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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
Sherita Scott Sherita Scott's Fidelity Investments Experience January 2001 - May 2004
Job HBC Category Manager at Kroger
Industry Retail
Experience
Kroger August 2015 - Present
The Kroger Company August 2012 - Present
The Kroger Company September 2011 - August 2012
The Kroger Company September 2009 - September 2011
Kroger September 2007 - September 2009
Fidelity Investments January 2001 - May 2004
Skills
Inventory Management, Retail, Merchandising, Microsoft Excel, Customer Service, PowerPoint, Inventory Control, Microsoft Office, Microsoft Word, Time Management, Leadership, Process Improvement, Store Management, Visual Merchandising, Outlook
Education
Northern Kentucky University 2015 — 2017
Master of Science (MS), Executive Leadership & Orgainizational Change
Northern Kentucky University 2000 — 2006
BA, Organizational Communication
Kroger August 2015 - Present
The Kroger Company August 2012 - Present
The Kroger Company September 2011 - August 2012
The Kroger Company September 2009 - September 2011
Kroger September 2007 - September 2009
Fidelity Investments January 2001 - May 2004
Skills
Inventory Management, Retail, Merchandising, Microsoft Excel, Customer Service, PowerPoint, Inventory Control, Microsoft Office, Microsoft Word, Time Management, Leadership, Process Improvement, Store Management, Visual Merchandising, Outlook
Education
Northern Kentucky University 2015 — 2017
Master of Science (MS), Executive Leadership & Orgainizational Change
Northern Kentucky University 2000 — 2006
BA, Organizational Communication
Michael Skidmore's Fidelity Investments Experience March 2015 - Present
Job PAS Client Management Representative
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
PNC December 2013 - March 2015
Fidelity Investments May 2013 - January 2014
Fidelity Investments June 2012 - May 2013
Fifth Third Bank March 2010 - June 2012
Hayden and March 2010 - June 2012
PCS Mobile Solutions July 2009 - March 2010
Skills
Customer Service, Direct Sales, Legal Research, Sales, Marketing, Cold Calling, Sales Management, Customer Satisfaction, Training, Team Leadership, Microsoft Office, Team Building, Retail, New Business Development, Negotiation, Microsoft Excel, Sales Process, Account Management, series 7, series 63, Banking, series 66, Call Centers, Customer Experience, Finance, Investments, Insurance, Relationship Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2015 — 2019
Doctor of Law (J.D.), Law
Northern Kentucky University 2008 — 2012
Bachelors of Arts, Political Science
Fidelity Investments March 2015 - Present
PNC December 2013 - March 2015
Fidelity Investments May 2013 - January 2014
Fidelity Investments June 2012 - May 2013
Fifth Third Bank March 2010 - June 2012
Hayden and March 2010 - June 2012
PCS Mobile Solutions July 2009 - March 2010
Skills
Customer Service, Direct Sales, Legal Research, Sales, Marketing, Cold Calling, Sales Management, Customer Satisfaction, Training, Team Leadership, Microsoft Office, Team Building, Retail, New Business Development, Negotiation, Microsoft Excel, Sales Process, Account Management, series 7, series 63, Banking, series 66, Call Centers, Customer Experience, Finance, Investments, Insurance, Relationship Management
Education
Northern Kentucky University—Salmon P. Chase College of Law 2015 — 2019
Doctor of Law (J.D.), Law
Northern Kentucky University 2008 — 2012
Bachelors of Arts, Political Science
Nicole Meinking Nicole Meinking's Fidelity Investments Experience February 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments October 2011 - February 2013
Skills
Series 7, Series 63, Registered Investment..., Investments, Relationship Management, Financial Services, Retirement Planning
Education
Northern Kentucky University 2004 — 2008
Bachelor of Science (B.S.), Psychology
Xavier University
Executive Certificate in Financial Planning
Fidelity Investments February 2013 - Present
Fidelity Investments October 2011 - February 2013
Skills
Series 7, Series 63, Registered Investment..., Investments, Relationship Management, Financial Services, Retirement Planning
Education
Northern Kentucky University 2004 — 2008
Bachelor of Science (B.S.), Psychology
Xavier University
Executive Certificate in Financial Planning
Tashia L. Harris's Fidelity Investments Experience August 2008 - December 2010
Job Founder/Owner Sparkfocus
Industry Research
Experience
Lbr Regulatory July 2015 - Present
Cincinnati Children's Hospital Medical Center August 2013 - July 2015
Welcome House of Northern Kentucky November 2012 - July 2013
University of Cincinnati December 2010 - November 2012
Fidelity Investments August 2008 - December 2010
University of Cincinnati September 2000 - August 2008
Skills
Problem Solving, Leadership, Strategy, Management, Critical Thinking, Goal Analysis, Training, Follow-through Skills, Investigation, Social Media Marketing, Organizational..., Customer Relations, Logistics, Coaching, Sports Coaching, Microsoft Office, Writing, Editing, Photography, Styling, Clinical Research, Research, Criminology, Entrepreneurship, Employee Training, Digital Photography, Social Services, Data Analysis, Quality Assurance, Healthcare, Clinical Trials, Laboratory, Analysis, Statistics, SPSS, Team Leadership, Recruiting, Community Outreach
Education
University of Cincinnati 2007 — 2008
Master of Science (M.S.), Criminal Justice and Corrections, 3.0
Northern Kentucky University 2000 — 2003
Bachelor's Degree, Criminology, 3.2
Lbr Regulatory July 2015 - Present
Cincinnati Children's Hospital Medical Center August 2013 - July 2015
Welcome House of Northern Kentucky November 2012 - July 2013
University of Cincinnati December 2010 - November 2012
Fidelity Investments August 2008 - December 2010
University of Cincinnati September 2000 - August 2008
Skills
Problem Solving, Leadership, Strategy, Management, Critical Thinking, Goal Analysis, Training, Follow-through Skills, Investigation, Social Media Marketing, Organizational..., Customer Relations, Logistics, Coaching, Sports Coaching, Microsoft Office, Writing, Editing, Photography, Styling, Clinical Research, Research, Criminology, Entrepreneurship, Employee Training, Digital Photography, Social Services, Data Analysis, Quality Assurance, Healthcare, Clinical Trials, Laboratory, Analysis, Statistics, SPSS, Team Leadership, Recruiting, Community Outreach
Education
University of Cincinnati 2007 — 2008
Master of Science (M.S.), Criminal Justice and Corrections, 3.0
Northern Kentucky University 2000 — 2003
Bachelor's Degree, Criminology, 3.2
Richard Arens Richard Arens's Fidelity Investments Experience December 2010 - June 2011
Job Firefighter/EMT at Kenton Fire Department
Industry Public Safety
Experience
Kenton Fire District August 2013 - Present
Procter & Gamble July 2013 - Present
Convergys / Procter & Gamble Professional February 2012 - July 2013
Penton Media August 2011 - January 2012
Convergys / Penton Media August 2011 - January 2012
Fidelity Investments December 2010 - June 2011
Total Quality Logistics September 2007 - July 2009
Skills
Advertising Sales, Lead Generation, Online Advertising, Email Marketing, B2B, Integrated Marketing, Advertising, Digital Marketing, Digital Media, Salesforce.com, Social Media Marketing, Digital Strategy, Marketing Communications, Direct Marketing, Trade Shows
Education
Northern Kentucky University 2004 — 2007
Bachelor of Science, Marketing & Management
Thomas More College 2003 — 2004
Saint Joseph's College 2001 — 2003
Biology/Biological Sciences, General
Simon Kenton
Kenton Fire District August 2013 - Present
Procter & Gamble July 2013 - Present
Convergys / Procter & Gamble Professional February 2012 - July 2013
Penton Media August 2011 - January 2012
Convergys / Penton Media August 2011 - January 2012
Fidelity Investments December 2010 - June 2011
Total Quality Logistics September 2007 - July 2009
Skills
Advertising Sales, Lead Generation, Online Advertising, Email Marketing, B2B, Integrated Marketing, Advertising, Digital Marketing, Digital Media, Salesforce.com, Social Media Marketing, Digital Strategy, Marketing Communications, Direct Marketing, Trade Shows
Education
Northern Kentucky University 2004 — 2007
Bachelor of Science, Marketing & Management
Thomas More College 2003 — 2004
Saint Joseph's College 2001 — 2003
Biology/Biological Sciences, General
Simon Kenton
Nick Grout's Fidelity Investments Experience May 2013 - August 2013
Job IM Project Manager Operations at GE Aviation
Industry Airlines/Aviation
Experience
GE Aviation September 2014 - Present
Toyota January 2014 - September 2014
Northern Kentucky University May 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Project Management, Software Development, Web Development, System Administration, Network Administration, Communication, Linux, PHP, Customer Service, Microsoft Office, Public Speaking
Education
Northern Kentucky University 2010 — 2013
Bachelor of Science (B.S.), Computer Information Technology
Walton-Verona High School 2006 — 2010
Academic Diploma
GE Aviation September 2014 - Present
Toyota January 2014 - September 2014
Northern Kentucky University May 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
Project Management, Software Development, Web Development, System Administration, Network Administration, Communication, Linux, PHP, Customer Service, Microsoft Office, Public Speaking
Education
Northern Kentucky University 2010 — 2013
Bachelor of Science (B.S.), Computer Information Technology
Walton-Verona High School 2006 — 2010
Academic Diploma
Ryan Butt, MBA, CFP® Ryan Butt, MBA, CFP®'s Fidelity Investments Experience July 2015 - Present
Job Regional Vice President Managed Accounts at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2013 - July 2015
Fidelity Investments May 2010 - April 2013
Fidelity Investments February 2008 - May 2010
Fidelity Investments February 2005 - February 2008
Skills
Financial Services, Series 63, Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, 401k, Retirement, Account Management, Sales, Investments, Strategic Financial..., CRM, Portfolio Management, Management, Asset Management, Asset Allocation, Relationship Management, Finance, Financial Planning
Education
CERTIFIED FINANCIAL PLANNER ™ 2010 — 2011
Investment and Wealth Management, Estate Planning, Retirement Planning
Northern Kentucky University 2005 — 2007
MBA, Finance, Corporate Strategy, International Studies
Ohio University 2000 — 2004
Bachelor of Science, Communications
Fidelity Investments July 2015 - Present
Fidelity Investments April 2013 - July 2015
Fidelity Investments May 2010 - April 2013
Fidelity Investments February 2008 - May 2010
Fidelity Investments February 2005 - February 2008
Skills
Financial Services, Series 63, Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, 401k, Retirement, Account Management, Sales, Investments, Strategic Financial..., CRM, Portfolio Management, Management, Asset Management, Asset Allocation, Relationship Management, Finance, Financial Planning
Education
CERTIFIED FINANCIAL PLANNER ™ 2010 — 2011
Investment and Wealth Management, Estate Planning, Retirement Planning
Northern Kentucky University 2005 — 2007
MBA, Finance, Corporate Strategy, International Studies
Ohio University 2000 — 2004
Bachelor of Science, Communications
Shannon Werner Shannon Werner's Fidelity Investments Experience April 2006 - May 2008
Job Graduate Student, Research Assistant, Teaching Assistant, and Animal Husbandry at University of Cincinnati.
Industry Higher Education
Experience
Cincinnati Children's Hospital Medical Center December 2014 - April 2015
Cincinnati Zoo & Botanical Garden September 2013 - November 2014
University of Cincinnati August 2011 - November 2014
University of Cincinnati April 2009 - August 2011
Fidelity Investments April 2006 - May 2008
Skills
Statistics, Molecular Biology, University Teaching, Higher Education, Matlab, Teaching, Animal Husbandry, Microscopy, Histology, Optics, Proposal Writing, Grant Writing, Technical Writing, Laboratory Skills
Education
University of Cincinnati 2011 — 2014
Master's degree, Biology
University of Cincinnati 2009 — 2011
Neuroscience, Neurobiology and Physiology, Subject 3.7
Northern Kentucky University 2000 — 2005
Theater, Technology - Costume Patterning and Construction, Subject 3.8
Cincinnati Children's Hospital Medical Center December 2014 - April 2015
Cincinnati Zoo & Botanical Garden September 2013 - November 2014
University of Cincinnati August 2011 - November 2014
University of Cincinnati April 2009 - August 2011
Fidelity Investments April 2006 - May 2008
Skills
Statistics, Molecular Biology, University Teaching, Higher Education, Matlab, Teaching, Animal Husbandry, Microscopy, Histology, Optics, Proposal Writing, Grant Writing, Technical Writing, Laboratory Skills
Education
University of Cincinnati 2011 — 2014
Master's degree, Biology
University of Cincinnati 2009 — 2011
Neuroscience, Neurobiology and Physiology, Subject 3.7
Northern Kentucky University 2000 — 2005
Theater, Technology - Costume Patterning and Construction, Subject 3.8
Samuel Cage's Fidelity Investments Experience January 2014 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
United Way of Greater Cincinnati October 2013 - January 2014
Beef 'O' Brady's January 2011 - January 2014
Skills
Leadership, Social Media, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Northern Kentucky University 2009 — 2013
Bachelor’s Degree, Finance
Fidelity Investments January 2014 - Present
United Way of Greater Cincinnati October 2013 - January 2014
Beef 'O' Brady's January 2011 - January 2014
Skills
Leadership, Social Media, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.)
Northern Kentucky University 2009 — 2013
Bachelor’s Degree, Finance
Ryan A. Wharton, CFP®'s Fidelity Investments Experience November 2002 - July 2009
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
TD Ameritrade October 2015 - Present
TD Ameritrade August 2011 - September 2015
Fifth Third Bank March 2010 - July 2011
Waddell & Reed July 2009 - March 2010
Fidelity Investments November 2002 - July 2009
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Investment Management, Relationship Management, Investment Strategies, Series 7, Series 63, Capital Markets, Strategic Financial..., Equities, Financial Analysis, Series 65, Hedge Funds, Options
Education
Xavier University 2008 — 2009
Executive Certificate, Financial Planning
Xavier University 2005 — 2007
Master of Business Administration, Finance
Northern Kentucky University 2000 — 2004
Bachelor of Science, Economics
Robert Held's Fidelity Investments Experience January 2006 - June 2006
Job Retail Coverage Merchandiser at Acosta Sales & Marketing
Industry Consumer Goods
Experience
Acosta Sales & Marketing February 2012 - Present
Acosta Sales and Marketing February 2011 - February 2012
Acosta Sales and Marketing July 2010 - February 2011
Mid America Apartments May 2008 - November 2009
Lowe's Home Improvement June 2006 - October 2008
Lowes Home Improvement June 2006 - May 2008
Fidelity Investments January 2006 - June 2006
Internal Revenue Service February 2002 - November 2003
Education
Northern Kentucky University 1999 — 2005
business, business administration
boone county high school
Acosta Sales & Marketing February 2012 - Present
Acosta Sales and Marketing February 2011 - February 2012
Acosta Sales and Marketing July 2010 - February 2011
Mid America Apartments May 2008 - November 2009
Lowe's Home Improvement June 2006 - October 2008
Lowes Home Improvement June 2006 - May 2008
Fidelity Investments January 2006 - June 2006
Internal Revenue Service February 2002 - November 2003
Education
Northern Kentucky University 1999 — 2005
business, business administration
boone county high school
Nathan Lingrosso's Fidelity Investments Experience April 2004 - June 2007
Job Registered CSA at Morgan Stanley
Industry Textiles
Experience
Morgan Stanley Smith Barney May 2011 - Present
UniFirst Corporation December 2010 - May 2011
Coca-Cola Enterprises March 2008 - September 2010
Coca-Cola Enterprises September 2007 - March 2008
Fidelity Investments April 2004 - June 2007
Fidelity Investments November 2003 - April 2004
CRM Enterprises Inc January 1998 - November 2003
Skills
Pricing, Profit, Sales Operations, Forecasting, Sales Management, Market Planning, Merchandising, Retail, Marketing, Negotiation, Leadership
Education
Northern Kentucky University
B.A, Business Management
Morgan Stanley Smith Barney May 2011 - Present
UniFirst Corporation December 2010 - May 2011
Coca-Cola Enterprises March 2008 - September 2010
Coca-Cola Enterprises September 2007 - March 2008
Fidelity Investments April 2004 - June 2007
Fidelity Investments November 2003 - April 2004
CRM Enterprises Inc January 1998 - November 2003
Skills
Pricing, Profit, Sales Operations, Forecasting, Sales Management, Market Planning, Merchandising, Retail, Marketing, Negotiation, Leadership
Education
Northern Kentucky University
B.A, Business Management
Stacie Hedger's Fidelity Investments Experience April 2012 - Present
Job Finops Outside Fund Recon Senior Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
J.P. Morgan September 2010 - March 2012
J.P. Morgan October 2009 - September 2010
J.P. Morgan June 2006 - October 2009
J.P. Morgan February 2004 - June 2006
J.P. Morgan June 2000 - February 2004
Skills
Office, PowerImage, Charles River, JPMorgan TRAC..., Vision Lite, Sungard, Fundstation, Fundsmith, Mathematical Analysis, Team Leadership, Personality, Corporate Communications, AML, Legal Compliance, Mutual Funds, Financial Reporting, Fund Accounting, Legal Administration, Training & Development, Investment Compnay Act..., Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Northern Kentucky University 2002 — 2008
Bachelor's degree, Organizational Leadership
Fidelity Investments April 2012 - Present
J.P. Morgan September 2010 - March 2012
J.P. Morgan October 2009 - September 2010
J.P. Morgan June 2006 - October 2009
J.P. Morgan February 2004 - June 2006
J.P. Morgan June 2000 - February 2004
Skills
Office, PowerImage, Charles River, JPMorgan TRAC..., Vision Lite, Sungard, Fundstation, Fundsmith, Mathematical Analysis, Team Leadership, Personality, Corporate Communications, AML, Legal Compliance, Mutual Funds, Financial Reporting, Fund Accounting, Legal Administration, Training & Development, Investment Compnay Act..., Investments, Financial Analysis, Asset Management, Hedge Funds
Education
Northern Kentucky University 2002 — 2008
Bachelor's degree, Organizational Leadership
Nick Laux's Fidelity Investments Experience June 2013 - Present
Job Defined Contributions Representative at Fidelity Investments
Industry Sports
Experience
Fidelity Investments June 2013 - Present
Walgreens October 2011 - Present
Florence Freedom May 2012 - September 2012
Hat World / Lids.com September 2009 - December 2010
City of Elizabethtown May 2009 - July 2009
Skills
Time Management, Retail, Microsoft Office, Customer Service
Education
Northern Kentucky University 2009 — 2012
Bachelor's degree, Sports Business
Central Hardin High School 2006 — 2009
Commonwealth Diploma, Advanced
Fidelity Investments June 2013 - Present
Walgreens October 2011 - Present
Florence Freedom May 2012 - September 2012
Hat World / Lids.com September 2009 - December 2010
City of Elizabethtown May 2009 - July 2009
Skills
Time Management, Retail, Microsoft Office, Customer Service
Education
Northern Kentucky University 2009 — 2012
Bachelor's degree, Sports Business
Central Hardin High School 2006 — 2009
Commonwealth Diploma, Advanced
Matthew Bischoff's Fidelity Investments Experience July 1993 - Present
Job Vice President, Managing Director Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1993 - Present
Internal Revenue Service January 1989 - July 1993
Education
Northern Kentucky University 1983 — 1988
Covington Latin School
Fidelity Investments July 1993 - Present
Internal Revenue Service January 1989 - July 1993
Education
Northern Kentucky University 1983 — 1988
Covington Latin School
Shannon Chalfant's Fidelity Investments Experience September 2003 - May 2004
Job Writer & Web Content Specialist
Industry Marketing and Advertising
Experience
Magid February 2013 - Present
AuthorHouse October 2012 - March 2013
Sears Holdings Corporation August 2012 - November 2012
Dong Sung Elementary May 2011 - June 2012
Luxottica Group August 2010 - May 2011
LPGA.com August 2008 - August 2008
Fidelity Investments September 2003 - May 2004
Skills
Social Media Marketing, Facebook, YouTube, Creative Writing, PowerPoint, Microsoft Word, Project Management, Social Media, Blogging, Social Networking, Public Relations, Online Advertising, Press Releases, Email Marketing, Media Relations, SEO copywriting, SEO, Writing, Copywriting, WordPress, Landing Page..., Twitter, Landing Pages
Education
Northern Kentucky University 2006 — 2010
BA, Electronic Media and Broadcasting
Magid February 2013 - Present
AuthorHouse October 2012 - March 2013
Sears Holdings Corporation August 2012 - November 2012
Dong Sung Elementary May 2011 - June 2012
Luxottica Group August 2010 - May 2011
LPGA.com August 2008 - August 2008
Fidelity Investments September 2003 - May 2004
Skills
Social Media Marketing, Facebook, YouTube, Creative Writing, PowerPoint, Microsoft Word, Project Management, Social Media, Blogging, Social Networking, Public Relations, Online Advertising, Press Releases, Email Marketing, Media Relations, SEO copywriting, SEO, Writing, Copywriting, WordPress, Landing Page..., Twitter, Landing Pages
Education
Northern Kentucky University 2006 — 2010
BA, Electronic Media and Broadcasting
Suzanne Mull's Fidelity Investments Experience December 2010 - Present
Job Candidate Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Paycor July 2010 - October 2010
NKU August 2008 - July 2010
First Financial Bank June 2006 - July 2010
Hagedorn Appliances June 2003 - June 2006
Skills
Change Management, Behavioral Interviewing, Project Management, Strategic Sourcing, Partnerships, Applicant Tracking..., Talent Acquisition, Talent Management, Recruiting, Employee Relations, College Recruiting, Human Resources, Onboarding, Performance Management, HRIS, Employee Benefits, Sourcing, Organizational..., Coaching, Client/Hiring Manager..., Building Strong..., Multi-Location..., Taleo, Hiring, Screening, Benefits Administration
Education
Northern Kentucky University 2008 — 2010
Masters, Executive Leadership & Organizational Change
Northern Kentucky University 2000 — 2004
Bachelors, Industrial & Labor Relations
Fidelity Investments December 2010 - Present
Paycor July 2010 - October 2010
NKU August 2008 - July 2010
First Financial Bank June 2006 - July 2010
Hagedorn Appliances June 2003 - June 2006
Skills
Change Management, Behavioral Interviewing, Project Management, Strategic Sourcing, Partnerships, Applicant Tracking..., Talent Acquisition, Talent Management, Recruiting, Employee Relations, College Recruiting, Human Resources, Onboarding, Performance Management, HRIS, Employee Benefits, Sourcing, Organizational..., Coaching, Client/Hiring Manager..., Building Strong..., Multi-Location..., Taleo, Hiring, Screening, Benefits Administration
Education
Northern Kentucky University 2008 — 2010
Masters, Executive Leadership & Organizational Change
Northern Kentucky University 2000 — 2004
Bachelors, Industrial & Labor Relations
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
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
M. Scott Games, MBA's Fidelity Investments Experience February 1998 - May 2005
Job Compliance Officer at Ross Sinclaire & Associates, LLC
Industry Financial Services
Experience
Ross Sinclaire & Associates, LLC. July 2014 - Present
Fifth Third Securities May 2008 - July 2014
Oak Hill Financial Services July 2007 - October 2007
UBS May 2005 - July 2007
Fidelity Investments February 1998 - May 2005
Fidelity Investments July 1996 - February 1998
Skills
Series 6, Series 63, Series 66, Series 24, Series 7, Compliance, Uniform Combined State..., Microsoft Office, Life, Securities, Mutual Funds, Investments, Insurance, FINRA, Financial Services
Education
Northern Kentucky University 2012 — 2014
Masters, Business Administration, 4.0
Northern Kentucky University 1992 — 1996
Bachelor of Science (B.S.), Finance, 3.44
Western Kentucky University 1990 — 1992
General Studies
Highlands High School, Fort Thomas, KY 1986 — 1990
Diploma, College Prep
Ross Sinclaire & Associates, LLC. July 2014 - Present
Fifth Third Securities May 2008 - July 2014
Oak Hill Financial Services July 2007 - October 2007
UBS May 2005 - July 2007
Fidelity Investments February 1998 - May 2005
Fidelity Investments July 1996 - February 1998
Skills
Series 6, Series 63, Series 66, Series 24, Series 7, Compliance, Uniform Combined State..., Microsoft Office, Life, Securities, Mutual Funds, Investments, Insurance, FINRA, Financial Services
Education
Northern Kentucky University 2012 — 2014
Masters, Business Administration, 4.0
Northern Kentucky University 1992 — 1996
Bachelor of Science (B.S.), Finance, 3.44
Western Kentucky University 1990 — 1992
General Studies
Highlands High School, Fort Thomas, KY 1986 — 1990
Diploma, College Prep
Scott D'Amico's Fidelity Investments Experience 2007 - 2008
Job Financial Advisor PNC Investments
Industry Financial Services
Experience
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
Randy Beck's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
Coney Island Amusement Park May 2008 - September 2009
Fidelity Investments October 2006 - May 2009
Skills
JavaSE, Oracle SQL Developer, JavaScript, HTML 5, Strategic Planning, Employee Training, Mentoring, 401k, Customer Service, Project Management, Investments, Financial Services, XTRAC, FBSI, FDOT, Focus Point, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Computers, Discipline, Fast Learner, Friendly Personality, High Achiever, Management, Client Liaison
Education
Northern Kentucky University 2012 — 2016
Bachelor's of Science, Computer Science and Mathematics, 3.5 GPA
Northern Kentucky University 2005 — 2012
Bachelors of Science Degree in Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, 3.57
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - July 2015
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
Coney Island Amusement Park May 2008 - September 2009
Fidelity Investments October 2006 - May 2009
Skills
JavaSE, Oracle SQL Developer, JavaScript, HTML 5, Strategic Planning, Employee Training, Mentoring, 401k, Customer Service, Project Management, Investments, Financial Services, XTRAC, FBSI, FDOT, Focus Point, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Computers, Discipline, Fast Learner, Friendly Personality, High Achiever, Management, Client Liaison
Education
Northern Kentucky University 2012 — 2016
Bachelor's of Science, Computer Science and Mathematics, 3.5 GPA
Northern Kentucky University 2005 — 2012
Bachelors of Science Degree in Entrepreneurship, Entrepreneurship/Entrepreneurial Studies, 3.57
Teren Posey's Fidelity Investments Experience December 2006 - October 2007
Job Event Planner at Events by WE,LLC
Industry Public Relations and Communications
Experience
Enterprise Rent-A-Car May 2012 - Present
Events by WE,LLC November 2011 - Present
Springhill Suites by Marriott October 2009 - Present
Cincinnati Fashion Week, LLC October 2009 - May 2011
Joe's Crab Shack October 2007 - March 2011
Bank of Kentucky Center April 2009 - June 2009
Fidelity Investments December 2006 - October 2007
T.O.Y. L Events, LLC May 2007 - July 2007
Claire's Boutique August 2004 - December 2006
Skills
Event Planning, Event Management, Event Marketing, Time Management, Able To Multi-task, Hospitality, Problem Solving, Creative Problem Solving, Staff Management, Staff Training, Marketing Communications, Public Relations, Public Speaking, Customer Service, Online Marketing, Marketing Research, Social Media, Social Networking, Marketing Strategy
Education
Northern Kentucky University 2005 — 2011
Bachelor of Arts, Public Relations
Enterprise Rent-A-Car May 2012 - Present
Events by WE,LLC November 2011 - Present
Springhill Suites by Marriott October 2009 - Present
Cincinnati Fashion Week, LLC October 2009 - May 2011
Joe's Crab Shack October 2007 - March 2011
Bank of Kentucky Center April 2009 - June 2009
Fidelity Investments December 2006 - October 2007
T.O.Y. L Events, LLC May 2007 - July 2007
Claire's Boutique August 2004 - December 2006
Skills
Event Planning, Event Management, Event Marketing, Time Management, Able To Multi-task, Hospitality, Problem Solving, Creative Problem Solving, Staff Management, Staff Training, Marketing Communications, Public Relations, Public Speaking, Customer Service, Online Marketing, Marketing Research, Social Media, Social Networking, Marketing Strategy
Education
Northern Kentucky University 2005 — 2011
Bachelor of Arts, Public Relations
Rebecca Eden's Fidelity Investments Experience August 2009 - May 2010
Job CT Technologist at UK Healthcare Good Samaritan
Industry Hospital & Health Care
Experience
St. Elizabeth Healthcare June 2015 - Present
Initials, Inc. February 2015 - Present
UK Healthcare Good Samaritan July 2013 - Present
New Horizons Medical Center September 2011 - Present
The Bank of Kentucky May 2006 - July 2013
Fidelity Investments August 2009 - May 2010
Skills
Registered Radiologic..., Customer Service, Data Entry, PowerPoint, Cpr Certified, Microsoft Office, Microsoft Word, Microsoft Excel, Healthcare, Critical Thinking, Outlook, Hospitals, Radiology, Medical Terminology, Medical Imaging, HIPAA, Patient Safety, EMR, Computed Tomography, BLS, Time Management, Inpatient, IV, EHR, Direct Patient Care, Patient Education, Customer Satisfaction, Quality Patient Care, AED, Telephone Skills, Venipuncture, Radiography
Education
Somerset Community College 2013 — 2013
Certificate, Computed Tomography
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Northern Kentucky University 2007 — 2010
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
St. Elizabeth Healthcare June 2015 - Present
Initials, Inc. February 2015 - Present
UK Healthcare Good Samaritan July 2013 - Present
New Horizons Medical Center September 2011 - Present
The Bank of Kentucky May 2006 - July 2013
Fidelity Investments August 2009 - May 2010
Skills
Registered Radiologic..., Customer Service, Data Entry, PowerPoint, Cpr Certified, Microsoft Office, Microsoft Word, Microsoft Excel, Healthcare, Critical Thinking, Outlook, Hospitals, Radiology, Medical Terminology, Medical Imaging, HIPAA, Patient Safety, EMR, Computed Tomography, BLS, Time Management, Inpatient, IV, EHR, Direct Patient Care, Patient Education, Customer Satisfaction, Quality Patient Care, AED, Telephone Skills, Venipuncture, Radiography
Education
Somerset Community College 2013 — 2013
Certificate, Computed Tomography
Northern Kentucky University 2007 — 2011
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Northern Kentucky University 2007 — 2010
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Sean Ashcraft's Fidelity Investments Experience August 2006 - August 2007
Job Registrar at Sullivan University
Industry Higher Education
Experience
Sullivan University May 2015 - Present
Sullivan University February 2012 - May 2015
Sullivan University System March 2010 - February 2012
McKendree University March 2008 - March 2010
McKendree University March 2008 - August 2008
Dick's Sporting Goods August 2007 - March 2008
Fidelity Investments August 2006 - August 2007
Hodge & Singler June 2003 - August 2006
Skills
Customer Service, Planning, E-Learning, Higher Education, Payroll, Academic Advising, Organizational..., Maintaining Classes, Student Retention, Student Recruiting, Annual Reports, Datatel, CampusVue, Retaining Customers, Interviews, Career Counseling, Microsoft Office, Career Development, Recruiting, Admissions, Student Affairs, Student Financial Aid, Enrollment Management, Coaching, Distance Learning, Staff Development, Training, Project Planning, Resume Writing, Leadership Development, Student Development, Policy, Conflict Resolution, Campus, Adult Education, Public Speaking
Education
Sullivan University 2012 — 2014
Master of Science (M.S.), Conflict Management, 4.00/4.00
McKendree University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Human Resource Management & Business Administration, 3.59/4.00
Northern Kentucky University 2005 — 2007
Business Administration
Sullivan University May 2015 - Present
Sullivan University February 2012 - May 2015
Sullivan University System March 2010 - February 2012
McKendree University March 2008 - March 2010
McKendree University March 2008 - August 2008
Dick's Sporting Goods August 2007 - March 2008
Fidelity Investments August 2006 - August 2007
Hodge & Singler June 2003 - August 2006
Skills
Customer Service, Planning, E-Learning, Higher Education, Payroll, Academic Advising, Organizational..., Maintaining Classes, Student Retention, Student Recruiting, Annual Reports, Datatel, CampusVue, Retaining Customers, Interviews, Career Counseling, Microsoft Office, Career Development, Recruiting, Admissions, Student Affairs, Student Financial Aid, Enrollment Management, Coaching, Distance Learning, Staff Development, Training, Project Planning, Resume Writing, Leadership Development, Student Development, Policy, Conflict Resolution, Campus, Adult Education, Public Speaking
Education
Sullivan University 2012 — 2014
Master of Science (M.S.), Conflict Management, 4.00/4.00
McKendree University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Human Resource Management & Business Administration, 3.59/4.00
Northern Kentucky University 2005 — 2007
Business Administration
Nancy Day's Fidelity Investments Experience November 1993 - Present
Job Senior Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1993 - Present
Hennegan 1986 - 1993
Exhibit & Display Marketing 1985 - 1986
Pacific Mutual Insurance 1984 - 1985
Skills
Customer Service, Series 63, Financial Services, Series 7, Process Improvement, Competitive Analysis, Relationship Management, Employee Benefits, Vendor Management, Risk Management, 401k
Education
Northern Kentucky University 1983 — 1985
Associates, Business Administration
Fidelity Investments November 1993 - Present
Hennegan 1986 - 1993
Exhibit & Display Marketing 1985 - 1986
Pacific Mutual Insurance 1984 - 1985
Skills
Customer Service, Series 63, Financial Services, Series 7, Process Improvement, Competitive Analysis, Relationship Management, Employee Benefits, Vendor Management, Risk Management, 401k
Education
Northern Kentucky University 1983 — 1985
Associates, Business Administration
Rebecca Richards's Fidelity Investments Experience 2004 - 2006
Job Marketing Specialist at Procter & Gamble
Industry Marketing and Advertising
Experience
Procter & Gamble June 2006 - Present
Fidelity Investments 2004 - 2006
Delta Air Lines 2002 - 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, FSCI's, Artwork, Account Management, Team Building, New Business Development, Management, Budget Management, Creative Concept Design, Operational Execution
Education
Northern Kentucky University
Speech Communication and Rhetoric/Marketing
Procter & Gamble June 2006 - Present
Fidelity Investments 2004 - 2006
Delta Air Lines 2002 - 2004
Skills
Marketing, Marketing Strategy, Customer Service, Strategic Planning, FSCI's, Artwork, Account Management, Team Building, New Business Development, Management, Budget Management, Creative Concept Design, Operational Execution
Education
Northern Kentucky University
Speech Communication and Rhetoric/Marketing
Matt Pitzer's Fidelity Investments Experience October 2012 - December 2013
Job Wealth Management Associate, Private Client Reserve at U.S. Bank
Industry Marketing and Advertising
Experience
U.S. Bank December 2013 - Present
Fidelity Investments October 2012 - December 2013
Fidelity Investments February 2012 - October 2012
Chevrolet Campus Promotions Internship via EdVenture Partners January 2011 - May 2011
Education
University of Kentucky 2008 — 2011
BBA, Marketing and Management
Northern Kentucky University 2006 — 2008
U.S. Bank December 2013 - Present
Fidelity Investments October 2012 - December 2013
Fidelity Investments February 2012 - October 2012
Chevrolet Campus Promotions Internship via EdVenture Partners January 2011 - May 2011
Education
University of Kentucky 2008 — 2011
BBA, Marketing and Management
Northern Kentucky University 2006 — 2008
Ryan Fultz's Fidelity Investments Experience November 2010 - June 2012
Job Director Of High School Ministries at Grace Fellowship Church
Industry Religious Institutions
Experience
Grace Fellowship Church June 2012 - Present
Marriott International March 2007 - Present
Fidelity Investments November 2010 - June 2012
Education
Northern Kentucky University 2005 — 2009
Bachelor of Arts (B.A.), Communication
Black Forest Academy 2002 — 2005
Grace Fellowship Church June 2012 - Present
Marriott International March 2007 - Present
Fidelity Investments November 2010 - June 2012
Education
Northern Kentucky University 2005 — 2009
Bachelor of Arts (B.A.), Communication
Black Forest Academy 2002 — 2005
Molly Brauer's Fidelity Investments Experience December 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments October 2010 - December 2012
U.S. Census Bureau January 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Finance, Benefits Administration, Customer Service, Data Entry, Process Improvement, Financial Services
Education
Northern Kentucky University 2006 — 2012
Bachelor’s Degree, Marketing
Fidelity Investments December 2012 - Present
Fidelity Investments October 2010 - December 2012
U.S. Census Bureau January 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Finance, Benefits Administration, Customer Service, Data Entry, Process Improvement, Financial Services
Education
Northern Kentucky University 2006 — 2012
Bachelor’s Degree, Marketing
Sam Benner's Fidelity Investments Experience September 2015 - Present
Job Defined Benefits and Defined Contributions Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments September 2014 - September 2015
Eagle Financial Services April 2011 - September 2014
Three Norwegians LLC January 2014 - April 2014
Skills
Refinance, Microsoft Office, Banking, Marketing, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Leadership, Public Speaking, Event Management, Campaign Management, Social Media Marketing, Social Media, Project Management, Facebook, Online Marketing, Marketing Strategy, Real Estate
Education
Thomas More College 2015 — 2016
Master of Business Administration (M.B.A.), Marketing & Client Relations
Northern Kentucky University 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments September 2015 - Present
Fidelity Investments September 2014 - September 2015
Eagle Financial Services April 2011 - September 2014
Three Norwegians LLC January 2014 - April 2014
Skills
Refinance, Microsoft Office, Banking, Marketing, Sales, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Leadership, Public Speaking, Event Management, Campaign Management, Social Media Marketing, Social Media, Project Management, Facebook, Online Marketing, Marketing Strategy, Real Estate
Education
Thomas More College 2015 — 2016
Master of Business Administration (M.B.A.), Marketing & Client Relations
Northern Kentucky University 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Nicole Price Nicole Price's Fidelity Investments Experience May 2003 - September 2012
Job Looking for new opportunities
Industry Management Consulting
Experience
Notary public January 2013 - Present
Semi Retired October 2012 - Present
Fidelity Investments May 2003 - September 2012
Fidelity Investments January 1998 - May 2003
Fidelity Investments December 1994 - January 1998
Midland Title Security December 1992 - December 1994
Star Bank June 1988 - December 1992
Skills
Profit Sharing, Employee Benefits, Process Improvement, 401k, Defined Benefit, Relationship Management, Benefits Administration, Building Relationships, CRM, ERISA, Employee Relations, Management, Operations Management, Training, Vendor Management, Trading Systems, Insurance, Leadership, Sales, Project Management, Series 63, Customer Service, Retirement Planning, Risk Management, Team Building, Strategic Planning, Financial Services, Mutual Funds, Investments, Retirement, Program Management, Strategy
Education
Northern Kentucky University
Business Administration
Sinclair Community College
Business
Notary public January 2013 - Present
Semi Retired October 2012 - Present
Fidelity Investments May 2003 - September 2012
Fidelity Investments January 1998 - May 2003
Fidelity Investments December 1994 - January 1998
Midland Title Security December 1992 - December 1994
Star Bank June 1988 - December 1992
Skills
Profit Sharing, Employee Benefits, Process Improvement, 401k, Defined Benefit, Relationship Management, Benefits Administration, Building Relationships, CRM, ERISA, Employee Relations, Management, Operations Management, Training, Vendor Management, Trading Systems, Insurance, Leadership, Sales, Project Management, Series 63, Customer Service, Retirement Planning, Risk Management, Team Building, Strategic Planning, Financial Services, Mutual Funds, Investments, Retirement, Program Management, Strategy
Education
Northern Kentucky University
Business Administration
Sinclair Community College
Business
Sean Peel's Fidelity Investments Experience April 2015 - Present
Job Vice President Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - April 2015
Fifth Third Securities January 2003 - October 2013
Fidelity Investments January 1999 - January 2003
Fidelity Investments January 1995 - January 1999
Skills
Equities, Trading, Risk Management, Structured Products, Options, Series 7, Series 63, Series 24, Fixed Income, Bonds, Bloomberg, FINRA, Securities, Capital Markets, Mutual Funds, Alternative Investments, Investments, Wealth Management
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Government
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - April 2015
Fifth Third Securities January 2003 - October 2013
Fidelity Investments January 1999 - January 2003
Fidelity Investments January 1995 - January 1999
Skills
Equities, Trading, Risk Management, Structured Products, Options, Series 7, Series 63, Series 24, Fixed Income, Bonds, Bloomberg, FINRA, Securities, Capital Markets, Mutual Funds, Alternative Investments, Investments, Wealth Management
Education
Northern Kentucky University
Bachelor of Arts, Political Science and Government
Scott Hulett's Fidelity Investments Experience August 2003 - February 2005
Job McKinsey Solutions Administrator and Project Manager
Industry Financial Services
Experience
McKinsey & Company November 2013 - Present
T. Rowe Price August 2012 - October 2013
PwC 2011 - 2012
Bank of America October 2009 - February 2011
Fidelity Investments August 2003 - February 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Auditing, Finance, PowerPoint, Project Management, Analysis, Time Management, Corporate Events, Event Management, Staffing Coordination, Budget Monitoring, Recruiting, CRM Databases
Education
Northern Kentucky University 2007 — 2009
International/Global Studies
McKinsey & Company November 2013 - Present
T. Rowe Price August 2012 - October 2013
PwC 2011 - 2012
Bank of America October 2009 - February 2011
Fidelity Investments August 2003 - February 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Auditing, Finance, PowerPoint, Project Management, Analysis, Time Management, Corporate Events, Event Management, Staffing Coordination, Budget Monitoring, Recruiting, CRM Databases
Education
Northern Kentucky University 2007 — 2009
International/Global Studies
Meredith Wolf's Fidelity Investments Experience August 2015 - Present
Job Student at Northern Kentucky University
Industry Human Resources
Experience
Fidelity Investments August 2015 - Present
Apple August 2014 - Present
Skills
Customer Service, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Sales, Social Media, Team Leadership, Recruiting, Teamwork, Microsoft Office, Time Management, Event Planning, Fundraising, Facebook
Education
Northern Kentucky University 2011 — 2015
BA of Organizational Leadership
Fidelity Investments August 2015 - Present
Apple August 2014 - Present
Skills
Customer Service, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Sales, Social Media, Team Leadership, Recruiting, Teamwork, Microsoft Office, Time Management, Event Planning, Fundraising, Facebook
Education
Northern Kentucky University 2011 — 2015
BA of Organizational Leadership
Mark Means's Fidelity Investments Experience September 1999 - August 2009
Job
Industry Writing and Editing
Experience
Fidelity Investments September 1999 - August 2009
Sam's Club 1990 - 1999
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Outlook, Oral & Written..., Teamwork, Editing, Microsoft Office, Creative Writing, Proofreading, Blogging, Social Networking, Web Content, Copy Editing, Publishing, Research, Facebook, Newsletters
Education
Northern Kentucky University 1986 — 1992
Journalism
Fidelity Investments September 1999 - August 2009
Sam's Club 1990 - 1999
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Outlook, Oral & Written..., Teamwork, Editing, Microsoft Office, Creative Writing, Proofreading, Blogging, Social Networking, Web Content, Copy Editing, Publishing, Research, Facebook, Newsletters
Education
Northern Kentucky University 1986 — 1992
Journalism
Rachel Vasquez-Brueggen's Fidelity Investments Experience November 1998 - January 2006
Job Associate Auditor at American Modern Insurance Group
Industry Higher Education
Experience
American Modern Insurance Group October 2014 - Present
Northern Kentucky University August 2008 - October 2014
JPMorgan Chase January 2006 - August 2008
Fidelity Investments November 1998 - January 2006
Skills
Spanish, Compliance, Internal Audit, Mutual Funds, Multi Tasking, Leadership, Risk Assessment, Operational Risk, Financial Analysis, Accounting, Analysis
Education
Northern Kentucky University
Bachelor of Science (B.S.), Accounting and Business/Management
Northern Kentucky University 1997 — 2000
Bachelor of Science (BS), Political Science, 3.7
Bishop Brossart
American Modern Insurance Group October 2014 - Present
Northern Kentucky University August 2008 - October 2014
JPMorgan Chase January 2006 - August 2008
Fidelity Investments November 1998 - January 2006
Skills
Spanish, Compliance, Internal Audit, Mutual Funds, Multi Tasking, Leadership, Risk Assessment, Operational Risk, Financial Analysis, Accounting, Analysis
Education
Northern Kentucky University
Bachelor of Science (B.S.), Accounting and Business/Management
Northern Kentucky University 1997 — 2000
Bachelor of Science (BS), Political Science, 3.7
Bishop Brossart
Michelle Peat's Fidelity Investments Experience 2014 - 2014
Job Business Analyst, Insurance Professional
Industry Information Services
Experience
Time Warner Cable January 2015 - Present
Fidelity Investments 2014 - 2014
Axcess Financial 2014 - 2014
Citi 2013 - 2014
St. Elizabeth Healthcare August 2012 - September 2013
WellPoint 2000 - 2012
Aetna June 1984 - November 1999
Skills
Insurance, Claim, Claims Management, Medicare, Claim Investigation, Claims Resolution, Commercial Insurance, General Insurance, Managed Care, HIPAA, Process Improvement, Health Policy, Customer Service, Long-term Care, Benefits Administration, Microsoft Excel, Outlook, Software Documentation, Lotus Notes, Access, Data Entry, Microsoft Word, Microsoft Office, CPT, Medical Billing, Business Analysis, Health Insurance, HMO, Medical Terminology, HCPCS
Education
Northern Kentucky University 2005 — 2011
Bachelor's degree, Integrative Studies
Time Warner Cable January 2015 - Present
Fidelity Investments 2014 - 2014
Axcess Financial 2014 - 2014
Citi 2013 - 2014
St. Elizabeth Healthcare August 2012 - September 2013
WellPoint 2000 - 2012
Aetna June 1984 - November 1999
Skills
Insurance, Claim, Claims Management, Medicare, Claim Investigation, Claims Resolution, Commercial Insurance, General Insurance, Managed Care, HIPAA, Process Improvement, Health Policy, Customer Service, Long-term Care, Benefits Administration, Microsoft Excel, Outlook, Software Documentation, Lotus Notes, Access, Data Entry, Microsoft Word, Microsoft Office, CPT, Medical Billing, Business Analysis, Health Insurance, HMO, Medical Terminology, HCPCS
Education
Northern Kentucky University 2005 — 2011
Bachelor's degree, Integrative Studies
Matthew Moher's Fidelity Investments Experience January 2012 - Present
Job Money In Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments March 2009 - January 2012
Fidelity Investments February 2004 - March 2009
Skills
Retirement, Pensions, 401k, Employee Benefits, Relationship Management, Customer Service
Education
Northern Kentucky University 2000 — 2005
Bachelor's degree, Sociology
Fidelity Investments January 2012 - Present
Fidelity Investments March 2009 - January 2012
Fidelity Investments February 2004 - March 2009
Skills
Retirement, Pensions, 401k, Employee Benefits, Relationship Management, Customer Service
Education
Northern Kentucky University 2000 — 2005
Bachelor's degree, Sociology
Parker McLaurin, Esq.'s Fidelity Investments Experience July 2006 - August 2008
Job Attorney at McLaurin Legal Services
Industry Law Practice
Experience
McLaurin Legal Services January 2015 - Present
Western Land Services, Inc. March 2014 - January 2015
PC Law November 2013 - March 2014
Self Employed Property Attorney June 2012 - October 2013
Attorney November 2011 - June 2012
Pennsylvania Board of Probation and Parole January 2010 - December 2010
Fidelity Investments July 2006 - August 2008
Fidelity Investments April 2005 - July 2006
Fidelity Investments November 2004 - April 2005
Adventure Aquarium June 2003 - August 2004
Skills
Microsoft Office 2007, Westlaw, LexisNexis, Adobe Acrobat, Licensed to Practice..., Notary Public, Document Drafting, Document Review, Leases, Criminal Law, Energy Industry, Titles
Education
Widener University School of Law (PA) 2008 — 2011
J.D., Law
Northern Kentucky University 2005 — 2008
MPA, Masters of Public Administration
University of Cincinnati 1999 — 2003
Bachelors of Arts, History
McLaurin Legal Services January 2015 - Present
Western Land Services, Inc. March 2014 - January 2015
PC Law November 2013 - March 2014
Self Employed Property Attorney June 2012 - October 2013
Attorney November 2011 - June 2012
Pennsylvania Board of Probation and Parole January 2010 - December 2010
Fidelity Investments July 2006 - August 2008
Fidelity Investments April 2005 - July 2006
Fidelity Investments November 2004 - April 2005
Adventure Aquarium June 2003 - August 2004
Skills
Microsoft Office 2007, Westlaw, LexisNexis, Adobe Acrobat, Licensed to Practice..., Notary Public, Document Drafting, Document Review, Leases, Criminal Law, Energy Industry, Titles
Education
Widener University School of Law (PA) 2008 — 2011
J.D., Law
Northern Kentucky University 2005 — 2008
MPA, Masters of Public Administration
University of Cincinnati 1999 — 2003
Bachelors of Arts, History
Matthew Colson's Fidelity Investments Experience February 2002 - May 2006
Job Partner at I Know A Guy, LLC
Industry Consumer Services
Experience
I Know A Guy, LLC 2010 - Present
Fidelity Investments February 2002 - May 2006
Education
Northern Kentucky University 2000 — 2001
Business Management
University of Kentucky 1999 — 2000
I Know A Guy, LLC 2010 - Present
Fidelity Investments February 2002 - May 2006
Education
Northern Kentucky University 2000 — 2001
Business Management
University of Kentucky 1999 — 2000
Ryan Busse's Fidelity Investments Experience January 2007 - June 2013
Job Sales Representative at Avion Pharmaceuticals
Industry Pharmaceuticals
Experience
Avion Pharmaceuticals March 2015 - Present
Cochran Exteriors, LLC May 2014 - February 2015
Blue Star July 2013 - April 2014
Fidelity Investments January 2007 - June 2013
Northern Kentucky University August 2011 - December 2011
Skills
Sports, Microsoft Excel, Training, Mutual Funds, Customer Service, Marketing, Series 63, Sales, Account Management, Investments, Financial Services
Education
Northern Kentucky University 2007 — 2012
Bachelor of Science (BS), Marketing
Avion Pharmaceuticals March 2015 - Present
Cochran Exteriors, LLC May 2014 - February 2015
Blue Star July 2013 - April 2014
Fidelity Investments January 2007 - June 2013
Northern Kentucky University August 2011 - December 2011
Skills
Sports, Microsoft Excel, Training, Mutual Funds, Customer Service, Marketing, Series 63, Sales, Account Management, Investments, Financial Services
Education
Northern Kentucky University 2007 — 2012
Bachelor of Science (BS), Marketing
Russell Staubach's Fidelity Investments Experience January 2012 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Veritude September 2010 - December 2011
Fidelity Investments February 2008 - March 2010
Fidelity Investments July 2003 - February 2008
Fidelity Investments July 2002 - July 2003
Fidelity Investments September 1999 - July 2002
Fidelity Investments October 1996 - September 1999
Skills
Cross-functional Team..., Process Improvement, Data Analysis, Project Management, Business Process..., Training, Strategy, Management, Product Management, SDLC
Education
Northern Kentucky University 1991 — 1996
BA, Psychology
Fidelity Investments January 2012 - Present
Veritude September 2010 - December 2011
Fidelity Investments February 2008 - March 2010
Fidelity Investments July 2003 - February 2008
Fidelity Investments July 2002 - July 2003
Fidelity Investments September 1999 - July 2002
Fidelity Investments October 1996 - September 1999
Skills
Cross-functional Team..., Process Improvement, Data Analysis, Project Management, Business Process..., Training, Strategy, Management, Product Management, SDLC
Education
Northern Kentucky University 1991 — 1996
BA, Psychology
Tara Peak Tara Peak's Fidelity Investments Experience May 2013 - Present
Job Director, Regional Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments February 2012 - May 2013
Fidelity Investments July 2007 - February 2012
Fidelity Investments November 2006 - July 2007
Fidelity Investments July 2005 - November 2006
Skills
Strategy, Communications Planning, Social Media, Internal Communications, Strategic Planning, Project Management, Leadership, Strategic Communications, Corporate Communications, Communication Training, Marketing Communications, Crisis Communications, Public Relations, Media Relations
Education
Xavier University 2007 — 2011
Master's, MBA
Northern Kentucky University 1999 — 2003
Bachelor of Arts (B.A.), Radio and Television
Fidelity Investments May 2013 - Present
Fidelity Investments February 2012 - May 2013
Fidelity Investments July 2007 - February 2012
Fidelity Investments November 2006 - July 2007
Fidelity Investments July 2005 - November 2006
Skills
Strategy, Communications Planning, Social Media, Internal Communications, Strategic Planning, Project Management, Leadership, Strategic Communications, Corporate Communications, Communication Training, Marketing Communications, Crisis Communications, Public Relations, Media Relations
Education
Xavier University 2007 — 2011
Master's, MBA
Northern Kentucky University 1999 — 2003
Bachelor of Arts (B.A.), Radio and Television
Megan Lake's Fidelity Investments Experience October 2007 - February 2010
Job Veterinary Assistant at Bach Veterinary Clinic
Industry Veterinary
Experience
Bach Veterinary Clinic July 2010 - Present
Fidelity Investments October 2007 - February 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Research, Public Speaking, PowerPoint, Pets
Education
Northern Kentucky University 2005 — 2007
Bachelor of Arts (B.A.), Military History, 3.992
Bach Veterinary Clinic July 2010 - Present
Fidelity Investments October 2007 - February 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Research, Public Speaking, PowerPoint, Pets
Education
Northern Kentucky University 2005 — 2007
Bachelor of Arts (B.A.), Military History, 3.992
Michael Brueggemann's Fidelity Investments Experience March 2007 - October 2008
Job Software Engineer at General Electric
Industry Computer Software
Experience
Sogeti April 2007 - Present
General Electric November 2008 - March 2009
Fidelity Investments March 2007 - October 2008
SARK, Software Architects, INC. January 2007 - April 2007
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Computer Science
Sogeti April 2007 - Present
General Electric November 2008 - March 2009
Fidelity Investments March 2007 - October 2008
SARK, Software Architects, INC. January 2007 - April 2007
Education
Northern Kentucky University 2002 — 2006
Bachelor of Science, Computer Science
Michelle Daugherty's Fidelity Investments Experience May 2008 - February 2009
Job Accounting Manager at Toyota Boshoku America
Industry Automotive
Experience
Toyota Boshoku America May 2009 - Present
Fidelity Investments May 2008 - February 2009
Omicare, Inc. September 2003 - May 2008
American Education Centers July 1997 - September 2003
Education
Northern Kentucky University 1990 — 1997
Accounting
Spalding University 1986 — 1988
n/a, Pre med
St. Henry High School 1982 — 1986
Diploma, College Prep
Toyota Boshoku America May 2009 - Present
Fidelity Investments May 2008 - February 2009
Omicare, Inc. September 2003 - May 2008
American Education Centers July 1997 - September 2003
Education
Northern Kentucky University 1990 — 1997
Accounting
Spalding University 1986 — 1988
n/a, Pre med
St. Henry High School 1982 — 1986
Diploma, College Prep
Michael Steffen's Fidelity Investments Experience July 2005 - October 2009
Job Licensed Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank January 2011 - Present
TD Ameritrade October 2009 - December 2010
Fidelity Investments July 2005 - October 2009
Northern Kentucky Chamber of Commerce January 2005 - April 2005
Education
Northern Kentucky University 2001 — 2005
B.A, Speech Communication
Highlands 1996 — 2000
Fifth Third Bank January 2011 - Present
TD Ameritrade October 2009 - December 2010
Fidelity Investments July 2005 - October 2009
Northern Kentucky Chamber of Commerce January 2005 - April 2005
Education
Northern Kentucky University 2001 — 2005
B.A, Speech Communication
Highlands 1996 — 2000
Natalie Geiman's Fidelity Investments Experience November 1999 - March 2001
Job Lead Project Manager Cisco Voice at Cincinnati Bell Technology Solutions
Industry Information Technology and Services
Experience
Cincinnati Bell September 2011 - December 2013
Cincinnati Bell August 2005 - September 2011
Cincinnati Bell August 2003 - August 2005
Cincinnati Bell March 2001 - April 2003
Cincinnati Bell March 2001 - April 2003
Fidelity Investments November 1999 - March 2001
The Children's Place April 1997 - November 1999
Clear Channel July 1996 - August 1997
Skills
Telecommunications, Managed Services, Call Center, WAN, Product Management, Project Management, Data Center, Cisco VoIP, Avaya, Datacenter..., Document Management, Warehouse Management, Computer Network..., Coordination, Business Process..., Co-location, Solution Selling, Cloud Computing, Unified Communications, Virtualization, Telephony, Enterprise Software, Call Centers, Management, Software Documentation
Education
Northern Kentucky University 1993 — 1997
Bachelor of Applied Science (BASc), Communication and Media Studies
Bishop Brossart High School 1989 — 1993
Cincinnati Bell September 2011 - December 2013
Cincinnati Bell August 2005 - September 2011
Cincinnati Bell August 2003 - August 2005
Cincinnati Bell March 2001 - April 2003
Cincinnati Bell March 2001 - April 2003
Fidelity Investments November 1999 - March 2001
The Children's Place April 1997 - November 1999
Clear Channel July 1996 - August 1997
Skills
Telecommunications, Managed Services, Call Center, WAN, Product Management, Project Management, Data Center, Cisco VoIP, Avaya, Datacenter..., Document Management, Warehouse Management, Computer Network..., Coordination, Business Process..., Co-location, Solution Selling, Cloud Computing, Unified Communications, Virtualization, Telephony, Enterprise Software, Call Centers, Management, Software Documentation
Education
Northern Kentucky University 1993 — 1997
Bachelor of Applied Science (BASc), Communication and Media Studies
Bishop Brossart High School 1989 — 1993
Shannon Wong's Fidelity Investments Experience February 2008 - January 2012
Job Owner at Shannon Wong Photography
Industry Financial Services
Experience
Shannon Wong Photography August 2013 - Present
Fidelity Investments February 2008 - January 2012
Fidelity Investments 1996 - 2009
Skills
Vendor Management, Business Analysis, Project Management, Mutual Funds, Microsoft Office, Management, Customer Service, Microsoft Excel
Education
Northern Kentucky University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Shannon Wong Photography August 2013 - Present
Fidelity Investments February 2008 - January 2012
Fidelity Investments 1996 - 2009
Skills
Vendor Management, Business Analysis, Project Management, Mutual Funds, Microsoft Office, Management, Customer Service, Microsoft Excel
Education
Northern Kentucky University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Nichole Preisler's Fidelity Investments Experience August 2000 - Present
Job Executive Administrative Assistant
Industry Investment Management
Experience
Fidelity Investments August 2000 - Present
Heavenly Frosted Cupcakes February 2010 - June 2013
Cincinnati Bell 1995 - 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Event Planning, Events Coordination, Special Events, Office Management, Event Management, Wedding Cakes, Parties, Small Business, Special Events...
Education
Gateway Community & Technical College 1995 — 1997
Associates of Applied Science
Northern Kentucky University 1989 — 1992
Business Administration and Management, General
Fidelity Investments August 2000 - Present
Heavenly Frosted Cupcakes February 2010 - June 2013
Cincinnati Bell 1995 - 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Event Planning, Events Coordination, Special Events, Office Management, Event Management, Wedding Cakes, Parties, Small Business, Special Events...
Education
Gateway Community & Technical College 1995 — 1997
Associates of Applied Science
Northern Kentucky University 1989 — 1992
Business Administration and Management, General
Robert L. Fleckenstein Jr.'s Fidelity Investments Experience
Job Director of Netbenefits
Industry Financial Services
Experience
Fidelity Investments
Skills
401k
Education
Northern Kentucky University 1988 — 1993
Fidelity Investments
Skills
401k
Education
Northern Kentucky University 1988 — 1993
Ryan Weghorn's Fidelity Investments Experience January 1996 - December 2008
Job at
Industry Hospital & Health Care
Experience
Fidelity Investments January 1996 - December 2008
Education
Northern Kentucky University 2009 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
boone county high school 1989 — 1991
Fidelity Investments January 1996 - December 2008
Education
Northern Kentucky University 2009 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse
boone county high school 1989 — 1991
Michael Halenkamp's Fidelity Investments Experience January 2013 - Present
Job Sr. Systems Engineer (SharePoint) at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Ascendum Solutions January 2013 - January 2014
ASTAR Air Cargo July 2009 - November 2012
ASTAR Air Cargo, Inc. November 2004 - July 2009
DHL Airways, Inc. July 2002 - November 2004
Skills
SharePoint, Active Directory, Windows Server, Microsoft SQL Server, Project Management, SharePoint Designer, InfoPath, Microsoft Office..., Technical Support, Management, Integration, Requirements Analysis, Windows 7, Business Intelligence, Troubleshooting, Software Development, SQL, SharePoint Server, System Deployment
Education
Northern Kentucky University 1997 — 2001
Bachelor of Science (B.S.), Information Systems
Fidelity Investments January 2013 - Present
Ascendum Solutions January 2013 - January 2014
ASTAR Air Cargo July 2009 - November 2012
ASTAR Air Cargo, Inc. November 2004 - July 2009
DHL Airways, Inc. July 2002 - November 2004
Skills
SharePoint, Active Directory, Windows Server, Microsoft SQL Server, Project Management, SharePoint Designer, InfoPath, Microsoft Office..., Technical Support, Management, Integration, Requirements Analysis, Windows 7, Business Intelligence, Troubleshooting, Software Development, SQL, SharePoint Server, System Deployment
Education
Northern Kentucky University 1997 — 2001
Bachelor of Science (B.S.), Information Systems
Nicole Eggleston's Fidelity Investments Experience October 2006 - Present
Job Black Belt at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - Present
Fidelity Investments November 2005 - October 2006
Fidelity Investments November 2000 - November 2005
APAC Customer Services September 1999 - October 2000
Staples January 1995 - September 1999
Skills
Program Management, Business Process..., Project Management, Process Improvement, Data Analysis, Data Mining, Microsoft Excel, PowerPoint, Retirement, Strategic Planning, Call Centers, Management, Coaching
Education
Northern Kentucky University 1994 — 2000
Bachelor of Arts (B.A.), Physical Education and Minor Health Education
Fidelity Investments October 2006 - Present
Fidelity Investments November 2005 - October 2006
Fidelity Investments November 2000 - November 2005
APAC Customer Services September 1999 - October 2000
Staples January 1995 - September 1999
Skills
Program Management, Business Process..., Project Management, Process Improvement, Data Analysis, Data Mining, Microsoft Excel, PowerPoint, Retirement, Strategic Planning, Call Centers, Management, Coaching
Education
Northern Kentucky University 1994 — 2000
Bachelor of Arts (B.A.), Physical Education and Minor Health Education
Maureen Barker's Fidelity Investments Experience
Job
Industry Marketing and Advertising
Experience
Fidelity Investments
Skills
Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, CRM, Strategic Planning, Financial Services, Management, Email Marketing, Project Management, Photography, Collateral, Process Improvement, Social Media Marketing, Relationship Management, 401k, Competitive Analysis
Education
Northern Kentucky University 1987 — 1992
Newport Central Catholic 1983 — 1987
Fidelity Investments
Skills
Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, CRM, Strategic Planning, Financial Services, Management, Email Marketing, Project Management, Photography, Collateral, Process Improvement, Social Media Marketing, Relationship Management, 401k, Competitive Analysis
Education
Northern Kentucky University 1987 — 1992
Newport Central Catholic 1983 — 1987
Steve Goderwis's Fidelity Investments Experience July 1993 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1993 - Present
Wendys International 1984 - 1993
Skills
Mutual Funds, Vendor Management, Financial Services, Series 7, Relationship Management, Risk Management, Process Improvement, Business Analysis, Leadership, Project Management, Investments, Strategic Planning, Business Process..., Management, 401k
Education
Northern Kentucky University 1979 — 1983
BS, Computer Science
Fidelity Investments July 1993 - Present
Wendys International 1984 - 1993
Skills
Mutual Funds, Vendor Management, Financial Services, Series 7, Relationship Management, Risk Management, Process Improvement, Business Analysis, Leadership, Project Management, Investments, Strategic Planning, Business Process..., Management, 401k
Education
Northern Kentucky University 1979 — 1983
BS, Computer Science
Ryan Grinnan's Fidelity Investments Experience March 2006 - January 2008
Job CSS 1 at Great American Insurance
Industry Media Production
Experience
Great American Insurance 2008 - Present
Fidelity Investments March 2006 - January 2008
Skills
Insurance, CSS, Accounting, Mutual Funds, Call Centers, Customer Service, Property & Casualty...
Education
Northern Kentucky University 2001 — 2007
Bachelors, Communication
College
Great American Insurance 2008 - Present
Fidelity Investments March 2006 - January 2008
Skills
Insurance, CSS, Accounting, Mutual Funds, Call Centers, Customer Service, Property & Casualty...
Education
Northern Kentucky University 2001 — 2007
Bachelors, Communication
College
Michael Venable's Fidelity Investments Experience September 2008 - April 2011
Job Manager, Workforce Management
Industry Financial Services
Experience
Axcess Financial April 2015 - Present
Vantiv July 2011 - April 2015
Fidelity Investments September 2008 - April 2011
Fidelity Investments 2005 - 2008
Fidelity Investments November 1993 - 2005
Drug Emporium 1990 - 1996
Skills
Relationship Management, Business Analysis, Strategic Financial..., Financial Services, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Investments, Management, Leadership, Analysis, Team Leadership, Customer Service
Education
Northern Kentucky University 1990 — 1995
Finance, Mathematics, Finance, Business
Northern Kentucky University 1990 — 1995
Bachelor of Business Administration (BBA) and Finance, Finance, General
Axcess Financial April 2015 - Present
Vantiv July 2011 - April 2015
Fidelity Investments September 2008 - April 2011
Fidelity Investments 2005 - 2008
Fidelity Investments November 1993 - 2005
Drug Emporium 1990 - 1996
Skills
Relationship Management, Business Analysis, Strategic Financial..., Financial Services, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Investments, Management, Leadership, Analysis, Team Leadership, Customer Service
Education
Northern Kentucky University 1990 — 1995
Finance, Mathematics, Finance, Business
Northern Kentucky University 1990 — 1995
Bachelor of Business Administration (BBA) and Finance, Finance, General
Randy Murphy's Fidelity Investments Experience January 2007 - April 2014
Job ETL Developer
Industry Computer Software
Experience
Western & Southern Financial Group April 2014 - Present
Fidelity Investments January 2007 - April 2014
Fidelity Investments February 2005 - June 2007
Fidelity Investments February 2003 - February 2005
Skills
SQL, Oracle, Software Development, PL/SQL, Informatica, GoldenGate, Business Objects, IBI Webfocus, Oracle Discoverer 10g, Crystal Reports, Access Database, Oracle E-Business Suite, Oracle PL/SQL..., Microsoft SQL Server, Business Intelligence..., Business Intelligence, Business Intelligence..., Business Analysis, Requirements Analysis, ETL, Process Improvement, Requirements Gathering
Education
Northern Kentucky University 2010 — 2016
Computer Information Technology Major with an emphasis on database and web development, Double minor in Business Informatics and Information security
Western & Southern Financial Group April 2014 - Present
Fidelity Investments January 2007 - April 2014
Fidelity Investments February 2005 - June 2007
Fidelity Investments February 2003 - February 2005
Skills
SQL, Oracle, Software Development, PL/SQL, Informatica, GoldenGate, Business Objects, IBI Webfocus, Oracle Discoverer 10g, Crystal Reports, Access Database, Oracle E-Business Suite, Oracle PL/SQL..., Microsoft SQL Server, Business Intelligence..., Business Intelligence, Business Intelligence..., Business Analysis, Requirements Analysis, ETL, Process Improvement, Requirements Gathering
Education
Northern Kentucky University 2010 — 2016
Computer Information Technology Major with an emphasis on database and web development, Double minor in Business Informatics and Information security
Scott Moyer's Fidelity Investments Experience 2000 - 2007
Job Manager
Industry Information Technology and Services
Experience
Centric Consulting June 2011 - Present
Triumph Engineering June 2008 - July 2011
Fidelity Investments 2000 - 2007
Great American Insurance 1996 - 1997
Skills
Business Analysis, Requirements Analysis, Project Management, Program Management, Vendor Management, Process Improvement, Software Development, XML, Testing, Requirements Gathering, Software Project..., PMO, SDLC, Business Process...
Education
Northern Kentucky University 1994 — 1997
BS, Information Systems
Moeller High School 1988 — 1992
CIN
Centric Consulting June 2011 - Present
Triumph Engineering June 2008 - July 2011
Fidelity Investments 2000 - 2007
Great American Insurance 1996 - 1997
Skills
Business Analysis, Requirements Analysis, Project Management, Program Management, Vendor Management, Process Improvement, Software Development, XML, Testing, Requirements Gathering, Software Project..., PMO, SDLC, Business Process...
Education
Northern Kentucky University 1994 — 1997
BS, Information Systems
Moeller High School 1988 — 1992
CIN
Patrick Blom's Fidelity Investments Experience December 2003 - November 2006
Job Institutional Relationship Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank May 2010 - Present
Fifth Third Bank 2008 - 2010
Fifth Third Bank 2006 - 2008
Fidelity Investments December 2003 - November 2006
Citi 2002 - 2003
U.S. Bank 1999 - 2001
Skills
Mutual Funds, Securities, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, 401k, Relationship Management, Financial Planning, Financial Analysis, Equities, Banking
Education
Northern Kentucky University
Fifth Third Bank May 2010 - Present
Fifth Third Bank 2008 - 2010
Fifth Third Bank 2006 - 2008
Fidelity Investments December 2003 - November 2006
Citi 2002 - 2003
U.S. Bank 1999 - 2001
Skills
Mutual Funds, Securities, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, 401k, Relationship Management, Financial Planning, Financial Analysis, Equities, Banking
Education
Northern Kentucky University
Sarah Steffen's Fidelity Investments Experience August 1999 - April 2009
Job Student Services Administrative Assistant at Kenton County School District
Industry Education Management
Experience
Kenton County School District June 2011 - Present
Fidelity Investments August 1999 - April 2009
Education
Northern Kentucky University
Finance
Kenton County School District June 2011 - Present
Fidelity Investments August 1999 - April 2009
Education
Northern Kentucky University
Finance
Mary Anne Neuhaus's Fidelity Investments Experience September 2008 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity Investments July 2006 - September 2008
Education
Thomas More College 1998 — 2001
Bachelor, Business
Northern Kentucky University 1977 — 1980
Fidelity Investments September 2008 - Present
Fidelity Investments July 2006 - September 2008
Education
Thomas More College 1998 — 2001
Bachelor, Business
Northern Kentucky University 1977 — 1980
Nathan DeGroff's Fidelity Investments Experience May 2005 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Cardinal Solutions 2000 - 2005
Ethicon Endo-Surgery 2000 - 2005
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science, Computer Science
Northern Kentucky University 1996 — 2000
Bachelor of Science, Mathematics
Fidelity Investments May 2005 - Present
Cardinal Solutions 2000 - 2005
Ethicon Endo-Surgery 2000 - 2005
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science, Computer Science
Northern Kentucky University 1996 — 2000
Bachelor of Science, Mathematics
Matthew Hilgeman's Fidelity Investments Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2011 - April 2015
Fidelity Investments October 2005 - November 2011
National City Bank May 2002 - April 2005
Enterprise Rent-A-Car September 2000 - April 2002
Delta Air Lines May 1997 - September 2000
Skills
Employee Benefits, Risk Management, Financial Services, Investments, Banking, Process Improvement, Customer Service, Equities, Wealth Management, Legal Compliance
Education
Northern Kentucky University—Salmon P. Chase College of Law 2003 — 2006
J.D., Law
Northern Kentucky University 1996 — 2000
B.S., Management
Fidelity Investments April 2015 - Present
Fidelity Investments October 2011 - April 2015
Fidelity Investments October 2005 - November 2011
National City Bank May 2002 - April 2005
Enterprise Rent-A-Car September 2000 - April 2002
Delta Air Lines May 1997 - September 2000
Skills
Employee Benefits, Risk Management, Financial Services, Investments, Banking, Process Improvement, Customer Service, Equities, Wealth Management, Legal Compliance
Education
Northern Kentucky University—Salmon P. Chase College of Law 2003 — 2006
J.D., Law
Northern Kentucky University 1996 — 2000
B.S., Management
Ralph Huser's Fidelity Investments Experience 2005 - 2008
Job Senior Change Management Consultant
Industry Human Resources
Experience
TiER1 Performance Solutions July 2010 - Present
Ethicon Endo-Surgery 2009 - 2010
Fidelity Investments 2005 - 2008
Micron Technology 2000 - 2005
Skills
Training, Change Management, SharePoint, Leadership Development, Program Management, Employee Engagement, Customer Service, Process Improvement, Performance Management, Organizational..., Business Process..., Organizational Design, Talent Management, Organizational..., E-Learning, Management Consulting, Project Management, Performance Improvement, Instructional Design, Needs Analysis, Leadership, Strategy
Education
Northern Kentucky University 1995 — 1999
BA, Communication, Training & Development, Industrial and Labor Relations
TiER1 Performance Solutions July 2010 - Present
Ethicon Endo-Surgery 2009 - 2010
Fidelity Investments 2005 - 2008
Micron Technology 2000 - 2005
Skills
Training, Change Management, SharePoint, Leadership Development, Program Management, Employee Engagement, Customer Service, Process Improvement, Performance Management, Organizational..., Business Process..., Organizational Design, Talent Management, Organizational..., E-Learning, Management Consulting, Project Management, Performance Improvement, Instructional Design, Needs Analysis, Leadership, Strategy
Education
Northern Kentucky University 1995 — 1999
BA, Communication, Training & Development, Industrial and Labor Relations
Michael Bramley's Fidelity Investments Experience April 2012 - Present
Job Financial Analyst
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
J.P. Morgan March 2008 - December 2011
J.P. Morgan January 2008 - December 2011
Fidelity Investments January 2001 - January 2008
Fidelity Investments 2001 - 2008
Skills
Customer Service, Process Improvement, Operations Management, Call Center, Asset Allocation, Series 63, Series 7, Mutual Funds, Securities, Risk Management, Banking, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Microsoft Excel, Project Management, Oasys, Lotus Notes, Fixed Income, Equities
Education
Northern Kentucky University 1999 — 2003
Bachelor of Science, Finance
Fidelity Investments April 2012 - Present
J.P. Morgan March 2008 - December 2011
J.P. Morgan January 2008 - December 2011
Fidelity Investments January 2001 - January 2008
Fidelity Investments 2001 - 2008
Skills
Customer Service, Process Improvement, Operations Management, Call Center, Asset Allocation, Series 63, Series 7, Mutual Funds, Securities, Risk Management, Banking, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Microsoft Excel, Project Management, Oasys, Lotus Notes, Fixed Income, Equities
Education
Northern Kentucky University 1999 — 2003
Bachelor of Science, Finance
Mark Kubala's Fidelity Investments Experience November 1997 - Present
Job Director, Client Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1997 - Present
Education
Northern Kentucky University
BS, Finance
Fidelity Investments November 1997 - Present
Education
Northern Kentucky University
BS, Finance
Matt Burnett's Fidelity Investments Experience January 2006 - November 2006
Job Business Manager at Vistra Communications
Industry Financial Services
Experience
Vistra Communications July 2013 - Present
Invest Financial December 2011 - July 2013
Young Life January 2007 - August 2011
Great American Advisors November 2006 - September 2007
Fidelity Investments January 2006 - November 2006
Skills
Non-profits, Fundraising, Leadership, Training, Series 7, Nonprofits, Communication Skills, Strategic Planning, Recruiting, Budgets, Business Development, Public Speaking, Leadership Development, Event Planning
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts, communications
Vistra Communications July 2013 - Present
Invest Financial December 2011 - July 2013
Young Life January 2007 - August 2011
Great American Advisors November 2006 - September 2007
Fidelity Investments January 2006 - November 2006
Skills
Non-profits, Fundraising, Leadership, Training, Series 7, Nonprofits, Communication Skills, Strategic Planning, Recruiting, Budgets, Business Development, Public Speaking, Leadership Development, Event Planning
Education
Northern Kentucky University 2000 — 2004
Bachelor of Arts, communications
Michelle Eviston's Fidelity Investments Experience July 2004 - July 2008
Job Staff Attorney Campbell Circuit Court
Industry Legal Services
Experience
Kentucky Administrative Office of the Courts November 2013 - Present
Kentucky Administrative Office of the Courts January 2012 - October 2013
Kentucky Administrative Office of the Courts July 2011 - January 2012
Northern Kentucky University October 2007 - July 2011
Kentucky Department of Public Advocacy September 2010 - May 2011
United States District Court for the Eastern District of Kentucky January 2010 - August 2010
The Heinrich Firm May 2009 - August 2009
Fidelity Investments July 2004 - July 2008
Skills
Personal Injury, Arbitration, Policy, Government, Westlaw, Litigation, Courts, Legal Writing, Legal Research, Mediation, Criminal Law, Civil Litigation
Education
Northern Kentucky University—Salmon P. Chase College of Law 2008 — 2011
JD, Law
Northern Kentucky University 2001 — 2008
B.A., Political Science & Criminal Justice
Kentucky Administrative Office of the Courts November 2013 - Present
Kentucky Administrative Office of the Courts January 2012 - October 2013
Kentucky Administrative Office of the Courts July 2011 - January 2012
Northern Kentucky University October 2007 - July 2011
Kentucky Department of Public Advocacy September 2010 - May 2011
United States District Court for the Eastern District of Kentucky January 2010 - August 2010
The Heinrich Firm May 2009 - August 2009
Fidelity Investments July 2004 - July 2008
Skills
Personal Injury, Arbitration, Policy, Government, Westlaw, Litigation, Courts, Legal Writing, Legal Research, Mediation, Criminal Law, Civil Litigation
Education
Northern Kentucky University—Salmon P. Chase College of Law 2008 — 2011
JD, Law
Northern Kentucky University 2001 — 2008
B.A., Political Science & Criminal Justice
Rachel Pearson's Fidelity Investments Experience 2000 - 2002
Job Attorney
Industry Law Practice
Experience
Nielson & Sherry, PSC August 2015 - Present
Lerner, Sampson & Rothfuss March 2006 - June 2015
Becker Gallagher Legal Publishing November 2005 - February 2006
Children's Law Center, Inc. April 2003 - May 2005
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Skills
Civil Litigation, Commercial Litigation, Westlaw, Litigation, Legal Writing, Courts, Legal Research, Bankruptcy, Hearings, Creditors' Rights, Mediation, Lexis, Pleadings, Document Drafting, Legal Documents, Motions, Real Estate, Foreclosures, Appeals, LexisNexis, Legal Assistance
Education
Northern Kentucky University—Salmon P. Chase College of Law 2002 — 2005
Juris Doctorate, Law
Northern Kentucky University 1998 — 2002
Bachelor of Arts, Journalism
Nielson & Sherry, PSC August 2015 - Present
Lerner, Sampson & Rothfuss March 2006 - June 2015
Becker Gallagher Legal Publishing November 2005 - February 2006
Children's Law Center, Inc. April 2003 - May 2005
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Fidelity Investments 2000 - 2002
Skills
Civil Litigation, Commercial Litigation, Westlaw, Litigation, Legal Writing, Courts, Legal Research, Bankruptcy, Hearings, Creditors' Rights, Mediation, Lexis, Pleadings, Document Drafting, Legal Documents, Motions, Real Estate, Foreclosures, Appeals, LexisNexis, Legal Assistance
Education
Northern Kentucky University—Salmon P. Chase College of Law 2002 — 2005
Juris Doctorate, Law
Northern Kentucky University 1998 — 2002
Bachelor of Arts, Journalism
Stanley Holtzleiter's Fidelity Investments Experience 1997 - 1999
Job Experienced Import/Export
Industry Logistics and Supply Chain
Experience
TEDEX Delivery August 2015 - Present
Lowe's Home Improvement June 2012 - August 2015
Bonfiglioli USA May 2002 - September 2009
Goodyear Tire and Rubber July 2000 - February 2002
Fidelity Investments 1997 - 1999
Maids of Windsor 1989 - 1998
Revco Drug Store 1995 - 1997
United States Army November 1968 - November 1971
Skills
Customer Service, Training, Logistics, Strategic Planning, Product Management, Freight Forwarding, Recruiting, Supply Chain, Lean Manufacturing, Manufacturing, Sales Management, Supply Chain Management, Leadership Development, Project Management, Microsoft Office, Account Management
Education
Thomas More College 1976 — 1986
B.A, Business Administration
Thomas More College 1976 — 1979
A.A., Criminal Justice
Northern Kentucky University
MBA - Business Administration
TEDEX Delivery August 2015 - Present
Lowe's Home Improvement June 2012 - August 2015
Bonfiglioli USA May 2002 - September 2009
Goodyear Tire and Rubber July 2000 - February 2002
Fidelity Investments 1997 - 1999
Maids of Windsor 1989 - 1998
Revco Drug Store 1995 - 1997
United States Army November 1968 - November 1971
Skills
Customer Service, Training, Logistics, Strategic Planning, Product Management, Freight Forwarding, Recruiting, Supply Chain, Lean Manufacturing, Manufacturing, Sales Management, Supply Chain Management, Leadership Development, Project Management, Microsoft Office, Account Management
Education
Thomas More College 1976 — 1986
B.A, Business Administration
Thomas More College 1976 — 1979
A.A., Criminal Justice
Northern Kentucky University
MBA - Business Administration
Steve Haefling's Fidelity Investments Experience November 2004 - January 2010
Job Licensed Professional Counselor
Industry Mental Health Care
Experience
Talbert House March 2015 - Present
College Hill Presbyterian Church January 2014 - December 2014
Cincinnati Christian University September 2013 - December 2014
Fidelity Investments November 2004 - January 2010
Skills
Career Counseling, Community Outreach, Crisis Intervention, Mental Health, Mental Health Counseling, Psychology, Psychotherapy, Teaching, CBT, Family Therapy, Leadership Development, Microsoft Excel, Nonprofits, Public Speaking, Group Therapy, Volunteer Management
Education
Cincinnati Christian University 2011 — 2014
Master of Arts, Mental Health Counseling/Counselor, 3.97
Northern Kentucky University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Talbert House March 2015 - Present
College Hill Presbyterian Church January 2014 - December 2014
Cincinnati Christian University September 2013 - December 2014
Fidelity Investments November 2004 - January 2010
Skills
Career Counseling, Community Outreach, Crisis Intervention, Mental Health, Mental Health Counseling, Psychology, Psychotherapy, Teaching, CBT, Family Therapy, Leadership Development, Microsoft Excel, Nonprofits, Public Speaking, Group Therapy, Volunteer Management
Education
Cincinnati Christian University 2011 — 2014
Master of Arts, Mental Health Counseling/Counselor, 3.97
Northern Kentucky University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Randi Vater's Fidelity Investments Experience July 2007 - Present
Job Proposal Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments November 2004 - July 2007
Skills
Project Management, Technical Writing, Copy Editing, Sales Support Tools, Salesforce.com, Microsoft Word, Time Management, Easily Adaptable, Organization Skills, Interpersonal..., Strategic Planning
Education
Northern Kentucky University 2001 — 2004
B.A., English Literature
Fidelity Investments July 2007 - Present
Fidelity Investments November 2004 - July 2007
Skills
Project Management, Technical Writing, Copy Editing, Sales Support Tools, Salesforce.com, Microsoft Word, Time Management, Easily Adaptable, Organization Skills, Interpersonal..., Strategic Planning
Education
Northern Kentucky University 2001 — 2004
B.A., English Literature
Philip Wiedeman's Fidelity Investments Experience August 2006 - December 2008
Job Operations at FTJ FundChoice
Industry Investment Management
Experience
FTJ FundChoice January 2008 - Present
FTJ Fundchoice LLC July 2008 - November 2011
FTJ Fundchoice LLC January 2008 - July 2011
Fidelity Investments August 2006 - December 2008
Fidelity Investments August 2006 - January 2008
Fidelity Investments October 2005 - May 2007
Fidelity Investments October 2004 - August 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., 401k, Retirement, Investment Strategies, Retirement Planning, Fixed Annuities, Bloomberg, Portfolio Management, Pensions
Education
Northern Kentucky University 1989 — 1995
BA, Communications; Radio TV
Northern Kentucky University 1989 — 1994
BA, Communications
FTJ FundChoice January 2008 - Present
FTJ Fundchoice LLC July 2008 - November 2011
FTJ Fundchoice LLC January 2008 - July 2011
Fidelity Investments August 2006 - December 2008
Fidelity Investments August 2006 - January 2008
Fidelity Investments October 2005 - May 2007
Fidelity Investments October 2004 - August 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., 401k, Retirement, Investment Strategies, Retirement Planning, Fixed Annuities, Bloomberg, Portfolio Management, Pensions
Education
Northern Kentucky University 1989 — 1995
BA, Communications; Radio TV
Northern Kentucky University 1989 — 1994
BA, Communications
Shawn Chadwell, CFP®'s Fidelity Investments Experience May 2015 - Present
Job Workplace Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments October 2013 - May 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments August 2011 - September 2012
Cincinnati Sports Leagues May 2010 - May 2011
Skills
Financial Services, Financial Planning, Equities, Investments, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Series 7, Financial Analysis, Public Speaking
Education
Northern Kentucky University 2007 — 2010
Sports Marketing
Fidelity Investments May 2015 - Present
Fidelity Investments October 2013 - May 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments August 2011 - September 2012
Cincinnati Sports Leagues May 2010 - May 2011
Skills
Financial Services, Financial Planning, Equities, Investments, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Series 7, Financial Analysis, Public Speaking
Education
Northern Kentucky University 2007 — 2010
Sports Marketing
Sherry Culp's Fidelity Investments Experience September 2011 - Present
Job Server/Headwait at Bonefish Grill
Industry Food & Beverages
Experience
Fidelity Investments September 2011 - Present
Bonefish Grill January 2005 - October 2011
Boone County Public Library May 2008 - May 2009
Education
Northern Kentucky University 2001 — 2008
Bachelor of Arts, English/Writing
Fidelity Investments September 2011 - Present
Bonefish Grill January 2005 - October 2011
Boone County Public Library May 2008 - May 2009
Education
Northern Kentucky University 2001 — 2008
Bachelor of Arts, English/Writing
Samantha Haddix's Fidelity Investments Experience October 2006 - August 2008
Job Student at Northern Kentucky University
Industry Human Resources
Experience
Cincinnati Children's Hospital Medical Center January 2012 - April 2012
Citi March 2009 - November 2011
Smith's High Tech Automotive May 2008 - December 2008
Fidelity Investments October 2006 - August 2008
Smith's High Tech Automotive September 2004 - September 2006
Education
Northern Kentucky University 2005 — 2012
Bachelor of Science, Human Resources Management, Business Administration
Cincinnati Children's Hospital Medical Center January 2012 - April 2012
Citi March 2009 - November 2011
Smith's High Tech Automotive May 2008 - December 2008
Fidelity Investments October 2006 - August 2008
Smith's High Tech Automotive September 2004 - September 2006
Education
Northern Kentucky University 2005 — 2012
Bachelor of Science, Human Resources Management, Business Administration
Sarah Royse's Fidelity Investments Experience February 2012 - Present
Job Conversion Analyst Team Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments January 2011 - February 2012
Skills
Financial Services, Project Management, Mutual Funds, Finance
Education
Northern Kentucky University 2001 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
University of the Cumberlands 1999 — 2000
Communication Arts
Fidelity Investments February 2012 - Present
Fidelity Investments January 2011 - February 2012
Skills
Financial Services, Project Management, Mutual Funds, Finance
Education
Northern Kentucky University 2001 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
University of the Cumberlands 1999 — 2000
Communication Arts
Rich Roderick's Fidelity Investments Experience January 2001 - December 2001
Job Deputy Jailer at Campbell County Detention Center
Industry Law Enforcement
Experience
Campbell County Detention Center March 2011 - Present
5/3 January 2002 - January 2011
Fidelity Investments January 2001 - December 2001
Lucent Technologies June 1997 - December 2000
Education
Northern Kentucky University
Campbell County Detention Center March 2011 - Present
5/3 January 2002 - January 2011
Fidelity Investments January 2001 - December 2001
Lucent Technologies June 1997 - December 2000
Education
Northern Kentucky University
Scott Slavey's Fidelity Investments Experience April 1999 - July 2002
Job Inside Sales Lead
Industry Electrical/Electronic Manufacturing
Experience
General Cable July 2002 - Present
Fidelity Investments April 1999 - July 2002
Skills
Manufacturing, Product Development, Lean Manufacturing, Account Management, Pricing, Purchasing
Education
Northern Kentucky University
Associate's degree, Manufacturing Engineering Technology/Technician
General Cable July 2002 - Present
Fidelity Investments April 1999 - July 2002
Skills
Manufacturing, Product Development, Lean Manufacturing, Account Management, Pricing, Purchasing
Education
Northern Kentucky University
Associate's degree, Manufacturing Engineering Technology/Technician
Matt Gieske's Fidelity Investments Experience October 2006 - September 2008
Job Consultant at Paycor
Industry Financial Services
Experience
Paycor November 2009 - Present
Fidelity Investments October 2006 - September 2008
Skills
Business Analysis, Process Improvement, Account Management, Strategic Planning, Cold Calling, 401k, Employee Benefits, Insurance, Sales
Education
Northern Kentucky University 2003 — 2009
Bachelor of Science, Business Administration
Paycor November 2009 - Present
Fidelity Investments October 2006 - September 2008
Skills
Business Analysis, Process Improvement, Account Management, Strategic Planning, Cold Calling, 401k, Employee Benefits, Insurance, Sales
Education
Northern Kentucky University 2003 — 2009
Bachelor of Science, Business Administration
Molly Brauer's Fidelity Investments Experience October 2010 - Present
Job Defined Contribution Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
National City Bank November 2006 - April 2008
Education
Northern Kentucky University
Fidelity Investments October 2010 - Present
National City Bank November 2006 - April 2008
Education
Northern Kentucky University
Robert Wietholter's Fidelity Investments Experience June 2012 - June 2014
Job Data Lead Client Transitions at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
The Standard June 2014 - December 2014
Fidelity Investments June 2012 - June 2014
Fidelity Investments June 2011 - June 2012
Skills
Project Management, Customer Service, Strategic Planning, Process Improvement, Management, Team Building, Leadership, Sales, Negotiation, Business Analysis, Sales Management
Education
Northern Kentucky University 2010 — 2012
Bachelor of Arts (BA), Organizational Leadership
TIAA-CREF December 2014 - Present
The Standard June 2014 - December 2014
Fidelity Investments June 2012 - June 2014
Fidelity Investments June 2011 - June 2012
Skills
Project Management, Customer Service, Strategic Planning, Process Improvement, Management, Team Building, Leadership, Sales, Negotiation, Business Analysis, Sales Management
Education
Northern Kentucky University 2010 — 2012
Bachelor of Arts (BA), Organizational Leadership
Samuel Heck's Fidelity Investments Experience July 2007 - Present
Job Workplace Planning and Guidance Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skills
Mutual Funds, Investments, Series 7, Equities, Financial Services, Portfolio Management, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Retirement, Pensions, Series 66, ETFs
Education
Northern Kentucky University
Bachelor's degree, Finance, General
Fidelity Investments July 2007 - Present
Skills
Mutual Funds, Investments, Series 7, Equities, Financial Services, Portfolio Management, Series 63, Wealth Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Retirement, Pensions, Series 66, ETFs
Education
Northern Kentucky University
Bachelor's degree, Finance, General
Pelgen Paul's Fidelity Investments Experience Brokerage Operations Representative IIIFidelity InvestmentsBusiness Analyst-QualityFidelity InvestmentsAugust 2015 - Present
Job Business Quality Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Brokerage Operations Representative IIIFidelity InvestmentsBusiness Analyst-QualityFidelity InvestmentsAugust 2015 - Present
Skills
Financial Services, Brokers, Mutual Funds, Investments, Series 63, Six Sigma White Belt, Six Sigma Yellow Belt, Series 6
Education
Northern Kentucky University 1997 — 2001
Bachelor of Arts (B.A.), Education
Fidelity Investments Brokerage Operations Representative IIIFidelity InvestmentsBusiness Analyst-QualityFidelity InvestmentsAugust 2015 - Present
Skills
Financial Services, Brokers, Mutual Funds, Investments, Series 63, Six Sigma White Belt, Six Sigma Yellow Belt, Series 6
Education
Northern Kentucky University 1997 — 2001
Bachelor of Arts (B.A.), Education
Seth Dressman's Fidelity Investments Experience January 2004 - July 2006
Job Teacher at St. Henry District High School
Industry Education Management
Experience
St. Henry District High School August 2008 - Present
Fidelity Investments January 2004 - July 2006
Skills
Public Speaking, Teaching, Lesson Planning, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Classroom, Educational Leadership, Classroom Management, Educational Technology, Teacher Training
Education
Northern Kentucky University 2002 — 2006
Bachelor’s Degree, Psychology
St. Henry District High School August 2008 - Present
Fidelity Investments January 2004 - July 2006
Skills
Public Speaking, Teaching, Lesson Planning, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Classroom, Educational Leadership, Classroom Management, Educational Technology, Teacher Training
Education
Northern Kentucky University 2002 — 2006
Bachelor’s Degree, Psychology
Matthew Schoch's Fidelity Investments Experience August 2006 - June 2007
Job Job Seeker Currently Laid Off
Industry Internet
Experience
Currently Laid Off Laid Off - Position Eliminated); Received State U.E. Benefits And Was Stay-at-Home Parent while looking for employment.Loss Prevention SupervisorAmazon.com2008 - 2010
Fidelity Investments August 2006 - June 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Technologies, Communication, Presenter, Presentation Development, Training, Legal Writing, Proposal Writing, Report Writing, Writing, Highly Dedicated, Professional Services, Pay Close Attention to..., Supervising, Customer Service, Customer Satisfaction, Customer Retention, Staff Development, Staff Management, Appointment Scheduling, Analitical, Above the Line
Education
Northern Kentucky University 1996 — 2005
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
National Registry of Emergency Medical Technicians 2002 — 2003
Certificate of Completion (3 Credit Hour College Course), Was Tested & Certified as an EMT - First Responder
Currently Laid Off Laid Off - Position Eliminated); Received State U.E. Benefits And Was Stay-at-Home Parent while looking for employment.Loss Prevention SupervisorAmazon.com2008 - 2010
Fidelity Investments August 2006 - June 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Technologies, Communication, Presenter, Presentation Development, Training, Legal Writing, Proposal Writing, Report Writing, Writing, Highly Dedicated, Professional Services, Pay Close Attention to..., Supervising, Customer Service, Customer Satisfaction, Customer Retention, Staff Development, Staff Management, Appointment Scheduling, Analitical, Above the Line
Education
Northern Kentucky University 1996 — 2005
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections
National Registry of Emergency Medical Technicians 2002 — 2003
Certificate of Completion (3 Credit Hour College Course), Was Tested & Certified as an EMT - First Responder
Matt Savoti's Fidelity Investments Experience 2006 - 2009
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
Fidelity Investments 2006 - 2009
Skills
Leadership, Project Management, Program Management
Education
Northern Kentucky University 2009 — 2010
Master of Accountancy
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Xavier University 1996 — 2000
Bachelor of Arts (B.A.), Communications
Ameriprise Financial Services, Inc. 2009 - Present
Fidelity Investments 2006 - 2009
Skills
Leadership, Project Management, Program Management
Education
Northern Kentucky University 2009 — 2010
Master of Accountancy
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Xavier University 1996 — 2000
Bachelor of Arts (B.A.), Communications
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank