Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments February 2010 - Present
Key bank June 2005 - January 2010
Education
Miami University 2001 — 2003
Bachelor's degree, Finance, General
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments VP Strategic Planning and ReportingFidelity Investments2003 - Present
Education
Miami University 1972 — 1976
Fidelity Investments July 2006 - Present
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Education
Miami University 1987 — 1991
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
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
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
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
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
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
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 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
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
Fidelity Investments February 2007 - Present
Education
Miami University 1999 — 2002
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
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
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
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
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
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
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, 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
Macy's December 2009 - Present
Fidelity Investments March 2007 - March 2008
Education
Miami University 1994 — 1998
B.A., Economics, Political Science
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
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
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
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
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
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
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
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