Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Stephanie Fontini Stephanie Fontini's Fidelity Investments Experience 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2012 - 2013
Virgin Mobile USA 2011 - 2011
Creative Strategy Group, Inc. 2010 - 2010
Skills
Financial Services, Series 7, Series 66, Analysis, Business Strategy, Marketing, Business Development, Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Social Media, Competitive Analysis, Microsoft Excel,..., Dual citizen of Italy:..., Marketing Research, Product Marketing, Mobile Marketing, Finance, Leadership, Microsoft Word, Investments, Financial Analysis, Financial Planning, Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
The College of New Jersey
Bachelor of Science, Business Administration, Italian, Senior
Florence University of the Arts
International Studies Abroad, International Business, Italian
Indiana University Bloomington
Bachelor of Science, Business
Fidelity Investments 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2012 - 2013
Virgin Mobile USA 2011 - 2011
Creative Strategy Group, Inc. 2010 - 2010
Skills
Financial Services, Series 7, Series 66, Analysis, Business Strategy, Marketing, Business Development, Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Social Media, Competitive Analysis, Microsoft Excel,..., Dual citizen of Italy:..., Marketing Research, Product Marketing, Mobile Marketing, Finance, Leadership, Microsoft Word, Investments, Financial Analysis, Financial Planning, Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
The College of New Jersey
Bachelor of Science, Business Administration, Italian, Senior
Florence University of the Arts
International Studies Abroad, International Business, Italian
Indiana University Bloomington
Bachelor of Science, Business
Peter Mistina Peter Mistina's Fidelity Investments Experience July 2010 - December 2013
Job Associate at SkyBridge Capital
Industry Investment Management
Experience
SkyBridge Capital May 2015 - Present
AIFAM February 2015 - May 2015
Oppenheimer Asset Management December 2013 - February 2015
Fidelity Investments July 2010 - December 2013
Skills
Series 7, Microsoft Office, CACTUS, FBSI, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Fixed Income, Mutual Funds, Corporate Finance, Banking, Financial Reporting
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Finance, General
SkyBridge Capital May 2015 - Present
AIFAM February 2015 - May 2015
Oppenheimer Asset Management December 2013 - February 2015
Fidelity Investments July 2010 - December 2013
Skills
Series 7, Microsoft Office, CACTUS, FBSI, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Fixed Income, Mutual Funds, Corporate Finance, Banking, Financial Reporting
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
Indiana University Bloomington 2006 — 2010
Finance, General
Nick Kruse's Fidelity Investments Experience July 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Total Quality Logistics September 2014 - July 2015
United States Golf Association May 2014 - August 2014
Bellhops August 2013 - May 2014
National Basketball Association February 2014 - February 2014
Timbergate Golf Course May 2013 - August 2013
Faurecia May 2012 - August 2012
Columbus Parks and Recreation May 2011 - August 2011
Skills
Sports, Microsoft Word, Microsoft Excel, Access, Public Speaking, Social Networking, Time Management, PowerPoint, Customer Service, Communication Skills, Team Leadership, Management, Sales, Golf, Public Relations, Leadership, Sales Cycle Management, Logistics, Supply Management, Communication, Paranormal Investigation
Education
Indiana University Bloomington 2012 — 2014
Bachelor of Science in Kinesiology, Sports Marketing & Management
Fidelity Investments July 2015 - Present
Total Quality Logistics September 2014 - July 2015
United States Golf Association May 2014 - August 2014
Bellhops August 2013 - May 2014
National Basketball Association February 2014 - February 2014
Timbergate Golf Course May 2013 - August 2013
Faurecia May 2012 - August 2012
Columbus Parks and Recreation May 2011 - August 2011
Skills
Sports, Microsoft Word, Microsoft Excel, Access, Public Speaking, Social Networking, Time Management, PowerPoint, Customer Service, Communication Skills, Team Leadership, Management, Sales, Golf, Public Relations, Leadership, Sales Cycle Management, Logistics, Supply Management, Communication, Paranormal Investigation
Education
Indiana University Bloomington 2012 — 2014
Bachelor of Science in Kinesiology, Sports Marketing & Management
Max Matthews's Fidelity Investments Experience March 2015 - May 2015
Job Fixed Income and Derivatives Analyst at NISA Investment Advisors, L.L.C.
Industry Financial Services
Experience
NISA Investment Advisors, L.L.C. June 2015 - August 2015
Fidelity Investments March 2015 - May 2015
Horvath Communications June 2014 - July 2014
Highline US, LLC May 2013 - July 2014
Skills
Microsoft Excel, Maintenance, Framing, Accounting, Maintenance & Repair, Time Management, Public Speaking, Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Leadership, Customer Service, Access, PowerPoint, Social Media
Education
Indiana University Bloomington 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
North Central College 2011 — 2012
NISA Investment Advisors, L.L.C. June 2015 - August 2015
Fidelity Investments March 2015 - May 2015
Horvath Communications June 2014 - July 2014
Highline US, LLC May 2013 - July 2014
Skills
Microsoft Excel, Maintenance, Framing, Accounting, Maintenance & Repair, Time Management, Public Speaking, Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Leadership, Customer Service, Access, PowerPoint, Social Media
Education
Indiana University Bloomington 2012 — 2016
Master of Business Administration (MBA), Accounting and Finance
North Central College 2011 — 2012
Yasir Rana Yasir Rana's Fidelity Investments Experience August 2015 - Present
Job Fund Accounting Analyst II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
FXCM August 2014 - December 2014
University of North Texas March 2013 - August 2014
Student Investment Group- University of North Texas March 2013 - May 2014
United Bank Limited January 2012 - November 2012
EFU Life Assurance Ltd. July 2011 - December 2011
Skills
Team Management, Team Leadership, Financial Analysis, Banking, Risk Management, Teamwork, Market Research, Leadership, Corporate Finance, Financial Modeling, Analysis, Business Planning, Team Building, Management, Microsoft Office, Time Management, Business Analysis, Portfolio Management, Competitive Analysis, Project Planning, Strategic Planning, Managerial Finance, Negotiation, Finance, Microsoft Excel, Forecasting, Investments, Strategy, Financial Risk
Education
University of North Texas 2013 — 2014
Master of Science (MS), Finance and Financial Management Services, 3.82
Institute of Business Administration 2007 — 2011
BBA, Finance, General
Fidelity Investments August 2015 - Present
FXCM August 2014 - December 2014
University of North Texas March 2013 - August 2014
Student Investment Group- University of North Texas March 2013 - May 2014
United Bank Limited January 2012 - November 2012
EFU Life Assurance Ltd. July 2011 - December 2011
Skills
Team Management, Team Leadership, Financial Analysis, Banking, Risk Management, Teamwork, Market Research, Leadership, Corporate Finance, Financial Modeling, Analysis, Business Planning, Team Building, Management, Microsoft Office, Time Management, Business Analysis, Portfolio Management, Competitive Analysis, Project Planning, Strategic Planning, Managerial Finance, Negotiation, Finance, Microsoft Excel, Forecasting, Investments, Strategy, Financial Risk
Education
University of North Texas 2013 — 2014
Master of Science (MS), Finance and Financial Management Services, 3.82
Institute of Business Administration 2007 — 2011
BBA, Finance, General
Sharon Byrd, MBA's Fidelity Investments Experience December 2006 - September 2013
Job Vice President at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2013 - Present
Fidelity Investments December 2006 - September 2013
Fidelity Investments December 2005 - December 2006
Fidelity Investments November 2003 - December 2005
Fort Washington Investment Advisors October 2001 - November 2003
Fort Washington Investment Advisors April 2001 - October 2001
Union Heritage Capital Management April 2000 - April 2001
Loomis, Sayles & Company March 1996 - April 2000
Skills
Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments, Wealth Management, Asset Management, Investment Strategies, Series 24, Pensions, Investment Management, Financial Services, Risk Management, Series 6
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General
T. Rowe Price October 2013 - Present
Fidelity Investments December 2006 - September 2013
Fidelity Investments December 2005 - December 2006
Fidelity Investments November 2003 - December 2005
Fort Washington Investment Advisors October 2001 - November 2003
Fort Washington Investment Advisors April 2001 - October 2001
Union Heritage Capital Management April 2000 - April 2001
Loomis, Sayles & Company March 1996 - April 2000
Skills
Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments, Wealth Management, Asset Management, Investment Strategies, Series 24, Pensions, Investment Management, Financial Services, Risk Management, Series 6
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General
Jihwan Kim's Fidelity Investments Experience August 2000 - October 2002
Job Software Engineer
Industry Research
Experience
Refresh Myself March 2015 - Present
O.C. Tanner May 2012 - February 2015
University of Utah August 2010 - April 2012
NetDeposit February 2005 - May 2010
University of Utah January 2004 - December 2004
Fidelity Investments August 2000 - October 2002
Samsung Total Petrochemical Co. July 1995 - August 1996
Skills
Java, Agile Methodologies, SQL, Software Development, Eclipse, XML, Tomcat, Subversion, JavaScript, Oracle, C++, Ant, Databases, Weblogic, Web Applications, REST, JSP, JUnit, Maven, Matlab, Unix, jQuery, Algorithms, Hibernate, SOAP, AJAX
Education
University of Utah 2003 — 2004
MS, Computational Eng & Science
University of Utah 1997 — 2000
BS, Computer Science / Mathematics minor
Inha University 1989 — 1993
Bachelor of Science (BS), Chemical Engineering
Refresh Myself March 2015 - Present
O.C. Tanner May 2012 - February 2015
University of Utah August 2010 - April 2012
NetDeposit February 2005 - May 2010
University of Utah January 2004 - December 2004
Fidelity Investments August 2000 - October 2002
Samsung Total Petrochemical Co. July 1995 - August 1996
Skills
Java, Agile Methodologies, SQL, Software Development, Eclipse, XML, Tomcat, Subversion, JavaScript, Oracle, C++, Ant, Databases, Weblogic, Web Applications, REST, JSP, JUnit, Maven, Matlab, Unix, jQuery, Algorithms, Hibernate, SOAP, AJAX
Education
University of Utah 2003 — 2004
MS, Computational Eng & Science
University of Utah 1997 — 2000
BS, Computer Science / Mathematics minor
Inha University 1989 — 1993
Bachelor of Science (BS), Chemical Engineering
Areeba Ghouri Areeba Ghouri's Fidelity Investments Experience January 2014 - August 2014
Job Legal Intern at Law Office of Tim Powers
Industry Law Practice
Experience
Indiana University Robert H. McKinney School of Law June 2015 - Present
Law Offices of Tim Powers July 2015 - August 2015
ACLU May 2015 - June 2015
IUPUI January 2015 - May 2015
Indiana Legal Services, Inc. January 2015 - April 2015
RefME October 2014 - December 2014
Fidelity Investments January 2014 - August 2014
Congresswoman Eddie Bernice Johnson January 2013 - May 2013
University of North Texas September 2012 - May 2013
Victoria's Secret March 2010 - September 2012
Skills
Public Speaking, Forecasting, Microsoft Excel, Management, Motivational Speaking, Critical Thinking, Analyzer, Writing, Time Management, Data Processing, Publisher 2007, Social Media, Blogging, Microsoft Word, PowerPoint, Debate, Teaching, Proctoring, Communication, Statistics, Team Leadership, Teamwork, Written & Oral..., Microsoft Office, Research, Data Analysis, Leadership, Customer Service, Event Planning, Economics, Social Networking, Analysis
Education
Indiana University Robert H. McKinney School of Law 2014 — 2017
Doctor of Law (J.D.), Corporate and Commercial Law Graduate Certificate
University of North Texas 2010 — 2013
Bachelor of Science (B.S.), Economics/Communication, Senior
Indiana University Robert H. McKinney School of Law June 2015 - Present
Law Offices of Tim Powers July 2015 - August 2015
ACLU May 2015 - June 2015
IUPUI January 2015 - May 2015
Indiana Legal Services, Inc. January 2015 - April 2015
RefME October 2014 - December 2014
Fidelity Investments January 2014 - August 2014
Congresswoman Eddie Bernice Johnson January 2013 - May 2013
University of North Texas September 2012 - May 2013
Victoria's Secret March 2010 - September 2012
Skills
Public Speaking, Forecasting, Microsoft Excel, Management, Motivational Speaking, Critical Thinking, Analyzer, Writing, Time Management, Data Processing, Publisher 2007, Social Media, Blogging, Microsoft Word, PowerPoint, Debate, Teaching, Proctoring, Communication, Statistics, Team Leadership, Teamwork, Written & Oral..., Microsoft Office, Research, Data Analysis, Leadership, Customer Service, Event Planning, Economics, Social Networking, Analysis
Education
Indiana University Robert H. McKinney School of Law 2014 — 2017
Doctor of Law (J.D.), Corporate and Commercial Law Graduate Certificate
University of North Texas 2010 — 2013
Bachelor of Science (B.S.), Economics/Communication, Senior
Joby P. Norris Joby P. Norris's Fidelity Investments Experience July 1996 - October 2010
Job Managing Partner at CORE Wealth Advisors
Industry Financial Services
Experience
CORE Wealth Advisors March 2011 - Present
Fidelity Investments July 1996 - October 2010
Fortis ASR June 1995 - July 1996
Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Investment Strategies, Investments, Wealth Accumulation, Asset Management, Strategic Planning, Asset Managment, CRM, Finance, Strategic Financial..., Management, Sales, 401k, Mutual Funds, Financial Advisory
Education
Indiana University Bloomington 1993 — 1995
Vincennes University 1990 — 1992
CORE Wealth Advisors March 2011 - Present
Fidelity Investments July 1996 - October 2010
Fortis ASR June 1995 - July 1996
Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Investment Strategies, Investments, Wealth Accumulation, Asset Management, Strategic Planning, Asset Managment, CRM, Finance, Strategic Financial..., Management, Sales, 401k, Mutual Funds, Financial Advisory
Education
Indiana University Bloomington 1993 — 1995
Vincennes University 1990 — 1992
Anthony Rochte's Fidelity Investments Experience March 2012 - Present
Job President Fidelity SelectCo, LLC at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
State Street Global Advisors September 2006 - March 2012
Barclays Global Investors February 2000 - September 2006
Fidelity Investments May 1996 - February 2000
Nuveen Investments May 1992 - May 1996
Education
Indiana University Bloomington 1987 — 1991
BA, Economics, Political Science
Fidelity Investments March 2012 - Present
State Street Global Advisors September 2006 - March 2012
Barclays Global Investors February 2000 - September 2006
Fidelity Investments May 1996 - February 2000
Nuveen Investments May 1992 - May 1996
Education
Indiana University Bloomington 1987 — 1991
BA, Economics, Political Science
Heather Charles's Fidelity Investments Experience November 2003 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2003 - Present
RHI Consulting 1997 - 2000
RAPIDFIRE SOLUTIONS (a division of Radiant Systems November 1996 - November 1997
Education
Indiana University Bloomington 1988 — 1992
Fidelity Investments November 2003 - Present
RHI Consulting 1997 - 2000
RAPIDFIRE SOLUTIONS (a division of Radiant Systems November 1996 - November 1997
Education
Indiana University Bloomington 1988 — 1992
Jeffrey Haynes, MSM's Fidelity Investments Experience October 2005 - February 2006
Job Adjunct Faculty at Hondros College of Business
Industry Education Management
Experience
Hondros College of Business June 2012 - Present
Haynes Farm August 1992 - August 2013
Indiana Wesleyan University September 2010 - August 2012
Great American Insurance 2007 - 2010
Western & Southern Financial Group April 2006 - September 2007
Fidelity Investments October 2005 - February 2006
Huntington National Bank October 2003 - July 2005
Great American Financial Resources February 1997 - October 2003
Kentucky Alternative Programs April 1989 - August 1996
Skills
Leadership, Customer Service, Coaching, Program Management, Marketing, Strategic Planning, Event Planning, Teaching, Sales, Community Outreach, Microsoft Office, Research, Data Analysis, Social Media, Public Speaking, Fundraising, Management
Education
Indiana Wesleyan University 2010 — 2012
Master's Degree, Strategic Management
University of Kentucky 1983 — 1987
Bachelor of Arts, Political Science
Hondros College of Business June 2012 - Present
Haynes Farm August 1992 - August 2013
Indiana Wesleyan University September 2010 - August 2012
Great American Insurance 2007 - 2010
Western & Southern Financial Group April 2006 - September 2007
Fidelity Investments October 2005 - February 2006
Huntington National Bank October 2003 - July 2005
Great American Financial Resources February 1997 - October 2003
Kentucky Alternative Programs April 1989 - August 1996
Skills
Leadership, Customer Service, Coaching, Program Management, Marketing, Strategic Planning, Event Planning, Teaching, Sales, Community Outreach, Microsoft Office, Research, Data Analysis, Social Media, Public Speaking, Fundraising, Management
Education
Indiana Wesleyan University 2010 — 2012
Master's Degree, Strategic Management
University of Kentucky 1983 — 1987
Bachelor of Arts, Political Science
Theresa McGeever's Fidelity Investments Experience March 1998 - December 2002
Job Executive Search Consultant
Industry Financial Services
Experience
Marathon Search Associates February 2014 - Present
Bracebridge Capital April 2013 - January 2014
Brown Brothers Harriman May 2006 - March 2013
Sovereign Bank 2003 - 2006
Fidelity Investments March 1998 - December 2002
AGFA, Division of Bayer Corporation November 1995 - August 1997
Raytheon Company September 1984 - November 1995
Skills
Talent Acquisition, Talent Management, Financial Services, Succession Planning, Onboarding, Vendor Management, Performance Management, Recruiting, Banking, Employee Relations, Applicant Tracking..., Risk Management, Coaching, Relationship Management, Change Management, Employee Engagement, Executive Search, Strategy, Personnel Management, Human Resources, Program Management, Executive Coaching, PeopleSoft, Temporary Placement, Leadership, Mergers & Acquisitions, Workforce Planning, Organizational..., CRM, Executive Management, Sourcing, Technical Recruiting, Organizational Design, Employee Benefits, Deferred Compensation, HRIS, College Recruiting, Consulting, Organizational..., Interviews, Internet Recruiting, Career Development, HR Consulting
Education
Indiana University Bloomington 1981 — 1984
BSBA, Business
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Marathon Search Associates February 2014 - Present
Bracebridge Capital April 2013 - January 2014
Brown Brothers Harriman May 2006 - March 2013
Sovereign Bank 2003 - 2006
Fidelity Investments March 1998 - December 2002
AGFA, Division of Bayer Corporation November 1995 - August 1997
Raytheon Company September 1984 - November 1995
Skills
Talent Acquisition, Talent Management, Financial Services, Succession Planning, Onboarding, Vendor Management, Performance Management, Recruiting, Banking, Employee Relations, Applicant Tracking..., Risk Management, Coaching, Relationship Management, Change Management, Employee Engagement, Executive Search, Strategy, Personnel Management, Human Resources, Program Management, Executive Coaching, PeopleSoft, Temporary Placement, Leadership, Mergers & Acquisitions, Workforce Planning, Organizational..., CRM, Executive Management, Sourcing, Technical Recruiting, Organizational Design, Employee Benefits, Deferred Compensation, HRIS, College Recruiting, Consulting, Organizational..., Interviews, Internet Recruiting, Career Development, HR Consulting
Education
Indiana University Bloomington 1981 — 1984
BSBA, Business
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Nathan Veith's Fidelity Investments Experience July 2013 - February 2015
Job Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Fidelity Investments July 2013 - February 2015
Yard Dog, LLC and Quick Pro Quo Marketing March 2012 - August 2013
TSA/DHS January 2005 - June 2011
Skills
Quality Assurance, Quality Management, Training, Lecturing, Teaching, Teacher Training, Customer Service, Customer Oriented, History, Political Science, PowerPoint, Policy, Program Management, Microsoft Office, Speech Writing, Report Writing, Technical Writing, Business Travel, Leisure Travel, Travel Planning, Management, Microsoft Excel, Public Speaking, Sales, Government, Team Building, Security Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), History
Indiana University Bloomington 2000 — 2004
Minor, Western European Studies
Indiana University Bloomington 2000 — 2004
Minor, Eastern European and Slavic Studies
Bank of the West February 2015 - Present
Fidelity Investments July 2013 - February 2015
Yard Dog, LLC and Quick Pro Quo Marketing March 2012 - August 2013
TSA/DHS January 2005 - June 2011
Skills
Quality Assurance, Quality Management, Training, Lecturing, Teaching, Teacher Training, Customer Service, Customer Oriented, History, Political Science, PowerPoint, Policy, Program Management, Microsoft Office, Speech Writing, Report Writing, Technical Writing, Business Travel, Leisure Travel, Travel Planning, Management, Microsoft Excel, Public Speaking, Sales, Government, Team Building, Security Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.), History
Indiana University Bloomington 2000 — 2004
Minor, Western European Studies
Indiana University Bloomington 2000 — 2004
Minor, Eastern European and Slavic Studies
Pat Judson, M.S.L. Pat Judson, M.S.L.'s Fidelity Investments Experience October 1999 - March 2002
Job Sales at Vestil Manufacturing
Industry Mechanical or Industrial Engineering
Experience
Vestil Mfg January 2005 - Present
Vestil Manufacturing January 2005 - Present
Fidelity Investments October 1999 - March 2002
Skills
Purchasing, Customer Service, Sales, Sales Management, Negotiation, Contract Negotiation, Manufacturing, Inventory Management, Logistics, Procurement, Microsoft Office, Outlook, Lean Manufacturing, Contract Management, Supply Chain Management, Team Building, Social Media, Microsoft Excel, New Business Development, Continuous Improvement, Supply Chain, Operations Management, Process Improvement, Highly detail oriented, Motivated self-starter, Goal-oriented..., Microsoft Word, Problem Solving, Word, Customer Relations, Excel, Exceptionally Organized, Leadership, Management, Pricing, Product Development, Account Management
Education
Trine University 2012 — 2013
Master of Science in Leadership (MSL), Health/Health Care Administration/Management
Indiana University Bloomington 1993 — 1998
BS, Public Affairs
Vestil Mfg January 2005 - Present
Vestil Manufacturing January 2005 - Present
Fidelity Investments October 1999 - March 2002
Skills
Purchasing, Customer Service, Sales, Sales Management, Negotiation, Contract Negotiation, Manufacturing, Inventory Management, Logistics, Procurement, Microsoft Office, Outlook, Lean Manufacturing, Contract Management, Supply Chain Management, Team Building, Social Media, Microsoft Excel, New Business Development, Continuous Improvement, Supply Chain, Operations Management, Process Improvement, Highly detail oriented, Motivated self-starter, Goal-oriented..., Microsoft Word, Problem Solving, Word, Customer Relations, Excel, Exceptionally Organized, Leadership, Management, Pricing, Product Development, Account Management
Education
Trine University 2012 — 2013
Master of Science in Leadership (MSL), Health/Health Care Administration/Management
Indiana University Bloomington 1993 — 1998
BS, Public Affairs
David R. White's Fidelity Investments Experience August 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Knights of Columbus July 2011 - August 2012
Cincinnati Bell May 1999 - March 2011
Lucent Technologies May 1998 - May 1999
Ameritech Cellular & Paging October 1994 - May 1998
McDonald's Corporation October 1988 - October 1994
Education
University of Kentucky 1984 — 1988
Bachelor of Arts, Journalism
Indiana Wesleyan University
Masters of Business Administration, 2008
Fidelity Investments August 2012 - Present
Knights of Columbus July 2011 - August 2012
Cincinnati Bell May 1999 - March 2011
Lucent Technologies May 1998 - May 1999
Ameritech Cellular & Paging October 1994 - May 1998
McDonald's Corporation October 1988 - October 1994
Education
University of Kentucky 1984 — 1988
Bachelor of Arts, Journalism
Indiana Wesleyan University
Masters of Business Administration, 2008
Carolyn Svirsky's Fidelity Investments Experience September 2008 - August 2011
Job Tax Accountant
Industry Accounting
Experience
Fidelity Investments September 2008 - August 2011
Deloitte September 2007 - August 2008
Skills
CPA
Education
Indiana University Bloomington
Master of Business Administration (MBA), Accounting
Fidelity Investments September 2008 - August 2011
Deloitte September 2007 - August 2008
Skills
CPA
Education
Indiana University Bloomington
Master of Business Administration (MBA), Accounting
Robert Hydell's Fidelity Investments Experience February 1999 - October 2003
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase October 2003 - November 2009
Fidelity Investments February 1999 - October 2003
Siemens October 1997 - February 1999
Sona Research Corporation (SRC) Systems June 1996 - October 1997
Education
Indiana University Bloomington 1992 — 1996
BA, Psychology
Indiana University Bloomington 1992 — 1996
B.A., Criminal Justice
JPMorgan Chase November 2013 - Present
JPMorgan Chase October 2003 - November 2009
Fidelity Investments February 1999 - October 2003
Siemens October 1997 - February 1999
Sona Research Corporation (SRC) Systems June 1996 - October 1997
Education
Indiana University Bloomington 1992 — 1996
BA, Psychology
Indiana University Bloomington 1992 — 1996
B.A., Criminal Justice
Mike Rodell's Fidelity Investments Experience June 2012 - Present
Job Sr Director Product & Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments November 2009 - November 2012
Executive Service Corps of Cincinnati May 2009 - December 2009
Fidelity Investments November 1993 - February 2009
Fidelity Investments April 2002 - December 2004
Fidelity Investments 1998 - 2002
Fidelity Investments September 2000 - December 2001
Fidelity Investments July 1997 - August 1998
Fidelity Investments March 1996 - July 1997
Fidelity Investments July 1994 - March 1996
Skills
Project Management, Change Management, Performance Management, Business Process..., Budget, Business Strategy, Forecasting, Management, Relationship Management, Mutual Funds, Retirement, 401k, Strategy
Education
Indiana University Bloomington 1988 — 1990
BS, Sports Marketing
Fidelity Investments June 2012 - Present
Fidelity Investments November 2009 - November 2012
Executive Service Corps of Cincinnati May 2009 - December 2009
Fidelity Investments November 1993 - February 2009
Fidelity Investments April 2002 - December 2004
Fidelity Investments 1998 - 2002
Fidelity Investments September 2000 - December 2001
Fidelity Investments July 1997 - August 1998
Fidelity Investments March 1996 - July 1997
Fidelity Investments July 1994 - March 1996
Skills
Project Management, Change Management, Performance Management, Business Process..., Budget, Business Strategy, Forecasting, Management, Relationship Management, Mutual Funds, Retirement, 401k, Strategy
Education
Indiana University Bloomington 1988 — 1990
BS, Sports Marketing
Daniel Helton's Fidelity Investments Experience September 2015 - Present
Job Principle Web App Penetration Tester at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Army National Guard July 2007 - Present
Humana February 2012 - August 2015
Sullivan College of Technology and Design September 2014 - June 2015
Computer Sciences Corporation July 2010 - February 2012
Accenture July 2007 - October 2009
Indiana University Bloomington August 2006 - May 2007
Skills
Information Security, Computer Security, Security, CISSP, Firewalls, Penetration Testing, Vulnerability Management, Information Assurance, CEH, Active Directory, Security Audits, System Administration, Cisco Technologies, ISO 27001, VMware, Linux, Malware Analysis, Unix, Networking, Metasploit, Microsoft Certified..., Enterprise Software, Network Security, Security Clearance, Vulnerability Assessment, Leadership, Information Security...
Education
Indiana University Bloomington 2003 — 2007
Bachelor’s Degree, Informatics w/ Information Security and Information Technology Cognates
Fidelity Investments September 2015 - Present
Army National Guard July 2007 - Present
Humana February 2012 - August 2015
Sullivan College of Technology and Design September 2014 - June 2015
Computer Sciences Corporation July 2010 - February 2012
Accenture July 2007 - October 2009
Indiana University Bloomington August 2006 - May 2007
Skills
Information Security, Computer Security, Security, CISSP, Firewalls, Penetration Testing, Vulnerability Management, Information Assurance, CEH, Active Directory, Security Audits, System Administration, Cisco Technologies, ISO 27001, VMware, Linux, Malware Analysis, Unix, Networking, Metasploit, Microsoft Certified..., Enterprise Software, Network Security, Security Clearance, Vulnerability Assessment, Leadership, Information Security...
Education
Indiana University Bloomington 2003 — 2007
Bachelor’s Degree, Informatics w/ Information Security and Information Technology Cognates
Rita Paradis's Fidelity Investments Experience February 2007 - March 2008
Job Retired Communications, Marketing and Change Management Professional
Industry Financial Services
Experience
Fidelity Investments/Veritude May 2012 - December 2012
Fidelity Investments February 2007 - March 2008
The Hanover Insurance Group August 2005 - November 2006
Fidelity Investments November 2004 - August 2005
Harvard Vanguard Medical Associates October 2000 - April 2004
Atlantic Benefit Concepts 1985 - 1996
Skills
Defined Benefit, Compliance, Strategic Planning, Research, Customer Service, Cost Reduction, Multimedia, Benefits, Employee Benefits, Pensions, Health, Proposal Writing, 401k, Customer Relations, Process Improvement, Analysis, Vendor Relations, Healthcare, Vendor Management, Microsoft Office, Negotiation, Problem Solving, Internal Communications, Insurance, Retirement, Onboarding, RFP, Writing, Excel, Word, PowerPoint, Account Management, Health Insurance, Change Management, Documentation, HR Policies, Project Planning, HIPAA, Product Development
Education
Indiana University Bloomington 1966 — 1970
BA, French, English, Teaching Certification
Fidelity Investments/Veritude May 2012 - December 2012
Fidelity Investments February 2007 - March 2008
The Hanover Insurance Group August 2005 - November 2006
Fidelity Investments November 2004 - August 2005
Harvard Vanguard Medical Associates October 2000 - April 2004
Atlantic Benefit Concepts 1985 - 1996
Skills
Defined Benefit, Compliance, Strategic Planning, Research, Customer Service, Cost Reduction, Multimedia, Benefits, Employee Benefits, Pensions, Health, Proposal Writing, 401k, Customer Relations, Process Improvement, Analysis, Vendor Relations, Healthcare, Vendor Management, Microsoft Office, Negotiation, Problem Solving, Internal Communications, Insurance, Retirement, Onboarding, RFP, Writing, Excel, Word, PowerPoint, Account Management, Health Insurance, Change Management, Documentation, HR Policies, Project Planning, HIPAA, Product Development
Education
Indiana University Bloomington 1966 — 1970
BA, French, English, Teaching Certification
Ashley Sullivan-Smith's Fidelity Investments Experience May 2006 - June 2008
Job Accounting Analyst at LG&E & KU
Industry Financial Services
Experience
LG&E & KU January 2013 - Present
Yum! Brands April 2011 - October 2012
Indiana University Southeast August 2009 - August 2012
Garrett Financial Services, LLC March 2010 - November 2010
Hilliard Lyons LLC June 2008 - August 2009
Fidelity Investments May 2006 - June 2008
Fidelity Investments November 2004 - August 2006
Charming Shoppes March 2001 - April 2005
Skills
Instructional Design, Corporate Training, Process Improvement, Employee Benefits, Financial Accounting, Recruiting, PeopleSoft, Customer Service, Microsoft Excel, Outlook, Teamwork, Public Speaking, Training, Call Centers, Microsoft Office, Financial Services, Management, Accounting, Leadership, Financial Analysis, Time Management
Education
Indiana University-Southeast 2009 — 2012
Bachelor of Science (B.Sc.)
Northern Kentucky University 2003 — 2006
University of Louisville 2001 — 2003
LG&E & KU January 2013 - Present
Yum! Brands April 2011 - October 2012
Indiana University Southeast August 2009 - August 2012
Garrett Financial Services, LLC March 2010 - November 2010
Hilliard Lyons LLC June 2008 - August 2009
Fidelity Investments May 2006 - June 2008
Fidelity Investments November 2004 - August 2006
Charming Shoppes March 2001 - April 2005
Skills
Instructional Design, Corporate Training, Process Improvement, Employee Benefits, Financial Accounting, Recruiting, PeopleSoft, Customer Service, Microsoft Excel, Outlook, Teamwork, Public Speaking, Training, Call Centers, Microsoft Office, Financial Services, Management, Accounting, Leadership, Financial Analysis, Time Management
Education
Indiana University-Southeast 2009 — 2012
Bachelor of Science (B.Sc.)
Northern Kentucky University 2003 — 2006
University of Louisville 2001 — 2003
Anthony Witkowski's Fidelity Investments Experience July 2012 - October 2014
Job Exploring new horizons
Industry Market Research
Experience
Fidelity Investments July 2012 - October 2014
Utah Ski & Golf December 2010 - April 2012
Harland Clarke October 2008 - January 2009
Miller Motorsports Park May 2007 - June 2007
Skills
Finance, Econometrics, Economics, Business Analysis, Series 7, Series 63, Business Strategy, Investments, Microsoft Office, Mac OS
Education
INSEEC 2011 — 2011
Euro MBA, Luxury Brand Management
Southern Utah University 2010 — 2011
MBA
Southern Utah University 2009 — 2010
B.S., Economics
Lewis and Clark College 2007 — 2009
Economics
Fidelity Investments July 2012 - October 2014
Utah Ski & Golf December 2010 - April 2012
Harland Clarke October 2008 - January 2009
Miller Motorsports Park May 2007 - June 2007
Skills
Finance, Econometrics, Economics, Business Analysis, Series 7, Series 63, Business Strategy, Investments, Microsoft Office, Mac OS
Education
INSEEC 2011 — 2011
Euro MBA, Luxury Brand Management
Southern Utah University 2010 — 2011
MBA
Southern Utah University 2009 — 2010
B.S., Economics
Lewis and Clark College 2007 — 2009
Economics
Jesse Bruner, PMP's Fidelity Investments Experience June 2006 - September 2007
Job Field Applications Engineer Parts at GE Power & Water
Industry Utilities
Experience
GE Power & Water December 2014 - Present
Duke Energy Corporation June 2013 - November 2014
BELCAN TECHNOLOGY SOLUTIONS March 2009 - May 2013
BRUNER SALES AND SERVICE April 2000 - December 2008
Fidelity Investments June 2006 - September 2007
H.BELMER CORPORATION June 1998 - April 2000
Skills
Budget Analysis, Business Analysis, Project Finance, Project Coordination, Cost Control, Cost Analysis, Budgeting, Capital Budgeting, Critical Thinking, Conflict Resolution, Process Improvement, PMP, Budgets, Corporate Finance, Cost Benefit, PeopleSoft, Leadership, Cross-functional Team..., Strategy, Management, Logistics Management, Program Management, Project Planning
Education
St Xavier High School 1991 — 1995
Indiana Wesleyan University
Bachelor of Science, Accounting
GE Power & Water December 2014 - Present
Duke Energy Corporation June 2013 - November 2014
BELCAN TECHNOLOGY SOLUTIONS March 2009 - May 2013
BRUNER SALES AND SERVICE April 2000 - December 2008
Fidelity Investments June 2006 - September 2007
H.BELMER CORPORATION June 1998 - April 2000
Skills
Budget Analysis, Business Analysis, Project Finance, Project Coordination, Cost Control, Cost Analysis, Budgeting, Capital Budgeting, Critical Thinking, Conflict Resolution, Process Improvement, PMP, Budgets, Corporate Finance, Cost Benefit, PeopleSoft, Leadership, Cross-functional Team..., Strategy, Management, Logistics Management, Program Management, Project Planning
Education
St Xavier High School 1991 — 1995
Indiana Wesleyan University
Bachelor of Science, Accounting
Brad Good's Fidelity Investments Experience 1999 - 2011
Job Managing Partner at CORE Wealth Advisors
Industry Financial Services
Experience
CORE Wealth Advisors March 2011 - Present
Fidelity Investments 1999 - 2011
Skills
Wealth Management, Series 7, 401k, Series 63, Financial Advisory, Wealth, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Retirement, Retirement Planning, Investment Strategies, Uniform Combined State..., Investments, Management
Education
Indiana University Bloomington
CORE Wealth Advisors March 2011 - Present
Fidelity Investments 1999 - 2011
Skills
Wealth Management, Series 7, 401k, Series 63, Financial Advisory, Wealth, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Retirement, Retirement Planning, Investment Strategies, Uniform Combined State..., Investments, Management
Education
Indiana University Bloomington
Jeff Greenwalt Jeff Greenwalt's Fidelity Investments Experience October 2007 - April 2011
Job Regional Learning Manager
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab May 2011 - September 2013
Fidelity Investments October 2007 - April 2011
Minco Technology Labs, LLC September 2005 - August 2007
Reach USA December 2004 - September 2005
Charles Schwab July 1993 - December 2001
Skills
Workshop Facilitation, Training, Sales Leadership..., Leadership Development, Business Performance..., Sales, Situational Leadership, Presentation Coaching, Continuous Improvement, Service Quality, Project Management, Public Speaking, Sales Management, Employee Engagement, Management, Leadership
Education
University of Warwick - Warwick Business School
Graduate Certificate Business Administration
Indiana Wesleyan University
Bachelor of Science (B.S.)
Indiana University-Purdue University at Indianapolis
None
Charles Schwab September 2013 - Present
Charles Schwab May 2011 - September 2013
Fidelity Investments October 2007 - April 2011
Minco Technology Labs, LLC September 2005 - August 2007
Reach USA December 2004 - September 2005
Charles Schwab July 1993 - December 2001
Skills
Workshop Facilitation, Training, Sales Leadership..., Leadership Development, Business Performance..., Sales, Situational Leadership, Presentation Coaching, Continuous Improvement, Service Quality, Project Management, Public Speaking, Sales Management, Employee Engagement, Management, Leadership
Education
University of Warwick - Warwick Business School
Graduate Certificate Business Administration
Indiana Wesleyan University
Bachelor of Science (B.S.)
Indiana University-Purdue University at Indianapolis
None
Bob Heske's Fidelity Investments Experience 2000 - 2006
Job Marketing Director at Broadridge Financial Solutions, Inc.
Industry Marketing and Advertising
Experience
Blessid LLC July 2012 - Present
Broadridge Financial Solutions, Inc. October 2006 - Present
Heywell Film Scripts October 2005 - January 2012
Fidelity Investments 2000 - 2006
Funds Distributor 1999 - 2000
John Hancock 1986 - 1992
Skills
Email Marketing, Flash Animation, RFP, Copywriting, Marketing Communications, Film, Web Content, Screenwriting, Writing, Digital Media, Corporate Branding, Adobe Creative Suite, Publishing, Press Releases, Short Films, Photoshop, Account Management, SEO, Product Marketing, Advertising, Graphic Design, Social Networking, Magazines, Social Media, Graphics, Animation, Salesforce.com, Event Management, Blogging, Corporate Communications, Creative Writing, Marketing Strategy, CRM, Marketing, Editing, Newsletters, Video Production, Online Marketing, Creative Direction, Social Media Marketing, Digital Marketing, Video Editing, Integrated Marketing, Direct Marketing, Content Management, Facebook, WordPress, Brand Development, Video
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Telecommunications
Blessid LLC July 2012 - Present
Broadridge Financial Solutions, Inc. October 2006 - Present
Heywell Film Scripts October 2005 - January 2012
Fidelity Investments 2000 - 2006
Funds Distributor 1999 - 2000
John Hancock 1986 - 1992
Skills
Email Marketing, Flash Animation, RFP, Copywriting, Marketing Communications, Film, Web Content, Screenwriting, Writing, Digital Media, Corporate Branding, Adobe Creative Suite, Publishing, Press Releases, Short Films, Photoshop, Account Management, SEO, Product Marketing, Advertising, Graphic Design, Social Networking, Magazines, Social Media, Graphics, Animation, Salesforce.com, Event Management, Blogging, Corporate Communications, Creative Writing, Marketing Strategy, CRM, Marketing, Editing, Newsletters, Video Production, Online Marketing, Creative Direction, Social Media Marketing, Digital Marketing, Video Editing, Integrated Marketing, Direct Marketing, Content Management, Facebook, WordPress, Brand Development, Video
Education
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Telecommunications
Suresh Kolguri Suresh Kolguri's Fidelity Investments Experience January 2012 - Present
Job Build, Release and Deployement Manager at Barclays
Industry Computer Software
Experience
Barclays February 2015 - Present
Kairos Tech September 2014 - Present
Kairos Tech, Amplify August 2013 - Present
NTT DATA January 2012 - Present
Fidelity Investments January 2012 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
HCSC or BCBS 2014 - 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
Sabre Holdings May 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Agile & Waterfall..., Java/JEE/Spring/Hibernat..., Web Focus IBI Batch ..., SVN/Clear..., C/C++/Visual..., Embedded Linux, Software Project..., Windows/Linux..., Database: DB2 9.7,..., Joomla, Website/ Social Network..., XML, XSLT, XSL, Java Enterprise Edition, Databases, Oracle, Eclipse, XML, Agile Methodologies, SDLC, Business Analysis, Tomcat
Education
IGNOU 1998 — 2001
Post Graduate, MBA Human Resource Management
Sri Sathya Sai Institute of Higher Learning 1996 — 1998
Master of Technology (MTech), Computer Science
Barclays February 2015 - Present
Kairos Tech September 2014 - Present
Kairos Tech, Amplify August 2013 - Present
NTT DATA January 2012 - Present
Fidelity Investments January 2012 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
HCSC or BCBS 2014 - 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas 2014 - 2015
Sabre Holdings May 2010 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Agile & Waterfall..., Java/JEE/Spring/Hibernat..., Web Focus IBI Batch ..., SVN/Clear..., C/C++/Visual..., Embedded Linux, Software Project..., Windows/Linux..., Database: DB2 9.7,..., Joomla, Website/ Social Network..., XML, XSLT, XSL, Java Enterprise Edition, Databases, Oracle, Eclipse, XML, Agile Methodologies, SDLC, Business Analysis, Tomcat
Education
IGNOU 1998 — 2001
Post Graduate, MBA Human Resource Management
Sri Sathya Sai Institute of Higher Learning 1996 — 1998
Master of Technology (MTech), Computer Science
Brent Hoskins, CFP®'s Fidelity Investments Experience January 2008 - February 2009
Job Regional Branch Manager American Century Investments
Industry Financial Services
Experience
American Century Investments February 2010 - Present
Syverson & Company, LLC March 2009 - February 2010
Fidelity Investments January 2008 - February 2009
Fidelity Investments February 2007 - December 2007
American Century Investments January 2006 - January 2007
American Century Investments August 2004 - December 2005
American Century Investments June 2001 - August 2004
American Century Investments June 1999 - May 2001
Education
Indiana Wesleyan University 1995 — 1999
BS, Finance, Business Administration
American Century Investments February 2010 - Present
Syverson & Company, LLC March 2009 - February 2010
Fidelity Investments January 2008 - February 2009
Fidelity Investments February 2007 - December 2007
American Century Investments January 2006 - January 2007
American Century Investments August 2004 - December 2005
American Century Investments June 2001 - August 2004
American Century Investments June 1999 - May 2001
Education
Indiana Wesleyan University 1995 — 1999
BS, Finance, Business Administration
Rob Harber's Fidelity Investments Experience February 2014 - Present
Job Senior Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Mountain Ballpark, LLC July 2013 - Present
Youth Baseball Programs March 1999 - Present
Fidelity Investments March 2013 - February 2014
Fidelity Investments August 2011 - March 2013
Boone County and Kenton County School Districts September 2010 - May 2011
DEVONSHIRE INVESTORS, a Fidelity-owned Private Investment Firm June 2007 - August 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments January 1998 - July 2005
Fidelity Investments June 1996 - December 1997
Skills
Leadership, Forecasting, Finance, Financial Modeling, CRM, Business Planning, Relationship Management, 401k, Strategic Planning, Data Analysis, Coaching, Financial Analysis, Microsoft Excel, Customer Service, Sports Coaching, Managerial Finance, Budgets, Project Management, Trusted Business Partner, Youth Leadership, Coaching Baseball, Entrepreneurship, Financial Services, Investments, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Public Finance, Economics
Leading Concepts, Inc. 2007 — 2007
Leader, Army Ranger Teams Program
Fidelity Investments February 2014 - Present
Mountain Ballpark, LLC July 2013 - Present
Youth Baseball Programs March 1999 - Present
Fidelity Investments March 2013 - February 2014
Fidelity Investments August 2011 - March 2013
Boone County and Kenton County School Districts September 2010 - May 2011
DEVONSHIRE INVESTORS, a Fidelity-owned Private Investment Firm June 2007 - August 2010
Fidelity Investments August 2005 - May 2007
Fidelity Investments January 1998 - July 2005
Fidelity Investments June 1996 - December 1997
Skills
Leadership, Forecasting, Finance, Financial Modeling, CRM, Business Planning, Relationship Management, 401k, Strategic Planning, Data Analysis, Coaching, Financial Analysis, Microsoft Excel, Customer Service, Sports Coaching, Managerial Finance, Budgets, Project Management, Trusted Business Partner, Youth Leadership, Coaching Baseball, Entrepreneurship, Financial Services, Investments, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Public Finance, Economics
Leading Concepts, Inc. 2007 — 2007
Leader, Army Ranger Teams Program
Nick Brophy, MBA's Fidelity Investments Experience March 2008 - March 2009
Job Commercial Development Manager at Port of Greater Cincinnati Development Authority
Industry Real Estate
Experience
Port of Greater Cincinnati Development Authority September 2015 - Present
Kentucky Army National Guard November 2011 - Present
Projetech, Inc. November 2014 - September 2015
Northern Kentucky Tri-County Economic Development Corporation (Tri-ED) August 2012 - November 2014
Kentucky Career Center July 2010 - August 2012
Kentucky Army National Guard September 2000 - November 2011
Kentucky Career Center March 2009 - July 2010
Fidelity Investments March 2008 - March 2009
Star One Realtors August 2007 - February 2009
Wireless Dimensions October 2002 - February 2007
Skills
Leadership, Training, Human Resources, Community Outreach, Program Management, Management, Customer Service, Employee Relations, Recruiting, Leadership Development, Workforce Development, Resume Writing, Policy, Government, Public Speaking, Staff Development, Team Building, Operations Management, Microsoft Office, Employee Benefits, Conflict Resolution, Analysis, Organizational..., Interviews, Sales, Strategic Planning, Process Improvement, Nonprofits, Business Development, Project Management, Research, Time Management, Event Management, Employee Training, Career Counseling, Event Planning, Program Development, Coaching, Administration, Data Analysis, Community Development, Social Media, Public Relations, Personal Finance, HRIS, Salesforce.com..., Tinderbox, ArcGIS, Prezi, Marketing
Education
Indiana Wesleyan University 2012 — 2014
Master's Degree
Soldier Support Institute 2011 — 2011
Diploma
Northern Kentucky Real Estate School 2008 — 2008
Licentiate degree
Northern Kentucky University 2002 — 2007
BS
Scott High School 1996 — 2000
General Diploma
Port of Greater Cincinnati Development Authority September 2015 - Present
Kentucky Army National Guard November 2011 - Present
Projetech, Inc. November 2014 - September 2015
Northern Kentucky Tri-County Economic Development Corporation (Tri-ED) August 2012 - November 2014
Kentucky Career Center July 2010 - August 2012
Kentucky Army National Guard September 2000 - November 2011
Kentucky Career Center March 2009 - July 2010
Fidelity Investments March 2008 - March 2009
Star One Realtors August 2007 - February 2009
Wireless Dimensions October 2002 - February 2007
Skills
Leadership, Training, Human Resources, Community Outreach, Program Management, Management, Customer Service, Employee Relations, Recruiting, Leadership Development, Workforce Development, Resume Writing, Policy, Government, Public Speaking, Staff Development, Team Building, Operations Management, Microsoft Office, Employee Benefits, Conflict Resolution, Analysis, Organizational..., Interviews, Sales, Strategic Planning, Process Improvement, Nonprofits, Business Development, Project Management, Research, Time Management, Event Management, Employee Training, Career Counseling, Event Planning, Program Development, Coaching, Administration, Data Analysis, Community Development, Social Media, Public Relations, Personal Finance, HRIS, Salesforce.com..., Tinderbox, ArcGIS, Prezi, Marketing
Education
Indiana Wesleyan University 2012 — 2014
Master's Degree
Soldier Support Institute 2011 — 2011
Diploma
Northern Kentucky Real Estate School 2008 — 2008
Licentiate degree
Northern Kentucky University 2002 — 2007
BS
Scott High School 1996 — 2000
General Diploma
Donna Nobbe Donna Nobbe's Fidelity Investments Experience 1995 - 1998
Job IS Director at Ascension Information Services (AIS)
Industry Hospital & Health Care
Experience
Ascension Information Services (AIS) IS DirectorAscension Information Services
State of Indiana October 2013 - April 2015
Indiana Health Information Technology 2010 - January 2015
MARGARET MARY COMMUNITY HOSPITAL January 2007 - October 2013
Forethought Financial Services January 1999 - January 2006
Batesville Casket Company 1998 - 1999
Fidelity Investments 1995 - 1998
Hill-Rom Company, Inc. 1984 - 1995
Skills
Healthcare Information..., Business Intelligence, Healthcare, Vendor Management, Change Management, Process Redesign, Training, Leadership, Strategic Planning, Management, Strategy, EMR, Process Improvement, Hospitals, Project Management
Education
University of Cincinnati
Executive Development Program
Indiana Wesleyan University
Bachelor of Science, Business Management
Ascension Information Services (AIS) IS DirectorAscension Information Services
State of Indiana October 2013 - April 2015
Indiana Health Information Technology 2010 - January 2015
MARGARET MARY COMMUNITY HOSPITAL January 2007 - October 2013
Forethought Financial Services January 1999 - January 2006
Batesville Casket Company 1998 - 1999
Fidelity Investments 1995 - 1998
Hill-Rom Company, Inc. 1984 - 1995
Skills
Healthcare Information..., Business Intelligence, Healthcare, Vendor Management, Change Management, Process Redesign, Training, Leadership, Strategic Planning, Management, Strategy, EMR, Process Improvement, Hospitals, Project Management
Education
University of Cincinnati
Executive Development Program
Indiana Wesleyan University
Bachelor of Science, Business Management
Gopalakrishnan Subramanian Gopalakrishnan Subramanian's Fidelity Investments Experience June 2005 - September 2009
Job Associate Manager ( Level C) at Accenture
Industry Information Technology and Services
Experience
Accenture September 2009 - Present
Fidelity Investments June 2005 - September 2009
Ness Technologies November 2003 - June 2005
Celeteron India ( Now Jabil Systems) July 2002 - February 2003
Oriensoft Technologies October 2001 - June 2002
Skills
Unix, Data Warehousing, Databases, Unix Shell Scripting, Oracle, Linux, Database Administration, Oracle RAC, Data Integration, PL/SQL, SDLC, Data Modeling, Requirements Analysis, Performance Tuning, Database Design, Business Intelligence, C, Solution Architecture, ETL, DB2, Microsoft SQL Server, Software Project..., SQL Tuning, Data Migration, Enterprise Architecture, Informatica, SOA, Oracle E-Business Suite, JBoss Application Server, JBoss EAP, Chef, Hadoop admin, SoapUI, Jenkins, Github, Big Data, Hadoop, Shell Scripting
Education
Edexcel London 2000 — 2004
BTEC HND DIPLOMA, Computing
Indira Gandhi National Open University 2000 — 2004
BIT, Information Technology
Holy Family High School
Accenture September 2009 - Present
Fidelity Investments June 2005 - September 2009
Ness Technologies November 2003 - June 2005
Celeteron India ( Now Jabil Systems) July 2002 - February 2003
Oriensoft Technologies October 2001 - June 2002
Skills
Unix, Data Warehousing, Databases, Unix Shell Scripting, Oracle, Linux, Database Administration, Oracle RAC, Data Integration, PL/SQL, SDLC, Data Modeling, Requirements Analysis, Performance Tuning, Database Design, Business Intelligence, C, Solution Architecture, ETL, DB2, Microsoft SQL Server, Software Project..., SQL Tuning, Data Migration, Enterprise Architecture, Informatica, SOA, Oracle E-Business Suite, JBoss Application Server, JBoss EAP, Chef, Hadoop admin, SoapUI, Jenkins, Github, Big Data, Hadoop, Shell Scripting
Education
Edexcel London 2000 — 2004
BTEC HND DIPLOMA, Computing
Indira Gandhi National Open University 2000 — 2004
BIT, Information Technology
Holy Family High School
Muthu Chinnasamy Muthu Chinnasamy's Fidelity Investments Experience December 2006 - March 2008
Job Senior Solutions Architect at MongoDB, Inc.
Industry Information Technology and Services
Experience
MongoDB, Inc. September 2014 - Present
Sony Network Entertainment Int'l (SNEI) April 2010 - September 2014
AudaExplore September 2008 - April 2010
Amylin Pharmaceuticals March 2008 - September 2008
Fidelity Investments December 2006 - March 2008
Resurgent Capital Services May 2007 - January 2008
Cintas March 2006 - December 2006
Convergys 2000 - 2006
Watkins Motor Lines 1999 - 2000
Vivendi 1998 - 1999
Skills
Oracle, Data Warehousing, Databases, Oracle RAC, Performance Tuning, Data Modeling, Business Intelligence, Database Administration, Enterprise Architecture, SDLC, Database Design, Unix, PL/SQL, Solution Architecture, Vendor Management, Agile Methodologies, Business Analysis, Cloud Computing, Integration, SQL Tuning, Software Development, Architectures, Requirements Analysis, Strategy, Oracle E-Business Suite, Architecture, Database Security, SQL, Oracle Enterprise..., High Availability, SOA, Disaster Recovery, PCI DSS, SOX Compliancy, High Availability..., Data Integration, Unix Shell Scripting, Solaris, Oracle Applications, Department Budgeting, Perl, IT Strategy, Oracle Database..., High Availability..., Data Center..., Data Warehouse..., IT Leadership, MongoDB, Pre-sales, Distributed Systems
Education
University of Cincinnati 2005 — 2006
MBA, Finance
Indira Gandhi National Open University 1993 — 1995
PGDOM, Operations Management
University of Madras 1988 — 1992
BE, Electrical Engineering
MongoDB, Inc. September 2014 - Present
Sony Network Entertainment Int'l (SNEI) April 2010 - September 2014
AudaExplore September 2008 - April 2010
Amylin Pharmaceuticals March 2008 - September 2008
Fidelity Investments December 2006 - March 2008
Resurgent Capital Services May 2007 - January 2008
Cintas March 2006 - December 2006
Convergys 2000 - 2006
Watkins Motor Lines 1999 - 2000
Vivendi 1998 - 1999
Skills
Oracle, Data Warehousing, Databases, Oracle RAC, Performance Tuning, Data Modeling, Business Intelligence, Database Administration, Enterprise Architecture, SDLC, Database Design, Unix, PL/SQL, Solution Architecture, Vendor Management, Agile Methodologies, Business Analysis, Cloud Computing, Integration, SQL Tuning, Software Development, Architectures, Requirements Analysis, Strategy, Oracle E-Business Suite, Architecture, Database Security, SQL, Oracle Enterprise..., High Availability, SOA, Disaster Recovery, PCI DSS, SOX Compliancy, High Availability..., Data Integration, Unix Shell Scripting, Solaris, Oracle Applications, Department Budgeting, Perl, IT Strategy, Oracle Database..., High Availability..., Data Center..., Data Warehouse..., IT Leadership, MongoDB, Pre-sales, Distributed Systems
Education
University of Cincinnati 2005 — 2006
MBA, Finance
Indira Gandhi National Open University 1993 — 1995
PGDOM, Operations Management
University of Madras 1988 — 1992
BE, Electrical Engineering
Dave Neumann's Fidelity Investments Experience 1984 - 1989
Job President at Jasper Neumann Consulting, Ltd.
Industry Management Consulting
Experience
Jasper Neumann Consulting 2011 - Present
City of Dallas 2007 - 2011
Dallas Police and Fire Pension System 2007 - 2011
F.L. Malik, Inc. 1989 - 2011
Fidelity Investments 1984 - 1989
InterFirst Bank Dallas 1982 - 1984
Skills
Government, Leadership, Fundraising, Strategic Planning, Non-profits, Financial Analysis, Finance, People Skills, Motivation, Board of Director..., Non-profit Board..., Nonprofits, Business Development, Budgets, Start-ups, Public Relations, Program Management, Strategy, Management, Public Speaking
Education
Indiana University Bloomington 1978 — 1982
B.S., Business Finance
Indiana University Bloomington
Jasper Neumann Consulting 2011 - Present
City of Dallas 2007 - 2011
Dallas Police and Fire Pension System 2007 - 2011
F.L. Malik, Inc. 1989 - 2011
Fidelity Investments 1984 - 1989
InterFirst Bank Dallas 1982 - 1984
Skills
Government, Leadership, Fundraising, Strategic Planning, Non-profits, Financial Analysis, Finance, People Skills, Motivation, Board of Director..., Non-profit Board..., Nonprofits, Business Development, Budgets, Start-ups, Public Relations, Program Management, Strategy, Management, Public Speaking
Education
Indiana University Bloomington 1978 — 1982
B.S., Business Finance
Indiana University Bloomington
Andy Herche's Fidelity Investments Experience August 2006 - September 2011
Job Product Manager at Remy International
Industry Automotive
Experience
Remy International January 2015 - Present
Remy International January 2014 - December 2014
OSP Group June 2012 - November 2013
KeyBank November 2011 - June 2012
Fidelity Investments August 2006 - September 2011
Ameriprise Financial Services, Inc. January 2006 - August 2006
Skills
Strategic Financial..., Financial Modeling, Forecasting, Process Improvement, Pricing Analysis, Cross Functional..., Financial Analysis, Budgets, Manufacturing, Microsoft Excel, Account Management, Financial Reporting, Consultative Selling..., Onboarding, Customer Service, Customer Retention, Investment Advisory, Financial Advisory, Risk Management, Analytical Skills, Variance Analysis, Marketing, Professional Mentoring, Sales, GAAP, Financial Planning, Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Sports Marketing and Management
Remy International January 2015 - Present
Remy International January 2014 - December 2014
OSP Group June 2012 - November 2013
KeyBank November 2011 - June 2012
Fidelity Investments August 2006 - September 2011
Ameriprise Financial Services, Inc. January 2006 - August 2006
Skills
Strategic Financial..., Financial Modeling, Forecasting, Process Improvement, Pricing Analysis, Cross Functional..., Financial Analysis, Budgets, Manufacturing, Microsoft Excel, Account Management, Financial Reporting, Consultative Selling..., Onboarding, Customer Service, Customer Retention, Investment Advisory, Financial Advisory, Risk Management, Analytical Skills, Variance Analysis, Marketing, Professional Mentoring, Sales, GAAP, Financial Planning, Management
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Sports Marketing and Management
Kevin Chinn's Fidelity Investments Experience February 2012 - April 2013
Job Credit Analyst at CIT Group
Industry Banking
Experience
CIT November 2014 - Present
Wells Fargo April 2013 - October 2014
Fidelity Investments February 2012 - April 2013
Fidelity Investments May 2011 - February 2012
VEGA Americas, Inc. January 2010 - May 2011
Solutions Plus, Inc June 2008 - August 2008
Skills
Commercial Lending, Credit Analysis, Secured Financing, Refinancings, Financial Statement..., Factoring, Financial Statements..., Business Loans, Real Estate Financing, Sales, Title Clearing, Microsoft Excel, Investments, Team Leadership, Cold Calling, Asset Allocation, Solution Selling, Mutual Funds
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Management
CIT November 2014 - Present
Wells Fargo April 2013 - October 2014
Fidelity Investments February 2012 - April 2013
Fidelity Investments May 2011 - February 2012
VEGA Americas, Inc. January 2010 - May 2011
Solutions Plus, Inc June 2008 - August 2008
Skills
Commercial Lending, Credit Analysis, Secured Financing, Refinancings, Financial Statement..., Factoring, Financial Statements..., Business Loans, Real Estate Financing, Sales, Title Clearing, Microsoft Excel, Investments, Team Leadership, Cold Calling, Asset Allocation, Solution Selling, Mutual Funds
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Management
Yan Yeung's Fidelity Investments Experience August 2015 - Present
Job Financial Representative and Professional Interpreter
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Freelance January 2014 - Present
West Chester Protective Gear April 2014 - July 2015
Med Care Pharmacy January 2014 - June 2014
Asian Buffet June 2008 - November 2013
Middle Way House December 2011 - May 2013
Hollister Co. September 2012 - February 2013
Indiana University Bloomington August 2012 - December 2012
Medical Missions Student Interest Group - IUSM May 2012 - July 2012
Abercrombie & Fitch January 2011 - February 2012
Skills
Customer Service, PowerPoint, Research, Sales, Microsoft Word, Microsoft Office, Strategic Planning, Microsoft Excel, Illustrator, Self-driven, Highly detail oriented, Detailed Organization, Event Planning, Market Research, Analysis, Efficiency, Editing, Hospitality, Organization, Word, Excel, Work in A Fast Paced..., Retail, Leadership, Management, Marketing, Product Development, Time Management, Teamwork
Education
Indiana University Bloomington 2011 — 2013
Bachelor of Science (B.S.), Apparel Merchandising/Prelaw with Minors in Business and Marketing
Murray State University 2007 — 2008
International Business
Fidelity Investments August 2015 - Present
Freelance January 2014 - Present
West Chester Protective Gear April 2014 - July 2015
Med Care Pharmacy January 2014 - June 2014
Asian Buffet June 2008 - November 2013
Middle Way House December 2011 - May 2013
Hollister Co. September 2012 - February 2013
Indiana University Bloomington August 2012 - December 2012
Medical Missions Student Interest Group - IUSM May 2012 - July 2012
Abercrombie & Fitch January 2011 - February 2012
Skills
Customer Service, PowerPoint, Research, Sales, Microsoft Word, Microsoft Office, Strategic Planning, Microsoft Excel, Illustrator, Self-driven, Highly detail oriented, Detailed Organization, Event Planning, Market Research, Analysis, Efficiency, Editing, Hospitality, Organization, Word, Excel, Work in A Fast Paced..., Retail, Leadership, Management, Marketing, Product Development, Time Management, Teamwork
Education
Indiana University Bloomington 2011 — 2013
Bachelor of Science (B.S.), Apparel Merchandising/Prelaw with Minors in Business and Marketing
Murray State University 2007 — 2008
International Business
Ryan Feldman's Fidelity Investments Experience May 2013 - August 2013
Job Financial Advisor at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
Western & Southern Life February 2015 - August 2015
Kilroy's at the Dunnkirk December 2012 - October 2014
The Beth Wood Chapter of PRSSA at Indiana University January 2013 - May 2014
Fidelity Investments May 2013 - August 2013
ROTC Committee (Beth Wood Chapter of PRSSA) January 2013 - May 2013
Kilroy's on Kirkwood January 2011 - September 2011
Skills
Journalism, Press Releases, Social Media, Blogging, Editing, Media Relations, Ap Style, Public Relations, News Writing, Copy Editing, Facebook, Feature Articles, InDesign, Creative Writing, Copywriting, Social Networking, Photoshop, Online Journalism, Final Cut Pro, Wordpress, Public Speaking, Microsoft Office, Newspaper, Marketing, Microsoft Excel, Time Management, Customer Service, Advertising, Social Media Marketing, Microsoft Word, PowerPoint, Leadership, Event Planning, Research, Sales, Marketing Communications, Marketing Strategy, Event Management, Communication, Teamwork, Writing, Internal Communications, Corporate Communications, Newsletters
Education
Indiana University Bloomington 2009 — 2014
Bachelor of Arts (B.A.), Journalism
East Central High School 2005 — 2009
Academic Honors
Transamerica August 2015 - Present
Western & Southern Life February 2015 - August 2015
Kilroy's at the Dunnkirk December 2012 - October 2014
The Beth Wood Chapter of PRSSA at Indiana University January 2013 - May 2014
Fidelity Investments May 2013 - August 2013
ROTC Committee (Beth Wood Chapter of PRSSA) January 2013 - May 2013
Kilroy's on Kirkwood January 2011 - September 2011
Skills
Journalism, Press Releases, Social Media, Blogging, Editing, Media Relations, Ap Style, Public Relations, News Writing, Copy Editing, Facebook, Feature Articles, InDesign, Creative Writing, Copywriting, Social Networking, Photoshop, Online Journalism, Final Cut Pro, Wordpress, Public Speaking, Microsoft Office, Newspaper, Marketing, Microsoft Excel, Time Management, Customer Service, Advertising, Social Media Marketing, Microsoft Word, PowerPoint, Leadership, Event Planning, Research, Sales, Marketing Communications, Marketing Strategy, Event Management, Communication, Teamwork, Writing, Internal Communications, Corporate Communications, Newsletters
Education
Indiana University Bloomington 2009 — 2014
Bachelor of Arts (B.A.), Journalism
East Central High School 2005 — 2009
Academic Honors
Rick Kosar's Fidelity Investments Experience January 2004 - September 2004
Job Enterprise Technical Account Manager at Bullhorn
Industry Information Technology and Services
Experience
Bullhorn March 2014 - Present
ADP January 2011 - February 2014
Wolters Kluwer Financial Services May 2006 - January 2011
JPMorgan 2004 - 2006
Fidelity Investments January 2004 - September 2004
Thomson Reuters September 2003 - January 2004
Protegent Inc. October 2002 - June 2003
Mantas January 2001 - October 2002
SRA International June 2000 - January 2001
Duquesne Light Company May 1999 - May 2000
Skills
SDLC, Requirements Gathering, Enterprise IT Strategy, Agile Methodologies, Enterprise Account..., Strategic Partnerships, Business Analysis, User Acceptance Testing, Requirements Analysis, CRM, SQL, Long-term Customer..., Professional Services, Oracle, Integration, Product Management, Testing, Enterprise Software, Business Requirements, Software Project..., Software Implementation, Quality Assurance, Product Demonstration, Requirements Management, Technical Product..., Product Planning, SaaS, Business Process..., IT Strategy, Salesforce.com, HRIS, Financial Services, MS Project, APIs, HCM Processes & Forms, Professional Services...
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
The University of Texas at Austin 2013 — 2013
Certified Business Analysis Professional (CBAP)
Norwin
Bullhorn March 2014 - Present
ADP January 2011 - February 2014
Wolters Kluwer Financial Services May 2006 - January 2011
JPMorgan 2004 - 2006
Fidelity Investments January 2004 - September 2004
Thomson Reuters September 2003 - January 2004
Protegent Inc. October 2002 - June 2003
Mantas January 2001 - October 2002
SRA International June 2000 - January 2001
Duquesne Light Company May 1999 - May 2000
Skills
SDLC, Requirements Gathering, Enterprise IT Strategy, Agile Methodologies, Enterprise Account..., Strategic Partnerships, Business Analysis, User Acceptance Testing, Requirements Analysis, CRM, SQL, Long-term Customer..., Professional Services, Oracle, Integration, Product Management, Testing, Enterprise Software, Business Requirements, Software Project..., Software Implementation, Quality Assurance, Product Demonstration, Requirements Management, Technical Product..., Product Planning, SaaS, Business Process..., IT Strategy, Salesforce.com, HRIS, Financial Services, MS Project, APIs, HCM Processes & Forms, Professional Services...
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
The University of Texas at Austin 2013 — 2013
Certified Business Analysis Professional (CBAP)
Norwin
Anirban Dasgupta Anirban Dasgupta's Fidelity Investments Experience April 2006 - February 2010
Job Senior Database Engineer at UnitedLex Corporation
Industry Information Technology and Services
Experience
UnitedLex Corporation May 2014 - Present
eBay Inc August 2013 - May 2014
Yahoo! September 2012 - August 2013
T-Mobile , USA May 2012 - August 2012
Cisco Systems August 2011 - March 2012
Sprint Nextel February 2010 - August 2011
Fidelity Investments April 2006 - February 2010
SQL Star International September 2002 - April 2006
Skills
PL/SQL, Databases, Oracle, Datawarehousing, unix, Software Design, Data Warehousing, Data Modeling, Requirements Analysis, Informatica, Unix Shell Scripting, Database Design, Software Development, SDLC, Unix, SQL, ETL, Solution Architecture, Software Project..., Performance Tuning, XML, Oracle Applications, Microsoft SQL Server, Agile Methodologies, Hadoop
Education
IGNOU 2002 — 2004
Post Graduate Diploma in Computer Applications, Computer Software Engineering
Aptech Computer Education 1993 — 1996
Higher Diploma in Software engineering, Computer Programming, Specific Applications
Calcutta University 1993 — 1996
Bachelor of Commerce (B.Com.), Acounting ang Finance
Obra Inter College 1991 — 1993
High School and Intermediate
UnitedLex Corporation May 2014 - Present
eBay Inc August 2013 - May 2014
Yahoo! September 2012 - August 2013
T-Mobile , USA May 2012 - August 2012
Cisco Systems August 2011 - March 2012
Sprint Nextel February 2010 - August 2011
Fidelity Investments April 2006 - February 2010
SQL Star International September 2002 - April 2006
Skills
PL/SQL, Databases, Oracle, Datawarehousing, unix, Software Design, Data Warehousing, Data Modeling, Requirements Analysis, Informatica, Unix Shell Scripting, Database Design, Software Development, SDLC, Unix, SQL, ETL, Solution Architecture, Software Project..., Performance Tuning, XML, Oracle Applications, Microsoft SQL Server, Agile Methodologies, Hadoop
Education
IGNOU 2002 — 2004
Post Graduate Diploma in Computer Applications, Computer Software Engineering
Aptech Computer Education 1993 — 1996
Higher Diploma in Software engineering, Computer Programming, Specific Applications
Calcutta University 1993 — 1996
Bachelor of Commerce (B.Com.), Acounting ang Finance
Obra Inter College 1991 — 1993
High School and Intermediate
Dan Ruffner's Fidelity Investments Experience 2013 - Present
Job Director, Finance Client Billing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
OneAmerica, American United Life 2009 - 2013
Fidelity Investments 2006 - 2009
Fidelity Investments 2001 - 2006
Fidelity Investments 1996 - 2001
Mercer 1993 - 1996
Fifth Third Bank 1992 - 1993
Fifth Third Bank 1987 - 1992
Fifth Third Bank 1986 - 1987
Skills
Financial Modeling, Cross-functional Team..., Budgets, Forecasting, Financial Analysis, Business Process..., Finance, Project Planning, CRM, Analysis, Leadership, Strategic Planning, Management, Team Leadership, Access, Strategy, Team Management, Project Management
Education
Xavier University - Williams College of Business 1986 — 1990
MBA, Finance
Indiana University Bloomington 1981 — 1985
Bachelor of Arts, Political Science and Business Administration
Connersville High School
Fidelity Investments 2013 - Present
OneAmerica, American United Life 2009 - 2013
Fidelity Investments 2006 - 2009
Fidelity Investments 2001 - 2006
Fidelity Investments 1996 - 2001
Mercer 1993 - 1996
Fifth Third Bank 1992 - 1993
Fifth Third Bank 1987 - 1992
Fifth Third Bank 1986 - 1987
Skills
Financial Modeling, Cross-functional Team..., Budgets, Forecasting, Financial Analysis, Business Process..., Finance, Project Planning, CRM, Analysis, Leadership, Strategic Planning, Management, Team Leadership, Access, Strategy, Team Management, Project Management
Education
Xavier University - Williams College of Business 1986 — 1990
MBA, Finance
Indiana University Bloomington 1981 — 1985
Bachelor of Arts, Political Science and Business Administration
Connersville High School
Kirk Nevada Walker Kirk Nevada Walker's Fidelity Investments Experience June 1997 - August 2005
Job Attorney at BLWM
Industry Law Practice
Experience
Bauman Loewe Witt & Maxwell October 2011 - Present
Lewis Brisbois Bisgaard & Smith LLP September 2010 - October 2011
Flangas McMillan Law Group August 2008 - August 2010
Javitch, Block & Rathbone March 2006 - March 2008
Fidelity Investments June 1997 - August 2005
Skills
Construction Law, Legal Liability, Legal Research, Litigation, Legal Writing, Corporate Law, Commercial Litigation, Civil Litigation, Mediation, Intellectual Property, Licensing, Westlaw, Real Estate, Courts, Settlement Agreements, Securities, Litigation Support, Bankruptcy, Corporate Governance, Insurance, Estate Planning, Criminal Law, Copyright Law, Legal Assistance, Trademarks, Arbitration, Employment Law
Education
Indiana University School of Law—Indianapolis 2005 — 2008
Doctor of Law (J.D.)
University of Utah - David Eccles School of Business 2003 — 2005
M.B.A., Entrepreneurship
Bauman Loewe Witt & Maxwell October 2011 - Present
Lewis Brisbois Bisgaard & Smith LLP September 2010 - October 2011
Flangas McMillan Law Group August 2008 - August 2010
Javitch, Block & Rathbone March 2006 - March 2008
Fidelity Investments June 1997 - August 2005
Skills
Construction Law, Legal Liability, Legal Research, Litigation, Legal Writing, Corporate Law, Commercial Litigation, Civil Litigation, Mediation, Intellectual Property, Licensing, Westlaw, Real Estate, Courts, Settlement Agreements, Securities, Litigation Support, Bankruptcy, Corporate Governance, Insurance, Estate Planning, Criminal Law, Copyright Law, Legal Assistance, Trademarks, Arbitration, Employment Law
Education
Indiana University School of Law—Indianapolis 2005 — 2008
Doctor of Law (J.D.)
University of Utah - David Eccles School of Business 2003 — 2005
M.B.A., Entrepreneurship
Mahipal Bereddy's Fidelity Investments Experience September 2012 - Present
Job Senior SharePoint Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Script2IT,Inc May 2009 - Present
Fidelity Investments September 2012 - Present
ICF Ironworks August 2011 - August 2012
NIH May 2009 - September 2011
Chemonics International September 2007 - May 2009
Satyam Computer services Limited April 2006 - March 2007
Kenexa 2004 - 2007
Skills
SharePoint, Microsoft Office..., Microsoft SQL Server, SharePoint Designer, ASP.NET, Web Services, InfoPath, C#, SDLC, Web Applications, Database Design, Software Documentation, Software Development, Web Parts, Project Portfolio..., XML, Databases, SharePoint Server, Enterprise Architecture, Software Project..., IIS, Excel Services, WF, MOSS 2007, CSS Javascript, jQuery, Powershell, Enterprise Software, Team Management, Disaster Recovery, Information Architecture, Solution Architecture, JIRA, Agile Methodologies, Project Management
Education
Indira Gandhi National Open University 2001 — 2003
Masters in Computer Applications, MCA, Computers
Bhoopathy Public School, Boduppal, Hyderabad 1985 — 1996
Script2IT,Inc May 2009 - Present
Fidelity Investments September 2012 - Present
ICF Ironworks August 2011 - August 2012
NIH May 2009 - September 2011
Chemonics International September 2007 - May 2009
Satyam Computer services Limited April 2006 - March 2007
Kenexa 2004 - 2007
Skills
SharePoint, Microsoft Office..., Microsoft SQL Server, SharePoint Designer, ASP.NET, Web Services, InfoPath, C#, SDLC, Web Applications, Database Design, Software Documentation, Software Development, Web Parts, Project Portfolio..., XML, Databases, SharePoint Server, Enterprise Architecture, Software Project..., IIS, Excel Services, WF, MOSS 2007, CSS Javascript, jQuery, Powershell, Enterprise Software, Team Management, Disaster Recovery, Information Architecture, Solution Architecture, JIRA, Agile Methodologies, Project Management
Education
Indira Gandhi National Open University 2001 — 2003
Masters in Computer Applications, MCA, Computers
Bhoopathy Public School, Boduppal, Hyderabad 1985 — 1996
Heather Fitch Heather Fitch's Fidelity Investments Experience June 2014 - Present
Job Central Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
IU GLBT Alumni Association July 2012 - Present
Pro Martial Arts Franchise Corp October 2013 - July 2014
Fidelity Investments April 2013 - June 2014
Pro Martial Arts Franchise Corp November 2012 - April 2013
Ameriprise Financial Services, Inc. June 2012 - April 2013
MassMutual Financial Group July 2011 - May 2012
Capital Group Companies/American Funds Service Company December 2006 - August 2011
Indiana University Parking Operations August 2005 - October 2006
IU Department of Sociology January 2006 - May 2006
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
MBA, Marketing
Indiana University Bloomington 2001 — 2006
BA, Sociology, Linguistics
Northwestern University
Certified Financial Planner program
Indiana Academy for Science, Mathematics and Humanities
Fidelity Investments June 2014 - Present
IU GLBT Alumni Association July 2012 - Present
Pro Martial Arts Franchise Corp October 2013 - July 2014
Fidelity Investments April 2013 - June 2014
Pro Martial Arts Franchise Corp November 2012 - April 2013
Ameriprise Financial Services, Inc. June 2012 - April 2013
MassMutual Financial Group July 2011 - May 2012
Capital Group Companies/American Funds Service Company December 2006 - August 2011
Indiana University Parking Operations August 2005 - October 2006
IU Department of Sociology January 2006 - May 2006
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
MBA, Marketing
Indiana University Bloomington 2001 — 2006
BA, Sociology, Linguistics
Northwestern University
Certified Financial Planner program
Indiana Academy for Science, Mathematics and Humanities
Nicholas Cummings, MBA Nicholas Cummings, MBA's Fidelity Investments Experience December 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Hachette Book Group May 2010 - December 2013
Skills
Microsoft Excel, Financial Reporting, Six Sigma Green Belt, Research, Management, Budgets, Sales, Finance, Financial Analysis, Data Analysis, Variance Analysis, Credit
Education
Suffolk University - Sawyer Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Business Management
Fidelity Investments December 2013 - Present
Hachette Book Group May 2010 - December 2013
Skills
Microsoft Excel, Financial Reporting, Six Sigma Green Belt, Research, Management, Budgets, Sales, Finance, Financial Analysis, Data Analysis, Variance Analysis, Credit
Education
Suffolk University - Sawyer Business School 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Business Management
Daniel McCleese's Fidelity Investments Experience November 2005 - July 2007
Job Recruiting and Transition
Industry Financial Services
Experience
Capital Analysts Incorporated July 2007 - Present
Fidelity Investments November 2005 - July 2007
Hollaender Manufacturing Inc August 1999 - November 2005
Education
Indiana Wesleyan University
Bachelors, Business Admin/Marketing
Capital Analysts Incorporated July 2007 - Present
Fidelity Investments November 2005 - July 2007
Hollaender Manufacturing Inc August 1999 - November 2005
Education
Indiana Wesleyan University
Bachelors, Business Admin/Marketing
Andi Hale Andi Hale's Fidelity Investments Experience April 2012 - January 2013
Job Summer Associate at Lewis And Wilkins LLP
Industry Law Practice
Experience
Lewis And Wilkins LLP May 2014 - Present
Fidelity Investments April 2012 - January 2013
LinkAmerica Corporation July 2011 - February 2012
The Dallas Arboretum & Botanic Garden April 2011 - July 2011
Violet Avenue May 2010 - August 2010
Nordstrom December 2008 - January 2009
Nordstrom May 2008 - August 2008
Education
Indiana University Robert H. McKinney School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Oklahoma 2006 — 2010
Bachelor's Degree, Communication
Lewis And Wilkins LLP May 2014 - Present
Fidelity Investments April 2012 - January 2013
LinkAmerica Corporation July 2011 - February 2012
The Dallas Arboretum & Botanic Garden April 2011 - July 2011
Violet Avenue May 2010 - August 2010
Nordstrom December 2008 - January 2009
Nordstrom May 2008 - August 2008
Education
Indiana University Robert H. McKinney School of Law 2013 — 2016
Juris Doctor (J.D.)
University of Oklahoma 2006 — 2010
Bachelor's Degree, Communication
Gina Gray's Fidelity Investments Experience August 2004 - Present
Job Instructional Design at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Fidelity Investments August 2004 - Present
Cincinnati Public Schools June 2002 - August 2004
Cincinnati Public Schools June 2002 - July 2004
Campbell County Public Schools December 1999 - June 2002
Duke Energy Corporation February 1988 - 1999
Skills
Instructional Design, Employee Training, Training Delivery, Instructor-led Training, Training Needs Analysis, Brainshark, Captivate, Learning Management..., Curriculum Development, Adobe Acrobat, SnagIt, ADDIE, Teacher Training
Education
Indiana Wesleyan University 2002 — 2004
Masters Education, Curriculum Development and Design
Northern Kentucky University 1996 — 1999
Bachelor of Arts, Elementary Education
Northern Kentucky University
Bachelor of Arts, Elementary Education
Indiana Wesleyan University
Masters, Curriculum Instruction and Design
Fidelity Investments August 2004 - Present
Fidelity Investments August 2004 - Present
Cincinnati Public Schools June 2002 - August 2004
Cincinnati Public Schools June 2002 - July 2004
Campbell County Public Schools December 1999 - June 2002
Duke Energy Corporation February 1988 - 1999
Skills
Instructional Design, Employee Training, Training Delivery, Instructor-led Training, Training Needs Analysis, Brainshark, Captivate, Learning Management..., Curriculum Development, Adobe Acrobat, SnagIt, ADDIE, Teacher Training
Education
Indiana Wesleyan University 2002 — 2004
Masters Education, Curriculum Development and Design
Northern Kentucky University 1996 — 1999
Bachelor of Arts, Elementary Education
Northern Kentucky University
Bachelor of Arts, Elementary Education
Indiana Wesleyan University
Masters, Curriculum Instruction and Design
Joe Pearce's Fidelity Investments Experience February 1996 - September 2013
Job Professional Artist; Finanial Services Professional
Industry Fine Art
Experience
www.JoePearceArt.com 1991 - Present
Fidelity Investments February 1996 - September 2013
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
PowerPoint, Microsoft Office, Management, Customer Service, Recruiting, Creative Concept Design, Contemporary Art, Project Management, Operations Management, Development Of Employees, Training, Team Management, Call Centers, Art, Sales, Strategic Planning, Team Building
Education
Indiana University-Purdue University at Indianapolis
Education, Social Studies
Xavier University
MBA Coursework
www.JoePearceArt.com 1991 - Present
Fidelity Investments February 1996 - September 2013
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
PowerPoint, Microsoft Office, Management, Customer Service, Recruiting, Creative Concept Design, Contemporary Art, Project Management, Operations Management, Development Of Employees, Training, Team Management, Call Centers, Art, Sales, Strategic Planning, Team Building
Education
Indiana University-Purdue University at Indianapolis
Education, Social Studies
Xavier University
MBA Coursework
Ron Gregg's Fidelity Investments Experience October 1995 - April 2010
Job Owner/Portfolio Manager at Pogson & Matt Wealth Management Group
Industry Investment Management
Experience
Pogson & Matt Wealth Management Group April 2010 - Present
Fidelity Investments October 1995 - April 2010
Skills
Asset Allocation, Tactical Asset..., Investment Management, Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, ETFs, Equities, Alternative Investments, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, Retirement, Estate Planning, Asset Management, Financial Advisory, 401k, Fixed Income, Series 65, IRAs, Securities, Wealth Management..., Bonds, FINRA, Financial Services, Fixed Annuities
Education
Indiana University Bloomington 1987 — 1991
Pogson & Matt Wealth Management Group April 2010 - Present
Fidelity Investments October 1995 - April 2010
Skills
Asset Allocation, Tactical Asset..., Investment Management, Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, ETFs, Equities, Alternative Investments, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, Retirement, Estate Planning, Asset Management, Financial Advisory, 401k, Fixed Income, Series 65, IRAs, Securities, Wealth Management..., Bonds, FINRA, Financial Services, Fixed Annuities
Education
Indiana University Bloomington 1987 — 1991
Jeffrey L. Crum, CFP®'s Fidelity Investments Experience January 1994 - Present
Job Vice President / Financial Consultant Fidelity Investments Private Client Group
Industry Financial Services
Experience
Fidelity Investments January 1994 - Present
Prudential Bache Securities May 1990 - January 1994
Education
Indiana University Bloomington 1986 — 1990
St Xavier High School Louisville KY 1982 — 1986
Fidelity Investments January 1994 - Present
Prudential Bache Securities May 1990 - January 1994
Education
Indiana University Bloomington 1986 — 1990
St Xavier High School Louisville KY 1982 — 1986
Kaushal Pandey Kaushal Pandey's Fidelity Investments Experience August 2012 - Present
Job PRINCIPAL SOFTWARE ENGINEER DEVELOPER at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments July 2008 - July 2012
Fidelity Investments August 2006 - June 2008
Rapidigm India(Client location Fidelity Investments) January 2005 - July 2006
Rose IT Solutions (CMM 3 Level) July 2004 - December 2004
In-A-Net shell Solutions September 2003 - June 2004
Global IT Solutions February 2000 - September 2003
Skills
SDLC, Requirements Analysis, Software Development, Data Warehousing, Unix, PL/SQL, Requirements Gathering, Software Project..., Solution Architecture, Agile Methodologies, SOA, Private Banking, PMP, Web Services, Microsoft SQL Server, Oracle, Business Analysis, Web Video
Education
Indira Gandhi National Open University 1999 — 2002
MCA, Computer science
Delhi University, New Delhi 1998 — 2000
Bachelor of Arts
NIIT 1997 — 1999
Certificate, Computing
Kendriya Vidyalaya 1994 — 1999
High School
Fidelity Investments August 2012 - Present
Fidelity Investments July 2008 - July 2012
Fidelity Investments August 2006 - June 2008
Rapidigm India(Client location Fidelity Investments) January 2005 - July 2006
Rose IT Solutions (CMM 3 Level) July 2004 - December 2004
In-A-Net shell Solutions September 2003 - June 2004
Global IT Solutions February 2000 - September 2003
Skills
SDLC, Requirements Analysis, Software Development, Data Warehousing, Unix, PL/SQL, Requirements Gathering, Software Project..., Solution Architecture, Agile Methodologies, SOA, Private Banking, PMP, Web Services, Microsoft SQL Server, Oracle, Business Analysis, Web Video
Education
Indira Gandhi National Open University 1999 — 2002
MCA, Computer science
Delhi University, New Delhi 1998 — 2000
Bachelor of Arts
NIIT 1997 — 1999
Certificate, Computing
Kendriya Vidyalaya 1994 — 1999
High School
Doris Xu's Fidelity Investments Experience 2015 - Present
Job Student at University of Pennsylvania The Wharton School
Industry Higher Education
Experience
Fidelity Investments 2015 - Present
Mackenzie Investments June 2014 - August 2014
The Wharton School September 2013 - May 2014
Nanshan Capital Holdings, Ltd. June 2013 - August 2013
Skills
Research, French, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Event Planning, Piano Performance, Chamber Music
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor's Degree, Business Economics & Public Policy; French Studies Minor, 3.83 GPA
Institut d'Etudes Politiques de Lyon 2014 — 2014
Bachelor's Degree, Sciences Politiques, 4.0 GPA
Université Lumière (Lyon II) 2014 — 2014
Bachelor's Degree, Sciences Économiques, 4.0 GPA
The Wheeler School 2008 — 2012
High School
Fidelity Investments 2015 - Present
Mackenzie Investments June 2014 - August 2014
The Wharton School September 2013 - May 2014
Nanshan Capital Holdings, Ltd. June 2013 - August 2013
Skills
Research, French, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Event Planning, Piano Performance, Chamber Music
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor's Degree, Business Economics & Public Policy; French Studies Minor, 3.83 GPA
Institut d'Etudes Politiques de Lyon 2014 — 2014
Bachelor's Degree, Sciences Politiques, 4.0 GPA
Université Lumière (Lyon II) 2014 — 2014
Bachelor's Degree, Sciences Économiques, 4.0 GPA
The Wheeler School 2008 — 2012
High School
James Burton's Fidelity Investments Experience January 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity March 2007 - March 2013
Charles Schwab May 1998 - January 2006
L.E.K. Consulting 1996 - 1998
Arthur Andersen 1992 - 1995
Skills
Investments, Customer Experience, Strategy, Start-ups, Mergers, Marketing Strategy, Marketing Communications
Education
INSEAD 1995 — 1996
MBA
University of Oxford 1987 — 1992
MA
Eton College 1981 — 1986
High School
Fidelity Investments January 2013 - Present
Fidelity March 2007 - March 2013
Charles Schwab May 1998 - January 2006
L.E.K. Consulting 1996 - 1998
Arthur Andersen 1992 - 1995
Skills
Investments, Customer Experience, Strategy, Start-ups, Mergers, Marketing Strategy, Marketing Communications
Education
INSEAD 1995 — 1996
MBA
University of Oxford 1987 — 1992
MA
Eton College 1981 — 1986
High School
Bill Dykema's Fidelity Investments Experience 1995 - Present
Job Director, Software Engineering at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments 1995 - Present
Fidelity Investments 1986 - 1995
Education
Indiana University Bloomington 1981 — 1985
Bachelor of Science, Quantitative Business Analysis
Fidelity Investments 1995 - Present
Fidelity Investments 1986 - 1995
Education
Indiana University Bloomington 1981 — 1985
Bachelor of Science, Quantitative Business Analysis
Travis Bruce's Fidelity Investments Experience November 2007 - May 2013
Job Electronic Banking at United Community Bank
Industry Financial Services
Experience
United Community Bank November 2013 - Present
Fidelity Investments November 2007 - May 2013
Luxottica Retail June 2007 - October 2007
Coldwell Banker Alliance 2004 - 2007
Coldwell Banker 2004 - 2007
Indiana University Athletic Ticket Office 2000 - 2005
Education
Indiana University Bloomington 2002 — 2004
Masters, Information Science
Indiana University Bloomington 1996 — 2000
Bachelor, Marketing
United Community Bank November 2013 - Present
Fidelity Investments November 2007 - May 2013
Luxottica Retail June 2007 - October 2007
Coldwell Banker Alliance 2004 - 2007
Coldwell Banker 2004 - 2007
Indiana University Athletic Ticket Office 2000 - 2005
Education
Indiana University Bloomington 2002 — 2004
Masters, Information Science
Indiana University Bloomington 1996 — 2000
Bachelor, Marketing
Carol Hammer's Fidelity Investments Experience 1987 - 1989
Job Global Manager, White Glove at LiveOps
Industry Information Technology and Services
Experience
LiveOps September 2015 - Present
LiveOps August 2015 - Present
CSC April 2000 - November 2014
Computer Sciences Corporation April 2000 - November 2014
Motorola 2010 - 2013
Sun Microsystems, Inc 2006 - 2008
AT&T 1989 - 2000
Fidelity Investments 1987 - 1989
Fidelity Investments 1987 - 1989
EDS 1985 - 1989
Skills
Management, PMP, SDLC, ITIL, Budgets, Program Management, PMO, Software Project..., Vendor Management, Process Improvement, IT Strategy, Project Management, IT Management, IT Service Management, Project Portfolio..., Outsourcing, Integration, Requirements Analysis, Business Analysis, Business Process, Business Process..., Service Delivery
Education
Indiana University of Pennsylvania 1982 — 1984
comp sci.
North Star High School 1978 — 1982
True Solutions Inc
True Solutions Inc
LiveOps September 2015 - Present
LiveOps August 2015 - Present
CSC April 2000 - November 2014
Computer Sciences Corporation April 2000 - November 2014
Motorola 2010 - 2013
Sun Microsystems, Inc 2006 - 2008
AT&T 1989 - 2000
Fidelity Investments 1987 - 1989
Fidelity Investments 1987 - 1989
EDS 1985 - 1989
Skills
Management, PMP, SDLC, ITIL, Budgets, Program Management, PMO, Software Project..., Vendor Management, Process Improvement, IT Strategy, Project Management, IT Management, IT Service Management, Project Portfolio..., Outsourcing, Integration, Requirements Analysis, Business Analysis, Business Process, Business Process..., Service Delivery
Education
Indiana University of Pennsylvania 1982 — 1984
comp sci.
North Star High School 1978 — 1982
True Solutions Inc
True Solutions Inc
Poonam Selva Kumar's Fidelity Investments Experience August 2003 - May 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Toyota Financial Services October 2008 - December 2008
Fidelity Investments August 2003 - May 2006
Education
Indira Gandhi National Open University 2000 — 2002
Masters, Computer Applications
Toyota Financial Services October 2008 - December 2008
Fidelity Investments August 2003 - May 2006
Education
Indira Gandhi National Open University 2000 — 2002
Masters, Computer Applications
Daniel Senko's Fidelity Investments Experience July 2015 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Lenovo October 2014 - February 2015
IBM February 2014 - September 2014
IBM October 2009 - January 2014
IBM July 2008 - October 2009
IBM January 2005 - June 2008
IBM January 2004 - December 2004
IBM March 2001 - December 2003
IBM June 1999 - February 2001
IBM April 1996 - May 1999
Skills
Integration, Enterprise Architecture, Solution Architecture, Business Transformation, Cloud Computing, Agile Methodologies, Business Analysis, SAP, Leadership, Requirements Analysis, Architecture, Business Process, IT Management, IT Strategy, Project Portfolio..., Strategy, SaaS, Architectures, Pre-sales, SDLC, SOA, Enterprise Software, Business Process..., CRM, Testing
Education
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Science (B.S.), Management Information Systems, General
Fidelity Investments July 2015 - Present
Lenovo October 2014 - February 2015
IBM February 2014 - September 2014
IBM October 2009 - January 2014
IBM July 2008 - October 2009
IBM January 2005 - June 2008
IBM January 2004 - December 2004
IBM March 2001 - December 2003
IBM June 1999 - February 2001
IBM April 1996 - May 1999
Skills
Integration, Enterprise Architecture, Solution Architecture, Business Transformation, Cloud Computing, Agile Methodologies, Business Analysis, SAP, Leadership, Requirements Analysis, Architecture, Business Process, IT Management, IT Strategy, Project Portfolio..., Strategy, SaaS, Architectures, Pre-sales, SDLC, SOA, Enterprise Software, Business Process..., CRM, Testing
Education
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Science (B.S.), Management Information Systems, General
Eric Eichen's Fidelity Investments Experience July 2006 - January 2008
Job Manager of Call Center Operations at United Healthcare
Industry Financial Services
Experience
United Healthcare April 2008 - Present
Fidelity Investments July 2006 - January 2008
Fidelity Investments July 2000 - July 2006
Fidelity Investments September 1998 - July 2000
Education
Indiana University Bloomington 1989 — 1993
Economics
United Healthcare April 2008 - Present
Fidelity Investments July 2006 - January 2008
Fidelity Investments July 2000 - July 2006
Fidelity Investments September 1998 - July 2000
Education
Indiana University Bloomington 1989 — 1993
Economics
Dana Harms's Fidelity Investments Experience September 2014 - Present
Job Implementation Project Manager, Equity Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments August 2010 - September 2014
Fidelity Investments September 2007 - August 2010
Houston Methodist June 2005 - August 2007
Administaff September 2004 - June 2005
VALIC July 2002 - September 2004
VALIC May 2000 - July 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Project Management, Pensions, Employee Benefits, 401k, Defined Contribution, Strategy, Software Documentation, Leadership, Business Analysis
Education
Indiana University Bloomington 1995 — 1997
M.A., French Linguistics
The University of Texas at Austin 1989 — 1992
B.A., French
Fidelity Investments September 2014 - Present
Fidelity Investments August 2010 - September 2014
Fidelity Investments September 2007 - August 2010
Houston Methodist June 2005 - August 2007
Administaff September 2004 - June 2005
VALIC July 2002 - September 2004
VALIC May 2000 - July 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Financial Services, Project Management, Pensions, Employee Benefits, 401k, Defined Contribution, Strategy, Software Documentation, Leadership, Business Analysis
Education
Indiana University Bloomington 1995 — 1997
M.A., French Linguistics
The University of Texas at Austin 1989 — 1992
B.A., French
Douglas Corra's Fidelity Investments Experience May 2006 - June 2010
Job Financial Industry Professional looking for next job opportunity
Industry Financial Services
Experience
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Kenneth Braden's Fidelity Investments Experience October 2010 - April 2012
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica November 2012 - Present
Fidelity Investments October 2010 - April 2012
TIAA-CREF March 2007 - April 2010
Comprehensive Retirement Solutions April 2006 - March 2007
JP Morgan Chase October 2005 - April 2006
Charles Schwab December 1995 - October 2005
US Army May 1989 - October 1997
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Financial Services, Investments, Securities, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Uniform Combined State..., FINRA, Equities, Investment Strategies, Insurance, Risk Management, Sales, Sales Process
Education
Indiana University Bloomington 1988 — 1991
Transamerica November 2012 - Present
Fidelity Investments October 2010 - April 2012
TIAA-CREF March 2007 - April 2010
Comprehensive Retirement Solutions April 2006 - March 2007
JP Morgan Chase October 2005 - April 2006
Charles Schwab December 1995 - October 2005
US Army May 1989 - October 1997
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Financial Services, Investments, Securities, Investment Advisory, Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Uniform Combined State..., FINRA, Equities, Investment Strategies, Insurance, Risk Management, Sales, Sales Process
Education
Indiana University Bloomington 1988 — 1991
Paolo Rocca's Fidelity Investments Experience March 2015 - Present
Job Wealth Management Adviser
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Skills
Series 7, Series 63
Education
Indiana University Bloomington 1988 — 1992
Fidelity Investments March 2015 - Present
Skills
Series 7, Series 63
Education
Indiana University Bloomington 1988 — 1992
Randy Engelhardt's Fidelity Investments Experience January 1998 - September 1998
Job Senior Recruiter at Omnicare Inc.
Industry Health, Wellness and Fitness
Experience
Omnicare Inc. September 2013 - Present
Johnson & Johnson July 2011 - August 2013
Meridian Bioscience November 2009 - November 2010
DaVita November 2005 - January 2009
Housecall Medical Resources, Inc June 2003 - August 2005
Comair November 2000 - November 2001
The Kroger Company September 1998 - October 2000
Fidelity Investments January 1998 - September 1998
ServiceMaster Rehabilitation June 1995 - August 1996
First American Healthcare September 1992 - June 1995
Skills
Recruiting, Interviews, Sourcing, Human Resources, Training, Management, Employee Benefits, Hiring, Temporary Placement, Strategy, Leadership, Applicant Tracking...
Education
Indiana University
BS, Political Science
Indiana University Bloomington
BS, Education
Omnicare Inc. September 2013 - Present
Johnson & Johnson July 2011 - August 2013
Meridian Bioscience November 2009 - November 2010
DaVita November 2005 - January 2009
Housecall Medical Resources, Inc June 2003 - August 2005
Comair November 2000 - November 2001
The Kroger Company September 1998 - October 2000
Fidelity Investments January 1998 - September 1998
ServiceMaster Rehabilitation June 1995 - August 1996
First American Healthcare September 1992 - June 1995
Skills
Recruiting, Interviews, Sourcing, Human Resources, Training, Management, Employee Benefits, Hiring, Temporary Placement, Strategy, Leadership, Applicant Tracking...
Education
Indiana University
BS, Political Science
Indiana University Bloomington
BS, Education
Derek Beeker's Fidelity Investments Experience February 2006 - Present
Job Industrial Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2006 - Present
Milacron Inc 2004 - 2006
Skills
Six Sigma, Process Improvement, Continuous Improvement, Kaizen, Lean Manufacturing, Operations Management, Cross-functional Team..., Root Cause Analysis, Process Engineering, Manufacturing, Project Management, SQL, Software Development, Program Management, Product Development
Education
Xavier University - Williams College of Business 1994 — 1997
MBA, Business- International
Indiana University-Purdue University at Indianapolis 1987 — 1989
BS, Mechanical Engineering Technology
Fidelity Investments February 2006 - Present
Milacron Inc 2004 - 2006
Skills
Six Sigma, Process Improvement, Continuous Improvement, Kaizen, Lean Manufacturing, Operations Management, Cross-functional Team..., Root Cause Analysis, Process Engineering, Manufacturing, Project Management, SQL, Software Development, Program Management, Product Development
Education
Xavier University - Williams College of Business 1994 — 1997
MBA, Business- International
Indiana University-Purdue University at Indianapolis 1987 — 1989
BS, Mechanical Engineering Technology
Joe Flannery's Fidelity Investments Experience October 2004 - February 2009
Job Senior Vice President Mutual Fund Transfer Agency and Cash Management Operations at Huntington Asset Services
Industry Financial Services
Experience
Huntington Asset Services July 2011 - Present
JPMorgan Chase 2009 - December 2011
Fidelity Investments October 2004 - February 2009
Fidelity Investments February 1995 - October 2004
Federated Investors March 1990 - February 1995
Mellon Bank (now Bank of NY Mellon Bank) March 1979 - March 1990
Skills
Financial Services, Process Improvement, Risk Management, Mutual Funds, Management, Leadership, Business Analysis, Investments, Securities
Education
Indiana University of Pennsylvania 1974 — 1978
BS - Business, Accounting
Huntington Asset Services July 2011 - Present
JPMorgan Chase 2009 - December 2011
Fidelity Investments October 2004 - February 2009
Fidelity Investments February 1995 - October 2004
Federated Investors March 1990 - February 1995
Mellon Bank (now Bank of NY Mellon Bank) March 1979 - March 1990
Skills
Financial Services, Process Improvement, Risk Management, Mutual Funds, Management, Leadership, Business Analysis, Investments, Securities
Education
Indiana University of Pennsylvania 1974 — 1978
BS - Business, Accounting
Dular Pandya's Fidelity Investments Experience January 2015 - Present
Job Investment Professional at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Fidelity Investments January 2015 - Present
River Birch Capital 2011 - 2013
Oaktree Capital Management August 2008 - 2011
Lazard Freres & Co. July 2006 - June 2008
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelors, Finance, Magna Cum Laude with Honors
INSEAD
Christy Kling, PMP's Fidelity Investments Experience April 2007 - April 2012
Job Operations Manager at AON Hewitt
Industry Human Resources
Experience
Aon Hewitt November 2012 - Present
BlueLine Associates April 2012 - November 2012
Fidelity Investments April 2007 - April 2012
Fidelity Investments January 2005 - April 2007
Capital Employer Services October 2003 - January 2005
Pepsi Bottling Ventures August 2000 - October 2003
Skills
PMP, CPP, Payroll, Accounting, Leadership, Project Management, Business Analysis, Management, SharePoint, Testing, Visio, Software Documentation, Project Planning, SAP, SDLC, Six Sigma, Process Improvement, Vendor Management
Education
Indiana University Kokomo 1999 — 1999
Aon Hewitt November 2012 - Present
BlueLine Associates April 2012 - November 2012
Fidelity Investments April 2007 - April 2012
Fidelity Investments January 2005 - April 2007
Capital Employer Services October 2003 - January 2005
Pepsi Bottling Ventures August 2000 - October 2003
Skills
PMP, CPP, Payroll, Accounting, Leadership, Project Management, Business Analysis, Management, SharePoint, Testing, Visio, Software Documentation, Project Planning, SAP, SDLC, Six Sigma, Process Improvement, Vendor Management
Education
Indiana University Kokomo 1999 — 1999
Michelle Shorter's Fidelity Investments Experience June 2007 - March 2008
Job Financial Services
Industry Financial Services
Experience
Hermann Financial Servces June 2009 - February 2010
DePuy Orthopaedics October 2008 - March 2009
Fidelity Investments June 2007 - March 2008
DePuy Orthopaedics April 2004 - May 2007
Education
University of Cincinnati 2007 — 2008
MBA, Finance
University of Cincinnati College of Business 2006 — 2008
MBA, Finance
Indiana University Bloomington 1997 — 2001
BA, East Asian Language and Culture
Hermann Financial Servces June 2009 - February 2010
DePuy Orthopaedics October 2008 - March 2009
Fidelity Investments June 2007 - March 2008
DePuy Orthopaedics April 2004 - May 2007
Education
University of Cincinnati 2007 — 2008
MBA, Finance
University of Cincinnati College of Business 2006 — 2008
MBA, Finance
Indiana University Bloomington 1997 — 2001
BA, East Asian Language and Culture
John Ley's Fidelity Investments Experience May 2010 - Present
Job Performance Consultant at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments November 2007 - May 2010
The Midland Company September 2006 - November 2007
Kendle International February 2001 - September 2006
Comair January 1999 - December 2001
Comair December 1997 - May 1999
US Air Force Reserve June 1991 - December 1997
Macmillan Publishing 1995 - 1997
United States Air Force December 1987 - December 1991
Skills
Lectora, Leadership Development, Training, E-Learning, Needs Analysis, Strategy, Captivate, Instructional Design
Education
Indiana University-Purdue University at Indianapolis 1992 — 1995
B.A., English
Fidelity Investments May 2010 - Present
Fidelity Investments November 2007 - May 2010
The Midland Company September 2006 - November 2007
Kendle International February 2001 - September 2006
Comair January 1999 - December 2001
Comair December 1997 - May 1999
US Air Force Reserve June 1991 - December 1997
Macmillan Publishing 1995 - 1997
United States Air Force December 1987 - December 1991
Skills
Lectora, Leadership Development, Training, E-Learning, Needs Analysis, Strategy, Captivate, Instructional Design
Education
Indiana University-Purdue University at Indianapolis 1992 — 1995
B.A., English
Donna Harper Marsh's Fidelity Investments Experience April 1995 - April 1998
Job Communications Consultant
Industry Marketing and Advertising
Experience
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Pax World Funds January 2010 - April 2013
Donna Marsh Communications September 2001 - January 2010
Citizens Funds January 2000 - September 2001
Standard and Poor's Financial Communications 1997 - 1999
Fidelity Investments April 1995 - April 1998
Skills
Competitive Analysis, Market Analysis, Business Strategy, Strategic Planning, Email Marketing, Marketing Communications, Series 7, Microsoft Office, Media Relations, Direct Marketing, Editing, PowerPoint, Event Planning, Marketing Strategy, Team Leadership, Internal Communications
Education
Boston University
Indiana University of Pennsylvania
Journalism, Communications Media
Dave Sway's Fidelity Investments Experience April 2007 - February 2009
Job Vice President, Institutional Services Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2011 - Present
Big Brothers Big Sisters of Greater Cincinnati October 2011 - Present
Big Brothers Big Sisters of Greater Cincinnati October 2011 - April 2012
Fifth Third Bank April 2009 - December 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments November 2000 - August 2005
Fidelity Investments May 1999 - November 2000
Fidelity Investments March 1998 - May 1999
The Provident Bank February 1997 - March 1998
Skills
401k, Mutual Funds, Retirement, Strategy, Retirement Planning, Employee Benefits, Institutional Sales, Investments, Leadership, Management, Portfolio Management
Education
Xavier University - Williams College of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1993 — 1996
BA, Finance/Economics
St. Xavier 1988 — 1992
Fifth Third Bank November 2011 - Present
Big Brothers Big Sisters of Greater Cincinnati October 2011 - Present
Big Brothers Big Sisters of Greater Cincinnati October 2011 - April 2012
Fifth Third Bank April 2009 - December 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments October 2006 - April 2007
Fidelity Investments November 2000 - August 2005
Fidelity Investments May 1999 - November 2000
Fidelity Investments March 1998 - May 1999
The Provident Bank February 1997 - March 1998
Skills
401k, Mutual Funds, Retirement, Strategy, Retirement Planning, Employee Benefits, Institutional Sales, Investments, Leadership, Management, Portfolio Management
Education
Xavier University - Williams College of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1993 — 1996
BA, Finance/Economics
St. Xavier 1988 — 1992
Chanelle Harmon, MBA's Fidelity Investments Experience June 2006 - September 2006
Job Customer Support | Project Management | Coordinator B2B Operations at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless January 2014 - Present
Verizon Wireless December 2012 - January 2014
Verizon Wireless December 2010 - December 2012
Verizon Wireless May 2010 - December 2010
Market Direct November 2009 - May 2010
Verizon Wireless June 2007 - August 2009
INROADS 2006 - 2009
Fidelity Investments June 2006 - September 2006
Macy's December 2005 - January 2006
Skills
Customer Service, Lead Generation, Leadership, Sales Management, Social Media, Program Management, Sales, Sales Process, Direct Sales, Coaching, Account Management, Strategic Planning, Marketing, Management, Retail, Marketing Communications, Market Planning, Networking, Sales Operations, Microsoft Office, Public Speaking
Education
Indiana Wesleyan University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Ohio University 2005 — 2009
Bachelors, Marketing and Management Information Systems
Verizon Wireless January 2014 - Present
Verizon Wireless December 2012 - January 2014
Verizon Wireless December 2010 - December 2012
Verizon Wireless May 2010 - December 2010
Market Direct November 2009 - May 2010
Verizon Wireless June 2007 - August 2009
INROADS 2006 - 2009
Fidelity Investments June 2006 - September 2006
Macy's December 2005 - January 2006
Skills
Customer Service, Lead Generation, Leadership, Sales Management, Social Media, Program Management, Sales, Sales Process, Direct Sales, Coaching, Account Management, Strategic Planning, Marketing, Management, Retail, Marketing Communications, Market Planning, Networking, Sales Operations, Microsoft Office, Public Speaking
Education
Indiana Wesleyan University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Ohio University 2005 — 2009
Bachelors, Marketing and Management Information Systems
Geoff Meester's Fidelity Investments Experience November 2008 - May 2010
Job Vice President at Bremen Castings, Inc.
Industry Machinery
Experience
Bremen Castings, Inc January 2013 - Present
BCI Defense February 2013 - Present
TD Ameritrade 2010 - January 2013
Fidelity Investments November 2008 - May 2010
Fidelity Investments December 2006 - November 2008
Fidelity Investments September 2005 - December 2006
Capital One 2003 - 2005
MMRC, LLC 2000 - 2003
University of Miami 1994 - 2003
Skills
Financial Services, Segmentation, Analytics, Quantitative Analytics, Marketing Analytics, Sales Operations, Mathematical Modeling, Analysis, Business Analysis, Business Analytics, Data Analysis, Data Mining, Forecasting, Management, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Risk Management, Strategy, CRM, Statistics, Multi-channel Marketing, SAS, Performance Management, Outsourcing, Statistical Modeling, Training, Banking
Education
University of Miami 1994 — 2000
Doctor of Philosophy (PhD), Systems Analysis and Modeling, 3.8
University of Miami - School of Business 1994 — 2000
Master of Science (M.S.), Operations Research, 3.8
Indiana University Bloomington 1987 — 1993
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Bremen Castings, Inc January 2013 - Present
BCI Defense February 2013 - Present
TD Ameritrade 2010 - January 2013
Fidelity Investments November 2008 - May 2010
Fidelity Investments December 2006 - November 2008
Fidelity Investments September 2005 - December 2006
Capital One 2003 - 2005
MMRC, LLC 2000 - 2003
University of Miami 1994 - 2003
Skills
Financial Services, Segmentation, Analytics, Quantitative Analytics, Marketing Analytics, Sales Operations, Mathematical Modeling, Analysis, Business Analysis, Business Analytics, Data Analysis, Data Mining, Forecasting, Management, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Risk Management, Strategy, CRM, Statistics, Multi-channel Marketing, SAS, Performance Management, Outsourcing, Statistical Modeling, Training, Banking
Education
University of Miami 1994 — 2000
Doctor of Philosophy (PhD), Systems Analysis and Modeling, 3.8
University of Miami - School of Business 1994 — 2000
Master of Science (M.S.), Operations Research, 3.8
Indiana University Bloomington 1987 — 1993
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Adam McCauley, MBA's Fidelity Investments Experience October 2005 - March 2006
Job Portfolio Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank February 2008 - Present
Helping Hands of Cincinnati September 2011 - Present
Madeira Community Youth Football Organization January 2012 - Present
Fifth Third Bank April 2006 - February 2008
Fidelity Investments October 2005 - March 2006
Seasongood Asset Management January 2005 - March 2005
Skills
Portfolio Management, Asset Allocation, Risk Management, Investment Management, Stocks, Mutual Funds, Sports Coaching, Non-profit Leadership, Investment Sales, Investment Strategies, ETFs, Alternative Investments, REIT, Separately Managed..., Bonds, Wealth Management, Trust Management, IRAs, Banking, Finance
Education
Indiana Wesleyan University 2008 — 2010
M.B.A, Business Management, 4.0
University of Louisville 2000 — 2004
Bachelors, Business Marketing
Fifth Third Bank February 2008 - Present
Helping Hands of Cincinnati September 2011 - Present
Madeira Community Youth Football Organization January 2012 - Present
Fifth Third Bank April 2006 - February 2008
Fidelity Investments October 2005 - March 2006
Seasongood Asset Management January 2005 - March 2005
Skills
Portfolio Management, Asset Allocation, Risk Management, Investment Management, Stocks, Mutual Funds, Sports Coaching, Non-profit Leadership, Investment Sales, Investment Strategies, ETFs, Alternative Investments, REIT, Separately Managed..., Bonds, Wealth Management, Trust Management, IRAs, Banking, Finance
Education
Indiana Wesleyan University 2008 — 2010
M.B.A, Business Management, 4.0
University of Louisville 2000 — 2004
Bachelors, Business Marketing
Rebecca Mannarino's Fidelity Investments Experience October 2007 - March 2011
Job Retired
Industry Financial Services
Experience
Fifth Third Bank April 2011 - May 2015
Fidelity Investments October 2007 - March 2011
Fifth Third Bancorp 1999 - 2007
PNC Financial Services Group 1990 - 1999
Central Trust 1989 - 1999
St Joseph Bancorporation 1977 - 1989
Education
Indiana University South Bend 1978 — 1980
MBA, Business
University of Notre Dame 1973 — 1977
BA, Government, Education
Willard High School 1969 — 1973
HS, HS
Fifth Third Bank April 2011 - May 2015
Fidelity Investments October 2007 - March 2011
Fifth Third Bancorp 1999 - 2007
PNC Financial Services Group 1990 - 1999
Central Trust 1989 - 1999
St Joseph Bancorporation 1977 - 1989
Education
Indiana University South Bend 1978 — 1980
MBA, Business
University of Notre Dame 1973 — 1977
BA, Government, Education
Willard High School 1969 — 1973
HS, HS
Chris Tingley's Fidelity Investments Experience May 2014 - Present
Job Vice President Retirement Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
The Principal Financial Group July 2007 - May 2014
The Principal Financial Group October 2005 - July 2007
Skills
401k, Retirement
Education
Indiana University of Pennsylvania 1994 — 1998
BS, Finance
Fidelity Investments May 2014 - Present
The Principal Financial Group July 2007 - May 2014
The Principal Financial Group October 2005 - July 2007
Skills
401k, Retirement
Education
Indiana University of Pennsylvania 1994 — 1998
BS, Finance
Gail Landrum Suggs's Fidelity Investments Experience July 2012 - Present
Job Director, Management Professional Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Skills
Financial Services, Talent Management, Human Resources
Education
Indiana University Bloomington 1983 — 1988
Bachelor's degree, Law and Public Policy
Fidelity Investments July 2012 - Present
Skills
Financial Services, Talent Management, Human Resources
Education
Indiana University Bloomington 1983 — 1988
Bachelor's degree, Law and Public Policy
Doug Drenik's Fidelity Investments Experience March 2007 - Present
Job Vice President Communications & Education
Industry Marketing and Advertising
Experience
Fidelity Investments March 2007 - Present
Fidelity Investments 2000 - 2007
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Series 6, Series 26, Series 63, FINRA, Budgeting, Microsoft Office, Call Center, Retail
Education
Indiana University Bloomington 1987 — 1991
BA, Business, Telecommunications
Fidelity Investments March 2007 - Present
Fidelity Investments 2000 - 2007
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Series 6, Series 26, Series 63, FINRA, Budgeting, Microsoft Office, Call Center, Retail
Education
Indiana University Bloomington 1987 — 1991
BA, Business, Telecommunications
Marshall Harvey's Fidelity Investments Experience September 2007 - July 2009
Job Lead Writer at EMC Corporation
Industry Computer Software
Experience
ProSimics June 1996 - Present
EMC Corporation November 2010 - May 2015
The Hanover Insurance Group October 2009 - November 2009
The Hanover Insurance Group August 2009 - August 2009
Fidelity Investments September 2007 - July 2009
Fidelity Investments April 2006 - September 2007
Gotuit Media October 2005 - March 2006
NCAD June 2003 - October 2003
Comverse Network Systems November 1995 - November 2001
Nu-Mega Technologies November 1994 - November 1995
Skills
Technical Writing, Visio, Software Documentation, Technical Documentation, Quality Assurance, Editing, Content Management, Program Management, Online Help, RoboHelp
Education
The University of Chicago 1975 — 1978
Ph.D., English language, Shakespeare, poetry
Indiana University Bloomington 1972 — 1974
M.A., fiction writing, literary history, Renaissance
Williams College 1969 — 1972
B.A., English, Psychology
ProSimics June 1996 - Present
EMC Corporation November 2010 - May 2015
The Hanover Insurance Group October 2009 - November 2009
The Hanover Insurance Group August 2009 - August 2009
Fidelity Investments September 2007 - July 2009
Fidelity Investments April 2006 - September 2007
Gotuit Media October 2005 - March 2006
NCAD June 2003 - October 2003
Comverse Network Systems November 1995 - November 2001
Nu-Mega Technologies November 1994 - November 1995
Skills
Technical Writing, Visio, Software Documentation, Technical Documentation, Quality Assurance, Editing, Content Management, Program Management, Online Help, RoboHelp
Education
The University of Chicago 1975 — 1978
Ph.D., English language, Shakespeare, poetry
Indiana University Bloomington 1972 — 1974
M.A., fiction writing, literary history, Renaissance
Williams College 1969 — 1972
B.A., English, Psychology
Barb Dietz's Fidelity Investments Experience March 1997 - May 1997
Job Business Systems Analyst at SMU
Industry Computer Software
Experience
SMU Continuing and Professional Education May 2013 - Present
SMU 2008 - May 2013
Spirit Innovations 2004 - 2007
McKinney Independent School District 1997 - 2004
Fidelity Investments March 1997 - May 1997
Perot Systems Corporation January 1995 - December 1995
Fidelity Investments 1988 - 1994
Electronic Data Systems (E.D.S) 1985 - 1988
Education
Indiana University of PA 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
SMU Continuing and Professional Education May 2013 - Present
SMU 2008 - May 2013
Spirit Innovations 2004 - 2007
McKinney Independent School District 1997 - 2004
Fidelity Investments March 1997 - May 1997
Perot Systems Corporation January 1995 - December 1995
Fidelity Investments 1988 - 1994
Electronic Data Systems (E.D.S) 1985 - 1988
Education
Indiana University of PA 1980 — 1984
Bachelor of Science (BS), Management Information Systems, General
Colin Bonderman's Fidelity Investments Experience 2009 - March 2013
Job middleware admin at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2009 - March 2013
Analytical Control Systems January 2007 - June 2009
CSX Technology 2004 - 2007
Cummins, Inc 2003 - 2004
Education
Indiana University Bloomington 1998 — 2001
Fidelity Investments 2009 - March 2013
Analytical Control Systems January 2007 - June 2009
CSX Technology 2004 - 2007
Cummins, Inc 2003 - 2004
Education
Indiana University Bloomington 1998 — 2001
Erica Carr, MBA's Fidelity Investments Experience 2004 - 2007
Job Human Resources Manager at National Church Residences
Industry Nonprofit Organization Management
Experience
National Church Residences January 2008 - Present
Fidelity Investments 2004 - 2007
Education
Indiana Wesleyan University 2009 — 2011
MBA, Health Care Administration
Wright State University 1995 — 1999
B.A., Mass Communication - Public Relations
National Church Residences January 2008 - Present
Fidelity Investments 2004 - 2007
Education
Indiana Wesleyan University 2009 — 2011
MBA, Health Care Administration
Wright State University 1995 — 1999
B.A., Mass Communication - Public Relations
Brian Nash's Fidelity Investments Experience April 2010 - September 2013
Job ☑ Analytics | ☑ Strategy | ☑ Project Management Creating Insight From Data
Industry Banking
Experience
Kulch Financial Services September 2013 - May 2015
Fidelity Investments April 2010 - September 2013
Sovereign Bank June 2009 - March 2010
CASE Credit Union August 2006 - June 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Banking, Access, Strategy, Analysis, Leadership, PowerPoint, Risk Management, Management Consulting, Financial Modeling, Tableau, SQL, R, Microsoft Office, Management, Microsoft Word, Data Analysis, Process Improvement, @Risk, Business Strategy, Analytics, Business Intelligence, CRM, Business Process..., Strategic Planning, Business Analysis, Statistical Analysis, Data Mining, Data Warehousing, Statistical Analysis..., Program Management, Project Management, MicroStrategy, SAS, JMP, Predictive Analytics, Predictive Modeling, Optimization, Econometrics, Business Process, Team Leadership, Entrepreneurship, Project Planning, Statistics, Regression Models, Decision Support, Quantitative Analytics
Education
Indiana University Bloomington 2015 — 2016
Master of Science (MS), Business Analytics
Indiana University Bloomington 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Southern New Hampshire University 2010 — 2012
Bachelor of Science (B.S.), Business Studies/Business Finance, 3.9
Michigan State University 1998 — 2002
Human Biology
Kulch Financial Services September 2013 - May 2015
Fidelity Investments April 2010 - September 2013
Sovereign Bank June 2009 - March 2010
CASE Credit Union August 2006 - June 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Banking, Access, Strategy, Analysis, Leadership, PowerPoint, Risk Management, Management Consulting, Financial Modeling, Tableau, SQL, R, Microsoft Office, Management, Microsoft Word, Data Analysis, Process Improvement, @Risk, Business Strategy, Analytics, Business Intelligence, CRM, Business Process..., Strategic Planning, Business Analysis, Statistical Analysis, Data Mining, Data Warehousing, Statistical Analysis..., Program Management, Project Management, MicroStrategy, SAS, JMP, Predictive Analytics, Predictive Modeling, Optimization, Econometrics, Business Process, Team Leadership, Entrepreneurship, Project Planning, Statistics, Regression Models, Decision Support, Quantitative Analytics
Education
Indiana University Bloomington 2015 — 2016
Master of Science (MS), Business Analytics
Indiana University Bloomington 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Southern New Hampshire University 2010 — 2012
Bachelor of Science (B.S.), Business Studies/Business Finance, 3.9
Michigan State University 1998 — 2002
Human Biology
Kim Prus's Fidelity Investments Experience November 2005 - December 2007
Job Salesforce Consultant at Cohesion | Technology Services
Industry Information Technology and Services
Experience
Cohesion Technology Services August 2014 - Present
IBIS July 2009 - Present
Fidelity Investments November 2005 - December 2007
Fidelity Investments July 2000 - November 2005
Education
University of Cincinnati College of Business 1999 — 2000
MBA, Marketing and Management
Indiana University Bloomington 1990 — 1994
BA, Psychology and Sociology
Cohesion Technology Services August 2014 - Present
IBIS July 2009 - Present
Fidelity Investments November 2005 - December 2007
Fidelity Investments July 2000 - November 2005
Education
University of Cincinnati College of Business 1999 — 2000
MBA, Marketing and Management
Indiana University Bloomington 1990 — 1994
BA, Psychology and Sociology
Jessica Riewoldt's Fidelity Investments Experience August 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments April 2013 - August 2014
Rapid Mortgage June 2012 - January 2013
Dohn Community High School May 2011 - June 2012
Mihara Junior High School October 2010 - December 2010
Education
Xavier University 2014 — 2015
Executive Certificate in Financial Planning
Indiana University Bloomington 2006 — 2010
Bachelor of Science, English Education
Fidelity Investments August 2014 - Present
Fidelity Investments April 2013 - August 2014
Rapid Mortgage June 2012 - January 2013
Dohn Community High School May 2011 - June 2012
Mihara Junior High School October 2010 - December 2010
Education
Xavier University 2014 — 2015
Executive Certificate in Financial Planning
Indiana University Bloomington 2006 — 2010
Bachelor of Science, English Education
sailusha chintalapati's Fidelity Investments Experience October 2014 - Present
Job Database Administrator
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Education
Indira Gandhi National Open University
Master of Computer Applications (MCA)
St Anns Degree College for Women
B.sc
Fidelity Investments October 2014 - Present
Education
Indira Gandhi National Open University
Master of Computer Applications (MCA)
St Anns Degree College for Women
B.sc
Cleve Loveless III's Fidelity Investments Experience November 2000 - April 2013
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2013 - Present
Fidelity Investments November 2000 - April 2013
Skills
Team Building, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Organizational..., Microsoft Excel
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Management
Northern Kentucky University
Master's degree, Executive Leadership and Organizational Change
JPMorgan Chase Bank N.A. November 2013 - Present
Fidelity Investments November 2000 - April 2013
Skills
Team Building, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Organizational..., Microsoft Excel
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Management
Northern Kentucky University
Master's degree, Executive Leadership and Organizational Change
Jim Soderberg's Fidelity Investments Experience February 2008 - March 2014
Job Seeking New Opportunities
Industry Financial Services
Experience
Fidelity Investments February 2008 - March 2014
PricewaterhouseCoopers LLP January 1990 - July 2007
Skills
Auditing, Financial Reporting, Internal Controls, Risk Management, Sarbanes-Oxley Act, Financial Analysis
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Fidelity Investments February 2008 - March 2014
PricewaterhouseCoopers LLP January 1990 - July 2007
Skills
Auditing, Financial Reporting, Internal Controls, Risk Management, Sarbanes-Oxley Act, Financial Analysis
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (BS), Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank