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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
David (Wei) Liu David (Wei) Liu's Fidelity Investments Experience October 2013 - November 2013
Job Investment Associate at ZP Capital
Industry Investment Banking
Experience
ZP Capital August 2015 - Present
Architect Partners LLC September 2014 - Present
MIT Sloan Greater China Club October 2013 - July 2014
State Street January 2014 - March 2014
Fidelity Investments October 2013 - November 2013
State Street September 2013 - October 2013
Penn State Speech Association September 2012 - May 2013
Orient Securities Company Limited June 2011 - July 2011
Penn State University August 2010 - January 2011
Kunlun Trust June 2010 - August 2010
Education
ningbo xiaoshi middle school
ningbo xiaoshi middle school
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance (with MFin Achievement Award)
Harvard Business School 2014 — 2014
Cross Registration, MBA level, Finance, General
Penn State University 2009 — 2013
Bachelor of Science (B.S.) in Finance & Mathematics (double major with distinction)
Zhenhai High School 2006 — 2009
ZP Capital August 2015 - Present
Architect Partners LLC September 2014 - Present
MIT Sloan Greater China Club October 2013 - July 2014
State Street January 2014 - March 2014
Fidelity Investments October 2013 - November 2013
State Street September 2013 - October 2013
Penn State Speech Association September 2012 - May 2013
Orient Securities Company Limited June 2011 - July 2011
Penn State University August 2010 - January 2011
Kunlun Trust June 2010 - August 2010
Education
ningbo xiaoshi middle school
ningbo xiaoshi middle school
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance (with MFin Achievement Award)
Harvard Business School 2014 — 2014
Cross Registration, MBA level, Finance, General
Penn State University 2009 — 2013
Bachelor of Science (B.S.) in Finance & Mathematics (double major with distinction)
Zhenhai High School 2006 — 2009
Richard Eick Richard Eick's Fidelity Investments Experience September 2014 - Present
Job Fund Accountant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
The Brandt Companies June 2014 - September 2014
StoneGate Senior Living May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Customer Service, Public Speaking, Financial Analysis, Leadership, Accounting, Teamwork, Team Leadership, Sales, Time Management, Research, Budgets, Team Building, Finance, Financial Accounting
Education
Harding University 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Fidelity Investments September 2014 - Present
The Brandt Companies June 2014 - September 2014
StoneGate Senior Living May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Customer Service, Public Speaking, Financial Analysis, Leadership, Accounting, Teamwork, Team Leadership, Sales, Time Management, Research, Budgets, Team Building, Finance, Financial Accounting
Education
Harding University 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Alison Schwab Alison Schwab's Fidelity Investments Experience February 2008 - December 2008
Job Designer
Industry Design
Experience
Socore Energy 2013 - 2014
Exelon June 2012 - September 2013
Harris Energy Association November 2010 - June 2012
University of Chicago - Harris School of Public Policy Studies August 2010 - June 2012
Argonne National Laboratory January 2011 - April 2012
Kingdom of Jordan and University of Chicago research team September 2011 - February 2012
Fidelity Investments February 2008 - December 2008
Leo Burnett Group June 2007 - August 2007
Skills
Economics, Public Policy, Market Research, Marketing Strategy, Stata, Policy Analysis, Statistics, Data Analysis, Research, Financial Modeling, Environmental Policy, Sustainability, Renewable Energy, Econometrics, Energy, Business Strategy, Analysis, Strategy, Valuation
Education
University of Chicago 2010 — 2012
Masters of Public Policy, Public Policy
University of Wisconsin-Madison 2003 — 2007
Bachelor of Science, Economics
University of Oxford 2006 — 2006
study abroad, Economics
Phillips Exeter Academy 1999 — 2003
High School Diploma
Harris School of Public Policy at the University of Chicago
Socore Energy 2013 - 2014
Exelon June 2012 - September 2013
Harris Energy Association November 2010 - June 2012
University of Chicago - Harris School of Public Policy Studies August 2010 - June 2012
Argonne National Laboratory January 2011 - April 2012
Kingdom of Jordan and University of Chicago research team September 2011 - February 2012
Fidelity Investments February 2008 - December 2008
Leo Burnett Group June 2007 - August 2007
Skills
Economics, Public Policy, Market Research, Marketing Strategy, Stata, Policy Analysis, Statistics, Data Analysis, Research, Financial Modeling, Environmental Policy, Sustainability, Renewable Energy, Econometrics, Energy, Business Strategy, Analysis, Strategy, Valuation
Education
University of Chicago 2010 — 2012
Masters of Public Policy, Public Policy
University of Wisconsin-Madison 2003 — 2007
Bachelor of Science, Economics
University of Oxford 2006 — 2006
study abroad, Economics
Phillips Exeter Academy 1999 — 2003
High School Diploma
Harris School of Public Policy at the University of Chicago
Abby Huffman Abby Huffman's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Macy's Credit and Customer Service - FDS Bank November 2012 - May 2013
Macy's Credit and Customer Service - FDS Bank June 2012 - November 2012
Target October 2011 - January 2012
Target March 2011 - October 2011
Superior Linen & Apparel Services January 2005 - January 2009
Skills
Analytics, Organization, Fiscally Responsible, Highly Detailed Oriented, Leadership, Customer Service, Management, Mentoring, Microsoft Office, Teamwork, Invoicing, Inventory Management, Time Management, MS Excel Pivot Tables
Education
University of Cincinnati College of Business 2014 — 2015
Bacehlor's Degree, Finance
University of Cincinnati-Raymond Walters College 2011 — 2014
Associate's Degree, Business Administration and Management, General
Hanover College 2009 — 2010
Economics
Summit
Fidelity Investments August 2015 - Present
Macy's Credit and Customer Service - FDS Bank November 2012 - May 2013
Macy's Credit and Customer Service - FDS Bank June 2012 - November 2012
Target October 2011 - January 2012
Target March 2011 - October 2011
Superior Linen & Apparel Services January 2005 - January 2009
Skills
Analytics, Organization, Fiscally Responsible, Highly Detailed Oriented, Leadership, Customer Service, Management, Mentoring, Microsoft Office, Teamwork, Invoicing, Inventory Management, Time Management, MS Excel Pivot Tables
Education
University of Cincinnati College of Business 2014 — 2015
Bacehlor's Degree, Finance
University of Cincinnati-Raymond Walters College 2011 — 2014
Associate's Degree, Business Administration and Management, General
Hanover College 2009 — 2010
Economics
Summit
John Rothwell John Rothwell's Fidelity Investments Experience 1998 - 2003
Job Senior Manager, Vice President, National Business Development
Industry Financial Services
Experience
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
Eric T. Strong, CFP® Eric T. Strong, CFP®'s Fidelity Investments Experience August 2003 - October 2011
Job Lead Advisor at Brighton Jones, LLC.
Industry Financial Services
Experience
Brighton Jones October 2011 - Present
Fidelity Investments August 2003 - October 2011
OffRoad Capital October 1999 - May 2001
Skills
Financial Planners, Retirement Planning, Investments
Education
Hampden-Sydney College 1992 — 1996
B.A., Economics
UC Berkeley 2002 — 2005
Professional Sequence in Personal Financial Planning
Trinity Episcopal School 1988 — 1992
Brighton Jones October 2011 - Present
Fidelity Investments August 2003 - October 2011
OffRoad Capital October 1999 - May 2001
Skills
Financial Planners, Retirement Planning, Investments
Education
Hampden-Sydney College 1992 — 1996
B.A., Economics
UC Berkeley 2002 — 2005
Professional Sequence in Personal Financial Planning
Trinity Episcopal School 1988 — 1992
Kyle Sanford Kyle Sanford's Fidelity Investments Experience January 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
S.I.F.E September 2010 - May 2013
United States Air Force 2012 - 2012
City of Dayton June 2010 - August 2011
Skills
Management, Financial Analysis, Market Research, Public Speaking, Microsoft Office, Business Analysis, Microsoft Excel, Project Planning, Financial Reporting, Financial Accounting, Project Management, First Aid, Individual Counselling, Economics, Economic Research, Regression Analysis, Team Leadership
Education
Hampton University 2009 — 2013
Bachelor of Science (BS), Economics
Fidelity Investments January 2014 - Present
S.I.F.E September 2010 - May 2013
United States Air Force 2012 - 2012
City of Dayton June 2010 - August 2011
Skills
Management, Financial Analysis, Market Research, Public Speaking, Microsoft Office, Business Analysis, Microsoft Excel, Project Planning, Financial Reporting, Financial Accounting, Project Management, First Aid, Individual Counselling, Economics, Economic Research, Regression Analysis, Team Leadership
Education
Hampton University 2009 — 2013
Bachelor of Science (BS), Economics
Marissa Carterud Marissa Carterud's Fidelity Investments Experience April 2000 - April 2001
Job Learning & Development Specialist (eLearning) at St. Francis Hospital
Industry Hospital & Health Care
Experience
St. Francis Hospital October 2013 - Present
The Hartford July 2011 - September 2013
The Hartford May 2003 - July 2011
Fidelity Investments April 2000 - April 2001
Skills
E-Learning, Needs Analysis, Storyboarding, Instructional Design, Instructional Technology, Training, Captivate, ADDIE, SharePoint, Learning Management..., Camtasia, Management, Adult Education
Education
Baypath College 2010 — 2012
Entrepreneurial Thinking & Innovative Practices, MBA
Hartwick College 1995 — 1999
BS, Education
St. Francis Hospital October 2013 - Present
The Hartford July 2011 - September 2013
The Hartford May 2003 - July 2011
Fidelity Investments April 2000 - April 2001
Skills
E-Learning, Needs Analysis, Storyboarding, Instructional Design, Instructional Technology, Training, Captivate, ADDIE, SharePoint, Learning Management..., Camtasia, Management, Adult Education
Education
Baypath College 2010 — 2012
Entrepreneurial Thinking & Innovative Practices, MBA
Hartwick College 1995 — 1999
BS, Education
Alandis Brassel Alandis Brassel's Fidelity Investments Experience October 2006 - August 2007
Job Counsel at Rep. Jim Cooper, U.S. House of Representatives
Industry Law Practice
Experience
Rep. Jim Cooper May 2015 - Present
Arts & Business Council of Greater Nashville January 2015 - April 2015
ACLU May 2014 - August 2014
Metropolitan Public Defender's Office May 2013 - August 2013
Go Forth Music January 2006 - August 2012
Bloomberg News August 2009 - June 2012
Warner Music Group January 2008 - June 2009
Atlantic Records October 2007 - January 2008
Fidelity Investments October 2006 - August 2007
Skills
Music Industry, Music, Litigation, Marketing, Sound, Social Media, Entertainment, Event Planning, Radio, Songwriting, Television, Music Production, Legal Research, Audio Engineering, Intellectual Property, Recording, Licensing, Copyright Law, Social Networking, Strategy, A&R
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.)
New York University 2007 — 2009
M.A., Music Business
Hampton University 2002 — 2006
B.S., Music Engineering Technology
Wake Forest University - Babcock Graduate School of Management 2005 — 2005
Certificate, It's All About Business Summer Program
Woodside High School
Rep. Jim Cooper May 2015 - Present
Arts & Business Council of Greater Nashville January 2015 - April 2015
ACLU May 2014 - August 2014
Metropolitan Public Defender's Office May 2013 - August 2013
Go Forth Music January 2006 - August 2012
Bloomberg News August 2009 - June 2012
Warner Music Group January 2008 - June 2009
Atlantic Records October 2007 - January 2008
Fidelity Investments October 2006 - August 2007
Skills
Music Industry, Music, Litigation, Marketing, Sound, Social Media, Entertainment, Event Planning, Radio, Songwriting, Television, Music Production, Legal Research, Audio Engineering, Intellectual Property, Recording, Licensing, Copyright Law, Social Networking, Strategy, A&R
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.)
New York University 2007 — 2009
M.A., Music Business
Hampton University 2002 — 2006
B.S., Music Engineering Technology
Wake Forest University - Babcock Graduate School of Management 2005 — 2005
Certificate, It's All About Business Summer Program
Woodside High School
Christopher Okonski, MBA's Fidelity Investments Experience August 2015 - Present
Job Business Project Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Seven Step RPO / Client: CVS Health August 2014 - August 2015
Wheelock College March 2014 - August 2014
Seven Step RPO January 2013 - March 2014
Skills
Recruiting, Human Resources, Customer Service, Applicant Tracking..., Hiring, Internet Recruiting, Leadership, Teamwork, Microsoft Excel, Training, Social Networking, Microsoft Office, Communication, Sales, Marketing, Employee Relations, Sports, Social Media, Public Relations, PowerPoint, Marketing Communications
Education
Norwich University 2014 — 2015
Master of Business Administration (MBA), Project Management
Hartwick College
Bachelor of Arts (B.A.), Business Administration and Management, General
Ocean University of China
Business
Niskayuna High School
Fidelity Investments August 2015 - Present
Seven Step RPO / Client: CVS Health August 2014 - August 2015
Wheelock College March 2014 - August 2014
Seven Step RPO January 2013 - March 2014
Skills
Recruiting, Human Resources, Customer Service, Applicant Tracking..., Hiring, Internet Recruiting, Leadership, Teamwork, Microsoft Excel, Training, Social Networking, Microsoft Office, Communication, Sales, Marketing, Employee Relations, Sports, Social Media, Public Relations, PowerPoint, Marketing Communications
Education
Norwich University 2014 — 2015
Master of Business Administration (MBA), Project Management
Hartwick College
Bachelor of Arts (B.A.), Business Administration and Management, General
Ocean University of China
Business
Niskayuna High School
Tom Ditzer Tom Ditzer's Fidelity Investments Experience October 2005 - February 2009
Job VP Business Development at America's 401k, Inc
Industry Financial Services
Experience
America's 401k, Inc June 2013 - Present
America's 401k, Inc October 2009 - June 2013
Fidelity Investments October 2005 - February 2009
Skills
401k, Retirement Planning, Mutual Funds, Investments, Retirement, Asset Allocation, Retirement Plan..., ERISA, Pensions, Profit Sharing, Defined Contribution, Business Planning, Defined Benefit, Sales, Qualified Retirement..., Series 63, CRM
Education
Hamilton College 2001 — 2004
BS, Economics, Classics, Chemistry
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Economics
America's 401k, Inc June 2013 - Present
America's 401k, Inc October 2009 - June 2013
Fidelity Investments October 2005 - February 2009
Skills
401k, Retirement Planning, Mutual Funds, Investments, Retirement, Asset Allocation, Retirement Plan..., ERISA, Pensions, Profit Sharing, Defined Contribution, Business Planning, Defined Benefit, Sales, Qualified Retirement..., Series 63, CRM
Education
Hamilton College 2001 — 2004
BS, Economics, Classics, Chemistry
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Amanda Vaculik's Fidelity Investments Experience March 2010 - November 2010
Job Senior Corporate Recruiter
Industry Information Technology and Services
Experience
Recruiting Operations Consultant December 2014 - Present
Heartland IT Consulting October 2012 - February 2014
RealPage, Inc. February 2011 - September 2012
Fidelity Investments March 2010 - November 2010
Encana Corporation February 2010 - March 2010
Aerotek August 2007 - August 2009
Hardin-Simmons University August 2003 - March 2007
Stream Global Services 2007 - 2007
Skills
Account Management, Client Services, Recruitment, Leadership, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Manage Client..., Business Relationship..., Recruiting, Financial Services, Program Management, PeopleSoft, Human Resources, Talent Management, Vendor Management, Building Relationships, CRM, Sales, Temporary Placement, Sourcing, Staffing Services, Employee Relations, Management, Strategy, Cold Calling, Onboarding, Temporary Staffing, Networking, Training, Hiring, Customer Satisfaction, Staff Augmentation, Consulting, Employee Training, Time Management, Permanent Placement, Personnel Management, IT Recruitment, Resume Writing, General Awesomeness, Employer Branding, Recruitment Advertising, Employee Benefits, Performance Management, Strategic Sourcing
Education
Hardin-Simmons University 2003 — 2007
B.B.S, Speech Communication, Psychology
Gunter High School 1999 — 2003
Recruiting Operations Consultant December 2014 - Present
Heartland IT Consulting October 2012 - February 2014
RealPage, Inc. February 2011 - September 2012
Fidelity Investments March 2010 - November 2010
Encana Corporation February 2010 - March 2010
Aerotek August 2007 - August 2009
Hardin-Simmons University August 2003 - March 2007
Stream Global Services 2007 - 2007
Skills
Account Management, Client Services, Recruitment, Leadership, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Manage Client..., Business Relationship..., Recruiting, Financial Services, Program Management, PeopleSoft, Human Resources, Talent Management, Vendor Management, Building Relationships, CRM, Sales, Temporary Placement, Sourcing, Staffing Services, Employee Relations, Management, Strategy, Cold Calling, Onboarding, Temporary Staffing, Networking, Training, Hiring, Customer Satisfaction, Staff Augmentation, Consulting, Employee Training, Time Management, Permanent Placement, Personnel Management, IT Recruitment, Resume Writing, General Awesomeness, Employer Branding, Recruitment Advertising, Employee Benefits, Performance Management, Strategic Sourcing
Education
Hardin-Simmons University 2003 — 2007
B.B.S, Speech Communication, Psychology
Gunter High School 1999 — 2003
Pat McGarry's Fidelity Investments Experience January 2010 - December 2011
Job Account Executive | External Wholesaler at Dave Ramsey's SmartDollar Financial Wellness
Industry Financial Services
Experience
Dave Ramsey - Lampo Group November 2014 - Present
PSA Insurance & Financial Services January 2012 - November 2014
Fidelity Investments January 2010 - December 2011
Fidelity Investments June 2007 - December 2009
Skills
Fiduciary Liability, Prudent Process, Retirement, ERISA, 401k, 403b, Plan Design, Participant Education, Debt Elimination, Coaching Hockey
Education
Southern Methodist University - Cox School of Business
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
The Hill School 1999 — 2002
Kennett High School 1997 — 1999
Dave Ramsey - Lampo Group November 2014 - Present
PSA Insurance & Financial Services January 2012 - November 2014
Fidelity Investments January 2010 - December 2011
Fidelity Investments June 2007 - December 2009
Skills
Fiduciary Liability, Prudent Process, Retirement, ERISA, 401k, 403b, Plan Design, Participant Education, Debt Elimination, Coaching Hockey
Education
Southern Methodist University - Cox School of Business
Hamilton College 2004 — 2007
Bachelor of Arts, Economics
The Hill School 1999 — 2002
Kennett High School 1997 — 1999
Ivy Baca's Fidelity Investments Experience May 2009 - May 2011
Job Career Services Advisor at Brown Mackie College
Industry Higher Education
Experience
Brown Mackie College March 2014 - Present
Big 5 Sporting Goods May 2011 - March 2014
Fidelity Investments May 2009 - May 2011
Skills
Career Counseling, Resume Writing, Interviews, Management, Staff Development, Staff Management, Student Engagement, Coaching, Communication, Personal Development, Employee Training, High level of initiative, Leadership, Cross-functional Team..., Team-oriented, Customer Service, Recruiting, Microsoft Office, Public Speaking, Time Management, Training, Microsoft Excel
Education
Brown Mackie College
Brown Mackie College
Harding University
Bachelor's Degree, Human Resource Management
Brown Mackie College March 2014 - Present
Big 5 Sporting Goods May 2011 - March 2014
Fidelity Investments May 2009 - May 2011
Skills
Career Counseling, Resume Writing, Interviews, Management, Staff Development, Staff Management, Student Engagement, Coaching, Communication, Personal Development, Employee Training, High level of initiative, Leadership, Cross-functional Team..., Team-oriented, Customer Service, Recruiting, Microsoft Office, Public Speaking, Time Management, Training, Microsoft Excel
Education
Brown Mackie College
Brown Mackie College
Harding University
Bachelor's Degree, Human Resource Management
Justin Cone Justin Cone's Fidelity Investments Experience December 2007 - September 2008
Job Program Quality Manager
Industry Aviation & Aerospace
Experience
Elbit Systems of America February 2014 - Present
Bell Helicopter September 2008 - February 2014
Fidelity Investments December 2007 - September 2008
Fidelity Investments March 2007 - December 2007
Skills
APQP, Investment Advisory, Lean Manufacturing, Lean Management, Quality Control, Quality Auditing, Quality Assurance, DFSS, Certified Green Belt, Certified Black Belt, DMAIC, Quality Management, Six Sigma, Root Cause Analysis, AS9100, Aerospace, Minitab, Iso 9000, Process Improvement, Quality System, Configuration Management, Corrective Actions, Product Quality, Design of Experiments, 5S, Kanban, Poka Yoke, PPAP, Failure Analysis, Kaizen, Continuous Improvement, Value Stream Mapping, Green Belt, ISO 9000, SPC, Supplier Quality, Testing
Education
Harding University 2001 — 2005
Bachelor of Business Administration (BBA), Management/Finance
Elbit Systems of America February 2014 - Present
Bell Helicopter September 2008 - February 2014
Fidelity Investments December 2007 - September 2008
Fidelity Investments March 2007 - December 2007
Skills
APQP, Investment Advisory, Lean Manufacturing, Lean Management, Quality Control, Quality Auditing, Quality Assurance, DFSS, Certified Green Belt, Certified Black Belt, DMAIC, Quality Management, Six Sigma, Root Cause Analysis, AS9100, Aerospace, Minitab, Iso 9000, Process Improvement, Quality System, Configuration Management, Corrective Actions, Product Quality, Design of Experiments, 5S, Kanban, Poka Yoke, PPAP, Failure Analysis, Kaizen, Continuous Improvement, Value Stream Mapping, Green Belt, ISO 9000, SPC, Supplier Quality, Testing
Education
Harding University 2001 — 2005
Bachelor of Business Administration (BBA), Management/Finance
Kelly Shannon Kelly Shannon's Fidelity Investments Experience April 2012 - May 2012
Job Senior Legal Counsel at MoneyGram International
Industry Financial Services
Experience
MoneyGram International May 2012 - Present
Fidelity Investments April 2012 - May 2012
G&K Services, Inc. December 2007 - January 2012
Foley & Mansfield, PLLP April 2006 - November 2007
ASK Financial, LLP May 2002 - April 2006
Wilkerson & Hegna, PLLP May 2001 - May 2002
Skills
Litigation, Compliance, Real Estate, Bankruptcy, Government Contracts, Commercial Transactions, Technology Contracts, Employment/Benefits, Sales Agreements, Sales, Government Procurement, Commercial Litigation, Risk Management, Corporate Law, Contract Management, Contract Negotiation, Mergers & Acquisitions, Corporate Governance, Licensing, Employment Law, Negotiation, Legal Compliance, Due Diligence, Litigation Management, Trademarks, Management, Joint Ventures, Intellectual Property, Arbitration, Legal Research, Restructuring, Outsourcing, Legal Assistance, Finance
Education
Hamline University School of Law 1998 — 2001
Juris Doctor, Law
University of Minnesota-Twin Cities 1994 — 1998
BA, Magna cum laude, Sociology of Law
Spring Valley 1990 — 1994
H.S. Diploma, Salutatorian, General Studies
MoneyGram International May 2012 - Present
Fidelity Investments April 2012 - May 2012
G&K Services, Inc. December 2007 - January 2012
Foley & Mansfield, PLLP April 2006 - November 2007
ASK Financial, LLP May 2002 - April 2006
Wilkerson & Hegna, PLLP May 2001 - May 2002
Skills
Litigation, Compliance, Real Estate, Bankruptcy, Government Contracts, Commercial Transactions, Technology Contracts, Employment/Benefits, Sales Agreements, Sales, Government Procurement, Commercial Litigation, Risk Management, Corporate Law, Contract Management, Contract Negotiation, Mergers & Acquisitions, Corporate Governance, Licensing, Employment Law, Negotiation, Legal Compliance, Due Diligence, Litigation Management, Trademarks, Management, Joint Ventures, Intellectual Property, Arbitration, Legal Research, Restructuring, Outsourcing, Legal Assistance, Finance
Education
Hamline University School of Law 1998 — 2001
Juris Doctor, Law
University of Minnesota-Twin Cities 1994 — 1998
BA, Magna cum laude, Sociology of Law
Spring Valley 1990 — 1994
H.S. Diploma, Salutatorian, General Studies
Nicole Eicker Nicole Eicker's Fidelity Investments Experience December 2011 - Present
Job Director, IT Product Manager, Integration Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments February 1999 - December 2011
Vality Technology October 1998 - January 1999
Musica Russica - Music Publisher October 1997 - September 1998
Skills
Integration, Business Strategy, Leadership, Analysis, Financial Services, Databases, Business Analysis, SDLC
Education
Hartwick College 1993 — 1997
BA, Music
Fidelity Investments December 2011 - Present
Fidelity Investments February 1999 - December 2011
Vality Technology October 1998 - January 1999
Musica Russica - Music Publisher October 1997 - September 1998
Skills
Integration, Business Strategy, Leadership, Analysis, Financial Services, Databases, Business Analysis, SDLC
Education
Hartwick College 1993 — 1997
BA, Music
Austin Robertson Austin Robertson's Fidelity Investments Experience July 2014 - Present
Job Senior Operating Systems Programmer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2011 - Present
Fidelity Investments June 2010 - September 2011
Harding University May 2009 - May 2010
Merritt Hawkins & Associates May 2008 - August 2008
Harding University January 2007 - May 2007
Skills
Linux, Perl, Unix, PHP, JavaScript, Windows, C++, Java, Troubleshooting
Education
Harding University 2009 — 2010
Master, Business Administration; Information Technology
Harding University 2005 — 2009
Bachelor of Business Administration, Health Care Management
Fidelity Investments July 2014 - Present
Fidelity Investments September 2011 - Present
Fidelity Investments June 2010 - September 2011
Harding University May 2009 - May 2010
Merritt Hawkins & Associates May 2008 - August 2008
Harding University January 2007 - May 2007
Skills
Linux, Perl, Unix, PHP, JavaScript, Windows, C++, Java, Troubleshooting
Education
Harding University 2009 — 2010
Master, Business Administration; Information Technology
Harding University 2005 — 2009
Bachelor of Business Administration, Health Care Management
Loubens Theork Loubens Theork's Fidelity Investments Experience July 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2008 - July 2014
BNY Mellon September 2006 - January 2008
Fidelity Investments May 2005 - September 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis, Change Management, SQL, Accounting, Business Strategy, Strategic Financial..., Process Improvement, Financial Modeling, Negotiation, Management, Analysis, Business Development, Leadership, Equities, Data Analysis, New Business Development, Sales, Marketing, Coaching, Capital Markets
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics and World Politics
Fidelity Investments July 2014 - Present
Fidelity Investments January 2008 - July 2014
BNY Mellon September 2006 - January 2008
Fidelity Investments May 2005 - September 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis, Change Management, SQL, Accounting, Business Strategy, Strategic Financial..., Process Improvement, Financial Modeling, Negotiation, Management, Analysis, Business Development, Leadership, Equities, Data Analysis, New Business Development, Sales, Marketing, Coaching, Capital Markets
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Hamilton College 2002 — 2006
Bachelor of Arts (B.A.), Economics and World Politics
Jeremy Combs Jeremy Combs's Fidelity Investments Experience June 2008 - Present
Job Owner at Sparkling Pools and Spas
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Sparkling Pools and Spas February 2006 - Present
Wireless Accessories Unlimited August 2007 - May 2008
Swim Tech Inc June 2004 - February 2006
Applebee's Neighborhood Bar & Grill December 2000 - May 2002
Jerry's BBQ December 1999 - December 2000
Rides and Games Attendant June 1999 - December 1999
Skills
Excel, Accounting, Customer Service, Word, PowerPoint, Microsoft Office, Problem Solving, Customer Relations, Process Improvement, Strategic Planning, Coaching, Financial Analysis, Account Management, Research, Retail, Mentoring, Outlook, Operations Management, Microsoft Word, Microsoft Excel, Team Leadership, Business Analysis, Team Building, Leadership
Education
The University of Texas at Arlington 2004 — 2008
Bachelors of Business Administration; High School Diploma, Business Finance major; Finance
Hardin-Simmons University 2002 — 2004
None
Aledo High School
Fidelity Investments June 2008 - Present
Sparkling Pools and Spas February 2006 - Present
Wireless Accessories Unlimited August 2007 - May 2008
Swim Tech Inc June 2004 - February 2006
Applebee's Neighborhood Bar & Grill December 2000 - May 2002
Jerry's BBQ December 1999 - December 2000
Rides and Games Attendant June 1999 - December 1999
Skills
Excel, Accounting, Customer Service, Word, PowerPoint, Microsoft Office, Problem Solving, Customer Relations, Process Improvement, Strategic Planning, Coaching, Financial Analysis, Account Management, Research, Retail, Mentoring, Outlook, Operations Management, Microsoft Word, Microsoft Excel, Team Leadership, Business Analysis, Team Building, Leadership
Education
The University of Texas at Arlington 2004 — 2008
Bachelors of Business Administration; High School Diploma, Business Finance major; Finance
Hardin-Simmons University 2002 — 2004
None
Aledo High School
Brian J. Davis's Fidelity Investments Experience July 1995 - February 1998
Job Project and Change Management
Industry Financial Services
Experience
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Michael Catalfano Michael Catalfano's Fidelity Investments Experience May 2013 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments November 2011 - May 2013
Fidelity Investments December 2009 - November 2011
Fidelity Investments January 2009 - November 2009
Fidelity Investments July 2007 - December 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2005 - August 2006
Putnam Investments December 2003 - February 2005
Santander Bank, N.A. July 2003 - December 2003
Skills
Risk Management, Program Management, Data Analysis, Strategy, Leadership, Strategic Planning, Risk Assessment, Project Management, MS Project, Management, Business Strategy, Operational Excellence, Operational Risk, Incident Management, Executive Reporting, Presentation Development, Message Development, Financial Analysis, Program Development, PowerPoint, Microsoft Excel, Visio, Mutual Funds, Middle Office, Financial Services, Design Thinking, Pareto Analysis, Control Charts, Business Process Mapping, Value Stream Mapping, SIPOC, Workshop Facilitation
Education
Hamilton College 1999 — 2003
BA, Philosophy
Fidelity Investments May 2013 - Present
Fidelity Investments November 2011 - May 2013
Fidelity Investments December 2009 - November 2011
Fidelity Investments January 2009 - November 2009
Fidelity Investments July 2007 - December 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2005 - August 2006
Putnam Investments December 2003 - February 2005
Santander Bank, N.A. July 2003 - December 2003
Skills
Risk Management, Program Management, Data Analysis, Strategy, Leadership, Strategic Planning, Risk Assessment, Project Management, MS Project, Management, Business Strategy, Operational Excellence, Operational Risk, Incident Management, Executive Reporting, Presentation Development, Message Development, Financial Analysis, Program Development, PowerPoint, Microsoft Excel, Visio, Mutual Funds, Middle Office, Financial Services, Design Thinking, Pareto Analysis, Control Charts, Business Process Mapping, Value Stream Mapping, SIPOC, Workshop Facilitation
Education
Hamilton College 1999 — 2003
BA, Philosophy
Phillip Levenson Phillip Levenson's Fidelity Investments Experience November 1998 - June 2001
Job President
Industry Financial Services
Experience
Investments Profits and Insurance July 2004 - Present
Metropolitan Life Financial Services February 2002 - June 2002
Fidelity Investments November 1998 - June 2001
Skills
New Business Development, Account Management, Team Building, Sales Management, Strategic Planning, Sales, Investments, Marketing, Coaching, Retirement Planning, Marketing Strategy, Wealth Management, Insurance, Real Estate, Leadership, Mutual Funds, Public Speaking, Cold Calling, Negotiation, Business Strategy, Budgets, Entrepreneurship, Recruiting, Retirement, Business Development, Project Management, Selling, Employee Benefits, Finance, Small Business
Education
Hampden-Sydney College 1979 — 1983
BA, Psychology
University of North Carolina 1982 — 1985
Pre-Medical Major, Computer Science
Investments Profits and Insurance July 2004 - Present
Metropolitan Life Financial Services February 2002 - June 2002
Fidelity Investments November 1998 - June 2001
Skills
New Business Development, Account Management, Team Building, Sales Management, Strategic Planning, Sales, Investments, Marketing, Coaching, Retirement Planning, Marketing Strategy, Wealth Management, Insurance, Real Estate, Leadership, Mutual Funds, Public Speaking, Cold Calling, Negotiation, Business Strategy, Budgets, Entrepreneurship, Recruiting, Retirement, Business Development, Project Management, Selling, Employee Benefits, Finance, Small Business
Education
Hampden-Sydney College 1979 — 1983
BA, Psychology
University of North Carolina 1982 — 1985
Pre-Medical Major, Computer Science
Sasha Renee's Fidelity Investments Experience September 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2014 - August 2015
Fidelity Investments March 2013 - January 2014
Amarillo Habitat for Humanity July 2011 - February 2013
Amarillo Habitat for Humanity August 2010 - July 2011
Provenance Consulting, LLC 2010 - 2011
Borger Economic Development Corporation 2007 - 2008
Skills
Community Outreach, Non-profits, Fundraising, Public Speaking, Volunteer Management, Social Media, Program Development, Blogging, Customer Service, Public Relations, Social Services, Financial Coaching, Nonprofits, Team Building, Marketing, Budgets, Social Media Marketing, Social Networking, Community Development, Leadership, Leadership Development, Organizational..., Press Releases, Research, Facebook, Teaching, Coaching, Media Relations, Training, Newsletters, Volunteer Recruiting, Strategic Planning, Grants, Event Planning
Education
Harding University 2006 — 2010
Bachelor's Degree, Political Science, Arts & Humanities, Business Management, and Bible
Borger High School 2002 — 2006
High School
Fidelity Investments September 2015 - Present
Fidelity Investments January 2014 - August 2015
Fidelity Investments March 2013 - January 2014
Amarillo Habitat for Humanity July 2011 - February 2013
Amarillo Habitat for Humanity August 2010 - July 2011
Provenance Consulting, LLC 2010 - 2011
Borger Economic Development Corporation 2007 - 2008
Skills
Community Outreach, Non-profits, Fundraising, Public Speaking, Volunteer Management, Social Media, Program Development, Blogging, Customer Service, Public Relations, Social Services, Financial Coaching, Nonprofits, Team Building, Marketing, Budgets, Social Media Marketing, Social Networking, Community Development, Leadership, Leadership Development, Organizational..., Press Releases, Research, Facebook, Teaching, Coaching, Media Relations, Training, Newsletters, Volunteer Recruiting, Strategic Planning, Grants, Event Planning
Education
Harding University 2006 — 2010
Bachelor's Degree, Political Science, Arts & Humanities, Business Management, and Bible
Borger High School 2002 — 2006
High School
Eric Benvenuti Eric Benvenuti's Fidelity Investments Experience June 2011 - August 2011
Job Commercial Real Estate, HFF
Industry Financial Services
Experience
HFF May 2015 - Present
Bank of America June 2013 - May 2015
GE June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
BNY Mellon June 2010 - August 2010
D.C. Capital June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Leadership, Economics, Team Leadership, Financial Analysis, Finance, Microsoft Word, Portfolio Management, Microsoft Office, College Basketball, Risk Management, Financial Modeling, Public Speaking, Management, Analysis, Research, Social Media, Time Management, Communication, Commercial Real Estate
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Economics, Dean's List.
Concord Academy 2005 — 2009
HFF May 2015 - Present
Bank of America June 2013 - May 2015
GE June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
BNY Mellon June 2010 - August 2010
D.C. Capital June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Leadership, Economics, Team Leadership, Financial Analysis, Finance, Microsoft Word, Portfolio Management, Microsoft Office, College Basketball, Risk Management, Financial Modeling, Public Speaking, Management, Analysis, Research, Social Media, Time Management, Communication, Commercial Real Estate
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Economics, Dean's List.
Concord Academy 2005 — 2009
Joyce Steiner Joyce Steiner's Fidelity Investments Experience August 2005 - July 2008
Job Independent Consultant
Industry Financial Services
Experience
Fidelity Investments August 2005 - July 2008
Fidelity Investments March 2001 - July 2005
Cummins Engine Company August 1995 - July 1998
World Bank May 1993 - June 1995
Skills
Strategy, 401k, Marketing, Process Improvement
Education
Indiana University - Kelley School of Business 1985 — 1987
MBA, Finance
Hanover College 1979 — 1983
B.A., Economics
Fidelity Investments August 2005 - July 2008
Fidelity Investments March 2001 - July 2005
Cummins Engine Company August 1995 - July 1998
World Bank May 1993 - June 1995
Skills
Strategy, 401k, Marketing, Process Improvement
Education
Indiana University - Kelley School of Business 1985 — 1987
MBA, Finance
Hanover College 1979 — 1983
B.A., Economics
Brayden Burroughs Brayden Burroughs's Fidelity Investments Experience April 2010 - July 2010
Job Contracts Specialist
Industry Defense & Space
Experience
USA October 2012 - Present
Jenzabar July 2010 - October 2012
Fidelity Investments April 2010 - July 2010
Brayden C. Burroughs, Attorney-at-Law December 2009 - April 2010
National Financial October 2008 - May 2009
Exemplar Law Partners June 2008 - August 2008
Ropes & Gray LLP January 2005 - May 2008
Skills
Government Contracting, Government Procurement, Contract Writing, Contract Management, Contracts Review, FAR, Legal Research, Defense Contracting
Education
New England School of Law 2005 — 2009
JD
Hampshire College 1998 — 2002
B.A., Japanese Language and Culture
USA October 2012 - Present
Jenzabar July 2010 - October 2012
Fidelity Investments April 2010 - July 2010
Brayden C. Burroughs, Attorney-at-Law December 2009 - April 2010
National Financial October 2008 - May 2009
Exemplar Law Partners June 2008 - August 2008
Ropes & Gray LLP January 2005 - May 2008
Skills
Government Contracting, Government Procurement, Contract Writing, Contract Management, Contracts Review, FAR, Legal Research, Defense Contracting
Education
New England School of Law 2005 — 2009
JD
Hampshire College 1998 — 2002
B.A., Japanese Language and Culture
Jeff Terlinden Jeff Terlinden's Fidelity Investments Experience April 2007 - February 2009
Job Senior Program Manager Cloud Solutions
Industry Financial Services
Experience
Vantiv August 2014 - Present
Citi October 2012 - August 2014
Vantiv May 2010 - October 2012
Western & Southern Financial Group August 2009 - May 2010
Fidelity Investments April 2007 - February 2009
Fidelity Investments October 2005 - April 2007
Fidelity Investments October 2003 - October 2005
Fidelity Investments September 1999 - October 2003
Fidelity Investments June 1996 - September 1999
National City Bank January 1993 - June 1996
Skills
Program Management, Cross-functional Team..., Leadership, Team Leadership, Management, Project Management, Six Sigma, Mentoring, Strategy, Process Improvement, Coaching, Team Management, Waterfall, Process Management, CRM, Agile & Waterfall..., Change Management, Agile Project Management
Education
Xavier University
Master of Business Administration, Business
Thomas More College
Bachelor of Arts, Economics and Business Administration
Hanover College
Bachelor of Arts, Business Administration
LaSalle High School
Diploma, College Prep
Vantiv August 2014 - Present
Citi October 2012 - August 2014
Vantiv May 2010 - October 2012
Western & Southern Financial Group August 2009 - May 2010
Fidelity Investments April 2007 - February 2009
Fidelity Investments October 2005 - April 2007
Fidelity Investments October 2003 - October 2005
Fidelity Investments September 1999 - October 2003
Fidelity Investments June 1996 - September 1999
National City Bank January 1993 - June 1996
Skills
Program Management, Cross-functional Team..., Leadership, Team Leadership, Management, Project Management, Six Sigma, Mentoring, Strategy, Process Improvement, Coaching, Team Management, Waterfall, Process Management, CRM, Agile & Waterfall..., Change Management, Agile Project Management
Education
Xavier University
Master of Business Administration, Business
Thomas More College
Bachelor of Arts, Economics and Business Administration
Hanover College
Bachelor of Arts, Business Administration
LaSalle High School
Diploma, College Prep
Chris Herman's Fidelity Investments Experience November 2011 - Present
Job Senior Vice President, Product ManagementWorkplace Investing at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2011 - Present
Education
Harvard Business School 1994 — 1996
Purdue University - Krannert School of Management 1986 — 1990
BS, Industrial Management, Computer Science
Fidelity Investments November 2011 - Present
Education
Harvard Business School 1994 — 1996
Purdue University - Krannert School of Management 1986 — 1990
BS, Industrial Management, Computer Science
Sean Chung Sean Chung's Fidelity Investments Experience September 2006 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Mid-Minnesota Legal Aid, Immigration Law Clinic January 2013 - April 2013
Upper Midwest Pension Rights Project June 2012 - November 2012
Cray Inc. June 2012 - August 2012
Constitutional Court of Korea July 2011 - August 2011
Fidelity Investments September 2006 - October 2009
Skills
Pension Administration, Defined Benefit, Pensions, MS Excel Pivot Tables, SAS Programming, Actuarial Exams, Actuarial Science, Financial Analysis, Valuation
Education
Hamline University School of Law 2010 — 2013
Juris Doctor (J.D.), Law
University of Toronto - University College 2002 — 2006
Honours Bachelor of Science, Actuarial Science
Mid-Minnesota Legal Aid, Immigration Law Clinic January 2013 - April 2013
Upper Midwest Pension Rights Project June 2012 - November 2012
Cray Inc. June 2012 - August 2012
Constitutional Court of Korea July 2011 - August 2011
Fidelity Investments September 2006 - October 2009
Skills
Pension Administration, Defined Benefit, Pensions, MS Excel Pivot Tables, SAS Programming, Actuarial Exams, Actuarial Science, Financial Analysis, Valuation
Education
Hamline University School of Law 2010 — 2013
Juris Doctor (J.D.), Law
University of Toronto - University College 2002 — 2006
Honours Bachelor of Science, Actuarial Science
Isabel Barrow's Fidelity Investments Experience March 2005 - April 2013
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2013 - Present
Fidelity Investments March 2005 - April 2013
Morgan Stanley September 2001 - March 2005
Education
Hamilton College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Sidwell Friends High School
Edelman Financial Services May 2013 - Present
Fidelity Investments March 2005 - April 2013
Morgan Stanley September 2001 - March 2005
Education
Hamilton College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Sidwell Friends High School
Branden Gaut Branden Gaut's Fidelity Investments Experience October 2011 - September 2013
Job VP, Financial Advisor with JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC July 2015 - Present
City National Bank September 2013 - July 2015
Fidelity Investments October 2011 - September 2013
National Planning Corporation (NPC) April 2009 - October 2011
Fidelity Investments June 2007 - February 2009
Education
Hampton University 2003 — 2007
Bachelor's degree, Finance
JP Morgan Securities, LLC July 2015 - Present
City National Bank September 2013 - July 2015
Fidelity Investments October 2011 - September 2013
National Planning Corporation (NPC) April 2009 - October 2011
Fidelity Investments June 2007 - February 2009
Education
Hampton University 2003 — 2007
Bachelor's degree, Finance
Jesse Fulmer, SPHR, GPHR, CPP, SHRM-SCP's Fidelity Investments Experience December 2012 - July 2013
Job Resource Manager at Deloitte
Industry Human Resources
Experience
Deloitte August 2013 - Present
Fidelity Investments December 2012 - July 2013
Doosan January 2011 - November 2012
Ceridian March 2008 - December 2010
PwC January 2006 - October 2007
Bank of America (Formerly MBNA) April 1999 - January 2006
Skills
Payroll, Vendor Management, ADP Payroll, Accounting, Expatriate Management, General Ledger, HRIS, Human Resources, Employee Relations, Employee Benefits, Deferred Compensation, Talent Management, Recruiting, Process Improvement, Ceridian Payroll, SAP, PeopleSoft, Benefits Administration, Training, Onboarding, Management, Applicant Tracking..., Program Management, Ceridian
Education
Wilmington University 2002 — 2004
B.S., Marketing
Wilmington University 2000 — 2002
B.S., Business Management
Harford Community College 1994 — 1998
A.A., General Studies
Deloitte August 2013 - Present
Fidelity Investments December 2012 - July 2013
Doosan January 2011 - November 2012
Ceridian March 2008 - December 2010
PwC January 2006 - October 2007
Bank of America (Formerly MBNA) April 1999 - January 2006
Skills
Payroll, Vendor Management, ADP Payroll, Accounting, Expatriate Management, General Ledger, HRIS, Human Resources, Employee Relations, Employee Benefits, Deferred Compensation, Talent Management, Recruiting, Process Improvement, Ceridian Payroll, SAP, PeopleSoft, Benefits Administration, Training, Onboarding, Management, Applicant Tracking..., Program Management, Ceridian
Education
Wilmington University 2002 — 2004
B.S., Marketing
Wilmington University 2000 — 2002
B.S., Business Management
Harford Community College 1994 — 1998
A.A., General Studies
Hannah Morse's Fidelity Investments Experience June 2014 - August 2014
Job Buying Intern, The Runway & Women's Best Brands Casual at The TJX Companies, Inc.
Industry
Experience
Signature Style Magazine September 2014 - Present
The TJX Companies, Inc. May 2015 - August 2015
The Beloved Witness Digital Humanities Initiative September 2014 - April 2015
Fidelity Investments June 2014 - August 2014
Camp Runoia June 2013 - August 2013
Skills
Community Outreach, Microsoft Excel, Microsoft Office, Public Speaking, Editing
Education
Hamilton College 2013 — 2017
Dover Sherborn High School 2009 — 2013
Signature Style Magazine September 2014 - Present
The TJX Companies, Inc. May 2015 - August 2015
The Beloved Witness Digital Humanities Initiative September 2014 - April 2015
Fidelity Investments June 2014 - August 2014
Camp Runoia June 2013 - August 2013
Skills
Community Outreach, Microsoft Excel, Microsoft Office, Public Speaking, Editing
Education
Hamilton College 2013 — 2017
Dover Sherborn High School 2009 — 2013
Jason Faulconer's Fidelity Investments Experience March 2004 - October 2006
Job Senior Manager at Cloud Sherpas
Industry Information Technology and Services
Experience
Cloud Sherpas August 2015 - Present
Cloud Sherpas August 2014 - August 2015
Cloud Sherpas August 2013 - August 2014
Bain Capital July 2012 - August 2013
Bain Capital January 2009 - July 2012
Fidelity Investments, HR Access September 2007 - January 2010
Retirement Services, Fidelity Investments October 2006 - September 2007
Fidelity Investments March 2004 - October 2006
Fidelity Investments June 2003 - March 2004
Fidelity Investments August 2000 - June 2003
Skills
Salesforce.com, Force.com, CRM, Business Analysis, Product Management, SaaS, Software Documentation, Management, Leadership, Project Management, Analysis, Process Improvement, Business Process, Requirements Gathering, Data Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Business Intelligence, Business Requirements
Education
Hartwick College 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Cloud Sherpas August 2015 - Present
Cloud Sherpas August 2014 - August 2015
Cloud Sherpas August 2013 - August 2014
Bain Capital July 2012 - August 2013
Bain Capital January 2009 - July 2012
Fidelity Investments, HR Access September 2007 - January 2010
Retirement Services, Fidelity Investments October 2006 - September 2007
Fidelity Investments March 2004 - October 2006
Fidelity Investments June 2003 - March 2004
Fidelity Investments August 2000 - June 2003
Skills
Salesforce.com, Force.com, CRM, Business Analysis, Product Management, SaaS, Software Documentation, Management, Leadership, Project Management, Analysis, Process Improvement, Business Process, Requirements Gathering, Data Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Business Intelligence, Business Requirements
Education
Hartwick College 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Brian Ishmael Brian Ishmael's Fidelity Investments Experience December 1993 - June 2000
Job Regional Vice President Hospitalist Division at Staff Care
Industry Staffing and Recruiting
Experience
Staff Care June 2000 - Present
Fidelity Investments December 1993 - June 2000
Skills
Temporary Staffing, Human Resources, Staffing Services, Applicant Tracking..., Talent Acquisition, Budgets, Process Improvement, Healthcare, Physicians, Management, Business Process..., Sales, Temporary Placement, Recruiting, Permanent Placement, Internet Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Interviews, Executive Search, Cold Calling, Hiring, Screening Resumes, College Recruiting, Benefits Negotiation, Onboarding, Screening, Employee Relations
Education
Hardin-Simmons University 1987 — 1991
B.B.S, Social Work
Staff Care June 2000 - Present
Fidelity Investments December 1993 - June 2000
Skills
Temporary Staffing, Human Resources, Staffing Services, Applicant Tracking..., Talent Acquisition, Budgets, Process Improvement, Healthcare, Physicians, Management, Business Process..., Sales, Temporary Placement, Recruiting, Permanent Placement, Internet Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Interviews, Executive Search, Cold Calling, Hiring, Screening Resumes, College Recruiting, Benefits Negotiation, Onboarding, Screening, Employee Relations
Education
Hardin-Simmons University 1987 — 1991
B.B.S, Social Work
Stephen Ringquist, J.D. Stephen Ringquist, J.D.'s Fidelity Investments Experience 2012 - 2014
Job Senior Vice President at MHS Companies
Industry Financial Services
Experience
Fidelity Investments 2012 - 2014
Jensen Sondrall & Persellin, P.A. 2008 - 2011
Brink, Sobolik, Severson, Malm, and Albrecht, P.A. 2006 - 2008
Skills
Business, Small Business..., Independent Investment..., Executive Level..., Risk Management, Employee Financial..., Business Continuity..., IRAs, Variable Annuities, Investment Strategies, Investment Advisory, Life Insurance, Finance, Portfolio Management, Wealth Management, Securities, Income Protection, Compliance, Investment Asset..., Leadership
Education
Hamline University School of Law 2003 — 2006
J.D., Business
Saint John's University 1998 — 2002
B.A., Political Science, Economics
Eden Prairie High School
Fidelity Investments 2012 - 2014
Jensen Sondrall & Persellin, P.A. 2008 - 2011
Brink, Sobolik, Severson, Malm, and Albrecht, P.A. 2006 - 2008
Skills
Business, Small Business..., Independent Investment..., Executive Level..., Risk Management, Employee Financial..., Business Continuity..., IRAs, Variable Annuities, Investment Strategies, Investment Advisory, Life Insurance, Finance, Portfolio Management, Wealth Management, Securities, Income Protection, Compliance, Investment Asset..., Leadership
Education
Hamline University School of Law 2003 — 2006
J.D., Business
Saint John's University 1998 — 2002
B.A., Political Science, Economics
Eden Prairie High School
Kathy Hull's Fidelity Investments Experience October 1996 - August 1998
Job Retired
Industry Accounting
Experience
Ameritas Retirement Plans (Union Central Life Insurance Company) January 2010 - July 2014
Paycor November 2005 - December 2009
J.P. Schlachter & Associates, Inc. December 1999 - October 2005
Fidelity Investments October 1996 - August 1998
Leshner Financial/Midwest Group of Funds 1992 - 1996
IRS February 1985 - December 1992
Skills
Retirement, Retirement Planning
Education
University of Cincinnati 1981 — 1984
Bachelor of Business Administration, Accounting, Marketing
Hanover College 1980 — 1981
Ameritas Retirement Plans (Union Central Life Insurance Company) January 2010 - July 2014
Paycor November 2005 - December 2009
J.P. Schlachter & Associates, Inc. December 1999 - October 2005
Fidelity Investments October 1996 - August 1998
Leshner Financial/Midwest Group of Funds 1992 - 1996
IRS February 1985 - December 1992
Skills
Retirement, Retirement Planning
Education
University of Cincinnati 1981 — 1984
Bachelor of Business Administration, Accounting, Marketing
Hanover College 1980 — 1981
Brandon Maegley Brandon Maegley's Fidelity Investments Experience December 2014 - Present
Job Workplace Planning & Guidance Consultant II at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments July 2013 - February 2014
Fidelity Investments September 2012 - July 2013
Skyline Chili May 2007 - August 2012
Hanover College May 2011 - May 2012
Skills
Customer Service, Retirement Planning, Series 7, Series 66, Investments, 401k, IRAs, Call Centers, Event Management, Time Management, People Skills, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Social Networking, Facebook, Twitter, LinkedIn, Social Media Marketing, Team Leadership, Marketing Communications, Coaching, Team Building, Analysis, Public Speaking, Teamwork, Leadership, Management, Customer Satisfaction, Critical Thinking, Budgets, Training, Marketing, Public Relations, Sports, Video Editing, Windows, Sales, Outlook, Social Skills, Self-driven, Team Management, Telephone Skills, Account Management, Building Relationships, Consultative Selling..., Defined Contribution
Education
Hanover College 2008 — 2012
Bachelor of Arts (BA), Communication
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments July 2013 - February 2014
Fidelity Investments September 2012 - July 2013
Skyline Chili May 2007 - August 2012
Hanover College May 2011 - May 2012
Skills
Customer Service, Retirement Planning, Series 7, Series 66, Investments, 401k, IRAs, Call Centers, Event Management, Time Management, People Skills, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Social Networking, Facebook, Twitter, LinkedIn, Social Media Marketing, Team Leadership, Marketing Communications, Coaching, Team Building, Analysis, Public Speaking, Teamwork, Leadership, Management, Customer Satisfaction, Critical Thinking, Budgets, Training, Marketing, Public Relations, Sports, Video Editing, Windows, Sales, Outlook, Social Skills, Self-driven, Team Management, Telephone Skills, Account Management, Building Relationships, Consultative Selling..., Defined Contribution
Education
Hanover College 2008 — 2012
Bachelor of Arts (BA), Communication
Bryant Carter Bryant Carter's Fidelity Investments Experience September 2006 - August 2013
Job Investment/Portfolio Specialist at Nelson Wealth Managers of Raymond James
Industry Financial Services
Experience
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Raymond James February 2015 - Present
Scottrade July 2014 - February 2015
EcoHorizon Energy August 2013 - June 2014
Fidelity Investments September 2006 - August 2013
Wachovia Securities October 2002 - September 2006
Public Allies Delaware 2001 - 2002
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Finance, Investment Advisory, Uniform Combined State..., 401k, Securities, Alternative Investments, Investment Strategies
Education
Hampden-Sydney College 1995 — 1999
BS, Biology
Cale Bearden's Fidelity Investments Experience September 2013 - Present
Job Active Trader Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Bear Investments Inc. February 2013 - September 2013
Parkway Advisors, L.P. September 2012 - February 2013
Central Texas Auto Recyclers October 2005 - August 2012
OptionsXpress Coaching January 2012 - May 2012
Skills
Technical Analysis, Sales, Series 7, Series 63, Communication, Inventory Management, Inventory Control, Stocks, Team Leadership, Building Relationships, Customer Service, Problem Solving, Futures Trading, Options Strategies, Risk Management, Equity Trading
Education
Hardin-Simmons University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments September 2013 - Present
Bear Investments Inc. February 2013 - September 2013
Parkway Advisors, L.P. September 2012 - February 2013
Central Texas Auto Recyclers October 2005 - August 2012
OptionsXpress Coaching January 2012 - May 2012
Skills
Technical Analysis, Sales, Series 7, Series 63, Communication, Inventory Management, Inventory Control, Stocks, Team Leadership, Building Relationships, Customer Service, Problem Solving, Futures Trading, Options Strategies, Risk Management, Equity Trading
Education
Hardin-Simmons University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Brendan Hamel's Fidelity Investments Experience October 2011 - February 2012
Job Senior Research Analyst at Granite Telecommunications
Industry Telecommunications
Experience
Granite Telecommunications February 2015 - Present
Granite Telecommunications March 2013 - February 2015
Shoreline Maintenance & Landscaping May 2012 - March 2013
Cengage Learning March 2012 - May 2012
Fidelity Investments October 2011 - February 2012
Mercer Human Resource Consulting August 2010 - February 2011
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Customer Service, Data Analysis, Microsoft Word, Outlook, Social Networking, Event Planning
Education
Hartwick College 2006 — 2010
BA, Sociology
Hingham High 2002 — 2006
Granite Telecommunications February 2015 - Present
Granite Telecommunications March 2013 - February 2015
Shoreline Maintenance & Landscaping May 2012 - March 2013
Cengage Learning March 2012 - May 2012
Fidelity Investments October 2011 - February 2012
Mercer Human Resource Consulting August 2010 - February 2011
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Customer Service, Data Analysis, Microsoft Word, Outlook, Social Networking, Event Planning
Education
Hartwick College 2006 — 2010
BA, Sociology
Hingham High 2002 — 2006
Weidian Ma Weidian Ma's Fidelity Investments Experience April 1996 - November 2008
Job Sr. Software Engineer at PerkinElmer, Inc.
Industry Electrical/Electronic Manufacturing
Experience
PerkinElmer, Inc. November 2014 - Present
PerkinElmer August 2014 - November 2014
Princeton Instruments March 2011 - May 2014
Touchcom March 2009 - June 2010
Fidelity Investments April 1996 - November 2008
Prudential Financial July 1994 - February 1996
Carleton University September 1988 - March 1994
Tsinghua University April 1986 - June 1988
Skills
Agile Methodologies, Software Development, Testing, Process Improvement, Security, Programming, Penetration Testing, Integration, Unix, Requirements Analysis, Perl, Software Project..., System Architecture, SOA, Management, Scrum, Software Engineering, SDLC, .NET, Web Services, Visual Studio, C#, Microsoft SQL Server, IIS
Education
Harbin Institute of Technology
PerkinElmer, Inc. November 2014 - Present
PerkinElmer August 2014 - November 2014
Princeton Instruments March 2011 - May 2014
Touchcom March 2009 - June 2010
Fidelity Investments April 1996 - November 2008
Prudential Financial July 1994 - February 1996
Carleton University September 1988 - March 1994
Tsinghua University April 1986 - June 1988
Skills
Agile Methodologies, Software Development, Testing, Process Improvement, Security, Programming, Penetration Testing, Integration, Unix, Requirements Analysis, Perl, Software Project..., System Architecture, SOA, Management, Scrum, Software Engineering, SDLC, .NET, Web Services, Visual Studio, C#, Microsoft SQL Server, IIS
Education
Harbin Institute of Technology
Jeanne Thompson Jeanne Thompson's Fidelity Investments Experience 2011 - Present
Job Vice President; Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 2005 - 2007
Skills
Financial Services, 401k, Strategy, Employee Benefits, Process Improvement, Program Management, Performance Management, Retirement, Team Building
Education
University of Bridgeport 1991 — 1992
Master of Science, Education
Hartwick College 1985 — 1989
B.A., Economics
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 2005 - 2007
Skills
Financial Services, 401k, Strategy, Employee Benefits, Process Improvement, Program Management, Performance Management, Retirement, Team Building
Education
University of Bridgeport 1991 — 1992
Master of Science, Education
Hartwick College 1985 — 1989
B.A., Economics
David Boxmeyer's Fidelity Investments Experience October 2010 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments March 2009 - October 2010
Fidelity Investments October 2007 - March 2009
Fidelity Investments August 2005 - September 2007
Capital One March 2003 - August 2005
Capital One August 2002 - March 2003
Deloitte Consulting June 2001 - August 2001
United States Navy January 1999 - May 2000
United States Navy February 1996 - September 1998
Skills
Strategy, Product Management, Analytics, Program Management
Education
Harvard Business School 2000 — 2002
MBA
United States Naval Academy 1991 — 1995
BS
Norwood High
Fidelity Investments October 2010 - Present
Fidelity Investments March 2009 - October 2010
Fidelity Investments October 2007 - March 2009
Fidelity Investments August 2005 - September 2007
Capital One March 2003 - August 2005
Capital One August 2002 - March 2003
Deloitte Consulting June 2001 - August 2001
United States Navy January 1999 - May 2000
United States Navy February 1996 - September 1998
Skills
Strategy, Product Management, Analytics, Program Management
Education
Harvard Business School 2000 — 2002
MBA
United States Naval Academy 1991 — 1995
BS
Norwood High
Deneen Szczech's Fidelity Investments Experience February 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Northwestern Mutual December 2003 - February 2015
COUNTRY ® Financial July 2000 - December 2003
Skills
Disability Insurance, Strategic Financial..., Long Term Care Insurance, Long-term Care, Life Insurance, Insurance, Retirement, Series 7, Series 6, Series 63, Fixed Annuities, Term Life Insurance, Retirement Planning, Wealth Management, Financial Planning, Life & Health Insurance, Annuities, Long Term Care, Property & Casualty..., Long-term Customer..., Customer Service, Customer Satisfaction, Customer Experience
Education
Harper College 1995 — 2000
Associates Degree, Insurance and Financial Services
Fidelity Investments February 2015 - Present
Northwestern Mutual December 2003 - February 2015
COUNTRY ® Financial July 2000 - December 2003
Skills
Disability Insurance, Strategic Financial..., Long Term Care Insurance, Long-term Care, Life Insurance, Insurance, Retirement, Series 7, Series 6, Series 63, Fixed Annuities, Term Life Insurance, Retirement Planning, Wealth Management, Financial Planning, Life & Health Insurance, Annuities, Long Term Care, Property & Casualty..., Long-term Customer..., Customer Service, Customer Satisfaction, Customer Experience
Education
Harper College 1995 — 2000
Associates Degree, Insurance and Financial Services
John P. Garrett's Fidelity Investments Experience 2003 - 2005
Job Asst. Vice President, Distribution Compliance Senior ManagerGlobal Sales Practices at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2011 - Present
Natixis Global Asset Management June 2006 - July 2011
MetLife 2005 - 2006
Fidelity Investments 2003 - 2005
MetLife Financial Services 2002 - 2003
Skills
Series 7, Financial Risk, Series 24
Education
New England School of Law 2009 — 2013
Doctor of Law (J.D.)
Hamilton College 1999 — 2003
Bachelor of Arts (B.A.), Government and Economics
MFS Investment Management July 2011 - Present
Natixis Global Asset Management June 2006 - July 2011
MetLife 2005 - 2006
Fidelity Investments 2003 - 2005
MetLife Financial Services 2002 - 2003
Skills
Series 7, Financial Risk, Series 24
Education
New England School of Law 2009 — 2013
Doctor of Law (J.D.)
Hamilton College 1999 — 2003
Bachelor of Arts (B.A.), Government and Economics
Barbara Zavon's Fidelity Investments Experience June 2015 - Present
Job Senior Software Engineer Developer at Fidelity Investments
Industry Computer Software
Kevin Bishop, CFA's Fidelity Investments Experience July 2003 - March 2014
Job Director, Investor Relations at Guggenheim Real Estate
Industry Investment Management
Experience
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Guggenheim Partners April 2014 - Present
Fidelity Investments July 2003 - March 2014
Boston Partners Asset Management July 1999 - July 2003
Brown Brothers Harriman September 1997 - July 1999
Skills
Real Estate Private..., Investor Relations, Relationship Management, Institutional Investors, Consultant relations, Business Development, Product Development, Product Management, Commercial Real Estate, REIT, Securities, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Limited Partnerships, Asset Managment, Investment Management, Investments, Chartered Financial..., Investment Strategies, Series 7, Series 63, Bloomberg, Competitive Analysis
Education
Hamilton College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Bishop Hendricken High School 1989 — 1993
Gracie Wu's Fidelity Investments Experience 2003 - 2003
Job data system engineer at efivutek
Industry Computer Software
Experience
Cambridge Trust Company 2010 - Present
efi-vutek April 2004 - September 2009
Fidelity Investments 2003 - 2003
University of New Hampshire 1999 - 2003
Education
Harbin Institute of Technology
MS, Electrical Engineering
Harbin Institute of Technology
Bachelor, Electrical Engineering
University of New Hampshire
MS, Computer Science
Cambridge Trust Company 2010 - Present
efi-vutek April 2004 - September 2009
Fidelity Investments 2003 - 2003
University of New Hampshire 1999 - 2003
Education
Harbin Institute of Technology
MS, Electrical Engineering
Harbin Institute of Technology
Bachelor, Electrical Engineering
University of New Hampshire
MS, Computer Science
Mark Sack, CIM's Fidelity Investments Experience January 2001 - May 2003
Job Client Advisor, VicePresident at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
Amy Driscoll Gold, SPHR's Fidelity Investments Experience May 2011 - March 2014
Job Vice President, Development Consultant at Citizens Financial Group, Inc.
Industry Human Resources
Experience
Citizens Financial Group, Inc. December 2014 - Present
Fidelity Investments May 2011 - March 2014
Harborside HR September 2006 - April 2011
Good Technology 2001 - 2004
Nextdoor Networks 2000 - 2001
BBN 1995 - 2001
Skills
Talent Management, Talent Acquisition, Workforce Planning, Succession Planning, Onboarding, Human Resources, Deferred Compensation, Performance Management, Strategy, Employee Benefits, Employee Engagement, Recruiting, Personnel Management, Organizational Design
Education
Hamilton College
Bachelor of Arts (BA), Political Science and Spanish
Citizens Financial Group, Inc. December 2014 - Present
Fidelity Investments May 2011 - March 2014
Harborside HR September 2006 - April 2011
Good Technology 2001 - 2004
Nextdoor Networks 2000 - 2001
BBN 1995 - 2001
Skills
Talent Management, Talent Acquisition, Workforce Planning, Succession Planning, Onboarding, Human Resources, Deferred Compensation, Performance Management, Strategy, Employee Benefits, Employee Engagement, Recruiting, Personnel Management, Organizational Design
Education
Hamilton College
Bachelor of Arts (BA), Political Science and Spanish
Grant McCarson's Fidelity Investments Experience May 2014 - Present
Job Senior Service Delivery Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments September 1997 - May 2014
Fidelity Investments 1997 - 2008
Skills
Quality Assurance, Process Improvement, Call Center, Business Analysis, Six Sigma, Vendor Management, SDLC, Series 63, Call Centers, Risk Management, Software Documentation, Outsourcing, Leadership, Visio, Team Building, Change Management, Project Management, Analysis, Team Leadership, Financial Services, Program Management, PMP, Cross-functional Team..., Relationship Management, Business Process..., Customer Service, Requirements Analysis, Strategic Planning, Training, Disaster Recovery, Troubleshooting, Management
Education
Southwestern Baptist Theological Seminary 1992 — 1995
MAMFC, Marriage and Family Counseling
Hardin-Simmons University 1987 — 1992
Bachelor of Behavioral Science, Theology/Theological Studies
Fidelity Investments May 2014 - Present
Fidelity Investments September 1997 - May 2014
Fidelity Investments 1997 - 2008
Skills
Quality Assurance, Process Improvement, Call Center, Business Analysis, Six Sigma, Vendor Management, SDLC, Series 63, Call Centers, Risk Management, Software Documentation, Outsourcing, Leadership, Visio, Team Building, Change Management, Project Management, Analysis, Team Leadership, Financial Services, Program Management, PMP, Cross-functional Team..., Relationship Management, Business Process..., Customer Service, Requirements Analysis, Strategic Planning, Training, Disaster Recovery, Troubleshooting, Management
Education
Southwestern Baptist Theological Seminary 1992 — 1995
MAMFC, Marriage and Family Counseling
Hardin-Simmons University 1987 — 1992
Bachelor of Behavioral Science, Theology/Theological Studies
Nathan Vandergrift's Fidelity Investments Experience August 2014 - Present
Job Management Consultant at Fidelity Business Consulting
Industry Management Consulting
Experience
Fidelity Investments August 2014 - Present
Investor Group Services (IGS) June 2013 - August 2013
Cambridge Associates December 2010 - July 2012
Cambridge Associates July 2010 - December 2010
Cambridge Associates December 2009 - July 2010
Cambridge Associates July 2008 - December 2009
John F. Kennedy Library Foundation June 2007 - August 2007
Economic Opportunity Institute June 2005 - August 2005
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Hamilton College 2004 — 2008
BA, Economics, Public Policy, Summa Cum Laude
Fidelity Investments August 2014 - Present
Investor Group Services (IGS) June 2013 - August 2013
Cambridge Associates December 2010 - July 2012
Cambridge Associates July 2010 - December 2010
Cambridge Associates December 2009 - July 2010
Cambridge Associates July 2008 - December 2009
John F. Kennedy Library Foundation June 2007 - August 2007
Economic Opportunity Institute June 2005 - August 2005
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Hamilton College 2004 — 2008
BA, Economics, Public Policy, Summa Cum Laude
Elizabeth Hurley's Fidelity Investments Experience April 2008 - August 2009
Job VP, Global Ethics Operations Manager at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
State Street July 2015 - Present
State Street December 2014 - July 2015
MFS Investment Management March 2012 - December 2014
MFS Investment Management August 2009 - February 2012
Fidelity Investments April 2008 - August 2009
First Marblehead Education Resources December 2007 - February 2008
State Street Bank April 2007 - September 2007
Fidelity Investments October 2004 - April 2007
Fidelity Investments March 2004 - October 2004
Fidelity Investments December 2001 - March 2004
Skills
Financial Risk, Process Improvement, Management, Financial Services, Mutual Funds, Investments, Bloomberg, Fixed Income, Equities, Securities, Asset Managment, Banking
Education
Hamilton College 1997 — 2001
BA, French
Tabor Academy 1993 — 1997
High School
Matthew Canelli's Fidelity Investments Experience December 2000 - September 2010
Job at AonHewitt
Industry Financial Services
Experience
Aon Hewitt January 2011 - Present
Fidelity Investments December 2000 - September 2010
William M. Mercer, Incorporated January 1993 - December 2000
BayBanks, Incorporated January 1992 - January 1993
Skills
Pension Administration, Defined Benefit, Pensions, Employee Benefits, Actuarial Science, Program Management, Retirement, Analysis, ERISA, Human Resources, Management, Leadership, Strategy
Education
Hamilton College 1987 — 1991
B.A., Mathematics
Aon Hewitt January 2011 - Present
Fidelity Investments December 2000 - September 2010
William M. Mercer, Incorporated January 1993 - December 2000
BayBanks, Incorporated January 1992 - January 1993
Skills
Pension Administration, Defined Benefit, Pensions, Employee Benefits, Actuarial Science, Program Management, Retirement, Analysis, ERISA, Human Resources, Management, Leadership, Strategy
Education
Hamilton College 1987 — 1991
B.A., Mathematics
Byron Walls's Fidelity Investments Experience August 2015 - Present
Job Vice President, Professional Services Procurement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - July 2015
Fidelity Investments August 2006 - December 2012
Fidelity Investments October 2004 - July 2006
Fidelity Investments January 2001 - October 2004
Fidelity Investments June 1999 - December 2000
Fidelity Investments December 1995 - June 1999
Fidelity Investments October 1992 - December 1995
Fidelity Investments November 1989 - October 1992
Fidelity Investments October 1986 - November 1989
Skills
Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Operations Management, Change Management, Business Process..., Procurement, Project Management, PMP, Project Portfolio..., Customer Service, Financial Services, PMO, Management, Leadership, Business Process, Call Centers, Strategic Planning
Education
Harding University 1980 — 1985
Bachelor of Science (BS), Marketing/Marketing Management, General
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - July 2015
Fidelity Investments August 2006 - December 2012
Fidelity Investments October 2004 - July 2006
Fidelity Investments January 2001 - October 2004
Fidelity Investments June 1999 - December 2000
Fidelity Investments December 1995 - June 1999
Fidelity Investments October 1992 - December 1995
Fidelity Investments November 1989 - October 1992
Fidelity Investments October 1986 - November 1989
Skills
Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Operations Management, Change Management, Business Process..., Procurement, Project Management, PMP, Project Portfolio..., Customer Service, Financial Services, PMO, Management, Leadership, Business Process, Call Centers, Strategic Planning
Education
Harding University 1980 — 1985
Bachelor of Science (BS), Marketing/Marketing Management, General
Adam Torrey's Fidelity Investments Experience January 2013 - Present
Job Principal Business Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments December 2009 - December 2012
Fidelity Investments May 2007 - December 2009
Fidelity Investments January 2006 - May 2007
Veritude September 2005 - January 2006
Skills
Business Analysis, Agile Methodologies, Systems Analysis, Process Improvement, Business Intelligence, Requirements Analysis, Project Management, Visio, Requirements Gathering, Access, Data Warehousing, Oracle, SDLC, Program Management
Education
Hartwick College 2001 — 2005
Bachelor of Science (BS), Information Science
Fidelity Investments January 2013 - Present
Fidelity Investments December 2009 - December 2012
Fidelity Investments May 2007 - December 2009
Fidelity Investments January 2006 - May 2007
Veritude September 2005 - January 2006
Skills
Business Analysis, Agile Methodologies, Systems Analysis, Process Improvement, Business Intelligence, Requirements Analysis, Project Management, Visio, Requirements Gathering, Access, Data Warehousing, Oracle, SDLC, Program Management
Education
Hartwick College 2001 — 2005
Bachelor of Science (BS), Information Science
Jeffrey DiNicola's Fidelity Investments Experience 1995 - 1997
Job Senior Counsel at Voya
Industry Financial Services
Experience
ING Institutional Plan Services (formally known as CitiStreet) July 2008 - August 2014
CitiStreet LLC, A State Street & Citigroup Company 2001 - July 2008
Putnam Investments 1997 - 2001
Fidelity Investments 1995 - 1997
Murphy & OConnell 1989 - 1995
Casner & Edwards, LLP 1984 - 1986
Education
Suffolk University Law School 1986 — 1989
Hampshire College 1980 — 1984
BA
ING Institutional Plan Services (formally known as CitiStreet) July 2008 - August 2014
CitiStreet LLC, A State Street & Citigroup Company 2001 - July 2008
Putnam Investments 1997 - 2001
Fidelity Investments 1995 - 1997
Murphy & OConnell 1989 - 1995
Casner & Edwards, LLP 1984 - 1986
Education
Suffolk University Law School 1986 — 1989
Hampshire College 1980 — 1984
BA
Steven Sundberg's Fidelity Investments Experience September 2012 - Present
Job VP, Account Executive, Institutional Defined Contribution Investment Only
Industry Investment Management
Experience
Fidelity Investments September 2012 - Present
Rainier Investment Management July 2000 - September 2012
Safeco Insurance March 1996 - July 2000
Education
Hartwick College 1979 — 1983
Bachelor of Arts (BA), Economics/Biology
Fidelity Investments September 2012 - Present
Rainier Investment Management July 2000 - September 2012
Safeco Insurance March 1996 - July 2000
Education
Hartwick College 1979 — 1983
Bachelor of Arts (BA), Economics/Biology
Brett Schweizer's Fidelity Investments Experience October 1995 - August 2002
Job Sales Executive
Industry Financial Services
Experience
Vanguard May 2012 - Present
Sterling Capital Management September 2002 - May 2012
Fidelity Investments October 1995 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Fixed Income, Financial Services, Sales, Business Development, Equities, Investment Strategies
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
The Taft School 1988 — 1991
Vanguard May 2012 - Present
Sterling Capital Management September 2002 - May 2012
Fidelity Investments October 1995 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Fixed Income, Financial Services, Sales, Business Development, Equities, Investment Strategies
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
The Taft School 1988 — 1991
Renee Carrel's Fidelity Investments Experience 1988 - 1993
Job Marketing Manager at McNeil Nutritionals
Industry Consumer Goods
Experience
McNeil Nutritionals Marketing ManagerJohnson & Johnson2007 - Present
McNeil Nutritionals (Div of J&J) 2006 - 2010
McNeil Consumer Healthcare 1997 - 2007
John Hancock Mutual Funds March 1993 - July 1995
Fidelity Investments 1988 - 1993
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Markting
Hamilton College 1984 — 1988
BA, Political Science
Westminster School 1981 — 1984
High School
South Junior High School
South Junior High School
McNeil Nutritionals Marketing ManagerJohnson & Johnson2007 - Present
McNeil Nutritionals (Div of J&J) 2006 - 2010
McNeil Consumer Healthcare 1997 - 2007
John Hancock Mutual Funds March 1993 - July 1995
Fidelity Investments 1988 - 1993
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Markting
Hamilton College 1984 — 1988
BA, Political Science
Westminster School 1981 — 1984
High School
South Junior High School
South Junior High School
Mary Ells's Fidelity Investments Experience January 2015 - Present
Job Financial Anayst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments October 2008 - December 2014
Fidelity Investments 1995 - 2009
Fidelity Investments July 2000 - October 2008
Skills
Financial Services, Business Analysis, Analytics, Relationship Management, Data Analysis, Visio, Requirements Analysis, Requirements Gathering, CRM, Database Marketing, Analysis, Process Improvement, Systems Analysis
Education
Hartwick College 1986 — 1990
BA, English Literature
Fidelity Investments January 2015 - Present
Fidelity Investments October 2008 - December 2014
Fidelity Investments 1995 - 2009
Fidelity Investments July 2000 - October 2008
Skills
Financial Services, Business Analysis, Analytics, Relationship Management, Data Analysis, Visio, Requirements Analysis, Requirements Gathering, CRM, Database Marketing, Analysis, Process Improvement, Systems Analysis
Education
Hartwick College 1986 — 1990
BA, English Literature
Nancy Morris's Fidelity Investments Experience 1992 - 1994
Job Chief Compliance Officer at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2012 - Present
Allianz Global Investors May 2008 - March 2012
U.S. Securities and Exchange Commission 2006 - 2008
US Securities and Exchange Commission 2004 - 2006
T Rowe Price 1994 - 2004
Fidelity Investments 1992 - 1994
U.S. Securities and Exchange Commission 1985 - 1992
Sutherland, Asbill & Brennan 1983 - 1985
Education
University of Idaho 2000 — 2003
JD, Law
Hartwick College 1970 — 1974
BA, Sociology and Ethics
Wellington Management April 2012 - Present
Allianz Global Investors May 2008 - March 2012
U.S. Securities and Exchange Commission 2006 - 2008
US Securities and Exchange Commission 2004 - 2006
T Rowe Price 1994 - 2004
Fidelity Investments 1992 - 1994
U.S. Securities and Exchange Commission 1985 - 1992
Sutherland, Asbill & Brennan 1983 - 1985
Education
University of Idaho 2000 — 2003
JD, Law
Hartwick College 1970 — 1974
BA, Sociology and Ethics
Elsa Perry's Fidelity Investments Experience 2009 - Present
Job Solution Manager, Learning and Development at Fidelity Investments
Industry Professional Training & Coaching
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2000 - 2005
Education
Hamilton College 1994 — 1998
Bachelor of Arts, French
Fidelity Investments 2009 - Present
Fidelity Investments 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2000 - 2005
Education
Hamilton College 1994 — 1998
Bachelor of Arts, French
Oliver Cuellar, MBA, PMP's Fidelity Investments Experience January 2015 - Present
Job Senior Manager of Software Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments 2014 - January 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2005 - June 2014
TU Services 1998 - 1999
Skills
Agile Methodologies, SDLC, Web Services, Java Enterprise Edition, Software Project..., XML, Software Development, SOA, Requirements Analysis, WCF, SOAP, Tomcat, JavaScript, C#, Waterfall, Perl, Oracle, Visual C++, WebSphere Application..., Flex, ASP.NET MVC, Microsoft SQL Server, ClearCase, CVS, Silverlight, jQuery, HTML 5, Log4j, ActionScript, JSON, VB.NET, XSLT, Red Hat Linux, .NET
Education
The University of Dallas 2000 — 2003
MBA, eBusiness
Hardin-Simmons University 1996 — 1998
BS, Mathematics and Computer Science
Fidelity Investments January 2015 - Present
Fidelity Investments 2014 - January 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
Fidelity Investments 2005 - June 2014
TU Services 1998 - 1999
Skills
Agile Methodologies, SDLC, Web Services, Java Enterprise Edition, Software Project..., XML, Software Development, SOA, Requirements Analysis, WCF, SOAP, Tomcat, JavaScript, C#, Waterfall, Perl, Oracle, Visual C++, WebSphere Application..., Flex, ASP.NET MVC, Microsoft SQL Server, ClearCase, CVS, Silverlight, jQuery, HTML 5, Log4j, ActionScript, JSON, VB.NET, XSLT, Red Hat Linux, .NET
Education
The University of Dallas 2000 — 2003
MBA, eBusiness
Hardin-Simmons University 1996 — 1998
BS, Mathematics and Computer Science
Hedy Whitney's Fidelity Investments Experience 1997 - 2000
Job Human Resources Executive
Industry Human Resources
Experience
Aspen Technology, Inc. 2005 - 2008
New England Business Services, Inc. 2002 - 2004
Fidelity Investments 1997 - 2000
BayBank 1991 - 1996
Education
Suffolk University Law School
JD, Law
Hamilton College 1968 — 1971
BA, Psychology, Education
Aspen Technology, Inc. 2005 - 2008
New England Business Services, Inc. 2002 - 2004
Fidelity Investments 1997 - 2000
BayBank 1991 - 1996
Education
Suffolk University Law School
JD, Law
Hamilton College 1968 — 1971
BA, Psychology, Education
Michele Pagliuca's Fidelity Investments Experience 2003 - 2009
Job Sales Support
Industry Apparel & Fashion
Experience
The Rockport Company September 2013 - Present
Bern Unlimited 2010 - 2010
Fidelity Investments 2003 - 2009
Skills
Customer Service, Microsoft Office, Strategic Planning, Executive..., Sales Process, Manage Client..., Event Planning, Portfolio Management, Series 63, Marketing
Education
Hartwick College
BA, History
The Rockport Company September 2013 - Present
Bern Unlimited 2010 - 2010
Fidelity Investments 2003 - 2009
Skills
Customer Service, Microsoft Office, Strategic Planning, Executive..., Sales Process, Manage Client..., Event Planning, Portfolio Management, Series 63, Marketing
Education
Hartwick College
BA, History
charles stoneman's Fidelity Investments Experience 2000 - 2009
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments 2000 - 2009
Fidelity Investments 1998 - 2000
Fidelity Investments 1994 - 1998
Education
Hartwick College
Fidelity Investments 2000 - 2009
Fidelity Investments 1998 - 2000
Fidelity Investments 1994 - 1998
Education
Hartwick College
Alex Sacerdote's Fidelity Investments Experience 2004 - March 2006
Job Owner, Whale Rock Capital Management
Industry Financial Services
Experience
Whale Rock Capital Management March 2006 - Present
Fidelity Investments 2004 - March 2006
Fidelity Investments 1999 - 2004
Interactive Imaginations 1996 - 1997
Smith Barney 1994 - 1996
Skills
Alternative Investments, Equities, Equity Research, Finance
Education
Harvard Business School 1997 — 1999
MBA
Hamilton College 1990 — 1994
BA, Political Science and Government
Taft School
Taft School
Whale Rock Capital Management March 2006 - Present
Fidelity Investments 2004 - March 2006
Fidelity Investments 1999 - 2004
Interactive Imaginations 1996 - 1997
Smith Barney 1994 - 1996
Skills
Alternative Investments, Equities, Equity Research, Finance
Education
Harvard Business School 1997 — 1999
MBA
Hamilton College 1990 — 1994
BA, Political Science and Government
Taft School
Taft School
Andrew Laskowski's Fidelity Investments Experience February 2013 - Present
Job Vice President, Retirement Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments November 2011 - March 2013
Fidelity Investments February 2008 - October 2010
Fidelity Investments September 2005 - January 2008
Fidelity Investments August 2004 - August 2005
Skills
Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Sales, Bloomberg, Series 7, Investments, Fixed Income, Asset Management, Equities
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Economics
The Hotchkiss School 1997 — 2000
Fidelity Investments February 2013 - Present
Fidelity Investments November 2011 - March 2013
Fidelity Investments February 2008 - October 2010
Fidelity Investments September 2005 - January 2008
Fidelity Investments August 2004 - August 2005
Skills
Asset Allocation, Mutual Funds, Series 63, Portfolio Management, Sales, Bloomberg, Series 7, Investments, Fixed Income, Asset Management, Equities
Education
Hamilton College 2000 — 2004
Bachelor of Arts, Economics
The Hotchkiss School 1997 — 2000
Audra Knightly's Fidelity Investments Experience January 1998 - January 2007
Job Senior Compensation Consultant at The Hartford
Industry Financial Services
Experience
The Hartford November 2011 - Present
Yankee Candle Company October 2009 - November 2009
MASS MUTUAL FINANCIAL GROUP December 2007 - September 2009
Fidelity Investments January 1998 - January 2007
Fidelity Investments 2003 - 2007
Fidelity Investments Human Resources (FIHR) January 2000 - June 2004
FIHR January 1998 - 2000
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, PeopleSoft, Talent Acquisition, Talent Management, Employee Relations, Organizational Design, Management, Performance Management
Education
Hartwick College 1990 — 1994
BA, English
Hartwick College 1990 — 1994
Bachelor of Arts, English; American Literature
The Hartford November 2011 - Present
Yankee Candle Company October 2009 - November 2009
MASS MUTUAL FINANCIAL GROUP December 2007 - September 2009
Fidelity Investments January 1998 - January 2007
Fidelity Investments 2003 - 2007
Fidelity Investments Human Resources (FIHR) January 2000 - June 2004
FIHR January 1998 - 2000
Skills
Employee Benefits, Succession Planning, Onboarding, Human Resources, PeopleSoft, Talent Acquisition, Talent Management, Employee Relations, Organizational Design, Management, Performance Management
Education
Hartwick College 1990 — 1994
BA, English
Hartwick College 1990 — 1994
Bachelor of Arts, English; American Literature
Ira Brittain's Fidelity Investments Experience December 2012 - January 2013
Job Patent & Technology Consultant
Industry Research
Experience
Ira L. Brittain August 2011 - Present
RDI Corporation July 2014 - July 2015
U.S. Bank June 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Procter & Gamble July 2012 - December 2012
Wells Fargo Advisors December 2011 - May 2012
University of Cincinnati November 2011 - December 2011
Hasse & Nesbitt LLC February 2004 - August 2011
Arnold S. Levine Co., LPA November 2001 - February 2004
Arnold S. Levine Co., LPA July 2000 - November 2001
Skills
Licensing, Intellectual Property, Legal Writing, Patents, Trademarks, Legal Research, Patent Prosecution, Corporate Law, Patentability, Copyright Law, Litigation, Contract Negotiation, Privacy Law, Document Review, Technical Writing, Invention, Research, Civil Litigation, Policy, International Business, Due Diligence, International Relations, Competitive Intelligence, Non-disclosure..., Trademark Infringement, Patent Litigation, Corporate Governance, Patent Searching, Material Transfer..., Corporate Contracts, Patent Applications, Technology Transfer, Mergers & Acquisitions, Prior Art Search, International Law, Patent Analysis, Intellectual Property..., Patent Portfolio..., Patentability Search, Validity Search, Trademark Prosecution, Joint Ventures, International Policy, Legal Compliance, Patent Portfolio..., Global Business...
Education
University of Dayton School of Law 1995 — 1998
Juris Doctor (J.D.), Patent/Intellectual Property Law
Miami University 1992 — 1995
Master of Science (M.S.), Technical & Scientific Communication
Hanover College 1988 — 1992
Bachelor of Arts (B.A.), Chemistry, History
University of North Carolina at Chapel Hill 1991 — 1991
N/A, Pathology & Biochemistry
Ira L. Brittain August 2011 - Present
RDI Corporation July 2014 - July 2015
U.S. Bank June 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Procter & Gamble July 2012 - December 2012
Wells Fargo Advisors December 2011 - May 2012
University of Cincinnati November 2011 - December 2011
Hasse & Nesbitt LLC February 2004 - August 2011
Arnold S. Levine Co., LPA November 2001 - February 2004
Arnold S. Levine Co., LPA July 2000 - November 2001
Skills
Licensing, Intellectual Property, Legal Writing, Patents, Trademarks, Legal Research, Patent Prosecution, Corporate Law, Patentability, Copyright Law, Litigation, Contract Negotiation, Privacy Law, Document Review, Technical Writing, Invention, Research, Civil Litigation, Policy, International Business, Due Diligence, International Relations, Competitive Intelligence, Non-disclosure..., Trademark Infringement, Patent Litigation, Corporate Governance, Patent Searching, Material Transfer..., Corporate Contracts, Patent Applications, Technology Transfer, Mergers & Acquisitions, Prior Art Search, International Law, Patent Analysis, Intellectual Property..., Patent Portfolio..., Patentability Search, Validity Search, Trademark Prosecution, Joint Ventures, International Policy, Legal Compliance, Patent Portfolio..., Global Business...
Education
University of Dayton School of Law 1995 — 1998
Juris Doctor (J.D.), Patent/Intellectual Property Law
Miami University 1992 — 1995
Master of Science (M.S.), Technical & Scientific Communication
Hanover College 1988 — 1992
Bachelor of Arts (B.A.), Chemistry, History
University of North Carolina at Chapel Hill 1991 — 1991
N/A, Pathology & Biochemistry
Jeffrey Harrison, CFA's Fidelity Investments Experience 1992 - 1996
Job Portfolio Manager at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management July 2015 - Present
Wells Capital Management (Evergreen Investment Management) 2004 - June 2015
Wells Capital Management (Mentor Investment Advisors) 1998 - 2004
Fidelity Investments 1992 - 1996
Skills
Portfolio Management, Valuation, Equity Research, Capital Markets, Investment Strategies, Due Diligence, Mutual Funds, Financial Modeling, Fundamental Analysis, Risk Management, Bloomberg, FactSet, Finance, Financial Analysis, Strategy, Equities, Investments, Asset Management, Emerging Markets
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1989 — 1992
Bachelor of Arts (BA), Economics
Granahan Investment Management July 2015 - Present
Wells Capital Management (Evergreen Investment Management) 2004 - June 2015
Wells Capital Management (Mentor Investment Advisors) 1998 - 2004
Fidelity Investments 1992 - 1996
Skills
Portfolio Management, Valuation, Equity Research, Capital Markets, Investment Strategies, Due Diligence, Mutual Funds, Financial Modeling, Fundamental Analysis, Risk Management, Bloomberg, FactSet, Finance, Financial Analysis, Strategy, Equities, Investments, Asset Management, Emerging Markets
Education
The College of William and Mary 1996 — 1998
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1989 — 1992
Bachelor of Arts (BA), Economics
Adam Hooten's Fidelity Investments Experience September 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2014 - Present
Transplace July 2013 - August 2014
Transplace August 2011 - July 2013
Blue Lynx Media April 2011 - July 2011
BKD CPAs & Advisors June 2009 - December 2010
KBA Group LLP January 2009 - June 2009
Education
Harding University 2004 — 2008
Fidelity Investments September 2014 - Present
Transplace July 2013 - August 2014
Transplace August 2011 - July 2013
Blue Lynx Media April 2011 - July 2011
BKD CPAs & Advisors June 2009 - December 2010
KBA Group LLP January 2009 - June 2009
Education
Harding University 2004 — 2008
Michael Trivers's Fidelity Investments Experience October 2005 - December 2007
Job Senior Client Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Transamerica Retirement Solutions January 2013 - Present
Diversified Investment Advisors August 2009 - December 2012
Diversified Investment Advisors August 2009 - December 2012
Mercer December 2007 - August 2009
Fidelity Investments October 2005 - December 2007
Skills
Employee Benefits, Retirement, Pensions, Retirement Planning, Defined Benefit, 401k, Process Improvement, Financial Services, Investments, Mutual Funds
Education
Hartwick College 2000 — 2004
Business Management
Hartwick College
Bachelor of Arts, Business Management
Ryan Fite's Fidelity Investments Experience November 2008 - Present
Job Vice President, Financial Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Fidelity Investments July 2001 - Present
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance
Hanover College 1997 — 2001
Business Administration, Economics
Fidelity Investments November 2008 - Present
Fidelity Investments July 2001 - Present
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Finance
Hanover College 1997 — 2001
Business Administration, Economics
Neal Helf's Fidelity Investments Experience September 2008 - November 2008
Job Associate at Rylander, Clay & Opitz, LLP
Industry Accounting
Experience
Rylander, Clay & Opitz, LLP March 2011 - Present
Fidelity Investments September 2008 - November 2008
Wells Fargo August 2006 - September 2008
Skills
Financial Analysis, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, Microsoft Excel, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, GAAP, Non-profits, Strategic Planning, Leadership, Pivot Tables, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
MS, Accounting
Harding University 2001 — 2005
BBA, Healthcare Management
Rylander, Clay & Opitz, LLP March 2011 - Present
Fidelity Investments September 2008 - November 2008
Wells Fargo August 2006 - September 2008
Skills
Financial Analysis, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Reporting, Microsoft Excel, General Ledger, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, GAAP, Non-profits, Strategic Planning, Leadership, Pivot Tables, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
MS, Accounting
Harding University 2001 — 2005
BBA, Healthcare Management
Leslie Gesenhues's Fidelity Investments Experience August 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Education
Hanover College
Bachelor of Arts (B.A.), Business Administration
Fidelity Investments August 2013 - Present
Education
Hanover College
Bachelor of Arts (B.A.), Business Administration
Bill Mattey's Fidelity Investments Experience March 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Oppenheimer & Co. September 2011 - September 2012
Susquehanna International Group March 2010 - June 2011
JPMorgan Chase April 1999 - February 2010
Skills
Fixed Income, Equities, Bloomberg, Financial Services, Capital Markets, Series 7
Education
Hartwick College
Bachelor of Arts (B.A.), History
Fidelity Investments March 2014 - Present
Oppenheimer & Co. September 2011 - September 2012
Susquehanna International Group March 2010 - June 2011
JPMorgan Chase April 1999 - February 2010
Skills
Fixed Income, Equities, Bloomberg, Financial Services, Capital Markets, Series 7
Education
Hartwick College
Bachelor of Arts (B.A.), History
Semi Shin-Kenison's Fidelity Investments Experience October 2005 - Present
Job Lead Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Skills
Financial Analysis, Finance, Financial Modeling, Banking, Analysis, Equities, Investments, Financial Services, Corporate Finance, Microsoft Excel
Education
Southern New Hampshire University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Hankuk University of Foreign Studies 1998 — 1999
Fidelity Investments October 2005 - Present
Skills
Financial Analysis, Finance, Financial Modeling, Banking, Analysis, Equities, Investments, Financial Services, Corporate Finance, Microsoft Excel
Education
Southern New Hampshire University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Hankuk University of Foreign Studies 1998 — 1999
Eric Reyes's Fidelity Investments Experience April 2013 - Present
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments June 2010 - March 2013
Fidelity Investments May 2004 - May 2010
Education
Hamilton College 1989 — 1992
Fidelity Investments April 2013 - Present
Fidelity Investments June 2010 - March 2013
Fidelity Investments May 2004 - May 2010
Education
Hamilton College 1989 — 1992
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank