigation, Courts, French, Securities Regulation, Human Rights, Corporate Governance, PowerPoint, Policy, Legal Assistance, Time Management, Microsoft Office, Insolvency, User Interface Design, User Experience Testing, Interaction Design, OmniGraffle, Adobe Creative Suite, Axure RP, User Experience, Wireframes, User-centered Design
Education
General Assembly 2014 — 2015
UX Design
The University of Western Ontario 2010 — 2013
Juris Doctor (J.D.), Law
Université Jean Moulin (Lyon III) 2012 — 2012
Doctor of Law (J.D.), Law
Penn State (in conjunction with McGill University) 2011 — 2011
Certificate in International Commercial Arbitration
Ryerson University 2009 — 2009
Continuing Education, Digital Film Production
McGill University 2004 — 2008
BA, Psychology
Fidelity Investments February 2004 - Present
Skills
Series 7, Series 63, Series 9/10, Series 66
Education
George Fox University
Business Management
Wayside Schools January 2015 - Present
Texas A&M University July 2013 - December 2014
Education Pioneers June 2014 - August 2014
Charles Schwab June 2012 - July 2013
Merrill Edge November 2011 - June 2012
Adventures In Missions June 2010 - June 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Project Management, Non-profit Program..., Portfolio Management, Charitable Gift Planning, Retirement Planning, Wealth Management, Asset Allocation, Retirement, 401k, Financial Services, Securities
Education
Texas A&M University 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2008 — 2009
Center for Continuing and Professional Education
Miami University 2002 — 2006
BS, Finance, International Business
OMERS April 2014 - Present
Sun Life Financial June 2011 - April 2014
Sun Life Financial October 2009 - June 2011
Sun Life Financial April 2008 - October 2009
Sun Life Financial November 2002 - April 2008
Fidelity Investments 1998 - 2003
Spectrum United Mutual Funds 1992 - 1998
Skills
Instructional Design, Workshop Facilitation, Public Speaking, Performance Consulting, Needs Analysis, Organizational..., Training Delivery, Organizational..., Employee Engagement, Adult Education, Leadership Development, Talent Management, Coaching, Change Management, Blended Learning, E-Learning, Performance Management, Career Development, Succession Planning, Organizational Design, Leadership, Training, Human Resources, Consulting, Project Management, Management, Strategy
Education
University of Toronto - Ontario Institute for Studies in Education 2008 — 2010
M.Ed, Adult Education
George Brown College 1998 — 2000
CE Certificate, Instructing Adults
University of Waterloo 1989 — 1993
BA, English
Fidelity Investments August 2007 - Present
Council of Economic Advisers January 2005 - August 2007
Bush-Cheney '04 April 2004 - December 2004
U.S. Congress January 1996 - April 2004
Skills
Financial Services, Policy Analysis, Strategic Communications, Public Policy, Policy
Education
George Mason University 1992 — 1996
Bachelor of Science (BS), Public Administration
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Upstate Mediation Center September 2013 - December 2013
John Hancock Financial Services May 2013 - August 2013
Dickinson Wright PLLC December 2011 - January 2012
True Athlete Performance May 2011 - August 2011
Sonic Automotive May 2010 - December 2010
Stevens Davis LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Stata, Bloomberg Data License, FactSet Research Systems, Sales
Education
Furman University
Bachelor of Arts (BA), Business Administration and Political Science
Flint Hill School
Fidelity Investments January 2007 - Present
Education
Gateway Community and Technical College 2002 — 2011
Associate's degree, Criminal Justice/Safety Studies
Fidelity Investments April 2014 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments April 2011 - April 2013
Toronto Board of Trade August 2010 - December 2010
Toronto Board of Trade January 2010 - August 2010
Ontario Place April 2008 - September 2009
Education
George Brown College 2009 — 2010
Post Graduate Certificate, Sport & Event Marketing
University of Guelph 2004 — 2009
Bachelor of Commerce
John Hancock Investments March 2015 - Present
Fidelity Investments February 2013 - December 2014
EMD Millipore October 2011 - July 2012
Health Dialog August 2007 - September 2011
Fidelity Investments 2006 - 2007
Wyeth Biotech 2005 - 2007
YBP Library Services 2004 - 2005
Manulife Financial 2003 - 2004
Putnam Investments 2000 - 2002
John Hancock Financial Services 1999 - 2000
Skills
Project Management, Change Management, SDLC, Program Management, Business Analysis, Process Improvement, Cross-functional Team..., IT Strategy, Integration, Software Documentation, Strategy, PMO, Budgets, Agile Methodologies, Management, Requirements Analysis, Vendor Management, PMP, Leadership, Quality Assurance, Software Project..., SharePoint, Team Leadership, Business Intelligence, MS Project, Visio, Risk Management, Software Development
Education
Providence College 1991 — 1993
MBA, International Business
Georgetown University 1984 — 1987
Bachelor of Science (B.S.), International Politics
Hopkins School
Maine Authors Publishing 2012 - Present
University of Phoenix December 2005 - Present
Plato Learning, Inc., October 2010 - December 2010
David Consulting Group 2006 - 2007
Fidelity Investments 1993 - 2005
BBN 1989 - 1993
BBN Technologies 1989 - 1993
Skills
Program Management, Business Analysis, SDLC, Process Improvement, Software Project..., Quality Assurance, Project Management, Agile Methodologies, Requirements Analysis, Change Management, Metrics, Vendor Management
Education
University of Phoenix 2005 — 2009
DM, Management
James Madison University 1967 — 1972
College, History and languages
George Mason University
MA, History
Nichols College
MBA, Business
Great-West Life and Annuity Insurance Company November 2008 - Present
Fidelity Investments October 2005 - August 2008
Education
George Brown College 2003 — 2005
Diploma, Business Marketing
Progress Rail Services Corporation April 2015 - Present
Belcan Engineering July 2012 - April 2015
LaRosa's May 2006 - May 2013
Fidelity Investments January 2011 - July 2011
Zwicker & Associates, P.C. August 2009 - August 2010
FedEx Express August 2004 - August 2006
Skills
AutoCAD, Autodesk Software, Unigraphics, UGS, Microsoft Office, Customer Service, Phone Skills, Data Entry, Microsoft Excel, PowerPoint, Microsoft Word
Education
Gateway Community and Technical College 2011 — 2013
General Occupational Technical Studies, Computer Aided Drafting and Design, 3.6
Holy Cross High School 1997 — 2000
CI Investments Inc. January 2010 - March 2015
Fidelity Investments June 2005 - October 2008
Shared Vision Management Search Inc. 2003 - 2005
ADV Advanced Technical Services 1996 - 2003
Skills
Information Technology, Talent Acquisition, Recruiting, Onboarding, Talent Management, Management, Leadership, Human Resources, Time Management, Interviews, Sales, Finance, Temporary Placement, New Business Development, Negotiation, Technical Recruiting, Employee Benefits, Training, Customer Retention, Contract Recruitment, Vendor Management, Employee Relations, Career Counseling, Performance Management, Employee Engagement
Education
Ryerson University 2005 — 2008
Human Resources Certification
George Brown College
Life Skills Coach
USAA December 2012 - Present
Capital Fiduciary Advisors January 2012 - December 2012
Fidelity Investments October 2006 - January 2012
Ameriprise Financial Services, Inc. December 2004 - October 2006
Education
George Mason University 2013 — 2014
Executive MBA
Georgetown University 2010 — 2010
Executive Certificate in Financial Planning, Financial Planning
George Mason University 2000 — 2004
Bachelors, Economics
Scotiabank October 2015 - Present
Scotiabank December 2010 - Present
Quebecor media-Sun TV December 2008 - December 2010
Fidelity Investments January 2005 - October 2008
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Finance, Portfolio Management, Budgets, Risk Management, Project Planning, Asset Management, Financial Services, Management, Product Management, Strategic Financial..., Banking, Financial Planning
Education
Seneca College of Applied Arts and Technology 2001 — 2004
Diploma, Business Administration-Marketing
George Brown College 1999 — 2001
Culinary Management
Mattamy Homes January 2014 - Present
Microsoft Canada May 2010 - January 2014
OnCue Events Inc. January 2010 - January 2014
MDS Inc February 2004 - December 2009
MDS Inc February 2004 - December 2009
Casco Inc. December 2002 - February 2004
Fidelity Investments January 2001 - August 2002
Skills
Event Management, Corporate Events, Leadership, Program Management, Corporate Communications, Team Building, Business Development, Trade Shows, Meeting Planning, Budgets, Incentive Programs, Project Management, Contract Negotiation, Customer Service, Strategic Planning, Event Planning, Internal Communications, Graphic Design, Sales, Management, Social Media, Marketing Communications, Marketing, CRM, Marketing Strategy
Education
George Brown College 2007 — 2009
Graphic Design / Digital Publishing
McLuhan & Davies Communications Inc 2005 — 2005
Communications Writing
University of Toronto 2001 — 2001
Project Management
LifeShare Management Group, Inc. March 2013 - Present
Jared the Galleria of Jewelry October 2012 - Present
Gemvara September 2011 - December 2011
Fidelity Investments May 2011 - August 2011
Elizabeth's on Elm January 2010 - August 2011
Fidelity Investments 2010 - 2010
Victoria's Secret April 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Data Entry, Coordinate Meetings, Office Administration, PowerPoint, Merchandising, Retail, Visual Merchandising, Outlook
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration - Entrepreneurship; Studio Art
Gemological Institute of America
Accredited Jewelry Professional
Swinerton Builders March 2013 - Present
Balfour Resource Group July 2009 - October 2012
National College Access Network January 2009 - June 2009
Pro Bono Institute January 2008 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Communications, Writing, Project Planning, Organizing, Training Skills, Healthcare Consulting, Education, Teamwork, Attention To Detail, Research, Training, Editing, Healthcare, Program Management, Proposal Writing, Strategic Planning, Microsoft Excel, Project Management, PowerPoint
Education
Georgetown University 2005 — 2008
Bachelor of Arts, English
Georgetown University Study Abroad Program, Villa Le Balze – Florence, Italy 2008 — 2008
Creative Writing, Italian Literature
Oxford University Study Abroad Program – Oxford, England 2004 — 2004
Shakespearean Literature, Art, and Architecture
Edelman Financial Services LLC January 2010 - Present
Edelman Financial Services LLC January 2010 - Present
Fidelity Investments 2001 - 2009
Fidelity Investments December 2003 - April 2006
Fidelity Investments January 2003 - December 2003
New England Financial October 2002 - January 2003
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Series 7, Investments, Investment Advisory, Series 63, Financial Services, Mutual Funds, Wealth Management, Asset Managment, Investment Strategies, Portfolio Management, 401k, Investment Management, Certified Financial..., Financial Advisory, Personal Financial..., IRAs, Pensions, High Net Worth..., Saving for Education, Personal Finance, 401k Rollovers, Long-term Care, 529 Plans, Registered Investment..., Financial Goals
Education
University of Delaware 1998 — 2002
Bachelors
Georgetown University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Fidelity Investments August 1995 - Present
Fidelity Investments 1995 - 2008
PaineWebber 1990 - 1995
Skills
401k, Retirement, Defined Benefit, Series 63, Mutual Funds, Defined Contribution, Series 6, Retirement Planning, Retirement Plan..., Investments, Wealth Management, ERISA, Pensions, Asset Allocation, Asset Management, Financial Services, Alternative Investments, FINRA, Securities, Series 65, Investment Advisory, Series 7, Financial Advisory, Investment Strategies, Financial Planning, Employee Benefits, Relationship Management
Education
George Mason University 1982 — 1986
Economics
Fidelity Investments January 2013 - Present
The Prudential Insurance Company of America December 2009 - January 2013
VALIC October 2006 - November 2009
Smith Barney May 2004 - October 2006
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Retirement, Insurance
Education
The American College 2010 — 2014
George Mason University 2000 — 2005
BA, Economics
Wachovia/Wells Fargo February 2008 - Present
WACHOVIA April 2003 - November 2007
GLOBAL COMPLIANCE SERVICES August 2003 - February 2004
Fidelity Investments June 2000 - February 2003
SYSTEMS COMPUTER TECHNOLOGY February 1997 - May 2000
Education
University of Washington 1996 — 1996
graduate work, Local Area Networks
Gardner-Webb University 1984 — 1986
BS, Computer Science
Fidelity Investments April 2013 - Present
TIAA-CREF March 2009 - March 2013
TIAA-CREF March 2007 - March 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2001
Fidelity Investments 1997 - 2000
Skills
Sales Management, Marketing, Public Speaking, Professional Mentoring, Creative Consultation, Series 63, Series 7, Asset Allocation, Mutual Funds
Education
Georgetown University 2014 — 2014
Certificate
University of Utah
BA
Fidelity Investments August 2015 - Present
Fidelity Investments March 2015 - August 2015
Fidelity Investments July 2014 - March 2015
Canadian Cancer Society September 2013 - January 2014
Canadian Cancer Society May 2013 - August 2013
Skills
Human Resources, Teamwork, Public Speaking, Customer Service, Oral & Written..., Research, Employee Relations, Leadership, Recruiting, Performance Management, Business Relationship..., HTML, Training, Project Management, Job Descriptions, Disability Management
Education
The University of Western Ontario 2008 — 2012
Bachelor of Arts (B.A.), Psychology, GPA for Major: 3.7
George Brown College
George Brown College
Fidelity Investments June 2015 - August 2015
Office of Massachusetts State Senator Cindy Creem May 2014 - August 2014
MASSPIRG May 2014 - August 2014
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Research
Education
Georgetown University 2013 — 2017
Bachelor of Arts (BA), Economics and government
Newton South High School
Fidelity Investments April 2015 - Present
Scottrade Inc June 2006 - April 2015
DoIT: Classroom Technologies February 2003 - July 2005
DoIT: Classroom Technologies September 1999 - May 2003
Skills
Software Documentation, Management, Series 63, Series 7, Investments, FINRA, Credit, Retail Banking, Loans, SharePoint, Equity Research, Derivatives, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Banking, Financial Markets, ETFs, Stocks, Financial Services, Strategic Financial..., Wealth Management, Financial Planning
Education
George Mason University 1999 — 2005
Stafford Senior High
North Carolina Department of Revenue February 2012 - Present
NC Department of Revenue February 2008 - February 2012
Fidelity Investments August 2007 - January 2008
North Carolina Department of Revenue October 1995 - July 2007
North Carolina Department of Revenue December 1994 - September 1995
Skills
Databases, Unix, SQL, Software Development, DB2, Oracle, Enterprise Architecture, Microsoft SQL Server, Database Design, COBOL, SharePoint, ITIL, Access, Java, ITIL 2.0 certified, DB2 Version 5 Certified, DB2 Version 7 Certified, DB2 Version 8 Certified, ITIL v3 Foundations..., SDLC
Education
High Point University
B.S., Computer Information Systems
George Mason University 1985 — 1989
B.S., Economics
ADP TotalSource January 2011 - Present
Fidelity Investments November 2006 - July 2009
Skills
HR Consulting, Legal Compliance, Employee Benefits, Employee Relations, HR Policies, Onboarding, Performance Management, Employment Law, FMLA, Open Enrollment, COBRA, Benefits, HR Strategy, Payroll, PEO, Job Descriptions, Human Resources, Personnel Management
Education
Southern New Hampshire University 2009 — 2011
Global MBA, Human Resource Management
George Mason University 2002 — 2006
Forefront Capital March 2013 - Present
Pioneer Capital Services April 2010 - Present
Hold Brothers On-line Investment Services, LLC February 2006 - March 2010
Fidelity Investments March 2004 - March 2006
Skills
options, Hedge Funds, Equity Trading, Futures, Proprietary Trading, Stock Trading, Prime Brokerage, Capital Introduction, Third Party Marketing, Alternative Investments, Trading Systems, Electronic Trading, Smart Order Routing, Options, Marketing, Derivatives, Fixed Income, Trading, Asset Management, Portfolio Management, Traders, Routing, Series 63, Series 7, Funding, Investments, Risk Management, Investment Management, Trading Strategies, Venture Capital, Securities, ETFs, Commodity, Financial Markets, Capital Markets, Bloomberg, Bonds, Asset Allocation, FINRA, Equities, Investment Strategies, Capital, Finance, Investment Banking, Business Development, Private Equity, Financial Services
Education
George Mason University 1989 — 1993
BS, Public Administration
George Mason University 1989 — 1993
BS Public Administraction
Accenture 2015 - Present
Computer Sciences Corporation 2010 - 2015
Ernst & Young 2007 - 2010
The Hackett Group 2004 - 2007
THERMOFISHER SCIENTIFIC (formerly Fisher Scientific) 2000 - 2004
PEARSON EDUCATION (formerly Addison Wesley Longman) 1997 - 2000
UNITIL CORPORATION 1994 - 1997
Fidelity Investments 1991 - 1994
NUMERICA FINANCIAL CORPORATION 1987 - 1991
Skills
Business Transformation, Shared Services, Management Consulting, Finance Transformation, Business Process..., Financial Reporting, Financial Modeling, IT Strategy, Financial Analysis, Finance, Process Improvement, Hyperion, Business Analysis
Education
George Mason University 1983 — 1987
University of New Hampshire
B.S, Business Administration; Finance Concentration
Self Employed Consultant September 2014 - Present
ALTS Investment Group November 2012 - September 2014
BNY Mellon Asset Management 2005 - 2011
Natixis Global Asset Management 1997 - 2004
Fidelity Investments 1994 - 1997
BAYBANKS BROKERAGE SERVICES INC 1993 - 1994
CORPORATE PERFORMANCE SYSTEMS INC 1990 - 1993
Bank of Boston 1987 - 1990
Liberty Life Insurance Co. 1981 - 1985
Skills
Strategy Implementation, Conflict Resolution, Business Management, Mergers/ Acquisitions, Business Integration, Change Management, Negotiation, Alternative Investments, Management, Strategy, Asset Management, Budgets, Asset Managment, Mergers, Process Improvement, Mutual Funds, Risk Management, Business Planning, Financial Analysis, Strategic Financial..., Investments, Portfolio Management, Fixed Income, Business Strategy, Finance, Mergers & Acquisitions, Leadership, Analysis, Executive Management, Equities, Financial Risk, Financial Services, Securities, Relationship Management, Financial Planning
Education
Boston University Management School of Business 1985 — 1987
Master, Business Administration
Furman University 1977 — 1981
BA, Business; Philosophy
Fidelity Investments April 2011 - Present
Fidelity Investments May 2010 - March 2011
athenahealth May 2009 - May 2010
Fidelity Investments January 2003 - August 2008
Fidelity Investments 2002 - 2003
Fidelity Investments 1999 - 2002
Skills
Process Improvement, Project Management, Series 63, Series 7, Management, Financial Services
Education
George Mason University 1989 — 1992
BA, Economics
Shelton High School 1983 — 1987
College Prep
Fidelity Investments August 2015 - Present
Fidelity Investments September 2014 - August 2015
Fidelity Investments September 2012 - September 2014
Fisher Design March 2010 - August 2012
Fisher Design January 2008 - March 2010
settingPACE September 2005 - January 2008
F+W Media April 2004 - September 2005
Kinko's, Inc. 2001 - 2004
Women's Crisis Center 2000 - 2001
Education
Northern Kentucky University 2011 — 2013
Master of Arts (MA), Communication, PR/Organizational Communication/Disability Studies
Northern Kentucky University 2000 — 2003
Bachelor of Arts (BA), Graphic Design, Communication, Marketing
Georgetown College 1999 — 2000
Graphic Design/Communication
GP Wealth Management December 2012 - December 2014
CI Investments July 2007 - December 2012
Fidelity Investments May 2006 - January 2007
Skills
Problem Solving, Attention To Detail, Building Relationships, Financial Analysis, Investments, Securities, Customer Service, Training, Mutual Funds, Risk Management, Wealth Management, Financial Advisory, Financial Services, Investment Advisory
Education
Association of Certified Fraud Examiners 2014 — 2015
Financial Forensics and Fraud Investigation
Canadian Securities Institute 2006 — 2012
Certificate in Investment Dealer Compliance, Compliance
George Brown College 2003 — 2007
Financial Planning
Humber College 2000 — 2002
Business Management
Tech Savvy Coach - Melissa Rush January 2014 - Present
Georgetown University Alumni Club of Boston 2007 - 2013
Fidelity Investments March 2005 - July 2011
The Ellie Fund 2003 - 2010
YWCA of Boston 2006 - 2007
Junior League of Boston 2001 - 2006
Howard Hughes Medical Institute 2002 - 2005
SmartHaven 2000 - 2001
Georgetown University 1998 - 2000
Skills
Cpr Certified, Event Planning, Event Management, Corporate Events, Attention To Detail, Time Management, Emerging Technologies, Team Building, Corporate Communications, Community Relations, Critical Thinking, Team Leadership, Innovative Problem..., Innovative Thinking, Social Media, Marketing Communications, Print Production..., Website Development, Database Management, Market Research, Strategic Planning, Competitive Analysis, Direct Sales, Foreign Languages, Multimedia Projects, Journalism, Brand Development, Start-ups, Trade Show Management, Corporate Policies, Blogging, Networking Events, Contract Negotiation, Business Intelligence, Survey Design, Budget Management, HTML, PowerPoint, Excel, Travel Planning, Grant Writing, Public Relations, International Marketing, Volunteer Coordination, Charity Events, Social Media Monitoring, Social Media Development, Twitter, Facebook, Pinterest
Education
Georgetown University 1998 — 2000
M.A.
Telecom SudParis and Telecom Ecole de Management (Paris) 1999 — 1999
Summer Program
University of Wisconsin-Madison 1990 — 1994
B.A.
Phillips Academy at Andover
High School Diploma
Time Warner Cable October 2015 - Present
Fidelity Investments December 2013 - Present
Marriott International April 2013 - July 2013
State Farm June 2008 - July 2009
Skills
English, Research, Teaching, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Editing, Photoshop, Outlook
Education
University of Cincinnati 2011 — 2013
Baccalaureate, Communication Sciences and Disorders
Gateway Community and Technical College 2009 — 2011
Associate of Arts and Sciences (AAS), Special Education and Teaching
CIBER, Inc. November 2007 - Present
JPMorgan Chase March 2007 - December 2007
Fidelity Investments March 2005 - January 2006
ICICI Onesource September 2002 - March 2005
Accolade Software June 2000 - June 2002
Skills
Change management, Configuration management, Defect coordination, Test Management, Test/production..., test/production..., Change execution, ITIL v3 Foundations..., Certified Scrum Master...
Education
Gauhati University 1999 — 2000
BSc
National Institute of Information Technology 1998 — 2000
GNIIT
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
St. Paul's School June 2015 - August 2015
lohtuslabs inc. January 2014 - August 2015
Tufts University September 2011 - June 2015
Verizon Wireless October 2014 - April 2015
Compass Partners September 2013 - April 2015
Tufts University June 2014 - January 2015
Tufts University January 2014 - September 2014
Tufts University May 2014 - August 2014
Skills
User Experience, User Research, User Interface Design, Rapid Prototyping, Usability Testing, Public Speaking, Event Management, Spanish, Research, Blogging, Customer Service, Microsoft Excel, Editing, Event Planning, Microsoft Office, PowerPoint, French, Community Outreach, Microsoft Word, Networking, Invision, Project Management, Adobe Creative Suite, Axure RP, Financial Services, Financial Reporting, Market Research, Operating Budgets, SPSS, Advertising, Data Analysis, Final Cut Pro, File Maker Pro, Software Prototyping
Education
General Assembly 2015 — 2015
Mobile Development iOS Certificate
Tufts University 2011 — 2015
Bachelor's of Science, Engineering Psychology/Human Factors
Lin-Wood Public School 2009 — 2011
High School Diploma, 3.67
Fidelity Investments November 2009 - Present
U.S. Department of Commerce, US Bureau of the Census March 2009 - May 2009
Target Corporation March 2007 - September 2008
GlassHouse Technologies June 2006 - March 2007
Kirkland’s Home Stores Inc June 2005 - January 2006
Wal-mart Stores Inc. September 2003 - May 2005
Christian Faith Center Academy August 2002 - May 2003
Sodexho Altys January 2001 - April 2002
US Army Reserves September 1983 - February 2001
Judson Independent School District February 1996 - June 2000
Skills
Program Management, Troubleshooting, Leadership, Access, System Administration, Analysis, Management, Project Management, Data Analysis, Security, XP, Microsoft SQL Server, Unix, Forecasting, Computer Hardware, Databases, Technical Support, Budgets, CRM, Hardware, Testing, Training, Customer Service, Microsoft Excel
Education
bishop ireton
bishop ireton
North Carolina State University 2004 — 2006
MA, Liberal Studies & Public Administration
George Mason University 1981 — 1985
BA, History, Political Science, Military Science & Russian/Middle Eastern Studies
National Insurance Producer Registry 2013 — 2013
Accident & and Health or Sickness License, Health & Insurance
North Carolina State University 2009 — 2009
Cert, Information Technology
National Military Intelligence College 1990 — 1990
PGIP, Intelligence Management and Leadership
MANPRINT Staff Officer Basic Course 1989 — 1989
DIP, Resource Management (Military)
US Army Intelligence School 1986 — 1986
Post Graduate Diploma, All-Source Intelligence Officer Basic Course
Insurance Educators 2014 — 2015
Certificates, Accident and Health or Sickness, S
SCW May 2011 - Present
Fidelity Investments 2010 - 2011
Wake Technical Community College March 2010 - 2010
IBM 1999 - 2009
IBM 1993 - 1999
IBM 1989 - 1993
Skills
Excel, PowerPoint, Access, Lotus Notes, Forecasting, Materials Management, SAP, Dreamweaver, Word, Logistics, Demand Planning, Account Management, Product Life Cycle..., Lotus 123, Inventory Management, Outlook, Internet Research, Photoshop, Cross-functional Team..., Leadership, Management, Microsoft Excel, Microsoft Word, Supply Chain Management, Team Building
Education
Georgetown University
Bachelor's Degree, School of Foreign Service - International Economics
Marymount University
MBA, Management / Economics;
North Carolina State University
Web Master Certificate Program
Universidad Autónoma de Guadalajara
Intensive Spanish Program
Royalty Clearinghouse November 2012 - Present
Royalty Clearinghouse January 2011 - November 2012
State Street July 2010 - November 2010
Independent Consultant - Finance/Investments May 2009 - 2010
Stanford Capital Management March 2007 - March 2009
Fidelity Investments December 1998 - January 2007
Skills
Investments, Portfolio Management, Mergers & Acquisitions, Due Diligence, Strategy, Management, Finance, Financial Analysis, Leadership, Financial Modeling, Acquisitions, Risk Management, Asset Management, Strategic Planning, Valuation, Economics, Equities, Oil & Gas Industry, Business Strategy, Marketing Strategy, Strategic Financial..., Corporate Finance, Business Analysis, Sales, Investment Banking, Commodity Markets, Capital Markets, Financial Services, Asset Managment, Equity Research, Bloomberg, Mergers, Wealth Management, Business Intelligence, Capital Budgeting, Strategic Negotiations, Cash Flow Forecasting, Financial Forecasting, Energy Markets, Business Growth..., Building Strong..., Business Networking, Lead Generation, CRM, Executive Reporting, Direct Marketing, Marketing Communications, Petroleum Economics, Mineral Rights, Purchasing Negotiation
Education
The University of Texas at Arlington
Finance
University of Phoenix
MBA, Finance
George Mason University
Finance-Accounting
Fidelity Investments March 2012 - Present
Booz Allen Hamilton January 2008 - February 2012
Blue Cross and Blue Shield of North Carolina August 2006 - December 2007
Booz Allen Hamilton June 2001 - August 2006
Skills
Business Intelligence, User Training, Technical Writing, Requirements Analysis, Business Analysis, Project Management, Analysis, Management
Education
George Mason University 1997 — 2001
BA, Sociology
Osbourn Park High
Fifth Third Bank February 2015 - Present
Fifth Third Bank February 2011 - February 2015
PNC Financial Services Group January 2008 - March 2010
National City Bank August 2006 - December 2007
National City Bank January 2006 - August 2006
National City Bank January 2005 - December 2005
National City Bank October 2001 - December 2004
American Greetings February 2000 - April 2001
Fidelity Investments October 1995 - June 1997
Skills
Banking, Cash Management, Treasury Management, Payments, Commercial Banking, Product Development, Customer Relations, Relationship Management, Financial Services, Trade Finance, Financial Institutions, Portfolio Management, Mergers & Acquisitions, Customer Service, Credit, Management, Strategy
Education
New York University 1997 — 1999
Masters, French Studies
Georgetown University 1993 — 1995
Master of Science, Foreign Service, 3.6
Xavier University 1989 — 1993
Bachelors, History, French, 3.8
Analysis Group 2010 - Present
Ahura Scientific (acquired byThermo Fisher Scientific) 2009 - 2010
Aspect Medical Systems 2004 - 2008
Millennium Pharmaceuticals 1999 - 2003
Fidelity Investments 1991 - 1999
Digital Equipment Corporation 1988 - 1991
General Electric 1982 - 1986
Education
Massachusetts Institute of Technology - Sloan School of Management 1986 — 1988
MS, Finance and Economics
Georgetown University 1977 — 1981
BS Foreign Service, International Finance and Economics
Acton Boxborough High School 1973 — 1977
Fidelity Investments September 2015 - Present
Skills
People Skills
Education
Illinois State University 2011 — 2015
Bachelor’s Degree, International Business
George Mason University 2010 — 2011
International Relations and Affairs
Paul Hastings September 2013 - Present
Paul Hastings May 2012 - July 2012
Institute of International Banking Law and Practice September 2010 - August 2011
The Honorable Dennis J. Smith, Fairfax Circuit Court May 2011 - July 2011
Fidelity Investments June 2007 - July 2010
Young Moore & Henderson PA May 2006 - August 2006
Education
University of Virginia School of Law 2011 — 2013
JD
George Mason University School of Law 2010 — 2011
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science
Fidelity Investments January 2011 - Present
Fidelity Investments May 2007 - January 2010
Kruggel Lawton January 2007 - May 2007
Fidelity Investments December 2004 - January 2007
Fidelity Investments October 2000 - December 2004
Adecco April 2000 - October 2000
Skills
Auditing, DC (401k) Plan..., Consulting / Customer..., Quality Assurance, Business Analysis, Process Improvement, Risk Management, Analysis, Financial Analysis, Internal Audit, Financial Services, Business Process..., Microsoft Office, Investments, Relationship Management
Education
University of North Texas 2002 — 2006
Bachelors of Science, Accounting Control Systems
Geneva College 1996 — 1998
Schwarzkopf Professional at Henkel May 2015 - Present
BCBGMAXAZRIAGROUP July 2014 - April 2015
BCBGMAXAZRIAGROUP February 2014 - July 2014
Fidelity Investments June 2012 - October 2013
Fidelity Investments February 2011 - June 2012
Cloud 9 Salon and Spa December 2007 - February 2011
Hair ColorXperts February 2005 - December 2007
Skills
Marketing, Sales, Customer Service, Leadership, Microsoft Office, Microsoft Excel, CRM, Social Networking, Social Media, Social Media Marketing, Microsoft Word, Team Building, Event Planning, Outlook, Project Management, Marketing Communications, PowerPoint, Access, Customer Relations, Time Management, Training, Customer Satisfaction, Team Leadership, Teamwork, Research, Public Speaking, Customer Retention, Fundraising, Market Research, Facebook, Management, Event Management, Marketing Strategy, Account Management, Corporate Events, Events Coordination, Special Event, Invoice Processing, Charity Events, Instagram, Communication
Education
Northern Kentucky University 2005 — 2010
Communication Studies, Marketing
Gateway Community and Technical College 2004 — 2005
Applied Science, Cosmetology
athenahealth April 2015 - Present
Fidelity Investments October 2014 - February 2015
CIGNA July 2012 - October 2014
George Mason University September 2010 - July 2012
JFAssociates Inc. May 2011 - August 2011
SUNY Oneonta Res Life September 2008 - May 2010
Corning January 2009 - May 2009
Skills
Task Analysis, Usability Testing, Human Factors, Usability, Heuristic Evaluation, SPSS, Research Design, User-centered Design, CSS, Experimental Design, HTML, Wireframes, Cognitive Psychology, Human Computer..., Visual Basic, Quantitative Research, Data Analysis, Axure, Usability Engineering, UserZoom, UserTesting.com, User Experience, Statistics, Card Sorting, Competitive Analysis, A/B testing, Benchmarking, Paper Prototyping, Marketing Communications, iMovie, Final Cut Pro, Survey Design, Qualitative Research, Ethnography, Rapid Prototyping
Education
George Mason University 2010 — 2012
M.A., Human Factors/ Applied Cognition
State University of New York College at Oneonta 2006 — 2010
B.S., Psychology
Illumina July 2015 - Present
Genentech 2014 - 2015
Nektar Therapeutics July 2013 - 2014
Utah Cancer Specialists January 2013 - July 2013
PRA Health Sciences - CRI Lifetree Division March 2009 - December 2012
Fidelity Investments 2007 - 2008
Apple 2005 - 2007
Skills
Biotechnology, Pharmaceutical Industry, Clinical Development, SOP, GMP, Clinical Trials, Drug Discovery, GCP, JavaScript, HTML, CSS, Node.js, AngularJS, Project Management, Clinical Trial..., Web Development, MySQL
Education
Utah Valley University 2009 — 2011
Emergency Services Administration, Health/Health Care Administration/Management
University of Utah 2009 — 2009
Paramedic Program, Emergency Medical Technology/Technician (EMT Paramedic)
The George Washington University School of Medicine and Health Sciences
MSHS in Clinical Research Administration, Health/Health Care Administration/Management
General Assembly
General Assembly
Informatica February 2015 - Present
Adobe Systems 2010 - 2015
BlackRock 2009 - 2010
ITSM Manager, Inc. 2008 - 2010
Barclays Global Investors 2007 - 2009
Choice Hotels International 2004 - 2007
Fidelity Investments 2001 - 2004
Skills
ITIL, SOX, ISO 20000, Program Management, IT Service Management, Service Management, COBIT, IT Management, Compliance, Operations Management, ISO 27001, IT Governance, Service Delivery, Incident Management, Internal Audit, IT Operations, Change Management, Process Improvement, CMDB, Service Improvement, People Management, BMC Remedy, Internal Controls, SLA, Cloud Computing, Project Management, SDLC, ITIL Certified, Governance, Integration, Disaster Recovery, Management, IT Strategy, PMP, Vendor Management, Enterprise Software, Information Technology, Cross-functional Team..., Enterprise Architecture, Infrastructure, Leadership, Data Center, Project Portfolio..., Business Continuity, PMO, Solution Architecture, Configuration Management, Outsourcing, Release Management, IT Outsourcing
Education
State University of New York Empire State College 2004 — 2006
Bachelor of Science (BS), Information Technology
Gannon University 1981 — 1982
BSc Information Technology
Wynn Fitness - Downtown Toronto November 2013 - Present
Great-West Life May 2011 - Present
Bomb Wellness October 2011 - September 2013
RBC Dexia Shareholder Services October 2010 - February 2011
CIBC Mellon Global Securities Services Co. (Felcom Data Services) November 2006 - October 2010
Fidelity Investments January 1998 - November 2006
Franklin Templeton Investments 1995 - 1998
Skills
Customer Oriented, Mutual Funds, Office Administration, Accurate Record Keeping, Broker-Dealer, Fitness Training, Financial Services, Time Management, Customer Service, Training, Relationship Management, Coaching, Team Leadership
Education
Innternational Foundation of Employee Benefit Plans 2014 — 2014
Retirement Plan, RPA Primer – completed and passed from June to November 2014
Technological Institute of the Philippines 1987 — 1993
Bachelor of Architecture (B.Arch.), Bachelor of Science of Architecture
George Brown College
Fujitsu America July 2014 - Present
Fidelity Investments January 2014 - May 2014
Remington Arms August 2013 - December 2013
City of Winston-Salem July 2013 - August 2013
iTech Software Services, LLC March 2008 - August 2013
Advanous April 2013 - May 2013
Charlotte School of Law April 2012 - April 2013
North State Communications March 2012 - May 2012
Blue Cross/Blue Shield of North Carolina August 2011 - December 2011
Technical College of the Lowcountry May 2011 - June 2011
Skills
VB.NET, ASP.NET MVC, C#, Objective-C, Visual Basic, Access, Excel, Word, HTML/XML, CSS, JavaScript, VBScript, T-SQL, SQL Server, Joomla, Wordpress, Lotus Notes, Erwin, IDEF, Microsoft SQL Server, XML, Troubleshooting, Microsoft Word, Databases, IIS, ASP.NET, Windows, Microsoft Excel, ASP, .NET, Software Development, Web Applications, Programming, Requirements Analysis, Software Engineering, SSIS, Testing, Visual Studio, SharePoint, Oracle, WordPress
Education
University of South Carolina - Columbia, SC 1976 — 1980
BS
Northern Virginia Community College 1975 — 1976
George Mason University 1975 — 1975
Fort Hunt High School - Alexandria, VA 1970 — 1974
Diploma
Charles Schwab June 2012 - Present
Charles Schwab August 2010 - June 2012
CHEP July 2009 - July 2010
Fidelity Investments September 2006 - March 2009
Fidelity Investments January 2004 - August 2006
Skills
Financial Planning, Asset Management, Financial Analysis, Portfolio Management, Investments, Finance, Series 7, Business Analysis, Mutual Funds, Financial Reporting, Strategic Planning, Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Alternative Investments, Accounting, Investment Advisory, Equities, Financial Services, Financial Modeling, Securities, Competitive Analysis, Retirement, Series 63, Bloomberg, Valuation, Financial Advisory, Fixed Income, Investment Management, Risk Management, Equity Research, 401k, Capital Markets, Relationship Management, Strategic Financial..., Banking, Credit, Asset Managment, Cash Management
Education
Stetson University 2010 — 2011
MBA, Business Administration
Furman University 1998 — 2002
BA, Business Administration
Workday March 2015 - Present
Workday February 2012 - March 2015
Buck Consultants February 2010 - February 2012
Hewitt Associates April 2009 - February 2010
Fidelity Investments March 2008 - April 2009
Accenture March 2007 - March 2008
Ceridian May 2002 - February 2007
PricewaterhouseCoopers September 1998 - May 2002
Skills
Selling, HRIS, Outsourcing, Talent Management, Business Analysis, SaaS, Employee Benefits, Sales, BPO, Salesforce.com, Business Intelligence, Business Development, Consulting, HR Consulting, Solution Selling, Enterprise Software, CRM, Vendor Management, Professional Services, Cloud Computing, Business Process..., Business Process, Management Consulting, Strategy, Process Improvement, Change Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 1992 — 1997
Bachelor of Science in Business Administration
Washington International School 1988 — 1992
International Baccalaureate
TIAA-CREF March 2013 - Present
CAPTRUST Financial Advisors June 2010 - March 2013
ALPHASTAFF, INC February 2009 - February 2010
Fidelity Investments May 2007 - October 2008
TIAA-CREF May 1999 - April 2007
TIAA-CREF September 1993 - April 1999
TIAA-CREF December 1990 - August 1993
Skills
Financial Planning, Insurance, Mutual Funds, Payroll, Benefits, Pensions, Customer Relations, 401k, Qualified Retirement..., Investments, Asset Allocation, Investment Strategies, Alternative Investments, Non-Qualified Deferred..., Relationship Management, Strategic Financial..., Employee Benefits, ERISA, Retirement, Retirement Planning, Investment Advisory
Education
Georgetown University
Bachelor of Science, Business Administration (Marketing)
Marymount University
M.B.A., Finance
Young Living Essential Oils Independent Distributor December 2013 - Present
First Baptist Church of Wylie May 2013 - Present
Special Insurance Services INC December 2009 - September 2010
Champps Americana March 2009 - December 2009
TGI Fridays May 2001 - October 2008
Jill Moore National Sales Director, Mary Kay August 2005 - March 2008
Mary Kay, Inc. May 2004 - August 2005
Fidelity Investments May 2003 - December 2004
Skills
Event Planning, Accounts Receivable, Sales, Leadership, Microsoft Office, New Business Development, Outlook, Social Media, Customer Service, Training, Email Marketing
Education
University of North Texas 2005 — 2008
Bachelor of Arts, Major in Psychology with Business Minor
Georgetown College 2002 — 2003
Fidelity Investments May 2011 - Present
OLG January 2009 - May 2011
OLG October 2007 - 2008
George Brown College 2006 - 2007
Skills
SAS, SPSS, Statistics, Business Intelligence, SQL, Database Marketing, Analytics, Market Analysis, Customer Insight, Data Mining, Segmentation, Predictive Analytics, Data Analysis, VBA, Predictive Modeling, Marketing Research, Data Warehousing, Cognos, Analysis, Market Research, Management, Marketing, Customer Analysis, SAS programming
Education
Ryerson University 2009 — 2010
Statistics
George Brown College 2006 — 2007
Strategic Relationship Marketing Program (Postgraduate), Database Marketing, Marketing Analysis, CRM
Guru Gobind Singh Indraprastha University 2000 — 2004
Bachelor of Software Systems, Computer Science
Nexxgen Granite January 2007 - Present
Cross Over Zone April 2000 - Present
Fidelity Investments June 2005 - December 2006
Education
George Brown College 2000 — 2003
Financial Planning
Empower Retirement August 2015 - Present
EMPOWER Retirement December 2013 - August 2015
Great West Financial May 2008 - December 2013
Fidelity Investments 2007 - 2008
Mass Mutual 2006 - 2006
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2002 - 2004
Education
George Mason University
Bachelor, International Business Minor: Information Technology
PwC October 2013 - Present
Aon Canada Inc. July 2008 - October 2013
Fidelity Investments June 2004 - March 2008
CIBC Mellon July 2000 - July 2002
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Employee Engagement, Employee Relations, Management, Human Resources, Payroll, Talent Management, Onboarding, Performance Management, Employee Benefits, HRIS, Deferred Compensation, Leadership, Temporary Placement, Hiring, Strategy, Executive Search, Employer Branding, Team Leadership, Change Management, Proficient Typing Skills, Succession Planning, Technical Recruiting, Workforce Planning
Education
George Brown College 1999 — 2000
Human Resources
York University 1996 — 1998
Psychology, Psychology
WCG, a W2O Company April 2015 - Present
W2O Group March 2013 - Present
WCG, a W2O Company March 2011 - July 2012
Powered, Inc. November 2008 - March 2011
Mzinga September 2007 - October 2008
Shared Insights June 2006 - September 2007
Fidelity Investments January 2001 - June 2006
Fidelity Investments Ad Agency February 1997 - January 2001
Fidelity Communications and Advertising 1998 - 2001
BOMBACI + MITCHELL, Associates April 1995 - January 1997
Skills
Marketing, Relationship Marketing, SEO, Social Media, Blogging, Web 2.0, Internal Communications, Published Author, Social Media Marketing, Mobile Marketing, Brand Architecture, Strategy, Marketing Communications, Online Advertising, New Business Development, Digital Strategy, Analytics, Online Marketing, Advertising, Location Based Marketing, Marketing Strategy, Facebook, Public Speaking, New Media, Interactive Marketing, Email Marketing, Digital Marketing, Business Development, CRM, Content Strategy, Direct Marketing, Social Commerce, Thought Leadership, Management, Content Management, Integrated Marketing, Leadership, Event Planning, Google Analytics, Digital Media, Web Analytics, Social Marketing, Public Relations, Product Marketing, Social Networking, Lead Generation, Brand Development
Education
Georgetown University 1990 — 1992
MA, Russian Area Studies
University of Massachusetts, Amherst 1986 — 1990
BA, Russian Studies
Melrose High School
Fidelity Investments January 2007 - Present
Harvard Business School October 2006 - January 2007
Lightbridge Inc January 2000 - November 2006
State of New Hampshire May 1998 - March 2000
TCS April 1994 - April 1998
Skills
Agile Methodologies, SDLC
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2006
MBA
Jadavpur University 1992 — 1994
M.E
Gauhati University 1988 — 1992
B.E
Senior Whole Health March 2010 - Present
Leapfrog Systems November 2008 - December 2009
American Student Assistance April 2007 - April 2008
Multiplan June 2006 - February 2007
Private Healthcare Systems February 1998 - February 2007
Fidelity Investments August 1995 - May 1997
Fannie Mae April 1984 - February 1990
Skills
Requirements Gathering, SDLC, Program Management, Business Analysis, Software Development, Project Planning, Analysis, Requirements Analysis, SQL
Education
George Mason University 1993 — 1995
MA, International Business
Simmons College
BA, Business
Fidelity Investments April 2015 - Present
colleensdesigns freelance July 2008 - Present
Safety Insurance June 2009 - June 2015
::play:: October 2008 - May 2009
Technology Business Group March 2007 - November 2008
Massachusetts General Hospital 2005 - 2008
Westerly This Week July 2003 - September 2005
Providence Phoenix May 2003 - October 2003
Daily Hampshire Gazette January 2003 - June 2003
Westfield State University October 1999 - May 2003
Skills
User Experience, Web Design, Graphic Design, Flash, Photoshop, Information Architecture, Logo Design, Illustrator, User Interface Design, Dreamweaver, Adobe Creative Suite, Web Development, Photography, User Experience Design, CSS, SEO, Mac, Layout, Graphics, HTML, Advertising, Usability Testing, Mobile Design, Marketing, Interaction Design, InDesign, Social Media, Illustration, Multimedia, Blogging, User Interface, Email Marketing, WordPress, Video Production, Online Marketing, Creative Direction, Interactive Marketing, CMS, Research, XML, Art Direction, Branding & Identity, Persona, Teaching, Web Content Management, Wireframes, Human Computer..., Lean UX, Visual Design, User-centered Design
Education
General Assembly 2014 — 2015
User Experience Design
Westfield State University 1999 — 2003
BA, Communications
New England Institute of Art
Advanced Web Design/Advanced Design
Charles Schwab August 2010 - Present
CHEP USA July 2009 - July 2010
Fidelity Investments January 2004 - April 2009
Education
Stetson University 2010 — 2011
MBA, Finance
George Mason University - School of Business 2008 — 2009
Furman University 1998 — 2002
Bachelor of Arts, Business Administration
Homewatch CareGivers of Garland September 2014 - Present
Fidelity Investments March 2012 - September 2014
SunGard Consulting Services July 2006 - January 2012
Skills
ASP.NET, Visual Studio, SQL, Microsoft SQL Server, SDLC, Databases, C#, Agile Methodologies, Requirements Analysis
Education
George Mason University 1994 — 1997
Fidelity Investments August 2015 - Present
Sprint July 2004 - August 2015
Sprint-Nextel July 2003 - July 2004
Sprint-Nextel May 2002 - July 2003
Fitzgerald, Snyder & Company January 1999 - May 2002
Skills
Strategy, Telecommunications, Wireless, Program Management, Cross-functional Team..., Mobile Devices, Process Improvement, CDMA, Project Management, SQL Server Management..., Microsoft Office, Crystal Reports, Business Objects, Process Flow..., Process Efficiency
Education
George Mason University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Public Consulting Group October 2013 - Present
RBS Citizens Bank January 2007 - October 2013
Fidelity Investments October 2005 - December 2006
AT&T August 2005 - October 2005
USi March 2005 - August 2005
Skills
Oracle, Microsoft SQL Server, SQL, ASP.NET, Weblogic, Web Services, Project Management, Agile Methodologies
Education
Gannon University 2003 — 2004
Master of Science, Computer & Information Sciences
Visvesvaraya Technological University 1998 — 2002
Bachelors of Engineering, Computer Science
Fidelity Investments June 2004 - Present
Merrill Lynch / Howard Johnson & Co. 1997 - 1999
Education
George Mason University 1981 — 1984
Fidelity Investments August 2015 - Present
Marlabs Inc June 2008 - Present
Plymouth Rock Assurance September 2013 - July 2015
Boston Financial Data Services January 2013 - August 2013
Schneider Electric 2012 - 2013
TracFone Wireless 2011 - 2012
Cognizant September 2005 - March 2008
Camo Software India Pvt. Ltd 2005 - 2005
Planetasia 2000 - 2001
Planetasia 2000 - 2001
Skills
Hibernate, SpringSource, Liferay Portal, J2EE Web Services
Education
Gauhati University
Fidelity Investments December 1999 - Present
Goodwin Procter LLP 1996 - 1999
Price Waterhouse September 1990 - July 1993
Education
Harvard Law School 1993 — 1996
JD
Georgetown University 1986 — 1990
BSBA
DR Horton/Emerald Homes July 2014 - Present
DR Horton / Emerald Homes February 2012 - July 2014
Graham Hart Home Builder June 2010 - February 2012
D.R. Horton November 2009 - June 2010
Wall Homes April 2006 - October 2009
History Maker Homes 2005 - 2006
KB Home July 2004 - February 2005
Fidelity Investments October 1995 - June 2004
Skills
New Home Sales, Residential Homes, Real Estate, Contract Negotiation, Selling, Negotiation, Sales, Sales Management, Construction, Single Family Homes, Customer Satisfaction, Contract Management, Marketing, Investment Properties, Budgets, Customer Service, Process Scheduler, Property Management, First Time Home Buyers, Closing Deals, Sellers, Real Estate Transactions, Real Estate Development, Deal Closure, New Homes
Education
George Mason University 1990 — 1995
Bachelor's Degree, Administration of Justice
CareFirst BlueCross BlueShield February 2008 - Present
Rationale Technologies January 2006 - Present
Fidelity Investments December 2000 - February 2007
Lockheed Martin May 1997 - November 2000
Skills
Data Warehousing, Software Development, Business Intelligence, Web Applications, ETL, Agile Methodologies, Information Architecture, Healthcare Information..., Informatica
Education
George Mason University 1994 — 1998
BSc., Computer Science
TD January 2015 - Present
TD March 2014 - December 2014
TD July 2012 - March 2014
Transamerica Life Canada February 2011 - May 2012
AEGON Canada/ Transamerica Life October 2009 - February 2011
AEGON Canada Inc. August 2006 - October 2009
Fidelity Investments January 2000 - July 2006
Skills
Leadership Development, L&D Strategy, Strategic Consulting, Performance Consulting, Training, Leadership, Virtual Teams, Curriculum Innovation, Training Facilitation, Employee Engagement, Coaching, Learning & Development..., Management, Training Management, Strategy, Project Management, Change Management, Strategic Planning, Executive Coaching, Learning Organizations, Program Management, Learning Management, Training Delivery, Performance Management, Leadership Development..., Workshop Facilitation, E-Learning, Instructional Design, Blended Learning, Human Resources, Staff Development, Consulting, L&D, Cross-functional Team..., Needs Analysis, Learning Management..., Cognitive Neuroscience, Professional Learning..., Educational Consulting
Education
NeuroLeadership Institute 2010 — 2013
Certificate in the Neuroscience of Leadership
George Brown College 2000 — 2002
Adult Education Certificate
University of Toronto 1996 — 1997
Master of Arts
McGill University 1990 — 1994
Bachelor of Arts, Honours
Rockefeller & Co., Inc. October 2011 - Present
Bessemer Trust January 2008 - September 2011
Fidelity Investments May 1989 - 2005
Skills
Marketing, Strategy, CRM, Trusts, Asset Allocation, Portfolio Management, Relationship Management, Business Strategy, Leadership, Sales, Financial Services, Alternative Investments, Asset Management, Enterprise Software, Wealth Management, Product Development
Education
The Wharton School; Securities Industry Association 1992 — 1994
Program designed for leaders in the Financial Services Industry, Strategic Planning, Economics, Finance
Georgetown University 1975 — 1979
BA, Government, Economics
Fidelity Investments July 2008 - Present
Fidelity Investments July 2005 - July 2008
Fidelity Investments June 2000 - July 2005
Thomson Learning 1997 - 2000
Skills
401k, Mutual Funds, Financial Services, Customer Service, Process Improvement, Business Analysis
Education
Northern Kentucky University 1999 — 2002
BA, Marketing, Business Admin, English
Georgetown College 1997 — 1999
Business
Liberty Tax Service February 2009 - Present
Fidelity Investments August 2003 - August 2008
Convergys July 1999 - August 2001
Tata Share Registry Ltd. January 1989 - May 1995
Skills
CPR and First Aid..., Workplace Hazardous..., Fall Arrest training, Business Writing, Project Management, Employee Relations, Payroll, Employee Benefits, Executive Search, Performance Appraisal, Employee Engagement, Interviews, Recruiting, Microsoft Excel, Talent Management, Strategic Planning, Sourcing, PeopleSoft, Performance Management, Onboarding, Benefits Administration, Talent Acquisition, Human Resources, Succession Planning, Organizational..., Training, New Hire Orientations, Management, Applicant Tracking..., Leadership, Personnel Management, Deferred Compensation, HR Policies, HRIS, Technical Recruiting, Organizational...
Education
George Brown College 2014 — 2014
Pre apprenticeship, Residential Air conditioning and Refrigeration mechanic
Humber College 2002 — 2003
Post Graduate in Human Resource Management, Human Resources, I -Honors
University of Mumbai
Masters, Commerce
RSA, The Security Division of EMC May 2015 - Present
CoreAxis Consulting April 2015 - May 2015
Vistaprint February 2014 - March 2015
EMC June 2012 - February 2014
Fidelity Investments February 2007 - May 2012
AP Moller Maersk 2008 - 2008
Hewlett-Packard 2005 - 2006
Hewlett-Packard 2002 - 2005
Compaq 1999 - 2002
Digital Equipment BCFI AB 1997 - 1998
Skills
Instructional Design, Process Improvement, Six Sigma, Leadership, Program Management, Organizational..., E-Learning, Leadership Development, Change Management, Blended Learning, Training, Instructor-led Training, Workshop Facilitation, Needs Analysis, Learning Management, Project Management
Education
Georgetown University 2013 — 2013
Certificate in Organizational Consulting and Change Leadership
Northeastern University
Bachelor of Science (BS), Business Administration and Management, General
RGS IT INC. October 2009 - Present
Manulife Financial May 2012 - January 2015
Manulife Financial May 2010 - February 2012
Fidelity Investments October 2009 - March 2010
Bank of Montreal July 2008 - July 2009
RGS IT 2009 - 2009
Bank of Montreal May 2006 - July 2008
Bank of Montreal June 2003 - May 2006
Bank of Montreal February 2001 - May 2003
Purolator Courier Ltd October 2000 - January 2001
Skills
Project Management, ITIL, PMP, Disaster Recovery, PMO, Project Portfolio..., Risk Management, Project Planning, Management, Business Development, Infrastructure, Telecommunications, SDLC, Vendor Management, Business Analysis, Testing, Storage, Information Technology, Leadership, Process Improvement, IT Strategy, Project Delivery
Education
York University - Schulich School of Business 2002 — 2003
Masters Certificate, Project Management
York University 1983 — 1989
BAS, Business Admin Studies
George Brown College 1978 — 1980
Honours Business, Business Administration; Major, Electronic Data Processing
Banting and Alliston Union
Fidelity Investments January 2012 - Present
Morgan Stanley Smith Barney June 2008 - September 2011
Citigroup January 2008 - June 2008
Skills
Wealth Management, Retirement, Series 7, Fixed Annuities, Investment Strategies, Wealth, Series 63, Investments, Financial Advisory
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance
Annandale High School
George Mason University
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Boswell Capital Corporation January 2013 - Present
State Street January 2012 - January 2013
Fidelity Investments 2005 - 2008
Skills
Networking, Research, Options
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
George Brown College 2008 — 2012
Advanced Diploma (Undergraduate), Finance and Financial Management Services
Canadian Securities Institute 2009 — 2010
Fidelity Investments July 2015 - Present
Beatrice Insurance Agency May 2013 - Present
adkisson insurance agency, inc. March 2014 - Present
Cornerstone Broker Insurance Services September 2013 - March 2014
Matlack Florist August 2011 - May 2013
University of Kentucky College of Health Sciences July 2010 - July 2011
Georgetown College Office of Institutional Advancement November 2009 - July 2010
Skills
Account Management, Customer Service, Customer Satisfaction, Health Insurance, Sales, Employee Benefits, Microsoft Office, Research, Microsoft Excel, Health Care Reform, Claims Resolution, Life Insurance, Claims Management, Teamwork, Facebook, PowerPoint, Office Management, Accounts Receivable, Time Management, Purchasing, Social Media Marketing, English Literature, Advocacy, Microsoft Word, Quote Preparation, Proposal Preparation
Education
Georgetown College 2007 — 2010
Bachelor of Arts (B.A.), English
St. Henry District High School 2004 — 2007
Diploma, Commonwealth Diploma, AP and College Preparatory Coursework, 9-12
Radcliffe Institute for Advanced Study, Harvard University October 2011 - December 2014
Upromise Investments/Sallie Mae July 2010 - December 2010
Fidelity Investments 2004 - December 2009
Fidelity Investments November 2000 - 2004
Tessera Enterprise Systems/iXL August 1998 - November 2000
Education
Computer Learning Center, Somerville, MA 1997 — 1998
Applications Programming
Gauhati University 1970 — 1972
M.S., Zoology (Entomology)
University of Calcutta
Ph.D, Zoology (Entomology)
X on TV January 2015 - Present
SPC Media Production August 2013 - Present
SPC Media Production August 2013 - Present
Certified Substitute Teacher March 2014 - Present
Time Warner Cable Media Sales February 2002 - July 2013
Fidelity Investments January 1999 - January 2001
Skills
Advertising, Final Cut Pro, Commercials, Editing, Video, Social Media, Video Production, Broadcast, Television, Video Editing, Team Building, Program Management, Digital Media, Producing, Videography, Radio, HD Video, Media Production, Post Production, Social Media Marketing, Customer Service
Education
University of the Cumberlands 2014 — 2014
MAT, Secondary English
Gateway Community and Technical College 2013 — 2013
Northern Kentucky University 1997 — 2001
Bachelor, Radio and Television
Mercedes-Benz Canada March 2012 - Present
Freedman & Associates January 2011 - April 2011
Fidelity Investments May 2007 - August 2010
York University September 2006 - April 2007
Skills
Marketing Strategy, Direct Marketing, Data Analysis, Financial Analysis, Market Research, Qualitative Research, Public Relations, Problem Solving, French, Access, SAS/SQL, SPSS, Microsoft Office, Customer Service
Education
George Brown College 2010 — 2011
Strategic Relations Marketing (graduate certificate), Database Marketing, Data Analytics
York University - Glendon College 2003 — 2007
Honours BA, Economics, Environmental Studies
British School of Lomé 2001 — 2003
International Baccalaureate, Economics
Fidelity Investments September 2011 - Present
Charles Schwab & Co 1991 - February 2010
Dean Witter Reynolds 1988 - 1991
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Customer Service, Asset Allocation, Banking, Financial Services, Financial Advisory
Education
George Mason University
Bachelor of Arts, Economics
Fidelity Investments 1999 - Present
Vanguard 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation
Education
George Mason University 1993 — 1995
Master of Arts (M.A.), English Language and Literature/Letters
Hampden-Sydney College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
FairPoint Communications January 2014 - Present
FairPoint Communications June 2013 - January 2014
FairPoint Communications November 2008 - October 2012
Partners HealthCare June 2001 - October 2008
Fidelity Investments October 1996 - October 2000
Putnam Investments October 1992 - March 1996
CSC June 1985 - June 1992
Skills
Unix, Solaris, Disaster Recovery, Integration, Data Center, Telecommunications, Troubleshooting, TCP/IP, Vendor Management, System Administration, Infrastructure, Cisco Technologies, SAN, Technical Support, Servers, VMware, Cloud Computing, Virtualization, Switches, Windows Server, Storage, IT Operations, Enterprise Software, Microsoft Exchange
Education
George Mason University 1980 — 1985
BS, Information Systems
George Mason University
Fidelity Investments 2010 - Present
Citigroup, Inc. April 2009 - April 2010
Citigroup, Inc. June 2006 - April 2009
Delta Air Lines, Inc March 2000 - June 2006
Delta Air Lines March 1998 - March 2000
Education
FINRA/NASD 7, 63, 9 and 10 Licenses
Gateway Community College
Certification, Operations Management
Fidelity Investments June 2014 - Present
Fidelity Investments October 2010 - June 2014
Fastenal September 2008 - May 2010
Education
Georgetown College 2006 — 2010
B.A., English, Economics
Georgetown College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Fidelity Investments September 2007 - Present
Total Security Management Services 2005 - 2007
Skills
Protection, Risk Assessment, Customer Relations, Physical Security, Information Protection, Access Control, Close Protection, Incident Management, First Responder, Time Management, Travel Security, Security Operations, Security Audits, Customer Service, Asset Protection, Security Management, Executive Protection, Project Management, Microsoft Excel
Education
George Brown College
Business Administration Diploma, Marketing
Fidelity Investments January 2015 - Present
PNC November 2011 - December 2014
Deloitte & Touche January 2006 - November 2011
HydroGeoLogic, Inc. June 2005 - August 2005
Education
George Mason University 2002 — 2005
BS, Accounting
St. Peter's Episcopal Church, Charlotte, NC May 2012 - Present
Episcopal High School for Charlotte June 2010 - September 2011
Historic Charlotte January 2002 - March 2004
Fidelity Investments July 1989 - March 1999
Education
Furman University 1985 — 1989
BA, Economics
MHS
Fidelity Investments Sr. Account Executive VPFidelity InvestmentsJuly 1996 - Present
Skills
Leadership, Strategic Planning, Team Building, Business Development, Sales, Marketing Strategy, Project Management, Entrepreneurship, Marketing, Social Media Marketing
Education
George Fox University 2010 — 2012
Master of Business Administration (MBA)
Westminster College
Bachelor's degree, History
Fidelity Investments July 2012 - Present
Vertis Communications February 2010 - July 2012
Self -Employed May 2009 - February 2010
Fidelity Investments Veritude Staffing March 2009 - November 2009
Fidelity Investments - Veritude Staffing July 2007 - March 2008
Fidelity Investments - Veritude Staffing May 2007 - July 2007
Nash Finch Company March 2005 - May 2007
Skills
Adobe Acrobat, Adobe Creative Suite, Graphics, InDesign, Mac, Pre-press, Layout, QuarkXPress
Education
Gateway Community and Technical College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Design and Visual Communications, General
Fidelity Investments January 2011 - Present
Education
Northern Kentucky University 2012 — 2016
Bachelor’s Degree, Finance, General
Northern Kentucky University 2012 — 2016
Minor, Business Administration
Gateway Community and Technical College 2008 — 2011
Associate’s Degree, Criminal Justice
Fidelity Investments November 2013 - Present
Manulife Financial July 1997 - August 2004
Skills
Mutual Funds, Investments, Fixed Income, Strategic Financial..., Insurance, Financial Services, Securities, Asset Management, Customer Service
Education
George Brown College
Citi January 2013 - Present
Citi May 2012 - January 2013
Fidelity Investments February 2011 - April 2012
Partners Specialty Group September 2006 - September 2010
Great American Insurance November 1998 - July 2006
Skills
Loans, Mortgage Banking, Insurance, Portfolio Management, Credit, Loan Servicing, Loan Origination, Customer Service, Banking, Business Analysis, Financial Analysis, Risk Management, Credit Risk, Mortgage Lending, Credit Analysis, Underwriting
Education
Gateway Community and Technical College 2011 — 2013
Associate of Arts (A.A.)
ValueOptions, Inc.® August 2012 - Present
Fidelity Investments June 2008 - August 2012
NASA Goddard Space Flight Center May 2007 - December 2007
ACTS May 2004 - August 2004
Skills
PL/SQL, Java, Microsoft Office, MS Project, Visio, Oracle Financials, Oracle SQL, SharePoint, Quality Center, Benefits Administration, SQL*Plus, Business Analysis, Business Process, Oracle E-Business Suite, Quality Assurance, SDLC, SQL
Education
George Mason University 2013 — 2016
Master of Science (MS), Computer and Information Systems Security/Information Assurance
North Carolina Central University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Commonwealth University - School of Business 2003 — 2008
Bachelor of Science (B.S.), Management Information Systems, General
Virginia Commonwealth University - School of Business 2003 — 2008
Bachelor of Science (BS), Accounting
Fidelity Investments February 2012 - Present
Education
Furman University
Fidelity Investments 2012 - Present
Skills
Project Management, Customer Service, Leadership, Microsoft Excel, Microsoft Office
Education
Gateway Community and Technical College
LifeCenter Organ Donor Network December 2011 - October 2012
Fifth Third Bank April 2010 - December 2011
Fidelity Investments January 2006 - September 2009
Macy's March 2002 - October 2005
Mt. Carmel Baptist Church November 2002 - July 2005
ERLANGER BAPTIST CHURCH March 2002 - November 2002
RONALD BLUE & COMPANY, LLC January 2001 - May 2001
Fidelity Investments September 1997 - February 2001
Skills
Creative Writing, Finance, Investment Management, World Religions, Health Insurance, Life Insurance, Cosmetics, Stocks, Mutual Funds, Problem Solving, Customer Service, Customer Engagement, Youth Ministry, Etiquette, Leadership, Healthcare, Sales
Education
Furman University 1995 — 1997
Bachelor of Arts, Religion/Religious Studies
University of Kentucky 1993 — 1995
ERIEBANK Investment Advisors September 2012 - Present
Fidelity Investments June 2003 - January 2012
Quick & Reilly January 1994 - May 2003
Skills
Financial Services, Retirement Planning, Qualified Retirement..., Presentation Skills
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Gannon University 1985 — 1991
Bachelor of Science (BS), Finance, General