Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Lacey Silvers Lacey Silvers's Fidelity Investments Experience April 2015 - Present
Job Implementation Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments August 2005 - April 2015
The Ledger Independent August 2004 - August 2005
Skills
Retirement Planning, Financial Advisory, Benefits Administration, 401k, Customer Service, Retirement Plan..., Coaching, Leadership, Process Improvement, Training, Customer Experience, Agile Project Management, Cross-functional Team..., Project Management, Account Management, Business Process..., PowerPoint, Retail, Contract Negotiation, Networking, Research, Teaching, Teamwork, Defined Contribution
Education
Thomas More College 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Morehead State University 2002 — 2004
General Studies, Business Administration and Management, General
Fidelity Investments April 2015 - Present
Fidelity Investments August 2005 - April 2015
The Ledger Independent August 2004 - August 2005
Skills
Retirement Planning, Financial Advisory, Benefits Administration, 401k, Customer Service, Retirement Plan..., Coaching, Leadership, Process Improvement, Training, Customer Experience, Agile Project Management, Cross-functional Team..., Project Management, Account Management, Business Process..., PowerPoint, Retail, Contract Negotiation, Networking, Research, Teaching, Teamwork, Defined Contribution
Education
Thomas More College 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Morehead State University 2002 — 2004
General Studies, Business Administration and Management, General
Bob Roth's Fidelity Investments Experience January 2012 - Present
Job Strategic Sourcing Professional
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Southwest Airlines March 2005 - January 2012
Affiliated Computer Services (Xerox) September 2004 - March 2005
American Airlines Inc. March 2000 - September 2004
Sabre Holdings May 1997 - March 2000
Sabre Holdings March 1994 - May 1997
American Airlines May 1989 - March 1994
Motorola May 1985 - May 1989
Education
Vision International University 2000 — 2001
Doctor of Philosophy (PhD), Organizational Leadership
Vision International University 1998 — 2000
Master of Arts (MA), Business Administration and Management, General
Morehead State University 1975 — 1978
BA, Communications
Fidelity Investments January 2012 - Present
Southwest Airlines March 2005 - January 2012
Affiliated Computer Services (Xerox) September 2004 - March 2005
American Airlines Inc. March 2000 - September 2004
Sabre Holdings May 1997 - March 2000
Sabre Holdings March 1994 - May 1997
American Airlines May 1989 - March 1994
Motorola May 1985 - May 1989
Education
Vision International University 2000 — 2001
Doctor of Philosophy (PhD), Organizational Leadership
Vision International University 1998 — 2000
Master of Arts (MA), Business Administration and Management, General
Morehead State University 1975 — 1978
BA, Communications
Susan Wieters Susan Wieters's Fidelity Investments Experience April 2013 - Present
Job Senior Information Architect at Fidelity Investments
Industry Design
Experience
Fidelity Investments April 2013 - Present
Express Scripts (formerly Medco) January 2005 - December 2012
Medco September 2001 - December 2004
C-Bridge January 2000 - May 2001
Rauscher Design January 1999 - January 2000
Stewart Lopez-Bonilla June 1996 - January 1999
North American Publishing June 1992 - June 1993
Dorland Sweeney Jones January 1991 - May 1992
Skills
User Experience, Graphic Design, Interaction Design, User Interface Design, Creative Direction, Marketing, Project Management, Cross-functional Team..., E-commerce, Integrated Marketing, Customer Experience, Digital Marketing, Strategic Planning, Email Marketing, Iterative Design, Information Architecture, Conceptual Design, User-centered Design, Creative Strategy, Art Direction, Product Development, Digital Strategy, Scrum, Usability Testing, User Interface, Wireframes
Education
Rochester Institute of Technology 1994 — 1996
MFA
Moore College of Art and Design 1988 — 1992
BFA
Fidelity Investments April 2013 - Present
Express Scripts (formerly Medco) January 2005 - December 2012
Medco September 2001 - December 2004
C-Bridge January 2000 - May 2001
Rauscher Design January 1999 - January 2000
Stewart Lopez-Bonilla June 1996 - January 1999
North American Publishing June 1992 - June 1993
Dorland Sweeney Jones January 1991 - May 1992
Skills
User Experience, Graphic Design, Interaction Design, User Interface Design, Creative Direction, Marketing, Project Management, Cross-functional Team..., E-commerce, Integrated Marketing, Customer Experience, Digital Marketing, Strategic Planning, Email Marketing, Iterative Design, Information Architecture, Conceptual Design, User-centered Design, Creative Strategy, Art Direction, Product Development, Digital Strategy, Scrum, Usability Testing, User Interface, Wireframes
Education
Rochester Institute of Technology 1994 — 1996
MFA
Moore College of Art and Design 1988 — 1992
BFA
Ellen Hoyem Ellen Hoyem's Fidelity Investments Experience 1986 - 1989
Job Experienced in Event Coordination, Event Planning and Financial Services
Industry Events Services
Experience
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Gretchen Hector Gretchen Hector's Fidelity Investments Experience August 2007 - May 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2012 - Present
Deloitte U.S. India offices January 2012 - March 2012
McGladrey June 2011 - August 2011
Fidelity Investments August 2007 - May 2010
Senate Finance Committee - Tax Team January 2007 - May 2007
Skills
Accounting, Customer Service, Auditing, Finance, Financial Accounting, Internal Controls, US GAAP, Microsoft Excel
Education
Vanderbilt University 2011 — 2012
MAcc, Accounting
University of Vermont 2010 — 2011
Pre-MAcc, Accounting
Montana State University-Billings 2004 — 2007
BS, Business Administration - Finance
Deloitte September 2012 - Present
Deloitte U.S. India offices January 2012 - March 2012
McGladrey June 2011 - August 2011
Fidelity Investments August 2007 - May 2010
Senate Finance Committee - Tax Team January 2007 - May 2007
Skills
Accounting, Customer Service, Auditing, Finance, Financial Accounting, Internal Controls, US GAAP, Microsoft Excel
Education
Vanderbilt University 2011 — 2012
MAcc, Accounting
University of Vermont 2010 — 2011
Pre-MAcc, Accounting
Montana State University-Billings 2004 — 2007
BS, Business Administration - Finance
Miriam Tolbert Miriam Tolbert's Fidelity Investments Experience January 2007 - Present
Job On Air Talent for K97.5FM
Industry Broadcast Media
Experience
K 97.5 Hip-Hop and R&B September 2013 - Present
Truth Broadcasting Corporation 2009 - Present
WKNC 88.1 FM June 2007 - Present
Fidelity Investments January 2007 - Present
Skills
Radio Producing, Radio Broadcasting, Radio Host, News Writing, Blogging, Social Media, Hosting, Entertainment, Graphic Design, Television, Copywriting, Radio Production, Editing, Social Media Marketing, Music, Radio, Broadcast
Education
North Carolina State University 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Montgomery College 2001 — 2003
Associate's degree, Communication and Media Studies
K 97.5 Hip-Hop and R&B September 2013 - Present
Truth Broadcasting Corporation 2009 - Present
WKNC 88.1 FM June 2007 - Present
Fidelity Investments January 2007 - Present
Skills
Radio Producing, Radio Broadcasting, Radio Host, News Writing, Blogging, Social Media, Hosting, Entertainment, Graphic Design, Television, Copywriting, Radio Production, Editing, Social Media Marketing, Music, Radio, Broadcast
Education
North Carolina State University 2004 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Montgomery College 2001 — 2003
Associate's degree, Communication and Media Studies
Chelsea Guinn's Fidelity Investments Experience October 2014 - December 2014
Job Sales Associate at Macy's
Industry Financial Services
Experience
Fidelity Investments October 2014 - December 2014
Macy's May 2013 - January 2014
Wendy's August 2008 - April 2013
Morehead State University January 2012 - August 2012
Morehead State University August 2010 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Data Entry, Leadership, Social Media, Access, Data Analysis, Critical Thinking, Outlook, Higher Education, Social Networking
Education
Northern Kentucky University 2012 — 2014
Bachelor's degree, Finance
Morehead State University 2009 — 2012
Fidelity Investments October 2014 - December 2014
Macy's May 2013 - January 2014
Wendy's August 2008 - April 2013
Morehead State University January 2012 - August 2012
Morehead State University August 2010 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Data Entry, Leadership, Social Media, Access, Data Analysis, Critical Thinking, Outlook, Higher Education, Social Networking
Education
Northern Kentucky University 2012 — 2014
Bachelor's degree, Finance
Morehead State University 2009 — 2012
Michele Prell Michele Prell's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
CLS Investments, LLC August 2013 - July 2015
CLS Investments, LLC November 2011 - August 2013
CLS Investments, LLC February 2010 - November 2011
Modern Banking Systems 2008 - 2010
Bank of the West 2006 - 2008
Education
Morningside College 1997 — 2002
BS, Marketing, Advertising, Graphic Design
Fidelity Investments July 2015 - Present
CLS Investments, LLC August 2013 - July 2015
CLS Investments, LLC November 2011 - August 2013
CLS Investments, LLC February 2010 - November 2011
Modern Banking Systems 2008 - 2010
Bank of the West 2006 - 2008
Education
Morningside College 1997 — 2002
BS, Marketing, Advertising, Graphic Design
Tatiana Caver-Harvey Tatiana Caver-Harvey's Fidelity Investments Experience January 2012 - April 2012
Job Tax Support Specialist at Intuit Turbotax
Industry Accounting
Experience
Intuit February 2015 - Present
Anila Hair February 2010 - Present
Fidelity Investments January 2012 - April 2012
UBS December 2010 - March 2011
Merck August 2010 - September 2010
Fidelity Investments January 2009 - May 2009
IRS December 2007 - June 2008
UBS Wealth Management December 2005 - January 2007
Kelly Services 2003 - 2004
Skills
Microsoft Office, Accounts Payable, Outlook, Customer Service, Time Management, HTML, Microsoft Excel, Web Design, Marketing Strategy, CSS, Adobe Creative Suite, Microsoft Word, Graphic Design, Copywriting, Photoshop, Illustrator, Photo Retouching, Social Networking, Social Media, Social Media Marketing, Accounting, Finance, Sales, Marketing, Entrepreneurship, Accounts Receivable, Analysis
Education
DeVry University 2006 — 2007
Bachelors of Science, Technical Management
Monroe College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Science
Intuit February 2015 - Present
Anila Hair February 2010 - Present
Fidelity Investments January 2012 - April 2012
UBS December 2010 - March 2011
Merck August 2010 - September 2010
Fidelity Investments January 2009 - May 2009
IRS December 2007 - June 2008
UBS Wealth Management December 2005 - January 2007
Kelly Services 2003 - 2004
Skills
Microsoft Office, Accounts Payable, Outlook, Customer Service, Time Management, HTML, Microsoft Excel, Web Design, Marketing Strategy, CSS, Adobe Creative Suite, Microsoft Word, Graphic Design, Copywriting, Photoshop, Illustrator, Photo Retouching, Social Networking, Social Media, Social Media Marketing, Accounting, Finance, Sales, Marketing, Entrepreneurship, Accounts Receivable, Analysis
Education
DeVry University 2006 — 2007
Bachelors of Science, Technical Management
Monroe College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), Computer Science
Heidi Davis's Fidelity Investments Experience August 2002 - Present
Job Senior Media Consultant at a Financial Firm
Industry Financial Services
Experience
Fidelity Investments August 2002 - Present
Fidelity Investments December 2004 - May 2005
Fidelity Investments August 2002 - May 2005
Fidelity Investments August 2003 - March 2005
Skills
Customer Service, Proposal Writing, Leadership, Employee Training, 401k, Project Management, Microsoft Office, Process Improvement, Management, Strategic Planning, CRM, Business Analysis, Sales, Data Analysis, Financial Services, Marketing, Visio, Team Leadership, Mutual Funds, Consulting, Change Management, InDesign, Photoshop, Illustrator, AVS, Retirement, Investments, Strategy, Retirement Planning, Public Speaking, Intuiface, Continuous Improvement, Process Efficiency, Process Automation, Salesforce.com, Sales Process, Sales Presentations, PowerPoint, Microsoft Word, Access
Education
Northern Kentucky University 2008 — 2012
Master of Business Informatics, Business Informatics and Health Informatics
Northern Kentucky University 2009 — 2011
Graduate Certificate, Health Informatics, Graduated with Honors
Morehead State University 1997 — 2002
Bachelor, Art, Graduated Magna Cum Laude with a 3.86 GPA.
Fidelity Investments August 2002 - Present
Fidelity Investments December 2004 - May 2005
Fidelity Investments August 2002 - May 2005
Fidelity Investments August 2003 - March 2005
Skills
Customer Service, Proposal Writing, Leadership, Employee Training, 401k, Project Management, Microsoft Office, Process Improvement, Management, Strategic Planning, CRM, Business Analysis, Sales, Data Analysis, Financial Services, Marketing, Visio, Team Leadership, Mutual Funds, Consulting, Change Management, InDesign, Photoshop, Illustrator, AVS, Retirement, Investments, Strategy, Retirement Planning, Public Speaking, Intuiface, Continuous Improvement, Process Efficiency, Process Automation, Salesforce.com, Sales Process, Sales Presentations, PowerPoint, Microsoft Word, Access
Education
Northern Kentucky University 2008 — 2012
Master of Business Informatics, Business Informatics and Health Informatics
Northern Kentucky University 2009 — 2011
Graduate Certificate, Health Informatics, Graduated with Honors
Morehead State University 1997 — 2002
Bachelor, Art, Graduated Magna Cum Laude with a 3.86 GPA.
Kendall Walsh's Fidelity Investments Experience January 2007 - November 2007
Job HP Exstream Account Executive
Industry Computer Software
Experience
Hewlett-Packard September 2012 - Present
Hewlett-Packard September 2010 - November 2012
The Jurick Group August 2008 - June 2009
Paychex December 2007 - August 2008
Fidelity Investments January 2007 - November 2007
Paychex December 2005 - January 2007
GSI Commerce June 2005 - November 2005
American Express January 2005 - May 2005
NBTY May 2004 - December 2004
Fala Direct Marketing April 2002 - April 2004
Skills
Project Management, Management, Business Analysis, Enterprise Architecture, Software Project..., Software Development, Solution Selling, Change Management, Solution Architecture, Account Management, Direct Marketing, Six Sigma, Problem Solving, XML, Sales and Marketing, Software Sales, Professional Services..., Business Process, Strategy, Enterprise Software, Process Improvement, Leadership
Education
International Association of Privacy Professionals 2008 — 2009
CIPP
Monroe Community College 2006 — 2006
Certification
Schreiber 1977 — 1992
HS
Rochester Institute of Technology 1983 — 1987
BS
United States Air Force Academy 1980 — 1982
Hewlett-Packard September 2012 - Present
Hewlett-Packard September 2010 - November 2012
The Jurick Group August 2008 - June 2009
Paychex December 2007 - August 2008
Fidelity Investments January 2007 - November 2007
Paychex December 2005 - January 2007
GSI Commerce June 2005 - November 2005
American Express January 2005 - May 2005
NBTY May 2004 - December 2004
Fala Direct Marketing April 2002 - April 2004
Skills
Project Management, Management, Business Analysis, Enterprise Architecture, Software Project..., Software Development, Solution Selling, Change Management, Solution Architecture, Account Management, Direct Marketing, Six Sigma, Problem Solving, XML, Sales and Marketing, Software Sales, Professional Services..., Business Process, Strategy, Enterprise Software, Process Improvement, Leadership
Education
International Association of Privacy Professionals 2008 — 2009
CIPP
Monroe Community College 2006 — 2006
Certification
Schreiber 1977 — 1992
HS
Rochester Institute of Technology 1983 — 1987
BS
United States Air Force Academy 1980 — 1982
Anatoly Sulkin Anatoly Sulkin's Fidelity Investments Experience June 2005 - September 2013
Job Senior Software Engineer at MedVentive
Industry Financial Services
Experience
MedVentive November 2013 - Present
Fidelity Investments June 2005 - September 2013
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Oracle SQL, Oracle PL/SQL..., Oracle Reports, VPD, Sybase, Sybase Adaptive Server, Perl, Java, Informatica, HTML, DHTML, JavaScript, VBScript, ASP, XML, XSLT, XPath, VB, VBA, Oracle Gateway, Sybase Replication..., Autosys, ClearCase
Education
Moscow Technical University of Communications and Informatics (MTUCI) 1981 — 1986
Master's degree, Electrical and Electronics Engineering
MedVentive November 2013 - Present
Fidelity Investments June 2005 - September 2013
Fidelity Investments 2002 - 2005
Fidelity Investments 1999 - 2002
Skills
Oracle SQL, Oracle PL/SQL..., Oracle Reports, VPD, Sybase, Sybase Adaptive Server, Perl, Java, Informatica, HTML, DHTML, JavaScript, VBScript, ASP, XML, XSLT, XPath, VB, VBA, Oracle Gateway, Sybase Replication..., Autosys, ClearCase
Education
Moscow Technical University of Communications and Informatics (MTUCI) 1981 — 1986
Master's degree, Electrical and Electronics Engineering
Antoinette Siletta Antoinette Siletta's Fidelity Investments Experience April 1995 - April 2010
Job Executive Administrative Assistant
Industry Financial Services
Experience
Fidelity Investments April 1995 - April 2010
Education
Archbishop Kennedy High School 1974 — 1978
Dipolma
Montgomery County Community College
Pierce College
Fidelity Investments April 1995 - April 2010
Education
Archbishop Kennedy High School 1974 — 1978
Dipolma
Montgomery County Community College
Pierce College
Todd M Howland Todd M Howland's Fidelity Investments Experience October 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Savvy Wealth Management February 2008 - October 2014
Carmel Valley Athletic Club 2006 - 2008
Merrill Lynch August 2006 - December 2007
Sensei Todd's Thai Kick Boxing October 2006 - June 2007
Tokyo Joe's Martial Arts October 2002 - September 2006
Northeast Planning Associates May 2002 - August 2006
Wareforce August 1998 - April 2002
MicroAge September 1994 - August 1998
Applied Intelligence Group April 1992 - May 1993
Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance
Education
American College 2007 — 2008
Finance & Investing
Monterey Peninsula College 1993 — 1994
Associates, Liberal Studies
University of Northern Virginia 1990 — 1991
Liberal Arts
Fidelity Investments October 2014 - Present
Savvy Wealth Management February 2008 - October 2014
Carmel Valley Athletic Club 2006 - 2008
Merrill Lynch August 2006 - December 2007
Sensei Todd's Thai Kick Boxing October 2006 - June 2007
Tokyo Joe's Martial Arts October 2002 - September 2006
Northeast Planning Associates May 2002 - August 2006
Wareforce August 1998 - April 2002
MicroAge September 1994 - August 1998
Applied Intelligence Group April 1992 - May 1993
Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance
Education
American College 2007 — 2008
Finance & Investing
Monterey Peninsula College 1993 — 1994
Associates, Liberal Studies
University of Northern Virginia 1990 — 1991
Liberal Arts
Jourdan Jones's Fidelity Investments Experience 2007 - 2008
Job Director, Institutional Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2010 - Present
TIAA-CREF May 2010 - April 2012
Prudential Financial 2009 - 2010
Fidelity Investments 2007 - 2008
Skills
401k, Institutional Sales, Insurance, Investments, Mutual Funds, Series 63, Series 7
Education
The University of Texas at Austin 2005 — 2008
BA, Government, Business
Morehouse College
Morehouse College
TIAA-CREF 2010 - Present
TIAA-CREF May 2010 - April 2012
Prudential Financial 2009 - 2010
Fidelity Investments 2007 - 2008
Skills
401k, Institutional Sales, Insurance, Investments, Mutual Funds, Series 63, Series 7
Education
The University of Texas at Austin 2005 — 2008
BA, Government, Business
Morehouse College
Morehouse College
Jessica Jeffries's Fidelity Investments Experience May 2012 - Present
Job Workplace Investing Participant Services for Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Brijmohan Indian Sweets and Restaurant May 2011 - May 2012
ABS Business Products April 2010 - May 2012
ABS Business Products April 2008 - April 2010
ABS Business Products August 2007 - April 2008
Cincinnati Museum Center November 2006 - December 2007
Skills
Employee Relations, Risk Management, Strategic Planning, Social Networking, Customer Service, Teamwork, Employee Benefits, Change Management
Education
Morehead State University
Bachelor of Music, Music Major, Spanish Minor
Fidelity Investments May 2012 - Present
Brijmohan Indian Sweets and Restaurant May 2011 - May 2012
ABS Business Products April 2010 - May 2012
ABS Business Products April 2008 - April 2010
ABS Business Products August 2007 - April 2008
Cincinnati Museum Center November 2006 - December 2007
Skills
Employee Relations, Risk Management, Strategic Planning, Social Networking, Customer Service, Teamwork, Employee Benefits, Change Management
Education
Morehead State University
Bachelor of Music, Music Major, Spanish Minor
Melissa Cabrera's Fidelity Investments Experience July 2014 - Present
Job Director, Communication Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2011 - July 2014
Convergys March 2008 - February 2010
Convergys April 2006 - February 2008
Girl Scouts of Western Ohio January 2001 - April 2006
Girl Scouts of Western Ohio September 1999 - January 2001
Data Recognition Corporation January 1998 - September 1999
Skills
Corporate Communications, Media Relations, Employee Engagement, Employee Benefits, Strategy, Strategic Communications, Internal Communications, Retirement Planning, Project Management, Communications Planning, Marketing Communications, Training, Crisis Communications, Communication Training, Speech Writing, Thought Leadership, Press Releases, Newsletters, Public Relations, Copywriting, Training Delivery, Editing, Reputation Management
Education
Morehead State University 1993 — 1997
BA, Communications
Professional Development Seminars
Topics including public relations, business writing, editing, social media, project management, etc.
Fidelity Investments July 2014 - Present
Fidelity Investments May 2011 - July 2014
Convergys March 2008 - February 2010
Convergys April 2006 - February 2008
Girl Scouts of Western Ohio January 2001 - April 2006
Girl Scouts of Western Ohio September 1999 - January 2001
Data Recognition Corporation January 1998 - September 1999
Skills
Corporate Communications, Media Relations, Employee Engagement, Employee Benefits, Strategy, Strategic Communications, Internal Communications, Retirement Planning, Project Management, Communications Planning, Marketing Communications, Training, Crisis Communications, Communication Training, Speech Writing, Thought Leadership, Press Releases, Newsletters, Public Relations, Copywriting, Training Delivery, Editing, Reputation Management
Education
Morehead State University 1993 — 1997
BA, Communications
Professional Development Seminars
Topics including public relations, business writing, editing, social media, project management, etc.
Moira Meehan Moira Meehan's Fidelity Investments Experience 2000 - 2008
Job Senior Director, Participant Services
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
BridgePoint, LLC. January 2011 - June 2013
Consulting Services January 2009 - June 2013
Fidelity Investments 2000 - 2008
Fidelity Investments October 1996 - 1999
INSO Corporation January 1995 - September 1996
Interleaf March 1990 - July 1994
Xyvision, Inc November 1987 - February 1990
Harcourt February 1982 - July 1985
Skills
Cross-functional Team..., Strategy, Business Analysis, Product Management, Financial Services
Education
Mount Holyoke College
BA
TIAA-CREF June 2013 - Present
BridgePoint, LLC. January 2011 - June 2013
Consulting Services January 2009 - June 2013
Fidelity Investments 2000 - 2008
Fidelity Investments October 1996 - 1999
INSO Corporation January 1995 - September 1996
Interleaf March 1990 - July 1994
Xyvision, Inc November 1987 - February 1990
Harcourt February 1982 - July 1985
Skills
Cross-functional Team..., Strategy, Business Analysis, Product Management, Financial Services
Education
Mount Holyoke College
BA
James Overturf's Fidelity Investments Experience May 1994 - August 1997
Job Chief Marketing Officer
Industry Real Estate
Experience
Extra Space Storage February 1999 - Present
3Com Corporation November 1997 - February 1999
Fidelity Investments May 1994 - August 1997
IBM November 1992 - March 1994
Skills
Email Marketing, Marketing Strategy, Direct Marketing, Marketing, Strategic Planning, Online Advertising, PPC, New Business Development, Lead Generation, Product Development, SEM, Customer Service, Corporate Communications, Online Marketing, Social Media Marketing, Marketing Management, Market Planning, SEO, Brand Management, Brand Development, Analytics, B2B, Competitive Analysis, Digital Marketing, E-commerce, Marketing Communications, Mobile Marketing, Product Marketing, Strategic Partnerships, Strategy, Web Analytics
Education
Montana State University-Bozeman 1985 — 1990
Bachelors of Science, Marketing and Economics
North Carolina State University 1986 — 1988
Architecture
Extra Space Storage February 1999 - Present
3Com Corporation November 1997 - February 1999
Fidelity Investments May 1994 - August 1997
IBM November 1992 - March 1994
Skills
Email Marketing, Marketing Strategy, Direct Marketing, Marketing, Strategic Planning, Online Advertising, PPC, New Business Development, Lead Generation, Product Development, SEM, Customer Service, Corporate Communications, Online Marketing, Social Media Marketing, Marketing Management, Market Planning, SEO, Brand Management, Brand Development, Analytics, B2B, Competitive Analysis, Digital Marketing, E-commerce, Marketing Communications, Mobile Marketing, Product Marketing, Strategic Partnerships, Strategy, Web Analytics
Education
Montana State University-Bozeman 1985 — 1990
Bachelors of Science, Marketing and Economics
North Carolina State University 1986 — 1988
Architecture
Concetta Nigro Concetta Nigro's Fidelity Investments Experience September 2011 - July 2012
Job Global Human Resources Business Partner
Industry Human Resources
Experience
Comani Group LLC 2012 - Present
Fidelity Investments September 2011 - July 2012
ABB Inc. March 2008 - February 2010
ABB November 2006 - February 2008
ABB Inc. February 1999 - October 2006
Skills
Performance Management, Employee Relations, Personnel Management, Organizational..., Strategic Leadership, Business Development, Succession Planning, Deferred Compensation, Human Resources, Organizational..., Talent Management, Onboarding, MBTI, Organizational Behavior, Workforce Planning, Business Transformation, Talent Acquisition, Leadership, Recruiting, Leadership Development, Career Development, Employee Benefits, Employee Engagement, Strategy, Change Management, Management, Payroll, Executive Coaching, Policy, Multilingual, Training, Program Management, Applicant Tracking..., HRIS, Culture Change, HR Policies, Labor Relations, Employee Training, HR Consulting, Organizational Design, Employer Branding, Interviews, Benefits Administration, Employment Law, College Recruiting, New Hire Orientations, Job Descriptions, Technical Recruiting, Sourcing
Education
Montclair State University
BA, Italian, French and Spanish
Comani Group LLC 2012 - Present
Fidelity Investments September 2011 - July 2012
ABB Inc. March 2008 - February 2010
ABB November 2006 - February 2008
ABB Inc. February 1999 - October 2006
Skills
Performance Management, Employee Relations, Personnel Management, Organizational..., Strategic Leadership, Business Development, Succession Planning, Deferred Compensation, Human Resources, Organizational..., Talent Management, Onboarding, MBTI, Organizational Behavior, Workforce Planning, Business Transformation, Talent Acquisition, Leadership, Recruiting, Leadership Development, Career Development, Employee Benefits, Employee Engagement, Strategy, Change Management, Management, Payroll, Executive Coaching, Policy, Multilingual, Training, Program Management, Applicant Tracking..., HRIS, Culture Change, HR Policies, Labor Relations, Employee Training, HR Consulting, Organizational Design, Employer Branding, Interviews, Benefits Administration, Employment Law, College Recruiting, New Hire Orientations, Job Descriptions, Technical Recruiting, Sourcing
Education
Montclair State University
BA, Italian, French and Spanish
Dustin Jackson's Fidelity Investments Experience June 2004 - August 2004
Job Enterprise System Engineer at CommVault
Industry Information Technology and Services
Experience
CommVault April 2014 - Present
CommVault 2013 - 2014
EMC 2012 - 2013
EMC March 2010 - August 2012
Goldman Sachs July 2007 - April 2009
UBS May 2006 - August 2006
Northeast Utilities May 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Perl, Solaris, Linux, Mac OS X, AIX, Operating Systems, Microsoft Office, Putty, Unix, C++, OS X
Education
Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program, Business Administration
Morehouse College 2003 — 2007
B.S, Computer Science
Sponsors for Educational Opportunity
CommVault April 2014 - Present
CommVault 2013 - 2014
EMC 2012 - 2013
EMC March 2010 - August 2012
Goldman Sachs July 2007 - April 2009
UBS May 2006 - August 2006
Northeast Utilities May 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Perl, Solaris, Linux, Mac OS X, AIX, Operating Systems, Microsoft Office, Putty, Unix, C++, OS X
Education
Tuck School of Business at Dartmouth 2007 — 2007
Bridge Program, Business Administration
Morehouse College 2003 — 2007
B.S, Computer Science
Sponsors for Educational Opportunity
Al Boyle's Fidelity Investments Experience 2006 - 2007
Job Senior Knowledge Base Content Developer at Ceridian
Industry Human Resources
Experience
Ceridian Human Capital Management January 2010 - Present
Left Jab Productions 2007 - 2009
Fidelity Investments 2006 - 2007
Affiliated Computer Services (formerly PwC/Unifi/Mellon HR Solutions) 2000 - 2005
Skills
Technical Writing, Software Documentation, Training, Project Management, Knowledge Base, Program Management, Leadership, Analytical Skills, Management, Analysis, Cross-functional Team..., CRM, Team Leadership, Quality Assurance, Call Centers, Process Improvement, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelors, Business Administration/Finance
Ceridian Human Capital Management January 2010 - Present
Left Jab Productions 2007 - 2009
Fidelity Investments 2006 - 2007
Affiliated Computer Services (formerly PwC/Unifi/Mellon HR Solutions) 2000 - 2005
Skills
Technical Writing, Software Documentation, Training, Project Management, Knowledge Base, Program Management, Leadership, Analytical Skills, Management, Analysis, Cross-functional Team..., CRM, Team Leadership, Quality Assurance, Call Centers, Process Improvement, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelors, Business Administration/Finance
Tinisia Watkins Tinisia Watkins's Fidelity Investments Experience August 2011 - Present
Job Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
IBM 2001 - 2009
Education
Morgan State University 1996 — 2001
BS, Computer Science
Fidelity Investments August 2011 - Present
IBM 2001 - 2009
Education
Morgan State University 1996 — 2001
BS, Computer Science
Dawn Frazier-Bohnert's Fidelity Investments Experience 2000 - 2002
Job Vice President and Chief Diversity & Inclusion Officer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2013 - Present
Global Novations 2010 - 2012
Novations Group, Inc. 2005 - 2010
The Gillette Company January 2004 - October 2005
Millennium Pharmaceuticals 2002 - 2004
Fidelity Investments 2000 - 2002
Lotus Development 1990 - 2000
Skills
Organizational..., Talent Management, Leadership Development, Performance Management, Succession Planning, Human Resources
Education
Boston University
B.S., Rehabilitation Counseling
Mount Holyoke College
Psychology & Urban Studies
Liberty Mutual Insurance April 2013 - Present
Global Novations 2010 - 2012
Novations Group, Inc. 2005 - 2010
The Gillette Company January 2004 - October 2005
Millennium Pharmaceuticals 2002 - 2004
Fidelity Investments 2000 - 2002
Lotus Development 1990 - 2000
Skills
Organizational..., Talent Management, Leadership Development, Performance Management, Succession Planning, Human Resources
Education
Boston University
B.S., Rehabilitation Counseling
Mount Holyoke College
Psychology & Urban Studies
Deirdre Nectow Deirdre Nectow's Fidelity Investments Experience 1995 - 2002
Job Managing Director, Global Business Development at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2003 - Present
Fidelity Investments 1995 - 2002
CSC Index 1993 - 1995
Price Waterhouse 1987 - 1993
Bankers Trust 1982 - 1986
Skills
Strategy, Competitive Analysis, Business Strategy, Marketing Strategy, New Business Development, Strategic Planning, Market Research, Strategic Partnerships, Investments, Asset Management, Business Planning, Strategic Communications, Marketing Management, Start-ups, Strategy Development, Public Relations, Client Acquisition, Mutual Funds, Product Marketing, Financial Services, Alternative Investments
Education
The University of Chicago 1984 — 1987
MBA, Finance, Marketing and Accounting
Mount Holyoke College 1978 — 1982
BA, Economics, Math
Cambridge Associates January 2003 - Present
Fidelity Investments 1995 - 2002
CSC Index 1993 - 1995
Price Waterhouse 1987 - 1993
Bankers Trust 1982 - 1986
Skills
Strategy, Competitive Analysis, Business Strategy, Marketing Strategy, New Business Development, Strategic Planning, Market Research, Strategic Partnerships, Investments, Asset Management, Business Planning, Strategic Communications, Marketing Management, Start-ups, Strategy Development, Public Relations, Client Acquisition, Mutual Funds, Product Marketing, Financial Services, Alternative Investments
Education
The University of Chicago 1984 — 1987
MBA, Finance, Marketing and Accounting
Mount Holyoke College 1978 — 1982
BA, Economics, Math
Mitch Hammond's Fidelity Investments Experience April 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Great American Insurance November 2013 - September 2014
Great American Insurance January 2013 - October 2013
International Christian High School September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, Public Speaking, PowerPoint, Nonprofits, Event Planning, Community Outreach, Teaching, Social Media, Fundraising, Volunteer Management, Data Analysis, Higher Education, Teamwork, Event Management
Education
Morehead State University 2009 — 2012
Bachelor's degree
Bellevue High School
Fidelity Investments April 2015 - Present
Great American Insurance November 2013 - September 2014
Great American Insurance January 2013 - October 2013
International Christian High School September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, Public Speaking, PowerPoint, Nonprofits, Event Planning, Community Outreach, Teaching, Social Media, Fundraising, Volunteer Management, Data Analysis, Higher Education, Teamwork, Event Management
Education
Morehead State University 2009 — 2012
Bachelor's degree
Bellevue High School
Sarah Daly Lemieux Sarah Daly Lemieux's Fidelity Investments Experience 2008 - 2013
Job Corporate Finance Professional
Industry Financial Services
Experience
Fidelity Investments 2008 - 2013
Fidelity Investments 1993 - 2009
Genesis Pharmaceuticals 1992 - 1993
Skills
Financial Modeling, Workforce Planning, Financial Analysis, Organizational Structure, Planning Budgeting &..., Finance Transformation, Corporate FP&A, Compensation & Benefit, Essbase, TM1, Start-ups, Internal Controls, Management, Process Improvement, Finance, Analysis, Business Analysis, Leadership, Budgets, Financial Planning
Education
Mount Holyoke College
Bachelor of Arts (BA), English Literature
Sacred Heart High School
Fidelity Investments 2008 - 2013
Fidelity Investments 1993 - 2009
Genesis Pharmaceuticals 1992 - 1993
Skills
Financial Modeling, Workforce Planning, Financial Analysis, Organizational Structure, Planning Budgeting &..., Finance Transformation, Corporate FP&A, Compensation & Benefit, Essbase, TM1, Start-ups, Internal Controls, Management, Process Improvement, Finance, Analysis, Business Analysis, Leadership, Budgets, Financial Planning
Education
Mount Holyoke College
Bachelor of Arts (BA), English Literature
Sacred Heart High School
Christopher Lenhof Christopher Lenhof's Fidelity Investments Experience June 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2011 - June 2014
Fidelity Investments November 2010 - December 2011
Fidelity Investments August 2007 - October 2010
Lloyd Memorial High School August 2002 - July 2007
Fidelity Investments August 2000 - August 2002
Skills
Customer Service, Leadership, Relationship Management, Microsoft Excel, Training, Client Services, Management, Client Service Oriented, Superior Client Service, Account Management, Process Improvement, Microsoft Word, Fundraising, Sales, 401k Plan Administration, Team Building, Investments, Marketing, Retirement Planning
Education
Xavier University 2004 — 2005
Master's degree, Educational Leadership and Administration, General
Northern Kentucky University 2000 — 2002
Bachelor of Arts (B.A.), Social Studies
Morehead State University 1997 — 2000
NA, Communication, Journalism, and Related Programs
Fidelity Investments June 2014 - Present
Fidelity Investments December 2011 - June 2014
Fidelity Investments November 2010 - December 2011
Fidelity Investments August 2007 - October 2010
Lloyd Memorial High School August 2002 - July 2007
Fidelity Investments August 2000 - August 2002
Skills
Customer Service, Leadership, Relationship Management, Microsoft Excel, Training, Client Services, Management, Client Service Oriented, Superior Client Service, Account Management, Process Improvement, Microsoft Word, Fundraising, Sales, 401k Plan Administration, Team Building, Investments, Marketing, Retirement Planning
Education
Xavier University 2004 — 2005
Master's degree, Educational Leadership and Administration, General
Northern Kentucky University 2000 — 2002
Bachelor of Arts (B.A.), Social Studies
Morehead State University 1997 — 2000
NA, Communication, Journalism, and Related Programs
Kaitlyn Cowen Kaitlyn Cowen's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments October 2014 - Present
AmeriCorps Victim Assistance Program, NH September 2013 - September 2014
AmeriCorps Victim Assistance Program, NH September 2012 - March 2014
Paul & Elizabeth's Restaurant February 2012 - July 2012
The Commons News February 2010 - May 2010
Word of Mouth, New Hampshire Public Radio January 2009 - February 2009
Skills
Oral and Written..., Interpersonal, Critical Problem..., Non-profits, Research, Public Speaking, Customer Service, Teaching, Event Planning, Microsoft Office, Microsoft Word, Editing, Social Media, Social Services, Conflict Resolution, Nonprofits, Time Management, Marketing, Management
Education
Mount Holyoke College 2006 — 2010
Bachelor of Arts (B.A.), Gender Studies, Music
Fidelity Investments October 2014 - Present
AmeriCorps Victim Assistance Program, NH September 2013 - September 2014
AmeriCorps Victim Assistance Program, NH September 2012 - March 2014
Paul & Elizabeth's Restaurant February 2012 - July 2012
The Commons News February 2010 - May 2010
Word of Mouth, New Hampshire Public Radio January 2009 - February 2009
Skills
Oral and Written..., Interpersonal, Critical Problem..., Non-profits, Research, Public Speaking, Customer Service, Teaching, Event Planning, Microsoft Office, Microsoft Word, Editing, Social Media, Social Services, Conflict Resolution, Nonprofits, Time Management, Marketing, Management
Education
Mount Holyoke College 2006 — 2010
Bachelor of Arts (B.A.), Gender Studies, Music
Rachel Nolan's Fidelity Investments Experience March 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Murphy's Law March 2009 - Present
Benjamarachutit School October 2013 - December 2013
Paychex May 2013 - October 2013
Paychex March 2012 - May 2013
American Diabetes Association February 2011 - May 2011
Reliant Federal Credit Union September 2006 - June 2007
Education
State University of New York at Buffalo 2009 — 2011
Bachelor of Science, Business Administration
UNIVERSIDAD DE BARCELONA 2010 — 2010
Monroe Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Fidelity Investments March 2014 - Present
Murphy's Law March 2009 - Present
Benjamarachutit School October 2013 - December 2013
Paychex May 2013 - October 2013
Paychex March 2012 - May 2013
American Diabetes Association February 2011 - May 2011
Reliant Federal Credit Union September 2006 - June 2007
Education
State University of New York at Buffalo 2009 — 2011
Bachelor of Science, Business Administration
UNIVERSIDAD DE BARCELONA 2010 — 2010
Monroe Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Calvin Moss Calvin Moss's Fidelity Investments Experience May 2010 - August 2010
Job Lead Developer at The Audience Awards
Industry Computer Software
Experience
The Audience Awards April 2014 - Present
IRIS-WGP January 2015 - Present
Media Works MT October 2013 - May 2014
Montana State University August 2010 - May 2014
Fidelity Investments May 2010 - August 2010
Skills
Amazon Web Services..., MySQL, Customer Service, PHP, Programming, Web Services, Linux System..., Social Media, Object Oriented Design, Java, Perl, Lua, Video Game Production, Mobile Applications, Mobile Devices, Web Development, Web Design, Web Content, PC, Adobe Creative Suite, Amazon RDS, Objective-C, Swift, Git, Linux, Apache, Nginx, Microsoft Office, CSS
Education
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (B.S.), Computer Science
The Audience Awards April 2014 - Present
IRIS-WGP January 2015 - Present
Media Works MT October 2013 - May 2014
Montana State University August 2010 - May 2014
Fidelity Investments May 2010 - August 2010
Skills
Amazon Web Services..., MySQL, Customer Service, PHP, Programming, Web Services, Linux System..., Social Media, Object Oriented Design, Java, Perl, Lua, Video Game Production, Mobile Applications, Mobile Devices, Web Development, Web Design, Web Content, PC, Adobe Creative Suite, Amazon RDS, Objective-C, Swift, Git, Linux, Apache, Nginx, Microsoft Office, CSS
Education
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Stephen Poling Stephen Poling's Fidelity Investments Experience December 2014 - Present
Job Fidelity Investments: Investment Consultant
Industry Financial Services
Experience
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 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
Jill Marks Lorentz's Fidelity Investments Experience August 1997 - June 2002
Job Re/Max Results Plus Milford Ohio
Industry Real Estate
Experience
RE/MAX May 2013 - Present
Ryan Homes September 2013 - May 2015
Self-employed September 2008 - May 2013
Georgetown Jr/Sr Hight School July 2011 - October 2011
THE FISCHER GROUP June 2005 - July 2007
The Drees Company February 2005 - June 2005
Dixon Builders July 2003 - January 2005
Touchstone Funds July 2002 - July 2003
Fidelity Investments August 1997 - June 2002
Skills
Real Estate, Sales, New Home Sales, First Time Home Buyers, Investment Properties, Single Family Homes, Residential Homes, Relocation, Real Estate Transactions, Buyer Representation, Investors, Foreclosures, Listings, Investments, Sellers, Buyers, Short Sales, Condos, Real Estate Development, Negotiation, Townhomes, Commercial Real Estate, New Homes, Move Up Buyers, Marketing, FHA, Contract Negotiation
Education
Thomas More College 2000 — 2002
Master of Business Administration (MBA), Finance, General
Morehead State University 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
RE/MAX May 2013 - Present
Ryan Homes September 2013 - May 2015
Self-employed September 2008 - May 2013
Georgetown Jr/Sr Hight School July 2011 - October 2011
THE FISCHER GROUP June 2005 - July 2007
The Drees Company February 2005 - June 2005
Dixon Builders July 2003 - January 2005
Touchstone Funds July 2002 - July 2003
Fidelity Investments August 1997 - June 2002
Skills
Real Estate, Sales, New Home Sales, First Time Home Buyers, Investment Properties, Single Family Homes, Residential Homes, Relocation, Real Estate Transactions, Buyer Representation, Investors, Foreclosures, Listings, Investments, Sellers, Buyers, Short Sales, Condos, Real Estate Development, Negotiation, Townhomes, Commercial Real Estate, New Homes, Move Up Buyers, Marketing, FHA, Contract Negotiation
Education
Thomas More College 2000 — 2002
Master of Business Administration (MBA), Finance, General
Morehead State University 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alex Ivanova Alex Ivanova's Fidelity Investments Experience July 2012 - June 2015
Job Associate at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) June 2015 - Present
Fidelity Investments July 2012 - June 2015
Amherst College June 2011 - August 2011
Un Techo para mi País, Argentina August 2010 - December 2010
Skills
Stata, Mathematics, Teamwork, Statistics, Analysis, Investments, Strategic Planning, Econometrics, Financial Modeling, Microsoft Office, Research
Education
Mount Holyoke College 2008 — 2012
Bachelor of Arts, Mathematics and Economics
University of Buenos Aires 2010 — 2010
Bachelor of Arts, Economics
Surveyor Capital (Citadel LLC) June 2015 - Present
Fidelity Investments July 2012 - June 2015
Amherst College June 2011 - August 2011
Un Techo para mi País, Argentina August 2010 - December 2010
Skills
Stata, Mathematics, Teamwork, Statistics, Analysis, Investments, Strategic Planning, Econometrics, Financial Modeling, Microsoft Office, Research
Education
Mount Holyoke College 2008 — 2012
Bachelor of Arts, Mathematics and Economics
University of Buenos Aires 2010 — 2010
Bachelor of Arts, Economics
John Flehmer John Flehmer's Fidelity Investments Experience August 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Seeds of Society October 2012 - December 2014
Fidelity Investments September 2013 - August 2014
Gibbons-White, Inc. July 2011 - July 2013
Emerson Grill May 2009 - June 2011
Skills
Leadership, Financial Analysis, Sales, Strategic Planning, Portfolio Analysis, Asset Allocation, Microsoft Excel, Real Estate, Microsoft Office, Investment Properties, Accounting, Customer Service, Marketing
Education
Montana State University-Bozeman 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Fidelity Investments August 2014 - Present
Seeds of Society October 2012 - December 2014
Fidelity Investments September 2013 - August 2014
Gibbons-White, Inc. July 2011 - July 2013
Emerson Grill May 2009 - June 2011
Skills
Leadership, Financial Analysis, Sales, Strategic Planning, Portfolio Analysis, Asset Allocation, Microsoft Excel, Real Estate, Microsoft Office, Investment Properties, Accounting, Customer Service, Marketing
Education
Montana State University-Bozeman 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Jason Gillis Jason Gillis's Fidelity Investments Experience 2004 - 2005
Job HR Manager NASA Ames Research Center
Industry Government Administration
Experience
NASA Ames Research Center April 2015 - Present
NASA - National Aeronautics and Space Administration September 2013 - April 2015
NASA March 2010 - September 2013
NASA March 2008 - March 2010
Department of Health and Human Services November 2005 - March 2008
Fidelity Investments 2004 - 2005
City of Atlanta February 2001 - February 2002
Skills
Personnel Management, HRIS, Management, PeopleSoft, Program Management, Training, Employee Relations, Employee Benefits, Human Resources, New Hire Orientations, Performance Management, Benefits Administration, Recruiting, Leadership, Team Building, Workforce Planning, Organizational..., Data Analysis, Management Consulting, Labor Relations, Policy, Change Management, Leadership Development, Government, Strategic Planning, Coaching, Team Leadership, Process Improvement, Onboarding, Staff Development, Employee Engagement, Succession Planning, Interviews, Talent Management, Strategy, Project Management, Federal Government, Deferred Compensation, Organizational Design, Administration, Analysis, Community Outreach, Conflict Resolution, Temporary Placement, Time Management
Education
Morehouse College 1996 — 2000
Sociology/ Math
Randallstown High School
Randallstown High School
NASA Ames Research Center April 2015 - Present
NASA - National Aeronautics and Space Administration September 2013 - April 2015
NASA March 2010 - September 2013
NASA March 2008 - March 2010
Department of Health and Human Services November 2005 - March 2008
Fidelity Investments 2004 - 2005
City of Atlanta February 2001 - February 2002
Skills
Personnel Management, HRIS, Management, PeopleSoft, Program Management, Training, Employee Relations, Employee Benefits, Human Resources, New Hire Orientations, Performance Management, Benefits Administration, Recruiting, Leadership, Team Building, Workforce Planning, Organizational..., Data Analysis, Management Consulting, Labor Relations, Policy, Change Management, Leadership Development, Government, Strategic Planning, Coaching, Team Leadership, Process Improvement, Onboarding, Staff Development, Employee Engagement, Succession Planning, Interviews, Talent Management, Strategy, Project Management, Federal Government, Deferred Compensation, Organizational Design, Administration, Analysis, Community Outreach, Conflict Resolution, Temporary Placement, Time Management
Education
Morehouse College 1996 — 2000
Sociology/ Math
Randallstown High School
Randallstown High School
Julie Lemos Julie Lemos's Fidelity Investments Experience 2001 - 2004
Job Realtor at Century 21 Clemens & Sons Realty
Industry Real Estate
Experience
Century 21 Clemens & Sons Realty October 2004 - Present
Fidelity Investments 2001 - 2004
Webster Bank 1996 - 2001
Skills
Single Family Homes, Investment Properties, First Time Home Buyers, Foreclosures, REO, Sellers, Condos, Real Estate, Relocation, Short Sales, Buyer Representation, Listings, New Home Sales, ABR, Referrals, Real Property
Education
Moravian College 1994 — 1998
BA, English/Theatre
Century 21 Clemens & Sons Realty October 2004 - Present
Fidelity Investments 2001 - 2004
Webster Bank 1996 - 2001
Skills
Single Family Homes, Investment Properties, First Time Home Buyers, Foreclosures, REO, Sellers, Condos, Real Estate, Relocation, Short Sales, Buyer Representation, Listings, New Home Sales, ABR, Referrals, Real Property
Education
Moravian College 1994 — 1998
BA, English/Theatre
Jennifer Glynis Micale, CFP® Jennifer Glynis Micale, CFP®'s Fidelity Investments Experience March 2015 - Present
Job Trust Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2012 - March 2015
Wells Fargo Advisors May 2011 - November 2012
Fidelity Investments October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2005 - June 2007
Education
Montclair State University 1998 — 2002
Bachelor of Arts (B.A.)
Fidelity Investments March 2015 - Present
Fidelity Investments November 2012 - March 2015
Wells Fargo Advisors May 2011 - November 2012
Fidelity Investments October 2007 - June 2010
Ameriprise Financial Services, Inc. June 2005 - June 2007
Education
Montclair State University 1998 — 2002
Bachelor of Arts (B.A.)
Ken Burke, PMP's Fidelity Investments Experience August 2013 - July 2015
Job Seeking New Opportunity as IT Director, VP
Industry Information Technology and Services
Experience
Seeking New Opportunity July 2015 - Present
Fidelity Investments August 2013 - July 2015
Quest Diagnostics 2009 - August 2013
Alcon April 2007 - December 2009
Alcon Laboratories, Inc. 2003 - 2007
Verizon Wireless 2001 - 2002
Verizon Wireless 1995 - 2001
Verizon Wireless 1998 - 1998
Verizon Wireless 1997 - 1997
Modio 1994 - 1997
Skills
Leadership, Management, Business Intelligence, Business Intelligence..., Business Intelligence..., Data Visualization, Data Architecture, Data Warehouse..., Data Warehousing, Predictive Analytics, Business Analytics, Web Analytics, Business Process, Project Management, Agile Project Management, Agile Methodologies, SDLC, PMP, Strategy, Software Development, Strategic Planning, Management System, Big Data, Big Data Analytics, Hadoop, Quality Assurance, Google Analytics, Data Warehouse..., Testing, Business Development, Data Management, Data Governance
Education
Texas A&M University-Commerce 2006 — 2009
Masters, Management
Montana State University-Bozeman 1982 — 1985
MS, Industrial Engineering
State University of New York College at Buffalo 1981 — 1982
Master of Computer Applications (M.C.A.), Computer Science
University of Evansville 1976 — 1981
BSEE, Electrical Engineering
Seeking New Opportunity July 2015 - Present
Fidelity Investments August 2013 - July 2015
Quest Diagnostics 2009 - August 2013
Alcon April 2007 - December 2009
Alcon Laboratories, Inc. 2003 - 2007
Verizon Wireless 2001 - 2002
Verizon Wireless 1995 - 2001
Verizon Wireless 1998 - 1998
Verizon Wireless 1997 - 1997
Modio 1994 - 1997
Skills
Leadership, Management, Business Intelligence, Business Intelligence..., Business Intelligence..., Data Visualization, Data Architecture, Data Warehouse..., Data Warehousing, Predictive Analytics, Business Analytics, Web Analytics, Business Process, Project Management, Agile Project Management, Agile Methodologies, SDLC, PMP, Strategy, Software Development, Strategic Planning, Management System, Big Data, Big Data Analytics, Hadoop, Quality Assurance, Google Analytics, Data Warehouse..., Testing, Business Development, Data Management, Data Governance
Education
Texas A&M University-Commerce 2006 — 2009
Masters, Management
Montana State University-Bozeman 1982 — 1985
MS, Industrial Engineering
State University of New York College at Buffalo 1981 — 1982
Master of Computer Applications (M.C.A.), Computer Science
University of Evansville 1976 — 1981
BSEE, Electrical Engineering
Telvin Debnam, MPA's Fidelity Investments Experience October 2008 - August 2011
Job Executive Director at Atlanta Urban Squash Inc.
Industry Nonprofit Organization Management
Experience
Atlanta Urban Squash Inc. July 2015 - Present
Generation-Next, Inc. March 2014 - Present
National Society of Black Engineers October 2012 - March 2014
HUES Inc. (Hand Up Empowerment Solutions) January 2012 - December 2012
Entrepôt April 2011 - June 2012
Bull City Forward January 2011 - December 2011
North Carolina Central University October 2010 - December 2011
Fidelity Investments October 2008 - August 2011
Drakeford, Scott and Assoc August 2007 - February 2008
Skills
Fundraising, SWOT analysis, Social Entrepreneurship, Public Sector Budgeting, Venture Development, Client Relations Skills, Organizational..., Strategic Planning, Social Media, Event Planning, Project Management, Start-up Ventures, Public Speaking, Program Management, Nonprofits, Data Analysis, Leadership Development, Leadership, CRM, Training, Community Development, Strategic Partnerships, Community Outreach
Education
North Carolina Central University 2009 — 2011
MPA, Social Entrepreneurship
North Carolina Central University 2006 — 2008
BA, Political Science
Morehouse College
Shaw University
Atlanta Urban Squash Inc. July 2015 - Present
Generation-Next, Inc. March 2014 - Present
National Society of Black Engineers October 2012 - March 2014
HUES Inc. (Hand Up Empowerment Solutions) January 2012 - December 2012
Entrepôt April 2011 - June 2012
Bull City Forward January 2011 - December 2011
North Carolina Central University October 2010 - December 2011
Fidelity Investments October 2008 - August 2011
Drakeford, Scott and Assoc August 2007 - February 2008
Skills
Fundraising, SWOT analysis, Social Entrepreneurship, Public Sector Budgeting, Venture Development, Client Relations Skills, Organizational..., Strategic Planning, Social Media, Event Planning, Project Management, Start-up Ventures, Public Speaking, Program Management, Nonprofits, Data Analysis, Leadership Development, Leadership, CRM, Training, Community Development, Strategic Partnerships, Community Outreach
Education
North Carolina Central University 2009 — 2011
MPA, Social Entrepreneurship
North Carolina Central University 2006 — 2008
BA, Political Science
Morehouse College
Shaw University
Bryan Roy's Fidelity Investments Experience Financial RepresentativeCitibankApril 2006 - April 2008
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Financial RepresentativeCitibankApril 2006 - April 2008
Skills
Risk Management, Finance, Insurance, Analysis, Microsoft Office, Customer Service, Financial Analysis, Strategic Planning, Marketing
Education
Northern Kentucky University 2010 — 2015
Bachelor's degree, Finance
Morehead State University 2000 — 2005
Public Relations, Advertising, and Applied Communication
Fidelity Investments Financial RepresentativeCitibankApril 2006 - April 2008
Skills
Risk Management, Finance, Insurance, Analysis, Microsoft Office, Customer Service, Financial Analysis, Strategic Planning, Marketing
Education
Northern Kentucky University 2010 — 2015
Bachelor's degree, Finance
Morehead State University 2000 — 2005
Public Relations, Advertising, and Applied Communication
Foley Ellis Ibidapo Foley Ellis Ibidapo's Fidelity Investments Experience June 2012 - August 2013
Job Content, Digital and Social Strategist | Advertising | Public Relations | Video Creative Services
Industry Marketing and Advertising
Experience
Bear Fruit October 2013 - Present
DigitasLBi_US October 2014 - March 2015
DigitasLBi_US August 2013 - October 2014
Fidelity Investments June 2012 - August 2013
Bear Fruit Digital, a boutique agency January 2007 - January 2013
Digitas August 2013 - 2013
Creative Manna 2010 - December 2012
Hill Holliday October 2011 - January 2012
Lilla G Frederick Pilot Middle School 2006 - 2008
Allure Events February 2006 - January 2007
Skills
Creative Direction, Interactive Media, Social Media, Content Strategy, Final Cut Pro, Digital Media, Digital Strategy, Adobe Creative Suite, Advertising, New Media, Online Advertising, Facebook, Copywriting, Event Management, User Experience, Blogging, Marketing, Social Media Marketing, Digital Marketing, Interactive Advertising, Public Relations, Strategy, Video, Integrated Marketing, Content Development, Social Networking, Email Marketing, Management, Photography, Event Planning, Leadership, Public Speaking, Marketing Communications
Education
Morehouse College
BA, Bachelor of Arts in English Literature, Concentration in Public Relations and Film
Stoneham High School
Tampa Adventist Academy
Tampa Adventist Academy
University of Massachusetts Boston
MEd, Independent Study – Visual Media Arts and Education
Bear Fruit October 2013 - Present
DigitasLBi_US October 2014 - March 2015
DigitasLBi_US August 2013 - October 2014
Fidelity Investments June 2012 - August 2013
Bear Fruit Digital, a boutique agency January 2007 - January 2013
Digitas August 2013 - 2013
Creative Manna 2010 - December 2012
Hill Holliday October 2011 - January 2012
Lilla G Frederick Pilot Middle School 2006 - 2008
Allure Events February 2006 - January 2007
Skills
Creative Direction, Interactive Media, Social Media, Content Strategy, Final Cut Pro, Digital Media, Digital Strategy, Adobe Creative Suite, Advertising, New Media, Online Advertising, Facebook, Copywriting, Event Management, User Experience, Blogging, Marketing, Social Media Marketing, Digital Marketing, Interactive Advertising, Public Relations, Strategy, Video, Integrated Marketing, Content Development, Social Networking, Email Marketing, Management, Photography, Event Planning, Leadership, Public Speaking, Marketing Communications
Education
Morehouse College
BA, Bachelor of Arts in English Literature, Concentration in Public Relations and Film
Stoneham High School
Tampa Adventist Academy
Tampa Adventist Academy
University of Massachusetts Boston
MEd, Independent Study – Visual Media Arts and Education
Kendra Barron Kendra Barron's Fidelity Investments Experience February 2014 - Present
Job Brokerage Operations Rep II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments August 2013 - February 2014
Sprint January 2012 - August 2013
Sprint January 2011 - January 2012
Sprint August 2010 - January 2011
Sprint April 2010 - August 2010
Skills
Leadership, Customer Service, Public Speaking, Team Building
Education
Morgan State University 2006 — 2009
Bachelor of Science (B.S.), Communication and Media Studies
Overland High School 2002 — 2006
Fidelity Investments February 2014 - Present
Fidelity Investments August 2013 - February 2014
Sprint January 2012 - August 2013
Sprint January 2011 - January 2012
Sprint August 2010 - January 2011
Sprint April 2010 - August 2010
Skills
Leadership, Customer Service, Public Speaking, Team Building
Education
Morgan State University 2006 — 2009
Bachelor of Science (B.S.), Communication and Media Studies
Overland High School 2002 — 2006
Greta L. King Greta L. King's Fidelity Investments Experience August 2002 - June 2003
Job IT Quality Assurance Analyst/HR Benefits Support Specialist/HR Benefits Analyst/B2B Sales Account Manager
Industry Insurance
Experience
Farm Family Insurance August 2007 - Present
V.K. Fields & Company December 2001 - May 2007
TigerDirect.com February 2005 - February 2007
TigerDirect.com September 2003 - February 2005
Fidelity Investments August 2002 - June 2003
SpectraSite Communications January 2001 - September 2001
BTI Telecommunications August 1999 - December 2000
MCI Corporation September 1996 - December 1998
MCI Corporation August 1992 - August 1996
Skills
Quick Test Professional..., IBM Mainframe 3270,..., Windows..., Test Planning, User Acceptance Testing, Quality Assurance, Testing, Insurance, Requirements Analysis, SQL, Process Improvement, Property & Casualty..., General Insurance, Leadership, Management, Project Management, Data Analysis, Integration, Public Speaking, Social Media
Education
Morgan State University 1986 — 1991
Bachelor of Science (BS), Telecommuncations
Farm Family Insurance August 2007 - Present
V.K. Fields & Company December 2001 - May 2007
TigerDirect.com February 2005 - February 2007
TigerDirect.com September 2003 - February 2005
Fidelity Investments August 2002 - June 2003
SpectraSite Communications January 2001 - September 2001
BTI Telecommunications August 1999 - December 2000
MCI Corporation September 1996 - December 1998
MCI Corporation August 1992 - August 1996
Skills
Quick Test Professional..., IBM Mainframe 3270,..., Windows..., Test Planning, User Acceptance Testing, Quality Assurance, Testing, Insurance, Requirements Analysis, SQL, Process Improvement, Property & Casualty..., General Insurance, Leadership, Management, Project Management, Data Analysis, Integration, Public Speaking, Social Media
Education
Morgan State University 1986 — 1991
Bachelor of Science (BS), Telecommuncations
Laura (Carlson) Chen Laura (Carlson) Chen's Fidelity Investments Experience March 2015 - Present
Job Senior IT Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2015 - Present
Veritude August 2014 - March 2015
Xerox May 2011 - March 2013
BeneTemps/HR Placement Group February 2010 - September 2010
Veritude July 2008 - February 2009
Veritude June 2007 - February 2008
Fidelity Investments June 2004 - June 2006
Veritude December 2003 - June 2004
Skills
Business Analysis, Project Management, Process Improvement, Cross-functional Team..., Six Sigma, Agile Methodologies, Business Process, Requirements Gathering, Management, Leadership, SDLC, Requirements Analysis, Quality Assurance, Testing, Product Management, Databases, User Acceptance Testing, Visio
Education
Mount Holyoke College
A.B., Latin and Political Science
Fidelity Investments March 2015 - Present
Veritude August 2014 - March 2015
Xerox May 2011 - March 2013
BeneTemps/HR Placement Group February 2010 - September 2010
Veritude July 2008 - February 2009
Veritude June 2007 - February 2008
Fidelity Investments June 2004 - June 2006
Veritude December 2003 - June 2004
Skills
Business Analysis, Project Management, Process Improvement, Cross-functional Team..., Six Sigma, Agile Methodologies, Business Process, Requirements Gathering, Management, Leadership, SDLC, Requirements Analysis, Quality Assurance, Testing, Product Management, Databases, User Acceptance Testing, Visio
Education
Mount Holyoke College
A.B., Latin and Political Science
January Johnson January Johnson's Fidelity Investments Experience March 2015 - Present
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments September 2010 - March 2015
LPL Financial May 2009 - September 2010
Fifth Third Securities June 2006 - December 2008
The Hartford April 2005 - May 2006
Putnam Investments February 2001 - April 2005
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner
Montana State University-Billings 1997 — 2000
BABS, Business Admin
Northwest College 1994 — 1997
AAS, Photography
Fidelity Investments March 2015 - Present
Fidelity Investments September 2010 - March 2015
LPL Financial May 2009 - September 2010
Fifth Third Securities June 2006 - December 2008
The Hartford April 2005 - May 2006
Putnam Investments February 2001 - April 2005
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner
Montana State University-Billings 1997 — 2000
BABS, Business Admin
Northwest College 1994 — 1997
AAS, Photography
Alexandra Chakalis Alexandra Chakalis's Fidelity Investments Experience June 2000 - May 2011
Job Legal Contracts Associate at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services May 2011 - January 2013
Fidelity Investments June 2000 - May 2011
Skills
Vendor Management, Defined Benefit, Pensions, 401k, Mutual Funds, Financial Services, Risk Management, Investments, Securities, Insurance, Business Analysis, Process Improvement, Analysis, Business Process..., Project Management
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Doctor of Law (J.D.)
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Statistics
John Hancock Financial Services January 2013 - Present
John Hancock Financial Services May 2011 - January 2013
Fidelity Investments June 2000 - May 2011
Skills
Vendor Management, Defined Benefit, Pensions, 401k, Mutual Funds, Financial Services, Risk Management, Investments, Securities, Insurance, Business Analysis, Process Improvement, Analysis, Business Process..., Project Management
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Doctor of Law (J.D.)
Mount Holyoke College 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Statistics
Vincent Maggiulli Vincent Maggiulli's Fidelity Investments Experience June 2010 - December 2010
Job Manager, Capital Markets | Financial Services Global Business Unit at Capgemini
Industry Financial Services
Experience
Capgemini May 2014 - Present
Linedata January 2014 - May 2014
SS&C Technologies September 2011 - December 2013
Linedata December 2010 - September 2011
Fidelity Investments June 2010 - December 2010
Fidelity Investments October 2005 - April 2010
Fidelity Investments October 2003 - October 2005
Fidelity Investments March 2000 - October 2003
BEAR STEARNS & CO. INC April 1999 - March 2000
Fidelity Investments January 1998 - April 1999
Skills
Financial Services, Portfolio Management, Strategy, Securities, Equities, Business Analysis, Relationship Management, Mutual Funds, Management, Product Management, Investments, Brokerage, Strategic Planning, Business Strategy, Trading, Negotiation, Risk Management, Fixed Income, Sales Process, Series 7, Sales Management, Customer Service, Finance, Business Planning, Leadership, Asset Management, Compliance, Hedge Funds, Analysis, Competitive Analysis, Series 63, Prime Brokerage, Consultative Selling, Financial Analysis, Process Improvement, Account Management, Funding, Product Development, P&L Management, Options, Contract Negotiation, Client Service, Customer Relations, Requirements Analysis, Financial Markets, Capital Markets, Market Data, Pricing, Contract Negotiations, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Psychology
Hanover Park High School 1989 — 1993
East Hanover Schools
Capgemini May 2014 - Present
Linedata January 2014 - May 2014
SS&C Technologies September 2011 - December 2013
Linedata December 2010 - September 2011
Fidelity Investments June 2010 - December 2010
Fidelity Investments October 2005 - April 2010
Fidelity Investments October 2003 - October 2005
Fidelity Investments March 2000 - October 2003
BEAR STEARNS & CO. INC April 1999 - March 2000
Fidelity Investments January 1998 - April 1999
Skills
Financial Services, Portfolio Management, Strategy, Securities, Equities, Business Analysis, Relationship Management, Mutual Funds, Management, Product Management, Investments, Brokerage, Strategic Planning, Business Strategy, Trading, Negotiation, Risk Management, Fixed Income, Sales Process, Series 7, Sales Management, Customer Service, Finance, Business Planning, Leadership, Asset Management, Compliance, Hedge Funds, Analysis, Competitive Analysis, Series 63, Prime Brokerage, Consultative Selling, Financial Analysis, Process Improvement, Account Management, Funding, Product Development, P&L Management, Options, Contract Negotiation, Client Service, Customer Relations, Requirements Analysis, Financial Markets, Capital Markets, Market Data, Pricing, Contract Negotiations, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Psychology
Hanover Park High School 1989 — 1993
East Hanover Schools
Anil Khemchandani Anil Khemchandani's Fidelity Investments Experience November 2009 - Present
Job Sr. Database Developer/Frontier Recon Developer/Sunguard Intellimatch Recon Developer/IT Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Fidelity Investments November 2009 - Present
PMA Consultants April 2006 - September 2009
Katz Media Group/Clear Channel December 1999 - April 2006
Skills
Microsoft SQL Server, Visio, Databases, SDLC, Oracle, SQL, Business Intelligence, Software Development, Requirements Analysis, Visual Basic, T-SQL, JavaScript, Crystal Reports, Windows Server, ASP.NET, Access, Business Objects, Frontier, Checkfree, Intellimatch, Recon Plus, AJAX, SSIS, Business Process, Web Applications
Education
Montclair State University
Bachelor of Business Administration (B.B.A.), Finance, General
Middlesex County College
Associates, Business Administration
Montclair State University
Bachelors of Science, Finance
Fidelity Investments November 2009 - Present
Fidelity Investments November 2009 - Present
PMA Consultants April 2006 - September 2009
Katz Media Group/Clear Channel December 1999 - April 2006
Skills
Microsoft SQL Server, Visio, Databases, SDLC, Oracle, SQL, Business Intelligence, Software Development, Requirements Analysis, Visual Basic, T-SQL, JavaScript, Crystal Reports, Windows Server, ASP.NET, Access, Business Objects, Frontier, Checkfree, Intellimatch, Recon Plus, AJAX, SSIS, Business Process, Web Applications
Education
Montclair State University
Bachelor of Business Administration (B.B.A.), Finance, General
Middlesex County College
Associates, Business Administration
Montclair State University
Bachelors of Science, Finance
Tonya Dilger Tonya Dilger's Fidelity Investments Experience October 2006 - January 2011
Job Warehouse Management Inventory Analyst
Industry Consumer Goods
Experience
Procter & Gamble July 2011 - Present
Habegger Corporation February 2011 - June 2011
Fidelity Investments October 2006 - January 2011
FIDELITY INVESTMENTS through VERITUDE April 2005 - September 2006
FIDELITY INVESTMENTS through VERITUDE February 2005 - April 2005
DS TECHNOLOGY (USA) Inc. March 2004 - August 2004
Army & Air Force Exchange Service June 1990 - January 1994
Skills
Management, Purchasing, Marketing Communications, Cross-functional Team..., Strategy, Process Improvement, Vendor Management, Analysis, Procurement, Project Planning, Sales, CRM, Marketing, Supply Chain Management, Leadership, Project Management
Education
Mount Holyoke College 1986 — 1990
BA, German Literature; International Relations
Procter & Gamble July 2011 - Present
Habegger Corporation February 2011 - June 2011
Fidelity Investments October 2006 - January 2011
FIDELITY INVESTMENTS through VERITUDE April 2005 - September 2006
FIDELITY INVESTMENTS through VERITUDE February 2005 - April 2005
DS TECHNOLOGY (USA) Inc. March 2004 - August 2004
Army & Air Force Exchange Service June 1990 - January 1994
Skills
Management, Purchasing, Marketing Communications, Cross-functional Team..., Strategy, Process Improvement, Vendor Management, Analysis, Procurement, Project Planning, Sales, CRM, Marketing, Supply Chain Management, Leadership, Project Management
Education
Mount Holyoke College 1986 — 1990
BA, German Literature; International Relations
Annette Bogner Annette Bogner's Fidelity Investments Experience 2005 - 2009
Job Information Systems Professional ★ M.S.
Industry Information Technology and Services
Experience
McKesson Corporation 2012 - Present
Fidelity Investments 2005 - 2009
Fidelity Investments 2002 - 2004
IBM 1999 - 2002
Education
Montreat College
Master of Science, Management and Leadership
North Carolina Wesleyan College
Bachelor of Science, Computer Information Systems
McKesson Corporation 2012 - Present
Fidelity Investments 2005 - 2009
Fidelity Investments 2002 - 2004
IBM 1999 - 2002
Education
Montreat College
Master of Science, Management and Leadership
North Carolina Wesleyan College
Bachelor of Science, Computer Information Systems
Amy Mackay Amy Mackay's Fidelity Investments Experience 1998 - 2002
Job Office Management/Administration
Industry Insurance
Experience
L&L December 2002 - Present
Fidelity Investments 1998 - 2002
Staples Business Advantage 1989 - October 1997
Skills
Account Management, Administrative..., Customer Service, Data Entry, Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Process Improvement, Property, Strategic Planning, Team Building, Sales, Social Media
Education
Monroe Community College
A.S.
St. John Fisher College 1985 — 1986
L&L December 2002 - Present
Fidelity Investments 1998 - 2002
Staples Business Advantage 1989 - October 1997
Skills
Account Management, Administrative..., Customer Service, Data Entry, Insurance, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Process Improvement, Property, Strategic Planning, Team Building, Sales, Social Media
Education
Monroe Community College
A.S.
St. John Fisher College 1985 — 1986
Marc Webb's Fidelity Investments Experience January 2004 - April 2009
Job Business Strategy & Development Director at WellPoint
Industry Insurance
Experience
WellPoint May 2012 - Present
Hip Pickles Capital November 2009 - Present
Outer Banks Family Entertainment Centers, LLC June 2008 - Present
WellPoint January 2010 - May 2012
Fidelity Investments January 2004 - April 2009
Fidelity Investments August 1999 - January 2004
HJ Heinz October 1995 - July 1999
Coca-Cola Enterprises March 1995 - October 1996
Mercantile Stores, Inc. August 1992 - March 1995
Education
Xavier University 1995 — 1999
MBA, Economics
Morehead State University 1988 — 1992
BBA, Accounting
WellPoint May 2012 - Present
Hip Pickles Capital November 2009 - Present
Outer Banks Family Entertainment Centers, LLC June 2008 - Present
WellPoint January 2010 - May 2012
Fidelity Investments January 2004 - April 2009
Fidelity Investments August 1999 - January 2004
HJ Heinz October 1995 - July 1999
Coca-Cola Enterprises March 1995 - October 1996
Mercantile Stores, Inc. August 1992 - March 1995
Education
Xavier University 1995 — 1999
MBA, Economics
Morehead State University 1988 — 1992
BBA, Accounting
Peeyush Tyagi's Fidelity Investments Experience April 2007 - August 2008
Job Manager Services at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions November 2013 - Present
Cognizant Technology Solutions December 2012 - October 2013
Thomson Reuters December 2008 - December 2012
Credit Suisse September 2008 - December 2008
Fidelity Investments April 2007 - August 2008
Tata Consultancy Services August 2004 - April 2007
Skills
IT Service Management, HP Asset Manager, HP Service Manager, HP Connect-IT, Oracle, SDLC, ITIL, Requirements Analysis, PL/SQL, Agile Methodologies, SQL, Enterprise Architecture, Business Analysis, SOA, Release Management, Software Project..., Integration, Pre-sales, Investment Management, Databases
Education
Motilal Nehru National Institute Of Technology 2000 — 2004
B. Tech, Engineering (IT)
St. Joseph's Academy 1996 — 1999
ISC, Science
Cognizant Technology Solutions November 2013 - Present
Cognizant Technology Solutions December 2012 - October 2013
Thomson Reuters December 2008 - December 2012
Credit Suisse September 2008 - December 2008
Fidelity Investments April 2007 - August 2008
Tata Consultancy Services August 2004 - April 2007
Skills
IT Service Management, HP Asset Manager, HP Service Manager, HP Connect-IT, Oracle, SDLC, ITIL, Requirements Analysis, PL/SQL, Agile Methodologies, SQL, Enterprise Architecture, Business Analysis, SOA, Release Management, Software Project..., Integration, Pre-sales, Investment Management, Databases
Education
Motilal Nehru National Institute Of Technology 2000 — 2004
B. Tech, Engineering (IT)
St. Joseph's Academy 1996 — 1999
ISC, Science
Jen Harrod-Davis's Fidelity Investments Experience January 1997 - June 1999
Job Marketing/Communications Professional at Verizon Wireless
Industry Marketing and Advertising
Experience
Verizon Wireless October 2008 - Present
LexisNexis Martindale-Hubbell September 2007 - August 2008
AT&T Business July 1999 - April 2007
Fidelity Investments January 1997 - June 1999
Skills
Marketing Management, Product Marketing, Integrated Marketing, Social Media, Messaging, Corporate Communications, Employee Communications, Brand Awareness, Content Creation, Content Writing, Management, Content Strategy, Internal Communications, Social Networking, B2B Marketing, Marketing, Mobile Devices, Strategic Partnerships, B2B, Digital Marketing, Email Marketing, Marketing Communications, Mobile Marketing, Online Marketing, Social Media Marketing, Online Advertising, Team Leadership, Direct Marketing
Education
Montclair State University 1994 — 1997
BA, Humanities, Marketing
University of Maryland College Park
Verizon Wireless October 2008 - Present
LexisNexis Martindale-Hubbell September 2007 - August 2008
AT&T Business July 1999 - April 2007
Fidelity Investments January 1997 - June 1999
Skills
Marketing Management, Product Marketing, Integrated Marketing, Social Media, Messaging, Corporate Communications, Employee Communications, Brand Awareness, Content Creation, Content Writing, Management, Content Strategy, Internal Communications, Social Networking, B2B Marketing, Marketing, Mobile Devices, Strategic Partnerships, B2B, Digital Marketing, Email Marketing, Marketing Communications, Mobile Marketing, Online Marketing, Social Media Marketing, Online Advertising, Team Leadership, Direct Marketing
Education
Montclair State University 1994 — 1997
BA, Humanities, Marketing
University of Maryland College Park
Frank Pizzichillo's Fidelity Investments Experience March 1999 - May 2005
Job RIA Regional Director at Brinker Capital
Industry Marketing and Advertising
Experience
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Brinker Capital April 2013 - Present
Genworth Financial Wealth Management November 2011 - April 2013
MarketCounsel August 2007 - December 2011
TD Ameritrade 2005 - 2007
Fidelity Investments March 1999 - May 2005
Skills
Series 6, Series 65, Investment Management, Mutual Funds, Alternative Investments, Asset Managment, Investments, Securities, Portfolio Management, Series 63, Defined Contribution, Series 7, Wealth, Financial Advisory, Asset Allocation, Due Diligence, Asset Management, Investment Advisory, Retirement, Relationship Management, 401k, Business Development, Financial Services
Education
Montclair State University 1988 — 1993
B.A., History
Montclair State University 1988 — 1993
BA, History
Diana Coyne's Fidelity Investments Experience February 1995 - January 1999
Job Director, Global Operations Global Service Delivery IT at MetLife
Industry Information Technology and Services
Experience
MetLife January 2010 - Present
MetLife August 2002 - January 2008
MetLife August 2002 - January 2008
Granitar, Inc. May 2000 - January 2002
SunGard Insurance Systems January 1999 - April 2000
Fidelity Investments February 1995 - January 1999
Towers Perrin April 1990 - February 1995
Skills
Vendor Management, Program Management, IT Strategy, SDLC, Project Management, CRM, Management, Strategy, Enterprise Architecture, Strategic Planning, Governance, Financial Services, Insurance, Team Building
Education
Mount Holyoke College 1986 — 1989
B.A., Art History, Cum Laude
West Springfield High School
MetLife January 2010 - Present
MetLife August 2002 - January 2008
MetLife August 2002 - January 2008
Granitar, Inc. May 2000 - January 2002
SunGard Insurance Systems January 1999 - April 2000
Fidelity Investments February 1995 - January 1999
Towers Perrin April 1990 - February 1995
Skills
Vendor Management, Program Management, IT Strategy, SDLC, Project Management, CRM, Management, Strategy, Enterprise Architecture, Strategic Planning, Governance, Financial Services, Insurance, Team Building
Education
Mount Holyoke College 1986 — 1989
B.A., Art History, Cum Laude
West Springfield High School
Jonathan Pinkney's Fidelity Investments Experience June 1996 - July 2001
Job Senior Clinical Consultant
Industry Biotechnology
Experience
Viacord, a division of PerkinElmer 2002 - Present
Fidelity Investments June 1996 - July 2001
Education
Morehouse College 1992 — 1996
BA, Finance
Viacord, a division of PerkinElmer 2002 - Present
Fidelity Investments June 1996 - July 2001
Education
Morehouse College 1992 — 1996
BA, Finance
Elizabeth McHugh's Fidelity Investments Experience March 2014 - Present
Job Senior Vice President, Workplace Investing Communications at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments October 2009 - March 2014
Fidelity Investments July 2008 - September 2009
Fidelity Investments January 2007 - July 2008
Education
Mount Holyoke College 1983 — 1987
Fidelity Investments March 2014 - Present
Fidelity Investments October 2009 - March 2014
Fidelity Investments July 2008 - September 2009
Fidelity Investments January 2007 - July 2008
Education
Mount Holyoke College 1983 — 1987
Jennifer Hilmes's Fidelity Investments Experience October 2008 - Present
Job Operations Data Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments May 2007 - October 2008
Fidelity Investments August 2002 - May 2007
IBM November 2000 - July 2002
IBM January 1999 - November 2000
Skills
Analysis, Business Analysis, Business Process, Call Centers, Databases, Human Resources, Management, Process Improvement, Software Documentation, Test Planning, Testing, Training, Vendor Management
Education
Montgomery Community College
Liberal Arts Major
Fidelity Investments October 2008 - Present
Fidelity Investments May 2007 - October 2008
Fidelity Investments August 2002 - May 2007
IBM November 2000 - July 2002
IBM January 1999 - November 2000
Skills
Analysis, Business Analysis, Business Process, Call Centers, Databases, Human Resources, Management, Process Improvement, Software Documentation, Test Planning, Testing, Training, Vendor Management
Education
Montgomery Community College
Liberal Arts Major
Anatoly Postilnik's Fidelity Investments Experience 1996 - 1997
Job Senior Solutions Architect at Kyruus
Industry Information Technology and Services
Experience
Kyruus May 2014 - Present
Partners Healthcare 2001 - Present
C-bridge Internet Solutions January 1998 - May 2001
ISOLX, Inc. 1999 - 2001
Fidelity Investments 1996 - 1997
Contex Prepress Systems 1990 - 1995
Applicon/Schlumberger Technologies 1987 - 1992
Skills
Healthcare Information..., Healthcare, Clinical Decision..., HL7, Rules Engines, Documentations, Numerical Analysis, Integration, Software Development, Business Analysis, XML, Informatics, EHR, SDLC, Health Information..., Healthcare Management, Healthcare Consulting, Software Implementation, EMR, CPOE, HIPAA
Education
Moscow State Institute of Electronics and Mathematics (Technical University)
Master of Science (MS), Applied Mathematics
Moscow State University of Civil Engineering (MSUCE)
MS, Structural Enginnering
Kyruus May 2014 - Present
Partners Healthcare 2001 - Present
C-bridge Internet Solutions January 1998 - May 2001
ISOLX, Inc. 1999 - 2001
Fidelity Investments 1996 - 1997
Contex Prepress Systems 1990 - 1995
Applicon/Schlumberger Technologies 1987 - 1992
Skills
Healthcare Information..., Healthcare, Clinical Decision..., HL7, Rules Engines, Documentations, Numerical Analysis, Integration, Software Development, Business Analysis, XML, Informatics, EHR, SDLC, Health Information..., Healthcare Management, Healthcare Consulting, Software Implementation, EMR, CPOE, HIPAA
Education
Moscow State Institute of Electronics and Mathematics (Technical University)
Master of Science (MS), Applied Mathematics
Moscow State University of Civil Engineering (MSUCE)
MS, Structural Enginnering
Gennadiy Etchin's Fidelity Investments Experience July 2011 - March 2013
Job Information Manager, VP at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group July 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments April 2007 - July 2011
Fidelity Investments March 1999 - April 2007
Axcelis Technologies 1995 - 1999
Applications Systems Corp 1992 - 1995
Skills
Websphere, Enterprise Architecture, Agile Methodologies, Unix, Software Project..., Architecture, Oracle, Software Development, Java, Cloud Computing, Linux, Capacity Planning, Vendor Management, Disaster Recovery, Informatica, Risk Management, Integration, ETL, Requirements Analysis, Architectures, Cross-functional Team..., SDLC
Education
Moscow Technical University of Communications and Informatics (MTUCI) 1976 — 1986
MSEE, TV Broadcasting and Radio Communications
RBS Citizens Financial Group July 2013 - Present
Fidelity Investments July 2011 - March 2013
Fidelity Investments April 2007 - July 2011
Fidelity Investments March 1999 - April 2007
Axcelis Technologies 1995 - 1999
Applications Systems Corp 1992 - 1995
Skills
Websphere, Enterprise Architecture, Agile Methodologies, Unix, Software Project..., Architecture, Oracle, Software Development, Java, Cloud Computing, Linux, Capacity Planning, Vendor Management, Disaster Recovery, Informatica, Risk Management, Integration, ETL, Requirements Analysis, Architectures, Cross-functional Team..., SDLC
Education
Moscow Technical University of Communications and Informatics (MTUCI) 1976 — 1986
MSEE, TV Broadcasting and Radio Communications
Julie Sandmann's Fidelity Investments Experience July 2013 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Paycor March 2010 - June 2013
Fidelity Investments May 2008 - March 2009
Fidelity Investments May 2004 - May 2008
Fidelity Investments March 1999 - June 2004
Skills
Retirement, Defined Benefit, Defined Contribution, Retirement Plan..., Investments, Management, Sales, Account Management, Relationship Management, Sales Process, Solution Selling, Process Improvement, Cold Calling, B2B, Leadership
Education
Xavier University - Williams College of Business 2001 — 2004
MBA, Business
Morehead State University 1992 — 1996
Fidelity Investments July 2013 - Present
Paycor March 2010 - June 2013
Fidelity Investments May 2008 - March 2009
Fidelity Investments May 2004 - May 2008
Fidelity Investments March 1999 - June 2004
Skills
Retirement, Defined Benefit, Defined Contribution, Retirement Plan..., Investments, Management, Sales, Account Management, Relationship Management, Sales Process, Solution Selling, Process Improvement, Cold Calling, B2B, Leadership
Education
Xavier University - Williams College of Business 2001 — 2004
MBA, Business
Morehead State University 1992 — 1996
Sarah Hagedorn's Fidelity Investments Experience July 1999 - Present
Job Project Manager
Industry Financial Services
Experience
Fidelity Investments July 1999 - Present
Education
Morehead State University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Fidelity Investments July 1999 - Present
Education
Morehead State University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Mike Galis's Fidelity Investments Experience April 2000 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2000 - Present
Pioneer Investments 1996 - 2000
Rinaco 1992 - 1995
1C Company 1993 - 1993
Skills
Agile Methodologies, SSO, Java, Websphere, Java Enterprise Edition, Unix, Identity Management, Software Development, Web Services, Enterprise Architecture, SOA, SDLC, Solution Architecture, Software Engineering, Solaris, Tomcat, SOAP, Spring, Distributed Systems, JSP, WebSphere Application..., XML
Education
Moscow State University of Transport (MIIT)
MS, Applied Mathematics
Fidelity Investments April 2000 - Present
Pioneer Investments 1996 - 2000
Rinaco 1992 - 1995
1C Company 1993 - 1993
Skills
Agile Methodologies, SSO, Java, Websphere, Java Enterprise Edition, Unix, Identity Management, Software Development, Web Services, Enterprise Architecture, SOA, SDLC, Solution Architecture, Software Engineering, Solaris, Tomcat, SOAP, Spring, Distributed Systems, JSP, WebSphere Application..., XML
Education
Moscow State University of Transport (MIIT)
MS, Applied Mathematics
Cline Mary's Fidelity Investments Experience Dir HRRaytheonJune 2001 - February 2004
Job VP HR at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Dir HRRaytheonJune 2001 - February 2004
Education
Mount Holyoke College 1977 — 1981
Trinity-Pawling 1973 — 1977
Fidelity Investments Dir HRRaytheonJune 2001 - February 2004
Education
Mount Holyoke College 1977 — 1981
Trinity-Pawling 1973 — 1977
Boris Dekhtyar's Fidelity Investments Experience April 2015 - Present
Job IT Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2015 - Present
Raptor Trading Systems July 2013 - November 2014
Admene LLC October 2011 - December 2012
JMX Capital September 2010 - May 2011
Banc of America Specialist November 2006 - September 2010
Holleb Consulting Inc. November 2004 - September 2006
Sungard Information Management Services, Inc. August 1988 - November 2004
Skills
C++, q/kdb+, Linux, Trading, Multithreading, Perl, SQL, Microsoft SQL Server, VBA, Visual Basic, Lotus Domino, Crystal Reports, COBOL, MySQL
Education
Moscow State University of Transport (MIIT) 1974 — 1979
Fidelity Investments April 2015 - Present
Raptor Trading Systems July 2013 - November 2014
Admene LLC October 2011 - December 2012
JMX Capital September 2010 - May 2011
Banc of America Specialist November 2006 - September 2010
Holleb Consulting Inc. November 2004 - September 2006
Sungard Information Management Services, Inc. August 1988 - November 2004
Skills
C++, q/kdb+, Linux, Trading, Multithreading, Perl, SQL, Microsoft SQL Server, VBA, Visual Basic, Lotus Domino, Crystal Reports, COBOL, MySQL
Education
Moscow State University of Transport (MIIT) 1974 — 1979
Julia Parrillo's Fidelity Investments Experience 1997 - 1997
Job
Industry Nonprofit Organization Management
Experience
Harvard University December 2011 - Present
Wellesley College April 2009 - December 2011
Dana-Farber Cancer Institute February 2003 - March 2009
Harvard University 2002 - 2003
Harvard University 2000 - 2002
Harvard University 1999 - 2000
Harvard University 1997 - 2000
Fidelity Investments 1997 - 1997
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Non-profits, Annual Giving, Fundraising, Marketing Strategy, Stewardship, Philanthropy, Volunteer Management, Nonprofits, Grant Writing, Museums, Proposal Writing, Alumni Relations, Higher Education, Program Development, Grants, Community Outreach, Event Planning, Leadership
Education
Mount Holyoke College 1984 — 1988
BA, English and Art History
Harvard University December 2011 - Present
Wellesley College April 2009 - December 2011
Dana-Farber Cancer Institute February 2003 - March 2009
Harvard University 2002 - 2003
Harvard University 2000 - 2002
Harvard University 1999 - 2000
Harvard University 1997 - 2000
Fidelity Investments 1997 - 1997
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Non-profits, Annual Giving, Fundraising, Marketing Strategy, Stewardship, Philanthropy, Volunteer Management, Nonprofits, Grant Writing, Museums, Proposal Writing, Alumni Relations, Higher Education, Program Development, Grants, Community Outreach, Event Planning, Leadership
Education
Mount Holyoke College 1984 — 1988
BA, English and Art History
Anne Steer's Fidelity Investments Experience 2004 - 2009
Job Consultant at Value Management, LLC
Industry Financial Services
Experience
Value Management, LLC December 2014 - Present
Value Management, LLC 2014 - Present
Newton Wellesley Charitable Foundation Board September 2010 - Present
TrustFort LLC July 2012 - December 2014
Dwight Asset Management December 2010 - May 2012
Fidelity Investments 2004 - 2009
State Street 1987 - 2003
Skills
Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process, Customer Satisfaction, Business Strategy, Process Improvement
Education
Mount Holyoke College
BA, History
The University of Chicago
MBA, Finance and Marketing
Value Management, LLC December 2014 - Present
Value Management, LLC 2014 - Present
Newton Wellesley Charitable Foundation Board September 2010 - Present
TrustFort LLC July 2012 - December 2014
Dwight Asset Management December 2010 - May 2012
Fidelity Investments 2004 - 2009
State Street 1987 - 2003
Skills
Outsourcing, Marketing, Executive Management, Capital Markets, Sales Process, Customer Satisfaction, Business Strategy, Process Improvement
Education
Mount Holyoke College
BA, History
The University of Chicago
MBA, Finance and Marketing
Fatima Penrose's Fidelity Investments Experience July 1996 - July 2006
Job Vice President, Human Resources at Wellington Management
Industry Human Resources
Experience
Wellington Management May 2009 - Present
Fidelity Investments July 1996 - July 2006
United Technologies 1990 - 1996
Otis Elevator Company 1990 - 1996
Bank of Boston June 1985 - July 1988
bank of boston 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Organizational Behavior
Mount Holyoke College 1981 — 1985
1985, International Relations
Williston-Northampton School 1976 — 1981
High School
Wellington Management May 2009 - Present
Fidelity Investments July 1996 - July 2006
United Technologies 1990 - 1996
Otis Elevator Company 1990 - 1996
Bank of Boston June 1985 - July 1988
bank of boston 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Organizational Behavior
Mount Holyoke College 1981 — 1985
1985, International Relations
Williston-Northampton School 1976 — 1981
High School
Marlene Wamsley's Fidelity Investments Experience 2011 - Present
Job Senior Director Operations
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 1987 - Present
Bank One May 1982 - August 1987
Skills
Process Improvement, Financial Services, Business Transformation, Vendor Management, Risk Management, Leadership, Management, Operations Management, Project Management, Strategic Planning, Employee Engagement, Disaster Recovery, Analysis, Customer Service, Program Management, Business Analysis, Cross-functional Team...
Education
Morehead State University 1977 — 1981
Bachelor of Business Administration, Management
Fidelity Investments 2011 - Present
Fidelity Investments 1987 - Present
Bank One May 1982 - August 1987
Skills
Process Improvement, Financial Services, Business Transformation, Vendor Management, Risk Management, Leadership, Management, Operations Management, Project Management, Strategic Planning, Employee Engagement, Disaster Recovery, Analysis, Customer Service, Program Management, Business Analysis, Cross-functional Team...
Education
Morehead State University 1977 — 1981
Bachelor of Business Administration, Management
Michael Threlfall's Fidelity Investments Experience October 2013 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Toys R Us February 2013 - October 2013
Merrill Lynch September 2010 - February 2013
Merrill Lynch March 2008 - September 2010
Barclays Capital February 2007 - February 2008
Merrill Lynch 2006 - 2007
Skills
Business Analysis, Analysis, Data Analysis, Integration, Strategy, Trading, Equities, Fixed Income, Securities, Derivatives, Capital Markets, Bloomberg, Reference Data, Financial Markets, Market Data, Financial Services, SQL, VBA, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Master of Business Administration (MBA), Finance
Montclair State University 2003 — 2006
Bachelors, Business Administration - Management
Fidelity Investments October 2013 - Present
Toys R Us February 2013 - October 2013
Merrill Lynch September 2010 - February 2013
Merrill Lynch March 2008 - September 2010
Barclays Capital February 2007 - February 2008
Merrill Lynch 2006 - 2007
Skills
Business Analysis, Analysis, Data Analysis, Integration, Strategy, Trading, Equities, Fixed Income, Securities, Derivatives, Capital Markets, Bloomberg, Reference Data, Financial Markets, Market Data, Financial Services, SQL, VBA, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Master of Business Administration (MBA), Finance
Montclair State University 2003 — 2006
Bachelors, Business Administration - Management
LaTosha Greene's Fidelity Investments Experience December 2004 - February 2005
Job Program Analyst at U.S. Nuclear Regulatory Commission
Industry Government Administration
Experience
U.S. Nuclear Regulatory Commission November 2008 - Present
UnitedHealth Group January 2005 - September 2005
Fidelity Investments December 2004 - February 2005
Skills
Government, Nuclear, Policy, Nuclear Engineering, Emergency Management, Risk Assessment, Risk Management, Process Improvement, Strategic Planning, Community Outreach, Change Management, Public Speaking, Energy Policy, Media Relations, Policy Analysis
Education
Morgan State University 2003 — 2005
Master of Arts (M.A.), Sociology
University of Maryland Eastern Shore 1997 — 2002
Bachelor of Science (B.S.), Sociology
U.S. Nuclear Regulatory Commission November 2008 - Present
UnitedHealth Group January 2005 - September 2005
Fidelity Investments December 2004 - February 2005
Skills
Government, Nuclear, Policy, Nuclear Engineering, Emergency Management, Risk Assessment, Risk Management, Process Improvement, Strategic Planning, Community Outreach, Change Management, Public Speaking, Energy Policy, Media Relations, Policy Analysis
Education
Morgan State University 2003 — 2005
Master of Arts (M.A.), Sociology
University of Maryland Eastern Shore 1997 — 2002
Bachelor of Science (B.S.), Sociology
DeQuan Loveless's Fidelity Investments Experience May 2011 - February 2012
Job Representative at Primerica
Industry Insurance
Experience
Primerica December 2014 - Present
BTG, Inc. (Business Technology Group, Inc.) October 2014 - February 2015
AAA Northern California, Nevada & Utah 2013 - 2014
Merrill Lynch April 2012 - January 2013
Fidelity Investments May 2011 - February 2012
State Farm Insurance October 2006 - May 2011
Skills
Insurance, Property & Casualty..., General Insurance, Sales, Process Improvement, Liability, Claim, Customer Service, Account Management, Investments, Finance, Call Centers, Underwriting, Casualty, Series 7, Series 63, Life & Health Insurance...
Education
Morehouse College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Primerica December 2014 - Present
BTG, Inc. (Business Technology Group, Inc.) October 2014 - February 2015
AAA Northern California, Nevada & Utah 2013 - 2014
Merrill Lynch April 2012 - January 2013
Fidelity Investments May 2011 - February 2012
State Farm Insurance October 2006 - May 2011
Skills
Insurance, Property & Casualty..., General Insurance, Sales, Process Improvement, Liability, Claim, Customer Service, Account Management, Investments, Finance, Call Centers, Underwriting, Casualty, Series 7, Series 63, Life & Health Insurance...
Education
Morehouse College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Alanna Kelly's Fidelity Investments Experience November 2006 - 2009
Job Implementing best practices
Industry Information Technology and Services
Experience
Veritude March 2012 - Present
LeapFrog Systems - Consultant QA Engineer at Fidelity FMRCO 2010 - June 2011
Fidelity investments November 2006 - 2009
Fidelity 2003 - 2006
Fidelity Investments 1999 - 2003
Dewy Square Investors 1986 - 1993
Skills
Quality Center, Agile Methodologies, Testing, Quality Assurance, Test Planning, Software Quality..., Requirements Gathering, Business Analysis, Unix, SQL, Test Cases, Regression Testing, Agile Project Management
Education
Russell Sage College 1967 — 1968
History, Education
Mount Aloysius College 1965 — 1967
aa, education
Veritude March 2012 - Present
LeapFrog Systems - Consultant QA Engineer at Fidelity FMRCO 2010 - June 2011
Fidelity investments November 2006 - 2009
Fidelity 2003 - 2006
Fidelity Investments 1999 - 2003
Dewy Square Investors 1986 - 1993
Skills
Quality Center, Agile Methodologies, Testing, Quality Assurance, Test Planning, Software Quality..., Requirements Gathering, Business Analysis, Unix, SQL, Test Cases, Regression Testing, Agile Project Management
Education
Russell Sage College 1967 — 1968
History, Education
Mount Aloysius College 1965 — 1967
aa, education
Amber Burgemeir's Fidelity Investments Experience December 2014 - Present
Job Vice President, Solution Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2012 - November 2014
Fidelity Investments 2007 - 2012
Fidelity Investments November 2005 - March 2007
Fidelity Investments January 2003 - November 2005
Fidelity Investments May 2000 - January 2003
Skills
401k, Retirement, Series 7, Series 63, Financial Services, Performance Management, Retirement Planning, Operations Management, Change Management, Customer Service
Education
Morehead State University 1992 — 1996
BS, Environmental Science
Fidelity Investments December 2014 - Present
Fidelity Investments July 2012 - November 2014
Fidelity Investments 2007 - 2012
Fidelity Investments November 2005 - March 2007
Fidelity Investments January 2003 - November 2005
Fidelity Investments May 2000 - January 2003
Skills
401k, Retirement, Series 7, Series 63, Financial Services, Performance Management, Retirement Planning, Operations Management, Change Management, Customer Service
Education
Morehead State University 1992 — 1996
BS, Environmental Science
DMyrian Frederick's Fidelity Investments Experience April 2012 - Present
Job Associate Fund Reporting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments April 2012 - Present
Invesco Aim December 2009 - February 2011
Healix September 2008 - April 2009
Houston Municipal Employees Federal Credit Union May 2007 - August 2007
Skills
Financial Reporting, Finance, Account Reconciliation, Data Analysis, Accounting, Financial Statements, Payroll, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Analysis, Microsoft Excel, Microsoft Office, Management, Journal Entries, Bank Reconciliation, Public Speaking, Analysis, Financial Modeling, External Audit
Education
Morehouse College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Lamar High School 1999 — 2003
Fidelity Investments April 2012 - Present
Invesco Aim December 2009 - February 2011
Healix September 2008 - April 2009
Houston Municipal Employees Federal Credit Union May 2007 - August 2007
Skills
Financial Reporting, Finance, Account Reconciliation, Data Analysis, Accounting, Financial Statements, Payroll, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, GAAP, Internal Audit, Financial Analysis, Microsoft Excel, Microsoft Office, Management, Journal Entries, Bank Reconciliation, Public Speaking, Analysis, Financial Modeling, External Audit
Education
Morehouse College 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Lamar High School 1999 — 2003
Jennifer Q's Fidelity Investments Experience 2013 - 2014
Job Investment Management
Industry Financial Services
Experience
Independent Contractor 2010 - Present
ProStrakan 2014 - 2014
Fidelity Investments 2013 - 2014
Morgan Stanley 2011 - 2012
Vanguard 2009 - 2010
JBS 2008 - 2009
AEGON Americas 2007 - 2008
Skills
Virtualization, Security, Network Administration, Customer Service, Project Management, Finance, Human Resources, Marketing, Management, Business Process..., Project Planning, Event Management, Sales, Account Management, Social Media Marketing
Education
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Independent Contractor 2010 - Present
ProStrakan 2014 - 2014
Fidelity Investments 2013 - 2014
Morgan Stanley 2011 - 2012
Vanguard 2009 - 2010
JBS 2008 - 2009
AEGON Americas 2007 - 2008
Skills
Virtualization, Security, Network Administration, Customer Service, Project Management, Finance, Human Resources, Marketing, Management, Business Process..., Project Planning, Event Management, Sales, Account Management, Social Media Marketing
Education
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Meg Bosak, PMP's Fidelity Investments Experience April 2012 - October 2012
Job Experienced IT Application Development Project Manager
Industry Information Technology and Services
Experience
DataStaff, Inc. October 2012 - January 2015
Fidelity Investments April 2012 - October 2012
North Carolina Administrative Office of the Courts October 1998 - March 2010
Au Pair Homestay 1994 - 1998
Citizens Bank of Maryland 1988 - 1991
Mutual of Omaha 1986 - 1988
Erol's Inc. 1984 - 1986
Frito-Lay 1983 - 1984
Skills
PMP, Agile Methodologies, Program Management, MS Project, Human Resources, Requirements Analysis, Analysis, Visio, SDLC, Vendor Management, Employee Relations
Education
University of North Carolina at Greensboro 2010 — 2010
Graduate Level Data Management
Wake Technical Community College 2004 — 2006
Database and Java Programming
Montgomery College 1991 — 1994
Computer Courses
West Virginia University 1978 — 1983
MS, BA, BS, Industrial Relations, Psychology, Social Work
DataStaff, Inc. October 2012 - January 2015
Fidelity Investments April 2012 - October 2012
North Carolina Administrative Office of the Courts October 1998 - March 2010
Au Pair Homestay 1994 - 1998
Citizens Bank of Maryland 1988 - 1991
Mutual of Omaha 1986 - 1988
Erol's Inc. 1984 - 1986
Frito-Lay 1983 - 1984
Skills
PMP, Agile Methodologies, Program Management, MS Project, Human Resources, Requirements Analysis, Analysis, Visio, SDLC, Vendor Management, Employee Relations
Education
University of North Carolina at Greensboro 2010 — 2010
Graduate Level Data Management
Wake Technical Community College 2004 — 2006
Database and Java Programming
Montgomery College 1991 — 1994
Computer Courses
West Virginia University 1978 — 1983
MS, BA, BS, Industrial Relations, Psychology, Social Work
Lori Baldridge's Fidelity Investments Experience July 2012 - June 2014
Job Proofreader
Industry Printing
Experience
EY June 2014 - Present
Fidelity Investments July 2012 - June 2014
Star Hospitality February 2012 - June 2012
RR Donnelley (previously Bowne) December 1997 - May 2011
Skills
Adobe Acrobat, Direct Mail, Proofreading, Microsoft Excel, Customer Service, Program Management, Copy Editing, Leadership, Project Management
Education
Morehead State University 1992 — 1997
Bachelors, English
Morehead State University 1992 — 1997
Bachelors, English
EY June 2014 - Present
Fidelity Investments July 2012 - June 2014
Star Hospitality February 2012 - June 2012
RR Donnelley (previously Bowne) December 1997 - May 2011
Skills
Adobe Acrobat, Direct Mail, Proofreading, Microsoft Excel, Customer Service, Program Management, Copy Editing, Leadership, Project Management
Education
Morehead State University 1992 — 1997
Bachelors, English
Morehead State University 1992 — 1997
Bachelors, English
Vinnie Farley's Fidelity Investments Experience December 2014 - Present
Job Regulatory Consultant
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
RGP September 2014 - November 2014
The Depository Trust & Clearing Corporation May 2014 - August 2014
Deutsche Bank Securities August 2013 - February 2014
E*TRADE Financial Corporation February 2013 - June 2013
Bank of America Merrill Lynch December 2011 - September 2012
SANTANDER INVESTMENT SECURITIES March 2011 - January 2012
iCIMS.COM, Inc. September 2009 - December 2010
FINRA January 2008 - August 2009
RIDGE CLEARING AND OUTSOURCING SOLUTIONS, INC. April 2007 - September 2007
Skills
Equities, Securities, Finance, General Ledger, Internal Controls, Auditing, Project Planning, Accounting, Fixed Income, Financial Risk, Managerial Finance, Cash Management, Budgets, Analysis, Variance Analysis, Forecasting, Financial Services
Education
Monmouth University
Bachelor of Science, Accounting
mater dei high school
Fidelity Investments December 2014 - Present
RGP September 2014 - November 2014
The Depository Trust & Clearing Corporation May 2014 - August 2014
Deutsche Bank Securities August 2013 - February 2014
E*TRADE Financial Corporation February 2013 - June 2013
Bank of America Merrill Lynch December 2011 - September 2012
SANTANDER INVESTMENT SECURITIES March 2011 - January 2012
iCIMS.COM, Inc. September 2009 - December 2010
FINRA January 2008 - August 2009
RIDGE CLEARING AND OUTSOURCING SOLUTIONS, INC. April 2007 - September 2007
Skills
Equities, Securities, Finance, General Ledger, Internal Controls, Auditing, Project Planning, Accounting, Fixed Income, Financial Risk, Managerial Finance, Cash Management, Budgets, Analysis, Variance Analysis, Forecasting, Financial Services
Education
Monmouth University
Bachelor of Science, Accounting
mater dei high school
Lisa Finkel's Fidelity Investments Experience 1986 - 1991
Job Head Cat Wrangler, Provocateur, Wordsmith and Feline Philanthropist
Industry Investment Management
Experience
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Nigam Rimal's Fidelity Investments Experience June 2015 - Present
Job Senior QA Engineer at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments June 2015 - Present
Long Term Care Partners November 2010 - June 2015
Fidelity Investments September 2008 - December 2010
Bristol-Myers Squibb, Princeton, New Jersey June 2008 - September 2008
Independent Services Network December 1998 - May 2008
Skills
SDLC, Agile Methodologies, Quality Center, QTP, SQL, Visio, Test Automation, Quality Assurance, SharePoint, Waterfall, Testing, Oracle HR, Oracle, Software Project..., Unix, User Acceptance Testing, Requirements Analysis, Software Quality..., HP Quality Center
Education
Southern New Hampshire University 1997 — 1999
Master’s Degree, Computer Information System
Motilal Nehru National Institute Of Technology 1984 — 1988
Bachelor of Engineering (BE), Electrical and Electronics Engineering
ICS
ICS
ICS
Fidelity Investments June 2015 - Present
Long Term Care Partners November 2010 - June 2015
Fidelity Investments September 2008 - December 2010
Bristol-Myers Squibb, Princeton, New Jersey June 2008 - September 2008
Independent Services Network December 1998 - May 2008
Skills
SDLC, Agile Methodologies, Quality Center, QTP, SQL, Visio, Test Automation, Quality Assurance, SharePoint, Waterfall, Testing, Oracle HR, Oracle, Software Project..., Unix, User Acceptance Testing, Requirements Analysis, Software Quality..., HP Quality Center
Education
Southern New Hampshire University 1997 — 1999
Master’s Degree, Computer Information System
Motilal Nehru National Institute Of Technology 1984 — 1988
Bachelor of Engineering (BE), Electrical and Electronics Engineering
ICS
ICS
ICS
Daniel J Nadalet's Fidelity Investments Experience April 2008 - Present
Job Owner/Photographer at Somewhere East of Nowhere Productions, Ltd
Industry Financial Services
Experience
United Credit Education Services April 2013 - Present
Fidelity Investments April 2008 - Present
Somewhere East of Nowhere Productions, Ltd May 2002 - Present
Bank of America September 2008 - July 2012
QEK December 2007 - May 2008
QEK August 2006 - December 2007
DCH Toyota Simi Valley March 2003 - August 2006
United States Air Force December 1992 - January 2001
Skills
Microsoft Office, SOA, Customer Service, HTML, Microsoft SQL Server, Agile Methodologies, Windows, Team Leadership, Java, Outlook, Electronics, Small Arms, Security, Physical Security, Applied Anthropology, Animal Behavior, Canine Massage, Project Management, Sales Management, Financial Modeling, Estate Planning, Military Logistics, Photoshop, Digital Photography, Portrait Photography, Event Photography, Leisure Travel, Urban Gardening, Boy Scouts, Scouting, Talent Scouting, Talent Management, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Second Mortgages, Real Estate Advisory...
Education
UCSB 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Anthropology
Moorpark College 2000 — 2004
Associate of Arts and Sciences (A.A.S.), Sociology and Anthropology, 3.75
Moorpark College 2000 — 2004
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies, 3.75
Universität Trier 1997 — 2000
Bachelor of Arts (B.A.), Fine and Studio Arts, 4.0
Coummunity College of the Air Force 1992 — 1993
Associate of Science (A.S.), Aircraft Armament Systems Technology
Reseda High School 1989 — 1992
United Credit Education Services April 2013 - Present
Fidelity Investments April 2008 - Present
Somewhere East of Nowhere Productions, Ltd May 2002 - Present
Bank of America September 2008 - July 2012
QEK December 2007 - May 2008
QEK August 2006 - December 2007
DCH Toyota Simi Valley March 2003 - August 2006
United States Air Force December 1992 - January 2001
Skills
Microsoft Office, SOA, Customer Service, HTML, Microsoft SQL Server, Agile Methodologies, Windows, Team Leadership, Java, Outlook, Electronics, Small Arms, Security, Physical Security, Applied Anthropology, Animal Behavior, Canine Massage, Project Management, Sales Management, Financial Modeling, Estate Planning, Military Logistics, Photoshop, Digital Photography, Portrait Photography, Event Photography, Leisure Travel, Urban Gardening, Boy Scouts, Scouting, Talent Scouting, Talent Management, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Mortgage Servicing, Second Mortgages, Real Estate Advisory...
Education
UCSB 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Anthropology
Moorpark College 2000 — 2004
Associate of Arts and Sciences (A.A.S.), Sociology and Anthropology, 3.75
Moorpark College 2000 — 2004
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies, 3.75
Universität Trier 1997 — 2000
Bachelor of Arts (B.A.), Fine and Studio Arts, 4.0
Coummunity College of the Air Force 1992 — 1993
Associate of Science (A.S.), Aircraft Armament Systems Technology
Reseda High School 1989 — 1992
Anthony Gamble's Fidelity Investments Experience April 2014 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Skills
Project Management, Customer Service, Microsoft Excel, Public Speaking, Management, Customer Satisfaction, Access, Microsoft Office, Training, Team Building, Outlook, Process Improvement, Budgets, Leadership, Team Leadership
Education
University of North Texas 2010 — 2011
Applied Science and Performance Improvement
Tarrant County College 2008 — 2010
Basic
Mott Community College 2003 — 2005
Graphic Design
Fidelity Investments April 2014 - Present
Skills
Project Management, Customer Service, Microsoft Excel, Public Speaking, Management, Customer Satisfaction, Access, Microsoft Office, Training, Team Building, Outlook, Process Improvement, Budgets, Leadership, Team Leadership
Education
University of North Texas 2010 — 2011
Applied Science and Performance Improvement
Tarrant County College 2008 — 2010
Basic
Mott Community College 2003 — 2005
Graphic Design
Marie Leigh's Fidelity Investments Experience 2011 - April 2013
Job Benefits and Compensation
Industry Human Resources
Experience
Independent Consultant and Project Manager 2013 - Present
Fidelity Investments 2011 - April 2013
Independent Contractor 1995 - 2011
Harris Bank 1989 - 1995
Skills
Employee Benefits, Integration, Business Planning, Retirement, Auditing, Payroll, Process Improvement, Vendor Management, Benefits Administration, Investments, Change Management, HRIS, Program Management
Education
Mount Holyoke College
Bachelor of Arts (B.A.)
Independent Consultant and Project Manager 2013 - Present
Fidelity Investments 2011 - April 2013
Independent Contractor 1995 - 2011
Harris Bank 1989 - 1995
Skills
Employee Benefits, Integration, Business Planning, Retirement, Auditing, Payroll, Process Improvement, Vendor Management, Benefits Administration, Investments, Change Management, HRIS, Program Management
Education
Mount Holyoke College
Bachelor of Arts (B.A.)
Catie Bucher's Fidelity Investments Experience 1996 - 1997
Job Petroleum Engineer at BLM
Industry Health, Wellness and Fitness
Experience
BLM November 2013 - Present
Catie Bucher, math tutor 2013 - 2013
Fidelity Investments 1996 - 1997
First Health 1993 - 1995
G2 1989 - 1992
Varied Companies 1980 - 1987
Utex Oil Company 1985 - 1986
Skills
Petroelum Engineering, Software Test Engineer
Education
Utah College of Massage Therapy 1994 — 1994
Massage Therapy
Montana Tech of the University of Montana 1972 — 1980
Bachelor's degree, Petroluem Engineering
Montana State University-Bozeman 1974 — 1976
Bachelor's degree, Business/Accounting Option
BLM November 2013 - Present
Catie Bucher, math tutor 2013 - 2013
Fidelity Investments 1996 - 1997
First Health 1993 - 1995
G2 1989 - 1992
Varied Companies 1980 - 1987
Utex Oil Company 1985 - 1986
Skills
Petroelum Engineering, Software Test Engineer
Education
Utah College of Massage Therapy 1994 — 1994
Massage Therapy
Montana Tech of the University of Montana 1972 — 1980
Bachelor's degree, Petroluem Engineering
Montana State University-Bozeman 1974 — 1976
Bachelor's degree, Business/Accounting Option
Nyasha Jack's Fidelity Investments Experience March 2006 - January 2011
Job Senior Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
Fidelity Investments March 2006 - January 2011
Skills
Bloomberg, Brokers, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Modeling, Fixed Income, Investment Banking, Risk Management, Valuation
Education
Monroe College 2003 — 2006
BA, BUSINESS MANAGEMENT/FINANCE
Deutsche Bank January 2012 - Present
Fidelity Investments March 2006 - January 2011
Skills
Bloomberg, Brokers, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Modeling, Fixed Income, Investment Banking, Risk Management, Valuation
Education
Monroe College 2003 — 2006
BA, BUSINESS MANAGEMENT/FINANCE
Jerianne Straface's Fidelity Investments Experience 2000 - 2003
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Customized Mortgage Solutions 2005 - 2008
Globe Mortgage America 2004 - 2005
Wachovia Securities Financial Network 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Software Documentation, Mortgage Lending, Loans
Education
Berkeley College 1996 — 2008
A.S., Fashion Merchandising/Management
Montclair State University 1998 — 2000
B.S., Human Ecology/Fashion Studies
Customized Mortgage Solutions 2005 - 2008
Globe Mortgage America 2004 - 2005
Wachovia Securities Financial Network 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Software Documentation, Mortgage Lending, Loans
Education
Berkeley College 1996 — 2008
A.S., Fashion Merchandising/Management
Montclair State University 1998 — 2000
B.S., Human Ecology/Fashion Studies
Christi Ocke's Fidelity Investments Experience April 2015 - Present
Job Financial Associate I Defined Contributions
Industry Financial Services
Experience
Harnett Woods nursing and rehabilitation August 2015 - Present
Fidelity Investments April 2015 - Present
Muscular Dystrophy Association March 2015 - Present
Rex Healthcare October 2006 - December 2014
The Maplewood Nursing & Rehabilitation June 1995 - February 2006
Skills
Healthcare, Fundraising, Event Planning, Community Outreach, Program Development, Customer Service, PowerPoint, Microsoft Office, Leadership Development, Microsoft Word, Team Building, Microsoft Excel, Outlook, Case Managment, Coaching
Education
University of Phoenix 2012 — 2014
Bachelor of Business Administration (BBA), Health/Health Care Administration/Management, 3.07
Wake Technical Community College 2008 — 2011
Certification, Notary Public
Monroe Community College 2002 — 2005
A.S., Business Andministration
Harnett Woods nursing and rehabilitation August 2015 - Present
Fidelity Investments April 2015 - Present
Muscular Dystrophy Association March 2015 - Present
Rex Healthcare October 2006 - December 2014
The Maplewood Nursing & Rehabilitation June 1995 - February 2006
Skills
Healthcare, Fundraising, Event Planning, Community Outreach, Program Development, Customer Service, PowerPoint, Microsoft Office, Leadership Development, Microsoft Word, Team Building, Microsoft Excel, Outlook, Case Managment, Coaching
Education
University of Phoenix 2012 — 2014
Bachelor of Business Administration (BBA), Health/Health Care Administration/Management, 3.07
Wake Technical Community College 2008 — 2011
Certification, Notary Public
Monroe Community College 2002 — 2005
A.S., Business Andministration
Heather Nunes's Fidelity Investments Experience September 2001 - October 2002
Job Customer Care Representative at ATRIUM STAFFING L’OREAL
Industry Retail
Experience
L'Oréal August 2014 - Present
Linde North America November 2012 - August 2014
Novartis October 2010 - October 2012
Novartis Phar October 2011 - August 2012
Linde LLC 2012 - 2012
Macy's September 2010 - October 2011
Fidelity Investments September 2001 - October 2002
Skills
Internal Audit, Compliance, Credit Risk, Risk Assessment, Software Documentation, Auditing, Training, SharePoint, Visio, Finance, Accounting, Technical Writing, Process Improvement, Analysis, Strategy, Internal Controls, Business Process..., Risk Management, Financial Risk, Due Diligence, Leadership, Business Process, Business Development, Financial Analysis, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Project Management, Insurance, Business Analysis, Management, Management Consulting, Budgets
Education
NJIT 1994 — 1997
Master of Science (M.S.), Management/Finance
Montclair State University 1980 — 1983
Business Administration and Management, General
L'Oréal August 2014 - Present
Linde North America November 2012 - August 2014
Novartis October 2010 - October 2012
Novartis Phar October 2011 - August 2012
Linde LLC 2012 - 2012
Macy's September 2010 - October 2011
Fidelity Investments September 2001 - October 2002
Skills
Internal Audit, Compliance, Credit Risk, Risk Assessment, Software Documentation, Auditing, Training, SharePoint, Visio, Finance, Accounting, Technical Writing, Process Improvement, Analysis, Strategy, Internal Controls, Business Process..., Risk Management, Financial Risk, Due Diligence, Leadership, Business Process, Business Development, Financial Analysis, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Project Management, Insurance, Business Analysis, Management, Management Consulting, Budgets
Education
NJIT 1994 — 1997
Master of Science (M.S.), Management/Finance
Montclair State University 1980 — 1983
Business Administration and Management, General
Aynsley Lang's Fidelity Investments Experience April 2007 - June 2015
Job Recruiting Coordinator at Deloitte
Industry Human Resources
Experience
Deloitte June 2015 - Present
Fidelity Investments April 2007 - June 2015
Fidelity investments April 2007 - June 2015
2005-2007 American Eagle October 2005 - April 2007
2004-2005Justice & Young Public Relations June 2004 - March 2005
Skills
Financial Services, Insurance, Leadership, Marketing, Retirement, 401k, Investments, Strategic Financial..., Series 63, Retirement Planning, Mutual Funds
Education
2010 Xavier University 2008 — 2010
Masters, Human Resources Development
Morehead State University 2000 — 2004
Bachelors, Communication
Deloitte June 2015 - Present
Fidelity Investments April 2007 - June 2015
Fidelity investments April 2007 - June 2015
2005-2007 American Eagle October 2005 - April 2007
2004-2005Justice & Young Public Relations June 2004 - March 2005
Skills
Financial Services, Insurance, Leadership, Marketing, Retirement, 401k, Investments, Strategic Financial..., Series 63, Retirement Planning, Mutual Funds
Education
2010 Xavier University 2008 — 2010
Masters, Human Resources Development
Morehead State University 2000 — 2004
Bachelors, Communication
Nahid Shahidi's Fidelity Investments Experience October 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Jack Henry & Associates September 2009 - August 2011
Skills
PowerPoint, Research, Access, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Process Improvement, Windows, Software Documentation, Public Speaking, Banking, Outlook, Marketing, Event Planning, Business Analysis, English, Social Media, Databases, Photoshop, Teamwork, Management, Customer Service, Vendor Management, Social Networking
Education
Strayer University (DC) 2011 — 2013
Master of Business Administration (MBA), Finance, 4.0
Montclair State University 2004 — 2008
Bachelor of Science (B.S.), Biology, General, 3.0
Fidelity Investments October 2012 - Present
Jack Henry & Associates September 2009 - August 2011
Skills
PowerPoint, Research, Access, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Process Improvement, Windows, Software Documentation, Public Speaking, Banking, Outlook, Marketing, Event Planning, Business Analysis, English, Social Media, Databases, Photoshop, Teamwork, Management, Customer Service, Vendor Management, Social Networking
Education
Strayer University (DC) 2011 — 2013
Master of Business Administration (MBA), Finance, 4.0
Montclair State University 2004 — 2008
Bachelor of Science (B.S.), Biology, General, 3.0
Kenneth Kislak's Fidelity Investments Experience June 2014 - Present
Job Analyst Level 4 at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments March 2011 - June 2014
AIG September 2006 - October 2009
Ernst & Young October 2004 - July 2006
Merrill Lynch September 1993 - February 2004
United States Marine Corps February 1987 - April 1993
United Jersey Bank 1988 - 1993
Skills
Financial Reporting, Accounting, Hyperion, PeopleSoft, Financial Analysis, Financial Modeling, Compliance, Auditing, Reconciliation, Tax, Investments, Financial Planning, Variance Analysis, General Ledger, Internal Controls, Account Reconciliation, Valuation, Fixed Assets, Financial Control, Financial Accounting, Strategic Financial..., Analysis, Fixed Income, Mutual Funds, Bloomberg, Securities, Finance, Microsoft Excel, Financial Statements, Options, Sarbanes-Oxley Act, Accounts Receivable, Insurance, Hyperion Enterprise, Financial Audits
Education
Montclair State University 2004 — 2010
Bachelors of Science, Finance
Fidelity Investments June 2014 - Present
Fidelity Investments March 2011 - June 2014
AIG September 2006 - October 2009
Ernst & Young October 2004 - July 2006
Merrill Lynch September 1993 - February 2004
United States Marine Corps February 1987 - April 1993
United Jersey Bank 1988 - 1993
Skills
Financial Reporting, Accounting, Hyperion, PeopleSoft, Financial Analysis, Financial Modeling, Compliance, Auditing, Reconciliation, Tax, Investments, Financial Planning, Variance Analysis, General Ledger, Internal Controls, Account Reconciliation, Valuation, Fixed Assets, Financial Control, Financial Accounting, Strategic Financial..., Analysis, Fixed Income, Mutual Funds, Bloomberg, Securities, Finance, Microsoft Excel, Financial Statements, Options, Sarbanes-Oxley Act, Accounts Receivable, Insurance, Hyperion Enterprise, Financial Audits
Education
Montclair State University 2004 — 2010
Bachelors of Science, Finance
Rose Salisbury's Fidelity Investments Experience May 2006 - Present
Job Corporate Security at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2006 - Present
Education
University of Massachusetts at Lowell 2000 — 2004
Criminal Justice
Monroe Community College
Fidelity Investments May 2006 - Present
Education
University of Massachusetts at Lowell 2000 — 2004
Criminal Justice
Monroe Community College
Deborah Reynoso's Fidelity Investments Experience May 1996 - September 2005
Job Academic Services Coordinator at Montclair State University
Industry Higher Education
Experience
Montclair State University November 2008 - Present
Fidelity Investments May 1996 - September 2005
Skills
Career Counseling, Academic Advising, Higher Education, Student Development, Student Affairs, College Teaching, Program Development, Academia, Student Engagement, Curriculum Design
Education
Montclair State University 2005 — 2008
Master of Arts (MA), Counseling
St. John's University 1991 — 1996
Bachlor of Science (BS), Criminal Justice
Montclair State University November 2008 - Present
Fidelity Investments May 1996 - September 2005
Skills
Career Counseling, Academic Advising, Higher Education, Student Development, Student Affairs, College Teaching, Program Development, Academia, Student Engagement, Curriculum Design
Education
Montclair State University 2005 — 2008
Master of Arts (MA), Counseling
St. John's University 1991 — 1996
Bachlor of Science (BS), Criminal Justice
Alla Grinshteyn's Fidelity Investments Experience December 2014 - Present
Job Data Analyst and Mainframe Developer at Fidelity Investments/Veritude
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard July 1999 - August 2014
EDS November 1998 - June 1999
Skills
Agile Methodologies, COBOL, DB2, Mainframe, Program Management, Requirements Analysis, SDLC, SQL, Software Development, System Testing, Testing
Education
Moscow State University of Civil Engineering (MSUCE)
Bachelor's degree
State University of Moscow
Bachelor of Science (B.S.), Computer Science
Fidelity Investments December 2014 - Present
Vanguard July 1999 - August 2014
EDS November 1998 - June 1999
Skills
Agile Methodologies, COBOL, DB2, Mainframe, Program Management, Requirements Analysis, SDLC, SQL, Software Development, System Testing, Testing
Education
Moscow State University of Civil Engineering (MSUCE)
Bachelor's degree
State University of Moscow
Bachelor of Science (B.S.), Computer Science
Brad Kohls's Fidelity Investments Experience December 2004 - May 2006
Job Assistant Branch Manager at Citizens Bank of Northern KY
Industry Banking
Experience
Citizens Bank of Northern KY June 2006 - December 2012
Fidelity Investments December 2004 - May 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet, Windows 7, Auditing, Retail Banking, Mortgage Lending, Series 7, Series 63, Customer Service, Customer Retention, Problem Solving, Hiring Employees, Interviewing Skills, Management, Business Development
Education
Morehead State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Citizens Bank of Northern KY June 2006 - December 2012
Fidelity Investments December 2004 - May 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet, Windows 7, Auditing, Retail Banking, Mortgage Lending, Series 7, Series 63, Customer Service, Customer Retention, Problem Solving, Hiring Employees, Interviewing Skills, Management, Business Development
Education
Morehead State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Grant Jennings's Fidelity Investments Experience February 2008 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2008 - Present
Skills
Series 7, 63, 66
Education
Morehead State University 2003 — 2007
Bachelor's degree, Business Administration
Fidelity Investments February 2008 - Present
Skills
Series 7, 63, 66
Education
Morehead State University 2003 — 2007
Bachelor's degree, Business Administration
Kimberly Whaley's Fidelity Investments Experience November 1999 - June 2006
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Citi Personal Wealth Management July 2007 - October 2013
Fidelity Investments November 1999 - June 2006
Education
Thomas More College 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morehead State University 1994 — 1998
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Elementary Special Education Programs
Wells Fargo Advisors, LLC October 2013 - Present
Citi Personal Wealth Management July 2007 - October 2013
Fidelity Investments November 1999 - June 2006
Education
Thomas More College 2003 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morehead State University 1994 — 1998
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Elementary Special Education Programs
David Bowkamp's Fidelity Investments Experience May 2013 - January 2014
Job Higher Education Administration Student
Industry Higher Education
Experience
Fidelity Investments May 2013 - January 2014
Northern Kentucky University September 2010 - May 2013
Xavier University September 2008 - December 2009
Four Oaks Landscaping May 2007 - August 2008
Skills
Research, Customer Service, Public Relations, Microsoft Applications, Golf, Communication, Academic Advising, Academic Administration, Time Management, Microsoft Office
Education
Morehead State University 2014 — 2015
Master's Degree, Higher Education/Higher Education Administration
Northern Kentucky University 2010 — 2013
Bachelor of Science (BS), History
Xavier University 2008 — 2009
Fidelity Investments May 2013 - January 2014
Northern Kentucky University September 2010 - May 2013
Xavier University September 2008 - December 2009
Four Oaks Landscaping May 2007 - August 2008
Skills
Research, Customer Service, Public Relations, Microsoft Applications, Golf, Communication, Academic Advising, Academic Administration, Time Management, Microsoft Office
Education
Morehead State University 2014 — 2015
Master's Degree, Higher Education/Higher Education Administration
Northern Kentucky University 2010 — 2013
Bachelor of Science (BS), History
Xavier University 2008 — 2009
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank