Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Michael Barbin Michael Barbin Greater Boston Area Details
Michael Barbin's Fidelity Investments Experience May 2006 - November 2006
Job HR Business Partner at Waters Corporation
Industry Medical Devices
Experience
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

Jill Porcaro Jill Porcaro Dallas/Fort Worth Area Details
Jill Porcaro's Fidelity Investments Experience May 1987 - December 1991
Job Sr. Systems Analyst at Sirius XM Connected Vehicle Systems
Industry Information Technology and Services
Experience
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

Justin R. Hayes Justin R. Hayes Scottsdale, Arizona Details
Justin R. Hayes's Fidelity Investments Experience November 2011 - September 2012
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
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

Huyen Do Huyen Do Cincinnati Area Details
Huyen Do's Fidelity Investments Experience July 2013 - Present
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
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

Whitney Vermeulen Whitney Vermeulen Greater Boston Area Details
Whitney Vermeulen's Fidelity Investments Experience January 2014 - May 2014
Job Legal Due Diligence Associate at Cambridge Associates
Industry Financial Services
Experience
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

Jessica Fette Jessica Fette Erlanger, Kentucky Details
Jessica Fette's Fidelity Investments Experience October 2009 - November 2010
Job Owner Jace Solutions
Industry Outsourcing/Offshoring
Experience
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

Joni Philpott-Severson Joni Philpott-Severson Greater Denver Area Details
Joni Philpott-Severson's Fidelity Investments Experience 2000 - 2001
Job Sales & Marketing Professional
Industry Financial Services
Experience
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

Christine Cosby-Gaither, Ed.D. Christine Cosby-Gaither, Ed.D. Louisville, Kentucky Area Details
Christine Cosby-Gaither, Ed.D.'s Fidelity Investments Experience September 2003 - May 2005
Job Vice President for Student Affairs
Industry Higher Education
Experience
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

Don Ridenour Don Ridenour Dallas/Fort Worth Area Details
Don Ridenour's Fidelity Investments Experience 1998 - 2001
Job Paralegal at Littler Mendelson
Industry Law Practice
Experience
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

Mark Rubey, MBA, CFP® Mark Rubey, MBA, CFP® Dallas, Texas Details
Mark Rubey, MBA, CFP®'s Fidelity Investments Experience September 1991 - June 2000
Job VP, Client Services at Retirement Advisors of America
Industry Financial Services
Experience
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

Aimee Finke Aimee Finke Cincinnati Area Details
Aimee Finke's Fidelity Investments Experience 1997 - 2000
Job Senior Sales Recruiter, Medical Device & Diagnostics MidAtlantic Region at Johnson & Johnson
Industry Staffing and Recruiting
Experience
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

Cara Lavigne Cara Lavigne Cincinnati Area Details
Cara Lavigne's Fidelity Investments Experience September 1999 - September 2000
Job Member Sevices at YMCA
Industry Accounting
Experience
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

Tony Davis, CFP® Tony Davis, CFP® Louisville, Kentucky Details
Tony Davis, CFP®'s Fidelity Investments Experience July 2015 - Present
Job Workplace Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Tim Henriksen Tim Henriksen San Francisco Bay Area Details
Tim Henriksen's Fidelity Investments Experience December 1995 - January 1999
Job Product Manager at Revel Systems iPad POS
Industry Computer Software
Experience
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

Kathryn Sheehan Kathryn Sheehan Greater Boston Area Details
Kathryn Sheehan's Fidelity Investments Experience February 2015 - Present
Job Litigation Attorney at Fidelity Investments
Industry Legal Services
Experience
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

Joseph (Joe) Cottingham Joseph (Joe) Cottingham Newport, Kentucky Details
Joseph (Joe) Cottingham's Fidelity Investments Experience 1992 - 1996
Job Attorney at Daley, Cottingham & Associates PLLC
Industry Law Practice
Experience
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

Michael J. Dorsey Michael J. Dorsey Greater Chicago Area Details
Michael J. Dorsey's Fidelity Investments Experience March 2012 - Present
Job VP, Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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.)

Amy Casey Amy Casey Cincinnati Area Details
Amy Casey's Fidelity Investments Experience June 2002 - June 2009
Job Logistics Account Executive @ Total Quality Logistics
Industry Transportation/Trucking/Railroad
Experience
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

Jessica Zielinski Jessica Zielinski Florence, Kentucky Details
Jessica Zielinski's Fidelity Investments Experience September 2012 - November 2014
Job Seeking New Opportunities
Industry Marketing and Advertising
Experience
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

Dino Pangallo Dino Pangallo Cincinnati Area Details
Dino Pangallo's Fidelity Investments Experience July 2005 - October 2009
Job Principal Consultant at Cardinal Solutions
Industry Financial Services
Experience
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

Michael Marotta Michael Marotta Raleigh-Durham, North Carolina Area Details
Michael Marotta's Fidelity Investments Experience April 2015 - Present
Job Executive Leadership Coach / Enterprise Agile Transformation
Industry Management Consulting
Experience
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

Remick Wallace Remick Wallace Greater Boston Area Details
Remick Wallace's Fidelity Investments Experience February 2012 - April 2013
Job Lead Consultant/Project Manager at Collaborative Consulting
Industry Information Technology and Services
Experience
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

Cheri Miller Cheri Miller Cincinnati Area Details
Cheri Miller's Fidelity Investments Experience May 1996 - May 2009
Job Occupational Therapy (COTA) at Therapy Advantage of Cincinnati
Industry Medical Practice
Experience
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

Jennifer Burgeson Jennifer Burgeson Cincinnati Area Details
Jennifer Burgeson's Fidelity Investments Experience April 1998 - May 2003
Job REALTOR at RE/MAX Affiliates
Industry Real Estate
Experience
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

Nicole Cairns Nicole Cairns Cincinnati Area Details
Nicole Cairns's Fidelity Investments Experience December 2013 - Present
Job Instructional Design Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Jordan Olin Jordan Olin Burlington, Massachusetts Details
Jordan Olin's Fidelity Investments Experience January 2003 - August 2005
Job President and Chief Solutioneer at OLINSolutions, Inc.
Industry Information Technology and Services
Experience
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

Gabe Zilliox, MBA Gabe Zilliox, MBA Auburn, Alabama Area Details
Gabe Zilliox, MBA's Fidelity Investments Experience June 2008 - May 2014
Job Bioré Global Strategy & Innovation Marketing, Kao Corp.
Industry Marketing and Advertising
Experience
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

Emily McGill Emily McGill Cincinnati Area Details
Emily McGill's Fidelity Investments Experience January 2011 - Present
Job Senior Systems Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Scott Giesecke Scott Giesecke Manchester, New Hampshire Details
Scott Giesecke's Fidelity Investments Experience May 2007 - October 2009
Job Principal Owner at Blue Birch Solutions, LLC
Industry Information Technology and Services
Experience
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

Gordon McLaughlin Gordon McLaughlin Alfred, Maine Details
Gordon McLaughlin's Fidelity Investments Experience 2007 - 2009
Job Experienced Manager in Call Centers Operations, HR Benefits, Lean Manufacturing, Employee Development and Six Sigma.
Industry Consumer Services
Experience
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

Carol Kombrinck Carol Kombrinck Cincinnati Area Details
Carol Kombrinck's Fidelity Investments Experience May 2009 - Present
Job Senior Document Management Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Carrie O'Day Carrie O'Day Cincinnati Area Details
Carrie O'Day's Fidelity Investments Experience 1997 - 2008
Job Family Service Advisor at Spring Grove Cemetery & Arboretum
Industry Financial Services
Experience
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

CHARLES MCMILLAN CHARLES MCMILLAN Cincinnati Area Details
CHARLES MCMILLAN's Fidelity Investments Experience 2006 - 2009
Job Principal Quality Assurance Associate at Fifth Third Bank
Industry Information Technology and Services
Experience
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

Alyssa Broughton Alyssa Broughton Cincinnati Area Details
Alyssa Broughton's Fidelity Investments Experience November 2013 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
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

Susan Lacroix Susan Lacroix Salem, New Hampshire Details
Susan Lacroix's Fidelity Investments Experience 2000 - 2002
Job Office Manager at Phil Lacroix & Sons, Inc.
Industry Construction
Experience
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

Jeff Konen Jeff Konen Lexington, Kentucky Details
Jeff Konen's Fidelity Investments Experience January 2006 - December 2006
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
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

Leonard Medlock Leonard Medlock Exeter, New Hampshire Details
Leonard Medlock's Fidelity Investments Experience June 1999 - March 2010
Job Business Analyst at EBSCO Information Services
Industry Information Technology and Services
Experience
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

John J. Muench John J. Muench Cincinnati Area Details
John J. Muench's Fidelity Investments Experience June 2000 - March 2005
Job Business Development Officer/Independence Branch Manager at U.S. Bank
Industry Banking
Experience
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

