Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Silvergate Capital Management, LLC April 2007 - June 2007
INVESCO Funds Group 1998 - 2004
Fidelity Investments 1995 - 1998
Creditanstalt Securities, Ltd. June 1994 - August 1994
Continental Bank 1989 - 1993
Skills
Mutual Funds, Equities, Fixed Income, Asset Management, Product Management, Investment Marketing, Marketing Strategy
Education
Georgetown University - The McDonough School of Business
MBA
Kalamazoo College
BA, Economics and French, International Commerce concentration
E*TRADE Financial Corporation September 2015 - Present
Fidelity Investments November 2014 - June 2015
Fidelity Investments August 2013 - November 2014
Iron Capital Advisors Inc. May 2013 - August 2013
AMC Theatres March 2008 - September 2009
Panera Bread April 2007 - August 2007
Education
Georgia State University 2009 — 2013
Bachelor of Business Administration, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Fidelity Investments June 2015 - August 2015
New Media Institute June 2013 - October 2013
Saatchi & Saatchi Beijing Office July 2012 - August 2012
Universum October 2010 - December 2010
Harvard AUSCR Summit for Young Leaders in China August 2010 - August 2010
Skills
User Experience, Microsoft Office, HTML, Photoshop, CSS, User Interface Design, Usability Testing
Education
Georgia Institute of Technology 2014 — 2016
Master's Degree, Human Computer Interaction
Communication University of China 2010 — 2014
Bachelor of Engineering (B.E.), Digital Media Technology
Sheakley August 2014 - Present
INTRUST IT October 2013 - August 2014
Paycor 2011 - 2013
Leap Business Technology LLC 2010 - 2013
Fidelity Investments 2004 - 2010
Ceridian 2002 - 2004
Prior to 2002 1991 - 2002
Skills
Marketing Strategy, Lead Generation, Leadership, Marketing, CRM, Product Management, Start-ups, Business Development, Sales Process, Management, Sales Presentations, E-commerce, Sales Operations, Social Media Marketing, Sales, Business Strategy, Analytics, Integrated Marketing, Product Development, Training, Market Analysis, Salesforce.com..., Tablets, SEO, Market Research, Strategic Partnerships, Microsoft CRM, Growth Strategies, Strategic Leadership, Team Leadership, Sales Management, Customer Retention, Salesforce.com, SaaS, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 1990 — 1995
BBA
Lakeside
The University of Georgia
Fidelity Investments March 2015 - Present
Rad Sales Solutions February 2014 - February 2015
Ameriprise Financial Services, Inc. April 2009 - February 2014
Merrill Lynch June 1998 - April 2009
Skills
Finance, Retirement Planning, Financial Planning, Leadership, Insurance, Management, Wealth Management, Portfolio Management, Series 7, Investments
Education
Georgia State University
rogenSi 2010 - Present
Deutsche Bank 2008 - 2010
Fidelity Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Asset Managment, Asset Management, Equities, Financial Modeling, Hedge Funds, Financial Services, Due Diligence, Mergers & Acquisitions, Persuasive Presentation..., Management Consulting
Education
Georgetown University 2000 — 2003
BSBA, Accounting
Fidelity Investments October 2014 - Present
Skills
Sales, Insurance, Retirement Planning, Employee Benefits, Disability Insurance, Personal Financial..., Life Insurance, Retirement, Strategic Financial..., Mutual Funds, Financial Services
Education
Georgia Institute of Technology 1998 — 2003
BS, Management
The American College
Fidelity Investments July 2000 - Present
Freres School August 1998 - June 1999
Seeds of Peace 1997 - 1998
Education
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.)
Coca-Cola Enterprises April 2015 - Present
Matrix August 1996 - June 1997
INVESCO April 1994 - August 1996
GPM Equipment Sales April 1993 - April 1994
Fidelity Investments August 1991 - April 1993
Skills
Microsoft Excel, Microsoft Office, Finance, Project Management, Customer Service, Access, Analysis, Outlook, PowerPoint, Leadership, Sales, Accounts Receivable
Education
Kennesaw State University - Michael J. Coles College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business and Information Systems
Georgia State University 1989 — 1991
Bachelor of Business, Finance
The University of Texas at Austin - Red McCombs School of Business 1985 — 1991
Finance, Minor in Mathematics
Fidelity Investments April 2015 - Present
Cape Securities, Inc July 2014 - April 2015
AAA Parking July 2010 - December 2014
Cape Securities, Inc November 2013 - July 2014
Skills
Microsoft Excel, Customer Service, Team Leadership, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Social Networking, Time Management, Leadership, Finance, Financial Analysis, Investments
Education
Georgia State University 2010 — 2014
Bachelor's Degree, Business Economics, 3.72
Georgia State University 2010 — 2014
Bachelor’s Degree, Finance, 3.72
The Gladstone Companies November 2013 - Present
Cassidy Turley August 2013 - November 2013
US Treasury June 2012 - August 2012
Double Harvest Haiti June 2008 - July 2011
English House July 2010 - January 2011
Prins USA Greenhouse Company October 2009 - July 2010
Fidelity Investments October 2008 - May 2009
Morgan Stanley October 2007 - May 2008
Skills
Financial Modeling, Leadership, Valuation, Investments, Finance, Economics, Spanish, Research, Microsoft Excel, PowerPoint, Editing, Financial Services, Financial Analysis, Analysis, Bloomberg, Fundraising, Business Strategy, Project Management, Management, Start-ups
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance, General
Southern Methodist University - Cox School of Business 2003 — 2008
BBA & BS, Real Estate Finance and Economics with Financial Application
University of Virginia 2006 — 2007
Woodberry Forest High School 1999 — 2003
Cisco May 2012 - Present
Verizon 2010 - May 2012
State of North Carolina 2009 - 2010
RBC Bank September 2007 - December 2008
Fidelity Investments 2007 - 2007
Keane 2006 - 2007
Alphanumeric Systems October 2002 - March 2006
Skills
Project Management, PMP, Cisco Technologies, Program Management, Vendor Management, Certified Scrum Master..., ITIL, Telecommunications, Software Documentation, Security, PMO, SDLC, Project Planning, VMware, Virtualization, Highly Reliable, Network Administration, Collaborative Problem..., MS Project, Information Technology..., Information Technology..., Integration, Computer Network..., Business Analysis, Network Security
Education
Georgia State University 1987 — 1992
BA, Journalism
Georgia State University
ViaSat March 2014 - Present
InMechaSol, LLC May 2013 - August 2013
L-3 Communications May 2012 - August 2012
Fidelity Investments May 2011 - August 2011
HomeSeer Technologies, LLC June 2007 - August 2009
Skills
C, C++, Matlab, Software Development, Linux, Python, Web Development, Embedded Software, HTML, CSS, JavaScript
Education
Georgia Institute of Technology 2009 — 2013
Bachelor's degree, Computer Engineering
Pershing LLC, An Affiliate of the Bank of New York Mellon October 2006 - Present
Fidelity Investments 2003 - 2006
Skills
Market Data, Contract Negotiation, Series 7, Equities, Securities, Vendor Management, Presentations, Strategy, Financial Services, Portfolio Management, Back Office, Equity Research, Analytics, CRM
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Brandeis University 1990 — 1993
B.A., Economics
Babson Capital Management November 2012 - Present
Boston Housing Authority February 2012 - June 2012
Sovereign Bank 2010 - 2010
Marr Companies 2007 - 2010
J.P. Morgan 1998 - 2007
Fidelity Investments 1992 - 1997
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Management Consulting, Due Diligence, Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Project Management, Government, Policy, Microsoft Excel, Mergers, Budget, Forecasting, Finance, Business Development, Non-profits, Financial Accounting, Auditing, Internal Controls, Internal Audit, Management, Sarbanes-Oxley Act, Process Improvement, Business Process..., Microsoft Office, Public Speaking, Accounts Payable, Data Analysis, Asset Managment, Banking, Corporate Tax, Managerial Finance, Mergers & Acquisitions, Negotiation, Strategic Financial..., Financial Statements, Fixed Assets
Education
Georgetown University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1982 — 1986
Fidelity Investments September 2013 - Present
Robert W. Baird & Co. May 2012 - August 2012
Migrant Legal Action Program May 2011 - August 2011
Dewey & LeBoeuf LLP June 2008 - July 2010
Greater Boston Legal Services June 2007 - August 2007
Skills
Mergers & Acquisitions, Legal Research, Legal Writing, Westlaw, Corporate Law, Capital Markets, Legal Compliance, Securities, Securities Regulation, Financial Modeling, FINRA, Investment Banking, Corporate Finance, Due Diligence
Education
Georgetown University Law Center 2010 — 2013
JD
Princeton University 2003 — 2008
A.B., History
Fidelity Investments October 2007 - June 2012
Fidelity Investments February 2006 - October 2007
Skills
Corporate Communications, Media Relations, Social Media, Editing, Press Releases, Internal Communications, Marketing Communications, Strategic Communications, Communication Training, Crisis Communications, Newsletters
Education
Georgetown University 2003 — 2005
Master's Degree, Communication, Culture and Technology
Providence College 1999 — 2003
Bachelor of Arts, Political Science/Media Studies
Wellington Management July 2015 - Present
Georgetown University Department of Economics January 2013 - May 2015
Fidelity Investments June 2014 - August 2014
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Boston College High School 2007 — 2011
KPMG US September 2014 - Present
Dentsu Aegis Network January 2014 - August 2014
Accenture April 2013 - January 2014
Fidelity Investments September 2012 - December 2012
Wolverine Trading September 2011 - March 2012
HSBC February 2011 - April 2011
Shenyin Wanguo Futures Limited November 2010 - January 2011
Skills
Financial Modeling, R, Matlab, Derivatives, SAS, Monte Carlo Simulation, Quantitative Finance, Bloomberg Terminal, C++, Stochastic Calculus, SQL, Options, Data Mining, Time Series Analysis, Microsoft Office, Statistic Learning, Teradata Data Warehouse, Tableau, Optimization & Dynamic..., Credit Risk, Mortage, Financial Risk...
Education
Georgia Institute of Technology 2015 — 2017
Master of Science (MS), Computer Science
University of Illinois at Urbana-Champaign 2011 — 2012
Master of Science (MS), Financial Engineering
MainStreet Financial Planning, Inc. June 2014 - Present
Fidelity Investments June 2012 - May 2014
JP Morgan Chase April 2010 - May 2012
Brooklyn Cooperative Federal Credit Union November 2006 - March 2010
NYC Department of Small Business Services 2004 - 2005
Skills
Financial Services, Series 7, Personal Finance, Mortgage Lending, Excellent analytical..., series 66
Education
Georgetown University 2010 — 2011
Certificate of financial planning, Financial Planning and Services
New School University 2004 — 2006
Master's degree, Public Policy Analysis
University of Maryland College Park 1998 — 2002
Bachelor's degree, Political Science and Government
Scarsdale High School 1994 — 1998
Henry Sparks Systems & Software Architecture 2005 - Present
various contracting agencies 2002 - 2005
Fidelity Investments 2000 - 2002
various contracting agencies 1991 - 2000
John M. Cockerham & Associates, Inc. 1987 - 1991
John M. Cockerham & Associates, Inc. 1985 - 1987
Appalachian Power Company 1982 - 1985
Skills
C#, VB.NET, jQuery, XML, .NET, ASP.NET, JSP, Java, Cognos, Perl, Ruby, JavaScript, Netezza, SSIS, Microsoft SQL Server, Business Objects, Project Management, Business Analysis, Database Design, Data Warehousing, Data Analysis, Web Development, MS Reporting Services, MS Analysis Services, Requirements Analysis, Integration, Software Development, Web Applications, Business Intelligence, Databases, T-SQL, IIS, Visual Basic, Software Engineering, Software Design, ETL
Education
Rivier College
MS, Computer Science
The George Washington University
MEA, Engineering Administration
Georgia Institute of Technology
BEE, Electrical Engineering
Cleary Gottlieb Steen & Hamilton LLP May 2012 - Present
Poverty & Race Research Action Council May 2011 - July 2012
Torrisi & Torrisi, Attorneys at Law May 2010 - August 2010
Smart Start Tutoring, LLC March 2005 - August 2010
Fidelity Investments May 2007 - August 2007
Skills
Legal Research
Education
Georgetown University Law Center 2010 — 2013
William & Mary 2006 — 2010
B.A., History, Government
Software Industry 2012 - Present
Fidelity Investments 2006 - 2012
Fidelity Investments 2001 - 2006
Deloitte & Touche 1999 - 2001
Deloitte & Touche 1997 - 1999
Deloitte & Touche 1992 - 1996
Skills
Tax, Tax Law, Due Diligence, Mergers, Corporate Tax, Executive Pay, Income Tax, Private Equity
Education
Georgetown University Law Center 1997 — 1999
LL.M., Tax
Suffolk University Law School 1989 — 1992
Doctor of Law (J.D.), cum laude
Merrimack 1984 — 1989
Bachelor of Science, Accounting
Merrimack College 1984 — 1989
Bachelor of Science (B.S.), Accounting, Magna cum laude
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Kepler Group LLC July 2013 - Present
TAPE, LLC August 2009 - July 2013
LearnVest, Inc. April 2013 - June 2013
EMC January 2013 - May 2013
Babson College Economics Department January 2013 - April 2013
SpeakEasy Stage Company March 2013 - 2013
Symantec October 2012 - December 2012
Fidelity Investments June 2012 - August 2012
Monster Worldwide January 2012 - May 2012
TAPE, LLC February 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Adobe Creative Suite, SPSS, Project Management, Financial Analysis, Market Research, Business Strategy, Entrepreneurship, Data Analysis, Analysis, Marketing, Process Improvement, Program Management, Strategy, SharePoint, Leadership, Nonprofits, Management, Team Leadership, Management Consulting, Government, Business Development, Proposal Writing, Project Planning, Budgets, Competitive Analysis, Financial Modeling, Research, Analytics, Business Process..., Product Management, Risk Management, Advertising, Sales, Business Planning, Strategic Planning, Cross-functional Team..., Consulting, Time Management, Teamwork, Finance, Microsoft Office, Marketing Communications, Training, Business Analysis, Start-ups, Fundraising, Change Management, Team Building
Education
Babson College, F.W. Olin Graduate School of Business 2011 — 2013
Master, Business Administration, 3.9
University of Baltimore 2009 — 2010
Publications Design
Georgetown University 2009 — 2009
Certificate, Project Management
University of California, Los Angeles 2003 — 2006
B.A., Economics, French
Encompass Pharmaceutical Svc September 2015 - Present
QSpex Technologies, Inc. January 2015 - September 2015
QSpex Technologies, Inc. May 2012 - December 2014
QSpex Technologies, Inc. January 2012 - May 2012
Alimera Sciences, Inc. January 2007 - January 2012
Alimera Sciences, Inc. November 2003 - December 2006
Novartis Pharmaceuticals January 2001 - November 2003
Ryerson / J.M. Tull Metals Co. January 1989 - December 2000
Fidelity Investments January 1986 - December 1988
Skills
Management, Cross-functional Team..., Forecasting, Analysis, Start-ups, Mergers, Healthcare, Mergers & Acquisitions, Business Planning, Business Strategy, Leadership, Managerial Finance, Budgets, Financial Analysis, Financial Modeling, Accounting, SAP, Project Management, Product Launch, Microsoft Office, Medical Devices, Project Planning, Auditing, Due Diligence
Education
Georgia State University 1984 — 1986
Master, Business Administration
Georgia Institute of Technology 1978 — 1982
Bachelor, Industrial Management
Fidelity Investments January 2004 - Present
Education
Georgetown University 1979 — 1983
Fidelity Investments 2011 - Present
Fulbright & Jaworski LLP 1998 - 2010
Skills
Real Estate, Defense, Legal Writing, Contract Negotiation, Employment Law, Labor Relations, Employment Contracts, Employment, Employee Benefits, Employment Law..., Training, Litigation, Legal Research, Civil Litigation, Trials, Talent Acquisition, Human Resources
Education
Georgetown University
CLA, Law
The University of Texas at Arlington
BA, Political Science and Government
Blue Cross and Blue Shield of North Carolina April 2014 - Present
Fidelity Investments September 2013 - April 2014
Duke Clinical Research Institute May 2012 - May 2013
Bank of America July 2011 - May 2012
AIG United Guaranty August 2010 - October 2010
Sealy Corporation December 2009 - July 2010
Wachovia June 2005 - September 2009
AT&T 1997 - 2005
Skills
SDLC, Business Analysis, SharePoint, Project Management, Testing, PMP, Vendor Management, Management, Visio, Databases, Software Project..., MS Project, Software Quality..., Enterprise Software, Requirements Analysis, Microsoft SQL Server, Business Intelligence, Process Improvement, IT Management, Project Portfolio..., Requirements Gathering, PMO, Integration, Agile Project Management, Agile Methodologies, Business Process, ITIL, IT Strategy, Software Documentation, Quality Assurance, Scrum, Program Management, Change Management, Information Technology, IT Service Management, Business Requirements, Business Process..., Data Warehousing, Systems Analysis, Enterprise Architecture, Resource Management, Software Development, Disaster Recovery, Microsoft Project
Education
Georgia Institute of Technology 1997 — 1997
Computer Programming Certificates - Java, PERL, C++
The University of Georgia 1988 — 1991
ABJ Advertising and Business Communications
Cummins Inc. (Power Generation) August 2012 - Present
University of Maine Alumni Association 2009 - 2014
Fidelity Investments October 2009 - August 2012
The Parthenon Group September 2008 - October 2009
The Parthenon Group June 2007 - August 2007
Dell, Inc October 2004 - August 2006
Dell, Inc August 2003 - October 2004
General Electric Co. July 1999 - August 2001
Skills
Process Improvement, Cross-functional Team..., Business Strategy, Strategy, Management Consulting, Competitive Analysis, Six Sigma, Management, Business Development, Leadership, Product Development, Vendor Management, Project Management, Business Planning, Analytics, Strategic Planning, Analysis
Education
Massachusetts Institute of Technology 2006 — 2008
MBA
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Georgia Institute of Technology 2001 — 2003
MSME
University of Maine 1996 — 2001
BSME
Jamnabai Narsee
Freelance Software Developer June 2013 - Present
Fidelity Investments August 2012 - May 2013
SITA August 2011 - July 2012
Cisco November 2007 - July 2011
IBM Internet Security Systems June 2007 - October 2007
EGT Inc. May 2005 - May 2007
Computer Associates 2002 - 2004
Roche Diagnostics 2001 - 2002
Secureware 2001 - 2001
Liquid Light 2000 - 2000
Skills
TCP/IP, Device Drivers, Linux, Embedded Systems, Linux Kernel, RTOS, Perl, Python, Unix, C++, Firmware, Kernel, Ethernet, Object Oriented Design, Software Design, Software Engineering, Software Development, Databases, Cloud Computing, Embedded Software, JavaScript, Open Source, C, Debugging, System Architecture, Agile Methodologies, Digital Video, IPv6, Network Security, OOP, Ubuntu, Video, GNU tools, Broadband
Education
Georgia State University 1979 — 1982
Master's program
Southern Illinois University, Carbondale 1975 — 1979
Bachelor's Degree
Spoon River College 1974 — 1975
Roseville
Cox Communications March 2015 - Present
Cisco August 2013 - January 2015
SITA August 2011 - August 2013
Insight Global November 2008 - August 2011
CheyCom Solutions January 2004 - September 2008
Fidelity Investments October 2001 - December 2004
Stable Networks March 2000 - October 2001
Fidelity Investments 1999 - 2001
United States Marine Corps June 1991 - June 1999
Skills
Data Center, Project Management, Security, Cisco Technologies, Program Management, IT Management, Vendor Management, IT Strategy, Integration, Disaster Recovery, Business Analysis, Enterprise Architecture, Cloud Computing, ITIL, PMP, IT Service Management, Virtualization, Network Security, Network Design, Requirements Gathering, Databases, Time Management, Government, Active Directory, Technical Recruiting, Cisco Nexus, Agile Methodologies, Solution Selling, International Relations, Global Business..., Business Requirements, Strategic Sourcing, International Project..., Global Delivery, Identity Management, Customer Engagement, Public Policy, Fundraising, Economic Development, Operating Budgets, International Trade, Strategic Technology..., IT Portfolio, Global Strategy, Offshore Outsourcing, RFP Generation, Capital Budgeting, Policy Research, Leadership
Education
Harvard University Kennedy School of Government 2012 — 2012
Emerging Leaders
CalUniversity 2008 — 2011
Doctorate; Business Administration, Global Business and Leadership
Georgia Institute of Technology 2003 — 2004
Master of Science / eMBA, Management of Technology
North Carolina Agricultural and Technical State University 1993 — 1996
B.S., Information Technology and Electronic Technology
Fidelity Investments January 2015 - July 2015
Kingsdale Shareholder Services March 2014 - September 2014
Addella May 2013 - November 2013
Higher hospitality October 2012 - January 2013
BlackCreek Music Festival June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows Movie Maker, Economics, International Relations, Public Policy, Financial Modeling, Corporate Finance, Customer Service, Microsoft Office, Market Research, Sales, Photoshop, HTML, Cost Accounting, Java, Illustrator, Valuation, Financial Analysis, Investments, Bloomberg, Investment Banking, Equities
Education
York University, Faculty of 2010 — 2014
Bachelor, Business/Managerial Economics
Georgia State University 2009 — 2010
BA, Business and Financial Economics
Georgia State University, Robinson College of Business 2009 — 2010
Bachelor, Business Economics
Lycee Francais Jules Verne 2005 — 2008
Baccalaureate, Economics and sociology
CoStar Group October 2013 - Present
CACI International Inc March 2008 - October 2013
Fidelity Investments November 2005 - March 2008
Fidelity Investments May 1998 - November 2005
Fidelity Investments October 1996 - May 1998
Skills
Employee Benefits, 401k, Human Resources, ERISA, Personnel Management, Benefits Administration, Strategic Planning, Training, Change Management, Program Management, Management, Vendor Management, Mergers & Acquisitions, Analysis, Payroll, Employee Relations
Education
Georgetown University 2009 — 2011
Master of Professional Studies, Human Resources Management
The University of Texas at Arlington - College of Business Administration 1994 — 1996
BBA, Finance
Fidelity Investments July 2015 - Present
Lenovo January 2015 - July 2015
IBM January 2013 - January 2015
IBM March 2005 - June 2010
IBM June 2003 - March 2005
Nortel Networks 2000 - 2002
Skills
Product Management, Storage, Technical Leadership, Cross-functional Team..., Integration, Product Marketing, Project Management, Team Leadership, Software Project..., Cloud Computing, test, SaaS, Program Management, Vendor Management, Testing, IT Strategy, Data Center, Professional Services, Service Delivery, IT Service Management, Hardware, Networking, Storage Area Networks, Enterprise Software, Software Development, Requirements Analysis, Project Portfolio..., High Availability, Business Intelligence, Enterprise Architecture, Business Analysis, Linux, Solution Selling, Strategy, Solution Architecture, Pre-sales, System Architecture, Agile Methodologies, Sales Enablement, Storage Virtualization, Go-to-market Strategy, ITIL, Agile Project Management, Server Architecture, Servers, Unix, SAN, Fibre Channel, SDLC, Systems Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Georgia Institute of Technology 2000 — 2003
MS, Electrical Engineering
Georgia Institute of Technology 1996 — 2000
BS, Electrical Engineering
Fidelity Investments August 2011 - Present
Acceleration Retirement January 2010 - August 2011
Fidelity Investments September 2006 - February 2009
Fidelity Investments June 2005 - September 2006
Loomis Sayles May 2004 - June 2005
Capital Resource Partners January 2003 - May 2004
Northeastern University 2001 - 2003
Skills
Investments, Equities, Pricing, Negotiation, Research, 401k, Asset Allocation, Retirement
Education
Georgia Institute of Technology 1995 — 2000
Bachelor's Degree, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1995 — 2000
BS, Business Management
Bank of America July 2006 - Present
JPMorgan Invest May 2005 - June 2006
Arnold Worldwide September 2000 - May 2005
Fidelity Investments September 1999 - September 2000
Arnold Worldwide February 1998 - September 1999
Miller Brewing Company June 1995 - February 1998
Skills
User Experience, Interaction Design, Experience Design, Information Architecture, User-centered Design, Rapid Prototyping, User Interface Design, Digital Strategy, Web Analytics, Usability Testing, Creative Direction, Content Management, User Experience Design, Information Design, Usability, Wire Framing, Adobe Creative Suite, Mobile Applications, User Interface, Wireframes, E-commerce, Usability Engineering, Advertising, Mobile Design
Education
Boston College High School
Georgetown University
BA
U.S. Trust June 2013 - Present
Fidelity Investments July 2010 - June 2013
Georgetown University Capital Markets Research Center June 2009 - August 2009
Office of the Inspector General, US Dept of Housing and Urban Development June 2009 - August 2009
Dermody, Burke & Brown, CPAs, LLC June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Accounting and Finance
SunTrust Bank August 2006 - Present
SunTrust Bank March 2004 - August 2006
SunTrust Bank December 1997 - March 2004
Fidelity Investments March 1997 - December 1997
Meg Green & Associates March 1996 - March 1997
Wall Street Money Management Group October 1992 - February 1996
Skills
Wealth Management, Investment Technology..., Portfolio Management, Investments, Investment Management, Investment Strategies, Finance, High Net Worth..., Asset Allocation, Trading, Management, Wealth, Unified Managed Accounts, Alternative Investments, Investment Advisory, CRM, Wealth Management..., Performance Measurement, Portfolio Optimization, Vendor Relationship..., Third Party Vendor...
Education
Georgia College and State University 2002 — 2004
MBA
Palm Beach Atlantic University 1993 — 1995
BS, Management
Dale Carnegie Course 1991 — 1992
Class Assistant to Instructor
University of Scranton 1989 — 1991
Associate, Business
Dale Carnegie Course
Effective Communications and Human Relations
Fidelity Investments July 2014 - Present
Skills
Java, Visual C#, C++, HTML, JQuery/Javascript, CSS, PL/SQL
Education
Georgia Southern University 2009 — 2014
Bachelor of Science in Computer Science
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo July 2012 - February 2014
Georgia Tech Student Center May 2009 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Windows, Word, Microsoft Office, Photoshop, Access, Mac, Mac OS X, XP, Economics, Statistics, Microsoft Excel, Microstrategy, Stata, Microsoft Word, Customer Service, Data Analysis, Management, Research
Education
Georgia Institute of Technology 2008 — 2012
Bachelor of Science, Economics; Math Minor
Georgia Institute of Technology 2008 — 2012
Bachelor of Science (B.S.), Economics
Cathay Conning Asset Management July 2015 - August 2015
Republic of China (Taiwan) Armed Forces June 2014 - June 2014
Standard & Poor's June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Cathay Life Insurance July 2011 - August 2011
Skills
Equity Research, Equity Valuation, Financial Analysis, Greater China, Bloomberg, Financial Projection, U.S.-China relations, Credit Rating, Credit Reporting, Financial Statements, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, International Economics, International Political...
Education
Georgetown University 2011 — 2015
Bachelor’s Degree, International Political Economy
London School of Economics and Political Science 2013 — 2014
General Course, Political Economy, Junior
Harvard University 2013 — 2013
Summer Program, Accounting and Finance
Georgetown Preparatory School 2007 — 2011
High School Degree, High School/Secondary Diplomas and Certificates
Raymond James Financial, Inc. August 2015 - Present
Ceridian June 2013 - Present
Ceridian March 2012 - June 2013
Ceridian March 2010 - March 2012
Unum Group January 2008 - December 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments January 2006 - April 2007
Fidelity Investments March 2000 - January 2006
CVS Caremark Corporation 1998 - 2000
Various Companies March 1988 - July 1998
Skills
Performance Management, Cross-functional Team..., Employee Benefits, Product Development, Contract Negotiation, Sales Management, Technology Needs..., Leadership, CRM, BPO, Data Analysis, Data Analytics and..., HR Outsourcing, Sales Operations, Cross-functional..., Coaching, Management, Strategy, Vendor Management, Process Improvement, SaaS, Training, Outsourcing, Human Resources, Talent Management, Strategic Planning, Analysis
Education
Georgia Institute of Technology 1982 — 1987
BS
Avon Walk For Breast Cancer 2004 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2012 - December 2014
Fidelity Investments March 2011 - August 2012
Fidelity Investments March 2007 - February 2011
Fidelity Investments May 2002 - March 2007
Fidelity Investments February 1999 - May 2002
B&L Associates April 1996 - January 1999
BJ's Wholesale Club October 1992 - March 1996
Saluti Cahn (formerly Saluti Associates) January 1990 - July 1991
Skills
Training, Project Management, Management, Business Analysis, Leadership, Software Documentation, Financial Services, Process Improvement, Team Building, Customer Service, Program Management, Policy, Business Process, Investments, Risk Management, Proposal Writing
Education
Georgetown University 1982 — 1986
Bachelor of Science (BS), Business-Portuguese, Finance concentration
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Wells Fargo March 2013 - September 2014
Integrated Planning Solutions April 2011 - July 2012
New York Life Insurance Company April 2009 - April 2011
Edward Jones May 2008 - April 2009
Hull Middle School January 2006 - May 2008
Skills
Retirement Planning, Estate Planning, Financial Planning, Long-term Care, Start-ups, Business Planning, Financial Reporting, Corporate Finance, Finance, Human Resources, Payroll, Employee Benefits, Strategic Financial..., Leadership, Investments, Financial Analysis, Series 7, series 66, Team Building, Management, Financial Advisory, Retirement, Life Insurance, Insurance, Uniform Combined State...
Education
Oglethorpe University 2015 — 2017
Certified Financial Planner Program
Georgia Southern University 2003 — 2005
BS, Sport Management with minor in Business Admin.
Middle Georgia College 2001 — 2003
A.S., Business Administration
Class Caring Loyal Advocates Supporting Society, Inc. July 2015 - Present
UC Davis June 2015 - Present
State Farm June 2014 - Present
SilverLeaf Resorts 2014 - Present
LEAP Associations Inc. January 2013 - Present
PatchWerk Recording Studios June 2012 - Present
MOREHOUSE COLLEGE August 2013 - May 2015
Fidelity Investments January 2015 - April 2015
Phantom Music January 2014 - May 2014
Hot 1079 Atlanta June 2013 - December 2013
Skills
Public Relations, Project Management, Marketing Communications, Social Media Marketing, Social Networking, Digital Marketing, Marketing, Television, Brand Development, Direct Marketing, Online Marketing, Sales, Music, Customer Service, Event Planning
Education
Morehouse College 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Psychology/Neuroscience, Junior
Georgia Perimeter College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Psychology
TIAA-CREF July 2010 - Present
Bank of America January 2008 - April 2009
Columbia Management November 2004 - January 2008
Kerry-Edwards December 2003 - November 2004
Loomis Sayles Funds March 2000 - December 2002
Fidelity Investments February 1993 - June 1999
Fidelity Investments Institutional Services Company, Inc August 1986 - January 1993
Massachusetts Financial Service Center, Inc January 1984 - July 1986
Skills
Analysis, Financial Services, Investments, Leadership, Management, Marketing, Marketing Strategy, Product Management, Product Marketing
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
Fidelity Investments April 2015 - Present
South University May 2001 - Present
The Fiduciary Group June 2012 - April 2015
Merrill Lynch May 2002 - June 2012
HLC Hotels, Inc. 1997 - 2001
Skills
Certified Financial..., Retirement Planning, Investment Management, 401(k) Plans, Investment Strategies, Investment Advisory, Asset Allocation, Portfolio Management, Financial Planners, Personal Financial..., Wealth Preservation..., Insurance Planning, Personal Finance, Wealth Management, Retirement, Asset Management, Estate Planning, Mutual Funds, Financial Advisory, Series 7, 401k, Series 63, Securities, Financial Services, Equities
Education
Georgia Southern University - College of Business Administration 1995 — 1998
MBA, MBA
Georgia Southern University 1991 — 1994
BA, English Literature, Philosophy
Western Carolina University 1989 — 1991
English Language and Literature/Letters
Liberty University School of Law August 2014 - May 2015
Navy Federal Brokerage Services November 2009 - August 2014
Fidelity Investments September 2006 - November 2009
Ameriprise Financial Services, Inc. December 2004 - June 2006
Skills
Retirement Planning, Certified Financial..., Strategic Financial..., Investments, Wealth Management, Portfolio Management, Retirement, Financial Analysis, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Equities, Asset Management, Long Term Care Insurance, Series 7, Series 66, Financial Accounting, Accounting, Financial Planning
Education
Liberty University School of Law 2014 — 2017
Juris Doctor (J.D.)
Keller Graduate School of Management of DeVry University 2013 — 2014
Master's degree, Accounting, 3.94, Graduated with Distinction Honor
Georgetown University 2007 — 2008
Executive Certificate, Financial Planning
James Madison University 2000 — 2004
Bachelor of Arts (BA), Economics
Fidelity Investments March 2011 - Present
J.P. Morgan February 2010 - February 2011
E*TRADE Financial October 2007 - February 2010
Edward Jones June 2006 - October 2007
Skills
Series 7, Leadership, Investments, Equities, Finance, Mutual Funds, Financial Services, Securities, FINRA, Asset Allocation, Bonds, Stocks, Series 24, ETFs, Microsoft Excel, Wealth Management, Insurance, Retirement Planning, Process Improvement, Portfolio Management, Financial Modeling, Investment Strategies, Strategic Financial..., Relationship Management, Asset Management, 401k
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance and Marketing (Dual Concentration)
University of West Georgia 2002 — 2006
Bachelor's of Business Administration, Marketing
Fidelity Investments March 2015 - Present
RedPrairie May 2012 - March 2015
Life Time Fitness May 2011 - August 2011
Life Time Fitness April 2009 - August 2010
Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Team Leadership, CRM, Customer Service
Education
Georgia Southern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
PeopleStrategy December 2013 - May 2015
Fidelity Investments October 2005 - April 2012
JC Penney 1999 - 2005
Wachovia, A Wells Fargo Company 2001 - 2004
Skills
Access, 401k, Investments, Training, Payroll, Benefits Administration, Data Analysis, Analysis, Microsoft Excel, Financial Services, Sales Operations, Public Speaking, Employee Benefits, Management, Call Centers, Lotus Notes, Process Improvement, Risk Management, Human Resources, System Administration, PeopleSoft, Business Analysis, Customer Service, Software Documentation, Personnel Management, Microsoft Office, HRIS, Team Building, Insurance
Education
Georgia State University
BBA, Human Resources
Georgia State University
BA, International Spanish
Fidelity Investments March 2015 - Present
Wells Fargo November 2013 - March 2015
Wells Fargo February 2013 - November 2013
New York Life & New York Life Securities September 2009 - March 2012
Skills
Retirement Planning, Investments, Life Insurance, Estate Planning, Long-term Care, Securities, Insurance, Wealth Management, Financial Planners, Long Term Care, Home Equity Loans, Home Equity Lines of..., Banking, Finance, Mutual Funds, Retirement, Sales, Series 7, Series 63, Strategic Financial..., Financial Services, Customer Service, Financial Analysis, Microsoft Office, Leadership, Risk Management, Credit
Education
Oglethorpe University 2015 — 2016
CERTIFIED FINANCIAL PLANNER
Georgia Southern University - College of Business Administration 2005 — 2009
Finance and Quantative Anaylsis, Finance (Emphasizing in Personal Financial Planning)
Fidelity Investments May 2015 - Present
Fidelity Investments July 2005 - Present
Fidelity Investments August 2004 - July 2005
The Home Depot May 2003 - July 2004
The Home Depot May 2001 - April 2003
Skills
Analytics, Thought Leadership, Big Data, Tableau, Infographics, 401k, ERISA, Statistics, Behavioral Economics, Sabermetrics, Retirement, Business Insights, Metrics, Finance, Public Relations, Social Media, Data Visualization, Public Policy, MySQL, Personal Finance, Relational Databases, Data Integrity, Data Science, Public Speaking, Business Analysis
Education
Georgia State University College of Law 2011 — 2015
Juris Doctor (J.D.), Law, 3.3
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, 3.7
Georgia Institute of Technology 1997 — 2001
Bachelor of Science (B.S.), Management, 3.5
Fidelity Investments October 2012 - Present
Fidelity Investments November 2010 - September 2012
Edward Jones June 2009 - November 2010
Skills
Series 7, Mutual Funds, Retirement Planning, Investments, Wealth Management, Series 63, Asset Allocation, Retirement, Equities, Securities, Strategic Financial..., Portfolio Management, Certified Financial...
Education
Georgetown University
Financial Planning
University Of Mary Washington
BS, Economics
Amazon Web Services January 2015 - Present
Boeing March 2013 - January 2015
Agilex Technologies February 2011 - March 2013
Booz Allen Hamilton July 2010 - December 2010
Booz Allen Hamilton June 2008 - July 2010
Fidelity Investments January 2007 - May 2008
PharmaNet, Inc. November 2005 - January 2007
Booz Allen Hamilton August 2003 - November 2005
Skills
Web Services, Agile Methodologies, Java Enterprise Edition, Spring, XML, Software Development, Scrum, SOAP, Java, Enterprise Architecture, Hibernate, JavaScript, JSP, JUnit, SQL, PL/SQL, Weblogic, Web Applications, Spring Framework, J2EE, Groovy, AJAX, Agile, HTML, CSS, jQuery, MySQL, Hadoop, MapReduce
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management
James Madison University 1999 — 2003
BBA, Computer Information Systems
Herlitz Inventory Management May 2015 - Present
Meridian Audio Ltd July 2014 - March 2015
NorthPoint Solutions LLC March 2014 - July 2014
Herlitz Inventory Management October 2012 - February 2014
Fidelity Investments July 2009 - August 2012
Panasonic Automotive Systems August 2006 - May 2008
Skills
C#, Java, Python, Smalltalk, Visual Basic, XAML, .NET, WPF, Silverlight, MEF, Prism, Unity, Spring, Spring MVC, Struts, NUnit, Silverlight Unit..., Visual Studio Unit..., JUnit, Visual Studio, Expression Blend, Eclipse, ClearCase, Subversion, Agile, Scrum, Agile Methodologies, Software Development, TFS, Object Oriented Design, REST, LINQ, SOAP, Design Patterns, Software Design, Test Driven Development, Web Services, SOA
Education
Georgia Institute of Technology 2004 — 2009
BS, Computer Science, 3.44
POBJFK
Fidelity Investments August 2014 - Present
Fidelity Investments July 2012 - August 2014
Charles Schwab & Co., Inc March 2009 - July 2012
Charles Schwab & Co., Inc January 1998 - March 2009
Charles Schwab & Co, Inc July 1997 - January 1998
Charles Schwab & Co., Inc December 1995 - July 1997
Personal Mutual Fund Management January 1992 - October 1995
Skills
Military Experience, Top Secret Security...
Education
Clayton College & State University 1990 — 1993
Georgia State University 1988 — 1989
Georgia State University 2009 - Present
Virginia College October 2013 - March 2014
Georgia State University August 2009 - May 2013
Atlanta Singles Inc. 2009 - 2012
Fidelity Investments 2007 - 2008
IBM 2000 - 2001
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Research, Staff Development, Public Speaking, Educational Leadership, Student Affairs, Educational Technology, Instructional Design, Classroom, University Teaching, Teacher Training, Community Outreach, Program Development, Adult Education, Grant Writing, Nonprofits, Student Development, Literature, Lesson Planning, E-Learning, Distance Learning, Program Evaluation, Instructional Technology, Admissions, Academic Advising, Career Counseling, Resume Writing
Education
Georgia State University 2009 — 2013
NC Central University 2001 — 2007
Master's degree, English Literature (British and Commonwealth)
UNC-CHAPEL HILL 1996 — 2000
Hillside High School 1995 — 1996
High School Diploma (top 10%), English Language and Literature/Letters
NC School of Science & Mathematics 1994 — 1995
High School Diploma (11th grade), Biochemistry
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Infinisource February 2013 - Present
Infinisource August 2011 - February 2013
America OnShore November 2009 - August 2011
Ultimate Software June 2009 - September 2009
Cogentes Inc February 2007 - March 2009
Fidelity Investments February 2007 - January 2009
Ceridian October 2001 - December 2006
Centrefile November 2000 - April 2001
Ceridian October 1995 - October 2000
DeKalb County School System August 1993 - August 1995
Skills
Technology Architecture, Enterprise Architecture, SaaS, IT Strategy, Enterprise Software, Process Improvement, Vendor Management, SDLC, Outsourcing, Integration, Professional Services, Solution Architecture, Cloud Computing
Education
Georgia State University 1992 — 1993
Secondary Education - Mathematics and Computer Science
United States Air Force Academy 1977 — 1981
B.S., Economics and Operations Research
Carrera Homes May 2014 - Present
The Private Club at Chops August 2010 - May 2014
Fidelity Investments January 2002 - May 2007
Williams-Sonoma, Inc. October 2004 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing, Social Media, Sales
Education
Georgia State University 2011 — 2013
Bachelor's Degree, Sociology
Georgia Southern University 2006 — 2008
General Studies
Fidelity Investments June 2008 - Present
Lehman Brothers 2000 - 2007
Skills
Series 7, Securities
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Political Science and Government
Middlesex School 1993 — 1996
Corcoran Jennison Companies February 2014 - Present
Toxikon Corporation March 2012 - March 2014
Volt Information Sciences March 2010 - February 2012
Adecco Group May 2007 - March 2010
Fidelity Investments February 2007 - April 2007
Albertsons June 1999 - July 2002
Skills
Interviews, Payroll, Employee Benefits, Human Resources, Onboarding, Recruiting, Employee Relations, Benefits Negotiation, Microsoft Excel, Microsoft Office, Talent Acquisition, Employment Law, Lotus Notes, Excel, College Recruiting, PowerPoint, Technical Recruiting, ADP Payroll, Documentation, State Compliance, Federal Employment Law, Background Checks, Employee Training, Staffing Services, Internet Recruiting, Word, Outlook, Live Meeting, SAP, Interviewing, Salary Negotiation, Payroll Processing, Invoicing, E-Verify, Supply Chain, ADP ReportSmith, Contract Recruitment, contrac, Negotiation, Project Management, Corporate Events, Conflict Resolution, Affirmative Action..., Equal Employment..., Contract Negotiation, Wellness, Team Management, EEO Reporting, Employee Handbooks, SOP Development
Education
Penn State University 2013 — 2016
Master's degree, Human Resources and Employment Relations
Georgia State University 2002 — 2006
Bachelor of Arts; Certificate, Sociology; Hospitality Administration
Wesleyan College May 2011 - Present
Western Carolina University September 2010 - May 2011
Awning & Canvas Works October 2004 - January 2011
Fidelity Investments 2011 - 2011
Georgia College & State University August 2008 - May 2010
Comfort Inn Milledgeville, GA October 2004 - August 2009
Education
Georgia College and State University 2008 — 2010
Masters, Business Administration
Georgia College and State University 2004 — 2007
Bachelors, Management Information Systems
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management May 2013 - Present
Fidelity Investments May 2012 - August 2012
Education
Georgetown University 2010 — 2014
Economics
Barrington High School 2006 — 2010
Cardinal Solutions Group November 2014 - Present
Blue Cross Blue Shield of North Carolina June 2014 - October 2014
GSK February 2014 - June 2014
Quintiles December 2013 - June 2014
Cardinal Solutions October 2011 - June 2014
GSK August 2013 - September 2013
Hanesbrands Inc. June 2013 - August 2013
Fidelity Investments December 2011 - March 2013
CARFAX, Inc. June 2007 - October 2011
CARFAX, Inc. April 2006 - June 2007
Skills
Business Analysis, Requirements Gathering, Project Management, Cross-functional Team..., SQL, Oracle, Access, Software Development..., Workshop Facilitation, Research, SPSS, Critical Thinking, Analytics, Management Consulting, Analysis, Business Process, Strategy, Data Analysis, CRM, Leadership, Scrum, Product Management, Management, Cloud Computing, Project Planning, Business Intelligence, SDLC, Business Process..., Requirements Analysis, Software Project..., PMP, Agile Project Management, Business Requirements, Program Management, Project Portfolio..., Integration, Agile Methodologies, Consulting, Enterprise Software, Process Improvement
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Global Business
Youngstown State University 1993 — 1998
BSBA, Finance
Fidelity Investments January 2014 - January 2015
Georgia Army National Guard September 2010 - November 2014
PHH Mortgage January 2013 - January 2014
PHH Mortgage January 2013 - January 2014
Skills
Loans, Mortgage Lending, Leadership, Security Clearance, Microsoft Office, Outstanding time..., Series 7, Series 63
Education
University of North Florida 2010 — 2012
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Georgia Military College-Milledgeville Campus 2008 — 2010
Associate's degree, General Studies
Gilded Rogue Enterprises March 2014 - Present
Auctus Marketing January 2013 - March 2014
American Express January 2010 - December 2012
American Express July 2007 - January 2010
American Express February 2006 - July 2007
Fidelity Investments June 2002 - August 2003
Fidelity Investments June 2000 - June 2002
IAB June 1999 - June 2000
Fidelity Investments June 1998 - June 1999
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Financial Services, Analytics, Business Strategy, Strategy, Segmentation, Investments, Marketing Strategy, Capital Markets, CRM, Mergers & Acquisitions, Digital Marketing
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Marketing and Strategy
Trinity College-Hartford 1994 — 1998
BA, Spanish, Philosophy
Belmont Hill
Fidelity Investments June 2012 - Present
Honorary Consulate of the Republic of Latvia in Massachusetts May 2011 - March 2015
Nixon Peabody LLP September 2008 - May 2012
Milbank, Tweed, Hadley & McCloy LLP September 2002 - August 2008
Education
Georgetown University Law Center
JD
Georgetown University, School of Foreign Service
BSFS
London School of Economics and Political Science
Fidelity Investments May 2012 - Present
Fidelity Investments April 2012 - May 2012
Fidelity Investments June 2007 - March 2012
Medfusion, Inc January 2000 - June 2007
Skills
SQL, Agile Methodologies, Java Enterprise Edition, Java, XML
Education
Georgia Southwestern State University 1998 — 1999
M.S., Computer Science
Madurai Kamaraj University
Bachelor of Engineering (B.E.), Computer Science
MSCI Inc January 2009 - Present
Fidelity Investments 2007 - 2008
Ropes & Gray LLP 2000 - 2006
ComFed Savings Bank 1986 - 1991
Skills
Corporate Governance, Contract Management, International Business..., Securities, Legal Research, Corporate Law, Intellectual Property, Due Diligence, Mergers, Securities Regulation, Research, Legal Writing, Investments, Policy Analysis, Litigation, Risk Management, Westlaw, Capital Markets, Asset Managment, Hedge Funds
Education
Georgetown University Law Center 1998 — 1999
LL.M., International and Comparative Legal Studies
Quinnipiac University School of Law 1994 — 1997
JD
Annette Fischer, CPA February 2015 - Present
Blue Cross Blue Shield of North Carolina June 2012 - February 2015
USAA February 2011 - September 2011
Robert Half Management Resources February 2010 - January 2011
Fidelity Investments 2007 - 2009
SunTrust Bank 2005 - December 2006
SunTrust Bank 2004 - 2005
SunTrust Bank 2002 - 2004
Annette Fischer, CPA January 2001 - September 2002
PolyOne 1998 - 2000
Skills
Enterprise Risk..., Operational Risk..., Risk Management, Internal Controls, Finance, Auditing, Business Analysis, Financial Analysis, Sarbanes-Oxley, Financial Services, Internal Audit, Project Management, Business Process..., IT Audit, Governance, Sarbanes-Oxley Act, Insurance, Fraud, Strategic Financial..., Banking, CPA, Corporate Governance, Enterprise Software, COBIT, Financial Planning, Health Insurance, Risk Assessment, COSO, Financial Modeling, GRC, Innovation Consulting, Business Process Mapping, Due Diligence, Program Development, Risk Management and Own..., Model Audit Rule, Information Systems..., Access Database, Visio, Six Sigma, Wealth Management, Investment Advisory, IRAs, Basel II, Business Requirements, system requirements, SAP Implementation, Manufacturing, Pharmaceutical..., Qualified Retirement...
Education
North Carolina State University
Certificate, Certified Financial Planning Program
Georgia State University
Accounting, 3.75
University of Kansas
B.S., Business Adminstration
Fidelity Investments April 2012 - Present
JPMorgan July 1997 - April 2012
Skills
Emerging Markets, Fixed Income, Investment Strategies, LBO, Financial Structuring, Structured Products, Asset Allocation, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Credit Risk, Financial Modeling, Investments, Capital Markets, Investment Banking, Valuation
Education
Georgetown University 1993 — 1997
BSFS, Development economics
Maine Coast Semester
Shady Side Academy
Fidelity Investments 2014 - Present
Capital One December 2010 - 2014
Manhattan Associates July 2007 - December 2010
USA Leadership Corps April 2009 - July 2009
Air2web 2006 - 2006
Skills
Analytics, Credit Risk Management, Valuation, Statistical Modeling, Predictive Analytics, Business Strategy, Business Analysis, Financial Modeling, Data Analysis, Project Management, Strategy, Financial Analysis, Management, Management Consulting
Education
Georgia Institute of Technology 2005 — 2007
Master of Science (MS), Engineering
Indian Institute of Technology, Kanpur 2000 — 2004
B. Tech, Electrical Engineering
GMSSS Sector 35-D
GMSSS Sector 35-D
Fidelity Investments Research AssociateSanford C. BernsteinNovember 2002 - May 2006
Education
Georgetown University 1997 — 2001
Cor Jesu Academy
Fidelity Investments September 2012 - Present
CareerBuilder.com February 2011 - October 2012
CNN April 2008 - February 2011
Georgia Tech College of Computing August 2001 - April 2008
IBM Research 2004 - 2004
Motorola 2000 - 2000
NewsEdge Corporation July 1998 - July 1999
OpenGroup 1997 - 1997
Skills
User Experience, Usability Testing, User-centered Design, User Research, Information Architecture, Web Analytics, Interaction Design, Heuristic Evaluation, Wireframes, Contextual Inquiry, User Interface Design, Human Computer..., OpinionLab, Site Maps, A/B testing
Education
Georgia Institute of Technology 1999 — 2001
MS, HCI
Tufts University 1994 — 1998
Bachelor of Science (BS), Computer Science
TIAA-CREF April 2010 - Present
TIAA-CREF November 2007 - April 2010
Fidelity Investments March 2005 - November 2007
Fidelity Investments May 2001 - February 2005
Skills
Wealth Management, Financial Planning, Retirement, Retirement Planning, Estate Planning, Investments, Series 7, Series 63, Series 66, Series 24, Insurance, Investment Advisory, Annuities, Portfolio Management, Mutual Funds, Fixed Income, Asset Management, Strategic Financial..., Financial Advisory, 401k
Education
Georgetown University 2006 — 2006
Financial Planning
University of Arkansas at Fayetteville 1995 — 1999
BSBA
Oracle May 2011 - Present
Georgia Institute of Technology August 2009 - May 2011
Company.com May 2010 - August 2010
IBM March 2008 - August 2009
Fidelity Investments June 2007 - February 2008
Harland Clarke January 2006 - June 2007
Georgia-Pacific LLC August 2005 - January 2006
Indidge Systems May 2005 - August 2005
Skills
Business Analysis, Data Analysis, Process Improvement, Six Sigma, Product Management, SQL, Product Development, Project Management, Business Strategy, Competitive Analysis, Java, Management Consulting, Software Development, Testing, Cross-functional Team..., Salesforce.com, Strategy, CRM, Entrepreneurship
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2011
MBA, Finance and Entrepreneurship
Georgia Institute of Technology 2001 — 2005
Bachelor of Engineering (BEng), Computer Engineering
Oracle Training
Geminitax January 2013 - August 2013
Fidelity Investments January 1999 - December 2012
Skills
Agile Methodologies, ASP.NET, C#, MySQL, jQuery, JavaScript, XML, XSL, XSLT, HTML5, CSS3, LINQ, MVC, WCF, WPF, Objective-C, Flex, Microsoft SQL Server, Oracle
Education
Georgia Institute of Technology 1981 — 1982
Master of Science in Electrical Engineering, Engineering
University of Dayton Ohio 1978 — 1981
Bachelor of Science in Electrical Engineering, Engineering
Fidelity Investments February 2014 - Present
Fidelity Investments January 2011 - February 2014
TD Wealth Management Services Inc. May 2008 - November 2010
Ameriprise Financial March 2002 - February 2008
iGeneration, Inc. January 2001 - December 2001
Oracle Corporation January 1999 - December 2000
Ziff Davis Media September 1997 - January 1999
Ziff Davis Media August 1995 - September 1997
International Data Group January 1992 - July 1995
Laurel Development Co., Ltd. April 1989 - August 1991
Skills
Consultative Sales, Strategic Partnerships, Financial Planning &..., CRPC, Investments, Hold Series 7, Hold Series 66, Asset Allocation, Trading Strategies, Global Business..., Global Management
Education
Georgetown University - The McDonough School of Business
MBA, Finance & Marketing
University of Iowa
B.B.A., Business, Management Information Systems
University of Maryland International Business Management Institute
Certificate in International Management, International Business Management
GE September 2015 - Present
Fidelity Investments August 2013 - June 2015
Department of Treasury February 2011 - July 2013
Skadden, Arps, Slate, Meagher & Flom LLP November 2007 - February 2011
U.S. Court of Appeals for the Federal Circuit September 2006 - September 2007
U.S. District Court September 2005 - September 2006
Shearman & Sterling LLP September 2004 - September 2005
Education
Georgetown University Law Center 2001 — 2004
JD
Swarthmore College 1996 — 2000
BA, Political Science and Public Policy
Waynflete School 1990 — 1996
Fidelity Investments April 2012 - Present
Clark Consulting August 2004 - March 2012
Education
Georgetown University Law Center 1992 — 1995
J.D., law
Fidelity Investments December 2010 - Present
Wintrust Capital Management May 2008 - December 2010
Magnetar Capital March 2006 - December 2007
Fidelity Investments November 2004 - February 2006
Fidelity Investments 1996 - 2004
Skills
Hedge Funds, Equities, Equity Research, Investments, Portfolio Management, Valuation, Mutual Funds, Finance, Asset Managment, Financial Modeling, Financial Analysis, Asset Management, Analysis, Investment Management
Education
Georgetown University 1992 — 1996
BSBA, Finance
Georgetown University - The McDonough School of Business 1992 — 1996
BS, Finance
Davenport Assumption 1988 — 1992
Fidelity Investments October 2006 - Present
Buck Consultants June 1999 - October 2006
Education
Georgia State University 1997 — 1998
Master, Actuarial Science
Georgia State University 1994 — 1997
Master, Business Economics
National Taiwan University 1985 — 1990
Bachelor, Business Administration
Putnam Investments June 2014 - Present
Putnam Investments 1997 - June 2014
Putnam Investments January 1997 - January 2002
Fidelity Investments January 1996 - January 1997
Morningstar, Inc January 1994 - January 1996
Northwestern University January 1992 - January 1994
Skills
Marketing Communications, Editing, Investments, Blogging, Finance, Asset Allocation, Web Content, Content Management, Capital Markets, White Papers, Thought Leadership, Web Editing, Series 6, Information Graphics, Creative Direction, Creative Writing, Content Strategy, Content Writing, Content Development, Team Management, Portfolio Performance..., Economic History, Business History, Copy Editing, Web Video, Mutual Funds, Financial Services, Equities, Writing
Education
Northwestern University 1988 — 1995
M.A., Ph. D.
Georgetown University 1983 — 1987
BS
LogicBlox, Inc February 2013 - Present
LogicBlox, Inc July 2009 - June 2013
Georgia Institute of Technology August 2003 - August 2009
University of Oregon September 2007 - August 2008
IBM June 2007 - August 2007
Sandia National Laboratories June 2004 - August 2004
Fidelity Investments May 2001 - May 2003
ArsDigita July 2000 - April 2001
Skills
Programming Languages, Databases, Java, Linux, Compiler Construction, Computer Science, Algorithms, Software Engineering, Programming, Distributed Systems, C++, LaTeX, Eclipse, Artificial Intelligence, Software Design, Agile Methodologies, Software Development
Education
Georgia Institute of Technology 2003 — 2009
Ph.D., Computer Science
Massachusetts Institute of Technology 1996 — 2000
B.S., Electrical Engineering and Computer Science
AIG June 2014 - Present
Union Bank July 2012 - June 2014
Union Bank October 2011 - July 2012
RBS Citizens Financial Group March 2011 - July 2011
State Street September 2006 - February 2009
Brown Brothers Harriman & Co. 1998 - 2006
Fidelity Investments 1996 - 1997
Scudder Investments 1988 - 1996
Skills
Management, Business Analysis, Financial Services, Vendor Management, Project Management, Business Requirements, Business Process
Education
Georgetown University 1982 — 1986
Bob Sessions, Inc. January 2011 - Present
Coastal Capital Group, LLC 2008 - 2013
Fidelity Investments 1995 - 2007
Hill, Holliday, Connors, Cosmopulos Advertising 1990 - 1995
John Hancock Financial Services 1985 - 1990
Skills
Integrated Marketing, Marketing Communications, Direct Marketing, Copywriting, Direct Mail, Email Marketing, Advertising, Content Strategy, Interactive Marketing
Education
Georgia State University
BA, Journalism
GlobalNet Direct April 2014 - Present
TEK Systems April 2013 - December 2013
TEKsystems April 2013 - December 2013
IBM September 2008 - March 2013
Fidelity Investments July 2008 - July 2009
Tiverity November 2001 - January 2007
Delta Air Lines January 1986 - November 2001
Skills
Software Development, Solution Architecture, Integration, Telecommunications, Enterprise Architecture, Cloud Computing, SIP, VoIP, Business Analysis, Benefit Cost Analysis, Procurement, Call Centers, IVR, Disaster Recovery, Networking, Routing, Avaya, ACD, Cisco Technologies, Enterprise Software, Project Management, Contact Centers, Pre-sales, Telephony, Unified Communications, Vendor Management
Education
Georgia State University 1986 — 1991
Bachelor's degree, Economics
Ramsey Hill Group June 2015 - Present
SSG, Ltd. November 2012 - May 2015
Razor Consulting August 2011 - November 2012
Concord February 2009 - August 2011
VIP Consulting March 2008 - February 2009
Assurant 2006 - 2008
Fidelity Investments 2001 - 2006
Logan Britton 2000 - 2001
ISC 1998 - 2000
Skills
ETL, Informatica, Datastage, Data Warehousing, Data Warehouse..., SQL, Oracle, Sybase, Teradata, SQL Server, PL/SQL, Business Objects, Business Intelligence, Strategic Consulting, Management Consulting, Information Architecture, DB2, Technical Project..., Requirements Gathering, Unix Shell Scripting, Visio, Enterprise Architecture, Data Modeling, Master Data Management, Data Integration, Microsoft SQL Server, DataStage, Shell Scripting
Education
Harvard University 2002 — 2003
Georgetown University 1997 — 1998
Fidelity Investments January 2010 - Present
Russell Investments May 2007 - April 2008
MFS Investment Management September 2004 - December 2006
Trusco Capital Management June 2000 - September 2004
Skills
Investments, Series 7, Institutional, Client Service, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Chemical Engineering
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
The Greater Boston Food Bank 2012 - Present
Excel Academy Charter Schools 2014 - Present
Fidelity Investments 1999 - 2013
Skills
Leadership, Globalization, Executive Management, Global Leadership, Team-oriented, Executive Performance, Private Equity, Investments, Corporate Headquarters, M&A experience, Mergers, Securities Regulation, Securities, Retirement Planning, Mergers & Acquisitions, Financial Services, Corporate Law, Corporate Governance, Cross-functional Team..., Venture Capital, Start-ups, Strategy, Due Diligence, Portfolio Management, Strategic Planning
Education
UC Berkeley, Georgetown University JD
Fidelity Investments July 2013 - Present
Fidelity Investments July 2011 - July 2013
Mobiletag January 2011 - June 2011
Contract Callers, Inc. May 2009 - August 2009
Savannah River National Laboratory May 2007 - August 2008
Skills
CSS, Agile Methodologies, Java, Adobe Creative Suite, HTML 5, Mobile Devices, HTML, PHP, SQL, XML, Human Computer..., User Interface Design, MySQL, OOP, People Skills
Education
Georgia Institute of Technology 2006 — 2010
BS, Computational Media
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - July 2015
OpenSpan January 2010 - August 2011
Georgia Institute of Technology August 2009 - December 2009
Skills
JavaScript, Java, MySQL, Matlab, C, HTML, Python, C#, Splunk, Wily Introscope, Agile Methodologies, Microsoft Excel, Microsoft Office, SQL, Visual Studio
Education
Georgia Institute of Technology 2007 — 2012
BS, Computer Science, Honors
Eminact March 2015 - Present
Deloitte August 2014 - March 2015
Deloitte August 2012 - August 2014
Tyco January 2012 - May 2012
Ernst & Young June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Skills
Business Case..., Data Visualization, Financial Modeling, Storyboarding, Stakeholder Workshops, Social Impact, Emerging Markets, Data Analysis, Strategic Sourcing, Process Improvement, Market Intelligence, Competitive Analysis, Customer Experience, Supply Chain..., Statistical Data..., Mergers & Acquisitions, Sales Operations, Tableau, Access, Microsoft Excel, VBA, SQL, Analytics, Economics, Training
Education
Georgia Institute of Technology 2008 — 2012
Bachelor; Certificate, Science; Industrial & Systems Engineering (Economics & Financial Systems Track); Finance
Dhirubhai Ambani International School 2006 — 2008
International Baccalaureate
Fidelity Investments November 2012 - Present
Fidelity Investments January 2006 - Present
Mercer Human Resource Consulting August 2002 - March 2006
NEW YORK LIFE BENEFITS SERVICES January 1998 - January 2002
CONTINENTAL BENEFIT ADMINISTRATORS January 1995 - January 1998
Skills
Defined Benefit, 401k, Retirement Plan..., Profit Sharing, Plan Design, ASPPA Qualified Pension..., Pensions
Education
Georgia Institute of Technology
Bachelor of Science Degree, Management
Fidelity Investments September 1995 - Present
Skills
Series 7, Strategic Communications, Marketing, Financial Services, Marketing Communications, Corporate Communications, Relationship Management, Series 63, Retirement, Business Analysis, New Business Development, Customer Service, Sales, Project Management
Education
Georgia Institute of Technology 1983 — 1987
Industrial Management
Fidelity Investments September 2015 - Present
Scottrade July 2014 - October 2014
Etrade Financial August 2013 - May 2014
E*TRADE Financial Corporation July 2008 - August 2013
E*TRADE Financial Corporation June 2006 - August 2008
Skills
Customer Service, Credit, Finance, Budgets, Analysis, Accounting, Financial Reporting, Account Management, Business Strategy, Team Building, Negotiation, Forecasting, Insurance, Investments, Equities, Financial Services
Education
Georgia Southern University 2000 — 2003
Bachelor of Business Administration (BBA), Finance
D.M. Therrell High School 1995 — 1999
The Jewish Theological Seminary (JTS) June 2012 - Present
Fidelity Investments June 2007 - May 2012
BellSouth Corporation 2000 - 2007
Mayer Brown August 1981 - May 2000
Office of the Independent Counsel December 1990 - January 1993
Skills
Non-profits, Corporate Law, Litigation, Securities Regulation, Privacy Law, Nonprofits, Mediation, Licensing, Mergers & Acquisitions, Commercial Litigation, Corporate Governance, Joint Ventures, Arbitration, Intellectual Property, Public Policy, Policy, Litigation Management, Civil Litigation, Employment Law, Legal Writing, Due Diligence
Education
Georgetown University Law Center 1974 — 1977
JD, Law
Northwestern University 1970 — 1974
BA, Slavic Languages and Literature
Fidelity Investments June 2011 - August 2011
Armed Forces Institute of Pathology 2009 - 2010
Skills
Microsoft Office, Data Analysis, Java, Public Speaking, Microsoft Excel, C, C++, PowerPoint, Python
Education
Georgetown University 2014 — 2015
Master of Science (M.S.), Physiology, General
The Johns Hopkins University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Fidelity Investments January 2015 - Present
Fidelity Investments August 2011 - Present
Fidelity Investments June 2010 - August 2011
Fidelity Investments July 2007 - June 2010
Education
Georgetown University
Financial Planning Certificate Program
North Carolina State University
BA
Fidelity Investments June 2015 - August 2015
Fidelity Investments July 2013 - June 2015
COLLEGE OF COMPUTING – ATLANTA March 2012 - May 2013
COLLEGE OF COMPUTING – ATLANTA January 2012 - May 2013
Georgia Institute of Technology January 2011 - May 2013
GEORGIA INSTITUTE OF TECHNOLOGY HOUSING – ATLANTA January 2011 - May 2013
ONTOGOLF – ATLANTA May 2012 - July 2012
GEORGIA INSTITUTE OF TECHNOLOGY – ATLANTA September 2010 - December 2010
CINECITA PVT. LTD June 2010 - August 2010
Skills
Java, MySQL, Leadership, Algorithms, Matlab, Research, Public Speaking, Python, XML, C#, SQL, Github, C++, Eclipse, HTML, Linux, C, JavaScript, Project Planning, Project Management, Microsoft Office, Microsoft Excel, Informatica, Control M
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Computer Science; Modeling and Simulation and Information Networking
Georgia Institute of Technology 2009 — 2013
Bachelor of Science (BS), Computer Science
Georgia Tech 2009 — 2013
Bachelor of Science (BS), Computer Science
Morrison & Foerster LLP July 2015 - Present
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP May 2015 - June 2015
Morrison & Foerster LLP August 2014 - May 2015
Morrison & Foerster LLP May 2014 - August 2014
Morrison & Foerster LLP June 2013 - August 2013
Fidelity Investments July 2010 - May 2013
Boys and Girls Club of Metro Atlanta May 2009 - August 2009
Skills
Agile Methodologies, Testing, Java, Software Development, SQL, XML, Web Services, Spring, Eclipse, Communication, Unix, JavaScript, Requirements Analysis, Visio, SDLC, Databases, Microsoft Office, Public Speaking, Patents
Education
University of California, Berkeley - School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Computer Engineering
Fidelity Investments April 2003 - Present
Hewitt Associates 1989 - 2003
Skills
Defined Benefit, Employee Benefits, 401k, ERISA, Retirement, Executive Pay, Pensions, Benefits Administration, Health Insurance, Vendor Management, Deferred Compensation, Mergers
Education
Georgetown University 1983 — 1986
BSBA, Marketing
Rapid7 September 2014 - Present
Rapid7 April 2013 - September 2014
Fidelity Investments June 2012 - April 2013
Fidelity Investments June 2011 - June 2012
Fidelity Investments July 2010 - June 2011
GE May 2009 - August 2009
Roper Industries January 2008 - May 2008
Skills
Ruby, TCP/IP, Cisco Technologies, Integration, Firewalls, Unix, Troubleshooting, Security, Network Security, Matlab, Six Sigma, SQL, Visio, Perl, Cloud Computing, Automation, Programming, VPN, Professional Services, Network Administration, Project Management, Process Improvement, C, Python, Data Analysis, Requirements Analysis, HTML5, HTML, CSS, F5 BigIP, Checkpoint Security, iReport, JavaScript, Networking, Information Security
Education
Georgia Tech 2006 — 2010
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering, 3.5 out of 4.0 (High Honor)
Cambridge International School ,Dubai, U.A.E. 1993 — 2006
Bachelor of Science (BS)
Fidelity Investments June 2015 - August 2015
Bloomberg LP October 2013 - July 2014
Bloomberg March 2011 - October 2013
Clinton Foundation June 2009 - August 2009
Skills
Public Speaking, Analysis, Bloomberg, Management, Financial Modeling, Data Analysis, Equities, Sales, Financial Analysis, Analytics, Portfolio Management, Hedge Funds, Investment Banking, Microsoft Excel, Financial Services, Training
Education
Georgetown University - The McDonough School of Business 2014 — 2016
University of Virginia 2006 — 2010
Bachelor of Arts (B.A.), English, French
Hudson Real Estate November 2013 - Present
Fidelity Investments January 2011 - September 2013
Skills
Real Estate, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Allocation, Wealth Management, Series 7, Asset Management, Equities, Retirement Planning, Financial Analysis, Financial Modeling, Bloomberg, Series 63, Securities, Retirement, Fixed Income, Investment Advisory, Valuation, Investment Strategies, Alternative Investments, Trading, Financial Services, Financial Planning
Education
Georgetown University 2015 — 2017
Master’s Degree, Real Estate
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance, Supply Chain Management
Fidelity Investments July 2012 - Present
Fidelity Investments 2008 - July 2012
Wachovia Securities 2004 - 2008
Banc of America Securities 2001 - 2004
First Union Securities June 1998 - March 2001
Skills
CFA, Painting, Yoga, Investment Banking, Chartered Financial..., Banking, Capital Markets, Bonds, Equities, Asset Management, ABS, Bloomberg, Financial Institutions, Investments, Portfolio Management, Finance, Fixed Income, Valuation, Financial Modeling
Education
Georgetown University 1994 — 1998
B.S., Finance and International Business
Biogen Idec 2013 - Present
McKinsey & Company 2013 - 2013
McKinsey & Company 2009 - 2013
Fidelity Investments 2004 - 2007
Skills
Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Mergers
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance