Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Julie Jump Julie Jump Cincinnati Area Details
Julie Jump's Fidelity Investments Experience January 2001 - May 2003
Job Director of MIS at Lykins Energy Solutions
Industry Oil & Energy
Experience
Lykins Energy Solutions   January 2012 - Present
Lykins Companies, Inc.   September 2008 - February 2012
Lykins Companies, Inc.   January 2005 - September 2008
Fidelity Investments   January 2001 - May 2003

Skills
Project Management, Process Improvement, Software Deployment, Accounting Applications, Strategic Planning, Business Process..., Accounting System, Account Reconciliation, Financial Reporting, Accounting, Accounts Payable, Management, Leadership, General Ledger, Analysis, Business Analysis, Microsoft SQL Server, Integration, Team Leadership

Education
Northern Kentucky University   2001 — 2005
BS, Accounting

Kailyn Neat Kailyn Neat Cincinnati Area Details
Kailyn Neat's Fidelity Investments Experience July 2015 - Present
Job Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Sterling Jewelers  October 2012 - July 2015
Sterling Jewelers  August 2013 - October 2014
Nordstrom  October 2011 - September 2012

Skills
Sales, Retail, Management, Customer Service, Inventory Management, Store Management, Retail Sales

Education
Northern Kentucky University   2011 — 2015
Bachelor's degree, Marketing

Katie Scanlon Katie Scanlon Covington, Kentucky Details
Katie Scanlon's Fidelity Investments Experience March 2004 - Present
Job Photographer / Quality Control Specialist
Industry Financial Services
Experience
Katie Scanlon Photography   February 2010 - Present
Fidelity Investments   March 2004 - Present

Skills
Photography, Microsoft Excel, Microsoft Word, Photoshop Elements

Education
Northern Kentucky University
Bachelor's degree, Business Administration/Marketing

Lucas Elsener Lucas Elsener Cincinnati Area Details
Lucas Elsener's Fidelity Investments Experience August 2015 - Present
Job Learning Consultant at Cengage Learning
Industry Marketing and Advertising
Experience
Fidelity Investments   August 2015 - Present
Cengage Learning  August 2012 - August 2015
Cengage Learning  March 2011 - August 2012
Walnut Hills High School Athletic Department   May 2010 - March 2011
Cincinnati Bengals Pro Shop   August 2010 - February 2011
Northern Kentucky University Athletic Department   August 2010 - December 2010
Northern Kentucky University Office of Admissions   August 2009 - December 2009
dbaDIRECT  January 2009 - September 2009
Cincinnati Bengals Pro Shop   June 2008 - December 2008

Skills
Promotions, Fundraising, Scheduling, International Marketing, International Business, Publishing, Product Marketing, Marketing Strategy, Sports Marketing, PowerPoint, Public Speaking, Sales, Selling, Strategic Communications, Time Management

Education
Northern Kentucky University   2006 — 2010
Bachelor's, Sports Business and Marketing

Joshua McDowell Joshua McDowell Columbus, Ohio Area Details
Joshua McDowell's Fidelity Investments Experience October 2004 - June 2006
Job President at Central Ohio Construction Group, Inc.
Industry Construction
Experience
Central Ohio Construction Group, Inc.   May 2003 - Present
Tzemach Tzedek LLC   June 2011 - Present
Cortland Partners  July 2014 - June 2015
City Retreats llc   May 2008 - June 2011
Pella Windows and Door   June 2006 - May 2008
Fidelity Investments   October 2004 - June 2006

Skills
Excel, Order Management, AutoCAD, Word, Oracle, Microsoft Project, MS Project, Customer Service, Microsoft Excel, Project Management, Project Planning, Contract Negotiation, Construction Management, Process Scheduler, Management, Budgets

Education
Northern Kentucky University   2003 — 2008
Bachelor of Science, Construction Management

Kathleen Radcliff Kathleen Radcliff Burlington, Kentucky Details
Kathleen Radcliff's Fidelity Investments Experience April 2008 - Present
Job Financial Operations and Disbursements
Industry Financial Services
Experience
Fidelity Investments   April 2008 - Present
Fidelity Investments   December 2007 - April 2008
Fidelity Investments   October 2005 - December 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Negotiation, Access, Process Improvement, Administration, Financial Analysis, Coaching

Education
Thomas More College   2004 — 2006
Bachelor of Business Administration (BBA)

Northern Kentucky University   2000 — 2003

Kristy Warner Kristy Warner Lynchburg, Ohio Details
Kristy Warner's Fidelity Investments Experience 1999 - 2002
Job Senior Financial Analyst at National Cooperative Bank
Industry Banking
Experience
National Cooperative Bank  October 2006 - Present
New Sabina Industries, Inc.   April 2002 - October 2006
Fidelity Investments   1999 - 2002

Skills
Financial Analysis, Banking, Credit Analysis, Portfolio Management, Credit Risk, Financial Reporting, Capital Markets

Education
Northern Kentucky University   1998 — 2001
Accounting

Southern State Community College   1995 — 1998
Business Management and Accounting

Kimberly (www.runforbux.com) Buxton Kimberly (www.runforbux.com) Buxton Milford, Ohio Details
Kimberly (www.runforbux.com) Buxton's Fidelity Investments Experience October 1996 - November 2012
Job Project Manager at Garretson Resolution Group
Industry Legal Services
Experience
Garretson Resolution Group  October 2013 - Present
City of Milford, Ohio   January 2014 - Present
Self-employed  April 2011 - Present
Milford Citizen's Police Academy   September 2013 - September 2014
Ohio Running Events   August 2010 - August 2014
Garretson Resolution Group  October 2013 - July 2014
Fidelity Investments   October 1996 - November 2012

Skills
Operations Control, Operations Processes, Operations Process..., Quality Assurance, Risk Monitoring, Controls Development, Operations Management, Six Sigma, Financial Services, Business Analysis, Change Management, Customer Service, Training

Education
Northern Kentucky University   2002 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General

Wilmington College   1987 — 1991
Bachelor's degree, Economics and Finance

University of Vienna, Austria   1989 — 1989
International Studies

Lee Plummer Lee Plummer Cincinnati Area Details
Lee Plummer's Fidelity Investments Experience April 2012 - July 2014
Job Space Management Analyst
Industry Marketing and Advertising
Experience
PL Marketing  July 2014 - Present
Fidelity Investments   April 2012 - July 2014
Cincom Systems  November 2010 - March 2012
Northwestern Mutual  January 2010 - June 2010

Skills
Salesforce.com, Lead Generation, CRM, Sales Process, SaaS, Account Management, Enterprise Software, Direct Sales, Solution Selling, Cold Calling, Selling, B2B, Email Marketing, Marketing, Sales Presentations, Direct Marketing, Sales, Team Leadership, Marketing Communications, Digital Marketing, Market Research, Customer Service, B2B Marketing, Product Marketing, Marketing Strategy, Brand Management

Education
University of Louisville   2007 — 2010
BS, Communications

Northern Kentucky University   2006 — 2007

Lauren Niedringhaus Lauren Niedringhaus Cincinnati Area Details
Lauren Niedringhaus's Fidelity Investments Experience August 2007 - February 2009
Job ACA Implementation Consultant at ADP
Industry Human Resources
Experience
Paycor  October 2014 - May 2015
Pomeroy  November 2013 - September 2014
Fidelity Investments   August 2007 - February 2009
Fidelity Investments   2000 - 2007
Fidelity Investments   1996 - 2000

Skills
Access, PowerPoint, Customer Service, SharePoint, Payroll, Defined Contribution, Defined Benefit, Non-Qualified Deferred..., 403 b, Business Strategy, Training, Management, Project Management, Employee Benefits, 401k, Outsourcing, Finance, Retirement Planning, Marketing, Mutual Funds, Business Planning, Leadership, Process Improvement, Team Building, CRM, Vendor Management

Education
University of Phoenix   2002 — 2004
Associate’s Degree

Northern Kentucky University   1987 — 1992

Katie Young Smith Katie Young Smith Independence, Kentucky Details
Katie Young Smith's Fidelity Investments Experience October 2011 - Present
Job Director, Client Service Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Fidelity Investments   July 2007 - October 2011
Fidelity Investments   June 2006 - July 2007
Fidelity Investments   June 2005 - June 2006
Fidelity Investments   April 2004 - June 2005
Our Designs, Inc   February 2000 - April 2004
Things Remembered  1997 - 2000

Skills
Analysis, Customer Service, Management, Training

Education
Northern Kentucky University   1998 — 2003
Master of Business Administration (MBA)

Northern Kentucky University   1996 — 1998
Bachelor of Arts (BA), Psychology

Krystal Holt Krystal Holt Cincinnati Area Details
Krystal Holt's Fidelity Investments Experience April 2015 - Present
Job Admin. Assistant at Northern Kentucky University
Industry Higher Education
Experience
Fidelity Investments   April 2015 - Present
Gallatin County Schools  October 2014 - March 2015
Universal Fleet and Tire   June 2014 - October 2014
Northern Kentucky University  November 2011 - May 2014
Target  June 2004 - October 2010
CVS Pharmacy  March 2003 - March 2004
Walgreens  August 2000 - January 2002
Grant County Drugs   2000 - 2001

Skills
Data Entry, Training, Time Management, Leadership, Employee Relations, Event Planning, Customer Service, Microsoft Office, Human Resources, Leadership Development, Telephone Skills, Team Building, PowerPoint, Outlook, Payroll, Organizational..., Pharmacy Management, Prescription Drugs, Medicare/Medicaid..., Office Administration

Education
Northern Kentucky University   2009 — 2014
Bachelor of Arts (B.A.), Organizational Leadership

Grant County High School   1998 — 2001

Kelly Owens Kelly Owens Cincinnati Area Details
Kelly Owens's Fidelity Investments Experience 2007 - 2011
Job CDFA, Investment Advisor at AlphaMark Advisors
Industry Financial Services
Experience
AlphaMark Advisors   May 2014 - Present
College Cost Navigator   January 2011 - May 2014
Fidelity Investments   2007 - 2011

Skills
Retirement Planning, Retirement, 401k, Mutual Funds, Fixed Annuities, IRAs, Wealth Management, Series 63, Financial Advisory, Series 6, Educational Consulting, Asset Allocation, Series 7, Investment Strategies, Securities

Education
University of Kentucky
BS, Psychology

Northern Kentucky University
M.Ed., Special Education

Lisa Smith Lisa Smith Cincinnati Area Details
Lisa Smith's Fidelity Investments Experience 2000 - 2002
Job Assistant Professor, Educator at University of Cincinnati
Industry Human Resources
Experience
University of Cincinnati  August 2013 - Present
Quest Diagnostics (formerly MedPlus)   May 2009 - July 2013
Fifth Third Bank  2005 - 2009
Fifth Third Bancorp  2005 - 2009
Ernst & Young  2002 - 2005
Fidelity Investments   2000 - 2002
Alliance Research  1998 - 2000
CBS Companies  1996 - 1998

Skills
Talent Management, Succession Planning, Organizational Design, Deferred Compensation, Onboarding, Employee Relations, Performance Management, Employee Benefits, Employee Engagement, Talent Acquisition, HR Policies, Human Resources, HRIS, Process Improvement, New Hire Orientations, Organizational..., Recruiting, Benefits Administration, Leadership, Mergers & Acquisitions, Coaching, Management, Training, College Recruiting

Education
Xavier University   2002 — 2004
Masters in Education, Human Resources Development

Northern Kentucky University   1992 — 1996
Bachelor of Arts, Organizational Communication

JoAnn Geiman JoAnn Geiman Hebron, Kentucky Details
JoAnn Geiman's Fidelity Investments Experience January 2004 - August 2006
Job HRIS Specialist at Pomeroy
Industry Information Technology and Services
Experience
Pomeroy  February 2015 - Present
Pomeroy  July 2013 - May 2014
Pomeroy  October 2010 - July 2013
Fidelity Investments   January 2004 - August 2006
Fidelity Investments   January 2003 - January 2004
Pomeroy  November 1998 - October 2002
Pomeroy  April 1997 - November 1998

Skills
Cloud Computing, Sales Operations, Process Improvement, Solution Selling, Salesforce.com, Vendor Management, Managed Services, Data Center, Purchasing, Account Management, Management, Customer Service, Enterprise Software

Education
Northern Kentucky University

Marc Wambaugh, CFP® Marc Wambaugh, CFP® Cincinnati Area Details
Marc Wambaugh, CFP®'s Fidelity Investments Experience 2004 - 2006
Job Financial Advisor/ CSA Financial Advisors, Ltd.
Industry Investment Management
Experience
CSA Financial Advisors, Ltd.   June 2006 - Present
Fidelity Investments   2004 - 2006
Mass Mutual Financial Group  2002 - 2004
UBS  1999 - 2002
Lifetime Financial Planning   1997 - 1999

Education
Northern Kentucky University   2005 — 2008
MACC, Accounting

The Ohio State University   1991 — 1996
BA, Classics

Kevin Rowland Kevin Rowland Atlanta, Georgia Details
Kevin Rowland's Fidelity Investments Experience July 1990 - August 1994
Job Sr. Lead, North American Enterprise Security Solutions at MasterCard
Industry Financial Services
Experience
MasterCard  October 2014 - Present
MasterCard  September 2011 - September 2014
FNB Bank Scottsboro, Alabama  January 2011 - September 2011
Corserv Solutions, Inc.   September 2009 - January 2011
First National Bank of Omaha  September 1999 - August 2009
Alliance Data  August 1997 - August 1999
Town North Bank  September 1994 - August 1997
Fidelity Investments   July 1990 - August 1994
Northern Kentucky University  1984 - 1988

Skills
Analytics, Banking, Business Analysis, Business Strategy, Call Centers, Contract Negotiation, Consulting, Cards, Credit, Credit Cards, Debit Cards

Education
Northern Kentucky University   1983 — 1988
B.S., International Business

Joseph Schaeper Joseph Schaeper Cincinnati Area Details
Joseph Schaeper's Fidelity Investments Experience September 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   January 2015 - September 2015
Fidelity Investments   May 2012 - January 2015
Delta Air Lines  September 2008 - May 2012
AirServ International  March 2008 - September 2008
Barleycorns  August 2005 - July 2007

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Finance, Teamwork, Economics, Outlook, Time Management, Team Leadership, Windows, English, Portfolio Management, Analysis, Critical Thinking

Education
Northern Kentucky University   2008 — 2011
Bachelor of Science, Finance

Jocelynn Drake Smith Jocelynn Drake Smith Delray Beach, Florida Details
Jocelynn Drake Smith's Fidelity Investments Experience 1999 - 2000
Job Senior Managing Editor at The Sovereign Society
Industry Financial Services
Experience
The Sovereign Society  December 2013 - Present
Self-Employed Author  June 2007 - Present
Epic  September 2012 - December 2013
Schaeffer's Investment Research  December 2000 - March 2011
Fidelity Investments   1999 - 2000

Skills
Writing, Editorial, Blogging, Social Media, Bloomberg, Editing, Storytelling, Creative Writing, Copywriting, Newsletters, Trading, Proofreading, Options, Books, Copy Editing, Marketing, Publishing, Equities, Ebooks

Education
Northern Kentucky University   1996 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General

Jill Shepherd Jill Shepherd Cincinnati Area Details
Jill Shepherd's Fidelity Investments Experience August 2008 - Present
Job Senior Director of Quality at Fidelity Investments
Industry Financial Services
Experience
Zija International  August 2013 - Present
Fidelity Investments   August 2008 - Present
Citi  December 2001 - June 2008
Fidelity Investments   December 1995 - June 2001
CBS Personnel  October 1988 - December 1995

Skills
Management, Financial Services, Business Analysis, Change Management, Program Management, Process Improvement, Mutual Funds, Series 7, Series 63, Training, Leadership Development, Cross Functional..., Project Management, Strategic Planning, Quality Management, Lean Management, Certified DDI..., Achieve Global Certified, Training Management, Training Facilitation, Coaching, Employee Training, Recruiting

Education
Northern Kentucky University

Mark Kolkmeier Mark Kolkmeier Cincinnati Area Details
Mark Kolkmeier's Fidelity Investments Experience August 2015 - Present
Job Director, Product and Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   July 2011 - Present
The Standard  June 2009 - July 2011
Fidelity Investments   July 2008 - June 2009
Fidelity Investments   January 2007 - July 2008
Fidelity Investments   December 2005 - January 2007
Fidelity Investments   July 2002 - December 2005

Skills
Relationship Management, Qualified Retirement..., Retirement Planning, 401k, Operations, Retirement, Mutual Funds, ERISA

Education
Northern Kentucky University   2001 — 2005
Bachelor of Arts, Finance

Joshua Alsip Joshua Alsip Ft Mitchell, Kentucky Details
Joshua Alsip's Fidelity Investments Experience December 2012 - December 2014
Job Peace Officer at Answers in Genesis
Industry Retail
Experience
Answers in Genesis  December 2014 - Present
Fidelity Investments   December 2012 - December 2014
Target  August 2007 - December 2012
Remke Markets  July 2006 - August 2007
Kroger  May 2005 - June 2006

Skills
Legal, Courtroom, Law Enforcement, First Aid, Tactical, Customer Service, Investigation, Accident Investigation, Firearms, Executive Protection, Protection

Education
Northern Kentucky University   2007 — 2013
Bachelor of Arts (B.A.), Criminal Justice

Beechwood High School   1994 — 2007
High School Diploma, General Education

Jennifer Rosenwald Jennifer Rosenwald Cincinnati Area Details
Jennifer Rosenwald's Fidelity Investments Experience November 2006 - December 2010
Job Trading Specialist at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  February 2011 - Present
Fidelity Investments   November 2006 - December 2010
Complete Petmart   February 2000 - November 2006
Planes Moving & Storage   1996 - February 2000

Education
Northern Kentucky University   2004 — 2009
Bachelor of Science, Business Administration

William Henry Harrison High School   1990 — 1993

Ken Cahill Ken Cahill Cincinnati Area Details
Ken Cahill's Fidelity Investments Experience April 2003 - April 2010
Job Reporting Analyst at Kroger
Industry Consumer Services
Experience
Kroger  March 2012 - Present
Kroger  December 2010 - March 2012
Fidelity Investments   April 2003 - April 2010
The Ink Well  August 1987 - August 2003
Food Mart   January 1970 - March 1987
Food Mart   January 1975 - January 1987

Skills
Finance, Payroll, Business Development, Competitive Analysis, Inventory Control, Franchising, Call Center, Process Improvement, Mutual Funds, Customer Satisfaction, Relationship Management, Sales, Management, Analysis, Call Centers, Coaching

Education
Northern Kentucky University   1973 — 1973

Lisa Vanderkleed Lisa Vanderkleed Lafayette, Indiana Area Details
Lisa Vanderkleed's Fidelity Investments Experience 2002 - 2005
Job Legal Secretary at Stuart & Branigin
Industry Executive Office
Experience
Stuart & Branigin   June 2010 - Present
Heyman Talent Agency  May 2009 - April 2014
Mary Kay Cosmetics  2006 - 2013
Lafayette School Corporation/Woodland Elementary   October 2009 - June 2010
Northern Elementary School   2006 - 2009
Saint Mary's School  2005 - 2006
Fidelity Investments   2002 - 2005

Skills
Customer Service, Teaching, Curriculum Design, Public Speaking, Coaching, Social Networking, Fundraising, PowerPoint, Microsoft Word, Editing, Data Entry, Training, Nonprofits, Newsletters

Education
Northern Kentucky University   2000 — 2009
Masters, Education

Jenny Slusher Jenny Slusher Ft Mitchell, Kentucky Details
Jenny Slusher's Fidelity Investments Experience March 1998 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 1998 - Present

Education
Northern Kentucky University   1992 — 1997
Bachelor, Elementary Education

Jennifer Parr Jennifer Parr Cincinnati Area Details
Jennifer Parr's Fidelity Investments Experience July 2014 - Present
Job Communications Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   October 2010 - July 2014
Fidelity Investments   March 2008 - October 2010
Fidelity Investments   March 2005 - March 2008
The HoneyBaked Ham Company of Ohio   June 2000 - March 2005
Convergys  September 1996 - June 2000
Burke, Inc.   May 1995 - September 1996
Burke, Inc.   January 1995 - January 1996

Skills
Internal Communications, Training, Human Resources, Management, Project Management, Employee Training, Coaching, Team Building, Program Management, Corporate Communications, Financial Services, Strategic Communications, Communication Training

Education
Northern Kentucky University—Salmon P. Chase College of Law   2010 — 2014
JD, Law

Xavier University   1998 — 2000
Master of Education, Human Resource Development

Northern Kentucky University   1991 — 1996
Bachelor of Arts, Psychology

Kristopher Kellinghaus, CFA, CFP® Kristopher Kellinghaus, CFA, CFP® Cincinnati Area Details
Kristopher Kellinghaus, CFA, CFP®'s Fidelity Investments Experience 2006 - 2010
Job Senior Investment Manager at MCF Advisors
Industry Investment Management
Experience
MCF Advisors  February 2014 - Present
Opus Capital Management  September 2010 - February 2014
Fidelity Investments   2006 - 2010
Keir Educational Services   2008 - 2009

Education
University of Cincinnati   2013 — 2014
Master's Degree, Applied Economics

Xavier University   2008 — 2010
MBA, Finance

Northern Kentucky University   2005 — 2007
BS, Personal Finance, Corporate Finance, Minor in Business Administration

Kelli Gentrup-Pettit Kelli Gentrup-Pettit Moores Hill, Indiana Details
Kelli Gentrup-Pettit's Fidelity Investments Experience June 1999 - Present
Job Production Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1999 - Present

Skills
Retirement Planning, Mutual Funds, Financial Analysis, Investments, Financial Services

Education
Northern Kentucky University   1997 — 2000
Bachelor of Science (BS), Psychology and Sociology

Julie Jump Julie Jump Alexandria, Kentucky Details
Julie Jump's Fidelity Investments Experience July 2012 - Present
Job Sr. Product and Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   October 2007 - July 2012
Fidelity Investments   December 2005 - October 2007
Fidelity Investments   March 2004 - December 2005

Education
Northern Kentucky University   1994 — 1998
Bachelor of Science (BS), Finance

Julie Laskey, CEP Julie Laskey, CEP Cincinnati Area Details
Julie Laskey, CEP's Fidelity Investments Experience November 2007 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2007 - Present

Skills
Business Analysis, Process Improvement, Financial Services, Program Management, SDLC, Series 7, PMP

Education
Northern Kentucky University   2001 — 2004

Linda Wiese Linda Wiese Cincinnati Area Details
Linda Wiese's Fidelity Investments Experience October 2002 - Present
Job Senior Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2002 - Present
Fidelity Investments   October 2002 - Present
Fidelity Investments   May 2001 - February 2009
Senior Services of Northern KY   2007 - 2009
Billing Concepts  August 1997 - October 1998
USAA Federal Saving Bank   February 1995 - August 1997
Delta Air Lines  1978 - 1994

Skills
Relationship Management, Financial Services, Process Improvement, Employee Benefits, Project Management, Risk Management, Investments, Business Analysis, Strategic Planning

Education
Northern Kentucky University   1971 — 1980
BS Science, Marketing/Aviation

Dixie Heights High School   1968 — 1971
Business

Keenan Kruskamp Keenan Kruskamp Cincinnati Area Details
Keenan Kruskamp's Fidelity Investments Experience 2007 - Present
Job Financial Professional
Industry Financial Services
Experience
Fidelity Investments   2007 - Present
Fidelity Investments   August 2010 - April 2011
Young Life  2005 - 2011
Fidelity Investments   2007 - 2010

Skills
Investments, Series 7, Series 63, Series 66, Mutual Funds, Strategic Financial..., Leadership, Process Improvement, Retirement Planning, Retirement, Options, Financial Analysis, Microsoft Excel, Portfolio Management, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Strategic Planning, Consultative Selling, Brokerage, Trading, Uniform Combined State..., Sales

Education
Xavier University   2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services

Northern Kentucky University   2005 — 2010
Bachelors, Communication and Finance

Lloyd Memorial High School   2001 — 2005

Lori Kunzelman Weber Lori Kunzelman Weber Cincinnati Area Details
Lori Kunzelman Weber's Fidelity Investments Experience January 2012 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2012 - Present
Veritude/Fidelity Investments  September 2010 - January 2012
Fifth Third Bank  July 2009 - September 2010
First Group America  March 2009 - July 2009
Veritude  October 2008 - December 2008
CSC Consulting  June 2008 - September 2008
Fidelity Investments   January 2006 - June 2008
Veritude  May 2003 - January 2006

Skills
Process Improvement, SDLC, Requirements Analysis, Business Process..., Program Management, Integration, Business Intelligence, Project Management, Software Documentation, Quality Assurance, Analysis, Management, Leadership, Testing, Business Analysis, Vendor Management

Education
Northern Kentucky University   1989 — 1994
Bachelors, Marketing

Mandy Mizer Mandy Mizer Cincinnati Area Details
Mandy Mizer's Fidelity Investments Experience January 2007 - February 2009
Job Business Manager, Division of Rheumatology
Industry Hospital & Health Care
Experience
Cincinnati Children's Hospital Medical Center  May 2009 - Present
Fidelity Investments   January 2007 - February 2009
Fidelity Investments   October 2003 - February 2007

Skills
Leadership, Process Improvement, Project Management, Management, Program Management, Strategic Planning, Sales, Vendor Management, Business Analysis, Marketing

Education
Northern Kentucky University   1998 — 2003
BS, Psychology & Organizational Studies

Kim Wilkins Wasson Kim Wilkins Wasson Cincinnati Area Details
Kim Wilkins Wasson's Fidelity Investments Experience June 2008 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   June 2008 - Present

Education
Northern Kentucky University   2003 — 2006
Bachelor of Arts (B.A.), Psychology

University of Cincinnati   2001 — 2003
Associate's degree, Social Work

John Grause John Grause Cincinnati Area Details
John Grause's Fidelity Investments Experience January 1993 - October 2002
Job Investment Executive at Fifth Third Securities C.F.P.
Industry Investment Management
Experience
Fifth Third Securities  August 2014 - Present
WesBanco  January 2006 - July 2014
Northern Kentucky University  January 1998 - September 2009
JP Morgan Chase  January 2003 - January 2006
Fidelity Investments   January 1993 - October 2002

Education
Xavier University   1993 — 1996
MBA, International Business

Northern Kentucky University   1990 — 1993
Finance, Finance

Jonathan Alicea Jonathan Alicea Washington D.C. Metro Area Details
Jonathan Alicea's Fidelity Investments Experience November 2011 - April 2013
Job Client Service Professional
Industry Financial Services
Experience
Bethesda Contracting   August 2015 - Present
Pension Corporation of America  June 2014 - August 2015
US Navy  May 2013 - January 2014
Fidelity Investments   November 2011 - April 2013
Fidelity Investments   September 2010 - November 2011
Fidelity Investments   April 2008 - September 2010
Kroger  March 2004 - March 2008

Skills
Client Administration, Microsoft Office, Customer Satisfaction, Customer Service, Conflict Resolution, Stress Management, Problem Solving, Outstanding time..., Close Attention to..., Transaction Processing, Data Analysis, Priority Management, Accurate Data Entry, Dependable Team Player, Call Centers, Onboarding, Telephone Skills, Process Improvement, Leadership, Financial Services, Team Building, Relationship Management, 401k, Microsoft Excel, Microsoft Word, Employee Benefits, Business Process..., Team Leadership, Outlook

Education
Northern Kentucky University
Organizational Leadership

Mark Hamelin Mark Hamelin Walton, Kentucky Details
Mark Hamelin's Fidelity Investments Experience Operations ManagerNorthern KY Mortuary ServiceJuly 2006 - July 2008
Job Security Representative/Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Operations ManagerNorthern KY Mortuary ServiceJuly 2006 - July 2008

Skills
Customer Service, Military, Risk Assessment, Physical Security

Education
Northern Kentucky University   2014 — 2016
Business Administration and Management, General

Joe Compton Joe Compton Independence, Kentucky Details
Joe Compton's Fidelity Investments Experience November 2005 - Present
Job Print Associate (Operator III) at Fidelity Investments
Industry Printing
Experience
Fidelity Investments   November 2005 - Present
FSI Products   September 1999 - April 2004
DHL  1987 - 1999

Skills
Color Printing, Press Checks, Print Management, Print Production, Printers, Digital Printing, Troubleshooting, troubleshooting printers, Team Management, Leadership, Pre-press, Process Improvement

Education
Northern Campbell Vocational Technical School   1985 — 1987
graphics arts certificate, Graphic and Printing Equipment Operator, General Production

Northern Kentucky University
graphic arts

Justina (Jessie) Harmon Justina (Jessie) Harmon Cincinnati Area Details
Justina (Jessie) Harmon's Fidelity Investments Experience September 2010 - June 2013
Job Compensation Analyst at Macy's
Industry Human Resources
Experience
Macy's  November 2013 - Present
Hillshire Brands  May 2013 - October 2013
Fidelity Investments   September 2010 - June 2013
State Farm Insurance  July 2007 - September 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Research, Employee Relations, Human Resources, Recruiting, Teaching, Accounting, Deferred Compensation, Organizational..., Training

Education
Northern Kentucky University   2008 — 2013
Bachelor of Science (BS), Human Resources Management

Jordan Welsh Jordan Welsh Florence, Kentucky Details
Jordan Welsh's Fidelity Investments Experience June 2013 - July 2014
Job at
Industry Telecommunications
Experience
Affordable Asset Management   July 2014 - December 2014
Fidelity Investments   June 2013 - July 2014
Sprint  June 2012 - June 2013
Sprint by The Wireless Store   October 2011 - June 2012

Skills
Customer Service, Organization, Computers, Customer Experience, Customer Satisfaction, Direct Sales, Management, Public Speaking, Sales Operations, Sales Process, Solution Selling, Vendor Management, Telecommunications, Customer Retention

Education
Northern Kentucky University   2010 — 2016
Computer Information Technology, Informatics

Boone County High School   2006 — 2010
Diploma, General Studies

Lesley Noe Lesley Noe Cincinnati Area Details
Lesley Noe's Fidelity Investments Experience October 2007 - July 2008
Job Financial Specialist at PNC Investments
Industry Financial Services
Experience
PNC  June 2014 - Present
The Standard  March 2010 - May 2014
Great American  July 2008 - March 2010
Fidelity Investments   October 2007 - July 2008
Western & Southern Financial Group  1999 - 2007

Education
Northern Kentucky University   1990 — 1996
Bachelor's degree, Psychology

Joel Jones Joel Jones Cincinnati Area Details
Joel Jones's Fidelity Investments Experience August 2006 - September 2011
Job Lead Network Analyst at TriHealth
Industry Hospital & Health Care
Experience
TriHealth  October 2014 - Present
TriHealth  November 2013 - October 2014
TriHealth  October 2011 - November 2013
Fidelity Investments   August 2006 - September 2011
Veritude  May 2006 - August 2006

Skills
Cisco Routing, Cisco Switching, Cisco Wireless, Cisco Unified..., Cisco Unified Contact..., Cisco Unity Connection, Enterprise Network..., Process Efficiency, VMware ESX

Education
Northern Kentucky University   2003 — 2009
Bachelor of Science (B.S.), Computer Information Technology

Saint Henry District High School   1999 — 2003
High School Diploma, High School

Lisa Desmarais Lisa Desmarais Covington, Kentucky Details
Lisa Desmarais's Fidelity Investments Experience 1990 - 1999
Job City Operations Director/ Interim Finance Director
Industry Government Administration
Experience
City of Covington, Kentucky  March 2014 - Present
Northern Kentucky University  May 2014 - August 2015
Family Promise of Northern Kentucky   January 2012 - December 2013
Diocese of Covington @ Villa Madonna Academy   August 2001 - January 2012
Cap Gemini Ernst & Young  March 1999 - August 2001
Fidelity Investments   1990 - 1999
American Express  1989 - 1990
Wang Laboratories  1986 - 1989
NYNEX Service Company (Formally New England Telephone Company)   1984 - 1986

Skills
Non-profits, Volunteer Management, Fundraising, Strategic Planning, Budgets, Public Relations, Board Development, Leadership, Government, Project Planning, Management, Customer Service, Vendor Management, Community Outreach, Contract Negotiation, Program Development, Nonprofits, Product Management, Organizational..., Team Building, Grants, Program Management, Grant Writing, Process Improvement, Philanthropy, Leadership Development, Event Management, Public Speaking, Operations Management, Training, Event Planning, Policy, Risk Management, Community Development, Proposal Writing, Non-profit..., Governance, Consulting, Stewardship, Staff Development, Workshop Facilitation, Social Services, Coaching, Analysis, Teaching, ERP, Business Process...

Education
Northern Kentucky University   2009 — 2012
MPA, Master of Public Administration - Non Profit Management, GPA: 3.945

Rhode Island College   1981 — 1984
BS, Business Management/ Computer Science, GPA: 3.41

Kyle Kramer Kyle Kramer Cincinnati Area Details
Kyle Kramer's Fidelity Investments Experience June 2012 - January 2014
Job Account Manager
Industry Transportation/Trucking/Railroad
Experience
Ferguson Enterprises  April 2015 - Present
Transportation Management Solutions   January 2014 - Present
Fidelity Investments   June 2012 - January 2014
The Bank of Kentucky  June 2011 - May 2012
The Bank of Kentucky  August 2008 - June 2011

Skills
Finance, Customer Service, Microsoft Office, Banking, Microsoft Word, Management, PowerPoint, Outlook, Transportation, Stock Trading, Negotiation

Education
Northern Kentucky University   2008 — 2011
BS, Finance, General

Thomas More College   2007 — 2008
BS, Finance, General

Jennifer Crail Fessler Jennifer Crail Fessler Cincinnati Area Details
Jennifer Crail Fessler's Fidelity Investments Experience May 2006 - Present
Job Accounting Operations Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2006 - Present

Education
Northern Kentucky University   2001 — 2015

Kevin Hollon Kevin Hollon Latonia, Kentucky Details
Kevin Hollon's Fidelity Investments Experience
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Microsoft Excel, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Microsoft Word, Public Relations, Team Building, Leadership, Event Planning, Public Speaking, Coaching, Social Media, Leadership Development, Nonprofits

Education
Northern Kentucky University   1982 — 1986
B.A. History, History

Kirk Henthorn Kirk Henthorn Cincinnati Area Details
Kirk Henthorn's Fidelity Investments Experience 1992 - October 2002
Job Dell Account Executive
Industry Computer Software
Experience
Dell  July 2015 - Present
IBM  March 2014 - November 2014
Dell SonicWALL  May 2013 - February 2014
Dell  2010 - May 2013
Landesk  September 2006 - August 2010
Heritage Propane  April 2006 - December 2006
Siemens Business Services  April 2004 - April 2006
ACS Healthcare Provider Solutions  April 2003 - September 2003
Fidelity Investments   1992 - October 2002

Skills
TCP/IP, VMware, Routers, Switches, WAN, OSPF, BGP, Microsoft Certified..., EIGRP, Cisco Routers, VLAN, MPLS, Enterprise Software, RIP, Routing Protocols, CompTIA, SDLC, Dell PowerEdge Servers, Disaster Recovery, Solution Selling, Active Directory, Security, SaaS, Professional Services, Managed Services, Network Security, Cloud Computing, Virtualization, Storage, Data Center, Computer Security, Networking, IPS, Firewalls, Cisco Technologies, Channel Partners, Storage Area Networks, Servers, Storage Solutions, Unified Communications, HP, Network Architecture, Storage Virtualization, Microsoft Technologies, Hardware, SAN, Sonicwall, VPN, Wireless Networking, IT Service Management

Education
Thomas More College   1996 — 2006
BA

Northern Kentucky University   1987 — 1995

Simon Kenton   1980 — 1987
Diploma

New Hire Training at Dell

Marc Litzler Marc Litzler Cincinnati Area Details
Marc Litzler's Fidelity Investments Experience October 2011 - Present
Job Licensed Personal Banker at Fifth Third Bank
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Fifth Third Processing Solutions, LLC  April 2009 - July 2010
Fifth Third Processing Solutions LLC  2009 - July 2010
Fidelity Investments   September 2007 - February 2009
Fidelity Investments   2007 - 2009
Fidelity Investments   2000 - 2007

Education
Northern Kentucky University   1986 — 1990
Bachelor, Political Science

Kurt Deacon Kurt Deacon Orlando, Florida Area Details
Kurt Deacon's Fidelity Investments Experience November 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
Fidelity Investments   April 2012 - November 2014
Fidelity Investments   2006 - April 2012
Fidelity Investments   September 2004 - August 2006
Fidelity Investments   September 2002 - September 2004
Raymond James Financial  October 1998 - September 2002

Skills
Leadership, Process Improvement, Customer Service, CRM, Financial Services, Business Analysis, Vendor Management, Risk Management, Banking, Relationship Management

Education
Xavier University - School of Business Administration   2008 — 2012
MBA, Business Management

Northern Kentucky University   2001 — 2007
Bachelor, Business Management

Julie Stratton Julie Stratton Cincinnati Area Details
Julie Stratton's Fidelity Investments Experience November 2001 - June 2002
Job Front Office Coordinator at ProScan Imaging
Industry Airlines/Aviation
Experience
ProScan Imaging  December 2013 - Present
Comair Airlines  March 2003 - September 2012
Fidelity Investments   November 2001 - June 2002
CityBeat Newspaper  January 2002 - May 2002
Delta Airlines  January 1998 - October 2001

Skills
Customer Service, Aviation, Commercial Aviation, Flight Safety, Airlines, Flights

Education
Northern Kentucky University   1997 — 2002
Bachelor's, Journalism and Theatre

Linda Nourse Linda Nourse Cincinnati Area Details
Linda Nourse's Fidelity Investments Experience April 1995 - December 2013
Job Quality Consultant at Cincinnati Children's Hospital Medical Center
Industry Financial Services
Experience
Cincinnati Children's Hospital Medical Center  2014 - Present
Fidelity Investments   April 1995 - December 2013

Skills
Business Process..., Root Cause Analysis, SPC, ISO, Process Improvement, Engineering, Six Sigma, Vendor Management, Program Management, Cross-functional Team..., SDLC, Quality Assurance, Business Analysis, Project Management, PMP

Education
Northern Kentucky University
Bachelor of Science (BS), Organizational Leadership

Jennifer Bechtol Jennifer Bechtol Cincinnati Area Details
Jennifer Bechtol's Fidelity Investments Experience April 2004 - August 2013
Job Implementation Team Lead at ADP
Industry Financial Services
Experience
ADP  November 2013 - Present
Fidelity Investments   April 2004 - August 2013
Fidelity Investments   July 2000 - April 2004
Fidelity Investments   January 1997 - July 2000
Fidelity Investments   January 1995 - January 1997
Fidelity Investments   January 1995 - January 1997
Fidelity Investments   December 1993 - January 1995
Fidelity Investments   January 1993 - December 1993
Fidelity Investments   March 1992 - December 1993
Fidelity Investments   January 1992 - March 1992

Skills
Investments, 401k, Financial Services, Process Improvement, Relationship Management, Retirement Planning, Requirements Analysis, Retirement, Vendor Management, Mutual Funds, Change Management, Business Analysis, Leadership, Motivation, Project Management, Account Management, Team Management, Web Content, Document Management, Employee Training, Training Programme..., Hiring Personnel, Payroll Conversions, Payroll Services, Management, Requirements Gathering, Training, Finance, Business Planning, Project Planning, Team Leadership, Management Consulting, Risk Management, Series 63, Business Process..., Testing

Education
Northern Kentucky University   1983 — 1986
Bachelor of Science (BS), Marketing

Breakthrough Education Group   2013 — 2013
White Belt Certification, Lean Six Sigma

Northern Kentucky University   1983 — 1985
Associates of Business Administration, Business/Office Automation/Technology/Data Entry

Kevin Theissen Kevin Theissen Cincinnati Area Details
Kevin Theissen's Fidelity Investments Experience August 2008 - March 2014
Job Director, Retirement Plans at Macy's
Industry Financial Services
Experience
Macy's  April 2014 - Present
Fidelity Investments   August 2008 - March 2014
Fidelity Investments   March 2007 - August 2008
Fidelity Investments   July 2004 - February 2007
Fidelity Investments   February 2000 - July 2004
Fidelity Investments   October 1998 - February 2000
Citi  February 1996 - October 1998

Skills
Customer Service, Management, Process Improvement, Leadership, Start-ups, Vendor Management, Risk Management, Business Analysis, People Management, Call Centers, Change Management, Qualified Retirement..., Retirement Benefits, Leadership Development, 401k, Pensions, Case Managment, Staffing Plans, Operations Management, Sales Presentation..., Strategy, Future Leaders, Focused Execution, Business Process...

Education
Northern Kentucky University
Bachelor of Science, Anthropology and Archaeology

Lee Whitley Lee Whitley Cincinnati Area Details
Lee Whitley's Fidelity Investments Experience 1999 - 2000
Job HR Manager at Amazon
Industry Human Resources
Experience
Amazon  July 2014 - Present
Amazon  May 2013 - July 2014
Target  August 2009 - May 2013
Target  March 2007 - August 2009
Target  February 2005 - February 2007
Target  June 2002 - January 2005
Northern Kentucky University  June 2001 - June 2002
SportsPrint Promotions, Inc.   March 2000 - June 2001
Fidelity Investments   1999 - 2000

Skills
Employee Relations, Retail, Leadership Development, Talent Management, Talent Acquisition, Interviewing, Mentoring, Performance Management, Coaching, Succession Planning, Talent Development, Team Building, Public Speaking, Conflict Resolution, College Recruiting, Employee Engagement, Team Leadership, Store Management, Interviews, Profit, Hiring, Payroll, Time Management, HR Policies, Human Resources, Leadership, FMLA, New Hire Orientations, Strategic Planning, Training, Strategy, Career Development, Program Management, Management, Sourcing, Sales, Employee Benefits, Temporary Placement, Process Improvement, Onboarding, Recruiting, Workforce Planning, Organizational..., CRM, Personnel Management, HRIS, Labor Relations, Benefits Administration, Organizational..., Employee Training

Education
Northern Kentucky University   2001 — 2004
MBA, Entrepreneurship

Northern Kentucky University   1999 — 2001
BS, Marketing

University of Cincinnati   1996 — 1999
Psychology

Tau Kappa Epsilon

Kevin Bonapfel Kevin Bonapfel Cincinnati Area Details
Kevin Bonapfel's Fidelity Investments Experience January 2006 - January 2008
Job Retail marketer who can get your product noticed and sold. Represents top brands.
Industry Marketing and Advertising
Experience
Acosta Sales & Marketing  June 2015 - Present
Collabera  October 2013 - December 2014
Humana  November 2011 - October 2013
CNMI Public School System  September 2010 - September 2011
Eucon International School   July 2009 - April 2010
Paycor  September 2008 - January 2009
Down Syndrome Association of Greater Cincinnati  January 2008 - May 2008
Fidelity Investments   January 2006 - January 2008

Skills
Social Media, Press Releases, Conflict Resolution, Employee Training, Public Relations, Event Planning, Facebook, Public Speaking, Event Management, Microsoft Office, Social Media Marketing, Editing, Fundraising, Internal Communications, Community Outreach, Nonprofits, Volunteer Management, Marketing, Strategic Planning, Program Development, Training, Microsoft Excel, Microsoft Word, Outlook, IT Project & Program..., 401k, Payroll, Prior Authorization, English Teaching, Intuitiveness, Analysis

Education
Northern Kentucky University   2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Northern Kentucky University   2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication

Laile, Chris Laile, Chris Cincinnati Area Details
Laile, Chris's Fidelity Investments Experience 2009 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2009 - Present
Fidelity Investments   2008 - 2009
Fidelity Investments   2007 - 2008
Fidelity Investments   2002 - 2007
Fidelity Investments   1995 - 2002

Skills
Process Improvement, Business Analysis, Project Management, Business Process...

Education
Northern Kentucky University   1989 — 1993

Jessica Faust Jessica Faust Cincinnati Area Details
Jessica Faust's Fidelity Investments Experience August 2012 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present
Fidelity Investments   November 2007 - August 2012
Fidelity Investments   August 2006 - November 2007

Skills
Mutual Funds, Financial Services, 401k, Retirement, Retirement Planning, Investments, Process Improvement, Customer Service, Client Services, Series 63, Employee Benefits, Business Analysis

Education
Northern Kentucky University   2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General

High school

High school

Leslie Burdette Leslie Burdette Cincinnati Area Details
Leslie Burdette's Fidelity Investments Experience October 2007 - February 2009
Job Worldwide Total Customer Experience Program Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard  October 2014 - Present
Hewlett-Packard  November 2012 - Present
Hewlett-Packard  November 2011 - November 2012
Fifth Third Bank  March 2009 - November 2011
Fidelity Investments   October 2007 - February 2009
Fidelity Investments   October 2001 - December 2007

Skills
Financial Services, Business Analysis, Process Improvement, Risk Management, Business Process..., Project Management, Business Process, Leadership, Six Sigma, Program Management, Strategy, Management, Cross-functional Team..., Relationship Management, Vendor Management, Product Management, Strategic Planning, Service Delivery, Training

Education
Northern Kentucky University   1989 — 1993

Leo Franzen Leo Franzen Cincinnati Area Details
Leo Franzen's Fidelity Investments Experience April 2011 - Present
Job Client Data Management Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2011 - Present
Fidelity Investments   December 2007 - April 2011
Fidelity Investments   May 2005 - November 2007
Fidelity Investments   October 2002 - April 2005
Fidelity Investments   October 2000 - September 2002
Harper Oil Products   December 1995 - October 2000

Skills
Process Improvement, 401k, Leadership

Education
Northern Kentucky University   1990 — 1995
Bachelor of Science, Accounting

Krista Brandner Krista Brandner Dallas/Fort Worth Area Details
Krista Brandner's Fidelity Investments Experience October 1999 - May 2002
Job Analyst at Burke Inc.
Industry Market Research
Experience
Burke Inc.  June 2002 - Present
Fidelity Investments   October 1999 - May 2002

Skills
Customer Insight, Segmentation, Consumer Behaviour, Quantitative Research, Marketing Research

Education
Northern Kentucky University
Bachelor of Arts, Marketing

Ken Rowland Ken Rowland Cincinnati Area Details
Ken Rowland's Fidelity Investments Experience March 2012 - Present
Job Director of Vendor Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
Fidelity  2007 - March 2012
Fidelity Investments   2009 - 2011

Skills
Vendor Management, Outsourcing, Relationship Management, Business Analysis, Risk Management, Cross-functional Team..., Business Process..., Financial Services, Process Improvement, Mutual Funds, Portfolio Management, Financial Analysis, Visio, Leadership, Change Management, Strategic Planning, Analysis, Strategy, IT Strategy, Team Building, Customer Service, Disaster Recovery, Team Leadership, Budgets, CRM, Contract Negotiation, Operational Risk..., Operations Management, Management, Project Portfolio..., Requirements Analysis, SDLC, Project Management, PMO, Program Management

Education
Thomas More College   1999 — 2001
Under, Business Admin

Northern Kentucky University   1985 — 1990
BA, Accounting

Lois Barnett Lois Barnett Cincinnati Area Details
Lois Barnett's Fidelity Investments Experience September 2007 - Present
Job HR Operations Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   September 2007 - Present
Fidelity Investments   May 2000 - September 2007

Education
Northern Kentucky University   1981 — 1983
Business

Justin Nieporte Justin Nieporte Cincinnati Area Details
Justin Nieporte's Fidelity Investments Experience April 2005 - Present
Job Logistics Officer at United States Army Reserve
Industry Military
Experience
US ARMY  April 2012 - Present
Fidelity Investments   April 2005 - Present

Skills
Military, Army, Leadership, Microsoft Office, Microsoft Excel, Management, Strategic Planning, Team Building, Training, Military Operations, Military Experience

Education
Northern Kentucky University   2002 — 2007
Bachelor of Arts (B.A.), Political Science and International Studies

Keith Howorka Keith Howorka Cincinnati Area Details
Keith Howorka's Fidelity Investments Experience 1993 - 2001
Job Customer Experience Leader; Call Center Operations
Industry Insurance
Experience
Confidential  2009 - Present
AGI Management   July 2008 - July 2009
Infinity Hospitality Resources   February 2007 - July 2008
Fidelity Investments   1993 - 2001

Skills
Recruiting, Hiring

Education
Northern Kentucky University   1989 — 2002
BA, Communication

Justin Egan Justin Egan Cincinnati Area Details
Justin Egan's Fidelity Investments Experience December 2007 - July 2008
Job Software Engineer at GE
Industry Information Technology and Services
Experience
General Electric (GE)   October 2014 - Present
Thomas More College  January 2010 - Present
Online Rewards  June 2009 - September 2014
NetScience Group, LLC   August 2008 - June 2009
Fidelity Investments   December 2007 - July 2008
Kroger  June 2007 - December 2007

Skills
SQL, Web Applications, CSS, CMS, Web Design, HTML, JavaScript, Web Development, Software Development, XSLT, jQuery

Education
Northern Kentucky University   2007 — 2009
Master's, Business Informatics

Thomas More College   2003 — 2007
Bachelor, Computer Information Systems

Mark Franzen Mark Franzen Cincinnati, Ohio Details
Mark Franzen's Fidelity Investments Experience January 2007 - February 2009
Job Manager, Plan Services at The Standard
Industry Financial Services
Experience
The Standard  February 2015 - Present
Fifth Third Bank  September 2011 - Present
JPMorgan Chase  April 2010 - September 2011
Transamerica Retirement Services  April 2009 - 2010
Transamerica Retirement Services  February 2009 - 2010
Fidelity Investments   January 2007 - February 2009
Fidelity Investments   January 1993 - January 2009
Fidelity  2007 - 2009
Fidelity Investments   1997 - February 2007
Fidelity  January 1999 - January 2002

Skills
CRM, Management, Process Improvement, Leadership, Change Management, Training, Operations Management, Mutual Funds, Risk Management, Project Management, Employee Benefits, Analysis, Strategy, Performance Management, 401k, Coaching, Call Centers, Relationship Management, Financial Services, Customer Service

Education
Northern Kentucky University   1987 — 1992
BS, Marketing

Northern Kentucky University   1987 — 1992
Bachelors, Science Marketing; an Area of; Psychology

Karen Ruf, CRCR Karen Ruf, CRCR Cincinnati Area Details
Karen Ruf, CRCR's Fidelity Investments Experience October 2006 - February 2009
Job Utilization Review Supervisor
Industry Hospital & Health Care
Experience
Bottom Line Systems, Inc.   June 2015 - Present
Bottom Line Systems  March 2012 - Present
Bottom Line Systems  March 2009 - May 2012
Fidelity Investments   October 2006 - February 2009
Comair  August 2005 - October 2006
ASTAR Air Cargo/DHL Airways   February 2001 - August 2005
Auto Vehicle Parts Company   June 1988 - February 2001

Skills
Managed Care, Team Building, Medicare, Revenue Cycle, Employee Training, Contract Compliance, Health Insurance, Microsoft Office, Microsoft Excel, Adobe Acrobat, PowerPoint, Photoshop, Quality Assurance, Process Improvement, Software Documentation

Education
Sue Bennett College
Associate Degree, Accounting

Maysville Community College

Northern Kentucky University
Marketing and Management

Bracken County High School

Lisa Grubbs Lisa Grubbs Cincinnati Area Details
Lisa Grubbs's Fidelity Investments Experience July 2001 - July 2004
Job Client Program Coordinator at Valassis
Industry Marketing and Advertising
Experience
Valassis  May 2006 - September 2013
RR Donnelley  August 2004 - May 2006
Fidelity Investments   July 2001 - July 2004

Skills
Integrated Marketing, Digital Marketing, Direct Marketing, Marketing Communications, Advertising, Email Marketing, Social Media Marketing, Online Advertising, Direct Mail, Media Planning, Marketing, Marketing Strategy

Education
Northern Kentucky University   1999 — 2004
Speech Communications, Public Relations

Julie Horton Dattilo Julie Horton Dattilo Cincinnati Area Details
Julie Horton Dattilo's Fidelity Investments Experience May 2012 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2012 - Present
MAG  November 2009 - May 2012
MAG-IAS  2009 - May 2012
Standard Textile  July 2007 - April 2009
Ford Motor Company  2001 - 2007

Skills
Forecasting, JD Edwards, Financial Analysis, Pricing, Budgets, Accounting, Process Improvement, Variance Analysis, Six Sigma, Auditing, Business Planning, Analysis

Education
Northern Kentucky University
Master of Business Administration (MBA)

Joe Quigley Joe Quigley Cincinnati Area Details
Joe Quigley's Fidelity Investments Experience August 2008 - Present
Job Sr. Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2008 - Present
Fidelity Investments   October 2004 - July 2008

Skills
Retirement Planning, Series 7

Education
Northern Kentucky University
B.A. International Studies

Mario Mazzaro Mario Mazzaro Cincinnati Area Details
Mario Mazzaro's Fidelity Investments Experience January 2011 - Present
Job Equity Compensation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2011 - Present
Fidelity Investments   January 2008 - January 2011

Skills
Series 7, Process Improvement, Series 24, CEP level 3, Risk Management, Investments, Customer Service, Microsoft Office, Microsoft Excel, Management, Team Building, Budgets, Auditing, Strategic Planning, Accounting, Coaching, PowerPoint, Microsoft Word, Uniform Combined State...

Education
Northern Kentucky University   2001 — 2006
Bachelor of Arts (B.A.), RTV/Communication

Kelly Garvey Kelly Garvey Cincinnati Area Details
Kelly Garvey's Fidelity Investments Experience May 2007 - Present
Job Sr. Conversion Analyst
Industry Financial Services
Experience
Fidelity Investments   May 2007 - Present

Education
Northern Kentucky University   2007 — 2010
MSIO, Industrial-Organizational Psychology

Laura Applegate Laura Applegate Cincinnati Area Details
Laura Applegate's Fidelity Investments Experience December 2010 - Present
Job Brokerage Operations
Industry Financial Services
Experience
Fidelity Investments   December 2010 - Present
Verizon Wireless  October 2009 - October 2010

Skills
Customer Service, Event Planning, Leadership, Microsoft Office, Public Speaking

Education
Transylvania University   2004 — 2008

Northern Kentucky University

John Payton John Payton Cincinnati Area Details
John Payton's Fidelity Investments Experience October 2008 - Present
Job Vice President Advisor Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2008 - Present
Fifth Third Securities  February 2007 - October 2008
Fifth Third Bank  July 2002 - February 2007
Fifth Third Bank  June 2001 - July 2002

Skills
Public Speaking, Series 7, Mutual Funds, Investments, Series 65

Education
Northern Kentucky University   1998 — 2002
Master of Business Administration (MBA), Finance, 3.54

University of Cincinnati College of Business   1987 — 1993
Bachelor of Science (BS), Marketing

Katrina Bierman Katrina Bierman Dayton, Ohio Area Details
Katrina Bierman's Fidelity Investments Experience January 2000 - March 2004
Job Customer Service Specialist at WorkflowOne: A Standard Register Company
Industry Consumer Services
Experience
Standard Register (Formerly WorkflowOne)   March 2012 - Present
Glove Specialties, Inc.   March 2011 - March 2012
Fidelity Investments   January 2000 - March 2004
TGI Fridays  January 1996 - January 2000

Skills
Customer Service, Excel, Microsoft Office, Word, Coaching, Microsoft Word, Customer Satisfaction, Training, Sales, Leadership, Marketing, Sales Management, Process Improvement, Lead Generation, Management, CRM, Call Centers, Microsoft Excel, Negotiation, Inventory Management, Account Management, Cold Calling, Team Building, Outlook, B2B, Customer Retention, Direct Sales, Sales Process, Selling, Team Leadership

Education
Northern Kentucky University   1995 — 1999
Bachelor of Science, Psychology

Western Kentucky University   1994 — 1995

Jonah McDermott Jonah McDermott Cincinnati Area Details
Jonah McDermott's Fidelity Investments Experience July 2013 - Present
Job Business Analyst at Fidelity Investments
Industry Printing
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   June 2011 - July 2013
Toyota Boshoku America  November 2009 - June 2011
Fidelity Investments   July 2007 - February 2009
Sara Lee - Hillshire Brands   May 2002 - July 2007
Discovery Channel  May 1999 - January 2002
Meritor WABCO  January 1998 - May 1999
Rockwell International  September 1994 - June 1998

Skills
Continuous Improvement, Program Management, Analysis, Leadership, Lean Manufacturing, Management, Manufacturing, Process Improvement, Quality Assurance, Testing, Business Analysis

Education
Northern Kentucky University   1992 — 1997
Bachelor of Science, Industrial and Labor Relations

Kevin Crowell Kevin Crowell Covington, Kentucky Details
Kevin Crowell's Fidelity Investments Experience August 2011 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   August 2011 - Present
LaRosa's  July 2004 - August 2011

Skills
PowerPoint, Customer Satisfaction, Microsoft Excel, Outlook, Hospitality, Critical Thinking, Teamwork, Sales, Team Building, Call Center, Employee Training, Customer Retention, Microsoft Office, Customer Service

Education
Northern Kentucky University   2008 — 2011
Bachelor of Science, Business Administration

Laura Brownfield Laura Brownfield Corinth, Kentucky Details
Laura Brownfield's Fidelity Investments Experience July 2012 - Present
Job WPS Executive Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   October 2010 - June 2012
Fidelity Investments   April 2009 - October 2010

Skills
Retirement Planning, Retirement Savings, 401k, 401k Rollovers, Health Insurance, Customer Service, Customer Satisfaction, Customer Oriented, Verbal De-escalation, Networking, Fundraising, Community Outreach, Investments, Defined Benefit, Financial Services, Insurance

Education
Northern Kentucky University   2014 — 2021
Bachelor's Degree, Marketing

Jim Sylvester Jim Sylvester West Chester, Ohio Details
Jim Sylvester's Fidelity Investments Experience 2000 - 2001
Job Organizational Operations Manager
Industry Consumer Services
Experience
Hartz Mountain Corporation  October 2012 - Present
Quality Associates  2002 - 2012
Quality Associates  2005 - 2010
Quality Associates  2002 - 2005
Fidelity Investments   2000 - 2001
Taco Bell  1986 - 1999

Skills
Leadership, Team Leadership, Management, Team Building, Inventory Management, Manufacturing, Customer Service, Human Resources, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, Social Media

Education
Northern Kentucky University
Bachelor of Organizational Studies

Northern Kentucky University
Associates Business Administration

Kacie L. Kacie L. Newport, Kentucky Details
Kacie L.'s Fidelity Investments Experience October 2012 - Present
Job Defined Contributions Associate at Fidelity Investments.
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Northern Kentucky University Steely Library   October 2009 - December 2011
Freestore Foodbank  2011 - 2011

Education
Northern Kentucky University   2001 — 2011
Bachelor of Science, Human Resource Management

Jennifer Wahoff Jennifer Wahoff Cincinnati Area Details
Jennifer Wahoff's Fidelity Investments Experience June 2007 - October 2008
Job Higher Education Professional
Industry Higher Education
Experience
Union Institute & University  2011 - 2012
JPMorgan Worldwide Security Services   October 2008 - April 2010
Fidelity Investments   June 2007 - October 2008

Skills
Public Speaking, Grant Writing, Community Outreach

Education
Northern Kentucky University   1998 — 2003
Bachelor of Science (B.S.), Environmental Science, 3.0

Jennifer Uhles Jennifer Uhles Florence, Kentucky Details
Jennifer Uhles's Fidelity Investments Experience October 2012 - Present
Job Workplace Investments at Fidelity Investments
Industry Airlines/Aviation
Experience
Fidelity Investments   October 2012 - Present
Comair  April 2003 - February 2013
The Wireless Store  January 1999 - May 2008
Keating Muething & Klekamp  March 1995 - January 1999

Education
Northern Kentucky University   1995 — 1996

Holmes High School   1985 — 1989

Katie Pittman Katie Pittman Cincinnati, Ohio Details
Katie Pittman's Fidelity Investments Experience October 2013 - Present
Job Defined Contributions Representative III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   June 2007 - October 2013

Education
Northern Kentucky University   2005 — 2007
Bachelor of Science (B.S.), Business Management

Sinclair Community College   1999 — 2001
Associate of Science (A.S.), Business Information Systems

Joshua Dobbins Joshua Dobbins Cincinnati Area Details
Joshua Dobbins's Fidelity Investments Experience September 2004 - January 2006
Job Project Specialist at Citi
Industry Financial Services
Experience
Citi  January 2014 - Present
Citi  January 2006 - July 2014
Fidelity Investments   September 2004 - January 2006

Skills
Business Analysis, Customer Service, Microsoft Office, Analysis, Management, Microsoft Excel, Data Analysis, Training, Project Management, Microsoft Word, PowerPoint, Strategic Planning, Change Management, Team Leadership, Team Building, System Administration, Coaching, Outlook, Strategy, Operations Management, Time Management, Public Speaking, Retail, Research, Market Research

Education
Northern Kentucky University   2012 — 2014
Business Informatics

Joe Spare Joe Spare Florence, Kentucky Details
Joe Spare's Fidelity Investments Experience April 2008 - Present
Job Stock Plan Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2008 - Present
First Security Trust Bank   June 2004 - April 2008

Skills
Series 7, Series 63, Customer Service, Sales, Stock Trading, Retirement Planning

Education
Northern Kentucky University   2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General

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