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
Jonathan Isaacman Jonathan Isaacman's Fidelity Investments Experience
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments
Skills
Equity Trading, Bloomberg, Series 7, Series 24, Series 55, Series 63, Series 66, CA Insurance License, CA Real Estate License, Investments, Algorithms, Capital Markets, IPOs, CFP© Candidate
Education
Loyola Marymount University
Bachelor of Business Administration, Business Administration and Management, General
Fidelity Investments
Skills
Equity Trading, Bloomberg, Series 7, Series 24, Series 55, Series 63, Series 66, CA Insurance License, CA Real Estate License, Investments, Algorithms, Capital Markets, IPOs, CFP© Candidate
Education
Loyola Marymount University
Bachelor of Business Administration, Business Administration and Management, General
CHRIS CONGEMA, CFP® CHRIS CONGEMA, CFP®'s Fidelity Investments Experience November 2005 - March 2013
Job Firm Principal & Wealth Advisor at Landmark Wealth Management, LLC
Industry Financial Services
Experience
Landmark Wealth Management, LLC March 2013 - Present
Fidelity Investments November 2005 - March 2013
Charles Schwab July 1995 - November 2005
Skills
Investments, Notary Public, Relationship Management, Retirement Planning, Strategic Financial..., Management, Series 7, Financial Services, Series 63, Financial Analysis, Small Business, Finance, High Net Worth..., Wealth Management, Mutual Funds
Education
Saint John's University 1986 — 1990
BS, Marketing
Long Island University, C.W. Post Campus
CERTIFICATE IN FINANCIAL PLANNING
Landmark Wealth Management, LLC March 2013 - Present
Fidelity Investments November 2005 - March 2013
Charles Schwab July 1995 - November 2005
Skills
Investments, Notary Public, Relationship Management, Retirement Planning, Strategic Financial..., Management, Series 7, Financial Services, Series 63, Financial Analysis, Small Business, Finance, High Net Worth..., Wealth Management, Mutual Funds
Education
Saint John's University 1986 — 1990
BS, Marketing
Long Island University, C.W. Post Campus
CERTIFICATE IN FINANCIAL PLANNING
Brendan Moody Brendan Moody's Fidelity Investments Experience April 2010 - Present
Job VP/Financial Consultant, Fidelity Investments Private Client Group
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
AXA Advisors December 2007 - March 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Loyola University of Chicago 2004 — 2008
Finance, Economics
Mount Carmel High School 1998 — 2002
Fidelity Investments April 2010 - Present
AXA Advisors December 2007 - March 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance...
Education
Loyola University of Chicago 2004 — 2008
Finance, Economics
Mount Carmel High School 1998 — 2002
Brad Lambert Brad Lambert's Fidelity Investments Experience August 2005 - October 2006
Job Realtor
Industry Real Estate
Experience
Keller Williams Real Estate June 2014 - Present
Grace Point Church August 2013 - February 2014
Lambert Fitness October 2009 - December 2011
Fellowship Church September 2006 - September 2009
Fidelity Investments August 2005 - October 2006
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Microsoft Office, Leadership Development, Customer Service, Budgets, Team Building, Retirement Planning, Event Planning, Series 6, Series 63, New Business Development, Recruiting, Team Leadership, Personal Financial..., Real Estate, Preaching, Teamwork, Community Outreach, Social Networking, Nonprofits, Sales
Education
Louisiana Tech University 2001 — 2005
Bachelor of Science (BS), Finance, General
Keller Williams Real Estate June 2014 - Present
Grace Point Church August 2013 - February 2014
Lambert Fitness October 2009 - December 2011
Fellowship Church September 2006 - September 2009
Fidelity Investments August 2005 - October 2006
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Microsoft Office, Leadership Development, Customer Service, Budgets, Team Building, Retirement Planning, Event Planning, Series 6, Series 63, New Business Development, Recruiting, Team Leadership, Personal Financial..., Real Estate, Preaching, Teamwork, Community Outreach, Social Networking, Nonprofits, Sales
Education
Louisiana Tech University 2001 — 2005
Bachelor of Science (BS), Finance, General
Shawn Vallereux Shawn Vallereux's Fidelity Investments Experience January 2015 - Present
Job Sr. Information Architect
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
HERE, a Nokia company March 2012 - January 2015
Nokia January 2009 - March 2012
Taptu April 2008 - October 2008
London Institute (Prague) September 2006 - August 2007
University of Oregon November 2004 - August 2006
University of Oregon November 2002 - April 2004
Skills
Usability Testing, Qualitative Research, User Experience Design, Interaction Design, Human Factors, Information Architecture, Mobile, Ethnography, Paper Prototyping, Heuristic Analysis, Questionnaires, Location Based Services, Search, Adobe Creative Suite, Illustrator, Cognitive Ergonomics, User Interface Design, Wireframes, Mobile Devices, Task Analysis, Heuristic Evaluation, User Experience, Usability, User-centered Design, User Research, Mobile Applications, Human Computer..., Agile Methodologies, User Interface, Research, Experience Design
Education
Loughborough University 2007 — 2008
MSc, Ergonomics (Human Factors)
University of Oregon 2002 — 2006
BS, Psychology
Fidelity Investments January 2015 - Present
HERE, a Nokia company March 2012 - January 2015
Nokia January 2009 - March 2012
Taptu April 2008 - October 2008
London Institute (Prague) September 2006 - August 2007
University of Oregon November 2004 - August 2006
University of Oregon November 2002 - April 2004
Skills
Usability Testing, Qualitative Research, User Experience Design, Interaction Design, Human Factors, Information Architecture, Mobile, Ethnography, Paper Prototyping, Heuristic Analysis, Questionnaires, Location Based Services, Search, Adobe Creative Suite, Illustrator, Cognitive Ergonomics, User Interface Design, Wireframes, Mobile Devices, Task Analysis, Heuristic Evaluation, User Experience, Usability, User-centered Design, User Research, Mobile Applications, Human Computer..., Agile Methodologies, User Interface, Research, Experience Design
Education
Loughborough University 2007 — 2008
MSc, Ergonomics (Human Factors)
University of Oregon 2002 — 2006
BS, Psychology
Elena Cary Elena Cary's Fidelity Investments Experience June 2003 - March 2004
Job CCNA Billing Assistance / Canadian Billingat CocaCola Refreshments
Industry Food & Beverages
Experience
Coca-Cola Refreshments August 2007 - Present
Coca-Cola Enterprises March 2006 - September 2007
Coca-Cola Enterprises April 2005 - March 2006
Coca-Cola Enterprises August 2004 - April 2005
Fidelity Investments June 2003 - March 2004
Fidelity Investments / International Business Machines (IBM) March 2000 - June 2003
IBM January 1996 - March 2000
UPS February 1981 - January 1996
Skills
Customer Service, Communication Skills, Defined Benefit, Employee Benefits, Billing Process, Problem Solving, Microsoft Excel, SAP, Outlook, Organization, Call Centers, Invoice Processing, Data Entry
Education
Hillsborough High School
High School Diploma, Business/Commerce, General, 12
Tampa Bay Technical School
Certificate, Computer Programming
Louisburg College
Business courses, Business/Commerce, General
Coca-Cola Refreshments August 2007 - Present
Coca-Cola Enterprises March 2006 - September 2007
Coca-Cola Enterprises April 2005 - March 2006
Coca-Cola Enterprises August 2004 - April 2005
Fidelity Investments June 2003 - March 2004
Fidelity Investments / International Business Machines (IBM) March 2000 - June 2003
IBM January 1996 - March 2000
UPS February 1981 - January 1996
Skills
Customer Service, Communication Skills, Defined Benefit, Employee Benefits, Billing Process, Problem Solving, Microsoft Excel, SAP, Outlook, Organization, Call Centers, Invoice Processing, Data Entry
Education
Hillsborough High School
High School Diploma, Business/Commerce, General, 12
Tampa Bay Technical School
Certificate, Computer Programming
Louisburg College
Business courses, Business/Commerce, General
Tom O'Mahony, CFA Tom O'Mahony, CFA's Fidelity Investments Experience June 1995 - September 2005
Job Portfolio Manager/Vice President
Industry Investment Management
Experience
US TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT August 2007 - Present
Mutual of America October 2005 - July 2007
Fidelity Investments June 1995 - September 2005
Skills
Asset Management, Estate Planning, Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, Trusts, Financial Planning, Investment Strategies, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Securities, 401k, Financial Analysis, High Net Worth..., Wealth, Private Equity, Asset Managment, Financial Forecasting, Brokerage
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Masters of Business Administration; Finance
Limerick Institute of Technology 1988 — 1992
Bachelor of Business Administration, Bachelor of Business Administration; International Marketing
US TRUST, BANK OF AMERICA PRIVATE WEALTH MANAGEMENT August 2007 - Present
Mutual of America October 2005 - July 2007
Fidelity Investments June 1995 - September 2005
Skills
Asset Management, Estate Planning, Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, Trusts, Financial Planning, Investment Strategies, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Alternative Investments, Bonds, Securities, 401k, Financial Analysis, High Net Worth..., Wealth, Private Equity, Asset Managment, Financial Forecasting, Brokerage
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Masters of Business Administration; Finance
Limerick Institute of Technology 1988 — 1992
Bachelor of Business Administration, Bachelor of Business Administration; International Marketing
Jessie Landry Jessie Landry's Fidelity Investments Experience June 2011 - May 2013
Job Revenue Specialist at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide September 2014 - Present
Hilton Worldwide May 2013 - Present
Fidelity Investments June 2011 - May 2013
Joe's Crab Shack April 2007 - June 2011
Skills
Fund Accounting, Mutual Funds, Asset Allocation, Bloomberg, Performance Attribution, Bloomberg Terminal, Financial Analysis, Finance, Securities, Fund Of Funds, Corporate Actions, Fixed Income, Derivatives, Bonds, Outlook, Cash Management, Financial Reporting
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Louisiana State University 2007 — 2008
Hilton Worldwide September 2014 - Present
Hilton Worldwide May 2013 - Present
Fidelity Investments June 2011 - May 2013
Joe's Crab Shack April 2007 - June 2011
Skills
Fund Accounting, Mutual Funds, Asset Allocation, Bloomberg, Performance Attribution, Bloomberg Terminal, Financial Analysis, Finance, Securities, Fund Of Funds, Corporate Actions, Fixed Income, Derivatives, Bonds, Outlook, Cash Management, Financial Reporting
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Louisiana State University 2007 — 2008
Hilary Stromath Hilary Stromath's Fidelity Investments Experience September 2011 - September 2012
Job Territory Sales Manager at Mölnlycke Health Care
Industry Medical Devices
Experience
Mölnlycke Health Care May 2015 - Present
RF Surgical Systems Inc September 2012 - May 2015
Fidelity Investments September 2011 - September 2012
lululemon athletica July 2008 - October 2009
Skills
Surgery, Sales, Operating Room, Medical Devices, Training, Leadership, Public Speaking, Human Resources, Clinical Research, Healthcare, Marketing, Social Media, Customer Service, Relationship Building, Sales Operations, Team Leadership, Social Networking, Social Media Marketing, Cold Calling
Education
Loyola University of Chicago 2002 — 2006
Arts and Sciences, Communications and Political Science
Mira Costa 1999 — 2002
High school diploma, High School/Secondary Diplomas and Certificates
Mölnlycke Health Care May 2015 - Present
RF Surgical Systems Inc September 2012 - May 2015
Fidelity Investments September 2011 - September 2012
lululemon athletica July 2008 - October 2009
Skills
Surgery, Sales, Operating Room, Medical Devices, Training, Leadership, Public Speaking, Human Resources, Clinical Research, Healthcare, Marketing, Social Media, Customer Service, Relationship Building, Sales Operations, Team Leadership, Social Networking, Social Media Marketing, Cold Calling
Education
Loyola University of Chicago 2002 — 2006
Arts and Sciences, Communications and Political Science
Mira Costa 1999 — 2002
High school diploma, High School/Secondary Diplomas and Certificates
Elizabeth Murray, CAP® Elizabeth Murray, CAP®'s Fidelity Investments Experience July 2002 - June 2003
Job Director of Gift Planning at University of Dallas
Industry Financial Services
Experience
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
Tara Gavlak's Fidelity Investments Experience July 2014 - Present
Job Sr. Manager Performance Services at Fidelity Investments
Industry Sports
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2012 - June 2014
GIA Technology March 2012 - August 2012
Dallas Cowboys June 2011 - March 2012
Louisiana Tech University July 2008 - May 2011
Skills
Sports, Television, Microsoft Office, Inventory Management, Scheduling, Advertising, Social Media
Education
Louisiana Tech University 2010 — 2011
MBA, Business Administration
Louisiana Tech University 2006 — 2010
Bachelors, Business Administration
Fidelity Investments July 2014 - Present
Fidelity Investments September 2012 - June 2014
GIA Technology March 2012 - August 2012
Dallas Cowboys June 2011 - March 2012
Louisiana Tech University July 2008 - May 2011
Skills
Sports, Television, Microsoft Office, Inventory Management, Scheduling, Advertising, Social Media
Education
Louisiana Tech University 2010 — 2011
MBA, Business Administration
Louisiana Tech University 2006 — 2010
Bachelors, Business Administration
Kathryn Peets Kathryn Peets's Fidelity Investments Experience January 2010 - April 2011
Job Contract Management Analyst at Inmar
Industry Financial Services
Experience
Inmar January 2014 - Present
Pendant Production September 2005 - Present
Inmar April 2011 - January 2014
Fidelity Investments January 2010 - April 2011
Skills
Voice Over, Voice Acting, Acting, Comedy, Creative Direction, Audio Editing, Entertainment, Sound, Creative Writing, Performing Arts, Video, Editing, Commercials, Video Production, Data Analysis, Film Production, Character Animation, Microsoft Word, Podcasting, Theatre, Screenwriting, Photoshop, Digital Media, Adobe Audition, Recording, Advertising, Microsoft Excel, Storytelling, PowerPoint, Multimedia, Radio, Blogging, Audio Books, Facebook, Singing, Social Networking, Copywriting, Music, Television, Drama, Contract Management, Pharmacy Benefit...
Education
Longwood University 2004 — 2008
Bachelors of Arts, Theatre, 3.75
Inmar January 2014 - Present
Pendant Production September 2005 - Present
Inmar April 2011 - January 2014
Fidelity Investments January 2010 - April 2011
Skills
Voice Over, Voice Acting, Acting, Comedy, Creative Direction, Audio Editing, Entertainment, Sound, Creative Writing, Performing Arts, Video, Editing, Commercials, Video Production, Data Analysis, Film Production, Character Animation, Microsoft Word, Podcasting, Theatre, Screenwriting, Photoshop, Digital Media, Adobe Audition, Recording, Advertising, Microsoft Excel, Storytelling, PowerPoint, Multimedia, Radio, Blogging, Audio Books, Facebook, Singing, Social Networking, Copywriting, Music, Television, Drama, Contract Management, Pharmacy Benefit...
Education
Longwood University 2004 — 2008
Bachelors of Arts, Theatre, 3.75
Jill Pavlicek's Fidelity Investments Experience 2002 - 2006
Job Scheduler at MD Buyline
Industry Information Services
Experience
MD Buyline September 2006 - Present
Fidelity Investments 2002 - 2006
Skills
Customer Service, Project Management, Management, Team Building, Team Leadership, Strategic Planning, Leadership, Training
Education
Louisiana Tech University 1993 — 1998
Bachelor of Science, Human Resource Management
MD Buyline September 2006 - Present
Fidelity Investments 2002 - 2006
Skills
Customer Service, Project Management, Management, Team Building, Team Leadership, Strategic Planning, Leadership, Training
Education
Louisiana Tech University 1993 — 1998
Bachelor of Science, Human Resource Management
Savannah Hughes Savannah Hughes's Fidelity Investments Experience June 2015 - Present
Job Brokerage Operations II at Fidelity Investments
Industry Marketing and Advertising
Experience
The Savvy Adventure August 2015 - Present
Mizu August 2015 - Present
Fidelity Investments June 2015 - Present
Little Lotus January 2014 - Present
Fidelity Investments September 2013 - June 2015
White House Black Market November 2013 - June 2014
JM Direct, INC August 2013 - August 2013
J.Crew April 2013 - June 2013
SHRM Chapter for Liberty University September 2011 - May 2013
HillCityBride.com August 2010 - May 2013
Skills
Great People Skills, Microsoft Office, Typing, Customer Service, Telephone Skills, Data Entry, PowerPoint, Problem Solving, Social Media, Team Building, Business Planning, Editing, English, Event Planning, Event Management, Fundraising, Hiring, Inventory Management, Team Leadership, Online Marketing, Social Networking, Organizing, Planning, Employee Relations, Teamwork, Telecommunications, Usability, Vendor Management, Youth Marketing, Youth Development, Youth Work, YouTube, Microsoft Word, Microsoft Excel, Leadership, Facebook, Access, Project Planning, Sales, Outlook, Retail, Recruiting, Training, Management, Time Management, Critical Thinking, Social Media Marketing, Conflict Resolution, Direct Marketing, Public Relations
Education
Liberty University 2009 — 2013
Business, Marketing and Human Resource Management, Senior
Temple Christian Academy 2006 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
The Savvy Adventure August 2015 - Present
Mizu August 2015 - Present
Fidelity Investments June 2015 - Present
Little Lotus January 2014 - Present
Fidelity Investments September 2013 - June 2015
White House Black Market November 2013 - June 2014
JM Direct, INC August 2013 - August 2013
J.Crew April 2013 - June 2013
SHRM Chapter for Liberty University September 2011 - May 2013
HillCityBride.com August 2010 - May 2013
Skills
Great People Skills, Microsoft Office, Typing, Customer Service, Telephone Skills, Data Entry, PowerPoint, Problem Solving, Social Media, Team Building, Business Planning, Editing, English, Event Planning, Event Management, Fundraising, Hiring, Inventory Management, Team Leadership, Online Marketing, Social Networking, Organizing, Planning, Employee Relations, Teamwork, Telecommunications, Usability, Vendor Management, Youth Marketing, Youth Development, Youth Work, YouTube, Microsoft Word, Microsoft Excel, Leadership, Facebook, Access, Project Planning, Sales, Outlook, Retail, Recruiting, Training, Management, Time Management, Critical Thinking, Social Media Marketing, Conflict Resolution, Direct Marketing, Public Relations
Education
Liberty University 2009 — 2013
Business, Marketing and Human Resource Management, Senior
Temple Christian Academy 2006 — 2009
High School Diploma, High School/Secondary Diplomas and Certificates
Sanjeev Paudel Sanjeev Paudel's Fidelity Investments Experience July 2013 - Present
Job System Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Verizon December 2010 - May 2013
Skills
Computer Engineering, Red Hat Certified..., System..., Unix/Linux System..., Management Information..., Project Management, Software Engineering, Solaris, RHCE, Linux, Perl, ITIL, Servers, VMware, Unix, Shell Scripting, Data Center, Disaster Recovery, Java
Education
Lincoln University (CA) 2007 — 2010
Master's degree, Management Information Systems
TU, Nepal 2002 — 2006
Bachelor's degree, Computer Engineering
Fidelity Investments July 2013 - Present
Verizon December 2010 - May 2013
Skills
Computer Engineering, Red Hat Certified..., System..., Unix/Linux System..., Management Information..., Project Management, Software Engineering, Solaris, RHCE, Linux, Perl, ITIL, Servers, VMware, Unix, Shell Scripting, Data Center, Disaster Recovery, Java
Education
Lincoln University (CA) 2007 — 2010
Master's degree, Management Information Systems
TU, Nepal 2002 — 2006
Bachelor's degree, Computer Engineering
Peter G. Arso Peter G. Arso's Fidelity Investments Experience August 1991 - March 1997
Job Chief Liason at CWG Wireless
Industry Consumer Electronics
Experience
CWG Wireless May 2002 - Present
Alliance Fund Management Group March 1997 - May 2002
Fidelity Investments August 1991 - March 1997
Merrill Lynch, New York, New York September 1986 - August 1991
Skills
New Business Development, Strategic Planning, Sales Management, Sales, Forecasting, Marketing Strategy, Business Strategy, Business Development, Financial Analysis, Budgets, Management, Customer Service
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Science, Finance
CWG Wireless May 2002 - Present
Alliance Fund Management Group March 1997 - May 2002
Fidelity Investments August 1991 - March 1997
Merrill Lynch, New York, New York September 1986 - August 1991
Skills
New Business Development, Strategic Planning, Sales Management, Sales, Forecasting, Marketing Strategy, Business Strategy, Business Development, Financial Analysis, Budgets, Management, Customer Service
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Science, Finance
Tom Painter's Fidelity Investments Experience April 1997 - December 2008
Job Regional Chief Information Officer at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives January 2014 - Present
Consolidated Health Services (CHI) November 2011 - December 2013
Toyota Boshoku America May 2009 - October 2011
Fidelity Investments April 1997 - December 2008
Square D Company 1993 - 1997
Broadwing Communications September 1992 - November 1993
Skills
Strategic Planning, Turnarounds, Team Building, Business Planning, MBA, Computer Science, ITIL, IT Management, Executive Management, Roadmap, IT Infrastructure, CIOs, Software Quality..., Healthcare Information..., Health Information..., EHR, Toyota Way, Six Sigma, Infrastructure, Disaster Recovery, Program Management, Vendor Management, Process Improvement, Requirements Analysis, Project Portfolio..., IT Service Management, SDLC, Project Planning, Strategy, Turn Around Management, Management, Business Analysis
Education
Xavier University 1995 — 2000
MBA
Northern Kentucky University 1992 — 1995
BS
Lipscomb University 1990 — 1992
Catholic Health Initiatives January 2014 - Present
Consolidated Health Services (CHI) November 2011 - December 2013
Toyota Boshoku America May 2009 - October 2011
Fidelity Investments April 1997 - December 2008
Square D Company 1993 - 1997
Broadwing Communications September 1992 - November 1993
Skills
Strategic Planning, Turnarounds, Team Building, Business Planning, MBA, Computer Science, ITIL, IT Management, Executive Management, Roadmap, IT Infrastructure, CIOs, Software Quality..., Healthcare Information..., Health Information..., EHR, Toyota Way, Six Sigma, Infrastructure, Disaster Recovery, Program Management, Vendor Management, Process Improvement, Requirements Analysis, Project Portfolio..., IT Service Management, SDLC, Project Planning, Strategy, Turn Around Management, Management, Business Analysis
Education
Xavier University 1995 — 2000
MBA
Northern Kentucky University 1992 — 1995
BS
Lipscomb University 1990 — 1992
Joshua Eaker Joshua Eaker's Fidelity Investments Experience February 2015 - Present
Job Creative Director, User Experience Design at Fidelity Investments
Industry Design
Experience
Fidelity Investments February 2015 - Present
Freelance / A19 Creative January 2004 - Present
Tamr Inc. February 2014 - January 2015
SapientNitro March 2011 - February 2014
Dramshop Hospitality August 2009 - February 2011
Good Life January 2007 - March 2009
Nanco May 2005 - January 2006
Skills
Graphic Design, Photoshop, Illustrator, Typography, Art Direction, Print, Interactive Marketing, Creative Direction, Art, Interaction Design, Corporate Identity, Logo Design, Concept Development, Graphics, User Interface Design, Posters, Illustration, User Experience
Education
Lindenwood University 1998 — 2001
B.F.A., Graphic Design
Fidelity Investments February 2015 - Present
Freelance / A19 Creative January 2004 - Present
Tamr Inc. February 2014 - January 2015
SapientNitro March 2011 - February 2014
Dramshop Hospitality August 2009 - February 2011
Good Life January 2007 - March 2009
Nanco May 2005 - January 2006
Skills
Graphic Design, Photoshop, Illustrator, Typography, Art Direction, Print, Interactive Marketing, Creative Direction, Art, Interaction Design, Corporate Identity, Logo Design, Concept Development, Graphics, User Interface Design, Posters, Illustration, User Experience
Education
Lindenwood University 1998 — 2001
B.F.A., Graphic Design
William (Bill) Mingione William (Bill) Mingione's Fidelity Investments Experience 1997 - 2007
Job Vice President at Drexel Hamilton
Industry Financial Services
Experience
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Dorisa Johnson Dorisa Johnson's Fidelity Investments Experience December 2003 - March 2010
Job Medical Billing & Coding
Industry Medical Practice
Experience
Amazon April 2012 - Present
Fidelity Investments December 2003 - March 2010
LaRosa's February 2003 - December 2003
Skills
HIPAA, Data Entry, Customer Service, Medical Terminology, Microsoft Excel, Medical Coding, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Healthcare, Access
Education
Lincoln College of Technology 2011 — 2011
Certificate, Medical Billing & Coding
Amazon April 2012 - Present
Fidelity Investments December 2003 - March 2010
LaRosa's February 2003 - December 2003
Skills
HIPAA, Data Entry, Customer Service, Medical Terminology, Microsoft Excel, Medical Coding, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Healthcare, Access
Education
Lincoln College of Technology 2011 — 2011
Certificate, Medical Billing & Coding
Brad Cain's Fidelity Investments Experience 2000 - 2002
Job Investment Executive at Citizens Financial Group Investments
Industry Financial Services
Experience
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Chris Mautone's Fidelity Investments Experience January 1994 - June 1994
Job District Sales Manager Northeast at United Rentals Inc. (Trench Safety)
Industry Construction
Experience
United Rentals Inc. January 2015 - Present
United Rentals Inc. April 2013 - December 2014
Hilti, Inc. December 2006 - April 2013
Hamco Inc June 2003 - December 2006
Neese Industries, Inc January 1996 - June 2003
IBM June 1994 - January 1995
Fidelity Investments January 1994 - June 1994
Skills
Sales, Forecasting, Merchandising, Product Development, Sales Management, Strategic Planning, Key Account Management, New Business Development, Account Management, Direct Sales, Key Account Development, Inventory Management, Inventory Control, Inventory Analysis, SAP, SAP CRM, Microsoft Office, Executive Coaching, Committees, Point of Purchase, Business Travel, Sales Presentations, P&L Responsibility, Operations Management, Financial Analysis, Strategic Financial..., Salesforce.com, Outside Sales, Fleet Management, Product Design, Management, P&L Management, Sales Operations
Education
Louisiana State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
United Rentals Inc. January 2015 - Present
United Rentals Inc. April 2013 - December 2014
Hilti, Inc. December 2006 - April 2013
Hamco Inc June 2003 - December 2006
Neese Industries, Inc January 1996 - June 2003
IBM June 1994 - January 1995
Fidelity Investments January 1994 - June 1994
Skills
Sales, Forecasting, Merchandising, Product Development, Sales Management, Strategic Planning, Key Account Management, New Business Development, Account Management, Direct Sales, Key Account Development, Inventory Management, Inventory Control, Inventory Analysis, SAP, SAP CRM, Microsoft Office, Executive Coaching, Committees, Point of Purchase, Business Travel, Sales Presentations, P&L Responsibility, Operations Management, Financial Analysis, Strategic Financial..., Salesforce.com, Outside Sales, Fleet Management, Product Design, Management, P&L Management, Sales Operations
Education
Louisiana State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Jonathan Brecheen's Fidelity Investments Experience July 2006 - January 2012
Job Corporate Support Engineer at FactSet Research Systems
Industry Information Technology and Services
Experience
IPsoft July 2014 - November 2014
Accretive Health May 2014 - June 2014
XTO Energy February 2012 - February 2014
Fidelity Investments July 2006 - January 2012
IPOWER November 2005 - May 2006
Cable One August 2004 - November 2005
I-55 Internet Services July 2003 - July 2004
Louisiana State University August 2001 - May 2003
Education
Louisiana State University 1998 — 2003
IPsoft July 2014 - November 2014
Accretive Health May 2014 - June 2014
XTO Energy February 2012 - February 2014
Fidelity Investments July 2006 - January 2012
IPOWER November 2005 - May 2006
Cable One August 2004 - November 2005
I-55 Internet Services July 2003 - July 2004
Louisiana State University August 2001 - May 2003
Education
Louisiana State University 1998 — 2003
GLEN FISHER GLEN FISHER's Fidelity Investments Experience 2006 - 2007
Job Financial Aid Officer at Durham Technical Community College
Industry Higher Education
Experience
Durham Technical Community College April 2012 - Present
North Carolina Central University October 2009 - March 2012
Blue Cross and Blue Shield of NC 2008 - 2009
Kaplan University October 2007 - May 2008
Fidelity Investments 2006 - 2007
Skills
Higher Education, Nonprofits, Research, Student Affairs, Higher Education...
Education
North Carolina Central University 2011 — 2013
MPA, Public Administration
North Carolina Central University 2001 — 2003
BA, History
Livingstone College 1997 — 1999
Bachelor of Arts, History
Durham Technical Community College April 2012 - Present
North Carolina Central University October 2009 - March 2012
Blue Cross and Blue Shield of NC 2008 - 2009
Kaplan University October 2007 - May 2008
Fidelity Investments 2006 - 2007
Skills
Higher Education, Nonprofits, Research, Student Affairs, Higher Education...
Education
North Carolina Central University 2011 — 2013
MPA, Public Administration
North Carolina Central University 2001 — 2003
BA, History
Livingstone College 1997 — 1999
Bachelor of Arts, History
Lionel Claxton Lionel Claxton's Fidelity Investments Experience 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Darur Venugopal's Fidelity Investments Experience August 2011 - July 2013
Job Sr Software XML Gateway(CA Layer7) Developer at General Motors
Industry Information Technology and Services
Experience
General Motors January 2014 - Present
Geenral Motors 2014 - 2015
Geenral Motors 2014 - 2015
Fidelity Investments August 2011 - July 2013
Bank of America January 2010 - July 2011
Fidelity Investments May 2008 - January 2010
Bank of America May 2007 - June 2008
Walgreens August 2006 - May 2007
IBM Global Services 2005 - 2006
Applabs Technologies 2004 - 2006
Skills
Spring, Hibernate, Oracle, Java Enterprise Edition, Agile Methodologies, Web Services, SOA, SDLC, Requirements Analysis, Software Project..., Websphere, Business Intelligence, Eclipse, Microsoft SQL Server, DB2, PL/SQL, Weblogic, Struts, Enterprise Architecture, JSP, Unix, Tomcat, Ant, SOAP, JBoss Application Server, EJB, JDBC, Spring Framework, WebLogic, WebSphere, XML
Education
London Metropolitan University 2001 — 2003
Master's degree in Computer Science, Computer Science
Osmania University
Vijay Public School Armoor
Vijay Public School Armoor
General Motors January 2014 - Present
Geenral Motors 2014 - 2015
Geenral Motors 2014 - 2015
Fidelity Investments August 2011 - July 2013
Bank of America January 2010 - July 2011
Fidelity Investments May 2008 - January 2010
Bank of America May 2007 - June 2008
Walgreens August 2006 - May 2007
IBM Global Services 2005 - 2006
Applabs Technologies 2004 - 2006
Skills
Spring, Hibernate, Oracle, Java Enterprise Edition, Agile Methodologies, Web Services, SOA, SDLC, Requirements Analysis, Software Project..., Websphere, Business Intelligence, Eclipse, Microsoft SQL Server, DB2, PL/SQL, Weblogic, Struts, Enterprise Architecture, JSP, Unix, Tomcat, Ant, SOAP, JBoss Application Server, EJB, JDBC, Spring Framework, WebLogic, WebSphere, XML
Education
London Metropolitan University 2001 — 2003
Master's degree in Computer Science, Computer Science
Osmania University
Vijay Public School Armoor
Vijay Public School Armoor
ericka marra ericka marra's Fidelity Investments Experience June 2013 - Present
Job Customer Service Superstar/Retail/Customer Support/Retention Management/Sales Support
Industry Retail
Experience
Fidelity Investments June 2013 - Present
Verizon Wireless July 2006 - December 2012
Value Cellular June 2000 - June 2006
Skills
Sales, Call Centers, Customer Service, Telecommunications, Direct Sales, Sales Management, Account Management, Solution Selling, Customer Retention, Sales Operations, Customer Satisfaction, Wireless, Cold Calling, Customer Experience, Retail, Sales Process, B2B, Income Statement, Salesforce.com, Training
Education
Strayer University 2010 — 2011
Louisburg College 1991 — 1993
Fidelity Investments June 2013 - Present
Verizon Wireless July 2006 - December 2012
Value Cellular June 2000 - June 2006
Skills
Sales, Call Centers, Customer Service, Telecommunications, Direct Sales, Sales Management, Account Management, Solution Selling, Customer Retention, Sales Operations, Customer Satisfaction, Wireless, Cold Calling, Customer Experience, Retail, Sales Process, B2B, Income Statement, Salesforce.com, Training
Education
Strayer University 2010 — 2011
Louisburg College 1991 — 1993
Jordan Boyce Jordan Boyce's Fidelity Investments Experience October 2014 - Present
Job Founder & President: the Golden State Marathon Series
Industry Consumer Services
Experience
The Golden State Marathon Series October 2011 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Trilogy Financial Services November 2012 - June 2013
UC San Diego Bookstore June 2008 - December 2009
Linköping University September 2006 - June 2007
UC San Diego Sports Facility Office October 2004 - June 2006
Apple Inc. October 2003 - January 2004
Skills
Familiarity with Java &..., Proficient with MS..., Proficient in Adobe..., Intermediate..., Product Development, Concept Development, Concept Design, Design Thinking, Brand Developement, Operations Management, New Product..., Project Management, Marketing Strategy, Social Media Marketing, SEO, Storyboarding, Brand Positioning..., User Experience, Brand Development, Sales, Event Management
Education
University of Oslo 2010 — 2016
Dr.Philos., Scandinavian History
Linköping University 2006 — 2007
M.Phil., Scandinavian History, VG+ - Magna Cum Laude
UC San Diego 2004 — 2006
BA, History, 3.70 - Cum Laude
Palomar College 2000 — 2001
AA, Liberal Arts, 3.77 - Cum Laude
The Golden State Marathon Series October 2011 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments June 2013 - October 2014
Trilogy Financial Services November 2012 - June 2013
UC San Diego Bookstore June 2008 - December 2009
Linköping University September 2006 - June 2007
UC San Diego Sports Facility Office October 2004 - June 2006
Apple Inc. October 2003 - January 2004
Skills
Familiarity with Java &..., Proficient with MS..., Proficient in Adobe..., Intermediate..., Product Development, Concept Development, Concept Design, Design Thinking, Brand Developement, Operations Management, New Product..., Project Management, Marketing Strategy, Social Media Marketing, SEO, Storyboarding, Brand Positioning..., User Experience, Brand Development, Sales, Event Management
Education
University of Oslo 2010 — 2016
Dr.Philos., Scandinavian History
Linköping University 2006 — 2007
M.Phil., Scandinavian History, VG+ - Magna Cum Laude
UC San Diego 2004 — 2006
BA, History, 3.70 - Cum Laude
Palomar College 2000 — 2001
AA, Liberal Arts, 3.77 - Cum Laude
Ahmad K. Paige's Fidelity Investments Experience July 2015 - Present
Job Athletic Administration, Information Technology, Finance and Accounting
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
UNC Health Care August 2014 - July 2015
Duke University Athletics June 2013 - July 2014
Duke University Athletics April 2012 - June 2013
Duke University Athletics February 2012 - April 2012
Skills
Sports Management, Sports, Social Media, Research, Athletics, Volunteer Management, Editing, Program Development, Strategic Planning, Teamwork, Time Management, Access, Leadership, Student Development, Intercollegiate..., Higher Education, Event Planning, Event Management, Facebook, Public Speaking
Education
Western Kentucky University 2012 — 2013
Master of Business Administration (M.B.A.), Sport and Fitness Administration/Management
Louisiana Tech University 2009 — 2011
Bachelor’s Degree, Art/Art Studies, General
University of Tennessee-Knoxville 2007 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Fidelity Investments July 2015 - Present
UNC Health Care August 2014 - July 2015
Duke University Athletics June 2013 - July 2014
Duke University Athletics April 2012 - June 2013
Duke University Athletics February 2012 - April 2012
Skills
Sports Management, Sports, Social Media, Research, Athletics, Volunteer Management, Editing, Program Development, Strategic Planning, Teamwork, Time Management, Access, Leadership, Student Development, Intercollegiate..., Higher Education, Event Planning, Event Management, Facebook, Public Speaking
Education
Western Kentucky University 2012 — 2013
Master of Business Administration (M.B.A.), Sport and Fitness Administration/Management
Louisiana Tech University 2009 — 2011
Bachelor’s Degree, Art/Art Studies, General
University of Tennessee-Knoxville 2007 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Thomas White's Fidelity Investments Experience 1983 - 1988
Job SVP at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2004 - Present
TIAA-CREF Individual and Institutional Client Services, LLC 2004 - Present
Scudder Kemper Investments 1996 - 2001
Citibank 1994 - 1996
Fidelity Investments 1983 - 1988
Skills
Financial Services, Strategy, Product Marketing, Mutual Funds, Marketing Strategy, Relationship Management, Segmentation, Series 7, Analytics, Market Research, Marketing, Direct Marketing, B2B, Leadership, Asset Allocation, Investments, Series 63, Alternative Investments, Strategic Partnerships, Securities, Portfolio Management, Retirement, 401k, Retirement Planning, Wealth Management
Education
Louisiana Tech University 1982 — 1983
Master of Arts, English
Louisiana Tech University 1978 — 1982
Bachelor of Arts, Journalism
TIAA-CREF August 2004 - Present
TIAA-CREF Individual and Institutional Client Services, LLC 2004 - Present
Scudder Kemper Investments 1996 - 2001
Citibank 1994 - 1996
Fidelity Investments 1983 - 1988
Skills
Financial Services, Strategy, Product Marketing, Mutual Funds, Marketing Strategy, Relationship Management, Segmentation, Series 7, Analytics, Market Research, Marketing, Direct Marketing, B2B, Leadership, Asset Allocation, Investments, Series 63, Alternative Investments, Strategic Partnerships, Securities, Portfolio Management, Retirement, 401k, Retirement Planning, Wealth Management
Education
Louisiana Tech University 1982 — 1983
Master of Arts, English
Louisiana Tech University 1978 — 1982
Bachelor of Arts, Journalism
Robert Rohit Millstein Robert Rohit Millstein's Fidelity Investments Experience April 2008 - November 2008
Job Investment Manager
Industry Financial Services
Experience
Millstein Advisors, LLC September 2009 - Present
Self 1991 - Present
AAII Houston Chapter 2010 - Present
Pilot Real Estate Group November 2008 - March 2009
Fidelity Investments April 2008 - November 2008
Millstein Investment Management May 2002 - March 2008
Sussex Place Ventures 2000 - 2001
Compliance Tools, Inc. 1998 - 1998
Kripalu Center for Yoga and Health 1989 - 1991
Relay Communications June 1982 - December 1988
Education
London Business School 1999 — 2000
M.Sc. with Distinction, General Management
University of Chicago 1974 — 1977
B.A. Honors, Economics
International School Eerde 1972 — 1974
Millstein Advisors, LLC September 2009 - Present
Self 1991 - Present
AAII Houston Chapter 2010 - Present
Pilot Real Estate Group November 2008 - March 2009
Fidelity Investments April 2008 - November 2008
Millstein Investment Management May 2002 - March 2008
Sussex Place Ventures 2000 - 2001
Compliance Tools, Inc. 1998 - 1998
Kripalu Center for Yoga and Health 1989 - 1991
Relay Communications June 1982 - December 1988
Education
London Business School 1999 — 2000
M.Sc. with Distinction, General Management
University of Chicago 1974 — 1977
B.A. Honors, Economics
International School Eerde 1972 — 1974
Seth Lee Seth Lee's Fidelity Investments Experience January 2011 - July 2012
Job Software Engineer at Vestmark
Industry Information Technology and Services
Experience
Vestmark June 2015 - Present
ZoomInfo January 2014 - May 2015
Fidelity Investments January 2011 - July 2012
Fidelity Investments July 2006 - December 2010
Fidelity Investments November 2003 - July 2006
SunGard Data Systems October 2001 - November 2003
SunGard Data Systems March 1998 - October 2001
SunGard Data Systems July 1997 - March 1998
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Oracle, Unix, Web Services, SQL, Java, Perl, Vendor Management, SOA, PL/SQL, SharePoint, Derivatives, XML, Spring, Struts, PHP, JSP, Hibernate, CSS, HTML, Eclipse, JavaScript, Apache Tiles, Maven2, Jenkins, JBoss Application Server, Tomcat, SPL, MySQL, Android SDK, Microsoft Office, Servlets, Github, NetBeans, SQL*Plus, JIRA, Software Engineering, JSON, Microsoft SQL Server, Hudson, JUnit, EasyMock, IoC, JSTL, jQuery, Tortoise SVN, Hadoop
Education
Northeastern University 2012 — 2014
Master's Degree, Computer Systems Engineering
Loyola University of Chicago 1993 — 1997
B.S., Mathematics
Vestmark June 2015 - Present
ZoomInfo January 2014 - May 2015
Fidelity Investments January 2011 - July 2012
Fidelity Investments July 2006 - December 2010
Fidelity Investments November 2003 - July 2006
SunGard Data Systems October 2001 - November 2003
SunGard Data Systems March 1998 - October 2001
SunGard Data Systems July 1997 - March 1998
Skills
SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Oracle, Unix, Web Services, SQL, Java, Perl, Vendor Management, SOA, PL/SQL, SharePoint, Derivatives, XML, Spring, Struts, PHP, JSP, Hibernate, CSS, HTML, Eclipse, JavaScript, Apache Tiles, Maven2, Jenkins, JBoss Application Server, Tomcat, SPL, MySQL, Android SDK, Microsoft Office, Servlets, Github, NetBeans, SQL*Plus, JIRA, Software Engineering, JSON, Microsoft SQL Server, Hudson, JUnit, EasyMock, IoC, JSTL, jQuery, Tortoise SVN, Hadoop
Education
Northeastern University 2012 — 2014
Master's Degree, Computer Systems Engineering
Loyola University of Chicago 1993 — 1997
B.S., Mathematics
Alla Rozenbaoum Alla Rozenbaoum's Fidelity Investments Experience November 2000 - August 2002
Job QA Analyst at RBC
Industry Financial Services
Experience
RBC December 2012 - Present
BMO Financial Group May 2010 - November 2012
Northbridge Insurance January 2007 - November 2009
Northbridge Insurance October 2002 - January 2007
Fidelity Investments November 2000 - August 2002
Systems Xcellence (SXC) July 1998 - November 2000
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Test Planning, Quality Center, Agile Methodologies, Visio, Software Project..., Process Improvement, Testing, Integration, Training, Business Intelligence, ETL, Oracle, Data Warehousing, PL/SQL, Software Development, Microsoft SQL Server, Quality Assurance, Enterprise Software, Management, Systems Analysis, DB2, Business Process, Software Documentation, SharePoint, Software Quality..., Business Process..., Waterfall, HP Quality Center
Education
Lomonosov Moscow State University (MSU) 1980 — 1986
Masters, Philology
Almaty State University of Foreign Languages 1976 — 1986
Master, Languages and Literature
RBC December 2012 - Present
BMO Financial Group May 2010 - November 2012
Northbridge Insurance January 2007 - November 2009
Northbridge Insurance October 2002 - January 2007
Fidelity Investments November 2000 - August 2002
Systems Xcellence (SXC) July 1998 - November 2000
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Test Planning, Quality Center, Agile Methodologies, Visio, Software Project..., Process Improvement, Testing, Integration, Training, Business Intelligence, ETL, Oracle, Data Warehousing, PL/SQL, Software Development, Microsoft SQL Server, Quality Assurance, Enterprise Software, Management, Systems Analysis, DB2, Business Process, Software Documentation, SharePoint, Software Quality..., Business Process..., Waterfall, HP Quality Center
Education
Lomonosov Moscow State University (MSU) 1980 — 1986
Masters, Philology
Almaty State University of Foreign Languages 1976 — 1986
Master, Languages and Literature
Carolyn Manis Sorensen's Fidelity Investments Experience December 2011 - Present
Job Director, Architecture
Industry Computer Software
Experience
Fidelity Investments December 2011 - Present
Skills
SSO, OAuth, Identity Federation, C#, Authentication, Security, SAML 2.0, Computer Security, Tomcat, REST, Java, Identity Management, .NET, Solution Architecture, Enterprise Architecture, Information Security, Mobile Authentication, OpenID, Agile Methodologies
Education
Linköping University 1999 — 2004
M.Sc.
Fidelity Investments December 2011 - Present
Skills
SSO, OAuth, Identity Federation, C#, Authentication, Security, SAML 2.0, Computer Security, Tomcat, REST, Java, Identity Management, .NET, Solution Architecture, Enterprise Architecture, Information Security, Mobile Authentication, OpenID, Agile Methodologies
Education
Linköping University 1999 — 2004
M.Sc.
Russell Anwar Russell Anwar's Fidelity Investments Experience November 2012 - June 2014
Job
Industry
Experience
919 Marketing November 2014 - Present
Fidelity Investments November 2012 - June 2014
Prudential Investment Management June 2011 - May 2012
UNX Inc April 2010 - May 2011
Roubini Global Economics May 2009 - April 2010
Welch Capital Partners January 2002 - June 2008
Tillman Research / G2 Trading October 2001 - December 2001
Education
Loma Linda University
Bachelor of Arts, Business Administration
919 Marketing November 2014 - Present
Fidelity Investments November 2012 - June 2014
Prudential Investment Management June 2011 - May 2012
UNX Inc April 2010 - May 2011
Roubini Global Economics May 2009 - April 2010
Welch Capital Partners January 2002 - June 2008
Tillman Research / G2 Trading October 2001 - December 2001
Education
Loma Linda University
Bachelor of Arts, Business Administration
Natalia Kilpatrick Natalia Kilpatrick's Fidelity Investments Experience June 2011 - February 2012
Job Guidance Counselor at Wake County Public School System
Industry Higher Education
Experience
Wake County Public School System October 2013 - Present
Peoplefluent February 2012 - August 2013
Fidelity Investments June 2011 - February 2012
Mount Olive College November 2010 - June 2011
City University of New York September 2007 - November 2010
BShapiro Financial May 2007 - September 2007
Prescription Headquarters June 1999 - September 2007
Skills
Onboarding, College Recruiting, Program Management, Higher Education, Event Planning, Leadership, Community Outreach, College Counseling, Student Counseling, Education, Vendor Management, Training, Staff Development, Career Counseling, Human Resources, Research, Marketing, Time Management
Education
Long Island University, C.W. Post Campus 2005 — 2007
Master of Science, School Counseling
Quinnipiac University 2001 — 2005
Bachelor of Arts, Psychology
The John Felice Rome Center 2004 — 2004
Wake County Public School System October 2013 - Present
Peoplefluent February 2012 - August 2013
Fidelity Investments June 2011 - February 2012
Mount Olive College November 2010 - June 2011
City University of New York September 2007 - November 2010
BShapiro Financial May 2007 - September 2007
Prescription Headquarters June 1999 - September 2007
Skills
Onboarding, College Recruiting, Program Management, Higher Education, Event Planning, Leadership, Community Outreach, College Counseling, Student Counseling, Education, Vendor Management, Training, Staff Development, Career Counseling, Human Resources, Research, Marketing, Time Management
Education
Long Island University, C.W. Post Campus 2005 — 2007
Master of Science, School Counseling
Quinnipiac University 2001 — 2005
Bachelor of Arts, Psychology
The John Felice Rome Center 2004 — 2004
Pamela Haire Pamela Haire's Fidelity Investments Experience 2007 - 2008
Job Sr. Active Support Coordinator at Biogen
Industry Biotechnology
Experience
Biogen June 2008 - Present
Biogen 2012 - Present
Fidelity Investments 2007 - 2008
CareMore Pharmacy 2004 - 2006
Skills
Biotechnology, Pharmaceutical Industry, FDA, Sop, Lifesciences, GMP, Validation, Organizational..., Customer Service, Microsoft Excel, HIPAA, Nonprofits, Organization, PowerPoint, Youth Development, Youth Mentoring, Marketing, Leadership, Project Management, Coaching, Public Speaking, Strategic Planning
Education
Louisburg College
Pre-Medicine/Pre-Medical Studies
NC State University
Computer Science
Biogen June 2008 - Present
Biogen 2012 - Present
Fidelity Investments 2007 - 2008
CareMore Pharmacy 2004 - 2006
Skills
Biotechnology, Pharmaceutical Industry, FDA, Sop, Lifesciences, GMP, Validation, Organizational..., Customer Service, Microsoft Excel, HIPAA, Nonprofits, Organization, PowerPoint, Youth Development, Youth Mentoring, Marketing, Leadership, Project Management, Coaching, Public Speaking, Strategic Planning
Education
Louisburg College
Pre-Medicine/Pre-Medical Studies
NC State University
Computer Science
Alex Clavelle's Fidelity Investments Experience May 2013 - Present
Job Javascript Developer at Envoc
Industry Computer Software
Experience
Envoc May 2015 - Present
LSU ITS December 2013 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments May 2014 - August 2014
Louisiana State University September 2013 - December 2013
Electronic Arts April 2012 - April 2013
Skills
JavaScript, Angular.js, Node.js, HTML, CSS, Java, Linux, Xen, Virtualization, Web Development, Windows, VirtualBox, Graphic Design, Photoshop, Visual Studio, Web Design, C#, Apache 2, Linux Server, Illustrator, Backbone.js, Microsoft Orleans
Education
L.S.U. 2011 — 2015
Bachelor of Engineering (B.E.), Computer Software Engineering
Louisiana State University 2011 — 2015
Computer Science
Envoc May 2015 - Present
LSU ITS December 2013 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments May 2014 - August 2014
Louisiana State University September 2013 - December 2013
Electronic Arts April 2012 - April 2013
Skills
JavaScript, Angular.js, Node.js, HTML, CSS, Java, Linux, Xen, Virtualization, Web Development, Windows, VirtualBox, Graphic Design, Photoshop, Visual Studio, Web Design, C#, Apache 2, Linux Server, Illustrator, Backbone.js, Microsoft Orleans
Education
L.S.U. 2011 — 2015
Bachelor of Engineering (B.E.), Computer Software Engineering
Louisiana State University 2011 — 2015
Computer Science
Jessica W's Fidelity Investments Experience 2012 - 2012
Job Computer Engineering Student at N/A
Industry Military
Experience
N/A August 2010 - Present
Fidelity Investments 2012 - 2012
Skills
Engineering, SolidWorks
Education
Louisiana State University 2010 — 2015
B.S. Computer Engineering, Engineering
N/A August 2010 - Present
Fidelity Investments 2012 - 2012
Skills
Engineering, SolidWorks
Education
Louisiana State University 2010 — 2015
B.S. Computer Engineering, Engineering
Jonathan Varenchik, CFP Jonathan Varenchik, CFP's Fidelity Investments Experience January 2013 - December 2013
Job Executive Director, Market Director at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2013 - Present
Fidelity Investments January 2013 - December 2013
Morgan Stanley August 2001 - October 2012
Skills
Certified Financial..., Series 7
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
Finance & Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 1998
Business - Finance
Chaminade College Prep. 1992 — 1996
JPMorgan Chase & Co. December 2013 - Present
Fidelity Investments January 2013 - December 2013
Morgan Stanley August 2001 - October 2012
Skills
Certified Financial..., Series 7
Education
Loyola Marymount University, College of Business Administration 1998 — 2001
Finance & Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 1998
Business - Finance
Chaminade College Prep. 1992 — 1996
Scott McNeill, PMP Scott McNeill, PMP's Fidelity Investments Experience Proposals and Tools, Sr. Mgr.Nortel1980 - 2006
Job Program Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments Proposals and Tools, Sr. Mgr.Nortel1980 - 2006
Skills
PMP, Process Improvement, PMO, Program Management, Vendor Management, SharePoint, Visio, Project Portfolio..., Management, IT Strategy, SDLC, Requirements Gathering, Requirements Analysis, Resource Management, Leadership, MS Project, Project Management, Business Analysis, Six Sigma, Strategic Planning, Change Management, Cross-functional Team..., Agile Methodologies, Project Delivery, Software Project..., Integration, Business Process..., Risk Management, Outsourcing
Education
Liberty University 1991 — 1995
Fidelity Investments Proposals and Tools, Sr. Mgr.Nortel1980 - 2006
Skills
PMP, Process Improvement, PMO, Program Management, Vendor Management, SharePoint, Visio, Project Portfolio..., Management, IT Strategy, SDLC, Requirements Gathering, Requirements Analysis, Resource Management, Leadership, MS Project, Project Management, Business Analysis, Six Sigma, Strategic Planning, Change Management, Cross-functional Team..., Agile Methodologies, Project Delivery, Software Project..., Integration, Business Process..., Risk Management, Outsourcing
Education
Liberty University 1991 — 1995
Paul Trent Paul Trent's Fidelity Investments Experience October 2011 - October 2012
Job Quality Engineer III at MicroPact
Industry Publishing
Experience
MicroPact October 2012 - Present
Fidelity Investments October 2011 - October 2012
Dex One July 2007 - August 2011
Dex One February 2005 - February 2007
Dex One February 2003 - January 2005
Dex One March 1997 - January 2003
Skills
Quality Center, SQL, SDLC, Web Browser Testing
Education
Longwood University 1994 — 1996
B.S., Psychology
MicroPact October 2012 - Present
Fidelity Investments October 2011 - October 2012
Dex One July 2007 - August 2011
Dex One February 2005 - February 2007
Dex One February 2003 - January 2005
Dex One March 1997 - January 2003
Skills
Quality Center, SQL, SDLC, Web Browser Testing
Education
Longwood University 1994 — 1996
B.S., Psychology
Ryan D. Welch, MBA Ryan D. Welch, MBA's Fidelity Investments Experience January 1996 - January 1997
Job President/Owner at The Cleaning Authority
Industry Consumer Services
Experience
The Cleaning Authority April 2015 - Present
Stock Trader August 2014 - April 2015
Pinnacle Bank July 2013 - July 2014
Federal Home Loan Bank of Dallas November 2005 - July 2013
Federal Home Loan Bank of Dallas October 2002 - November 2005
Cornerstone Securities January 1997 - October 2002
Fidelity Investments January 1996 - January 1997
Skills
Financial Risk, Derivatives, Financial Analysis, Valuation, Finance, Investments, Trading
Education
Louisiana Tech University 1994 — 1996
Masters Degree, Business Administration
Ouachita Baptist University 1990 — 1994
Bachelor of Arts, Accounting
The Cleaning Authority April 2015 - Present
Stock Trader August 2014 - April 2015
Pinnacle Bank July 2013 - July 2014
Federal Home Loan Bank of Dallas November 2005 - July 2013
Federal Home Loan Bank of Dallas October 2002 - November 2005
Cornerstone Securities January 1997 - October 2002
Fidelity Investments January 1996 - January 1997
Skills
Financial Risk, Derivatives, Financial Analysis, Valuation, Finance, Investments, Trading
Education
Louisiana Tech University 1994 — 1996
Masters Degree, Business Administration
Ouachita Baptist University 1990 — 1994
Bachelor of Arts, Accounting
John Natale John Natale's Fidelity Investments Experience January 2004 - April 2006
Job Social Media Writer and Content Strategist
Industry Public Relations and Communications
Experience
Wells Fargo June 2014 - Present
IBM September 2012 - June 2014
Liberty Mutual February 2010 - September 2012
Liberty Mutual Group September 2007 - February 2010
Northeastern University April 2006 - September 2007
Fidelity Investments January 2004 - April 2006
Fidelity Investments October 2002 - January 2004
Fidelity Investments December 2000 - October 2002
Fidelity Investments August 1999 - December 2000
Skills
Strategic Communications, Public Relations, Corporate Communications, Social Media, Blogging, Creative Writing, Leadership, Talking Points, Project Management, Newsletters, Content Development, Internal Communications, Creative Direction, Online Content Creation, Community Marketing, Message Development, Writing, Copywriting, SEO copywriting, Marketing Communications, Content Strategy, Editorial, Corporate Social..., Web Content, Web Content Management, Editing, Thought Leadership, Digital Media, Content Marketing
Education
Loyola University Maryland 1995 — 1999
Communications, Advertising, Journalism, Graphic Design
Wells Fargo June 2014 - Present
IBM September 2012 - June 2014
Liberty Mutual February 2010 - September 2012
Liberty Mutual Group September 2007 - February 2010
Northeastern University April 2006 - September 2007
Fidelity Investments January 2004 - April 2006
Fidelity Investments October 2002 - January 2004
Fidelity Investments December 2000 - October 2002
Fidelity Investments August 1999 - December 2000
Skills
Strategic Communications, Public Relations, Corporate Communications, Social Media, Blogging, Creative Writing, Leadership, Talking Points, Project Management, Newsletters, Content Development, Internal Communications, Creative Direction, Online Content Creation, Community Marketing, Message Development, Writing, Copywriting, SEO copywriting, Marketing Communications, Content Strategy, Editorial, Corporate Social..., Web Content, Web Content Management, Editing, Thought Leadership, Digital Media, Content Marketing
Education
Loyola University Maryland 1995 — 1999
Communications, Advertising, Journalism, Graphic Design
Nicholas Debnam Nicholas Debnam's Fidelity Investments Experience January 2013 - June 2013
Job Windows Platforms Client & Server Support Escalation Engineer
Industry Computer Software
Experience
Microsoft April 2015 - Present
Microsoft July 2013 - Present
Fidelity Investments January 2013 - June 2013
Limestone College 2010 - 2012
Limestone College January 2011 - May 2011
North Carolina Department of Transportation May 2010 - August 2010
Skills
Played 4 years of..., Microsoft Office, Networking, Programming, Public Speaking, PowerPoint, Access, Higher Education, Customer Service, Microsoft Excel, Mentoring, Enterprise Support, Windows, Windows Server
Education
Limestone College 2009 — 2012
Bachelor of Science (B.S.), Computer Science/Information Technology
Limestone College 2009 — 2012
Computer Science & Information Technology; and
UNC Chapel Hill 2008 — 2009
Cary Academy 2006 — 2008
High School Diploma
Microsoft April 2015 - Present
Microsoft July 2013 - Present
Fidelity Investments January 2013 - June 2013
Limestone College 2010 - 2012
Limestone College January 2011 - May 2011
North Carolina Department of Transportation May 2010 - August 2010
Skills
Played 4 years of..., Microsoft Office, Networking, Programming, Public Speaking, PowerPoint, Access, Higher Education, Customer Service, Microsoft Excel, Mentoring, Enterprise Support, Windows, Windows Server
Education
Limestone College 2009 — 2012
Bachelor of Science (B.S.), Computer Science/Information Technology
Limestone College 2009 — 2012
Computer Science & Information Technology; and
UNC Chapel Hill 2008 — 2009
Cary Academy 2006 — 2008
High School Diploma
Na'Kia Ricks's Fidelity Investments Experience May 2013 - August 2013
Job Project Management Intern at CRIF Lending Solutions
Industry Information Technology and Services
Experience
CRIF Lending Solutions February 2015 - Present
Louisiana State University August 2012 - August 2015
Dell September 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Morehouse School of Medicine May 2005 - August 2005
Skills
Microsoft Office, Visual Basic, Yahoo, YouTube, Windows 7, Windows Vista, iPhone Support, Mathematics, Beginner Computer..., Piano, Weebly, Android, Databases, Time Management, Leadership, Project Planning, Facebook, Project Management, Public Speaking, Research, Information Technology, Social Media, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Windows
Education
Louisiana State University and Agricultural and Mechanical College 2011 — 2015
Bachelor’s Degree, Information Technology
CRIF Lending Solutions February 2015 - Present
Louisiana State University August 2012 - August 2015
Dell September 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Morehouse School of Medicine May 2005 - August 2005
Skills
Microsoft Office, Visual Basic, Yahoo, YouTube, Windows 7, Windows Vista, iPhone Support, Mathematics, Beginner Computer..., Piano, Weebly, Android, Databases, Time Management, Leadership, Project Planning, Facebook, Project Management, Public Speaking, Research, Information Technology, Social Media, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Teamwork, Data Analysis, Windows
Education
Louisiana State University and Agricultural and Mechanical College 2011 — 2015
Bachelor’s Degree, Information Technology
Rick Adamson's Fidelity Investments Experience February 2014 - Present
Job
Industry Computer Software
Experience
Fidelity Investments February 2014 - Present
SportsMEDIA Technology Corp August 2012 - February 2014
SportsMEDIA Technology Corp August 2011 - September 2012
American Research Institiute December 2002 - August 2011
Global Knowledge October 1999 - August 2002
American Council on Education August 1998 - October 1999
Learning Tree International September 1995 - August 1998
Learning Tree International October 1992 - September 1995
Learning Tree International October 1989 - October 1992
Skills
Management, Project Management, Change Management, Leadership Development, Strategic Planning, Business Analysis, Learning Management, Product Development, Leadership, Training, Product Management, Marketing, Process Improvement, Start-ups, Product Marketing, Strategy, Program Management, Cross-functional Team..., Team Leadership, Sales, Team Management, Account Management, Marketing Strategy, Business Development, Operations Management, Executive Management, Management Consulting, Troubleshooting, Networking, Social Media, Customer Satisfaction, Team Building, New Business Development, Sales Operations, Quality Assurance, Coaching, Software Development, E-Learning, Entrepreneurship, Customer Service, Business Process
Education
Loyola Marymount University, College of Business Administration 1988 — 1989
MBA
Loyola Marymount University, College of Business Administration 1986 — 1988
BBA
Venice 1980 — 1982
Fidelity Investments February 2014 - Present
SportsMEDIA Technology Corp August 2012 - February 2014
SportsMEDIA Technology Corp August 2011 - September 2012
American Research Institiute December 2002 - August 2011
Global Knowledge October 1999 - August 2002
American Council on Education August 1998 - October 1999
Learning Tree International September 1995 - August 1998
Learning Tree International October 1992 - September 1995
Learning Tree International October 1989 - October 1992
Skills
Management, Project Management, Change Management, Leadership Development, Strategic Planning, Business Analysis, Learning Management, Product Development, Leadership, Training, Product Management, Marketing, Process Improvement, Start-ups, Product Marketing, Strategy, Program Management, Cross-functional Team..., Team Leadership, Sales, Team Management, Account Management, Marketing Strategy, Business Development, Operations Management, Executive Management, Management Consulting, Troubleshooting, Networking, Social Media, Customer Satisfaction, Team Building, New Business Development, Sales Operations, Quality Assurance, Coaching, Software Development, E-Learning, Entrepreneurship, Customer Service, Business Process
Education
Loyola Marymount University, College of Business Administration 1988 — 1989
MBA
Loyola Marymount University, College of Business Administration 1986 — 1988
BBA
Venice 1980 — 1982
Kristen White's Fidelity Investments Experience September 2013 - December 2014
Job Administrator and Communicator
Industry Oil & Energy
Experience
ExxonMobil January 2015 - Present
Fidelity Investments September 2013 - December 2014
DSW October 2012 - September 2013
Galaxy Counseling Center January 2013 - August 2013
University of North Texas February 2012 - May 2012
Behavioral Innovations May 2011 - May 2012
South Baton Rouge Church of Christ May 2010 - August 2010
Skills
Psychotherapy, Microsoft Office, Research, Public Speaking, Event Planning, PowerPoint, Social Media, Microsoft Word, Customer Service, Microsoft Excel, Community Outreach, Social Networking, Facebook, Fundraising, Editing, Public Relations, Human Resources
Education
University of North Texas 2010 — 2013
Master of Science (M.S.), Clinical Mental Health Counseling, 3.95 GPA
Louisiana State University 2006 — 2010
Bachelor of Arts, Mass Communication/Broadcast Journalism
ExxonMobil January 2015 - Present
Fidelity Investments September 2013 - December 2014
DSW October 2012 - September 2013
Galaxy Counseling Center January 2013 - August 2013
University of North Texas February 2012 - May 2012
Behavioral Innovations May 2011 - May 2012
South Baton Rouge Church of Christ May 2010 - August 2010
Skills
Psychotherapy, Microsoft Office, Research, Public Speaking, Event Planning, PowerPoint, Social Media, Microsoft Word, Customer Service, Microsoft Excel, Community Outreach, Social Networking, Facebook, Fundraising, Editing, Public Relations, Human Resources
Education
University of North Texas 2010 — 2013
Master of Science (M.S.), Clinical Mental Health Counseling, 3.95 GPA
Louisiana State University 2006 — 2010
Bachelor of Arts, Mass Communication/Broadcast Journalism
Mark DeVries Mark DeVries's Fidelity Investments Experience September 1996 - April 2002
Job Vice President Investment Sales Manager & Financial Consultant at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network May 2006 - Present
Horizon Bank June 2003 - October 2005
Fifth Third Bank April 2002 - June 2003
Fidelity Investments September 1996 - April 2002
The Times of Northwest Indiana 1990 - 1992
Skills
Investment Advisory..., Wealth Management, Retirement Planning, Fixed Income, Municipal Bonds, Stocks, Life Insurance, Mutual Funds, Financial Markets
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Purdue University Calumet
Bachelor of Science (B.S.), Business Administration and Management, General
Thornton Community College
Associate's degree, Biology, General
Thornton Fractional South HS / Lansing Illinois 1979 — 1982
Diploma, College Prep
First Midwest Financial Network May 2006 - Present
Horizon Bank June 2003 - October 2005
Fifth Third Bank April 2002 - June 2003
Fidelity Investments September 1996 - April 2002
The Times of Northwest Indiana 1990 - 1992
Skills
Investment Advisory..., Wealth Management, Retirement Planning, Fixed Income, Municipal Bonds, Stocks, Life Insurance, Mutual Funds, Financial Markets
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Purdue University Calumet
Bachelor of Science (B.S.), Business Administration and Management, General
Thornton Community College
Associate's degree, Biology, General
Thornton Fractional South HS / Lansing Illinois 1979 — 1982
Diploma, College Prep
Roman Woronowicz Roman Woronowicz's Fidelity Investments Experience July 2006 - November 2009
Job Identity and Access Management (IAM) at Staples
Industry Internet
Experience
CA Technologies, Inc. November 2009 - November 2014
Fidelity Investments July 2006 - November 2009
CA Technologies, Inc July 2004 - July 2006
CSC April 2003 - July 2004
Genuity March 1998 - April 2004
Skills
Technical Support, Siteminder, Solaris, Security, SaaS, Cloud Computing, Unix, Enterprise Software, Agile Methodologies, Enterprise Architecture, LDAP, Web Services, Identity Management, Perl
Education
Loyola University Chicago 1991 — 1996
Bachelor of Science (B.S.)
CA Technologies, Inc. November 2009 - November 2014
Fidelity Investments July 2006 - November 2009
CA Technologies, Inc July 2004 - July 2006
CSC April 2003 - July 2004
Genuity March 1998 - April 2004
Skills
Technical Support, Siteminder, Solaris, Security, SaaS, Cloud Computing, Unix, Enterprise Software, Agile Methodologies, Enterprise Architecture, LDAP, Web Services, Identity Management, Perl
Education
Loyola University Chicago 1991 — 1996
Bachelor of Science (B.S.)
Linda Ransford Linda Ransford's Fidelity Investments Experience 2000 - 2009
Job Broker at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage Independent Marketing ConsultantSelf-EmployedJanuary 2010 - January 2014
Fidelity Investments 2000 - 2009
Fidelity Investments 1997 - 2000
Skills
Mutual Funds, Financial Services, Marketing Strategy, Business Development, Product Development, Alternative Investments, Business Strategy, Series 63, Series 7, Marketing Communications, Risk Management, CRM, Portfolio Management, Marketing, Strategy, Sales, Strategic Planning, Leadership
Education
Loyola University of Chicago 1980 — 1984
Bachelor's Degree, Business Administration/Marketing
Coldwell Banker Residential Brokerage Independent Marketing ConsultantSelf-EmployedJanuary 2010 - January 2014
Fidelity Investments 2000 - 2009
Fidelity Investments 1997 - 2000
Skills
Mutual Funds, Financial Services, Marketing Strategy, Business Development, Product Development, Alternative Investments, Business Strategy, Series 63, Series 7, Marketing Communications, Risk Management, CRM, Portfolio Management, Marketing, Strategy, Sales, Strategic Planning, Leadership
Education
Loyola University of Chicago 1980 — 1984
Bachelor's Degree, Business Administration/Marketing
Candace Cyprian Candace Cyprian's Fidelity Investments Experience January 2005 - Present
Job Test Analyst at Fidelity Investments
Industry Financial Services
Experience
JHD October 2013 - Present
Fidelity Investments January 2005 - Present
University of North Texas February 2013 - May 2013
Cato Corporation April 1999 - December 2004
Education
University of North Texas 2009 — 2011
Master of Science (MS), Merchandising and Buying Operations
Louisiana Tech University 1999 — 2003
Bachelor of Arts (B.A.), Merchandising and Buying Operations
JHD October 2013 - Present
Fidelity Investments January 2005 - Present
University of North Texas February 2013 - May 2013
Cato Corporation April 1999 - December 2004
Education
University of North Texas 2009 — 2011
Master of Science (MS), Merchandising and Buying Operations
Louisiana Tech University 1999 — 2003
Bachelor of Arts (B.A.), Merchandising and Buying Operations
Gabriela Heffernan's Fidelity Investments Experience September 2014 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Brendan Hughes, CFP®'s Fidelity Investments Experience 2000 - 2006
Job Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Toth Financial Advisory Corporation 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1993 - 1999
Education
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Slidell High School
Charles Schwab 2009 - Present
Toth Financial Advisory Corporation 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1993 - 1999
Education
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Slidell High School
Jerry Love's Fidelity Investments Experience March 1992 - May 1997
Job Director of Planned Giving at Louisiana Baptist Foundation
Industry Religious Institutions
Experience
Louisiana Baptist Foundation June 1997 - Present
Fidelity Investments March 1992 - May 1997
Education
Louisiana Tech University 1986 — 1989
Bachelor's degree, Business/Finance
Louisiana Baptist Foundation June 1997 - Present
Fidelity Investments March 1992 - May 1997
Education
Louisiana Tech University 1986 — 1989
Bachelor's degree, Business/Finance
Ashley Gear's Fidelity Investments Experience September 2013 - May 2014
Job Assistant Buyer
Industry Retail
Experience
JCPenney June 2015 - Present
Target August 2014 - Present
Target June 2014 - August 2014
Fidelity Investments September 2013 - May 2014
Fidelity Investments June 2012 - October 2013
Skills
Leadership, Microsoft Excel, Time Management, Public Speaking, Customer Service, Teamwork, Microsoft Word, Access, Social Networking, Merchandising, Staff Development, Vendor Management, Marketing, Event Planning, Microsoft Office, Facebook, Retail, Training, Management, Social Media
Education
University of North Texas 2012 — 2014
Bachelor of Science (B.S.), Home Furnishings Merchandising, 4.0/ 3.9 cumulative GPA
Louisiana State University 2010 — 2012
Worked towards a Bachelor of Music- Vocal Performance degree, Voice and Opera
JCPenney June 2015 - Present
Target August 2014 - Present
Target June 2014 - August 2014
Fidelity Investments September 2013 - May 2014
Fidelity Investments June 2012 - October 2013
Skills
Leadership, Microsoft Excel, Time Management, Public Speaking, Customer Service, Teamwork, Microsoft Word, Access, Social Networking, Merchandising, Staff Development, Vendor Management, Marketing, Event Planning, Microsoft Office, Facebook, Retail, Training, Management, Social Media
Education
University of North Texas 2012 — 2014
Bachelor of Science (B.S.), Home Furnishings Merchandising, 4.0/ 3.9 cumulative GPA
Louisiana State University 2010 — 2012
Worked towards a Bachelor of Music- Vocal Performance degree, Voice and Opera
Jeffrey DeBoer Jeffrey DeBoer's Fidelity Investments Experience July 1994 - February 1997
Job Angel Investor/Consultant
Industry Investment Management
Experience
J DeBoer Investments March 2003 - Present
Lithia Motors October 2010 - October 2012
University of Oregon April 2011 - August 2012
Lithia Motors March 2000 - January 2011
Lithia Motors March 1997 - March 2000
Fidelity Investments July 1994 - February 1997
The Fuji Bank, LTD. August 1988 - July 1992
Skills
Investor Relations, Credit Analysis, Portfolio Management, Equity Research, Commercial Mortgages, Equity Capital Markets, Angel Investing, Investments, Change Management, Financial Reporting, Financial Analysis, Business Valuation, Sarbanes-Oxley Act, Internal Audit, Public Relations, Commercial Lending, SEC filings, Corporate Finance, Business Strategy, Retail Automotive, Online Retail, Team Leadership, Japanese Language..., Japanese culture, Intercultural..., Leadership, Strategic Planning, Mergers & Acquisitions, Managerial Finance, Strategy, Executive Management, Asset Management, Financial Modeling, Due Diligence, Finance, Business Planning, Management, Valuation, Investment Management, Equities, Banking, Economics, Financial Services, Emerging Markets, Strategic Financial..., Private Equity, International Business, Venture Capital, Investment Banking
Education
Stanford University Graduate School of Business 2005 — 2005
Executive Education, Leading Change & Organizational Renewal Program
London Business School 1992 — 1994
MBA, International Finance & Portfolio Theory
Pomona College 1984 — 1988
BA, Asian Studies (Japan and China)
North Medford 1982 — 1984
North Medford 1982 — 1984
J DeBoer Investments March 2003 - Present
Lithia Motors October 2010 - October 2012
University of Oregon April 2011 - August 2012
Lithia Motors March 2000 - January 2011
Lithia Motors March 1997 - March 2000
Fidelity Investments July 1994 - February 1997
The Fuji Bank, LTD. August 1988 - July 1992
Skills
Investor Relations, Credit Analysis, Portfolio Management, Equity Research, Commercial Mortgages, Equity Capital Markets, Angel Investing, Investments, Change Management, Financial Reporting, Financial Analysis, Business Valuation, Sarbanes-Oxley Act, Internal Audit, Public Relations, Commercial Lending, SEC filings, Corporate Finance, Business Strategy, Retail Automotive, Online Retail, Team Leadership, Japanese Language..., Japanese culture, Intercultural..., Leadership, Strategic Planning, Mergers & Acquisitions, Managerial Finance, Strategy, Executive Management, Asset Management, Financial Modeling, Due Diligence, Finance, Business Planning, Management, Valuation, Investment Management, Equities, Banking, Economics, Financial Services, Emerging Markets, Strategic Financial..., Private Equity, International Business, Venture Capital, Investment Banking
Education
Stanford University Graduate School of Business 2005 — 2005
Executive Education, Leading Change & Organizational Renewal Program
London Business School 1992 — 1994
MBA, International Finance & Portfolio Theory
Pomona College 1984 — 1988
BA, Asian Studies (Japan and China)
North Medford 1982 — 1984
North Medford 1982 — 1984
Kaley Balentine's Fidelity Investments Experience May 2014 - Present
Job Graduate of Louisiana Tech University
Industry Business Supplies and Equipment
Experience
Fidelity Investments May 2014 - Present
Balentine & Company Jewelers May 2007 - Present
Louisiana Tech University Department of Human Resources September 2010 - May 2013
First National Bank May 2012 - February 2013
Skills
Clerical Skills, Sales Operations, Money Management, Organizational..., Event Planning, Teamwork, Marketing Research
Education
Louisiana Tech University 2010 — 2014
Bachelor of Science (BS), Economics
Fidelity Investments May 2014 - Present
Balentine & Company Jewelers May 2007 - Present
Louisiana Tech University Department of Human Resources September 2010 - May 2013
First National Bank May 2012 - February 2013
Skills
Clerical Skills, Sales Operations, Money Management, Organizational..., Event Planning, Teamwork, Marketing Research
Education
Louisiana Tech University 2010 — 2014
Bachelor of Science (BS), Economics
Patrick Griffith Patrick Griffith's Fidelity Investments Experience 2000 - 2002
Job Information Technology
Industry Information Technology and Services
Experience
Datatrak International March 2015 - August 2015
Grant Thornton LLP November 2012 - May 2013
CSG Systems September 2007 - August 2012
Hewitt Associates/Cyborg Systems January 2003 - June 2007
Fidelity Investments 2000 - 2002
Artisoft Inc. 2000 - 2000
i2 Technologies 1996 - 2000
Education
Loyola University of Chicago 2012 — 2014
Master's Degree, Information Technology
University of North Texas 1989 — 1993
Bachelor's Degree, European History and French Language (double major)
Culver Military Academy 1982 — 1986
High School
Datatrak International March 2015 - August 2015
Grant Thornton LLP November 2012 - May 2013
CSG Systems September 2007 - August 2012
Hewitt Associates/Cyborg Systems January 2003 - June 2007
Fidelity Investments 2000 - 2002
Artisoft Inc. 2000 - 2000
i2 Technologies 1996 - 2000
Education
Loyola University of Chicago 2012 — 2014
Master's Degree, Information Technology
University of North Texas 1989 — 1993
Bachelor's Degree, European History and French Language (double major)
Culver Military Academy 1982 — 1986
High School
Brock Gerard Brock Gerard's Fidelity Investments Experience September 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2015 - September 2015
Fidelity Investments May 2014 - February 2015
TWFG Insurance Services May 2013 - July 2013
The Woodlands Township January 2011 - September 2012
The Woodlands Township March 2012 - August 2012
Skills
American Red Cross..., Cpr Certified, Swimming, Volunteering, Facilities Management, Pools, Red Cross, Time Management, Fundraising
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lone Star College 2010 — 2011
Fidelity Investments September 2015 - Present
Fidelity Investments March 2015 - September 2015
Fidelity Investments May 2014 - February 2015
TWFG Insurance Services May 2013 - July 2013
The Woodlands Township January 2011 - September 2012
The Woodlands Township March 2012 - August 2012
Skills
American Red Cross..., Cpr Certified, Swimming, Volunteering, Facilities Management, Pools, Red Cross, Time Management, Fundraising
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lone Star College 2010 — 2011
Craig Johnson CFP®, CLU®'s Fidelity Investments Experience January 2001 - March 2003
Job Director of Strategic Partnerships at 1st Global
Industry Financial Services
Experience
1st Global October 2013 - Present
1st Global September 2009 - October 2013
1st Global February 2007 - September 2009
1st Global August 2005 - February 2007
State Farm Insurance March 2003 - August 2005
Fidelity Investments January 2001 - March 2003
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Finance, Investments, Financial Services, Investment Management, Financial Advisory, 401k, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Life Insurance, Securities, Investment Strategies, Financial Planners, Retirement, Alternative Investments
Education
Louisiana State University 1997 — 2000
•Bachelor of Science, Finance
1st Global October 2013 - Present
1st Global September 2009 - October 2013
1st Global February 2007 - September 2009
1st Global August 2005 - February 2007
State Farm Insurance March 2003 - August 2005
Fidelity Investments January 2001 - March 2003
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Finance, Investments, Financial Services, Investment Management, Financial Advisory, 401k, Fixed Annuities, Asset Allocation, Estate Planning, Series 63, Life Insurance, Securities, Investment Strategies, Financial Planners, Retirement, Alternative Investments
Education
Louisiana State University 1997 — 2000
•Bachelor of Science, Finance
David Schacht David Schacht's Fidelity Investments Experience December 1994 - November 2008
Job Senior Identity and Access Management Consultant at Identropy Inc.
Industry Information Technology and Services
Experience
Identropy Inc. May 2012 - Present
Gurnet Consulting April 2011 - May 2012
Citizens Bank April 2011 - May 2012
Logic Trends August 2010 - April 2011
Citizens Bank March 2010 - August 2010
Iron Mountain June 2009 - December 2009
Fidelity Investments December 1994 - November 2008
Commonwealth of Massachusetts January 1992 - December 1994
Commonwealth of Massachusetts January 1990 - January 1992
Skills
Identity Management, Business Analysis, Certified Project..., Access Management, SDLC, Program Management, Project Management, Vendor Management, CISSP, Requirements Analysis, Information Security, PMP, Software Project..., Enterprise Architecture, Information Security..., Information Technology, Project Portfolio..., Enterprise Software, Integration, Requirements Gathering, Active Directory, Visio, IAM, IT Service Management, IT Strategy, Agile Project Management, Agile Methodologies, Systems Analysis, Process Improvement, Solution Architecture, Siteminder, Disaster Recovery, Databases, PMO, Business Requirements, Unix, IT Operations, Data Center, Cloud Computing, SaaS, Leadership, Governance, Risk Management, Security, IT Management, Business Continuity, Management, Business Process..., Strategy, Access
Education
Long Island University 1979 — 1981
Masters Degree, Education
State University of New York at Albany 1976 — 1978
Bachelor of Arts (B.A.), Spanish Language and Literature
St. Lawrence University
Identropy Inc. May 2012 - Present
Gurnet Consulting April 2011 - May 2012
Citizens Bank April 2011 - May 2012
Logic Trends August 2010 - April 2011
Citizens Bank March 2010 - August 2010
Iron Mountain June 2009 - December 2009
Fidelity Investments December 1994 - November 2008
Commonwealth of Massachusetts January 1992 - December 1994
Commonwealth of Massachusetts January 1990 - January 1992
Skills
Identity Management, Business Analysis, Certified Project..., Access Management, SDLC, Program Management, Project Management, Vendor Management, CISSP, Requirements Analysis, Information Security, PMP, Software Project..., Enterprise Architecture, Information Security..., Information Technology, Project Portfolio..., Enterprise Software, Integration, Requirements Gathering, Active Directory, Visio, IAM, IT Service Management, IT Strategy, Agile Project Management, Agile Methodologies, Systems Analysis, Process Improvement, Solution Architecture, Siteminder, Disaster Recovery, Databases, PMO, Business Requirements, Unix, IT Operations, Data Center, Cloud Computing, SaaS, Leadership, Governance, Risk Management, Security, IT Management, Business Continuity, Management, Business Process..., Strategy, Access
Education
Long Island University 1979 — 1981
Masters Degree, Education
State University of New York at Albany 1976 — 1978
Bachelor of Arts (B.A.), Spanish Language and Literature
St. Lawrence University
Kevin McCabe's Fidelity Investments Experience July 2006 - May 2008
Job Executive Director at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation (Acquired Omgeo) January 2014 - Present
Omgeo May 2008 - January 2014
Professional Pricing Society 2002 - 2014
Fidelity Investments July 2006 - May 2008
The Monitor Group January 2003 - May 2006
MarketBridge Corporation May 2000 - January 2002
Visa International October 1995 - May 2000
Barclays Bank of Canada October 1987 - September 1994
Skills
Expert Advisor, Data Analysis, Value Propositions, Storyboarding, Pricing Strategy, Complexity Reduction, Change Management, Strategy, Pricing, Business Model..., Business Development, CRM, Strategic Partnerships, Analysis, Executive Management, Leadership, Business Strategy
Education
London Business School 1994 — 1995
Sloan Fellowship/MBA
University of London 1994 — 1995
MSc
Western University 1982 — 1986
BS
The Depository Trust & Clearing Corporation (Acquired Omgeo) January 2014 - Present
Omgeo May 2008 - January 2014
Professional Pricing Society 2002 - 2014
Fidelity Investments July 2006 - May 2008
The Monitor Group January 2003 - May 2006
MarketBridge Corporation May 2000 - January 2002
Visa International October 1995 - May 2000
Barclays Bank of Canada October 1987 - September 1994
Skills
Expert Advisor, Data Analysis, Value Propositions, Storyboarding, Pricing Strategy, Complexity Reduction, Change Management, Strategy, Pricing, Business Model..., Business Development, CRM, Strategic Partnerships, Analysis, Executive Management, Leadership, Business Strategy
Education
London Business School 1994 — 1995
Sloan Fellowship/MBA
University of London 1994 — 1995
MSc
Western University 1982 — 1986
BS
Sherri A Moore's Fidelity Investments Experience October 2006 - June 2007
Job Personal Lines Sales & Marketing Manager at Great American Insurance
Industry Marketing and Advertising
Experience
Midwest Wine Consulting July 2006 - Present
Great American Insurance January 2014 - January 2015
Liberty Mutual Insurance September 2010 - January 2014
Claddagh Irish Pub October 2008 - September 2009
Fidelity Investments October 2006 - June 2007
Claddagh Irish Pubs March 2002 - October 2006
Skills
Negotiation, Property & Casualty..., Customer Satisfaction, New Business Development, Marketing Communications, Marketing Strategy, Sales, Event Management, Sales Management, Management, Training, Coaching, Wine, Public Speaking, Public Relations, Small Business, Business Strategy, Business Process..., Consulting, Leadership, Lead Generation, Team Leadership, Team Building, Writing, Proposal Writing, Cold Calling, Selling, Trade Shows, CRM, Insurance, B2B, Advertising, Sales Operations, Customer Service, Social Media, Strategic Planning, Marketing, Strategy, Account Management, Online Advertising, Email Marketing, Customer Retention, Social Networking, Social Media Marketing, Business Development, Entrepreneurship, Networking, Online Marketing, Marketing Research, Direct Sales
Education
Liberty University 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Cincinnati College of Business 2004 — 2010
BBA, International Business, German Studies
Milford
Midwest Wine Consulting July 2006 - Present
Great American Insurance January 2014 - January 2015
Liberty Mutual Insurance September 2010 - January 2014
Claddagh Irish Pub October 2008 - September 2009
Fidelity Investments October 2006 - June 2007
Claddagh Irish Pubs March 2002 - October 2006
Skills
Negotiation, Property & Casualty..., Customer Satisfaction, New Business Development, Marketing Communications, Marketing Strategy, Sales, Event Management, Sales Management, Management, Training, Coaching, Wine, Public Speaking, Public Relations, Small Business, Business Strategy, Business Process..., Consulting, Leadership, Lead Generation, Team Leadership, Team Building, Writing, Proposal Writing, Cold Calling, Selling, Trade Shows, CRM, Insurance, B2B, Advertising, Sales Operations, Customer Service, Social Media, Strategic Planning, Marketing, Strategy, Account Management, Online Advertising, Email Marketing, Customer Retention, Social Networking, Social Media Marketing, Business Development, Entrepreneurship, Networking, Online Marketing, Marketing Research, Direct Sales
Education
Liberty University 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Cincinnati College of Business 2004 — 2010
BBA, International Business, German Studies
Milford
Jeffrey Peterson CFP® Jeffrey Peterson CFP®'s Fidelity Investments Experience March 2015 - Present
Job National Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Education
Lincoln Christian University 2001 — 2004
Business Administration and Management, General
Fidelity Investments March 2015 - Present
Education
Lincoln Christian University 2001 — 2004
Business Administration and Management, General
Jill Czerwinski Carrier, CPA's Fidelity Investments Experience May 2013 - Present
Job Senior Manager, Tax at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments May 2013 - Present
Q Investments January 2008 - May 2013
Sanders & Company, LLC January 2007 - January 2008
RSM McGladrey January 2002 - December 2006
Skills
Tax, Accounting, Hedge Funds, CPA, Tax Accounting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
Master of Accounting, Accounting
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
Bachelor of Music, Vocal Performance
Fidelity Investments May 2013 - Present
Q Investments January 2008 - May 2013
Sanders & Company, LLC January 2007 - January 2008
RSM McGladrey January 2002 - December 2006
Skills
Tax, Accounting, Hedge Funds, CPA, Tax Accounting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
Master of Accounting, Accounting
Louisiana State University and Agricultural and Mechanical College 1995 — 1999
Bachelor of Music, Vocal Performance
Darryl Johnson Darryl Johnson's Fidelity Investments Experience July 2007 - May 2008
Job LexisNexis
Industry Information Technology and Services
Experience
LexisNexis September 2012 - Present
eCast Corporation October 2010 - July 2012
Schwab Performance Technologies January 2010 - September 2010
Duke Clinical Research Institute September 2008 - November 2009
Fidelity Investments July 2007 - May 2008
Laboratory Corporation of America August 2004 - July 2007
Misys Healthcare Systems January 2002 - June 2004
Misys Healthcare Systems November 1998 - January 2002
Blue Cross Blue Shield of NC November 1997 - November 1998
Healthsource/CIGNA of NC, Inc May 1996 - November 1997
Skills
Sugar CRM, Help Desk..., ReqPro, JIRA, Quality Center,..., Microsoft Product Studio, VMware, Visio, Microsoft SQL Server, Oracle SQL, Hardware Support, Software Development, Software Documentation, Software Design, Software Quality..., Troubleshooting, ClearQuest, Technical Writing, PVCS, Web Testing, Unix, SDLC, Business Analysis, Requirements Analysis, Quality Center, Test Planning, Databases, Regression Testing, Process Improvement, Training, Requirements Gathering, Test Cases, Quality Assurance, SQL, Access
Education
Longwood University 1986 — 1989
BS, Business, Marketing
Virginia State University 1985 — 1986
Prince Edward H.S.
LexisNexis September 2012 - Present
eCast Corporation October 2010 - July 2012
Schwab Performance Technologies January 2010 - September 2010
Duke Clinical Research Institute September 2008 - November 2009
Fidelity Investments July 2007 - May 2008
Laboratory Corporation of America August 2004 - July 2007
Misys Healthcare Systems January 2002 - June 2004
Misys Healthcare Systems November 1998 - January 2002
Blue Cross Blue Shield of NC November 1997 - November 1998
Healthsource/CIGNA of NC, Inc May 1996 - November 1997
Skills
Sugar CRM, Help Desk..., ReqPro, JIRA, Quality Center,..., Microsoft Product Studio, VMware, Visio, Microsoft SQL Server, Oracle SQL, Hardware Support, Software Development, Software Documentation, Software Design, Software Quality..., Troubleshooting, ClearQuest, Technical Writing, PVCS, Web Testing, Unix, SDLC, Business Analysis, Requirements Analysis, Quality Center, Test Planning, Databases, Regression Testing, Process Improvement, Training, Requirements Gathering, Test Cases, Quality Assurance, SQL, Access
Education
Longwood University 1986 — 1989
BS, Business, Marketing
Virginia State University 1985 — 1986
Prince Edward H.S.
Wesley Cameron's Fidelity Investments Experience February 2013 - November 2013
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US December 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
U.S. Trust, Bank of America Private Wealth Management December 2009 - March 2012
Legal Wheels, Inc August 2007 - August 2009
Skills
Series 7, Series 63, Series 66, Finance, Uniform Combined State..., Portfolio Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Relationship Management, Investment Advisory, Equities, Investment Strategies, Fixed Income, Series 65
Education
Liberty University 2009 — 2011
M.A, Professional Counseling
North Carolina State University 2003 — 2007
B.A, Sociology
Columbia Threadneedle Investments, US December 2013 - Present
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
U.S. Trust, Bank of America Private Wealth Management December 2009 - March 2012
Legal Wheels, Inc August 2007 - August 2009
Skills
Series 7, Series 63, Series 66, Finance, Uniform Combined State..., Portfolio Management, Private Banking, Financial Services, Mutual Funds, Asset Allocation, Investment Management, Relationship Management, Investment Advisory, Equities, Investment Strategies, Fixed Income, Series 65
Education
Liberty University 2009 — 2011
M.A, Professional Counseling
North Carolina State University 2003 — 2007
B.A, Sociology
M. Amelia Burkhalter's Fidelity Investments Experience June 2008 - December 2008
Job Special Facets Manager
Industry Hospital & Health Care
Experience
Cigna July 2015 - Present
Capital One January 2015 - July 2015
Capital One December 2013 - December 2014
Capital One September 2011 - December 2013
Capital One September 2010 - August 2011
Walt Disney Company January 2010 - June 2010
Louisiana Tech University April 2006 - January 2010
Louisiana Tech Department of Economics and Finance 2007 - 2010
State Street Investments June 2009 - July 2009
Fidelity Investments June 2008 - December 2008
Skills
Analysis, Access, Financial Analysis, Microsoft Office, Finance, Management, Accounting, Time Management, Banking, Microsoft Excel, Portfolio Management, Risk Management, Leadership, Customer Service, Financial Services
Education
Louisiana State University 2014 — 2016
MBA, Finance
Louisiana Tech University 2005 — 2010
Bachelor of Science, Business Administration; Finance
Cigna July 2015 - Present
Capital One January 2015 - July 2015
Capital One December 2013 - December 2014
Capital One September 2011 - December 2013
Capital One September 2010 - August 2011
Walt Disney Company January 2010 - June 2010
Louisiana Tech University April 2006 - January 2010
Louisiana Tech Department of Economics and Finance 2007 - 2010
State Street Investments June 2009 - July 2009
Fidelity Investments June 2008 - December 2008
Skills
Analysis, Access, Financial Analysis, Microsoft Office, Finance, Management, Accounting, Time Management, Banking, Microsoft Excel, Portfolio Management, Risk Management, Leadership, Customer Service, Financial Services
Education
Louisiana State University 2014 — 2016
MBA, Finance
Louisiana Tech University 2005 — 2010
Bachelor of Science, Business Administration; Finance
William Short William Short's Fidelity Investments Experience October 2011 - May 2012
Job Math Teacher at Elmhurst Community Prep
Industry Primary/Secondary Education
Experience
Elmhurst Community Prep August 2012 - Present
Teach For America May 2012 - Present
Fidelity Investments October 2011 - May 2012
YMCA Camp Coniston June 2009 - August 2011
Providence College Economics Department September 2009 - May 2011
YMCA Camp Coniston June 2006 - August 2008
Skills
Cpr Certified, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Social Media, Outlook, Budgets, Public Speaking, Research, Community Outreach, Training, Teaching
Education
Providence College 2007 — 2011
BA, Quantitative Economics, Finance
Loyola Marymount University
Elmhurst Community Prep August 2012 - Present
Teach For America May 2012 - Present
Fidelity Investments October 2011 - May 2012
YMCA Camp Coniston June 2009 - August 2011
Providence College Economics Department September 2009 - May 2011
YMCA Camp Coniston June 2006 - August 2008
Skills
Cpr Certified, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Social Media, Outlook, Budgets, Public Speaking, Research, Community Outreach, Training, Teaching
Education
Providence College 2007 — 2011
BA, Quantitative Economics, Finance
Loyola Marymount University
Jeremy Diamond's Fidelity Investments Experience 1999 - 1999
Job Diamond Law Firm, PLLC
Industry Law Practice
Experience
Diamond Law Firm, PLLC August 2013 - Present
Diamond & Blalock, PC March 2010 - August 2013
Truly, Smith & Latham, PLLC August 2004 - March 2010
Law Office of Bill Campbell August 2003 - July 2004
Liberty Mutual Insurance July 2002 - August 2003
Judge Joan Benge, 24th JDC June 2002 - July 2002
Fidelity Investments 1999 - 1999
Education
Tulane University Law School 2001 — 2004
JD
Louisiana State University 1997 — 2000
B.S., International Trade and Finance
Diamond Law Firm, PLLC August 2013 - Present
Diamond & Blalock, PC March 2010 - August 2013
Truly, Smith & Latham, PLLC August 2004 - March 2010
Law Office of Bill Campbell August 2003 - July 2004
Liberty Mutual Insurance July 2002 - August 2003
Judge Joan Benge, 24th JDC June 2002 - July 2002
Fidelity Investments 1999 - 1999
Education
Tulane University Law School 2001 — 2004
JD
Louisiana State University 1997 — 2000
B.S., International Trade and Finance
Perry Wang, CAIA's Fidelity Investments Experience August 2000 - December 2000
Job Investment Analyst at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company May 2008 - June 2013
Texas Treasury Safekeeping Trust Company April 2004 - April 2008
Fidelity Investments August 2000 - December 2000
Skills
Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Financial Reporting, Valuation, Asset Management, Asset Allocation, Private Equity, Equities, Mutual Funds, Investments, Commodity, Financial Analysis, Financial Risk, Securities
Education
Baton Rouge High School
Louisiana State University and Agricultural and Mechanical College
Bachelor's Degree, Finance
Texas Treasury Safekeeping Trust Company May 2008 - June 2013
Texas Treasury Safekeeping Trust Company April 2004 - April 2008
Fidelity Investments August 2000 - December 2000
Skills
Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Financial Reporting, Valuation, Asset Management, Asset Allocation, Private Equity, Equities, Mutual Funds, Investments, Commodity, Financial Analysis, Financial Risk, Securities
Education
Baton Rouge High School
Louisiana State University and Agricultural and Mechanical College
Bachelor's Degree, Finance
Matt Bankston, CFP®'s Fidelity Investments Experience August 2004 - February 2010
Job AVP, Trust Officer at Argent Financial Group
Industry Financial Services
Experience
BNR Investments LLC January 2013 - Present
Argent Financial Group, Inc. June 2011 - Present
MLB Homes L.L.C September 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2011
Fidelity Investments August 2004 - February 2010
American Express Financial Advisors March 2004 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Louisiana Tech University 2000 — 2004
Bacheolor of Science, Finance
BNR Investments LLC January 2013 - Present
Argent Financial Group, Inc. June 2011 - Present
MLB Homes L.L.C September 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2011
Fidelity Investments August 2004 - February 2010
American Express Financial Advisors March 2004 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Louisiana Tech University 2000 — 2004
Bacheolor of Science, Finance
Aaron Angotti Aaron Angotti's Fidelity Investments Experience July 2012 - Present
Job Director, Brokerage Cash and Lending Products at Fidelity Institutional
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
London Business School August 2010 - July 2012
J.P. Morgan June 2011 - August 2011
U.S. Embassy Cairo March 2009 - December 2009
513th Military Intelligence Brigade May 2008 - March 2009
513th Military Intelligence Brigade July 2007 - May 2008
U.S. Army Central January 2007 - May 2007
513th Military Intelligence Brigade January 2006 - December 2006
Skills
Emerging Markets, Business Analysis, Asset Management, Finance, Process Improvement, Leadership Development, Operational Planning, Start-ups, Team Building, Bloomberg, Business Planning, Military, Security Clearance, Business Process..., Corporate Development
Education
London Business School 2010 — 2012
MBA, Business
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS)
Punahou School 1993 — 2001
Fidelity Investments July 2012 - Present
London Business School August 2010 - July 2012
J.P. Morgan June 2011 - August 2011
U.S. Embassy Cairo March 2009 - December 2009
513th Military Intelligence Brigade May 2008 - March 2009
513th Military Intelligence Brigade July 2007 - May 2008
U.S. Army Central January 2007 - May 2007
513th Military Intelligence Brigade January 2006 - December 2006
Skills
Emerging Markets, Business Analysis, Asset Management, Finance, Process Improvement, Leadership Development, Operational Planning, Start-ups, Team Building, Bloomberg, Business Planning, Military, Security Clearance, Business Process..., Corporate Development
Education
London Business School 2010 — 2012
MBA, Business
United States Military Academy at West Point 2001 — 2005
Bachelor of Science (BS)
Punahou School 1993 — 2001
Ramiro Fernandez Ramiro Fernandez's Fidelity Investments Experience August 1998 - March 2010
Job IT support Northtrop Grumman
Industry Financial Services
Experience
Northrop Grumman M5 Network Security October 2013 - November 2013
The Fountain Group June 2013 - November 2013
DHA (Cary, NC) September 2012 - June 2013
Credit Suisse March 2010 - December 2012
Fidelity Investments August 1998 - March 2010
UBS Global Asset Management 1997 - 1998
Skills
Technical Support, SharePoint, ITIL, Help Desk Support, Active Directory, Visio, Vendor Management, Disaster Recovery, Networking, Windows 7, Incident Management, IT Service Management, Business Analysis, Project Management, Windows Server, Process Improvement, Security, Software Documentation, Program Management, Troubleshooting, IT Operations, Call Center, Requirements Gathering, Lotus Notes, Windows, Change Management, System Administration, VMware, Training, Leadership, Microsoft Exchange, Hardware, Virtualization, Servers, XP, IT Management, Blackberry Enterprise..., VPN, BMC Remedy, DNS, Citrix, Software Installation, Call Centers, Operating Systems, System Deployment, TCP/IP, Service Delivery, DHCP, Cisco Technologies, IT Strategy
Education
LIU Brooklyn 1996 — 1996
Certificate, PC support and maintenance
New York Theological Seminary 1995 — 1996
Religious Certificate, Theology, Religion, Church History
College of New Rochelle 1994 — 1996
Liberal Arts, Liberal Arts, Education
Colegio Militar Caldas 1982 — 1985
Bachillerato en Tecnologia, y Orientacion Militar, Bachillerato en Tecnologia y Orientacion Militar
Northrop Grumman M5 Network Security October 2013 - November 2013
The Fountain Group June 2013 - November 2013
DHA (Cary, NC) September 2012 - June 2013
Credit Suisse March 2010 - December 2012
Fidelity Investments August 1998 - March 2010
UBS Global Asset Management 1997 - 1998
Skills
Technical Support, SharePoint, ITIL, Help Desk Support, Active Directory, Visio, Vendor Management, Disaster Recovery, Networking, Windows 7, Incident Management, IT Service Management, Business Analysis, Project Management, Windows Server, Process Improvement, Security, Software Documentation, Program Management, Troubleshooting, IT Operations, Call Center, Requirements Gathering, Lotus Notes, Windows, Change Management, System Administration, VMware, Training, Leadership, Microsoft Exchange, Hardware, Virtualization, Servers, XP, IT Management, Blackberry Enterprise..., VPN, BMC Remedy, DNS, Citrix, Software Installation, Call Centers, Operating Systems, System Deployment, TCP/IP, Service Delivery, DHCP, Cisco Technologies, IT Strategy
Education
LIU Brooklyn 1996 — 1996
Certificate, PC support and maintenance
New York Theological Seminary 1995 — 1996
Religious Certificate, Theology, Religion, Church History
College of New Rochelle 1994 — 1996
Liberal Arts, Liberal Arts, Education
Colegio Militar Caldas 1982 — 1985
Bachillerato en Tecnologia, y Orientacion Militar, Bachillerato en Tecnologia y Orientacion Militar
Brad Belley Brad Belley's Fidelity Investments Experience May 2006 - September 2008
Job Professional Emergency Communicator at Logan Co EMA
Industry Public Safety
Experience
911/Logan Dispatch January 2010 - Present
AAK Mechanical November 2009 - December 2009
Fastenal October 2008 - November 2009
Fidelity Investments May 2006 - September 2008
McCollister's Transportation Group June 2004 - July 2005
Skills
Emergency Management, Microsoft Office, Public Safety, Strategic Planning, FEMA Incident..., Cpr Certified, Customer Service, Billing, Staff Training, Human Resources, Teaching, Volunteer Management, Sales
Education
Lincoln Christian University 2009 — 2012
Bachelor's degree, Leadership and Management
Springfield College 2003 — 2005
Criminology
Memorial High School, Manchester, NH 1999 — 2003
High School Diploma
911/Logan Dispatch January 2010 - Present
AAK Mechanical November 2009 - December 2009
Fastenal October 2008 - November 2009
Fidelity Investments May 2006 - September 2008
McCollister's Transportation Group June 2004 - July 2005
Skills
Emergency Management, Microsoft Office, Public Safety, Strategic Planning, FEMA Incident..., Cpr Certified, Customer Service, Billing, Staff Training, Human Resources, Teaching, Volunteer Management, Sales
Education
Lincoln Christian University 2009 — 2012
Bachelor's degree, Leadership and Management
Springfield College 2003 — 2005
Criminology
Memorial High School, Manchester, NH 1999 — 2003
High School Diploma
Eddie Christiano, CFP® Eddie Christiano, CFP®'s Fidelity Investments Experience May 2014 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments March 2006 - May 2014
Morgan Stanley June 2005 - February 2006
Education
Lock Haven University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments May 2014 - Present
Fidelity Investments March 2006 - May 2014
Morgan Stanley June 2005 - February 2006
Education
Lock Haven University of Pennsylvania 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John F. Varghese's Fidelity Investments Experience January 2014 - May 2015
Job Analyst Opportunistic Strategies at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. May 2015 - Present
Fidelity Investments January 2014 - May 2015
Baylor Health Care System June 2013 - August 2013
WallStreetOasis.com January 2013 - June 2013
Sethi Petroleum LLC July 2012 - September 2012
Suggs Law Firm October 2011 - June 2012
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Data Entry, Inventory Management, Time Management, Teamwork, Facebook, Project Management, Research, Sales, Financial Analysis, Social Media, Data Analysis, Financial Modeling, Value Stream Mapping, Business Process..., Lean IT, Business Analysis, Investment Analysis, Valuation
Education
The University of Texas - Arlington 2009 — 2013
Bachelors in Business Administration, Finance & Business Management
LSU
Accounting
Crestline Investors, Inc. May 2015 - Present
Fidelity Investments January 2014 - May 2015
Baylor Health Care System June 2013 - August 2013
WallStreetOasis.com January 2013 - June 2013
Sethi Petroleum LLC July 2012 - September 2012
Suggs Law Firm October 2011 - June 2012
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Data Entry, Inventory Management, Time Management, Teamwork, Facebook, Project Management, Research, Sales, Financial Analysis, Social Media, Data Analysis, Financial Modeling, Value Stream Mapping, Business Process..., Lean IT, Business Analysis, Investment Analysis, Valuation
Education
The University of Texas - Arlington 2009 — 2013
Bachelors in Business Administration, Finance & Business Management
LSU
Accounting
Marianna Epstein's Fidelity Investments Experience 1992 - 1997
Job
Industry Information Technology and Services
Experience
MedVentive May 2012 - Present
Partners HealthCare August 2002 - May 2012
Persumma Financial 2000 - 2002
Blue Oak Systems 2000 - 2001
Scudder Investments 1997 - 2000
Fidelity Investments 1992 - 1997
Harvard Community Health Plan (HCHP) 1989 - 1992
Education
Lomonosov Moscow State University (MSU) 1973 — 1978
MA
MedVentive May 2012 - Present
Partners HealthCare August 2002 - May 2012
Persumma Financial 2000 - 2002
Blue Oak Systems 2000 - 2001
Scudder Investments 1997 - 2000
Fidelity Investments 1992 - 1997
Harvard Community Health Plan (HCHP) 1989 - 1992
Education
Lomonosov Moscow State University (MSU) 1973 — 1978
MA
Bryant Dowden's Fidelity Investments Experience 1994 - 1995
Job HR Business Partner | HR Generalist | Employee Relations
Industry Financial Services
Experience
Dowden Financial Group November 2012 - Present
Trilogy Payment Solutions 2004 - October 2012
General Electric 2001 - 2004
First American Payment Systems 1999 - 2001
Computer City 1997 - 1999
Poly-America, LP 1995 - 1997
Fidelity Investments 1994 - 1995
Kroger 1985 - 1994
Skills
Consultative Selling, Small Business, Six Sigma, Talent Acquisition, Employee Relations, Talent Management, Performance Management, Credit Cards, Management, Entrepreneurship, Training, Human Resources, Selling, Leadership, Recruiting, Business Development, Management Consulting, Strategy, Program Management, Employee Training, Start-ups, CRM, Employee Benefits, Personnel Management, Sales, Executive Management, Strategic Planning
Education
Louisiana State University 1987 — 1991
B.S., Human Resources
Louisiana State University in Shreveport 1987 — 1991
BS, Human Resources
Southwood High School 1987 — 1987
Diploma with Distinction, General Studies
Parkway High School 1984 — 1987
Dowden Financial Group November 2012 - Present
Trilogy Payment Solutions 2004 - October 2012
General Electric 2001 - 2004
First American Payment Systems 1999 - 2001
Computer City 1997 - 1999
Poly-America, LP 1995 - 1997
Fidelity Investments 1994 - 1995
Kroger 1985 - 1994
Skills
Consultative Selling, Small Business, Six Sigma, Talent Acquisition, Employee Relations, Talent Management, Performance Management, Credit Cards, Management, Entrepreneurship, Training, Human Resources, Selling, Leadership, Recruiting, Business Development, Management Consulting, Strategy, Program Management, Employee Training, Start-ups, CRM, Employee Benefits, Personnel Management, Sales, Executive Management, Strategic Planning
Education
Louisiana State University 1987 — 1991
B.S., Human Resources
Louisiana State University in Shreveport 1987 — 1991
BS, Human Resources
Southwood High School 1987 — 1987
Diploma with Distinction, General Studies
Parkway High School 1984 — 1987
Lee Whitbeck's Fidelity Investments Experience March 2015 - Present
Job Independent Contractor at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments March 2015 - Present
Fujifilm Medical Systems October 2012 - February 2015
IEM October 2007 - November 2012
Apogen Services April 2005 - October 2007
McKesson APS April 2003 - May 2005
Skills
JavaScript, CSS, Visual Studio, PostgreSQL, ExtJS, AJAX, Git, jQuery, Agile, MVC, ASP.NET, SQL, C#, JSON, .NET, User Interface, YUI, Agile Methodologies, Ext JS, Software Development, Databases, Software Engineering, T-SQL, HTML 5, Web Services, REST, Subversion, Google Closure, Web Applications, ASP.NET MVC, NetBeans, Node.js, XHTML, XML, Object Oriented Design, Web Development, Front-end, Scrum, ASP, PHP, LINQ, TFS, Software Architectural..., Tomcat, Database Design, IIS, Software Design, Ruby, SOAP, VB.NET
Education
Louisiana State University 1999 — 2002
BS, Computer Science
Fidelity Investments March 2015 - Present
Fujifilm Medical Systems October 2012 - February 2015
IEM October 2007 - November 2012
Apogen Services April 2005 - October 2007
McKesson APS April 2003 - May 2005
Skills
JavaScript, CSS, Visual Studio, PostgreSQL, ExtJS, AJAX, Git, jQuery, Agile, MVC, ASP.NET, SQL, C#, JSON, .NET, User Interface, YUI, Agile Methodologies, Ext JS, Software Development, Databases, Software Engineering, T-SQL, HTML 5, Web Services, REST, Subversion, Google Closure, Web Applications, ASP.NET MVC, NetBeans, Node.js, XHTML, XML, Object Oriented Design, Web Development, Front-end, Scrum, ASP, PHP, LINQ, TFS, Software Architectural..., Tomcat, Database Design, IIS, Software Design, Ruby, SOAP, VB.NET
Education
Louisiana State University 1999 — 2002
BS, Computer Science
Stephen Hilt's Fidelity Investments Experience January 1996 - Present
Job SVP, Enterprise Total Rewards at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 1996 - Present
Education
Loyola University Chicago School of Law 1989 — 1992
JD, Law
Western New England University 1986 — 1989
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BS, Psychology
Fidelity Investments January 1996 - Present
Education
Loyola University Chicago School of Law 1989 — 1992
JD, Law
Western New England University 1986 — 1989
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BS, Psychology
Renee Best, CCP's Fidelity Investments Experience June 2011 - March 2012
Job Business Analyst at VitalSource Technologies
Industry Information Technology and Services
Experience
VitalSource Technologies October 2012 - Present
Champion Realty and Investments Inc. January 2005 - Present
Allscripts May 2012 - October 2012
Fidelity Investments June 2011 - March 2012
Fidelity Investments March 2007 - March 2012
Fidelity Investments April 2005 - March 2007
IBM May 1995 - August 2002
Skills
Operational Excellence, Organizational..., Business Analysis, Business Process, Cross-functional Team..., Team Building, Teamwork, Team Oriented, Community Outreach, Communications Strategy, Process Improvement, Process Development, Business Process..., Data Analysis, Requirements Analysis, Requirements Gathering, Requirements..., Project Implementation, Project Execution, Project Delivery, CCP, Real Estate, Real Estate Transactions, Project Management, Human Resources, Performance Management, Quality Assurance, Testing, Analysis, Training, Leadership, Consulting
Education
University of Maryland University College 2010 — 2014
Bachelor's Degree, Human Resources Management and Services, 3.6
Sanderson High School 1989 — 1991
Diploma, General Studies
Liberty University
Master of Arts (M.A.), Counseling Psychology
VitalSource Technologies October 2012 - Present
Champion Realty and Investments Inc. January 2005 - Present
Allscripts May 2012 - October 2012
Fidelity Investments June 2011 - March 2012
Fidelity Investments March 2007 - March 2012
Fidelity Investments April 2005 - March 2007
IBM May 1995 - August 2002
Skills
Operational Excellence, Organizational..., Business Analysis, Business Process, Cross-functional Team..., Team Building, Teamwork, Team Oriented, Community Outreach, Communications Strategy, Process Improvement, Process Development, Business Process..., Data Analysis, Requirements Analysis, Requirements Gathering, Requirements..., Project Implementation, Project Execution, Project Delivery, CCP, Real Estate, Real Estate Transactions, Project Management, Human Resources, Performance Management, Quality Assurance, Testing, Analysis, Training, Leadership, Consulting
Education
University of Maryland University College 2010 — 2014
Bachelor's Degree, Human Resources Management and Services, 3.6
Sanderson High School 1989 — 1991
Diploma, General Studies
Liberty University
Master of Arts (M.A.), Counseling Psychology
Bethune Lawrence's Fidelity Investments Experience September 2001 - September 2007
Job Senior Focus Group Facilitator at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions September 2007 - May 2014
Fidelity Investments September 2001 - September 2007
Skills
Process Improvement, Microsoft Excel, Project Management, Business Analysis, Management, Access, Strategic Planning, Data Analysis, Executive Management, Sales
Education
LIU Brooklyn 1995 — 2001
MBA, Marketing, Management
Broadridge Financial Solutions September 2007 - May 2014
Fidelity Investments September 2001 - September 2007
Skills
Process Improvement, Microsoft Excel, Project Management, Business Analysis, Management, Access, Strategic Planning, Data Analysis, Executive Management, Sales
Education
LIU Brooklyn 1995 — 2001
MBA, Marketing, Management
Janice Chaussee, CBP, PMP's Fidelity Investments Experience March 2012 - September 2013
Job Director, Product Management National Account Services H&W at ADP
Industry Human Resources
Experience
ADP September 2013 - Present
Fidelity Investments March 2012 - September 2013
Fidelity Investments 2005 - March 2012
CIGNA Healthcare July 2001 - December 2004
ClientLogic May 2000 - June 2001
Skills
Outsourcing, SDLC, Relationship Management, Business Analysis, Requirements Gathering, Budgets, Program Management, Risk Management, Product Management, Business Process..., Cross-functional Team..., Project Portfolio..., CRM, PMP, Visio
Education
Rivier University 2010 — 2012
Master of Business Administration (M.B.A.)
Lipscomb University 1986 — 1989
B.S., Accounting
ADP September 2013 - Present
Fidelity Investments March 2012 - September 2013
Fidelity Investments 2005 - March 2012
CIGNA Healthcare July 2001 - December 2004
ClientLogic May 2000 - June 2001
Skills
Outsourcing, SDLC, Relationship Management, Business Analysis, Requirements Gathering, Budgets, Program Management, Risk Management, Product Management, Business Process..., Cross-functional Team..., Project Portfolio..., CRM, PMP, Visio
Education
Rivier University 2010 — 2012
Master of Business Administration (M.B.A.)
Lipscomb University 1986 — 1989
B.S., Accounting
Steven Vivola's Fidelity Investments Experience February 2007 - Present
Job Controller at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
JPMorgan Chase May 1997 - February 2007
Arthur Andersen LLP September 1994 - May 1997
Chemical Bank April 1989 - September 1994
Skills
Internal Controls, GAAP, Internal Audit, Finance, Accounting, Risk Management, Auditing, Budgets, Financial Risk, Managerial Finance, CPA, Financial Audits, Sarbanes-Oxley Act, Sarbanes-Oxley, Strategic Financial..., Management, Analysis
Education
Long Island University, C.W. Post Campus
MBA, International Finance
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Accounting
Fidelity Investments February 2007 - Present
JPMorgan Chase May 1997 - February 2007
Arthur Andersen LLP September 1994 - May 1997
Chemical Bank April 1989 - September 1994
Skills
Internal Controls, GAAP, Internal Audit, Finance, Accounting, Risk Management, Auditing, Budgets, Financial Risk, Managerial Finance, CPA, Financial Audits, Sarbanes-Oxley Act, Sarbanes-Oxley, Strategic Financial..., Management, Analysis
Education
Long Island University, C.W. Post Campus
MBA, International Finance
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Accounting
Eric Glew's Fidelity Investments Experience April 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Asset Allocation, Financial Services, Wealth Management, Retirement Planning, Securities, Investment Advisory, Defined Benefit, Asset Management, Alternative Investments, FINRA, Relationship Management, Series 6, Series 24, Portfolio Management, Strategic Planning
Education
Louisiana State University 1988 — 1993
Fidelity Investments April 2011 - Present
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Asset Allocation, Financial Services, Wealth Management, Retirement Planning, Securities, Investment Advisory, Defined Benefit, Asset Management, Alternative Investments, FINRA, Relationship Management, Series 6, Series 24, Portfolio Management, Strategic Planning
Education
Louisiana State University 1988 — 1993
Darlyne Koretos, APR's Fidelity Investments Experience 1998 - 2000
Job Nonprofit Marketing, Public Relations Professional at Tapping your Potential
Industry Nonprofit Organization Management
Experience
Executive Service Corps of Cincinnati October 2002 - October 2014
STOP AIDS 2005 - 2013
Fidelity Investments 1998 - 2000
DKS Consulting 1994 - 1998
Litton Industries 1987 - 1994
Skills
Public Relations, Media Relations, Marketing..., Non-profits, Fundraising, Marketing Communications, Event Planning, Social Media, Public Speaking, Strategic Communications, Community Outreach, Volunteer Management, Social Media Marketing, Press Releases, Strategic Planning, Corporate Communications, Newsletters, Event Management, Nonprofits, Content Development, Publications, Proofreading, Grant Writing, Leadership
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA
Loyola University Chicago
B.A., Communications
Executive Service Corps of Cincinnati October 2002 - October 2014
STOP AIDS 2005 - 2013
Fidelity Investments 1998 - 2000
DKS Consulting 1994 - 1998
Litton Industries 1987 - 1994
Skills
Public Relations, Media Relations, Marketing..., Non-profits, Fundraising, Marketing Communications, Event Planning, Social Media, Public Speaking, Strategic Communications, Community Outreach, Volunteer Management, Social Media Marketing, Press Releases, Strategic Planning, Corporate Communications, Newsletters, Event Management, Nonprofits, Content Development, Publications, Proofreading, Grant Writing, Leadership
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA
Loyola University Chicago
B.A., Communications
Jennifer Pino's Fidelity Investments Experience September 2015 - Present
Job Digital Archivist and Outreach Specialist at Fidelity Investments
Industry Libraries
Experience
Fidelity Investments September 2015 - Present
Veritude for Fidelity Investments January 2015 - September 2015
Boston University August 2010 - December 2014
Boston University January 2008 - July 2010
New England College of Business and Finance 2009 - 2010
LSU Libraries-Hill Memorial Library February 2006 - August 2007
Skills
Cataloging, History, Special Collections, Library, Editing, Information Retrieval, Grant Writing, Teaching, Blogging, Academic Libraries, Records Management, Social Media, Non-profits, Public Speaking, Anthropology, Library Management, Data Analysis, Microsoft Office, Facebook, Distance Learning, Microsoft Excel, Corporate Archives, Digital Asset Management
Education
Louisiana State University 1999 — 2007
BA/MLIS, History/Archives Management
St. Pius X High School 1997 — 1999
Fidelity Investments September 2015 - Present
Veritude for Fidelity Investments January 2015 - September 2015
Boston University August 2010 - December 2014
Boston University January 2008 - July 2010
New England College of Business and Finance 2009 - 2010
LSU Libraries-Hill Memorial Library February 2006 - August 2007
Skills
Cataloging, History, Special Collections, Library, Editing, Information Retrieval, Grant Writing, Teaching, Blogging, Academic Libraries, Records Management, Social Media, Non-profits, Public Speaking, Anthropology, Library Management, Data Analysis, Microsoft Office, Facebook, Distance Learning, Microsoft Excel, Corporate Archives, Digital Asset Management
Education
Louisiana State University 1999 — 2007
BA/MLIS, History/Archives Management
St. Pius X High School 1997 — 1999
Lillian Knoeller's Fidelity Investments Experience May 2013 - Present
Job Vice President Northeast Regional Manager
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments August 2008 - May 2013
Liberty Mutual February 2004 - March 2008
Skills
Financial Services, Strategic Financial..., Property & Casualty..., Insurance, Liability, General Insurance, Casualty, Underwriting, Health Insurance, Term Life Insurance
Education
LIU Post 1982 — 1987
MS, Education and Spanish
LIU Post 1977 — 1981
BA, Spanish
Fidelity Investments May 2013 - Present
Fidelity Investments August 2008 - May 2013
Liberty Mutual February 2004 - March 2008
Skills
Financial Services, Strategic Financial..., Property & Casualty..., Insurance, Liability, General Insurance, Casualty, Underwriting, Health Insurance, Term Life Insurance
Education
LIU Post 1982 — 1987
MS, Education and Spanish
LIU Post 1977 — 1981
BA, Spanish
Ben Dudley's Fidelity Investments Experience May 2013 - September 2013
Job Principal Desktop Engineer at MetLife
Industry Financial Services
Experience
MetLife March 2015 - Present
MetLife September 2013 - March 2015
Fidelity Investments May 2013 - September 2013
Credit Suisse March 2012 - May 2013
Blue Cross and Blue Shield of Louisiana July 2010 - March 2012
Louisiana State University October 2009 - August 2010
Louisiana State University October 2006 - October 2009
Louisiana State University June 2004 - October 2006
Louisiana State University February 2002 - May 2004
Skills
Servers, Technical Support, DHCP, Active Directory, Windows 7, Troubleshooting, Windows Server, SCCM, Printers, Terminal Services, Hardware, Information Technology, SAN, XP, Laptops, IT Management, Workstations, WSUS, Security, Linux, Disaster Recovery, Group Policy, Data Center, Microsoft Exchange, VMware, Operating Systems, Network Administration, Networking, Windows, SharePoint, System Administration, Enterprise Architecture, Help Desk Support, Storage, Citrix, Visio, ITIL, VMware ESX, Virtualization, System Deployment, Cluster, Symantec Endpoint..., Software Installation
Education
Louisiana State University 1999 — 2004
BS, Informstion Systems and Decision Sciences
MetLife March 2015 - Present
MetLife September 2013 - March 2015
Fidelity Investments May 2013 - September 2013
Credit Suisse March 2012 - May 2013
Blue Cross and Blue Shield of Louisiana July 2010 - March 2012
Louisiana State University October 2009 - August 2010
Louisiana State University October 2006 - October 2009
Louisiana State University June 2004 - October 2006
Louisiana State University February 2002 - May 2004
Skills
Servers, Technical Support, DHCP, Active Directory, Windows 7, Troubleshooting, Windows Server, SCCM, Printers, Terminal Services, Hardware, Information Technology, SAN, XP, Laptops, IT Management, Workstations, WSUS, Security, Linux, Disaster Recovery, Group Policy, Data Center, Microsoft Exchange, VMware, Operating Systems, Network Administration, Networking, Windows, SharePoint, System Administration, Enterprise Architecture, Help Desk Support, Storage, Citrix, Visio, ITIL, VMware ESX, Virtualization, System Deployment, Cluster, Symantec Endpoint..., Software Installation
Education
Louisiana State University 1999 — 2004
BS, Informstion Systems and Decision Sciences
Robert D'Amico's Fidelity Investments Experience 1998 - 2001
Job Client Service Delivery Manager at Xerox
Industry Outsourcing/Offshoring
Experience
Xerox Services September 2009 - Present
Health Net Inc. 2006 - October 2009
CIGNA Healthcare 2001 - 2006
Fidelity Investments 1998 - 2001
Buck Consultants 1998 - 1998
CIGNA Healthcare 1996 - 1997
CIGNA Healthcare 1991 - 1996
Skills
Vendor Management, Program Management, Process Improvement, Leadership, Management, Project Management, Strategic Planning, Health Insurance, Employee Benefits, Human Resources
Education
LIU Post
BS, Finance, Economics
LIU Post
Bachelor of Science (B.S.), Finance, General
Xerox Services September 2009 - Present
Health Net Inc. 2006 - October 2009
CIGNA Healthcare 2001 - 2006
Fidelity Investments 1998 - 2001
Buck Consultants 1998 - 1998
CIGNA Healthcare 1996 - 1997
CIGNA Healthcare 1991 - 1996
Skills
Vendor Management, Program Management, Process Improvement, Leadership, Management, Project Management, Strategic Planning, Health Insurance, Employee Benefits, Human Resources
Education
LIU Post
BS, Finance, Economics
LIU Post
Bachelor of Science (B.S.), Finance, General
Jed Prado's Fidelity Investments Experience January 2012 - Present
Job Associate Treasury Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments October 2009 - 2012
Fidelity Investments November 2007 - October 2009
Education
LIU Post
Bachelors, Business Administration
Fidelity Investments January 2012 - Present
Fidelity Investments October 2009 - 2012
Fidelity Investments November 2007 - October 2009
Education
LIU Post
Bachelors, Business Administration
Benjamin Jareo's Fidelity Investments Experience December 2006 - Present
Job Sr Data Analyst/Architect at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2006 - Present
MetLife 1996 - 2006
Education
University of Massachusetts Boston 1998 — 2000
MBA, Business & Management Information Systems
Limestone College 1994 — 1996
BS, Accounting
Jefferson Community College 1992 — 1994
AS, Business Administration
Fidelity Investments December 2006 - Present
MetLife 1996 - 2006
Education
University of Massachusetts Boston 1998 — 2000
MBA, Business & Management Information Systems
Limestone College 1994 — 1996
BS, Accounting
Jefferson Community College 1992 — 1994
AS, Business Administration
Jack Graugnard's Fidelity Investments Experience June 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Allianz Life June 2010 - June 2013
Delaware Investments, a member of the Macquarie Group May 2007 - June 2010
Franklin Templeton Investments March 2006 - May 2007
Education
Louisiana State University 1997 — 2001
BA, History
Fidelity Investments June 2013 - Present
Allianz Life June 2010 - June 2013
Delaware Investments, a member of the Macquarie Group May 2007 - June 2010
Franklin Templeton Investments March 2006 - May 2007
Education
Louisiana State University 1997 — 2001
BA, History
Frank Sidoti's Fidelity Investments Experience May 2007 - January 2010
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
Dan Evans's Fidelity Investments Experience 1993 - 1998
Job USAfolios LLC Founder/CEO
Industry Financial Services
Experience
USAfolios LLC April 2012 - Present
Biltmore Family Office, LLC September 2013 - November 2014
Griffin Asset Management April 2012 - September 2013
U.S. Trust January 2004 - April 2012
BankBoston 1998 - 2000
Fidelity Investments 1993 - 1998
US Navy 1983 - 1989
Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, ETFs, Financial Advisory, Management, Strategy, Risk Management, Equities, Alternative Investments, Asset Managment, Business Strategy, Analysis, Fixed Income, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Strategic Planning, Capital Markets, Due Diligence, Financial Modeling, Leadership, Managerial Finance, Strategic Financial..., New Business Development
Education
London Business School 1989 — 1991
MBA, Finance
United States Naval Academy 1979 — 1983
BS, Resources Management
Danbury High School 1976 — 1979
USAfolios LLC April 2012 - Present
Biltmore Family Office, LLC September 2013 - November 2014
Griffin Asset Management April 2012 - September 2013
U.S. Trust January 2004 - April 2012
BankBoston 1998 - 2000
Fidelity Investments 1993 - 1998
US Navy 1983 - 1989
Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, ETFs, Financial Advisory, Management, Strategy, Risk Management, Equities, Alternative Investments, Asset Managment, Business Strategy, Analysis, Fixed Income, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Strategic Planning, Capital Markets, Due Diligence, Financial Modeling, Leadership, Managerial Finance, Strategic Financial..., New Business Development
Education
London Business School 1989 — 1991
MBA, Finance
United States Naval Academy 1979 — 1983
BS, Resources Management
Danbury High School 1976 — 1979
Jodi Klun's Fidelity Investments Experience June 2007 - March 2010
Job Jr. Project Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2013 - May 2015
CVS/Caremark May 2011 - February 2013
Citizens Bank November 2010 - June 2011
Fidelity Investments June 2007 - March 2010
Skills
MS Project, Outlook, Customer Relations, PowerPoint, Excel, Microsoft Office, Customer Service, Word, SharePoint, RFP, PMI, Team Leadership, Volunteer Coordination, Project Coordination, Microsoft Excel, Project Management, Time Management, Visio, CA Clarity, PDLC, Scheduling Management, PMO, Microsoft Word, Volunteer Management, PMP, Project Planning, Software Documentation, Quality Assurance, Vendor Management, SDLC, Leadership, Team Building, Resource Management, Process Improvement, Management, Business Process, Training, Requirements Gathering, Proposal Writing, Business Process..., Agile Project Management, Microsoft Project
Education
New York Institute of Technology 1989 — 1991
MA, Advertising
LIU Post 1985 — 1989
BA, Communications
MassMutual Financial Group June 2013 - May 2015
CVS/Caremark May 2011 - February 2013
Citizens Bank November 2010 - June 2011
Fidelity Investments June 2007 - March 2010
Skills
MS Project, Outlook, Customer Relations, PowerPoint, Excel, Microsoft Office, Customer Service, Word, SharePoint, RFP, PMI, Team Leadership, Volunteer Coordination, Project Coordination, Microsoft Excel, Project Management, Time Management, Visio, CA Clarity, PDLC, Scheduling Management, PMO, Microsoft Word, Volunteer Management, PMP, Project Planning, Software Documentation, Quality Assurance, Vendor Management, SDLC, Leadership, Team Building, Resource Management, Process Improvement, Management, Business Process, Training, Requirements Gathering, Proposal Writing, Business Process..., Agile Project Management, Microsoft Project
Education
New York Institute of Technology 1989 — 1991
MA, Advertising
LIU Post 1985 — 1989
BA, Communications
August Trimbath's Fidelity Investments Experience January 2012 - Present
Job Executive Assistant at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments January 2012 - Present
Triad Consultants December 2007 - December 2008
Lifescape Associates April 2006 - December 2007
Skills
Recruiting, Event Planning, Human Resources, Customer Service, Microsoft Office, Travel Arrangements, Administrative..., PowerPoint, Office Management, Screening Resumes, Microsoft Excel, Payroll, Accounts Payable, Management, Accounts Receivable
Education
Loretto Heights University 1985 — 1986
Dance
Fidelity Investments January 2012 - Present
Triad Consultants December 2007 - December 2008
Lifescape Associates April 2006 - December 2007
Skills
Recruiting, Event Planning, Human Resources, Customer Service, Microsoft Office, Travel Arrangements, Administrative..., PowerPoint, Office Management, Screening Resumes, Microsoft Excel, Payroll, Accounts Payable, Management, Accounts Receivable
Education
Loretto Heights University 1985 — 1986
Dance
Ronald Thalheimer's Fidelity Investments Experience May 1996 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1996 - Present
Skills
Series 7, Mutual Funds, Financial Services, Series 63, Securities, Investments, Wealth Management, Equities, Alternative Investments, Relationship Management, Risk Management, Series 24, Fixed Income, Project Management, Asset Allocation
Education
Loyola University Chicago 1982 — 1985
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science (BS) in Finance
Fidelity Investments May 1996 - Present
Skills
Series 7, Mutual Funds, Financial Services, Series 63, Securities, Investments, Wealth Management, Equities, Alternative Investments, Relationship Management, Risk Management, Series 24, Fixed Income, Project Management, Asset Allocation
Education
Loyola University Chicago 1982 — 1985
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science (BS) in Finance
Trent Dattoli's Fidelity Investments Experience March 2004 - November 2008
Job VPFinancial Consultant
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Fidelity Investments March 2004 - November 2008
Education
LIU Post 1994 — 1997
Bachelors of Science, Finance, Business Administration
Charles Schwab January 2012 - Present
Fidelity Investments March 2004 - November 2008
Education
LIU Post 1994 — 1997
Bachelors of Science, Finance, Business Administration
Cavel Capalbo's Fidelity Investments Experience April 2005 - June 2006
Job Owner of Jamaica Ocean View villa
Industry Hospitality
Experience
Jamaica Ocean View villa 2006 - Present
Fidelity June 2006 - March 2015
Fidelity Investments April 2005 - June 2006
Fidelity Investments April 2003 - August 2005
Fidelity National Financial September 2001 - April 2003
Investors compensation Scheme June 1996 - September 1998
British Telecomunication June 1988 - August 1995
Skills
Hospitality, Retirement, Financial Analysis, Accruals, Rates, Financial Reporting, Balance, Reconciliation, Expenses, Financial Modeling, Investments, Finance, Valuation, Financial Services, Account Reconciliation, Corporate Finance, Managerial Finance, Mutual Funds, Management, Customer Service, Leadership, Analysis, Marketing Strategy, Marketing, Forecasting, Strategic Planning, Social Media, Trading, Securities, Risk Management, Microsoft Excel, Budgets, Microsoft Office, Event Planning, Business Analysis, Team Building, Public Speaking, Budgeting, Data Analysis
Education
University of Greenwich 1999 — 2000
MBA, International Finance
London Metropolitan University
BA Hons, Finance
Jamaica Ocean View villa 2006 - Present
Fidelity June 2006 - March 2015
Fidelity Investments April 2005 - June 2006
Fidelity Investments April 2003 - August 2005
Fidelity National Financial September 2001 - April 2003
Investors compensation Scheme June 1996 - September 1998
British Telecomunication June 1988 - August 1995
Skills
Hospitality, Retirement, Financial Analysis, Accruals, Rates, Financial Reporting, Balance, Reconciliation, Expenses, Financial Modeling, Investments, Finance, Valuation, Financial Services, Account Reconciliation, Corporate Finance, Managerial Finance, Mutual Funds, Management, Customer Service, Leadership, Analysis, Marketing Strategy, Marketing, Forecasting, Strategic Planning, Social Media, Trading, Securities, Risk Management, Microsoft Excel, Budgets, Microsoft Office, Event Planning, Business Analysis, Team Building, Public Speaking, Budgeting, Data Analysis
Education
University of Greenwich 1999 — 2000
MBA, International Finance
London Metropolitan University
BA Hons, Finance
Frances McKenzie's Fidelity Investments Experience 2014 - Present
Job Quality and Controls Specialist
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments September 2007 - April 2014
Plante Moran Finacial Advisors 2005 - 2007
Chris Cooper & Company, Inc. 1990 - 2003
Education
Lourdes University
Accounting and Finance
Fidelity Investments 2014 - Present
Fidelity Investments September 2007 - April 2014
Plante Moran Finacial Advisors 2005 - 2007
Chris Cooper & Company, Inc. 1990 - 2003
Education
Lourdes University
Accounting and Finance
Ajay Arigala's Fidelity Investments Experience Vice President, Technology ManagementFidelity InvestmentsJune 2013 - Present
Job Vice President, Technology Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments Vice President, Technology ManagementFidelity InvestmentsJune 2013 - Present
Fidelity Employer Services Company February 2003 - February 2006
Education
Louisiana State University 1995 — 1997
Masters, Computer Science
Osmania University 1991 — 1995
Bachelor, Mechanical Engineering
Fidelity Investments Vice President, Technology ManagementFidelity InvestmentsJune 2013 - Present
Fidelity Employer Services Company February 2003 - February 2006
Education
Louisiana State University 1995 — 1997
Masters, Computer Science
Osmania University 1991 — 1995
Bachelor, Mechanical Engineering
Dan Singleton's Fidelity Investments Experience 1990 - 2013
Job Business Systems Analyst
Industry Financial Services
Experience
Insight Global November 2013 - Present
Veritude LLC April 2013 - October 2013
Fidelity Investments 1990 - 2013
Veritude August 2007 - December 2012
Singleton Business Consulting January 2005 - January 2007
Singleton Business Consulting July 2004 - December 2004
Johnson and Wales University September 1995 - September 1998
CVS 1992 - 1992
Skills
Publications, Published Whitepaper –..., Teaching, Johnson and Wales..., Experienced Business..., COBOL, VSAM, Requirements Analysis, CICS, DB2, JCL, Fileaid, Mainframe, Databases, SQL, SharePoint, TSO, Testing, SDLC, Visio, Systems Analysis, Agile Methodologies, Software Project..., Requirements Gathering, Vendor Management, User Acceptance Testing, Oracle, Business Analysis
Education
Long Island University, C.W. Post Campus
BPS, Computer Science
Suffolk County Community College
Associate of Arts (AA)
Insight Global November 2013 - Present
Veritude LLC April 2013 - October 2013
Fidelity Investments 1990 - 2013
Veritude August 2007 - December 2012
Singleton Business Consulting January 2005 - January 2007
Singleton Business Consulting July 2004 - December 2004
Johnson and Wales University September 1995 - September 1998
CVS 1992 - 1992
Skills
Publications, Published Whitepaper –..., Teaching, Johnson and Wales..., Experienced Business..., COBOL, VSAM, Requirements Analysis, CICS, DB2, JCL, Fileaid, Mainframe, Databases, SQL, SharePoint, TSO, Testing, SDLC, Visio, Systems Analysis, Agile Methodologies, Software Project..., Requirements Gathering, Vendor Management, User Acceptance Testing, Oracle, Business Analysis
Education
Long Island University, C.W. Post Campus
BPS, Computer Science
Suffolk County Community College
Associate of Arts (AA)
Arnold Pellacani's Fidelity Investments Experience September 2006 - March 2009
Job Sr. Manager Employee Benefits at Sally Beauty Holdings, Inc.
Industry Retail
Experience
Sally Beauty Holdings, Inc. June 2009 - Present
Fidelity Investments September 2006 - March 2009
Fidelity Investments April 2005 - August 2006
Fidelity Investments November 2000 - March 2005
Skills
Employee Benefits, Relationship Management, ERISA, Mergers, Auditing, Sarbanes-Oxley, Data Conversion, Records Management, 401k, Mutual Funds, Financial Services, Defined Benefit, Pensions, Investments, Retirement, Management, Human Resources, Mergers & Acquisitions
Education
Louisiana Tech University 1989 — 1991
MA, Human Relations & Supervision
Louisiana Tech University 1984 — 1989
BS, Finance
Sally Beauty Holdings, Inc. June 2009 - Present
Fidelity Investments September 2006 - March 2009
Fidelity Investments April 2005 - August 2006
Fidelity Investments November 2000 - March 2005
Skills
Employee Benefits, Relationship Management, ERISA, Mergers, Auditing, Sarbanes-Oxley, Data Conversion, Records Management, 401k, Mutual Funds, Financial Services, Defined Benefit, Pensions, Investments, Retirement, Management, Human Resources, Mergers & Acquisitions
Education
Louisiana Tech University 1989 — 1991
MA, Human Relations & Supervision
Louisiana Tech University 1984 — 1989
BS, Finance
Mikhail Tonkonogov's Fidelity Investments Experience December 2000 - September 2002
Job Lead Software Developer at JS Solutions
Industry Information Technology and Services
Experience
JS Solutions (Moscow, Russia) October 2012 - Present
Evans CaseLoad Inc. June 2012 - October 2012
Bell November 2011 - March 2012
Altus Group May 2011 - September 2011
Carlson Marketing Canada November 2010 - April 2011
ROGERS COMMUNICATIONS INC. The Shopping Channel. February 2010 - December 2010
Maple Leaf Foods Inc November 2004 - December 2009
CASHCODE COMPANY INC. October 2003 - October 2004
Travelex December 2002 - August 2003
Fidelity Investments December 2000 - September 2002
Skills
.NET, ASP.NET, T-SQL, Microsoft SQL Server, LINQ, C#, jQuery, WCF, Web Services, Agile Methodologies, SDLC, WF, Entity Framework, MVC, Smarty Template Engine, PHP5, CSS3, MySQL, Yii Framework, Sphinx Search Engine, CSS, Visual Studio, ASP.NET MVC, UML, AJAX, JavaScript, Database Design, Object Oriented Design, SOA, ADO.NET, Web Applications
Education
Moscow State University 1975 — 1980
Master, Faculty of Computational Mathematics and Сybernetics
JS Solutions (Moscow, Russia) October 2012 - Present
Evans CaseLoad Inc. June 2012 - October 2012
Bell November 2011 - March 2012
Altus Group May 2011 - September 2011
Carlson Marketing Canada November 2010 - April 2011
ROGERS COMMUNICATIONS INC. The Shopping Channel. February 2010 - December 2010
Maple Leaf Foods Inc November 2004 - December 2009
CASHCODE COMPANY INC. October 2003 - October 2004
Travelex December 2002 - August 2003
Fidelity Investments December 2000 - September 2002
Skills
.NET, ASP.NET, T-SQL, Microsoft SQL Server, LINQ, C#, jQuery, WCF, Web Services, Agile Methodologies, SDLC, WF, Entity Framework, MVC, Smarty Template Engine, PHP5, CSS3, MySQL, Yii Framework, Sphinx Search Engine, CSS, Visual Studio, ASP.NET MVC, UML, AJAX, JavaScript, Database Design, Object Oriented Design, SOA, ADO.NET, Web Applications
Education
Moscow State University 1975 — 1980
Master, Faculty of Computational Mathematics and Сybernetics
Dee/Dianne Nitzsche's Fidelity Investments Experience April 2013 - Present
Job Senior Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments April 2013 - Present
Kraw Law Group June 2009 - June 2014
Your Stage, Inc. May 2006 - December 2012
Towers Watson May 2006 - May 2009
Buck Consultants February 1998 - May 2005
Aon Hewitt May 1987 - May 1992
Skills
Pensions, Public Speaking, Legal Writing, Legal Research, Employee Benefits, ERISA, Defined Contribution, Health & Welfare..., Affordable Care Act, Qualified Domestic..., Qualified Retirement..., Retirement Plan..., Retirement Benefits, 409A, SPDs, Compensation & Benefits..., Benefits Design, Benefits Administration, Customer Service, Executive Pay, Litigation, Tax, Project Management, Corporate Governance, Marketing, Tax Law, Management, Mediation, Strategy
Education
Loyola University Chicago School of Law 1991 — 1994
J.D., law
Michigan State University 1982 — 1986
B.S., Engineering
Lahser High School
Fidelity Investments April 2013 - Present
Kraw Law Group June 2009 - June 2014
Your Stage, Inc. May 2006 - December 2012
Towers Watson May 2006 - May 2009
Buck Consultants February 1998 - May 2005
Aon Hewitt May 1987 - May 1992
Skills
Pensions, Public Speaking, Legal Writing, Legal Research, Employee Benefits, ERISA, Defined Contribution, Health & Welfare..., Affordable Care Act, Qualified Domestic..., Qualified Retirement..., Retirement Plan..., Retirement Benefits, 409A, SPDs, Compensation & Benefits..., Benefits Design, Benefits Administration, Customer Service, Executive Pay, Litigation, Tax, Project Management, Corporate Governance, Marketing, Tax Law, Management, Mediation, Strategy
Education
Loyola University Chicago School of Law 1991 — 1994
J.D., law
Michigan State University 1982 — 1986
B.S., Engineering
Lahser High School
Gerrick Hardy's Fidelity Investments Experience 1993 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1993 - 2009
Education
Louisiana Tech University 1987 — 1992
BS, Finance
Fidelity Investments 1993 - 2009
Education
Louisiana Tech University 1987 — 1992
BS, Finance
Derek Scupin's Fidelity Investments Experience September 2011 - May 2013
Job Business Systems Analyst
Industry Human Resources
Experience
Fidelity Investments September 2011 - May 2013
Edward Jones Investments January 2008 - October 2010
Edward Jones Investments May 2004 - January 2008
Edward Jones Investments March 2004 - May 2004
Skills
Software Documentation, SQL, Databases, Analysis, Testing, Program Management, Quality Assurance, Data Warehousing, Troubleshooting, Training, Java, Leadership, SDLC, Business Analysis, Visio, PeopleSoft, Oracle, Process Improvement
Education
Webster University 2009 — 2011
Masters, Information Technology Management
Chandler/Gilbert Community College 2008 — 2009
N/A, Information Technology
Lindenwood University 1997 — 2001
Bachelors of Arts degree, an; Graphic Design
Fidelity Investments September 2011 - May 2013
Edward Jones Investments January 2008 - October 2010
Edward Jones Investments May 2004 - January 2008
Edward Jones Investments March 2004 - May 2004
Skills
Software Documentation, SQL, Databases, Analysis, Testing, Program Management, Quality Assurance, Data Warehousing, Troubleshooting, Training, Java, Leadership, SDLC, Business Analysis, Visio, PeopleSoft, Oracle, Process Improvement
Education
Webster University 2009 — 2011
Masters, Information Technology Management
Chandler/Gilbert Community College 2008 — 2009
N/A, Information Technology
Lindenwood University 1997 — 2001
Bachelors of Arts degree, an; Graphic Design
Karen Pratt's Fidelity Investments Experience September 2013 - Present
Job Director Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Education
Loyola University Chicago
Bachelor of Science (B.S.), Psychology
Fidelity Investments September 2013 - Present
Education
Loyola University Chicago
Bachelor of Science (B.S.), Psychology
Nicolas Buisson's Fidelity Investments Experience November 2007 - July 2009
Job Metalsmith
Industry Building Materials
Experience
Bud's Sheet Metal February 2014 - Present
Self employed December 2013 - Present
Self employed December 2013 - Present
Copper By Tom, LLC July 2009 - Present
Fidelity Investments November 2007 - July 2009
University of Cincinnati February 2003 - August 2007
Cincinnati Creates Companies September 2005 - May 2006
Skills
Chemistry, Biology, Biochemistry, Research, Science, Biotechnology, UV/Vis, PCR, Lifesciences, Analytical Chemistry, Statistics, R&D, Data Analysis, Pharmaceutical Industry, Cell Culture, HPLC, Customer Service, Leadership, Team Building, Microsoft Excel, Public Speaking, Microsoft Word, Strategic Planning, Project Management, Product Development, Negotiation, Marketing, Program Management, Analysis
Education
University of Cincinnati 2002 — 2007
BA, MS, Biochemistry
Louisiana State University 2000 — 2002
Music Performance
Bud's Sheet Metal February 2014 - Present
Self employed December 2013 - Present
Self employed December 2013 - Present
Copper By Tom, LLC July 2009 - Present
Fidelity Investments November 2007 - July 2009
University of Cincinnati February 2003 - August 2007
Cincinnati Creates Companies September 2005 - May 2006
Skills
Chemistry, Biology, Biochemistry, Research, Science, Biotechnology, UV/Vis, PCR, Lifesciences, Analytical Chemistry, Statistics, R&D, Data Analysis, Pharmaceutical Industry, Cell Culture, HPLC, Customer Service, Leadership, Team Building, Microsoft Excel, Public Speaking, Microsoft Word, Strategic Planning, Project Management, Product Development, Negotiation, Marketing, Program Management, Analysis
Education
University of Cincinnati 2002 — 2007
BA, MS, Biochemistry
Louisiana State University 2000 — 2002
Music Performance
Robert Deveau's Fidelity Investments Experience May 2014 - June 2015
Job Associate Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Fidelity Investments May 2014 - June 2015
Fidelity Investments December 2011 - April 2014
U.S. District Court, Eastern District of New York August 2009 - December 2009
Skills
Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Outlook, Securities, Financial Analysis, Equities, Financial Services, Analysis, Risk Management, Options, Trading, Mutual Funds
Education
Long Island University, C.W. Post Campus 2006 — 2010
B.A., Political Science
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Fidelity Investments May 2014 - June 2015
Fidelity Investments December 2011 - April 2014
U.S. District Court, Eastern District of New York August 2009 - December 2009
Skills
Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Outlook, Securities, Financial Analysis, Equities, Financial Services, Analysis, Risk Management, Options, Trading, Mutual Funds
Education
Long Island University, C.W. Post Campus 2006 — 2010
B.A., Political Science
Lynn Rusk's Fidelity Investments Experience January 2009 - February 2011
Job IT Project Manager & Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments January 2009 - February 2011
GlaxoSmithKline September 1998 - December 2008
BB&T April 1998 - September 1998
GE Capital November 1996 - March 1998
Electronic Data Systems February 1989 - October 1996
Skills
SDLC, Quality Assurance, Program Management, Databases, Cross-functional Team..., Systems Analysis, COBOL, DB2, Project Management, Testing, SAP, JCL, Software Project..., Business Requirements
Education
University of Wisconsin
BS, Mathematics / Computer Science
Louisiana State University
Fidelity Investments January 2009 - February 2011
GlaxoSmithKline September 1998 - December 2008
BB&T April 1998 - September 1998
GE Capital November 1996 - March 1998
Electronic Data Systems February 1989 - October 1996
Skills
SDLC, Quality Assurance, Program Management, Databases, Cross-functional Team..., Systems Analysis, COBOL, DB2, Project Management, Testing, SAP, JCL, Software Project..., Business Requirements
Education
University of Wisconsin
BS, Mathematics / Computer Science
Louisiana State University
Wesley Boudreaux's Fidelity Investments Experience January 2001 - September 2007
Job Financial Advisor at The Retirement Group LLC
Industry Financial Services
Experience
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
Ed Flaherty's Fidelity Investments Experience December 2004 - November 2013
Job Software Engineer/Consultant CSC Computer Sciences Corporation
Industry Financial Services
Experience
Fidelity Investments December 2004 - November 2013
Veritude/Ciber/others January 1998 - December 2004
J.Baker March 1993 - January 1998
Skills
Software Development, Application Development, C, Programming, HTML, SQL, Unix, Java Enterprise Edition, XML, JSP, Agile Methodologies, Oracle, PL/SQL
Education
University of Massachusetts Lowell 2006 — 2011
BLA, English & History, 3.9
Boston University - Corporate Education 1998 — 1999
Certificate, Client Server & PowerBuilder
LSU
AS, Business
Fidelity Investments December 2004 - November 2013
Veritude/Ciber/others January 1998 - December 2004
J.Baker March 1993 - January 1998
Skills
Software Development, Application Development, C, Programming, HTML, SQL, Unix, Java Enterprise Edition, XML, JSP, Agile Methodologies, Oracle, PL/SQL
Education
University of Massachusetts Lowell 2006 — 2011
BLA, English & History, 3.9
Boston University - Corporate Education 1998 — 1999
Certificate, Client Server & PowerBuilder
LSU
AS, Business
Catherine Bethke's Fidelity Investments Experience April 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
McGraw-Hill Education May 2014 - April 2015
IBM November 2013 - May 2014
IBM March 2013 - November 2013
Loras College 2009 - 2013
Great River Creative, LLC May 2012 - November 2012
State Farm Insurance June 2011 - May 2012
Loras College Dance Marathon May 2011 - May 2012
Skills
Sales, Customer Service, Sales Motivation, Critical Thinking, Positive Team Player, Tenacious Work Ethic, Team-oriented, Analytical Skills, Initiation, Strong Verbal..., Emotional Intelligence, Self-management, Self-awareness, Social Skills, Social Awareness, Strategic Leadership, Committed to Customer..., Problem Solving, Quality Workmanship, Team Building, Outlook, PowerPoint, Customer Satisfaction, Teamwork, Facebook, Leadership, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Microsoft Office, Social Networking
Education
Loras College 2009 — 2013
BA, Marketing, Public Relations, International Business
Loras College 2009 — 2013
Marketing and Public Relations
Fidelity Investments April 2015 - Present
McGraw-Hill Education May 2014 - April 2015
IBM November 2013 - May 2014
IBM March 2013 - November 2013
Loras College 2009 - 2013
Great River Creative, LLC May 2012 - November 2012
State Farm Insurance June 2011 - May 2012
Loras College Dance Marathon May 2011 - May 2012
Skills
Sales, Customer Service, Sales Motivation, Critical Thinking, Positive Team Player, Tenacious Work Ethic, Team-oriented, Analytical Skills, Initiation, Strong Verbal..., Emotional Intelligence, Self-management, Self-awareness, Social Skills, Social Awareness, Strategic Leadership, Committed to Customer..., Problem Solving, Quality Workmanship, Team Building, Outlook, PowerPoint, Customer Satisfaction, Teamwork, Facebook, Leadership, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Microsoft Office, Social Networking
Education
Loras College 2009 — 2013
BA, Marketing, Public Relations, International Business
Loras College 2009 — 2013
Marketing and Public Relations
Virginia Polifroni's Fidelity Investments Experience May 2007 - October 2008
Job Defined Pension Benefits Analyst
Industry Human Resources
Experience
United Nations International School February 2009 - November 2011
Fidelity Investments May 2007 - October 2008
Columbia University March 2007 - May 2007
Mellon/ACS July 2005 - December 2006
Mellon HR Solutions April 1995 - December 2004
Skills
Microsoft Office, Customer Relations, Research, Pensions, Retirement, Customer Service, Public Speaking, Defined Benefit, Employee Benefits, Event Management, Microsoft Word, Insurance, Event Planning, 401k, Editing, Management, Payroll, Public Relations, Actuarial Science, Community Outreach
Education
Long Island University, C.W. Post Campus 1978 — 1982
Bachelor's degree, Criminal Justice/Law Enforcement Administration, 3.2
Long Island University, Brooklyn Campus
Paralegal Certificate
United Nations International School February 2009 - November 2011
Fidelity Investments May 2007 - October 2008
Columbia University March 2007 - May 2007
Mellon/ACS July 2005 - December 2006
Mellon HR Solutions April 1995 - December 2004
Skills
Microsoft Office, Customer Relations, Research, Pensions, Retirement, Customer Service, Public Speaking, Defined Benefit, Employee Benefits, Event Management, Microsoft Word, Insurance, Event Planning, 401k, Editing, Management, Payroll, Public Relations, Actuarial Science, Community Outreach
Education
Long Island University, C.W. Post Campus 1978 — 1982
Bachelor's degree, Criminal Justice/Law Enforcement Administration, 3.2
Long Island University, Brooklyn Campus
Paralegal Certificate
Lorraine Derhammer's Fidelity Investments Experience April 2009 - September 2009
Job
Industry Food & Beverages
Experience
Rodale November 2010 - January 2012
Rodale inc 2011 - 2012
Fidelity Investments April 2009 - September 2009
Starbucks Coffee November 2007 - March 2009
Allentown BrewWorks April 2007 - August 2007
Fegley's Brew Works 2007 - 2007
Apollo Grill July 2005 - May 2006
Historic Hotel Bethlehem November 2001 - June 2005
Skills
Customer Satisfaction, Food & Beverage, Food Safety, Sales, FOH, POS, New Restaurant Openings, Restaurant Management, Social Networking, Banquets, Microsoft Word, Menu Development, Outlook, Time Management, Cashiering, Event Planning, Hiring
Education
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Rowan University
Rowan University
Rodale November 2010 - January 2012
Rodale inc 2011 - 2012
Fidelity Investments April 2009 - September 2009
Starbucks Coffee November 2007 - March 2009
Allentown BrewWorks April 2007 - August 2007
Fegley's Brew Works 2007 - 2007
Apollo Grill July 2005 - May 2006
Historic Hotel Bethlehem November 2001 - June 2005
Skills
Customer Satisfaction, Food & Beverage, Food Safety, Sales, FOH, POS, New Restaurant Openings, Restaurant Management, Social Networking, Banquets, Microsoft Word, Menu Development, Outlook, Time Management, Cashiering, Event Planning, Hiring
Education
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Lincoln Technical Institute-Allentown
Rowan University
Rowan University
Larry Feiss's Fidelity Investments Experience March 1992 - Present
Job Reconciliation Specialist II at Fidelity Investments
Industry Financial Services
Experience
FIDELITY INVESTMENTS FIDELITY INSTITUTIONAL February 2000 - Present
Fidelity Investments March 1992 - Present
FIDELITY INVESTMENTS ADVISOR GROUP June 1999 - February 2000
NATIONAL FINANCIAL SERVICES CORPORATION, LLC May 1997 - May 1999
NATIONAL FINANCIAL SERVICES CORPORATION May 1995 - May 1997
NATIONAL FINANCIAL SERVICES CORPORATION February 1994 - April 1995
FIDELITY SERVICE COMPANY February 1992 - January 1994
Skills
Microsoft Office, FBSI, XTRAC
Education
Long Island University 1987 — 1991
Bachelor of Science, Marketing
FIDELITY INVESTMENTS FIDELITY INSTITUTIONAL February 2000 - Present
Fidelity Investments March 1992 - Present
FIDELITY INVESTMENTS ADVISOR GROUP June 1999 - February 2000
NATIONAL FINANCIAL SERVICES CORPORATION, LLC May 1997 - May 1999
NATIONAL FINANCIAL SERVICES CORPORATION May 1995 - May 1997
NATIONAL FINANCIAL SERVICES CORPORATION February 1994 - April 1995
FIDELITY SERVICE COMPANY February 1992 - January 1994
Skills
Microsoft Office, FBSI, XTRAC
Education
Long Island University 1987 — 1991
Bachelor of Science, Marketing
Christina Rajack's Fidelity Investments Experience 1993 - 2002
Job Senior Manager IT Business Performance & Operations at Ontario Teachers' Pension Plan
Industry Information Technology and Services
Experience
Ontario Teachers' Pension Plan 2013 - Present
Ruecker Consulting Corporation 2012 - 2012
WSIB 2004 - 2012
Voice2Text Inc. 2002 - 2004
Fidelity Investments 1993 - 2002
CIBC Wood Gundy 1989 - 1992
Geographic Information Systems/ Cartography (Various) 1979 - 1989
Royal Canadian Mounted Police 1987 - 1987
Skills
Change Management, Vendor Management, IT Service Management, Program Management, Team Leadership, Strategic Planning, ITIL, COBIT, Metrics & Reporting, Process Improvement, Governance, Customer Experience, Service Level Management, Customer Relationship..., Business Analysis, Business Process..., Management, CRM, IT Strategy
Education
The Niagara Institute
Loyalist College
University of Ottawa / Université d'Ottawa
B. Com. Management & Information Systems (attended)
Seneca College of Applied Arts and Technology
University of Quebec
Herzing Institutes
Ontario Teachers' Pension Plan 2013 - Present
Ruecker Consulting Corporation 2012 - 2012
WSIB 2004 - 2012
Voice2Text Inc. 2002 - 2004
Fidelity Investments 1993 - 2002
CIBC Wood Gundy 1989 - 1992
Geographic Information Systems/ Cartography (Various) 1979 - 1989
Royal Canadian Mounted Police 1987 - 1987
Skills
Change Management, Vendor Management, IT Service Management, Program Management, Team Leadership, Strategic Planning, ITIL, COBIT, Metrics & Reporting, Process Improvement, Governance, Customer Experience, Service Level Management, Customer Relationship..., Business Analysis, Business Process..., Management, CRM, IT Strategy
Education
The Niagara Institute
Loyalist College
University of Ottawa / Université d'Ottawa
B. Com. Management & Information Systems (attended)
Seneca College of Applied Arts and Technology
University of Quebec
Herzing Institutes
Oliver Daddario's Fidelity Investments Experience May 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Blues Island Records & Productions, Inc June 2012 - September 2012
Skills
Microsoft Excel, Leadership, Customer Service, Marketing, Microsoft Word, Investments, Finance, Teamwork, Social Media, Social Networking, Series 7, Photoshop, Series 66
Education
Loyola University of Chicago 2008 — 2013
Bachelor of Business Administration (BBA), International Business / Management
Williston Northampton School 2004 — 2008
High School
Fidelity Investments May 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Blues Island Records & Productions, Inc June 2012 - September 2012
Skills
Microsoft Excel, Leadership, Customer Service, Marketing, Microsoft Word, Investments, Finance, Teamwork, Social Media, Social Networking, Series 7, Photoshop, Series 66
Education
Loyola University of Chicago 2008 — 2013
Bachelor of Business Administration (BBA), International Business / Management
Williston Northampton School 2004 — 2008
High School
Faith Helton's Fidelity Investments Experience August 2013 - Present
Job Benefits Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Process Improvement, Project Management, Microsoft Word, Insurance, Analysis
Education
LIU Brooklyn 2004 — 2008
Fidelity Investments August 2013 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Process Improvement, Project Management, Microsoft Word, Insurance, Analysis
Education
LIU Brooklyn 2004 — 2008
Herb Beck's Fidelity Investments Experience March 2010 - March 2010
Job Retired
Industry Financial Services
Experience
Fidelity Investments March 2010 - March 2010
Education
David Lipscomb University 1964 — 1967
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Fidelity Investments March 2010 - March 2010
Education
David Lipscomb University 1964 — 1967
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank