Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Marty Page Marty Page's Fidelity Investments Experience February 1999 - September 2014
Job Human Resources Professional
Industry Financial Services
Experience
Fidelity Investments February 1999 - September 2014
Skills
Strategic Workforce..., Executive Coaching, HR Consulting, Human Capital Data, Succession Planning, Onboarding, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Compensation & Benefit, Employee Relations, HRIS
Education
Northern Kentucky University
B.A., Graphic Arts
Webster University
Master's Degree, Human Resources Management
Fidelity Investments February 1999 - September 2014
Skills
Strategic Workforce..., Executive Coaching, HR Consulting, Human Capital Data, Succession Planning, Onboarding, Talent Management, Employee Engagement, Performance Management, Talent Acquisition, Compensation & Benefit, Employee Relations, HRIS
Education
Northern Kentucky University
B.A., Graphic Arts
Webster University
Master's Degree, Human Resources Management
Alan Childs's Fidelity Investments Experience July 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Total Quality Logistics April 2014 - June 2015
Phoenix Renovations May 2013 - May 2014
Lowe's Home Improvement March 2009 - October 2011
Stapleton Electric Co. March 2008 - February 2009
Gold's Gym April 2006 - July 2008
US Navy September 2003 - August 2006
Skills
Construction, Plumbing, Custom Remodeling, Electricity, Carpentry, Landscaping, Generators, Wiring, Painting, Sales, Sales Management, Project Management, Project Planning, Proposal Writing, Customer Satisfaction, Marketing, Management, Leadership, Time Management, Customer Service, Microsoft Office, Account Management, New Business Development, Event Planning, Microsoft Word, Microsoft Excel, Social Media Marketing, Marketing Strategy, Social Media, Event Management, Cross-functional Team..., PowerPoint, Advertising, Editing, Framing, Operations Management, Team Leadership, Cold Calling, Blueprint Reading, Public Speaking, Research, Team Building, Training, Strategic Planning, Logistics, Negotiation, Contract Negotiation, Inventory Management, Social Networking, Transportation
Education
Northern Kentucky University 2011 — 2015
Bachelor of Arts (BA), History
Turpin 1999 — 2002
College Preparatory
Fidelity Investments July 2015 - Present
Total Quality Logistics April 2014 - June 2015
Phoenix Renovations May 2013 - May 2014
Lowe's Home Improvement March 2009 - October 2011
Stapleton Electric Co. March 2008 - February 2009
Gold's Gym April 2006 - July 2008
US Navy September 2003 - August 2006
Skills
Construction, Plumbing, Custom Remodeling, Electricity, Carpentry, Landscaping, Generators, Wiring, Painting, Sales, Sales Management, Project Management, Project Planning, Proposal Writing, Customer Satisfaction, Marketing, Management, Leadership, Time Management, Customer Service, Microsoft Office, Account Management, New Business Development, Event Planning, Microsoft Word, Microsoft Excel, Social Media Marketing, Marketing Strategy, Social Media, Event Management, Cross-functional Team..., PowerPoint, Advertising, Editing, Framing, Operations Management, Team Leadership, Cold Calling, Blueprint Reading, Public Speaking, Research, Team Building, Training, Strategic Planning, Logistics, Negotiation, Contract Negotiation, Inventory Management, Social Networking, Transportation
Education
Northern Kentucky University 2011 — 2015
Bachelor of Arts (BA), History
Turpin 1999 — 2002
College Preparatory
Alicen Franks's Fidelity Investments Experience December 2006 - September 2010
Job Event Planning | Account Management
Industry Events Services
Experience
SGK November 2012 - Present
Ohana Studios July 2010 - Present
Stadts, LLC April 2010 - October 2012
It's A Wrap Ideas February 2011 - October 2011
Fidelity Investments December 2006 - September 2010
Skills
Wedding Planner, Officiant
Education
Northern Kentucky University 2004 — 2009
BA, Philosophy
SGK November 2012 - Present
Ohana Studios July 2010 - Present
Stadts, LLC April 2010 - October 2012
It's A Wrap Ideas February 2011 - October 2011
Fidelity Investments December 2006 - September 2010
Skills
Wedding Planner, Officiant
Education
Northern Kentucky University 2004 — 2009
BA, Philosophy
Steven Coppola CFP®'s Fidelity Investments Experience 1998 - September 2012
Job Coppola Wealth Management
Industry Financial Services
Experience
Evesham Education Foundation June 2015 - Present
Say It with Clay Charitable Foundation May 2015 - Present
Coppola Wealth Management September 2012 - Present
Edna Kynett Memorial Foundation 2005 - December 2014
Fidelity Investments 1998 - September 2012
Skills
Financial Planning, Investments, Fixed Income, Retirement Income..., Estate Planning, Asset Allocation, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Certified Financial..., High Net Worth..., 401k, Wealth Management, Finance, Asset Management, Investment Management, Financial Advisory, Retirement Planning, Wealth Management..., Portfolio Management, Wealth, Bonds, Personal Financial..., Wealth Accumulation, Income Protection, Securities, Financial Services, Financial Planners, Mutual Funds, Alternative Investments, Fixed Annuities, ETFs, Separately Managed..., 401k Rollovers, Life Insurance, IRAs, Private Equity, Saving for Education, Retirement Plan..., Long-term Care, Disability Insurance, Variable Annuities, Long Term Care Insurance, Roth IRA
Education
Northern Kentucky University 1995 — 1998
Bachelor of Science (BS), Finance, General
Evesham Education Foundation June 2015 - Present
Say It with Clay Charitable Foundation May 2015 - Present
Coppola Wealth Management September 2012 - Present
Edna Kynett Memorial Foundation 2005 - December 2014
Fidelity Investments 1998 - September 2012
Skills
Financial Planning, Investments, Fixed Income, Retirement Income..., Estate Planning, Asset Allocation, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Certified Financial..., High Net Worth..., 401k, Wealth Management, Finance, Asset Management, Investment Management, Financial Advisory, Retirement Planning, Wealth Management..., Portfolio Management, Wealth, Bonds, Personal Financial..., Wealth Accumulation, Income Protection, Securities, Financial Services, Financial Planners, Mutual Funds, Alternative Investments, Fixed Annuities, ETFs, Separately Managed..., 401k Rollovers, Life Insurance, IRAs, Private Equity, Saving for Education, Retirement Plan..., Long-term Care, Disability Insurance, Variable Annuities, Long Term Care Insurance, Roth IRA
Education
Northern Kentucky University 1995 — 1998
Bachelor of Science (BS), Finance, General
Kyle Uthe, CRPC®'s Fidelity Investments Experience February 2011 - January 2013
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
Lucia Capital Group May 2013 - August 2015
RJL Wealth Management, LLC May 2013 - January 2014
Fidelity Investments February 2011 - January 2013
Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments
Education
Northern Kentucky University 2005 — 2010
Finance & Accounting, Bachelor of Science
Lucia Capital Group May 2013 - August 2015
RJL Wealth Management, LLC May 2013 - January 2014
Fidelity Investments February 2011 - January 2013
Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments
Education
Northern Kentucky University 2005 — 2010
Finance & Accounting, Bachelor of Science
Tama Wagner's Fidelity Investments Experience July 2006 - April 2010
Job Director of Business Operations at ZH Commissioning
Industry Graphic Design
Experience
ZH Commissioning February 2014 - Present
Advertising Vehicles April 2011 - January 2014
Cengage Learning April 2010 - April 2011
Loving Touch Designs September 2008 - April 2010
Fidelity Investments July 2006 - April 2010
Skills
Graphic Design, Photoshop, Adobe Creative Suite, Microsoft Office, Social Media, InDesign, Illustrator, PowerPoint, Word, Layout, Logo Design, Outlook, Adobe Acrobat, Production, Customer Service, Advertising, Photography, Telephone Skills, Organization, Creative Direction, Brand Development, Microsoft Excel, Graphics, Social Networking, Brochures, Illustration, Art Direction, Account Management, Blogging, Digital Photography, Art, Posters, Branding, Windows, Facebook, Drawing, Troubleshooting, Corporate Branding, Mac, Packaging, Pre-press, Microsoft Word, Typography, Branding & Identity, Corporate Identity, Creative Strategy, Visual Communication, Concept Development, Digital Illustration, Marketing
Education
Northern Kentucky University 2005 — 2009
Bachelor of Arts, Graphic Design; Marketing
University of Kentucky 2001 — 2005
Studied, Interior Design, Communication
ZH Commissioning February 2014 - Present
Advertising Vehicles April 2011 - January 2014
Cengage Learning April 2010 - April 2011
Loving Touch Designs September 2008 - April 2010
Fidelity Investments July 2006 - April 2010
Skills
Graphic Design, Photoshop, Adobe Creative Suite, Microsoft Office, Social Media, InDesign, Illustrator, PowerPoint, Word, Layout, Logo Design, Outlook, Adobe Acrobat, Production, Customer Service, Advertising, Photography, Telephone Skills, Organization, Creative Direction, Brand Development, Microsoft Excel, Graphics, Social Networking, Brochures, Illustration, Art Direction, Account Management, Blogging, Digital Photography, Art, Posters, Branding, Windows, Facebook, Drawing, Troubleshooting, Corporate Branding, Mac, Packaging, Pre-press, Microsoft Word, Typography, Branding & Identity, Corporate Identity, Creative Strategy, Visual Communication, Concept Development, Digital Illustration, Marketing
Education
Northern Kentucky University 2005 — 2009
Bachelor of Arts, Graphic Design; Marketing
University of Kentucky 2001 — 2005
Studied, Interior Design, Communication
Angie Buckner's Fidelity Investments Experience June 2006 - Present
Job Senior Executive Assistant for Senior Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Skills
Administrative..., Access, Office Management
Education
Northern Kentucky University
Fidelity Investments June 2006 - Present
Skills
Administrative..., Access, Office Management
Education
Northern Kentucky University
John R. Wills's Fidelity Investments Experience December 2007 - May 2009
Job Family Room Specialist @ Apple, Inc.
Industry Public Relations and Communications
Experience
Apple November 2013 - Present
Heyman Talent Agency 2007 - Present
Combustion and Systems December 2009 - Present
American Homeowner Preservation December 2010 - August 2011
Cross Creek Pictures February 2011 - February 2011
Total Quality Logistics May 2009 - July 2010
Game Day Communications May 2009 - February 2010
The Walt Disney Studios August 2009 - August 2009
NewSong Christian Music Festival August 2005 - August 2009
Fidelity Investments December 2007 - May 2009
Skills
Acting, Public Relations, Social Media, Social Media Marketing, Facebook, Entertainment, Public Speaking, Time Management, Advertising, Publicity, Marketing Communications, Film Acting, Comedy, Branding & Identity, Negotiation, Event Planning, Social Networking, Sales, Event Management, Press Releases, Marketing Strategy, Customer Service, Fundraising, Online Advertising, Marketing, Television, Editing, Video Production
Education
Northern Kentucky University 2012 — 2014
Bachelor's, Public Relations, 4.0
Northern Kentucky University 2005 — 2009
Recently; a BA, Marketing, Theater, 3.2
Apple November 2013 - Present
Heyman Talent Agency 2007 - Present
Combustion and Systems December 2009 - Present
American Homeowner Preservation December 2010 - August 2011
Cross Creek Pictures February 2011 - February 2011
Total Quality Logistics May 2009 - July 2010
Game Day Communications May 2009 - February 2010
The Walt Disney Studios August 2009 - August 2009
NewSong Christian Music Festival August 2005 - August 2009
Fidelity Investments December 2007 - May 2009
Skills
Acting, Public Relations, Social Media, Social Media Marketing, Facebook, Entertainment, Public Speaking, Time Management, Advertising, Publicity, Marketing Communications, Film Acting, Comedy, Branding & Identity, Negotiation, Event Planning, Social Networking, Sales, Event Management, Press Releases, Marketing Strategy, Customer Service, Fundraising, Online Advertising, Marketing, Television, Editing, Video Production
Education
Northern Kentucky University 2012 — 2014
Bachelor's, Public Relations, 4.0
Northern Kentucky University 2005 — 2009
Recently; a BA, Marketing, Theater, 3.2
Julie Morse Julie Morse's Fidelity Investments Experience January 2014 - Present
Job VP, Acquisition Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Possible Worldwide June 2010 - November 2012
Fidelity Investments January 2005 - June 2010
HSR Business to Business November 2003 - January 2005
CoActive Marketing Group 2000 - 2003
WellPoint 1993 - 1999
Newtron Products Company 1991 - 1993
Skills
Integrated Marketing, Email Marketing, Marketing Strategy, Marketing Management, CRM, Marketing, Strategy, Creative Direction, Management, Leadership, Digital Marketing, Strategic Planning, Mobile Marketing, Segmentation, Analytics, Competitive Analysis, Digital Strategy, Program Management
Education
Xavier University 1996 — 1999
MBA
Northern Kentucky University
BS, Marketing
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Possible Worldwide June 2010 - November 2012
Fidelity Investments January 2005 - June 2010
HSR Business to Business November 2003 - January 2005
CoActive Marketing Group 2000 - 2003
WellPoint 1993 - 1999
Newtron Products Company 1991 - 1993
Skills
Integrated Marketing, Email Marketing, Marketing Strategy, Marketing Management, CRM, Marketing, Strategy, Creative Direction, Management, Leadership, Digital Marketing, Strategic Planning, Mobile Marketing, Segmentation, Analytics, Competitive Analysis, Digital Strategy, Program Management
Education
Xavier University 1996 — 1999
MBA
Northern Kentucky University
BS, Marketing
Andre Owen's Fidelity Investments Experience June 2009 - September 2010
Job Principal Systems Analyst at XTRAC Solutions, LLC (a Fidelity Investments Company)
Industry Financial Services
Experience
XTRAC Solutions, LLC September 2010 - Present
Fidelity Investments June 2009 - September 2010
First Advantage Credco November 2007 - March 2009
Fidelity Investments December 1998 - November 2007
Skills
Process Improvement, Project Management, Risk Management, PMP, Vendor Management, Business Analysis, Business Requirements, SDLC, SharePoint, Business Intelligence, User Acceptance Testing, Visio, Requirements Analysis, Financial Services, Integration, SQL, Agile Methodologies, Program Management, Change Management, Software Project..., CRM, Testing
Education
Northern Kentucky University 1996 — 2000
Bachelor's, Information Systems, Business Administration
XTRAC Solutions, LLC September 2010 - Present
Fidelity Investments June 2009 - September 2010
First Advantage Credco November 2007 - March 2009
Fidelity Investments December 1998 - November 2007
Skills
Process Improvement, Project Management, Risk Management, PMP, Vendor Management, Business Analysis, Business Requirements, SDLC, SharePoint, Business Intelligence, User Acceptance Testing, Visio, Requirements Analysis, Financial Services, Integration, SQL, Agile Methodologies, Program Management, Change Management, Software Project..., CRM, Testing
Education
Northern Kentucky University 1996 — 2000
Bachelor's, Information Systems, Business Administration
Sara Fath's Fidelity Investments Experience 2000 - 2003
Job Property Mgr
Industry Real Estate
Experience
Golden Avenue LLC February 2011 - Present
Happy Hands and Pampered Feet 1994 - 2010
Bang Nightclub January 2006 - July 2008
UBS Wealth Management 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Analysis, Asset Allocation, Financial Modeling, Investment Advisory, Asset Managment, Retirement, Investment Strategies, Event Management, Nonprofits
Education
Northern Kentucky University 1995 — 1999
BA, History, Business
Purcell Marian 1993 — 1995
High school diploma
Mariemont 1983 — 1993
Golden Avenue LLC February 2011 - Present
Happy Hands and Pampered Feet 1994 - 2010
Bang Nightclub January 2006 - July 2008
UBS Wealth Management 2003 - 2005
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Financial Analysis, Asset Allocation, Financial Modeling, Investment Advisory, Asset Managment, Retirement, Investment Strategies, Event Management, Nonprofits
Education
Northern Kentucky University 1995 — 1999
BA, History, Business
Purcell Marian 1993 — 1995
High school diploma
Mariemont 1983 — 1993
Albert Tejada's Fidelity Investments Experience October 2012 - March 2013
Job Senior Quality Assurance Engineer at Hobsons
Industry Information Technology and Services
Experience
Hobsons May 2015 - Present
Quest Diagnostics March 2013 - May 2015
Fidelity Investments October 2012 - March 2013
Humana March 2010 - September 2012
Humana March 2008 - March 2010
Skills
Health Insurance, Insurance, Medicare, Provider Relations, Network Development, HMO, Employee Benefits, Claim, PPO, Managed Care, Medicare Part D, Underwriting, Customer Service, Call Center, Process Improvement, Medicaid, Health Savings Accounts, Information Technology, Quality Assurance, Test Automation, Unix, HP QTP, HP QC, Manual Testing, Manual Test Execution, System Testing, Testing, User Acceptance Testing, Regression Testing, Integration Testing, Performance Testing, HP Quality Center, QTP, Quality Center, SQL, Test Planning, SDLC, Test Cases, Agile Methodologies, Databases, Software Development, Requirements Analysis, Selenium, Business Analysis, Oracle, XML, Java, Web Services, Software Documentation, Web Applications
Education
Northern Kentucky University 2010 — 2015
Hobsons May 2015 - Present
Quest Diagnostics March 2013 - May 2015
Fidelity Investments October 2012 - March 2013
Humana March 2010 - September 2012
Humana March 2008 - March 2010
Skills
Health Insurance, Insurance, Medicare, Provider Relations, Network Development, HMO, Employee Benefits, Claim, PPO, Managed Care, Medicare Part D, Underwriting, Customer Service, Call Center, Process Improvement, Medicaid, Health Savings Accounts, Information Technology, Quality Assurance, Test Automation, Unix, HP QTP, HP QC, Manual Testing, Manual Test Execution, System Testing, Testing, User Acceptance Testing, Regression Testing, Integration Testing, Performance Testing, HP Quality Center, QTP, Quality Center, SQL, Test Planning, SDLC, Test Cases, Agile Methodologies, Databases, Software Development, Requirements Analysis, Selenium, Business Analysis, Oracle, XML, Java, Web Services, Software Documentation, Web Applications
Education
Northern Kentucky University 2010 — 2015
Amy Flach's Fidelity Investments Experience January 2014 - Present
Job CSA at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments October 2008 - January 2014
Fidelity Investments June 2007 - October 2008
Fidelity Investments September 2006 - February 2007
Citi July 1995 - September 2006
Skills
Series 7, Series 63, Employee Training, Retirement, Insurance, Financial Services, 401k, Employee Benefits, Call Centers, Relationship Management, Team Building, Business Analysis, Customer Service, Financial Risk, Onboarding, Risk Management, Investments, Process Improvement
Education
Northern Kentucky University 1995 — 2000
Simon Kenton High School 1991 — 1995
Fidelity Investments January 2014 - Present
Fidelity Investments October 2008 - January 2014
Fidelity Investments June 2007 - October 2008
Fidelity Investments September 2006 - February 2007
Citi July 1995 - September 2006
Skills
Series 7, Series 63, Employee Training, Retirement, Insurance, Financial Services, 401k, Employee Benefits, Call Centers, Relationship Management, Team Building, Business Analysis, Customer Service, Financial Risk, Onboarding, Risk Management, Investments, Process Improvement
Education
Northern Kentucky University 1995 — 2000
Simon Kenton High School 1991 — 1995
Allen McDaniel's Fidelity Investments Experience 2006 - 2009
Job Vice President, Global Project Management, eBusiness at Citi
Industry Information Technology and Services
Experience
Citi 2011 - Present
Diversified Ophthalmics, Inc. 2009 - 2011
Fidelity Investments 2006 - 2009
Cincinnati Financial Corporation 2004 - 2006
R L Polk 1986 - 2004
Skills
Project Management, SDLC, E-commerce, Business Analysis, IT Strategy, Data Warehousing, SQL, Integration, Business Intelligence, Software Project..., Agile Methodologies, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, Vendor Management, Software Engineering, Process Improvement, Software Development, Team Building, Agile Project Management
Education
Northern Kentucky University
BS, Computer Science
Citi 2011 - Present
Diversified Ophthalmics, Inc. 2009 - 2011
Fidelity Investments 2006 - 2009
Cincinnati Financial Corporation 2004 - 2006
R L Polk 1986 - 2004
Skills
Project Management, SDLC, E-commerce, Business Analysis, IT Strategy, Data Warehousing, SQL, Integration, Business Intelligence, Software Project..., Agile Methodologies, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, Vendor Management, Software Engineering, Process Improvement, Software Development, Team Building, Agile Project Management
Education
Northern Kentucky University
BS, Computer Science
Amy (Kiger) Hill Amy (Kiger) Hill's Fidelity Investments Experience September 2006 - February 2009
Job Director, Workforce Management at RDI Marketing Services
Industry Financial Services
Experience
RDI Marketing Services June 2013 - Present
Kroger December 2012 - May 2013
Kroger June 2012 - December 2012
Convergys January 2011 - June 2012
Convergys June 2009 - December 2010
Fidelity Investments September 2006 - February 2009
Fidelity Investments May 2006 - September 2006
Fidelity Investments July 2001 - May 2006
Fidelity Investments November 1998 - July 2001
Skills
Call Centers, Business Process..., Program Management, Leadership, Management, Workforce Management, Training, Forecasting, Human Resources, Coaching, Resource Management, Strategy, Disaster Recovery, Contact Centers, Capacity Planning, Enterprise Software, Offshoring, Process Scheduler, Vendor Management, Process Improvement
Education
Xavier University 2001 — 2004
Masters, Education, School Counseling
Northern Kentucky University 1998 — 2000
Bachelor of Science, Psychology and Management
RDI Marketing Services June 2013 - Present
Kroger December 2012 - May 2013
Kroger June 2012 - December 2012
Convergys January 2011 - June 2012
Convergys June 2009 - December 2010
Fidelity Investments September 2006 - February 2009
Fidelity Investments May 2006 - September 2006
Fidelity Investments July 2001 - May 2006
Fidelity Investments November 1998 - July 2001
Skills
Call Centers, Business Process..., Program Management, Leadership, Management, Workforce Management, Training, Forecasting, Human Resources, Coaching, Resource Management, Strategy, Disaster Recovery, Contact Centers, Capacity Planning, Enterprise Software, Offshoring, Process Scheduler, Vendor Management, Process Improvement
Education
Xavier University 2001 — 2004
Masters, Education, School Counseling
Northern Kentucky University 1998 — 2000
Bachelor of Science, Psychology and Management
Alexander Mentzer's Fidelity Investments Experience March 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management
Education
Northern Kentucky University 2010 — 2014
"Bachelor of Finance", Finance, General
Fidelity Investments March 2015 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Time Management
Education
Northern Kentucky University 2010 — 2014
"Bachelor of Finance", Finance, General
Mitch King's Fidelity Investments Experience January 2011 - May 2011
Job GPS Business Development Manager at RACO Industries
Industry Information Technology and Services
Experience
RACO Industries June 2015 - Present
In Game Sports August 2007 - Present
In Game Sports August 2007 - Present
Enterprise Rent-A-Car September 2014 - July 2015
BlueStar April 2012 - April 2013
Cincinnati Cyclones/ US Bank Arena November 2011 - April 2012
US Bank Arena November 2011 - April 2012
In Game Sports August 2007 - December 2011
Fidelity Investments January 2011 - May 2011
Fidelity Investments January 2011 - May 2011
Skills
Sponsorship Sales, Sponsorship Management, Marketing Communications, Sponsorship, Advertising, Marketing, Event Planning, Social Media Marketing, Facebook, Public Relations, Social Media, Customer Service, Relationship Marketing, Public Speaking, Marketing Strategy, Account Management, Brand Awareness, Sports Marketing
Education
Northern Kentucky University 2007 — 2010
Sports business, Marketing, Sports business, Organizational Leadership, English
Northern Kentucky UniversityAugust 2010
BA/BS Sports Business, Organizational Leadership, English, Marketing
Ryle
RACO Industries June 2015 - Present
In Game Sports August 2007 - Present
In Game Sports August 2007 - Present
Enterprise Rent-A-Car September 2014 - July 2015
BlueStar April 2012 - April 2013
Cincinnati Cyclones/ US Bank Arena November 2011 - April 2012
US Bank Arena November 2011 - April 2012
In Game Sports August 2007 - December 2011
Fidelity Investments January 2011 - May 2011
Fidelity Investments January 2011 - May 2011
Skills
Sponsorship Sales, Sponsorship Management, Marketing Communications, Sponsorship, Advertising, Marketing, Event Planning, Social Media Marketing, Facebook, Public Relations, Social Media, Customer Service, Relationship Marketing, Public Speaking, Marketing Strategy, Account Management, Brand Awareness, Sports Marketing
Education
Northern Kentucky University 2007 — 2010
Sports business, Marketing, Sports business, Organizational Leadership, English
Northern Kentucky UniversityAugust 2010
BA/BS Sports Business, Organizational Leadership, English, Marketing
Ryle
Timothy J. Grogan II's Fidelity Investments Experience January 2012 - June 2014
Job Founder at Parliament Capital
Industry Investment Management
Experience
Parliament Capital Management, LLC January 2015 - Present
Fidelity Investments January 2012 - June 2014
Skills
Investments, Investment Strategies, Strategic Financial..., Marketing, Equities, Portfolio Management, Management, Negotiation, Sales, Finance, Options, Investment Management, Business Development, Entrepreneurship, Corporate Finance, Risk Management
Education
Northern Kentucky University
B.S., Economics
Parliament Capital Management, LLC January 2015 - Present
Fidelity Investments January 2012 - June 2014
Skills
Investments, Investment Strategies, Strategic Financial..., Marketing, Equities, Portfolio Management, Management, Negotiation, Sales, Finance, Options, Investment Management, Business Development, Entrepreneurship, Corporate Finance, Risk Management
Education
Northern Kentucky University
B.S., Economics
Kristy Pommier's Fidelity Investments Experience February 2011 - Present
Job
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Education
Northern Kentucky University 2004 — 2008
Public Relations, Communications, Theater
Fidelity Investments February 2011 - Present
Education
Northern Kentucky University 2004 — 2008
Public Relations, Communications, Theater
Martie Wolking's Fidelity Investments Experience 2002 - 2007
Job Adminstrator at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble March 2007 - Present
Fidelity Investments 2002 - 2007
Columbus Life Insurance Company 1997 - 2002
Education
Northern Kentucky University 1999 — 2006
BA, Journalism, Minor in English
Procter & Gamble March 2007 - Present
Fidelity Investments 2002 - 2007
Columbus Life Insurance Company 1997 - 2002
Education
Northern Kentucky University 1999 — 2006
BA, Journalism, Minor in English
Amber Hellebusch's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Red Lobster March 2007 - January 2015
Education
Northern Kentucky University 2009 — 2013
Bachelor of Science
Fidelity Investments February 2014 - Present
Red Lobster March 2007 - January 2015
Education
Northern Kentucky University 2009 — 2013
Bachelor of Science
Scott Marston Scott Marston's Fidelity Investments Experience 2000 - 2009
Job Market Sales Executive at Paycor
Industry Human Resources
Experience
Modern Office Methods April 2010 - June 2013
Fidelity Investments 2000 - 2009
Skills
Cold Calling, Managed Services, Sales Process, Direct Sales, Solution Selling, Account Management, Salesforce.com, iPhone, Customer Retention, Customer Service, Sales Management, Sales Operations, Sales Presentations, Customer Satisfaction, B2B, Selling, CRM, Sales, SaaS, New Business Development, Team Building, Marketing, Negotiation, Coaching, Managed Print Services, Key Account Management, Lead Generation, Selling Skills, Document Imaging, Contract Negotiation, Marketing Strategy, Time Management, Competitive Analysis, Sales Force Development, Training, Leadership
Education
Northern Kentucky University
BA, Speech Communication
Virginia Commonwealth University 1995 — 1997
Oak Hills High School 1992 — 1995
Modern Office Methods April 2010 - June 2013
Fidelity Investments 2000 - 2009
Skills
Cold Calling, Managed Services, Sales Process, Direct Sales, Solution Selling, Account Management, Salesforce.com, iPhone, Customer Retention, Customer Service, Sales Management, Sales Operations, Sales Presentations, Customer Satisfaction, B2B, Selling, CRM, Sales, SaaS, New Business Development, Team Building, Marketing, Negotiation, Coaching, Managed Print Services, Key Account Management, Lead Generation, Selling Skills, Document Imaging, Contract Negotiation, Marketing Strategy, Time Management, Competitive Analysis, Sales Force Development, Training, Leadership
Education
Northern Kentucky University
BA, Speech Communication
Virginia Commonwealth University 1995 — 1997
Oak Hills High School 1992 — 1995
Amy Odom's Fidelity Investments Experience June 2010 - Present
Job Sr. Manager at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments June 2000 - April 2010
Skills
Project Management, Disaster Recovery, Telecommunications, CRM, Management, PMP, IT Management, Vendor Management, Customer Service, SDLC, Change Management, Technical Support, Budgets, IT Strategy, Risk Management, Enterprise Software, Project Portfolio..., Process Improvement, Cross-functional Team..., IT Service Management, ITIL, PMO, Program Management, Requirements Analysis, Business Analysis, Visio, Leadership, Service Delivery
Education
Northern Kentucky University 1989 — 1993
Fidelity Investments June 2010 - Present
Fidelity Investments June 2000 - April 2010
Skills
Project Management, Disaster Recovery, Telecommunications, CRM, Management, PMP, IT Management, Vendor Management, Customer Service, SDLC, Change Management, Technical Support, Budgets, IT Strategy, Risk Management, Enterprise Software, Project Portfolio..., Process Improvement, Cross-functional Team..., IT Service Management, ITIL, PMO, Program Management, Requirements Analysis, Business Analysis, Visio, Leadership, Service Delivery
Education
Northern Kentucky University 1989 — 1993
Micah Preston's Fidelity Investments Experience June 2000 - June 2005
Job Executive Realtor at Realty Executives Select
Industry Real Estate
Experience
Realty Executives Select May 2005 - Present
Fidelity Investments June 2000 - June 2005
Skills
Residential, Real Estate, Negotiation, Investment Properties, Short Sales, Foreclosures, Home, First Time Home Buyers, Sellers, New Home Sales, Condos, Single Family Homes, Buyer Representation, Property, Property Management, FHA, Real Estate Transactions, Relocation, Residential Homes, Refinance, Listings, Investments, Investors, Marketing, REO, ABR, New Homes, Referrals
Education
Northern Kentucky University 1998 — 2003
BA, Finance
Realty Executives Select May 2005 - Present
Fidelity Investments June 2000 - June 2005
Skills
Residential, Real Estate, Negotiation, Investment Properties, Short Sales, Foreclosures, Home, First Time Home Buyers, Sellers, New Home Sales, Condos, Single Family Homes, Buyer Representation, Property, Property Management, FHA, Real Estate Transactions, Relocation, Residential Homes, Refinance, Listings, Investments, Investors, Marketing, REO, ABR, New Homes, Referrals
Education
Northern Kentucky University 1998 — 2003
BA, Finance
Beth Whitacre's Fidelity Investments Experience August 2015 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - Present
Global to Local Language Solutions January 2014 - June 2014
Boys and Girls Clubs of America November 2012 - January 2014
Skills
Program Development, Program Evaluation, Youth Development, Program Management, Management, Social Media, Leadership, Customer Service, Social Networking, Public Speaking, Microsoft Office, Microsoft Excel
Education
Northern Kentucky University 2010 — 2014
Organizational Leadership, Organizational Leadership, Senior
Northern Kentucky University 2010 — 2014
B.A. in Organizational Leadership, 3.4
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - Present
Global to Local Language Solutions January 2014 - June 2014
Boys and Girls Clubs of America November 2012 - January 2014
Skills
Program Development, Program Evaluation, Youth Development, Program Management, Management, Social Media, Leadership, Customer Service, Social Networking, Public Speaking, Microsoft Office, Microsoft Excel
Education
Northern Kentucky University 2010 — 2014
Organizational Leadership, Organizational Leadership, Senior
Northern Kentucky University 2010 — 2014
B.A. in Organizational Leadership, 3.4
Kalin Pearce's Fidelity Investments Experience January 2012 - August 2015
Job MPH/MBA Candidate at Washington University in Saint Louis
Industry Hospital & Health Care
Experience
Fidelity Investments January 2012 - August 2015
Gries Financial June 2011 - January 2012
UC Finance Club June 2010 - June 2011
UC Johnson Student Investment Fund May 2010 - June 2011
Fidelity Investments April 2008 - November 2010
Skills
Investments, Bloomberg, Microsoft Office Excel, Risk Management, Microsoft Excel, Management, Valuation, Financial Modeling, Equities, Strategic Financial..., Business Analysis, Financial Analysis, Finance, Asset Management, Mutual Funds, Securities, Project Management, Microsoft Office, Portfolio Management, PowerPoint, Corporate Finance, Leadership, Data Analysis, Access, Banking, Fixed Income, Investment Advisory
Education
Washington University in St. Louis 2015 — 2018
Master's Degree, MBA/MPH
Northern Kentucky University 2013 — 2013
Graduate Courses, Creative Writing
University of Cincinnati College of Business 2007 — 2011
BBA, Finance
University of Cincinnati - Professional Development & Continuing Education
Continuing Education
Professional Development Courses
Business Administration and Management, General
Fidelity Investments January 2012 - August 2015
Gries Financial June 2011 - January 2012
UC Finance Club June 2010 - June 2011
UC Johnson Student Investment Fund May 2010 - June 2011
Fidelity Investments April 2008 - November 2010
Skills
Investments, Bloomberg, Microsoft Office Excel, Risk Management, Microsoft Excel, Management, Valuation, Financial Modeling, Equities, Strategic Financial..., Business Analysis, Financial Analysis, Finance, Asset Management, Mutual Funds, Securities, Project Management, Microsoft Office, Portfolio Management, PowerPoint, Corporate Finance, Leadership, Data Analysis, Access, Banking, Fixed Income, Investment Advisory
Education
Washington University in St. Louis 2015 — 2018
Master's Degree, MBA/MPH
Northern Kentucky University 2013 — 2013
Graduate Courses, Creative Writing
University of Cincinnati College of Business 2007 — 2011
BBA, Finance
University of Cincinnati - Professional Development & Continuing Education
Continuing Education
Professional Development Courses
Business Administration and Management, General
Andrea Stevie's Fidelity Investments Experience August 2011 - February 2012
Job Research Analyst at Directions Research, Inc.
Industry Market Research
Experience
Directions Research, Inc. May 2014 - Present
Directions Research, Inc. March 2013 - May 2014
Directions Research, Inc. February 2012 - March 2013
Fidelity Investments August 2011 - February 2012
Fidelity Investments April 2011 - August 2011
Kroger October 2008 - December 2010
Skills
Competitive Analysis, Segmentation, Management, Advertising, Marketing, Analytics, Analysis, Product Development
Education
The University of Georgia 2015 — 2016
Master’s Degree, Marketing Research
Northern Kentucky University 2006 — 2010
Bachelor’s Degree, Marketing, Business Administration
American University in Dubai
Marketing, Business Administration
Directions Research, Inc. May 2014 - Present
Directions Research, Inc. March 2013 - May 2014
Directions Research, Inc. February 2012 - March 2013
Fidelity Investments August 2011 - February 2012
Fidelity Investments April 2011 - August 2011
Kroger October 2008 - December 2010
Skills
Competitive Analysis, Segmentation, Management, Advertising, Marketing, Analytics, Analysis, Product Development
Education
The University of Georgia 2015 — 2016
Master’s Degree, Marketing Research
Northern Kentucky University 2006 — 2010
Bachelor’s Degree, Marketing, Business Administration
American University in Dubai
Marketing, Business Administration
Rex Points II's Fidelity Investments Experience September 2012 - January 2013
Job Experienced Marketing and Communication Professional
Industry Financial Services
Experience
Paycor August 2015 - Present
Xerox January 2014 - April 2015
Xerox HR Solutions, LLC January 2013 - January 2014
Fidelity Investments September 2012 - January 2013
Fidelity Investments October 2009 - October 2012
Fidelity Investments September 2008 - October 2009
Fidelity Investments March 2006 - September 2008
2005-2006Fidelity Investments May 2005 - March 2006
Fidelity Investments January 1999 - January 2005
Fidelity Investments January 1997 - January 1999
Skills
Strategic Communications, Building Relationships, Production Management, Consulting, Print Production Process, Marketing Communications, Integrated Marketing, Marketing, Relationship Management, Financial Services, Editing, 401k, Direct Mail, Retirement, Copywriting, Vendor Management, Securities, Communications Planning, Advertising, Production Managment, Project Management, Management, Strategy, Analysis, Strategic Planning, Public Relations, Internal Communications, Change Management, Sales, Corporate Communications, Employee Benefits, Program Management, Outsourcing, Business Process..., Team Building, Customer Service, Process Improvement, Leadership, Problem Solving, Microsoft Office, Communication, Business Analysis, CRM, Team Leadership, Budgets, Business Development, Marketing Strategy, Risk Management
Education
Northern Kentucky University 1993 — 1998
Bachelor's degree, Journalism
Highlands High School 1988 — 1993
Paycor August 2015 - Present
Xerox January 2014 - April 2015
Xerox HR Solutions, LLC January 2013 - January 2014
Fidelity Investments September 2012 - January 2013
Fidelity Investments October 2009 - October 2012
Fidelity Investments September 2008 - October 2009
Fidelity Investments March 2006 - September 2008
2005-2006Fidelity Investments May 2005 - March 2006
Fidelity Investments January 1999 - January 2005
Fidelity Investments January 1997 - January 1999
Skills
Strategic Communications, Building Relationships, Production Management, Consulting, Print Production Process, Marketing Communications, Integrated Marketing, Marketing, Relationship Management, Financial Services, Editing, 401k, Direct Mail, Retirement, Copywriting, Vendor Management, Securities, Communications Planning, Advertising, Production Managment, Project Management, Management, Strategy, Analysis, Strategic Planning, Public Relations, Internal Communications, Change Management, Sales, Corporate Communications, Employee Benefits, Program Management, Outsourcing, Business Process..., Team Building, Customer Service, Process Improvement, Leadership, Problem Solving, Microsoft Office, Communication, Business Analysis, CRM, Team Leadership, Budgets, Business Development, Marketing Strategy, Risk Management
Education
Northern Kentucky University 1993 — 1998
Bachelor's degree, Journalism
Highlands High School 1988 — 1993
William Whiteley's Fidelity Investments Experience July 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
FedEx Ground January 2010 - July 2015
Skills
Strong Leadership, Communication &..., Goal oriented,..., Team Motivation Skills, Analytical and..., Operations Management, Staff Forecasting &..., Strong Work Ethic, Team Building, Integrity, Coaching & Mentoring, Planning Budgeting &..., Project Management, Leadership, Operations Management
Education
Northern Kentucky University 2005 — 2009
BS Economics, Business Administration and Management, General
Fidelity Investments July 2015 - Present
FedEx Ground January 2010 - July 2015
Skills
Strong Leadership, Communication &..., Goal oriented,..., Team Motivation Skills, Analytical and..., Operations Management, Staff Forecasting &..., Strong Work Ethic, Team Building, Integrity, Coaching & Mentoring, Planning Budgeting &..., Project Management, Leadership, Operations Management
Education
Northern Kentucky University 2005 — 2009
BS Economics, Business Administration and Management, General
Pam Shepherd Kool's Fidelity Investments Experience August 2006 - January 2008
Job Senior Talent Acquisition Business Partner Recruiting Higher Ed Sales North America/US
Industry Staffing and Recruiting
Experience
Cengage Learning March 2015 - Present
Structure First April 2012 - March 2015
Omya October 2011 - April 2012
Fidelity Investments August 2006 - January 2008
Fifth Third Bank November 2001 - May 2005
Robert Half 1994 - 1995
Robert Half 1994 - 1995
Skills
Full-cycle Recruiting, College Recruiting, Technical Recruiting, Direct Recruiting, Commercial Banking, Talent Acquisition, Leadership, SDLC, Management, Recruiting, Onboarding, Sourcing, Team Leadership, Temporary Placement, Human Resources, Team Building, Project Management, Sales
Education
Northern Kentucky University
Bachelor of Science, Accounting
Cengage Learning March 2015 - Present
Structure First April 2012 - March 2015
Omya October 2011 - April 2012
Fidelity Investments August 2006 - January 2008
Fifth Third Bank November 2001 - May 2005
Robert Half 1994 - 1995
Robert Half 1994 - 1995
Skills
Full-cycle Recruiting, College Recruiting, Technical Recruiting, Direct Recruiting, Commercial Banking, Talent Acquisition, Leadership, SDLC, Management, Recruiting, Onboarding, Sourcing, Team Leadership, Temporary Placement, Human Resources, Team Building, Project Management, Sales
Education
Northern Kentucky University
Bachelor of Science, Accounting
Julie Vonderhaar's Fidelity Investments Experience February 2005 - May 2010
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2014 - Present
Office Operations Management Leadership in the Cincinnati Area 2014 - Present
State Farm Insurance July 2012 - November 2013
Fidelity Investments February 2005 - May 2010
Fidelity Investments February 1994 - February 2005
Skills
Financial Services, Office Management, Corporate Communications, Front Office, Office Administration, Back Office, Creative Problem Solving, Risk Management, Office Equipment, Team Management, Team Leadership, Customer Liason, Customer Oriented, Process Improvement, Financial Risk, Customer Retention, Office Manager, Internal Communications, Operational Risk..., Risk Assessment, Quality Auditing, Communication, Strategic Communications, Communication Skills, Enterprise Risk..., Operational Risk, Security Audits, Physical Security, Personal Data Protection, Presentations, Customer Support, Records Management, Resourceful..., Stock Control, Property & Casualty..., Health Insurance, Microsoft Office, Identity Theft, Refinance, Sales, Town Hall Meetings
Education
Northern Kentucky University
Bachelor's Degree, Mathematics, 3.50
Edward Jones June 2014 - Present
Office Operations Management Leadership in the Cincinnati Area 2014 - Present
State Farm Insurance July 2012 - November 2013
Fidelity Investments February 2005 - May 2010
Fidelity Investments February 1994 - February 2005
Skills
Financial Services, Office Management, Corporate Communications, Front Office, Office Administration, Back Office, Creative Problem Solving, Risk Management, Office Equipment, Team Management, Team Leadership, Customer Liason, Customer Oriented, Process Improvement, Financial Risk, Customer Retention, Office Manager, Internal Communications, Operational Risk..., Risk Assessment, Quality Auditing, Communication, Strategic Communications, Communication Skills, Enterprise Risk..., Operational Risk, Security Audits, Physical Security, Personal Data Protection, Presentations, Customer Support, Records Management, Resourceful..., Stock Control, Property & Casualty..., Health Insurance, Microsoft Office, Identity Theft, Refinance, Sales, Town Hall Meetings
Education
Northern Kentucky University
Bachelor's Degree, Mathematics, 3.50
Adam Lubbers's Fidelity Investments Experience July 2013 - December 2013
Job Payments Coordinator
Industry Financial Services
Experience
Medpace December 2013 - Present
Fidelity Investments July 2013 - December 2013
Bob Evans December 2006 - July 2013
Northern Kentucky University August 2009 - May 2013
Education
Northern Kentucky University 2009 — 2013
Chase College of Business, Finance, General
Medpace December 2013 - Present
Fidelity Investments July 2013 - December 2013
Bob Evans December 2006 - July 2013
Northern Kentucky University August 2009 - May 2013
Education
Northern Kentucky University 2009 — 2013
Chase College of Business, Finance, General
Amber Soden's Fidelity Investments Experience June 2014 - Present
Job Interim Service Manager
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments May 2011 - March 2012
Fidelity Investments May 2008 - May 2011
Fidelity Investments January 2007 - May 2008
Sibcy Cline Realtors March 2006 - May 2008
Skills
Sales, Sales Process, Financial Planning, Outbound Marketing, Microsoft Excel, Project Management, Leadership, Risk Management, Strategic Planning, Sales Trainings, Customer Service, Microsoft Office, Finance, Investments, Business Development, Employee Benefits, Customer Retention, Coaching
Education
Northern Kentucky University 2009 — 2014
Psychology, Mathematics (Statistics), 3.67 GPA
Fidelity Investments June 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments May 2011 - March 2012
Fidelity Investments May 2008 - May 2011
Fidelity Investments January 2007 - May 2008
Sibcy Cline Realtors March 2006 - May 2008
Skills
Sales, Sales Process, Financial Planning, Outbound Marketing, Microsoft Excel, Project Management, Leadership, Risk Management, Strategic Planning, Sales Trainings, Customer Service, Microsoft Office, Finance, Investments, Business Development, Employee Benefits, Customer Retention, Coaching
Education
Northern Kentucky University 2009 — 2014
Psychology, Mathematics (Statistics), 3.67 GPA
Abby Murphy's Fidelity Investments Experience 2005 - 2006
Job Domestic Engineer
Industry Nonprofit Organization Management
Experience
Murphy Enterprise April 2015 - Present
Republic National Distributing Company February 2011 - March 2015
Zumba August 2010 - July 2011
Verizon Wireless February 2005 - February 2010
Ashley Furniture 2005 - 2006
Fidelity Investments 2005 - 2006
Skills
Customer Service, Marketing Communications, Marketing Strategy, Sales Management, Online Advertising, Marketing, Cold Calling, Retail, Event Planning, Social Media, Social Networking, Direct Sales, Public Relations, Sales, Merchandising, Time Management, Brand Development, Advertising, Key Account Management, Budgets, Brand Management, Business Development, Coaching, Business Planning, Contract Negotiation
Education
Northern Kentucky University 2006 — 2010
Bachelor of Arts, Communication
Murphy Enterprise April 2015 - Present
Republic National Distributing Company February 2011 - March 2015
Zumba August 2010 - July 2011
Verizon Wireless February 2005 - February 2010
Ashley Furniture 2005 - 2006
Fidelity Investments 2005 - 2006
Skills
Customer Service, Marketing Communications, Marketing Strategy, Sales Management, Online Advertising, Marketing, Cold Calling, Retail, Event Planning, Social Media, Social Networking, Direct Sales, Public Relations, Sales, Merchandising, Time Management, Brand Development, Advertising, Key Account Management, Budgets, Brand Management, Business Development, Coaching, Business Planning, Contract Negotiation
Education
Northern Kentucky University 2006 — 2010
Bachelor of Arts, Communication
Allison M. Owens's Fidelity Investments Experience December 2007 - September 2013
Job Project Manager at Designs Direct Creative Group
Industry Design
Experience
Designs Direct Creative Group August 2015 - Present
Designs Direct LLC September 2013 - August 2015
Fidelity Investments December 2007 - September 2013
Northern Kentucky University August 2006 - December 2010
Skills
Customer Service, Microsoft Excel, Outlook, Process Improvement, Data Analysis, Microsoft Office, Clerical Skills, Logistics, Project Management, Administrative..., Spreadsheets, Social Media, Editing, Leadership
Education
Northern Kentucky University 2006 — 2010
Bachelors, Management
Northern Kentucky University 2006 — 2010
Bachelor's Degree Business Management, Business, Management, Marketing, and Related Support Services
Designs Direct Creative Group August 2015 - Present
Designs Direct LLC September 2013 - August 2015
Fidelity Investments December 2007 - September 2013
Northern Kentucky University August 2006 - December 2010
Skills
Customer Service, Microsoft Excel, Outlook, Process Improvement, Data Analysis, Microsoft Office, Clerical Skills, Logistics, Project Management, Administrative..., Spreadsheets, Social Media, Editing, Leadership
Education
Northern Kentucky University 2006 — 2010
Bachelors, Management
Northern Kentucky University 2006 — 2010
Bachelor's Degree Business Management, Business, Management, Marketing, and Related Support Services
Kristin (Kris) Gilliland, PBD, SFR, SRS's Fidelity Investments Experience September 2005 - March 2014
Job Realtor at Sibcy Cline Realtors
Industry Real Estate
Experience
Sibcy Cline Realtors June 2009 - Present
Fidelity Investments September 2005 - March 2014
Fidelity Investments October 2004 - September 2005
Fidelity Investments February 2003 - October 2004
Fidelity Investments December 1999 - February 2002
Fidelity Investments March 1998 - December 1999
Fidelity Investments October 1996 - March 1998
Skills
CRM, Leadership, Management, Project Management, Process Improvement, Team Building, Goal Oriented, Sales, Negotiation, Marketing, Social Media Marketing
Education
Northern Kentucky University 1989 — 1993
English, Journalism
Batavia
Hondros College
Sibcy Cline Realtors June 2009 - Present
Fidelity Investments September 2005 - March 2014
Fidelity Investments October 2004 - September 2005
Fidelity Investments February 2003 - October 2004
Fidelity Investments December 1999 - February 2002
Fidelity Investments March 1998 - December 1999
Fidelity Investments October 1996 - March 1998
Skills
CRM, Leadership, Management, Project Management, Process Improvement, Team Building, Goal Oriented, Sales, Negotiation, Marketing, Social Media Marketing
Education
Northern Kentucky University 1989 — 1993
English, Journalism
Batavia
Hondros College
Amanda Trutschel's Fidelity Investments Experience April 2008 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Fifth Third Bank December 2007 - April 2008
Skills
Employee Benefits, Call Centers, Employee Relations, Benefits Administration, Customer Service, Performance Management, Leadership, Banking, Outlook, Microsoft Excel, Payroll, Microsoft Office, Employee Training, Financial Services, PowerPoint, Sales, Microsoft Word, Team Leadership, Coaching, Customer Satisfaction, Training, Process Improvement, Time Management, Cold Calling, Data Entry, Teamwork, Telephone Skills, Finance, Customer Experience, Critical Thinking, Leadership Development, Spreadsheets, Conflict Resolution, Business, Human Resources, Administration, New Hire Orientations, Windows 7, Microsoft Office 2007, Goal Oriented, 401k, Cross Selling, Customer Retention
Education
Northern Kentucky University 2007 — 2013
Bachelor of Arts (BA), Integrative Studies
Newport Central Catholic 2003 — 2007
General Studies
Fidelity Investments April 2008 - Present
Fifth Third Bank December 2007 - April 2008
Skills
Employee Benefits, Call Centers, Employee Relations, Benefits Administration, Customer Service, Performance Management, Leadership, Banking, Outlook, Microsoft Excel, Payroll, Microsoft Office, Employee Training, Financial Services, PowerPoint, Sales, Microsoft Word, Team Leadership, Coaching, Customer Satisfaction, Training, Process Improvement, Time Management, Cold Calling, Data Entry, Teamwork, Telephone Skills, Finance, Customer Experience, Critical Thinking, Leadership Development, Spreadsheets, Conflict Resolution, Business, Human Resources, Administration, New Hire Orientations, Windows 7, Microsoft Office 2007, Goal Oriented, 401k, Cross Selling, Customer Retention
Education
Northern Kentucky University 2007 — 2013
Bachelor of Arts (BA), Integrative Studies
Newport Central Catholic 2003 — 2007
General Studies
Christopher Siemer's Fidelity Investments Experience April 2008 - March 2014
Job Senior Account Manager, Retirement Plan Services at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services July 2015 - Present
Western & Southern Financial Group March 2014 - July 2015
Fidelity Investments April 2008 - March 2014
Sodexo May 2001 - September 2009
Northern Kentucky University May 2004 - May 2006
Skills
Customer Relations, Customer Service, Customer Satisfaction, 401k, 401k Rollovers, Workplace Investments, Retirement Planning, Retirement, Retirement Savings, Pensions, Pension Funds, Individual Pension Plans, Personal Pensions, Leadership, Management, Human Relationship, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Coaching, Constructive Feedback, Interviews, Microsoft Office, Investments, Time Management, Social Media, Public Speaking, Social Networking, Team Building, Marketing, Team Leadership, Project Management, Process Improvement, Mutual Funds, Financial Analysis, Budgets, Sales Management, Finance, Financial Services, Employee Benefits, Insurance, Financial Planning
Education
Northern Kentucky University 2003 — 2012
Bachelor of Arts, Organizational Leadership
Elder High School 1999 — 2003
Ohio National Financial Services July 2015 - Present
Western & Southern Financial Group March 2014 - July 2015
Fidelity Investments April 2008 - March 2014
Sodexo May 2001 - September 2009
Northern Kentucky University May 2004 - May 2006
Skills
Customer Relations, Customer Service, Customer Satisfaction, 401k, 401k Rollovers, Workplace Investments, Retirement Planning, Retirement, Retirement Savings, Pensions, Pension Funds, Individual Pension Plans, Personal Pensions, Leadership, Management, Human Relationship, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Coaching, Constructive Feedback, Interviews, Microsoft Office, Investments, Time Management, Social Media, Public Speaking, Social Networking, Team Building, Marketing, Team Leadership, Project Management, Process Improvement, Mutual Funds, Financial Analysis, Budgets, Sales Management, Finance, Financial Services, Employee Benefits, Insurance, Financial Planning
Education
Northern Kentucky University 2003 — 2012
Bachelor of Arts, Organizational Leadership
Elder High School 1999 — 2003
Amy Bulach's Fidelity Investments Experience November 2010 - June 2015
Job Administrative Assistant
Industry Construction
Experience
Local Union 392 JATC June 2015 - Present
Fidelity Investments November 2010 - June 2015
Cincinnati Reds 1995 - October 2014
Huntington National Bank September 2009 - October 2010
Fidelity Investments October 2008 - September 2009
Skills
Event Management, Customer Service, Leadership, Process Improvement, Sales, Microsoft Excel, Access, Banking, Outlook, Team Building, Management, Customer Retention, Teamwork, Time Management, Call Centers, PowerPoint, Microsoft Word
Education
Northern Kentucky University 2003 — 2005
Bachelor of Arts (B.A.), Elementary Education and Teaching
Thomas More College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
Scott High School 1993 — 1997
Local Union 392 JATC June 2015 - Present
Fidelity Investments November 2010 - June 2015
Cincinnati Reds 1995 - October 2014
Huntington National Bank September 2009 - October 2010
Fidelity Investments October 2008 - September 2009
Skills
Event Management, Customer Service, Leadership, Process Improvement, Sales, Microsoft Excel, Access, Banking, Outlook, Team Building, Management, Customer Retention, Teamwork, Time Management, Call Centers, PowerPoint, Microsoft Word
Education
Northern Kentucky University 2003 — 2005
Bachelor of Arts (B.A.), Elementary Education and Teaching
Thomas More College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
Scott High School 1993 — 1997
Shonda S. Cobb's Fidelity Investments Experience March 2008 - January 2011
Job Finance Department Kenton County Schools
Industry Education Management
Experience
Kenton County Schools Twenhofel October 2014 - Present
Kenton County Board of Education July 2014 - Present
Kenton County Schools September 2013 - July 2014
Kenton County Schools July 2012 - June 2014
Kenton County Schools September 2010 - September 2013
Fidelity Investments March 2008 - January 2011
Fifth Third Bank July 2007 - December 2007
FTPS Incentive Compensation August 2006 - July 2007
FTPS Incentive Compensation May 2005 - August 2006
Cincinnati Bell Telephone December 1995 - November 2004
Education
Northern Kentucky University 1989 — 1997
Bachelor of Science, Office Systems Technology/Business Education
Kenton County Schools Twenhofel October 2014 - Present
Kenton County Board of Education July 2014 - Present
Kenton County Schools September 2013 - July 2014
Kenton County Schools July 2012 - June 2014
Kenton County Schools September 2010 - September 2013
Fidelity Investments March 2008 - January 2011
Fifth Third Bank July 2007 - December 2007
FTPS Incentive Compensation August 2006 - July 2007
FTPS Incentive Compensation May 2005 - August 2006
Cincinnati Bell Telephone December 1995 - November 2004
Education
Northern Kentucky University 1989 — 1997
Bachelor of Science, Office Systems Technology/Business Education
Autumn Bennett's Fidelity Investments Experience January 1995 - August 2003
Job Student at Antonelli College
Industry Photography
Experience
antonelli College 2009 - Present
At Home Mom 2005 - 2008
Humana 2003 - 2004
fidelity investments January 1995 - August 2003
Education
Antonelli College 2008 — 2011
arts, photography
Northern Kentucky University 1990 — 1994
Education, High School Education
antonelli College 2009 - Present
At Home Mom 2005 - 2008
Humana 2003 - 2004
fidelity investments January 1995 - August 2003
Education
Antonelli College 2008 — 2011
arts, photography
Northern Kentucky University 1990 — 1994
Education, High School Education
Josh Lambert's Fidelity Investments Experience July 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Kroger April 2011 - May 2012
Best Buy August 2009 - April 2011
Fifth Third Bank July 2008 - August 2009
Skills
Microsoft Office 2007, Database design, HTML, SharePoint, Email Security, Customer Service, Microsoft Exchange, Visual Basic, Visio, Office 2010, Management, Retail
Education
Northern Kentucky University 2007 — 2012
Business Informatics, Informatics and Business, 3.2
Fidelity Investments July 2012 - Present
Kroger April 2011 - May 2012
Best Buy August 2009 - April 2011
Fifth Third Bank July 2008 - August 2009
Skills
Microsoft Office 2007, Database design, HTML, SharePoint, Email Security, Customer Service, Microsoft Exchange, Visual Basic, Visio, Office 2010, Management, Retail
Education
Northern Kentucky University 2007 — 2012
Business Informatics, Informatics and Business, 3.2
Joseph C. Ohmer Joseph C. Ohmer's Fidelity Investments Experience April 2006 - March 2009
Job Information Technology Professional
Industry Information Technology and Services
Experience
AmeriGas May 2014 - Present
Northern Kentucky University March 2010 - Present
Indecon Solutions August 2011 - May 2014
Fidelity Investments April 2006 - March 2009
Fidelity Investments July 2004 - April 2006
Fidelity Investments July 2000 - July 2004
ENTEX Information Services June 1998 - July 2000
Skills
Program Management, Recruiting, Six Sigma, CRM, Training, Management, Project Management, Leadership, Software Development, Project Planning, Troubleshooting, Testing, Networking, Operations Management, Customer Satisfaction, Business Analysis
Education
Northern Kentucky University 2010 — 2010
Certification, Business Process Analyst
University of Cincinnati 1984 — 1986
Criminal Justice
Elder High School 1979 — 1983
AmeriGas May 2014 - Present
Northern Kentucky University March 2010 - Present
Indecon Solutions August 2011 - May 2014
Fidelity Investments April 2006 - March 2009
Fidelity Investments July 2004 - April 2006
Fidelity Investments July 2000 - July 2004
ENTEX Information Services June 1998 - July 2000
Skills
Program Management, Recruiting, Six Sigma, CRM, Training, Management, Project Management, Leadership, Software Development, Project Planning, Troubleshooting, Testing, Networking, Operations Management, Customer Satisfaction, Business Analysis
Education
Northern Kentucky University 2010 — 2010
Certification, Business Process Analyst
University of Cincinnati 1984 — 1986
Criminal Justice
Elder High School 1979 — 1983
Natalie Sologic's Fidelity Investments Experience September 2006 - October 2008
Job Purchasing Coordinator at Omnicare
Industry Pharmaceuticals
Mechell Martin's Fidelity Investments Experience April 2007 - March 2008
Job Project Manager
Industry Financial Services
Experience
Synchrony Financial December 2014 - Present
US Bank February 2010 - November 2014
FirstGroup America September 2009 - November 2009
Axcess Financial November 2008 - March 2009
Axcess Financial March 2008 - November 2008
Fidelity Investments April 2007 - March 2008
Fifth Third Bank June 2006 - April 2007
GE Consumer Finance August 1991 - June 2006
Skills
Process Improvement, Requirements Analysis, Analytical Skills, Delivering projects on..., Leadership, Budgets, Negotiation, Risk Management, Business Analysis, Banking, Vendor Management, Business Process..., Project Management, Strategy, Team Leadership, Management Consulting, Management, Analysis, CRM
Education
Northern Kentucky University
B.S., Marketing
Six Sigma
Green Belt
Synchrony Financial December 2014 - Present
US Bank February 2010 - November 2014
FirstGroup America September 2009 - November 2009
Axcess Financial November 2008 - March 2009
Axcess Financial March 2008 - November 2008
Fidelity Investments April 2007 - March 2008
Fifth Third Bank June 2006 - April 2007
GE Consumer Finance August 1991 - June 2006
Skills
Process Improvement, Requirements Analysis, Analytical Skills, Delivering projects on..., Leadership, Budgets, Negotiation, Risk Management, Business Analysis, Banking, Vendor Management, Business Process..., Project Management, Strategy, Team Leadership, Management Consulting, Management, Analysis, CRM
Education
Northern Kentucky University
B.S., Marketing
Six Sigma
Green Belt
LORI MANGAN, MSW, CSW's Fidelity Investments Experience December 2004 - July 2011
Job College & Career Advisor /Residential Therapist
Industry Individual & Family Services
Experience
Children's Home of Northern Kentucky July 2015 - Present
Commonwealth of Kentucky September 2012 - Present
Northern Kentucky University July 2014 - May 2015
Cincinnati-Hamilton County Community Action Agency October 2012 - April 2013
Fidelity Investments December 2004 - July 2011
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Career Counseling, Resume Writing, Teaching, Career Development, Adult Education, University Teaching, Curriculum Development, Staff Development, Program Development, Curriculum Design, Admissions, Community Outreach, Public Speaking, Research, Distance Learning, E-Learning, Editing, Leadership, Grant Writing, Fundraising
Education
Northern Kentucky University 2012 — 2015
Master's degree, Social Work
Northern Kentucky University 2000 — 2007
Bachelor of Arts (B.A.), Journalism- Advertising
Children's Home of Northern Kentucky July 2015 - Present
Commonwealth of Kentucky September 2012 - Present
Northern Kentucky University July 2014 - May 2015
Cincinnati-Hamilton County Community Action Agency October 2012 - April 2013
Fidelity Investments December 2004 - July 2011
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Career Counseling, Resume Writing, Teaching, Career Development, Adult Education, University Teaching, Curriculum Development, Staff Development, Program Development, Curriculum Design, Admissions, Community Outreach, Public Speaking, Research, Distance Learning, E-Learning, Editing, Leadership, Grant Writing, Fundraising
Education
Northern Kentucky University 2012 — 2015
Master's degree, Social Work
Northern Kentucky University 2000 — 2007
Bachelor of Arts (B.A.), Journalism- Advertising
Rick Mann's Fidelity Investments Experience January 2008 - February 2009
Job ServiceNow Developer at 84.51˚
Industry Market Research
Experience
84.51˚ April 2015 - Present
dunnhumbyUSA September 2011 - April 2015
Great American Insurance April 2011 - July 2011
Great American Financial Resources June 2009 - April 2011
Fidelity Investments January 2008 - February 2009
Fifth Third Bank August 2007 - December 2007
Fifth Third Bank January 2003 - August 2007
Fifth Third Bank January 1999 - January 2003
Fifth Third Bank March 1997 - January 1999
Skills
IT Service Management, ITIL, Incident Management, Integration, Unix, Technical Support, ITIL Certified, Vendor Management, Troubleshooting, Change Management, Configuration Management, SDLC, Microsoft SQL Server, Process Improvement, System Deployment, Enterprise Software, HTML, Information Technology, IT Operations, Problem Management, Technical Documentation, JavaScript, Visio, Windows, XML, Jelly, CSS, Content Management, Service Automation, Process Design, Asset Management, CMDB, Knowledge Management, Relational Databases, Service-Now, Service-now.com, SaaS, PaaS, Workflow Management, Infrastructure, ITIL v3 Foundations..., System Administration, Requirements Gathering, Databases, Service Delivery, Powershell, Orchestration, Workflow Applications, ServiceNow, Enterprise Architecture
Education
Northern Kentucky University 1991 — 1997
•Bachelor of Science
84.51˚ April 2015 - Present
dunnhumbyUSA September 2011 - April 2015
Great American Insurance April 2011 - July 2011
Great American Financial Resources June 2009 - April 2011
Fidelity Investments January 2008 - February 2009
Fifth Third Bank August 2007 - December 2007
Fifth Third Bank January 2003 - August 2007
Fifth Third Bank January 1999 - January 2003
Fifth Third Bank March 1997 - January 1999
Skills
IT Service Management, ITIL, Incident Management, Integration, Unix, Technical Support, ITIL Certified, Vendor Management, Troubleshooting, Change Management, Configuration Management, SDLC, Microsoft SQL Server, Process Improvement, System Deployment, Enterprise Software, HTML, Information Technology, IT Operations, Problem Management, Technical Documentation, JavaScript, Visio, Windows, XML, Jelly, CSS, Content Management, Service Automation, Process Design, Asset Management, CMDB, Knowledge Management, Relational Databases, Service-Now, Service-now.com, SaaS, PaaS, Workflow Management, Infrastructure, ITIL v3 Foundations..., System Administration, Requirements Gathering, Databases, Service Delivery, Powershell, Orchestration, Workflow Applications, ServiceNow, Enterprise Architecture
Education
Northern Kentucky University 1991 — 1997
•Bachelor of Science
Shannon Smith Lewandowski's Fidelity Investments Experience April 2005 - June 2007
Job VP, Business Innovations
Industry Information Technology and Services
Experience
Rockfish July 2012 - Present
Northern Kentucky University September 2008 - Present
Possible Worldwide July 2009 - June 2012
Fidelity Investments, Inc. July 2007 - May 2009
Fidelity Investments April 2005 - June 2007
Fidelity Investments February 2003 - April 2005
SARK, a division of Software Architects, Inc. June 1999 - April 2005
Anthem August 2000 - December 2002
Great American August 2002 - October 2002
Gap Inc. August 1999 - June 2000
Skills
Technical Strategy, Mobile Technology, Digital Marketing, Technology Integration, Product Development, Social Media, Digital Strategy, Team Leadership, Technical Management, Java, Google Analytics, jQuery, Business Analysis, Blogging, IT Strategy, Agile Methodologies, Agile Project Management, Web Commerce, Enterprise Software, Lean Process Improvement, User Experience, Software Consulting, B2B Marketing, Retail Marketing, Digital Innovation, Program Management, Vendor Management, Project Management, Software Development, Analytics, Technology Management, Web Services, Mobile Applications, XML, SharePoint, Cross-functional Team..., SQL, Web Applications, Mobile Devices
Education
Northern Kentucky University 1995 — 1999
Bachelor of Science, Computer Science and Mathematics
Rockfish July 2012 - Present
Northern Kentucky University September 2008 - Present
Possible Worldwide July 2009 - June 2012
Fidelity Investments, Inc. July 2007 - May 2009
Fidelity Investments April 2005 - June 2007
Fidelity Investments February 2003 - April 2005
SARK, a division of Software Architects, Inc. June 1999 - April 2005
Anthem August 2000 - December 2002
Great American August 2002 - October 2002
Gap Inc. August 1999 - June 2000
Skills
Technical Strategy, Mobile Technology, Digital Marketing, Technology Integration, Product Development, Social Media, Digital Strategy, Team Leadership, Technical Management, Java, Google Analytics, jQuery, Business Analysis, Blogging, IT Strategy, Agile Methodologies, Agile Project Management, Web Commerce, Enterprise Software, Lean Process Improvement, User Experience, Software Consulting, B2B Marketing, Retail Marketing, Digital Innovation, Program Management, Vendor Management, Project Management, Software Development, Analytics, Technology Management, Web Services, Mobile Applications, XML, SharePoint, Cross-functional Team..., SQL, Web Applications, Mobile Devices
Education
Northern Kentucky University 1995 — 1999
Bachelor of Science, Computer Science and Mathematics
Amanda Burton's Fidelity Investments Experience March 1998 - July 1999
Job Manager, Asset Management Marketing; Senior RFP (Request for Proposal) Coordinator
Industry Investment Management
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF July 2012 - Present
PAICR January 2014 - Present
Fifth Third Asset Management November 2006 - July 2012
Fifth Third Asset Management, Inc. August 2001 - November 2006
Fifth Third Bank July 1999 - August 2001
Fidelity Investments March 1998 - July 1999
Skills
Spanish, Series 7, RFP, Proposal Writing, Sales Support, Institutional, Client Service, Excel, Financial Services, Mutual Funds, Microsoft Excel, Sales Operations, Series 63, Investment Management, Investments, Fixed Income, Investment Strategies, Asset Management, Equities, Alternative Investments, Banking, 401k, Management, Marketing
Education
Northern Kentucky University 1993 — 1997
BA, Spanish, Marketing
TIAA-CREF October 2013 - Present
TIAA-CREF July 2012 - Present
PAICR January 2014 - Present
Fifth Third Asset Management November 2006 - July 2012
Fifth Third Asset Management, Inc. August 2001 - November 2006
Fifth Third Bank July 1999 - August 2001
Fidelity Investments March 1998 - July 1999
Skills
Spanish, Series 7, RFP, Proposal Writing, Sales Support, Institutional, Client Service, Excel, Financial Services, Mutual Funds, Microsoft Excel, Sales Operations, Series 63, Investment Management, Investments, Fixed Income, Investment Strategies, Asset Management, Equities, Alternative Investments, Banking, 401k, Management, Marketing
Education
Northern Kentucky University 1993 — 1997
BA, Spanish, Marketing
R.J. Foltz, CEP's Fidelity Investments Experience January 2012 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments January 2009 - January 2012
Town & Country Sports & Health Club January 2003 - June 2010
Fideilty Investments April 2007 - January 2009
Fidelity Investments October 2005 - April 2007
Aston Oaks Golf Club 1999 - 2005
Triple Crown Country Club May 1997 - December 1999
Skills
Customer Relations, Customer Service, Event Management, Series 7, Client Services, Team Building, Sales, Marketing, Investments, Equities, Financial Services
Education
PGA of America 2001 — 2008
Class A Member, Golf Management
Northern Kentucky University 1992 — 1998
Bachelors, Finance
Santa Clara University
CEP, Certified Equity Professional
Fidelity Investments January 2012 - Present
Fidelity Investments January 2009 - January 2012
Town & Country Sports & Health Club January 2003 - June 2010
Fideilty Investments April 2007 - January 2009
Fidelity Investments October 2005 - April 2007
Aston Oaks Golf Club 1999 - 2005
Triple Crown Country Club May 1997 - December 1999
Skills
Customer Relations, Customer Service, Event Management, Series 7, Client Services, Team Building, Sales, Marketing, Investments, Equities, Financial Services
Education
PGA of America 2001 — 2008
Class A Member, Golf Management
Northern Kentucky University 1992 — 1998
Bachelors, Finance
Santa Clara University
CEP, Certified Equity Professional
Jennifer Robbers, ALMI, ACS, M.S.'s Fidelity Investments Experience November 2001 - October 2006
Job Complex Support Analyst at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services June 2015 - Present
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services October 2009 - Present
WellPoint August 2008 - October 2009
Northern Kentucky University - Psychology August 2007 - May 2008
Northern Kentucky University - Education June 2007 - August 2007
Northern Kentucky University November 2006 - July 2007
Fidelity Investments November 2001 - October 2006
Skills
Training, Customer Service, Time Management, Research, Microsoft Office, Leadership, Interviews, Data Analysis, Insurance, Critical Thinking, Event Management, Life Insurance, Close Attention to..., Multi Tasking, Organization &...
Education
Northern Kentucky University 2005 — 2008
MS, Industrial-Organizational Psychology
Northern Kentucky University 2000 — 2004
BS, Psychology
Ohio National Financial Services June 2015 - Present
Ohio National Financial Services January 2014 - Present
Ohio National Financial Services October 2009 - Present
WellPoint August 2008 - October 2009
Northern Kentucky University - Psychology August 2007 - May 2008
Northern Kentucky University - Education June 2007 - August 2007
Northern Kentucky University November 2006 - July 2007
Fidelity Investments November 2001 - October 2006
Skills
Training, Customer Service, Time Management, Research, Microsoft Office, Leadership, Interviews, Data Analysis, Insurance, Critical Thinking, Event Management, Life Insurance, Close Attention to..., Multi Tasking, Organization &...
Education
Northern Kentucky University 2005 — 2008
MS, Industrial-Organizational Psychology
Northern Kentucky University 2000 — 2004
BS, Psychology
Anthony Bosch's Fidelity Investments Experience January 2012 - Present
Job Branch Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Skills
Series 7, Series 66, Series 63, Retirement Planning, Insurance and Annuities, Life and Health
Education
Northern Kentucky University 1994 — 1998
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments January 2012 - Present
Skills
Series 7, Series 66, Series 63, Retirement Planning, Insurance and Annuities, Life and Health
Education
Northern Kentucky University 1994 — 1998
Bachelor of Arts (BA), Communication and Media Studies
Audrey Jett's Fidelity Investments Experience September 2014 - Present
Job Director, Thought Leadership Content Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments December 2011 - January 2015
Fidelity Investments January 2001 - December 2011
Fidelity Investments 1994 - 2001
Skills
Internal Communications, Business Development, Corporate Communications, Strategic Communications, Communication Training, Communications Planning, Strategy, Leadership, Financial Services, Product Marketing, Coaching, Training, Marketing, Marketing Communications, Integrated Marketing, Project Planning, Direct Marketing, Cross-functional Team..., Product Development, Marketing Strategy, Thought Leadership, Strategic Partnerships, Competitive Analysis, B2B Marketing, Brand Management, Relationship Management, Messaging, Digital Marketing, Email Marketing, Product Management, Message Development
Education
Northern Kentucky University 1989 — 1994
Bachelor of Arts (B.A.), International/Global Studies and Organizational Communications
Fidelity Investments September 2014 - Present
Fidelity Investments December 2011 - January 2015
Fidelity Investments January 2001 - December 2011
Fidelity Investments 1994 - 2001
Skills
Internal Communications, Business Development, Corporate Communications, Strategic Communications, Communication Training, Communications Planning, Strategy, Leadership, Financial Services, Product Marketing, Coaching, Training, Marketing, Marketing Communications, Integrated Marketing, Project Planning, Direct Marketing, Cross-functional Team..., Product Development, Marketing Strategy, Thought Leadership, Strategic Partnerships, Competitive Analysis, B2B Marketing, Brand Management, Relationship Management, Messaging, Digital Marketing, Email Marketing, Product Management, Message Development
Education
Northern Kentucky University 1989 — 1994
Bachelor of Arts (B.A.), International/Global Studies and Organizational Communications
Wendy Slavey's Fidelity Investments Experience June 2007 - Present
Job Sr. Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
Fidelity Investments December 1996 - June 2007
US Bank June 1979 - November 1996
Skills
Budgeting, Cross-functional Team..., Business Analysis, Portfolio Management, Manufacturing Operations, Payroll Distribution, Fulfillment Operations, Analysis, Leadership, Budgets, Program Management, SDLC, Vendor Management, New Business Development, Management
Education
Northern Kentucky University 1988 — 1994
Fidelity Investments June 2007 - Present
Fidelity Investments December 1996 - June 2007
US Bank June 1979 - November 1996
Skills
Budgeting, Cross-functional Team..., Business Analysis, Portfolio Management, Manufacturing Operations, Payroll Distribution, Fulfillment Operations, Analysis, Leadership, Budgets, Program Management, SDLC, Vendor Management, New Business Development, Management
Education
Northern Kentucky University 1988 — 1994
Aaron Cornett's Fidelity Investments Experience February 2009 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
Skills
Mutual Funds, 401k, Financial Services, Retirement, Relationship Management, Investments, Process Improvement, Business Analysis, Employee Benefits, Risk Management
Education
Northern Kentucky University 1994 — 1998
Bachelor of Arts (BA), Speech Communication
Fidelity Investments February 2009 - Present
Skills
Mutual Funds, 401k, Financial Services, Retirement, Relationship Management, Investments, Process Improvement, Business Analysis, Employee Benefits, Risk Management
Education
Northern Kentucky University 1994 — 1998
Bachelor of Arts (BA), Speech Communication
1 Kathy Home Fuse's Fidelity Investments Experience November 1996 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1996 - Present
Ecolab November 1993 - July 1995
Warner Lambert February 1992 - October 1993
General Mills February 1987 - July 1991
R. T. French June 1981 - January 1987
Procter & Gamble 1965 - 1981
Education
Northern Kentucky University 1976 — 1977
Notre Dame Academy 1961 — 1965
Fidelity Investments November 1996 - Present
Ecolab November 1993 - July 1995
Warner Lambert February 1992 - October 1993
General Mills February 1987 - July 1991
R. T. French June 1981 - January 1987
Procter & Gamble 1965 - 1981
Education
Northern Kentucky University 1976 — 1977
Notre Dame Academy 1961 — 1965
Andrew Weibel's Fidelity Investments Experience January 2011 - Present
Job Senior Manager, Transaction Services Division
Industry Consumer Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments May 2008 - January 2011
Fidelity Investments May 2004 - May 2008
John Nolan Ford August 1992 - February 2004
Skills
Risk Management, Strategic Planning, Process Improvement, Call Center, Leadership, Coaching, Call Centers, Cross-functional Team..., Team Leadership, Team Building, Customer Service, Start-ups, Team Management, Problem Solving, Process Control, Customer Oriented, Customer Satisfaction, Call Control, Operations Management, Operational Risk..., Process Management, Management, 401k, Series 63, FINRA, Series 6, Outlook, Forecasting, Defined Benefit, Vendor Management
Education
Ryan Insurance 1992 — 1992
Certified, Insurance
Northern Kentucky University 1985 — 1989
Criminal Justice/Law Enforcement Administration
Beechwood School 1973 — 1985
Fidelity Investments January 2011 - Present
Fidelity Investments May 2008 - January 2011
Fidelity Investments May 2004 - May 2008
John Nolan Ford August 1992 - February 2004
Skills
Risk Management, Strategic Planning, Process Improvement, Call Center, Leadership, Coaching, Call Centers, Cross-functional Team..., Team Leadership, Team Building, Customer Service, Start-ups, Team Management, Problem Solving, Process Control, Customer Oriented, Customer Satisfaction, Call Control, Operations Management, Operational Risk..., Process Management, Management, 401k, Series 63, FINRA, Series 6, Outlook, Forecasting, Defined Benefit, Vendor Management
Education
Ryan Insurance 1992 — 1992
Certified, Insurance
Northern Kentucky University 1985 — 1989
Criminal Justice/Law Enforcement Administration
Beechwood School 1973 — 1985
Angela Buschmann's Fidelity Investments Experience 2014 - Present
Job Senior Amendment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2006 - 2014
Skills
FINRA, Risk Management, Mutual Funds, 401k, Series 63, Series 7, Investments, Retirement, Retirement Planning
Education
Northern Kentucky University 1994 — 1999
Fidelity Investments 2014 - Present
Fidelity Investments 2006 - 2014
Skills
FINRA, Risk Management, Mutual Funds, 401k, Series 63, Series 7, Investments, Retirement, Retirement Planning
Education
Northern Kentucky University 1994 — 1999
Adam Smock's Fidelity Investments Experience July 2006 - Present
Job Financial Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Fischer Homes April 2005 - July 2006
US Banccorp May 2001 - July 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Investments, Strategic Financial..., Wealth Management, Securities, Fixed Annuities, Asset Allocation, Financial Services, 401k, Portfolio Management, Financial Analysis, IRAs
Education
Northern Kentucky University 2000 — 2005
Bachelor's degree, Marketing
Fidelity Investments July 2006 - Present
Fischer Homes April 2005 - July 2006
US Banccorp May 2001 - July 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Retirement, Investments, Strategic Financial..., Wealth Management, Securities, Fixed Annuities, Asset Allocation, Financial Services, 401k, Portfolio Management, Financial Analysis, IRAs
Education
Northern Kentucky University 2000 — 2005
Bachelor's degree, Marketing
Alex Edmonds's Fidelity Investments Experience November 1993 - Present
Job Senior Operations Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1993 - Present
Skills
Cross-functional Team..., Operations Management, Process Improvement, Project Management, Relationship Management
Education
Northern Kentucky University 1978 — 1985
BS, Operations Management
Fidelity Investments November 1993 - Present
Skills
Cross-functional Team..., Operations Management, Process Improvement, Project Management, Relationship Management
Education
Northern Kentucky University 1978 — 1985
BS, Operations Management
Andrew Boehmer's Fidelity Investments Experience April 1994 - Present
Job Middleware Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1994 - Present
Fidelity Investments 2000 - 2005
Fidelity Investments 1996 - 2002
Skills
Websphere, Middleware, Solaris, AIX, Unix Shell Scripting, Oracle, Unix, WebSphere Application..., Tomcat, SOA, Enterprise Architecture, Shell Scripting, Java Enterprise Edition, Solution Architecture, Databases, PL/SQL, Weblogic, JMS, JDBC, Performance Tuning, Apache, DB2
Education
Northern Kentucky University 1996 — 2003
B.A., Computer Science
Fidelity Investments April 1994 - Present
Fidelity Investments 2000 - 2005
Fidelity Investments 1996 - 2002
Skills
Websphere, Middleware, Solaris, AIX, Unix Shell Scripting, Oracle, Unix, WebSphere Application..., Tomcat, SOA, Enterprise Architecture, Shell Scripting, Java Enterprise Edition, Solution Architecture, Databases, PL/SQL, Weblogic, JMS, JDBC, Performance Tuning, Apache, DB2
Education
Northern Kentucky University 1996 — 2003
B.A., Computer Science
Adele Ng's Fidelity Investments Experience December 2004 - Present
Job Financial Service Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments December 2004 - Present
Education
Northern Kentucky University 2001 — 2008
Bachelor of Science, Accounting
Fidelity Investments December 2004 - Present
Education
Northern Kentucky University 2001 — 2008
Bachelor of Science, Accounting
Melissa Phelps's Fidelity Investments Experience 2003 - 2004
Job Ohayocon 2015 CFO
Industry Events Services
Experience
Ohayocon llc 2000 - Present
Ohayocon LLC 2007 - 2011
Ohayocon 2009 - 2010
Atkins & Pearce August 2006 - October 2009
Fidelity Investments 2003 - 2004
Education
Northern Kentucky University 2003 — 2006
MBA, Total Quality Systems
Northern Kentucky University 1996 — 2003
BA, THEATER
Scott High School 1986 — 1990
Music
Ohayocon llc 2000 - Present
Ohayocon LLC 2007 - 2011
Ohayocon 2009 - 2010
Atkins & Pearce August 2006 - October 2009
Fidelity Investments 2003 - 2004
Education
Northern Kentucky University 2003 — 2006
MBA, Total Quality Systems
Northern Kentucky University 1996 — 2003
BA, THEATER
Scott High School 1986 — 1990
Music
Barb Ash Berkemeier's Fidelity Investments Experience March 2007 - Present
Job Senior Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments November 1998 - March 2007
Senior Additions Specialist May 1996 - November 1998
Fidelity Investments February 1994 - May 1996
Internal Revenue Service October 1993 - February 1994
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, SQL, Agile Methodologies, Visio, Requirements Gathering, Financial Services, Process Improvement, Unix, Software Project...
Education
Thomas More College 1996 — 1999
Master's degree in Business Administration, Finance/Accounting, 3.6
Northern Kentucky University 1987 — 1992
Bachlor of Science, Accounting and Finance, 3.4
Fidelity Investments March 2007 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments November 1998 - March 2007
Senior Additions Specialist May 1996 - November 1998
Fidelity Investments February 1994 - May 1996
Internal Revenue Service October 1993 - February 1994
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, SQL, Agile Methodologies, Visio, Requirements Gathering, Financial Services, Process Improvement, Unix, Software Project...
Education
Thomas More College 1996 — 1999
Master's degree in Business Administration, Finance/Accounting, 3.6
Northern Kentucky University 1987 — 1992
Bachlor of Science, Accounting and Finance, 3.4
Anthony Krebs's Fidelity Investments Experience 2000 - 2002
Job Disc Jockey at DJ Butlers
Industry Publishing
Experience
Cengage Learning May 2002 - Present
DJ Butlers May 2000 - Present
Fidelity Investments 2000 - 2002
P&G 1996 - 2000
Education
Northern Kentucky University 1996 — 2000
BS, Communications
Conner High School 1992 — 1996
Graduate
Cengage Learning May 2002 - Present
DJ Butlers May 2000 - Present
Fidelity Investments 2000 - 2002
P&G 1996 - 2000
Education
Northern Kentucky University 1996 — 2000
BS, Communications
Conner High School 1992 — 1996
Graduate
Thomas Steltenkamp, MBA's Fidelity Investments Experience May 2007 - October 2014
Job Investment Operations
Industry Financial Services
Experience
Schimberg Financial Group October 2014 - Present
Northern Kentucky Consulting Group April 2012 - Present
Fidelity Investments May 2007 - October 2014
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Investments, Wealth Management, Retirement, Securities, Strategic Financial..., Portfolio Management, 401k, FINRA, Financial Analysis, Risk Management, Finance
Education
Thomas More College 2010 — 2011
Masters in Business Administration
Northern Kentucky University 2001 — 2003
Bachelor of Science, Finance
University of Kentucky 1998 — 2001
Covington Catholic High School 1994 — 1998
Schimberg Financial Group October 2014 - Present
Northern Kentucky Consulting Group April 2012 - Present
Fidelity Investments May 2007 - October 2014
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Investments, Wealth Management, Retirement, Securities, Strategic Financial..., Portfolio Management, 401k, FINRA, Financial Analysis, Risk Management, Finance
Education
Thomas More College 2010 — 2011
Masters in Business Administration
Northern Kentucky University 2001 — 2003
Bachelor of Science, Finance
University of Kentucky 1998 — 2001
Covington Catholic High School 1994 — 1998
Amberlee Wolff's Fidelity Investments Experience 2007 - Present
Job Account Specialist and Freelance Writer/Editor
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Self-employed 2007 - Present
Fitworks 2005 - 2007
Citibank 2002 - 2005
Education
Northern Kentucky University 2003 — 2007
Bachelor of Arts (with Honors), English
Fidelity Investments 2007 - Present
Self-employed 2007 - Present
Fitworks 2005 - 2007
Citibank 2002 - 2005
Education
Northern Kentucky University 2003 — 2007
Bachelor of Arts (with Honors), English
Angela Ionna's Fidelity Investments Experience 2007 - 2009
Job Team Leader
Industry Financial Services
Experience
The Standard October 2013 - Present
The Standard May 2009 - October 2013
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Medical Research Laboratores 2000 - 2005
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science, Industrial Labor Relations
The Standard October 2013 - Present
The Standard May 2009 - October 2013
Fidelity Investments 2007 - 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Medical Research Laboratores 2000 - 2005
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science, Industrial Labor Relations
Shari Hamilton's Fidelity Investments Experience November 2013 - Present
Job Sr. Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
DHL Express January 2013 - October 2013
DHL Express June 2009 - October 2013
Fidelity Investments May 1996 - February 2009
Self-employed November 2002 - February 2005
Citicards February 2002 - November 2002
Skills
Visio, Outlook, Windows, Analysis, Account Reconciliation, Logistics Management, Management, Talent Management, Leadership, Process Improvement, Project Management, Adobe Acrobat, Access, Microsoft Word, Sales, Strategic Planning
Education
Northern Kentucky University 1987 — 1988
Business Administration
Lloyd Memorial High School 1986 — 1987
Business Administration
Fidelity Investments November 2013 - Present
DHL Express January 2013 - October 2013
DHL Express June 2009 - October 2013
Fidelity Investments May 1996 - February 2009
Self-employed November 2002 - February 2005
Citicards February 2002 - November 2002
Skills
Visio, Outlook, Windows, Analysis, Account Reconciliation, Logistics Management, Management, Talent Management, Leadership, Process Improvement, Project Management, Adobe Acrobat, Access, Microsoft Word, Sales, Strategic Planning
Education
Northern Kentucky University 1987 — 1988
Business Administration
Lloyd Memorial High School 1986 — 1987
Business Administration
Nick Lageman's Fidelity Investments Experience September 2007 - February 2009
Job Epic Analyst at Cincinnati Childrens Hospital Medical Center
Industry Computer Software
Experience
Cincinnati Childrens Hospital Medical Center July 2009 - Present
Fidelity Investments September 2007 - February 2009
Fidelity Investments March 2005 - September 2007
Traditions Golf Club May 1992 - June 2006
Crown Partners June 2002 - August 2002
Education
Northern Kentucky University 1996 — 2004
Bachelor of Science, Major: Computer Science, Minors: Mathematics, Business Administration
Cincinnati Childrens Hospital Medical Center July 2009 - Present
Fidelity Investments September 2007 - February 2009
Fidelity Investments March 2005 - September 2007
Traditions Golf Club May 1992 - June 2006
Crown Partners June 2002 - August 2002
Education
Northern Kentucky University 1996 — 2004
Bachelor of Science, Major: Computer Science, Minors: Mathematics, Business Administration
Thomas Wermeling's Fidelity Investments Experience November 2004 - August 2013
Job Manager, Client Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2015 - Present
Colonial Life January 2015 - March 2015
Midway Tack Shop LLC April 2008 - October 2014
Fidelity Investments November 2004 - August 2013
Fidelity Investments 1994 - 2004
Skills
Investments, Process Improvement, Financial Analysis, Start-ups, Insurance, Training, Mergers & Acquisitions, Auditing, Financial Planning, Sales, Marketing
Education
Xavier University
Masters Business Administration
Northern Kentucky University
Bachelor of Organizational Studies, Business Admnistration
Transamerica Retirement Solutions April 2015 - Present
Colonial Life January 2015 - March 2015
Midway Tack Shop LLC April 2008 - October 2014
Fidelity Investments November 2004 - August 2013
Fidelity Investments 1994 - 2004
Skills
Investments, Process Improvement, Financial Analysis, Start-ups, Insurance, Training, Mergers & Acquisitions, Auditing, Financial Planning, Sales, Marketing
Education
Xavier University
Masters Business Administration
Northern Kentucky University
Bachelor of Organizational Studies, Business Admnistration
Nathan Eten's Fidelity Investments Experience May 2007 - July 2011
Job Coordinator of Youth Ministry
Industry Religious Institutions
Experience
St. Margaret-St. John and St. Anthony July 2011 - Present
Fidelity Investments May 2007 - July 2011
NKYSports.com August 2004 - March 2009
Fidelity Investments December 2005 - May 2007
Skills
Communication, Public Speaking, Youth Ministry, Youth Development, Youth Leadership, Catholic Theology, Team Leadership, Customer Service, Fundraising, Youth At Risk, Youth Mentoring, Youth Empowerment, Community Outreach, Microsoft Office, Microsoft Word, Event Planning, Motivational Speaking, Social Media, Coaching, Networking, Youth Programs, Youth Engagement, Social Medi, Speaking, Team Management, Teamwork, Leadership, Organization Skills, Time Management, Emotional Intelligence, Interpersonal..., Management, Marketing, Project Management, Strategic Planning, Social Networking
Education
Northern Kentucky University 2003 — 2007
Bachelor, Electronic Media Broadcasting
St. Margaret-St. John and St. Anthony July 2011 - Present
Fidelity Investments May 2007 - July 2011
NKYSports.com August 2004 - March 2009
Fidelity Investments December 2005 - May 2007
Skills
Communication, Public Speaking, Youth Ministry, Youth Development, Youth Leadership, Catholic Theology, Team Leadership, Customer Service, Fundraising, Youth At Risk, Youth Mentoring, Youth Empowerment, Community Outreach, Microsoft Office, Microsoft Word, Event Planning, Motivational Speaking, Social Media, Coaching, Networking, Youth Programs, Youth Engagement, Social Medi, Speaking, Team Management, Teamwork, Leadership, Organization Skills, Time Management, Emotional Intelligence, Interpersonal..., Management, Marketing, Project Management, Strategic Planning, Social Networking
Education
Northern Kentucky University 2003 — 2007
Bachelor, Electronic Media Broadcasting
Molly Russell's Fidelity Investments Experience November 2005 - March 2006
Job 21st Century Site Based Program Coordinator at YMCA of Greater Cincinnati
Industry Higher Education
Experience
YMCA of Greater Cincinnati March 2014 - Present
The Princeton Review December 2012 - January 2014
University of Cincinnati February 2008 - December 2011
CBS Personnel May 2006 - February 2008
ABRACADABRA ENTERTAINMENT April 2000 - July 2007
Veritude March 2006 - May 2006
Fidelity Investments November 2005 - March 2006
Fidelity Investments March 2005 - September 2005
PROVIDENT BANK August 2003 - March 2005
WESTERN SOUTHERN LIFE INSURANCE September 2004 - December 2004
Skills
Typing, Filing, Financial Reporting, Grant Administration, Fund Accounting, Fundraising, Higher Education, Customer Service, Balancing Budgets, Purchasing, Event Planning, Staff Supervision, Newsletters, Hiring Employees, SAP, PeopleAdmin, Mainframe, Microsoft Office, Public Relations, Public Speaking, Marketing, Social Media, Microsoft Word, PowerPoint
Education
Northern Kentucky University 2014 — 2014
Mathematics Teacher Education
University of Cincinnati 2008 — 2009
Certificate, Public Relations
University of Cincinnati 2000 — 2005
Bachelor of Arts, Communication; Public Relations
YMCA of Greater Cincinnati March 2014 - Present
The Princeton Review December 2012 - January 2014
University of Cincinnati February 2008 - December 2011
CBS Personnel May 2006 - February 2008
ABRACADABRA ENTERTAINMENT April 2000 - July 2007
Veritude March 2006 - May 2006
Fidelity Investments November 2005 - March 2006
Fidelity Investments March 2005 - September 2005
PROVIDENT BANK August 2003 - March 2005
WESTERN SOUTHERN LIFE INSURANCE September 2004 - December 2004
Skills
Typing, Filing, Financial Reporting, Grant Administration, Fund Accounting, Fundraising, Higher Education, Customer Service, Balancing Budgets, Purchasing, Event Planning, Staff Supervision, Newsletters, Hiring Employees, SAP, PeopleAdmin, Mainframe, Microsoft Office, Public Relations, Public Speaking, Marketing, Social Media, Microsoft Word, PowerPoint
Education
Northern Kentucky University 2014 — 2014
Mathematics Teacher Education
University of Cincinnati 2008 — 2009
Certificate, Public Relations
University of Cincinnati 2000 — 2005
Bachelor of Arts, Communication; Public Relations
Aaron Nieporte's Fidelity Investments Experience January 2000 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2000 - Present
Skills
Problem Solving, Negotiation, Superior Client Service, Detailed Organization
Education
Northern Kentucky University
MBA
Fidelity Investments January 2000 - Present
Skills
Problem Solving, Negotiation, Superior Client Service, Detailed Organization
Education
Northern Kentucky University
MBA
Laura Stricker's Fidelity Investments Experience January 2007 - October 2007
Job Experienced Sales Keyholder
Industry Retail
Experience
Eddie Bauer August 2007 - May 2009
Fidelity Investments January 2007 - October 2007
Education
Northern Kentucky University
Eddie Bauer August 2007 - May 2009
Fidelity Investments January 2007 - October 2007
Education
Northern Kentucky University
Alexander Chernov's Fidelity Investments Experience January 2006 - December 2006
Job CEO at Alux International LLC
Industry Luxury Goods & Jewelry
Experience
Alux International LLC March 2015 - Present
Rina Systems Inc. December 2006 - March 2015
Fidelity Investments January 2006 - December 2006
INPROM Open Joint-Stock Company August 2002 - May 2004
Skills
Financial Reporting, Accounting, Portfolio Management, Investments, Auditing, Accounts Payable, Sales Management, Analysis, Marketing
Education
Northern Kentucky University 2004 — 2006
B.S., Finance, Accounting
Southern Federal University (former Rostov State University) 1997 — 2002
B.S., Engineering, CAD
Alux International LLC March 2015 - Present
Rina Systems Inc. December 2006 - March 2015
Fidelity Investments January 2006 - December 2006
INPROM Open Joint-Stock Company August 2002 - May 2004
Skills
Financial Reporting, Accounting, Portfolio Management, Investments, Auditing, Accounts Payable, Sales Management, Analysis, Marketing
Education
Northern Kentucky University 2004 — 2006
B.S., Finance, Accounting
Southern Federal University (former Rostov State University) 1997 — 2002
B.S., Engineering, CAD
Andy Bracke's Fidelity Investments Experience September 2008 - Present
Job Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity Investments August 1996 - September 2008
Montgomery Cyclery March 1988 - August 1996
Skills
Series 63, Mutual Funds, Relationship Management, Financial Services, Series 24, Wealth Management, Call Center, Series 6, Equities, Uniform Combined State..., Securities, 401k, Customer Experience
Education
Northern Kentucky University 1986 — 1991
No Degree, Business Administration, Management and Operations
Fidelity Investments September 2008 - Present
Fidelity Investments August 1996 - September 2008
Montgomery Cyclery March 1988 - August 1996
Skills
Series 63, Mutual Funds, Relationship Management, Financial Services, Series 24, Wealth Management, Call Center, Series 6, Equities, Uniform Combined State..., Securities, 401k, Customer Experience
Education
Northern Kentucky University 1986 — 1991
No Degree, Business Administration, Management and Operations
amy steffen's Fidelity Investments Experience November 1997 - May 2007
Job Business Intelligence & Analytics at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble May 2013 - Present
Procter & Gamble August 2007 - May 2013
Fidelity Investments November 1997 - May 2007
Skills
Cross-functional Team..., Process Improvement, SAP, Forecasting, Consumer Products, Team Building, Integration, Onboarding, Business Analysis, Data Analysis, Business Intelligence, Visio, Competitive Analysis, Customer Insight, Analytics, Management, Customer Service, Outlook, Marketing
Education
Northern Kentucky University
Procter & Gamble May 2013 - Present
Procter & Gamble August 2007 - May 2013
Fidelity Investments November 1997 - May 2007
Skills
Cross-functional Team..., Process Improvement, SAP, Forecasting, Consumer Products, Team Building, Integration, Onboarding, Business Analysis, Data Analysis, Business Intelligence, Visio, Competitive Analysis, Customer Insight, Analytics, Management, Customer Service, Outlook, Marketing
Education
Northern Kentucky University
Benjamin Stamper, MAcc's Fidelity Investments Experience August 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments September 2012 - August 2014
Fidelity Investments January 2010 - October 2012
Fidelity Investments June 2008 - January 2010
Fidelity Investments December 2006 - June 2008
Fidelity Investments October 2003 - February 2005
Skills
Investments, Financial Analysis, Series 63, Insurance, Process Improvement, Series 7, Strategic Financial..., Mutual Funds, Asset Managment, Data Analysis, Leadership, Retirement, Customer Service, Sales, Strategic Planning
Education
Northern Kentucky University 2010 — 2013
Master's degree, Accounting
Northern Kentucky University 2000 — 2005
Bachelors of Science, Business Management
Fidelity Investments August 2014 - Present
Fidelity Investments September 2012 - August 2014
Fidelity Investments January 2010 - October 2012
Fidelity Investments June 2008 - January 2010
Fidelity Investments December 2006 - June 2008
Fidelity Investments October 2003 - February 2005
Skills
Investments, Financial Analysis, Series 63, Insurance, Process Improvement, Series 7, Strategic Financial..., Mutual Funds, Asset Managment, Data Analysis, Leadership, Retirement, Customer Service, Sales, Strategic Planning
Education
Northern Kentucky University 2010 — 2013
Master's degree, Accounting
Northern Kentucky University 2000 — 2005
Bachelors of Science, Business Management
Angie (Eberly) Von Wahlde's Fidelity Investments Experience January 2014 - Present
Job ansaction Processing Associate IV Senior Associate
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Transamerica Retirement Services April 2010 - January 2014
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - October 2008
Skills
Retirement, 401k, Defined Benefit, Defined Contribution, Customer Service, Leadership, Investments, Team Building
Education
Northern Kentucky University 2011 — 2012
Master of Public Administration, Nonprofit Managment
Northern Kentucky University 2005 — 2008
Bachelor of Science, Corporate Finance
Fidelity Investments January 2014 - Present
Transamerica Retirement Services April 2010 - January 2014
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - October 2008
Skills
Retirement, 401k, Defined Benefit, Defined Contribution, Customer Service, Leadership, Investments, Team Building
Education
Northern Kentucky University 2011 — 2012
Master of Public Administration, Nonprofit Managment
Northern Kentucky University 2005 — 2008
Bachelor of Science, Corporate Finance
Bernadina Ryan's Fidelity Investments Experience November 2008 - August 2010
Job Senior Compensation Analyst at Kroger
Industry Human Resources
Experience
Kroger December 2013 - Present
Kroger January 2012 - December 2013
Kroger August 2010 - January 2012
Fidelity Investments November 2008 - August 2010
Fidelity Investments January 2008 - November 2008
Fifth Third Bank August 2006 - January 2008
Skills
401k, Customer Service, Financial Services, Employee Benefits, Defined Benefit, Compensation Structures, Microsoft Excel, Onboarding, Pensions, Process Improvement, Employee Training
Education
Northern Kentucky University 2004 — 2007
Bachelor of Science, Mathematics, minors in Computer Science and Honors
Kroger December 2013 - Present
Kroger January 2012 - December 2013
Kroger August 2010 - January 2012
Fidelity Investments November 2008 - August 2010
Fidelity Investments January 2008 - November 2008
Fifth Third Bank August 2006 - January 2008
Skills
401k, Customer Service, Financial Services, Employee Benefits, Defined Benefit, Compensation Structures, Microsoft Excel, Onboarding, Pensions, Process Improvement, Employee Training
Education
Northern Kentucky University 2004 — 2007
Bachelor of Science, Mathematics, minors in Computer Science and Honors
Ashley Winburn's Fidelity Investments Experience May 2000 - July 2003
Job Personal Lines Account Manager at Chas. H. Bilz Insurance Agency, Inc.
Industry Insurance
Experience
Chas. H. Bilz Insurance Agency, Inc. January 2006 - Present
Desmond Insurance July 2003 - November 2005
Fidelity Investments May 2000 - July 2003
Skills
Insurance, Property & Casualty..., General Insurance, Claim, Casualty, Customer Service, Health Insurance, Microsoft Word, Umbrella Insurance, Account Management, Microsoft Excel, Microsoft Office, Phone Etiquette, Inland Marine, Liability, Excess, Life Insurance, Casualty Insurance, Renters
Education
Northern Kentucky University 1999 — 2002
Bachelor of Science, Psychology, Marketing
University of Cincinnati 1997 — 1998
Business
Mt Notre Dame 1993 — 1997
Diploma, College Prep
St Columban 1985 — 1993
Chas. H. Bilz Insurance Agency, Inc. January 2006 - Present
Desmond Insurance July 2003 - November 2005
Fidelity Investments May 2000 - July 2003
Skills
Insurance, Property & Casualty..., General Insurance, Claim, Casualty, Customer Service, Health Insurance, Microsoft Word, Umbrella Insurance, Account Management, Microsoft Excel, Microsoft Office, Phone Etiquette, Inland Marine, Liability, Excess, Life Insurance, Casualty Insurance, Renters
Education
Northern Kentucky University 1999 — 2002
Bachelor of Science, Psychology, Marketing
University of Cincinnati 1997 — 1998
Business
Mt Notre Dame 1993 — 1997
Diploma, College Prep
St Columban 1985 — 1993
Bethany Strunk's Fidelity Investments Experience September 2011 - Present
Job Supervisory Principal at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fifth Third Securities March 2010 - September 2011
Citi May 2003 - March 2010
Skills
Brokerage, Compliance
Education
Northern Kentucky University 2001 — 2005
Bachelor of Arts (BA), History
Holy Cross District High School 1998 — 2001
High School Dipolma, College Preparation
Fidelity Investments September 2011 - Present
Fifth Third Securities March 2010 - September 2011
Citi May 2003 - March 2010
Skills
Brokerage, Compliance
Education
Northern Kentucky University 2001 — 2005
Bachelor of Arts (BA), History
Holy Cross District High School 1998 — 2001
High School Dipolma, College Preparation
Amanda Karl's Fidelity Investments Experience August 2007 - September 2008
Job Experienced Personal Banker
Industry Banking
Experience
U.S. Bank September 2008 - January 2013
Fidelity Investments August 2007 - September 2008
Fifth Third Bank May 2004 - August 2008
Skills
Customer Service, Sales, Loan Origination, Supervisory Skills, Data Entry
Education
Northern Kentucky University 2004 — 2008
Bachelor of Arts (B.A.), Organizational Leadership
University of Kentucky 2002 — 2004
U.S. Bank September 2008 - January 2013
Fidelity Investments August 2007 - September 2008
Fifth Third Bank May 2004 - August 2008
Skills
Customer Service, Sales, Loan Origination, Supervisory Skills, Data Entry
Education
Northern Kentucky University 2004 — 2008
Bachelor of Arts (B.A.), Organizational Leadership
University of Kentucky 2002 — 2004
Amy Soper's Fidelity Investments Experience September 2002 - August 2009
Job Business Analyst
Industry Apparel & Fashion
Experience
Luxottica Retail North America January 2012 - October 2013
Fidelity Investments September 2002 - August 2009
Skills
Close Attention to..., Organization, Learning Quickly, Always Willing to Learn, Highly motivated..., Microsoft Office, Microsoft Excel
Education
Northern Kentucky University
Bachelor's Degree, Finance, General
Luxottica Retail North America January 2012 - October 2013
Fidelity Investments September 2002 - August 2009
Skills
Close Attention to..., Organization, Learning Quickly, Always Willing to Learn, Highly motivated..., Microsoft Office, Microsoft Excel
Education
Northern Kentucky University
Bachelor's Degree, Finance, General
Andy Woody's Fidelity Investments Experience
Job Risk and Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Analysis, Risk Management
Education
Northern Kentucky University
Computer Technology/Computer Systems Technology
Fidelity Investments
Skills
Analysis, Risk Management
Education
Northern Kentucky University
Computer Technology/Computer Systems Technology
Amanda Futrell's Fidelity Investments Experience January 2007 - Present
Job QC Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Skills
401k, Quality Assurance, Quality Control, Financial Reporting, Reporting & Analysis, Financial Statement..., Financial Audits, Research, Teacher Training, Employee Training, Educational Leadership, Leadership
Education
Northern Kentucky University 1995 — 1999
Master's degree, Educational Leadership and Administration, General
Northern Kentucky University 1995 — 1999
Bachelor's degree
Fidelity Investments January 2007 - Present
Skills
401k, Quality Assurance, Quality Control, Financial Reporting, Reporting & Analysis, Financial Statement..., Financial Audits, Research, Teacher Training, Employee Training, Educational Leadership, Leadership
Education
Northern Kentucky University 1995 — 1999
Master's degree, Educational Leadership and Administration, General
Northern Kentucky University 1995 — 1999
Bachelor's degree
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank