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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Le'Chester Williams, MBA Le'Chester Williams, MBA's Fidelity Investments Experience January 2012 - November 2013
Job Brand Marketer/Writer
Industry Marketing and Advertising
Experience
chesterwilliams.net December 2013 - Present
National Black MBA Association/Dallas-Ft. Worth Chapter January 2013 - Present
Fidelity Investments January 2012 - November 2013
Sethi Financial Group 2011 - 2011
Six Flags 2009 - 2010
Jackson Parish Hospital 2008 - 2009
Walgreens 2007 - 2007
Skills
Customer Service, Strategy, Investments, Risk Management, Financial Analysis, Strategic Planning, Teamwork, Analysis, Conflict Resolution, Series 7, Sales, Securities, Finance, Management, Series 63, series 66, Experiential Events, Promotions, Public Speaking, Nonprofits, Leadership
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MBA, International Business
Grambling State University 2004 — 2008
Bachelors of Science, Management, Economics (minor)
chesterwilliams.net December 2013 - Present
National Black MBA Association/Dallas-Ft. Worth Chapter January 2013 - Present
Fidelity Investments January 2012 - November 2013
Sethi Financial Group 2011 - 2011
Six Flags 2009 - 2010
Jackson Parish Hospital 2008 - 2009
Walgreens 2007 - 2007
Skills
Customer Service, Strategy, Investments, Risk Management, Financial Analysis, Strategic Planning, Teamwork, Analysis, Conflict Resolution, Series 7, Sales, Securities, Finance, Management, Series 63, series 66, Experiential Events, Promotions, Public Speaking, Nonprofits, Leadership
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MBA, International Business
Grambling State University 2004 — 2008
Bachelors of Science, Management, Economics (minor)
Ryan Shuman Ryan Shuman's Fidelity Investments Experience August 2014 - Present
Job Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Huron River Ventures January 2014 - August 2014
Wolverine Venture Fund October 2012 - May 2014
Fidelity Investments June 2013 - August 2013
MAXIMUS April 2011 - August 2012
Beacon Analytics December 2008 - April 2011
R. Henry October 2007 - November 2008
MAXIMUS July 2002 - September 2007
Skills
Government, Program Management, Healthcare, Strategic Planning, Business Analysis, Business Process..., Project Management, Change Management, Requirements Analysis, Policy, Public Policy, Process Improvement, Medicaid, Profit Maximization, Product Management, Management, Cross-functional Team..., Strategy, Start-ups, Proposal Writing, Business Development, Business Strategy, Management Consulting, Data Analysis, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Gettysburg College 1998 — 2002
B.A, Economics/Computer Science
Fidelity Investments August 2014 - Present
Huron River Ventures January 2014 - August 2014
Wolverine Venture Fund October 2012 - May 2014
Fidelity Investments June 2013 - August 2013
MAXIMUS April 2011 - August 2012
Beacon Analytics December 2008 - April 2011
R. Henry October 2007 - November 2008
MAXIMUS July 2002 - September 2007
Skills
Government, Program Management, Healthcare, Strategic Planning, Business Analysis, Business Process..., Project Management, Change Management, Requirements Analysis, Policy, Public Policy, Process Improvement, Medicaid, Profit Maximization, Product Management, Management, Cross-functional Team..., Strategy, Start-ups, Proposal Writing, Business Development, Business Strategy, Management Consulting, Data Analysis, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Gettysburg College 1998 — 2002
B.A, Economics/Computer Science
Thomas W. Ray, CPP Thomas W. Ray, CPP's Fidelity Investments Experience November 1995 - September 1998
Job Security Manager at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual September 1998 - Present
Fidelity Investments November 1995 - September 1998
First Security Services Corporation March 1989 - November 1995
Skills
Security Operations, Executive Protection, Security, Private Investigations, Emergency Management, Security Management, Access Control, Physical Security, Investigation, Internal Investigations, Corporate Security, Risk Assessment, Protection, Security Audits, Workplace Violence, Security Clearance, Asset Protection, Business Continuity, Surveillance, Vulnerability Assessment, Crisis Management, Security Awareness, Homeland Security, Risk Management, Disaster Response, Vendor Management, Security Training, Criminal Justice, Loss Prevention, Risk Analysis, Investigations, Information Security..., Vulnerability Management, Incident Management, Security Policy
Education
University of Massachusetts at Lowell 1990 — 1994
Master’s Degree, Criminal Justice, 3.75/4.0 GPA
Gordon College 1981 — 1985
Bachelor’s Degree, Economics and Business Administration
Burlington High School 1977 — 1981
Liberty Mutual September 1998 - Present
Fidelity Investments November 1995 - September 1998
First Security Services Corporation March 1989 - November 1995
Skills
Security Operations, Executive Protection, Security, Private Investigations, Emergency Management, Security Management, Access Control, Physical Security, Investigation, Internal Investigations, Corporate Security, Risk Assessment, Protection, Security Audits, Workplace Violence, Security Clearance, Asset Protection, Business Continuity, Surveillance, Vulnerability Assessment, Crisis Management, Security Awareness, Homeland Security, Risk Management, Disaster Response, Vendor Management, Security Training, Criminal Justice, Loss Prevention, Risk Analysis, Investigations, Information Security..., Vulnerability Management, Incident Management, Security Policy
Education
University of Massachusetts at Lowell 1990 — 1994
Master’s Degree, Criminal Justice, 3.75/4.0 GPA
Gordon College 1981 — 1985
Bachelor’s Degree, Economics and Business Administration
Burlington High School 1977 — 1981
Benjamin Thomason, JD Benjamin Thomason, JD's Fidelity Investments Experience September 2005 - July 2010
Job Regional Sales Vice President at Securian Financial Group
Industry Banking
Experience
Securian Retirement Distributors August 2014 - Present
JP Morgan July 2010 - August 2014
Fidelity Investments September 2005 - July 2010
Fidelity Investments September 2000 - September 2005
Skills
Investments, 401k, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Defined Contribution, Retirement Plan..., Alternative Investments, Series 65
Education
Gonzaga University School of Law 1994 — 1997
Juris Doctorate
James Madison University 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Securian Retirement Distributors August 2014 - Present
JP Morgan July 2010 - August 2014
Fidelity Investments September 2005 - July 2010
Fidelity Investments September 2000 - September 2005
Skills
Investments, 401k, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Defined Contribution, Retirement Plan..., Alternative Investments, Series 65
Education
Gonzaga University School of Law 1994 — 1997
Juris Doctorate
James Madison University 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Shubha Moses Shubha Moses's Fidelity Investments Experience November 2005 - October 2008
Job Project Manager / Digital Producer
Industry Information Technology and Services
Experience
AbelsonTaylor February 2015 - Present
Solid Interactive June 2012 - January 2015
NutritionDiscounters February 2011 - June 2011
Home Office April 2010 - March 2011
United Way of Metropolitan Chicago September 2009 - February 2010
Fidelity Investments November 2005 - October 2008
HEWLETT PACKARD November 2003 - October 2005
CYBER MAGICIANS January 2002 - August 2003
National Institute of Oceanography June 1998 - November 2000
Skills
SDLC, MS Project, HTML, Linux, Program Management, Vendor Management, Business Analysis, SQL, IT Strategy, Release Management, C#, Project Management, Management, Software Project..., Web Development, Software Development, Databases, Requirements Analysis, Integration, Agile Methodologies, Leadership, Cross-functional Team...
Education
Goa University 1996 — 1998
MS, Science
Goa University 1993 — 1996
BS, Science
AbelsonTaylor February 2015 - Present
Solid Interactive June 2012 - January 2015
NutritionDiscounters February 2011 - June 2011
Home Office April 2010 - March 2011
United Way of Metropolitan Chicago September 2009 - February 2010
Fidelity Investments November 2005 - October 2008
HEWLETT PACKARD November 2003 - October 2005
CYBER MAGICIANS January 2002 - August 2003
National Institute of Oceanography June 1998 - November 2000
Skills
SDLC, MS Project, HTML, Linux, Program Management, Vendor Management, Business Analysis, SQL, IT Strategy, Release Management, C#, Project Management, Management, Software Project..., Web Development, Software Development, Databases, Requirements Analysis, Integration, Agile Methodologies, Leadership, Cross-functional Team...
Education
Goa University 1996 — 1998
MS, Science
Goa University 1993 — 1996
BS, Science
Mark Van Ostenbridge Mark Van Ostenbridge's Fidelity Investments Experience February 2015 - Present
Job VP Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Greg McVie Greg McVie's Fidelity Investments Experience November 2014 - Present
Job Financial representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
CoreFirst Bank & Trust October 2012 - November 2014
Northwestern Mutual May 2012 - September 2012
Gonzaga Outdoors February 2011 - May 2012
Cheley Colorado Camps June 2011 - August 2011
Cheley Colorado Camps June 2010 - August 2010
St. Mary's Academy May 2009 - August 2009
Skills
PowerPoint, Critical Thinking, Customer Service, Public Speaking, Event Planning, Research, Community Outreach, Data Analysis, Organization, Banking, First Time Home Buyers, Residential Mortgages, Mortgage Banking
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Gonzaga University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Regis Jesuit
Fidelity Investments November 2014 - Present
CoreFirst Bank & Trust October 2012 - November 2014
Northwestern Mutual May 2012 - September 2012
Gonzaga Outdoors February 2011 - May 2012
Cheley Colorado Camps June 2011 - August 2011
Cheley Colorado Camps June 2010 - August 2010
St. Mary's Academy May 2009 - August 2009
Skills
PowerPoint, Critical Thinking, Customer Service, Public Speaking, Event Planning, Research, Community Outreach, Data Analysis, Organization, Banking, First Time Home Buyers, Residential Mortgages, Mortgage Banking
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Gonzaga University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Regis Jesuit
Scott Horton, CFP®'s Fidelity Investments Experience July 1996 - April 2008
Job Principal at J.P. King Advisors, Inc.
Industry Investment Management
Experience
J.P. King Advisors, Inc. April 2008 - Present
Fidelity Investments July 1996 - April 2008
Morgan Stanley August 1995 - July 1996
Skills
Risk Management, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Financial Planners, Financial Advisory, Finance, Investment Advisory, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Series 7
Education
Golden Gate University 1998 — 2000
MS, Finance
University of California, Davis 1993 — 1995
BS, Economics
J.P. King Advisors, Inc. April 2008 - Present
Fidelity Investments July 1996 - April 2008
Morgan Stanley August 1995 - July 1996
Skills
Risk Management, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Financial Planners, Financial Advisory, Finance, Investment Advisory, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Series 7
Education
Golden Gate University 1998 — 2000
MS, Finance
University of California, Davis 1993 — 1995
BS, Economics
Valerie Lee, M.S. Valerie Lee, M.S.'s Fidelity Investments Experience January 2014 - November 2014
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Christopher Stuck Christopher Stuck's Fidelity Investments Experience January 2015 - Present
Job Manager, Regional Investment Consulting at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - December 2014
Fidelity Investments July 2012 - March 2013
American Century Investments December 2010 - June 2012
American Century Investments October 2007 - November 2010
YBM Sisa ECC English Academy November 2004 - August 2007
Skills
Series 7, Series 24, Series 6, Series 63
Education
Graceland University 1998 — 2003
Bachelor of Arts (B.A.), Religion/Religious Studies
Truman High School 1994 — 1998
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - December 2014
Fidelity Investments July 2012 - March 2013
American Century Investments December 2010 - June 2012
American Century Investments October 2007 - November 2010
YBM Sisa ECC English Academy November 2004 - August 2007
Skills
Series 7, Series 24, Series 6, Series 63
Education
Graceland University 1998 — 2003
Bachelor of Arts (B.A.), Religion/Religious Studies
Truman High School 1994 — 1998
Evan Clark Evan Clark's Fidelity Investments Experience June 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments August 2012 - July 2014
Education
Gonzaga University 2008 — 2012
Finance and International Business, Senior
Fidelity Investments June 2014 - Present
Fidelity Investments August 2012 - July 2014
Education
Gonzaga University 2008 — 2012
Finance and International Business, Senior
Ben Armellini's Fidelity Investments Experience December 2012 - December 2012
Job Research Analyst at Main Street Research
Industry Investment Management
Experience
Main Street Research July 2015 - Present
Main Street Research June 2014 - August 2014
NorthCoast Asset Management May 2013 - July 2013
Fidelity Investments December 2012 - December 2012
Skills
Research, Microsoft Excel, Microsoft Office, Public Speaking, Portfolio Management, Investments, Financial Analysis
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business
Kent School 2007 — 2011
Main Street Research July 2015 - Present
Main Street Research June 2014 - August 2014
NorthCoast Asset Management May 2013 - July 2013
Fidelity Investments December 2012 - December 2012
Skills
Research, Microsoft Excel, Microsoft Office, Public Speaking, Portfolio Management, Investments, Financial Analysis
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Business
Kent School 2007 — 2011
Timothy Buick, CIMA ®'s Fidelity Investments Experience May 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Logan Capital Management, Inc. March 2013 - May 2014
BlackRock March 2010 - March 2013
BlackRock March 2010 - March 2013
Logan Capital Management, Inc. August 2008 - March 2010
Logan Capital Management, Inc. December 2006 - December 2008
Brinker Capital March 2006 - December 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Sales Process, Sales Presentations, Territory Management, Relationship Management, CIMA, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
CIMA, Finance
Gettysburg College 2002 — 2006
BA, Business Management
Fidelity Investments May 2014 - Present
Logan Capital Management, Inc. March 2013 - May 2014
BlackRock March 2010 - March 2013
BlackRock March 2010 - March 2013
Logan Capital Management, Inc. August 2008 - March 2010
Logan Capital Management, Inc. December 2006 - December 2008
Brinker Capital March 2006 - December 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Equities, Sales Process, Sales Presentations, Territory Management, Relationship Management, CIMA, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2010
CIMA, Finance
Gettysburg College 2002 — 2006
BA, Business Management
Diane Warner Diane Warner's Fidelity Investments Experience 2011 - 2012
Job Front Office Manager at Placentia Library District
Industry Financial Services
Experience
Placentia Library District January 2014 - Present
CKE Restaurants, Inc. 2012 - Present
Fidelity Investments 2011 - 2012
Kaiser Permanente Orange County November 2008 - February 2011
First American Corelogic January 2005 - September 2008
Bank of America Commercial Finance 1995 - 2002
Skills
Customer Service, Microsoft Office, PowerPoint, Negotiation, Research, Strategic Planning, HTML, Public Speaking, Event Planning, Public Relations, Sales, Training, Human Resources, Sales Management, Recruiting, Employee Relations, Leadership, Team Building, New Business Development, Mortgage Lending, Microsoft Word, Loans, Banking
Education
Golden West College 1979 — 1982
Associate of Arts (AA)
Placentia Library District January 2014 - Present
CKE Restaurants, Inc. 2012 - Present
Fidelity Investments 2011 - 2012
Kaiser Permanente Orange County November 2008 - February 2011
First American Corelogic January 2005 - September 2008
Bank of America Commercial Finance 1995 - 2002
Skills
Customer Service, Microsoft Office, PowerPoint, Negotiation, Research, Strategic Planning, HTML, Public Speaking, Event Planning, Public Relations, Sales, Training, Human Resources, Sales Management, Recruiting, Employee Relations, Leadership, Team Building, New Business Development, Mortgage Lending, Microsoft Word, Loans, Banking
Education
Golden West College 1979 — 1982
Associate of Arts (AA)
Joan (Nagel) Greenspon, CFP® Joan (Nagel) Greenspon, CFP®'s Fidelity Investments Experience August 2009 - December 2013
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2014 - Present
Fidelity Investments August 2009 - December 2013
Fidelity Investments April 2008 - August 2009
Fidelity Investments June 2006 - April 2008
Skills
Certified Financial..., Series 63, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Insurance
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Edelman Financial Services January 2014 - Present
Fidelity Investments August 2009 - December 2013
Fidelity Investments April 2008 - August 2009
Fidelity Investments June 2006 - April 2008
Skills
Certified Financial..., Series 63, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Insurance
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
Joe Emerusabe's Fidelity Investments Experience May 2013 - May 2013
Job Account Management Associate at CEB
Industry Management Consulting
Experience
CEB June 2015 - Present
CEO Update May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
Montgomery County Circuit Court July 2012 - July 2012
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (BA), Dual Major : Organizational and Management Studies; International Affairs Minor: Business
CEB June 2015 - Present
CEO Update May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
Montgomery County Circuit Court July 2012 - July 2012
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (BA), Dual Major : Organizational and Management Studies; International Affairs Minor: Business
Patrick Prendergast Patrick Prendergast's Fidelity Investments Experience 2000 - 2001
Job Director, DC Client Services at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company 2013 - April 2015
Angell Pension Group 2012 - 2013
Mercer 2005 - 2012
CitiStreet 2001 - 2005
Tuition Management Systems 2001 - 2001
Fidelity Investments 2000 - 2001
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word
Education
Providence College
MBA, Business Administration and Management, General
Goucher College 1991 — 1995
BA, Management
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company 2013 - April 2015
Angell Pension Group 2012 - 2013
Mercer 2005 - 2012
CitiStreet 2001 - 2005
Tuition Management Systems 2001 - 2001
Fidelity Investments 2000 - 2001
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word
Education
Providence College
MBA, Business Administration and Management, General
Goucher College 1991 — 1995
BA, Management
Erica Stringfellow's Fidelity Investments Experience March 2014 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments November 2011 - February 2014
Simply Fab Diaper Cakes and Gifts, LLC August 2010 - January 2014
CA Technologies March 2011 - September 2011
Applied Research Associates, Inc. January 2010 - March 2011
Microsoft November 2009 - January 2010
IBM July 2007 - June 2008
IBM June 2005 - June 2008
Skills
Testing, SDLC, Quality Assurance, Linux, DB2, Business Analysis, Agile Methodologies, Software Project..., Integration, Scrum, Software Development, Java, SharePoint, SQL
Education
University of North Carolina at Greensboro 2011 — 2014
Master of Science
Grambling State University 2000 — 2005
Bachelor of Science
Fidelity Investments March 2014 - Present
Fidelity Investments November 2011 - February 2014
Simply Fab Diaper Cakes and Gifts, LLC August 2010 - January 2014
CA Technologies March 2011 - September 2011
Applied Research Associates, Inc. January 2010 - March 2011
Microsoft November 2009 - January 2010
IBM July 2007 - June 2008
IBM June 2005 - June 2008
Skills
Testing, SDLC, Quality Assurance, Linux, DB2, Business Analysis, Agile Methodologies, Software Project..., Integration, Scrum, Software Development, Java, SharePoint, SQL
Education
University of North Carolina at Greensboro 2011 — 2014
Master of Science
Grambling State University 2000 — 2005
Bachelor of Science
David L Smith David L Smith's Fidelity Investments Experience February 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
SSGA 2007 - 2014
Fidelity Investments May 2007 - November 2007
Skills
Mutual Funds, Portfolio Management, Series 63, Equities, Chartered Financial..., ETFs, Equity Research, Series 7, FINRA, Finance
Education
Gordon College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Double Minor Econ and Accounting
Suffolk University 2006 — 2006
Business & Accounting - Madrid Spain Campus, International Business Concentration
Fidelity Investments February 2015 - Present
SSGA 2007 - 2014
Fidelity Investments May 2007 - November 2007
Skills
Mutual Funds, Portfolio Management, Series 63, Equities, Chartered Financial..., ETFs, Equity Research, Series 7, FINRA, Finance
Education
Gordon College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Double Minor Econ and Accounting
Suffolk University 2006 — 2006
Business & Accounting - Madrid Spain Campus, International Business Concentration
Lee Richlin's Fidelity Investments Experience July 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
P.I.A.A. February 2011 - Present
Fidelity Investments June 2014 - July 2015
Gettysburg College April 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Golden Corral June 2011 - August 2011
Skills
Series 7, Series 63, Notary Public, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Customer Service, Event Planning, Cpr Certified, Time Management, Sales, Data Reporting, Setting Appointments
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Organization and Management Studies Major, Business Minor
Fidelity Investments July 2015 - Present
P.I.A.A. February 2011 - Present
Fidelity Investments June 2014 - July 2015
Gettysburg College April 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Golden Corral June 2011 - August 2011
Skills
Series 7, Series 63, Notary Public, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Customer Service, Event Planning, Cpr Certified, Time Management, Sales, Data Reporting, Setting Appointments
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.) Cum Laude, Organization and Management Studies Major, Business Minor
ANTONIO DAVIS, CAMS's Fidelity Investments Experience October 1997 - January 1999
Job SupervisorGovernment Reporting at MoneyGram International
Industry Financial Services
Experience
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
Justin Dwyer Justin Dwyer's Fidelity Investments Experience January 2008 - October 2010
Job Programmer/Analyst at Expertech
Industry Information Technology and Services
Experience
Expertech May 2011 - Present
Fidelity Investments January 2008 - October 2010
Fidelity Investments March 2006 - January 2008
Department of National Defence September 2005 - December 2005
Department of National Defence January 2005 - April 2005
Skills
Help Desk Support, Troubleshooting, System Administration, Program Development, JavaScript, jQuery, Microsoft SQL Server, C#, ASP.NET AJAX, CSS3, HTML 5, SQL, Windows Server, CSS, Active Directory, IIS, Windows 7, Operating Systems, Databases, Windows
Education
Georgian College 2002 — 2005
Associate's degree, Computer Programming
Expertech May 2011 - Present
Fidelity Investments January 2008 - October 2010
Fidelity Investments March 2006 - January 2008
Department of National Defence September 2005 - December 2005
Department of National Defence January 2005 - April 2005
Skills
Help Desk Support, Troubleshooting, System Administration, Program Development, JavaScript, jQuery, Microsoft SQL Server, C#, ASP.NET AJAX, CSS3, HTML 5, SQL, Windows Server, CSS, Active Directory, IIS, Windows 7, Operating Systems, Databases, Windows
Education
Georgian College 2002 — 2005
Associate's degree, Computer Programming
Brendan LeBlanc's Fidelity Investments Experience January 2001 - December 2003
Job
Industry Accounting
Experience
EY July 2014 - Present
Ernst & Young September 2011 - Present
LeBlanc & Associates, LLC January 2008 - August 2011
Accume Partners November 2005 - December 2007
Control Solutions International January 2004 - November 2005
Fidelity Investments January 2001 - December 2003
PricewaterhouseCoopers LLP 1994 - 2000
Skills
Sustainability, Internal Audit, Auditing, Strategy, Internal Controls, Assurance, Corporate Social..., Climate Change, Enterprise Risk..., Management Consulting, Financial Reporting, Program Management, Accounting, Governance, Risk Assessment, Sustainability Reporting, Mergers & Acquisitions, Leadership, Due Diligence, Financial Analysis, Risk Management, Finance, Business Process..., Operational Risk..., Corporate Governance, Environmental Impact..., Analysis, Strategic Planning
Education
Gordon College 1990 — 1994
Bachelor of Arts, Accounting
EY July 2014 - Present
Ernst & Young September 2011 - Present
LeBlanc & Associates, LLC January 2008 - August 2011
Accume Partners November 2005 - December 2007
Control Solutions International January 2004 - November 2005
Fidelity Investments January 2001 - December 2003
PricewaterhouseCoopers LLP 1994 - 2000
Skills
Sustainability, Internal Audit, Auditing, Strategy, Internal Controls, Assurance, Corporate Social..., Climate Change, Enterprise Risk..., Management Consulting, Financial Reporting, Program Management, Accounting, Governance, Risk Assessment, Sustainability Reporting, Mergers & Acquisitions, Leadership, Due Diligence, Financial Analysis, Risk Management, Finance, Business Process..., Operational Risk..., Corporate Governance, Environmental Impact..., Analysis, Strategic Planning
Education
Gordon College 1990 — 1994
Bachelor of Arts, Accounting
B. Connor Ness's Fidelity Investments Experience November 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Wildrose Graphics May 2013 - April 2014
Buffalo Wild Wings May 2011 - August 2012
Tualatin Basketball Camp June 2008 - June 2010
Skills
Time Management, Teamwork, Microsoft Office, Marketing, Social Networking, Customer Service, Facebook, Leadership, Coaching, Social Media, Public Speaking, Event Planning, Teaching, PowerPoint, Microsoft Word
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Fidelity Investments November 2014 - Present
Wildrose Graphics May 2013 - April 2014
Buffalo Wild Wings May 2011 - August 2012
Tualatin Basketball Camp June 2008 - June 2010
Skills
Time Management, Teamwork, Microsoft Office, Marketing, Social Networking, Customer Service, Facebook, Leadership, Coaching, Social Media, Public Speaking, Event Planning, Teaching, PowerPoint, Microsoft Word
Education
Gonzaga University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Ryan Moyers Ryan Moyers's Fidelity Investments Experience April 2015 - Present
Job Leader focused on serving others to help drive excellence in results, culture, and process.
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2012 - Present
Fidelity Investments December 2007 - October 2012
Fidelity Investments July 2006 - December 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments January 2004 - September 2004
Fidelity Investments August 2003 - January 2004
Fidelity Investments July 2001 - August 2003
Fidelity Investments October 1999 - July 2001
McDonald's Corporation December 1996 - August 2000
Education
Gonzaga University 2010 — 2013
Master of Arts (M.A.), Organizational Leadership
Xavier University 2008 — 2010
MEd, Human Resource Development
Northern Kentucky University 1992 — 1999
BA, Political Science
Fidelity Investments April 2015 - Present
Fidelity Investments October 2012 - Present
Fidelity Investments December 2007 - October 2012
Fidelity Investments July 2006 - December 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments January 2004 - September 2004
Fidelity Investments August 2003 - January 2004
Fidelity Investments July 2001 - August 2003
Fidelity Investments October 1999 - July 2001
McDonald's Corporation December 1996 - August 2000
Education
Gonzaga University 2010 — 2013
Master of Arts (M.A.), Organizational Leadership
Xavier University 2008 — 2010
MEd, Human Resource Development
Northern Kentucky University 1992 — 1999
BA, Political Science
Barrett Keller's Fidelity Investments Experience May 2012 - March 2014
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments March 2014 - Present
Fidelity Investments May 2012 - March 2014
Oppenheimer & Co. November 2004 - May 2012
Skills
Series 7
Education
Gettysburg College 1997 — 2001
BA, Business Management
Salisbury School 1994 — 1997
ICON Investments March 2014 - Present
Fidelity Investments May 2012 - March 2014
Oppenheimer & Co. November 2004 - May 2012
Skills
Series 7
Education
Gettysburg College 1997 — 2001
BA, Business Management
Salisbury School 1994 — 1997
Ashay Kamat Ashay Kamat's Fidelity Investments Experience June 2009 - August 2009
Job Lead OpenPages Consulting Engineer at IBM
Industry Computer Software
Experience
IBM November 2010 - Present
Fidelity Investments June 2009 - August 2009
RIT - Centre for Campus Life December 2008 - June 2009
Advantage Data May 2008 - November 2008
Magnet Technologies Pvt Ltd. October 2006 - July 2007
Skills
Databases, Distributed Systems, XML, JavaScript, MySQL, Java, Oracle, Application Development, Software Development, Web Services, Web Technologies, Risk Management, Enterprise Risk..., Agile Methodolgy, PL/SQL, Java Enterprise Edition, Programming, Testing, Eclipse, Unix, Enterprise Software, Perl
Education
Rochester Institute of Technology 2007 — 2009
MS, Computer Science
Goa University 2002 — 2006
BE, Computer Science
IBM November 2010 - Present
Fidelity Investments June 2009 - August 2009
RIT - Centre for Campus Life December 2008 - June 2009
Advantage Data May 2008 - November 2008
Magnet Technologies Pvt Ltd. October 2006 - July 2007
Skills
Databases, Distributed Systems, XML, JavaScript, MySQL, Java, Oracle, Application Development, Software Development, Web Services, Web Technologies, Risk Management, Enterprise Risk..., Agile Methodolgy, PL/SQL, Java Enterprise Edition, Programming, Testing, Eclipse, Unix, Enterprise Software, Perl
Education
Rochester Institute of Technology 2007 — 2009
MS, Computer Science
Goa University 2002 — 2006
BE, Computer Science
Kelly VanderSluis's Fidelity Investments Experience September 2014 - Present
Job Administrative Assistant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
London Health Sciences Centre January 2013 - August 2014
London Health Sciences Centre October 2011 - March 2014
Security Concepts September 2010 - June 2012
Regional Municipality of York May 2010 - September 2010
Hydro One August 2009 - January 2010
Sports Medicine and Rehabilitation Centre March 2008 - August 2008
Skills
Time Management, Microsoft Excel, PowerPoint, Medical Transcription, Microsoft Office, Customer Service, Medical Terminology, Administrative..., Outlook, Data Entry, Accounts Payable, Payroll, Training, Spreadsheets, Event Management, Administrative...
Education
Georgian College 2008 — 2010
Business
Georgian College 2006 — 2008
Medical Office Administration
Fidelity Investments September 2014 - Present
London Health Sciences Centre January 2013 - August 2014
London Health Sciences Centre October 2011 - March 2014
Security Concepts September 2010 - June 2012
Regional Municipality of York May 2010 - September 2010
Hydro One August 2009 - January 2010
Sports Medicine and Rehabilitation Centre March 2008 - August 2008
Skills
Time Management, Microsoft Excel, PowerPoint, Medical Transcription, Microsoft Office, Customer Service, Medical Terminology, Administrative..., Outlook, Data Entry, Accounts Payable, Payroll, Training, Spreadsheets, Event Management, Administrative...
Education
Georgian College 2008 — 2010
Business
Georgian College 2006 — 2008
Medical Office Administration
Ed Alcoff Ed Alcoff's Fidelity Investments Experience September 2006 - February 2009
Job Caseworker
Industry Government Administration
Experience
State of Pennsylvania April 2011 - Present
Fidelity Investments September 2006 - February 2009
MobileAria August 2004 - October 2005
Roving Networks July 2003 - August 2004
Cisco Systems, Inc. September 1995 - November 1998
Combinet, Inc. October 1994 - September 1995
Network Application Technology, Inc. May 1993 - September 1994
The Wollongong Group, Inc. August 1988 - May 1993
The Wollongong Group Inc. (acquired by Attachmate Corporation) 1988 - 1993
Skills
Start-ups, Leadership, Engineering, Quality Assurance, Product Management, Product Development, Strategy, Program Management, Sales, Management, Training, Product Marketing, Strategic Planning, Cross-functional Team..., Marketing, Public Speaking
Education
Golden Gate University 1984 — 1986
MBA
State of Pennsylvania April 2011 - Present
Fidelity Investments September 2006 - February 2009
MobileAria August 2004 - October 2005
Roving Networks July 2003 - August 2004
Cisco Systems, Inc. September 1995 - November 1998
Combinet, Inc. October 1994 - September 1995
Network Application Technology, Inc. May 1993 - September 1994
The Wollongong Group, Inc. August 1988 - May 1993
The Wollongong Group Inc. (acquired by Attachmate Corporation) 1988 - 1993
Skills
Start-ups, Leadership, Engineering, Quality Assurance, Product Management, Product Development, Strategy, Program Management, Sales, Management, Training, Product Marketing, Strategic Planning, Cross-functional Team..., Marketing, Public Speaking
Education
Golden Gate University 1984 — 1986
MBA
Jon Carlson's Fidelity Investments Experience April 1998 - August 1999
Job Vice President Merchant Services at Groupon
Industry Outsourcing/Offshoring
Experience
Groupon June 2014 - Present
Laurus International October 2013 - June 2014
Delta Dental of Kansas June 2012 - September 2013
CI Partners 2010 - June 2012
Laurus International March 2008 - September 2010
Sprint July 2004 - March 2008
Sprint August 1999 - July 2004
Fidelity Investments April 1998 - August 1999
Fidelity Investments May 1996 - April 1998
Allied Signal 1984 - 1989
Skills
Vendor Management, Process Improvement, Operations Management, Project Management, Management Consulting, Training, Call Center, Workforce Management, BPO, Call Center Development, Strategic Planning, Customer Satisfaction, Business Development, Call Centers, Contact Centers, Customer Experience, Customer Retention, Inbound Marketing, Leadership, Management, Outsourcing, Performance Management, Program Management, Quality Assurance, Team Building, Telecommunications, Business Process..., CRM, Account Management, Wireless, Strategy
Education
Rockhurst University 1985 — 1989
MBA, Finance
Graceland University 1980 — 1984
Bachelor of Science, Computer Engineering and Computer Science
Groupon June 2014 - Present
Laurus International October 2013 - June 2014
Delta Dental of Kansas June 2012 - September 2013
CI Partners 2010 - June 2012
Laurus International March 2008 - September 2010
Sprint July 2004 - March 2008
Sprint August 1999 - July 2004
Fidelity Investments April 1998 - August 1999
Fidelity Investments May 1996 - April 1998
Allied Signal 1984 - 1989
Skills
Vendor Management, Process Improvement, Operations Management, Project Management, Management Consulting, Training, Call Center, Workforce Management, BPO, Call Center Development, Strategic Planning, Customer Satisfaction, Business Development, Call Centers, Contact Centers, Customer Experience, Customer Retention, Inbound Marketing, Leadership, Management, Outsourcing, Performance Management, Program Management, Quality Assurance, Team Building, Telecommunications, Business Process..., CRM, Account Management, Wireless, Strategy
Education
Rockhurst University 1985 — 1989
MBA, Finance
Graceland University 1980 — 1984
Bachelor of Science, Computer Engineering and Computer Science
Christa Jaskir Christa Jaskir's Fidelity Investments Experience January 2015 - Present
Job Senior Associate, Benefits Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Mercer June 2012 - December 2014
Gettysburg College September 2011 - May 2012
Gettysburg College August 2011 - May 2012
Gettysburg College September 2009 - May 2012
Gettysburg College September 2009 - May 2012
Mercer June 2011 - August 2011
Alpha Delta Pi Sorority November 2009 - January 2011
Gettysburg College September 2009 - December 2010
Gettysburg College August 2010 - August 2010
Skills
Data Analysis, Training, Social Networking, Management, Risk Management, Insurance, Leadership, Statistics, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Research, Microsoft Office, Event Planning
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Mathematics Major, Business and Economics Minors, 3.71
University of Melbourne 2011 — 2011
Commerce, Mathematics, Economics, Business
Fidelity Investments January 2015 - Present
Mercer June 2012 - December 2014
Gettysburg College September 2011 - May 2012
Gettysburg College August 2011 - May 2012
Gettysburg College September 2009 - May 2012
Gettysburg College September 2009 - May 2012
Mercer June 2011 - August 2011
Alpha Delta Pi Sorority November 2009 - January 2011
Gettysburg College September 2009 - December 2010
Gettysburg College August 2010 - August 2010
Skills
Data Analysis, Training, Social Networking, Management, Risk Management, Insurance, Leadership, Statistics, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Research, Microsoft Office, Event Planning
Education
Gettysburg College 2008 — 2012
Bachelor of Arts, Mathematics Major, Business and Economics Minors, 3.71
University of Melbourne 2011 — 2011
Commerce, Mathematics, Economics, Business
Joseph Gehringer's Fidelity Investments Experience March 2007 - Present
Job Portfolio Specialist
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Ameriprise Financial Services, Inc. February 2005 - March 2007
Skills
Retirement, Asset Allocation, 401k, Investment Advisory, Fixed Annuities, Investment Strategies, Financial Advisory, Uniform Combined State..., Insurance, Alternative Investments, Pensions, Finance, Estate Planning, Life Insurance, FINRA, Series 6, Bloomberg, Financial Modeling, IRAs, Mortgage Lending
Education
Gordon College (GA) 1994 — 1997
Fidelity Investments March 2007 - Present
Ameriprise Financial Services, Inc. February 2005 - March 2007
Skills
Retirement, Asset Allocation, 401k, Investment Advisory, Fixed Annuities, Investment Strategies, Financial Advisory, Uniform Combined State..., Insurance, Alternative Investments, Pensions, Finance, Estate Planning, Life Insurance, FINRA, Series 6, Bloomberg, Financial Modeling, IRAs, Mortgage Lending
Education
Gordon College (GA) 1994 — 1997
Allan Richardson Allan Richardson's Fidelity Investments Experience April 2013 - September 2013
Job Business Controller at NSN Nokia Solutions and Networks
Industry Financial Services
Experience
Nokia Networks November 2013 - Present
Fidelity Investments April 2013 - September 2013
Fidelity Investments September 2006 - April 2013
Aramark Uniform Services June 2005 - September 2006
Aramark May 2003 - June 2005
ARAMARK December 2002 - May 2003
Fleer/Skybox International August 2001 - July 2002
Skills
Leadership, Negotiation, Financial Analysis, Forecasting, Account Reconciliation, Analysis, Auditing, Accounting, Management, Budgets, Financial Reporting, Accounts Receivable, Access, Hyperion Enterprise, Internal Controls, Managerial Finance
Education
Goldey-Beacom College 1997 — 2001
Bachelor of Science, Business Administration; Finance
Goldey-Beacom College 1997 — 2000
Bachelor of Science in Business Administration, Finance
Nokia Networks November 2013 - Present
Fidelity Investments April 2013 - September 2013
Fidelity Investments September 2006 - April 2013
Aramark Uniform Services June 2005 - September 2006
Aramark May 2003 - June 2005
ARAMARK December 2002 - May 2003
Fleer/Skybox International August 2001 - July 2002
Skills
Leadership, Negotiation, Financial Analysis, Forecasting, Account Reconciliation, Analysis, Auditing, Accounting, Management, Budgets, Financial Reporting, Accounts Receivable, Access, Hyperion Enterprise, Internal Controls, Managerial Finance
Education
Goldey-Beacom College 1997 — 2001
Bachelor of Science, Business Administration; Finance
Goldey-Beacom College 1997 — 2000
Bachelor of Science in Business Administration, Finance
Larry Locke Larry Locke's Fidelity Investments Experience 1997 - 2002
Job Associate Professor at University of Mary HardinBaylor
Industry Higher Education
Experience
University of Mary Hardin-Baylor August 2010 - Present
Gordon College August 2009 - August 2010
New Testament Baptist Church July 2002 - July 2008
Fidelity Investments 1997 - 2002
Skills
University Teaching, Adult Education, College Teaching, Higher Education, Teaching, Distance Learning, Student Affairs, Leadership Development, Community Outreach, Public Speaking, Curriculum Design, Research, Curriculum Development, Staff Development, Nonprofits
Education
Gordon Conwell Theological Seminary 2008 — 2010
Masters of Theology (MATh), Magna Cum Laude
Harvard Law School 1990 — 1994
JD, Magna Cum Laude
Harvard Business School 1987 — 1990
Master of Business Administration (MBA), Baker Scholar
Ouachita Baptist University 1980 — 1984
BA and BSE, Philosophy and Math, Magna Cum Laude
Gordon College
University of Mary Hardin-Baylor August 2010 - Present
Gordon College August 2009 - August 2010
New Testament Baptist Church July 2002 - July 2008
Fidelity Investments 1997 - 2002
Skills
University Teaching, Adult Education, College Teaching, Higher Education, Teaching, Distance Learning, Student Affairs, Leadership Development, Community Outreach, Public Speaking, Curriculum Design, Research, Curriculum Development, Staff Development, Nonprofits
Education
Gordon Conwell Theological Seminary 2008 — 2010
Masters of Theology (MATh), Magna Cum Laude
Harvard Law School 1990 — 1994
JD, Magna Cum Laude
Harvard Business School 1987 — 1990
Master of Business Administration (MBA), Baker Scholar
Ouachita Baptist University 1980 — 1984
BA and BSE, Philosophy and Math, Magna Cum Laude
Gordon College
Krishna Rao, PMP, CSM's Fidelity Investments Experience November 2012 - Present
Job Project Manager Defined Benefits at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments August 2011 - November 2012
Fidelity Investments July 2006 - August 2011
Fidelity Investments July 2005 - June 2006
Fidelity investments May 2004 - June 2005
Ampersand Software Applications Limited September 2002 - May 2004
Ernst & Young January 2001 - August 2002
Tata Infotech Limited August 1998 - January 2001
Skills
PMP, SDLC, Business Analysis, Software Project..., Agile Methodologies, Program Management, Process Improvement, CRM, Business Process, Cross-functional Team..., Databases, IT Service Management, Management, Project Management, Requirements Analysis, Requirements Gathering, SQL, Strategy
Education
Goa University 1996 — 1998
MMS, Management
Goa Engineering College
BE, Electrical
Fidelity Investments November 2012 - Present
Fidelity Investments August 2011 - November 2012
Fidelity Investments July 2006 - August 2011
Fidelity Investments July 2005 - June 2006
Fidelity investments May 2004 - June 2005
Ampersand Software Applications Limited September 2002 - May 2004
Ernst & Young January 2001 - August 2002
Tata Infotech Limited August 1998 - January 2001
Skills
PMP, SDLC, Business Analysis, Software Project..., Agile Methodologies, Program Management, Process Improvement, CRM, Business Process, Cross-functional Team..., Databases, IT Service Management, Management, Project Management, Requirements Analysis, Requirements Gathering, SQL, Strategy
Education
Goa University 1996 — 1998
MMS, Management
Goa Engineering College
BE, Electrical
Nick LaVerghetta, CFP Nick LaVerghetta, CFP's Fidelity Investments Experience 2000 - 2008
Job Principal of NCM Capital Management LLC
Industry Financial Services
Experience
NCM Capital Management LLC August 2009 - Present
Brinton Eaton Wealth Advisors February 2008 - March 2010
Fidelity Investments 2000 - 2008
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Strategic Financial..., Investment Strategies, Investments, Series 7, Investment Management, Estate Planning, Series 63, Wealth Management..., Mutual Funds, Retirement, Alternative Investments, Financial Planners, Equities, 401k, FINRA, Securities, ETFs, High Net Worth..., Financial Advisory, Asset Management, Financial Planning
Education
Gettysburg College 1987 — 1992
Ramsey High School 1983 — 1988
NCM Capital Management LLC August 2009 - Present
Brinton Eaton Wealth Advisors February 2008 - March 2010
Fidelity Investments 2000 - 2008
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Strategic Financial..., Investment Strategies, Investments, Series 7, Investment Management, Estate Planning, Series 63, Wealth Management..., Mutual Funds, Retirement, Alternative Investments, Financial Planners, Equities, 401k, FINRA, Securities, ETFs, High Net Worth..., Financial Advisory, Asset Management, Financial Planning
Education
Gettysburg College 1987 — 1992
Ramsey High School 1983 — 1988
Stephen Romanelli Stephen Romanelli's Fidelity Investments Experience June 2006 - July 2011
Job Owner Strategic Partner at PrideStaff
Industry Staffing and Recruiting
Experience
PrideStaff 2012 - Present
Fidelity Investments June 2006 - July 2011
Fidelity Investments, Enterprise Processing April 2002 - May 2006
Clubessential, Inc. August 1999 - April 2002
Procter & Gamble February 1998 - August 1999
Procter & Gamble March 1996 - February 1998
Procter & Gamble 1983 - 1996
Skills
Strategy, Strategic Planning, Leadership, Management, Start-ups, Cross-functional Team..., Business Development, Change Management, Vendor Management, Mergers & Acquisitions, Process Improvement, Executive Management, Financial Analysis, Mergers, Managerial Finance, Finance, Thought Leadership, Budgets, Performance Management, Talent Management, Analysis, Leadership Development, Business Process..., Recruiting, Due Diligence, Strategic Thinking, Benchmarking, International Business, Staffing Services, Service Delivery, Performance Improvement, Strategic Sourcing, Business Analysis, Staff Augmentation, Financial Management, Highly Adaptable, Collaborative, P&L Management, Management Consulting, Business Planning, Adaptation, Business Valuation, Visionary, Acquisition Analysis, Strategy Development, Talent Development, Temporary Staffing, Talent Acquisition, Staffing Strategies
Education
University of Notre Dame - Mendoza College of Business 1981 — 1983
MBA, Finance
Gettysburg College 1977 — 1981
BS, Business Administration
Cold Spring Harbor High School
PrideStaff 2012 - Present
Fidelity Investments June 2006 - July 2011
Fidelity Investments, Enterprise Processing April 2002 - May 2006
Clubessential, Inc. August 1999 - April 2002
Procter & Gamble February 1998 - August 1999
Procter & Gamble March 1996 - February 1998
Procter & Gamble 1983 - 1996
Skills
Strategy, Strategic Planning, Leadership, Management, Start-ups, Cross-functional Team..., Business Development, Change Management, Vendor Management, Mergers & Acquisitions, Process Improvement, Executive Management, Financial Analysis, Mergers, Managerial Finance, Finance, Thought Leadership, Budgets, Performance Management, Talent Management, Analysis, Leadership Development, Business Process..., Recruiting, Due Diligence, Strategic Thinking, Benchmarking, International Business, Staffing Services, Service Delivery, Performance Improvement, Strategic Sourcing, Business Analysis, Staff Augmentation, Financial Management, Highly Adaptable, Collaborative, P&L Management, Management Consulting, Business Planning, Adaptation, Business Valuation, Visionary, Acquisition Analysis, Strategy Development, Talent Development, Temporary Staffing, Talent Acquisition, Staffing Strategies
Education
University of Notre Dame - Mendoza College of Business 1981 — 1983
MBA, Finance
Gettysburg College 1977 — 1981
BS, Business Administration
Cold Spring Harbor High School
Hugh Reid's Fidelity Investments Experience September 2007 - December 2008
Job Sr. Manager, Info Sys. General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology August 2014 - Present
Fujitsu March 2014 - July 2014
Cisco June 2011 - January 2014
Progress Energy November 2009 - June 2011
Fidelity Investments September 2007 - December 2008
Infineon Technologies November 2004 - September 2007
Northrop Grumman March 2004 - November 2004
CopperRoad August 2002 - December 2003
Tekelec November 2000 - March 2002
General Dynamics May 1999 - November 2000
Skills
Contract Negotiation, PMO, SLA, ITIL, Deployment, Portfolio Management, Program Management, Government, Administration, Benchmarking, Product Life Cycle..., Negotiation, Contract Management, Vendor Management, IT Governance, PMP, Smart Gr, RFP, Telecommunications, Budgeting, SDLC, MS Project, Process Improvement, Cross-functional Team..., Change Management, PMI, Process Development, Business Process..., Integration, Project Planning, Requirements Analysis, IT Strategy, Operations Management, Risk Management, Quality Assurance, SharePoint, Project Portfolio..., Process Engineering, Visio, Budgets, Data Center, Management, Project Management, Business Analysis, Databases, Governance, System Deployment, Strategy, Leadership, CRM
Education
Mannings High School
Golden Gate University
MBA, Operations Management
Southern Illinois University, Carbondale
BS, Industrial Technology
General Dynamics Information Technology August 2014 - Present
Fujitsu March 2014 - July 2014
Cisco June 2011 - January 2014
Progress Energy November 2009 - June 2011
Fidelity Investments September 2007 - December 2008
Infineon Technologies November 2004 - September 2007
Northrop Grumman March 2004 - November 2004
CopperRoad August 2002 - December 2003
Tekelec November 2000 - March 2002
General Dynamics May 1999 - November 2000
Skills
Contract Negotiation, PMO, SLA, ITIL, Deployment, Portfolio Management, Program Management, Government, Administration, Benchmarking, Product Life Cycle..., Negotiation, Contract Management, Vendor Management, IT Governance, PMP, Smart Gr, RFP, Telecommunications, Budgeting, SDLC, MS Project, Process Improvement, Cross-functional Team..., Change Management, PMI, Process Development, Business Process..., Integration, Project Planning, Requirements Analysis, IT Strategy, Operations Management, Risk Management, Quality Assurance, SharePoint, Project Portfolio..., Process Engineering, Visio, Budgets, Data Center, Management, Project Management, Business Analysis, Databases, Governance, System Deployment, Strategy, Leadership, CRM
Education
Mannings High School
Golden Gate University
MBA, Operations Management
Southern Illinois University, Carbondale
BS, Industrial Technology
Steven C. Cox's Fidelity Investments Experience May 2007 - October 2010
Job Research Software Architect at Renaissance Computing Institute
Industry Computer Software
Experience
Renaissance Computing Institute 2010 - Present
Fidelity Investments May 2007 - October 2010
Duke Clinical Research Institute June 2004 - May 2007
Castleton Systems LLC May 2003 - June 2004
WindWire acquired by Avesair January 2000 - May 2003
Netsation, acquired by Bay Networks, then Nortel Networks April 1997 - January 2000
Virtus March 1996 - April 1997
GTE Government Systems January 1995 - March 1996
Harris Corporation GCS August 1993 - January 1995
Skills
Python, Java, Node.js, Maven, Scala, Apache Spark, Apache Mesos, High Performance..., Linux, Parallel Computing, SQL, Windows, Virtualization, HTML5, AngularJS, jQuery, iPhone development, AMQP, J2EE, C++, Jenkins, Continuous Integration, Docker, Formal Languages, Fabric
Education
Gordon College 1990 — 1993
Bachelor of Science, Computer Science and Fine Art majors
Gordon College
Bachelor's degree, Computer Science
Renaissance Computing Institute 2010 - Present
Fidelity Investments May 2007 - October 2010
Duke Clinical Research Institute June 2004 - May 2007
Castleton Systems LLC May 2003 - June 2004
WindWire acquired by Avesair January 2000 - May 2003
Netsation, acquired by Bay Networks, then Nortel Networks April 1997 - January 2000
Virtus March 1996 - April 1997
GTE Government Systems January 1995 - March 1996
Harris Corporation GCS August 1993 - January 1995
Skills
Python, Java, Node.js, Maven, Scala, Apache Spark, Apache Mesos, High Performance..., Linux, Parallel Computing, SQL, Windows, Virtualization, HTML5, AngularJS, jQuery, iPhone development, AMQP, J2EE, C++, Jenkins, Continuous Integration, Docker, Formal Languages, Fabric
Education
Gordon College 1990 — 1993
Bachelor of Science, Computer Science and Fine Art majors
Gordon College
Bachelor's degree, Computer Science
Thomas Fletcher's Fidelity Investments Experience June 1986 - March 2009
Job Client Manager at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management January 2013 - Present
Macquarie Group 2011 - 2012
Piper Jaffray May 2009 - March 2011
Fidelity Investments June 1986 - March 2009
Skills
Holistic Financial..., Equity Trading, Wealth Management, Capital Markets, Investments, Equities, Trading, Finance, Mutual Funds, Series 7, Series 63, Series 66, Electronic Trading, Securities
Education
Gordon College 1981 — 1985
Bachelor's degree, History
U.S. Wealth Management January 2013 - Present
Macquarie Group 2011 - 2012
Piper Jaffray May 2009 - March 2011
Fidelity Investments June 1986 - March 2009
Skills
Holistic Financial..., Equity Trading, Wealth Management, Capital Markets, Investments, Equities, Trading, Finance, Mutual Funds, Series 7, Series 63, Series 66, Electronic Trading, Securities
Education
Gordon College 1981 — 1985
Bachelor's degree, History
Christopher Curran Christopher Curran's Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments September 2013 - February 2015
Gettysburg College January 2013 - May 2013
Evercore Partners January 2013 - February 2013
PartnerRe Capital Markets Group June 2012 - August 2012
Fairfield County Hunt Club May 2011 - August 2011
NBCUniversal, Inc. July 2011 - July 2011
Brooklawn Country Club June 2007 - August 2010
Skills
Series 7, Series 63, Research, Public Speaking, History, Fundraising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Legal Research, Social Media
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), History
Fairfield Ludlowe High School 2005 — 2009
Fidelity Investments March 2015 - Present
Fidelity Investments September 2013 - February 2015
Gettysburg College January 2013 - May 2013
Evercore Partners January 2013 - February 2013
PartnerRe Capital Markets Group June 2012 - August 2012
Fairfield County Hunt Club May 2011 - August 2011
NBCUniversal, Inc. July 2011 - July 2011
Brooklawn Country Club June 2007 - August 2010
Skills
Series 7, Series 63, Research, Public Speaking, History, Fundraising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Legal Research, Social Media
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), History
Fairfield Ludlowe High School 2005 — 2009
Niyati Nadgouda Niyati Nadgouda's Fidelity Investments Experience May 2015 - Present
Job Independent Contractor at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments May 2015 - Present
LexisNexis March 2014 - May 2015
Fidelity Investments April 2006 - November 2013
Persistent Systems February 2005 - May 2005
Ruksun Software Technologies June 2003 - January 2005
Goa University December 2002 - June 2003
Skills
Java, Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Software Development, Web Services, JSP, Struts, Oracle, JMS, Business Analysis, Requirements Gathering, Hibernate, SQL, XML, Unix, J2EE Web Services, Martini, KDB+, Systems Analysis, J2EE Application..., Performance Tuning, UML, Design Patterns, C/C++, SOAP over HTTP/JMS, Mentoring, Communicative Skills, Personnel Skills, Team Co-ordination, Technical Learning, Design & Architecture, Linux/ Unix, Spring, Java Enterprise Edition, Linux, Spring Framework
Education
Goa University 1999 — 2002
Master's Degree, Computer Application
Goa University 1995 — 1998
Bachelor's Degree, Computer Science
Fidelity Investments May 2015 - Present
LexisNexis March 2014 - May 2015
Fidelity Investments April 2006 - November 2013
Persistent Systems February 2005 - May 2005
Ruksun Software Technologies June 2003 - January 2005
Goa University December 2002 - June 2003
Skills
Java, Agile Methodologies, SDLC, Requirements Analysis, Software Project..., Software Development, Web Services, JSP, Struts, Oracle, JMS, Business Analysis, Requirements Gathering, Hibernate, SQL, XML, Unix, J2EE Web Services, Martini, KDB+, Systems Analysis, J2EE Application..., Performance Tuning, UML, Design Patterns, C/C++, SOAP over HTTP/JMS, Mentoring, Communicative Skills, Personnel Skills, Team Co-ordination, Technical Learning, Design & Architecture, Linux/ Unix, Spring, Java Enterprise Edition, Linux, Spring Framework
Education
Goa University 1999 — 2002
Master's Degree, Computer Application
Goa University 1995 — 1998
Bachelor's Degree, Computer Science
Halina Miglus Halina Miglus's Fidelity Investments Experience June 1996 - September 1997
Job VP, Strategic Initiatives at HSBC
Industry Financial Services
Experience
HSBC August 2011 - Present
HSBC, Service Delivery July 2010 - July 2011
HSBC, Service Delivery November 2004 - July 2010
HSBC July 2000 - November 2004
Inlight Healthcare Interactive Inc June 1999 - July 2000
Connectedhealth.com December 1997 - May 1998
Fidelity Investments June 1996 - September 1997
Schering-Plough June 1995 - September 1995
Rotary International March 1992 - June 1994
Epidemiologist, Stanford Medical School July 1990 - March 1992
Education
Goucher College
Bachelor of Arts; BA, Spanish
Harvard School of Dental Medicine
Doctor, Dental Medicine (DMD)
Harvard School of Public Health
Master of Science, Epidemiology (ScM)
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Health Care
HSBC August 2011 - Present
HSBC, Service Delivery July 2010 - July 2011
HSBC, Service Delivery November 2004 - July 2010
HSBC July 2000 - November 2004
Inlight Healthcare Interactive Inc June 1999 - July 2000
Connectedhealth.com December 1997 - May 1998
Fidelity Investments June 1996 - September 1997
Schering-Plough June 1995 - September 1995
Rotary International March 1992 - June 1994
Epidemiologist, Stanford Medical School July 1990 - March 1992
Education
Goucher College
Bachelor of Arts; BA, Spanish
Harvard School of Dental Medicine
Doctor, Dental Medicine (DMD)
Harvard School of Public Health
Master of Science, Epidemiology (ScM)
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Health Care
Tim McCabe Tim McCabe's Fidelity Investments Experience 1996 - 2002
Job Senior Vice President National Sales Manager
Industry Financial Services
Experience
Stadion Money Management 2003 - Present
Fidelity Investments 1996 - 2002
New York Life Insurance Company 1990 - 1995
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Alternative Investments, Pensions, Investments, Series 65, Separately Managed..., Series 6, ETFs, Investment Strategies
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1992
MS, Risk Management
University of Georgia - Terry College of Business 1982 — 1987
BBA, Finance
Stadion Money Management 2003 - Present
Fidelity Investments 1996 - 2002
New York Life Insurance Company 1990 - 1995
Skills
Series 63, Series 7, 401k, Retirement, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Alternative Investments, Pensions, Investments, Series 65, Separately Managed..., Series 6, ETFs, Investment Strategies
Education
Georgia State University - J. Mack Robinson College of Business 1988 — 1992
MS, Risk Management
University of Georgia - Terry College of Business 1982 — 1987
BBA, Finance
Shannon Blair Taji, APR, AIF®, C(k)P® Shannon Blair Taji, APR, AIF®, C(k)P®'s Fidelity Investments Experience January 2000 - July 2001
Job Vice President of Sales at Retirement Alliance, Inc.
Industry Financial Services
Experience
Retirement Alliance, Inc. January 2013 - Present
Retirement Alliance, Inc. October 2001 - December 2012
Fidelity Investments January 2000 - July 2001
Skills
401k, Retirement, Sales, Mutual Funds, Asset Allocation, Retirement Planning, Pensions, Series 63, Series 6, Retirement Plan..., Defined Contribution, ERISA, Profit Sharing
Education
Gettysburg College 1995 — 1999
Holderness School 1992 — 1995
Retirement Alliance, Inc. January 2013 - Present
Retirement Alliance, Inc. October 2001 - December 2012
Fidelity Investments January 2000 - July 2001
Skills
401k, Retirement, Sales, Mutual Funds, Asset Allocation, Retirement Planning, Pensions, Series 63, Series 6, Retirement Plan..., Defined Contribution, ERISA, Profit Sharing
Education
Gettysburg College 1995 — 1999
Holderness School 1992 — 1995
Mark B. Wildermuth Mark B. Wildermuth's Fidelity Investments Experience June 2004 - April 2007
Job Financial Technology for Investment Management
Industry Financial Services
Experience
MLP Data LLC March 2013 - Present
Investor July 2009 - September 2012
Global Portfolio Advisors, LTD October 2007 - June 2009
Fidelity Investments June 2004 - April 2007
AdvisorTech Corporation February 1999 - April 2003
Fidelity Investments June 1993 - February 1999
Fidelity Investments June 1991 - June 1993
Interactive Data June 1986 - June 1991
Interactive Data June 1982 - May 1986
Skills
Investments, Asset Management, Venture Capital, Wealth Management, Banking, Technology, Information Technology, Software Development, Investment Advisory, Investment Properties, Product Innovation, Technological Innovation, Analytics, Information Management, Asia Pacific, Private Companies, Quantitative Analytics, Fault Tolerant Systems, Cloud Computing, Market Data, Legal Compliance, Sales Management, International Sales, Strategic Thinking, Client Development, New Product Ideas, Asset Managment, Entrepreneurship, Financial Markets, Financial Advisory, Strategy, Management, Hedge Funds, Financial Services, Trading, Investment Management
Education
Graceland University
Bachelor of Science, Computer Science & Economics
New York Institute of Finance
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education
MLP Data LLC March 2013 - Present
Investor July 2009 - September 2012
Global Portfolio Advisors, LTD October 2007 - June 2009
Fidelity Investments June 2004 - April 2007
AdvisorTech Corporation February 1999 - April 2003
Fidelity Investments June 1993 - February 1999
Fidelity Investments June 1991 - June 1993
Interactive Data June 1986 - June 1991
Interactive Data June 1982 - May 1986
Skills
Investments, Asset Management, Venture Capital, Wealth Management, Banking, Technology, Information Technology, Software Development, Investment Advisory, Investment Properties, Product Innovation, Technological Innovation, Analytics, Information Management, Asia Pacific, Private Companies, Quantitative Analytics, Fault Tolerant Systems, Cloud Computing, Market Data, Legal Compliance, Sales Management, International Sales, Strategic Thinking, Client Development, New Product Ideas, Asset Managment, Entrepreneurship, Financial Markets, Financial Advisory, Strategy, Management, Hedge Funds, Financial Services, Trading, Investment Management
Education
Graceland University
Bachelor of Science, Computer Science & Economics
New York Institute of Finance
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education
David Mengel David Mengel's Fidelity Investments Experience January 1993 - January 1996
Job President / Founder of Colorresumes.com
Industry Staffing and Recruiting
Experience
Colorresumes.com March 2010 - Present
Gemini Staffing February 2002 - Present
AppleOne Employment October 2000 - January 2003
United States Marine Corps October 1996 - October 2000
Fidelity Investments January 1993 - January 1996
Whirlpool Corporation January 1991 - January 1993
Education
Golden Gate University 2007 — 2009
Masters Degree, Human Resources Management
Golden Gate University 2004 — 2007
MBA, Business Adminstration
University of Phoenix 2001 — 2004
BS, Business Management
Colorresumes.com March 2010 - Present
Gemini Staffing February 2002 - Present
AppleOne Employment October 2000 - January 2003
United States Marine Corps October 1996 - October 2000
Fidelity Investments January 1993 - January 1996
Whirlpool Corporation January 1991 - January 1993
Education
Golden Gate University 2007 — 2009
Masters Degree, Human Resources Management
Golden Gate University 2004 — 2007
MBA, Business Adminstration
University of Phoenix 2001 — 2004
BS, Business Management
Pete Dervan Pete Dervan's Fidelity Investments Experience May 2011 - Present
Job Senior Proxy Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Crowe & Dunn November 2008 - May 2011
Office of the Attorney General - Commonwealth of Massachusetts May 2008 - August 2008
Skills
Civil Litigation, Criminal Law, Trials, Legal Issues, Westlaw, Legal Research, Legal Writing, Criminal Defense, Litigation, Appeals, Family Law, Courts, Personal Injury, Patent Litigation, Intellectual Property, Bankruptcy, Commercial Litigation, Competition Law, Trusts, Corporate Law, Mediation
Education
Suffolk University Law School 2007 — 2010
J.D., Law
Gettysburg College 1999 — 2003
B.A., English
Fidelity Investments May 2011 - Present
Crowe & Dunn November 2008 - May 2011
Office of the Attorney General - Commonwealth of Massachusetts May 2008 - August 2008
Skills
Civil Litigation, Criminal Law, Trials, Legal Issues, Westlaw, Legal Research, Legal Writing, Criminal Defense, Litigation, Appeals, Family Law, Courts, Personal Injury, Patent Litigation, Intellectual Property, Bankruptcy, Commercial Litigation, Competition Law, Trusts, Corporate Law, Mediation
Education
Suffolk University Law School 2007 — 2010
J.D., Law
Gettysburg College 1999 — 2003
B.A., English
Kevin MacPherson's Fidelity Investments Experience May 2015 - July 2015
Job Administrative Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - July 2015
Gonzaga University January 2013 - June 2014
Nike May 2013 - August 2013
UPS November 2012 - December 2012
University of Denver September 2012 - November 2012
Tualatin Youth Lacrosse Club January 2010 - January 2012
Skills
Social Media, Coaching, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Finance, Event Management, Fundraising, Non-profits, Sports, Microsoft Word
Education
Gonzaga University 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Entrepreneurship, Senior
University of Denver 2012 — 2012
Tualatin High School 2008 — 2012
HS Diploma, 3.85 GPA
Fidelity Investments May 2015 - July 2015
Gonzaga University January 2013 - June 2014
Nike May 2013 - August 2013
UPS November 2012 - December 2012
University of Denver September 2012 - November 2012
Tualatin Youth Lacrosse Club January 2010 - January 2012
Skills
Social Media, Coaching, Social Networking, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Finance, Event Management, Fundraising, Non-profits, Sports, Microsoft Word
Education
Gonzaga University 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Entrepreneurship, Senior
University of Denver 2012 — 2012
Tualatin High School 2008 — 2012
HS Diploma, 3.85 GPA
Algert Sula's Fidelity Investments Experience July 2011 - August 2012
Job I create things
Industry Design
Experience
Driftt January 2015 - Present
PayPal August 2014 - January 2015
Mustbin March 2013 - August 2014
Pegasystems October 2012 - March 2013
Fidelity Investments July 2011 - August 2012
SignChannel by Scala December 2008 - January 2011
Guitar.com 2010 - 2010
Chestnut Hill Sound, Inc. April 2007 - September 2008
Skills
Graphic Design, User Interface Design, Creative Direction, User Experience, Animation, Illustration, Interaction Design, Mobile Design, HTML, CSS, jQuery, Typography, Information Architecture, Wireframes, Web Design, High Fidelity..., Game Design, Game Development, Framer
Education
Gibbs College 2000 — 2002
Visual Communications
N. Philadelphia Tech 1997 — 1999
Computer Technology/Electrical Systems
Driftt January 2015 - Present
PayPal August 2014 - January 2015
Mustbin March 2013 - August 2014
Pegasystems October 2012 - March 2013
Fidelity Investments July 2011 - August 2012
SignChannel by Scala December 2008 - January 2011
Guitar.com 2010 - 2010
Chestnut Hill Sound, Inc. April 2007 - September 2008
Skills
Graphic Design, User Interface Design, Creative Direction, User Experience, Animation, Illustration, Interaction Design, Mobile Design, HTML, CSS, jQuery, Typography, Information Architecture, Wireframes, Web Design, High Fidelity..., Game Design, Game Development, Framer
Education
Gibbs College 2000 — 2002
Visual Communications
N. Philadelphia Tech 1997 — 1999
Computer Technology/Electrical Systems
Kevin Roveda Kevin Roveda's Fidelity Investments Experience May 2013 - May 2013
Job Global Wealth & Investment Management Operations Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill lynch May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
NBCUniversal, Inc. June 2012 - June 2012
YMCA November 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Leadership, Data Analysis, Financial Analysis, Customer Service, Economics, Teamwork, Market Research, Social Networking, Fundraising, Critical Thinking, Time Management
Education
Gettysburg College 2011 — 2015
Economics, Business, Business/Managerial Economics
Gettysburg College 2011 — 2015
Bachelor's degree, Economics
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill lynch May 2014 - August 2014
Fidelity Investments May 2013 - May 2013
NBCUniversal, Inc. June 2012 - June 2012
YMCA November 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Leadership, Data Analysis, Financial Analysis, Customer Service, Economics, Teamwork, Market Research, Social Networking, Fundraising, Critical Thinking, Time Management
Education
Gettysburg College 2011 — 2015
Economics, Business, Business/Managerial Economics
Gettysburg College 2011 — 2015
Bachelor's degree, Economics
Gregg Pitkin's Fidelity Investments Experience 2004 - January 2011
Job Principal Member of the Technical Staff at CommVault
Industry Financial Services
Experience
CommVault August 2010 - Present
Fidelity Investments 2004 - January 2011
Fidelity Investments 1998 - 2004
Fidelity Investments 1991 - 1997
Fidelity Investments 1990 - 1991
PictureTel 1987 - 1990
Skills
Disaster Recovery, Storage, Shell Scripting, Solaris, Data Center, Enterprise Software, Brocade
Education
Gordon College 1982 — 1988
Bachelor of Science, Computer Science
CommVault August 2010 - Present
Fidelity Investments 2004 - January 2011
Fidelity Investments 1998 - 2004
Fidelity Investments 1991 - 1997
Fidelity Investments 1990 - 1991
PictureTel 1987 - 1990
Skills
Disaster Recovery, Storage, Shell Scripting, Solaris, Data Center, Enterprise Software, Brocade
Education
Gordon College 1982 — 1988
Bachelor of Science, Computer Science
Jeff Welin's Fidelity Investments Experience January 1992 - March 1996
Job Imaging Adminstrator at Salem State College
Industry Education Management
Experience
Salem State College 2010 - Present
Salem State College April 2005 - May 2010
MFS Investment Management March 1996 - April 2005
Fidelity Investments January 1992 - March 1996
Skills
OnBase Certified System..., OnBase Certified..., SQL, PL/SQL, HTML, OnBase Certified..., Higher Education, System Administration, PeopleSoft, Access, Data Warehousing, Training, Microsoft Excel, Business Process, Databases, Testing, Unix, Visio, Analysis, Software Documentation, Data Analysis, Security, Budgets, PeopleTools, Systems Analysis, SharePoint, Business Analysis, Program Management, Editing, Requirements Gathering, Business Intelligence, Project Management, Student Affairs, Programming, Windows, Requirements Analysis, Student Development, Database Design, PowerPoint, Admissions, Staff Development, Leadership, Microsoft Word, Process Improvement, Business Process..., Research, Microsoft SQL Server, Technical Writing, Microsoft Office, Oracle
Education
Gordon College 1979 — 1985
BS, Math
Salem State College 2010 - Present
Salem State College April 2005 - May 2010
MFS Investment Management March 1996 - April 2005
Fidelity Investments January 1992 - March 1996
Skills
OnBase Certified System..., OnBase Certified..., SQL, PL/SQL, HTML, OnBase Certified..., Higher Education, System Administration, PeopleSoft, Access, Data Warehousing, Training, Microsoft Excel, Business Process, Databases, Testing, Unix, Visio, Analysis, Software Documentation, Data Analysis, Security, Budgets, PeopleTools, Systems Analysis, SharePoint, Business Analysis, Program Management, Editing, Requirements Gathering, Business Intelligence, Project Management, Student Affairs, Programming, Windows, Requirements Analysis, Student Development, Database Design, PowerPoint, Admissions, Staff Development, Leadership, Microsoft Word, Process Improvement, Business Process..., Research, Microsoft SQL Server, Technical Writing, Microsoft Office, Oracle
Education
Gordon College 1979 — 1985
BS, Math
Marcia Harlow (Partner Program Strategy) Marcia Harlow (Partner Program Strategy)'s Fidelity Investments Experience June 2006 - April 2009
Job Cisco Solution Partner Program Strategy & Operations
Industry Information Technology and Services
Experience
Cisco Systems September 2011 - Present
Compass Business Strategies, LLC January 2011 - Present
Perquest, Inc. June 2009 - December 2010
Fidelity Investments June 2006 - April 2009
EquaTerra 2005 - 2006
Accenture HR Services October 2004 - September 2005
Self October 2003 - October 2004
ProBusiness February 2001 - October 2003
Simpata September 1999 - February 2001
PeopleSoft June 1995 - September 1999
Skills
Product Strategy, Technology/HRM Marketing, Business Alliances, Social Media Marketing..., Final Cut Pro Editing, HTML, Marketing, Product Management, Marketing Strategy, Social Media Marketing, Product Marketing, Strategic Partnerships, Outsourcing, SaaS, Business Strategy, Strategic Planning, Go-to-market Strategy, Solution Selling, Program Management, Strategy, Human Resources, Online Marketing, CRM, Competitive Analysis, Management, Leadership, Sales Process, SEO, Marketing Communications, B2B Marketing, Sales, Team Leadership, Sales Management, Product Development, Executive Management, Lead Generation, Salesforce.com, Product Launch, Enterprise Software, Business Development, Analytics, Analysis, Cross-functional Team..., Start-ups, Demand Generation, Cloud Computing, Multi-channel Marketing, E-commerce, Thought Leadership, B2B
Education
Golden Gate University
MS, HR Management & Organizational Behavior
San Francisco State University
Social Media Marketing Program
University of Massachusetts Boston
BS, Criminology
Cisco Systems September 2011 - Present
Compass Business Strategies, LLC January 2011 - Present
Perquest, Inc. June 2009 - December 2010
Fidelity Investments June 2006 - April 2009
EquaTerra 2005 - 2006
Accenture HR Services October 2004 - September 2005
Self October 2003 - October 2004
ProBusiness February 2001 - October 2003
Simpata September 1999 - February 2001
PeopleSoft June 1995 - September 1999
Skills
Product Strategy, Technology/HRM Marketing, Business Alliances, Social Media Marketing..., Final Cut Pro Editing, HTML, Marketing, Product Management, Marketing Strategy, Social Media Marketing, Product Marketing, Strategic Partnerships, Outsourcing, SaaS, Business Strategy, Strategic Planning, Go-to-market Strategy, Solution Selling, Program Management, Strategy, Human Resources, Online Marketing, CRM, Competitive Analysis, Management, Leadership, Sales Process, SEO, Marketing Communications, B2B Marketing, Sales, Team Leadership, Sales Management, Product Development, Executive Management, Lead Generation, Salesforce.com, Product Launch, Enterprise Software, Business Development, Analytics, Analysis, Cross-functional Team..., Start-ups, Demand Generation, Cloud Computing, Multi-channel Marketing, E-commerce, Thought Leadership, B2B
Education
Golden Gate University
MS, HR Management & Organizational Behavior
San Francisco State University
Social Media Marketing Program
University of Massachusetts Boston
BS, Criminology
Jason Webber's Fidelity Investments Experience 1996 - February 2000
Job Sr. Talent Acquisition Consultant AECOM
Industry Staffing and Recruiting
Experience
AECOM December 2001 - Present
Storigen Systems November 2000 - September 2001
Quickdot February 2000 - October 2000
Fidelity Investments 1996 - February 2000
Skills
Human Capital, Recruiting, Employee Relations, Project Management, Leadership, Project Planning, Contract Negotiation, Team Building, Program Management, Sustainability, Construction, Energy, Technical Recruiting, Talent Management, Talent Acquisition, Internet Recruiting, Sourcing, Human Resources, CRM, Hiring, Deferred Compensation, College Recruiting, Temporary Placement, Analysis, Management, Business Development, Mergers & Acquisitions, Organizational..., Engineering, Employee Benefits, Consulting, Vendor Management, New Business Development, Business Strategy, Applicant Tracking..., Strategy, Sales, Executive Search, Procurement, Strategic Sourcing, Performance Management, Onboarding, Benefits Negotiation, Personnel Management, Interviews, Temporary Staffing, Job Descriptions, Contract Recruitment, Screening Resumes, Employer Branding
Education
Gordon College 1991 — 1995
BA, Business/ Economics
LCA 1988 — 1991
AECOM December 2001 - Present
Storigen Systems November 2000 - September 2001
Quickdot February 2000 - October 2000
Fidelity Investments 1996 - February 2000
Skills
Human Capital, Recruiting, Employee Relations, Project Management, Leadership, Project Planning, Contract Negotiation, Team Building, Program Management, Sustainability, Construction, Energy, Technical Recruiting, Talent Management, Talent Acquisition, Internet Recruiting, Sourcing, Human Resources, CRM, Hiring, Deferred Compensation, College Recruiting, Temporary Placement, Analysis, Management, Business Development, Mergers & Acquisitions, Organizational..., Engineering, Employee Benefits, Consulting, Vendor Management, New Business Development, Business Strategy, Applicant Tracking..., Strategy, Sales, Executive Search, Procurement, Strategic Sourcing, Performance Management, Onboarding, Benefits Negotiation, Personnel Management, Interviews, Temporary Staffing, Job Descriptions, Contract Recruitment, Screening Resumes, Employer Branding
Education
Gordon College 1991 — 1995
BA, Business/ Economics
LCA 1988 — 1991
Debbie Severance's Fidelity Investments Experience July 2007 - March 2010
Job Building Maintenance Dispatcher at Copper Mountain Resort
Industry Financial Services
Experience
Copper Mountain Resort February 2012 - Present
Copper Mountain Resort October 2010 - April 2011
Fidelity Investments July 2007 - March 2010
Fidelity Investments 2000 - 2007
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Paychex 1988 - 1996
Numerica Savings Bank 1985 - 1988
Skills
Customer Service, Problem Solving, Excel, Microsoft Office, Word, Analysis, Six Sigma, Coaching, Outlook, Payroll
Education
Gordon College 1981 — 1985
BME, music education
Copper Mountain Resort February 2012 - Present
Copper Mountain Resort October 2010 - April 2011
Fidelity Investments July 2007 - March 2010
Fidelity Investments 2000 - 2007
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Paychex 1988 - 1996
Numerica Savings Bank 1985 - 1988
Skills
Customer Service, Problem Solving, Excel, Microsoft Office, Word, Analysis, Six Sigma, Coaching, Outlook, Payroll
Education
Gordon College 1981 — 1985
BME, music education
Nitin Naik's Fidelity Investments Experience 2008 - Present
Job DBA / Enterprise Architect consultant
Industry Information Technology and Services
Experience
Fidelity Investments 2008 - Present
Naik Consulting November 2005 - Present
CMP Media January 2008 - April 2008
Wellington Management Company 2005 - 2007
Transkaryotic Therapies Inc (now Shire Human Genetic Therapies) April 2001 - March 2005
Boston Scientific 2001 - 2001
Consultant at RI Courts 1999 - 2000
Shaws 1994 - 1999
Mehta Corp 1994 - 1995
Skills
Data Warehousing, Oracle, SDLC, Data Modeling, Enterprise Architecture, Data Architecture, SOA, Business Intelligence, Scrum, Agile Methodologies, Software Development, Unix, ETL, Databases, ITIL, Requirements Analysis, Software Project..., Database Design, R, XML, Requirements Gathering
Education
The Johns Hopkins University 2014 — 2015
Goa University 1988 — 1991
MCA
University of Mumbai 1985 — 1988
B. Sc.
Coursera
Coursera
Fidelity Investments 2008 - Present
Naik Consulting November 2005 - Present
CMP Media January 2008 - April 2008
Wellington Management Company 2005 - 2007
Transkaryotic Therapies Inc (now Shire Human Genetic Therapies) April 2001 - March 2005
Boston Scientific 2001 - 2001
Consultant at RI Courts 1999 - 2000
Shaws 1994 - 1999
Mehta Corp 1994 - 1995
Skills
Data Warehousing, Oracle, SDLC, Data Modeling, Enterprise Architecture, Data Architecture, SOA, Business Intelligence, Scrum, Agile Methodologies, Software Development, Unix, ETL, Databases, ITIL, Requirements Analysis, Software Project..., Database Design, R, XML, Requirements Gathering
Education
The Johns Hopkins University 2014 — 2015
Goa University 1988 — 1991
MCA
University of Mumbai 1985 — 1988
B. Sc.
Coursera
Coursera
Melissa (Missy) Carnevale's Fidelity Investments Experience April 2008 - September 2010
Job Digital Marketing Manager at Philips Healthcare
Industry Internet
Experience
Philips Healthcare April 2011 - Present
Philips Healthcare April 2011 - Present
MouseHelp, LLC February 2003 - September 2012
Fidelity Investments April 2008 - September 2010
Fidelity April 2008 - April 2010
MouseHelp, LLC and The Executive Circle, LLC October 2006 - April 2008
Fidelity Investments November 2006 - October 2007
Fidelity Investments eBusiness Design 2006 - 2007
BPW - Nashua 2003 - 2005
ARC July 2001 - September 2002
Skills
SEO, Digital Marketing, E-commerce, Online Advertising, Web Design, Marketing Communications, Web Development, User Interface Design, Cross-functional Team..., Visio, Project Management, Integrated Marketing, Competitive Analysis, Marketing, XML, SQL, Management, Technical Writing, Access, Online Marketing, Content Management, Digital Strategy, Information Architecture, Social Media Marketing, Usability Testing, Internal Communications, Databases, Web Analytics, User Experience
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA
Lesley University 1990 — 1991
MA
Lesley University 1984 — 1987
BS
Regis College 1983 — 1986
BA
Cranston West 1980 — 1983
High School
Philips Healthcare April 2011 - Present
Philips Healthcare April 2011 - Present
MouseHelp, LLC February 2003 - September 2012
Fidelity Investments April 2008 - September 2010
Fidelity April 2008 - April 2010
MouseHelp, LLC and The Executive Circle, LLC October 2006 - April 2008
Fidelity Investments November 2006 - October 2007
Fidelity Investments eBusiness Design 2006 - 2007
BPW - Nashua 2003 - 2005
ARC July 2001 - September 2002
Skills
SEO, Digital Marketing, E-commerce, Online Advertising, Web Design, Marketing Communications, Web Development, User Interface Design, Cross-functional Team..., Visio, Project Management, Integrated Marketing, Competitive Analysis, Marketing, XML, SQL, Management, Technical Writing, Access, Online Marketing, Content Management, Digital Strategy, Information Architecture, Social Media Marketing, Usability Testing, Internal Communications, Databases, Web Analytics, User Experience
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2000
MBA
Lesley University 1990 — 1991
MA
Lesley University 1984 — 1987
BS
Regis College 1983 — 1986
BA
Cranston West 1980 — 1983
High School
Karen Ethridge CISSP, PMP's Fidelity Investments Experience 2000 - 2001
Job IAM Project Management Consultant
Industry Financial Services
Experience
Resources Global 2014 - 2015
Fifth Third Bank 2011 - 2012
FifthThird Bank August 2007 - January 2011
Fifth Third Bank January 2005 - August 2007
Fifth Third Bank 2002 - 2004
Veritude 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Skills
Identity Management, Risk Management, Operations Management, Process Improvement, Management, Security, CISSP, Operational Risk..., Business Analysis, Program Management, Governance, Provisioning, Project Management, Leadership, Information Security, IT Service Management, SDLC, Strategic Planning, Identity Federation, Visio, Training, Software Documentation, Product Management, Team Building, IT Audit, Team Leadership, Technical Writing, Event Management, Risk Analysis, Collaborative Leadership, Six Sigma, Process Engineering, Teamwork, Security Awareness, Secure Authentication, Multi-factor..., Authorization, Tactical Planning, Access Control, Standards Development, MS Project, Waterfall, Security Policy..., Threat Analysis, access vaulting, Single Sign On, SOX Compliancy, PCI Standards, COBIT, SAS70
Education
Golden Gate University 1986 — 1987
MBA
The Ohio State University 1981 — 1986
BS
Resources Global 2014 - 2015
Fifth Third Bank 2011 - 2012
FifthThird Bank August 2007 - January 2011
Fifth Third Bank January 2005 - August 2007
Fifth Third Bank 2002 - 2004
Veritude 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1996 - 2000
Fidelity Investments 1995 - 1996
Skills
Identity Management, Risk Management, Operations Management, Process Improvement, Management, Security, CISSP, Operational Risk..., Business Analysis, Program Management, Governance, Provisioning, Project Management, Leadership, Information Security, IT Service Management, SDLC, Strategic Planning, Identity Federation, Visio, Training, Software Documentation, Product Management, Team Building, IT Audit, Team Leadership, Technical Writing, Event Management, Risk Analysis, Collaborative Leadership, Six Sigma, Process Engineering, Teamwork, Security Awareness, Secure Authentication, Multi-factor..., Authorization, Tactical Planning, Access Control, Standards Development, MS Project, Waterfall, Security Policy..., Threat Analysis, access vaulting, Single Sign On, SOX Compliancy, PCI Standards, COBIT, SAS70
Education
Golden Gate University 1986 — 1987
MBA
The Ohio State University 1981 — 1986
BS
Faith Crosby's Fidelity Investments Experience December 2003 - Present
Job
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
IBM Rational Software 2000 - 2003
Iron Mountain January 1998 - December 2000
MFS Investment Management 1990 - 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, PMO, Requirements Analysis, SDLC, Business Process..., Change Management, Project Management, PMP, Software Project..., Financial Services, Program Management, Strategic Planning
Education
Boston University 2011 — 2011
PMP, # 1514990, Project Management
Gordon College
Bachelor of Arts (BA), Business Administration, Management and Operations
Fidelity Investments December 2003 - Present
IBM Rational Software 2000 - 2003
Iron Mountain January 1998 - December 2000
MFS Investment Management 1990 - 1996
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, PMO, Requirements Analysis, SDLC, Business Process..., Change Management, Project Management, PMP, Software Project..., Financial Services, Program Management, Strategic Planning
Education
Boston University 2011 — 2011
PMP, # 1514990, Project Management
Gordon College
Bachelor of Arts (BA), Business Administration, Management and Operations
Derek Day's Fidelity Investments Experience 2004 - 2004
Job Ideator, Application Developer, and Support Specialist at InterSystems Corperation
Industry Computer Software
Experience
InterSystems January 2012 - Present
InterSystems June 2005 - January 2012
Grace Chapel September 2005 - October 2008
Fidelity Investments 2004 - 2004
Wellington Management Corporation May 2003 - 2004
Pearson Education / Family Education Network 2003 - 2004
Day Enterprises 2001 - 2003
Camp Turing November 1999 - August 2001
The Golf Network May 2000 - January 2001
Hambrecht Associates 1996 - 1999
Skills
Integration, Agile Methodologies, Programming, Software Project..., Databases
Education
Gordon College 1997 — 2000
Computer Science, Mathematics, Physics
InterSystems January 2012 - Present
InterSystems June 2005 - January 2012
Grace Chapel September 2005 - October 2008
Fidelity Investments 2004 - 2004
Wellington Management Corporation May 2003 - 2004
Pearson Education / Family Education Network 2003 - 2004
Day Enterprises 2001 - 2003
Camp Turing November 1999 - August 2001
The Golf Network May 2000 - January 2001
Hambrecht Associates 1996 - 1999
Skills
Integration, Agile Methodologies, Programming, Software Project..., Databases
Education
Gordon College 1997 — 2000
Computer Science, Mathematics, Physics
Kedar Panandikar's Fidelity Investments Experience 2004 - Present
Job Kedar Panandikar at Patni computer Systems
Industry Financial Services
Experience
Patni computer Systems Feb XCo QAFidelity Business Services India2004 - Present
Fidelity Investments 2004 - Present
Education
Goa University 2002 — 2007
Patni computer Systems Feb XCo QAFidelity Business Services India2004 - Present
Fidelity Investments 2004 - Present
Education
Goa University 2002 — 2007
Eric Schult's Fidelity Investments Experience August 2010 - Present
Job Director, Architecture at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2010 - Present
State Street Bank 2000 - August 2010
State Street Corporation / Global Link 2000 - August 2010
State Street Global Markets/E-Exchange 2000 - August 2010
Global Link 2000 - January 2009
State Street Global Markets 2000 - 2009
State Street 2003 - 2006
Bridge Information Systems June 1998 - March 2000
Market Vision June 1991 - June 1998
Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis
Education
Gordon College 1986 — 1990
Bachelor of Science (BS)
Fidelity Investments August 2010 - Present
State Street Bank 2000 - August 2010
State Street Corporation / Global Link 2000 - August 2010
State Street Global Markets/E-Exchange 2000 - August 2010
Global Link 2000 - January 2009
State Street Global Markets 2000 - 2009
State Street 2003 - 2006
Bridge Information Systems June 1998 - March 2000
Market Vision June 1991 - June 1998
Skills
Software Development, SDLC, Quality Assurance, Market Data, Unix, Agile Methodologies, Enterprise Architecture, Business Analysis
Education
Gordon College 1986 — 1990
Bachelor of Science (BS)
Grant Kaley's Fidelity Investments Experience January 2011 - May 2015
Job Vice President, Program Management at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable May 2015 - Present
Fidelity Investments January 2011 - May 2015
Fidelity Investments June 2006 - January 2011
Belltower Labs Inc April 2008 - April 2010
Fidelity Investments August 2004 - June 2007
Skills
SaaS, Product Management, Program Management, Cross-functional Team..., Product Lifecycle..., Business Planning, Strategy, Financial Services, Product Marketing, CRM, Strategic Partnerships, Analytics, Project Management, Competitive Analysis, Vendor Management, Process Improvement, Customer Satisfaction, Leadership, Business Analysis, Management, Strategic Planning
Education
North Carolina State University 2006 — 2008
MBA, Marketing/Innovation
Gettysburg College 1988 — 1992
BA, Psychology
Fidelity Charitable May 2015 - Present
Fidelity Investments January 2011 - May 2015
Fidelity Investments June 2006 - January 2011
Belltower Labs Inc April 2008 - April 2010
Fidelity Investments August 2004 - June 2007
Skills
SaaS, Product Management, Program Management, Cross-functional Team..., Product Lifecycle..., Business Planning, Strategy, Financial Services, Product Marketing, CRM, Strategic Partnerships, Analytics, Project Management, Competitive Analysis, Vendor Management, Process Improvement, Customer Satisfaction, Leadership, Business Analysis, Management, Strategic Planning
Education
North Carolina State University 2006 — 2008
MBA, Marketing/Innovation
Gettysburg College 1988 — 1992
BA, Psychology
Josh Kanter's Fidelity Investments Experience September 2014 - Present
Job Freelance Senior Copywriter at AMP Agency
Industry Marketing and Advertising
Experience
Fidelity Investments September 2014 - Present
Museum of Fine Arts, Boston May 2014 - Present
Saucony February 2014 - September 2014
Suffolk University January 2014 - April 2014
SapientNitro January 2013 - November 2013
Timberland September 2011 - November 2013
Strayer University July 2012 - February 2013
Digitas December 2011 - January 2013
BzzAgent October 2011 - December 2011
Almighty January 2011 - October 2011
Skills
Copywriting, Advertising, Interactive Advertising, Creative Strategy, Creative Direction, Digital Strategy, Digital Marketing, Integrated Marketing, Art Direction, Outdoor Advertising, Interactive Marketing, Social Media Marketing, Social Media, Content Strategy, Email Marketing, Online Advertising, Facebook, Marketing Communications, Blogging, Marketing Copy, Digital Media, Adobe Creative Suite, Brochures
Education
Miami Ad School: San Francisco 2006 — 2008
Portfolio, Copywriting, Advertising, Marketing
Goucher College 2000 — 2004
BA, Advertising/Communications, European History
University of Copenhagen 2003 — 2003
European History & Film/Danish Language
Fidelity Investments September 2014 - Present
Museum of Fine Arts, Boston May 2014 - Present
Saucony February 2014 - September 2014
Suffolk University January 2014 - April 2014
SapientNitro January 2013 - November 2013
Timberland September 2011 - November 2013
Strayer University July 2012 - February 2013
Digitas December 2011 - January 2013
BzzAgent October 2011 - December 2011
Almighty January 2011 - October 2011
Skills
Copywriting, Advertising, Interactive Advertising, Creative Strategy, Creative Direction, Digital Strategy, Digital Marketing, Integrated Marketing, Art Direction, Outdoor Advertising, Interactive Marketing, Social Media Marketing, Social Media, Content Strategy, Email Marketing, Online Advertising, Facebook, Marketing Communications, Blogging, Marketing Copy, Digital Media, Adobe Creative Suite, Brochures
Education
Miami Ad School: San Francisco 2006 — 2008
Portfolio, Copywriting, Advertising, Marketing
Goucher College 2000 — 2004
BA, Advertising/Communications, European History
University of Copenhagen 2003 — 2003
European History & Film/Danish Language
David Coyne's Fidelity Investments Experience 2011 - Present
Job EVP, National Branch Network at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments January 2009 - December 2010
Fidelity Investments May 2003 - December 2008
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Financial Services, Investments, Asset Allocation, Retirement Planning, Risk Management
Education
Gettysburg College 1987 — 1991
Fidelity Investments 2011 - Present
Fidelity Investments January 2009 - December 2010
Fidelity Investments May 2003 - December 2008
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Financial Services, Investments, Asset Allocation, Retirement Planning, Risk Management
Education
Gettysburg College 1987 — 1991
Micah Fultz's Fidelity Investments Experience January 2000 - Present
Job Solution Architect at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments January 2000 - Present
Skills
Requirements Gathering, Agile Methodologies, Requirements Analysis, Functional..., Outsourcing, Manage Client...
Education
Gordon College 1993 — 1998
NLCS
Fidelity Investments January 2000 - Present
Skills
Requirements Gathering, Agile Methodologies, Requirements Analysis, Functional..., Outsourcing, Manage Client...
Education
Gordon College 1993 — 1998
NLCS
Craig Allan's Fidelity Investments Experience September 1993 - April 1994
Job Project Manager Operations Change Management
Industry Financial Services
Experience
Royal Bank of Scotland May 2009 - Present
JPMorgan Chase March 2005 - November 2009
Fidelity Investments September 1993 - April 1994
UBS May 1992 - August 1993
Moore Paragon March 1992 - May 1992
Lloyds TSB Bank plc January 1991 - September 1991
Bell Lawrie White & Co January 1990 - September 1990
Hill Samuel Investment Management February 1989 - December 1989
Clarke & Tilley Limited (now DST International) October 1986 - February 1989
IBM July 1984 - July 1985
Skills
Derivatives, SDLC, Requirements Analysis, Interest Rate..., Fixed Income, Investment Banking, Credit Derivatives, Business Process..., FX Options, Business Analysis, Risk Management, User Acceptance Testing, Financial Risk, Relationship Management, SQL, Business Requirements, Trading Systems, Rates, Project Management, IT Strategy, Change Management, Middle Office, Visio, Business Process..., Agile Methodologies, Program Management, Portfolio Management, Equity Derivatives, Software Project..., Stakeholder Management, Prime Brokerage, Requirements Gathering, IBM iSeries, PMO, Project Portfolio..., Reference Data, Sybase, RPG, Back Office, Project Delivery, Market Data, Swaps, Banking, Valuation, Vendor Management, Integration, RAD, Process Improvement, MS Project, AS400 system
Education
Glasgow Caledonian University 1982 — 1986
Bachelor of Science, Computer Information Systems
Royal Bank of Scotland May 2009 - Present
JPMorgan Chase March 2005 - November 2009
Fidelity Investments September 1993 - April 1994
UBS May 1992 - August 1993
Moore Paragon March 1992 - May 1992
Lloyds TSB Bank plc January 1991 - September 1991
Bell Lawrie White & Co January 1990 - September 1990
Hill Samuel Investment Management February 1989 - December 1989
Clarke & Tilley Limited (now DST International) October 1986 - February 1989
IBM July 1984 - July 1985
Skills
Derivatives, SDLC, Requirements Analysis, Interest Rate..., Fixed Income, Investment Banking, Credit Derivatives, Business Process..., FX Options, Business Analysis, Risk Management, User Acceptance Testing, Financial Risk, Relationship Management, SQL, Business Requirements, Trading Systems, Rates, Project Management, IT Strategy, Change Management, Middle Office, Visio, Business Process..., Agile Methodologies, Program Management, Portfolio Management, Equity Derivatives, Software Project..., Stakeholder Management, Prime Brokerage, Requirements Gathering, IBM iSeries, PMO, Project Portfolio..., Reference Data, Sybase, RPG, Back Office, Project Delivery, Market Data, Swaps, Banking, Valuation, Vendor Management, Integration, RAD, Process Improvement, MS Project, AS400 system
Education
Glasgow Caledonian University 1982 — 1986
Bachelor of Science, Computer Information Systems
Ameer Sulaiman's Fidelity Investments Experience 1996 - 1997
Job Sr. Enterprise Architect at Philips Home Healthcare Solutions
Industry Health, Wellness and Fitness
Experience
Philips - Home Healthcare Solutions January 2010 - Present
Philips - Home Healthcare Solutions March 2008 - December 2009
Philips Lifeline July 2004 - March 2008
Lifeline Systems 2002 - 2004
Lifeline Systems 1997 - 2002
Fidelity Investments 1996 - 1997
American Student Assistance 1991 - 1996
Skills
Java, Enterprise Architecture, System Architecture, Agile Methodologies, Software Development, Requirements Analysis, Testing, Oracle SQL, SDLC, SQL, Project Management, Software Quality..., Process Improvement, Software Project..., Business Analysis, Product Development, Test Automation, User Acceptance Testing, XMPP, Virtualization, Virtual Teams, Microsoft SQL Server, Rhapsody, Sun One LDAP, Genesys, CTI, High Availability..., Oracle, PL/SQL, Strategy, Integration, Cross-functional Team..., SOA, Architectures, Architecture
Education
University of Massachusetts, Amherst 1990 — 1991
MS, Computer Systems Engineering
University of Denver 1984 — 1988
BS, Electrical Engineering
Gordon College 1982 — 1984
FSc, Engineering
Saint Mary's Academy 1971 — 1981
GCE ( O levels)
Philips - Home Healthcare Solutions January 2010 - Present
Philips - Home Healthcare Solutions March 2008 - December 2009
Philips Lifeline July 2004 - March 2008
Lifeline Systems 2002 - 2004
Lifeline Systems 1997 - 2002
Fidelity Investments 1996 - 1997
American Student Assistance 1991 - 1996
Skills
Java, Enterprise Architecture, System Architecture, Agile Methodologies, Software Development, Requirements Analysis, Testing, Oracle SQL, SDLC, SQL, Project Management, Software Quality..., Process Improvement, Software Project..., Business Analysis, Product Development, Test Automation, User Acceptance Testing, XMPP, Virtualization, Virtual Teams, Microsoft SQL Server, Rhapsody, Sun One LDAP, Genesys, CTI, High Availability..., Oracle, PL/SQL, Strategy, Integration, Cross-functional Team..., SOA, Architectures, Architecture
Education
University of Massachusetts, Amherst 1990 — 1991
MS, Computer Systems Engineering
University of Denver 1984 — 1988
BS, Electrical Engineering
Gordon College 1982 — 1984
FSc, Engineering
Saint Mary's Academy 1971 — 1981
GCE ( O levels)
Lauren Workman's Fidelity Investments Experience July 2011 - Present
Job Director of Creative Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2000 - July 2011
Fidelity Investments January 1999 - August 2000
Fidelity Investments July 1998 - January 1999
Skills
Photoshop, InDesign, Illustrator, Dreamweaver, Adobe Acrobat, Microsoft Office, Microsoft Excel, PowerPoint, Brand Development, Brand Management, Creative Direction, Art Direction, Drawing, Management, Project Management, User Interface Design
Education
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Studio Art and Art History
Syracuse University 1997 — 1997
Semester Abroad in Florence, Italy, Studio Art and Art History
Conestoga High School 1991 — 1994
Fidelity Investments July 2011 - Present
Fidelity Investments August 2000 - July 2011
Fidelity Investments January 1999 - August 2000
Fidelity Investments July 1998 - January 1999
Skills
Photoshop, InDesign, Illustrator, Dreamweaver, Adobe Acrobat, Microsoft Office, Microsoft Excel, PowerPoint, Brand Development, Brand Management, Creative Direction, Art Direction, Drawing, Management, Project Management, User Interface Design
Education
Gettysburg College 1994 — 1998
Bachelor of Arts (B.A.), Studio Art and Art History
Syracuse University 1997 — 1997
Semester Abroad in Florence, Italy, Studio Art and Art History
Conestoga High School 1991 — 1994
Jack Herrmann, M.B.A.'s Fidelity Investments Experience May 2015 - Present
Job Regional Director, Private Wealth Management
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
E*TRADE Financial December 2013 - May 2014
E*TRADE Financial April 2012 - December 2013
E*TRADE Financial March 2011 - March 2012
E*TRADE Financial September 2009 - March 2011
E*TRADE Financial March 2007 - September 2009
Ameriprise Financial Inc February 2005 - March 2007
BDP International July 2004 - November 2004
Skills
Business Relationship..., Sales Management, Series 7, Series 9, Series 10, Series 24, Series 66, Investment Advisory, Financial Planning, Investments, Wealth Management, 401k
Education
Temple University - Fox School of Business and Management 2008 — 2011
M.B.A., Finance, 3.58
Gettysburg College 2000 — 2004
B.A., Economics, Minor in Spanish
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
E*TRADE Financial December 2013 - May 2014
E*TRADE Financial April 2012 - December 2013
E*TRADE Financial March 2011 - March 2012
E*TRADE Financial September 2009 - March 2011
E*TRADE Financial March 2007 - September 2009
Ameriprise Financial Inc February 2005 - March 2007
BDP International July 2004 - November 2004
Skills
Business Relationship..., Sales Management, Series 7, Series 9, Series 10, Series 24, Series 66, Investment Advisory, Financial Planning, Investments, Wealth Management, 401k
Education
Temple University - Fox School of Business and Management 2008 — 2011
M.B.A., Finance, 3.58
Gettysburg College 2000 — 2004
B.A., Economics, Minor in Spanish
Janis Falconer's Fidelity Investments Experience Principal AnalystFidelity InvestmentsOctober 2005 - May 2007
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Principal AnalystFidelity InvestmentsOctober 2005 - May 2007
Countrywide Mortgage Services 2004 - 2004
IBM 1989 - 1993
Skills
Requirements Gathering, SDLC, Vendor Management, Software Project..., Agile Methodologies, Visio, Requirements Analysis, Business Analysis, Project Management, Agile Project Management, Process Flow, Functional..., Brainstorm Facilitation
Education
Grambling State University 1978 — 1981
B.S., Information Systems
Booker T. Washington High School 1975 — 1978
Diploma
Fidelity Investments Principal AnalystFidelity InvestmentsOctober 2005 - May 2007
Countrywide Mortgage Services 2004 - 2004
IBM 1989 - 1993
Skills
Requirements Gathering, SDLC, Vendor Management, Software Project..., Agile Methodologies, Visio, Requirements Analysis, Business Analysis, Project Management, Agile Project Management, Process Flow, Functional..., Brainstorm Facilitation
Education
Grambling State University 1978 — 1981
B.S., Information Systems
Booker T. Washington High School 1975 — 1978
Diploma
Caroline Hanson, MBA, MS's Fidelity Investments Experience November 2009 - December 2012
Job Senior Business Systems Analyst at American Airlines
Industry Financial Services
Experience
Fidelity Investments November 2009 - December 2012
Fidelity Investments September 2007 - December 2008
Flooring Designs 2001 - 2007
Southwestern Illinois College 1992 - 1998
United States Air Force 1978 - 1992
Skills
Business Intelligence, Data Analysis, Data Visualization, Metrics, Tableau, Business Analysis, Requirements Analysis, Quality Assurance, Systems Analysis, Process Improvement, SDLC, Financial Services, Project Management, Operational Excellence, Leadership, Oracle, Analysis, Access, User Acceptance Testing, Requirements Gathering, Forecasting, Business Process...
Education
Air Force Institute of Technology 1988 — 1989
MS, Cost Analysis
Golden Gate University 1982 — 1983
MBA, Business Administration
University of California, Los Angeles 1974 — 1978
BA, Economics
Fidelity Investments November 2009 - December 2012
Fidelity Investments September 2007 - December 2008
Flooring Designs 2001 - 2007
Southwestern Illinois College 1992 - 1998
United States Air Force 1978 - 1992
Skills
Business Intelligence, Data Analysis, Data Visualization, Metrics, Tableau, Business Analysis, Requirements Analysis, Quality Assurance, Systems Analysis, Process Improvement, SDLC, Financial Services, Project Management, Operational Excellence, Leadership, Oracle, Analysis, Access, User Acceptance Testing, Requirements Gathering, Forecasting, Business Process...
Education
Air Force Institute of Technology 1988 — 1989
MS, Cost Analysis
Golden Gate University 1982 — 1983
MBA, Business Administration
University of California, Los Angeles 1974 — 1978
BA, Economics
M. Eric Mollenhauer, CFA's Fidelity Investments Experience 2003 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2003 - Present
Education
Gordon College 1989 — 1993
Bachelor of Arts (BA), Business Administration
Fidelity Investments 2003 - Present
Education
Gordon College 1989 — 1993
Bachelor of Arts (BA), Business Administration
Doug Loveland, CFA's Fidelity Investments Experience November 2003 - July 2007
Job Principal at Siguler Guff & Company
Industry Investment Management
Experience
Siguler Guff & Company March 2014 - Present
Siguler Guff & Company May 2011 - March 2014
WisdomTree Asset Management February 2010 - May 2011
WisdomTree Asset Management July 2007 - February 2010
Fidelity Investments November 2003 - July 2007
Education
Gettysburg College 1999 — 2003
BA Economics, Economics
Siguler Guff & Company March 2014 - Present
Siguler Guff & Company May 2011 - March 2014
WisdomTree Asset Management February 2010 - May 2011
WisdomTree Asset Management July 2007 - February 2010
Fidelity Investments November 2003 - July 2007
Education
Gettysburg College 1999 — 2003
BA Economics, Economics
Marc Kelleher's Fidelity Investments Experience 2005 - 2008
Job Health & Benefits Implementation Requirements Specialist at Mercer Management Consulting
Industry Human Resources
Experience
Mercer Management Consulting June 2015 - Present
Mercer February 2008 - June 2015
Tage Inn June 2000 - March 2008
Fidelity Investments 2005 - 2008
Skills
Benefits Administration, Employee Benefits, 401k, Customer Service, Defined Benefit, Employee Relations, HRIS, Human Resources, Leadership, Performance Management, Process Improvement, Training, Vendor Management
Education
Gibbs College 2003 — 2005
Associates, Business Management
Mercer Management Consulting June 2015 - Present
Mercer February 2008 - June 2015
Tage Inn June 2000 - March 2008
Fidelity Investments 2005 - 2008
Skills
Benefits Administration, Employee Benefits, 401k, Customer Service, Defined Benefit, Employee Relations, HRIS, Human Resources, Leadership, Performance Management, Process Improvement, Training, Vendor Management
Education
Gibbs College 2003 — 2005
Associates, Business Management
Dhanalakshmi Avva's Fidelity Investments Experience June 2014 - Present
Job System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Franklin Templeton Investments August 2012 - December 2013
Mellon Capital Management December 2006 - August 2012
Skills
SDLC, Bloomberg, Asset Management, Business Analysis, Equities, Fixed Income, SQL, Portfolio Management, Hedge Funds, Derivatives, VBA, SharePoint, Financial Services, Asset Allocation, Vendor Management
Education
Golden Gate University 2008 — 2008
BIT, Information Technology
Fidelity Investments June 2014 - Present
Franklin Templeton Investments August 2012 - December 2013
Mellon Capital Management December 2006 - August 2012
Skills
SDLC, Bloomberg, Asset Management, Business Analysis, Equities, Fixed Income, SQL, Portfolio Management, Hedge Funds, Derivatives, VBA, SharePoint, Financial Services, Asset Allocation, Vendor Management
Education
Golden Gate University 2008 — 2008
BIT, Information Technology
Neeley Stanton's Fidelity Investments Experience 1998 - 1999
Job AVP HR & Training at Midcoast Federal Credit Union
Industry Human Resources
Experience
Midcoast Federal Credit Union October 2014 - Present
Cozy Harbor Seafood May 2014 - October 2014
Cianbro Corporation October 2008 - April 2014
Chesapeake HR Association (CHRA) 2004 - December 2013
Maxalea, Inc August 2004 - October 2008
BHS Corrugated June 2002 - August 2004
YAFO Networks 1999 - 2001
Fidelity Investments 1998 - 1999
Skills
Employee Relations, Human Resources, Talent Management, Deferred Compensation, Succession Planning, Recruiting, Performance Management, Organizational..., Talent Acquisition, HRIS, Employee Engagement, Leadership Development, Conflict Resolution, Workers Compensation, Onboarding, Management, Workforce Planning, Personnel Management, New Hire Orientations
Education
Loyola College in Maryland 2005 — 2010
MBA, Business Administration, Management and Operations
Gordon College 1994 — 1998
BA, Spanish
Midcoast Federal Credit Union October 2014 - Present
Cozy Harbor Seafood May 2014 - October 2014
Cianbro Corporation October 2008 - April 2014
Chesapeake HR Association (CHRA) 2004 - December 2013
Maxalea, Inc August 2004 - October 2008
BHS Corrugated June 2002 - August 2004
YAFO Networks 1999 - 2001
Fidelity Investments 1998 - 1999
Skills
Employee Relations, Human Resources, Talent Management, Deferred Compensation, Succession Planning, Recruiting, Performance Management, Organizational..., Talent Acquisition, HRIS, Employee Engagement, Leadership Development, Conflict Resolution, Workers Compensation, Onboarding, Management, Workforce Planning, Personnel Management, New Hire Orientations
Education
Loyola College in Maryland 2005 — 2010
MBA, Business Administration, Management and Operations
Gordon College 1994 — 1998
BA, Spanish
Christopher North, CFP®'s Fidelity Investments Experience July 2003 - February 2012
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. February 2012 - Present
Fidelity Investments July 2003 - February 2012
Education
Gettysburg College 1990 — 1993
Bachelors, Philosophy Major
CFP®
Creative Planning Inc. February 2012 - Present
Fidelity Investments July 2003 - February 2012
Education
Gettysburg College 1990 — 1993
Bachelors, Philosophy Major
CFP®
Erin Dennis's Fidelity Investments Experience June 2004 - February 2009
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon June 2009 - Present
Fidelity Investments June 2004 - February 2009
Fidelity Investments May 2001 - May 2004
Fidelity Investments July 1998 - May 2001
First Data Corporation January 1992 - May 1996
Skills
Access, Relational Databases, HRIS, Lotus Notes, PeopleSoft, Requirements Analysis, Visio, Process Improvement, SQL, SDLC
Education
Gordon College
Epsilon June 2009 - Present
Fidelity Investments June 2004 - February 2009
Fidelity Investments May 2001 - May 2004
Fidelity Investments July 1998 - May 2001
First Data Corporation January 1992 - May 1996
Skills
Access, Relational Databases, HRIS, Lotus Notes, PeopleSoft, Requirements Analysis, Visio, Process Improvement, SQL, SDLC
Education
Gordon College
Barbara Mascialino's Fidelity Investments Experience October 1989 - June 2003
Job President at Entre Nous, LLC
Industry Health, Wellness and Fitness
Experience
Entre Nous, LLC April 2013 - Present
Fitness & Wellness Professional Services 2011 - May 2013
Fidelity Investments October 1989 - June 2003
Skills
Fitness, Wellness Coaching, Strength Training, Wellness, Weight, Health Education, Holistic Health, Fitness Training, Lifestyle, Exercise Physiology, Wellbeing, Customer Service, Personal Training, Coaching, Nutrition, Sports, Athletics, Public Speaking, Nutrition Education, Cardio, Reiki Master Various..., Project Management, Project Planning, Tax Services
Education
Georgian Court College 2008 — 2010
Master of Arts (MA), Holistic Health Studies
New York University 1983 — 1987
Bachelor of Arts (BA), Political Science/Philosophy
Entre Nous, LLC April 2013 - Present
Fitness & Wellness Professional Services 2011 - May 2013
Fidelity Investments October 1989 - June 2003
Skills
Fitness, Wellness Coaching, Strength Training, Wellness, Weight, Health Education, Holistic Health, Fitness Training, Lifestyle, Exercise Physiology, Wellbeing, Customer Service, Personal Training, Coaching, Nutrition, Sports, Athletics, Public Speaking, Nutrition Education, Cardio, Reiki Master Various..., Project Management, Project Planning, Tax Services
Education
Georgian Court College 2008 — 2010
Master of Arts (MA), Holistic Health Studies
New York University 1983 — 1987
Bachelor of Arts (BA), Political Science/Philosophy
Johnny Melasecca, CFP®'s Fidelity Investments Experience June 2005 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Vanguard September 1998 - June 2005
MetLife Financial Services January 1996 - September 1998
Education
Goldey-Beacom College
Fidelity Investments June 2005 - Present
Vanguard September 1998 - June 2005
MetLife Financial Services January 1996 - September 1998
Education
Goldey-Beacom College
Ben Huston, CFP®'s Fidelity Investments Experience 2011 - Present
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Wells Real Estate Funds November 2009 - March 2011
Morgan Keegan April 2007 - May 2009
National Park Service May 2005 - April 2007
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Personal Financial Planning
The University of Georgia 2001 — 2006
BS, Ecology
Fidelity Investments 2011 - Present
Wells Real Estate Funds November 2009 - March 2011
Morgan Keegan April 2007 - May 2009
National Park Service May 2005 - April 2007
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Personal Financial Planning
The University of Georgia 2001 — 2006
BS, Ecology
Jennie Hunsberger's Fidelity Investments Experience October 2013 - Present
Job Vice President Defined Contribution Investment Only at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
ADP January 2011 - September 2013
ING November 2009 - April 2011
Lincoln Financial Distributors March 2007 - June 2009
Ryan Beck & Co. March 2003 - March 2007
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Investment Strategies, Business Planning, Financial Advisory, Insurance, New Business Development, Fixed Income, Sales Management, Sales, CRM, Strategic Planning, 401k, Marketing, Management, Employee Benefits, Series 63, Defined Benefit, Benchmarking, Deferred Compensation
Education
Gettysburg College
Economics, Economics and International Relations
Fidelity Investments October 2013 - Present
ADP January 2011 - September 2013
ING November 2009 - April 2011
Lincoln Financial Distributors March 2007 - June 2009
Ryan Beck & Co. March 2003 - March 2007
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Investment Strategies, Business Planning, Financial Advisory, Insurance, New Business Development, Fixed Income, Sales Management, Sales, CRM, Strategic Planning, 401k, Marketing, Management, Employee Benefits, Series 63, Defined Benefit, Benchmarking, Deferred Compensation
Education
Gettysburg College
Economics, Economics and International Relations
Apurv Tripathi's Fidelity Investments Experience January 2007 - Present
Job Technology Lead at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Fidelity Investments January 2007 - Present
Infosys Technologies Ltd October 2003 - Present
Skills
Requirements Analysis, SDLC, Oracle E-Business Suite, PL/SQL, Requirements Gathering, SOA, Software Project...
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1999 — 2003
B.Tech., Civil Engg.
Fidelity Investments January 2007 - Present
Infosys Technologies Ltd October 2003 - Present
Skills
Requirements Analysis, SDLC, Oracle E-Business Suite, PL/SQL, Requirements Gathering, SOA, Software Project...
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1999 — 2003
B.Tech., Civil Engg.
Sherrin Guy's Fidelity Investments Experience February 2001 - October 2002
Job Professional Copy/Content Writer Editor
Industry Arts and Crafts
Experience
PORTAVOCE PUBLIC RELATIONS July 2014 - Present
FINE Magazine June 2014 - Present
HEIDI RUSSELL RAFFERTY – FREELANCE JOURNALIST January 2009 - June 2009
Leisure Travel News Magazine February 2003 - November 2004
Fidelity Investments February 2001 - October 2002
Skills
Creative Writing, Writing News,, Writing Blogs, Writing marketing..., Writing press releases, Editing all..., Creative Writer-poetry, Fine Artist, Writing, Press Releases, Publications, Journalism, Magazines, Social Media, Research, Public Speaking, Editing, Freelance Writing
Education
Goldsmiths College, U. of London 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
PORTAVOCE PUBLIC RELATIONS July 2014 - Present
FINE Magazine June 2014 - Present
HEIDI RUSSELL RAFFERTY – FREELANCE JOURNALIST January 2009 - June 2009
Leisure Travel News Magazine February 2003 - November 2004
Fidelity Investments February 2001 - October 2002
Skills
Creative Writing, Writing News,, Writing Blogs, Writing marketing..., Writing press releases, Editing all..., Creative Writer-poetry, Fine Artist, Writing, Press Releases, Publications, Journalism, Magazines, Social Media, Research, Public Speaking, Editing, Freelance Writing
Education
Goldsmiths College, U. of London 1986 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Colledra Brown's Fidelity Investments Experience August 2006 - August 2007
Job Coppell ISD
Industry Primary/Secondary Education
Experience
Attitudes & Attire September 2007 - Present
Milliman February 2008 - January 2014
The Junior League of Dallas May 2011 - May 2013
Fidelity Investments August 2006 - August 2007
DeVry University April 2001 - October 2004
Zale October 2000 - April 2001
Skills
Pensions, Retirement Planning, 401k, Retirement, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Contract Negotiation, Mortgage Lending, Defined Contribution, Event Planning, Public Relations, Research, Public Speaking
Education
Grambling State University 1994 — 1998
BA, Mass Communication - PR
Attitudes & Attire September 2007 - Present
Milliman February 2008 - January 2014
The Junior League of Dallas May 2011 - May 2013
Fidelity Investments August 2006 - August 2007
DeVry University April 2001 - October 2004
Zale October 2000 - April 2001
Skills
Pensions, Retirement Planning, 401k, Retirement, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Contract Negotiation, Mortgage Lending, Defined Contribution, Event Planning, Public Relations, Research, Public Speaking
Education
Grambling State University 1994 — 1998
BA, Mass Communication - PR
Chow Karim's Fidelity Investments Experience 2005 - 2005
Job Sr. Portfolio Administrator
Industry Financial Services
Experience
Dalton Investments March 2012 - Present
Bank of New York Mellon November 2007 - March 2012
State Street Bank 2006 - 2007
Fidelity Investments 2005 - 2005
American Express June 2003 - August 2003
Skills
Investments, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Fund Administration, Fund Accounting, Equities, Alternative Investments, Bloomberg, Asset Management, Securities, Asset Allocation, Mutual Funds, Financial Services, Finance, Financial Reporting, Equity Research, Investment Strategies, Trading, Bonds, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Scholastica
Dalton Investments March 2012 - Present
Bank of New York Mellon November 2007 - March 2012
State Street Bank 2006 - 2007
Fidelity Investments 2005 - 2005
American Express June 2003 - August 2003
Skills
Investments, Asset Managment, Portfolio Management, Capital Markets, Derivatives, Hedge Funds, Fixed Income, Fund Administration, Fund Accounting, Equities, Alternative Investments, Bloomberg, Asset Management, Securities, Asset Allocation, Mutual Funds, Financial Services, Finance, Financial Reporting, Equity Research, Investment Strategies, Trading, Bonds, Investment Management
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
Bachelor of Business Administration (BBA), Finance
Scholastica
Vrej Dorian's Fidelity Investments Experience July 2006 - August 2007
Job at Genzyme
Industry Biotechnology
Experience
Genzyme November 2010 - Present
Siemens September 2007 - August 2008
Fidelity Investments July 2006 - August 2007
AT&T 2000 - 2005
Skills
Troubleshooting, IT Operations, Vendor Management, Process Improvement, Problem Solving, Windows, Project Planning, Budgets, Project Management, Construction, GMP, Biotechnology, Pharmaceutical Industry, Electronics, Sop, Trackwise, Integration, Biopharmaceuticals, Instrumentation, SOP, Validation, FDA
Education
Glendale Community College
Associate's degree
Genzyme November 2010 - Present
Siemens September 2007 - August 2008
Fidelity Investments July 2006 - August 2007
AT&T 2000 - 2005
Skills
Troubleshooting, IT Operations, Vendor Management, Process Improvement, Problem Solving, Windows, Project Planning, Budgets, Project Management, Construction, GMP, Biotechnology, Pharmaceutical Industry, Electronics, Sop, Trackwise, Integration, Biopharmaceuticals, Instrumentation, SOP, Validation, FDA
Education
Glendale Community College
Associate's degree
Flint Wixson's Fidelity Investments Experience June 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Gordon College September 2006 - May 2011
Gordon College Economics Department September 2008 - December 2009
Lakes Region Community College June 2006 - August 2008
Market Basket May 2004 - January 2007
Education
Gordon College 2006 — 2010
BA, Economics
Fidelity Investments June 2011 - Present
Gordon College September 2006 - May 2011
Gordon College Economics Department September 2008 - December 2009
Lakes Region Community College June 2006 - August 2008
Market Basket May 2004 - January 2007
Education
Gordon College 2006 — 2010
BA, Economics
Brian Blackwell, CFP ®'s Fidelity Investments Experience May 2007 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Skills
Certified Financial..., Retirement Planning, Account Management, Wealth Management, Series 7, Sales, Strategic Financial..., Sales Management, New Business Development, Investments, Retirement Income...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Master of Business Administration (MBA), International Business, With Honors
The University of Georgia 2002 — 2007
Bachelor of Business Administration (BBA), Finance
Fidelity Investments May 2007 - Present
Skills
Certified Financial..., Retirement Planning, Account Management, Wealth Management, Series 7, Sales, Strategic Financial..., Sales Management, New Business Development, Investments, Retirement Income...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Master of Business Administration (MBA), International Business, With Honors
The University of Georgia 2002 — 2007
Bachelor of Business Administration (BBA), Finance
Suman Gopalpet's Fidelity Investments Experience June 2011 - Present
Job Senior Systems and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Wipro Technologies December 2005 - June 2011
State Street June 2005 - June 2011
BSR IT Solutions Private Limited June 2005 - December 2005
Skills
WebSphere Application..., Unix, Websphere, Middleware, Siteminder, Agile Methodologies, PL/SQL, Web Services, AIX, Tomcat, Solaris, XML, Java, ClearCase, SQL, Oracle, BMC Remedy, Buildforge, CCNA, Autosys, JBoss Application Server, Hibernate, Unix Shell Scripting, UML, JMS, SDLC, SOA
Education
Glasgow Caledonian University 2002 — 2004
MS, Advanced Computer Networking
S.R.K.R Enginnering College 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Sainik school Korukonda
Fidelity Investments June 2011 - Present
Wipro Technologies December 2005 - June 2011
State Street June 2005 - June 2011
BSR IT Solutions Private Limited June 2005 - December 2005
Skills
WebSphere Application..., Unix, Websphere, Middleware, Siteminder, Agile Methodologies, PL/SQL, Web Services, AIX, Tomcat, Solaris, XML, Java, ClearCase, SQL, Oracle, BMC Remedy, Buildforge, CCNA, Autosys, JBoss Application Server, Hibernate, Unix Shell Scripting, UML, JMS, SDLC, SOA
Education
Glasgow Caledonian University 2002 — 2004
MS, Advanced Computer Networking
S.R.K.R Enginnering College 1997 — 2001
Bachelor of Technology (B.Tech.), Computer Science
Sainik school Korukonda
Amanda Berglund's Fidelity Investments Experience April 2015 - Present
Job Media Coordinator Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - April 2015
KoMarketing Associates June 2012 - June 2013
Gordon College Church Relations September 2011 - December 2011
Gordon College Design Center September 2008 - December 2010
Skills
Social Media, Public Speaking, Marketing, Time Management, Blogging, Social Media Marketing, Facebook, Digital Marketing, Content Strategy, Email Marketing, Copywriting, Digital Strategy, Online Advertising, SEO, WordPress, Public Relations
Education
Gordon College 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Fidelity Investments April 2015 - Present
Fidelity Investments July 2013 - April 2015
KoMarketing Associates June 2012 - June 2013
Gordon College Church Relations September 2011 - December 2011
Gordon College Design Center September 2008 - December 2010
Skills
Social Media, Public Speaking, Marketing, Time Management, Blogging, Social Media Marketing, Facebook, Digital Marketing, Content Strategy, Email Marketing, Copywriting, Digital Strategy, Online Advertising, SEO, WordPress, Public Relations
Education
Gordon College 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Jaymin Panchal's Fidelity Investments Experience August 2012 - April 2013
Job Consultant at ProSight Specialty Insurance
Industry Information Technology and Services
Experience
ProSight Specialty Insurance July 2013 - Present
Fidelity Investments August 2012 - April 2013
Hewlett-Packard January 2012 - July 2012
Priceline.com July 2011 - December 2011
Skills
Solution Architecture, Informatica, PL/SQL, SDLC, Data Modeling, ETL, SQL, SOA, Agile Methodologies, Integration, Oracle, Data Warehousing, Toad, Requirements Analysis, Requirements Gathering, Scrum, Testing, Oracle SQL, MongoDB, XML, XSD, Tableau, Duckcreek Data...
Education
Goldey-Beacom College 2013 — 2015
Master of Business Administration (M.B.A.)
Stratford University 2009 — 2010
Master of Information System
ProSight Specialty Insurance July 2013 - Present
Fidelity Investments August 2012 - April 2013
Hewlett-Packard January 2012 - July 2012
Priceline.com July 2011 - December 2011
Skills
Solution Architecture, Informatica, PL/SQL, SDLC, Data Modeling, ETL, SQL, SOA, Agile Methodologies, Integration, Oracle, Data Warehousing, Toad, Requirements Analysis, Requirements Gathering, Scrum, Testing, Oracle SQL, MongoDB, XML, XSD, Tableau, Duckcreek Data...
Education
Goldey-Beacom College 2013 — 2015
Master of Business Administration (M.B.A.)
Stratford University 2009 — 2010
Master of Information System
Johnathan Robinson's Fidelity Investments Experience July 2012 - Present
Job Personal Trainer at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments July 2012 - Present
24 Hour Fitness April 2011 - July 2012
Houston Aeros Hockey Club August 2010 - December 2010
Lots of Tots Summer Camp May 2009 - May 2010
Skills
Personal Training, Sports Nutrition, Microsoft Office, Microsoft Word, Microsoft Excel, Nutrition
Education
Grambling State University 2005 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Charles H Milby High School 2001 — 2005
Fidelity Investments July 2012 - Present
24 Hour Fitness April 2011 - July 2012
Houston Aeros Hockey Club August 2010 - December 2010
Lots of Tots Summer Camp May 2009 - May 2010
Skills
Personal Training, Sports Nutrition, Microsoft Office, Microsoft Word, Microsoft Excel, Nutrition
Education
Grambling State University 2005 — 2010
Bachelor of Science (BS), Kinesiology and Exercise Science
Charles H Milby High School 2001 — 2005
Nick Giarrusso's Fidelity Investments Experience February 2007 - February 2011
Job Information Systems
Industry Information Technology and Services
Experience
Aipso 2014 - 2015
ING Financial Partners January 2012 - April 2013
Fidelity Investments February 2007 - February 2011
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Aipso 2014 - 2015
ING Financial Partners January 2012 - April 2013
Fidelity Investments February 2007 - February 2011
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (BA), Political Science and Government
Michael Villafane's Fidelity Investments Experience August 2013 - Present
Job Tax Exempt Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Atlantic Respiratory Services, Inc. May 2010 - Present
Gordon College August 2011 - May 2013
Gordon College October 2010 - May 2012
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Public Relations, Customer Service, Sales Process, Small Business, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Internet Resources, Social Media, Communication Skills, Leadership, Loyal, Flexibility, Intuition, Learning Quickly, Sports
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Finance
Fidelity Investments August 2013 - Present
Atlantic Respiratory Services, Inc. May 2010 - Present
Gordon College August 2011 - May 2013
Gordon College October 2010 - May 2012
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Public Relations, Customer Service, Sales Process, Small Business, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Internet Resources, Social Media, Communication Skills, Leadership, Loyal, Flexibility, Intuition, Learning Quickly, Sports
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Finance
William Gorton's Fidelity Investments Experience June 2006 - November 2006
Job Manager, NA Benefit Compliance & Analytics at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson August 2012 - Present
KPMG February 2011 - August 2012
Deloitte September 2010 - February 2011
Deloitte December 2006 - September 2010
Fidelity Investments June 2006 - November 2006
BD February 2005 - June 2006
Mellon Financial January 2002 - February 2005
PwC July 1999 - December 2001
Education
Gettysburg College 1995 — 1999
Bachelor's degree, Economics
Johnson & Johnson August 2012 - Present
KPMG February 2011 - August 2012
Deloitte September 2010 - February 2011
Deloitte December 2006 - September 2010
Fidelity Investments June 2006 - November 2006
BD February 2005 - June 2006
Mellon Financial January 2002 - February 2005
PwC July 1999 - December 2001
Education
Gettysburg College 1995 — 1999
Bachelor's degree, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank