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.

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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
Abigail Hopkins Abigail Hopkins Toronto, Canada Area Details
Abigail Hopkins's Fidelity Investments Experience January 2015 - June 2015
Job Bilingual Member Service Representative at The Canadian Payroll Association
Industry Financial Services
Experience
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

Kristin Faison, PHR, SHRM-CP Kristin Faison, PHR, SHRM-CP Raleigh-Durham, North Carolina Area Details
Kristin Faison, PHR, SHRM-CP's Fidelity Investments Experience November 2013 - Present
Job Senior HR Immigration Specialist at Fidelity Investments
Industry Human Resources
Experience
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

Gregory Hietala Gregory Hietala Salt Lake City, Utah Details
Gregory Hietala's Fidelity Investments Experience November 2014 - Present
Job Financial Representative in Personal Investing
Industry Investment Management
Experience
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

Naeemah Holiday Naeemah Holiday Cincinnati Area Details
Naeemah Holiday's Fidelity Investments Experience February 2014 - October 2014
Job Client Services at Citi
Industry Consumer Services
Experience
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

Bradly Hoggatt Bradly Hoggatt Greater Denver Area Details
Bradly Hoggatt's Fidelity Investments Experience March 2015 - Present
Job High Net Worth Associate at Fidelity Investments
Industry Financial Services
Experience
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

Caren Jones Caren Jones Spring, Texas Details
Caren Jones's Fidelity Investments Experience 1987 - 1989
Job Banking Professional
Industry Banking
Experience
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

Jason Skirvin Jason Skirvin Cincinnati Area Details
Jason Skirvin's Fidelity Investments Experience Regional Sales ConsultantFidelity Investments2006 - Present
Job Regional Sales Consultant
Industry Financial Services
Experience
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

Nicole Papin Nicole Papin Erlanger, Kentucky Details
Nicole Papin's Fidelity Investments Experience October 2003 - Present
Job Print Operator III at Fidelity Investments
Industry Financial Services
Experience
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

Meghan Burns Meghan Burns Greater Boston Area Details
Meghan Burns's Fidelity Investments Experience July 2014 - Present
Job Director Supplier Management at Fidelity Investments
Industry Financial Services
Experience
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

Casey Marvin Casey Marvin Greater New York City Area Details
Casey Marvin's Fidelity Investments Experience May 2015 - Present
Job UX Design Lead Information Architect
Industry Design
Experience
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

Johnathan Clark Johnathan Clark Denver, Colorado Details
Johnathan Clark's Fidelity Investments Experience February 2004 - Present
Job Vice President, Branch Manager
Industry Financial Services
Experience
Fidelity Investments   February 2004 - Present

Skills
Series 7, Series 63, Series 9/10, Series 66

Education
George Fox University
Business Management

Chad Riley Chad Riley Austin, Texas Details
Chad Riley's Fidelity Investments Experience 2009 - 2010
Job Director of Strategy at Wayside Schools
Industry Nonprofit Organization Management
Experience
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

Robin Mahadeva, M.Ed Robin Mahadeva, M.Ed Toronto, Canada Area Details
Robin Mahadeva, M.Ed's Fidelity Investments Experience 1998 - 2003
Job Director Learning and Development at OMERS
Industry Professional Training & Coaching
Experience
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

Gary Blank Gary Blank Greater Boston Area Details
Gary Blank's Fidelity Investments Experience August 2007 - Present
Job SVP, Public Affairs and Policy at Fidelity Investments
Industry Financial Services
Experience
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

Stephen Ledbetter Stephen Ledbetter Jacksonville, Florida Area Details
Stephen Ledbetter's Fidelity Investments Experience August 2015 - Present
Job High Net Worth Associate at Fidelity Investments
Industry Investment Management
Experience
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

Jordan Heck Jordan Heck California, Kentucky Details
Jordan Heck's Fidelity Investments Experience January 2007 - Present
Job Print Operator III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2007 - Present

Education
Gateway Community and Technical College   2002 — 2011
Associate's degree, Criminal Justice/Safety Studies

Alexandra Pirpamer Alexandra Pirpamer Toronto, Canada Area Details
Alexandra Pirpamer's Fidelity Investments Experience April 2014 - Present
Job Corporate Program and Event Manager at Fidelity Investments
Industry Financial Services
Experience
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

Nora Colliton Nora Colliton Greater Boston Area Details
Nora Colliton's Fidelity Investments Experience February 2013 - December 2014
Job MBA, PMP, Sr Project and Program Manager | IT Implementation | Software Development | Team Leadership & Motivation
Industry Information Technology and Services
Experience
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

Cheryl Lampshire, DM Cheryl Lampshire, DM Greater Boston Area Details
Cheryl Lampshire, DM's Fidelity Investments Experience 1993 - 2005
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
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

Ayesha Clarke Ayesha Clarke Toronto, Canada Area Details
Ayesha Clarke's Fidelity Investments Experience October 2005 - August 2008
Job Senior Client Service Assistant at GreatWest Life and Annuity Insurance Company
Industry Insurance
Experience
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

Jeremy Jeffries Jeremy Jeffries Latonia, Kentucky Details
Jeremy Jeffries's Fidelity Investments Experience January 2011 - July 2011
Job Designer at Progress Rail Services
Industry Mechanical or Industrial Engineering
Experience
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

sahin jivraj sahin jivraj Toronto, Canada Area Details
sahin jivraj's Fidelity Investments Experience June 2005 - October 2008
Job Recruitment Professional looking for new opportunities
Industry Staffing and Recruiting
Experience
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

Jonathan Peyton, CPM, CPMM, MBA, CFP® Jonathan Peyton, CPM, CPMM, MBA, CFP® Mclean, Virginia Details
Jonathan Peyton, CPM, CPMM, MBA, CFP®'s Fidelity Investments Experience October 2006 - January 2012
Job Consultant at USAA
Industry Financial Services
Experience
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

Yossef iaski Yossef iaski Toronto, Canada Area Details
Yossef iaski's Fidelity Investments Experience January 2005 - October 2008
Job Senior Manager, Institutional Business Planning, Scotiabank
Industry Investment Management
Experience
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

Barbara Fernandes Barbara Fernandes Toronto, Canada Area Details
Barbara Fernandes's Fidelity Investments Experience January 2001 - August 2002
Job Program Manager, Communications at Mattamy Homes
Industry Events Services
Experience
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

Taylor Callahan Taylor Callahan Greater Boston Area Details
Taylor Callahan's Fidelity Investments Experience May 2011 - August 2011
Job Program Compliance Coordinator at LifeShare Management Group, Inc.
Industry Retail
Experience
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

Emma Snoyer Emma Snoyer San Diego, California Details
Emma Snoyer's Fidelity Investments Experience June 2007 - August 2007
Job Systems Support Administrator at Swinerton Builders
Industry Construction
Experience
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

Nathan Spohn CFP® Nathan Spohn CFP® Washington D.C. Metro Area Details
Nathan Spohn CFP®'s Fidelity Investments Experience 2001 - 2009
Job Director, Financial Planning
Industry Financial Services
Experience
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

Adrian Hodge Adrian Hodge Greater Boston Area Details
Adrian Hodge's Fidelity Investments Experience August 1995 - Present
Job SVP Division Manager Retirement at Fidelity Investments
Industry Financial Services
Experience
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

Bill Frogale, CFP® Bill Frogale, CFP® Washington D.C. Metro Area Details
Bill Frogale, CFP®'s Fidelity Investments Experience January 2013 - Present
Job Account Executive Fidelity Investments
Industry Financial Services
Experience
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

Kay Rast Kay Rast Charlotte, North Carolina Area Details
Kay Rast's Fidelity Investments Experience June 2000 - February 2003
Job Developer at Wells Fargo
Industry Banking
Experience
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

Jared Larson Jared Larson Charlotte, North Carolina Area Details
Jared Larson's Fidelity Investments Experience April 2013 - Present
Job VP Regional Coaching Consultant
Industry Financial Services
Experience
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

Sue Tang Sue Tang Toronto, Canada Area Details
Sue Tang's Fidelity Investments Experience August 2015 - Present
Job Recruitment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Adam Freedman Adam Freedman Washington, District Of Columbia Details
Adam Freedman's Fidelity Investments Experience June 2015 - August 2015
Job Student at Georgetown University
Industry Government Relations
Experience
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

Yevgeniy Shvets Yevgeniy Shvets Washington D.C. Metro Area Details
Yevgeniy Shvets's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Chris Bonin Chris Bonin Raleigh-Durham, North Carolina Area Details
Chris Bonin's Fidelity Investments Experience August 2007 - January 2008
Job Information Technology Manager Database Group at North Carolina Department of Revenue
Industry Government Administration
Experience
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

Rebekah McGuire, PHR Rebekah McGuire, PHR Greater Boston Area Details
Rebekah McGuire, PHR's Fidelity Investments Experience November 2006 - July 2009
Job Human Resource Business Partner at ADP
Industry Human Resources
Experience
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

Dorian Paidas Dorian Paidas Greater New York City Area Details
Dorian Paidas's Fidelity Investments Experience March 2004 - March 2006
Job Forefront Capital Markets, Director
Industry Financial Services
Experience
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

Dan Ouimette Dan Ouimette Jacksonville, Florida Area Details
Dan Ouimette's Fidelity Investments Experience 1991 - 1994
Job Senior Manager at Accenture
Industry Management Consulting
Experience
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

Scott Wennerholm Scott Wennerholm Greater Boston Area Details
Scott Wennerholm's Fidelity Investments Experience 1994 - 1997
Job Independent Management Consultant
Industry Financial Services
Experience
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

Vance Perry Vance Perry Greater Boston Area Details
Vance Perry's Fidelity Investments Experience April 2011 - Present
Job Managing Director Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
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

Jessica (Schultz) Groneck Jessica (Schultz) Groneck Cincinnati Area Details
Jessica (Schultz) Groneck's Fidelity Investments Experience August 2015 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Michael Ezeard Michael Ezeard Toronto, Canada Area Details
Michael Ezeard's Fidelity Investments Experience May 2006 - January 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Melissa Fannon Rush Melissa Fannon Rush Greater Boston Area Details
Melissa Fannon Rush's Fidelity Investments Experience March 2005 - July 2011
Job Founder, Technology Instructor and WordPress Website Designer at Tech Savvy Coach
Industry Information Technology and Services
Experience
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

Michelle Class Michelle Class Ft Mitchell, Kentucky Details
Michelle Class's Fidelity Investments Experience December 2013 - Present
Job
Industry Hospital & Health Care
Experience
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

Nitu Kushwaha Nitu Kushwaha Bloomington/Normal, Illinois Area Details
Nitu Kushwaha's Fidelity Investments Experience March 2005 - January 2006
Job Implementation/Project Coordinator at CIBER, Inc.
Industry Information Technology and Services
Experience
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

Marcy Regalado Marcy Regalado Greater Boston Area Details
Marcy Regalado's Fidelity Investments Experience September 2015 - Present
Job Information Architect at Fidelity Investments
Industry Design
Experience
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

thomas donohue thomas donohue Cary, North Carolina Details
thomas donohue's Fidelity Investments Experience November 2009 - Present
Job Founder, Insurance Gurus (Healthcare Consultants) Health and Insurance Analyst
Industry Insurance
Experience
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

Grant Mark Peterson Grant Mark Peterson Raleigh-Durham, North Carolina Area Details
Grant Mark Peterson's Fidelity Investments Experience 2010 - 2011
Job Supply Chain Professional | Global Commodity Manager | Demand Planner
Industry Logistics and Supply Chain
Experience
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

Ivan Golac Ivan Golac Austin, Texas Area Details
Ivan Golac's Fidelity Investments Experience December 1998 - January 2007
Job Vice President of Acquisitions & Marketing at Royalty Clearinghouse
Industry Oil & Energy
Experience
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

Teresa Monkhouse Teresa Monkhouse Raleigh-Durham, North Carolina Area Details
Teresa Monkhouse's Fidelity Investments Experience March 2012 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
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

Brian Queenan Brian Queenan Cincinnati Area Details
Brian Queenan's Fidelity Investments Experience October 1995 - June 1997
Job Vice President, Senior Product Manager Financial Supply Chain Management at Fifth Third Bank
Industry Banking
Experience
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

Michael Falvey Michael Falvey Greater Boston Area Details
Michael Falvey's Fidelity Investments Experience 1991 - 1999
Job Chief Financial & Administrative Officer at Analysis Group
Industry Management Consulting
Experience
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

Donavan Williams Donavan Williams Roanoke, Texas Details
Donavan Williams's Fidelity Investments Experience September 2015 - Present
Job Financial Associate/Retirement & Benefits
Industry Financial Services
Experience
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

Meagan Griffin Meagan Griffin Atlanta, Georgia Details
Meagan Griffin's Fidelity Investments Experience June 2007 - July 2010
Job Associate at Paul Hastings
Industry Law Practice
Experience
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

Andrew Jerrell Andrew Jerrell Cincinnati Area Details
Andrew Jerrell's Fidelity Investments Experience January 2011 - Present
Job Senior Quality Assurance Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Jenna Heimbrock Jenna Heimbrock Los Angeles, California Details
Jenna Heimbrock's Fidelity Investments Experience June 2012 - October 2013
Job National Education & Event Coordinator | Schwarzkopf Professional at Henkel
Industry Events Services
Experience
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

William Benson William Benson Greater Boston Area Details
William Benson's Fidelity Investments Experience October 2014 - February 2015
Job Senior User Research Associate at athenahealth
Industry Hospital & Health Care
Experience
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

Matthew Saul Matthew Saul San Francisco, California Details
Matthew Saul's Fidelity Investments Experience 2007 - 2008
Job Clinical Research Associate at Illumina
Industry Pharmaceuticals
Experience
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

Bryon Zimpfer Bryon Zimpfer San Francisco Bay Area Details
Bryon Zimpfer's Fidelity Investments Experience 2001 - 2004
Job Director, IT Service Operations at Informatica
Industry Information Technology and Services
Experience
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

Bernadette Birung Bernadette Birung Toronto, Canada Area Details
Bernadette Birung's Fidelity Investments Experience January 1998 - November 2006
Job CSS at Great West Life and Fitness Instructor at Wynn Fitness Downtown Toronto
Industry Financial Services
Experience
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

Rob Fletcher Rob Fletcher Winston Salem, North Carolina Details
Rob Fletcher's Fidelity Investments Experience January 2014 - May 2014
Job Senior Technical Consultant at Fujitsu America
Industry Computer Software
Experience
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

Eric Filimon, MBA, CFP® Eric Filimon, MBA, CFP® Orlando, Florida Details
Eric Filimon, MBA, CFP®'s Fidelity Investments Experience September 2006 - March 2009
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
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

Marieke Kampen Shukla Marieke Kampen Shukla Greater Denver Area Details
Marieke Kampen Shukla's Fidelity Investments Experience March 2008 - April 2009
Job Presales Enablement | Executive MBA Candidate
Industry Human Resources
Experience
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

Greg Diagonale Greg Diagonale Raleigh-Durham, North Carolina Area Details
Greg Diagonale's Fidelity Investments Experience May 2007 - October 2008
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
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

Nicole Zabojnik Nicole Zabojnik Dallas/Fort Worth Area Details
Nicole Zabojnik's Fidelity Investments Experience May 2003 - December 2004
Job Sales Representative Executive Level at Young Living Essential Oils Independent Distributor
Industry Restaurants
Experience
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

Jatin Sehgal Jatin Sehgal Toronto, Canada Area Details
Jatin Sehgal's Fidelity Investments Experience May 2011 - Present
Job Senior Analyst, Advanced Analytics at Fidelity Investments
Industry Entertainment
Experience
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

Edwin Grant Edwin Grant Toronto, Canada Area Details
Edwin Grant's Fidelity Investments Experience June 2005 - December 2006
Job Sales & Marketing coordiantor at Nexxgen Granite
Industry Marketing and Advertising
Experience
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

Bernard Layon Bernard Layon Greater Boston Area Details
Bernard Layon's Fidelity Investments Experience 2007 - 2008
Job Retirement Education Solution Consultant at Empower Retirement
Industry Financial Services
Experience
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

Joe Cuscianna Joe Cuscianna Toronto, Canada Area Details
Joe Cuscianna's Fidelity Investments Experience June 2004 - March 2008
Job National Talent Acquisition Manager Consulting & Deals at PwC
Industry Human Resources
Experience
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

Aaron Strout Aaron Strout San Francisco Bay Area Details
Aaron Strout's Fidelity Investments Experience January 2001 - June 2006
Job
Industry Marketing and Advertising
Experience
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

Haridas Datta Haridas Datta Greater Boston Area Details
Haridas Datta's Fidelity Investments Experience January 2007 - Present
Job
Industry Information Technology and Services
Experience
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

Linda Weinstein Linda Weinstein Greater Boston Area Details
Linda Weinstein's Fidelity Investments Experience August 1995 - May 1997
Job Lead Business/Systems Analyst with background in healthcare and financial services.
Industry Hospital & Health Care
Experience
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

Colleen Boisvert Colleen Boisvert Greater Boston Area Details
Colleen Boisvert's Fidelity Investments Experience April 2015 - Present
Job Creative Sr. User Experience Designer
Industry Online Media
Experience
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

Eric Filimon Eric Filimon Orlando, Florida Area Details
Eric Filimon's Fidelity Investments Experience January 2004 - April 2009
Job Senior Investment Consultant at Charles Schwab
Industry Financial Services
Experience
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

Jeffrey Keech Jeffrey Keech Dallas/Fort Worth Area Details
Jeffrey Keech's Fidelity Investments Experience March 2012 - September 2014
Job Owner/President at Homewatch CareGivers of Garland
Industry Computer Software
Experience
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

Justin Muir Justin Muir Raleigh-Durham, North Carolina Area Details
Justin Muir's Fidelity Investments Experience August 2015 - Present
Job Senior Business Analyst Compensation at Fidelity Investments
Industry Telecommunications
Experience
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

Mahesh Kukkadapu Mahesh Kukkadapu Greater Boston Area Details
Mahesh Kukkadapu's Fidelity Investments Experience October 2005 - December 2006
Job Sr. Software Developer at Public Consulting Group
Industry Financial Services
Experience
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

Maria Wells Maria Wells Greater Boston Area Details
Maria Wells's Fidelity Investments Experience June 2004 - Present
Job Senior Director, Communications Consultant at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   June 2004 - Present
Merrill Lynch / Howard Johnson & Co.   1997 - 1999

Education
George Mason University   1981 — 1984

Ranen Das Ranen Das Greater Boston Area Details
Ranen Das's Fidelity Investments Experience August 2015 - Present
Job Independent Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
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

Ann (Weiyen) Jonas Ann (Weiyen) Jonas Dallas/Fort Worth Area Details
Ann (Weiyen) Jonas's Fidelity Investments Experience December 1999 - Present
Job
Industry Financial Services
Experience
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

Matt Bullard Matt Bullard Dallas/Fort Worth Area Details
Matt Bullard's Fidelity Investments Experience October 1995 - June 2004
Job Downtown Operations and Area Sales Manager at DR Horton/Express/Emerald Homes
Industry Real Estate
Experience
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

Richa Colaco Richa Colaco Washington D.C. Metro Area Details
Richa Colaco's Fidelity Investments Experience December 2000 - February 2007
Job PROG/ANALYST SYSTEMS CONSULT. at CareFirst BlueCross BlueShield
Industry Computer Software
Experience
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

Fiona Betivoiu, CTDP Fiona Betivoiu, CTDP Toronto, Canada Area Details
Fiona Betivoiu, CTDP's Fidelity Investments Experience January 2000 - July 2006
Job Innovative Learning and Development Leader
Industry Professional Training & Coaching
Experience
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

Pam Murray Pam Murray Greater Boston Area Details
Pam Murray's Fidelity Investments Experience May 1989 - 2005
Job SVP Rockefeller & Co.l
Industry Financial Services
Experience
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

Kelly L Theissen Kelly L Theissen Cincinnati Area Details
Kelly L Theissen's Fidelity Investments Experience July 2008 - Present
Job Product & Services Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Poonam Kotak, CHRP, M.com Poonam Kotak, CHRP, M.com Toronto, Canada Area Details
Poonam Kotak, CHRP, M.com's Fidelity Investments Experience August 2003 - August 2008
Job Human Resources Professional
Industry Human Resources
Experience
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

Laurie Dermody Laurie Dermody Greater Boston Area Details
Laurie Dermody's Fidelity Investments Experience February 2007 - May 2012
Job Sales Training & Enablement
Industry Management Consulting
Experience
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

Robert Smalley Robert Smalley Toronto, Canada Area Details
Robert Smalley's Fidelity Investments Experience October 2009 - March 2010
Job Project Manager Consultant, Owner at RGS IT INC.
Industry Information Technology and Services
Experience
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

Sirak Teodros Sirak Teodros Washington D.C. Metro Area Details
Sirak Teodros's Fidelity Investments Experience January 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

James McGarvey James McGarvey Greater Atlanta Area Details
James McGarvey's Fidelity Investments Experience February 1998 - April 2007
Job Regional Sales Consultant at Frontier Asset Management
Industry Financial Services
Experience
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

Christopher Molin Christopher Molin Toronto, Canada Area Details
Christopher Molin's Fidelity Investments Experience 2005 - 2008
Job Research Analyst at Boswell Capital Corporation
Industry Financial Services
Experience
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

Stephanie Bechard Stephanie Bechard Union, Kentucky Details
Stephanie Bechard's Fidelity Investments Experience July 2015 - Present
Job Financial Services Representative Full Trader at Fidelity Investments
Industry Insurance
Experience
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

Murthy Vasanth Murthy Vasanth Greater Boston Area Details
Murthy Vasanth's Fidelity Investments Experience 2004 - December 2009
Job Business Intelligence Developer
Industry Information Technology and Services
Experience
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)

Sasha Parker-Cochran Sasha Parker-Cochran Cincinnati Area Details
Sasha Parker-Cochran's Fidelity Investments Experience January 1999 - January 2001
Job Owner at SPC Media Production
Industry Marketing and Advertising
Experience
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

Frédéric Ayih Frédéric Ayih Toronto, Canada Area Details
Frédéric Ayih's Fidelity Investments Experience May 2007 - August 2010
Job CSI Cordinator at MercedesBenz Canada
Industry Marketing and Advertising
Experience
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

PAMELA TAKACS PAMELA TAKACS San Francisco Bay Area Details
PAMELA TAKACS's Fidelity Investments Experience September 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Duran Holton Duran Holton San Diego, California Details
Duran Holton's Fidelity Investments Experience 1999 - Present
Job Vice President, Managing Director, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
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

Beth Duffin Beth Duffin Greater Boston Area Details
Beth Duffin's Fidelity Investments Experience October 1996 - October 2000
Job IT Director
Industry Telecommunications
Experience
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

Ray Ramicone Ray Ramicone Cincinnati Area Details
Ray Ramicone's Fidelity Investments Experience 2010 - Present
Job Manager, Retail Service at Fidelity Investments
Industry Financial Services
Experience
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

Zach Spradlin, CFP® Zach Spradlin, CFP® Arlington, Virginia Details
Zach Spradlin, CFP®'s Fidelity Investments Experience June 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Ehtisham Daudi Ehtisham Daudi Toronto, Canada Area Details
Ehtisham Daudi's Fidelity Investments Experience September 2007 - Present
Job Security Rep at Fidelity Investments
Industry Financial Services
Experience
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

Jon Skibinski, CPA Jon Skibinski, CPA Greater Pittsburgh Area Details
Jon Skibinski, CPA's Fidelity Investments Experience January 2015 - Present
Job Director, Accounting Policy & Standards at Fidelity Investments
Industry Banking
Experience
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

Cameron Holtz Cameron Holtz Charlotte, North Carolina Area Details
Cameron Holtz's Fidelity Investments Experience July 1989 - March 1999
Job Community Volunteer at St. Peter's Episcopal Church, Charlotte, NC
Industry Civic & Social Organization
Experience
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

Tricia Landefeld Tricia Landefeld Henderson, Nevada Details
Tricia Landefeld's Fidelity Investments Experience Sr. Account Executive VPFidelity InvestmentsJuly 1996 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
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

Mackenzie Mollere Mackenzie Mollere United States Details
Mackenzie Mollere's Fidelity Investments Experience July 2012 - Present
Job PreMedia Specialist at Fidelity Investments
Industry
Experience
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

Brittany Widmer Brittany Widmer United States Details
Brittany Widmer's Fidelity Investments Experience January 2011 - Present
Job Print Operator at Fidelity Investments
Industry
Experience
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

Bernadette Wright Bernadette Wright Toronto, Canada Area Details
Bernadette Wright's Fidelity Investments Experience November 2013 - Present
Job TransferAgent Processor
Industry Financial Services
Experience
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

Sandra Kaiser Sandra Kaiser Florence, Kentucky Details
Sandra Kaiser's Fidelity Investments Experience February 2011 - April 2012
Job Escalations Specialist 2 at Citi
Industry Financial Services
Experience
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.)

Randeep Sidhu Randeep Sidhu Linthicum Heights, Maryland Details
Randeep Sidhu's Fidelity Investments Experience June 2008 - August 2012
Job Business Systems Analyst II at ValueOptions, Inc.®
Industry Information Technology and Services
Experience
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

phillip wismer phillip wismer Dallas/Fort Worth Area Details
phillip wismer's Fidelity Investments Experience February 2012 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2012 - Present

Education
Furman University

Hutton Josh Hutton Josh Cincinnati Area Details
Hutton Josh's Fidelity Investments Experience 2012 - Present
Job Operations Representative III
Industry Financial Services
Experience
Fidelity Investments   2012 - Present

Skills
Project Management, Customer Service, Leadership, Microsoft Excel, Microsoft Office

Education
Gateway Community and Technical College

Amy Wainscott Amy Wainscott Newport, Kentucky Details
Amy Wainscott's Fidelity Investments Experience January 2006 - September 2009
Job Sales Professional New Construction
Industry Architecture & Planning
Experience
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

Larry Morton Larry Morton Erie, Pennsylvania Details
Larry Morton's Fidelity Investments Experience June 2003 - January 2012
Job VP Financial Consultant Retirement Services Manager at ERIEBANK Investment Advisors
Industry Financial Services
Experience
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

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