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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Waters Corporation October 2015 - Present
KICVentures, LLC December 2014 - October 2015
SpineFrontier, Inc. July 2013 - October 2015
Chunky's Cinema Pub January 2012 - July 2013
Sodexo November 2006 - January 2012
Fidelity Investments May 2006 - November 2006
Skills
Human Resources, Recruiting, Management, Leadership, Training, Customer Service, Microsoft Office, Team Building, Account Management, Coaching, Microsoft Excel, Public Speaking, Social Media, Payroll
Education
Southern New Hampshire University 2008 — 2013
M.S. Organizational Leadership, Human Resources
Plymouth State University 2003 — 2006
Bachelor of Science, Business Administration
Northern Essex Community College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Pelham High School 1996 — 2000
General Studies
Sirius XM Connected Vehicle Systems October 2013 - Present
Rent-A-Center February 2010 - June 2013
IBM Global Services October 1999 - April 2009
Nissan Motor Acceptance Corporation January 1992 - September 1999
Fidelity Investments May 1987 - December 1991
Skills
SDLC, Vendor Management, PMP, Project Management, CMMI, Quality Assurance, Software Development, Business Analysis, Software Quality..., Enterprise Software, Data Warehousing, Security, Risk Management, IT Management, Information Technology, Software Project..., Leadership, Visio, PMO, Integration
Education
Northern Illinois University
B.S., Computer Science
The University of Dallas
MBA, Management Information Systems
Financial Engines September 2013 - Present
Self employed September 2012 - September 2013
Fidelity Investments November 2011 - September 2012
USAA February 2007 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Retirement Planning, Estate Planning, Investments, Risk Management, Financial Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Insurance, Strategic Financial..., Financial Planners, Series 7, Finance, Retirement, Mutual Funds, Wealth Management, Financial Goals, Fixed Annuities, Asset Allocation, 401k, Securities, Uniform Combined State..., Financial Advisory, Life Insurance, FINRA, Series 65, Asset Management, Portfolio Management, Wealth Management..., Investment Management, IRAs, Financial Services, Savings, Wealth, Long-term Care, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Pensions, Variable Annuities, Term Life Insurance, Bonds, ETFs, Personal Financial..., High Net Worth..., 529 Plans, Roth IRA, College Savings Plans
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Business Management
Henderson High School 1995 — 1999
Fidelity Investments July 2013 - Present
Kroger June 2010 - June 2013
Skills
ASP.NET, C#, ColdFusion, CSS, HTML, Java, JavaScript, SQL, Erwin, Databases, Eclipse, Visual Studio, Atlassian JIRA, Tortoise SVN, CVS, Dreamweaver, Flash, Photoshop, Access, Visio, Microsoft Office, Microsoft Excel, Outlook, MS Project, Microsoft SQL Server, Microsoft Word, Business Analysis, Visual Basic, PowerPoint, Data Analysis, Team Leadership, Windows, SharePoint, Customer Service, Process Improvement, Testing, Quality Assurance, Quality Center, Test Planning, JIRA, Test Cases, Regression Testing, Subversion, Database Design, MySQL, .NET
Education
Northern Kentucky University 2015 — 2016
Master of Science (MS), Computer Information Technology, GPA: 3.933 / 4.0
University of Cincinnati College of Business 2010 — 2013
Bachelor of Business Administration, Information Systems and Operations Management, GPA: 3.7 / 4.0
Lakota West High School 2006 — 2010
Cambridge Associates May 2014 - Present
Fidelity Investments January 2014 - May 2014
Fidelity Charitable October 2012 - January 2014
Johnson and Borenstein, LLC February 2012 - May 2012
The Law Offices of Melissa Cordon, P.A. August 2011 - November 2011
Greater Boston Legal Services March 2011 - August 2011
Middlesex Probate and Family Court August 2010 - November 2010
Skills
Legal Writing, Nonprofits, Due Diligence, Fundraising, Public Speaking, Community Outreach, Policy Analysis, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, PowerPoint, Negotiation, Social Media, Litigation, Event Planning, Employment Law, Intellectual Property, Civil Litigation, Leadership, Customer Service
Education
Northeastern University School of Law 2009 — 2012
Jace Solutions August 2011 - Present
Fidelity Investments October 2009 - November 2010
Kendle International, Inc. June 2008 - August 2009
Fidelity Investments September 2004 - May 2008
Skills
Web Design, Reporting & Analysis, Web Hosting, Graphic Design, Promotions, Email Marketing, Website Development, E-commerce, Project Management, Kaizen, Consulting, Customer Service, Compliance, Photoshop, Microsoft Excel, Microsoft Publisher, Adobe Premiere, Joomla, Magento, SnagIt, Risk Management, Six Sigma, Event Planning, Sales
Education
Northern Kentucky University 2004 — 2008
Bachelor of Science (BS), Economics and Business Administration
Darwinian Method, Inc. 2005 - Present
Vintage Promotions, Inc. September 2001 - January 2005
Fidelity Investments 2000 - 2001
Alliance Capital Management 1999 - 2000
Aetna 1997 - 1999
Zurich Scudder Investments 1995 - 1997
Kemper Funds 1992 - 1995
Skills
Mutual Funds, New Business Development, Investments, Sales, Business Development, Marketing Strategy, Retirement Planning, Sales Operations, Financial Services, Relationship Management, Insurance, Strategic Financial..., Series 7, Financial Analysis, Small Business, Retirement, 401k, Wealth Management, Asset Allocation, Risk Management, Asset Management, Investment Advisory
Education
Northern Illinois University - College of Business 1987 — 1991
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Simmons College of Kentucky August 2014 - Present
St. Stephen Family Life Center, Inc. December 2010 - Present
Educate Online, Inc. September 2007 - March 2010
Fidelity Investments September 2003 - May 2005
Skills
Customer Service, Community Outreach, PowerPoint, Public Speaking, Leadership, Nonprofits, Program Development, Workshop Facilitation, Strategic Planning, Event Planning, Fundraising, Leadership Development, Marketing Communications, Non-profits, Budgets, Coaching, Microsoft Office, Marketing, Career Counseling, Grant Writing, Teaching, Social Media, Policy, Grants, Event Management, Community Development, Recruiting, Organizational..., Volunteer Management, Sales, Team Building, Process Improvement, Microsoft Excel, Project Management, Conflict Resolution, Program Management, Research, Training, Staff Development, Social Networking, Human Resources, Higher Education, Public Relations, Management, Employee Relations, Marketing Strategy
Education
Spalding University 2008 — 2013
Doctor of Education, Leadership Education
Spalding University 2007 — 2008
Mastor of Science, Business Communication
Northern Kentucky University 2001 — 2005
Bachelor of Science, Psychology
Louisville Male High School 1997 — 2001
Littler Mendelson May 2014 - Present
Susman Godfrey LLP August 2008 - March 2014
Thompson & Knight LLP 2007 - 2008
Bickel & Brewer September 2003 - May 2007
Kelly M. Davis & Associates February 2002 - March 2003
Fidelity Investments 1998 - 2001
Skills
Litigation Support, Class Actions, Relativity, Courts, Securities Litigation, Toxic Tort, Appeals, Legal Writing, Legal Assistance, Personal Injury, Intellectual Property, Mediation, Competition Law, Dispute Resolution, Business Litigation, Trials, Commercial Litigation, Legal Research
Education
Sotheastern Paralegal 2001 — 2001
Paralegal Certificate, Law
Northern Illinois University 1990 — 1994
BA, Psychology
Retirement Advisors of America September 2003 - Present
First Horizon Home Loans July 2000 - June 2002
Fidelity Investments September 1991 - June 2000
Pitney Bowes January 1990 - August 1991
Dillards January 1987 - December 1988
First Investors September 1984 - December 1987
Education
The University of Dallas
Master of Business Administration (M.B.A.), Financial Planning and Services, 4.0 Highest Honors
Northern Illinois University
Bachelor's Degree, Finance, General
Johnson & Johnson May 2013 - Present
Philips Healthcare June 2008 - May 2013
Johnson & Johnson August 2006 - October 2007
Independent Consultant May 2003 - August 2006
Payroll Partners November 2002 - May 2003
Adecco July 1993 - November 2002
Fidelity Investments 1997 - 2000
Skills
Talent Advisor, Talent Management, Career Strategist, Sales, Healthcare Industry, Medical Devices, Workforce Planning, Healthcare, Leadership, Sales Operations, Internet Recruiting, Account Management, Product Launch, Talent Acquisition, Executive Sales..., Sourcing, Pharmaceutical Sales, Executive Search, Networking, Building Relationships, Employee Engagement, Management, Recruiting, Interviews
Education
Northern Kentucky University 1988 — 2008
BA, Psychology and Organizational Leadership
YMCA of greater cincinnati June 2014 - Present
YMCA June 2014 - Present
Girl Scouts of the USA September 2010 - November 2010
Bard 2006 - 2007
Internal Revenue Service January 2005 - May 2005
Fidelity Investments September 1999 - September 2000
Fresenius Medical Care February 1996 - June 1997
Skills
Payments, Account Reconciliation, Accounting, Customer Service, Journal Entries, Employee Benefits, Benefits Administration, 401k Rollovers, 401k, Budget Management, Fundraising, Volunteer Recruiting, Event Planning
Education
UMass Lowell 1993 — 1995
Bachelor's degree, Accounting and Business/Management
Northern Essex Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
Fidelity Investments July 2015 - Present
Fidelity Investments August 2012 - June 2015
Fidelity Investments October 2010 - August 2012
Fidelity Investments May 2006 - October 2010
Fidelity Investments June 2002 - May 2006
Skills
Retirement Planning
Education
Northern Kentucky University 2001 — 2006
BS, Finance, Sports Business
Holy Cross High School (Covington, KY) 1997 — 2001
Revel Systems iPad POS April 2015 - Present
American Airlines April 2014 - October 2014
Buchanan Technologies April 2013 - January 2014
Heartland Payment Systems April 2012 - February 2013
NCR Corporation October 2003 - February 2012
Apigent Solutions \ eMac Digital January 1999 - March 2003
Fidelity Investments December 1995 - January 1999
Skills
Quality Assurance, Product Management, Competitive Analysis, Segmentation, SaaS, Enterprise Software, Enterprise Portals, UI/UX design, Requirements Gathering, Functional..., Retail Solutions, Customer Relations, Full SDLC, Wire Framing, Project Management, Strategic Roadmaps, POS, CRM, Requirements Analysis, Agile Methodologies, Troubleshooting, Cross-functional Team..., Customer Service, Software Development, Integration, Data Analysis, Business Analysis, Cloud Computing, Strategy, Business Process, E-commerce, SDLC
Education
Northern Illinois University
Bachelor of Science, Marketing
Fidelity Investments February 2015 - Present
Collora LLP August 2014 - January 2015
Collora LLP December 2013 - February 2014
Stern Shapiro Weissberg & Garin May 2013 - August 2013
U.S. Attorney's Office for the District of Massachusetts - Civil Division November 2012 - February 2013
Middlesex Probate and Family Court May 2012 - August 2012
C&C Consulting Engineers, LLC August 2009 - July 2011
Handel and Haydn Society May 2008 - August 2008
Boston Early Music Festival May 2007 - July 2007
Skills
Legal Writing, Research, Government, Public Speaking, Legal Research, Motions, Courts, Westlaw, Appeals, Criminal Law, Marketing, Proposal Writing, Civil Litigation, Lexis, Legal Issues
Education
Northeastern University School of Law 2011 — 2014
Juris Doctor
Tufts University 2005 — 2009
Bachelor of Arts, Economics, Music
Queen Mary, U. of London 2008 — 2008
Study Abroad, International Finance, European Architecture
North Andover High School 2001 — 2005
Valedictorian
Daley, Cottingham & Associates PLLC January 2010 - Present
Parry Deering Futscher & Sparks, P.S.C. 2006 - 2010
Kenton County Attorney's Office 2005 - 2006
Joseph P. Cottingham, Attorney at Law 2003 - 2005
Cottingham True Value Hardware 1996 - 2003
Fidelity Investments 1992 - 1996
Skills
Licensing, Class Actions, Trials, Litigation, Commercial Litigation, Legal Research, Legal Writing, Securities, Litigation Support, Competition Law, Dispute, Contract Negotiation, Securities Regulation, Arbitration, Corporate Governance, Mediation, Courts
Education
Northern Kentucky University—Salmon P. Chase College of Law 1999 — 2002
Juris Doctor, Law
Northern Kentucky University 1991 — 1994
Bachelor of Science (BS), Finance, General
Fidelity Investments March 2012 - Present
Chase Investment Services Corporation April 2011 - March 2012
New England Financial May 2008 - April 2011
Skills
Investments, Finance, Series 7, Retirement Planning, Financial Planning, Portfolio Management, Series 63, Customer Service, Wealth Management, Securities
Education
University of Iowa 2004 — 2008
B.A, Economics
Northern Illinois University
Master of Business Administration (M.B.A.)
Total Quality Logistics January 2013 - Present
Time Warner Cable Business Class January 2012 - December 2012
Insight Communications March 2011 - December 2011
TJC, Inc. March 2010 - October 2010
Fidelity Investments June 2002 - June 2009
Skills
Salesforce.com, Sales Operations, Direct Sales, Account Management, Sales, Sales Process, B2B, Cold Calling, Marketing, Customer Retention, Telecommunications, Call Centers, Networking, Negotiation, Selling, Human Resources, Customer Satisfaction, Logistics, Humility, Empathy
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science (B.S.), Labor and Industrial Relations, 3.15
Northern Kentucky University 2001 — 2006
Bachelor of Science (B.S.), Organizational Leadership, 3.15
Simon Kenton High School
Blue Buffalo Co July 2015 - Present
Hopeful Heights Investments, LLC December 2014 - Present
Fidelity Investments September 2012 - November 2014
MarketSource Inc. July 2010 - September 2012
Citi March 2012 - August 2012
ActionLink November 2006 - December 2010
Northern Kentucky University May 2010 - July 2010
Dermatology Associates October 2009 - March 2010
Prevent Blindness February 2008 - July 2008
Northern Kentucky University August 2003 - August 2006
Skills
Event Planning, Training & Development, Leadership, Customer Service, Management, Sales, Budgets, Marketing, Sales Operations, Time Management, Recruiting, Public Speaking, Fundraising, Interviews, Scheduling, SPSS, Case Management, Siebel, Time & Attendance, WordPress, Live Channel Reporting, nGenera, Outstanding Customer..., Business Development, FBSI mainframe, Stock Trading, XTRAC, Foreign Exchange, Anti Money Laundering, Bank Wires (Foreign &..., Mutual Funds, Microsoft Excel, Microsoft Word, PowerPoint, Windows 7, Microsoft Publisher, Community Engagement, Fdot, Moxie, Social Media, Social Networking, Event Management, Sales Management
Education
Northern Kentucky University 2002 — 2008
Bachelor's Degree, English
Cardinal Solutions November 2010 - Present
Cardinal Solutions October 2009 - November 2010
Fidelity Investments July 2005 - October 2009
Fidelity Investments March 1999 - July 2005
Convergys June 1996 - March 1999
Ohio National Life Insurance December 1989 - June 1996
Union Central Life Insurance January 1988 - December 1989
Skills
SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Agile Methodologies, SQL
Education
Northern Kentucky University 1983 — 1987
BS, Information Systems: Minor in Mathematics
Fidelity Investments April 2015 - Present
Bank of America October 2013 - January 2015
Weaver Street Market January 2013 - January 2015
BlueCross BlueShield of North Carolina June 2012 - October 2013
Violent Orchid, LLC April 2010 - September 2012
BlueCross BlueShield of North Carolina June 2011 - June 2012
BlueCross BlueShield of North Carolina September 2004 - June 2011
Morpheus Rising January 2004 - March 2005
CSC / Hyatt Hotels & Resorts October 2000 - December 2003
SeaquistPerfect Dispensing, LLC May 1996 - October 2000
Skills
Cross-functional Team..., Program Management, Project Management, Scrum, Enterprise Software, Strategic Planning, Health Insurance, Agile Project Management, Leadership, Business Strategy, Healthcare Information..., Certified Project..., MS Project, Strategy Development, Customer Insight, Focus Groups, Computer Science, Situational Leadership, Enterprise Risk..., Entrepreneurial..., Social Networking, Photography, Project Execution, Innovative Thinking, SaaS, Agile Coaching, Mentoring, Professional Mentoring, Executive Communications, Issues Management, Board Presentations, Conflict Management, Financial Planning, Brand Architecture, Enterprise Systems, Global Sourcing, Global Business..., Corporate Social..., Scuba Diving, Business Optimization, Special Projects, Space Systems, Spacecraft, Product Launch, Outsourcing Advisory, Distributed Systems, Social Innovation, Market Opportunity..., RTC, Rally
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MBA, Business
Northern Illinois University 1997 — 1999
BS, Computer Science
Collaborative Consulting April 2014 - Present
Fidelity Investments February 2012 - April 2013
Fidelity Investments February 2009 - June 2010
Fidelity Investments February 2003 - February 2009
Fidelity Investments November 1999 - February 2003
Fidelity Investments March 1997 - November 1999
Fidelity Investments April 1996 - March 1997
Fidelity Investments June 1992 - March 1996
The Shareholder Services Group December 1990 - June 1992
Mellon Financial February 1984 - December 1990
Skills
Process Improvement, Organizational..., Organizational..., Collaborative, Change Management, Software Project..., Management, Project Management, Quality Assurance, Team Leadership, Program Management, Testing, Project Portfolio..., Vendor Management, Software Development, Business Analysis, SDLC, SQL, Analysis, IT Strategy, Leadership, Risk Management, ITIL, System Administration, Security, Requirements Analysis, Collaboration, Enterprise Architecture, Integration, Agile Methodologies, Requirements Gathering, Visio, Financial Services, Business Process..., IT Management, Agile Project Management, Systems Analysis, Waterfall, Business Intelligence, Business Requirements, Release Management, Resource Management, Governance, PMP, SOA, Outsourcing, Business Process, Disaster Recovery, SharePoint, Data Warehousing
Education
Lowell Technological Institute 1971 — 1975
BS, Mathematics
PMI 2012 — 2012
Certificate, Microsoft Project, Pass
Northern Essex Community College 2011 — 2012
Project Management Certificate, PMI Project Management, Pass
Fidelity Investments Training Programs 2000 — 2010
N/A
Therapy Advantage of Cincinnati August 2014 - Present
Concept Rehab @ Madonna Manor August 2013 - Present
Functional Pathways @ Providence Pavilion February 2012 - Present
Functional Pathways @ Glendale Place Care Center September 2011 - March 2014
Bridgewell Hospital of Cincinnati September 2013 - January 2014
Fidelity Investments May 1996 - May 2009
ADP Dealer Services December 1994 - May 1996
PNC Bank October 1981 - August 1994
Skills
Access, DB2, Management, SQL, JCL, SDLC, VSAM, Software Development, Rehab Optima, Business Analysis, Customer Service, Databases, Software Documentation, Risk Management, Process Improvement, Project Management
Education
Brown Mackie College 2009 — 2011
Associates of Applied Science, Occupational Therapy Assisting
Ohio University Midwest Trust School 1994 — 1994
Introductory Trust Certification, Trust Business
Northern Kentucky University 1984 — 1989
Applied Science, Business Administration
RE/MAX Affiliates February 2008 - Present
Huff Realty February 2005 - February 2008
Fidelity Investments April 1998 - May 2003
Skills
ABR, Relocation, New Home Sales, First Time Buyers, Buyer Representation, Green, 203k Specialist
Education
Northern Kentucky University 1992 — 2000
Bachelors, Marketing
Valparaiso High School 1988 — 1992
Fidelity Investments December 2013 - Present
Fidelity Investments March 2012 - December 2013
Fidelity Investments June 2007 - March 2012
Fidelity Investments June 2007 - June 2008
Starbucks June 2006 - January 2007
Starbucks August 2002 - June 2006
Skills
Training, Leadership, Project Management, Process Improvement, Microsoft Office, PowerPoint, Editing, Design Thinking, Time Management, Captivate, Early Adopter, Social Media, Social Networking, Research, Customer Experience, Brainshark, Needs Analysis, Critical Thinking, Analysis, Educational Assessment, Program Evaluation, ADDIE, Instructional Design
Education
University of North Florida - College of Business Administration 2008 — 2010
MBA, Business
University of North Florida 2005 — 2007
Bachelor of Arts, English
Northern Kentucky University 2002 — 2004
Bachelor of Arts, English
EQUUS Interactive April 2015 - Present
OLINSolutions, Inc. November 2001 - Present
Sunera Technologies May 2014 - August 2014
Mokum Solutions November 2013 - April 2014
Oracle Corporation April 2007 - November 2013
Sun Microsystems September 2005 - April 2007
Fidelity Investments January 2003 - August 2005
ILOG, Inc. January 2002 - January 2003
Ecensity Corporation August 2001 - November 2001
Xevo Corporation April 2001 - August 2001
Skills
SOA, Java, Oracle, XML, Web Services, Databases, Linux, JMS, Scalability, Eclipse, .NET, LDAP, Windows, Oracle VM, Oracle Enterprise Linux, Oracle Fusion Middleware, Weblogic, Integration, Enterprise Architecture, Oracle B2B, Oracle SOA Suite, Oracle BPM Suite, Oracle WebCenter, Oracle Coherence, WebCenter, Suite, Business Process..., Enterprise Software, SaaS, Unix, Solution Selling, Cloud Computing, Software Development, Business Intelligence, Business Process, Java Enterprise Edition, Product Management, Architecture, Strategy, IT Strategy, Virtualization, Pre-sales, Professional Services, Solaris, ERP, Middleware, EAI, Security, Consulting, Technology Evangelist
Education
EA Principals 2014 — 2014
TOGAF 9.1 Certification
Business Rule Solutions, LLC. 2013 — 2013
Business Analysis with Business Rules
Northern Illinois University 1976 — 1980
Computer Science
INSOFE - International School of Engineering
CSE 7304co Engineering Big Data with R and Hadoop Ecosystem
Peta Ideas
Hadoop
Kao Corp. June 2014 - Present
GZ Properties LLC December 2009 - Present
Loyal Green Lawn Care December 2008 - February 2015
Fidelity Investments June 2008 - May 2014
MWZ Scholarship Fundraiser April 2008 - December 2009
Skills
Marketing, Leadership, Analysis, Marketing Strategy, Investments, Sales, Social Media Marketing, Strategy, Time Management, Marketing Research, Proposal Writing, Entrepreneurship, Social Media, Oral & Written..., Management, Marketing Communications
Education
Xavier University 2011 — 2013
Williams College of Business, Master of Business Administration (MBA)
Northern Kentucky University 2003 — 2008
Haile/US Bank College of Business, Bachelors in Marketing
Fidelity Investments January 2011 - Present
Fidelity Investments May 2006 - December 2010
The Kroger Company October 2005 - April 2006
Thomas More College June 2003 - December 2005
Duke Energy March 2004 - September 2004
Skills
Databases, HTML, Web Applications, JavaScript, Web Development, ASP.NET, Management, Networking, VBScript, Computer Hardware, PowerPoint, ColdFusion, Business Analysis, SQL, Vendor Management
Education
Northern Kentucky University 2007 — 2011
MS, Business Informatics
Thomas More College 2003 — 2007
BA, Computer Information Systems
Blue Birch Solutions, LLC August 2013 - Present
New Hampshire Republican State Committee June 2012 - December 2012
TIAA-CREF August 2011 - December 2011
Calabria Properties, LLC December 2009 - August 2011
Fidelity Investments May 2007 - October 2009
ADP (Scudder) July 2001 - April 2007
Deutsche Bank (Scudder) July 2000 - July 2001
Zurich Scudder Investments July 1999 - June 2000
Scudder Investments July 1997 - June 1999
Skills
SDLC, Business Process, Business Analysis, Leadership, Sales, Team Building, Program Management, Process Improvement, CRM, Vendor Management, Software Documentation, Business Process..., Risk Management, Cross-functional Team..., Visio, Project Management
Education
Southern New Hampshire University 1993 — 1995
BS, Business Administration
Northern Essex Community College
Associate of Arts (AA), Music
OrthoCare Medical Equipment LLC December 2013 - Present
Occam Solutions, Inc November 2010 - 2012
Fidelity Investments 2007 - 2009
Axcelis Technologies (Eaton) January 1996 - January 2007
Curtin Matheson Scientific (Fisher Sci) January 1986 - January 1996
New Balance Athletic Shoe June 1982 - September 1985
Skills
Continuous Improvement, Performance Improvement, Key Performance..., Staff Development, Staff Management, Operations Management, Lean Manufacturing, Program Management, Project Management, Six Sigma, CMMI, MRP, ISO, Sarbanes-Oxley, Quality Assurance, Call Center, Call Control, Outsourced HR Services, Customer Service, Customer Satisfaction, Contingency Planning, Recruiting, Coaching, Training, Change Management, Team Building, Team Leadership, Problem Solving, Data Analysis, Risk Management, Procurement, Inventory Management, Supply Chain Management, Call Centers, Software Documentation, Human Resources, Analysis, Strategy, Project Planning, Management, Logistics, Strategic Planning, Policy, Cross-functional Team...
Education
Timberlane Regional High School 1978 — 1981
Diploma, Business Studies
New Hampshire Technical College
Course work, Electrical Engineering
Northern Essex Community College
Course work, Business Management
Fidelity Investments May 2009 - Present
Fidelity Investments July 2000 - May 2009
Planned Parenthood of Cincinnati Ohio September 1997 - July 2000
Fidelity Investments September 1993 - July 1997
Fidelity Investments April 1991 - September 1993
Fidelity Investments September 1987 - April 1991
Education
Career Certifications 1987 — 2009
NA, IT Management, Finanical, Process Improvement
Northern Kentucky University 1995 — 2000
Senior, Information Technology and English/Technical Writing
Spring Grove Cemetery & Arboretum January 2014 - Present
Puritan Financial Group July 2010 - October 2013
Fidelity Investments 1997 - 2008
Fidelity Investments 1997 - 2008
Skills
Process Improvement, PMP, Cross-functional Team..., Six Sigma, Project Management, Operations Management, Business Analysis, Financial Analysis, Risk Management, Business Process..., Insurance, SDLC, Visio, Change Management, Forecasting, Consulting, Requirements Analysis, Data Analysis, Analysis, Business Intelligence
Education
Northern Kentucky University 2006 — 2008
working towards a Bachelor's degree, Organizational Leadership
Southern Ohio College 1987 — 1989
AA, Accounting
Campbell County High School 1983 — 1987
Academic Doploma, Academics
Fifth Third Bank November 2010 - Present
MedPlus May 2009 - November 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Skills
SDLC, Software Quality..., Quality Assurance, Agile Methodologies, Testing
Education
Northern Kentucky University
BS, Computer Science
Fidelity Investments November 2013 - Present
Fifth Third Bank April 2013 - September 2013
ABS Business Products June 2012 - March 2013
The Business Backer 2013 - 2013
Fidelity Investments July 2011 - September 2011
Masters Pharmaceuticals August 2010 - May 2011
Convergys December 2008 - May 2011
The Health Alliance October 2006 - August 2008
The Health Alliance October 2006 - August 2008
Mike Albert Leasing October 2003 - August 2008
Skills
Access, Customer Service, Employee Benefits, Software Documentation, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Microsoft Word, Insurance, Office Management, Telephone Skills, CRM, Time Management, Management, Account Management, Customer Satisfaction, Call Centers, Team Building, Selling, Leadership, Training, Cold Calling, Outlook, Social Networking, Recruiting
Education
Northern Kentucky University 2006 — 2012
Bachelor, Business Administration and Marketing
Dixie Heights High School 2002 — 2006
High School Diploma, Regular/General High School/Secondary Diploma Program
Phil Lacroix & Sons, Inc. December 2011 - Present
Phil Lacroix & Sons, Inc. January 2012 - April 2014
Massachusetts General Hospital January 2009 - December 2011
Beth Israel Deaconess Medical Center March 2004 - November 2007
Fidelity Investments 2000 - 2002
Boston Medical Center (BMC) 1997 - 2000
Lahey Hospital & Medical Center September 1990 - April 1997
Lawrence General Hospital January 1980 - May 1987
Skills
Executive Management, Travel and Expense..., Travel Arrangements, Event Planning, Payroll, Accounts Payable, Accounts Receivable, Database Design, Database Administration, Web Design, Web Maintenance, Budget Monitoring, Department Budgeting, Corporate Communications, Communication Skills, Clinical Research, Published Author, Microsoft Office, Visa Procurement, Supply Management, File Management, Budgets
Education
Pentucket Regional High 1975 — 1978
Diploma, Business Administration and Management, General
Northern Essex Community College
Courses taken, Administrative Assistant and Secretarial Science, General
Accountemps, A Robert Half Company October 2013 - Present
OMEGA Processing Solutions January 2007 - October 2013
Fidelity Investments January 2006 - December 2006
Skills
Credit, Financial Analysis, Merchant Services, Management, Finance, Credit Cards, Account Management, Sales, Sales Management, Small Business Lending, Relationship Management, Financial Risk, Budgets, Risk Management, Payment Card Processing, Customer Retention, Financial Modeling, Process Improvement, Financial Reporting, Electronic Payments, Leadership, Team Building, Customer Service, Microsoft Excel, Negotiation, Payments, Accounting, Team Leadership, Outlook, Microsoft Word, Mutual Funds, Asset Management, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Cash Management, Investments, Retail Banking, Staffing Services, Temporary Staffing, Recruiting, Debit Cards
Education
Northern Kentucky University
Business Administration, Finance
EBSCO Information Services April 2013 - Present
ICONMA September 2011 - September 2012
Fidelity Investments June 1999 - March 2010
New River, Inc. 1998 - 1999
Employee Benefit Plans Administration 1989 - 1998
Skills
Software Documentation, Visio, Business Requirements, Testing, Requirements Analysis, Content Strategy, Dreamweaver, Creates content..., Conciseness, Information Architecture, Databases, Online Help, HTML, SharePoint, Technical Documentation, Requirements Gathering, Content Management, Technical Writing, Adobe Acrobat, Agile Methodologies, Usability, SDLC, Manuals, Content Development, Wireframes, Agile Project Management, User Experience, Analysis, CMS, Usability Testing, Copy Editing, Oxygen, MadCap Flare, Web Content Management, Web Content, Proofreading, Editing, User Acceptance Testing, Technical Communication, Translates voice of the..., Web development..., Dreamweaver MX,..., Rally, JIRA, Confluence
Education
NH Community Technical College 2003 — 2005
Certificate, Web Development
University of New Hampshire 1994 — 1997
B.A., English
Northern Essex Community College 1984 — 1986
A.A., Journalism
U.S. Bank February 2013 - Present
NDN Consulting September 2011 - Present
US Bank December 2011 - January 2013
Fifth Third Bank April 2005 - July 2010
Fidelity Investments June 2000 - March 2005
Skills
Business Writing, Outstanding Customer..., Financial Analysis, Sales Management, Team Management, Banking, Business Management, Editing, Mentoring, Social Networking, Microsoft Office, Strategic Planning, Public Relations, Problem Solving, Writing, Resume Writing, Cover Letters, Referrals, Decision Making, Marketing Strategy, Professional Services, Creative Writing, Customer Service, Management, New Business Development, Team Building, Fundraising, Marketing, Public Speaking, Sales, Business Development, Budgets, Time Management, Loans, Social Media, Small Business, Networking, Finance, Mortgage Lending, Financial Services, Consumer Lending, Small Business Lending, Credit, Commercial Lending, Relationship Management, Credit Analysis, Loan Origination, Commercial Banking, Insurance, Cross Selling
Education
Northern Kentucky University 1995 — 2000
BS, Marketing, Business Administration
Campbell County 1991 — 1995
INC Research December 2011 - Present
The Christ Hospital January 2011 - December 2011
Kendle International August 2009 - February 2011
Kendle International March 2007 - August 2009
Fidelity Investments April 2002 - March 2007
Belcan Staffing Solutions June 2001 - February 2002
Skills
Budgeting, Financial Planning, Proposal Writing, Contract Negotiation, Process Improvement, Budgets, Strategic Financial..., Strategy, Negotiation, Management, SDLC, Training, Contract Management, Human Resources, Accounting, Analysis, Leadership
Education
Thomas More College 2008 — 2010
MBA, Business
Northern Kentucky University 2001 — 2005
Bachelor's, Finance
Goldman Sachs July 2010 - June 2012
Fidelity Investments August 2006 - November 2008
Skills
Equities, Capital Markets, Broker-Dealer, Securities
Education
Northeastern University School of Law 2003 — 2006
JD, Law
Fidelity Investments December 2014 - June 2015
Shaheen, Pallone & Associates, P.C. June 2014 - December 2014
Daniel Dennis & Company LLP August 2013 - March 2014
University of New Hampshire January 2012 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Outlook, HTML, Mac OS X, Microsoft Powerpoint, Hyperion Planning, Hyperion EXPRT, SharePoint, Essbase, Accounting, Financial Analysis, Corporate Finance, Tutoring, PowerPoint, Qualitative Research, Higher Education, Student Affairs, Research, Data Analysis, Auditing, Financial Reporting, Financial Accounting, ProSystem fx Tax, Engagement Manager, PPC, Outlook, Access
Education
Northeastern University School of Law 2015 — 2018
University of New Hampshire - Peter T. Paul College of Business and Economics 2009 — 2013
Bachelor's Degree, Accounting and Finance, Summa Cum Laude
Lexmark Enterprise Software May 2015 - Present
Kofax June 2011 - May 2015
Kroger March 2010 - April 2011
AIG August 2008 - August 2009
Fidelity Investments November 1994 - April 2008
Skills
Program Management, Product Management, Business Process..., Business Analytics, Business Strategy, Business Analysis, Change Management, Process Improvement, Product Marketing, New Business Development, Business Intelligence, Process Engineering, Operations Management, Management Consulting, Business Process, Problem Solving, Six Sigma, Requirements Analysis, Management, Leadership, Strategic Planning, Product Development, Enterprise Software, Cross-functional Team..., Strategy
Education
Northern Kentucky University 1989 — 1991
MBA
University of Kentucky 1986 — 1990
BBA
Covington Catholic H.S. 1981 — 1985
Fidelity Investments July 2005 - Present
EMC September 2002 - July 2005
Storability January 2001 - May 2002
Fidelity Investments December 1992 - January 2001
Sprint September 1989 - December 1992
IBM July 1982 - September 1989
Skills
Operating Systems, Cloud Computing, Vendor Management, Enterprise Software, Agile Methodologies, Virtualization, Business Development, Software Development, Solution Architecture, Process Improvement
Education
Northern Arizona University 1978 — 1982
BS, Computer Science
Fifth Third Securities May 2014 - Present
Fifth Third Bank March 2013 - Present
Fifth Third Bank May 2011 - March 2013
Fidelity Investments December 2010 - May 2011
Fidelity Investments 2006 - February 2009
Fidelity Investments August 2000 - October 2006
Freshens Premium Yogurt 1993 - 1997
Education
Northern Kentucky University—Salmon P. Chase College of Law 1999 — 2004
Juris Doctor
Northern Kentucky University
B.A., Psychology
Healthcare (May 2015 - present) 2014 - Present
General Cable 2011 - 2014
Cincinnati Children's Hospital Medical Center 2007 - 2011
Toyota 2006 - 2007
Drees Homes 2000 - 2005
Fidelity Investments 1997 - 1999
Skills
Project Management, Event Management, Social Media, Public Relations, Public Speaking, Social Media Marketing, Healthcare, Epic Systems, HIM Operations, Nonprofits, Special Events, Web Design, Publishing, Press Releases, Copywriting, Advertising, Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Team Building, Mentoring, Coaching, Training, High Level Of..., Fundraising, Fund Administration, Outlook, PeopleSoft, Oracle, Prism, Facebook, Strategic Planning, Creative Writing, Travel Management, Executive Reporting, Direct Marketing, Market Research, Editing, Customer Service, Administration, SharePoint, Budgets, Leadership
Education
Northern Kentucky University 2007 — 2011
Bachelor of Arts (B.A.), Organizational Leadership / Psychology
Kroger 2014 - Present
CBTS April 2013 - February 2014
Axcess Financial September 2011 - April 2013
Corbus IMS January 2010 - September 2011
Hamilton Fixture June 2007 - January 2010
Fischer Homes 2006 - 2007
Ryan Homes March 2004 - July 2006
Fidelity Investments March 2000 - February 2004
Skills
Manage and control..., lead well under pressure, advanced understanding..., Agile Project Management, B2B eCommerce, Online Marketing, Email Marketing, Certified Project..., Mobile Marketing, Text Messaging, Marketing Strategy, Promotions, Contests, SEO, Keyword Research, Landing Page..., Conversion Optimization, PPC, Affiliate Marketing, Organic Search, SEM, Search Analytics, Campaign Optimization, Online Branding, Interactive Marketing..., Interactive Marketing, Multi-channel Marketing, File Sharing, Database Marketing, Loyalty Marketing, MS Project, Visio, Gantt, WBS, SOW, Charter, Project Plans, Plan Implementation, Search Engine Submission, Traffic Building, E-commerce, Process Improvement, Timelines, Vendor Management, Project Planning, Project Management, B2B, Leadership, Web Marketing, Cross-functional Team...
Education
Xavier University 2009 — 2009
Certification, Project Management
Northern Kentucky University 1999 — 2003
Bachelor of Science, Business Administration and Marketing
Oak Hills High School 1996 — 1999
Fidelity Investments June 2015 - Present
Martian Hockey League October 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Adobe Creative Suite, Photoshop, Illustrator, Premiere, Dreamweaver, Adobe Encore, Final Cut Pro, TV Production, Java, HTML, CSS, Money Management, Accounting, Sports, Business Analysis
Education
Northern Essex Community College 2015 — 2017
Associate’s Degree, Business Management/Information Technology
Salem High School 2012 — 2015
High School
EMPOWER Retirement April 2008 - Present
ADP July 2007 - April 2008
Fidelity Investments August 2006 - January 2007
Fidelity Investments January 2004 - July 2006
Skills
Series 6, Series 63, Series 26, Management, Investments, Relationship Management, Finance, Financial Services, Retirement, Coaching, Mutual Funds, Project Management, Process Improvement, 401k, Leadership, Team Management, Customer Service, Call Centers
Education
University of Massachusetts Lowell 2003 — 2004
Business Administration and Management, General
Northern Essex Community College 2000 — 2002
Associate's Degree, Business Administration and Management, General
Symmetry Wealth Management LLC June 2015 - Present
Applied Capital Management February 2005 - June 2015
Jefferson Pilot Financial July 2004 - February 2005
Fidelity Investments August 2000 - July 2004
Education
Southern New Hampshire University 2011 — 2014
Bachelors, Finance & Economics, 3.715
Northern Essex Community College 1996 — 1999
Associates, Liberal Arts, 3.75
Portsmouth High School 1982 — 1986
High School Diploma, General
Various Colleges and Universities August 2006 - Present
Major Regional Bank April 2001 - June 2004
Fidelity Investments October 1993 - April 2001
Skills
Research, Project Management, Economics, Data Analysis, Operations Management, Training, Business Analysis, Economic Forecasting, Economic Modeling, Seminars, Blogging, University Teaching, Mentoring, Mutual Funds, Securities, Econometrics, Statistics, Risk Management, Curriculum Design, Investments, Series 7, Business Process..., Portfolio Management, Financial Markets, Analysis, SAS, Financial Analysis, Critical Thinking, Statistical Modeling, Microeconomics, Financial Services, Asset Management, Relationship Management, Retirement, Retirement Planning, Educational Technology, Wealth Management, Trading, Stata, 401k, Back Office, Trading Systems, Operational Risk, Financial Economics, Equities, Alternative Investments, Public Speaking
Education
University of Kentucky 2004 — 2006
M.S., Economics
Northern Kentucky University 1989 — 1993
BS, Finance
AMR Heart Films January 2008 - Present
Fidelity Investments February 2015 - Present
Spectra Management, LLC July 2010 - February 2015
WET Design October 2009 - July 2010
The Walt Disney Company May 2008 - October 2009
Qualified Personnel October 2006 - May 2008
Intervention Instruction, Inc. March 2005 - September 2006
Skills
Social Media, Theatre, Acting, Editing, Public Relations, Blogging, Microsoft Office, Employee Benefits, Management, Stage, Film, Television, Improvisation, Office Management, Facebook, Payroll, Project Coordination, Proposal Writing, Client Co-ordination, Client Liaison, Brand Management, Brand Implementation, Strategy Implementation, Executive Support, Event Planning
Education
Northern Illinois University 2001 — 2004
M.F.A., Acting
The London Academy of Performing Arts 1998 — 1999
Post Graduate Diploma, Classical Acting and Shakespeare
Weber State University 1994 — 1997
Bachelor of Science, Theatre, Marketing
Fidelity Investments October 2013 - Present
Wells Fargo June 2013 - October 2013
Key West Tan October 2010 - May 2013
Burgess-Norton Mfg. Co. May 2012 - January 2013
Northern Illinois University June 2012 - August 2012
Rock River Valley Blood Center April 2008 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Access, Customer Service, Time Management, Data Analysis, Economics, Financial Analysis, Customer Satisfaction, Spreadsheets, Public Speaking, Non-profits, Accounting, Financial Accounting, Microsoft Works, Close Attention to..., Finance
Education
Northern Illinois University 2009 — 2013
Bachelor of Science, Finance, General; Communication Studies, 3.4
EMC 2012 - Present
EMC 2010 - 2012
Fidelity Investments July 2007 - March 2010
M&I Investment Management Corp March 2000 - April 2002
Holt-Smith & Yates Advisors 1998 - 2000
Education
Northeastern University School of Law 1992 — 1995
J.D.
University of Iowa 1988 — 1992
B.B.A., Finance, Marketing
Fidelity Investments December 2014 - Present
Fidelity Investments October 2013 - December 2014
Fidelity Investments May 2012 - October 2013
The Student Union, LLC. October 2009 - November 2012
Howard Community College September 2010 - December 2011
Chapter Zero Inc. June 2008 - November 2008
Fidelity Investments March 2005 - May 2006
Skills
Social Media, Entrepreneurship, Strategy, Leadership, Business Development, Finance, Stock Trading, Financial Services, Budgets, Start-ups, Time Management, Management, Recruiting, Strategic Planning, Sales, Customer Service, Human Resources, Brand Management, Social Networking, Marketing, Team Building, Leadership Development, Community Outreach
Education
Northern Kentucky University 2003 — 2009
B.S., Entrepreneurship, Business Administration
Fidelity Investments September 2013 - Present
HoneyBaked Ham April 2006 - Present
Citi July 2013 - August 2013
Huntington National Bank January 2013 - July 2013
US Bank May 2011 - January 2013
Northern Kentucky University June 2007 - December 2012
Snappy Tomato Pizza Co. June 2000 - May 2005
Skills
Microsoft Office, Customer Relations, Multilingual, Customer Service, Administration, Word, Excel, PowerPoint, Social Media, Access, Public Speaking, Promotions, Problem Solving, Outlook, Strategic Planning, Research, Social Media Marketing, Supervisory Skills, Photoshop, Accounting, Public Relations, Purchasing, Negotiation, Advertising, Writing, Team Building, Facebook, Marketing Communications, Retail, Editing, Social Networking, Team Leadership, Online Marketing, Windows, Employee Relations, Marketing Strategy, Documentation, HTML, XML, Flash, C++, Java, Time Management, Scheduling, Teamwork, Data Entry, Marketing Research, Microsoft Word, Marketing
Education
Northern Kentucky University 2007 — 2012
Bachelor, Marketing, Business Administration, & Chinese
Larry A Ryle High School 2001 — 2005
Diploma, General
Vantiv April 2013 - Present
Arbonne International 2005 - October 2013
Fidelity Investments September 2005 - September 2011
Fidelity Investments 1997 - 2005
Huff Realty 1995 - 1997
Square D Company 1989 - 1996
Skills
CRM, Leadership, Cross-functional Team..., Coaching, Time Management, Team Building, Sales Process, B2B, Lead Generation, Training, Cold Calling, Sales, Marketing, Strategy, Customer Satisfaction, Selling
Education
Northern Kentucky University 2010 — 2012
Bachelor of Arts, Organizational Leadership, 3.3 GPA
Warner Southern College 1984 — 1987
Associate of Arts, Business Administration
Fidelity Investments March 2014 - Present
Fifth Third Bank July 2012 - March 2014
Fifth Third Bank August 2011 - July 2012
Fidelity Investments July 2010 - August 2011
Fidelity Investments April 2007 - July 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Skills
Retirement Planning, Employee Benefits, Process Improvement, Data Analysis, Series 63, 401k, Series 7, Series 6, Mutual Funds, Investments, Securities, Insurance, Retirement, Defined Contribution, Profit Sharing, Benefits Administration, Defined Benefit
Education
Thomas More College 2009 — 2011
MBA, Masters in Business Administration
Northern Kentucky University 2002 — 2006
Bachelor, Finance and Business Administration
Fidelity Investments January 2015 - Present
Charles Schwab March 2010 - January 2015
Karberg Insurance September 2007 - March 2010
Allstate Financial Services, LLC July 2005 - September 2007
Bank of America October 2003 - May 2005
Education
University of Nevada-Las Vegas 1998 — 1999
Bachelor of Science (BS), Finance
Northern Arizona University 1994 — 1997
Core Studies
Verzion Wireless April 2014 - Present
Fidelity Investments February 2008 - April 2014
Skills
Sales, Customer Service, Financial Planning, Series 7, Customer Relations, Budgeting, Retirement, Mutual Funds, Retirement Planning, Investments, Strategic Planning, Excel, Series 63, Leadership, Uniform Combined State..., Strategic Financial..., Budgets, 401k, Microsoft Excel, Financial Services, Financial Analysis, Analysis, Wealth Management, Investment Advisory, Investment Strategies, Securities, IRAs, Asset Management, Equities, Asset Allocation, Portfolio Management, FINRA, Banking, Financial Risk, Options, Finance, Relationship Management, Financial Modeling, Risk Management, Insurance, Business Analysis
Education
Thomas More College 2010 — 2012
MBA, 3.7 GPA
Northern Kentucky University 2003 — 2009
Bachelors, Finance, Minor in Mathematics & Business Administration
Cincinnati, OH 2014 - Present
Pride Global 2014 - 2014
Omnicare 2010 - 2014
Paycor 2009 - 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 2002 - 2006
Cardinal Solutions June 1997 - September 2002
Convergys April 1991 - June 1997
Skills
SDLC, Software Project..., Project Management, Software Development, SQL, Object Oriented Design, .NET, C#, Microsoft SQL Server, Requirements Analysis, Java, CRM, Quality Assurance, Software Documentation, UML, ITIL v3 Foundations..., Leading Development..., Team Leadership
Education
Northern Kentucky University
BS, Computer Science
University of Cincinnati
BA with Honors, English, Engineering
Fidelity Investments December 2014 - Present
Axcess Financial October 2011 - December 2014
Kalio May 2011 - October 2011
Corbus April 2010 - October 2010
Great American Financial Resources August 2006 - March 2010
F+W Media, Inc. April 2004 - August 2006
Signal US Communications May 2003 - March 2004
Columbia 300 July 2001 - April 2003
sharkbytes September 1999 - March 2001
Skills
Web Design, Adobe Creative Suite, CSS, Email Marketing, Graphic Design, WordPress, SEO, Website Development, User Experience, HTML, Dreamweaver, Google Analytics, Illustrator, Microsoft Office, Information Architecture, Logo Design, Flash, E-commerce, HTML 5, Web Development, User Interface Design, Banners, Social Media, Photoshop, InDesign, Layout, XHTML, Interaction Design, Mac, Typography, SASS, Branding & Identity, Graphics, Newsletters, Usability, Photography, SharePoint, User Interface, Logos, HTML5, Front-end, ExactTarget, Responsive Web Design
Education
Northern Kentucky University 1995 — 1999
Bachelor of Arts, Graphic Design
Scott High School 1991 — 1995
Advance Placement
State Street May 2012 - Present
Fidelity Investments July 2008 - April 2012
Fidelity Investments November 2005 - November 2007
Tarlow Breed Hart & Rodgers, P.C. October 2003 - September 2004
Donovan Hatem LLP July 2002 - October 2003
Massachusetts Superior Court September 2001 - July 2002
Skills
ERISA, Alternative Investments, Pensions, 401k, Qualified Retirement..., Defined Benefit, Defined Contribution, Global Custody, Asset Management, Financial Services, Corporate Law, FINRA, Litigation, Legal Research, Mutual Funds, Securities, Legal Writing, Corporate Governance, Mergers
Education
Northeastern University School of Law 1998 — 2001
University of Notre Dame 1991 — 1995
B.B.A.
Fidelity Investments January 2005 - Present
Fidelity Investments February 2001 - January 2005
OfficeMax December 1997 - February 2001
Education
Northern Kentucky University 2000 — 2002
Bachelor of Science, Information Systems
University of Cincinnati 1998 — 2000
Associate of Arts, Business Administration
NYSE March 2006 - December 2014
Archipelago January 2004 - March 2006
Symantec August 2000 - December 2001
j2 Global Communications July 1999 - July 2000
Fidelity Investments October 1996 - February 1999
American National Bank May 1995 - October 1996
Skills
SDLC, Program Management, Business Analysis, Vendor Management, Trading Systems, Financial Services, Equities, Enterprise Architecture, Risk Management, Process Improvement, Market Data, Release Management, Project Management, Project Portfolio..., PMO, Disaster Recovery, Cross-functional Team...
Education
Northern Illinois University
Bachelor’s Degree, Finance
MetLife March 2015 - Present
First Citizens Bank June 2013 - November 2014
Teleflex Medical OEM July 2012 - June 2013
GlaxoSmithKline April 2010 - June 2012
Revlon Incorporated February 2010 - March 2010
Fidelity Investments October 2008 - September 2009
IBM for US Customs July 2007 - October 2008
IBM October 1999 - May 2007
Sears Roebuck September 1998 - October 1999
Blue Cross Blue Shield of Illinois May 1997 - September 1998
Skills
AIX, HACMP, Disaster Recovery, System Administration, Solaris, Unix, Linux, Servers, Enterprise Architecture, Unix Shell Scripting, PowerVM, pSeries, DLPAR, P770, NPIV, MPIO, Virtualization, TSM, High Availability, Red Hat Linux, Operating Systems, Windows, SAN, System Deployment
Education
Northern Illinois University
BS, Computer Science, Mathematics-Statistics
Seyfarth Shaw LLP October 2014 - Present
Day Kimball Hospital April 2011 - October 2014
Wentworth Douglass Hospital July 2009 - October 2010
Fidelity Investments 2006 - 2009
Skills
Polysomnography, Employment-based..., Defined Contribution, Human Resources, Customer Service, Immigration Issues, Sleep Medicine, Hospitals, Acute Care, Healthcare, EEG, Sleep Disorders, Vital Signs, Healthcare Information..., Patient Education, Home Care, Clinical Research
Education
Northern Essex Community College 2008 — 2009
Certificate, Sleep Technology
Plymouth State University 1997 — 2001
Bachelor of Science (B.S.), Psychology with Law Specialization
Cincinnati Children's Hospital Medical Center September 2014 - Present
Fidelity Investments November 2005 - Present
ZF 1995 - 2005
ZF Lemforder 1995 - 2005
ZF Boge Elastmetall 1995 - 2005
Skills
Process Improvement, Vendor Management, Team Building, SDLC, Business Process, Business Analysis, Six Sigma, Program Management, Process Engineering, Business Process..., Requirements Analysis, Visio
Education
Northern Kentucky University 1996 — 2002
Bachelor of Science, Manufacturing Engineering Technology/Technician
Demmy Inc. August 2009 - Present
Fidelity Investments March 1998 - August 2009
Education
Northern Kentucky University 1994 — 2001
Fidelity Investments customer serviceFidelity Investments2008 - 2008
Education
Northern Essex Community College 2001 — 2003
Northern Illinois University May 2013 - Present
Northern Illinois University August 2007 - Present
Fidelity Investments May 2005 - August 2007
Skills
International Relations, Foreign Policy, Political Science, Analysis, Counterterrorism, Policy Analysis, Qualitative Research
Education
Northern Illinois University 2009 — 2013
Doctor of Philosophy (Ph.D.), Political Science and Government
Northern Illinois University 2007 — 2009
Master of Arts (M.A.), Political Science and Government
Trinity College-Hartford 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Simsbury High School
The University of Edinburgh
Citizens Bank May 2013 - Present
Fidelity Investments 2012 - 2012
Walmart 2010 - 2012
The Insource Group 2008 - 2012
Andre A. Begin Consulting January 2010 - November 2010
discover financial services 2006 - 2008
PwC Consulting 1998 - 1999
WorldCom 1997 - 1998
Skills
Data Modeling, Data Integration, Teradata, Dimensional Modeling, Erwin, Data Quality, Requirements Analysis, Business Process, Enterprise Architecture, Data Warehouse..., ETL, Data Warehousing, Master Data Management, Database Design, Data Architecture, Data Governance, DB2, Data Marts, Business Intelligence, Business Objects, Requirements Gathering
Education
Northern Alberta Institute of Technology 1984 — 1998
Computer Career Institute 1994 — 1996
MassMutual Financial Group July 2010 - Present
Fidelity Investments December 2006 - July 2010
Fidelity Investments May 2003 - November 2006
Cintra 2000 - 2002
Avnet 1998 - 1999
Staples 1995 - 1998
Skills
Service Desk, ITIL, IT Service Management, Vendor Management, Program Management, Disaster Recovery, Business Analysis, Process Improvement, Change Management, Resource Management, IT Strategy, Help Desk Support, Incident Management, IT Operations, IT Management, Visio, SharePoint, Leadership, Software Documentation, Team Leadership, SDLC, Integration, Information Technology, Management, Technical Support, Analysis, Data Center
Education
University of Phoenix 2004 — 2007
IT/Business Management
Northern Essex Community College 2001 — 2002
Spanish River High 1984 — 1988
MFS Investment Management 2004 - Present
Bank of America 2003 - 2004
Fidelity Investments 1994 - 2003
Education
Northern Illinois University 1973 — 1976
B.S.; M.A., Journalism
Fidelity Investments November 1997 - Present
MITRE April 1996 - November 1997
Raytheon Technical Services Company April 1986 - April 1996
Education
University of Massachusetts Lowell 1983 — 1985
BSEE, Electrical Engineering
Northern Essex Community College 1981 — 1983
ASEE, Electrical Engineering
PNC March 2015 - Present
American Wine School April 2014 - December 2014
Van Duzer Vineyards September 2014 - November 2014
Binny's Beverage Depot April 2014 - September 2014
All Wined Up Wine Shop & Bar December 2009 - December 2013
A Taste of Vino August 2009 - December 2009
WineStyles September 2008 - August 2009
MidAmerica Bank August 2004 - May 2008
Deutsche Bank March 2000 - August 2004
Fidelity Investments June 1990 - March 2000
Skills
Wine Tasting, Wine, Sales, Wineries, Sales Management, Winemaking, Alcoholic Beverages, Marketing Strategy, Public Speaking, New Business Development, Beer, Restaurants, Food & Beverage, Marketing, Entrepreneurship, Food, Mortgage Lending, Brand Development
Education
American Wine School 2009 — 2009
Level 3 Advanced Certificate, Wine education
Midwest Wine School 2009 — 2009
Level 2 Intermediate Certificate, Wine education
Northern Illinois University 1985 — 1989
Bachelor of Arts (B.A.), Organizational/Corporate Communications
Fidelity Investments December 2013 - Present
Fidelity Investments April 2012 - Present
Mercer 2009 - April 2012
Hewitt Associates October 2005 - November 2009
Hewitt Associates 1993 - 2008
Hewitt Associates 1993 - 2008
Hewitt Associates September 1999 - September 2005
Education
Northern Illinois University 1989 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor's degree, Finance, General
Western & Southern Financial Group (IFS Financial Services) September 2009 - Present
Fidelity Investments 2005 - 2009
Fidelity Investments 1995 - 2005
Fidelity Investments 1994 - 1995
Skills
Financial Modeling, Forecasting, Business Strategy, Analysis, Process Improvement, Business Planning, Project Management
Education
Northern Kentucky University 1987 — 1992
Business, Accounting and Finance
Danielle Armenta July 2015 - Present
Fidelity Investments August 2011 - June 2015
Northern Kentucky University April 2010 - August 2011
Northern Kentucky University June 2000 - August 2011
Northern Kentucky University April 2000 - August 2011
Northern Kentucky University July 2009 - August 2010
Northern Kentucky University July 2008 - June 2009
Northern Kentucky University April 2008 - April 2009
Northern Kentucky University January 2003 - June 2007
Northern Kentucky University April 2000 - December 2002
Skills
Microsoft Office, Leadership, Public Speaking, Process Improvement, Project Management, Business Analysis, Systems Analysis, Software Documentation, User-centered Design, User Stories, Agile Project Management, Agile Application..., Agile & Waterfall..., Agile Methodologies, Business Process..., Quality Assurance, HP Quality Center, Software Quality...
Education
Northern Kentucky University
Bachelor of Arts; Master of Science, Philosophy, 2006; Computer Information Technology
Ractives March 2010 - Present
BECT October 2000 - Present
Ractives 2010 - 2010
Best Western- Xiamen November 2000 - May 2002
Informatics Holdings Ltd 1997 - 1998
Fidelity Investments September 1992 - August 1994
Education
Beijing 2nd Foreign Language Institute 1987 — 2009
Ceritificate- Mandarin Language, Chinese As A Second Language
Northern Arizona University 1996 — 2000
BS, Social Studies/Chinese
Cedar High School 1983 — 1987
diploma, High School Diploma
Judge Memorial 1985 — 1986
HIgh School
Mirador Family Wealth Advisors July 2012 - Present
Fifth Third Bank March 2010 - October 2012
Fifth Third Bancorp May 2009 - April 2010
Fidelity Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Fidelity Investments October 2003 - May 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Options, Investment Management, Investments, Portfolio Management, Trading, Equities, Retirement, Equity Trading
Education
McNicholas 1994 — 1998
Northern Kentucky University
BS, Economics & Political Science
Diversified Clinical Services October 2005 - Present
Omnicare October 2000 - October 2005
Fidelity Investments 1995 - 2000
Education
Northern Kentucky University 1990 — 1994
History
PC Connection March 2009 - June 2009
Fidelity Investments December 1997 - December 2008
Andover Controls January 1994 - March 1997
WPI Termiflex 1991 - 1994
Skills
HP Quality Center
Education
Rivier College 1996 — 2000
AS, Computer Science
Northern Essex Community College 1984 — 1987
AS, Electronic Technology
Fidelity Investments October 2014 - Present
Fidelity Investments April 2012 - Present
Fidelity Investments April 2011 - April 2012
Fidelity Investments 2007 - April 2011
Fidelity Investments May 2005 - March 2006
Fidelity Investments 2005 - 2006
Skills
Retirement Planning, 401k, Strategic Financial..., 401k Rollovers, 403 b, Personal Finance, Sales, Series 63, Series 7, Mutual Funds, Retirement, Investments, Uniform Combined State..., Securities, Series 6, Wealth Management
Education
Xavier University 2009 — 2011
Master of Business Administration (MBA), MBA
Northern Kentucky University 2001 — 2005
Bachelor of science, Finance, Marketing
SunGard December 2004 - Present
Fidelity Investments August 2001 - November 2004
Fidelity HR Services 2001 - 2004
Sungard (Phase3) June 1999 - August 2001
Genesys Software April 1997 - June 1999
Skills
Agile Methodologies, Business Process, Requirements Gathering, Process Improvement, Product Development, Systems Analysis, Data Center, Requirements Analysis, SQL, Business Analysis, SDLC, Enterprise Architecture, Payroll, IT Strategy, User Acceptance Testing, Integration, Software Project..., Trading Systems, Databases, Visio, Testing, Disaster Recovery
Education
Northern Essex Community College 1988 — 1990
Fidelity Investments December 2014 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments September 2009 - February 2012
Fidelity Investments July 2008 - September 2009
JPMorgan Chase November 2006 - July 2008
Wells Fargo Financial June 2003 - November 2006
Education
Northern Illinois University - College of Business 1999 — 2003
Bachelor of Science
Fidelity Investments June 1993 - Present
paper manufacturers company 1988 - 1993
McDonald's Corporation 1980 - 1988
Education
Northern Illinois University 1972 — 1976
BS, Education
Fidelity Investments August 2007 - Present
Ace Hardware Corporation 2001 - 2007
Skills
Cash Management, Microsoft Excel
Education
Northern Illinois University 2003 — 2007
Master of Business Administration, Finance, General
Northern Illinois University 1997 — 2001
Finance, Finance, General
ADP May 2015 - September 2015
Middlesex County Sheriff's Office, Commonwealth of Massachusetts October 2012 - October 2014
The MENTOR Network January 2010 - October 2012
Lincoln Educational Services October 2006 - October 2009
Avid Technology June 2006 - September 2006
Comverse November 2004 - June 2006
Fidelity Investments August 2000 - November 2004
Towers Watson September 1998 - August 2000
HealthTour 1992 - 1996
Skills
Employee Benefits, Onboarding, Human Resources, Employee Relations, Coaching, Training, HRIS, Applicant Tracking..., Customer Service, Interviews, PeopleSoft, Employee Training, Oracle HR, HR Metrics, HR Consulting, HR Policies, HR Project Management, Team-oriented, Team Leadership, Risk Assessment, Risk Management, Union Relations, Labor Relations, Troubleshooting, Legal Research, Legal Compliance, Statistical Data..., Workplace Investigation, ADA compliance, Policy Analysis, Leave of Absence, Attendance Management, Time & Attendance, Best Practices, Bonus Programs, DOL, Business Intelligence, Process Improvement, Case Managment, Change Management, Workflow Management, Personnel Management, FMLA, Benefits Administration
Education
Northern Essex Community College 2013 — 2017
Liberal Arts and Sciences/Liberal Studies
Bancroft School of Massage Therapy 1995 — 1996
Certificate, Therapeutic Massage
Fidelity Investments May 2014 - Present
Massachusetts Securities Division February 2010 - May 2014
NASDAQ OMX November 2008 - February 2010
CCO Investment Services Corp January 2002 - August 2005
Skills
Policy, Compliance, Securities, Hedge Funds, Investment Advisory, Investigations, Securities Regulation, Securities Law
Education
Northeastern University School of Law 2005 — 2008
J.D., Law
Self - Employed June 2014 - Present
Fidelity Investments March 2001 - July 2008
Skills
Equities, Financial Modeling, Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Management, Financial Analysis, Teamwork, Social Media, Business Analysis, Leadership
Education
The University of Dallas
Master of Business Administration (M.B.A.), Corporate Finance
Northern Illinois University
Bachelor’s Degree, Economics
Fidelity Investments June 2011 - Present
Counsel On Call June 2011 - Present
Skills
Commercial Litigation, Intellectual Property, Legal Writing, Litigation, Corporate Law, Legal Research, Risk Management, Civil Litigation, Westlaw, Due Diligence, Research
Education
Northeastern University School of Law 2007 — 2010
JD
Wellesley College 2000 — 2004
B.A., English
St. Paul's School 1997 — 2000
HS, General
Greenwich Country Day School 1986 — 1997
TEKsystems September 2014 - December 2014
CBTS August 2013 - May 2014
Cadre October 2011 - April 2013
Robison Information Security Consulting. LLC April 2010 - October 2011
Fidelity Investments July 1995 - December 2009
University Hospital of Cincinnati September 1993 - July 1995
General Electric January 1987 - January 1989
Skills
Security, Firewalls, VPN, ITIL, Servers, CISSP, IT Operations, Infoblox, Disaster Recovery, Business Continuity, Cross-functional Team..., Risk Assessment, Software distribution, Incident Management, Patch Management, Identity Management, Information Security, Security Policy, DLP, Strategic Planning, IT Service Management, Active Directory, Group Policy, Windows Server, Microsoft Exchange, Server Architecture, Microsoft SQL Server, SQL, Routers, Switches, WAN, Antivirus, Network Security, VoIP, COBIT, ISO 27001, VMware, IT Governance, SDLC System Development..., Citrix, Virtualization, Requirements Analysis, Microsoft Office, Business Analysis, Project Planning, Project Management, Agile Project Management, Information Technology, Vendor Management
Education
University of Phoenix 2006 — 2008
MBA, Technology Management
Northern Kentucky University 1980 — 1985
BS, Mathematics
Fidelity Investments August 2015 - Present
Fidelity Investments June 2012 - August 2015
Fidelity National Information Services June 2011 - June 2012
Wave Solutions Inc January 2011 - May 2011
Skills
Java, JSP, Servlets, Web Services, J2EE, Spring, Unix, XML, JUnit, Oracle, SQL, MySQL, Java Enterprise Edition, Hibernate, Struts, Databases, JPA, JavaScript, JAXB, Eclipse, PL/SQL, Core Java, Microsoft SQL Server, UML, Agile Methodologies, Subversion, AJAX, Linux, C#, Weblogic, JDBC, Software Development, C++, HTML, CSS, .NET, DB2, jQuery, Websphere, Ant, Programming, Spring Framework
Education
Northern Illinois University 2010 — 2011
Master's degree, Computer Science
The University of Akron 2009 — 2010
Fidelity Investments July 2012 - Present
University of New Hampshire September 2010 - August 2012
FedEx January 2006 - January 2009
Patio Enclosures Inc August 2006 - November 2007
Skills
VMware ESXi, Virtualization, Photoshop, Flash, PHP, HTML, SQL Server, SQL, MySQL, MS Office Suite, MediaWiki, Wikis, Drupal, Apache, XAMPP, WAMP, Microsoft Servers, LDAP, Active Directory, Forklift Operator, Multimeter, Soldering, JavaScript, Operating Systems, System Administration, Microsoft Office, Database Design, Databases, Microsoft SQL Server, Java, Eclipse, Object Oriented Design, Windows, Troubleshooting, CSS, Programming, XHTML, XML, Linux, Unix
Education
University of New Hampshire 2009 — 2012
BS, Computer Information Systems
Northern Essex Community College 2008 — 2009
Computer Science
Northeast Iowa Community College
Criminal Justice
Fidelity Investments August 2012 - Present
Orchlon School September 2010 - November 2011
Schaefer Financial Management Centennial, CO July 2007 - July 2010
Adventure Discovery July 2006 - April 2007
Peace Corps August 2004 - March 2006
Education
University of Denver
Master of Arts, International Development; Environmental Studies and Sustainable Development
Northern Arizona University
Bachelor of Science, Business Administration; Finance and Economics
Fidelity Investments December 2003 - Present
Skills
Software Engineering, Financial Services, Business Analysis, Systems Analysis
Education
UMass Boston 1984 — 1988
Bachelor's degree, Finance, General
Northern Essex Community College 1982 — 1984
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Fifth Third Bank July 2015 - Present
Fifth Third Bank February 2011 - Present
Fifth Third Bank October 2008 - February 2011
Fidelity Investments 2008 - 2008
School Outfitters 2007 - 2007
Skills
Retirement Savings, Qualified Retirement..., Employee Training, Project Management, Sales Operations, Customer Satisfaction, Customer Retention, Sales, Management, Financial Analysis, Portfolio Management, Team Building
Education
Northern Kentucky University 2001 — 2003
Associate's degree, Business Administration, Management and Operations