Amber (Knochelman) Nguyen, MBA Amber (Knochelman) Nguyen, MBA Cincinnati Area Details
Amber (Knochelman) Nguyen, MBA's Fidelity Investments Experience April 2002 - March 2007
Job Senior Contracts Analyst at INC Research
Industry Hospital & Health Care
Experience
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

Jennifer Putman Jennifer Putman New York, New York Details
Jennifer Putman's Fidelity Investments Experience August 2006 - November 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Louis Conrad Chan, CPA Louis Conrad Chan, CPA Greater Boston Area Details
Louis Conrad Chan, CPA's Fidelity Investments Experience December 2014 - June 2015
Job J.D. Candidate at Northeastern University School of Law
Industry Accounting
Experience
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

Chris Edgington Chris Edgington Cincinnati Area Details
Chris Edgington's Fidelity Investments Experience November 1994 - April 2008
Job Industry Solutions Banking at Lexmark Enterprise Software
Industry Financial Services
Experience
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

Mike Blocker Mike Blocker Dallas/Fort Worth Area Details
Mike Blocker's Fidelity Investments Experience July 2005 - Present
Job Director OS Programming at Fidelity Investments
Industry Financial Services
Experience
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

Eric Schlinger Eric Schlinger Cincinnati Area Details
Eric Schlinger's Fidelity Investments Experience December 2010 - May 2011
Job Compliance Officer at Fifth Third Securities
Industry Financial Services
Experience
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

Elaine Boyer Elaine Boyer Cincinnati Area Details
Elaine Boyer's Fidelity Investments Experience 1997 - 1999
Job Healthcare Administration / Project Mngmt. Specialist / Events Planner
Industry Hospital & Health Care
Experience
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

Brandon Sellmeyer Brandon Sellmeyer Cincinnati Area Details
Brandon Sellmeyer's Fidelity Investments Experience March 2000 - February 2004
Job Project Manager at Kroger
Industry Marketing and Advertising
Experience
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

Evan Phair Evan Phair Greater Boston Area Details
Evan Phair's Fidelity Investments Experience June 2015 - Present
Job Information Security Intern at Fidelity
Industry Information Technology and Services
Experience
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

Chery Victoria Chery Victoria Greater Boston Area Details
Chery Victoria's Fidelity Investments Experience August 2006 - January 2007
Job Assistant Manager at EMPOWER Retirement
Industry Financial Services
Experience
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

Cynthia Pellegrino, CFP® Cynthia Pellegrino, CFP® Greater Boston Area Details
Cynthia Pellegrino, CFP®'s Fidelity Investments Experience August 2000 - July 2004
Job Financial Advisor/CERTIFIED FINANCIAL PLANNER™ at Symmetry Wealth Management LLC
Industry Financial Services
Experience
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

Dan Laub Dan Laub Lexington, Kentucky Area Details
Dan Laub's Fidelity Investments Experience October 1993 - April 2001
Job Experienced Educator and Financial Services Industry Expert
Industry E-Learning
Experience
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

Alex Gunn Alex Gunn Greater Salt Lake City Area Details
Alex Gunn's Fidelity Investments Experience February 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
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

Meghan Herzog Meghan Herzog Denver, Colorado Details
Meghan Herzog's Fidelity Investments Experience October 2013 - Present
Job Senior Financial Specialist at Private Investment Firm
Industry Financial Services
Experience
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

May Lee-Schemmel May Lee-Schemmel Greater Boston Area Details
May Lee-Schemmel's Fidelity Investments Experience July 2007 - March 2010
Job Manager, Business Ops (Global Services PS) at EMC
Industry Computer Hardware
Experience
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

Mark Thomas Gallondorn Mark Thomas Gallondorn Mason, Ohio Details
Mark Thomas Gallondorn's Fidelity Investments Experience December 2014 - Present
Job SR. SPS Executive Services Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Charlie Dees Charlie Dees Cincinnati Area Details
Charlie Dees's Fidelity Investments Experience September 2013 - Present
Job Retirement Consultant at Fidelity Investments
Industry Marketing and Advertising
Experience
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

Darla Evans Darla Evans Cincinnati Area Details
Darla Evans's Fidelity Investments Experience September 2005 - September 2011
Job Experienced in Executive Administration, Sales, and Client Support
Industry Consumer Services
Experience
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

Greg Henson Greg Henson Cincinnati Area Details
Greg Henson's Fidelity Investments Experience March 2014 - Present
Job Manager, Client Services Management at Fidelity Investments
Industry Financial Services
Experience
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

James Karberg, CFP® AAMS® James Karberg, CFP® AAMS® Scottsdale, Arizona Details
James Karberg, CFP® AAMS®'s Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Ali Hamedi, MBA Ali Hamedi, MBA Cincinnati Area Details
Ali Hamedi, MBA's Fidelity Investments Experience February 2008 - April 2014
Job Relationship Manager
Industry Investment Management
Experience
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

Ed O'Connell Ed O'Connell Cincinnati Area Details
Ed O'Connell's Fidelity Investments Experience 2006 - 2009
Job Software Development at Cincinnati, OH
Industry Information Technology and Services
Experience
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

Carolyn Thobaben Carolyn Thobaben Cincinnati Area Details
Carolyn Thobaben's Fidelity Investments Experience December 2014 - Present
Job Digital Content / FrontEnd Developer at Fidelity Investments
Industry Graphic Design
Experience
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

Erin Wheeler Erin Wheeler Greater Boston Area Details
Erin Wheeler's Fidelity Investments Experience July 2008 - April 2012
Job
Industry Financial Services
Experience
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.

Jason Huhn Jason Huhn Cincinnati Area Details
Jason Huhn's Fidelity Investments Experience January 2005 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Patricia Pavini Patricia Pavini Greater San Diego Area Details
Patricia Pavini's Fidelity Investments Experience October 1996 - February 1999
Job Software Project Manager, Vendor Liaison, Risk Management
Industry Financial Services
Experience
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

Anne Hau Anne Hau Raleigh-Durham, North Carolina Area Details
Anne Hau's Fidelity Investments Experience October 2008 - September 2009
Job Sr Enterprise Infrastructure Engineer at MetLife
Industry Information Technology and Services
Experience
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

Seth Howard Seth Howard Greater Boston Area Details
Seth Howard's Fidelity Investments Experience 2006 - 2009
Job Business Immigration Anayst at Seyfarth Shaw LLP
Industry Legal Services
Experience
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

Adam Furnier Adam Furnier Cincinnati Area Details
Adam Furnier's Fidelity Investments Experience November 2005 - Present
Job Quality Improvement Consultant at Cincinnati Children's Hospital Medical Center
Industry Banking
Experience
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

Colleen M Demmy Colleen M Demmy Cincinnati Area Details
Colleen M Demmy's Fidelity Investments Experience March 1998 - August 2009
Job Stay at home mom
Industry Financial Services
Experience
Demmy Inc.   August 2009 - Present
Fidelity Investments   March 1998 - August 2009

Education
Northern Kentucky University   1994 — 2001

Amanda Coutu Amanda Coutu Greater Boston Area Details
Amanda Coutu's Fidelity Investments Experience customer serviceFidelity Investments2008 - 2008
Job Customer Service Rep Retirements at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   customer serviceFidelity Investments2008 - 2008

Education
Northern Essex Community College   2001 — 2003

Andrew Foss Andrew Foss Greater Chicago Area Details
Andrew Foss's Fidelity Investments Experience May 2005 - August 2007
Job Visiting Assistant Professor at Northern Illinois University
Industry International Affairs
Experience
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

Andre Begin Andre Begin Dallas/Fort Worth Area Details
Andre Begin's Fidelity Investments Experience 2012 - 2012
Job
Industry Computer Software
Experience
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

David Lucey David Lucey Raleigh-Durham, North Carolina Area Details
David Lucey's Fidelity Investments Experience December 2006 - July 2010
Job ITIL and Service Catalog Expertise
Industry Financial Services
Experience
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

Betsy Pohl Betsy Pohl Greater Boston Area Details
Betsy Pohl's Fidelity Investments Experience 1994 - 2003
Job SVP at MFS Investment Management
Industry Financial Services
Experience
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

Daniel Mack Daniel Mack Greater Boston Area Details
Daniel Mack's Fidelity Investments Experience November 1997 - Present
Job Sr SW Development Manager at Fidelity Investments
Industry Information Technology and Services
Experience
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

Terrie Krokos Walker Terrie Krokos Walker Greater Chicago Area Details
Terrie Krokos Walker's Fidelity Investments Experience June 1990 - March 2000
Job Corporate Events Manager at PNC Mortgage
Industry Banking
Experience
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

Kevin Brannick Kevin Brannick Greater Chicago Area Details
Kevin Brannick's Fidelity Investments Experience December 2013 - Present
Job Senior Vice President, Business Management at Fidelity Investments
Industry Human Resources
Experience
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

Jim Isler Jim Isler Cincinnati Area Details
Jim Isler's Fidelity Investments Experience 2005 - 2009
Job Senior Financial Analyst at IFS Financial Services
Industry Financial Services
Experience
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 Danielle Armenta Louisville, Kentucky Details
Danielle Armenta's Fidelity Investments Experience August 2011 - June 2015
Job Project Manager, Business Systems & Process Improvement Analyst
Industry Financial Services
Experience
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

Fredell Brian Fredell Brian Reno, Nevada Area Details
Fredell Brian's Fidelity Investments Experience September 1992 - August 1994
Job at Ractives
Industry Information Services
Experience
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

Christopher Ginter Christopher Ginter Cincinnati Area Details
Christopher Ginter's Fidelity Investments Experience October 2006 - February 2009
Job Investment Manager at Mirador Family Wealth Advisors
Industry Investment Management
Experience
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

Eric Pendery Eric Pendery Cincinnati Area Details
Eric Pendery's Fidelity Investments Experience 1995 - 2000
Job National Director of Business Development
Industry Hospital & Health Care
Experience
Diversified Clinical Services  October 2005 - Present
Omnicare  October 2000 - October 2005
Fidelity Investments   1995 - 2000

Education
Northern Kentucky University   1990 — 1994
History

Ellen Blake Ellen Blake Greater Boston Area Details
Ellen Blake's Fidelity Investments Experience December 1997 - December 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Courtney Terlau Courtney Terlau Cincinnati Area Details
Courtney Terlau's Fidelity Investments Experience October 2014 - Present
Job Regional Sales Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Jim Byron Jim Byron Greater Boston Area Details
Jim Byron's Fidelity Investments Experience August 2001 - November 2004
Job Production Control at SunGard
Industry Information Services
Experience
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

Brian Mayfield Brian Mayfield Tulsa, Oklahoma Area Details
Brian Mayfield's Fidelity Investments Experience December 2014 - Present
Job Regional Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Pam Chidester Pam Chidester Cincinnati Area Details
Pam Chidester's Fidelity Investments Experience June 1993 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1993 - Present
paper manufacturers company   1988 - 1993
McDonald's Corporation  1980 - 1988

Education
Northern Illinois University   1972 — 1976
BS, Education

Corey Fuersich Corey Fuersich Cincinnati Area Details
Corey Fuersich's Fidelity Investments Experience August 2007 - Present
Job Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Wendy Cain Wendy Cain Greater Boston Area Details
Wendy Cain's Fidelity Investments Experience August 2000 - November 2004
Job Human Resources Professional
Industry Human Resources
Experience
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

Gregory Abram Gregory Abram Boston, Massachusetts Details
Gregory Abram's Fidelity Investments Experience May 2014 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
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

Jibola Akindele Jibola Akindele Dallas/Fort Worth Area Details
Jibola Akindele's Fidelity Investments Experience March 2001 - July 2008
Job Independent Marketing Executive
Industry Financial Services
Experience
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

Shannon Geonetta Shannon Geonetta Greater Denver Area Details
Shannon Geonetta's Fidelity Investments Experience June 2011 - Present
Job Litigation Attorney at Fidelity Investments
Industry Law Practice
Experience
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

John Robison, CISSP, MBA-TM John Robison, CISSP, MBA-TM Cincinnati Area Details
John Robison, CISSP, MBA-TM's Fidelity Investments Experience July 1995 - December 2009
Job Security Compliance Manager at STS International, Inc. A Cameo Global, Inc. Company
Industry Information Technology and Services
Experience
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

Ajay Kumar Navulla Ajay Kumar Navulla Cincinnati Area Details
Ajay Kumar Navulla's Fidelity Investments Experience August 2015 - Present
Job Software Developer at Fidelity Investments
Industry Computer Software
Experience
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

Christopher Reekie Christopher Reekie Greater Boston Area Details
Christopher Reekie's Fidelity Investments Experience July 2012 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
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

Christopher Aardal Christopher Aardal Newton Upper Falls, Massachusetts Details
Christopher Aardal's Fidelity Investments Experience August 2012 - Present
Job Compliance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Walter Paszko Walter Paszko Merrimac, Massachusetts Details
Walter Paszko's Fidelity Investments Experience December 2003 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Brandon Rust Brandon Rust Hamilton, Ohio Details
Brandon Rust's Fidelity Investments Experience 2008 - 2008
Job Client Service Specialist, CISP with Fifth Third Bank
Industry Financial Services
Experience
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

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