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
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Quality Renters January 2015 - Present
Huntington National Bank February 2013 - Present
Fidelity Investments March 2011 - July 2012
Authentic Leadership Cincinnati September 2009 - December 2011
World Financial Group (WFG) August 2006 - February 2011
Linked 2 Leadership April 2010 - November 2010
Coldstream Financial Services June 2004 - April 2006
Skills
Leadership Development, Training, Teaching, Investments, Strategic Financial..., Strategic Planning, Coaching, Entrepreneurship, Public Speaking, Financial Services, Team Building, Leadership, Insurance, Finance, Financial Analysis, Organizational..., Management Consulting, Executive Coaching, Change Management, Community Outreach, Small Business, Strategy, Marketing, Budgets, Business Planning, Executive Management
Education
Miami University 2000 — 2004
Bachelor of Science
Thomas Worthington H.S. 2000 — 2004
Fidelity Investments December 2014 - Present
Pershing, LLC September 2006 - December 2014
Boyer Rosene / Bekins 2001 - 2006
Chicago Kenworth, Inc. 1997 - 2000
Successful Dealer Magazine 1995 - 2000
National Automobile Dealers Association (N.A.D.A.) 1993 - 1999
Arrow Truck Sales, now a Subsidiary of AB Volvo 1994 - 1997
Skills
New Business Development, Conflict Resolution, Mentoring, Merger and Acquisition, Contract Negotiation, Executive Management, Relationship Management, Recruiting, Leadership, Strategic Planning, Program Management, Training, Customer Engagement, Finance, Marketing Strategy, Advertising, Series 7, Series 63, Outsourcing, Securities, Mergers
Education
Miami University
Indiana Trust & Investment Management August 2014 - Present
The Financial Resource Group August 2013 - August 2014
Northern Trust May 2011 - August 2013
Fidelity Investments June 2007 - April 2011
Skills
Investments, Mutual Funds, Trading, Trading Systems, Options, Options Strategies, Fund Accounting, Stocks, Derivatives, Interest Rate Swaps, Bonds, Stock Market, Securities, Bloomberg, Finance, Microsoft Excel, Series 7, Excel, Stock Trading, Stock Research, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Licensed Life & Health...
Education
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Fidelity Investments July 2015 - Present
Santander Bank, N.A. May 2015 - July 2015
William Vitacco Associates June 2014 - April 2015
William Vitacco Associates January 2014 - June 2014
Messiah College August 2009 - May 2013
William Vitacco Associates June 2010 - August 2010
Skills
Microsoft Office, Photoshop, Word, PowerPoint, Excel, Facebook, LinkedIn, Leadership, Diligent, Microsoft Word, Higher Education, Teamwork, Time Management, Customer Service, Networking, Social Networking, Social Media, Event Planning, Fundraising, Critical Thinking, Team Leadership, Research, Microsoft Excel
Education
Messiah College 2009 — 2013
B.S., Business Administration
Long Island Lutheran
Fidelity Investments November 2006 - August 2013
Fidelity Investments September 1998 - October 2006
Fidelity Investments March 1993 - August 1998
Skills
Product Management, Mutual Funds, Leadership, Financial Services, Investments, Operations Management, Internal & External..., Collaborative Problem..., Customer Research and..., Transaction Processing, Six Sigma, Certified Employee..., Series 7, Retirement, Business Analysis, Trading, Business Process..., Budgets, Pricing
Education
Miami University 1983 — 1987
Bachelor of Science (BS), Marketing
St. Xavier High School (Cincinnati, OH) 1979 — 1983
Adams 12 Five Star Schools August 2014 - December 2014
Wells Fargo Capital Finance June 2008 - May 2013
Wells Fargo Capital Finance September 2007 - June 2008
Wells Fargo May 2006 - September 2007
Wells Fargo Institutional Brokerage & Sale June 2003 - March 2006
Fidelity Investments July 1999 - May 2003
Skills
Credit, Credit Analysis, Portfolio Management, Finance, Loans, Asset Based Lending, Financial Analysis, Treasury Management, Commercial Lending, Fixed Income, Bloomberg, Collateral Management, Equities, Investments, Loan Servicing, Problem Solving, Great Organizer, Data Analysis, Maintaining...
Education
Metropolitan State University of Denver 2014 — 2016
Master's degree, Social Work
City University, Bellvue WA
Bachelor of Science (BS), Business Administration
Fidelity Investments April 2015 - Present
Cigna July 2013 - April 2015
Hospital Corporation of America June 2011 - December 2012
Skills
Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Microsoft Office, Customer Service, HIPAA, Microsoft Excel, Microsoft Word, PowerPoint, Software Documentation, Access
Education
Metropolitan State College of Denver 2012 — 2014
Applied Mathematics
Pikes Peak Community College
Schleissheimer Hauptschule
Cincinnati, OH 2013 - Present
Fidelity Investments 2010 - August 2013
Fidelity Investments 2003 - 2009
Fidelity Investments 1998 - 2002
Fidelity Investments 1993 - 1998
Hewitt Associates 1987 - 1993
Skills
CRM, Coaching, Strategic Planning, Leadership, Customer Satisfaction, Financial Services, Vendor Management, Mergers & Acquisitions, Driving Results, Communication Skills, Collaboration, Business Analysis, Talent Development, Team Leadership, Process Improvement, Qualified Retirement..., Implementation, Writing, Small Business
Education
Miami University 1983 — 1987
BS, Systems, Finance
Fidelity Investments February 2015 - Present
Transamerica Financial Advisors, Inc. February 2014 - January 2015
US Health Group August 2013 - February 2014
ProActive Physical Therapy May 2013 - August 2013
Education
Metropolitan State College of Denver 2009 — 2013
Bachelor of Science (BS), Adult Fitness and Exercise Science
Fidelity Investments May 2012 - Present
Fidelity Investments November 2011 - May 2012
Fidelity Investments November 2010 - November 2011
Fidelity Investments May 2006 - October 2009
Education
Miami University
B.S. in Business
Cambridge Investment Research January 2006 - Present
City of Cincinnati December 2003 - December 2005
Miami University August 2001 - November 2003
Lincoln Financial Group July 1999 - December 2000
Fidelity Investments July 1998 - July 1999
Holmes and Jacobs, CPA August 1997 - July 1998
Education
Miami University 2001 — 2003
Master of Arts (M.A.), Political Science and Government
Miami University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Gahanna Lincoln High School 1989 — 1993
College Preparatory
FINMARCOM Consortium January 2010 - Present
Fidelity Investments January 2009 - Present
Fidelity Investments 2000 - 2007
Fidelity Investments August 1995 - August 2002
Cincinnati Microwave 1993 - 1995
General Electric August 1986 - August 1993
Cincinnati Financial Corporation 1985 - 1986
Skills
Business Analysis, Go-to-market Strategy, Product Management, Financial Services, Portfolio Management, Strategic Planning, Cross-functional Team..., Strategy, Leadership, Sales, Process Improvement, Project Planning, Vendor Management, Product Development, Analytics, Program Management, Competitive Analysis, Strategic Partnerships, CRM
Education
Xavier University 1990 — 1992
MBA, Finance
Miami University 1982 — 1986
BS, Finance
Roger Bacon High School 1978 — 1982
HS
Fidelity Investments June 2015 - Present
Morton's The Steakhouse October 2012 - Present
Heine Brothers' Coffee 2012 - 2013
Red Lobster 2008 - 2012
Skills
Food, Restaurant Management, Food, Time Management, Event Planning, Microsoft Office, Social Media
Education
The Southern Baptist Theological Seminary 2011 — 2014
Master's degree, Worldview and Apologetics
Miami University 2006 — 2010
Bachelors of Arts, Philosophy and Religious Studies
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Just Energy July 2012 - August 2012
Fifth Third Bank May 2010 - May 2010
Savage Consulting May 2010 - May 2010
Skills
Value Investing, Communication, English, Presentations, Group Work, Technical Analysis, Information Systems, Teamwork, Asset Management
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Johnson Investment Counsel, Inc. 2006 - Present
Johnson Investment Counsel, Inc. 2003 - 2005
Johnson Investment Counsel, Inc. 2001 - 2003
Fidelity Investments 1998 - 2000
Skills
Wealth Management, Asset Management, Equities, Valuation, Estate Planning, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Manager Selection
Education
Miami University 1997 — 2001
Bachelor of Science, Finance
Luxottica Retail November 2012 - Present
Corbus-Consulting at P&G February 2010 - Present
Bridge Worldwide June 2009 - March 2010
Fidelity Investments April 2007 - June 2009
Nielsen 2005 - 2007
Cincinnati Financial Corporation May 2002 - May 2005
Skills
E-commerce, Project Management, Process Improvement, Business Analysis, SEO, Web Analytics, Business Intelligence, SDLC, Strategic Planning, Microsoft SQL Server, MS Project, Web Development
Education
Miami University 2010 — 2012
Master of Business Administration (MBA) - Aug 2012, Marketing
Miami University 1998 — 2002
Bachelors, MIS, Management, Marketing
Fidelity Investments April 2015 - Present
InSight Works, LLC June 2013 - April 2015
Amazon.com, Inc. December 2014 - January 2015
Queen City Angels June 2013 - January 2014
YapStone, Inc. January 2013 - April 2013
Skills
Marketing, Advertising, Angel Investing, Venture Capital, Social Networking, Social Media Marketing, Mac OS Applications, Salesforce.com, Research, Social Media, SQL, Consumer Behaviour, WordPress, HTML, CSS, New Business Development, Marketing Strategy, Start-ups
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Wittenberg University 2009 — 2010
Indian Hill High School
Miami University Alumni
GE Aviation July 2015 - Present
GE Aviation October 2013 - Present
GE Aviation September 2011 - October 2013
eLynx February 2009 - September 2011
Cincom Systems March 2005 - February 2009
Strata-G Communications March 2004 - January 2005
Provident Bank March 2001 - March 2004
Fidelity Investments March 2001 - October 2001
Synchrony Communications November 1999 - November 2000
Skills
CRM, Webinars, Strategic Partnerships, Project Management, Product Management, Sales, Marketing, Strategy, Management, Team Building, Leadership, Requirements Analysis, New Business Development, Account Management, Budgets, Business Analysis, Business Process..., Cross-functional Team..., Customer Satisfaction, SaaS, Enterprise Software, Solution Selling, Team Leadership, Vendor Management, Program Management, Sales Process
Education
Miami University 1992 — 1996
BA
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments May 2013 - December 2013
IAC May 2012 - August 2012
Zambrero May 2011 - July 2011
New Providence Community Pool June 2008 - August 2010
New Jersey Devils Youth Hockey Club June 2006 - August 2007
Education
Miami University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Bank October 2010 - Present
Fidelity Investments August 2009 - July 2010
Protective Life Insurance Company March 2005 - March 2009
Western-Southern Life Insurance Company January 2004 - March 2005
Skills
Business Development, Competitive Analysis, Investments, Finance, Management, Retail, Sales, Portfolio Management, Project Management, Risk Management, Analysis
Education
Miami University 2009 — 2010
Masters, Business Administration
Vanderbilt University 1998 — 2002
BA, Math, Spanish
Boone County High School
Universidad Complutense de Madrid
Fidelity Investments July 2013 - Present
Hilton Worldwide August 2007 - June 2013
Blackbaud, Inc March 2005 - August 2007
CT White, Inc April 2002 - March 2005
MBS February 2001 - June 2002
iXL, Inc May 1999 - January 2001
Skills
Analysis, Information Architecture, User Experience, Mobile, Business Analysis, User-centered Design, User Interface Design, Content Strategy, Usability Testing, Accessibility, Usability Design, Heuristic Evaluation, Prototyping, E-commerce, Information Design, Contextual Inquiry, Human-computer..., Content Management, User Interface, Visio, HTML, Dreamweaver, CMS, Requirements Gathering, CSS, Interaction Design, Experience Design, Usability Engineering, User Experience Design, Wireframes, Mobile Devices, Usability, Mobile Design
Education
Miami University
BS, Media Management
University of Colorado Denver
MA, Information and Learning Technologies
Fidelity Investments December 2011 - Present
Fidelity Investments January 2011 - December 2011
Miami University Club Handball August 2008 - May 2010
King Cafe January 2007 - May 2010
Skills
Fixed Income, Mutual Funds, Customer Service, Capital Markets, Microsoft Excel, Asset Allocation, Trading, Retirement, Series 7, Series 63, Investments, Financial Analysis, Teamwork, Financial Modeling, Data Analysis
Education
Miami University 2006 — 2010
BA, Economics, Finance Minor
MarketVision Research March 2014 - Present
Carla Essen Photography December 2006 - Present
Illumination Research July 2012 - February 2014
Itracks June 2011 - July 2012
Ladd Research Group January 2009 - October 2010
Watson Pharmaceuticals September 2006 - January 2009
inVentiv Health September 2004 - September 2006
Ohio National Financial Services April 2002 - September 2004
Triplefin March 2000 - December 2001
Fidelity Investments September 1997 - September 1999
Skills
Qualitative Market..., Observational Research, Asking Questions, Conducting Interviews, Focus Groups, Copy Testing, New Product Ideation, Pharmaceuticals, Medical Devices, Surgical Instruments, Financial Sector, Visual Communication, Digital Photography, Social Media, LinkedIn, Facebook, Twitter, Blogging, Typepad, Personal Branding, Customer Insight, Qualitative Research, Pharmaceutical Industry, Market Research, Consumer Behaviour, Financial Services, Product Development, Marketing Research, Data Visualization, Marketing Strategy, Marketing, Online Research, Segmentation, Online Moderation, Interviews, Strategic Planning, Strategy
Education
Miami University 1993 — 1997
BS, Mass Communication
McAuley High School 1989 — 1993
Fidelity Investments January 2012 - Present
Fidelity Investments November 2010 - January 2012
Jupiter Distribution Partners 2010 - 2010
Russell Investments April 2006 - April 2009
Fidelity Investments 1995 - March 2006
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1987 - 1989
Skills
Mutual Funds, Retirement, 401k, Pensions, Series 7, Asset Allocation, FINRA
Education
Miami University
Bachelor of Science, Production and Operations Management
Xavier University - Williams College of Business
MBA
Fidelity Investments March 2014 - Present
New England Chapel April 2013 - November 2013
Fidelity Investments July 2012 - March 2013
Fidelity Investments 2003 - 2012
Fidelity 1994 - 2002
Skills
Business Analysis, Financial Services, Training, Project Management, SDLC, Relationship Management, Vendor Management, Leadership, Program Management, Mutual Funds, Product Development, Human Resources, Portfolio Management, Strategic Planning
Education
Messiah College 1987 — 1991
BS, Marketing
Back Cove Software 2011 - Present
Fidelity Investments January 2010 - December 2010
Fidelity Investments October 2007 - January 2010
RRD Media 1999 - 2010
Fidelity Investments August 2002 - September 2007
SARK, Inc. June 2001 - December 2004
Skills
Ruby on Rails, Strategic Technology..., Product Management, Ruby, Java, Cloud Computing, Linux, SaaS, Ideation, Creative Problem Solving, Software Engineering, PHP, Web, Start-ups, Entrepreneurship, ISV, Idea Generation, Vendor Management, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Business Process..., Program Management, Management, Web Applications, Leadership, Strategy, MySQL
Education
Xavier University 2006 — 2009
MBA, Business
Miami University 1997 — 2001
B.S., Computer Science and Systems Analysis
Capital Analysts of Jacksonville, Florida, Inc. June 2013 - Present
Fidelity Investments 2012 - 2013
Fidelity Investments 2010 - 2012
Fidelity Investments 2010 - 2010
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Skills
Fixed Income, Microsoft Excel, Financial Modeling, Fixed Income Securities, Microsoft Office, CFA Charterholder, Series 7 & 66 Licenses, Statistical Data..., Valuation
Education
Miami University 2004 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
John Hancock Investments May 2014 - Present
John Hancock Investments January 2011 - May 2014
Investment Technology Start-ups December 2007 - January 2011
Fidelity Investments 2004 - December 2007
Fidelity Investments 2000 - 2004
Fidelity Investments February 1996 - January 2000
Fidelity Investments November 1993 - February 1996
Skills
Investments, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Equities, Alternative Investments, Financial Services, Portfolio Management, Investment Management, Retirement Planning, Finance, Venture Capital, Start-ups, Asset Management, Fixed Income
Education
Miami University 1989 — 1993
BS, Finance, Economics
Fifth Third Bank October 2009 - Present
Western & Southern Financial Group April 2009 - October 2009
Fidelity Investments June 2007 - March 2009
Fidelity Investments October 2004 - June 2007
Mutual of Omaha November 2001 - October 2004
Invesmart 2000 - 2001
CBIZ 1997 - 2000
Skills
Investments, Retirement Plans, Business Relationship..., ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Retirement, Financial Services, Business Planning, Retirement Planning, Leadership, CRM, Analysis, Asset Management, Relationship Management, Process Improvement, Sales, Series 63, Qualified Retirement...
Education
Miami University 1992 — 1996
BA
St. Ignatius High School, Cleveland 1988 — 1994
McCabe Media LLC January 2011 - Present
Downtown Cincinnati Restaurant Association February 2015 - Present
Via Vite September 2013 - February 2015
Hammond Law Group, LLC June 1995 - September 2013
Gigglebox Ventures LLC January 2008 - December 2010
Adaptive Wealth Group Inc. October 2009 - June 2010
EquityFlight Investments & Insurance January 2001 - December 2002
Fidelity Investments January 1999 - December 2000
Skills
Small Business, Financial Planning, Public Relations, Fundraising, Social Media, Marketing Communications, Microsoft Office, Sales Management, Marketing Strategy, Social Media Marketing, Excel, Public Speaking, New Business Development, SEO, Strategic Financial..., Expert Communicator, Strategic Planning, Team Building, Marketing, Strategy, Insurance, Leadership, Sales, Microsoft Excel, Investments, Retirement Planning, Estate Planning, Employee Benefits, Entrepreneurship, Retirement, Finance, Management, Customer Service, Business Development, Advertising, Social Networking, Event Planning
Education
Miami University 1997 — 2002
Associates in Arts, Sociology
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
Faust Bookkeeping and Consulting Services March 2008 - Present
Centennial, Inc. May 2010 - June 2011
Sibcy Cline Realtors 2007 - 2008
Lucid Data Corporation August 2002 - August 2007
Fidelity Investments February 1995 - February 1997
Fifth Third Bank August 1993 - February 1995
Skills
Budgets, Business Planning, Management, Financial Analysis, Finance, Small Business, Payroll, QuickBooks, Office Management, Accounts Receivable, Accounting, Bookkeeping, Strategic Planning, Human Resources, Marketing Strategy, Payroll Processing, Personnel Management, Organizational..., Cash Flow, Managerial Finance, Budgeting, Small Business..., Accounts Payable, Financial Management, Management Consulting, Account Reconciliation, Marketing, Nonprofits, Cash Flow Management, Social Media, Coaching & Mentoring, Vendor Management, Retail Sales, Business Process..., Cash Management, Consulting, Operations Management
Education
Miami University 1984 — 1988
B.S., Economics
Mariemont High School 1980 — 1984
Ohio National Financial Services September 1999 - Present
Fidelity Investments 1993 - 1999
Skills
Risk Management, Investments, Compliance, Securities, FINRA, Series 7, Mutual Funds, Series 24, Series 63, Asset Managment, Insurance, Retirement Planning, SEC
Education
Miami University 1989 — 1993
B.S., Finance
JPMorgan Chase Bank, N.A. March 2013 - Present
Associated Bank May 2011 - March 2013
JPMorgan March 2009 - May 2011
JPMorgan April 2004 - April 2007
JPMorgan June 2003 - April 2004
JPMorgan August 1999 - May 2003
Fidelity Investments October 1998 - August 1999
Education
The University of Chicago - Booth School of Business
Master of Business Administration, Finance, Entrepreneurship, Strategic Management
Miami University
Bachelors, Finance
TIAA-CREF June 2013 - Present
Cengage Learning August 2010 - May 2013
Fidelity Investments 2008 - August 2010
LexisNexis USLM Marketing February 2006 - January 2007
Lexis-Nexis 1983 - 2007
LexisNexis December 2000 - February 2006
Mead Data Central 1983 - 1990
Skills
Process Improvement, Systems Analysis, Strategic Planning, Team Leadership, Performance Metrics, Process Engineering, Agile, Change Management, Program Management, Mentoring, Business Intelligence, Problem Solving, Integration, Software Development, Business Strategy, Cross-functional Team..., Strategy, Management, SDLC, Leadership, Quality Assurance, Business Process, Product Management, Enterprise Software, Vendor Management, Enterprise Architecture, Forecasting, CRM
Education
Miami University 1979 — 1983
BS Applied Science
Vector Group Ltd. March 2014 - Present
Ladenburg Thalmann November 2009 - March 2014
Miami International University of Art & Design October 2008 - November 2009
Bulltick Capital Markets March 2008 - September 2008
Fidelity Investments February 2007 - February 2008
Skills
90 WPM, Microsoft Office, Laserfiche, MLXChange, Bilingual-English/Spanis..., Outlook Express, ADP HRB, Management, Advertising, Customer Service, Outlook, Strategic Planning, Exchange Support, Spanish, Payroll, Event Planning, Administration
Education
Miami Dade College 2001 — 2005
Associate's Degree
Miami Dade College
Bachelor of Applied Science (B.A.Sc.), Supervision and Management
Fidelity Investments July 2012 - Present
Fidelity Investments March 2010 - July 2012
Fidelity Investments September 2007 - November 2009
Symphony Services November 2006 - September 2007
Deutsche Bank September 2004 - November 2006
IBM Global Services 1997 - 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Product Management, Backlog Management, Agile Methodologies, Software Project..., Project Management, Requirements Gathering, Financial Services, Vendor Management, Client Engagement, Systems Analysis, Quality Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, SharePoint, Spaces, Rational Team Concert, RequisitePro, Github, ClearCase, PVCS, SourceForge, Eclipse, Visual Studio, VisualAge, FitNesse, HP Quality Center, .NET, Java, C++, C, Visual Basic, JSP, SQL, JavaScript, HTML, DHTML, XML, DB2, Oracle, Microsoft SQL Server, Sybase, SQLite, Access, Eagle PACE
Education
Miami University 1992 — 1996
BA, Politcal Science
Fannie Mae August 2013 - Present
VERISIGN January 2013 - July 2013
Accenture March 2011 - January 2013
Fannie Mae May 2010 - December 2010
Sprint Nextel May 2005 - December 2009
Sprint Nextel February 2003 - May 2005
Sprint Nextel February 2002 - May 2005
Sprint Nextel May 1999 - February 2002
Fidelity Investments April 1996 - May 1999
Hill's Pet Nutrition May 1995 - April 1996
Skills
PMP, PMO, Vendor Management, SDLC, Business Analysis, Release Management, Budgeting, Program Management, Project Portfolio..., MS Project, Project Planning, Risk Management, Software Project..., Change Management, Requirements Analysis, Integration, Telecommunications, ERP, PMI, Deployment, Vendor Relations, Project Implementation, Agile Project Management, ITIL, Outsourcing, Budgets, Business Process, Requirements Gathering, Enterprise Architecture, Project Management, IT Strategy, Software Documentation, Business Intelligence, Governance, Testing, Management, Enterprise Software, Leadership, Software Development, Microsoft Project, System Deployment
Education
The George Washington University 2006 — 2007
Masters Certificate, Project Management
Miami University 1986 — 1988
Masters, Accounting
Morgan Stanley Wealth Management April 2013 - Present
Fidelity Investments June 2012 - April 2013
Miami University August 2010 - January 2012
Worcester Jewish Community Center September 2004 - August 2011
Schmates Realty May 2011 - July 2011
Tibco Spotfire May 2010 - August 2010
Jack Wills Aubin & Wills June 2009 - August 2009
Budget Rent a Car May 2009 - August 2009
The Sole Proprietor April 2008 - August 2008
Skills
PowerPoint, Series 7, Series 63, Bloomberg Terminal, Securities, Equities, Trading, Financial Analysis, Data Analysis, Sales, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, General Securities...
Education
Miami University 2008 — 2012
Bachelor of Science, Finance
Worcester Academy 2004 — 2008
Fidelity Investments July 2015 - Present
Kirk Erectors, Inc. March 2014 - July 2015
Los Dos Potrillos January 2008 - March 2014
A3 Media Network May 2012 - August 2012
Skills
Marketing, Sales, Customer Service, Networking, Business Development, Social Networking, Management, Social Media, Leadership, Social Media Marketing, Account Management, Lead Generation, Public Relations, Cold Calling, Entrepreneurship, Cooling Towers, Negotiation, Microsoft Office, Microsoft Excel, B2B, PowerPoint, CRM, Public Speaking, Team Building, Warm Calling, Inside Sales, Data Analysis, Advertising, Online Marketing, Marketing Strategy, Business Planning, Time Management, Start-ups, Digital Marketing, Strategic Planning, Marketing Research, Business Strategy, Power Generation, Energy Industry, Trade Shows
Education
Metropolitan State University of Denver 2009 — 2013
BS Marketing, minor Entrepreneurship
Arapahoe High School 2005 — 2009
Luxottica Retail May 2009 - Present
Fidelity Investments September 2004 - February 2009
Systems Evolution, Inc April 2002 - September 2004
General Electric August 1998 - April 2002
Champion International Corporation June 1987 - August 1998
Electronic Data Systems 1986 - 1987
Skills
Business Intelligence, Program Management, Strategy, SDLC, PMO, Enterprise Software, Business Analysis, Business Process..., Data Warehousing, IT Strategy, Leadership, Management, Project Portfolio..., PMP, Product Management, Strategic Planning, Agile Methodologies, Project Management, Team Leadership, Analysis, IT Management, Six Sigma, Consulting, Vendor Management, Business Process, Process Improvement, Budgets, Requirements Analysis, Cross-functional Team..., Software Project..., Integration, Information Technology, Enterprise Architecture, Oracle, Software Development, Requirements Gathering, CRM, Visio, ERP, Business Objects, SQL
Education
Xavier University 1994 — 1996
MBA
Miami University 1982 — 1986
BS
Fidelity Investments June 2015 - Present
Fidelity Investments November 2012 - June 2015
Fidelity Investments June 2011 - November 2012
Fidelity Investments July 2010 - June 2011
Stagg, Terenzi, Confusione & Wabnik, LLP February 2009 - August 2010
Schneck Holtzman LLC September 2007 - February 2009
the Tax Court of New Jersey September 2006 - August 2007
David P. Meyer Co., LPA 2004 - 2006
Skills
Legal Research, Securities
Education
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
Miami University 1997 — 2001
Bachelor of Science (B.S.), Finance
Pensacola
Fidelity Investments July 2012 - Present
Progress Energy January 2007 - June 2012
Progress Energy April 2001 - December 2006
Progress Energy September 2000 - March 2001
Interpath Communications 1998 - 2000
Sibson Consulting 1997 - 1998
Skills
Succession Planning, Performance Management, Organizational..., Change Management, Leadership Development, Diversity & Inclusion, Workforce Planning, Talent Management, Employee Engagement, Mergers & Acquisitions, Human Resources, Personnel Management, Organizational Design, Management, Leadership
Education
The Ohio State University Fisher College of Business
Masters, Human Resource Management
Miami University
Bachelors, Psychology
Fidelity Investments March 2007 - Present
LK Industries September 2006 - March 2007
Cornerstone Regional Economic Development Partnership (now JAXUSA Partnership) April 2002 - August 2006
Jacksonville Regional Chamber of Commerce March 2000 - March 2002
Nova Southeastern University January 1997 - March 2000
Miller Brewing Company January 1996 - January 1997
Skills
Community Relations, Non-profits, Public Relations, Government Relations, Event Planning, Social Media, Direct Sales, Lobbying, Community Development, Strategy, Media Relations, Public Speaking, Marketing Communications, Marketing, Fundraising, Government, Program Management, Policy, Nonprofits, Management, Leadership, Community Outreach, Customer Service, Public Policy, Organizational..., Strategic Planning, Economic Development, Start-ups, Proposal Writing
Education
Nova Southeastern University 1997 — 2000
MBA
Miami University 1992 — 1995
Bachelors of Science
Leadership Jacksonville
Leadership Jacksonville
HubSpot April 2015 - Present
Natixis Global Asset Management February 2013 - March 2015
Fidelity Investments June 2011 - January 2013
Fidelity Investments June 2010 - August 2010
McGraw-Hill Education September 2009 - January 2010
Education
Miami University 2007 — 2011
Finance
Fidelity Investments November 2010 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments April 2012 - March 2013
Fidelity Investments May 2011 - April 2012
Fidelity Investments October 2010 - April 2011
CBIZ June 2008 - August 2008
CBIZ Financial Services, Inc. March 2007 - August 2007
Education
Miami University 2005 — 2009
Bachelor's, Finance, Economics
Miami University Study Abroad 2008 — 2008
International Business/Economics, International Business
Goldman Sachs June 2014 - Present
Fidelity Investments September 2011 - June 2014
Fidelity Investments January 2011 - September 2011
Cincinnati Bell June 2010 - December 2010
Skills
Personal and Workplace..., Financial Analysis, Series 7, Mutual Funds, Investments, Financial Modeling, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Valuation, Asset Management, Accounting, Bloomberg, Asset Allocation
Education
Miami University 2006 — 2010
Bachelor of Science, Finance
Indian Hill High School 2002 — 2006
Rice University January 2012 - Present
Financial & Insurance Consultants April 2008 - Present
Financial Planning Association of Houston January 2013 - December 2013
Financial Planning Association of Houston July 2011 - December 2012
Fidelity Investments 2000 - 2008
American Express Financial Advisors 1995 - 1996
US Army & Army National Guard July 1989 - 1995
Skills
Strategic Financial..., Investments, Mutual Funds, Asset Management, Securities, Financial Planners, Retirement Planning, Fixed Annuities, Equities, Retirement, Insurance, Investment Advisory, Wealth Management, Life Insurance, Options, Finance, Small Business, Asset Allocation, Estate Planning, Investment Strategies, FINRA, Financial Advisory, Investment Management, Series 63, 401k, Financial Modeling, Wealth, Personal Finance, IRAs, Pensions, Management, Series 7, Asset Managment, Employee Benefits, Long-term Care, Portfolio Management, Alternative Investments, Financial Services, High Net Worth..., Personal Financial..., Disability Insurance, Roth IRA, Wealth Accumulation, Valuation, Relationship Management, Risk Management, Hedge Funds, Fixed Income, Trading, Term Life Insurance
Education
American Military University 2010 — 2014
MBA, Finance and Marketing, 4.0
The American College 2006 — 2007
Chartered Financial Consultant, Financial Planning
Metropolitan State College of Denver 2004 — 2005
Certified Financial Planner, Finance
Stephen F. Austin State University 1988 — 1997
BBA, Finance & Military Science
Katy High 1984 — 1988
Eagle Scout 1980 — 1983
The American College
Pinnacle Wealth Planning Services, Inc. October 2013 - Present
Harbado Services, LLC July 2011 - September 2013
T Rowe Price Associates June 1996 - April 2011
Fidelity Investments February 1984 - June 1996
Skills
Financial Services, Leadership, Certified Financial..., Investment Advisory, Retirement Planning, Asset Allocation, Quality Management, Customer Service, Kaizen, Project Management, 401k, Mutual Funds, Series 6, Series 7, Series 24, FINRA, Investments, Investment Strategies
Education
Miami University 1980 — 1983
BS, Finance
Touchstone Investments January 2015 - Present
UBS February 2014 - January 2015
Fidelity Investments July 2013 - February 2014
Cantor Fitzgerald June 2012 - August 2012
Rotex Corporation June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science, Finance, Senior
Curian July 2006 - Present
Fidelity Investments July 2013 - February 2014
Wells Fargo Bank 2003 - 2005
Wells Fargo 1996 - 2003
Skills
Customer Service, Project Management, Team Building, Investments, Data Analysis, Marketing Strategy, Asset Management, Outlook, Microsoft Excel, Financial Services
Education
Metropolitan State University of Denver 1996 — 2001
Bachelor of Arts (B.A.), Psychology
Barefoot Proximity June 2014 - February 2015
POSSIBLE June 2013 - June 2014
Powerhouse Factories April 2012 - March 2013
Fidelity Investments December 2009 - February 2012
Fidelity Investments August 2007 - December 2009
Skills
Writing, Marketing project..., Marketing Strategy, Project Management, Branding & Identity, Marketing Management, Cross-functional Team..., Marketing Communications, Copywriting, Product Management, Social Media Marketing, Email Marketing, Strategic Planning, Online Advertising, Salesforce.com, Advertising, Marketing, Digital Marketing, Interactive Marketing, Integrated Marketing, Strategy, Digital Strategy
Education
Miami University
MTSC, Master of Technical and Scientific Communication
Ohio University
Bachelor of Arts
Fidelity Investments August 2014 - Present
Integrated Performance Management November 2002 - Present
Standard Register April 2014 - July 2014
Servpro Industries October 2013 - March 2014
Independent Living Systems, LLC February 2013 - September 2013
First Niagara Bank August 2010 - January 2013
Cardinal Health 2010 - 2010
Centric Consulting 2009 - 2010
Centric Consulting 2009 - 2009
Cardinal Health 2009 - 2009
Skills
Program Management, Process Improvement, Business Analysis, Change Management, Operations Management, Six Sigma, Strategy, SDLC, PMO, Project Portfolio..., ITIL, PMP, Project Management, Leadership, Management, Risk Management, Enterprise Software, Disaster Recovery, Strategic Planning, Training, IT Strategy, Consulting, Business Process..., Business Development, Data Center, Integration, Team Management, Business Intelligence, Requirements Analysis, Business Process
Education
Miami University 1983 — 1984
MBA, Management
The Ohio State University 1979 — 1983
BS, Industrial & Systems Engineering
Fidelity Investments March 2012 - Present
Pillar Financial Advisors January 2001 - August 2011
BlueCross BlueShield of SC September 1999 - October 2000
Mutual of Omaha May 1997 - September 1999
Mutual of Omaha January 1997 - January 1999
American National Bank January 1994 - January 1997
Skills
Administrative..., Calendaring, Office Administration, Confidentiality, Calendars, Travel Arrangements, Spreadsheets, Interviews, Accounts Payable, Concur, Invoicing, Office Management, Leadership, Management, File Management
Education
Metropolitan Community College 2002 — 2005
AS, Applied Science
ADP August 2015 - Present
Jackson January 2014 - August 2015
TD Ameritrade January 2012 - January 2014
Fidelity Investments August 2006 - July 2009
Skills
Safe Harbor, 401k, Investments, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Diversification, Risk Management, Wealth Management, Direct Sales, Relationship Management, Uniform Combined State..., Investment Management, Alternative Investments, Asset Management, Fixed Annuities, Variable Annuities, Sales, Identifying Sales..., Identifying Client Needs, Separately Managed..., Investment Strategies, Investment Advisory, Securities, Equities, Retirement, Retirement Planning, Portfolio Management, Sales Presentations
Education
Miami University 2003 — 2006
Bachelor of Science, Political Science
Bohemian Asset Management November 2014 - Present
U.S. Capital Advisors LLC August 2013 - October 2014
McCombs School of Business August 2011 - May 2013
MBA Investment Fund LLC November 2011 - March 2013
Hersh Family Investments June 2012 - August 2012
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2008 - August 2009
JPMorgan Chase May 2007 - August 2007
Skills
Portfolio Management, Finance, Financial Analysis, Bloomberg, Valuation, Investments, Financial Modeling, Equity Research, Financial Risk, Awesomeness, Securities, Capital Markets, Due Diligence, Securities License, Investment Management, Investment Valuation, Series 7, Sales, Equities, Equity Valuation, Olympic Lifting, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Bloomberg Terminal, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Miami University 2004 — 2008
Finance
ADP August 2015 - Present
ADP June 2015 - Present
ADP June 2013 - May 2015
YASH Technologies July 2012 - June 2013
Deloitte Consulting October 2010 - July 2012
Fidelity Investments February 2007 - October 2010
Accenture October 2004 - February 2007
Skills
Talent Management, HRIS, Change Management, Business Process, Process Improvement, Succession Planning, HR Transformation, Organizational Design, Workforce Planning, Management, SAP HR, SAP, Strategy, Consulting, Business Process..., Recruiting, Human Resources, Deferred Compensation, Employee Benefits, Onboarding, SaaS, PeopleSoft, Training, Personnel Management, Temporary Placement, Leadership, Performance Management, Coaching, Project Management
Education
Miami University 1999 — 2003
Bachelor of Science (BS), Human Resources Management and Services
Fidelity Investments November 2012 - Present
Fidelity Investments April 2007 - November 2012
New York Life Investment Management May 2004 - April 2007
Education
Miami University 1996 — 1998
BS, Physical & Health Education
Miami University 1991 — 1995
BS, Health Appraisal & Enhancement
Fidelity Investments August 2013 - January 2014
Nordstrom FSB May 2011 - June 2013
FRIENDS FIRST February 2009 - June 2011
3CG Digital February 2010 - May 2011
Powers Industries August 2008 - February 2009
Japanese Board of Education August 2006 - August 2008
Shiga Board of Education August 2006 - August 2008
Lafarge NA July 2002 - August 2006
QWest November 2001 - May 2002
COBE Laboratories February 1992 - December 2001
Skills
Quality Assurance, Team Building, Project Management, Training, Process Improvement, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Management, Analysis, Program Management, Marketing, Public Speaking, Sales, Non-profits, Team Leadership, Time Management
Education
University of Phoenix 2004 — 2006
Bachelor's Degree, Business Management
Metropolitan State College of Denver 1998 — 2001
Civil Engineering, Major: Engineering Minor: Mathematics
Givaudan February 2013 - Present
Transfreight, LLC January 2008 - September 2012
SSG Corp April 2007 - December 2007
Western & Southern Financial Group September 2002 - March 2007
Fidelity Investments August 1993 - September 2002
Skills
Talent Management, Organizational..., Succession Planning, Performance Management, Training, Human Resources, Employee Relations, Employee Engagement, Leadership Development, Workforce Planning, Executive Coaching, Team Building, Onboarding, Workshop Facilitation, Leadership, Deferred Compensation, Talent Acquisition
Education
Miami University 1982 — 1986
Bachelor of Arts (BA), Public Administration/Public Personnel Management
LPL Financial March 2009 - Present
Counsel On Call November 2008 - March 2009
Fidelity Investments April 2007 - November 2008
Update Legal September 2006 - November 2008
Looney & Grossman LLP March 2006 - May 2006
Middlesex County District Attorney's Office August 2005 - November 2005
Mulvey, Sneider & Freyman March 2005 - May 2005
Middlesex County Probate & Family Court August 2004 - November 2004
Skills
Litigation, Arbitration, Securities Regulation, FINRA, Mediation, Broker-Dealer, Investment Advisory, Securities Litigation, Financial Services
Education
Northeastern University School of Law 2003 — 2006
Juris Doctor
Metropolitan State University of Denver 1998 — 2002
BA, Music
Ulmer & Berne LLP October 2012 - Present
Kelley ME March 2012 - Present
HR Access May 2005 - March 2012
Fidelity Investments 2005 - March 2009
CoActive Marketing Group January 2001 - May 2005
Skills
Cross-functional Team..., Management, Project Management, Relationship Marketing, Team Leadership, Strategy, Account Management
Education
Miami University
MS, Communications
Ohio University
Bachelor's degree, Psychology
iGATE June 2011 - Present
Veritude October 2010 - April 2011
Veritude January 2007 - June 2008
Fidelity Investments October 2004 - January 2007
Fidelity Investments October 2000 - October 2004
Fidelity Investments January 2000 - October 2000
Fidelity Investments June 1996 - January 2000
Skills
Systems Analysis, Requirements Gathering, Requirements Analysis, Investments, Business Analysis, Agile Methodologies, Process Improvement, SDLC
Education
Miami University 1992 — 1996
Bachelor of Science in Business, Management Information Systems
Fidelity Investments February 2008 - Present
Fidelity Investments January 2005 - January 2008
Fidelity Investments May 1995 - January 2005
MCI June 1993 - April 1995
ADC February 1992 - May 1993
Cap Gemini Sogeti August 1991 - January 1992
Andersen Consulting August 1990 - August 1991
EDS Group April 1990 - August 1990
Eastman Kodak March 1985 - March 1990
Skills
Program Management, Vendor Management, Change Management, SDLC, Project Management, Process Improvement, PMO, Analysis, Leadership, Management, Talent Management, Software Development, PMP, Team Management, Training
Education
Metropolitan State University of Denver 1980 — 1984
Bachelor of Science, Computer and Management Science
Fidelity Investments March 2015 - Present
Fidelity Investments August 2007 - March 2015
Blue Cross Blue Shield of Minnesota 2003 - 2006
Spherion November 1998 - January 2003
Evolus 1995 - 1997
Skills
SQL, XML, SOA, Software Quality..., Quality Center, Quality Assurance, SDLC, Requirements Analysis, Test Automation, Test Planning, Software Project..., Testing, Unix, Visio, Web Services, Requirements Gathering, QTP, Oracle, Regression Testing, Integration, DB2, Agile Project Management, Websphere, Data Warehousing, Databases, Visual Basic, Business Analysis, Test Cases, Waterfall, JavaScript, SOAP, System Testing, Test Management, Software Design, Agile Methodologies, User Acceptance Testing, Software Development, Manual Testing, Project Management, Program Management, Leadership, Process Improvement, Vendor Management, Analysis, Business Process, Management, SharePoint, Business Intelligence, Cross-functional Team...
Education
Metropolitan State University 2002 — 2004
MBA, Accounting and Finance, International Business
Govt. BDT College of Engg 1989 — 1993
BE, Computer Science and Engineering
Fifth Third Bank May 2013 - Present
5/3 February 2008 - Present
Fifth Third Bank April 2006 - February 2008
Fidelity Investments April 2005 - April 2006
Skills
Investments, Banking, Financial Risk, Investment Banking, Series 7, Financial Services, Investment Advisory, Series 63, Securities, Mutual Funds, Equities, Risk Management
Education
Northern Kentucky University 2005 — 2007
Master of Business Administration, MBA
Miami University 2001 — 2004
bachelor, political science
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
Skyline Chili September 2009 - Present
Cincinnati United Contractors June 2007 - August 2008
The Wornick Company March 2002 - December 2006
Fidelity Investments February 2000 - August 2001
Coca-Cola Enterprises August 1988 - December 1999
Skills
Financial Analysis, Budgets, Accounting, Strategic Planning, Process Improvement, Cost Accounting, Variance Analysis, Internal Controls, Financial Reporting, Forecasting, ERP, Inventory Management, Cross-functional Team..., Manufacturing, Accounts Payable
Education
Miami University 1982 — 1986
First Financial Bank July 2012 - Present
Fidelity Investments May 2010 - July 2012
Fidelity Investments January 2007 - May 2010
Fidelity Investments January 2005 - January 2007
Miami University September 1995 - May 2005
Fidelity Investments June 2000 - January 2005
Fidelity Investments June 1994 - June 2000
Procter & Gamble October 1990 - August 1992
US Army September 1987 - September 1990
Education
Miami University 1992 — 1994
MBA, Finance and Management
University of Virginia 1983 — 1987
BA, Environmental Science
Western Branch High School 1979 — 1983
Oxford and Associates August 2011 - Present
Equity Trust Company January 2011 - March 2011
TEKsystems March 2010 - July 2010
Group H, Inc. August 2005 - June 2009
Global System Solutions August 2005 - October 2008
Fidelity Investments June 2005 - August 2005
5/3rd Bank April 2003 - December 2004
Fidelity Investments January 2002 - April 2003
Education
Miami University 1998 — 2003
Bachelor's, Major: Finance; Minor: Entreprenuership
Fidelity Investments 1999 - Present
Education
Miami University 1995 — 1998
BA in Business, Decision Sciences
Fidelity Investments November 2012 - Present
Fidelity Investments November 2009 - November 2012
Smith Barney October 2007 - November 2009
Merrill Lynch March 1991 - October 2007
Skills
Strategic Financial..., Mutual Funds, Asset Allocation, Series 7, Series 63, Financial Modeling, Uniform Combined State..., Series 65, Wealth Management, Equities, Fixed Income, Portfolio Management, Retirement Planning, Investments, Alternative Investments, Securities, Bloomberg, Investment Advisory, Asset Managment, ETFs, 401k, Series 9/10
Education
Miami University 1986 — 1990
BS Business, Finance
Illumination Works April 2010 - Present
Fidelity Investments 2005 - April 2010
Strategic Data Systems May 2004 - March 2010
LNSSI 2009 - 2009
Moser Consulting 2003 - 2004
Self-Employed 1995 - 2003
GE Capital 1995 - 2003
Lasley & Hopkins Inc. 1987 - 1995
Skills
Data Warehousing, Business Intelligence, ETL, Unix, OS X, Data Modeling, Microsoft SQL Server, Oracle Database, DB2, Hadoop, Databases, SQL, Informatica, Erwin, Python, Perl, Performance Tuning, Consulting, Scrum, Agile Methodologies, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Software Development, Data Warehouse..., Strategic Planning, Data Architecture, Software Documentation, Oracle, Oracle SQL Developer, Apache Spark
Education
Miami University 1987 — 1992
Computer Science
Long & Foster Companies August 2004 - March 2012
Department of Defense - Stars and Stripes September 2001 - August 2004
The Baltimore Sun May 1997 - January 2001
Fidelity Investments June 1991 - May 1997
Education
Xavier University 1993 — 1996
MBA, Intl Business
Miami University 1986 — 1990
BS, Finance
Spaulding Rehabilitation Hospital February 2014 - Present
Massachusetts General Hospital June 2012 - January 2014
Fidelity Investments July 2007 - December 2011
Education
MGH Institute of Health Professions 2011 — 2014
MSN/BSN, Acute Care Nurse Practitioner
Suffolk University - Sawyer Business School 2006 — 2008
BSBA, Management
University of Maine 2004 — 2006
Business Administration
Archbishop McNicholas High School January 2013 - Present
Great American Insurance July 2008 - Present
Kings Soccer Academy January 2010 - May 2014
Archbishop McNicholas High School April 2009 - January 2013
Hammer FC August 2008 - December 2010
Fidelity Investments June 2007 - June 2008
Skills
Coaching, Athletics, Training, Event Planning, Sports Coaching, Soccer, NSCAA National Diploma, NSCAA High School..., NSCAA GK 1 Diploma, CPR and First Aid..., Research, Sports, Public Speaking, Event Management, Team Building, Customer Service, Leadership, Sports Management
Education
Ohio University 2011 — 2013
Masters of Coaching Education, Coaching Education, Current: 3.76 GPA
Miami University 2003 — 2007
Bachelors of Science in Finance, Finance
Fairport Asset Management June 2013 - Present
Fidelity Investments December 2010 - April 2013
Skills
Microsoft Excel, Mutual Funds, Cold Calling, Leadership, Customer Service, Financial Analysis, Sales, Series 7, Portfolio Management, Financial Modeling
Education
Miami University 2006 — 2009
Bachelor’s Degree, Economics
Fidelity Investments January 2011 - Present
State Farm Insurance Company August 2008 - August 2009
Mike's Express Carwash April 2004 - August 2008
Education
Miami University 2005 — 2010
Chas A Blatchford & Sons Ltd / DBA Endolite November 2012 - Present
Ethicon Endo-Surgery October 2001 - August 2012
Ethicon Endo-Surgery February 1998 - October 2001
Fidelity Investments October 1995 - February 1998
Fidelity Investments October 1995 - February 1998
Hamiton Fixture February 1990 - October 1995
Liebel - Flarsheim Company August 1988 - February 1990
Skills
SAP, JDE One World, PRMS, Microsoft Excel, Crystal Ball, Minitab, Standards Development, Cost Accounting, Medical Devices, Rebates, Divestitures, Financial Reporting, Accounting, Financial Modeling, Budgets, Variance Analysis, Process Improvement, Finance, Internal Controls, Management, Leadership, Strategic Financial..., Sarbanes-Oxley Act, Forecasting, Financial Analysis
Education
Miami University 1984 — 1988
B.S.
University of Cincinnati
Fidelity Investments April 2014 - Present
Fidelity Investments July 2011 - April 2014
Fidelity Investments May 2007 - August 2011
The Kroger Company August 2006 - May 2007
Oxford Police Department August 2004 - December 2004
US Navy August 1997 - August 2001
Skills
Analysis, Investments, Finance, Mutual Funds, Financial Services, Retirement, Customer Service, Negotiation, Troubleshooting, Fixed Income, Trading, Marketing Research, Financial Risk...
Education
Xavier University
Master of Business Administration (M.B.A.), Management
Miami University
Bachelor's Degree, Political Science
Miami University
Associate's Degree, Marketing
TIAA-CREF March 2014 - Present
Allstate Financial November 2012 - November 2013
Fidelity Investments March 2010 - January 2011
Fidelity Investments September 2007 - March 2010
Allstate January 2006 - August 2007
Ameriprise Financial Services, Inc. January 1999 - January 2006
Skills
Creative Writing, Sales, Superior Client Service, Marketing
Education
Messiah College
B.A, Business Administration
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - July 2011
Fidelity Investments August 2007 - July 2008
MetLife September 2005 - August 2007
Skills
Strategic Financial..., Management, Outlook, Microsoft Office, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Life Insurance
Education
Miami University
B.S., Marketing, Finance
Fidelity Investments 2006 - 2011
Fidelity Investments 2004 - 2006
Education
Messiah College
BS, Business Administration
Keurig Green Mountain, Inc. September 2011 - Present
Green Mountain Coffee Roasters August 2011 - Present
Fidelity Investments August 2000 - August 2011
Boston University June 1998 - August 2000
Dartmouth College June 1990 - July 1995
Skills
College Recruiting, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Recruiting, Leadership, Training, Management, Strategy, Program Management, Marketing, Time Management, Public Speaking, Strategic Planning
Education
Miami University 1988 — 1990
Master of Science (MS), Higher Education/Higher Education Administration
University of New Hampshire 1982 — 1987
Bachelor of Arts (B.A.), Communication, General
Fifth Third Bank August 2008 - Present
Fifth Third Bank July 2007 - July 2008
Fidelity Investments June 2006 - July 2007
Education
Miami University 2002 — 2006
Bachelor of Science, Finance
Fidelity Investments July 2015 - Present
Education
Metropolitan Community College 2013 — 2015
Associate's Degree