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
Cameron Marnoch Cameron Marnoch Murrysville, Pennsylvania Details
Cameron Marnoch's Fidelity Investments Experience January 2015 - Present
Job Defined Contributions Associate at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   January 2015 - Present
Kennametal  September 2014 - December 2014
Michigan State University  April 2013 - August 2014
Young Life  January 2011 - May 2013
DICK'S Sporting Goods  June 2012 - January 2013
Lou Malnati's Pizzeria  August 2008 - January 2010
Chicago Shamrox Indoor Lacrosse   March 2008 - April 2008

Skills
Microsoft Excel, Microsoft Office, Marketing, Research, PowerPoint, Leadership, Customer Service, Microsoft Word, Data Entry, Social Networking, Time Management

Education
Michigan State University   2010 — 2014
Bachelor of Science (BS), Interdisciplinary Studies in Human Capital

Mark Butke Mark Butke Cincinnati, Ohio Details
Mark Butke's Fidelity Investments Experience October 2008 - Present
Job 401K Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2008 - Present
Fidelity Investments   October 2004 - October 2008
Fidelity Investments   October 1999 - October 2004

Skills
Banking, Customer Service, Investments, Financial Analysis, Financial Services, Mutual Funds, 401k, Retirement Planning, Retirement, Leadership, Relationship Management, Business Analysis

Education
Miami University   1983 — 1988
Bachelor of Applied Science (B.A.Sc.), Finance, General

Miami University

Jake Christian Jake Christian Raleigh, North Carolina Details
Jake Christian's Fidelity Investments Experience April 2013 - Present
Job Senior Manager of Software Engineering Development @ Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Cardinal Solutions Group  February 2013 - April 2013
I-Cubed  September 2012 - February 2013
Comcast  February 2010 - September 2012
Integrated Management Services  April 2008 - January 2010

Skills
Telecommunications, Project Portfolio..., Program Management, Project Management, Process Improvement, Software Project..., Project Planning, Vendor Management, Integration, VoIP, PMP, MS Project, PMO, Agile Methodologies, Change Management, Business Analysis, SOA, Cross-functional Team..., Product Development, Agile Project Management, Management, Product Management, Project Delivery, Requirements Gathering

Education
Michigan State University   2003 — 2007
B.S., Political Science Pre-Law

Kristie Tedrow Kristie Tedrow Aurora, Illinois Details
Kristie Tedrow's Fidelity Investments Experience November 1998 - February 2004
Job Registered Nurse at Loyola University Medical Center
Industry Hospital & Health Care
Experience
Loyola University Medical Center  2013 - Present
Provena Health  February 2012 - January 2013
Sara Lee Foods  June 2007 - November 2009
Sara Lee Foods  November 2004 - June 2007
Sara Lee Foods  February 2004 - November 2004
Fidelity Investments   November 1998 - February 2004

Skills
Customer Service, Vital Signs, Patient Safety, Meditech, Leadership, Teamwork, Management, Time Management

Education
Chamberlain College of Nursing-Addison Campus   2010 — 2012
Bachelor of Science (B.S.), Registered Nurse, Summa Cum Laude, Valedictorian

Xavier University - School of Business Administration   2002 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, Summa Cum Laude

Miami University   1991 — 1995
Bachelor of Science (B.S.), Marketing, Summa Cum Laude

Jeff Entin Jeff Entin Knoxville, Tennessee Details
Jeff Entin's Fidelity Investments Experience October 2013 - October 2014
Job MBA Candidate at University of Tennessee
Industry Higher Education
Experience
CoBank  January 2015 - July 2015
Sports Authority  December 2014 - January 2015
Fidelity Investments   October 2013 - October 2014
FirstMerit Bank  December 2012 - September 2013
Northwestern Mutual Wilshire Group   February 2012 - July 2012

Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Life Insurance, Health Insurance, Accident Insurance, Wealth Management..., Coaching, Banking, Customer Service, Finance, PowerPoint, Financial Services, Asset Management, Wealth Management, Communication Skills, Leadership, Microsoft Office, Loans, Teamwork, Sales

Education
University of Tennessee-Knoxville   2015 — 2016
Master of Business Administration (MBA), Finance

Michigan State University   2008 — 2012
Bachelor of Arts (B.A.), Finance

Scott Getz Scott Getz Cincinnati Area Details
Scott Getz's Fidelity Investments Experience February 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   February 2008 - Present
Fidelity Investments   April 1996 - February 2008
Provident Bank  August 1988 - April 1996

Education
University of Cincinnati College of Business   1994 — 1997
MBA

Miami University   1984 — 1988
BS, Finance

Ryan Klug Ryan Klug Hamilton, Ohio Details
Ryan Klug's Fidelity Investments Experience March 2014 - Present
Job Treasury Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
Fifth Third Bank  October 2013 - March 2014
Fifth Third Bank  January 2006 - March 2014
Fifth Third Bank  August 2012 - October 2013
Fifth Third Bank  June 2010 - August 2012
Fifth Third Bank  January 2006 - June 2010

Skills
Banking, Credit, Loans, Mortgage Lending, Financial Analysis, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Retail Banking, Customer Service, Process Improvement, Investments, Commercial Lending, Training

Education
Miami University   2005 — 2010
Bachelor of Arts (B.A.), Psychology

Richard Bradburn Richard Bradburn Cincinnati, Ohio Details
Richard Bradburn's Fidelity Investments Experience March 2014 - Present
Job DC Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
Total Quality Logistics  2012 - 2013
TGI Fridays  May 2008 - July 2012

Skills
Inventory Management, Customer Service, Time Management, Logistics, Microsoft Office, Inventory Control, Leadership, Sales, Sales Process, Moderate Mandarin...

Education
Miami University   2006 — 2010
Bachelor of Arts (B.A.), International/Global Studies

Shanghai University   2009 — 2009

Shawn Wiseman Shawn Wiseman Cincinnati Area Details
Shawn Wiseman's Fidelity Investments Experience February 1997 - November 2000
Job District Program Manager at SiriusXM/CPM
Industry Marketing and Advertising
Experience
SiriusXM/CPM   June 2014 - Present
MarketSource  April 2012 - May 2014
Wireless Express, LLC  June 2010 - June 2011
Immerman & Tobin Co   August 2009 - June 2010
Game City 360   August 2007 - August 2009
Game Crazy / Hollywood Entertainment   January 2003 - June 2007
Cingular Wireless  November 2000 - March 2003
Hamilton County Sheriff's Department  May 2002 - January 2003
Fidelity Investments   February 1997 - November 2000
Sycamore Township  1993 - 1996

Skills
Sales, Training, Sales Management, Management, Budgets, Retail, Recruiting, Inventory Management, Merchandising, Customer Service, Operations Management, Negotiation, Analysis, Human Resources, Public Speaking, Account Management, Sales Operations, Customer Satisfaction, Employee Training, Direct Sales, Marketing, Cold Calling, Customer Retention, Coaching, Team Building, Strategic Planning

Education
Police Officer - Ohio Peace Academy Butler County Ohio
E.M

Miami University   1993 — 1995
Fine Arts

Miami University
Fine Arts

Kim Kennard Kim Kennard West Chester, Ohio Details
Kim Kennard's Fidelity Investments Experience July 2011 - Present
Job Communication Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2011 - Present
Fidelity Investments   November 1999 - July 2011
RE/MAX  2005 - 2008
Fidelity Investments   1996 - 1999
Fidelity Investments   1993 - 1999

Skills
Strategic Communications, Project Management, Interior Design, Leadership, Marketing, Strategic Planning, Strategy, Social Media, Marketing Communications, Marketing Strategy

Education
Miami University   1989 — 1993
Bachelor of Science (B.S.), Business - Marketing

Michael R. Federle Michael R. Federle Cincinnati, Ohio Details
Michael R. Federle's Fidelity Investments Experience July 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Merrill Lynch Wealth Management  May 2012 - August 2012
Integirty Express Logistics   May 2011 - August 2011
Kingswood Duplex Homes   May 2008 - August 2010

Skills
Sales Management, Financial Reporting, Salesforce.com, Sales Process, Contract Negotiation, Supplier Negotiation

Education
Miami University   2009 — 2013
Bachelor of Science (BS), Finance, General

Archbishop Moeller High School   2005 — 2009

Eugene Barlow Eugene Barlow Greater Boston Area Details
Eugene Barlow's Fidelity Investments Experience February 1998 - September 2000
Job Director of Engineering, Vacation Rentals at TripAdvisor
Industry Consumer Services
Experience
TripAdvisor  June 2013 - Present
Smarter Travel Media LLC  June 2011 - May 2013
TripAdvisor  October 2000 - May 2011
Fidelity Investments   February 1998 - September 2000
Epsilon  August 1995 - February 1998
Arthur Andersen & Co  June 1994 - August 1995

Skills
Software Engineering, Computer Science, Algorithms, Java, Hadoop, Scalability, hive, PostgreSQL, MySQL, Microsoft SQL Server, Hive, Software Development, SQL

Education
Michigan State University   1989 — 1994
BS, Computer Science

David Taksen David Taksen Boston, Massachusetts Details
David Taksen's Fidelity Investments Experience April 2009 - April 2015
Job VP Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  April 2015 - Present
Fidelity Investments   April 2009 - April 2015
Lincoln Financial Group  February 2007 - February 2009

Skills
Business Development, Wealth Management, Recruiting, Financial Services, Series 7, Series 24, Series 65, Investments, Mutual Funds, 401k, Asset Managment

Education
Michigan State University   1993 — 1998

Tony Dunn Tony Dunn Cincinnati Area Details
Tony Dunn's Fidelity Investments Experience 1999 - 2001
Job VP Audit Services at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services  May 2015 - Present
The Cincinnati Insurance Companies  June 2011 - May 2015
The Cincinnati Insurance Companies  January 2002 - June 2011
Fidelity Investments   1999 - 2001
Rumpke  1996 - 1999
Deloitte & Touche  1993 - 1996

Skills
Finance, Internal Audit, Analysis, Strategic Financial..., Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Risk Management, Accounting, Auditing, Insurance, Process Improvement, External Audit, Budgets, Risk Assessment, Internal Controls, Business Process..., Business Analysis, Project Management, IT Audit, Investments, Property & Casualty..., Forecasting, CPA, Governance, Financial Accounting, Sarbanes-Oxley, Business Intelligence, Financial Services, Enterprise Risk..., Strategic Planning

Education
Miami University   1989 — 1993
Bachelor of Science, Accounting

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

Thomas Nations Thomas Nations Chicago, Illinois Details
Thomas Nations's Fidelity Investments Experience June 2012 - May 2013
Job Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth   May 2013 - Present
Fidelity Investments   June 2012 - May 2013
RMK Management Corporation  May 2011 - August 2011
Winnetka Golf Club  May 2009 - August 2010
Vector Marketing  June 2008 - August 2008

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, Financial Analysis, Stock Market, Stock Trading, Asset Allocation, Fixed Income, Series 7, Mutual Funds, Series 63, Strategic Financial..., Social Media, Customer Service, Series 65

Education
Farmer School of Business   2009 — 2012
Bachelor of Science (B.S.), Business Economics

Miami University   2008 — 2012
Bachelor of Science (B.S.), Business Economics

Kris Vladimirov Kris Vladimirov Fairfield, Ohio Details
Kris Vladimirov's Fidelity Investments Experience August 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   August 2012 - Present
CoCo Key Water Resort  February 2008 - February 2010

Skills
Customer Service, Time Management, Microsoft Word, Microsoft Office, Teamwork, Cooking, Microsoft Excel, Inventory Management, Leadership, PowerPoint, Facebook, Social Media, Management, Research

Education
Miami University   2008 — 2012
Bachelor of Integrated Studies, Sociology and Visual Media

Sean Paddock Sean Paddock Cincinnati Area Details
Sean Paddock's Fidelity Investments Experience December 2004 - August 2005
Job Associate Wealth Management Advisor at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  June 2013 - Present
Fifth Third Securities  November 2009 - June 2013
JPMorgan Chase  June 2009 - October 2009
Fifth Third Bank  January 2009 - May 2009
Fifth Third Securities  October 2007 - December 2008
Fifth Third Bank  September 2005 - September 2007
Fidelity Investments   December 2004 - August 2005

Skills
Series 7, Series 63, Series 66, Ohio Insurance License, Uniform Combined State..., Financial Analysis, Investment Advisory

Education
Miami University   2000 — 2004
Bachelor of Science, Finance

Rebecca Face Rebecca Face Cincinnati Area Details
Rebecca Face's Fidelity Investments Experience August 1994 - May 2000
Job Talent Acquisition Manager at Givaudan
Industry Food & Beverages
Experience
Givaudan  October 2013 - Present
Self Employed  March 2006 - August 2014
Midwest Health Insurance Associates, LLC   January 2013 - July 2014
Anthem Blue Cross and Blue Shield  November 2009 - December 2012
Convergys  May 2000 - March 2006
Fidelity Investments   August 1994 - May 2000
CBS Personnel  November 1989 - August 1994

Skills
Onboarding, Talent Management, College Recruiting, Applicant Tracking..., Technical Recruiting, Recruiting, Internet Recruiting, Employee Relations, Employee Engagement, Performance Management, Benefits Negotiation, Sourcing, Screening, Job Fairs, HRIS, Human Resources, Staffing Services, Resume Writing, Deferred Compensation, Workforce Planning

Education
Miami University   1983 — 1987
Bachelor of Arts (B.A.), Sociology (minor in Social Work)

Hoover High School

Vicki L. Manning Vicki L. Manning Union City, Michigan Details
Vicki L. Manning's Fidelity Investments Experience April 1986 - April 1993
Job Wealth Creation Consultant
Industry Financial Services
Experience
Wealth Strong Partners   September 2006 - Present
Federal Employee Benefits Center   December 2009 - December 2012
Wealth Strong International   September 2006 - February 2009
Charles Schwab  August 1994 - August 2004
Fidelity Investments   April 1986 - April 1993

Skills
Training, Strategic Financial..., Coaching, Wealth, Leadership Development

Education
Miami University   1976 — 1980
BA, Political Science

Tracey Bracke Tracey Bracke Independence, Kentucky Details
Tracey Bracke's Fidelity Investments Experience December 1995 - May 2006
Job Consultant (Safety) Quality & Transformational Analytics
Industry Hospital & Health Care
Experience
Cincinnati Children's Hospital Medical Center  May 2010 - Present
Jazzercise Inc.  November 2014 - Present
UC Health  2009 - 2010
Fidelity Investments   December 1995 - May 2006

Skills
Healthcare Information..., Data Analysis, Healthcare, Process Improvement, EMR, Clinical Research, EHR, Hospitals, Informatics, HIPAA, Epic Systems, Healthcare Management, Quality Improvement

Education
Miami University   1989 — 1991
Master of Science (MS), Mathematics and Statistics

Northern Kentucky University   1985 — 1989
Bachelor of Science (BS), Mathematics

Megan Inderbitzin Megan Inderbitzin Amelia, Ohio Details
Megan Inderbitzin's Fidelity Investments Experience August 2005 - September 2006
Job Cincinnati Symphony Orchestra Payroll Administrator
Industry Accounting
Experience
Cincinnati Symphony Orchestra  April 2014 - Present
Paycor  October 2006 - April 2014
Fidelity Investments   August 2005 - September 2006
Dillards  July 2004 - August 2006

Skills
Payroll, Employee Benefits, HRIS, Human Resources, Benefits Administration, 401k, Performance Management, Process Improvement, Sales, Customer Service

Education
Miami University   2001 — 2004
Bachelor of Arts (BA), English Language and Literature, General

Rob Whited, II CFA Rob Whited, II CFA Belvedere Tiburon, California Details
Rob Whited, II CFA's Fidelity Investments Experience January 1990 - June 2003
Job PQNP
Industry Investment Management
Experience
PQNP   June 2004 - Present
Wells Fargo  June 2003 - July 2005
Fidelity Investments   January 1990 - June 2003
Aetna  May 1986 - January 1991

Skills
Mutual Funds, Retirement Planning, Investments, Asset Managment, Series 63, Asset Allocation, Defined Benefit, Series 6, 401k, Alternative Investments

Education
Chartered Financial Analyst CFA   1989 — 1991

Miami University   1982 — 1986
BS, Major:Finance, Minor Statistics

other

Stacy Barnett Stacy Barnett Greater Boston Area Details
Stacy Barnett's Fidelity Investments Experience January 1989 - January 1992
Job Marketing and Project Management
Industry Marketing and Advertising
Experience
Nutraceutical Corporation  January 1994 - January 1998
Weider Nutrition International  January 1992 - January 1994
Fidelity Investments   January 1989 - January 1992

Skills
Publishing, Advertising, Promotions, Retail, Publications, New Business Development, Marketing Strategy

Education
Miami University   1984 — 1988
Bachelor of Science, Business Administration; of Marketing

Rufus King High School   1980 — 1984

Jeffrey Easton Jeffrey Easton Greater New York City Area Details
Jeffrey Easton's Fidelity Investments Experience July 2014 - Present
Job Director, User Research at Fidelity Investments
Industry Internet
Experience
Fidelity Investments   July 2014 - Present
Human Factors International  July 2010 - May 2014
Logical Design Solutions  April 2009 - June 2010
Molecular  June 2008 - April 2009
MISI Company  January 2008 - June 2008
JPMorgan Chase  August 1997 - November 2007
Poppe Tyson Advertising  August 1995 - August 1997

Skills
Usability Testing, Accessibility, Web Design, User-centered Design, Information Architecture, User Experience, Usability Design, Experience Design, Usability Engineering, User Research, Usability, Interaction Design, Strategic Communications, Wireframes, Contextual Inquiry, User Interface Design, User Experience Design, Persona, Digital Strategy, Heuristic Evaluation, Human Computer..., User Interface, User Scenarios, Strategy, Card Sorting, Team Building, Task Analysis, Wire Framing, Creative Direction

Education
New York University - Leonard N. Stern School of Business   2000 — 2003
MBA

The George Washington University   1987 — 1988
MPS

Michigan State University   1982 — 1986
BA

Taylor Wolfe Taylor Wolfe Greater Seattle Area Details
Taylor Wolfe's Fidelity Investments Experience August 2010 - May 2011
Job Senior Corporate Strategy Manager at TMobile
Industry Telecommunications
Experience
T-Mobile  October 2014 - Present
T-Mobile  September 2013 - October 2014
T-Mobile  July 2011 - September 2013
Chiquita  May 2011 - June 2011
Fidelity Investments   August 2010 - May 2011
The Hopetown Group   August 2008 - January 2010
Evolo Design   2005 - 2008

Skills
Strategy, Project Management, Business Strategy, Analysis, Process Improvement, Market Research, Strategic Planning, Telecommunications, Business Modeling, Consensus Building

Education
Miami University   2010 — 2011
Masters, Business Administration

Miami University   2001 — 2005
BS, Engineering/Industrial Management

Lisa Stark Lisa Stark Cincinnati Area Details
Lisa Stark's Fidelity Investments Experience April 2007 - December 2008
Job Project Manager at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis  November 2009 - Present
Cengage Learning  June 2009 - November 2009
Luxottica Group  December 2008 - March 2009
Fidelity Investments   April 2007 - December 2008
UnitedHealthcare (previously known as United Medical Resources)   September 1997 - April 2006
Carnett   September 1989 - December 1990
BancBoston Mortgage Corporation  September 1988 - September 1989
The Drackett Company  August 1987 - September 1988
US Bank  February 1986 - August 1987
Champion International Corporation  January 1984 - February 1986

Skills
SDLC, Program Management, Quality Assurance, Documentation, Budgets

Education
Miami University
B.S, Systems Analysis

Max Brundige Max Brundige Indianapolis, Indiana Details
Max Brundige's Fidelity Investments Experience June 2014 - August 2014
Job Consultant
Industry Accounting
Experience
KSM Consulting  June 2015 - Present
Orr Fellowship  May 2015 - Present
Fidelity Investments   June 2014 - August 2014
DOmedia  May 2013 - August 2013
Acceptd  May 2012 - December 2012

Skills
Entrepreneurship, Leadership, Social Networking, Event Planning, Marketing, Start-ups, Social Entrepreneurship, Project Planning, Business Development, Customer Service, Sales, Microsoft Excel, Research, Social Media, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Internal Audit, Teamwork, Social Media Marketing, Market Research, Access, Data Analysis, Financial Analysis, Adobe Creative Suite, Event Management, Constant Contact, Communication Skills, Fundraising, Recruiting

Education
Miami University   2011 — 2015
Bachelor's degree, Accounting, 3.5

Melissa A. Duffy, AIF ® Melissa A. Duffy, AIF ® Portland, Maine Area Details
Melissa A. Duffy, AIF ®'s Fidelity Investments Experience October 1995 - May 1997
Job Managing Director, Partner at Simmons Wilkes Investment Advisors HighTower
Industry Financial Services
Experience
HighTower  August 2015 - Present
Duffy Anderson Investment Management   October 2008 - August 2015
Wachovia Securities  November 2007 - October 2008
A.G. Edwards & Sons, Inc.   May 2002 - November 2007
Rydex Investments  February 2001 - May 2002
Charles Schwab  October 1999 - September 2000
State Street Research  May 1997 - September 1999
Fidelity Investments   October 1995 - May 1997

Skills
Small Business, Retirement Planning, Management, Marketing, Public Speaking, Training, Sales, Leadership, Nonprofits, Financial Analysis

Education
Miami University   1991 — 1995
Bachelor of Arts (B.A.), International/Global Studies

The Williston Northampton School

Stefan Fencl, CFA Stefan Fencl, CFA Charlotte, North Carolina Details
Stefan Fencl, CFA's Fidelity Investments Experience May 2003 - October 2005
Job SVP, Corporate/Institutional Deposit & Investment Consultant at NewBridge Bank
Industry Investment Management
Experience
NewBridge Bank  December 2014 - Present
Square 1 Asset Management   February 2013 - April 2014
Arboretum Asset Management, Inc.   October 2011 - February 2013
Capital Advisors Group  November 2005 - August 2011
Fidelity Investments   May 2003 - October 2005
Fidelity Investments   March 2000 - May 2003
American Express  October 1998 - February 2000

Skills
Portfolio Management, Fixed Income, Investments, Investment Strategies, Economics, Investment Management, Asset Management, Securities, Equities, Trading, Financial Services, Cash Management, Capital Markets, Asset Managment, Mutual Funds, Alternative Investments, Asset Allocation, FX Options, Venture Capital, Bloomberg, Strategic Financial..., Relationship Management

Education
Miami University   1994 — 1998
Bachelor of Arts, Political Science

Robin Woodrum Robin Woodrum Cincinnati Area Details
Robin Woodrum's Fidelity Investments Experience January 2013 - Present
Job Senior Director of Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   January 2008 - December 2012
Fidelity Investments   July 2002 - December 2007
Fidelity Investments   November 1996 - June 2002

Skills
401k, Mutual Funds, Financial Services, Strategic Leadership, Business Efficiency, Program Management, Organizational Agility, Operations Management, Relationship Management, Process Improvement, Business Analysis, FINRA, Risk Management, Investments, Series 7, Project Management, Leadership, Vendor Management, Management, Retirement, Business Process..., Strategic Planning

Education
Miami University   1985 — 1989
Diplomacy & Foreign Affairs

Nicholas Tonti Nicholas Tonti Cranberry Twp, Pennsylvania Details
Nicholas Tonti's Fidelity Investments Experience July 2015 - Present
Job Financial Operations Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Neighborhood Landscaping   May 2014 - July 2014
BRAVO BRIO Restaurant Group  December 2010 - August 2012

Skills
Sector Specific..., US Equities, Asset Management, Asset Allocation, Investments, Customer Service, Teamwork, Microsoft Excel, Event Planning, Leadership, Time Management, Microsoft Office, Microsoft Word, Public Speaking

Education
Miami University   2011 — 2015
Bachelor's Degree, Finance, General, Senior

Timothy Kirch, CFP® Timothy Kirch, CFP® Annapolis, Maryland Details
Timothy Kirch, CFP®'s Fidelity Investments Experience June 2011 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2011 - Present
Fidelity Investments   April 2010 - June 2011
Fidelity Investments   September 2008 - April 2010
Fidelity Investments   October 2007 - September 2008
Fidelity Investments   June 2007 - October 2007
Michigan CAT  2006 - 2006

Skills
Series 7, Retirement Planning, Investments, Finance, Portfolio Management, Series 63, Asset Allocation, Mutual Funds, Financial Analysis, Wealth Management, Financial Planning, Securities

Education
Miami University   2003 — 2007
Finance

Lori Fehlberg Lori Fehlberg Cincinnati Area Details
Lori Fehlberg's Fidelity Investments Experience May 2000 - July 2002
Job Human Resource Specialist at SentriLock
Industry Human Resources
Experience
SentriLock, LLC  March 2015 - Present
The HoneyBaked Ham Company  March 2010 - March 2015
Deuk Spine Institute   October 2009 - January 2010
Space Coast Credit Union  March 2009 - October 2009
Elite Storm Systems   May 2007 - January 2009
Symetrics Industries  February 2004 - May 2007
Legend Properties - Grand Harbor   February 2003 - February 2004
Fidelity Investments   May 2000 - July 2002

Skills
Payroll, ADP Payroll, Paycor Payroll, Human Resources, Recruiting, Newton Recruiting..., Benefits Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Project Management, Training, Executive Level..., Office Management, Event Planning, Employee Relations, Employee Benefits, Onboarding, Process Improvement, Time Management, Hiring, Applicant Tracking..., Interviews, HRIS, Talent Acquisition

Education
Xavier University   1998 — 2000
Human Resources Management and Services

Miami University   1990 — 1992
Associate of Science (A.S.), Business Administration, Management and Operations

Justin D. Peters, LEED AP Justin D. Peters, LEED AP Chicago, Illinois Details
Justin D. Peters, LEED AP's Fidelity Investments Experience August 2011 - May 2012
Job Construction Administrator at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan   August 2013 - Present
Madison Construction  July 2012 - August 2013
Stryker Medical Corporation   May 2012 - June 2012
Fidelity Investments   August 2011 - May 2012
Pepper Construction Company  2007 - 2010

Education
Purdue University   2003 — 2007
Bachelors of Science, Construction Engineering

Miami University   2011 — 2012
MBA

Sherry Morgan Sherry Morgan Cincinnati Area Details
Sherry Morgan's Fidelity Investments Experience March 2012 - Present
Job Dynamic leader, strategic thinker and decisionmaker
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Fidelity Investments   July 2008 - March 2012
Fidelity Investments   September 2005 - July 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching

Education
Miami University
Bachelor of Science (B.S.), Business Administration and Management, General

Michele Combs Michele Combs Cincinnati, Ohio Details
Michele Combs's Fidelity Investments Experience September 2014 - Present
Job Business Transition Team
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   October 2011 - August 2014
Thermo Fisher Scientific  March 2003 - May 2007

Skills
Needs Analysis, Instructional Design, Blended Learning, Instructor-led Training, Learning Management, Visio, SnagIt, User Experience, Adobe Acrobat, Continuous Improvement, Team Facilitation, Project Management, Process Improvement, Business Process Mapping, Solution Implementation

Education
Miami University
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General

Ryan C. Frost Ryan C. Frost Cincinnati Area Details
Ryan C. Frost's Fidelity Investments Experience August 2014 - January 2015
Job Institutional Support Representative at Fifth Third Securities
Industry Human Resources
Experience
Fifth Third Securities  January 2015 - Present
Fidelity Investments   August 2014 - January 2015
KeyBank  September 2013 - August 2014
Fifth Third Bank  June 2012 - September 2013
Huntington Copper  March 2011 - February 2012
Penn Station  June 2004 - April 2011
Source Interlink Media Distribution   July 2009 - December 2009

Skills
Leadership, Program Management, Business Planning, Public Speaking, Customer Satisfaction, Retail, Networking, Finance, Employee Benefits, Management Consulting, Business Process..., Change Management, Business Strategy, Organizational..., Management, Organizational Design, Business Analysis, Strategic Planning, Business Transformation, Team Building

Education
University of Phoenix   2015 — 2016
Professional Certificate, Human resources Management

University of Phoenix   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

Miami University   2006 — 2010
Bachelor's Degree, Management and Organizations

Mariemont High School

Matthew Burfield Matthew Burfield Cincinnati Area Details
Matthew Burfield's Fidelity Investments Experience August 2013 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Merrill Lynch  August 2012 - August 2013
Rapid Cincinnati   December 2011 - August 2012
The Den (Convenience store)   August 2008 - May 2011
King Library, Miami University  August 2006 - May 2011

Skills
Loan Origination, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Sales, Sales Process, Financial Analysis, Microsoft Excel, Social Media, Banking

Education
Miami University   2006 — 2011
B.A, Economics

Matthew Raukar Matthew Raukar Greater Denver Area Details
Matthew Raukar's Fidelity Investments Experience March 2013 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   June 2011 - March 2013
Little Valley Homes, Inc.   May 2008 - August 2009
Little Valley Homes, Inc   June 2005 - August 2007

Skills
Sales

Education
Miami University   2007 — 2011
B.S. in Business in Economics

John Malanowski John Malanowski Lebanon, New Hampshire Details
John Malanowski's Fidelity Investments Experience 1993 - 2000
Job Chief Human Resources Officer at DartmouthHitchcock
Industry Hospital & Health Care
Experience
Dartmouth-Hitchcock  February 2014 - Present
Kimberly-Clark  November 2010 - February 2014
ThedaCare, Inc.   August 2011 - December 2013
Raytheon  October 2001 - November 2010
CMGI, Engage Media   2000 - 2001
Fidelity Investments   1993 - 2000
PanEnergy Corporation, Algonquin Gas Transmission Company   1991 - 1993
Aetna Life & Casualty  1986 - 1991
Phillips Petroleum Company  1982 - 1985

Skills
Succession Planning, Talent Management, Employee Relations, Leadership Development, Marketing, Human Resources, Organizational..., Talent Acquisition, Workforce Planning, Organizational..., Leadership, Deferred Compensation, Change Management, Performance Improvement, Strategic Planning, Process Improvement, Employee Engagement, Culture Change, Labor Relations, Career Development, HR Consulting, Program Management, Technical Recruiting, Personnel Management, Organizational Design, Team Building, Recruiting, Mergers, Performance Management, Onboarding, Start-ups, Applicant Tracking..., Mergers & Acquisitions, Training, Executive Management, Executive Coaching, Business Planning, Employee Benefits, HRIS, Strategy, Coaching, College Recruiting, Employee Training, Sourcing, Benefits Administration, Conflict Resolution, Compensation & Benefit, Interviews, New Hire Orientations, Workshop Facilitation

Education
Michigan State University   1981 — 1981
MLIR, Labor & Industrial Relations

State University of New York College at Buffalo   1977 — 1979
Bachelor of Science, Criminal Justice

Orange County Community College   1975 — 1977
Associate in Applied Science, Police Science

Goshen Central HS

Bob Pron Bob Pron Greater Philadelphia Area Details
Bob Pron's Fidelity Investments Experience February 2003 - February 2005
Job IT Manager
Industry Information Technology and Services
Experience
Title Resource Group  April 2013 - Present
Title Resource Group  February 2005 - April 2013
Fidelity Investments   February 2003 - February 2005
Cvent  March 2000 - February 2003

Education
Michigan State University   1991 — 1996

Mary Ann Taylor Mary Ann Taylor Charlotte, North Carolina Area Details
Mary Ann Taylor's Fidelity Investments Experience 1990 - 1993
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  2014 - Present
The Management Group/StaffMasters   2011 - 2014
Fidelity Investments   1990 - 1993
Sara Lee Corporation  1985 - 1990
Kearney-National, Inc.   1982 - 1985
Swift & Company  1978 - 1982

Skills
Financial Analysis, Strategic Planning, Budgeting, Forecasting, Process Improvement, Budgets, Operations Management, Investments, Finance, Nonprofits, Integration, Analytics, Organizational..., Analysis, Leadership, Management Consulting, Financial Reporting, Program Management, Management, Team Building

Education
Michigan State University
BA, Accounting

University of Chicago
MBA, Finance

Sean Walsh Sean Walsh Cincinnati, Ohio Details
Sean Walsh's Fidelity Investments Experience May 2007 - September 2007
Job NADC Team Lead Service Delivery Management
Industry Information Technology and Services
Experience
Accenture  June 2014 - Present
CDW  September 2013 - June 2014
Johnson & Johnson  January 2012 - September 2013
Wipro Technologies  2007 - 2012
Fidelity Investments   May 2007 - September 2007
Five9 Technologies  September 2006 - May 2007
Fifth Third Bank  February 2003 - September 2006
Convergys  September 2000 - April 2003
ONEX  January 1999 - December 2001
Aerotek  January 1997 - January 1999

Skills
ITIL, Change Management, Vendor Management, Program Management, Data Center, Process Improvement, Outsourcing, Unix, IT Management, Requirements Analysis, Account Management, Disaster Recovery, Infrastructure, Strategic Planning, Operations Management, Information Technology, Business Process..., Enterprise Architecture, SDLC, IT Operations, Business Intelligence, Business Process, IT Strategy, IT Service Management, Strategy, Cross-functional Team..., Service Delivery, ERP, Management, Solution Architecture, Leadership, Software Documentation, Six Sigma, Consulting, Incident Management, Risk Management, Integration, PMP, Project Portfolio..., PMO, Troubleshooting, Service Management, Business Analysis, Software Project..., Training, Cloud Computing, IT Outsourcing, Team Building, Managed Services, Networking

Education
Miami University   1991 — 2000
BA, Speech Communication, Organizational Development

Todd Sixt Todd Sixt San Francisco Bay Area Details
Todd Sixt's Fidelity Investments Experience 1996 - November 2007
Job Vice President, Director of Client Services for the Pacific NW Division at Alpha Cubed Investments, LLC
Industry Financial Services
Experience
Alpha Cubed Investments, LLC   October 2014 - Present
TD Ameritrade  March 2010 - October 2013
Schwab Advisor Services  2009 - 2010
The CAPROCK Group  August 2008 - September 2009
Fidelity Investments   1996 - November 2007

Education
Miami University   1987 — 1994

Talawanda High School

Talawanda High School

Talawanda High School

Talawanda High School

Kimberly Geil Kimberly Geil Cincinnati Area Details
Kimberly Geil's Fidelity Investments Experience September 2000 - February 2002
Job Business Systems Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank  March 2013 - Present
RBS Citizens  May 2010 - March 2013
RBS Citizens  February 2007 - May 2010
National City Bank  March 2005 - February 2007
Provident Bank  February 2004 - March 2005
Provident Bank  January 2003 - February 2004
Provident Bank  April 2002 - January 2003
Fidelity Investments   September 2000 - February 2002

Education
Miami University   1996 — 2000
Bachelor of Science in Business

Mike Truckenmiller, CFP® Mike Truckenmiller, CFP® Greater Chicago Area Details
Mike Truckenmiller, CFP®'s Fidelity Investments Experience September 2011 - Present
Job Financial Consultant, Personal Finance and Investments
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present
Fidelity Investments   July 2010 - September 2011
Fidelity Investments   March 2009 - July 2010
Merrill Lynch  September 2007 - January 2009
Chicago Merchantile Exchange  May 2006 - September 2007

Skills
Investments, Fixed Income, Financial Services, Series 7, Financial Planning, Consultative Sales..., Financial Analysis, ETFs, Equities, Mutual Funds, Series 66, Uniform Combined State..., Securities, Bloomberg, Risk Management, Options, Variable Annuities, Fixed Annuities, Life & Health Insurance..., Portfolio Management, Finance

Education
Miami University   2002 — 2006
Bachelor of Science (BS), Marketing

Sean Waters Sean Waters Greater Boston Area Details
Sean Waters's Fidelity Investments Experience April 2012 - Present
Job Vice President, Financial Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2012 - Present
Fidelity Investments   July 2008 - April 2012
Fidelity Investments   June 2006 - July 2008
MEDITECH  February 2003 - June 2006

Skills
Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Business Analysis, Equities, Financial Services, Process Improvement, Series 7, Leadership, Securities

Education
Miami University   1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General

Molly Murphy Molly Murphy Cincinnati Area Details
Molly Murphy's Fidelity Investments Experience 1989 - 1993
Job Chief Investment Officer at Mercy Health (formerly Catholic Health Partners)
Industry Investment Management
Experience
Mercy Health (formerly Catholic Health Partners)   2004 - Present
Seasongood Asset Management   2000 - 2004
Fifth Third Asset Management  1993 - 2000
Fidelity Investments   1989 - 1993

Skills
Portfolio Management, Asset Allocation, Pensions, Asset Management, Due Diligence, Investments, Private Equity, Institutional, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Hedging, Investment Advisory, Trading, 401k, Asset Managment, Retirement

Education
Xavier University - School of Business Administration   1992 — 1994
MBA, Finance

Miami University   1985 — 1989
Bachelor of Science (BS), Finance

Zach Zerman, CFA Zach Zerman, CFA Columbus, Ohio Details
Zach Zerman, CFA's Fidelity Investments Experience October 2014 - April 2015
Job Associate Investment Analyst at OPERS
Industry Financial Services
Experience
OPERS  April 2015 - Present
Fidelity Investments   October 2014 - April 2015
Fidelity Investments   May 2010 - October 2014
Fidelity Investments   October 2007 - May 2010
Accredited Home Lenders  June 2006 - September 2007

Skills
Series 7, Series 63

Education
Miami University   2002 — 2006
Bachelor of Science (B.S.), Business

Todd Carris Todd Carris Cincinnati Area Details
Todd Carris's Fidelity Investments Experience March 1992 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 1992 - Present

Education
Miami University   1986 — 1990

Nathaniel Parkhouse CFP® Nathaniel Parkhouse CFP® Cincinnati Area Details
Nathaniel Parkhouse CFP®'s Fidelity Investments Experience June 2014 - Present
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   November 2009 - June 2014
Fidelity Investments   August 2008 - November 2009
Fidelity Investments   January 2004 - July 2008

Skills
Wealth Management, Investments, Portfolio Management, Estate Planning, Retirement Planning, Series 7, Series 63, Certified Financial..., Mutual Funds, Asset Allocation, ETFs, Finance, 401k, Uniform Combined State...

Education
Kaplan Schweser   2011 — 2012
CFP, Financial Planning and Services

Miami University   1999 — 2003
BA, Finance, French language

Kirsten (Jakmas) Kuykendoll Kirsten (Jakmas) Kuykendoll Dallas/Fort Worth Area Details
Kirsten (Jakmas) Kuykendoll's Fidelity Investments Experience August 2012 - Present
Job Vice President, Management & Administration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present
Fidelity Investments   June 2006 - August 2012
Fifth Third Bank  October 2003 - June 2006
Fifth Third Bank  October 2002 - October 2003
Limited Brands, Inc.   July 2001 - October 2002
Limited Brands  August 2000 - July 2001

Skills
Six Sigma, Strategic Planning, Budgets, Training, DMAIC, Process Improvement, Business Process..., Financial Analysis, Business Analysis, Forecasting, Risk Management, Change Management, Business Planning

Education
Miami University   1996 — 2000
Bachelor of Science (B.S.), Finance, General

Christi Rager Wise Christi Rager Wise Greater Chicago Area Details
Christi Rager Wise's Fidelity Investments Experience May 2008 - Present
Job Product Strategy and Design, Fidelity
Industry Human Resources
Experience
Fidelity Investments   May 2008 - Present
Fidelity HR Services  2008 - Present
Hewitt Associates  1988 - 2008
Hewitt Associatets   1988 - 2008

Skills
Insurance, Retirement Benefits, Vendor Management, Outsourcing, Defined Benefit, BPO, Change Management, Process Improvement, Employee Engagement, Pensions, Performance Management, Call Center, 401k, Human Resources, Talent Management, Metrics, Financial Services, Retirement, Employee Benefits, PeopleSoft, Strategy, Management, Call Centers, Executive Management, Customer Experience, CRM

Education
University of Illinois at Chicago   1982 — 1987
MFA, Communication Design

Michigan State University   1978 — 1982
BFA, Fine Art and Psychology

Sean Kane Sean Kane Greater Boston Area Details
Sean Kane's Fidelity Investments Experience 1993 - 1997
Job at
Industry Financial Services
Experience
Natixis Global Asset Management  May 2009 - Present
Clark Capital Management Group, Inc.   1999 - July 2010
Natixis Global Associates US   2009 - 2010
Clark Capital Mgt. Group   1998 - 2009
Fidelity Investments Institutional Services (FIIS)   1993 - 1998
Fidelity Investments   1993 - 1997

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Fixed Income, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Wealth Management

Education
Miami University
BA, Psychology

Saint Joseph's Prep

Melissa Burroughs, MBA Melissa Burroughs, MBA Cincinnati Area Details
Melissa Burroughs, MBA's Fidelity Investments Experience 2000 - 2001
Job Business Manager Global Health Center at Cincinnati Childrens Hospital Medical Center
Industry International Affairs
Experience
Cincinnati Childrens Hospital Medical Center  August 2010 - Present
Northern Kentucky University  June 2009 - June 2010
Procter & Gamble  December 2004 - February 2009
Fund Evaluation Group  September 2001 - December 2004
Fidelity Investments   2000 - 2001

Skills
Data Analysis, Event Planning, Research, Non-profits, Public Speaking, Qualitative Research, Social Media, Statistics, Public Relations, Microsoft Office, Strategic Planning, Marketing Research, Business Analysis, Business Strategy, Business Planning

Education
Northern Kentucky University   2006 — 2010
MBA, International Business

Miami University   1996 — 2000
Bachelors, Marketing

Kyle Maxwell, CFP® Kyle Maxwell, CFP® Raleigh-Durham, North Carolina Area Details
Kyle Maxwell, CFP®'s Fidelity Investments Experience September 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   September 2011 - September 2013
State Farm Insurance  October 2009 - September 2011
Avatech Solutions  April 2008 - September 2009
Paychex  August 2004 - April 2008
GHA Technologies  September 2003 - August 2004
Brixx Wood Fired Grill   August 2003 - August 2004
CDW  July 2001 - August 2003

Skills
Customer Relations, Consultative Selling, Sales Management, New Business Development, Insurance, Account Management, Sales Process, Customer Service, Excel, Microsoft Excel

Education
Miami University   1997 — 2001
B.S., Marketing

Sena Zerhusen Sena Zerhusen Cincinnati Area Details
Sena Zerhusen's Fidelity Investments Experience
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Business Analysis, Process Improvement, Vendor Management, Business Process..., Visio, Program Management, Six Sigma, Project Management, Change Management, Cross-functional Team..., Requirements Analysis, Process Engineering, Software Project..., Management, Team Leadership

Education
Miami University   1989 — 1993
Bachelor of Arts (B.A.)

William Henry Harrison High School   1985 — 1989

Robin Woolford Robin Woolford Greater Boston Area Details
Robin Woolford's Fidelity Investments Experience 2006 - 2011
Job Finance and Operations Executive
Industry Financial Services
Experience
Fidelity Investments   2006 - 2011
Charles Schwab  2002 - 2006
Prudential Insurance  1988 - 1992
Price Waterhouse  1984 - 1988

Skills
Mutual Funds, Financial Services, Securities, Process Improvement, Finance, Change Management, Vendor Management

Education
Miami University

Mike Hagenbarth Mike Hagenbarth Cincinnati Area Details
Mike Hagenbarth's Fidelity Investments Experience December 1993 - Present
Job Director Business Performance
Industry Financial Services
Experience
Fidelity Investments   December 1993 - Present

Skills
401k

Education
Miami University   1986 — 1990
BA, Economics

Kevin Schliesman Kevin Schliesman Cincinnati Area Details
Kevin Schliesman's Fidelity Investments Experience 2000 - Present
Job Principal DBA at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2000 - Present
Keane Consulting  1995 - 2000
General Electric Aircraft Engines Evendale   1984 - 1995
General Electric Aircraft Engines  1978 - 1982

Skills
Oracle, Data Modeling, SQL Tuning, Database Design, Performance Tuning, Data Warehousing, Oracle E-Business Suite, RMAN, SQL, Disaster Recovery, PL/SQL, Unix Shell Scripting, Data Guard, Oracle RAC, Oracle ASM

Education
Miami University   1982 — 1984
Bachelor's Degree, Chemistry

Miami University   1976 — 1978
Associate's degree, Computer Science

Renee Seavey Renee Seavey Cincinnati Area Details
Renee Seavey's Fidelity Investments Experience April 2004 - May 2010
Job Experienced Retirement Services Professional
Industry Financial Services
Experience
Fidelity Investments   April 2004 - May 2010
Fidelity Investments   October 1998 - April 2004
Cintas  July 1995 - October 1998

Skills
Financial Services, Investments

Education
Miami University   1991 — 1995

Kris Mullaney Kris Mullaney Cincinnati Area Details
Kris Mullaney's Fidelity Investments Experience 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2011 - Present
Fidelity Investments   2009 - 2011
Fidelity Investments   2007 - 2009
Fidelity Investments   1991 - 2007
Mead Corporation  1989 - 1991

Skills
CRM Integration, Team Management, Program Management, Vendor Management, Strategic Planning, Roadmap Creation

Education
Miami University   1983 — 1988
Bachelor of Science (B.S.), Accounting and Finance

Oak Hills High School

Scott Brigger Scott Brigger Cincinnati Area Details
Scott Brigger's Fidelity Investments Experience May 2005 - February 2009
Job Lead Finance Project/Program Manager at General Electric
Industry Utilities
Experience
General Electric  June 2011 - Present
Duke Energy  July 2009 - June 2011
Fidelity Investments   May 2005 - February 2009
General Electric  May 2000 - May 2005
Metamor Worldwide  November 1998 - April 2000
PricewaterhouseCoopers  February 1996 - November 1998
CarnaudMetalbox (USA) Inc.   November 1993 - February 1996
Quantum Chemical  November 1989 - October 1993
Convergys  June 1988 - November 1989
Western & Southern Financial Group  June 1986 - June 1988

Skills
Program Management, Project Management

Education
Miami University   1982 — 1986
Bachelor of Science (BS), Systems Analysis

Seth Sanborn, CFP® Seth Sanborn, CFP® Cincinnati Area Details
Seth Sanborn, CFP®'s Fidelity Investments Experience September 2010 - January 2013
Job Financial Advisor at Legacy Financial Advisors
Industry Financial Services
Experience
Legacy Financial Advisors  February 2013 - Present
Fidelity Investments   September 2010 - January 2013
Fidelity Investments   October 2007 - August 2009

Education
Miami University   1999 — 2004
Bachelor of Arts (B.A.), Finance, General

Mike Drennen Mike Drennen Greater Boston Area Details
Mike Drennen's Fidelity Investments Experience June 2015 - Present
Job Client Development Specialist National Accounts at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   December 2014 - May 2015
Fidelity Investments   March 2013 - December 2014
Fidelity Investments   November 2009 - March 2013
Fifth Third Bank  June 2008 - November 2009
Fifth Third Bank  June 2006 - June 2008

Skills
Financial Analysis, Relationship Management, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Essbase, Finance, Hyperion Enterprise, Forecasting, Banking, Corporate Finance, Private Equity, Leadership

Education
Miami University   2003 — 2006
Bachelor's of Science, Accounting

Rensselaer Polytechnic Institute
Engineering

Suzanne Wilkes-Portante Suzanne Wilkes-Portante Greater Boston Area Details
Suzanne Wilkes-Portante's Fidelity Investments Experience March 1998 - Present
Job Sr. QA Engineer, Quality Assurance at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   March 1998 - Present

Education
Miami University
BA, Psychology

Robert L Reno II Robert L Reno II Cincinnati Area Details
Robert L Reno II's Fidelity Investments Experience
Job Sr. Project Manager & Six Sigma Blackbelt at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Financial Services, Leadership, Management, Requirements Analysis, Business Process...

Education
Miami University   1986 — 1989
Bachelor of Science (B.S.), Finance, General

Peter Gladziszewski Peter Gladziszewski Greater Boston Area Details
Peter Gladziszewski's Fidelity Investments Experience September 2009 - February 2010
Job Director of Investment Operations at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC  March 2010 - Present
Fidelity Investments   September 2009 - February 2010
Fidelity Investments   June 2007 - December 2008
Fidelity Investments   June 2000 - June 2007
IBG/FIAG   July 1995 - June 2000
Fidelity Investments   October 1993 - July 1995
Fidelity Investments   September 1991 - October 1993
First Investors Corporation  March 1989 - August 1991

Education
Miami University   1984 — 1988
BS, Finance

Michele Flanagan Michele Flanagan Cincinnati Area Details
Michele Flanagan's Fidelity Investments Experience September 1997 - Present
Job Sr Software Engineer Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1997 - Present
US Playing Card   June 1995 - September 1997
ADP Dealer Services  1988 - 1995

Skills
SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Software Development, Business Analysis, Process Improvement, PMP, Program Management, Vendor Management, Enterprise Architecture, Oracle, SQL, Unix, Requirements Gathering, SOA, Agile Project Management, Project Management, Cross-functional Team..., Scrum

Education
Xavier University - School of Business Administration   1985 — 1986
MBA, Finance

Miami University   1981 — 1985
Bachelor, System Analyst

Monica Engel Monica Engel Cincinnati Area Details
Monica Engel's Fidelity Investments Experience January 1995 - February 2009
Job Voice Communications Administrator at Western & Southern Financial Group
Industry Telecommunications
Experience
Western & Southern Financial Group  July 2009 - Present
Fidelity Investments   January 1995 - February 2009
fidelity investments   1995 - 2009
Mercantile Stores Company  1987 - 1995
mercantile stores  1987 - 1995
Home Federal Savings and Loan  October 1984 - October 1987

Skills
Project Management, Telecommunications, Microsoft Office, Software Documentation, Vendor Management, Visio, Business Analysis, MS Project, Cross-functional Team..., ITIL, RFP, Disaster Recovery, VoIP, Technical Support, Networking

Education
Miami University   1983 — 1985
Associate, Applied Science - Computer Technology

Fred Benjamin Fred Benjamin Greater Boston Area Details
Fred Benjamin's Fidelity Investments Experience April 2005 - November 2009
Job VP Channel Management at Fidelity Investments
Industry Financial Services
Experience
FIIS   December 2009 - Present
Fidelity Investments   April 2005 - November 2009
Fidelity Investments   September 1998 - March 2005
Fidelity Investments   January 1996 - August 1998
Benjamin Consulting   March 1995 - December 1995
Digital Equipment Corporation  October 1991 - March 1995
Digital Equipment Corporation  1989 - 1991
Digital Equipment Corporation  1986 - 1989
Digital Equipment Corporation  1983 - 1986
Arthur Andersen & Co. ( Professional Education Division)   1981 - 1983

Skills
Strategy, Strategic Consulting, Process facilitation, Leadership Development, Training, Hold Series 63, Hold Series 7, Hold Series 24

Education
Michigan State University   1979 — 1980
MA, Instructional Design & Development

Syracuse University   1975 — 1979
BS, Television Production & Direction

Tracy Hayden Tracy Hayden Cincinnati Area Details
Tracy Hayden's Fidelity Investments Experience May 2002 - Present
Job Vice President, Managing Director
Industry Financial Services
Experience
Fidelity Investments   May 2002 - Present

Education
Miami University   1985 — 1989
Bachelor of Science

Kim Cummins Kim Cummins Greater Boston Area Details
Kim Cummins's Fidelity Investments Experience March 2013 - Present
Job SVP: WI OperationsOrganizational Performance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   March 2011 - March 2013
Fidelity Investments   February 2009 - March 2011
Fidelity Investments   August 2008 - February 2009

Skills
Strategy, Cross-functional Team..., Management, Program Management, Process Improvement, Business Development, Analytics, Marketing Communications, Investments, Customer Satisfaction, Retail, Quality Management, Defined Benefit, Financial Analysis, Financial Services

Education
Miami University   1980 — 1984
BS, Accountancy

Matt Bolan Matt Bolan Cincinnati Area Details
Matt Bolan's Fidelity Investments Experience March 2013 - Present
Job Senior Conversion Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   November 2010 - February 2013
Fidelity Investments   July 2007 - November 2010

Skills
Risk Management, Microsoft Excel

Education
Miami University

Todd Frye Todd Frye Cincinnati Area Details
Todd Frye's Fidelity Investments Experience 1995 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1995 - Present

Skills
Account Management, Vendor Management

Education
Miami University
Bachelors, Business

Scott Such Scott Such Greater Denver Area Details
Scott Such's Fidelity Investments Experience February 1984 - January 1997
Job Investor
Industry Financial Services
Experience
Private  July 2015 - Present
T. Rowe Price  July 2000 - June 2015
OppenheimerFunds  January 1997 - July 2000
Fidelity Investments   February 1984 - January 1997

Skills
Series 8, Series 24, Series 4, Series 7, Equities, Mutual Funds, Fixed Income, Asset Management, Risk Management, Financial Services, Back Office, Relationship Management, Investment Management, Asset Allocation

Education
Miami University   1978 — 1982
Bachelor of Science, Finance

Kerry Beeber Kerry Beeber Cincinnati Area Details
Kerry Beeber's Fidelity Investments Experience September 2013 - Present
Job Vice President, Estate Planning Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
First Financial Bank  2005 - September 2013
Law Offices of Gerald R. Leshner   2003 - 2005

Skills
Estate Planning, Trusts, Estate Administration, Banking, Relationship Management, Customer Service, Nonprofits, Estate Tax Planning, Trust Services, Trust Management, Charitable Trusts

Education
University of Cincinnati College of Law   1992 — 1995
JD

Miami University   1988 — 1992
BA, Sociology, Political Science

William Hewitt William Hewitt Chicago, Illinois Details
William Hewitt's Fidelity Investments Experience July 2013 - October 2014
Job Regulatory Analyst at Financial Industry Regulatory Authority (FINRA)
Industry Capital Markets
Experience
Financial Industry Regulatory Authority (FINRA)   November 2014 - Present
Fidelity Investments   July 2013 - October 2014
Fidelity Investments   June 2012 - July 2013

Skills
Series 7, Microsoft Excel, Series 66, Securities, Investment Advisers Act, Securities Exchange Act..., Market Access, Securities Regulation, Trade Compliance, Regulatory Compliance, Regulatory Analysis, Bloomberg, Equities, Investments, Microsoft Office, Mutual Funds, Data Analysis

Education
Miami University   2008 — 2012
Bachelor of Arts (B.A.), Economics

Rumson-Fair Haven Regional HS   2004 — 2008

Teresa Sekel Teresa Sekel Greater Chicago Area Details
Teresa Sekel's Fidelity Investments Experience August 2007 - May 2008
Job Demand and Supply Chain Planning Manager at Chamberlain
Industry Consumer Goods
Experience
Chamberlain Group, Inc.   September 2015 - Present
Chamberlain Group, Inc.   October 2014 - September 2015
Culligan International Company  July 2011 - October 2014
Sears Holdings Corporation  September 2008 - July 2011
Checkpoint Systems  May 2008 - June 2008
Fidelity Investments   August 2007 - May 2008
Diversapack  January 2006 - April 2007
Dietrich Metal Framing  July 2003 - December 2005

Skills
Forecasting, Operations Management, Analysis, Purchasing, Competitive Analysis, Project Planning, Training, Sales, Process Improvement, Inventory Management, Supply Chain, Supply Chain Management, Microsoft Excel, MRP, Process Scheduler, Manufacturing, Procurement, Demand Planning

Education
Miami University   2007 — 2008
MBA, Business Administration

Purdue University   1998 — 2003
BA, Psychology

Purdue University   1998 — 2003
BS, Industrial Management

Kim Stefanick Kim Stefanick Greater Atlanta Area Details
Kim Stefanick's Fidelity Investments Experience February 1999 - March 2000
Job Administrative/Marketing Assistant
Industry Marketing and Advertising
Experience
Debra Robinson Law   October 2014 - Present
Volunteer  April 2000 - October 2014
Fidelity Investments   February 1999 - March 2000
Digitas  December 1994 - February 1999

Skills
Music, Digital Marketing, Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Marketing Communications, Direct Marketing, Sales

Education
Miami University   1985 — 1989
B.S., Marketing

Jim Schaberg Jim Schaberg Greater Chicago Area Details
Jim Schaberg's Fidelity Investments Experience 1992 - 1994
Job Beginning New Position Soon
Industry Financial Services
Experience
To Be Announced Soon   Managing DirectorIncapitalNovember 1999 - September 2015
Optimark Technologies  1997 - 1999
Fidelity Investments   1992 - 1994

Skills
Portfolio Management, Fixed Income, Alternative Investments, Structured Products, Capital Markets, Investments, Corporate Branding, Equities, Bonds

Education
Michigan State University   1973 — 1975
BS

Sandra Hornbach Sandra Hornbach Cincinnati, Ohio Details
Sandra Hornbach's Fidelity Investments Experience July 1999 - December 2010
Job Pastoral Associate for Parish Life and Hospitality
Industry Religious Institutions
Experience
St. Bartholomew Parish   September 2011 - Present
St. Bartholomew Parish   July 2008 - September 2011
Fidelity Investments   July 1999 - December 2010
Service Merchandise  October 1984 - June 1999

Skills
Investments, Retirement Planning, Educational Instruction, Hospitality, Management, Organization, 401k, Coaching, Sales, Mutual Funds, Series 63, Series 7, Retirement

Education
St. Meinrad Seminary and School of Theology   2013 — 2018
Master’s Degree, Pastoral Theology

Miami University   1980 — 1984
B.S., Elementary Education

Susan Schoultheis Susan Schoultheis Cincinnati Area Details
Susan Schoultheis's Fidelity Investments Experience May 2006 - January 2008
Job Instructional Technologist ELearning Consultant
Industry Professional Training & Coaching
Experience
A. C. Shiners, Inc., and CVC Communications, LLC   January 2009 - Present
Designing Digitally, Inc.   November 2009 - November 2010
Traincroft, Inc.   August 2007 - April 2008
Fidelity Investments   May 2006 - January 2008
Traincroft, Inc.   August 2006 - February 2007
ThinkPath, Inc.   March 2005 - May 2006
ZF Batavia LLC  February 2000 - April 2004
Fidelity Investments   August 1995 - October 1999
Customized Training   June 1992 - August 1995
General Electric Aircraft Engines  November 1989 - June 1992

Skills
E-learning, Change Management, Organizational..., Instructional Design, Web-based Training, Instructor-led Training, Blended Learning, Curriculum Design, Course Development, Adult Education, Needs Analysis, SnagIt, Performance Consulting, ADDIE, Instructional Technology, Writing, Coaching, Technical Writing, Learning Solutions, Technical Training, Information Mapping, Storyboarding, Leadership Development, Content Development, Staff Development, Classroom Instruction, Software Training, Educational Technology, Learning Technology, Captivate, Classroom, E-Learning, Training Delivery, Distance Learning, Program Management, Workshop Facilitation, Training, Leadership, Public Speaking, Management, Consulting

Education
Miami University   1985 — 1990
Masters: Science, Education

University of Cincinnati   1980 — 1985
Bachelor, Science; Education; Trade and Industrial Training

Mike Dames Mike Dames Cincinnati Area Details
Mike Dames's Fidelity Investments Experience 2000 - 2007
Job Material Planner III at L3 Communications
Industry Financial Services
Experience
L-3 Fuzing and Ordnance Systems  November 2010 - Present
BAE Systems  2007 - 2010
Fidelity Investments   2000 - 2007
Fifth Third Bank  1999 - 2000
Mimo Development, DBA The Coffee Beanery   1991 - 1999

Skills
Management, Process Improvement, Program Management, Operations Management, Inventory Control, Leadership, Military, Supply Chain Management, Project Management, Team Leadership, MRP, Continuous Improvement

Education
Miami University
B.A., Public Administration

Matthew Gartner Matthew Gartner Chicago, Illinois Details
Matthew Gartner's Fidelity Investments Experience December 2008 - July 2010
Job Control Group Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  April 2014 - Present
Grosvenor Capital Management  December 2012 - April 2014
Advanced Equities, Inc.   September 2010 - November 2012
Fidelity Investments   December 2008 - July 2010

Skills
Series 7, Series 24, Series 63, Series 65, Alternative Investments, General Securities..., Securities Regulation, Compliance, Equities, Fixed Income, Derivatives

Education
Miami University   2004 — 2008
BS, Finance

Andres Barragan Andres Barragan Providence, Rhode Island Area Details
Andres Barragan's Fidelity Investments Experience October 2012 - Present
Job Senior Vice President, Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   October 2012 - Present
Rosetta  July 2006 - October 2012
Citigroup  May 2002 - July 2006
Colpatria (GE Capital)   1997 - 1999
Procter & Gamble  1995 - 1997

Skills
Segmentation, E-commerce, Marketing Strategy, Mobile, Digital Strategy, Branding Experience, Mobile Devices, Customer Insight

Education
Michigan State University - The Eli Broad Graduate School of Management   2001 — 2003
MBA, Marketing

Michigan State University   2000 — 2001
MA, Advertising and Communications

Universidad de Los Andes   1991 — 1995
BS, Industrial Engineering

Marie Stitzel Marie Stitzel Cincinnati Area Details
Marie Stitzel's Fidelity Investments Experience January 2008 - Present
Job Brokerage Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2008 - Present
Fidelity Investments   January 1997 - April 2008

Skills
Series 63, Series 7

Education
Miami University   1989 — 1992
Bachelor's degree, Public Administration

Kim Finkler Kim Finkler Columbus, Ohio Area Details
Kim Finkler's Fidelity Investments Experience August 1999 - July 2008
Job Independent Consultant at ThirtyOne Gifts
Industry Consumer Goods
Experience
Thirty-One Gifts  August 2011 - Present
Fidelity Investments   August 1999 - July 2008

Education
Miami University   1995 — 1999
Bachelor, Education and Allied Professions

Matthew Woodcome Matthew Woodcome Greater Boston Area Details
Matthew Woodcome's Fidelity Investments Experience August 2015 - Present
Job Security Operations Representative III at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   July 2012 - August 2015
Fidelity Investments   October 2011 - July 2012
Fidelity Investments (Veritude)   April 2011 - October 2011

Skills
Physical Security, Emergency Management, Report Writing, Intelligence Analysis, Surveillance Detection, Project Management, Communication Skills, NREMT, Emergency Medical, Due Diligence, Event Security, Teamwork, Risk Reduction, Training, Surveillance, Customer Service, Microsoft Excel

Education
Southern New Hampshire University   2012 — 2012
Master of Business Administration (MBA), Workplace Conflict Management, 3.5

Miami University   2005 — 2010
Bachelor of Arts (B.A.), History

Westford Academy   2001 — 2005

Thomas Fenner Thomas Fenner Albuquerque, New Mexico Details
Thomas Fenner's Fidelity Investments Experience 2008 - 2013
Job Operations Manager at Sitel
Industry Financial Services
Experience
Fidelity Investments   2008 - 2013
New Mexico Lottery Authority   September 2005 - August 2006

Skills
Operations Management, Sales Management, Leadership Development, Team Leadership, Call Centers, Outsourcing Management, Call Center Management, Benefits Administration, Management, Outsourcing, Sales, Vendor Management, Strategic Planning, Employee Benefits, Insurance, Process Improvement, Sales Operations, Business Process..., Performance Management, Leadership

Education
Michigan State University
Bachelor of Science (B.S.), Retail Management

Tyler Sperli Tyler Sperli Cincinnati Area Details
Tyler Sperli's Fidelity Investments Experience August 2012 - December 2012
Job
Industry Financial Services
Experience
Fidelity Investments   August 2012 - December 2012

Skills
Microsoft Office, Spanish, Finance

Education
Miami University   2008 — 2012
Bachelors Degree, Statistics

Monica Engel Monica Engel Cincinnati Area Details
Monica Engel's Fidelity Investments Experience January 1995 - February 2009
Job
Industry Telecommunications
Experience
Western & Southern Financial Group  July 2009 - Present
Fidelity Investments   January 1995 - February 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training

Education
Miami University   1982 — 1984
Associate’s Degree, Computer Programming

Justin Heinz Justin Heinz Cincinnati, Ohio Details
Justin Heinz's Fidelity Investments Experience November 2013 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present
Fidelity Investments   June 2013 - November 2013
Fidelity Investments   June 2012 - June 2013

Skills
Series 7, Series 63, Series 66, Financial Analysis, Retirement Planning, Customer Retention, Qualified Retirement..., Sales, IRAs, Trading, Mutual Funds, Stocks, Options, Financial Markets, Asset Management, Asset Allocation, Strategic Financial...

Education
Miami University   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

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