Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments March 1998 - Present
Education
Northern Kentucky University 1992 — 1997
Bachelor, Elementary Education
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
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
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
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
Fidelity Investments November 2007 - Present
Skills
Business Analysis, Process Improvement, Financial Services, Program Management, SDLC, Series 7, PMP
Education
Northern Kentucky University 2001 — 2004
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments May 2006 - Present
Education
Northern Kentucky University 2001 — 2015
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments September 2007 - Present
Fidelity Investments May 2000 - September 2007
Education
Northern Kentucky University 1981 — 1983
Business
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
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
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
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
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
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
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)
Fidelity Investments August 2008 - Present
Fidelity Investments October 2004 - July 2008
Skills
Retirement Planning, Series 7
Education
Northern Kentucky University
B.A. International Studies
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
Fidelity Investments May 2007 - Present
Education
Northern Kentucky University 2007 — 2010
MSIO, Industrial-Organizational Psychology
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
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
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
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
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
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
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
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
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
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
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
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
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