Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Chris Niehaus, CEP Chris Niehaus, CEP's Fidelity Investments Experience May 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2013 - May 2015
Fidelity Investments June 2006 - May 2013
Fidelity Investments June 2004 - June 2006
Fidelity Investments June 2001 - June 2004
Fidelity Investments November 1999 - June 2001
bigg's/Supervalu January 1993 - November 1999
Skills
Series 7, Mutual Funds, Financial Services, Customer Service, Process Improvement, Equities, Investments, Series 63, Leadership
Education
Santa Clara University 2005 — 2009
Certified Equity Planner (CEP), Equity Compensation
Northern Kentucky University
Bachelor of Science, Marketing and Business Administration
Fidelity Investments May 2015 - Present
Fidelity Investments May 2013 - May 2015
Fidelity Investments June 2006 - May 2013
Fidelity Investments June 2004 - June 2006
Fidelity Investments June 2001 - June 2004
Fidelity Investments November 1999 - June 2001
bigg's/Supervalu January 1993 - November 1999
Skills
Series 7, Mutual Funds, Financial Services, Customer Service, Process Improvement, Equities, Investments, Series 63, Leadership
Education
Santa Clara University 2005 — 2009
Certified Equity Planner (CEP), Equity Compensation
Northern Kentucky University
Bachelor of Science, Marketing and Business Administration
Carola Bell Carola Bell's Fidelity Investments Experience March 2007 - February 2008
Job Associate Registrar, Cincinnati Art Museum; Owner/Artist at Carola Bell Studio
Industry Museums and Institutions
Experience
Cincinnati Art Museum February 2008 - Present
Carola Bell Studio August 2013 - Present
Fidelity Investments March 2007 - February 2008
Cincinnati Art Museum November 2001 - February 2007
Fidelity Investments January 1987 - January 1998
Skills
Museums, Budgeting, Process Improvement, Risk Management, Logistics, Travel, Analysis, Administration, Documentation, German, Microsoft Office, Program Management, Planning, Problem Solving, Arts Management, Mentoring, Contract Negotiation, Writing, French (basic), Data Analysis, Requirements Analysis, Business Requirements, Arts Administration, Business Travel, Analytical Skills, Art Handling, Art History, System Administration, Project Planning, Art, Budgets, Museum Collections, Contemporary Art, Art Exhibitions, Editing, Software Documentation, Fine Art, Exhibit Design, Nonprofits, History, Creative Writing, Galleries, Research
Education
Northern Kentucky University 2010 — 2016
Master of Arts
Northern Kentucky University 1996 — 2001
B.A.
Cincinnati Art Museum February 2008 - Present
Carola Bell Studio August 2013 - Present
Fidelity Investments March 2007 - February 2008
Cincinnati Art Museum November 2001 - February 2007
Fidelity Investments January 1987 - January 1998
Skills
Museums, Budgeting, Process Improvement, Risk Management, Logistics, Travel, Analysis, Administration, Documentation, German, Microsoft Office, Program Management, Planning, Problem Solving, Arts Management, Mentoring, Contract Negotiation, Writing, French (basic), Data Analysis, Requirements Analysis, Business Requirements, Arts Administration, Business Travel, Analytical Skills, Art Handling, Art History, System Administration, Project Planning, Art, Budgets, Museum Collections, Contemporary Art, Art Exhibitions, Editing, Software Documentation, Fine Art, Exhibit Design, Nonprofits, History, Creative Writing, Galleries, Research
Education
Northern Kentucky University 2010 — 2016
Master of Arts
Northern Kentucky University 1996 — 2001
B.A.
Brian Danner's Fidelity Investments Experience June 2000 - July 2005
Job Wealth Management and Banking Professional
Industry Banking
Experience
Fifth Third Bank September 2014 - Present
Fifth Third Bank February 2012 - September 2014
US Bank January 2008 - August 2011
Bank of America August 2005 - December 2007
Fidelity Investments June 2000 - July 2005
Skills
Banking, Loans, Mortgage, Investment Banking, Credit Analysis, Relationship Management, Investments, Loan Origination, Cash Management, Financial Services, Credit Risk, Asset Managment, Finance
Education
Northern Kentucky University 1997 — 2002
Bachelor of Science, Business Management
Fifth Third Bank September 2014 - Present
Fifth Third Bank February 2012 - September 2014
US Bank January 2008 - August 2011
Bank of America August 2005 - December 2007
Fidelity Investments June 2000 - July 2005
Skills
Banking, Loans, Mortgage, Investment Banking, Credit Analysis, Relationship Management, Investments, Loan Origination, Cash Management, Financial Services, Credit Risk, Asset Managment, Finance
Education
Northern Kentucky University 1997 — 2002
Bachelor of Science, Business Management
Donna Momberger's Fidelity Investments Experience 1994 - 1996
Job Sr. Project Analyst at Citi
Industry Banking
Experience
Citi July 2011 - Present
Citi 2004 - September 2011
Toyota Motor Manufacturing North America April 2004 - September 2004
General Electric 1999 - 2001
Fidelity Investments 1994 - 1996
Drees Homes 1990 - 1992
Becton Dickinson 1976 - 1984
Skills
Leadership, Management, Analysis, PeopleSoft, MS Project, Credit Cards, Process Improvement, Banking, Risk Management, Vendor Management, Credit, Project Management, Call Center, Financial Services, Microsoft Office, Quality Assurance, Customer Service, Program Management, Strategic Planning, Training, Business Analysis, Business Process, Call Centers
Education
Northern Kentucky University 2008 — 2012
Bachelors, Org Leadership
KCTCS 2009 — 2009
Certificate, Operations Management
Citi July 2011 - Present
Citi 2004 - September 2011
Toyota Motor Manufacturing North America April 2004 - September 2004
General Electric 1999 - 2001
Fidelity Investments 1994 - 1996
Drees Homes 1990 - 1992
Becton Dickinson 1976 - 1984
Skills
Leadership, Management, Analysis, PeopleSoft, MS Project, Credit Cards, Process Improvement, Banking, Risk Management, Vendor Management, Credit, Project Management, Call Center, Financial Services, Microsoft Office, Quality Assurance, Customer Service, Program Management, Strategic Planning, Training, Business Analysis, Business Process, Call Centers
Education
Northern Kentucky University 2008 — 2012
Bachelors, Org Leadership
KCTCS 2009 — 2009
Certificate, Operations Management
Cory Herald's Fidelity Investments Experience January 2012 - May 2013
Job Financial Analyst at Perfetti Van Melle
Industry Food & Beverages
Experience
Perfetti Van Melle August 2015 - Present
Sumitomo Electric Wiring Systems, Inc. January 2014 - Present
Fund Evaluation Group May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Lerner, Sampson, & Rothfuss, LPA September 2007 - August 2011
Fidelity Investments September 2005 - September 2007
Skills
Financial Analysis, Product Cost Analysis, Financial Forecasting, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Series 7, Series 63, Alpha Generation, Trend Forecasting, Data Analysis, Risk Management, Financial Services
Education
Northern Kentucky University
Bachelor of Science (B.S.), Economics
Perfetti Van Melle August 2015 - Present
Sumitomo Electric Wiring Systems, Inc. January 2014 - Present
Fund Evaluation Group May 2013 - August 2013
Fidelity Investments January 2012 - May 2013
Lerner, Sampson, & Rothfuss, LPA September 2007 - August 2011
Fidelity Investments September 2005 - September 2007
Skills
Financial Analysis, Product Cost Analysis, Financial Forecasting, Finance, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Series 7, Series 63, Alpha Generation, Trend Forecasting, Data Analysis, Risk Management, Financial Services
Education
Northern Kentucky University
Bachelor of Science (B.S.), Economics
Brittany (Jackson) Powell's Fidelity Investments Experience May 2008 - December 2011
Job Project Manager at Rackspace, the Open Cloud Company
Industry Information Technology and Services
Experience
Rackspace, the Open Cloud Company December 2012 - Present
Rackspace, the Open Cloud Company September 2012 - December 2012
Fidelity Investments May 2008 - December 2011
Skills
Customer Service, Social Media, Project Management, Leadership, Microsoft Office, PowerPoint, Public Speaking, Organizational..., Teamwork, Social Networking, Microsoft Word, Strategic Planning, Training, Microsoft Excel, Event Planning, Management
Education
Northern Kentucky University 2007 — 2012
Bachelor of Arts (B.A.), Organizational Leadership
Rackspace, the Open Cloud Company December 2012 - Present
Rackspace, the Open Cloud Company September 2012 - December 2012
Fidelity Investments May 2008 - December 2011
Skills
Customer Service, Social Media, Project Management, Leadership, Microsoft Office, PowerPoint, Public Speaking, Organizational..., Teamwork, Social Networking, Microsoft Word, Strategic Planning, Training, Microsoft Excel, Event Planning, Management
Education
Northern Kentucky University 2007 — 2012
Bachelor of Arts (B.A.), Organizational Leadership
Crystal Wilbers's Fidelity Investments Experience 1997 - 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
TIAA-CREF February 2007 - November 2011
Fidelity Investments 1997 - 2007
Skills
Series 63, Retirement, Mutual Funds, Team Building, Management Consulting, Series 7, Retirement Planning, Investments, 401k, Financial Services, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, FINRA, Fixed Annuities, Relationship Management, Portfolio Management, Pensions, Insurance, Series 24, Risk Management, Wealth Management, Series 6, Asset Management, Uniform Combined State..., Equities, Employee Benefits, Defined Benefit, Strategic Planning, Leadership, Training, Coaching, Sales, Consulting, Management, Financial Analysis, Estate Planning, Retirement Plan..., IRAs, Series 65, Investment Strategies, Alternative Investments, Qualified Retirement..., Wealth, Financial Planners, Financial Advisory, Variable Annuities, ETFs, High Net Worth...
Education
Thomas More College 2001 — 2003
MBA
Northern Kentucky University 1992 — 1996
TIAA-CREF November 2011 - Present
TIAA-CREF February 2007 - November 2011
Fidelity Investments 1997 - 2007
Skills
Series 63, Retirement, Mutual Funds, Team Building, Management Consulting, Series 7, Retirement Planning, Investments, 401k, Financial Services, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, FINRA, Fixed Annuities, Relationship Management, Portfolio Management, Pensions, Insurance, Series 24, Risk Management, Wealth Management, Series 6, Asset Management, Uniform Combined State..., Equities, Employee Benefits, Defined Benefit, Strategic Planning, Leadership, Training, Coaching, Sales, Consulting, Management, Financial Analysis, Estate Planning, Retirement Plan..., IRAs, Series 65, Investment Strategies, Alternative Investments, Qualified Retirement..., Wealth, Financial Planners, Financial Advisory, Variable Annuities, ETFs, High Net Worth...
Education
Thomas More College 2001 — 2003
MBA
Northern Kentucky University 1992 — 1996
David Neaves's Fidelity Investments Experience April 2012 - Present
Job Senior Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments December 2003 - April 2012
United States Marine Corps February 1998 - February 2006
DHL June 2003 - December 2003
DHL March 2002 - June 2003
Skills
Process Improvement, Leadership, Management, Training, Quality Assurance, Outsourcing, Risk Management, Team Management, Budgets, Lean Manufacturing, Strategic Planning, Business Strategy
Education
Northern Kentucky University
Currently pursing BA in Business Administration / Minor in Business Management
Fidelity Investments April 2012 - Present
Fidelity Investments December 2003 - April 2012
United States Marine Corps February 1998 - February 2006
DHL June 2003 - December 2003
DHL March 2002 - June 2003
Skills
Process Improvement, Leadership, Management, Training, Quality Assurance, Outsourcing, Risk Management, Team Management, Budgets, Lean Manufacturing, Strategic Planning, Business Strategy
Education
Northern Kentucky University
Currently pursing BA in Business Administration / Minor in Business Management
Duesing Lisa's Fidelity Investments Experience June 2015 - Present
Job Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments November 1997 - June 2015
Fifth Third Bank July 1996 - November 1997
Skills
Process Improvement, Photography, Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Financial Services, PowerPoint, Microsoft Word, Banking, Access, Software Documentation, Vocalist, Acting, Singing, Project Management, Business Analysis, Call Centers, Leadership, Team Building
Education
Northern Kentucky University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Newport Central Catholic High School 1992 — 1995
Fidelity Investments June 2015 - Present
Fidelity Investments November 1997 - June 2015
Fifth Third Bank July 1996 - November 1997
Skills
Process Improvement, Photography, Microsoft Excel, Customer Service, Microsoft Office, Public Speaking, Financial Services, PowerPoint, Microsoft Word, Banking, Access, Software Documentation, Vocalist, Acting, Singing, Project Management, Business Analysis, Call Centers, Leadership, Team Building
Education
Northern Kentucky University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Newport Central Catholic High School 1992 — 1995
Deidra Brown's Fidelity Investments Experience March 2011 - Present
Job at Fidelity Investments
Industry Sports
Experience
Fidelity Investments March 2011 - Present
Florence Freedom April 2009 - March 2011
Florence Freedom 2008 - 2008
Washington Wild Things 2007 - 2007
Education
Northern Kentucky University 2005 — 2010
Bachelor, Sports Business
Notre Dame Academy 1999 — 2003
Fidelity Investments March 2011 - Present
Florence Freedom April 2009 - March 2011
Florence Freedom 2008 - 2008
Washington Wild Things 2007 - 2007
Education
Northern Kentucky University 2005 — 2010
Bachelor, Sports Business
Notre Dame Academy 1999 — 2003
Dawn Eubanks's Fidelity Investments Experience July 2012 - Present
Job Director, Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments June 2007 - July 2012
Fidelity Investments March 1999 - June 2007
Entex Information Services 1993 - 1998
Skills
Test Planning, Quality Center, Software Quality..., Quality Assurance, SDLC, Testing, Business Requirements, Agile Methodologies, User Acceptance Testing, Business Analysis, Visio, Requirements Analysis
Education
Northern Kentucky University 1987 — 1991
Bachelor's Degree, Information Systems
Fidelity Investments July 2012 - Present
Fidelity Investments June 2007 - July 2012
Fidelity Investments March 1999 - June 2007
Entex Information Services 1993 - 1998
Skills
Test Planning, Quality Center, Software Quality..., Quality Assurance, SDLC, Testing, Business Requirements, Agile Methodologies, User Acceptance Testing, Business Analysis, Visio, Requirements Analysis
Education
Northern Kentucky University 1987 — 1991
Bachelor's Degree, Information Systems
Christopher Varatta's Fidelity Investments Experience June 2007 - August 2008
Job Financial Analyst at Vantiv
Industry Financial Services
Experience
Vantiv September 2014 - Present
Fifth Third Bank January 2013 - September 2014
Fifth Third Bank August 2008 - January 2013
Fidelity Investments June 2007 - August 2008
Fidelity Investments February 2006 - June 2007
Fidelity Investments October 2005 - February 2006
Fidelity Investments May 2004 - October 2005
Skills
Series 63, Relationship Management, Retirement Planning, Retirement, Financial Services, Deferred Compensation, Program Administration, Customer Service, Budget Forecasts, Series 6, Banking, Mutual Funds, Finance, 401k, Defined Benefit, Employee Benefits, Management
Education
Northern Kentucky University 2008 — 2010
Masters of Business Administration, Management
Northern Kentucky University 1997 — 2002
Bachelor of Science, Business Management
Vantiv September 2014 - Present
Fifth Third Bank January 2013 - September 2014
Fifth Third Bank August 2008 - January 2013
Fidelity Investments June 2007 - August 2008
Fidelity Investments February 2006 - June 2007
Fidelity Investments October 2005 - February 2006
Fidelity Investments May 2004 - October 2005
Skills
Series 63, Relationship Management, Retirement Planning, Retirement, Financial Services, Deferred Compensation, Program Administration, Customer Service, Budget Forecasts, Series 6, Banking, Mutual Funds, Finance, 401k, Defined Benefit, Employee Benefits, Management
Education
Northern Kentucky University 2008 — 2010
Masters of Business Administration, Management
Northern Kentucky University 1997 — 2002
Bachelor of Science, Business Management
Burke Lofland's Fidelity Investments Experience January 2014 - Present
Job Vice President, Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments November 2010 - January 2014
Fidelity Investments February 2010 - November 2010
Fidelity Investments March 2008 - February 2010
Fidelity Investments February 2006 - March 2008
Fidelity Investments January 2004 - February 2006
Skills
Series 7, Series 63, Series 26
Education
Northern Kentucky University 2001 — 2005
Bachelor of Science (B.S.), Political Science
Fidelity Investments January 2014 - Present
Fidelity Investments November 2010 - January 2014
Fidelity Investments February 2010 - November 2010
Fidelity Investments March 2008 - February 2010
Fidelity Investments February 2006 - March 2008
Fidelity Investments January 2004 - February 2006
Skills
Series 7, Series 63, Series 26
Education
Northern Kentucky University 2001 — 2005
Bachelor of Science (B.S.), Political Science
Bobbi Jo Collins's Fidelity Investments Experience May 2012 - Present
Job Systems Project Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments May 2012 - Present
Convergys October 2011 - January 2012
Convergys February 2009 - October 2011
Convergys September 2007 - January 2009
Convergys May 2005 - August 2007
Convergys August 2003 - May 2005
Convergys July 2000 - August 2003
Convergys June 1998 - July 2000
Skills
MS Project, Change Management, Project Planning, PMP, Business Process, Project Coordination, SharePoint, Project Management, SDLC, Vendor Management, Business Analysis, Process Improvement, Microsoft Office, Requirements Gathering, Software Project..., Testing, Teamwork, MS Office Suite, Project Implementation, Attention To Detail
Education
Northern Kentucky University 1994 — 2000
Bachelor of Science, Office Systems
Northern Kentucky University 1994 — 2000
Associate of Applied Science, Aviation Administration
Fidelity Investments May 2012 - Present
Convergys October 2011 - January 2012
Convergys February 2009 - October 2011
Convergys September 2007 - January 2009
Convergys May 2005 - August 2007
Convergys August 2003 - May 2005
Convergys July 2000 - August 2003
Convergys June 1998 - July 2000
Skills
MS Project, Change Management, Project Planning, PMP, Business Process, Project Coordination, SharePoint, Project Management, SDLC, Vendor Management, Business Analysis, Process Improvement, Microsoft Office, Requirements Gathering, Software Project..., Testing, Teamwork, MS Office Suite, Project Implementation, Attention To Detail
Education
Northern Kentucky University 1994 — 2000
Bachelor of Science, Office Systems
Northern Kentucky University 1994 — 2000
Associate of Applied Science, Aviation Administration
Dan McLindon's Fidelity Investments Experience May 2015 - Present
Job Director, CRM Platform at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Johnson & Johnson October 2013 - May 2015
Vantiv 2010 - October 2013
Fifth Third Bank May 2008 - January 2010
Fifth Third Bank July 2003 - May 2008
ACS, a Xerox Company June 2001 - May 2003
Skills
Vendor Management, Agile Methodologies, Testing, SDLC, Software Project..., Business Analysis, Requirements Analysis, Software Development, Salesforce.com..., Enterprise Architecture, Integration, Requirements Gathering, Enterprise Software, Cloud Computing, Agile Project Management, Business Intelligence, SOA, Solution Architecture, IT Strategy
Education
Northern Kentucky University 2006 — 2010
MBA
University of Kentucky 1999 — 2003
BS, Computer Science
Fidelity Investments May 2015 - Present
Johnson & Johnson October 2013 - May 2015
Vantiv 2010 - October 2013
Fifth Third Bank May 2008 - January 2010
Fifth Third Bank July 2003 - May 2008
ACS, a Xerox Company June 2001 - May 2003
Skills
Vendor Management, Agile Methodologies, Testing, SDLC, Software Project..., Business Analysis, Requirements Analysis, Software Development, Salesforce.com..., Enterprise Architecture, Integration, Requirements Gathering, Enterprise Software, Cloud Computing, Agile Project Management, Business Intelligence, SOA, Solution Architecture, IT Strategy
Education
Northern Kentucky University 2006 — 2010
MBA
University of Kentucky 1999 — 2003
BS, Computer Science
Dana Grothaus's Fidelity Investments Experience October 2013 - April 2014
Job Administrative Assistant to Development at Holly Hill Children's Services
Industry Nonprofit Organization Management
Experience
Holly Hill Children's Services July 2015 - Present
Fidelity Investments October 2013 - April 2014
Campbell County Schools November 2011 - October 2013
Integrated Fund Services 2001 - 2003
Fifth Third Bank 1998 - 2001
Skills
PowerPoint, Research
Education
Northern Kentucky University 1997 — 2001
Bachelor's degree, English Literature w/ Area of Concentration in Education
Bishop Brossart High School 1993 — 1997
Holly Hill Children's Services July 2015 - Present
Fidelity Investments October 2013 - April 2014
Campbell County Schools November 2011 - October 2013
Integrated Fund Services 2001 - 2003
Fifth Third Bank 1998 - 2001
Skills
PowerPoint, Research
Education
Northern Kentucky University 1997 — 2001
Bachelor's degree, English Literature w/ Area of Concentration in Education
Bishop Brossart High School 1993 — 1997
Brandy Bader's Fidelity Investments Experience June 2006 - November 2008
Job Client Management
Industry Oil & Energy
Experience
Ecova June 2012 - Present
Heritage Propane May 2009 - December 2009
Cincinnati Bell November 2008 - March 2009
Fidelity Investments June 2006 - November 2008
Skills
Customer Service, Accounts Receivable, Payments, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Thomas More College 2010 — 2012
MAT, Education
Northern Kentucky University 2004 — 2008
BFA, Fine Art
Ecova June 2012 - Present
Heritage Propane May 2009 - December 2009
Cincinnati Bell November 2008 - March 2009
Fidelity Investments June 2006 - November 2008
Skills
Customer Service, Accounts Receivable, Payments, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Thomas More College 2010 — 2012
MAT, Education
Northern Kentucky University 2004 — 2008
BFA, Fine Art
Dwayne Lewis Dwayne Lewis's Fidelity Investments Experience November 1999 - July 2004
Job AP Specialist at Catholic Health Partners
Industry Accounting
Experience
Mercy Health (formerly Catholic Health Partners) June 2010 - Present
Liberty Tax Service January 2010 - Present
Innotrac 2006 - 2009
Gateway Financial Advisors July 2004 - November 2006
Fidelity Investments November 1999 - July 2004
Instant Refund Tax Service January 1996 - July 1999
Skills
Recruiting, Payroll, Investments, Onboarding, Personnel Management, Microsoft Office, Project Management, Tax, Operations Management, Financial Analysis, Human Resources, Finance, Accounting, Accounts Payable, General Ledger, Coaching, Process Improvement, Account Reconciliation, Access, Customer Service, Leadership, Employee Relations, Team Building, Forecasting, Mutual Funds, Change Management, Auditing, Continuous Improvement
Education
University of Cincinnati College of Business 1990 — 1996
BBA, Finance
Northern Kentucky University 2001 — 2004
MBA, Finance
Mercy Health (formerly Catholic Health Partners) June 2010 - Present
Liberty Tax Service January 2010 - Present
Innotrac 2006 - 2009
Gateway Financial Advisors July 2004 - November 2006
Fidelity Investments November 1999 - July 2004
Instant Refund Tax Service January 1996 - July 1999
Skills
Recruiting, Payroll, Investments, Onboarding, Personnel Management, Microsoft Office, Project Management, Tax, Operations Management, Financial Analysis, Human Resources, Finance, Accounting, Accounts Payable, General Ledger, Coaching, Process Improvement, Account Reconciliation, Access, Customer Service, Leadership, Employee Relations, Team Building, Forecasting, Mutual Funds, Change Management, Auditing, Continuous Improvement
Education
University of Cincinnati College of Business 1990 — 1996
BBA, Finance
Northern Kentucky University 2001 — 2004
MBA, Finance
David Cowles's Fidelity Investments Experience January 2006 - Present
Job Client Services Sr. Manager
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments\Fidelity Technology Group August 2000 - January 2006
Fidelity Investments 1997 - 2000
Skills
Strategic Planning, CRM, Business Analysis, Analysis, Training, Six Sigma, Enterprise Software, Program Management, Project Management, Vendor Management, Testing, Integration, Customer Service, Process Improvement, Cross-functional Team...
Education
University of Phoenix 2003 — 2005
Northern Kentucky University 1987 — 1992
B.A., History
Fidelity Investments January 2006 - Present
Fidelity Investments\Fidelity Technology Group August 2000 - January 2006
Fidelity Investments 1997 - 2000
Skills
Strategic Planning, CRM, Business Analysis, Analysis, Training, Six Sigma, Enterprise Software, Program Management, Project Management, Vendor Management, Testing, Integration, Customer Service, Process Improvement, Cross-functional Team...
Education
University of Phoenix 2003 — 2005
Northern Kentucky University 1987 — 1992
B.A., History
Derek Schaefer Derek Schaefer's Fidelity Investments Experience April 2004 - July 2007
Job Sales Manager at Washington Penn Plastic
Industry Plastics
Experience
Washington Penn Plastic February 2015 - Present
Washington Penn Plastic December 2012 - Present
SABIC September 2010 - April 2012
Advanced Composites July 2007 - September 2010
Fidelity Investments April 2004 - July 2007
Skills
Polymers, Plastics, Key Account Management, Product Development, Market Development, International Business, Coatings, Injection Molding, Manufacturing, Additives, Thermoplastics, Extrusion, Resin, Adhesives, Materials
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Global Business
Northern Kentucky University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), General Sales, Merchandising and Related Marketing Operations
University of Massachusetts Lowell
Polymer Science Certificate, Polymer/Plastics Engineering
OCHS 1999 — 2003
Washington Penn Plastic February 2015 - Present
Washington Penn Plastic December 2012 - Present
SABIC September 2010 - April 2012
Advanced Composites July 2007 - September 2010
Fidelity Investments April 2004 - July 2007
Skills
Polymers, Plastics, Key Account Management, Product Development, Market Development, International Business, Coatings, Injection Molding, Manufacturing, Additives, Thermoplastics, Extrusion, Resin, Adhesives, Materials
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Global Business
Northern Kentucky University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), General Sales, Merchandising and Related Marketing Operations
University of Massachusetts Lowell
Polymer Science Certificate, Polymer/Plastics Engineering
OCHS 1999 — 2003
DJ Smith's Fidelity Investments Experience December 1995 - June 2008
Job Senior Business Relationship Manager @ HSA Bank
Industry Financial Services
Experience
HSA Bank, a division of Webster Bank, N.A. August 2015 - Present
Vantiv February 2014 - August 2015
Fifth Third Bank April 2012 - February 2014
Fifth Third Bank June 2008 - April 2012
Fidelity Investments December 1995 - June 2008
Skills
Banking, Relationship Management, Portfolio Management, Mutual Funds, Payments, Investments, Insurance, Process Improvement, Treasury Management, Leadership, Project Management, Asset Management, Management, 401k, Employee Benefits, Risk Management, Retirement Planning, Commercial Banking, Finance, Business Development, New Business Development
Education
Northern Kentucky University 1993 — 1998
Business Administration
HSA Bank, a division of Webster Bank, N.A. August 2015 - Present
Vantiv February 2014 - August 2015
Fifth Third Bank April 2012 - February 2014
Fifth Third Bank June 2008 - April 2012
Fidelity Investments December 1995 - June 2008
Skills
Banking, Relationship Management, Portfolio Management, Mutual Funds, Payments, Investments, Insurance, Process Improvement, Treasury Management, Leadership, Project Management, Asset Management, Management, 401k, Employee Benefits, Risk Management, Retirement Planning, Commercial Banking, Finance, Business Development, New Business Development
Education
Northern Kentucky University 1993 — 1998
Business Administration
Dustin Parks, CRPS®'s Fidelity Investments Experience October 2013 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments December 2008 - January 2011
Fidelity Investments October 2007 - December 2008
Skills
Series 7, Series 63
Education
Northern Kentucky University 2000 — 2005
BA, Sports Business
Fidelity Investments October 2013 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments December 2008 - January 2011
Fidelity Investments October 2007 - December 2008
Skills
Series 7, Series 63
Education
Northern Kentucky University 2000 — 2005
BA, Sports Business
Brad Dirheimer's Fidelity Investments Experience August 2015 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Fifth Third Securities July 2014 - June 2015
Wells Fargo Advisors August 2013 - July 2014
Fifth Third Securities July 2011 - August 2013
Citi November 2005 - July 2011
Skills
Series 7, Mutual Funds, Banking, Wealth Management, Options, Financial Analysis, Investments, Management, Strategic Financial..., Accounting, Asset Allocation, Retirement Planning, Financial Advisory, Retirement, Project Management
Education
Northern Kentucky University 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Kentucky University
Fidelity Investments August 2015 - Present
Fifth Third Securities July 2014 - June 2015
Wells Fargo Advisors August 2013 - July 2014
Fifth Third Securities July 2011 - August 2013
Citi November 2005 - July 2011
Skills
Series 7, Mutual Funds, Banking, Wealth Management, Options, Financial Analysis, Investments, Management, Strategic Financial..., Accounting, Asset Allocation, Retirement Planning, Financial Advisory, Retirement, Project Management
Education
Northern Kentucky University 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Kentucky University
Bob Kinsella's Fidelity Investments Experience September 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments July 2015 - September 2015
Fidelity Investments November 2014 - July 2015
Fidelity Investments July 2013 - November 2014
Fidelity Investments August 2012 - July 2013
Skills
Call Center, Defined Contribution, Customer Service, Mutual Funds, Defined Benefit, 401k, Outlook, Financial Services, Access, Microsoft Excel, Customer Satisfaction, Leadership, Public Speaking, Investments, Finance, Asset Allocation, Retirement, Microsoft Office, Communication, Sales
Education
Northern Kentucky University 2010 — 2011
Bachelor of Arts (B.A.), History
University of Kentucky 2006 — 2010
Bachelor of Arts (B.A.), History
Fidelity Investments September 2015 - Present
Fidelity Investments July 2015 - September 2015
Fidelity Investments November 2014 - July 2015
Fidelity Investments July 2013 - November 2014
Fidelity Investments August 2012 - July 2013
Skills
Call Center, Defined Contribution, Customer Service, Mutual Funds, Defined Benefit, 401k, Outlook, Financial Services, Access, Microsoft Excel, Customer Satisfaction, Leadership, Public Speaking, Investments, Finance, Asset Allocation, Retirement, Microsoft Office, Communication, Sales
Education
Northern Kentucky University 2010 — 2011
Bachelor of Arts (B.A.), History
University of Kentucky 2006 — 2010
Bachelor of Arts (B.A.), History
Blake Houston's Fidelity Investments Experience May 2014 - Present
Job Defined Contribution Representative ll at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments May 2014 - Present
imaginigami April 2013 - Present
Luma Vue August 2011 - Present
Smokey Bones Bar & Fire Grill July 2010 - Present
Tom Gill Chevrolet February 2014 - May 2014
Skills
Testing, Sales Management, Strategic Planning, Sports Marketing, Cold Calling, PCB design, Sports, Direct Sales, Time Management, Sales Presentations, Sports Management, Facebook, Sales Process, Lighting, Selling, Retail Sales, Marketing Research, Marketing, Sponsorship, Social Networking, Sales
Education
Northern Kentucky University 2008 — 2013
Bachelor degree in Communication Studies and Informatics, Marketing and Sales
Fidelity Investments May 2014 - Present
imaginigami April 2013 - Present
Luma Vue August 2011 - Present
Smokey Bones Bar & Fire Grill July 2010 - Present
Tom Gill Chevrolet February 2014 - May 2014
Skills
Testing, Sales Management, Strategic Planning, Sports Marketing, Cold Calling, PCB design, Sports, Direct Sales, Time Management, Sales Presentations, Sports Management, Facebook, Sales Process, Lighting, Selling, Retail Sales, Marketing Research, Marketing, Sponsorship, Social Networking, Sales
Education
Northern Kentucky University 2008 — 2013
Bachelor degree in Communication Studies and Informatics, Marketing and Sales
Bryan M Jackson's Fidelity Investments Experience August 2000 - December 2006
Job Sales Finance Manager Kroger/Grocery West Teams at Nestle Nutrition
Industry Consumer Goods
Experience
Nestle Nutrition March 2011 - Present
Kimberly-Clark December 2006 - March 2011
Fidelity Investments August 2000 - December 2006
HJ Heinz April 1991 - July 2000
CINCINNATI BELL / AT&T June 1990 - April 1991
Skills
Forecasting, Financial Analysis, Essbase, Budgeting, Analysis
Education
Northern Kentucky University 1984 — 1990
Bachelor of Science, Accounting
Northern Kentucky University 1985 — 1989
Bachelor, Accounting, Finance
Nestle Nutrition March 2011 - Present
Kimberly-Clark December 2006 - March 2011
Fidelity Investments August 2000 - December 2006
HJ Heinz April 1991 - July 2000
CINCINNATI BELL / AT&T June 1990 - April 1991
Skills
Forecasting, Financial Analysis, Essbase, Budgeting, Analysis
Education
Northern Kentucky University 1984 — 1990
Bachelor of Science, Accounting
Northern Kentucky University 1985 — 1989
Bachelor, Accounting, Finance
Dave Groeschen's Fidelity Investments Experience February 2006 - December 2008
Job Senior Technical Support Specialist at Northern Kentucky University
Industry Information Technology and Services
Experience
Northern Kentucky University January 2015 - Present
Northern Kentucky University September 2013 - Present
Northern Kentucky University March 2009 - June 2013
Fidelity Investments February 2006 - December 2008
Fidelity Investments 1991 - 2008
Skills
Risk Management, Training, Database Admin, Telecommunications, Data Security, Process Improvement, Business Analysis, Project Management, Data Analysis, Visio, Strategic Planning, Customer Service, Management, Analysis, Leadership, Quality Assurance, Information Technology, Technical Support, Time Management, Vendor Management, Customer Support, Customer Relations, Access, Coaching, Software Documentation, Team Management, Microsoft Office
Education
Xavier University 1998 — 2000
MBA, Information Systems
Northern Kentucky University 1985 — 1990
BA, History
School of Hard Knocks USSF D
Northern Kentucky University January 2015 - Present
Northern Kentucky University September 2013 - Present
Northern Kentucky University March 2009 - June 2013
Fidelity Investments February 2006 - December 2008
Fidelity Investments 1991 - 2008
Skills
Risk Management, Training, Database Admin, Telecommunications, Data Security, Process Improvement, Business Analysis, Project Management, Data Analysis, Visio, Strategic Planning, Customer Service, Management, Analysis, Leadership, Quality Assurance, Information Technology, Technical Support, Time Management, Vendor Management, Customer Support, Customer Relations, Access, Coaching, Software Documentation, Team Management, Microsoft Office
Education
Xavier University 1998 — 2000
MBA, Information Systems
Northern Kentucky University 1985 — 1990
BA, History
School of Hard Knocks USSF D
Constance Caudill Constance Caudill's Fidelity Investments Experience 1994 - 2002
Job Target Markets Commercial Underwriter III, The Cincinnati Insurance Companies
Industry Insurance
Experience
The Cincinnati Insurance Companies March 2014 - Present
The Cincinnati Insurance Companies 2003 - Present
Fidelity Investments 1994 - 2002
Eastman Kodak, Qualex Inc. 1992 - 1994
Prudential Insurance Company 1991 - 1992
Skills
Marketing, Underwriting, Sales Operations, Property & Casualty..., Health Insurance, Financial Services, Licensing, Process Improvement, Project Management, Business Analysis, Management, Product Management, Insurance, Strategic Planning, Cross-functional Team..., Customer Service, Change Management, Team Leadership, Vendor Management, Commercial Insurance, Leadership
Education
University of Cincinnati
Bachelor of Arts (BA), Communication Arts with concentration in Business
Northern Kentucky University
MBA Coursework
The Cincinnati Insurance Companies March 2014 - Present
The Cincinnati Insurance Companies 2003 - Present
Fidelity Investments 1994 - 2002
Eastman Kodak, Qualex Inc. 1992 - 1994
Prudential Insurance Company 1991 - 1992
Skills
Marketing, Underwriting, Sales Operations, Property & Casualty..., Health Insurance, Financial Services, Licensing, Process Improvement, Project Management, Business Analysis, Management, Product Management, Insurance, Strategic Planning, Cross-functional Team..., Customer Service, Change Management, Team Leadership, Vendor Management, Commercial Insurance, Leadership
Education
University of Cincinnati
Bachelor of Arts (BA), Communication Arts with concentration in Business
Northern Kentucky University
MBA Coursework
Charlie Feldman's Fidelity Investments Experience December 1998 - June 2003
Job Business Operations and Reporting Manager
Industry Accounting
Experience
Gannett - USA Today December 2008 - Present
21st Century Oncology April 2006 - December 2008
United Medical Resources, Inc June 2003 - April 2006
Fidelity Investments December 1998 - June 2003
Skills
Financial Reporting, Accounting, Forecasting, Accounts Receivable, General Ledger, Budgets, Outlook, Process Improvement, Auditing, Microsoft Word, Invoicing, Accounts Payable, Microsoft Excel, GAAP, Analysis, Financial Analysis, PeopleSoft, Variance Analysis, Finance
Education
Northern Kentucky University 1996 — 2001
Bachelor of Science, Business; Finance
Northern Kentucky University 1996 — 2000
Bachelor of Science, Finance
Gannett - USA Today December 2008 - Present
21st Century Oncology April 2006 - December 2008
United Medical Resources, Inc June 2003 - April 2006
Fidelity Investments December 1998 - June 2003
Skills
Financial Reporting, Accounting, Forecasting, Accounts Receivable, General Ledger, Budgets, Outlook, Process Improvement, Auditing, Microsoft Word, Invoicing, Accounts Payable, Microsoft Excel, GAAP, Analysis, Financial Analysis, PeopleSoft, Variance Analysis, Finance
Education
Northern Kentucky University 1996 — 2001
Bachelor of Science, Business; Finance
Northern Kentucky University 1996 — 2000
Bachelor of Science, Finance
Chris Hillman's Fidelity Investments Experience September 2006 - June 2008
Job Real Estate Sales Agent at Sibcy Cline Realtors
Industry Mechanical or Industrial Engineering
Experience
Intelligrated March 2015 - Present
Sibcy Cline Realtors January 2015 - Present
R.A Jones March 2014 - Present
Intelligrated November 2010 - March 2014
TMA/Chemnet March 2009 - September 2010
Balluff June 2008 - December 2008
Fidelity Investments September 2006 - June 2008
Toyota March 2006 - August 2006
A&P Technology January 2005 - February 2006
Skills
Lean Manufacturing, Manufacturing, Process Improvement, Engineering, Project Management, Automation, Kaizen, AutoCAD, Manufacturing..., Analysis, Sales, SharePoint, Robotics, Microsoft Excel, Continuous Improvement, Six Sigma, Product Development, Supply Chain Management, Operations Management
Education
Northern Kentucky University 2002 — 2009
MMET, Engineering
Intelligrated March 2015 - Present
Sibcy Cline Realtors January 2015 - Present
R.A Jones March 2014 - Present
Intelligrated November 2010 - March 2014
TMA/Chemnet March 2009 - September 2010
Balluff June 2008 - December 2008
Fidelity Investments September 2006 - June 2008
Toyota March 2006 - August 2006
A&P Technology January 2005 - February 2006
Skills
Lean Manufacturing, Manufacturing, Process Improvement, Engineering, Project Management, Automation, Kaizen, AutoCAD, Manufacturing..., Analysis, Sales, SharePoint, Robotics, Microsoft Excel, Continuous Improvement, Six Sigma, Product Development, Supply Chain Management, Operations Management
Education
Northern Kentucky University 2002 — 2009
MMET, Engineering
Chris Fischer's Fidelity Investments Experience 1995 - 1998
Job
Industry Information Technology and Services
Experience
Systems Insight, Inc September 1998 - Present
Community Insight Properties, LLC September 2007 - Present
Madison Avenue Ventures, LLC January 2003 - Present
KickMS Soccer Tournament October 1998 - June 2007
Comair 2000 - 2002
Paycor 1998 - 1999
Southern Ohio College 1996 - 1999
Fidelity Investments 1995 - 1998
Square D Company / Schneider Electric September 1988 - March 1995
Northern Kentucky University July 1991 - December 1991
Skills
Integration, Website Development, Consulting, Strategic Planning, Team Building, Process Improvement, Management, Sales Management, Marketing, Budgets, Employee Benefits, Coaching, Customer Service, Business Analysis, Fundraising, Team Leadership, Staffing Services, Recruiting, Technical Recruiting, Sales, Sports Coaching, Entrepreneurship, Vendor Management, Program Management, Executive Management, Account Management, Leadership Development, Training, Customer Retention, Web Development, Networking, Start-ups, Small Business
Education
Thomas More College 1990 — 1995
BBA
Southern Ohio College 1985 — 1988
Associate Degree
Northern Kentucky University 1982 — 1985
Covington Catholic High School 1979 — 1982
St. Agnes 1970 — 1978
Systems Insight, Inc September 1998 - Present
Community Insight Properties, LLC September 2007 - Present
Madison Avenue Ventures, LLC January 2003 - Present
KickMS Soccer Tournament October 1998 - June 2007
Comair 2000 - 2002
Paycor 1998 - 1999
Southern Ohio College 1996 - 1999
Fidelity Investments 1995 - 1998
Square D Company / Schneider Electric September 1988 - March 1995
Northern Kentucky University July 1991 - December 1991
Skills
Integration, Website Development, Consulting, Strategic Planning, Team Building, Process Improvement, Management, Sales Management, Marketing, Budgets, Employee Benefits, Coaching, Customer Service, Business Analysis, Fundraising, Team Leadership, Staffing Services, Recruiting, Technical Recruiting, Sales, Sports Coaching, Entrepreneurship, Vendor Management, Program Management, Executive Management, Account Management, Leadership Development, Training, Customer Retention, Web Development, Networking, Start-ups, Small Business
Education
Thomas More College 1990 — 1995
BBA
Southern Ohio College 1985 — 1988
Associate Degree
Northern Kentucky University 1982 — 1985
Covington Catholic High School 1979 — 1982
St. Agnes 1970 — 1978
Darryl Carson's Fidelity Investments Experience February 2000 - February 2001
Job Senior Data Developer at 84.51˚
Industry Computer Software
Experience
84.51˚ April 2015 - Present
Vantiv January 2013 - Present
Senco Brands, Inc August 2010 - December 2012
Epsilon September 2007 - November 2010
Display Specialties, Inc. December 2002 - September 2007
Fidelity Investments February 2000 - February 2001
Skills
Shell Scripting, PL/SQL, Oracle E-Business Suite, SQL, ERP, Oracle, Database Design, Requirements Analysis, Oracle Applications, Unix Shell Scripting, ETL, Project Management, ASP, Unix, Oracle Reports, Databases
Education
Morehead State University 2006 — 2014
MBA, Information Systems
Northern Kentucky University 1990 — 2000
B.S., Information Systems
84.51˚ April 2015 - Present
Vantiv January 2013 - Present
Senco Brands, Inc August 2010 - December 2012
Epsilon September 2007 - November 2010
Display Specialties, Inc. December 2002 - September 2007
Fidelity Investments February 2000 - February 2001
Skills
Shell Scripting, PL/SQL, Oracle E-Business Suite, SQL, ERP, Oracle, Database Design, Requirements Analysis, Oracle Applications, Unix Shell Scripting, ETL, Project Management, ASP, Unix, Oracle Reports, Databases
Education
Morehead State University 2006 — 2014
MBA, Information Systems
Northern Kentucky University 1990 — 2000
B.S., Information Systems
Brad Faig Brad Faig's Fidelity Investments Experience June 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - May 2014
Fidelity Investments August 2008 - May 2013
Fidelity Investments October 2006 - May 2013
Skills
Microsoft Excel, Accounting, Financial Modeling, Finance, Asset Management, Financial Analysis, Forecasting, Investments, Equities, Process Improvement, Sales
Education
Northern Kentucky University 2011 — 2012
Master's degree, Accounting
University of Tennessee-Knoxville 2002 — 2005
Bachelor's degree, Finance
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - May 2014
Fidelity Investments August 2008 - May 2013
Fidelity Investments October 2006 - May 2013
Skills
Microsoft Excel, Accounting, Financial Modeling, Finance, Asset Management, Financial Analysis, Forecasting, Investments, Equities, Process Improvement, Sales
Education
Northern Kentucky University 2011 — 2012
Master's degree, Accounting
University of Tennessee-Knoxville 2002 — 2005
Bachelor's degree, Finance
Daniel Helmick's Fidelity Investments Experience July 2007 - February 2012
Job Practice Coordinator at Raymond James
Industry Investment Management
Experience
Raymond James June 2015 - Present
The Bank of Kentucky February 2012 - June 2015
Fidelity Investments July 2007 - February 2012
Convergys May 2007 - August 2007
Convergys August 2006 - May 2007
Fidelity Investments July 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Risk Management, Derivatives, Corporate Finance, 401k, Equity Research, Financial Reporting, Mergers, Forecasting, Bloomberg, ETFs, Stocks, Auditing, Security Analysis, Market Research, Stock Research, Morningstar, Currency, Macroeconomics, Quantitative Research, Equity Valuation, Pension Administration, Deferred Compensation, Qualified Retirement..., Trading, Commodity Markets, Cost Benefit, Managerial Finance, Economic Research, Trend Analysis
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (M.B.A.), Finance Specialization, 3.8 overall; 4.0 in specialization
Northern Kentucky University 2003 — 2006
Bachelor's Degree, Finance, 3.7
St. Xavier High School 1999 — 2003
Raymond James June 2015 - Present
The Bank of Kentucky February 2012 - June 2015
Fidelity Investments July 2007 - February 2012
Convergys May 2007 - August 2007
Convergys August 2006 - May 2007
Fidelity Investments July 2004 - August 2005
Skills
Financial Modeling, Mutual Funds, Risk Management, Derivatives, Corporate Finance, 401k, Equity Research, Financial Reporting, Mergers, Forecasting, Bloomberg, ETFs, Stocks, Auditing, Security Analysis, Market Research, Stock Research, Morningstar, Currency, Macroeconomics, Quantitative Research, Equity Valuation, Pension Administration, Deferred Compensation, Qualified Retirement..., Trading, Commodity Markets, Cost Benefit, Managerial Finance, Economic Research, Trend Analysis
Education
Northern Kentucky University 2007 — 2010
Master of Business Administration (M.B.A.), Finance Specialization, 3.8 overall; 4.0 in specialization
Northern Kentucky University 2003 — 2006
Bachelor's Degree, Finance, 3.7
St. Xavier High School 1999 — 2003
Daniel Tewes's Fidelity Investments Experience Account ExecutiveFidelity InvestmentsFebruary 2008 - April 2014
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account ExecutiveFidelity InvestmentsFebruary 2008 - April 2014
Fidelity Investments September 2004 - February 2008
Tewes Poultry Farm August 2000 - September 2004
Skills
Series 7, Life Insurance, Health Insurance, Financial Planning, Investments, Estate Planning, Family Business, 401k, Portfolio Management, Fixed Annuities, Variable Annuities, Personal Tax Planning, Estate Tax Planning, Retirement Planning, Financial Coaching
Education
Northern Kentucky University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Fidelity Investments Account ExecutiveFidelity InvestmentsFebruary 2008 - April 2014
Fidelity Investments September 2004 - February 2008
Tewes Poultry Farm August 2000 - September 2004
Skills
Series 7, Life Insurance, Health Insurance, Financial Planning, Investments, Estate Planning, Family Business, 401k, Portfolio Management, Fixed Annuities, Variable Annuities, Personal Tax Planning, Estate Tax Planning, Retirement Planning, Financial Coaching
Education
Northern Kentucky University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Chris Kleman, CFP®'s Fidelity Investments Experience May 2015 - Present
Job Senior Manager, Financial Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments December 2013 - April 2015
Fidelity Investments 2008 - December 2013
Fifth Third Securities December 2003 - February 2008
Skills
People Management, Team Leadership, People Development, Asset Management, Risk Management, Financial Services, Investments, Financial Analysis, Finance, Equities, Banking, Mutual Funds, Analysis, Series 6, Series 7, Series 65, Series 63, Series 9, Series 10, Life Insurance, Health Insurance
Education
Xavier University - School of Business Administration 2006 — 2010
Masters, Business
Northern Kentucky University 1997 — 1999
Bachlor of Science, Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments December 2013 - April 2015
Fidelity Investments 2008 - December 2013
Fifth Third Securities December 2003 - February 2008
Skills
People Management, Team Leadership, People Development, Asset Management, Risk Management, Financial Services, Investments, Financial Analysis, Finance, Equities, Banking, Mutual Funds, Analysis, Series 6, Series 7, Series 65, Series 63, Series 9, Series 10, Life Insurance, Health Insurance
Education
Xavier University - School of Business Administration 2006 — 2010
Masters, Business
Northern Kentucky University 1997 — 1999
Bachlor of Science, Finance, General
Brad McElwain's Fidelity Investments Experience June 2007 - April 2011
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase N.A. October 2013 - Present
Edward Jones May 2011 - March 2013
Fidelity Investments June 2007 - April 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement, Series 63, Fixed Annuities, Investment Advisory, 401k Rollovers, Asset Allocation, 401k, Series 66
Education
Northern Kentucky University 1999 — 2003
Psychology
JPMorgan Chase N.A. October 2013 - Present
Edward Jones May 2011 - March 2013
Fidelity Investments June 2007 - April 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement, Series 63, Fixed Annuities, Investment Advisory, 401k Rollovers, Asset Allocation, 401k, Series 66
Education
Northern Kentucky University 1999 — 2003
Psychology
Chris Rudd's Fidelity Investments Experience February 2007 - October 2014
Job Customer Service Manager at Amazon
Industry Retail
Experience
Amazon October 2014 - Present
Fidelity Investments February 2007 - October 2014
Comair March 2000 - February 2007
Skills
Operations Management, Team Leadership, Business Process..., Lean Manufacturing, Lean Thinking, Warehousing, Supply Chain Management, Process Engineering, Six Sigma, Process Improvement, Operational Excellence, Cross-functional Team..., Outsourcing, Vendor Management
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science (BS)
Amazon October 2014 - Present
Fidelity Investments February 2007 - October 2014
Comair March 2000 - February 2007
Skills
Operations Management, Team Leadership, Business Process..., Lean Manufacturing, Lean Thinking, Warehousing, Supply Chain Management, Process Engineering, Six Sigma, Process Improvement, Operational Excellence, Cross-functional Team..., Outsourcing, Vendor Management
Education
Northern Kentucky University 2001 — 2006
Bachelor of Science (BS)
Carly Varatta's Fidelity Investments Experience September 2004 - February 2012
Job Artistic Director / Puppeteer
Industry Entertainment
Experience
Carly's Puppet Theater May 2004 - Present
Master Fry Defense Systems June 2000 - Present
Usborne Books & More September 2011 - September 2014
Fidelity Investments September 2004 - February 2012
Skills
Mutual Funds, Investments, Retirement Planning, Financial Services, Fitness Training, Martial Arts, Teaching, Organization, Event Planning, Puppetry, Literacy, Customer Service, Theatrical Production, Acting, Performing, Creative Writing, Theatre, Nonprofits
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater
Carly's Puppet Theater May 2004 - Present
Master Fry Defense Systems June 2000 - Present
Usborne Books & More September 2011 - September 2014
Fidelity Investments September 2004 - February 2012
Skills
Mutual Funds, Investments, Retirement Planning, Financial Services, Fitness Training, Martial Arts, Teaching, Organization, Event Planning, Puppetry, Literacy, Customer Service, Theatrical Production, Acting, Performing, Creative Writing, Theatre, Nonprofits
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater
Brad Zerhusen's Fidelity Investments Experience May 2005 - Present
Job Sr. Industrial Engineer
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Skills
Process Improvement, Project Management, Process Engineering, Program Management, Six Sigma, Operations Management, Business Process..., Vendor Management, Risk Management, Quality Assurance, Business Analysis, SDLC, Project Portfolio..., Cross-functional Team..., PMP, Leadership
Education
Northern Kentucky University 2003 — 2006
Finance, Administration
Fidelity Investments May 2005 - Present
Skills
Process Improvement, Project Management, Process Engineering, Program Management, Six Sigma, Operations Management, Business Process..., Vendor Management, Risk Management, Quality Assurance, Business Analysis, SDLC, Project Portfolio..., Cross-functional Team..., PMP, Leadership
Education
Northern Kentucky University 2003 — 2006
Finance, Administration
Casey Centers's Fidelity Investments Experience 2003 - 2004
Job Home Mortgage Consultant
Industry Real Estate
Experience
Ross Mortgage Corporation November 2010 - Present
Honda of Florence January 2006 - November 2010
Fidelity Investments 2003 - 2004
Education
Northern Kentucky University 1995 — 2003
Ross Mortgage Corporation November 2010 - Present
Honda of Florence January 2006 - November 2010
Fidelity Investments 2003 - 2004
Education
Northern Kentucky University 1995 — 2003
Christine Theobald Christine Theobald's Fidelity Investments Experience January 2015 - March 2015
Job Experienced Customer Service Representative/Student
Industry Consumer Services
Experience
Fidelity Investments January 2015 - March 2015
Red Robbin September 2010 - February 2015
Lendia May 2011 - August 2013
Eagles Notary 2012 - 2013
Buffalo Wild Wings September 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Teaching, HTML, iWorks, Apple Numbers, Apple Pages
Education
Northern Kentucky University 2014 — 2015
Bachelor of Science (BS), Organizational Leadership
Wright State University 2009 — 2015
Bachelor of Business Administration (BBA), Managment
Fidelity Investments January 2015 - March 2015
Red Robbin September 2010 - February 2015
Lendia May 2011 - August 2013
Eagles Notary 2012 - 2013
Buffalo Wild Wings September 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Teaching, HTML, iWorks, Apple Numbers, Apple Pages
Education
Northern Kentucky University 2014 — 2015
Bachelor of Science (BS), Organizational Leadership
Wright State University 2009 — 2015
Bachelor of Business Administration (BBA), Managment
Brian Hamon's Fidelity Investments Experience
Job Director of Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Operations Management, Team Leadership, Project Management, Process Improvement, Strategic Planning, Leadership
Education
Northern Kentucky University 1997 — 2001
Bachelor’s Degree, Business Management
Fidelity Investments
Skills
Operations Management, Team Leadership, Project Management, Process Improvement, Strategic Planning, Leadership
Education
Northern Kentucky University 1997 — 2001
Bachelor’s Degree, Business Management
Brad Potts's Fidelity Investments Experience May 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Lynchburg Area Joint Fire and Ambulance District June 2009 - Present
INC Research (formally Kendle International, Inc.) April 2011 - May 2012
Kendle International, Inc. March 2008 - April 2011
PSI Group November 2007 - February 2008
Union Institute & University June 2007 - November 2007
General Electric March 2005 - June 2007
Skills
SDLC, Linux, Agile Methodologies, PL/SQL, ASP.NET, Databases, Unix, SQL, C#, Web Services, Oracle, XML, Programming, Microsoft SQL Server, Android, Software Design, Software Development, Visual Basic, .NET, Web Applications, Testing, Requirements Analysis, Software Project..., MySQL, Architectures, Perl, Architecture
Education
Northern Kentucky University 2009 — 2014
Master of Science, Computer Information Technology
Northern Kentucky University 2002 — 2009
Bachelor of Science, Computer Information Technology
University of Cincinnati 1999 — 2002
Associate of Applied Business, Computer Support Technology
Fidelity Investments May 2012 - Present
Lynchburg Area Joint Fire and Ambulance District June 2009 - Present
INC Research (formally Kendle International, Inc.) April 2011 - May 2012
Kendle International, Inc. March 2008 - April 2011
PSI Group November 2007 - February 2008
Union Institute & University June 2007 - November 2007
General Electric March 2005 - June 2007
Skills
SDLC, Linux, Agile Methodologies, PL/SQL, ASP.NET, Databases, Unix, SQL, C#, Web Services, Oracle, XML, Programming, Microsoft SQL Server, Android, Software Design, Software Development, Visual Basic, .NET, Web Applications, Testing, Requirements Analysis, Software Project..., MySQL, Architectures, Perl, Architecture
Education
Northern Kentucky University 2009 — 2014
Master of Science, Computer Information Technology
Northern Kentucky University 2002 — 2009
Bachelor of Science, Computer Information Technology
University of Cincinnati 1999 — 2002
Associate of Applied Business, Computer Support Technology
Dwight Shelley's Fidelity Investments Experience November 2010 - Present
Job Principal Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments November 2005 - November 2010
Fidelity Investments November 2000 - November 2005
Skills
Performace Tuning, Capacity Planning, Performance Streamlining, Budgeting, Financials, SDLC, Unix, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Process Improvement, Disaster Recovery, Solaris
Education
Northern Kentucky University 1990 — 1995
Bachelor of Applied Science (BASc), Computer Science
Fidelity Investments November 2010 - Present
Fidelity Investments November 2005 - November 2010
Fidelity Investments November 2000 - November 2005
Skills
Performace Tuning, Capacity Planning, Performance Streamlining, Budgeting, Financials, SDLC, Unix, Requirements Analysis, Business Analysis, Vendor Management, Program Management, Agile Methodologies, Process Improvement, Disaster Recovery, Solaris
Education
Northern Kentucky University 1990 — 1995
Bachelor of Applied Science (BASc), Computer Science
Bill Schawe's Fidelity Investments Experience September 1995 - Present
Job Senior Buyer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1995 - Present
Education
Northern Kentucky University 1975 — 1980
Fidelity Investments September 1995 - Present
Education
Northern Kentucky University 1975 — 1980
Chris Eglian's Fidelity Investments Experience 2005 - 2006
Job Sr. Product Manager at Premera, Personal Funding Accounts
Industry Insurance
Experience
Premera Blue Cross April 2012 - Present
E*TRADE February 2006 - April 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2005 - 2006
Skills
Series 24, Series 7, Series 9 & 10, Series 63, WA Insurance License
Education
Northern Kentucky University
Bachelor of Science (B.S.), Public Administration
Premera Blue Cross April 2012 - Present
E*TRADE February 2006 - April 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2005 - 2006
Skills
Series 24, Series 7, Series 9 & 10, Series 63, WA Insurance License
Education
Northern Kentucky University
Bachelor of Science (B.S.), Public Administration
Bill Lorenz's Fidelity Investments Experience August 2007 - Present
Job Director, Program Management / Solution Delivery Team at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments February 2002 - August 2007
Fidelity Investments 1998 - February 2002
Fidelity Investments 1997 - 1998
Fidelity Investments 1993 - 1995
PNC 1983 - 1994
Skills
Project Portfolio..., Business Analysis, Leadership, Process Improvement, Business Process, Management, Program Management, SDLC, Strategy, Analysis, Training, Vendor Management
Education
Northern Kentucky University 1983 — 1988
Fidelity Investments August 2007 - Present
Fidelity Investments February 2002 - August 2007
Fidelity Investments 1998 - February 2002
Fidelity Investments 1997 - 1998
Fidelity Investments 1993 - 1995
PNC 1983 - 1994
Skills
Project Portfolio..., Business Analysis, Leadership, Process Improvement, Business Process, Management, Program Management, SDLC, Strategy, Analysis, Training, Vendor Management
Education
Northern Kentucky University 1983 — 1988
Doug Marx's Fidelity Investments Experience December 2014 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments September 2000 - November 2014
Skills
Relationship Management, Leadership, Financial Services, Financial Analysis, Process Improvement, Vendor Management, Business Analysis, Cross-functional Team..., Mutual Funds, Program Management, Finance, Essbase, Forecasting, Management
Education
Xavier University 2004 — 2006
MBA
Northern Kentucky University 1998 — 2002
BS Finance
Fidelity Investments December 2014 - Present
Fidelity Investments September 2000 - November 2014
Skills
Relationship Management, Leadership, Financial Services, Financial Analysis, Process Improvement, Vendor Management, Business Analysis, Cross-functional Team..., Mutual Funds, Program Management, Finance, Essbase, Forecasting, Management
Education
Xavier University 2004 — 2006
MBA
Northern Kentucky University 1998 — 2002
BS Finance
Brandon Duncan's Fidelity Investments Experience March 2015 - Present
Job Director, Marketing Automation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2011 - Present
Fidelity Investments August 2007 - November 2011
Kroger August 2006 - July 2007
Fifth Third Bank 2004 - 2006
The Cadence Network 2001 - 2003
Skills
SQL, Data Warehousing, Business Analysis, Business Intelligence, Java, Software Project..., Software Development, SDLC, Data Modeling, Analytics, HTML, Requirements Analysis, Project Management, Visio, Data Analysis, Salesforce.com
Education
Northern Kentucky University 1998 — 2001
BS, Computer Science
University of Cincinnati 1996 — 1998
Computer Engineering
Fidelity Investments March 2015 - Present
Fidelity Investments November 2011 - Present
Fidelity Investments August 2007 - November 2011
Kroger August 2006 - July 2007
Fifth Third Bank 2004 - 2006
The Cadence Network 2001 - 2003
Skills
SQL, Data Warehousing, Business Analysis, Business Intelligence, Java, Software Project..., Software Development, SDLC, Data Modeling, Analytics, HTML, Requirements Analysis, Project Management, Visio, Data Analysis, Salesforce.com
Education
Northern Kentucky University 1998 — 2001
BS, Computer Science
University of Cincinnati 1996 — 1998
Computer Engineering
Charity Ryan's Fidelity Investments Experience March 2002 - Present
Job Contracts Specialist Restatements at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2002 - Present
Fidelity Investments April 2007 - December 2008
Education
Northern Kentucky University 1992 — 1998
Fidelity Investments March 2002 - Present
Fidelity Investments April 2007 - December 2008
Education
Northern Kentucky University 1992 — 1998
Chris Harness's Fidelity Investments Experience January 2014 - Present
Job Deployment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments September 1997 - January 2014
Fidelity Investments February 1995 - September 1997
Kentucky Land Title Agency March 1992 - February 1995
Skills
Series 6, Series 63, Relationship Management, Management, Strategic Planning, Investments, Customer Service, Process Improvement, CRM
Education
Northern Kentucky University 1989 — 1993
Bachelor of Science, Marketing
Milford High Scool
Fidelity Investments January 2014 - Present
Fidelity Investments September 1997 - January 2014
Fidelity Investments February 1995 - September 1997
Kentucky Land Title Agency March 1992 - February 1995
Skills
Series 6, Series 63, Relationship Management, Management, Strategic Planning, Investments, Customer Service, Process Improvement, CRM
Education
Northern Kentucky University 1989 — 1993
Bachelor of Science, Marketing
Milford High Scool
Brandon Wahoff's Fidelity Investments Experience July 2014 - Present
Job Team Support Specialist
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments October 2007 - July 2014
Fidelity Investments April 2007 - September 2007
Wilmington Finance August 2005 - March 2007
Skills
Series 7, Series 9/10, Series 63/66, Loans, Underwriting, Call Centers, Retirement, Management, Customer Retention, Cross Selling, Team Building, Account Management, FINRA, Sales
Education
Northern Kentucky University 2009 — 2010
Bachelors, Organizational Leadership
University of Cincinnati 1998 — 2002
Fidelity Investments July 2014 - Present
Fidelity Investments October 2007 - July 2014
Fidelity Investments April 2007 - September 2007
Wilmington Finance August 2005 - March 2007
Skills
Series 7, Series 9/10, Series 63/66, Loans, Underwriting, Call Centers, Retirement, Management, Customer Retention, Cross Selling, Team Building, Account Management, FINRA, Sales
Education
Northern Kentucky University 2009 — 2010
Bachelors, Organizational Leadership
University of Cincinnati 1998 — 2002
Dawn Eubanks's Fidelity Investments Experience July 2007 - Present
Job Senior QA Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments December 2006 - July 2007
Fidelity Investments February 2005 - December 2006
Fidelity Investments December 2004 - February 2005
Fidelity Investments July 2003 - December 2004
Fidelity Investments July 2001 - July 2003
Fidelity Investments March 1999 - July 2001
ENTEX Information Services 1997 - 1999
ENTEX Information Services 1994 - 1997
Cincinnati Financial Corp 1988 - 1990
Education
Northern Kentucky University 1987 — 1991
Bachelor of Science, Information Systems, Minor in Math
Fidelity Investments July 2007 - Present
Fidelity Investments December 2006 - July 2007
Fidelity Investments February 2005 - December 2006
Fidelity Investments December 2004 - February 2005
Fidelity Investments July 2003 - December 2004
Fidelity Investments July 2001 - July 2003
Fidelity Investments March 1999 - July 2001
ENTEX Information Services 1997 - 1999
ENTEX Information Services 1994 - 1997
Cincinnati Financial Corp 1988 - 1990
Education
Northern Kentucky University 1987 — 1991
Bachelor of Science, Information Systems, Minor in Math
Brandy (Oaks) Shamblin's Fidelity Investments Experience December 2013 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments October 2012 - December 2013
Fidelity Investments May 2012 - October 2012
Fidelity Investments July 2006 - May 2012
Fidelity Investments September 2006 - August 2010
Fidelity Investments April 2004 - September 2006
Fidelity Investments August 2000 - April 2004
Fidelity Investments February 1998 - August 2000
Skills
Management, Process Improvement, Business Analysis, Vendor Management, Salesforce.com, Customer Service, Relationship Management, CRM, Series 63, Customer Satisfaction
Education
Northern Kentucky University 1996 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kentucky 1995 — 1996
Fidelity Investments December 2013 - Present
Fidelity Investments October 2012 - December 2013
Fidelity Investments May 2012 - October 2012
Fidelity Investments July 2006 - May 2012
Fidelity Investments September 2006 - August 2010
Fidelity Investments April 2004 - September 2006
Fidelity Investments August 2000 - April 2004
Fidelity Investments February 1998 - August 2000
Skills
Management, Process Improvement, Business Analysis, Vendor Management, Salesforce.com, Customer Service, Relationship Management, CRM, Series 63, Customer Satisfaction
Education
Northern Kentucky University 1996 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of Kentucky 1995 — 1996
Brandon Griffey's Fidelity Investments Experience January 2008 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments January 2008 - April 2010
Jeff Ruby Culinary Entertainment March 2005 - June 2008
Education
Northern Kentucky University 2005 — 2008
MBA
Fidelity Investments January 2008 - Present
Fidelity Investments January 2008 - April 2010
Jeff Ruby Culinary Entertainment March 2005 - June 2008
Education
Northern Kentucky University 2005 — 2008
MBA
Casey Croley's Fidelity Investments Experience On-Site ProducerLocal 12 WKRC-TVJuly 2002 - November 2006
Job Dynamic Publishing Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments On-Site ProducerLocal 12 WKRC-TVJuly 2002 - November 2006
Education
Northern Kentucky University 2001 — 2006
Bachelor, Journalism/Radio- Television
Fidelity Investments On-Site ProducerLocal 12 WKRC-TVJuly 2002 - November 2006
Education
Northern Kentucky University 2001 — 2006
Bachelor, Journalism/Radio- Television
David Hamberg's Fidelity Investments Experience May 2006 - December 2006
Job Senior IT Governance Analyst at Fifth Third Bank
Industry Information Technology and Services
Experience
Fifth Third Bank July 2011 - Present
Fifth Third Bank May 2009 - July 2011
Union Central Life Insurance July 2008 - May 2009
Fifth Third Bank December 2006 - July 2008
Fidelity Investments May 2006 - December 2006
Keco Industries, Inc. September 2005 - May 2006
Skills
Archer eGRC Platform, Oracle, Access, Business Intelligence, Security, Unix
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Information Systems
Fifth Third Bank July 2011 - Present
Fifth Third Bank May 2009 - July 2011
Union Central Life Insurance July 2008 - May 2009
Fifth Third Bank December 2006 - July 2008
Fidelity Investments May 2006 - December 2006
Keco Industries, Inc. September 2005 - May 2006
Skills
Archer eGRC Platform, Oracle, Access, Business Intelligence, Security, Unix
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Information Systems
Brian Arden's Fidelity Investments Experience January 2013 - Present
Job Financial Rep. High Net Worth Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Darden Restaurants August 2000 - January 2010
Skills
Finance, Mutual Funds, Investments, Series 63, Series 7, Retirement Planning
Education
Northern Kentucky University 2010 — 2012
Bachelor's degree, Finance
Fidelity Investments January 2013 - Present
Darden Restaurants August 2000 - January 2010
Skills
Finance, Mutual Funds, Investments, Series 63, Series 7, Retirement Planning
Education
Northern Kentucky University 2010 — 2012
Bachelor's degree, Finance
Doug Andrew's Fidelity Investments Experience 1998 - 1999
Job CPA
Industry Accounting
Experience
Munninghoff Lange & Co 2010 - Present
Rippe &Kingston 2006 - 2010
NKU May 2005 - December 2006
U.S. Bank January 2001 - May 2005
Provident Bank April 1999 - January 2001
Fidelity Investments 1998 - 1999
The Cincinnati Insurance Companies June 1996 - 1998
Fidelity Investments 1995 - 1996
American Modern Insurance Group 1994 - 1994
Skills
CPA State of Kentucky, Series 7 & 6 Brokerage..., Life and Health License..., 401k, Insurance, Management, Accounting, Auditing, CPA, General Ledger, Strategic Planning, Customer Service, Financial Analysis
Education
Northern Kentucky University 2005 — 2007
Accounting, 4.0
Northern Kentucky University 1986 — 1991
Business Management & Accounting
St. Pius 1975 — 1982
Covington Catholic
Munninghoff Lange & Co 2010 - Present
Rippe &Kingston 2006 - 2010
NKU May 2005 - December 2006
U.S. Bank January 2001 - May 2005
Provident Bank April 1999 - January 2001
Fidelity Investments 1998 - 1999
The Cincinnati Insurance Companies June 1996 - 1998
Fidelity Investments 1995 - 1996
American Modern Insurance Group 1994 - 1994
Skills
CPA State of Kentucky, Series 7 & 6 Brokerage..., Life and Health License..., 401k, Insurance, Management, Accounting, Auditing, CPA, General Ledger, Strategic Planning, Customer Service, Financial Analysis
Education
Northern Kentucky University 2005 — 2007
Accounting, 4.0
Northern Kentucky University 1986 — 1991
Business Management & Accounting
St. Pius 1975 — 1982
Covington Catholic
Diane Russell's Fidelity Investments Experience December 2008 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2008 - Present
Fidelity Investments June 2005 - December 2008
Skills
Business Analysis, CRM, Cross-functional Team..., Customer Service, Financial Services, Investments, Leadership, Management, Mutual Funds, Process Improvement, Product Management, Program Management, Project Management, Relationship Management, Requirements Analysis, Retirement, Retirement Planning, Risk Management, SDLC, Securities, Series 63, Series 7, Strategic Planning, Vendor Management, Visio
Education
Northern Kentucky University 1983 — 1987
BA, Communications
Fidelity Investments December 2008 - Present
Fidelity Investments June 2005 - December 2008
Skills
Business Analysis, CRM, Cross-functional Team..., Customer Service, Financial Services, Investments, Leadership, Management, Mutual Funds, Process Improvement, Product Management, Program Management, Project Management, Relationship Management, Requirements Analysis, Retirement, Retirement Planning, Risk Management, SDLC, Securities, Series 63, Series 7, Strategic Planning, Vendor Management, Visio
Education
Northern Kentucky University 1983 — 1987
BA, Communications
Dubravka Maric's Fidelity Investments Experience July 2008 - July 2013
Job Manager of Donor Engagement at Mercy Health Foundation
Industry Philanthropy
Experience
Mercy Health (formerly Mercy Health Partners) August 2014 - Present
Mercy Health (formerly Mercy Health Partners) July 2013 - Present
Fidelity Investments July 2008 - July 2013
Fidelity Investments September 2005 - July 2008
Skills
Fundraising, Philanthropy, Donor Engagement, Direct Mail Fundraising, Grateful Patient..., Stewardship, Project Management, Vendor Management, Relationship Management, Process Improvement, Business Analysis
Education
Northern Kentucky University 2000 — 2004
Bachelor of Science (B.S.), Business Management
Mercy Health (formerly Mercy Health Partners) August 2014 - Present
Mercy Health (formerly Mercy Health Partners) July 2013 - Present
Fidelity Investments July 2008 - July 2013
Fidelity Investments September 2005 - July 2008
Skills
Fundraising, Philanthropy, Donor Engagement, Direct Mail Fundraising, Grateful Patient..., Stewardship, Project Management, Vendor Management, Relationship Management, Process Improvement, Business Analysis
Education
Northern Kentucky University 2000 — 2004
Bachelor of Science (B.S.), Business Management
Christa Kreinest's Fidelity Investments Experience 2007 - 2009
Job VicePresident, Managing Director
Industry Financial Services
Experience
THG Retirement Solutions June 2014 - Present
The Hauser Insurance Group July 2011 - June 2014
Transamerica Retirement Services 2009 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
General Cable 1995 - 2000
Kao Corporation 1994 - 1995
Roto Rooter 1989 - 1995
Clopay Building Products 1993 - 1994
Skills
Employee Benefits, Strategy, 401k, Management, CRM, Sales, Investments, Deferred Compensation, Performance Management, Sales Operations, Financial Services, Management Consulting, Retirement, Retirement Planning, ERISA, Employee Relations, Business Planning, Team Leadership, Series 7, Budgets, Insurance, Executive Management, Customer Service, Process Improvement, Defined Benefit, Leadership, Consulting, Mutual Funds, Strategic Planning, Benefits Administration, Securities, Series 63, Wealth Management, Pensions, Relationship Management, HRIS, Compensation, Strategic Human..., Payroll
Education
Northern Kentucky University 1982 — 1984
B.S., Public Administration
Dixie Heights High School
High School Diploma
THG Retirement Solutions June 2014 - Present
The Hauser Insurance Group July 2011 - June 2014
Transamerica Retirement Services 2009 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 2000 - 2003
General Cable 1995 - 2000
Kao Corporation 1994 - 1995
Roto Rooter 1989 - 1995
Clopay Building Products 1993 - 1994
Skills
Employee Benefits, Strategy, 401k, Management, CRM, Sales, Investments, Deferred Compensation, Performance Management, Sales Operations, Financial Services, Management Consulting, Retirement, Retirement Planning, ERISA, Employee Relations, Business Planning, Team Leadership, Series 7, Budgets, Insurance, Executive Management, Customer Service, Process Improvement, Defined Benefit, Leadership, Consulting, Mutual Funds, Strategic Planning, Benefits Administration, Securities, Series 63, Wealth Management, Pensions, Relationship Management, HRIS, Compensation, Strategic Human..., Payroll
Education
Northern Kentucky University 1982 — 1984
B.S., Public Administration
Dixie Heights High School
High School Diploma
Delann Bussell's Fidelity Investments Experience August 1999 - January 2002
Job Administrative Assistant
Industry Banking
Experience
Bluegrass Biodiesel August 2007 - January 2008
Sandvik June 2005 - August 2006
St. Luke's Episcopal Hospital November 2002 - May 2005
Fidelity Investments August 1999 - January 2002
Education
Northern Kentucky University 2004 — 2005
Accounting, Business Management
Bluegrass Biodiesel August 2007 - January 2008
Sandvik June 2005 - August 2006
St. Luke's Episcopal Hospital November 2002 - May 2005
Fidelity Investments August 1999 - January 2002
Education
Northern Kentucky University 2004 — 2005
Accounting, Business Management
Connie Schwarberg's Fidelity Investments Experience January 2000 - April 2000
Job Corporate Secretary / Benefits & Risk Manager at Tigrent Inc. & Legacy Education Alliance, Inc.
Industry Education Management
Experience
Tigrent Inc. & Legacy Education Alliance, Inc. July 2003 - Present
Western & Southern Financial Group April 2000 - February 2003
Fidelity Investments January 2000 - April 2000
Matrix Accounting & Business Services February 1994 - April 2000
United States Marine Corps December 1989 - December 1993
Falmouth Police Dept June 1988 - December 1989
Skills
Strategic Planning, Business Strategy, Budgets, Leadership, Negotiation, Coaching, Management, Accounting, Public Speaking, Account Management, Project Management, Business Planning, Process Improvement, Team Building, Mergers, Employee Benefits, Leadership Development, Training, Financial Analysis, Forecasting, Financial Reporting, Program Management, Contract Negotiation, Risk Management, Benefit Program..., Strategic & Competitive..., Policy Development, Stock Plan Management &..., Investor Relations, Media Relations, Research & Analysis, Workers Compensation, Corporate Insurance, Directors & Officers..., Training & Development, Compensation & Benefits
Education
Thomas More College 2000 — 2002
Masters, Business Administration
Northern Kentucky University 1995 — 1999
Bachelor of Science, Business Management
Tigrent Inc. & Legacy Education Alliance, Inc. July 2003 - Present
Western & Southern Financial Group April 2000 - February 2003
Fidelity Investments January 2000 - April 2000
Matrix Accounting & Business Services February 1994 - April 2000
United States Marine Corps December 1989 - December 1993
Falmouth Police Dept June 1988 - December 1989
Skills
Strategic Planning, Business Strategy, Budgets, Leadership, Negotiation, Coaching, Management, Accounting, Public Speaking, Account Management, Project Management, Business Planning, Process Improvement, Team Building, Mergers, Employee Benefits, Leadership Development, Training, Financial Analysis, Forecasting, Financial Reporting, Program Management, Contract Negotiation, Risk Management, Benefit Program..., Strategic & Competitive..., Policy Development, Stock Plan Management &..., Investor Relations, Media Relations, Research & Analysis, Workers Compensation, Corporate Insurance, Directors & Officers..., Training & Development, Compensation & Benefits
Education
Thomas More College 2000 — 2002
Masters, Business Administration
Northern Kentucky University 1995 — 1999
Bachelor of Science, Business Management
Brenda Peebles's Fidelity Investments Experience August 2004 - August 2009
Job Customer Service Representative at Copart
Industry Automotive
Experience
Copart March 2012 - Present
Fidelity Investments August 2004 - August 2009
Veritude October 2003 - August 2004
Cincinnati Museum Center July 2003 - October 2003
Cincinnati Museum Center May 2001 - July 2003
NKU Bookstore August 1997 - May 2001
Skills
Customer Service, Process Improvement, Access, Mutual Funds, Financial Services, Securities, Microsoft Office, Finance, Public Speaking, Social Networking
Education
Northern Kentucky University 1997 — 2000
BA, History
Northern Kentucky University 1992 — 1997
BA, Anthroplogy
Simon Kenton 1988 — 1992
High School diploma
Copart March 2012 - Present
Fidelity Investments August 2004 - August 2009
Veritude October 2003 - August 2004
Cincinnati Museum Center July 2003 - October 2003
Cincinnati Museum Center May 2001 - July 2003
NKU Bookstore August 1997 - May 2001
Skills
Customer Service, Process Improvement, Access, Mutual Funds, Financial Services, Securities, Microsoft Office, Finance, Public Speaking, Social Networking
Education
Northern Kentucky University 1997 — 2000
BA, History
Northern Kentucky University 1992 — 1997
BA, Anthroplogy
Simon Kenton 1988 — 1992
High School diploma
Dan Meeks's Fidelity Investments Experience March 2014 - Present
Job NQ Service Delivery Manager
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Paycor October 2013 - March 2014
Fidelity Investments March 2012 - October 2013
Fidelity Investments June 2007 - March 2012
Chiquita 2005 - 2007
Johnny's Toys 1995 - 2005
Skills
Financial Services, Process Improvement, Investments, 401k, Business Analysis, Customer Service, Microsoft Excel, Analysis, Project Management, Retirement, Finance, Coaching, Sales, Relationship Management, Risk Management
Education
Northern Kentucky University 1998 — 2005
BS, Finance, Business
Holy Cross High School 1994 — 1998
HS Diploma, All, Honors
Fidelity Investments March 2014 - Present
Paycor October 2013 - March 2014
Fidelity Investments March 2012 - October 2013
Fidelity Investments June 2007 - March 2012
Chiquita 2005 - 2007
Johnny's Toys 1995 - 2005
Skills
Financial Services, Process Improvement, Investments, 401k, Business Analysis, Customer Service, Microsoft Excel, Analysis, Project Management, Retirement, Finance, Coaching, Sales, Relationship Management, Risk Management
Education
Northern Kentucky University 1998 — 2005
BS, Finance, Business
Holy Cross High School 1994 — 1998
HS Diploma, All, Honors
Chuck Barnes's Fidelity Investments Experience August 1989 - November 2002
Job PNC Market Manager
Industry Financial Services
Experience
PNC Mortgage December 2013 - Present
Stonegate Mortgage Corporation November 2012 - December 2013
HomeServices Lending May 2012 - November 2012
PHH Mortgage May 2007 - May 2012
Mortgage Company - Owner/Manager December 2002 - May 2007
Fidelity Investments August 1989 - November 2002
Securities Firms June 1987 - August 1989
US Navy September 1981 - June 1987
Skills
FHA, USDA, Mortgage Lending, Loan Origination, Mortgage Banking, VA loans, Refinance, Residential Mortgages, FHA financing, First Time Home Buyers, Loans, Mortgage Marketing, Sales Management, Real Estate Financing, Short Sales, Debt Consolidation, Finance, Residential Homes, New Home Sales, Investment Properties, Home Equity Lines of..., Certified Mortgage..., Business Development, Loan Servicing, Credit Analysis, Relocation, Banking, CRM, Consumer Lending, Credit, FHA Financing, Foreclosures, Government Loans, Home Equity Loans, Investments, Investors, Leadership, Loss Mitigation, Mortgage Underwriting, REO, Real Estate, Referrals, Sales, Sellers, Selling, Strategy, Underwriting, VA Loans
Education
Northern Kentucky University
Studied, Business/Managerial Economics
PNC Mortgage December 2013 - Present
Stonegate Mortgage Corporation November 2012 - December 2013
HomeServices Lending May 2012 - November 2012
PHH Mortgage May 2007 - May 2012
Mortgage Company - Owner/Manager December 2002 - May 2007
Fidelity Investments August 1989 - November 2002
Securities Firms June 1987 - August 1989
US Navy September 1981 - June 1987
Skills
FHA, USDA, Mortgage Lending, Loan Origination, Mortgage Banking, VA loans, Refinance, Residential Mortgages, FHA financing, First Time Home Buyers, Loans, Mortgage Marketing, Sales Management, Real Estate Financing, Short Sales, Debt Consolidation, Finance, Residential Homes, New Home Sales, Investment Properties, Home Equity Lines of..., Certified Mortgage..., Business Development, Loan Servicing, Credit Analysis, Relocation, Banking, CRM, Consumer Lending, Credit, FHA Financing, Foreclosures, Government Loans, Home Equity Loans, Investments, Investors, Leadership, Loss Mitigation, Mortgage Underwriting, REO, Real Estate, Referrals, Sales, Sellers, Selling, Strategy, Underwriting, VA Loans
Education
Northern Kentucky University
Studied, Business/Managerial Economics
David Stolz's Fidelity Investments Experience September 2006 - Present
Job Retirement Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
The Home Depot June 1998 - January 2006
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investments, 401k
Education
Northern Kentucky University 1987 — 1995
BS, Business Management
Lloyd Memorial High School 1982 — 1986
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments September 2006 - Present
The Home Depot June 1998 - January 2006
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investments, 401k
Education
Northern Kentucky University 1987 — 1995
BS, Business Management
Lloyd Memorial High School 1982 — 1986
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Debbie Mallory's Fidelity Investments Experience January 1998 - January 2000
Job Executive Assistant
Industry Real Estate
Experience
Heritage Property Management Ltd December 2001 - January 2012
Fidelity Investments January 1998 - January 2000
US Playing Card Company May 1996 - January 1998
Education
Northern Kentucky University
Business Administration
Heritage Property Management Ltd December 2001 - January 2012
Fidelity Investments January 1998 - January 2000
US Playing Card Company May 1996 - January 1998
Education
Northern Kentucky University
Business Administration
Connie Holden's Fidelity Investments Experience July 2000 - Present
Job Billing Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2000 - Present
Federal Reserve Bank of Cincinnati March 1991 - August 1999
Education
Northern Kentucky University 1989 — 1993
Bachelor's Degree, Informatics
Fidelity Investments July 2000 - Present
Federal Reserve Bank of Cincinnati March 1991 - August 1999
Education
Northern Kentucky University 1989 — 1993
Bachelor's Degree, Informatics
Brigitte Schubert's Fidelity Investments Experience February 2011 - Present
Job Defined Contribution/Benefit Re at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Skills
401k, Employee Benefits, Financial Services, Investments
Education
Northern Kentucky University 1988 — 1993
Bachelor's degree, History
Newport Central Catholic High School
Fidelity Investments February 2011 - Present
Skills
401k, Employee Benefits, Financial Services, Investments
Education
Northern Kentucky University 1988 — 1993
Bachelor's degree, History
Newport Central Catholic High School
Bill Shatto's Fidelity Investments Experience October 1999 - June 2004
Job Store Manager at Jack's Glass, Inc.
Industry Consumer Services
Experience
Jack's Glass, Inc. September 2008 - Present
Silverlake Family Recreation Center January 2005 - November 2007
Fidelity Investments October 1999 - June 2004
Education
Northern Kentucky University 1988 — 1991
Business
Simon Kenton High School 1983 — 1987
High School Diploma, General Studies
Jack's Glass, Inc. September 2008 - Present
Silverlake Family Recreation Center January 2005 - November 2007
Fidelity Investments October 1999 - June 2004
Education
Northern Kentucky University 1988 — 1991
Business
Simon Kenton High School 1983 — 1987
High School Diploma, General Studies
Brian Class's Fidelity Investments Experience December 2010 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments June 1999 - Present
Fidelity Investments December 2002 - August 2005
Fidelity Investments June 1999 - December 2002
Skills
Techincal Support, Customer Service, Query Writing, Ad Hoc Reporting, Business Analysis, Data Analysis, Project Management, Microsoft Office, SQL Navigator, Business Objects, Visual Basic, HTML, Troubleshooting, Analytics, Bloomberg, Equities, Financial Modeling, Technical Support, Visio, Fixed Income, Microsoft Excel, Valuation, Requirements Analysis
Education
Northern Kentucky University 1995 — 2000
Masters in Information Systems, Information Technology
Highlands High School 1991 — 1995
Fidelity Investments December 2010 - Present
Fidelity Investments June 1999 - Present
Fidelity Investments December 2002 - August 2005
Fidelity Investments June 1999 - December 2002
Skills
Techincal Support, Customer Service, Query Writing, Ad Hoc Reporting, Business Analysis, Data Analysis, Project Management, Microsoft Office, SQL Navigator, Business Objects, Visual Basic, HTML, Troubleshooting, Analytics, Bloomberg, Equities, Financial Modeling, Technical Support, Visio, Fixed Income, Microsoft Excel, Valuation, Requirements Analysis
Education
Northern Kentucky University 1995 — 2000
Masters in Information Systems, Information Technology
Highlands High School 1991 — 1995
Danielle Lehman's Fidelity Investments Experience March 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments May 2012 - March 2013
Fidelity Investments October 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Mutual Funds, Separately Managed..., Stocks, ETFs, PowerPoint, Retirement Planning, Brokerage, Financial Guidance
Education
Northern Kentucky University 2001 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments March 2013 - Present
Fidelity Investments May 2012 - March 2013
Fidelity Investments October 2008 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Mutual Funds, Separately Managed..., Stocks, ETFs, PowerPoint, Retirement Planning, Brokerage, Financial Guidance
Education
Northern Kentucky University 2001 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank