Fidelity Investments

Industry: Financial services company

Description

Fidelity 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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Mike Weppler Mike Weppler Cincinnati Area Details
Mike Weppler's Fidelity Investments Experience March 2011 - July 2012
Job Mortgage Direct Loan Officer at Huntington National Bank
Industry Real Estate
Experience
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

Mike Rafferty Mike Rafferty Greater Chicago Area Details
Mike Rafferty's Fidelity Investments Experience December 2014 - Present
Job Vice President, Relationship Management at Fidelity Custody and Clearing / National Financial
Industry Financial Services
Experience
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

Jon-Michael Plennert Jon-Michael Plennert Mishawaka, Indiana Details
Jon-Michael Plennert's Fidelity Investments Experience June 2007 - April 2011
Job Investment Analyst at Indiana Trust & Investment Management Company
Industry Investment Management
Experience
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

Jonathan Weimer Jonathan Weimer Paramus, New Jersey Details
Jonathan Weimer's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Dave Staley Dave Staley Cincinnati, Ohio Details
Dave Staley's Fidelity Investments Experience November 2006 - August 2013
Job Financial Services and Retirement Product Management
Industry Financial Services
Experience
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

Karin Pfundstein Karin Pfundstein Greater Denver Area Details
Karin Pfundstein's Fidelity Investments Experience July 1999 - May 2003
Job Student at MSU
Industry Financial Services
Experience
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

Leila Douglas Leila Douglas Parker, Colorado Details
Leila Douglas's Fidelity Investments Experience April 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
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

Rich Addington Rich Addington Cincinnati Area Details
Rich Addington's Fidelity Investments Experience 2010 - August 2013
Job Business Leader
Industry Financial Services
Experience
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

Tara Susalski Tara Susalski Greater Denver Area Details
Tara Susalski's Fidelity Investments Experience February 2015 - Present
Job Fidelity Investments, Inc.
Industry Financial Services
Experience
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

Jacob Downing, CFA, CFP® Jacob Downing, CFA, CFP® Greater Chicago Area Details
Jacob Downing, CFA, CFP®'s Fidelity Investments Experience May 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Adam Conway Adam Conway Columbus, Ohio Area Details
Adam Conway's Fidelity Investments Experience July 1998 - July 1999
Job Securities Principal at Cambridge Investment Research
Industry Financial Services
Experience
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

Mark Lindeman Mark Lindeman Cincinnati Area Details
Mark Lindeman's Fidelity Investments Experience January 2009 - Present
Job Senior Director, Product Management at Fidelity Investments
Industry Financial Services
Experience
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

Adam Flanagan Adam Flanagan Cincinnati, Ohio Details
Adam Flanagan's Fidelity Investments Experience June 2015 - Present
Job Fidelity
Industry Financial Services
Experience
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

Michael Vassar Michael Vassar Oxford, Ohio Details
Michael Vassar's Fidelity Investments Experience January 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
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

Jason M. Farler, CFA Jason M. Farler, CFA Cincinnati Area Details
Jason M. Farler, CFA's Fidelity Investments Experience 1998 - 2000
Job Principal Portfolio Manager at Johnson Investment Counsel, Inc.
Industry Investment Management
Experience
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

Cindy Scherman Fletcher Cindy Scherman Fletcher Cincinnati Area Details
Cindy Scherman Fletcher's Fidelity Investments Experience April 2007 - June 2009
Job Digital Brand Development Manager at Luxottica Retail
Industry Computer Software
Experience
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

Andrew Pipes Andrew Pipes Cincinnati, Ohio Details
Andrew Pipes's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Kristen Cardenzana - Hausfeld Kristen Cardenzana - Hausfeld Cincinnati Area Details
Kristen Cardenzana - Hausfeld's Fidelity Investments Experience March 2001 - October 2001
Job Aviation Legal Operations IT at GE Aviation
Industry Information Technology and Services
Experience
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

Alex Wirt Alex Wirt Cincinnati Area Details
Alex Wirt's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
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

Josh Vanzant Josh Vanzant Cincinnati Area Details
Josh Vanzant's Fidelity Investments Experience August 2009 - July 2010
Job Bankcard Product Manager at Fifth Third Bank
Industry Financial Services
Experience
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

Cason White Cason White Raleigh-Durham, North Carolina Area Details
Cason White's Fidelity Investments Experience July 2013 - Present
Job Mobile Design Lead at Fidelity Investments
Industry Internet
Experience
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

Andrew Backovski Andrew Backovski Cincinnati Area Details
Andrew Backovski's Fidelity Investments Experience December 2011 - Present
Job Registered Rep/Broker at Fidelity Investments
Industry Financial Services
Experience
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

Carla Essen Carla Essen Cincinnati Area Details
Carla Essen's Fidelity Investments Experience September 1997 - September 1999
Job Research Director at MarketVision Research
Industry Market Research
Experience
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

Richard Carlson CFP® Richard Carlson CFP® Tampa/St. Petersburg, Florida Area Details
Richard Carlson CFP®'s Fidelity Investments Experience January 2012 - Present
Job Regional Consultant Florida at Fidelity Investments
Industry Financial Services
Experience
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

Christopher N. Paine Christopher N. Paine Northbridge, Massachusetts Details
Christopher N. Paine's Fidelity Investments Experience March 2014 - Present
Job Director of Leadership Training Implementation at Fidelity Investments
Industry Financial Services
Experience
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

Ryan Dlugosz Ryan Dlugosz Cincinnati Area Details
Ryan Dlugosz's Fidelity Investments Experience January 2010 - December 2010
Job Ruby on Rails Developer and Strategy Consultant
Industry Computer Software
Experience
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

Christopher Gardner, CFA Christopher Gardner, CFA Jacksonville, Florida Details
Christopher Gardner, CFA's Fidelity Investments Experience 2012 - 2013
Job Chief Investment Officer at Capital Analysts of Jacksonville, Florida, Inc.
Industry Financial Services
Experience
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

Mike Stephens, CFA, CAIA Mike Stephens, CFA, CAIA Greater Boston Area Details
Mike Stephens, CFA, CAIA's Fidelity Investments Experience 2004 - December 2007
Job Asset Allocation and Alternative Investments Specialist
Industry Investment Management
Experience
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

Matthew Earl Matthew Earl Cincinnati Area Details
Matthew Earl's Fidelity Investments Experience June 2007 - March 2009
Job Vice President, Managing Client Consultant, Institutional Services at Fifth Third Bank
Industry Investment Management
Experience
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

Michael Shawn McCabe Michael Shawn McCabe Cincinnati Area Details
Michael Shawn McCabe's Fidelity Investments Experience January 1999 - December 2000
Job Telling Great Stories about Good Business
Industry Marketing and Advertising
Experience
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

C. Nicholas Van Horn, MBA C. Nicholas Van Horn, MBA Cincinnati Area Details
C. Nicholas Van Horn, MBA's Fidelity Investments Experience February 2006 - September 2007
Job Field Training Manager at The O.N. Equity Sales Company
Industry Financial Services
Experience
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

Sally Faust Sally Faust Cincinnati Area Details
Sally Faust's Fidelity Investments Experience February 1995 - February 1997
Job Bookkeeper, Business Manager and Consultant
Industry Accounting
Experience
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

Jay Bley Jay Bley Cincinnati Area Details
Jay Bley's Fidelity Investments Experience 1993 - 1999
Job Vice President, National Sales ONESCO at Ohio National Financial Services
Industry Financial Services
Experience
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

Ian Barr Ian Barr Portland, Oregon Area Details
Ian Barr's Fidelity Investments Experience October 1998 - August 1999
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Daniel Hursh Daniel Hursh Dayton, Ohio Area Details
Daniel Hursh's Fidelity Investments Experience 2008 - August 2010
Job Senior Development Manager at TIAACREF
Industry Financial Services
Experience
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

Nivian Hernandez Nivian Hernandez Miami/Fort Lauderdale Area Details
Nivian Hernandez's Fidelity Investments Experience February 2007 - February 2008
Job Director of Office Services at Vector Group Ltd.
Industry Financial Services
Experience
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

Ben Schaffer Ben Schaffer Greater Boston Area Details
Ben Schaffer's Fidelity Investments Experience July 2012 - Present
Job Director, Trading Product Management at Fidelity Investments
Industry Financial Services
Experience
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

Vikas Arora,PMP Vikas Arora,PMP Washington D.C. Metro Area Details
Vikas Arora,PMP's Fidelity Investments Experience April 1996 - May 1999
Job
Industry Information Technology and Services
Experience
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

Jordan Perschel Jordan Perschel Chicago, Illinois Details
Jordan Perschel's Fidelity Investments Experience June 2012 - April 2013
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Sasha Luinstra Sasha Luinstra Greater Denver Area Details
Sasha Luinstra's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Jon Markley, MBA, PMP Jon Markley, MBA, PMP Mason, Ohio Details
Jon Markley, MBA, PMP's Fidelity Investments Experience September 2004 - February 2009
Job
Industry Financial Services
Experience
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

Jonathan Bernstein, JD, CFP® Jonathan Bernstein, JD, CFP® Greater New York City Area Details
Jonathan Bernstein, JD, CFP®'s Fidelity Investments Experience June 2015 - Present
Job Wealth Planning Specialist II at Fidelity Investments
Industry Financial Services
Experience
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

Michele Tylka Michele Tylka Raleigh-Durham, North Carolina Area Details
Michele Tylka's Fidelity Investments Experience July 2012 - Present
Job Director, Human Resources at Fidelity Investments
Industry Financial Services
Experience
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

Jennifer Chapman Jennifer Chapman Jacksonville, Florida Area Details
Jennifer Chapman's Fidelity Investments Experience March 2007 - Present
Job Director of Public Affairs, Fidelity Investments
Industry Financial Services
Experience
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

Alexandra Nikitas Alexandra Nikitas Cambridge, Massachusetts Details
Alexandra Nikitas's Fidelity Investments Experience June 2011 - January 2013
Job Channel Account Manager at HubSpot
Industry Marketing and Advertising
Experience
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

Derek Grove, CFP® Derek Grove, CFP® Cincinnati Area Details
Derek Grove, CFP®'s Fidelity Investments Experience November 2010 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
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

Andrew Kereiakes Andrew Kereiakes Chicago, Illinois Details
Andrew Kereiakes's Fidelity Investments Experience September 2011 - June 2014
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
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

W Ben Keel III CFP® ChFC CFEd CLU* W Ben Keel III CFP® ChFC CFEd CLU* Houston, Texas Area Details
W Ben Keel III CFP® ChFC CFEd CLU*'s Fidelity Investments Experience 2000 - 2008
Job Nationally Recognized Retirement Income Planner I Certified Financial Planner® I Teacher I Husband I Proud Dad
Industry Financial Services
Experience
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

David Harbeitner David Harbeitner Tampa/St. Petersburg, Florida Area Details
David Harbeitner's Fidelity Investments Experience February 1984 - June 1996
Job Certified Financial Planner Practitioner at Pinnacle Wealth Planning Services, Inc.
Industry Financial Services
Experience
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

Andrew Dilbone Andrew Dilbone Cincinnati, Ohio Details
Andrew Dilbone's Fidelity Investments Experience July 2013 - February 2014
Job Regional Sales Specialist at Touchstone Investments
Industry Financial Services
Experience
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

Peggy Sietos Peggy Sietos Greater Denver Area Details
Peggy Sietos's Fidelity Investments Experience July 2013 - February 2014
Job Assistant to SVP/CMO, Chief Administrative Officer and President
Industry Financial Services
Experience
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

Elizabeth Kramer Elizabeth Kramer Cincinnati Area Details
Elizabeth Kramer's Fidelity Investments Experience December 2009 - February 2012
Job Marketing Professional
Industry Marketing and Advertising
Experience
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

Rob Beigh Rob Beigh Cincinnati Area Details
Rob Beigh's Fidelity Investments Experience August 2014 - Present
Job Sr. Management Consultant at Fidelity Investments
Industry Management Consulting
Experience
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

Susan Powell CAP-OM Susan Powell CAP-OM Greater Boston Area Details
Susan Powell CAP-OM's Fidelity Investments Experience March 2012 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
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

Braydon Strous Braydon Strous Greater Nashville Area Details
Braydon Strous's Fidelity Investments Experience August 2006 - July 2009
Job Retirement Plan Consultant: Helping Advisors, Business Owners and Plan Sponsors Offer Competitive Retirement Benefits
Industry Financial Services
Experience
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

Zachary Rollins, CFA Zachary Rollins, CFA Greater Denver Area Details
Zachary Rollins, CFA's Fidelity Investments Experience August 2009 - June 2011
Job Investment Analyst at Bohemian Asset Management
Industry Investment Management
Experience
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

Jacqueline Bell Jacqueline Bell Greater Boston Area Details
Jacqueline Bell's Fidelity Investments Experience February 2007 - October 2010
Job GES HCM Partner Development | Vice President at ADP
Industry Human Resources
Experience
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

Amanda Ottaway Amanda Ottaway Cincinnati Area Details
Amanda Ottaway's Fidelity Investments Experience November 2012 - Present
Job Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Byron Cook Byron Cook Greater Denver Area Details
Byron Cook's Fidelity Investments Experience August 2013 - January 2014
Job Financial Services at Fidelity Investments
Industry Banking
Experience
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

Ginger Timberlake Ginger Timberlake Cincinnati Area Details
Ginger Timberlake's Fidelity Investments Experience August 1993 - September 2002
Job Global Learning Consultant Flavours Division at Givaudan
Industry Human Resources
Experience
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

Kirsten Patzer Kirsten Patzer Greater Boston Area Details
Kirsten Patzer's Fidelity Investments Experience April 2007 - November 2008
Job Vice President, Associate Counsel at LPL Financial
Industry Law Practice
Experience
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

Deb Kelley Deb Kelley Cincinnati Area Details
Deb Kelley's Fidelity Investments Experience 2005 - March 2009
Job Regional Marketing Manager at Ulmer & Berne LLP
Industry Marketing and Advertising
Experience
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

Amy Gibbons (Danielson) Amy Gibbons (Danielson) Greater Boston Area Details
Amy Gibbons (Danielson)'s Fidelity Investments Experience October 2004 - January 2007
Job Project Manager and Systems/Business Analyst
Industry Information Technology and Services
Experience
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

Rick Hobson PMP Rick Hobson PMP Greater Boston Area Details
Rick Hobson PMP's Fidelity Investments Experience February 2008 - Present
Job Director/Program Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
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

Sunil Channappa Sunil Channappa Raleigh-Durham, North Carolina Area Details
Sunil Channappa's Fidelity Investments Experience March 2015 - Present
Job Senior Manager, Production Support at Fidelity Investments
Industry Financial Services
Experience
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

Sarah Goss Sarah Goss Cincinnati Area Details
Sarah Goss's Fidelity Investments Experience April 2005 - April 2006
Job Compliance Officer
Industry Banking
Experience
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

Sheryl Craun Sheryl Craun Cincinnati Area Details
Sheryl Craun's Fidelity Investments Experience January 2007 - Present
Job Managing Director, Sole Record Keeping Operations at TIAACREF
Industry Financial Services
Experience
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

Steven Gerwe Steven Gerwe Cincinnati Area Details
Steven Gerwe's Fidelity Investments Experience February 2000 - August 2001
Job Controller at Skyline Chili
Industry Food Production
Experience
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

Anne McSwigan Anne McSwigan Cincinnati Area Details
Anne McSwigan's Fidelity Investments Experience January 2005 - Present
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2005 - Present
Fidelity Investments   January 2001 - July 2005
Bank One  April 2000 - December 2000
Bank One  October 1997 - April 2000
Bank One  November 1989 - March 1997

Education
Miami University   1984 — 1984
BA, Communications/Publicity

Summit Country Day

David Liles David Liles Cincinnati Area Details
David Liles's Fidelity Investments Experience May 2010 - July 2012
Job Vice President, Client Group Program Manager at First Financial Bank
Industry Financial Services
Experience
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

Andrew Hart, PMP Andrew Hart, PMP Cleveland/Akron, Ohio Area Details
Andrew Hart, PMP's Fidelity Investments Experience June 2005 - August 2005
Job Project Manager/Business Systems Analyst at Oxford and Associates
Industry Financial Services
Experience
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

Amanda Angel Amanda Angel Cincinnati Area Details
Amanda Angel's Fidelity Investments Experience 1999 - Present
Job Supervisor/Stock Broker
Industry Financial Services
Experience
Fidelity Investments   1999 - Present

Education
Miami University   1995 — 1998
BA in Business, Decision Sciences

Michael Dolloff, CFP® Michael Dolloff, CFP® Greater New York City Area Details
Michael Dolloff, CFP®'s Fidelity Investments Experience November 2012 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
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

Glen Pennington Glen Pennington Cincinnati Area Details
Glen Pennington's Fidelity Investments Experience 2005 - April 2010
Job Principal Consultant, Manager at Illumination Works
Industry Information Technology and Services
Experience
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

Michael Hiesener Michael Hiesener Baltimore, Maryland Area Details
Michael Hiesener's Fidelity Investments Experience June 1991 - May 1997
Job Experienced Sales Representative
Industry Marketing and Advertising
Experience
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

Deborah Worthington Deborah Worthington Charlestown, Massachusetts Details
Deborah Worthington's Fidelity Investments Experience July 2007 - December 2011
Job Registered Nurse
Industry Hospital & Health Care
Experience
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

Ben Kirkpatrick Ben Kirkpatrick Cincinnati, Ohio Details
Ben Kirkpatrick's Fidelity Investments Experience June 2007 - June 2008
Job Girl's Soccer Varsity Coach at Archbishop McNicholas High School
Industry Sports
Experience
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

Antonio Belmonte Antonio Belmonte Cleveland/Akron, Ohio Area Details
Antonio Belmonte's Fidelity Investments Experience December 2010 - April 2013
Job Investment Portfolio Administrator at Fairport Asset Management
Industry Financial Services
Experience
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

Andrew Brockman Andrew Brockman Cincinnati Area Details
Andrew Brockman's Fidelity Investments Experience January 2011 - Present
Job Financial Adviser
Industry Financial Services
Experience
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

Jon Hawke Jon Hawke Cincinnati Area Details
Jon Hawke's Fidelity Investments Experience October 1995 - February 1998
Job Controller at Chas A Blatchford & Sons Ltd
Industry Medical Devices
Experience
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

Chance Davis Chance Davis Dallas/Fort Worth Area Details
Chance Davis's Fidelity Investments Experience April 2014 - Present
Job Portfolio Advisory Service Operations Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Aida Gonzalez Aida Gonzalez Greater Philadelphia Area Details
Aida Gonzalez's Fidelity Investments Experience March 2010 - January 2011
Job Wealth Management Advisor at TIAA CREF
Industry Financial Services
Experience
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

Andrias Campbell Andrias Campbell Greater Chicago Area Details
Andrias Campbell's Fidelity Investments Experience July 2011 - Present
Job Regional Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Christian Widmann CFP® Christian Widmann CFP® Dallas/Fort Worth Area Details
Christian Widmann CFP®'s Fidelity Investments Experience 2006 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   2006 - 2011
Fidelity Investments   2004 - 2006

Education
Messiah College
BS, Business Administration

alison keefe alison keefe Greater Boston Area Details
alison keefe's Fidelity Investments Experience August 2000 - August 2011
Job University Relations Manager at Green Mountain Coffee Roasters
Industry Consumer Goods
Experience
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

Jon Toerner, CPA, CFP® Jon Toerner, CPA, CFP® Cincinnati, Ohio Details
Jon Toerner, CPA, CFP®'s Fidelity Investments Experience June 2006 - July 2007
Job Senior Wealth Planning Analyst at Fifth Third Bank
Industry Financial Services
Experience
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

David Vlock David Vlock Elkhorn, Nebraska Details
David Vlock's Fidelity Investments Experience July 2015 - Present
Job Regional Support Technician at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   July 2015 - Present

Education
Metropolitan Community College   2013 — 2015
Associate's Degree

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