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
Christian Wallis Christian Wallis's Fidelity Investments Experience February 2012 - Present
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments November 2011 - Present
Fidelity Investments March 2007 - November 2011
Fidelity Investments August 2004 - March 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investment Advisory, Asset Management
Education
University of Tennessee at Martin 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Jacksonville University
Bachelor of Science, Business Administration
Fidelity Investments February 2012 - Present
Fidelity Investments November 2011 - Present
Fidelity Investments March 2007 - November 2011
Fidelity Investments August 2004 - March 2007
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investment Advisory, Asset Management
Education
University of Tennessee at Martin 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Jacksonville University
Bachelor of Science, Business Administration
Jon Day Jon Day's Fidelity Investments Experience 2002 - 2006
Job Director and Global Lead FS COE at SapientNitro
Industry Financial Services
Experience
SapientNitro July 2010 - Present
CPP Investment Board 2007 - 2010
Fidelity Investments 2002 - 2006
Digital 4Sight 2000 - 2002
Accenture 1992 - 2000
Skills
Strategy Development, Executive Facilitation, Competitive Analysis, Business Strategy, Digital Strategy, Interactive Marketing, Digital Marketing, Business Analysis, Organizational Design, Business Modeling, Governance, Key Account Development, Customer Experience, Institutional Sales, Pension Administration, Pension Funds, Strategy, Digital Channels, Complex Sales, Analytics, Analysis, Financial Services, Marketing Strategy, Multi-channel Marketing, Management, Thought Leadership, Customer Insight, Consulting, Strategic Planning
Education
Ivey Business School at Western University 1990 — 1992
HBA
Saunders Secondary School
SapientNitro July 2010 - Present
CPP Investment Board 2007 - 2010
Fidelity Investments 2002 - 2006
Digital 4Sight 2000 - 2002
Accenture 1992 - 2000
Skills
Strategy Development, Executive Facilitation, Competitive Analysis, Business Strategy, Digital Strategy, Interactive Marketing, Digital Marketing, Business Analysis, Organizational Design, Business Modeling, Governance, Key Account Development, Customer Experience, Institutional Sales, Pension Administration, Pension Funds, Strategy, Digital Channels, Complex Sales, Analytics, Analysis, Financial Services, Marketing Strategy, Multi-channel Marketing, Management, Thought Leadership, Customer Insight, Consulting, Strategic Planning
Education
Ivey Business School at Western University 1990 — 1992
HBA
Saunders Secondary School
Charles Gilardi Charles Gilardi's Fidelity Investments Experience November 1997 - May 1998
Job Student at Ivy Tech Community CollegeSoutheast
Industry Computer Networking
Experience
American Century Investments May 1998 - November 1999
Fidelity Investments November 1997 - May 1998
Chase November 1997 - May 1998
U.S. Bank November 1997 - May 1998
CDSI May 1996 - October 1997
United States Air Force May 1992 - May 1996
Skills
Troubleshooting, Networking, Linux, Windows, TCP/IP, Network Administration, Telecommunications, Operating Systems, Computer Hardware, Microsoft Word, CompTIA Network+, CompTIA A+ Essentials, CompTIA Security +
Education
Ivy Tech Community College-Southeast 2012 — 2013
Associate of Arts and Sciences (AAS), Information Technology, 3.64
U.S. Air Force 1992 — 1996
Computer Communications, Voice and Data Communications, N/A
American Century Investments May 1998 - November 1999
Fidelity Investments November 1997 - May 1998
Chase November 1997 - May 1998
U.S. Bank November 1997 - May 1998
CDSI May 1996 - October 1997
United States Air Force May 1992 - May 1996
Skills
Troubleshooting, Networking, Linux, Windows, TCP/IP, Network Administration, Telecommunications, Operating Systems, Computer Hardware, Microsoft Word, CompTIA Network+, CompTIA A+ Essentials, CompTIA Security +
Education
Ivy Tech Community College-Southeast 2012 — 2013
Associate of Arts and Sciences (AAS), Information Technology, 3.64
U.S. Air Force 1992 — 1996
Computer Communications, Voice and Data Communications, N/A
Russell Berman Russell Berman's Fidelity Investments Experience January 2015 - Present
Job Graphic Designer at Fidelity Investments
Industry Photography
Experience
Fidelity Investments January 2015 - Present
Skills
Production, Photography, Advertising, Photoshop, Graphic Design, InDesign, Brochures, Direct Mail, Publications, QuarkXPress, Print Production, Adobe Creative Suite, Illustrator, Layout, Pre-press, Graphics, Retouching, Mac, Art Direction, Logo Design, Creative Direction, Photo Editing, Digital Photography, Posters, Color Correction, Logos, Magazines, Typography, Corporate Identity, Flyers, Media Production, Catalogs, Banners, Creative Development, Adobe Acrobat, Image Manipulation, Image Editing, Art, Brand Development, Newsletters, Editorial, Branding & Identity, Commercial Photography
Education
Ithaca College 1980 — 1983
TV/Radio, Communications
Ithaca College
Fidelity Investments January 2015 - Present
Skills
Production, Photography, Advertising, Photoshop, Graphic Design, InDesign, Brochures, Direct Mail, Publications, QuarkXPress, Print Production, Adobe Creative Suite, Illustrator, Layout, Pre-press, Graphics, Retouching, Mac, Art Direction, Logo Design, Creative Direction, Photo Editing, Digital Photography, Posters, Color Correction, Logos, Magazines, Typography, Corporate Identity, Flyers, Media Production, Catalogs, Banners, Creative Development, Adobe Acrobat, Image Manipulation, Image Editing, Art, Brand Development, Newsletters, Editorial, Branding & Identity, Commercial Photography
Education
Ithaca College 1980 — 1983
TV/Radio, Communications
Ithaca College
Greg Zipoli Greg Zipoli's Fidelity Investments Experience 1997 - 2005
Job Senior Vice President Institutional Intermediary Business at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2015 - Present
Cedar Capital February 2014 - March 2015
State Street Global Advisors March 2007 - February 2014
Pershing, LLC - Advisor Solutions 2005 - 2007
Fidelity Investments 1997 - 2005
Boston Capital 1994 - 1997
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions
Education
Ithaca College
Bachelor of Science (BS), Economics - Management
Tabor Academy - Marion, MA
New York Life & MainStay Investments August 2015 - Present
Cedar Capital February 2014 - March 2015
State Street Global Advisors March 2007 - February 2014
Pershing, LLC - Advisor Solutions 2005 - 2007
Fidelity Investments 1997 - 2005
Boston Capital 1994 - 1997
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions
Education
Ithaca College
Bachelor of Science (BS), Economics - Management
Tabor Academy - Marion, MA
Arman Panjwani Arman Panjwani's Fidelity Investments Experience May 2013 - August 2013
Job Analyst at Qatalyst Partners
Industry Financial Services
Experience
Qatalyst Partners January 2015 - Present
Union Square Advisors July 2014 - December 2014
Fidelity Investments May 2013 - August 2013
Molson Coors Canada May 2012 - August 2012
Skills
Analytics, Problem Solving, Leadership, Teamwork, Interpersonal Skill, Microsoft Office, Public Speaking
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration, Finance
Qatalyst Partners January 2015 - Present
Union Square Advisors July 2014 - December 2014
Fidelity Investments May 2013 - August 2013
Molson Coors Canada May 2012 - August 2012
Skills
Analytics, Problem Solving, Leadership, Teamwork, Interpersonal Skill, Microsoft Office, Public Speaking
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration, Finance
Tracie Grime Tracie Grime's Fidelity Investments Experience September 2007 - June 2008
Job Controller, Financial Officer, & Office Manager
Industry Financial Services
Experience
BTG Advisors LLC April 2014 - Present
JPMorgan Chase June 2009 - March 2014
Merrill Lynch August 2008 - June 2009
US Concepts & Diageo Marketing February 2004 - September 2008
Fidelity Investments September 2007 - June 2008
The Lending Center April 2007 - July 2007
Club Paris LLC August 2006 - April 2007
Website Pros, Inc. October 2003 - August 2006
Skills
Loan Modifications, Mortgage Modification, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Business Analysis, Series 7, Series 63, Portfolio Management, Bonds, Fixed Income, Customer Retention, Wealth Management, Securities, Accounts Payable, Marketing, Web Design, Event Planning, Investments, FHA, Mutual Funds, Banking, Loans, Finance
Education
Jacksonville University 1999 — 2003
Bachelors of Science, Business Administration & Marketing, 3.9
Wofford College 1998 — 1999
BTG Advisors LLC April 2014 - Present
JPMorgan Chase June 2009 - March 2014
Merrill Lynch August 2008 - June 2009
US Concepts & Diageo Marketing February 2004 - September 2008
Fidelity Investments September 2007 - June 2008
The Lending Center April 2007 - July 2007
Club Paris LLC August 2006 - April 2007
Website Pros, Inc. October 2003 - August 2006
Skills
Loan Modifications, Mortgage Modification, Mortgage Lending, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Business Analysis, Series 7, Series 63, Portfolio Management, Bonds, Fixed Income, Customer Retention, Wealth Management, Securities, Accounts Payable, Marketing, Web Design, Event Planning, Investments, FHA, Mutual Funds, Banking, Loans, Finance
Education
Jacksonville University 1999 — 2003
Bachelors of Science, Business Administration & Marketing, 3.9
Wofford College 1998 — 1999
Katherine H. Biotti Katherine H. Biotti's Fidelity Investments Experience November 1994 - August 2000
Job Senior Managing Director at Foundation Source | Philanthropy specialist supporting families, corporations & foundations
Industry Philanthropy
Experience
Foundation Source December 2007 - Present
Foundation Source December 2005 - December 2010
Foundation Source January 2007 - December 2007
Foundation Source December 2005 - December 2006
Jackson National Life and Curian Capital September 2004 - November 2005
Jackson National Life and Curian Capital September 2003 - September 2004
Invesco August 2000 - September 2003
Fidelity Investments November 1994 - August 2000
Skills
E-commerce, Philanthropy, Investments, Wealth Management, Asset Management, Portfolio Management, Private Equity, Strategic Planning, Mutual Funds, Start-ups, Equities, Investment Advisory, Estate Planning, Nonprofits, Strategic Financial..., Series 7, Asset Allocation, ETFs, Asset Managment
Education
Ithaca College
BS
Regis University
MBA
Vestal High School
Foundation Source December 2007 - Present
Foundation Source December 2005 - December 2010
Foundation Source January 2007 - December 2007
Foundation Source December 2005 - December 2006
Jackson National Life and Curian Capital September 2004 - November 2005
Jackson National Life and Curian Capital September 2003 - September 2004
Invesco August 2000 - September 2003
Fidelity Investments November 1994 - August 2000
Skills
E-commerce, Philanthropy, Investments, Wealth Management, Asset Management, Portfolio Management, Private Equity, Strategic Planning, Mutual Funds, Start-ups, Equities, Investment Advisory, Estate Planning, Nonprofits, Strategic Financial..., Series 7, Asset Allocation, ETFs, Asset Managment
Education
Ithaca College
BS
Regis University
MBA
Vestal High School
Sandra Jacobs Sandra Jacobs's Fidelity Investments Experience April 1996 - January 2009
Job Application Development Manager at American Airlines
Industry Airlines/Aviation
Experience
American Airlines February 2013 - Present
American Airlines October 2010 - January 2013
Fidelity Investments April 1996 - January 2009
Skills
Airlines, SDLC, Aviation, Agile Methodologies, Airports, Sabre, Enterprise Architecture, Business Analysis, Process Improvement, Requirements Analysis, Integration, SharePoint
Education
Southern Methodist University 1992 — 1997
Business Administration and Management, General
ITT Technical Institute-Fort Wayne 1980 — 1984
Associate, Computer Science, Mathematics and Computer Science
American Airlines February 2013 - Present
American Airlines October 2010 - January 2013
Fidelity Investments April 1996 - January 2009
Skills
Airlines, SDLC, Aviation, Agile Methodologies, Airports, Sabre, Enterprise Architecture, Business Analysis, Process Improvement, Requirements Analysis, Integration, SharePoint
Education
Southern Methodist University 1992 — 1997
Business Administration and Management, General
ITT Technical Institute-Fort Wayne 1980 — 1984
Associate, Computer Science, Mathematics and Computer Science
Stefanie Jackson Starling, MBA Stefanie Jackson Starling, MBA's Fidelity Investments Experience May 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Fidelity Investments March 2014 - October 2014
Jacksonville Center for Reproductive Med July 2013 - February 2014
Mayo Clinic August 2011 - July 2013
Mayo Clinic May 2011 - August 2011
Skills
Series 7, Series 63
Education
Jacksonville University 2012 — 2013
Masters in Business Administration, Management
University of North Florida 2007 — 2011
Bachelor's Degree, Health Care Administration
Bishop Snyder Catholic High school
High School Diploma
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Fidelity Investments March 2014 - October 2014
Jacksonville Center for Reproductive Med July 2013 - February 2014
Mayo Clinic August 2011 - July 2013
Mayo Clinic May 2011 - August 2011
Skills
Series 7, Series 63
Education
Jacksonville University 2012 — 2013
Masters in Business Administration, Management
University of North Florida 2007 — 2011
Bachelor's Degree, Health Care Administration
Bishop Snyder Catholic High school
High School Diploma
Katlyn Weber's Fidelity Investments Experience October 2014 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2014 - Present
Half Price Fireworks June 2010 - Present
Gensuite LLC May 2014 - August 2014
Cincinnati Reds July 2013 - May 2014
Center for Applied Informatics February 2013 - July 2013
Hill-Rom May 2012 - September 2012
Blockbuster September 2008 - June 2012
Body Jewel November 2010 - March 2011
JCPenney June 2010 - November 2010
Spencer Gifts November 2007 - August 2008
Skills
Web Design, Programming, Operating Systems, Computer Forensics, Microsoft Office, Project Management, Social Media, Time Management, Event Planning, Leadership, HTML, Customer Service, Software Documentation, Mobile Applications, Access, SharePoint, CSS, InfoPath, JavaScript, Training, Xcode, Business Development, New Business Development, New Business Generation, Adobe Creative Suite, Onboarding, Cross-functional Team..., Business Ethics, Github, Sales, Social Networking, Data Analysis, Inventory Management, OS X, PowerPoint, Windows 7, Microsoft Word, Data Entry, Outlook, Team Building, Microsoft Excel, System Administration, Computer Hardware, Troubleshooting, Team Leadership, Tableau, Microsoft CRM, R&D, SQL, HTML 5
Education
Northern Kentucky University 2013 — 2015
Bachelor of Science (BS), Business Informatics, 3.5
Indiana University 2012 — 2013
Bachelor of Science (B.S.), Business Administration, 3.8
Ivy Tech Community College-Southeast 2007 — 2011
Associate of Applied Science, Computer Information Systems, 3.24
Fidelity Investments October 2014 - Present
Half Price Fireworks June 2010 - Present
Gensuite LLC May 2014 - August 2014
Cincinnati Reds July 2013 - May 2014
Center for Applied Informatics February 2013 - July 2013
Hill-Rom May 2012 - September 2012
Blockbuster September 2008 - June 2012
Body Jewel November 2010 - March 2011
JCPenney June 2010 - November 2010
Spencer Gifts November 2007 - August 2008
Skills
Web Design, Programming, Operating Systems, Computer Forensics, Microsoft Office, Project Management, Social Media, Time Management, Event Planning, Leadership, HTML, Customer Service, Software Documentation, Mobile Applications, Access, SharePoint, CSS, InfoPath, JavaScript, Training, Xcode, Business Development, New Business Development, New Business Generation, Adobe Creative Suite, Onboarding, Cross-functional Team..., Business Ethics, Github, Sales, Social Networking, Data Analysis, Inventory Management, OS X, PowerPoint, Windows 7, Microsoft Word, Data Entry, Outlook, Team Building, Microsoft Excel, System Administration, Computer Hardware, Troubleshooting, Team Leadership, Tableau, Microsoft CRM, R&D, SQL, HTML 5
Education
Northern Kentucky University 2013 — 2015
Bachelor of Science (BS), Business Informatics, 3.5
Indiana University 2012 — 2013
Bachelor of Science (B.S.), Business Administration, 3.8
Ivy Tech Community College-Southeast 2007 — 2011
Associate of Applied Science, Computer Information Systems, 3.24
Aleem Khimji Aleem Khimji's Fidelity Investments Experience 2012 - 2014
Job Student at ITTTech
Industry Financial Services
Experience
Hewlett-Packard 2014 - Present
Fidelity Investments 2012 - 2014
Skills
Business Analysis, Customer Service, Employee Benefits, Event Management, Investment Strategies, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Pensions, Process Improvement, Program Management, Project Management, Public Relations, Investments, Retirement, Pension Funds, Retirement Planning, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Insurance, Risk Management, Access, Coaching, Team Leadership, Business Strategy, PowerPoint, Microsoft Word, Team Management, Call Centers, Sales
Education
ITT Tech Albuquerque 2014 — 2016
Bachelor's Degree, Information Technology
ITT Technical Institute-Albuquerque 2014 — 2016
IT, cyber security
Hewlett-Packard 2014 - Present
Fidelity Investments 2012 - 2014
Skills
Business Analysis, Customer Service, Employee Benefits, Event Management, Investment Strategies, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Pensions, Process Improvement, Program Management, Project Management, Public Relations, Investments, Retirement, Pension Funds, Retirement Planning, Strategic Financial..., Strategic Planning, Team Building, Financial Analysis, Insurance, Risk Management, Access, Coaching, Team Leadership, Business Strategy, PowerPoint, Microsoft Word, Team Management, Call Centers, Sales
Education
ITT Tech Albuquerque 2014 — 2016
Bachelor's Degree, Information Technology
ITT Technical Institute-Albuquerque 2014 — 2016
IT, cyber security
Julian Debro Julian Debro's Fidelity Investments Experience January 2015 - Present
Job Systems Engineer
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Jefferson County Committee for Economic Opportunity January 2009 - July 2013
Skills
Software Documentation, Active Directory, Microsoft Office, Windows Server, Microsoft SQL Server, SQL, Windows 7, System Administration, Network Administration, Microsoft Exchange, Servers, Computer Hardware, XP, MS Project, Requirements Analysis, Operating Systems, IIS, DNS, Visio, Integration, Citrix, Disaster Recovery, Laptops, VPN, Troubleshooting, Computer Repair, Blackberry Enterprise..., Networking, Android, System Deployment, VoIP, Information Technology, Virtualization, HTML, Cisco Technologies, Program Management, Wireless Networking, Windows XP, Powershell, System Automation
Education
University of Alabama at Birmingham 2011 — 2013
Bachelor of Science (B.S.), Information Systems
Jacksonville State University 2006 — 2011
N/A, Computer Information Systems
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Jefferson County Committee for Economic Opportunity January 2009 - July 2013
Skills
Software Documentation, Active Directory, Microsoft Office, Windows Server, Microsoft SQL Server, SQL, Windows 7, System Administration, Network Administration, Microsoft Exchange, Servers, Computer Hardware, XP, MS Project, Requirements Analysis, Operating Systems, IIS, DNS, Visio, Integration, Citrix, Disaster Recovery, Laptops, VPN, Troubleshooting, Computer Repair, Blackberry Enterprise..., Networking, Android, System Deployment, VoIP, Information Technology, Virtualization, HTML, Cisco Technologies, Program Management, Wireless Networking, Windows XP, Powershell, System Automation
Education
University of Alabama at Birmingham 2011 — 2013
Bachelor of Science (B.S.), Information Systems
Jacksonville State University 2006 — 2011
N/A, Computer Information Systems
Donald Barnett's Fidelity Investments Experience July 2007 - June 2012
Job Consultant Presales at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies July 2014 - Present
Citi April 2014 - June 2014
Texas Army National Guard June 2002 - February 2014
Fidelity Investments July 2007 - June 2012
Mt. Carmel Missionary Baptist Church March 2004 - June 2012
Skills
Integrated Management..., Manage Client..., Hardware Installation, Software Installation, Troubleshooting, Network Administration, Hardware, Integration
Education
ITT Technical Institute-Arlington 2005 — 2015
Currently Pursuing AA, Network Administration, 3.7
NPower Veterans Technology Service Corp 2014 — 2014
Cisco Networking Academy/ Professional Development
Information Assurance Training Center 2008 — 2008
Certificate of Completion, Information Technology Specialist
Army Signal Center 2002 — 2002
Cable Systems Installations & Maintenance
CA Technologies July 2014 - Present
Citi April 2014 - June 2014
Texas Army National Guard June 2002 - February 2014
Fidelity Investments July 2007 - June 2012
Mt. Carmel Missionary Baptist Church March 2004 - June 2012
Skills
Integrated Management..., Manage Client..., Hardware Installation, Software Installation, Troubleshooting, Network Administration, Hardware, Integration
Education
ITT Technical Institute-Arlington 2005 — 2015
Currently Pursuing AA, Network Administration, 3.7
NPower Veterans Technology Service Corp 2014 — 2014
Cisco Networking Academy/ Professional Development
Information Assurance Training Center 2008 — 2008
Certificate of Completion, Information Technology Specialist
Army Signal Center 2002 — 2002
Cable Systems Installations & Maintenance
EveAnne Sellari EveAnne Sellari's Fidelity Investments Experience September 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Raymond James Financial, INC., Member FINRA/SIPC October 2013 - Present
Skills
Cold Calling, Managed Print Services, Sales Force Development, B2B, Sales Process, Outside Sales, Direct Sales, Major Accounts, Solution Selling, Account Management, Sales Presentations, Selling, Document Imaging, Salesforce.com, Client Relations Skills, New Business Development, Sales Management, Customer Service, Sales, Team Building, Marketing, Strategic Planning, Leadership
Education
The University of Memphis
Bachelor of Science, Psychology
Jackson State Community College
Bachelor of Arts, Psychology
Fidelity Investments September 2015 - Present
Raymond James Financial, INC., Member FINRA/SIPC October 2013 - Present
Skills
Cold Calling, Managed Print Services, Sales Force Development, B2B, Sales Process, Outside Sales, Direct Sales, Major Accounts, Solution Selling, Account Management, Sales Presentations, Selling, Document Imaging, Salesforce.com, Client Relations Skills, New Business Development, Sales Management, Customer Service, Sales, Team Building, Marketing, Strategic Planning, Leadership
Education
The University of Memphis
Bachelor of Science, Psychology
Jackson State Community College
Bachelor of Arts, Psychology
Mary Kate Radloff's Fidelity Investments Experience April 2015 - Present
Job Assigned Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments May 2013 - September 2014
Merrill Lynch September 2011 - December 2011
Skills
Management, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Research, Teamwork, Business Strategy, Customer Service, Leadership, Economics, Market Research, Data Analysis
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jacksonville University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - March 2015
Fidelity Investments May 2013 - September 2014
Merrill Lynch September 2011 - December 2011
Skills
Management, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Research, Teamwork, Business Strategy, Customer Service, Leadership, Economics, Market Research, Data Analysis
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jacksonville University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mayank Tandon's Fidelity Investments Experience March 2006 - March 2009
Job Managing Director Senior Equity Research Analyst
Industry Investment Management
Experience
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Needham & Company June 2011 - Present
Signal Hill Capital June 2009 - May 2011
Fidelity Investments March 2006 - March 2009
Janney Montgomery Scott LLC January 1998 - February 2006
INNOVA Securities April 1996 - December 1997
Skills
Investments, Equity Research, Portfolio Management, Strategy, Equities
Education
Northeastern University 1994 — 1996
Master of Arts (M.A.), International Economics
University of Mumbai 1993 — 1994
Master of Arts (M.A.), International Economics
Jai Hind College 1990 — 1993
Bachelor of Arts (B.A.), Economics
Jared DeSisto's Fidelity Investments Experience June 2010 - August 2010
Job Team Lead at Merkle | RKG
Industry Marketing and Advertising
Experience
Merkle RKG 2014 - Present
Merkle RKG 2012 - 2014
Fidelity Investments June 2010 - August 2010
Skills
Google Adwords, PPC, SEM, Online Advertising, Comparison Shopping..., Online Marketing, Google Analytics, Marketing Research, Email Marketing, Digital Marketing, Marketing, Social Media, Direct Marketing, Social Media Marketing
Education
James Madison University
BBA, Marketing, 3.5
Merkle RKG 2014 - Present
Merkle RKG 2012 - 2014
Fidelity Investments June 2010 - August 2010
Skills
Google Adwords, PPC, SEM, Online Advertising, Comparison Shopping..., Online Marketing, Google Analytics, Marketing Research, Email Marketing, Digital Marketing, Marketing, Social Media, Direct Marketing, Social Media Marketing
Education
James Madison University
BBA, Marketing, 3.5
Jeff Chistolini Jeff Chistolini's Fidelity Investments Experience October 2007 - April 2011
Job Service Area Manager Advanced Analytics and Optimization at IBM
Industry Management Consulting
Experience
IBM November 2011 - Present
IBM - Global Business Services April 2011 - October 2011
Fidelity Investments October 2007 - April 2011
IBM - Global Business Services June 2001 - September 2007
Skills
Business Analytics, Analytics, Data Mining, Business Process, Analysis, SAS, Predictive Analytics, Predictive Modeling, Management, Strategic Planning, SPSS, Finance, Optimization, Financial Services, Project Planning, Business Process..., Managerial Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MBA, MBA
James Madison University 1997 — 2001
BS, Economics
IBM November 2011 - Present
IBM - Global Business Services April 2011 - October 2011
Fidelity Investments October 2007 - April 2011
IBM - Global Business Services June 2001 - September 2007
Skills
Business Analytics, Analytics, Data Mining, Business Process, Analysis, SAS, Predictive Analytics, Predictive Modeling, Management, Strategic Planning, SPSS, Finance, Optimization, Financial Services, Project Planning, Business Process..., Managerial Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MBA, MBA
James Madison University 1997 — 2001
BS, Economics
Adam Kline Adam Kline's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
James Madison University Athletics Marketing August 2014 - January 2015
Enterprise Rent-A-Car May 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Skills
Hard-working, Microsoft Word, Microsoft Excel, Integrity, Business Planning, Determination to Succeed, Team Leadership, Public Speaking, Program Management, Social Networking, Customer Service, Leadership, PowerPoint, Microsoft Office, Time Management, Social Media, Marketing, Sales, Teamwork
Education
James Madison University 2011 — 2015
Marketing, 3.5
Wilmington High School 2007 — 2011
Fidelity Investments July 2015 - Present
James Madison University Athletics Marketing August 2014 - January 2015
Enterprise Rent-A-Car May 2014 - August 2014
Northwestern Mutual May 2013 - September 2013
Skills
Hard-working, Microsoft Word, Microsoft Excel, Integrity, Business Planning, Determination to Succeed, Team Leadership, Public Speaking, Program Management, Social Networking, Customer Service, Leadership, PowerPoint, Microsoft Office, Time Management, Social Media, Marketing, Sales, Teamwork
Education
James Madison University 2011 — 2015
Marketing, 3.5
Wilmington High School 2007 — 2011
Jessica (Shorter) Macdonald's Fidelity Investments Experience January 2015 - Present
Job Director, Public Relations and Executive Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - Present
Sole Practitioner March 2007 - April 2013
Brodeur July 2000 - July 2006
Skills
Communication Training
Education
James Madison University 1996 — 2000
BS, Speech Communication
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - Present
Sole Practitioner March 2007 - April 2013
Brodeur July 2000 - July 2006
Skills
Communication Training
Education
James Madison University 1996 — 2000
BS, Speech Communication
Ashley (Heavner) Duffy Ashley (Heavner) Duffy's Fidelity Investments Experience October 2005 - September 2007
Job Strategic Analysis Project Leader at Ropes & Gray LLP
Industry
Experience
Ropes & Gray LLP January 2012 - Present
The Boston Consulting Group September 2007 - September 2010
Fidelity Investments October 2005 - September 2007
Skills
Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Finance
Education
James Madison University 2001 — 2005
Bachelor's Degree, Finance & International Business
Ropes & Gray LLP January 2012 - Present
The Boston Consulting Group September 2007 - September 2010
Fidelity Investments October 2005 - September 2007
Skills
Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Finance
Education
James Madison University 2001 — 2005
Bachelor's Degree, Finance & International Business
Sorabh Bhargava Sorabh Bhargava's Fidelity Investments Experience 2004 - 2009
Job Associate Director at iGATE
Industry Computer Software
Experience
IGATE April 2012 - Present
iGATE Patni January 2011 - May 2012
Patni Computer Systems December 2009 - August 2011
Fidelity Investments 2004 - 2009
Patni Computer Systems April 2006 - March 2007
Patni Computer Systems April 2005 - March 2006
Patni Computer Systems April 2004 - March 2005
Patni Computer Systems June 2003 - March 2004
Usha International Ltd February 2000 - June 2003
Gujarat Heavy Chemicals Ltd August 1996 - September 1997
Skills
Test Consulting, Test Management, Test Planning, Manual Testing, Test Estimation, Test Designing, Service Delivery..., Proposal Writing, Value Propositions, Innovator, Test Strategy, TCO reduction, Test Centre Setup, Client Presentation, Onsite-Offshore..., Quality Center, CRM, Defect Tracking, Testing, Global Delivery, Pre-sales, Requirements Analysis, SDLC, Test Automation, HP Quality Center
Education
Malaviya National Institute of Technology 1997 — 1999
MMS, General Management & Marketing
Jai Narain Vyas University 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
St Pauls , Ajmer 1980 — 1992
Under Graduation, Mathematics
IGATE April 2012 - Present
iGATE Patni January 2011 - May 2012
Patni Computer Systems December 2009 - August 2011
Fidelity Investments 2004 - 2009
Patni Computer Systems April 2006 - March 2007
Patni Computer Systems April 2005 - March 2006
Patni Computer Systems April 2004 - March 2005
Patni Computer Systems June 2003 - March 2004
Usha International Ltd February 2000 - June 2003
Gujarat Heavy Chemicals Ltd August 1996 - September 1997
Skills
Test Consulting, Test Management, Test Planning, Manual Testing, Test Estimation, Test Designing, Service Delivery..., Proposal Writing, Value Propositions, Innovator, Test Strategy, TCO reduction, Test Centre Setup, Client Presentation, Onsite-Offshore..., Quality Center, CRM, Defect Tracking, Testing, Global Delivery, Pre-sales, Requirements Analysis, SDLC, Test Automation, HP Quality Center
Education
Malaviya National Institute of Technology 1997 — 1999
MMS, General Management & Marketing
Jai Narain Vyas University 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
St Pauls , Ajmer 1980 — 1992
Under Graduation, Mathematics
Jennifer (Gritmon) Malenfant Jennifer (Gritmon) Malenfant's Fidelity Investments Experience September 2008 - December 2011
Job Experienced Web Developer
Industry Information Technology and Services
Experience
International Data Group (IDG) March 2012 - June 2015
Fidelity Investments September 2008 - December 2011
Progressive Insurance April 2006 - July 2008
University of Rochester Medical Center June 2005 - August 2005
Rochester Institute of Technology September 2004 - May 2005
Skills
VB.NET, ASP, ASP.NET, C#, .NET, SQL, HTML, JavaScript, CSS, XML, Web Applications, Database Administration, SSIS, SSRS, SharePoint Designer, Visual Studio, ClearCase, TFS, Agile Methodologies
Education
Rochester Institute of Technology 2004 — 2006
MS, Information Technology, 3.7
James Madison University 2000 — 2004
BS, Integrated Science & Technology, 3.7
International Data Group (IDG) March 2012 - June 2015
Fidelity Investments September 2008 - December 2011
Progressive Insurance April 2006 - July 2008
University of Rochester Medical Center June 2005 - August 2005
Rochester Institute of Technology September 2004 - May 2005
Skills
VB.NET, ASP, ASP.NET, C#, .NET, SQL, HTML, JavaScript, CSS, XML, Web Applications, Database Administration, SSIS, SSRS, SharePoint Designer, Visual Studio, ClearCase, TFS, Agile Methodologies
Education
Rochester Institute of Technology 2004 — 2006
MS, Information Technology, 3.7
James Madison University 2000 — 2004
BS, Integrated Science & Technology, 3.7
Joey Latham Joey Latham's Fidelity Investments Experience July 2014 - Present
Job Innovation Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments April 2008 - July 2014
Education
Ithaca College 2001 — 2005
Bachelor of Science (B.S.), Cinema and Photography
Fidelity Investments July 2014 - Present
Fidelity Investments April 2008 - July 2014
Education
Ithaca College 2001 — 2005
Bachelor of Science (B.S.), Cinema and Photography
Ron Krassin's Fidelity Investments Experience 1992 - 1994
Job President and CEO Zotos International
Industry Consumer Goods
Experience
EBP Supply Solutions April 2012 - Present
Zotos International (subsidiary of Shiseido) 2004 - Present
Remington Products 1997 - 2004
NOVA Chemicals 1994 - 1997
Fidelity Investments 1992 - 1994
Procter & Gamble 1988 - 1992
PwC 1983 - 1986
Skills
Product Development, Business Strategy, Beauty Industry, Brand Management, Strategy, Consumer Products, Leadership, Marketing, Hair Care, Skin Care, Market Research, Sales, Management, Sales Operations, Market Planning, Marketing Strategy, Human Resources, P&L Management, Personal Care, Advertising, Sales Management, FMCG, Customer Insight, Brand Development, Product Marketing, Product Innovation, Competitive Analysis, Cosmetics, Fragrance, Marketing Management, Global Marketing, Retail, Cross-functional Team..., Merchandising, Training, Trade Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Business Administration and Management, General
Ithaca College 1979 — 1983
BS, Accounting and Finance
EBP Supply Solutions April 2012 - Present
Zotos International (subsidiary of Shiseido) 2004 - Present
Remington Products 1997 - 2004
NOVA Chemicals 1994 - 1997
Fidelity Investments 1992 - 1994
Procter & Gamble 1988 - 1992
PwC 1983 - 1986
Skills
Product Development, Business Strategy, Beauty Industry, Brand Management, Strategy, Consumer Products, Leadership, Marketing, Hair Care, Skin Care, Market Research, Sales, Management, Sales Operations, Market Planning, Marketing Strategy, Human Resources, P&L Management, Personal Care, Advertising, Sales Management, FMCG, Customer Insight, Brand Development, Product Marketing, Product Innovation, Competitive Analysis, Cosmetics, Fragrance, Marketing Management, Global Marketing, Retail, Cross-functional Team..., Merchandising, Training, Trade Marketing
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Business Administration and Management, General
Ithaca College 1979 — 1983
BS, Accounting and Finance
Saul Mag Saul Mag's Fidelity Investments Experience March 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Citizens Bank August 2011 - April 2013
MERCHANT SOLUTIONS OF CONNECTICUT, LLC January 2010 - April 2011
Harris NA December 2007 - September 2009
Harris NA February 2005 - December 2007
JACKSON PROPERTIES March 2004 - February 2005
EARNHARDT'S AUTO CENTERS November 2000 - November 2003
Hitachi Power Tools March 1996 - November 2000
Education
Ithaca College 1992 — 1996
BA, Sociology
Ithaca College 1992 — 1996
Bachelor of Arts, Sociology
Vermont Academy 1989 — 1992
Rocky Hill High School 1987 — 1989
Arizona School of Real Estate & Business
Fidelity Investments March 2013 - Present
Citizens Bank August 2011 - April 2013
MERCHANT SOLUTIONS OF CONNECTICUT, LLC January 2010 - April 2011
Harris NA December 2007 - September 2009
Harris NA February 2005 - December 2007
JACKSON PROPERTIES March 2004 - February 2005
EARNHARDT'S AUTO CENTERS November 2000 - November 2003
Hitachi Power Tools March 1996 - November 2000
Education
Ithaca College 1992 — 1996
BA, Sociology
Ithaca College 1992 — 1996
Bachelor of Arts, Sociology
Vermont Academy 1989 — 1992
Rocky Hill High School 1987 — 1989
Arizona School of Real Estate & Business
David Shepp David Shepp's Fidelity Investments Experience November 2012 - August 2013
Job Desktop Engineer at RELX Group
Industry Information Technology and Services
Experience
RELX Group November 2014 - Present
Sogeti Group September 2013 - June 2014
Fidelity Investments November 2012 - August 2013
AT&T July 2010 - October 2012
The Home Depot July 2009 - July 2010
Benton Express September 2007 - September 2008
Chase Staffing November 2004 - August 2007
Skills
VMware, VDI, VMware ESX, Virtualization, Microsoft Exchange, Active Directory, vSphere, VMware View, VMware Infrastructure, System Administration, Troubleshooting, Barracuda Spam Firewall, Servers, VMware Horizon View, Group Policy, AppSense, vShield
Education
Jacksonville State University 1991 — 1995
BS, Finance
RELX Group November 2014 - Present
Sogeti Group September 2013 - June 2014
Fidelity Investments November 2012 - August 2013
AT&T July 2010 - October 2012
The Home Depot July 2009 - July 2010
Benton Express September 2007 - September 2008
Chase Staffing November 2004 - August 2007
Skills
VMware, VDI, VMware ESX, Virtualization, Microsoft Exchange, Active Directory, vSphere, VMware View, VMware Infrastructure, System Administration, Troubleshooting, Barracuda Spam Firewall, Servers, VMware Horizon View, Group Policy, AppSense, vShield
Education
Jacksonville State University 1991 — 1995
BS, Finance
Jann Rush Jann Rush's Fidelity Investments Experience November 2011 - Present
Job Executive Secretary at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments November 2011 - Present
Crosby Group/Fidelity Investments September 2010 - November 2011
Fidelity Investments 1999 - 2009
Education
Ithaca College 1980 — 1984
BA, History, Business, Art History
Fidelity Investments November 2011 - Present
Crosby Group/Fidelity Investments September 2010 - November 2011
Fidelity Investments 1999 - 2009
Education
Ithaca College 1980 — 1984
BA, History, Business, Art History
Jack Chafin Jack Chafin's Fidelity Investments Experience May 1982 - August 1993
Job Executive Leadership Information Technology
Industry Investment Management
Experience
Fast Forward Solutions March 2002 - Present
Putnam Investments August 1993 - July 2000
Fidelity Investments May 1982 - August 1993
Bristol-Myers Squibb July 1974 - May 1982
USAF 1962 - 1966
Skills
IT Management, Securities, Asset Management, New Business Development, Investment Strategies, Asset Managment, Business Development, Business Strategy, Strategy, Program Management, Investments, Mutual Funds, Financial Services, Wealth Management, Start-ups, Energy Investments, Network Marketing, Success Coaching, Team Building, Vendor Management, Risk Management, Coaching, Marketing, E-commerce, Business Planning, Financial Advisory, Outsourcing, IT Strategy, Retirement Planning, Consulting, Management Consulting, Due Diligence, Investment Management, Team Building, Management, Executive Management, Leadership, Entrepreneurship, Business Intelligence, Strategic Planning, Process Improvement, Business Analysis, Mergers & Acquisitions, Equities, Retirement, Alternative Investments, Portfolio Management, ETFs, Private Equity, Finance
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Currently Attending
Senior Management Development Initiative at Putnam Investments 1997 — 2000
All aspects of running an Investment Management company.
Investment Industry: Fidelity, Putnam 1985 — 2000
Certificates, Investment Management Business
IT Executive Education: MIT, UCLA, IBM, Babson 1982 — 1993
Graduate Programs, IT Strategy and Management
University of Bridgeport 1972 — 1974
MBA Program, Management Information Systems
University of Bridgeport 1966 — 1969
B.S., Business Economics
Harrison High School NY
Fast Forward Solutions March 2002 - Present
Putnam Investments August 1993 - July 2000
Fidelity Investments May 1982 - August 1993
Bristol-Myers Squibb July 1974 - May 1982
USAF 1962 - 1966
Skills
IT Management, Securities, Asset Management, New Business Development, Investment Strategies, Asset Managment, Business Development, Business Strategy, Strategy, Program Management, Investments, Mutual Funds, Financial Services, Wealth Management, Start-ups, Energy Investments, Network Marketing, Success Coaching, Team Building, Vendor Management, Risk Management, Coaching, Marketing, E-commerce, Business Planning, Financial Advisory, Outsourcing, IT Strategy, Retirement Planning, Consulting, Management Consulting, Due Diligence, Investment Management, Team Building, Management, Executive Management, Leadership, Entrepreneurship, Business Intelligence, Strategic Planning, Process Improvement, Business Analysis, Mergers & Acquisitions, Equities, Retirement, Alternative Investments, Portfolio Management, ETFs, Private Equity, Finance
Education
Jack Welch Management Institute 2014 — 2016
Master of Business Administration (M.B.A.), Currently Attending
Senior Management Development Initiative at Putnam Investments 1997 — 2000
All aspects of running an Investment Management company.
Investment Industry: Fidelity, Putnam 1985 — 2000
Certificates, Investment Management Business
IT Executive Education: MIT, UCLA, IBM, Babson 1982 — 1993
Graduate Programs, IT Strategy and Management
University of Bridgeport 1972 — 1974
MBA Program, Management Information Systems
University of Bridgeport 1966 — 1969
B.S., Business Economics
Harrison High School NY
Patricia McHale Patricia McHale's Fidelity Investments Experience January 2006 - November 2010
Job Implementation Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
Nicholas Leesam Nicholas Leesam's Fidelity Investments Experience August 2008 - June 2013
Job Virtual Lab Coordinator
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts April 2014 - Present
Fidelity Investments August 2008 - June 2013
Skills
VMware vCenter, VMware ESX, Disaster Recovery, SQL, VMware, System Administration, Operating Systems, Performance Testing, Regression Testing, Process Improvement, Linux, SCCM, Altiris, Powershell, VBScript, Quality Center, Remote Administration, Capacity Management, Windows 7, Windows XP, Agile Methodologies, Requirements Analysis, SDLC
Education
ITT Technical Institute-Norwood 2005 — 2007
A.S., Electrical Engineering
Blue Cross Blue Shield of Massachusetts April 2014 - Present
Fidelity Investments August 2008 - June 2013
Skills
VMware vCenter, VMware ESX, Disaster Recovery, SQL, VMware, System Administration, Operating Systems, Performance Testing, Regression Testing, Process Improvement, Linux, SCCM, Altiris, Powershell, VBScript, Quality Center, Remote Administration, Capacity Management, Windows 7, Windows XP, Agile Methodologies, Requirements Analysis, SDLC
Education
ITT Technical Institute-Norwood 2005 — 2007
A.S., Electrical Engineering
Shane Ayres's Fidelity Investments Experience February 2004 - December 2005
Job Vice President, Institutional Sales & Service at Fidelity Investments Canada
Industry Investment Management
Experience
Fidelity Investments Canada February 2012 - Present
Fidelity Investments Canada December 2009 - February 2012
Fidelity Investments Canada December 2006 - December 2009
Fidelity Investments Canada December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Canada Life March 1999 - February 2004
Skills
Investments, Wealth Management, Asset Management, Institutional Clients, Institutional, Retirement, Mutual Funds, National Accounts, National Account..., Investment Operations, Strategic Planning, Business Strategy, Strategic Partnerships, Building Strategic...
Education
Ryerson University 1993 — 1997
BA (Honours), Finance, International Business and Business-Government Relations
Dunbarton
Ivey Business School at Western University
Fidelity Investments Canada February 2012 - Present
Fidelity Investments Canada December 2009 - February 2012
Fidelity Investments Canada December 2006 - December 2009
Fidelity Investments Canada December 2005 - December 2006
Fidelity Investments February 2004 - December 2005
Canada Life March 1999 - February 2004
Skills
Investments, Wealth Management, Asset Management, Institutional Clients, Institutional, Retirement, Mutual Funds, National Accounts, National Account..., Investment Operations, Strategic Planning, Business Strategy, Strategic Partnerships, Building Strategic...
Education
Ryerson University 1993 — 1997
BA (Honours), Finance, International Business and Business-Government Relations
Dunbarton
Ivey Business School at Western University
Kimberly Sterling, CPA, CIA's Fidelity Investments Experience June 2012 - Present
Job Sr. Risk Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2012 - Present
Fannie Mae May 2010 - June 2012
SOURCECORP April 2008 - October 2009
Chase Paymentech January 2006 - March 2008
Ernst & Young September 2000 - January 2006
Skills
Internal Controls, Accounting, Auditing, Sarbanes-Oxley, Internal Audit, Financial Reporting, SEC filings, Financial Analysis, GAAP, US GAAP
Education
Jackson State University 1997 — 2000
BBA, Accounting
Jones County Junior College 1994 — 1996
AA, Accounting
Fidelity Investments June 2012 - Present
Fannie Mae May 2010 - June 2012
SOURCECORP April 2008 - October 2009
Chase Paymentech January 2006 - March 2008
Ernst & Young September 2000 - January 2006
Skills
Internal Controls, Accounting, Auditing, Sarbanes-Oxley, Internal Audit, Financial Reporting, SEC filings, Financial Analysis, GAAP, US GAAP
Education
Jackson State University 1997 — 2000
BBA, Accounting
Jones County Junior College 1994 — 1996
AA, Accounting
Brian Gilroy's Fidelity Investments Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments September 2014 - May 2015
Maxim Group February 2014 - August 2014
HFP Capital Markets LLC October 2013 - February 2014
HFP Capital Markets LLC March 2012 - August 2013
Skills
Series 7, Investments, Equities, Securities, Alternative Investments, Series 63, Series 24, Health Insurance, Valuation, Fixed Income, Series 65, Life Insurance, Bonds, Leadership, Finance, FINRA, Series 9/10
Education
Jacksonville University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.5
Jacksonville University 2006 — 2010
Bachelor of Science (BS), Finance, General
Mahopac High School 2001 — 2006
Fidelity Investments May 2015 - Present
Fidelity Investments September 2014 - May 2015
Maxim Group February 2014 - August 2014
HFP Capital Markets LLC October 2013 - February 2014
HFP Capital Markets LLC March 2012 - August 2013
Skills
Series 7, Investments, Equities, Securities, Alternative Investments, Series 63, Series 24, Health Insurance, Valuation, Fixed Income, Series 65, Life Insurance, Bonds, Leadership, Finance, FINRA, Series 9/10
Education
Jacksonville University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.5
Jacksonville University 2006 — 2010
Bachelor of Science (BS), Finance, General
Mahopac High School 2001 — 2006
Alexandra Bradford Alexandra Bradford's Fidelity Investments Experience June 2011 - August 2011
Job Lead Implementation Consultant at SOFTRAX, Inc.
Industry Financial Services
Experience
SOFTRAX, Inc. October 2014 - Present
Deloitte May 2014 - October 2014
Deloitte June 2012 - April 2014
Fidelity Investments June 2011 - August 2011
James Madison University February 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Outlook, Data Analysis, Financial Analysis, HTML, Java, Bloomberg, Visual Basic, Management, Financial Reporting, Risk Management, Accounting, Databases, Internal Controls, Business Process
Education
James Madison University 2007 — 2012
Bachelor of Business Administration, Finance; Computer Information Systems
SOFTRAX, Inc. October 2014 - Present
Deloitte May 2014 - October 2014
Deloitte June 2012 - April 2014
Fidelity Investments June 2011 - August 2011
James Madison University February 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Outlook, Data Analysis, Financial Analysis, HTML, Java, Bloomberg, Visual Basic, Management, Financial Reporting, Risk Management, Accounting, Databases, Internal Controls, Business Process
Education
James Madison University 2007 — 2012
Bachelor of Business Administration, Finance; Computer Information Systems
Lisa Flanagan's Fidelity Investments Experience May 2010 - August 2010
Job Account Manager at TD
Industry Financial Services
Experience
TD April 2014 - Present
TD March 2013 - April 2014
TD Bank Group April 2011 - June 2012
Fidelity Investments May 2010 - August 2010
Skills
Finance, Financial Analysis, Business Analysis, Microsoft Excel, Customer Service, Teamwork, Microsoft Office, PowerPoint, Team Leadership, Time Management, Microsoft Word, Financial Modeling, Data Analysis, Research, Leadership, Derivatives
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA
Havergal College 2002 — 2008
TD April 2014 - Present
TD March 2013 - April 2014
TD Bank Group April 2011 - June 2012
Fidelity Investments May 2010 - August 2010
Skills
Finance, Financial Analysis, Business Analysis, Microsoft Excel, Customer Service, Teamwork, Microsoft Office, PowerPoint, Team Leadership, Time Management, Microsoft Word, Financial Modeling, Data Analysis, Research, Leadership, Derivatives
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
HBA
Havergal College 2002 — 2008
Kevin Finney Kevin Finney's Fidelity Investments Experience 1994 - 2000
Job Senior Vice President, Fiduciary Services at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2007 - Present
MFS Investment Management 2000 - 2007
Fidelity Investments 1994 - 2000
Skills
Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Wealth Management, Financial Services, Securities, Investment Strategies, Series 6, Mutual Funds
Education
Northeastern University 2000 — 2006
Master of Public Administration (M.P.A.)
Ithaca College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government & Speech Communication
Hanover High School 1985 — 1989
Natixis Global Asset Management March 2007 - Present
MFS Investment Management 2000 - 2007
Fidelity Investments 1994 - 2000
Skills
Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Wealth Management, Financial Services, Securities, Investment Strategies, Series 6, Mutual Funds
Education
Northeastern University 2000 — 2006
Master of Public Administration (M.P.A.)
Ithaca College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government & Speech Communication
Hanover High School 1985 — 1989
Jerry Snyder Jerry Snyder's Fidelity Investments Experience October 2011 - Present
Job Vice President | Financial Consultant
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Arin Risk Advisors LLC August 2009 - October 2011
SEI Investments July 2007 - July 2009
Deutsche Bank July 2006 - July 2007
United Bankshares, Inc September 2003 - July 2006
Fidelity Investments March 1992 - February 2003
Skills
Wealth Management, Investment Advisory, Financial Advice, Asset Management, Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Insurance Planning, Risk Management, Consultative Selling, New Business Development, Asset Managment
Education
James Madison University 1985 — 1989
Bachelor of Business Administration, Marketing
Annandale High School 1982 — 1985
Fidelity Investments October 2011 - Present
Arin Risk Advisors LLC August 2009 - October 2011
SEI Investments July 2007 - July 2009
Deutsche Bank July 2006 - July 2007
United Bankshares, Inc September 2003 - July 2006
Fidelity Investments March 1992 - February 2003
Skills
Wealth Management, Investment Advisory, Financial Advice, Asset Management, Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Insurance Planning, Risk Management, Consultative Selling, New Business Development, Asset Managment
Education
James Madison University 1985 — 1989
Bachelor of Business Administration, Marketing
Annandale High School 1982 — 1985
Christine Jordan, CFP® Christine Jordan, CFP®'s Fidelity Investments Experience 2006 - 2009
Job Vice President at Rappaport Reiches Capital Management, LLC
Industry Financial Services
Experience
Rappaport Reiches Capital Management, LLC January 2010 - August 2012
Fidelity Investments 2006 - 2009
Fidelity Investments June 2004 - September 2006
Fidelity Investments January 2003 - May 2004
Fidelity Investments February 2001 - December 2002
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Insurance, Portfolio Management, Series 7, Management, Leadership, Finance, Retirement, Employee Benefits
Education
Northwestern University 2005 — 2006
Certified Financial Planning Courses
James Madison University 1996 — 2000
BBA, Finance
Rappaport Reiches Capital Management, LLC January 2010 - August 2012
Fidelity Investments 2006 - 2009
Fidelity Investments June 2004 - September 2006
Fidelity Investments January 2003 - May 2004
Fidelity Investments February 2001 - December 2002
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Insurance, Portfolio Management, Series 7, Management, Leadership, Finance, Retirement, Employee Benefits
Education
Northwestern University 2005 — 2006
Certified Financial Planning Courses
James Madison University 1996 — 2000
BBA, Finance
Earl Hoskins's Fidelity Investments Experience 1994 - 2008
Job Retired IT Change Agent
Industry Computer & Network Security
Experience
Fidelity Investments 1994 - 2008
Index Technology 1990 - 1992
Skills
Vendor Management, ITIL, Business Analysis, Financial Services, SOA, SDLC, Program Management, IT Strategy, Relationship Management
Education
Jacksonville University 1965 — 1968
BS, Math, Business
Fidelity Investments 1994 - 2008
Index Technology 1990 - 1992
Skills
Vendor Management, ITIL, Business Analysis, Financial Services, SOA, SDLC, Program Management, IT Strategy, Relationship Management
Education
Jacksonville University 1965 — 1968
BS, Math, Business
Jess Navon Jess Navon's Fidelity Investments Experience August 2008 - August 2009
Job HR Generalist at CapTech, IT Consulting Firm
Industry Information Technology and Services
Experience
CapTech April 2014 - Present
Berkley Mid-Atlantic Group February 2012 - March 2014
WellAWARE Systems August 2010 - August 2011
Fidelity Investments August 2008 - August 2009
Fidelity Investments January 2007 - August 2008
GW&K 2003 - 2006
Skills
Onboarding, Employee Benefits, Human Resources, Recruiting, Performance Management, Benefits Administration, Training, Employee Training, College Recruiting, Internet Recruiting, Interviews, Succession Planning, HRIS, Talent Management, Customer Service
Education
Northeastern University 2008 — 2009
Graduate Certificate Program, Human Resource Management
James Madison University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
CapTech April 2014 - Present
Berkley Mid-Atlantic Group February 2012 - March 2014
WellAWARE Systems August 2010 - August 2011
Fidelity Investments August 2008 - August 2009
Fidelity Investments January 2007 - August 2008
GW&K 2003 - 2006
Skills
Onboarding, Employee Benefits, Human Resources, Recruiting, Performance Management, Benefits Administration, Training, Employee Training, College Recruiting, Internet Recruiting, Interviews, Succession Planning, HRIS, Talent Management, Customer Service
Education
Northeastern University 2008 — 2009
Graduate Certificate Program, Human Resource Management
James Madison University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Elliot Rotstein Elliot Rotstein's Fidelity Investments Experience January 2011 - May 2013
Job Vice President and Regional Sales Director at Management Planning, Inc.
Industry Financial Services
Experience
Management Planning, Inc. May 2013 - Present
Fidelity Investments January 2011 - May 2013
Fidelity Investments November 2006 - January 2011
Nashua Pride Professional Baseball May 2005 - August 2005
Skills
Investments, High Net Worth..., Leadership, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Equities, Business Development, Alternative Investments, Asset Management, Financial Advisory, Estate Planning, Business Valuation, Series 7, Financial Planning
Education
Ithaca College
Management Planning, Inc. May 2013 - Present
Fidelity Investments January 2011 - May 2013
Fidelity Investments November 2006 - January 2011
Nashua Pride Professional Baseball May 2005 - August 2005
Skills
Investments, High Net Worth..., Leadership, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Equities, Business Development, Alternative Investments, Asset Management, Financial Advisory, Estate Planning, Business Valuation, Series 7, Financial Planning
Education
Ithaca College
William Everts William Everts's Fidelity Investments Experience July 2015 - Present
Job Fidelity Investments IC
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Merrill Lynch June 2011 - October 2011
Klingenstein, Fields June 2010 - August 2010
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration, Finance
Needham High School 2004 — 2007
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments April 2012 - April 2014
Merrill Lynch June 2011 - October 2011
Klingenstein, Fields June 2010 - August 2010
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration, Finance
Needham High School 2004 — 2007
Kumar Katta Kumar Katta's Fidelity Investments Experience 2005 - 2010
Job Program Manager at CISCO
Industry Information Technology and Services
Experience
Cisco Systems 2011 - Present
Fidelity Investments 2005 - 2010
TJX 1997 - 2005
Gap Inc. 1995 - 1997
Giro Bank, Denmark 1994 - 1995
Skills
Capacity Planning, Software Development, Agile Methodologies, Program Management, Business Intelligence, XML, Oracle, Testing, Java, Cross-functional Team..., Project Management, Quality Assurance, SDLC, .NET, Enterprise Architecture, Process Improvement, Software Project..., Software Quality..., Business Process..., DB2, ITIL, Requirements Analysis, Integration, Agile Project Management, Solution Architecture, IT Strategy, Resource Management, Cloud Computing, Vendor Management
Education
Jadavpur University 1992 — 1994
Master of Science, Engineering
Cisco Systems 2011 - Present
Fidelity Investments 2005 - 2010
TJX 1997 - 2005
Gap Inc. 1995 - 1997
Giro Bank, Denmark 1994 - 1995
Skills
Capacity Planning, Software Development, Agile Methodologies, Program Management, Business Intelligence, XML, Oracle, Testing, Java, Cross-functional Team..., Project Management, Quality Assurance, SDLC, .NET, Enterprise Architecture, Process Improvement, Software Project..., Software Quality..., Business Process..., DB2, ITIL, Requirements Analysis, Integration, Agile Project Management, Solution Architecture, IT Strategy, Resource Management, Cloud Computing, Vendor Management
Education
Jadavpur University 1992 — 1994
Master of Science, Engineering
Jennifer Tschudin Jennifer Tschudin's Fidelity Investments Experience 2005 - 2008
Job Installation Manager at Choicelinx
Industry Insurance
Experience
Choicelinx October 2013 - Present
Clark & Lavey Benefits Solutions, Inc. July 2008 - October 2013
Fidelity Investments 2005 - 2008
Education
Ithaca College 1995 — 1999
Bachelor of Science (BS), Exercise Science
Choicelinx October 2013 - Present
Clark & Lavey Benefits Solutions, Inc. July 2008 - October 2013
Fidelity Investments 2005 - 2008
Education
Ithaca College 1995 — 1999
Bachelor of Science (BS), Exercise Science
Vance Richardson Vance Richardson's Fidelity Investments Experience December 2004 - March 2014
Job Vice President, Executive Communication at State Street
Industry Financial Services
Experience
State Street March 2014 - Present
Fidelity Investments December 2004 - March 2014
Capital One December 1999 - November 2004
CSX Corp May 1990 - October 1998
Skills
Executive Communications, Speech Writing, Internal Communications, Public Relations, Copy Editing, Investor Presentations, Communications Planning, Strategic Communications, Corporate Communications, Thought Leadership, Message Development, Crisis Communications, Editing, Writing, Journalism, Community Relations, Publications, White Papers, Government Relations, Strategic Planning, Leadership, Editorial
Education
James Madison University 1976 — 1980
Bachelor of Arts (B.A.), Communications and Political Science
State Street March 2014 - Present
Fidelity Investments December 2004 - March 2014
Capital One December 1999 - November 2004
CSX Corp May 1990 - October 1998
Skills
Executive Communications, Speech Writing, Internal Communications, Public Relations, Copy Editing, Investor Presentations, Communications Planning, Strategic Communications, Corporate Communications, Thought Leadership, Message Development, Crisis Communications, Editing, Writing, Journalism, Community Relations, Publications, White Papers, Government Relations, Strategic Planning, Leadership, Editorial
Education
James Madison University 1976 — 1980
Bachelor of Arts (B.A.), Communications and Political Science
Bigyan Basnet Bigyan Basnet's Fidelity Investments Experience June 2015 - Present
Job Senior Risk Technology Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
TIAA-CREF Financial Services October 2014 - May 2015
Bank of America January 2012 - July 2014
Bank of America June 2009 - December 2011
Artificial Solutions March 2007 - September 2008
Mobile Media Exchange February 2002 - August 2004
PHE March 1996 - September 1997
Skills
Java Enterprise Edition, Spring, Agile Methodologies, Java, SOA, HTML, Web Development, XML, Software Development, Web Services, SDLC, Hibernate, SQL, Risk Management, Scrum, JSF, Adobe Flex, Application Servers, UML, Agile Project Management, Weblogic, Software Project..., Websphere, SLDC, Webservices, GWT, Spring Framework
Education
Jagiellonian University 2005 — 2006
Uppsala University 2004 — 2005
University of Hertfordshire 1997 — 2001
Bsc Honours, Computer Science
CHHS
Fidelity Investments June 2015 - Present
TIAA-CREF Financial Services October 2014 - May 2015
Bank of America January 2012 - July 2014
Bank of America June 2009 - December 2011
Artificial Solutions March 2007 - September 2008
Mobile Media Exchange February 2002 - August 2004
PHE March 1996 - September 1997
Skills
Java Enterprise Edition, Spring, Agile Methodologies, Java, SOA, HTML, Web Development, XML, Software Development, Web Services, SDLC, Hibernate, SQL, Risk Management, Scrum, JSF, Adobe Flex, Application Servers, UML, Agile Project Management, Weblogic, Software Project..., Websphere, SLDC, Webservices, GWT, Spring Framework
Education
Jagiellonian University 2005 — 2006
Uppsala University 2004 — 2005
University of Hertfordshire 1997 — 2001
Bsc Honours, Computer Science
CHHS
Jordanne Grossman Jordanne Grossman's Fidelity Investments Experience July 2012 - June 2014
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - June 2014
Fidelity Investments September 2008 - June 2012
Soberman LLP January 2005 - April 2008
Education
Institute of Chartered Accountants of Ontario
CA
Ivey Business School at Western University
HBA
Fidelity Investments July 2012 - June 2014
Fidelity Investments September 2008 - June 2012
Soberman LLP January 2005 - April 2008
Education
Institute of Chartered Accountants of Ontario
CA
Ivey Business School at Western University
HBA
Warren Brashear Warren Brashear's Fidelity Investments Experience July 2013 - Present
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Charles Schwab July 1999 - July 2013
Northwestern Mutual 1997 - 1999
Education
Middle Tennessee State University 1992 — 1994
Bachelor's degree, Business Administration and Management, General
Jackson State Community College
Associate of Arts (A.A.), Law and Legal Studies
Fidelity Investments July 2013 - Present
Charles Schwab July 1999 - July 2013
Northwestern Mutual 1997 - 1999
Education
Middle Tennessee State University 1992 — 1994
Bachelor's degree, Business Administration and Management, General
Jackson State Community College
Associate of Arts (A.A.), Law and Legal Studies
David Bushnell's Fidelity Investments Experience September 2011 - Present
Job Regional VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments 2007 - September 2011
Fidelity Investments August 2005 - December 2006
Sun Life Financial March 2003 - July 2005
Skills
Mutual Funds
Education
Ivey Business School at Western University
The University of Western Ontario
Bachelor's degree, Sociology
Fidelity Investments September 2011 - Present
Fidelity Investments 2007 - September 2011
Fidelity Investments August 2005 - December 2006
Sun Life Financial March 2003 - July 2005
Skills
Mutual Funds
Education
Ivey Business School at Western University
The University of Western Ontario
Bachelor's degree, Sociology
Brandon Grinaker's Fidelity Investments Experience October 2006 - Present
Job Senior Manager/Service Delivery Consultant
Industry Investment Management
Experience
Fidelity Investments October 2006 - Present
Equity One January 2005 - July 2005
HFC January 2001 - November 2004
Skills
Retirement Planning, Securities, Series 63, Mutual Funds, Process Improvement, Management, Sales, Mortgage Lending, Wealth Management, Uniform Combined State..., Finance, Investments, Risk Management, Loans, Coaching, Sales Management, Retirement, Credit, Series 7, Relationship Management, series 9/10, Sales Coaching, Career Path Planning
Education
Jacksonville University 2011 — 2012
MBA, Business Administration - Finance and Accounting Concentration, GPA 3.66
Jacksonville University 2007 — 2010
Business Administration, BA in Business Admin and BS in Management, GPA 3.76
Fidelity Investments October 2006 - Present
Equity One January 2005 - July 2005
HFC January 2001 - November 2004
Skills
Retirement Planning, Securities, Series 63, Mutual Funds, Process Improvement, Management, Sales, Mortgage Lending, Wealth Management, Uniform Combined State..., Finance, Investments, Risk Management, Loans, Coaching, Sales Management, Retirement, Credit, Series 7, Relationship Management, series 9/10, Sales Coaching, Career Path Planning
Education
Jacksonville University 2011 — 2012
MBA, Business Administration - Finance and Accounting Concentration, GPA 3.66
Jacksonville University 2007 — 2010
Business Administration, BA in Business Admin and BS in Management, GPA 3.76
Chris Rielly Chris Rielly's Fidelity Investments Experience May 2006 - September 2006
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture June 2008 - Present
PricewaterhouseCoopers June 2007 - August 2007
Fidelity Investments May 2006 - September 2006
Sovereign Bank May 2005 - September 2005
Skills
SAP PI, SAP Netweaver, SAP R/3, Defense Industry, Security Clearance, DoD, Plant Maintenance, Master Data, Database Administration, Database Design, Data Analysis, Data Conversion, Data Migration, Data Cleansing, Database Management, SQL, SQL Server, Microsoft Servers, Microsoft Operating..., Microsoft SQL Server, SAP XI, Databases, Analysis, Business Process Design, Career Counseling, SAP ERP
Education
James Madison University 2004 — 2008
BBA, Computer Information Systems, Criminal Justice, Cum Laude
University of Antwerp
Accenture June 2008 - Present
PricewaterhouseCoopers June 2007 - August 2007
Fidelity Investments May 2006 - September 2006
Sovereign Bank May 2005 - September 2005
Skills
SAP PI, SAP Netweaver, SAP R/3, Defense Industry, Security Clearance, DoD, Plant Maintenance, Master Data, Database Administration, Database Design, Data Analysis, Data Conversion, Data Migration, Data Cleansing, Database Management, SQL, SQL Server, Microsoft Servers, Microsoft Operating..., Microsoft SQL Server, SAP XI, Databases, Analysis, Business Process Design, Career Counseling, SAP ERP
Education
James Madison University 2004 — 2008
BBA, Computer Information Systems, Criminal Justice, Cum Laude
University of Antwerp
Kenneth Seropian, QPFC, AIF® Kenneth Seropian, QPFC, AIF®'s Fidelity Investments Experience October 1997 - December 2002
Job at First National Corporation
Industry Financial Services
Experience
First National Corporation November 2010 - Present
USI Consulting Group November 2009 - November 2010
Sentinel Benefits October 2003 - November 2009
Cook & Company January 2003 - October 2003
Fidelity Investments October 1997 - December 2002
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Investments, Series 6, Series 7, Series 63, Asset Allocation
Education
University of Massachusetts, Amherst 1992 — 1996
BA
Ithaca College
First National Corporation November 2010 - Present
USI Consulting Group November 2009 - November 2010
Sentinel Benefits October 2003 - November 2009
Cook & Company January 2003 - October 2003
Fidelity Investments October 1997 - December 2002
Skills
Retirement, 401k, Retirement Planning, Mutual Funds, ERISA, Defined Benefit, Pensions, Defined Contribution, Employee Benefits, Investments, Series 6, Series 7, Series 63, Asset Allocation
Education
University of Massachusetts, Amherst 1992 — 1996
BA
Ithaca College
Tracy Christmas Tracy Christmas's Fidelity Investments Experience 2000 - 2002
Job Administrative Marketing Associate at AXA Advisors
Industry Financial Services
Experience
AXA Advisors March 2007 - Present
Paycor 2004 - 2007
Fidelity Investments 2000 - 2002
Skills
Retirement Planning
Education
University of Cincinnati 2006 — 2008
Artist Diploma
Ithaca College 2004 — 2006
Master's degree
Western Michigan University 1990 — 1994
Bachelor's degree
AXA Advisors March 2007 - Present
Paycor 2004 - 2007
Fidelity Investments 2000 - 2002
Skills
Retirement Planning
Education
University of Cincinnati 2006 — 2008
Artist Diploma
Ithaca College 2004 — 2006
Master's degree
Western Michigan University 1990 — 1994
Bachelor's degree
Eddie Sordo's Fidelity Investments Experience October 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments October 2010 - Present
Education
Jacksonville University 1995 — 1997
Jacksonville University 1994 — 1997
Bachelors, Finance and Business Administration
Fidelity Investments October 2010 - Present
Fidelity Investments October 2010 - Present
Education
Jacksonville University 1995 — 1997
Jacksonville University 1994 — 1997
Bachelors, Finance and Business Administration
Binayak Banerjee's Fidelity Investments Experience 1993 - 1999
Job Senior Enterprise Architect at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF December 2013 - Present
Banerjee Enterprises 2005 - Present
Banerjee Enterprises November 2011 - Present
National Leaders in Enterprise & Data Architecture 2013 - Present
Whirlpool Corporation May 2008 - November 2011
Accenture March 2006 - April 2008
General Motors 2001 - 2006
General Motors, Europe 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Enterprise Architecture, SDLC, SOA, Application Architecture, Solution Architecture, IT Strategy, Software Development, Data Governance, Outsourcing, Requirements Analysis, Source System Analysis, Architecture Governance, Change Data Capture, Business Architecture, Program Management, Architectures, Data Assessment, Reference Architecture, Data Architects, Enterprise Data Modeling, Data Stewardship, IT Roadmaps, Data Lake Architecture, Hub and Spoke...
Education
Harvard University Extension School 1993 — 1995
Coursework towards CSS, Administration and Management
Rutgers University-New Brunswick 1984 — 1985
Coursework completed towards PHD, Computer Science
State University of New York at Albany 1980 — 1982
Master of Science (MS), Computer Science
Jadavpur University 1976 — 1979
B.Sc., Physics
Woodstock
High School Diploma
TIAA-CREF December 2013 - Present
Banerjee Enterprises 2005 - Present
Banerjee Enterprises November 2011 - Present
National Leaders in Enterprise & Data Architecture 2013 - Present
Whirlpool Corporation May 2008 - November 2011
Accenture March 2006 - April 2008
General Motors 2001 - 2006
General Motors, Europe 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Enterprise Architecture, SDLC, SOA, Application Architecture, Solution Architecture, IT Strategy, Software Development, Data Governance, Outsourcing, Requirements Analysis, Source System Analysis, Architecture Governance, Change Data Capture, Business Architecture, Program Management, Architectures, Data Assessment, Reference Architecture, Data Architects, Enterprise Data Modeling, Data Stewardship, IT Roadmaps, Data Lake Architecture, Hub and Spoke...
Education
Harvard University Extension School 1993 — 1995
Coursework towards CSS, Administration and Management
Rutgers University-New Brunswick 1984 — 1985
Coursework completed towards PHD, Computer Science
State University of New York at Albany 1980 — 1982
Master of Science (MS), Computer Science
Jadavpur University 1976 — 1979
B.Sc., Physics
Woodstock
High School Diploma
Jay Hakansson's Fidelity Investments Experience February 2007 - February 2009
Job Sr. Business Analyst at Project Management Associates
Industry Computer Software
Experience
Project Management Associates February 2009 - Present
Fidelity Investments February 2007 - February 2009
Lawson Software February 2005 - January 2007
Education
James Madison University 1992 — 1996
Project Management Associates February 2009 - Present
Fidelity Investments February 2007 - February 2009
Lawson Software February 2005 - January 2007
Education
James Madison University 1992 — 1996
Jennifer Plurad's Fidelity Investments Experience February 2013 - Present
Job Project Manager, Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2013 - Present
IBM Tivoli June 2008 - February 2013
IBM November 2000 - February 2013
Tivoli Systems/IBM 2006 - 2012
IBM December 2006 - June 2008
IBM Global Services November 2000 - December 2006
American Management Systems July 1997 - October 2000
American Management Systems January 1997 - January 2000
Skills
Software Project..., Agile Project Management, Test Management, Agile Testing, Performance Testing, Business Analysis, Requirements Analysis, Scrum, MS Project, Integration, Project Management, Test Planning, Process Improvement, Cloud Computing, Software Development, Testing, Quality Assurance, Agile Methodologies
Education
James Madison University 1993 — 1997
Bachelors in Business Administration, Computer Information Systems
James Madison University 1993 — 1997
B.B.A, Computer Information Systems
Fidelity Investments February 2013 - Present
IBM Tivoli June 2008 - February 2013
IBM November 2000 - February 2013
Tivoli Systems/IBM 2006 - 2012
IBM December 2006 - June 2008
IBM Global Services November 2000 - December 2006
American Management Systems July 1997 - October 2000
American Management Systems January 1997 - January 2000
Skills
Software Project..., Agile Project Management, Test Management, Agile Testing, Performance Testing, Business Analysis, Requirements Analysis, Scrum, MS Project, Integration, Project Management, Test Planning, Process Improvement, Cloud Computing, Software Development, Testing, Quality Assurance, Agile Methodologies
Education
James Madison University 1993 — 1997
Bachelors in Business Administration, Computer Information Systems
James Madison University 1993 — 1997
B.B.A, Computer Information Systems
Corrie Jackson's Fidelity Investments Experience August 1995 - August 1997
Job Regional HR Business Partner at NVR, Inc.
Industry Human Resources
Experience
NVR, Inc. January 2014 - Present
GXS October 2005 - January 2014
J. Craig Venter Institute May 2003 - October 2005
GMO September 1997 - March 2003
Fidelity Investments August 1995 - August 1997
Skills
Human Resources, Onboarding, HRIS, Deferred Compensation, Personnel Management, Management, Talent Management, Succession Planning, Outsourcing, Employee Engagement, Employee Benefits, Talent Acquisition, Employee Relations, Performance Management, HR Consulting, Benefits Administration, Compensation & Benefit, HR Policies, Strategic HR, Performance Improvement, Personal Development, People-oriented, Soft Skills, People Skills
Education
Ithaca College
Bachelor of Science (BS), Human Resource Management
NVR, Inc. January 2014 - Present
GXS October 2005 - January 2014
J. Craig Venter Institute May 2003 - October 2005
GMO September 1997 - March 2003
Fidelity Investments August 1995 - August 1997
Skills
Human Resources, Onboarding, HRIS, Deferred Compensation, Personnel Management, Management, Talent Management, Succession Planning, Outsourcing, Employee Engagement, Employee Benefits, Talent Acquisition, Employee Relations, Performance Management, HR Consulting, Benefits Administration, Compensation & Benefit, HR Policies, Strategic HR, Performance Improvement, Personal Development, People-oriented, Soft Skills, People Skills
Education
Ithaca College
Bachelor of Science (BS), Human Resource Management
Rini Ganguly's Fidelity Investments Experience February 2005 - April 2007
Job Vice President at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs April 2008 - Present
Goldman Sachs March 2008 - Present
Fidelity Investments February 2005 - April 2007
Fidelity Investments 2006 - 2007
Fidelity 2005 - 2007
HCL Technologies 2001 - 2005
Education
S.P. Jain Institute of Management & Research 1999 — 2001
Jadavpur University 1994 — 1998
B.E., Chemical Engineering
Goldman Sachs April 2008 - Present
Goldman Sachs March 2008 - Present
Fidelity Investments February 2005 - April 2007
Fidelity Investments 2006 - 2007
Fidelity 2005 - 2007
HCL Technologies 2001 - 2005
Education
S.P. Jain Institute of Management & Research 1999 — 2001
Jadavpur University 1994 — 1998
B.E., Chemical Engineering
Eric Neufeld, CFA's Fidelity Investments Experience 2001 - 2005
Job Associate Portfolio Manager at The Pacific Financial Group, Inc.
Industry Financial Services
Experience
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
Dawn Wyatt's Fidelity Investments Experience January 1993 - January 2006
Job Experienced Project Consultant
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Health System Ed August 2009 - October 2010
Interfaith Action, Inc January 2008 - June 2008
Veritude/Fidelity Investments Online Strategy Group January 2006 - June 2006
Fidelity Investments January 1993 - January 2006
Fidelity Investments March 2004 - January 2005
Veritude/Fidelity Investments Institutional Retirement Company September 2003 - March 2004
Fidelity Investments May 1999 - May 2001
Fidelity Investments Customer Processing Group May 1997 - May 1999
Fidelity Investments, Retail Marketing March 1996 - May 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
B.S., Business Administration
Jacksonville University 1979 — 1981
Business and Sociology
Merrill Lynch October 2013 - Present
Health System Ed August 2009 - October 2010
Interfaith Action, Inc January 2008 - June 2008
Veritude/Fidelity Investments Online Strategy Group January 2006 - June 2006
Fidelity Investments January 1993 - January 2006
Fidelity Investments March 2004 - January 2005
Veritude/Fidelity Investments Institutional Retirement Company September 2003 - March 2004
Fidelity Investments May 1999 - May 2001
Fidelity Investments Customer Processing Group May 1997 - May 1999
Fidelity Investments, Retail Marketing March 1996 - May 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1983
B.S., Business Administration
Jacksonville University 1979 — 1981
Business and Sociology
Bill Cooperman's Fidelity Investments Experience November 2003 - Present
Job Network analyst at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments November 2003 - Present
Education
Jacksonville University
Fidelity Investments November 2003 - Present
Education
Jacksonville University
Bruce Reynolds's Fidelity Investments Experience 1994 - 1999
Job Senior Operations Executive
Industry Telecommunications
Experience
American Restoration, Inc March 2008 - Present
Sage Telecom February 2003 - October 2007
Independent Consulting January 2001 - February 2003
Allegiance Telecom May 1999 - December 2000
Fidelity Investments 1994 - 1999
Sprint May 1984 - May 1994
Skills
Telecommunications, Efficiencies, Customer Service, Budgeting, Customer Experience, Operations Management, Purchasing, Process Improvement, Vendor Management, Change Management, Sales Management, Workforce Management
Education
Jacksonville State University 1967 — 1971
BS, Business Administration
American Restoration, Inc March 2008 - Present
Sage Telecom February 2003 - October 2007
Independent Consulting January 2001 - February 2003
Allegiance Telecom May 1999 - December 2000
Fidelity Investments 1994 - 1999
Sprint May 1984 - May 1994
Skills
Telecommunications, Efficiencies, Customer Service, Budgeting, Customer Experience, Operations Management, Purchasing, Process Improvement, Vendor Management, Change Management, Sales Management, Workforce Management
Education
Jacksonville State University 1967 — 1971
BS, Business Administration
Douglas Rivkin's Fidelity Investments Experience 1981 - 1993
Job FixedIncome Product Executive with Extensive Risk Management Experience
Industry Financial Services
Experience
Skytop Advisors LLC June 2009 - Present
HSBC Global Asset Management January 2008 - June 2008
Moody's Investors Service 1994 - 2007
Fidelity Investments 1981 - 1993
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Structured Products, Securities, Credit Analysis, Hedge Funds, Financial Markets, Risk Management, Investments, Financial Risk, Bonds, Asset Management, Money Market, Credit, Investment Management, Relationship Management, Investment Banking, Financial Services, Treasury Management, Liquidity, Insurance
Education
Suffolk University - Sawyer School of Management 1987 — 1991
MBA
Ithaca College 1977 — 1981
B.S. Management
Skytop Advisors LLC June 2009 - Present
HSBC Global Asset Management January 2008 - June 2008
Moody's Investors Service 1994 - 2007
Fidelity Investments 1981 - 1993
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Structured Products, Securities, Credit Analysis, Hedge Funds, Financial Markets, Risk Management, Investments, Financial Risk, Bonds, Asset Management, Money Market, Credit, Investment Management, Relationship Management, Investment Banking, Financial Services, Treasury Management, Liquidity, Insurance
Education
Suffolk University - Sawyer School of Management 1987 — 1991
MBA
Ithaca College 1977 — 1981
B.S. Management
Jocelyn Schwartz, JD, LLM's Fidelity Investments Experience 2003 - 2006
Job Director, Private Client Group at SCS Financial
Industry Financial Services
Experience
SCS Financial February 2013 - Present
Pillar Financial Advisors November 2006 - January 2013
Fidelity Investments 2003 - 2006
Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...
Education
Boston University School of Law, Graduate Tax Program 2001 — 2003
LLM, Tax Law & Estate Planning
New England Law Boston 1997 — 2000
JD, Law
Ithaca College 1994 — 1997
BA, Psychology
Pepperdine University 1993 — 1994
SCS Financial February 2013 - Present
Pillar Financial Advisors November 2006 - January 2013
Fidelity Investments 2003 - 2006
Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...
Education
Boston University School of Law, Graduate Tax Program 2001 — 2003
LLM, Tax Law & Estate Planning
New England Law Boston 1997 — 2000
JD, Law
Ithaca College 1994 — 1997
BA, Psychology
Pepperdine University 1993 — 1994
Joe Murray's Fidelity Investments Experience December 2013 - Present
Job Vice President of Public Affairs at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments March 2007 - December 2013
WMUR-TV June 2003 - April 2007
WCVB-TV June 1994 - June 2003
WHDH-TV 1987 - 1993
Skills
Public Affairs, Strategic Communications, Media Relations, Crisis Communications
Education
Ithaca College 1982 — 1986
Communications
Fidelity Investments December 2013 - Present
Fidelity Investments March 2007 - December 2013
WMUR-TV June 2003 - April 2007
WCVB-TV June 1994 - June 2003
WHDH-TV 1987 - 1993
Skills
Public Affairs, Strategic Communications, Media Relations, Crisis Communications
Education
Ithaca College 1982 — 1986
Communications
Donna Quinter's Fidelity Investments Experience 2010 - Present
Job Production Artist
Industry Publishing
Experience
Fidelity Investments 2010 - Present
LaurelTech 2001 - 2010
Nashua Telegraph September 1997 - February 2001
Hudson-Litchfield News October 1998 - February 1999
Pioneer Computer School of Visual Arts 1997 - 1999
Skills
Publications, QuarkXPress, Books, Publishing, Adobe Acrobat, InDesign, Layout, Mac, Newsletters, Brochures, Desktop Publishing, Pre-press, Graphics, Business Cards, Content Management, Web Design, Proofreading, Graphic Design, Logo Design, Typography, Illustration, Advertising, Typesetting, Online Publishing
Education
Pioneer Computer School of Visual Arts 1997 — 1997
Certificate, Desktop Publishing
James Madison University 1972 — 1976
BS, Art Education
Fidelity Investments 2010 - Present
LaurelTech 2001 - 2010
Nashua Telegraph September 1997 - February 2001
Hudson-Litchfield News October 1998 - February 1999
Pioneer Computer School of Visual Arts 1997 - 1999
Skills
Publications, QuarkXPress, Books, Publishing, Adobe Acrobat, InDesign, Layout, Mac, Newsletters, Brochures, Desktop Publishing, Pre-press, Graphics, Business Cards, Content Management, Web Design, Proofreading, Graphic Design, Logo Design, Typography, Illustration, Advertising, Typesetting, Online Publishing
Education
Pioneer Computer School of Visual Arts 1997 — 1997
Certificate, Desktop Publishing
James Madison University 1972 — 1976
BS, Art Education
Heidi I. Wefers's Fidelity Investments Experience August 2004 - March 2005
Job Contract Technical Writer at Avery Dennison
Industry Writing and Editing
Experience
Avery Dennison December 2014 - Present
Whaleback Systems September 2011 - May 2013
Fidelity Investments August 2004 - March 2005
Fidelity Investments May 2002 - October 2002
Fidelity Investments January 2000 - November 2000
Progress Software October 1999 - November 2000
Progress Software January 1998 - October 1999
Progress Software January 1996 - October 1997
Progress Software Corporation November 1995 - October 1997
Primary Rate, Inc. (PRI)/Xircom October 1994 - November 1995
Skills
Content Development, Outlook, Content Strategy, Web Content Management, Instructor-led Training, Program Management, Copywriting, Hands-on Training, Proofreading, Online Help, Enterprise Software, Project Management, Training, Business Development, Leadership, Editing, Public Speaking
Education
Ithaca College 1983 — 1987
Bachelor's Degree, Communications
Avery Dennison December 2014 - Present
Whaleback Systems September 2011 - May 2013
Fidelity Investments August 2004 - March 2005
Fidelity Investments May 2002 - October 2002
Fidelity Investments January 2000 - November 2000
Progress Software October 1999 - November 2000
Progress Software January 1998 - October 1999
Progress Software January 1996 - October 1997
Progress Software Corporation November 1995 - October 1997
Primary Rate, Inc. (PRI)/Xircom October 1994 - November 1995
Skills
Content Development, Outlook, Content Strategy, Web Content Management, Instructor-led Training, Program Management, Copywriting, Hands-on Training, Proofreading, Online Help, Enterprise Software, Project Management, Training, Business Development, Leadership, Editing, Public Speaking
Education
Ithaca College 1983 — 1987
Bachelor's Degree, Communications
Flynn McDonnell's Fidelity Investments Experience 1998 - 2008
Job SVP
Industry Financial Services
Experience
F-SquaredInvestments February 2009 - Present
TFC Financial Management September 2007 - February 2009
Fidelity Investments 1998 - 2008
Skills
Investment Management, Mutual Funds, Investment Banking, Investments, Asset Managment, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Series 63, Investment Strategies
Education
St. Thomas University School of Law 1985 — 1988
JD, Law
Ithaca College 1976 — 1980
Tabor Academy 1972 — 1976
F-SquaredInvestments February 2009 - Present
TFC Financial Management September 2007 - February 2009
Fidelity Investments 1998 - 2008
Skills
Investment Management, Mutual Funds, Investment Banking, Investments, Asset Managment, Hedge Funds, Wealth Management, Alternative Investments, Portfolio Management, Series 7, Series 63, Investment Strategies
Education
St. Thomas University School of Law 1985 — 1988
JD, Law
Ithaca College 1976 — 1980
Tabor Academy 1972 — 1976
Gregory Doyle, CFP®'s Fidelity Investments Experience October 2013 - Present
Job Wealth Planning Specialist II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Ernst & Young, LLP March 2008 - October 2013
Capital Source Finance, LLC April 2004 - July 2007
Atlantic Technology Group, Inc September 2003 - March 2004
Skills
Analysis, Commercial Lending, Investments, Financial Reporting, Retirement, Cash Flow, Estate Planning, Mutual Funds, Securities, Mortgage, Funding, Investment Advisory, Budgeting, Insurance, 401k, Credit, Financial Analysis, Financial Planning, Retirement Planning, Strategic Financial..., Financial Services, Asset Allocation
Education
James Madison University 1999 — 2003
Bachelor of Business Administration, Computer Information Systems Major
Fidelity Investments October 2013 - Present
Ernst & Young, LLP March 2008 - October 2013
Capital Source Finance, LLC April 2004 - July 2007
Atlantic Technology Group, Inc September 2003 - March 2004
Skills
Analysis, Commercial Lending, Investments, Financial Reporting, Retirement, Cash Flow, Estate Planning, Mutual Funds, Securities, Mortgage, Funding, Investment Advisory, Budgeting, Insurance, 401k, Credit, Financial Analysis, Financial Planning, Retirement Planning, Strategic Financial..., Financial Services, Asset Allocation
Education
James Madison University 1999 — 2003
Bachelor of Business Administration, Computer Information Systems Major
Peter Schick's Fidelity Investments Experience July 2009 - March 2012
Job Senior CDO Portfolio Administrator at U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2013 - Present
U.S. Bank February 2013 - October 2013
U.S. Bank April 2012 - January 2013
Fidelity Investments July 2009 - March 2012
Fidelity Investments November 2008 - July 2009
New York State Department of Environmental Conservation May 2007 - August 2007
New York State Department of Enviormental Conservation May 2006 - August 2006
New York State Department of Enviormental Conservation May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Series 63, Microsoft Word, Series 7, Mutual Funds, Economics, Outlook, Data Analysis, Marketing Strategy, Investments, Banking, Loans, Finance, Management, Securities, Portfolio Management
Education
Ithaca College 2004 — 2008
Bachelor of Science, Applied Economics
U.S. Bank October 2013 - Present
U.S. Bank February 2013 - October 2013
U.S. Bank April 2012 - January 2013
Fidelity Investments July 2009 - March 2012
Fidelity Investments November 2008 - July 2009
New York State Department of Environmental Conservation May 2007 - August 2007
New York State Department of Enviormental Conservation May 2006 - August 2006
New York State Department of Enviormental Conservation May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Series 63, Microsoft Word, Series 7, Mutual Funds, Economics, Outlook, Data Analysis, Marketing Strategy, Investments, Banking, Loans, Finance, Management, Securities, Portfolio Management
Education
Ithaca College 2004 — 2008
Bachelor of Science, Applied Economics
Kristoffer Chandler's Fidelity Investments Experience June 2004 - June 2007
Job IT Project Manager at Pearson Custom Publishing
Industry Publishing
Experience
Pearson Learning Solutions July 2007 - Present
Fidelity Investments June 2004 - June 2007
Braingem 2000 - 2000
Skills
Content Management, Publishing, Online Publishing, Content Development, Technical Support, Books, Adobe Acrobat, Social Media
Education
Ithaca College 1995 — 1999
Communications
Pearson Learning Solutions July 2007 - Present
Fidelity Investments June 2004 - June 2007
Braingem 2000 - 2000
Skills
Content Management, Publishing, Online Publishing, Content Development, Technical Support, Books, Adobe Acrobat, Social Media
Education
Ithaca College 1995 — 1999
Communications
Joan Yokom's Fidelity Investments Experience 1983 - 1984
Job Director, Design and Photo at University of the Pacific, San Francisco Campus
Industry Design
Experience
University of the Pacific, San Francisco Campus May 1986 - Present
Photo Exhibitions January 1985 - December 2013
San Francisco Women Artists June 1996 - December 1998
Photojournalist January 1976 - December 1995
Fidelity Investments 1983 - 1984
Sail Magazine 1982 - 1984
Inc. Magazine 1978 - 1982
Skills
Art Direction, Photography, Magazines, Creative Direction, Art, Photojournalism, Brochures, Visual Communication, Publications, Adobe Creative Suite, Graphic Design, Team Management, Social Media, Cross-functional Team..., Communication, Brand Development, Graphics, Publishing
Education
Syracuse University 1973 — 1976
BS, Communications
Ithaca College 1972 — 1973
Photography and Film
University of the Pacific, San Francisco Campus May 1986 - Present
Photo Exhibitions January 1985 - December 2013
San Francisco Women Artists June 1996 - December 1998
Photojournalist January 1976 - December 1995
Fidelity Investments 1983 - 1984
Sail Magazine 1982 - 1984
Inc. Magazine 1978 - 1982
Skills
Art Direction, Photography, Magazines, Creative Direction, Art, Photojournalism, Brochures, Visual Communication, Publications, Adobe Creative Suite, Graphic Design, Team Management, Social Media, Cross-functional Team..., Communication, Brand Development, Graphics, Publishing
Education
Syracuse University 1973 — 1976
BS, Communications
Ithaca College 1972 — 1973
Photography and Film
daryl kletke's Fidelity Investments Experience October 2007 - April 2009
Job Head Client Solutions Americas at Royal Bank Investor Services
Industry Financial Services
Experience
Royal Bank of Canada Investor Services November 2011 - Present
RBC Dexia Investor Services 2009 - 2011
Fidelity Investments October 2007 - April 2009
Fidelity Investments November 2004 - October 2007
Fidelity Investments July 2002 - November 2004
CIBC January 2000 - July 2002
CIBC January 1999 - March 2000
CIBC May 1997 - January 1999
Skills
Strategy, Investments, Mutual Funds, Business Strategy, Financial Services, Wealth Management, Banking, Leadership, Strategic Planning, Management, Operations Management, New Business Development, Process Improvement, Risk Management, Business Analysis, Executive Management, Securities, Equities, Portfolio Management, Insurance, Analysis, Financial Risk, Entrepreneurship, Relationship Management, Strategic Financial..., Investment Management, Finance
Education
Ivey Business School at Western University 1996 — 1997
MBA, Finance
Western University 1992 — 1993
B Ed, Business Studies (Accounting & Marketing)
Western University 1988 — 1992
HBA, Business Admin
Royal Bank of Canada Investor Services November 2011 - Present
RBC Dexia Investor Services 2009 - 2011
Fidelity Investments October 2007 - April 2009
Fidelity Investments November 2004 - October 2007
Fidelity Investments July 2002 - November 2004
CIBC January 2000 - July 2002
CIBC January 1999 - March 2000
CIBC May 1997 - January 1999
Skills
Strategy, Investments, Mutual Funds, Business Strategy, Financial Services, Wealth Management, Banking, Leadership, Strategic Planning, Management, Operations Management, New Business Development, Process Improvement, Risk Management, Business Analysis, Executive Management, Securities, Equities, Portfolio Management, Insurance, Analysis, Financial Risk, Entrepreneurship, Relationship Management, Strategic Financial..., Investment Management, Finance
Education
Ivey Business School at Western University 1996 — 1997
MBA, Finance
Western University 1992 — 1993
B Ed, Business Studies (Accounting & Marketing)
Western University 1988 — 1992
HBA, Business Admin
Seth Wax's Fidelity Investments Experience January 2004 - October 2007
Job Vice President Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Merrill Edge August 2011 - Present
Wachovia October 2007 - September 2011
Fidelity Investments January 2004 - October 2007
Invesmart May 2000 - February 2004
Education
College for Financial Planning
Retirement Planning
Ithaca College
Communications
Montgomery County Community College
General Studies
St Joseph's University
Business
Dustin DuFault's Fidelity Investments Experience February 2012 - Present
Job Managing Member at Halcyon Harbor Realty Investments LLC
Industry Real Estate
Experience
Fidelity Investments February 2012 - Present
Halcyon Harbor Realty Investments LLC November 2007 - Present
Fidelity Investments September 2010 - February 2012
Fidelity Investments September 2007 - June 2011
Skills
Series 7, Mutual Funds, Management
Education
Jacksonville University 2007 — 2008
Master of Business Administration, Finance
Jacksonville University 2007 — 2008
Masters of Business Administration, Finance
Fidelity Investments February 2012 - Present
Halcyon Harbor Realty Investments LLC November 2007 - Present
Fidelity Investments September 2010 - February 2012
Fidelity Investments September 2007 - June 2011
Skills
Series 7, Mutual Funds, Management
Education
Jacksonville University 2007 — 2008
Master of Business Administration, Finance
Jacksonville University 2007 — 2008
Masters of Business Administration, Finance
Daniel Bordsen's Fidelity Investments Experience August 2012 - Present
Job Process and Control Design Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments January 2011 - July 2012
Fidelity Investments April 2009 - December 2010
Fidelity Investments December 2007 - February 2009
Fidelity Investments March 2007 - December 2007
Fidelity Investments October 2006 - March 2007
Skills
Escalation Resolution, Data Analysis, Qualitative Research, Process Improvement, Operational Efficiency
Education
Villanova University 2011 — 2012
Six Sigma Black Belt, Complete
James Madison University 2002 — 2006
B.B.A., Marketing/ Music Industry
Fidelity Investments August 2012 - Present
Fidelity Investments January 2011 - July 2012
Fidelity Investments April 2009 - December 2010
Fidelity Investments December 2007 - February 2009
Fidelity Investments March 2007 - December 2007
Fidelity Investments October 2006 - March 2007
Skills
Escalation Resolution, Data Analysis, Qualitative Research, Process Improvement, Operational Efficiency
Education
Villanova University 2011 — 2012
Six Sigma Black Belt, Complete
James Madison University 2002 — 2006
B.B.A., Marketing/ Music Industry
Shannon Dyse's Fidelity Investments Experience November 2012 - Present
Job Senior Manager, Client Services Operations
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments July 2012 - November 2012
Fidelity Investments March 2006 - July 2012
Fidelity Investments February 2004 - March 2006
Fidelity Investments June 2002 - February 2004
Fidelity Investments June 2001 - June 2002
Fidelity Investments February 1999 - June 2001
Fidelity Investments December 1997 - February 1999
MAXIMUS June 1994 - December 1997
Skills
Risk Management, Process Improvement, Business Analysis, Financial Analysis, Strategic Planning, Operations Management, Forecasting, Financial Services, Finance, Relationship Management, Investments
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Strategy & Consulting
Jackson State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, 3.8
Meridian Community College
Associate of Science (A.S.), Health Information/Medical Records Administration/Administrator
Fidelity Investments November 2012 - Present
Fidelity Investments July 2012 - November 2012
Fidelity Investments March 2006 - July 2012
Fidelity Investments February 2004 - March 2006
Fidelity Investments June 2002 - February 2004
Fidelity Investments June 2001 - June 2002
Fidelity Investments February 1999 - June 2001
Fidelity Investments December 1997 - February 1999
MAXIMUS June 1994 - December 1997
Skills
Risk Management, Process Improvement, Business Analysis, Financial Analysis, Strategic Planning, Operations Management, Forecasting, Financial Services, Finance, Relationship Management, Investments
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Strategy & Consulting
Jackson State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, 3.8
Meridian Community College
Associate of Science (A.S.), Health Information/Medical Records Administration/Administrator
Peter Wietrak, CFA's Fidelity Investments Experience May 2007 - April 2010
Job Credit Research Analyst at Invesco
Industry Investment Management
Experience
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Invesco October 2013 - Present
Homrich Berg May 2010 - October 2013
Fidelity Investments May 2007 - April 2010
Jacksonville University - Global Investment Group April 2006 - April 2007
Sea Star Line January 2006 - April 2007
Education
Jacksonville University 2003 — 2007
Bachelor of Business Administration, Finance & International Business
Ryan McEwing's Fidelity Investments Experience March 2007 - Present
Job Vice President, Fund Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Multifonds IGEFI 2003 - 2007
Deutsche Bank 1997 - 2003
IBT 1996 - 1997
Education
Ithaca College 1992 — 1996
Bachelor of Science, Economics
Fidelity Investments March 2007 - Present
Multifonds IGEFI 2003 - 2007
Deutsche Bank 1997 - 2003
IBT 1996 - 1997
Education
Ithaca College 1992 — 1996
Bachelor of Science, Economics
Damon Murchison's Fidelity Investments Experience September 1999 - July 2010
Job Senior Vice President and Head of Retail Distribution at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments June 2014 - Present
Manulife Financial March 2013 - May 2014
Manulife Investments July 2010 - February 2013
Fidelity Investments September 1999 - July 2010
Skills
Mutual Funds, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Securities, Financial Planners, Retirement, Strategic Financial..., Estate Planning, Alternative Investments, Asset Managment, Finance, Capital Markets
Education
Ivey Business School at Western University 2009 — 2010
MBA, EMBA Program
Canadian Securities Institute 1998 — 1999
PFP, Professional Financial Planning Designation
Western University 1988 — 1991
BA, Economics
Mackenzie Investments June 2014 - Present
Manulife Financial March 2013 - May 2014
Manulife Investments July 2010 - February 2013
Fidelity Investments September 1999 - July 2010
Skills
Mutual Funds, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Securities, Financial Planners, Retirement, Strategic Financial..., Estate Planning, Alternative Investments, Asset Managment, Finance, Capital Markets
Education
Ivey Business School at Western University 2009 — 2010
MBA, EMBA Program
Canadian Securities Institute 1998 — 1999
PFP, Professional Financial Planning Designation
Western University 1988 — 1991
BA, Economics
Amanda Predel's Fidelity Investments Experience January 2014 - Present
Job Lead Fund Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments June 2011 - July 2012
James Madison University August 2010 - May 2011
Forbes Center Box Office August 2010 - May 2011
Education
James Madison University 2010 — 2011
MSA, Accounting
James Madison University 2006 — 2010
BBA, Accounting
Fidelity Investments January 2014 - Present
Fidelity Investments July 2012 - January 2014
Fidelity Investments June 2011 - July 2012
James Madison University August 2010 - May 2011
Forbes Center Box Office August 2010 - May 2011
Education
James Madison University 2010 — 2011
MSA, Accounting
James Madison University 2006 — 2010
BBA, Accounting
Jay Rana's Fidelity Investments Experience 1998 - 2005
Job Senior Vice President, Sales, PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
TD Asset Management December 2005 - January 2011
Fidelity Investments 1998 - 2005
Skills
Mutual Funds, Retail, Sales
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
York University
Bachelor's degree, Economics
PIMCO January 2011 - Present
TD Asset Management December 2005 - January 2011
Fidelity Investments 1998 - 2005
Skills
Mutual Funds, Retail, Sales
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
York University
Bachelor's degree, Economics
Juliane Szeto's Fidelity Investments Experience May 2011 - November 2011
Job Equity Research Associate
Industry Financial Services
Experience
RBC Capital Markets September 2013 - Present
RBC Capital Markets August 2012 - August 2013
Fidelity Investments May 2011 - November 2011
Northern Securities June 2010 - August 2010
University of Western Ontario May 2009 - August 2009
Education
The University of Western Ontario 2007 — 2012
Bachelor of Science, Major in Financial Modelling (Mathematics)
The University of Western Ontario - Richard Ivey School of Business 2007 — 2012
Bachelor of Arts, Honours Business Administration (HBA)
RBC Capital Markets September 2013 - Present
RBC Capital Markets August 2012 - August 2013
Fidelity Investments May 2011 - November 2011
Northern Securities June 2010 - August 2010
University of Western Ontario May 2009 - August 2009
Education
The University of Western Ontario 2007 — 2012
Bachelor of Science, Major in Financial Modelling (Mathematics)
The University of Western Ontario - Richard Ivey School of Business 2007 — 2012
Bachelor of Arts, Honours Business Administration (HBA)
Aaron Rosen's Fidelity Investments Experience June 2013 - Present
Job Technology Analyst at Fidelity Investments Global Business Services
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2012 - June 2013
James Madison University September 2009 - December 2012
Fidelity Investments May 2012 - August 2012
HelloWallet July 2011 - August 2011
Skills
Regression Analysis, Database Design, Microsoft SQL Server, C#, Quality Assurance, Requirements Gathering, Data Migration, Visio, Analysis, Testing, Databases, Access, Database Languages: SQL..., Programming Languages:..., Statistical Modeling:..., Tableau Business..., Informatica, Control-M, Workload Automation, Integration Testing, Design Specification, Root Cause Analysis, Test Case Generation, WinSCP, CRM Integration, Data Analytics, Test Planning, Test Case Execution, Systems Integration, Feed File Processing, Time Keeping..., Team Foundation Server
Education
James Madison University 2010 — 2012
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
ASSOCIATIONS James Madison University 2009 — 2012
B.B.A, Computer Information Systems
James Madison University 2009 — 2012
Bachelor of Business Administration (BBA), Computer and Information Systems & Business Analytics
Fidelity Investments June 2013 - Present
Fidelity Investments December 2012 - June 2013
James Madison University September 2009 - December 2012
Fidelity Investments May 2012 - August 2012
HelloWallet July 2011 - August 2011
Skills
Regression Analysis, Database Design, Microsoft SQL Server, C#, Quality Assurance, Requirements Gathering, Data Migration, Visio, Analysis, Testing, Databases, Access, Database Languages: SQL..., Programming Languages:..., Statistical Modeling:..., Tableau Business..., Informatica, Control-M, Workload Automation, Integration Testing, Design Specification, Root Cause Analysis, Test Case Generation, WinSCP, CRM Integration, Data Analytics, Test Planning, Test Case Execution, Systems Integration, Feed File Processing, Time Keeping..., Team Foundation Server
Education
James Madison University 2010 — 2012
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance
ASSOCIATIONS James Madison University 2009 — 2012
B.B.A, Computer Information Systems
James Madison University 2009 — 2012
Bachelor of Business Administration (BBA), Computer and Information Systems & Business Analytics
Matthew Bonatti's Fidelity Investments Experience July 2015 - Present
Job Senior Product Manager
Industry Marketing and Advertising
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments March 2013 - May 2015
Fidelity Investments May 2011 - March 2013
Marden-Kane, Inc. 2007 - April 2011
MSB Tool, Inc. 2004 - 2007
Skills
Integrated Marketing, Marketing, Online Advertising, Digital Marketing
Education
Ithaca College 1998 — 2002
Fidelity Investments July 2015 - Present
Fidelity Investments March 2013 - May 2015
Fidelity Investments May 2011 - March 2013
Marden-Kane, Inc. 2007 - April 2011
MSB Tool, Inc. 2004 - 2007
Skills
Integrated Marketing, Marketing, Online Advertising, Digital Marketing
Education
Ithaca College 1998 — 2002
Arti Thakur's Fidelity Investments Experience August 2012 - Present
Job Client Experience Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Citi October 2005 - August 2011
Toronto Hydro January 1998 - May 1998
Skills
Business Analysis, Equities, Banking, Portfolio Management, Investments, Customer Service, Strategic Planning, Quality Assurance, Financial Analysis, Negotiation, Strategy, Team Leadership
Education
Sheridan College 1997 — 2000
Business, Sales, Marketing
Jai Hind College 1992 — 1995
BCOM, Accounting, Economics
Fidelity Investments August 2012 - Present
Citi October 2005 - August 2011
Toronto Hydro January 1998 - May 1998
Skills
Business Analysis, Equities, Banking, Portfolio Management, Investments, Customer Service, Strategic Planning, Quality Assurance, Financial Analysis, Negotiation, Strategy, Team Leadership
Education
Sheridan College 1997 — 2000
Business, Sales, Marketing
Jai Hind College 1992 — 1995
BCOM, Accounting, Economics
Jonathan Phan's Fidelity Investments Experience Mobile Solution GeneralistRent-A-CenterApril 2015 - Present
Job Mobile Solution Generalist at RentACenter
Industry Financial Services
Experience
Fidelity Investments Mobile Solution GeneralistRent-A-CenterApril 2015 - Present
Best Buy August 2014 - December 2014
Jumpstreet Indoor Trampoline Park May 2012 - August 2014
Education
ITT Technical Institute-Richardson
Associate’s Degree, Software Development
Fidelity Investments Mobile Solution GeneralistRent-A-CenterApril 2015 - Present
Best Buy August 2014 - December 2014
Jumpstreet Indoor Trampoline Park May 2012 - August 2014
Education
ITT Technical Institute-Richardson
Associate’s Degree, Software Development
Allison Bailey Olson's Fidelity Investments Experience May 2011 - August 2011
Job Manager, Corporate Services, Points of Light Corporate Institute
Industry Nonprofit Organization Management
Experience
Points of Light October 2012 - Present
A Billion + Change May 2012 - September 2012
SafeRides August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
James Madison University Student Union September 2009 - May 2011
James Madison University February 2008 - September 2008
Skills
Research, Public Speaking, Microsoft Office, Event Planning, Social Media, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Customer Service, Editing, Nonprofits, Program Management, Marketing, Community Outreach, Team Leadership, Leadership, Event Management, Volunteer Management, Project Management, Management, Social Networking
Education
James Madison University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
James Madison University 2007 — 2012
Bachelor of Science (BS), Justice Studies
Points of Light October 2012 - Present
A Billion + Change May 2012 - September 2012
SafeRides August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
James Madison University Student Union September 2009 - May 2011
James Madison University February 2008 - September 2008
Skills
Research, Public Speaking, Microsoft Office, Event Planning, Social Media, PowerPoint, Fundraising, Microsoft Word, Microsoft Excel, Customer Service, Editing, Nonprofits, Program Management, Marketing, Community Outreach, Team Leadership, Leadership, Event Management, Volunteer Management, Project Management, Management, Social Networking
Education
James Madison University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
James Madison University 2007 — 2012
Bachelor of Science (BS), Justice Studies
Pip Dankelman's Fidelity Investments Experience December 2007 - Present
Job Premium Service Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Merrill Lymch March 1999 - May 2007
Education
Jacksonville University 1971 — 1975
BA, Marketing
Fidelity Investments December 2007 - Present
Merrill Lymch March 1999 - May 2007
Education
Jacksonville University 1971 — 1975
BA, Marketing
Katina Ford's Fidelity Investments Experience December 2004 - June 2008
Job
Industry Real Estate
Experience
University of Texas at Arlington Franchise OwnerKDF Management dba Instant Tax ServiceJanuary 2009 - May 2011
Fidelity Investments December 2004 - June 2008
Citi January 2002 - October 2004
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (M.S.), Real Estate
Jackson State University
Bachelor of Business Administration (BBA), Finance, General
University of Texas at Arlington Franchise OwnerKDF Management dba Instant Tax ServiceJanuary 2009 - May 2011
Fidelity Investments December 2004 - June 2008
Citi January 2002 - October 2004
Education
The University of Texas at Arlington 2012 — 2013
Master of Science (M.S.), Real Estate
Jackson State University
Bachelor of Business Administration (BBA), Finance, General
Pankaj Balakrishna's Fidelity Investments Experience 2007 - 2010
Job Consultant at selfemployed, LION
Industry Financial Services
Experience
self-employed February 2014 - Present
Traveling the world December 2012 - January 2014
IBM 2010 - 2012
Fidelity Investments 2007 - 2010
Pearson plc 2005 - 2007
Morgan Stanley February 2001 - March 2005
Deutsche Bank January 1998 - December 2000
Skills
Business Analysis, IT Strategy, Business Process..., Program Management, Change Management, Strategy, Project Management, Requirements Analysis, Process Improvement, Business Process, Project Portfolio..., PMO, Management, Consulting, ITIL
Education
Rice University 1997 — 1998
Master's degree, Management Information Systems, General
Ithaca College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
self-employed February 2014 - Present
Traveling the world December 2012 - January 2014
IBM 2010 - 2012
Fidelity Investments 2007 - 2010
Pearson plc 2005 - 2007
Morgan Stanley February 2001 - March 2005
Deutsche Bank January 1998 - December 2000
Skills
Business Analysis, IT Strategy, Business Process..., Program Management, Change Management, Strategy, Project Management, Requirements Analysis, Process Improvement, Business Process, Project Portfolio..., PMO, Management, Consulting, ITIL
Education
Rice University 1997 — 1998
Master's degree, Management Information Systems, General
Ithaca College 1993 — 1997
Bachelor of Science (BS), Political Science and Government
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank