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
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Fidelity Investments Employees
Fidelity Investments August 2013 - Present
Texas Tech University July 2011 - June 2012
Wells Fargo May 2010 - July 2011
Skills
Skilled in Financial..., Thorough knowledge of..., Skilled in..., Financial Analysis, Excel, Word, PowerPoint, Microsoft Excel, Accounting, Sales, Mutual Funds, Financial Planning
Education
Texas Tech University 2010 — 2012
Master of Science, Personal Financial Planning
Midwestern State University 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Fidelity Investments June 2012 - June 2014
Skills
Critical Thinking, Programming, Statistical Modeling, Mainframe, SAS programming, Microsoft Excel, Java, Python, Django, MySQL, HTML, ITIL, Linux
Education
Millsaps College 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
Fidelity Investments October 2013 - Present
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Series 63, Uniform Combined State...
Education
Midwestern State University 2010 — 2013
International/Global Studies
Fidelity Investments September 2014 - Present
Fidelity Investments - Fidelity Pricing & Cash Management Services July 2012 - September 2014
Fidelity Investments - XTRAC Solutions, LLC August 2011 - July 2012
Fidelity Investments August 2006 - August 2011
Fidelity Investments August 2005 - August 2006
Fidelity Investments February 2005 - August 2005
Fidelity Investments June 2004 - February 2005
Fidelity Investments October 2001 - June 2004
Pharmasmarket.Com May 2000 - April 2001
Fidelity Investments September 1999 - May 2000
Education
Middlesex Community College
Paralegal Studies
University of North Texas May 2015 - Present
Fidelity Investments February 2011 - April 2015
Best Buy October 2010 - January 2011
Best Buy May 2009 - October 2010
Skills
Call Centers, Financial Services, Customer Service, Process Improvement, Mutual Funds, Relationship Management, Banking, Access, Business Analysis, Microsoft Excel, Outlook, Customer Satisfaction, Microsoft Office, Investments, Analysis, Microsoft Word, Time Management, PowerPoint, Leadership, Public Speaking, Sales, Team Building, Inventory Management
Education
Texas A&M University School of Law 2012 — 2015
Doctor of Law (JD), Law
Midwestern State University 2007 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
Bank of the West December 2014 - Present
Fidelity Investments June 2014 - November 2014
Fidelity Investments May 2014 - November 2014
Fidelity Investments February 2013 - May 2014
Fidelity Investments May 2012 - January 2013
Keefe Bartels LLC March 2011 - April 2012
Virginia & Ambinder, LLP June 2006 - April 2011
New York City District Council of Carpenters June 2004 - August 2005
Skills
Corporate Security, Emergency Management, Physical Security, CCTV, Organizational..., Customer Service, Public Speaking, Leadership, Teamwork, Security Operations, Global Security..., Surveillance, Investigations, Crisis Management, Crisis Communications
Education
Monmouth University 2010 — 2012
MA, Criminal Justice: Homeland Security, 3.85
Western Connecticut State University 2004 — 2007
B.S., Justice and Law Administration: Legal Studies
Penney, Murray & Associates/Ameriprise Financial Services, Inc August 2014 - Present
Fidelity Investments August 2010 - July 2014
Penney, Murray and Associates/Ameriprise Financial September 2007 - August 2010
1 Hair Place, LLC June 2005 - September 2007
Education
Missouri State University 2004 — 2007
Bachelor of Science, Finance
Nuveen Investments May 2012 - July 2014
State Street June 2006 - March 2011
Fidelity Investments December 2004 - June 2006
Fidelity Investments October 2003 - December 2004
Fidelity Investments October 2002 - October 2003
Fidelity Investments May 2001 - October 2002
Fidelity Investments February 2000 - May 2001
Bowne July 1997 - February 2000
Skills
FINRA, Marketing Communications, Series 7, Series 24, Investments, Project Management, Process Improvement, Business Workflows, Investment Advisor..., GIPS Compliance, Financial Services, Securities, Mutual Funds, UCITS, Institutional..., ETFs, Hedge Funds, Compliance Audits, Regulatory Liaison, Regulatory Research, Regulatory Filings, Equities, Fixed Income, Team Leadership, Training & Development, Performance Metrics, Client Services, Business Relationship..., Negotiation, Interpersonal Skills, Management
Education
Mississippi State University 1992 — 1996
Bachelors of Business Administration, Marketing
E*TRADE Financial September 2010 - Present
Fidelity Investments 2008 - October 2010
Hess Corporation 2004 - 2005
Prudential Financial October 1996 - May 2004
Prudential Financial October 1996 - May 2004
Skills
Investments, Mutual Funds, Vendor Management, Risk Management, Business Analysis, Securities, Series 63, Series 7
Education
Mountainside Hospital School of Nursing
Registered Nursing/Registered Nurse
Middlesex County College
Fidelity Investments April 2014 - Present
AutoZone May 2012 - April 2014
Mississippi State University July 2009 - April 2014
Dany's Closet - Fashion Boutique August 2010 - May 2013
City of West Point, Mississippi May 2009 - July 2009
Skills
Microsoft Office, SIRSI, ILLiad, EBSCO, Time Management, Fundraising, Access, Team Building, Microsoft Excel, Microsoft Word, Management, Business Development, Business Strategy, Advertising, Research, Marketing, PowerPoint, Outlook, Windows, Mac OS, 75 wpm, Staff Management, Office Administration, Personal Budgeting, Analysis, Customer Service, Customer Satisfaction, Customer Retention, Public Relations, Relationship Management, Relationship Marketing, Building Relationships, Presentations, Leadership, Pay Close Attention to..., Oral & Written..., Inventory Accuracy, Public Speaking, Market Research, Data Analysis, Event Planning, Budgets, Marketing Strategy
Education
Mississippi State University 2011 — 2013
Master of Business Administration (MBA) - Minor in Sports Management, Business, Management, Marketing, and Related Support Services
Mississippi State University 2003 — 2008
Bachelor's degree, Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Wells Fargo Advisors September 2014 - November 2014
Robert W. Baird & Co. August 2014 - August 2014
Ekon Benefits May 2013 - September 2013
International Alliance Associates Limited February 2013 - May 2013
Northwestern Mutual May 2011 - May 2013
Tabor Investment Portfolio May 2011 - May 2013
Center of Entrepreneurship January 2011 - May 2012
Skills
Retirement Planning, Statistics, Valuation, Portfolio Management, Finance, Java, Options Pricing, Investments, Mutual Funds, Bloomberg, Options, Stochastic Calculus, Technical Analysis, R, Matlab, Strategic Financial...
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Quantitative Finance
Millikin University 2009 — 2013
Bachelor of Science, Finance & Mathematics Actuarial Science, Summa Cum Laude
English Insurance Group December 2010 - Present
State Farm Insurance January 1999 - December 2010
Fidelity Investments February 1998 - December 1998
Skills
Insurance, Property & Casualty..., Home, Customer Service, Risk Management, Commercial Insurance, Workers Compensation, Umbrella Insurance, Automobile Liability, General Insurance, Liability, Negotiation, Casualty, Training, Claims Management, Legal Liability, Small Business, Account Management, Homeowners, Leadership, Employee Benefits, Customer Satisfaction, Customer Retention, Renters, Professional Liability, Cold Calling, Claim, Underwriting, Term Life Insurance, Life Insurance
Education
Midwestern State University 1992 — 1997
BBA, Management
Banner Health January 2015 - Present
Fidelity Investments December 2012 - December 2014
Aon Hewitt February 2012 - December 2012
Fidelity Investments September 2010 - January 2012
Fidelity Investments July 2007 - September 2010
Fidelity Investments January 2006 - July 2007
Fidelity Investments January 2003 - January 2006
IBM September 2000 - December 2002
United States Air Force February 1992 - June 1998
Skills
International Project..., IT Project & Program..., Global Implementation, Project Management, Data Management, IT Project..., Client Relationship..., Business Analysis, Data Analysis, Integration, Requirements Analysis, Requirements Gathering, Business Process..., CRM, Oracle, Agile Methodologies, Data Warehousing, Visio, Process Engineering, Process Improvement, Software Documentation, Oracle E-Business Suite, Data Conversion, ETL, Risk Management, Risk Mitigation, Strategic Planning, Status Reporting, Issues Management, Vendor Management, HRIS, Full SDLC, Human Capital Management, Business Intelligence, Consulting
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA, MBA
Minot State University 1998 — 2000
Bachelors Degree, MIS/Bus Admin
Air Force Leadership School 1997 — 1997
Fidelity Investments October 2013 - Present
Fidelity Investments January 2013 - October 2013
Fidelity Investments May 2012 - August 2012
State National Bank of Texas January 2010 - May 2010
Skills
Series 7, Series 63
Education
Texas Tech University - Rawls College of Business 2011 — 2012
Master of Business Administration (MBA) & Master of Finance (MSBA Finance), 4.0
Midwestern State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.63
The University of New Mexico 2006 — 2007
Finance, 3.5
HR Certification Institute - HRCI April 2014 - Present
EF Education First 2014 - Present
GISP Group ApS January 2014 - May 2014
BonBini Consultants, LLC January 2012 - May 2014
ADP- Employease, Inc. January 2006 - January 2012
Mercer Human Resource Consulting (formerly Synhrgy HR Technologies, Inc.) September 2000 - January 2006
Watson Wyatt Consulting January 2000 - December 2000
Fidelity Investments January 1999 - January 2000
Prudential Service Bureau Inc.(SHPS, Inc) January 1997 - June 1999
Humana Inc January 1996 - January 1997
Skills
Customer Relations, SaaS, Benefits Administration, Benefits, Human Capital Management, HRIS, Performance Management, Employee Relations, Mergers, Change Management, Organizational..., Account Management, Team Building, Strategic Planning, Talent Management, Employee Engagement, Sales Management, Negotiation, Process Improvement, Customer Service, Outsourcing, Contract Negotiation, Consultative Selling, Coaching, Budgeting, Problem Solving, Management Consulting, Analysis, Compliance, Business Strategy, Talent Acquisition, Microsoft Office, Call Center, Vendor Management, Operations Management, New Business Development, Leadership Development, HR Strategy, Mentoring, Payroll Processing, HR Consulting, Employee Benefits, ADP, Open Enrollment, Team Management, Succession Planning, HR Policies, Onboarding, Organizational..., Hiring
Education
The George Washington University 1985 — 1987
M.A, International Affairs
Mississippi State University
B.S Chemistry and B.B.A, Management & Personnel
The University of Georgia
US Bank Home Mortgages June 2015 - Present
American Financial Network, Inc. March 2015 - April 2015
AMERIFIRST 2014 - March 2015
Fidelity Investments 2011 - 2013
AMERIFIRST HOME MORTGAGE December 2009 - April 2011
Fifth Third Bank 2008 - 2009
Accredited Home Lenders 2005 - 2007
Accredited Home Lenders 2002 - 2005
Accredited Home Lenders 2001 - 2002
Queen City Mtg 1998 - 2001
Skills
Mortgage Lending, Mortgage Banking, Credit, Leadership, Training, Banking, Loan Servicing, Underwriting, Risk Management, Loans, Finance, Consumer Lending, Credit Analysis, Software Documentation, First Time Home Buyers, Residential Mortgages, Loan Origination, FHA, Refinance, Investments, Credit Risk, Real Estate, USDA, HomePath, Customer Service, FHA financing, Whole House Renovations, Government Loans, Renovation, Historical Renovations, Referrals, FHA Financing
Education
Missouri State University
Hondros College 20 hr National +UST along with 4hr Ohio State 2013 — 2013
Certification, SAFE mandatory prelim mortgage hours
I.T. 2008 — 2009
MCP, Network+, A+
JPMorgan Chase September 2014 - Present
Fidelity Investments March 2014 - September 2014
University of Mississippi August 2010 - August 2013
AmeriCorps October 2009 - August 2010
RJ Young February 2008 - October 2009
Skills
Project Management, Team Management, Creative Problem Solving, Statistical Data..., Statistical Software, Statistical Modeling, Multivariate Statistics, Data Analysis, Technical Presentations, Long-term Customer..., Customer Retention, Grant Writing, Scientific Writing, Regulatory Requirements, International Logistics, Statistical Sampling, Statistical Reporting, Solution Selling, Sales, Social Media, Microsoft Excel, Strategic Planning, Research, Microsoft Office, Public Speaking, Management, Customer Service, Business Process...
Education
University of Rhode Island
Master of Business Administration (MBA)
University of Mississippi
Master of Science (MS), Biology/Biological Sciences, General
Mississippi State University
Bachelor's degree, Biology/Biological Sciences, General
Fidelity Investments February 2015 - Present
Fidelity Investments November 2014 - February 2015
Fidelity Investments February 2014 - November 2014
Fidelity Investments April 2013 - February 2014
General Electric Manufacturing Solutions June 2012 - April 2013
Red River Army Depot May 2006 - August 2006
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Computer Literate, Internet, Organizing, Troubleshooting, Data Entry, English, Management, Microsoft Word, Microsoft Excel, Customer Service, Outlook, Time Management
Education
Midwestern State University 2007 — 2011
BBA, Management
Paris Junior College 2005 — 2007
Associate's degree, General Studies
Vertex One Asset Management May 2013 - Present
Fidelity Investments March 2012 - May 2013
Simon Fraser University 2006 - December 2011
Wonton Media Inc June 2011 - November 2011
Skills
Mutual Funds, Alternative Investments, Inside Sales, Time Management, Sales, Social Networking, Marketing, Event Management, Leadership, Hedge Funds, Market Research, Strategy, Customer Service, Portfolio Management, Marketing Communications, Online Marketing
Education
Canadian Securities Institute 2012 — 2014
CSC, Perfoanal Financial Service Advice, Fundamentals of Financial Planning
Simon Fraser University 2006 — 2011
BBA, Marketing and International Business
Simon Fraser University 2006 — 2011
Minor in Biokinetics and Physiology, Heath and Fitness, Nutrition
Monash University 2009 — 2010
Commerce, Commerce
Pur-Air Filter September 2015 - Present
Executive Notary Services May 2012 - Present
Solomon Orthodontic Systems October 2014 - September 2015
Fidelity Investments November 2013 - September 2014
Executive Notary Services May 2013 - November 2013
AIL, Alex Roland Agency February 2012 - June 2012
Texas Roadhouse March 2011 - February 2012
First National Bank of Wichita Falls March 2010 - March 2011
Skills
Restaurants, Food & Beverage, Food Service, Money Handling, Account Management, Sales Management, Call Center, Youth Ministry, Customer Service, Recruiting, Event Planning, Team Building, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Satisfaction, Social Media, Social Networking, Teamwork, Cold Calling, Telephone Skills, Highly detail oriented, Event Management, Money, Business Planning, Leadership, Time Management, Training, Sales, Inventory Management, Call Centers
Education
Midwestern State University 2007 — 2011
Bachelor of Arts (BA), Psychology
Henrietta High School 2003 — 2007
Fidelity Investments July 2014 - Present
Bank of America July 2013 - July 2014
119 Gallery April 2012 - September 2012
Skills
Skilled on both Windows..., Expertise in Photoshop..., Blogging, Brochures, Graphics, Graphic Design, Logo Design, SEO, Posters, WordPress, Photography, Web Design, Digital Photography, Photoshop
Education
UMass Lowell 2009 — 2012
Bachelor of Arts (B.A.), Graphic/ Web Design
Middlesex Community College 2008 — 2009
Associate of Arts (A.A.), Graphic Design
BB&T Retirement and Institutional Services March 2003 - Present
BB&T July 2002 - Present
Fidelity Investments January 1998 - July 1999
Skills
Product Development, Marketing, Retirement Planning, Portfolio Management, Institutional..., Investment Management, Management, 401k, Leadership, Mutual Funds, Financial Services, Investments, Relationship Management, Finance, Risk Management, Project Management, Series 7, Banking
Education
Minnesota State University, Mankato
Fidelity Investments November 2006 - Present
Presbyterian Church (USA) September 1981 - January 2013
Carolina Partners in Mental HealthCare November 2001 - February 2004
The Land Development Group, LTD January 2001 - January 2004
Southpoint.Durham, NC January 2001 - January 2002
Central Carolina Bank January 1999 - January 2001
Bank of America January 1995 - January 1999
Lifecare Resource Center January 1992 - January 1995
Gannett Newspapers February 1973 - September 1973
Skills
Non-profits, Strategic Planning, Team Building, Coaching, Public Speaking, Team Leadership, Personal Finance, Financial Services, Retirement, Research, New Business Development, Teaching, Small Business, Leadership, Project Planning, Customer Service, Nonprofits
Education
The Fielding Institute 1989 — 1992
Post, Doctoral Research Studies
Colgate Rochester Divinity School 1981 — 1984
Masters of Divinity, Theology
Colgate Rochester Divinity School 1975 — 1984
Doctorate, Theology and Family Systems
Missouri Valley College 1971 — 1973
Colgate Rochester Crozer Divinity School, Fielding Graduate University
Missouri Valley College 1970 — 1973
Bachelor of Science, Journalism, Radio and Politics
Fidelity Investments March 2015 - Present
Raymond James Financial Inc. July 2014 - March 2015
Shoemaker Financial April 2012 - July 2014
C.H. Robinson Worldwide, Inc. October 2010 - February 2012
Skills
Retirement Planning, Series 7, Series 66, Strategic Financial..., Alternative Investments
Education
Mississippi State University
Fidelity Investments July 2015 - Present
The Boulder Tap House October 2012 - July 2015
Papa Murphy's International 2009 - 2012
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (Spring 2015), Finance, 3.2
C. Scott Kwiat December 2012 - Present
Direct Supply December 2010 - December 2012
Hiebing March 2010 - October 2010
Fidelity Investments September 2006 - March 2010
M&I Bank 2010 - 2010
DWS Investments March 2004 - September 2006
SCOLOR DESIGNS January 2000 - September 2006
lynda.com 2000 - 2004
Eaton Publishing March 2003 - November 2003
Johnson & Johnson July 2003 - August 2003
Skills
Graphic Design, Art Direction, Creative Direction, Direct Mail, Adobe Creative Suite, Advertising, Brochures, Mac, Graphics, Layout, Adobe Acrobat, Illustrator, InDesign, Photoshop, QuarkXPress, Flash Animation, PowerPoint development, Information Design, Audio Editing, Digital Audio, Audio Post Production, Final Cut Pro, Sound Mixing, Pre-press, Variable Data Printing, Print On Demand, Illustration, Flash, Web Design, Catalogs, Newsletters, Packaging, Image Manipulation, Collateral, Multimedia, Crossmedia, Corporate Branding, Digital Printing, Interaction Design, Flyers, Brand Development, Typography, Corporate Identity, User Interface, Creative Strategy, User Interface Design
Education
Milwaukee Area Technical College 1989 — 1994
AA, Commercial Art
MIAD - Milwaukee Institute
University of Wisconsin-Waukesha
Waukesha North High School
Fidelity Investments July 2014 - Present
The Conner Group Real Estate September 2013 - February 2014
Claire's Accessories November 2010 - July 2013
Forever 21 October 2010 - November 2010
Claire's Accessories August 2008 - October 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, PowerPoint, Merchandising, Inventory Management, Photoshop, Sales, Strategic Planning, Customer Satisfaction, Visual Merchandising, Training, Time Management
Education
SUNY Albany 2007 — 2009
Bachelor of Arts (B.A.), American History (United States)
Millsaps College 2005 — 2007
Fidelity Investments February 2012 - June 2015
SCANA August 2000 - February 2012
Inacom November 1998 - June 2000
US Army February 1991 - November 1996
Skills
VMware, Group Policy, Citrix Certified..., Active Directory, Citrix, PVS, System Administration, Windows Server 2008, SharePoint, CNE, A+ Certified, Windows Server, Windows
Education
Midlands Technical College 2010 — 2012
Transfer- USC-Computer Science
Cloud Nine Partners August 2012 - Present
Full City Software Inc. April 2000 - Present
consilium1 August 2011 - August 2012
Fidelity Investments June 2007 - August 2011
Redwood Software November 2004 - June 2007
Avesair Inc. 2001 - 2002
Interadnet 1999 - 2001
Buildnet 1997 - 1999
Healthpoint 1997 - 1998
Ventana Communications 1996 - 1997
Skills
Java, vFabric Gemfire, vFabric RabbitMQ, Spring, Spring Integration, Spring Batch, Oracle, Gemstone/J, JBoss, PostgreSQL, MySQL, Websphere, Casandra, Hadoop, vFabric tcServer, RabbitMQ, JBoss Application Server, Tomcat, Web Services, Databases, REST, Agile Methodologies, Subversion, XML, Architecture, Cloud Computing, Git, Open Source, Maven, Integration, Java Enterprise Edition, SOA, Enterprise Software, Enterprise Architecture, Agile Project Management, Web Applications, Scrum, Spring Framework
Education
Mississippi College 1993 — 1995
BS
Millsaps College 1988 — 1992
BA
Fidelity Investments June 2014 - Present
Colin Carr DBA May 2006 - June 2014
Connecture March 2013 - December 2013
Family Health Network Inc October 2012 - March 2013
MTS, LTD January 2012 - October 2012
Argus Networks April 2009 - January 2012
Smart Online February 2008 - April 2009
Duke University July 2007 - December 2007
Exactor June 2006 - July 2007
Warner Bros. Entertainment Group of Companies 2004 - May 2006
Skills
Linux, Cloud Computing, MySQL, Bash, Software Engineering, Scrum, Unix, Virtualization, Web Development, SaaS, High Availability, Software Project..., Java Enterprise Edition, SOA, Middleware, Fault Tolerant Systems, Java, E-commerce, Android, Distributed Systems, C, Servers, Project Engineering, Common Lisp, Scheme, Emacs, Storage Virtualization, Server Technologies, Artificial Intelligence, jQuery, iOS development, Linux System..., OS X, J2EE Architecture, OSGi, Enterprise Portals, Liferay, Payment Gateways, Off Shore Development, Open Source Development, Open Source Licensing, Linux development, Web Infrastructure, Distributed File Systems, Clojure, Internet Security, Hacking, Android Development, HTML 5, Infrastructure
Education
Milwaukee School of Engineering
Shimer College
Northwestern University
Fidelity Investments July 2013 - June 2014
Harvard University December 2012 - May 2013
Suffolk University September 2011 - May 2013
CM Communications September 2012 - December 2012
Bianco's Catering Company January 2010 - June 2011
YMCA September 2008 - October 2010
Skills
Fundraising, Customer Service, Facebook, Event Planning, Social Media, PowerPoint, Public Speaking, Research, Microsoft Office, Higher Education, Social Networking, Community Outreach, Advertising, Marketing, Public Relations
Education
Suffolk University 2011 — 2013
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication, Magna Cum Laude
Middlesex Community College 2009 — 2011
Associates, Business
IISD August 2014 - Present
Fidelity Investments 2012 - 2014
C2 Global Consulting February 2012 - November 2012
New Avenue, Inc. November 2009 - February 2012
Nixon's Electric, Inc. November 2007 - November 2009
Skills
Account Management, Business Development, Strategic Planning, New Business Development, Team Building, Marketing, Banking, Sales, Microsoft Office, Customer Service, Training, Process Improvement, Recruiting, Microsoft Excel, Management, Budgets, Coaching, Program Management, Human Resources, Public Speaking, Public Relations, Business Strategy, Data Entry, Time Management, Organizational..., Leadership Development
Education
Walden University 2014 — 2016
Doctor of Business Administration (DBA), Entrepreneurship and Small Business Operations, 4.0
Forbes School of Business Ashford University 2009 — 2014
Master of Business Administration (MBA), Finance, 3.125
Miles College 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Expert Rating
Financial Skills Certification, Life Coach
Measured Progress February 2012 - Present
Fidelity Investments January 1998 - July 2011
Rutgers University November 1989 - January 1998
AT&T Bell Laboratories June 1982 - November 1989
Skills
Disaster Recovery, ITIL, Unix, Perl, Servers, Solaris, Integration, Linux, System Deployment, Networking, Vendor Management, Windows, VMware, Shell Scripting, Data Center
Education
Middlesex County College
AAS, Electrical Engineering Technology
Western & Southern Financial Group October 2005 - Present
Edward Jones October 2002 - January 2005
AF Kelly Consulting April 2000 - August 2002
Fidelity Investments April 1994 - February 2000
Kemper Clearing Corp. 1989 - 1994
DST Systems 1984 - 1989
Education
Missouri State University
Accounting
Fidelity Investments November 1996 - December 2008
ISI Systems Inc. 1995 - 1996
Superior Insurance Company 1994 - 1995
American International Group (AIG) 1984 - 1994
Education
Midlands Technical College 1966 — 1968
Associate, Computer Science
Fidelity Investments November 2013 - Present
Sea Girt Crossroads Shopping Center May 2010 - November 2013
Newport Capital Group March 2012 - July 2012
John Thomas Financial January 2010 - May 2010
Skills
Series 7, Series 63, Equities, Securities, Oracle SQL Developer, Bloomberg Terminal, Vendor Relationship..., Pricing Analysis, Reference Data, Fixed Income, Data Analysis, Derivatives, Financial Modeling
Education
Monmouth University
Macy's October 2014 - February 2015
IKOM Investments LLC 2010 - 2014
Credit Suisse 2008 - 2009
EDS, a Hewlett-Packard Company 2007 - 2008
Fidelity Investments 2006 - 2007
EDS, a Hewlett-Packard Company 2005 - 2006
ACS, a Xerox company September 1999 - September 2005
Skills
Oracle Applications, System Testing, Performance Testing, UAT coordination, Benefits Administration, Defined Benefit, HRIS, Business Analysis, Portfolio Management, SDLC, Risk Management, Change Control, Mercury Test Tools, Business Objects, SharePoint, Remedy 7, Odyssey, SQL, Visio, Enterprise Architecture, Rational Rose 2000, Beyond Compare, RUP Methodologies, Rational Requisite Pro, Integration Testing, Functional Testing, Quality Center, User Acceptance Testing, Quality Assurance, HP Quality Center, Project Management, Testing
Education
Middlesex County College 2005 — 2005
HR Certificate, Human Resources Management/Personnel Administration, General
New Jersey City University 1995 — 2002
Bachelor of Science (B.Sc.), International Business
Fidelity Investments October 2012 - Present
Fidelity Investments July 2011 - October 2012
Associated Pension Consultants, Inc. February 2010 - June 2011
Skills
Finance, Microsoft Excel, Microsoft Word, Pensions, Financial Services, Equities, Mutual Funds, Financial Analysis, Series 7, Securities
Education
Molloy College 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Stony Brook University 2006 — 2009
Bachelor of Arts (B.A.), Psychology, Minor in Business
Fidelity Investments December 2014 - Present
Fidelity Investments June 2013 - December 2014
Wells Fargo Advisors 2012 - 2013
R. Seelause & Co., Inc. February 2011 - September 2011
Power Home Remodeling Group June 2010 - February 2011
Education
Monmouth University 2005 — 2009
B.S, Management & Marketing
Fidelity Investments November 2012 - Present
Raymond James Financial Inc. at Citizen's Bank April 2012 - November 2012
Edward Jones June 2002 - April 2012
Edward Jones June 1994 - June 2002
Education
Milligan College 2000 — 2002
Business, Economics, finance
Elizabethton High School 1991 — 1995
Fidelity Investments July 2013 - Present
Fidelity Investments October 2007 - July 2013
Credit Suisse April 2005 - September 2007
Constella Group July 2003 - April 2005
Thomson Dialog June 2001 - July 2003
Skills
Facilities Management, Project Management, Budgets, Customer Service, Process Improvement, Business Development, Team Building, Program Management, Operations Management, Leadership, Project Planning, Strategic Planning, Personnel Management, Space-planning, Performance Improvement, Construction Management, Vendor Management, Cost Reduction...
Education
Minnesota State University, Mankato
B.S., Business Management
North Texas Area United Way, Inc January 2014 - Present
Planet Fitness October 2012 - January 2014
Fidelity Investments January 2012 - October 2012
Skills
Non-profit..., Project Management, Human Resources, Fundraising, Financial Analysis, Professional..., Federal Grant Management, Budget Management
Education
Midwestern State University 2013 — 2015
Master of Business Administration (M.B.A.)
Midwestern State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HP Hood May 2006 - Present
Fidelity Investments January 2003 - May 2006
IBM September 1995 - January 2003
Skills
Payroll, Accounting, Deferred Compensation, Employee Benefits, Employee Relations, FMLA, Forecasting, HRIS, Human Resources, Management, Onboarding, Payroll Taxes, Performance Management, Process Improvement, Recruiting, Tax
Education
Utica College 1979 — 1981
Bachelor's degree, Accounting
Mohawk Valley Community College-Utica Branch 1977 — 1979
Associate of Science (A.S.), Accounting
Rocket Software July 2007 - Present
Mink Publishing 2001 - Present
Victory Productions 2006 - 2007
Community Newspaper Company - The Register Newspaper 2000 - 2001
Fidelity Investments 1999 - 2000
Skills
Editing, Writing, Proofreading, Technical Writing, FrameMaker, HTML, Copy Editing, Adobe Acrobat, Content Development, Online Help, Publishing, Creative Writing, Editorial, DITA, Journalism, Technical Communication, Educational Publishing, SnagIt, Newspaper, Content Management, White Papers, Technical Documentation, Software Documentation, Grammar, Information Architecture, Online Help Development, Context-sensitive Help, End-user manuals, Snag It, Arbortext Epic Editor, Arbortext Epic, DITA XML, Single Sourcing, Structured Authoring, Release Notes, Web Content, XMetal
Education
University of Massachusetts, Amherst 1995 — 1999
BA, English
Middlesex Community College 2007 — 2008
Certificate, Technical Writing
Fidelity Investments March 2012 - Present
Fidelity Investments November 2010 - March 2012
Fidelity Investments March 2004 - November 2010
P&H Solutions January 2001 - March 2004
Franklin Skilled Nursing & Rehabilitation Center September 1998 - September 1999
Texas Dept. of Protective and Regulatory Services October 1997 - August 1998
Skills
Program Management, Product Management, Project Management, Strategy, Leadership, Financial Services, Business Analysis, Vendor Management, Management, Analytics, Process Improvement, Quality Assurance, CRM, Customer Experience, Requirements Analysis, Software Project..., Social Media, Relationship Management, Consulting, User Experience, Requirements Gathering, Data Analysis, Cross-functional Team..., Content Management, Usability Testing, Product Marketing, Usability, Product Development, Account Management, Project Portfolio..., Business Process...
Education
Mississippi State University 1994 — 1997
BSW, Social Work
Tupelo High School 1989 — 1992
Healthline Networks, Inc. November 2010 - Present
Open Software Integrators, LLC February 2010 - November 2010
North Carolina State University August 2008 - December 2009
Fidelity Investments May 2009 - August 2009
Mumbai University August 2004 - July 2008
Skills
Java, Java Enterprise Edition, Tomcat, Struts, Hibernate, JBoss Application Server, MVC, Ruby on Rails, Eclipse, Spring, C, C++, JavaScript, JSP, SQL, Web Applications, Web Services, Linux, jQuery, Subversion, Open Source, Web Development
Education
North Carolina State University 2008 — 2009
MS, Computer Science
University of Mumbai 2004 — 2008
BS, Computer Engineering
Mithibai College 2002 — 2004
Schooling for Higher Secondary Certificate, Science
Fidelity Investments February 2015 - Present
Symmetry Financial Group August 2014 - February 2015
U.S. Cellular February 2013 - August 2014
The Home Depot November 2011 - February 2013
Walmart March 2009 - November 2011
Skills
Inventory Management, Retail, Customer Service, Customer Experience, Sales, Customer Retention, Management, Wireless, Customer Satisfaction, Retail Sales
Education
Truman State University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Moberly Area Community College 2008 — 2010
Associate of Arts (A.A.), General education
Fidelity Investments September 2015 - Present
Network Promotions and Events, LLC February 2013 - Present
Texas Woman's University October 2014 - August 2015
Thomson Reuters/ Pride Staff June 2014 - September 2014
Texas Woman's University November 2013 - June 2014
AutoNation/ Robert Half Finance & Accounting April 2013 - July 2013
Ambit Energy June 2012 - March 2013
Moffett Library January 2009 - June 2012
North Texas Area United Way January 2011 - April 2011
Dominica Air & Sea Ports Authority January 2005 - June 2008
Skills
Microsoft Office, Payroll, Accounts Payable, Accounting, Account Reconciliation, QuickBooks, PowerPoint, Customer Service, Tax, Accounts Receivable, Bookkeeping, Financial Statements, Spreadsheets, Inventory Management, Analytical Skills, Account Management, Communicative Skills, Problem Solving
Education
Texas Woman's University 2013 — 2015
MBA
Midwestern State University 2008 — 2011
BBA, Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments 2004 - March 2011
TCF Bank 2001 - 2004
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Retirement Planning, Asset Allocation, 401k, Retirement, Strategic Financial..., Fixed Income, Retail Banking, PowerPoint, Estate Planning, Coaching
Education
Minnesota State University, Mankato
Bachelor of Sceince, Management/Finance
Fidelity Investments August 2015 - Present
Fidelity Investments February 2015 - August 2015
Behavioral Health Center of Nueces County July 2014 - January 2015
Hospice of Wichita Falls August 2013 - May 2014
Midwestern State University January 2013 - May 2014
Nanny May 2011 - August 2013
Skills
Social Services, Student Affairs, Higher Education, Student Development, Community Outreach, Research, Public Speaking, Event Planning, PowerPoint, Nonprofits, Fundraising, SPSS, Microsoft Office, Teaching, Microsoft Excel, Access, Microsoft Word, Editing, Statistics, Social Media
Education
Midwestern State University 2010 — 2014
Bachelor's Degree, Social Work
Marcus High School
American Financial Partners January 2013 - Present
The Great Escape, playcafe November 2010 - Present
MassMutual Financial Group June 2012 - February 2013
Bancnorth Investment Group 2008 - 2009
TD Bank 2008 - 2009
Fidelity Investments March 2006 - December 2007
Skills
Retirement, Strategic Financial..., Disability Insurance, Insurance, Long Term Care Insurance
Education
Minnesota State University, Moorhead
Worcester State University
BS, Business
Brown Brothers Harriman July 2010 - Present
Brown Brothers Harriman September 2007 - June 2011
Fidelity Investments 2000 - 2007
Skills
Remote Deposit Capture, Checks, Lockbox, Payment Card Processing, ACH, Cash Management, Financial Services, Relationship Management, Mutual Funds, Payments, Financial Analysis, Process Improvement, Finance
Education
Rutgers 1998 — 2000
BA, Economics
Middlesex County College 1997 — 1998
Associates, Business Administration
Fidelity Investments July 2007 - Present
Fidelity Investments December 2005 - July 2007
Fidelity Investments November 2000 - December 2005
Fidelity Investments September 1997 - October 2000
Skills
Certified Financial..., Insurance license..., Series 7, 6, 63, 66, 26..., In depth knowledge of..., Solid understanding and..., insurance and financial..., Account Management, Mutual Funds, Relationship Management, Financial Services
Education
Mississippi State University 1990 — 1995
Bachelor of Business Administration, Marketing
Warren Central High School 1988 — 1990
High school
Pearson July 2013 - Present
BlackBerry September 2012 - December 2012
University of Massachusetts Amherst September 2010 - May 2012
Fidelity Investments June 2011 - August 2011
Renault Nissan Technology and Business Centre India June 2009 - July 2010
Renault Nissan Technology and Business center India June 2008 - June 2009
Skills
C, SQL, Java, Unix, C++, Matlab, Eclipse, Python, Computer Network..., Algorithms, OBIEE, HTML, Databases, Machine Learning, Test Automation
Education
University of Massachusetts, Amherst 2010 — 2013
M.S, Electrical and Computer Systems Engineering
Anna University, India 2004 — 2008
B.E, Engineering
Modern School 2002 — 2004
HSD, Computer Science, Mathematics
Ambit Energy February 2015 - Present
Veolia Energy North America April 2011 - January 2014
Kayem Foods Inc. February 2009 - April 2011
BTHR Solutions / BeneTemps 1998 - 2009
Goodwin Procter LLP 2008 - 2008
State Street 2007 - 2008
Investor's Bank & Trust 2006 - 2007
Fidelity Investments 1998 - 2002
Cabot Corporation 1988 - 1998
Skills
Employee Benefits, Benefits Administration, Management, HRIS, Analysis, PeopleSoft, Personnel Management, Insurance, Onboarding, Employee Relations, Disability Insurance, Human Resources, Time Management, Recruiting, FMLA, Deferred Compensation
Education
Middlesex Community College
Fidelity Investments October 2013 - Present
PAREXEL April 2012 - May 2013
Comverse, Inc May 2008 - April 2012
SeaChange International May 2006 - May 2008
Chemineer, Inc December 2000 - May 2006
Oxford Health Plans March 1999 - December 2000
Phillips Medical 1997 - 1998
Skills
Employee Benefits, HRIS, Benefits Administration, Training, Human Resources, Deferred Compensation, Payroll, FMLA, HR Consulting, COBRA, Vendor Management, New Hire Orientations, Onboarding, Leadership
Education
Middlesex Community College
A.S, Business Administration
Iron Mountain February 2015 - Present
Commonwealth of Massachusetts April 2013 - February 2014
Commonwealth of Massachusetts October 2011 - November 2012
Sapient June 2011 - August 2011
MFS Investment Management October 2010 - April 2011
Advent International January 2010 - July 2010
Fidelity Investments December 2006 - October 2009
Rockland Trust December 2003 - August 2006
State Street Corporation May 1997 - April 2002
Putnam Investments January 1993 - January 1997
Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
University of Arkansas
MBA, Masters degree, Business Administrations
Missouri State University
Bachelors degree, Information Systems Management
Fidelity Investments January 2014 - Present
T. Rowe Price August 2010 - January 2014
Wells Fargo Financial October 2008 - August 2010
Skills
Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Investment Management, Investments, Fixed Income, Asset Managment, Equities, Investment Advisory, Wealth Management, Series 66
Education
North Dakota State University
Bachelor of Science (B.S.)
Minnesota State University, Moorhead 2002 — 2004
OptumHealth Education April 2013 - Present
Mortgage Network, Inc. April 2012 - April 2013
Atrium Medical January 2007 - March 2012
Fidelity Investments May 2005 - December 2006
Charm Sciences September 2001 - April 2005
Acumentrics Corporation 2000 - 2001
Zoll Medical 1999 - 2000
APC 1994 - 1998
Skills
ASP.NET, Oracle, PL/SQL, Oracle E-Business Suite, .NET, Microsoft SQL Server, XML, JavaScript, VB.NET, Databases, Software Documentation, Web Services, C#, Web Applications, T-SQL, Software Development, HTML, SSRS
Education
Middlesex Community College
Fidelity Investments April 2013 - Present
Proskauer Rose LLP 2008 - 2013
U.S. Court of Appeals 2007 - 2008
McGlinchey Stafford June 2006 - June 2006
Mitchell, McNutt & Sams June 2005 - June 2005
Lane Home Furnishings 2002 - 2004
Skills
Litigation, Appeals, Employment Law, Class Actions, Mediation, Alternative Dispute..., Legal Writing, Arbitration, Employment...
Education
University of Mississippi School of Law 2004 — 2007
J.D., magna cum laude
Mississippi State University - College of Business and Industry 1998 — 2002
Bachelor of Business Administration, Management Information Systems, summa cum laude
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - February 2013
Fidelity Investments June 2010 - January 2012
New York and Company May 2007 - June 2010
Pearle Vision June 2002 - June 2010
First Investors Corporation May 2009 - August 2009
Education
Molloy College 2012 — 2014
Master of Business Administration (M.B.A.), 3.9
Siena College 2006 — 2010
Bachelors of Science, Finance
Siena Italian Studies 2009 — 2009
Study Abroad Program
Commack High School 2002 — 2006
US Treasury Office of Financial Research April 2014 - Present
US Treasury Office of Financial Stability March 2009 - April 2014
Deloitte Consulting 2005 - 2009
Corporate Growth Group 2003 - 2005
Fidelity Investments January 1991 - December 2002
Deloitte Consulting 1985 - 1991
Peat Marwick 1979 - 1985
Skills
Securities, Compliance, Risk Management, Due Diligence, Asset Management, Fixed Income, Capital Markets, Asset Managment, Financial Services, Mergers & Acquisitions, Strategy, Finance, Investments, Banking, Program Management, Budgets, Portfolio Management, SDLC, Emerging Markets, Management, Financial Modeling, Leadership, Corporate Governance, Cross-functional Team..., Derivatives, Private Equity, AML, Mutual Funds, Outsourcing, Financial Risk, Financial Analysis, Bloomberg, Corporate Finance, Equities, Valuation, Financial Markets, Enterprise Risk..., Management Consulting, Investment Banking
Education
UCLA Anderson School of Management 1975 — 1977
MBA, Accounting, Strategy
Mills College
Bachelor of Arts (B.A.), Fine Arts
Self-employed November 2013 - Present
migueljustino.com July 2009 - Present
Fidelity Investments July 2012 - December 2013
eircom January 2012 - July 2012
Procuradoria-Geral da República March 2011 - November 2011
Zon Multimédia January 2011 - February 2011
CGD January 2010 - January 2011
TMN May 2009 - December 2009
Telenet May 2008 - April 2009
o2 Germany July 2006 - May 2008
Skills
System Testing, Integration Testing, User Acceptance Testing, ISTQB, Test Planning, Manual Testing, Performance Testing, SQL, XML, Java, .NET, Quality Center, Quality Assurance, Requirements Analysis, Oracle, Testing, Microsoft SQL Server, JavaScript
Education
Monash University 1996 — 2000
Ba. Computing
Monash University 1996 — 2000
Ba. Banking and Finance
University of Massachusetts - President's Office June 2007 - Present
UMass 2015 - 2015
UMass 2015 - 2015
Fidelity Investments January 2000 - November 2006
Fidelity Investments April 1996 - December 1999
Fidelity Investments April 1994 - March 1996
Marriott Corporation June 1986 - March 1994
Skills
Strategy, Unix, Leadership, Databases, Oracle, Disaster Recovery, Requirements Analysis, Vendor Management, Project Management, Project Planning, Management, Agile Methodologies, Outsourcing, IT Strategy, SDLC, SQL, Business Analysis, Program Management, Process Improvement, Enterprise Architecture, Linux, Solaris
Education
University of Massachusetts Boston
Bachelor of Science (B.S.), Management (Finance Concentration, Economics Minor)
University of Maryland University College
Master Information Technology Program
Marriot Corp Management Training Program
Middlesex Community College
Engineering
Fidelity Investments August 2012 - Present
Fidelity Investments July 2003 - August 2012
Fidelity Investments August 2000 - July 2003
Best Buy 1998 - 2000
Zale Corporation 1995 - 1998
Skills
Deferred Compensation, Applicant Tracking..., Human Resources, Workforce Planning, Succession Planning, HRIS, Employee Benefits, Onboarding, Team Building, Talent Management, Performance Management, Employee Relations, Benefits Administration, Talent Acquisition, Vendor Management, Recruiting, Financial Services
Education
University of North Texas 1995 — 1996
MBA, Human Resources Management
Midwestern State University 1991 — 1994
BBA, Economics & Management
Fidelity Investments May 2007 - Present
Family Dollar November 2004 - May 2007
Apple River State Bank June 2003 - November 2004
IBM June 1998 - October 2002
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Agile Methodolgy, Content Management, Testing, Business Requirements, Visio, Agile Methodologies, SharePoint, Business Process..., Business Process
Education
University of North Carolina at Charlotte 1998 — 2001
MBA, Management
Millikin University 1994 — 1998
B.S., MIS / Business Administration
Integritas Advisors, LLC 2006 - Present
Fidelity Investments 1997 - 2006
Doty-Moore Tower Services 1992 - 1997
Skills
Series 7
Education
Missouri State University 1984 — 1989
Fidelity Investments June 2007 - Present
Fidelity Investments June 2007 - Present
Skills
Flex, AJAX, Agile Methodologies, HTML 5, User Interface, RIA, SOA, Flash, SDLC, Web Services, Enterprise Software, User Experience, CSS3, JavaScript, OOP, Enterprise Architecture, UI Architecture, User Interface Design, Responsive Design, Node.js, Backbone.js, Underscore.js, Require.js, Information Architecture, Unix, Design Patterns, Software Project..., Mobile Applications, iOS development, Android Development, Entrepreneurship, Start-ups, Apache, JSP, REST, MongoDB, SQL, MySQL, Oracle, Twitter Bootstrap, ZURB Foundation, jQuery, Heroku, Github, ActionScript, XML, JSON, PHP, d3.js, SAP ERP
Education
Mississippi State University
Sathyabama University
high school
Fidelity Investments October 2013 - Present
JPMorgan Chase February 2011 - September 2013
JPMorgan Chase January 2008 - February 2011
Comcast Cable Communications, Inc. June 2001 - July 2007
Comcast Cable February 1999 - June 2001
Primestar, Inc. October 1994 - January 1999
Skills
Call Centers, Process Improvement, Leadership, Cross-functional Team..., Customer Experience, Time Management, Customer Satisfaction, Training, Management, Budgets, Customer Service, Sales, Team Building, Leadership Development, Call Center, Program Management, Performance Management, Quality Assurance, Employee Training, Customer Retention
Education
Midwestern State University 1983 — 1984
MA, Political Science/Public Administration
United States Air Force Academy 1972 — 1976
BS, Engineering Mechanics
Fidelity Investments January 2006 - Present
IMI SYSTEMS / AJILON LLC January 1997 - January 2006
STRUCTURED DATA SYSTEMS January 1991 - January 1997
Skills
Oracle, XML, Java Enterprise Edition, Agile Methodologies, Websphere, Software Development, SQL*Plus, J2EE Application..., Jenkins, Unix Shell Scripting, Enterprise Software, Linux, ClearCase, Web Applications, SDLC, Requirements Analysis, Shell Scripting, WebSphere
Education
Monash University 1988 — 1990
Bachelor of Science (BSc), Mathematics and Computer Science
Monash University
Bachelor of Science, Computer Science / Mathematics
Fidelity Investments January 2014 - Present
Fidelity Investments August 2008 - December 2013
Krups-Rowenta 2003 - 2008
Krups - Rowenta, Groupe SEB USA 2003 - 2008
Groupe SEB USA 2003 - 2008
BKM Enterprises 1999 - 2003
Post Newsweek Stations 1998 - 2000
The S/L/A/M Collaborative 1994 - 1998
Aetna Life & Casualty 1988 - 1994
Skills
Executive..., Marketing Strategy, Product Development, Sales, Microsoft Excel, Microsoft Office, Cross-functional Team..., Strategic Planning, Customer Service, Marketing, Business Analysis, Process Improvement, Team Building, Management, Project Management
Education
Middlesex Community College
Red Lobster June 2015 - Present
Orange Lake Country Club 2008 - May 2015
Fidelity Investments 1997 - 2007
Skills
Oracle E-Business Suite, Oracle Applications, Oracle HR, Oracle, Business Intelligence, Databases, SDLC, Oracle Discoverer, Requirements Analysis, Data Warehousing, PL/SQL, Database Administration, Unix, Oracle Enterprise..., Oracle RAC, ETL, Data Modeling, SQL Tuning
Education
Midwestern State University 1994 — 1996
University of Dayton 1994 — 1994
Osmania University 1985 — 1990
B.E., Mechanical Engineering
Fidelity Investments March 2012 - Present
Sun Life Financial April 2007 - February 2012
Sun Life Financial 2001 - 2007
Education
Middlesex Community College 1978 — 1982
Fidelity Investments March 2013 - Present
Fidelity Investments April 2011 - March 2013
Fidelity Investments November 1999 - April 2011
BAE Systems 1990 - 1999
Skills
Solaris, Veritas Volume Manager, Unix, High Availability, Ksh, Veritas Cluster Server, Solaris Zones, Veritas, Sun, Veritas Storage..., HP-UX, AIX, Unix Shell Scripting, Cluster, RedHat, Shell Scripting, Red Hat Linux, Virtualization, Operating Systems, SAN, Netbackup, Disaster Recovery, HACMP, Storage Area Networks, Storage, Linux System..., NetApp, NAS, Brocade, ZFS, DNS, Server Architecture, Apache, Perl, Servers, NFS, Data Center, VMware, IBM AIX
Education
Middlesex Community College 1979 — 1981
Fidelity Investments November 2006 - Present
GTSS Inc February 2005 - November 2006
Kanbay Software (I) Pvt Ltd (Capgemini India) January 2004 - February 2005
Bajaj Allianz General Insurance Co May 2002 - December 2003
Indiaco.com Pvt Ltd July 2001 - February 2002
Morelinux.com Pvt Ltd September 1999 - April 2001
Brihans Group of Companies 1999 - 2001
Skills
Java Enterprise Edition, Spring, SDLC, Web Services, Oracle, XML, Struts, Java, Unix, Enterprise Architecture, Websphere, Software Development, JSP, Unix Shell Scripting, Web Applications, JMS, Requirements Analysis, PL/SQL, SQL, JavaScript, Software Design, Design Patterns, EJB, Core Java, Database Design, Spring Framework
Education
University of Pune 1997 — 1999
Master of Computer Management
University of Pune 1992 — 1997
Bachelor of Commerce
Modern School
Fidelity Investments December 1995 - Present
Euro RSCG, Publicis, Malherbes Design, Shaya & Co, Rapp Collins, Soleil Noir, etc February 1994 - December 1995
Royal Children's Hospital Melbourne January 1992 - January 1994
Skills
SQL, XML, Oracle, Agile Methodologies, C#, JavaScript, Web Services, Sybase, ASP.NET, Unix, .NET, Requirements Analysis
Education
Monash University 1990 — 1994
Bachelor's degree, Information Technology
Crystal Lake, south high school 1986 — 1990
Fidelity Investments July 2010 - Present
Fidelity Investments May 2010 - January 2011
Fidelity Investments September 2006 - November 2008
Skills
Press Releases, Social Networking, Strategic Communications, Internal Communications, Corporate Communications, Media Relations, Public Relations, Social Media, Marketing Communications, Editing, Newsletters, Blogging, Facebook, Copywriting, Event Planning
Education
Monmouth University 2004 — 2009
Bachelor of Arts (BA), Communication, General
Monmouth University 2004 — 2009
Bachelor's degree, Communication and Media Studies
Red Hat July 2014 - Present
Wellington Management February 2013 - July 2014
Sapient Global Markets August 2012 - July 2014
Fidelity Investments August 2012 - December 2012
APC September 2007 - August 2012
APC March 2005 - August 2007
APC by Schneider Electric October 2002 - March 2005
Skills
Agile Methodologies, Testing, Software Project..., Software Development, Test Automation, Scrum, Embedded Systems, Requirements Analysis, Integration, Software Quality..., Test Planning, Java, SDLC, Software Engineering
Education
University of Rhode Island 2005 — 2007
MBA, Marketing & Entrepreneurship
Mississippi State University 2000 — 2002
MS, Computer Engineering
University of Madras 1995 — 1999
BE, Electrical & Electronics Engineering
SRM University
SRM University
Javita Coffee Co. May 2014 - Present
Fidelity Investments November 2003 - January 2011
Smith Barney 2001 - 2003
Smith Barney 2001 - 2003
Smith Barney 2001 - 2003
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Financial Analysis, Business Requirements, Visio, Project Management, Financial Modeling, Process Improvement, User Acceptance Testing, Microsoft Excel, Risk Management, Vendor Management
Education
Monmouth University 2000 — 2002
Bachelor's Degree, Business Administration & Finance
University of Delaware 1998 — 2000
Business Administration & Finance
Scottrade February 2015 - Present
TD Ameritrade November 2012 - February 2015
TD Ameritrade July 2010 - November 2012
TD Ameritrade May 2009 - 2010
Bank of America September 2006 - May 2009
Fidelity Investments 2005 - 2006
Penske Truck Leasing 2004 - 2006
Skills
Wealth Management, Retirement Planning, Credit, Series 7, Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Banking, Mutual Funds, Series 63, Asset Allocation, Sales Management, Securities, Relationship Management, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Customer Service, Management, Retirement
Education
Midwestern State University 1994 — 2002
B.A. Business Administration, Marketing
TD March 2014 - Present
TD Waterhouse January 2012 - December 2013
TD Waterhouse March 2010 - August 2011
CGI February 2009 - February 2010
TD Waterhouse April 1999 - January 2009
National Grocers August 1998 - March 1999
Nortel September 1997 - July 1998
Fidelity Investments November 1995 - August 1997
Skills
SDLC, AML, Web Services, Enterprise Architecture, SOA, Mutual Funds, System Design, Application Architecture, Requirements Gathering, Websphere, Requirements Analysis, Solution Architecture, IT Strategy, Business Requirements, Risk Management, TOGAF, PMP, Integration, Business Analysis, Software Project..., Vendor Management
Education
University of Surrey 1974 — 1978
BSc Hons, Civil Engineering
Mithibai College 1971 — 1973
Inter Science
Fidelity Investments January 2014 - Present
Fidelity Investments 2005 - Present
IBM 2002 - 2005
Education
Mohawk College
Bachelor, Networking Hardware
University of Windsor
Bachelor, Electrical Engineering
Charles Schwab July 2009 - Present
Fidelity Investments October 1997 - March 2008
Education
Midwestern State University
Bachelor of Business Administration (BBA)
GuestLogix September 2014 - Present
GuestLogix March 2014 - September 2014
GuestLogix November 2011 - March 2014
Synergy HomeCare of DFW June 2008 - October 2011
Sabre Holdings 2007 - 2009
Sabre Holdings 2007 - 2007
Sabre Holdings 2004 - 2006
Sabre Holdings 2001 - 2004
Sabre Holdings 1993 - 2001
Fidelity Investments 1987 - 1993
Skills
Program Management, Cost Accounting, Process Improvement, Financial Analysis, Business Intelligence, Six Sigma, Strategy, Project Management, Budgets, Product Management, Project Planning, Strategic Planning, Project Portfolio..., SDLC, Management, Forecasting, Business Analysis
Education
Mississippi State University 1983 — 1985
BS, Computer Science
Fidelity Investments October 2014 - Present
Fidelity Investments December 2011 - October 2014
Fidelity Investments April 2007 - December 2011
Citibank July 2003 - April 2007
Skills
Process Improvement, Problem Solving, Research, Analysis, Customer Service, Access, Management Consulting, Business Analysis, Business Development, Financial Analysis, Leadership, Risk Management, Sales Management, Six Sigma
Education
Midwestern State University 2003 — 2008
Texas Women's University
Studies
GlobalNet Training April 2011 - Present
Sew So Pretty 2006 - 2013
Fidelity Investments April 2001 - June 2003
Liberty Travel June 1996 - April 2001
Skills
Project Management, Administrative..., Social Media, Sales, Marketing, Customer Service, Public Speaking, Training, Program Management, Entrepreneurship, System Administration, Social Networking, Troubleshooting, Leadership
Education
Midwestern State University 1993 — 1994
Texas State University-San Marcos 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Fidelity Investments February 1997 - Present
Education
Midwestern State University 1991 — 1995
BBA, Management
Cyber 360 Solutions March 2012 - Present
The Revolution Group July 2010 - November 2010
The Revolution Group July 2010 - November 2010
ACI Worldwide (formerly P&H Solutions) December 1999 - March 2010
ACI Worldwide (formerly P&H Solutions) December 1999 - March 2010
Keane Inc August 1997 - December 1999
Keane Inc August 1997 - December 1999
Keane, Inc August 1997 - December 1999
Fidelity Investments April 1996 - August 1997
The New England May 1979 - April 1996
Skills
Business Analysis, Testing, Quality Assurance, Databases, SDLC, Access, Product Management, Program Management, PMO, Project Planning, Project Management, Management, CRM, Vendor Management
Education
Minneapolis Community and Technical College
AA, Liberal Arts
Salem State University
BS
Computex Technology Solutions January 2014 - Present
Accudata Systems May 2010 - December 2013
Fidelity Investments October 2005 - May 2010
Skills
Account Management, Security, Solution Selling, Cloud Computing, Sales Process, Data Center, Cisco Technologies, Salesforce.com, Sales, Direct Sales, Virtualization, Information Security, Business Continuity, Channel Partners, Enterprise Software, Information Technology, Managed Services, Networking, Professional Services, SaaS, Storage, Unified Communications, VMware
Education
Missouri State University 2001 — 2005
BS, Merchandising
Automated Tech & Assembly January 2015 - Present
Post Play Management January 2013 - Present
Smoothie King (SKFI) January 2003 - Present
Hilliard Lyons March 2000 - February 2002
Fidelity Investments April 1998 - November 1999
Skills
Franchising, Entrepreneurship, Strategic Planning, Management Consulting, Finance, Management, Social Media Marketing, Small Business, Sales, Franchise Consulting, Social Media, New Business Development, Microsoft Office, Microsoft Excel, Marketing Strategy, Business Planning, Customer Service, Leadership, Marketing
Education
Mississippi State University 1992 — 1997
Business, Marketing
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
Carty and Co, Inc. May 2008 - September 2011
Education
The University of Memphis 2004 — 2006
Bachelor of Business Administration (B.B.A.), Marketing Management
Mississippi State University 2001 — 2004
Marketing/Marketing Management, General
Christian Brothers High School 1997 — 2001
High School Degree, College Preparatory
Banyan Partners April 2010 - Present
Fidelity Investments 1999 - 2010
Education
Mississippi State University 1981 — 1986
Bachelors, Communications
Fred's Pharmacy October 2012 - Present
FedEx Express July 2008 - December 2011
FedEx Express June 2007 - July 2008
FedEx Express June 2005 - June 2007
FedEx Express April 2003 - June 2005
ServiceMaster January 2002 - March 2003
Fidelity Investments January 1999 - May 1999
Skills
PowerPoint, Microsoft Office, Word, Forecasting, Budgets, Business Planning, Customer Service, General Ledger, Variance Analysis, Process Improvement, Logistics, Analysis, Financial Analysis, Research, Business Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Bachelors of Science in Economics, Finance, General
Mississippi State University 1997 — 1999
Finance, General
Caribbean Developments (Antigua) Ltd. August 2014 - Present
Concord Business Associates October 2013 - August 2014
Fidelity Investments October 2012 - July 2013
First Convenience Bank August 2012 - October 2012
Antigua and Barbuda Investment Bank October 2007 - August 2009
Skills
Microsoft Office, Financial Analysis, QuickBooks, Accounting, Microsoft Excel, Accounts Payable, Microsoft Word, Teamwork, Access, Research, PowerPoint, Tax, Public Speaking
Education
Midwestern State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Lade
TD Ameritrade June 2009 - Present
Fidelity Investments August 2000 - June 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel
Education
Missouri State University 1996 — 2000
Bachelor's Degree, Business/Corporate Communications
Fidelity Investments October 2011 - Present
GM Financial February 2009 - October 2011
Chrysler Financial 2007 - 2009
Chrysler Financial 2007 - 2009
Skills
Customer Service, Microsoft Excel, Microsoft Word, English, Time Management, Microsoft Office, Team Leadership, Working With Clients
Education
Midwestern State University 2015 — 2017
Bachelor of Applied Science (BASc), Business Administration and Management, General
Keller High
Tarrant County College
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
BlackRock September 2007 - Present
Fidelity Investments August 2002 - September 2007
Education
Monmouth University
Fidelity Investments 2015 - Present
Glendenning Mortgage Corporation September 2014 - February 2015
Rockdale Financial Services, Inc. February 2010 - July 2014
Rockdale Financial Services, Inc. July 2006 - February 2010
Rockdale Financial Services, Inc. August 2003 - July 2006
Education
Monmouth University 1997 — 2002
Bachelor of Arts in Communication
Wildwood High School
Fidelity Investments June 2015 - August 2015
Skills
Microsoft Office
Education
Mississippi State University 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Fidelity Investments June 2015 - August 2015
Education
Midwestern State University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Sophmore
Fidelity Investments June 2015 - September 2015
Fidelity Investments July 2013 - June 2015
Fidelity Investments September 2012 - June 2013
Education
Midwestern State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General