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
Bryan T. Baas Bryan T. Baas Dallas/Fort Worth Area Details
Bryan T. Baas's Fidelity Investments Experience December 2009 - January 2011
Job Managing Director Risk Oversight and Controls at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  April 2015 - Present
TD Ameritrade  January 2011 - Present
Fidelity Investments   December 2009 - January 2011
Fidelity Investments, FMR Co.   2001 - January 2010
Fidelity Investments   January 2005 - December 2009
Fidelity  1991 - 2008
Fidelity Investments   September 1997 - April 2001

Skills
Risk, Operational Risk, Risk Assessment, Risk Mitigation, Series 7, Series 24, Business Continuity and..., Operational Compliance, Internal Audit, Risk Management, Financial Risk, Business Continuity, Analysis, Trading, Program Management, Internal Controls, Leadership, Management, Financial Services

Education
University of Cincinnati College of Business   1985 — 1987
Business Adminstration

Miami University   1983 — 1985
Business Adminstration

Gina Stephenson Gina Stephenson Cincinnati Area Details
Gina Stephenson's Fidelity Investments Experience January 2011 - January 2014
Job Strategic Relationship Manager, Voya Financial
Industry Financial Services
Experience
Voya Financial  Director, Relationship ManagerCharles SchwabJanuary 2014 - October 2014
Fidelity Investments   January 2011 - January 2014
Unicorn Show Clothing2004-2010   April 2001 - August 2010
FIDELITY RETIREMENT SERVICES DIVISION   January 1998 - January 2000
FIDELITY RETIREMENT SERVICES DIVISION   January 1993 - January 1998
The Fifth Third Bank  January 1989 - January 1993
Fifth Third Bank  January 1990 - January 1991
Fifth Third Bank  January 1989 - January 1990

Skills
Sales, Management, CRM, Leadership, Product Management, Financial Services, Marketing, 401k

Education
Miami University   1985 — 1989
Bachelor of Science, Business; Organizational Behavior

Turpin High School

Erik E. Hermann, CFP ® Erik E. Hermann, CFP ® Greater Chicago Area Details
Erik E. Hermann, CFP ®'s Fidelity Investments Experience September 2015 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   August 2013 - Present
Fidelity Investments   February 2012 - August 2013
Fidelity Investments   June 2011 - February 2012

Education
Miami University   2007 — 2011
Bachelor of Science, Finance

Dustin Abney Dustin Abney Cincinnati Area Details
Dustin Abney's Fidelity Investments Experience April 2008 - November 2010
Job VP, Customer Experience at dotloop
Industry Real Estate
Experience
dotloop  October 2014 - Present
dotloop  March 2013 - October 2014
The DotLoop Company  May 2012 - March 2013
The DotLoop Company  November 2010 - May 2012
Fidelity Investments   April 2008 - November 2010

Skills
Call Center, Mortgage Lending, Real Estate, Strategic Planning, Salesforce.com, Sales, Customer Satisfaction, Negotiation, SaaS, New Business Development, Business Development, Marketing Strategy, CRM, Account Management, Business Planning, Call Centers, Start-ups, Management, Strategy, Customer Service, Training, Customer Experience, Leadership, Selling, Marketing, Lead Generation, Direct Sales, Contract Negotiation, Cross-functional Team..., Solution Selling, Sales Process, Sales Management, Team Building, Forecasting, Customer Retention, Team Leadership, Entrepreneurship, B2B

Education
Miami University   2003 — 2007
Bachelor, Business Finance

Darren Harp Darren Harp Cincinnati, Ohio Details
Darren Harp's Fidelity Investments Experience October 1998 - July 2003
Job Partner at Artifex Financial Group
Industry Financial Services
Experience
Artifex Financial Group   March 2007 - Present
Fifth Third Bank  July 2003 - March 2007
Fidelity Investments   October 1998 - July 2003

Skills
Financial Advisory, Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Retirement, 401k, Investment Strategies, Lean Tools, Strategic Planning, Six Sigma, Lean Thinking, Asset Allocation, Investment Management, Lean Transformation, Fixed Annuities, Performance Improvement, Lean Operations, Project Planning

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2012
Master of Business, Operational Excellence

Miami University   1993 — 1997
Bachelor of Arts, History

Bellbrook High School   1989 — 1993

Jennifer Kilgore Jennifer Kilgore Chicago, Illinois Details
Jennifer Kilgore's Fidelity Investments Experience 2004 - 2005
Job Sales Practice Principal at Northern Trust Securities
Industry Financial Services
Experience
Northern Trust Securities  November 2013 - Present
Northern Trust  October 2011 - October 2013
Bernstein Global Wealth Management  May 2008 - October 2011
Fidelity Charitable  November 2007 - April 2008
Fidelity Investments   2004 - 2005

Skills
Investments, Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Securities, Fixed Income, Portfolio Management, Investment Management, Wealth Management..., Series 24

Education
Miami University   1999 — 2002
Bachelor of Arts (B.A.), International/Global Studies

Naperville North High School   1995 — 1999

Caren Laverty Caren Laverty Cincinnati, Ohio Details
Caren Laverty's Fidelity Investments Experience August 2011 - April 2013
Job Founder of Femme Street
Industry Financial Services
Experience
Fidelity Investments   August 2011 - April 2013
Fidelity Investments   July 2010 - July 2011
Private Client Group  October 2006 - July 2010
Fidelity Investments   March 2000 - October 2006
Humana  June 1990 - September 1991
Humana  May 1989 - June 1990
Humana  August 1987 - May 1989

Skills
Series 7, Series 63, Series 66, Notary Public, Investments, Financial Planning, Insurance, Asset, Mutual Funds, Stocks, Bonds, Retirement, Asset Allocation, Portfolio Management, Financial Analysis, Retirement Planning, Fixed Annuities

Education
Miami University   1982 — 1986
BS Business, Management

David Pedley, CFP® David Pedley, CFP® Greater Chicago Area Details
David Pedley, CFP®'s Fidelity Investments Experience January 2006 - October 2010
Job Managing Principal at TreeTop Wealth Management, LLC
Industry Financial Services
Experience
TreeTop Wealth Management, LLC   October 2010 - Present
Fidelity Investments   January 2006 - October 2010
Fidelity Investments   February 2003 - December 2005
Fidelity Investments   March 2000 - January 2003
Fidelity Investments   April 1998 - February 2000

Skills
Mutual Funds, Wealth Management, Financial Planning, Portfolio Management, Insurance, Annuities

Education
Miami University   1993 — 1997
B.S., Marketing, Economics

Jackie Jenkins Jackie Jenkins Cincinnati Area Details
Jackie Jenkins's Fidelity Investments Experience July 2010 - January 2012
Job Assistant Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  September 2012 - Present
Fifth Third Bank  January 2012 - August 2012
Fidelity Investments   July 2010 - January 2012
Fidelity Investments   March 2009 - July 2010
Fidelity Investments   October 2005 - February 2009
Humana  2000 - 2004

Skills
Operations Management, Call Centers, Lean Manufacturing, Banking, Financial Services, Call center start-up, Healthcare, Manufacturing..., Distribution Center..., Problem Solving, Mass Mailing, Experienced Trainer, Cross-functional Team..., Strategy, Leadership, Process Improvement

Education
Miami University
Bachelor of Science (BS), Mass Communication/Media Studies

Jeffery Thompson, CFP® Jeffery Thompson, CFP® Indianapolis, Indiana Details
Jeffery Thompson, CFP®'s Fidelity Investments Experience February 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2014 - Present
Fidelity Investments   January 2012 - January 2014
Edward Jones  October 2011 - December 2012

Skills
Strategic Financial..., Mutual Funds, Retirement, Asset Allocation, Investments, Series 7, series 66, Securities, Retirement Planning, Wealth Management, Insurance

Education
Miami University   2005 — 2010
Bachelor of Science (BS), Finance, General

Brian C. Bender Brian C. Bender Cleveland/Akron, Ohio Area Details
Brian C. Bender's Fidelity Investments Experience October 2004 - January 2007
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
Schwab Retirement Plan Services, Inc.   January 2007 - Present
Fidelity Investments   October 2004 - January 2007
Charles Schwab  July 1997 - October 2004

Skills
Sales Process, Business Development, Sales, Account Management, Sales Management, New Business Development, Series 24, Series 7, Series 63

Education
Miami University   1993 — 1997
B.S., Finance & Marketing Double Major, School of Business

Craig Gildenblatt Craig Gildenblatt Cincinnati Area Details
Craig Gildenblatt's Fidelity Investments Experience February 2010 - Present
Job BROKERAGE OPERATIONS REPRESENTATIVE IV
Industry Financial Services
Experience
Fidelity Investments   February 2010 - Present
Key bank  June 2005 - January 2010

Education
Miami University   2001 — 2003
Bachelor's degree, Finance, General

David Caraher, CFP David Caraher, CFP Deerfield, Illinois Details
David Caraher, CFP's Fidelity Investments Experience 1991 - 1999
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   March 2009 - Present
Merrill Lynch  2000 - 2009
Fidelity Investments   1991 - 1999

Education
College of Financial Planning
Certified Financial Planner

Miami University

Julie Talbot Julie Talbot Greater Grand Rapids, Michigan Area Details
Julie Talbot's Fidelity Investments Experience August 2007 - Present
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2007 - Present
Fidelity Investments   2003 - 2007
Fidelity Investments   2000 - 2003

Education
University of Notre Dame - Mendoza College of Business   2013 — 2015
Master of Business Administration (MBA)

Miami University   1994 — 1998
BA, Political Science

Anna High School

Jason Berling Jason Berling Cincinnati Area Details
Jason Berling's Fidelity Investments Experience September 2014 - Present
Job PAS Client Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   June 2013 - August 2014
Fidelity Investments   May 2012 - June 2013
The Gibbs Firm, LPA   June 2011 - October 2011
United States Senate  May 2010 - July 2010

Education
Miami University   2007 — 2011
Political Science, American Politics, International & Comparative Politics, 3.51

Jon McEvoy, CFP® Jon McEvoy, CFP® Cincinnati Area Details
Jon McEvoy, CFP®'s Fidelity Investments Experience September 2009 - January 2011
Job Portfolio Manager, Johnson Investment Services at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel  July 2015 - Present
Johnson Investment Counsel  July 2013 - Present
Johnson Investment Counsel  January 2011 - July 2013
Fidelity Investments   September 2009 - January 2011
Fidelity Investments   May 2006 - September 2009

Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Equities

Education
Miami University   2001 — 2005
Marketing, Entrepreneurship

Jeffrey Diefenthaler Jeffrey Diefenthaler Detroit, Michigan Details
Jeffrey Diefenthaler's Fidelity Investments Experience 1998 - 2009
Job Vice President, Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   January 2015 - Present
TIAA-CREF  December 2012 - January 2015
MBC Investment Consulting   2009 - 2012
Fidelity Investments   1998 - 2009

Education
Miami University
Bachelor of Science

Chris Bouvin Chris Bouvin Cincinnati Area Details
Chris Bouvin's Fidelity Investments Experience April 2011 - Present
Job Vice President, Estimation & Capacity Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2011 - Present
Fidelity Investments   April 2009 - 2011
Fidelity Investments   May 2006 - April 2009

Education
Miami University   1995 — 1998
MBA, Business Administration

University of Kentucky   1985 — 1992

Jonathan Jarvis Jonathan Jarvis Cincinnati Area Details
Jonathan Jarvis's Fidelity Investments Experience 1989 - 1996
Job I work with Financial Service professionals to help solve investment and practice managements issues.
Industry Financial Services
Experience
Ameritas Investment Corp.  January 2006 - Present
Oak Hills Bank   2002 - 2005
FIS a Division of Western Southern   April 2001 - September 2002
Fidelity Investments   1989 - 1996
Fidelity Investments   1989 - 1996

Skills
Practice Management, Sales, Team Building, Sales Growth, Case Analysis, Research, Training, Salesforce CRM, Building Relationships, Vendor Relationships, Video Conferencing, Portfolio Assessment, Reporting & Analysis, Cross Selling, Managed Portfolios, Retirement Planning, Commission Work, Professional..., Industry Meetings, Investments, Series 7, Retirement, Mutual Funds, Financial Advisory

Education
Miami University   1984 — 1989
Bachelor of Arts (B.A.), Public Administration/Political Science

Miami University   1984 — 1989
Bachelor's degree, Political Science and Government

Justin Brown, CFP ® Justin Brown, CFP ® Cincinnati, Ohio Details
Justin Brown, CFP ®'s Fidelity Investments Experience May 2010 - March 2013
Job Financial Advisor at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors  January 2014 - Present
The Retirement Corporation of America (RIA)   April 2013 - January 2014
Fidelity Investments   May 2010 - March 2013
Fidelity Investments   October 2007 - May 2010
Fidelity Investments   August 2006 - October 2007
Fidelity Investments   October 2005 - August 2006

Education
Miami University   1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Double Major in Engineering Management & Manufacturing Engineering

Damian Kramer Damian Kramer Indianapolis, Indiana Area Details
Damian Kramer's Fidelity Investments Experience August 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   June 2013 - August 2014
Fidelity Investments   December 2012 - June 2013
Fidelity Investments   June 2012 - December 2012
45 East Bar and Grill  April 2010 - June 2012

Skills
Series 7, Customer Service, Series 63, Risk Management, Data Analysis, Microsoft Office, Finance, Sales, Customer Satisfaction, Retirement, Mutual Funds, Asset Allocation, Securities, Fixed Income, Management, Life Insurance

Education
Miami University   2008 — 2012
B.A., Economics

Christine Gorczyk Christine Gorczyk Cincinnati Area Details
Christine Gorczyk's Fidelity Investments Experience January 2001 - November 2001
Job Owner, Photographer at Krysia Photography
Industry Pharmaceuticals
Experience
Krysia Photography   March 2007 - Present
Prasco  September 2005 - August 2012
Shire  2002 - 2004
Fidelity Investments   January 2001 - November 2001
Fidelity Investments   April 1997 - January 2001
Fluor Daniel Fernald  November 1996 - April 1997
Fluor Daniel Fernald  January 1995 - November 1996

Skills
Accruals, Accounting, Finance, Marketing Support, Business Analysis, Financial Analysis, Financial Planning, Financial Reporting, Portrait Photography, Management, Project Management, Strategic Financial..., Forecasting, Leadership

Education
Wilmington College Ohio   1995 — 1999
Business Management, Accounting and Business/Management

Miami University   1990 — 1993
Accounting, MIS

Jana LaVanway Jana LaVanway Chandler, Arizona Details
Jana LaVanway's Fidelity Investments Experience December 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2012 - Present

Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Asset Allocation, Wealth Management, 401k Rollovers, Wealth Accumulation, Business Planning, Sales Management, New Business Development, Needs Analysis, Asset Protection, CPE/CE Instructor (CPA), College Savings Plans, Account Management, Financial Education, Annuities, Portfolio Management

Education
Miami University   1980 — 1984
BA

Dan Weller Dan Weller Indianapolis, Indiana Details
Dan Weller's Fidelity Investments Experience September 2007 - December 2007
Job Pastoral Resident for Local Outreach at College Park Church
Industry Religious Institutions
Experience
College Park Church  June 2014 - Present
Bethlehem Baptist Church  May 2011 - May 2014
Fifth Third Bank  March 2008 - August 2010
Fidelity Investments   September 2007 - December 2007
Campus Crusade for Christ  July 2006 - July 2007
Campus Crusade for Christ  August 2005 - June 2006

Skills
Public Speaking, Teaching, Leadership, Microsoft Office, Nonprofits, Volunteer Management, Community Outreach, Leadership Development, Event Planning, Social Networking

Education
Bethlehem Seminary   2010 — 2014
Master of Divinity (M.Div.)

Miami University   2001 — 2005
B.S., Finance

Jeff Shaver Jeff Shaver Cincinnati Area Details
Jeff Shaver's Fidelity Investments Experience October 2005 - February 2006
Job Senior Human Resources Generalist at Miami University
Industry Professional Training & Coaching
Experience
Miami University  December 2014 - Present
Apple, Inc.   October 2012 - January 2015
Apple, Inc.   February 2008 - October 2012
Apple, Inc.   November 2007 - February 2008
Humphries Casters and Supply   November 2006 - December 2007
Fidelity Investments   October 2005 - February 2006
Campus Crusade for Christ  August 2004 - July 2005
Campus Crusade for Christ  August 2003 - August 2004

Skills
Training Facilitation, Training, Workshop Facilitation, Teaching Adults, Technical Training, Building Relationships, Employee Training, Hands-on Training, Instructional Design, iWork, Aperture, iPod, OS X, Keynote, iPad, iPhone, Mac, iOS, Mac OS X, Mac OS, Apple Certified, iPhone Support, iMovie, Sales, Business Development, Account Management, Mac OS X Server, Driving Results, Final Cut Pro, Violin, Video Editing, Solution Selling, E-Learning, iTunes, Social Media, Customer Service, Leadership, Event Planning

Education
Xavier University   2013 — 2015
MS, Human Resource Development

Miami University   2000 — 2003
BA, Interpersonal Communication

The Ohio State University   1998 — 2000
Landscape Design and Construction

Jay Savely Jay Savely Greater Boston Area Details
Jay Savely's Fidelity Investments Experience 1994 - Present
Job Senior Vice President at Fidelity FOREX, Inc.
Industry Financial Services
Experience
Fidelity FOREX, Inc.   1994 - Present
Fidelity Investments   1994 - Present
Fidelity Capital Markets  1994 - Present
The Boston Company, BNY Mellon   1985 - 1994

Skills
Financial Services, Hedge Funds, Investments, Equities, Securities, Capital Markets, Series 63, Fixed Income, Asset Management, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Portfolio Management, Series 7

Education
Miami University   1981 — 1985
Bachelor’s Degree, Business Administration and Management, General

John Seibert John Seibert Columbus, Ohio Area Details
John Seibert's Fidelity Investments Experience 1993 - 1997
Job Manager, Information Risk Management
Industry Insurance
Experience
Nationwide Insurance  March 2005 - Present
Intellirisk  March 2004 - March 2005
MEDEX Healthcare, Inc.   August 2003 - March 2004
Covance  2000 - 2003
Oxford Consulting Group  1997 - 2000
Fidelity Investments   1993 - 1997

Skills
Disaster Recovery, Business Continuity, Risk Management, PMP, Project Management, Data Center, Enterprise Software, Information Technology, Leadership, Management, Integration, IT Management, IT Strategy

Education
Xavier University - School of Business Administration   1993 — 2006
MBA, Business

Miami University   1987 — 1991
Bachelor of Science, Finance

Batavia High School   1984 — 1987

Dave Sargent, CFA Dave Sargent, CFA Cincinnati Area Details
Dave Sargent, CFA's Fidelity Investments Experience July 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present
Fidelity Investments   February 2010 - July 2010
Fidelity Investments   August 2007 - February 2010
UPS  April 2002 - August 2007

Education
Miami University
BS, Finance

Elizabeth Dziedzic Elizabeth Dziedzic Chicago, Illinois Details
Elizabeth Dziedzic's Fidelity Investments Experience September 1996 - July 2009
Job VP Child Development & Research aka Stay at Home Mom
Industry Financial Services
Experience
Dziedzic Family Enterprise   July 2009 - Present
Fidelity Investments   September 1996 - July 2009
Star Bank - now U.S. Bank   September 1988 - August 1996

Skills
Financial Services, Leadership, Marketing, Strategic Planning

Education
Miami University   1984 — 1988
1988, Finance, Decision Sciences

Emily Chlan Emily Chlan New York, New York Details
Emily Chlan's Fidelity Investments Experience May 2010 - August 2010
Job Associate Director, Digital Investment at OMD
Industry Marketing and Advertising
Experience
OMD Worldwide  February 2015 - Present
Mindshare  May 2014 - February 2015
Mindshare  November 2011 - May 2014
Mindshare  July 2011 - November 2011
Fidelity Investments   May 2010 - August 2010
WCVB-TV, Channel 5  June 2009 - August 2009
Wollaston Golf Club  June 2009 - August 2009
In The Pink  May 2007 - August 2007

Skills
Digital Media, Media Planning, Social Media, Public Relations, Social Media Marketing, Digital Strategy, Digital Marketing, Online Advertising, Mobile Marketing, Media Buying, Integrated Marketing, Advertising

Education
Miami University
Bachelor of Arts

Joshua Spungen Joshua Spungen Lake Forest, Illinois Details
Joshua Spungen's Fidelity Investments Experience June 2014 - August 2014
Job Team Financial Advisor (TFA) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
The Florence & Laurence Spungen Family Foundation   June 2010 - May 2015
Fidelity Investments   June 2014 - August 2014
Wells Fargo Advisors - Hefter, Leshem, Margolis Capital Management   May 2013 - August 2013

Education
Miami University   2011 — 2015
Bachelor of Science (BS), Finance Major, History Minor

University of Virginia - Semester at Sea
Finance, History, Economics

Miami University’s John E. Dolibois European Center - Differdange, Luxembourg
Finance, History, Management, Music, French

Adlai E. Stevenson High School   2007 — 2011

Blake Price Blake Price Cincinnati Area Details
Blake Price's Fidelity Investments Experience September 2014 - March 2015
Job Client Service Associate at Truepoint Wealth Counsel
Industry Financial Services
Experience
Truepoint Wealth Counsel  April 2015 - Present
Fidelity Investments   September 2014 - March 2015
Fidelity Investments   May 2013 - March 2015
Miami University  August 2011 - March 2013
Money Concepts  May 2012 - August 2012
Hoffman Munipical Pool   May 2006 - August 2012

Education
Miami University   2009 — 2013
Bachelor of Science (B.S.), Finance, General, GPA 3.96

Breanne Nugent, MPA Breanne Nugent, MPA Louisville, Kentucky Details
Breanne Nugent, MPA's Fidelity Investments Experience June 2007 - July 2009
Job Small Business Ally
Industry Consumer Services
Experience
About An Idea - Your Small Business Ally   October 2014 - Present
Louisville Metro Government  March 2015 - Present
The North Face  July 2014 - September 2014
Athleta  March 2013 - July 2014
ArtWorks  April 2012 - October 2012
Charlotte Area Transit System  June 2011 - September 2011
Charlotte Symphony Orchestra  September 2009 - August 2010
Fidelity Investments   June 2007 - July 2009
Miami University  January 2005 - May 2007

Skills
Customer Service, Facebook, Social Media Marketing, Arts Administration, SPSS, Community Development, Microsoft Office, Trade Finance, Project Coordination, Database Administration, Data Analysis, Raiser's Edge, MS Office Suite, Twitter, Blogging, Research, Microsoft Excel, Social Media, Squarespace, Photoshop

Education
University of North Carolina at Charlotte   2009 — 2011
Master of Public Administration, Arts Administration

Miami University   2003 — 2007
Bachelor of Science, Business; Marketing; Mass Communications

Jennifer Lippiatt Hays Jennifer Lippiatt Hays Houston, Texas Area Details
Jennifer Lippiatt Hays's Fidelity Investments Experience February 2002 - April 2002
Job Workflow & Data Collection Implementation Manager Americas at Ipsos
Industry Market Research
Experience
Ipsos  March 2014 - Present
Ipsos ASI  April 2011 - March 2014
Ipsos ASI  April 2009 - April 2011
Ipsos ASI  January 2006 - April 2009
Ipsos ASI  February 2004 - January 2006
Ipsos ASI  January 2003 - February 2004
Ipsos ASI  April 2002 - January 2003
Berlitz Corporation  February 2002 - April 2002
Fidelity Investments   February 2002 - April 2002
Miami University  January 1999 - December 2001

Skills
Advertising Research, Quantitative Research, Questionnaire Design, Brand Equity, Marketing Research, Customer Insight, Consumer Insight, Online Research, Survey Research, Market Research, Focus Groups, Research Design, Data Analysis, Library Reference, Qualitative Data, Training, Presentations, Responsiveness, Customer Service, Process Management, Cross Functional Team..., Enterprise Systems..., Advertising, Food & Beverage, Superior Client Service, Information Sharing, Client Services

Education
Miami University   1998 — 2001
Bachelors of Science and Arts, Marketing and History

Jordan Hajnosz Jordan Hajnosz Chicago, Illinois Details
Jordan Hajnosz's Fidelity Investments Experience June 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   July 2013 - June 2014
Fidelity Investments   June 2012 - July 2013
Omnicare  June 2011 - August 2011
DFAS  June 2010 - December 2010

Education
Miami University   2008 — 2012
BS, Accounting and Finance, 3.5/4.0

Jason Cerjak Jason Cerjak Greater Denver Area Details
Jason Cerjak's Fidelity Investments Experience March 2004 - March 2011
Job Meteorologist at WeatherNationTV
Industry Broadcast Media
Experience
WeatherNation  June 2015 - Present
Affinity Gaming, LLC  August 2011 - March 2015
Fidelity Investments   March 2004 - March 2011

Skills
Customer Service, Microsoft Office, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis, Broadcast Television, Broadcast Journalism, Radio Broadcasting, Radio Production, Radio, Television News, Television Studio..., Web Design, Web Development, Photoshop, Photoshop Elements, Adobe Audition, Meteorology, Investments

Education
Colorado Media School   2014 — 2015
Radio and Television, 4.000

North Carolina State University   2000 — 2002
Master's Degree, Meteorology, 3.500

Miami University   1996 — 2000
Bachelor's Degree, Secondary Education and Teaching, 3.400

Brenda Kohta Brenda Kohta Cincinnati Area Details
Brenda Kohta's Fidelity Investments Experience September 1991 - September 1997
Job Senior Consultant
Industry Information Technology and Services
Experience
General Cable  May 2004 - February 2015
General Cable  February 2002 - May 2004
General Cable  May 2000 - February 2002
Luxottica Group  September 1997 - May 2000
Fidelity Investments   September 1991 - September 1997

Skills
Project Management, Cross-functional Team..., Business Analysis, Leadership, Communication, Lean Manufacturing, Team Leadership, SDLC, Strategic Planning, Integration, ERP, Six Sigma, Comm, Software Development, Process Improvement, Databases

Education
Miami University   1985 — 1989
Bachelor of Arts (B.A.), History

University of Cincinnati
Certification in Client/ Server Development, Information Technology

Boris Sokolsky Boris Sokolsky Greater Los Angeles Area Details
Boris Sokolsky's Fidelity Investments Experience June 2000 - December 2011
Job Managing Director,TriNet Ambrose
Industry Human Resources
Experience
TriNet  February 2015 - Present
Ambrose Employer Group, LLC  January 2012 - January 2015
Fidelity Investments   June 2000 - December 2011
Fidelity Investments   November 1997 - June 2000

Skills
Hedge Funds, Private Equity, Salesforce.com, New Business Development, Relationship Management

Education
Xavier University
MBA, Business Administration

Miami University
BS, Finance

Dale Ruegg Dale Ruegg Miami/Fort Lauderdale Area Details
Dale Ruegg's Fidelity Investments Experience January 1997 - January 1998
Job Admissions Advisor at Kaplan University
Industry Higher Education
Experience
Kaplan University  July 2013 - Present
Visionary Investments   August 2011 - June 2013
Ecolab  May 2010 - August 2011
PF Chang's China Bistro  February 2004 - April 2010
Matrix Marketing  January 1998 - January 2004
Fidelity Investments   January 1997 - January 1998

Skills
Certified Food Safety..., Investments, Commodity, Admissions, Retirement Planning, Student Financial Aid, Student Recruiting, Retaining Customers, Academic Administration, Sales Operations, Resume Writing, CRM, College Recruiting, Sales, Customer Retention, Public Speaking, Career Counseling, Enrollment Management, Team Building, Customer Service, Higher Education, Leadership, Training, Staff Development

Education
Miami University   1990 — 1995
Bachelor of Sience in Business, Finance and Marketing

North Andover High School   1988 — 1990
High School Diploma

Sycamore High School   1986 — 1988
High School

Christopher Sale, Assoc. AIA Christopher Sale, Assoc. AIA Greater New York City Area Details
Christopher Sale, Assoc. AIA's Fidelity Investments Experience May 2005 - August 2005
Job Project Architectural Staff at Corgan Associates
Industry Architecture & Planning
Experience
Corgan Associates  August 2008 - Present
Corgan Associates  June 2007 - August 2007
Fidelity Investments   May 2005 - August 2005

Skills
Architectural Design, Interior Design, Architecture, Project Management, Submittals, Leadership, Event Planning, Construction Management, Project Planning, Construction, Social Media

Education
Miami University   2004 — 2008
BA, Architecture, Minor: Landscape Architecture, Concentration: Interior Design

Xaverian Brothers High School   2000 — 2004

Ellie Pohlman Ellie Pohlman Cincinnati, Ohio Details
Ellie Pohlman's Fidelity Investments Experience 1991 - 1998
Job Marketing Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2012 - Present
Winston Investment Management   February 2011 - September 2012
Glenny Glass Company   June 2009 - February 2011
Fidelity Investments   1991 - 1998
Fidelity Investments   1989 - 1991

Education
University of Cincinnati   1981 — 1983
Bachelor of Science (BS), Education - Community Health

Miami University   1978 — 1981
Working toward B.S. in Education, Community Health Services/Liaison/Counseling

Chelsea Sando Chelsea Sando Cincinnati Area Details
Chelsea Sando's Fidelity Investments Experience February 2015 - Present
Job Executive Services Representative
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Fidelity Investments   November 2012 - January 2015
Fidelity Investments   April 2012 - November 2012
Fidelity Investments   October 2011 - April 2012
Quarterback Transportation  May 2011 - August 2011
Marcum Conference Center  September 2008 - May 2011
Vector Marketing  May 2007 - August 2007

Skills
Sales, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking, Customer Service

Education
Miami University   2007 — 2011
Bachelor of Arts, Organizational Speech Communication

Indian Hill High School   2003 — 2007

David Dettmer David Dettmer Louisville, Kentucky Area Details
David Dettmer's Fidelity Investments Experience July 2015 - Present
Job Financial Consultant, CFP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   May 2011 - Present
Fidelity Investments   June 1999 - Present
Fidelity Investments   June 1999 - May 2011

Skills
Series 7, Series 63, Retirement Planning, Certified Financial..., Mutual Funds, Retirement, Asset Allocation, Wealth Management, Financial Services, Investments, Relationship Management, Fixed Income, Financial Planning, IRAs, ETFs, High Net Worth..., 401k Rollovers, Personal Finance

Education
Miami University   1994 — 1998
Bachelor of Science (BS), Finance, General

Carlos A. Prince Carlos A. Prince Greater Philadelphia Area Details
Carlos A. Prince's Fidelity Investments Experience June 2008 - December 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
TIAA-CREF  March 2012 - June 2014
TD Ameritrade  January 2010 - January 2012
Fidelity Investments   June 2008 - December 2009
Fidelity Investments   February 2005 - June 2008

Skills
Fixed Income, Portfolio Management, Pensions, Strategic Financial..., Strategy, Finance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Alternative Investments, FINRA, High Net Worth..., Estate Planning

Education
Wilmington University   2012 — 2015
Organizational Management

Miami University   1999 — 2002

Lakota East High School   1996 — 1999

Jeremiah Gordon Jeremiah Gordon Cincinnati Area Details
Jeremiah Gordon's Fidelity Investments Experience August 2015 - Present
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
LINKOLOGY  May 2015 - August 2015
GNC  August 2014 - April 2015

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Customer Service, Research, Time Management, Teamwork, Public Speaking, Leadership, Sales, Marketing Strategy

Education
Miami University   2011 — 2015
Bachelor's Degree, Foods, Nutrition, and Wellness Studies, General

Miami University   2011 — 2015
Bachelor's degree

Joel Staffilino Joel Staffilino Greater Pittsburgh Area Details
Joel Staffilino's Fidelity Investments Experience November 1999 - November 2005
Job Vice President of Acquisitions / Operations At Glimcher Group
Industry Commercial Real Estate
Experience
Phillips Edison & Company  December 2013 - May 2015
Phillips Edison & Company  July 2010 - December 2013
Phillips Edison & Company  January 2009 - July 2010
Phillips Edison & Company  October 2007 - January 2009
Phillips Edison & Company  January 2006 - October 2007
Fidelity Investments   November 1999 - November 2005
Morgan Stanley  May 1999 - November 1999

Skills
Real Estate, Asset Managment, Financial Modeling, Contract Negotiation, Investor Relations, Shopping Centers, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate Financing, Leases, Disposition, Investment Properties, Underwriting, Asset Management, Portfolio Management, Finance, Real Estate Development, Brokerage, Valuation, Investors, Analysis, Acquisitions, Mergers & Acquisitions, Tenant, Accounting, Financial Analysis, Location Intelligence, Due Diligence, Corporate Real Estate, Investments, Sales, Property Management, Landlords, Dispositions

Education
Xavier University - School of Business Administration   2001 — 2004
MBA

Miami University   1995 — 1999
BS, Business

Felicia Zakem Felicia Zakem Cincinnati Area Details
Felicia Zakem's Fidelity Investments Experience March 2001 - March 2004
Job Community Engagement
Industry Philanthropy
Experience
Jewish Federation of Cincinnati  April 2010 - Present
Jewish Federation of Cincinnati  2010 - Present
Fidelity Investments   March 2001 - March 2004

Skills
Volunteer Management, Philanthropy, Nonprofits, Community Outreach, Fundraising, Public Speaking, Stewardship, Non-profits, Donor Management, Annual Giving

Education
University of Cincinnati College of Business   1998 — 2000
MBA

Miami University   1991 — 1995

Dan Shelton Dan Shelton Cincinnati Area Details
Dan Shelton's Fidelity Investments Experience January 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   January 2010 - January 2014

Skills
Marketing Strategy, Business Analysis, Process Improvement, Strategy, IT Project Leadership, Management Consulting, Product Management, Requirements Analysis, Change Management, Program Management, Requirements Gathering, Project Planning, Team Leadership, Data Analysis, Management, Team Building, Product Development, Financial Analysis, Project Management, Business Intelligence, Cross-functional Team..., Strategic Planning, Software Requirements, Vendor Management, SDLC, IT Project & Program..., Analysis, PMO, Project Portfolio...

Education
Northern Kentucky University—Salmon P. Chase College of Law   2002 — 2006
J.D.

University of Cincinnati College of Business   1998 — 1999
MBA, Information Technology/Operations Management

Miami University   1992 — 1996
BS

JP Williams, CFP® JP Williams, CFP® Columbus, Ohio Area Details
JP Williams, CFP®'s Fidelity Investments Experience February 2010 - June 2015
Job Vice President, Investment Officer at First Financial Bank
Industry Financial Services
Experience
First Financial Bank  June 2015 - Present
Fidelity Investments   February 2010 - June 2015
Fidelity Investments   July 2006 - January 2010
Fidelity Investments   September 2005 - June 2006
Fidelity Investments   October 2004 - August 2005
Cinergy  April 2003 - October 2004

Skills
Retirement Planning, Income Planning, Certified Financial..., Portfolio Management, Wealth Management, Holistic Financial..., Establish & Maintain..., Asset Management, Mutual Funds, Series 7, Series 66, Financial Services, Insurance, Employee Benefits, 401k, 401k Rollovers, Pensions, Fixed Income, Annuities, ETFs, Bonds, Life Insurance, Financial Planning, Investments, Retirement, Estate Planning

Education
Miami University   1997 — 2001
Bachelor of Science (B.S.), Management Organizational Leadership and Marketing

Chad Pope Chad Pope Columbus, Ohio Area Details
Chad Pope's Fidelity Investments Experience November 1998 - September 2003
Job Staff Nurse at The Ohio State Medical Center
Industry Hospital & Health Care
Experience
The Ohio State Medical Center  May 2010 - Present
The Ohio State University Medical Center  June 2004 - December 2008
Fidelity Investments   November 1998 - September 2003

Education
Mount Carmel College   2009 — 2010
BSN, Nursing

Miami University   1991 — 1995
BS, Education/Communication

Brian Bolan Brian Bolan Cincinnati Area Details
Brian Bolan's Fidelity Investments Experience March 1998 - October 2002
Job President at Bolan Capital Management
Industry Financial Services
Experience
Bolan Capital Management   August 2014 - Present
Faculty Investment Advisors   August 2009 - August 2014
Fidelity Inverstments   September 2002 - August 2009
USBank  October 2002 - September 2003
Fidelity Investments   March 1998 - October 2002
Merrill Lynch  December 1996 - March 1998

Skills
Retirement, 401k, Investments, Series 7, Series 63, Retirement Planning, Mutual Funds, Strategic Planning, Leadership, Employee Benefits, Insurance, Process Improvement, Strategic Financial..., Wealth Management, Series 6, Account Management

Education
Miami University   1992 — 1996
BS, Psychology

Summit Country Day   1988 — 1992

Seven Hills   1982 — 1987

Jon Therrian Jon Therrian Cleveland/Akron, Ohio Area Details
Jon Therrian's Fidelity Investments Experience June 2010 - May 2012
Job Brewer at Cellar Rats Brewery
Industry Food & Beverages
Experience
Xian Brewery   April 2014 - Present
Cellar Rats Brewery   July 2013 - March 2014
Chardon Brew Works   May 2013 - July 2013
Brewlab   January 2013 - May 2013
NotesToNewYork.com   January 2012 - September 2012
Fidelity Investments   June 2010 - May 2012
Fidelity Investments   June 2009 - June 2010
Fidelity Investments   October 2007 - June 2009
The Mayfield Sand Ridge Club  June 2000 - September 2007

Skills
Portfolio Management, Insurance, Financial Analysis, Mutual Funds, Microsoft Excel, Series 63, Series 7, Customer Service, Microsoft Office, Accounting, Wealth Management, Investments

Education
UC Berkeley   2012 — 2012
N/A, Statistical Analysis, A

Miami University   2003 — 2007
BA, Finance / Entrepreneurship

Jon Slote Jon Slote Greater Boston Area Details
Jon Slote's Fidelity Investments Experience VP Strategic Planning and ReportingFidelity Investments2003 - Present
Job VP, Strategic Planning and Reporting at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   VP Strategic Planning and ReportingFidelity Investments2003 - Present

Education
Miami University   1972 — 1976

Jennifer Brant Jennifer Brant Jacksonville, Florida Area Details
Jennifer Brant's Fidelity Investments Experience July 2006 - Present
Job VP of Operations and Quality at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2006 - Present
Fidelity Investments   2005 - 2006
Fidelity Investments   2003 - 2005

Education
Miami University   1987 — 1991

Andy Gehr Andy Gehr Cincinnati Area Details
Andy Gehr's Fidelity Investments Experience May 2010 - Present
Job Senior Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2010 - Present
Fidelity Investments   June 2005 - May 2010
Fidelity Investments   2000 - 2005
Fidelity Investments   1999 - 2000
Fidelity Investments   1997 - 1999

Skills
Business Analysis, SDLC, Risk Management, Program Management, Process Improvement, Change Management, Project Management, 401k, Retirement, Relationship Management, Retirement Planning, Investments

Education
Xavier University - Williams College of Business   1995 — 1999
MBA

Miami University   1989 — 1993

Emily Dannemiller, CFP® Emily Dannemiller, CFP® Cincinnati Area Details
Emily Dannemiller, CFP®'s Fidelity Investments Experience November 2014 - Present
Job Investment Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
FoundryM   November 2009 - Present
Fidelity Investments   January 2013 - November 2014
Fidelity Investments   January 2010 - December 2012
Fidelity Investments   February 2008 - January 2010
Fidelity Investments   January 2007 - February 2008
Fidelity Investments   January 2006 - January 2007
Fidelity Investments   September 2004 - January 2006
Interscope record   2002 - 2004

Skills
Series 7, Finance, Investments, Series 63, Mutual Funds, Management, Sales, Time Management, Series 66, Portfolio Management, Strategic Financial..., Marketing, Process Improvement, Team Building, Asset Allocation, Project Planning, Retirement Planning

Education
Miami University   2000 — 2004
Bachelor of Science, Finance

Seton High School   1997 — 2000

Xavier University

Don McArdle Don McArdle Greater Boston Area Details
Don McArdle's Fidelity Investments Experience June 1995 - October 2005
Job Vice President at State Street Corporation
Industry Financial Services
Experience
State Street Corp  October 2005 - Present
Fidelity Investments   June 1995 - October 2005

Skills
Series 7, Series 63, Series 24, AML, Separately Managed..., Retirement, Financial Markets, ETFs, Options, Trading, FINRA, Investments, Financial Services, Equities, Mutual Funds, Fixed Income

Education
Miami University
Bachelor of Science (BS), Business Administration

University of Pennsylvania - The Wharton School (CA)
CRCP

John Seavey John Seavey Cincinnati Area Details
John Seavey's Fidelity Investments Experience 2010 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2010 - Present
Fidelity Investments   2007 - 2010
Fidelity Investments   2004 - 2007
Fidelity Investments   2000 - 2004
Victoria Insurance  1994 - 2000
Prudential Financial  1992 - 1994

Education
Miami University   1987 — 1991
Bachelor's degree, English Literature

David Findlow, CFP David Findlow, CFP Greater Denver Area Details
David Findlow, CFP's Fidelity Investments Experience September 1998 - May 2008
Job V.P. Financial ConsultantExecutive Services
Industry Financial Services
Experience
Charles Schwab  June 2008 - Present
Fidelity Investments   September 1998 - May 2008
Fidelity Investments   April 1991 - September 1998

Skills
Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Asset Management, Strategic Planning, Series 63, Management

Education
Miami University   1986 — 1990
Bachelor's Degree, Business Marketing

Jeffery Hooper Jeffery Hooper Cincinnati Area Details
Jeffery Hooper's Fidelity Investments Experience 1995 - 2000
Job Architecture Consultant
Industry Information Services
Experience
Cincinnati Bell Technology Solutions  2007 - Present
Xerox Global Services  2000 - 2007
Fidelity Investments   1995 - 2000
Xerox Global Services  1994 - 1995
Great American Insurance  April 1992 - September 1994
GE Aircraft Engines  1984 - 1992

Skills
Storage, Solution Selling, Data Center, Disaster Recovery, Account Management, Virtualization, Enterprise Software, High Availability, Direct Sales, Solaris, NetApp, Security, Enterprise Architecture, Pre-sales, HP, Cloud Computing

Education
Miami University   1981 — 1984
Systems Analysis

Hamilton High School   1978 — 1981
Diploma

Erick Blenk Erick Blenk Cincinnati Area Details
Erick Blenk's Fidelity Investments Experience March 1994 - March 2011
Job Real Estate Agent at Comey & Shepherd
Industry Real Estate
Experience
Comey & Shepherd  March 2015 - Present
SEI - Cincinnati   January 2014 - February 2015
Ingage Partners, LLC  August 2013 - December 2013
Cavalier Distributing  March 2011 - January 2013
Fidelity Investments   March 1994 - March 2011
Butler County Department of Development   May 1992 - March 1994

Education
Xavier University - Williams College of Business   1997 — 2000
MBA

Miami University   1988 — 1992
BA, Public Administration

Anne Guthrie Anne Guthrie Cincinnati Area Details
Anne Guthrie's Fidelity Investments Experience January 1990 - March 1995
Job Owner, Anne Guthrie Properties
Industry Real Estate
Experience
Anne Guthrie Properties   March 1992 - Present
Fidelity Investments   January 1990 - March 1995
Smith Barney  January 1989 - October 1989
EF Hutton  September 1988 - December 1988

Skills
Home Education, Pre-School Sunday..., Makes homemade skin..., Suzuki violin: parent...

Education
The Institute of Biblical International Studies
Bible prophecy, Doctrine and History

Xavier University - School of Business Administration   1991 — 1995
MBA

Miami University   1983 — 1987
BS, Marketing

Sycamore High School   1982 — 1983

Walnut Hills High Schol   1978 — 1981

Francesco Ross Francesco Ross Cincinnati Area Details
Francesco Ross's Fidelity Investments Experience Financial Sales ConsultantPNC BankSeptember 2010 - August 2011
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   Financial Sales ConsultantPNC BankSeptember 2010 - August 2011
PNC Bank  January 2008 - August 2010
Cincinnati Jungle Kats   January 2007 - July 2007
Columbus Blue Jackets  September 2006 - January 2007

Education
Xavier University   2005 — 2006
Master of Education, Sport Administration

Miami University   1999 — 2003
Bachelor of Science, Business Finance

Carlos Prince Carlos Prince Greater Philadelphia Area Details
Carlos Prince's Fidelity Investments Experience February 2007 - Present
Job Private Client Specialist at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments   February 2007 - Present

Education
Miami University   1999 — 2002

Jason Chamlee Jason Chamlee Cincinnati Area Details
Jason Chamlee's Fidelity Investments Experience August 2006 - August 2007
Job Project Manager at The Model Group
Industry Real Estate
Experience
The Model Group  March 2015 - Present
Pleasant Ridge Development Corporation   July 2011 - Present
Port of Greater Cincinnati Development Authority  April 2012 - March 2015
CityLink Center  March 2012 - July 2012
Cincinnati Development Fund  September 2010 - September 2011
City of Cincinnati - Office of Budget and Evaluation   June 2010 - September 2010
Northern Kentucky Tri-County Economic Development Corporation (Tri-ED)   February 2010 - June 2010
Fund Evaluation Group  August 2007 - August 2009
Fidelity Investments   August 2006 - August 2007

Education
University of Cincinnati   2009 — 2011
Masters, Community Planning

Miami University   2000 — 2004
Bachelors, History, Economics

Janell Tumblison Janell Tumblison Raleigh-Durham, North Carolina Area Details
Janell Tumblison's Fidelity Investments Experience July 2007 - Present
Job Senior QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2007 - Present
LabCorp  May 1999 - July 2007
LabCorp  March 1997 - May 1999

Education
Miami University   1990 — 1998
BA, Zoology

Chris Riedford Chris Riedford Raleigh-Durham, North Carolina Area Details
Chris Riedford's Fidelity Investments Experience March 2014 - Present
Job Senior systems analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   March 2014 - Present
Veritude  February 2013 - March 2014
Zuna Infotech  September 2011 - January 2013
The Bartech Group  September 2006 - September 2011
Delphi  2003 - 2008
EDS  1985 - 1997

Education
University of Evansville   1982 — 1984
BSCS, Computer Science

Miami University   1980 — 1982
BS, Systems Analysis

Jacob Kanipe-Illig Jacob Kanipe-Illig Cincinnati Area Details
Jacob Kanipe-Illig's Fidelity Investments Experience March 2011 - July 2012
Job Principal Consultant at Cardinal Solutions
Industry Computer Software
Experience
Cardinal Solutions  June 2009 - Present
Fifth Third Bank  July 2013 - Present
Cincinnati Children's Hospital Medical Center  April 2013 - May 2013
Vantiv  July 2012 - April 2013
Fidelity Investments   March 2011 - July 2012
Kroger  March 2010 - March 2011
Bridge Worldwide  August 2009 - February 2010

Skills
Spring, Web Services, JavaScript, Java, Android, Agile Methodologies, jQuery, Mobile Applications, SQL, Hibernate, iOS, CSS, Android Development, iPhone Application..., Git, Software Project..., Spring Framework, Eclipse, Enterprise Architecture, REST

Education
Miami University   2005 — 2009
BS, Computer Science

Grant Deppe Grant Deppe Greater Boston Area Details
Grant Deppe's Fidelity Investments Experience 2015 - Present
Job Senior Product Manager, Digital Marketing Technologies
Industry Information Technology and Services
Experience
Fidelity Investments   2015 - Present
Fidelity Investments   2008 - 2014
Fidelity Investments   2003 - 2008
Hewitt Associates  1996 - 2003

Skills
Software Project..., Test Planning, SDLC, Project Planning, Vendor Management, Requirements Analysis, Waterfall, Requirements Gathering, Business Analysis, Agile Methodologies, Program Management, Project Management, Data Warehousing, Systems Analysis, SQL, Offshoring, Business Intelligence, Outsourcing, Resource Management, Project Portfolio..., Analytics, IT Strategy, Software Development, SaaS, Project Delivery, SharePoint, Financial Services, Enterprise Software, Data Analysis, Web Analytics, XML, Software Quality..., MS Project, User Acceptance Testing, Change Management, Release Management, Business Process..., Visio, Test & Target, SiteCatalyst, Ensighten, Doubleclick, Tag Management, Data Modeling, Omniture

Education
Miami University   1992 — 1996
BS, Decision Sciences, Marketing

Joe Davey Joe Davey Cincinnati Area Details
Joe Davey's Fidelity Investments Experience
Job Implementation Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Series 7, Financial Services, Agile Methodologies, Business Analysis, Process Improvement, Risk Management, Relationship Management, Vendor Management, Series 63, Requirements Gathering, Requirements Analysis, SDLC, Defined Benefit, Visio, Program Management

Education
Miami University   1979 — 1984

Jonathan Roe Jonathan Roe Cleveland/Akron, Ohio Area Details
Jonathan Roe's Fidelity Investments Experience June 2006 - July 2007
Job VP, Portfolio Manager Asset Based Lending at KeyBank
Industry Banking
Experience
KeyBank  April 2015 - Present
Fifth Third Bank  August 2011 - April 2015
PNC  July 2007 - August 2011
Fidelity Investments   June 2006 - July 2007

Skills
Credit Analysis, Underwriting, Credit Risk, Commercial Lending, Commercial Banking, Loans, Credit, Portfolio Management, Banking, Risk Management

Education
Case Western Reserve University - Weatherhead School of Management   2008 — 2011
Master of Business Administration (M.B.A.), Finance & Banking

Miami University   2002 — 2006
BA, Philosophy

Byron Shooner Byron Shooner Cincinnati Area Details
Byron Shooner's Fidelity Investments Experience June 2012 - Present
Job Relationship Management at Fidelity Workplace Investing
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   2005 - June 2012
Fidelity Investments   September 2000 - 2005

Skills
Series 7, Investments

Education
Miami University   1987 — 1991
Bachelor of Science, Finance

Jason K. Burgett Jason K. Burgett Cleveland/Akron, Ohio Area Details
Jason K. Burgett's Fidelity Investments Experience 1997 - 2002
Job Law Firm
Industry Law Practice
Experience
Jason K. Burgett, Attorney at Law   October 2009 - Present
L. Randolph Amis, Esq. PC   2005 - 2008
Kenton County Circuit Court   2003 - 2005
Fidelity Investments   1997 - 2002

Education
Northern Kentucky University—Salmon P. Chase College of Law   2000 — 2004
J.D., Law

Miami University

New Philadelphia High School

Jeff VerStreate Jeff VerStreate Cincinnati Area Details
Jeff VerStreate's Fidelity Investments Experience March 2007 - March 2008
Job Retirement Analyst at Macy's
Industry Financial Services
Experience
Macy's  December 2009 - Present
Fidelity Investments   March 2007 - March 2008

Education
Miami University   1994 — 1998
B.A., Economics, Political Science

Daniel Bernier Daniel Bernier Columbus, Ohio Area Details
Daniel Bernier's Fidelity Investments Experience March 2009 - July 2010
Job Supervision Manager at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities   May 2014 - Present
J.P. Morgan Securities   November 2013 - May 2014
JP Morgan Securities  November 2012 - December 2013
J.P. Morgan Securities   July 2010 - November 2012
Fidelity Investments   March 2009 - July 2010
Fidelity Investments   November 2007 - March 2009
City of Fairfield  June 2007 - September 2007

Education
Miami University   2003 — 2007
BA, Public Administration

Brett Black Brett Black Cincinnati Area Details
Brett Black's Fidelity Investments Experience 2005 - September 2011
Job Strategic Programs at Vantiv
Industry Financial Services
Experience
Vantiv  September 2011 - Present
Fidelity Investments   2005 - September 2011
Sara Lee Foods  2002 - 2005
Arthur Andersen LLP  1997 - 2002

Skills
Program Management, Change Management, Financial Services, Leadership, Process Improvement, Governance, Strategy, Integration, Project Planning, PMO

Education
Miami University   1993 — 1997
BS, Marketing, MIS Minor

Jennifer MacClellan Dynkin Jennifer MacClellan Dynkin Greater Chicago Area Details
Jennifer MacClellan Dynkin's Fidelity Investments Experience July 2007 - Present
Job
Industry Investment Management
Experience
Fidelity Investments   July 2007 - Present

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, English, Customer Service, Strategic Planning, Windows, Investments

Education
Miami University
Bachelor of Arts (B.A.), Public Administration

Edward Hubbart Edward Hubbart Cincinnati Area Details
Edward Hubbart's Fidelity Investments Experience June 1996 - June 2003
Job Business Planning and Analysis
Industry Banking
Experience
Citibank  June 2003 - Present
Fidelity Investments   June 1996 - June 2003

Skills
Financial Analysis, Strategic Financial..., Finance, Securities, Mutual Funds, Equities, Fixed Income, Performance Improvement, Data Analysis

Education
Miami University
BS, Finance

Xavier University
MBA

Frederick Hoffman Frederick Hoffman Cincinnati Area Details
Frederick Hoffman's Fidelity Investments Experience April 2015 - Present
Job Investment Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Western & Southern Financial Group  September 2012 - April 2015
Miami Business Enterprises  August 2011 - November 2011
Tween Brands  June 2011 - August 2011
Sweney Cartwright & Co. -Investment Securities   July 2010 - August 2010

Education
Miami University   2009 — 2012
Interdisciplinary Business Management, Finance/Entrepreneurship

Monash University   2011 — 2011
Journalism

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

Jeff Dworin Jeff Dworin New York, New York Details
Jeff Dworin's Fidelity Investments Experience June 2012 - April 2013
Job Investment Software Business Consultant
Industry Capital Markets
Experience
Eze Software Group  August 2015 - Present
FXCM  June 2013 - August 2015
Fidelity Investments   June 2012 - April 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Investments, Bloomberg, Customer Service, Financial Services, Finance

Education
Miami University   2009 — 2012
Bachelor's degree, Economics

University of Redlands   2008 — 2009

New Canaan High School

Angela Losekamp Angela Losekamp Harrison, Ohio Details
Angela Losekamp's Fidelity Investments Experience June 2013 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments   June 2013 - Present
Staples  January 2009 - June 2013

Skills
Microsoft Office, Leadership, Sales, Customer Service

Education
Thomas More College   2014 — 2016
Master of Business Administration (M.B.A.)

Miami University   2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General

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