Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Chandra Sanders Chandra Sanders Dallas/Fort Worth Area Details
Chandra Sanders's Fidelity Investments Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Capital One  September 2011 - July 2015
Capital One  April 2007 - July 2009

Skills
Call Centers, Financial Services, Access, Banking, Business Analysis, Coaching, Credit Cards, Finance, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Public Speaking, Retirement Planning, Risk Management, Sales, Securities, Time Management

Education
Northwestern State University   2003 — 2006
Associate's Degree

Deb (Rochlin) Frank Deb (Rochlin) Frank Minneapolis, Minnesota Details
Deb (Rochlin) Frank's Fidelity Investments Experience December 1996 - August 2003
Job Communication Consultant
Industry Public Relations and Communications
Experience
Fidelity Investments   December 1996 - August 2003
State Street Global Advisors/Wyatt Preferred Choice   April 1994 - December 1996
Residential Funding Corporation  September 1991 - April 1994

Skills
Communication Skills, Marketing Communications, Internal Communications, Project Management, Manage Client..., Financial Education, Budget Monitoring

Education
Northwestern University   1987 — 1991
Bachelor of Science (BS), Communication Studies

Andrew Murdock Andrew Murdock Raleigh-Durham, North Carolina Area Details
Andrew Murdock's Fidelity Investments Experience January 2014 - Present
Job Defined Contribution Representative 2 at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
VIP Medical, Inc.   May 2013 - July 2013
Team Poole/Brown Long and Foster   April 2012 - September 2012
Rent-All Center   May 2011 - October 2011
Safeway Inc  May 2010 - August 2010
Mount Vernon Country Club  July 2008 - January 2009
Fairfax County Park Authority  January 2007 - June 2008

Skills
Congenial and..., Willingness to help..., Outstanding..., Enterprising attitude –..., PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Event Management, Leadership Development, Research

Education
Radford University   2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

University of Tennessee-Knoxville   2013 — 2013
2 CEU, Leadership Challenge Program

Northern Virginia Community College   2011 — 2012
Associate's degree, Business Administration and Management, General

Mount Vernon High School   2005 — 2009
High School Diploma

Arjun Pahwa Arjun Pahwa Huntington Station, New York Details
Arjun Pahwa's Fidelity Investments Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Centerview Partners
Industry Financial Services
Experience
Centerview Partners  June 2015 - Present
OppenheimerFunds  June 2014 - August 2014
Fidelity Investments   June 2013 - August 2013
Rensselaer Polytechnic Institute  July 2011 - August 2011

Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Project Management, Stata, Financial Accounting, Financial Analysis, Research

Education
Northwestern University   2012 — 2016
Bachelor of Arts (BA), Economics

Luiz Thiago Furlan, PMP, CLSSBB Luiz Thiago Furlan, PMP, CLSSBB Chicago, Illinois Details
Luiz Thiago Furlan, PMP, CLSSBB's Fidelity Investments Experience April 2005 - December 2005
Job Marketing Operations Leader & Adjunct Professor
Industry Insurance
Experience
DePaul University  February 2014 - Present
The Warranty Group  January 2013 - Present
The Warranty Group  September 2012 - January 2013
Discover Financial Services  November 2010 - August 2012
Discover Financial Services  August 2009 - October 2010
Discover Financial Services  February 2008 - July 2009
Discover Financial Services  May 2007 - January 2008
Discover Financial Services  September 2006 - April 2007
Fidelity Investments   April 2005 - December 2005
Walgreens  August 2003 - March 2005

Skills
Process Improvement, Management, Project Management, Leadership, Marketing Strategy, Multi-channel Marketing, Cross-functional Team..., Analysis, Strategy, Banking, Business Development, Six Sigma, Customer Service, Customer Relations, Proposal Writing, International Relations, Change Management, Business Process, Forecasting, Marketing, Business Requirements, Lean Management, Training, User Acceptance Testing, RFP preparation, Team Leadership, Cloud Computing, Business Planning, Customer Satisfaction

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (MBA)

Westminster College   2006 — 2007
Master's degree

Weber State University   2002 — 2005
Bachelor of Business Administration (B.B.A.)

Thomas Hartley Thomas Hartley Provo, Utah Area Details
Thomas Hartley's Fidelity Investments Experience September 2007 - July 2014
Job Financial Analyst IV at Zions Bancorporation
Industry Financial Services
Experience
Zions Bancorporation  July 2014 - Present
Fidelity Investments   September 2007 - July 2014
Self-Employed - Portuguese/English Translations   June 2007 - September 2011

Skills
Data Analysis, Analytics, Data Mining, Statistical Modeling, Predictive Analytics, SAS, R, SPSS, Statistics, Forecasting, Valuation, Regression Analysis, Translation, Brazilian Portuguese, Weka, Machine Learning, Data Visualization

Education
Northwestern University   2011 — 2014
Master's Degree, Predictive Analytics

Utah Valley University   2009 — 2011
Bachelor's Degree, Finance

LDS Business College
Associate's Degree, Business

Tyler Ison Tyler Ison Cincinnati Area Details
Tyler Ison's Fidelity Investments Experience September 2007 - July 2009
Job Tax Associate at BDO USA, LLP
Industry Law Practice
Experience
BDO USA, LLP  September 2015 - Present
IsonLegal   April 2015 - August 2015
The Robison Law Firm  May 2014 - March 2015
Barnes Dennig  July 2013 - April 2014
Summit Business Media  August 2010 - January 2012
Fidelity Investments   September 2007 - July 2009

Skills
Legal Research, Legal Writing, Financial Analysis, Tax Law, Corporate Tax, Tax Policy, Microsoft Office, Tax, Nonprofits, Finance, Corporate Law, Microsoft Excel

Education
The University of Alabama School of Law   2015 — 2017
LLM Taxation

Northern Kentucky University—Salmon P. Chase College of Law   2009 — 2012
JD

University of Louisville   2003 — 2007
BSBA Finance

Scott High School   1999 — 2003
High School

Tom Orth Tom Orth Dry Ridge, Kentucky Details
Tom Orth's Fidelity Investments Experience May 2007 - November 2012
Job Buyer at St. Elizabeth Healthcare
Industry Hospital & Health Care
Experience
St. Elizabeth Hospital  January 2015 - Present
Qualis Automotive  August 2013 - January 2015
Revolution Tech - Lexmark International   February 2013 - July 2013
Aspiriant  2012 - 2013
Fidelity Investments   May 2007 - November 2012
Fidelity Investments   June 1999 - May 2007

Skills
Business Objects, Microsoft Office, Mainframe, ERP, Siebel, Account Reconciliation, Sales Management, WMS - Warehouse..., Data Entry, Dataload, AS400 system, PeopleSoft, Customer Service, Project Management

Education
Northern Kentucky University
Bachelor of Arts (B.A.), Graphic Design

Mike Ivicevich Mike Ivicevich Greater New Orleans Area Details
Mike Ivicevich's Fidelity Investments Experience September 2005 - May 2006
Job Automation Specialist
Industry Oil & Energy
Experience
Gexpro  August 2011 - Present
Sage Payment Solutions  February 2011 - October 2011
Cavalier Business Communication, Sen   April 2009 - December 2010
RSI GLOBAL   November 2007 - April 2009
Network Telephone  May 2006 - May 2007
Fidelity Investments   September 2005 - May 2006

Education
Northwestern State University   2000 — 2005
Bachelor of Science, Health and Human Performance

Ward Anderson Ward Anderson Cincinnati Area Details
Ward Anderson's Fidelity Investments Experience 1999 - 2003
Job Director, Customer Information Marketing at LifeWay Christian Resources
Industry Marketing and Advertising
Experience
LifeWay Christian Resources  October 2015 - Present
dunnhumby  July 2014 - September 2015
Man in the Mirror  July 2013 - June 2014
Epsilon  2004 - June 2013
University of Cincinnati  2003 - 2004
Fidelity Investments   1999 - 2003

Skills
Predictive Modeling, Segmentation, Statistical Modeling, Analytics, SAS, SAS programming, Customer Insight, Data Mining, Statistics, Data Analysis, Database Marketing, Econometrics, Predictive Analytics, Strategy, Analysis, Leadership, Logistic Regression, CRM, Management

Education
University of Cincinnati   2003 — 2004
MA, Economics

Northern Kentucky University   1999 — 2002
BS, Economics

Lisa Magnuson Lisa Magnuson Greater Boston Area Details
Lisa Magnuson's Fidelity Investments Experience July 1986 - Present
Job HR Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 1986 - Present

Skills
Onboarding, 401k, Employee Benefits

Education
Northwestern State University   1982 — 1986

Allison Levin Allison Levin Greater Chicago Area Details
Allison Levin's Fidelity Investments Experience 2012 - Present
Job Senior Vice President, Managing Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   2012 - Present
Citizen Schools  September 2013 - Present
Xerox  2008 - December 2012
Affiliated Computer Services  2002 - 2008
PricewaterhouseCoopers  1985 - 2001

Skills
Outsourcing, Strategic Planning, Customer Relations, P&L Management, Account Management, Employee Benefits, Mergers, Process Improvement, Forecasting, New Business Development, Healthcare, Change Management, Contract Negotiation, Sales Management, Team Building, Team Leadership, Human Resources, Strategy

Education
Northwestern University
Bachelor of Arts (B.A.), English Literature

The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance

Amy Ishmael Amy Ishmael Dallas/Fort Worth Area Details
Amy Ishmael's Fidelity Investments Experience 1998 - 2002
Job Artist
Industry Fine Art
Experience
Collin College  August 2010 - Present
oakleafcollections.com   September 2002 - Present
Fidelity Investments   1998 - 2002
Fidelity Investments   1995 - 1998
Fidelity Investments   1993 - 1995

Skills
Print Making, Art, Visual Arts, Photography, Printmaking, Public Speaking, Research

Education
The University of Texas at Dallas   1991 — 1992
BA, Psychology

BC Haynie

Northern Virginia Community College
AS, Science

Dan Marquardt Dan Marquardt Cincinnati Area Details
Dan Marquardt's Fidelity Investments Experience June 1999 - February 2001
Job Chief Commercial Officer at MD Complete Skincare
Industry Consumer Goods
Experience
MD Complete   July 2015 - Present
Bakery Crafts  February 2011 - July 2015
Perfetti Van Melle  March 2001 - November 2010
Fidelity Investments   June 1999 - February 2001
Procter & Gamble  June 1992 - February 1999
Quaker Oats  May 1991 - August 1991
Procter & Gamble  June 1983 - August 1990

Skills
Brand Management, P&L Responsibility, Business Strategy..., Product Development, Media Planning, Pricing Strategy, Social Media, IRI Analysis, dunnhumby Analysis, IRI, P, Strategy, Marketing Strategy, Consumer Products, Consumer Marketing, Marketing, Business Strategy, Customer Insight, Marketing Management

Education
Northwestern University - Kellogg School of Management   1990 — 1992
MBA, Marketing and Finance

University of Illinois at Urbana-Champaign
BS, Mechanical Engineering

John Maxey John Maxey Alexandria, Louisiana Area Details
John Maxey's Fidelity Investments Experience July 1998 - May 2006
Job Vice Presisent Commercial Banker
Industry Banking
Experience
Red River Bank  2006 - Present
Fidelity Investments   July 1998 - May 2006

Skills
Credit, Loans, Banking, Finance, Small Business

Education
Northwestern State University   1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General

Steven M. Becker Steven M. Becker Greater Boston Area Details
Steven M. Becker's Fidelity Investments Experience May 1993 - April 2003
Job Senior Web Editor/Information Architect and Fine Art Photographer
Industry Internet
Experience
Suffolk University  January 2004 - Present
Steven M. Becker fotografie   1968 - Present
Fidelity Investments   May 1993 - April 2003
Self-employed  March 1981 - March 2002

Skills
Information Architecture, Web Writer, Web Editor, Web Content Development, User Experience, Web Content Mangement..., Fine Art Photography, Advanced Photoshop, Photoshop, OpenText CMS, Web Strategy, Project Planning, Project Management, Training, Marketing, Marketing Communications, CMS, Content Development, Fundraising, Digital Photography, Video, Creative Direction, Editing, Social Media, Blogging, Web Content, Advertising, Copy Editing

Education
Northwestern University
BA

Mark Genereux, AIF® Mark Genereux, AIF® Greater Omaha Area Details
Mark Genereux, AIF®'s Fidelity Investments Experience January 1996 - September 1997
Job Registered Investment Advisor, Genereux Investment Management
Industry Investment Management
Experience
Genereux Investment Management, Inc.   January 2001 - Present
First National Bank of Omaha  September 1997 - September 2000
Fidelity Investments   January 1996 - September 1997
Fidelity Investments   August 1993 - December 1995
Fidelity Investments   August 1992 - August 1993
Fidelity Investments   February 1991 - August 1992

Skills
Investment Policy..., Portfolio Management, Management, Risk Management, Investment Management, Strategic Planning, Asset Allocation, Finance, Financial Analysis, Budgets, Public Speaking, New Business Development, Marketing Strategy, Retirement Planning, Customer Service, Financial Reporting, Strategic Financial..., Investment Strategies, High Net Worth..., Personal Financial...

Education
Northwest Missouri State University   1983 — 1987
Bachelor of Science (BS), Finance

Saint Albert High School   1981 — 1983

David Blaszkowsky David Blaszkowsky Greater Boston Area Details
David Blaszkowsky's Fidelity Investments Experience December 1993 - April 1996
Job Senior Vice President, Head of Data Governance at State Street Bank
Industry Financial Services
Experience
State Street Bank  April 2014 - Present
U.S. Department of the Treasury   October 2011 - October 2013
US Securities and Exchange Commission  November 2010 - October 2011
US Securities and Exchange Commission  October 2007 - October 2010
Standard & Poor's   April 2003 - August 2007
Standard & Poor's   2000 - 2007
Standard & Poor's Institutional Market Services   January 2001 - March 2003
McGraw-Hill  May 1996 - June 1999
Fidelity Investments   December 1993 - April 1996
Gemini Consulting  July 1992 - September 1993

Skills
Strategic Planning, Capital Markets, Finance, XBRL, Financial Modeling, Investor Relations, Strategy, Emerging Markets, Equities, Risk Management, Mergers, Due Diligence, Valuation, Hedge Funds, Financial Analysis, Financial Services, Trading, Equity Research, Venture Capital, Analysis, Mergers & Acquisitions, Analytics, Fixed Income, Corporate Finance, Alternative Investments, Private Equity, Asset Management, Asset Managment, Investment Banking, Strategic Financial..., Portfolio Management, Executive Management, Financial Markets, Investments, Investment Management, Economics, Management, Financial Risk, Securities, Derivatives, Structured Finance, Bloomberg, Business Development, Management Consulting, Quantitative Analytics, Financial Regulation, Corporate Governance, Business Strategy, Competitive Analysis, Leadership

Education
The University of Chicago   1979 — 1983
AB, Economics

Kellogg Graduate School of Management, Northwestern University   1986 — 1988
MBA, Finance/Marketing

Peter Manoogian Peter Manoogian Boston, Massachusetts Details
Peter Manoogian's Fidelity Investments Experience June 2011 - August 2011
Job Manager at ZS Associates
Industry Management Consulting
Experience
ZS Associates  June 2012 - Present
Fidelity Investments   June 2011 - August 2011
ZS Associates  July 2005 - August 2010

Skills
Management Consulting, Marketing Strategy, Sales Process, Financial Services, Incentive Programs, Business Development, Sales Compensation, Sales, Insurance, Change Management, Business Strategy, Product Launch, Leadership, Analytics, Sales Management

Education
Northwestern University - Kellogg School of Management   2010 — 2012
MBA, Management & Strategy, Marketing, Management and Organizations

Rensselaer Polytechnic Institute   2001 — 2005
B.S. Industrial and Management Engineering, Engineering

Leo Yunfei Song Leo Yunfei Song Dallas/Fort Worth Area Details
Leo Yunfei Song's Fidelity Investments Experience 2012 - Present
Job Capacity Planning Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   2012 - Present
Abilene Christian University  2011 - 2012

Skills
SAS, Microsoft Excel, Data Analysis, Python, R, Java, Visual Basic, Tableau, Research, SQL, Teamwork, Access, PowerPoint, Financial Analysis, Investment Research, Equity Research Analysis, HTML, Management

Education
Northwestern University   2015 — 2018
Master of Science in Predictive Analytics

Abilene Christian University   2008 — 2012
B.S, Mathematics concentrated on Actuarial Science

Laurie Waddell Laurie Waddell Greater New Orleans Area Details
Laurie Waddell's Fidelity Investments Experience 1997 - 2000
Job Pharmacy Specialist Sanofi
Industry Pharmaceuticals
Experience
Sanofi  September 2013 - Present
sanofi-aventis  March 2012 - September 2013
Johnson & Johnson  June 2005 - December 2011
St. Tammany Parish Hospital  September 2003 - June 2005
Natixis Global Asset Management  June 1999 - May 2003
Fidelity Investments   1997 - 2000
Entergy  1980 - 1992

Skills
Pharmaceutical Sales, Managed Care, Diabetes, Medical Devices, Healthcare, Hospitals, Pharmaceutical Industry, Territory Management, Product Launch, Selling Skills, Endocrinology, Sales, Selling, Sales Force Development, Cardiology, Sales Effectiveness, Sales Operations, Hospital Sales, Neurology, Capital Equipment, Gastroenterology

Education
Northwestern State University
Associate, Business Administration

Southeastern Louisiana University
Bachelor, Business Administration

Bishwa Satpathy Bishwa Satpathy Greater Boston Area Details
Bishwa Satpathy's Fidelity Investments Experience January 2012 - Present
Job Director Reporting and Analytics
Industry Computer Software
Experience
Fidelity Investments   January 2012 - Present
Fidelity Investments   February 2008 - December 2011
KPI Partners  March 2007 - January 2008
Siebel Systems Inc.  June 2005 - January 2007
Infosys Tech. Ltd.   October 2003 - June 2005

Skills
Data Warehousing, Business Intelligence, OBIEE, Netezza, Tableau, Data Modeling, Analytics, Big Data, Enterprise Architecture, Solution Architecture, Dimensional Modeling, Predictive Modeling, Predictive Analytics, Data Mining, R, SAS, Python, Data Warehouse..., Informatica, ETL, Software Development, Oracle, Data Integration, SDLC, Unix, PL/SQL, Agile Methodologies, Database Design, Essbase, Systems Analysis, Oracle E-Business Suite, OLAP, Requirements Gathering, Databases, SQL, Software Project..., Software Engineering, Statistics, Data Analysis, Microsoft SQL Server, Hadoop, Data Architecture, Enterprise Software, Business Process, Data Marts, Business Analytics, Performance Tuning, Requirements Analysis, Business Analysis, Project Management

Education
Northwestern University   2012 — 2014
Master of Science (MS), Predictive Analytics, 3.9

National Institute of Technology, Silchar, Assam, India   1999 — 2003
Bachelor's degree, Computer Science & Engineering

John C. Byler John C. Byler Hesston, Kansas Details
John C. Byler's Fidelity Investments Experience 1994 - 2005
Job Author, "You Look Great!" Strategies for Living Inside a Brain Injury (2012, Amazon, Kindle)
Industry Health, Wellness and Fitness
Experience
Brain Injury Association of MA  May 2011 - Present
Disability Law Center  July 2011 - April 2013
Fidelity Investments   1994 - 2005
Trinity Performance Systems   1990 - 1993
The Forum Corporation  1981 - 1993

Skills
Public Speaking, Change Management, Strategic Planning, Community Outreach, Team Building, Non-profits, Leadership Development, Coaching, Customer Service, Organizational..., Event Planning, Research, Fundraising, Teaching, Social Media, Training, Leadership, Program Development, Instructional Design, Entrepreneurship, Higher Education, Curriculum Design, Nonprofits, Program Management, Government, Mental Health, Executive Coaching, Clinical Research, Personal Development, Adult Education, Stress, Writing, Volunteer Management, Grants, Public Relations, Workshop Facilitation, Grant Writing, Policy, Conflict Resolution, Healthcare, Traumatic Brain Injury, Community Development, Career Counseling, Staff Development, Psychotherapy, Case Managment, Proposal Writing, Non-profit..., Social Services, Public Policy

Education
Northwestern University   1980 — 1981
M.A., History

The King's College   1976 — 1980
B.A., History, summa cum laude

Tenafly High School   1971 — 1975

Vicco von Bülow, CFP® Vicco von Bülow, CFP® Miami, Florida Details
Vicco von Bülow, CFP®'s Fidelity Investments Experience July 2011 - June 2014
Job Certified Financial Planner
Industry Financial Services
Experience
Fidelity Investments   July 2011 - June 2014
Morgan Stanley Smith Barney  August 2010 - July 2011
Akibot, LLC   October 2009 - July 2010
Markets.com, llc.   February 2008 - August 2009
Camillus House  June 2007 - December 2007

Skills
Analysis, Investments, Leadership, Wealth Management, Management, Financial Analysis, Strategy, Series 7, Business Strategy, Banking, Marketing Strategy, Portfolio Management, Business Development, Mergers & Acquisitions

Education
Northwestern University
Certified Financial Planner Program

University of Miami - School of Business   2003 — 2007
BBA, Finance, Marketing, Management

Nova Southeastern University   2009 — 2010
MBA, Finance

Chartered Financial Analyst Institute
CFA Level 1 Candidate

Laura Sterkel Laura Sterkel Greater Chicago Area Details
Laura Sterkel's Fidelity Investments Experience 1983 - 1989
Job Executive Coach and Consultant, Strategist for Organizational and Career Advancement
Industry Professional Training & Coaching
Experience
Karlin Sloan & Company  September 2014 - Present
Challenger, Gray & Christmas, Inc.   December 2007 - Present
CREW Leadership and Professional Development   October 2013 - September 2015
Career Transitions Center of Chicago  July 2008 - September 2014
Investment and Financial Services   June 2002 - December 2007
Goldman Sachs Asset Management  1997 - 2000
PNC Financial Services Group  1995 - 1997
Commerce Bancshares  1992 - 1995
National City Bank  1989 - 1992
Fidelity Investments   1983 - 1989

Skills
Strategy, Leadership Development, Executive Coaching, Leadership, Career Development, Career Management, Change Management, Program Management, Personal Branding, Consulting, Strategic Planning, Career Transitions, Team Building, Performance Improvement, Career Advancement, Organizational Change

Education
Coaches Training Institute   2001 — 2002
Completed Coaching Essentials, Career/Life Coaching

Weatherhead School of Management at Case Western Reserve University   1991 — 1992
Graduate study in management and marketing

Northwestern University - Kellogg School of Management
Marketing

Smith College
Bachelor of Arts (BA), Government (major), Art History, History

Nicholas Ramler Nicholas Ramler Cincinnati Area Details
Nicholas Ramler's Fidelity Investments Experience April 2012 - March 2014
Job Law Clerk at The Law Office of Steven R. Adams
Industry Law Practice
Experience
The Law Office of Steven R. Adams   April 2014 - June 2015
Fidelity Investments   April 2012 - March 2014
Fidelity Investments   August 2011 - April 2012
Boone County Circuit Court  August 2009 - July 2011

Skills
Series 7, Uniform Combined State..., Series 63, Customer Service, Estate Planning, PowerPoint, Accounting, Investment Advisory, Microsoft Office, FINRA, Investment Strategies, Financial Planners, Fixed Income, Strategic Financial..., Risk Management, Financial Services, Finance, Auditing, Banking

Education
Northern Kentucky University—Salmon P. Chase College of Law   2013 — 2017
Doctor of Law (JD), MBA

Xavier University   2010 — 2012
MBA

University of Kentucky   2005 — 2009
Bachelor of Arts, Political Science

Thomas Barrick Thomas Barrick Columbus, Ohio Area Details
Thomas Barrick's Fidelity Investments Experience July 2013 - Present
Job Workplace Planning & Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Bob Sumerel Tire & Service   September 2012 - Present
Total Quality Logistics  April 2012 - September 2012
The DotLoop Company  January 2011 - August 2011
Macy's  May 2010 - August 2010
The DotLoop Company  May 2010 - August 2010

Skills
Product Marketing, Social Media, Negotiation, Inside Sales, Direct Sales, Marketing, Social Media Marketing, Market Research, Marketing Communications

Education
Northern Kentucky University   2008 — 2012
Bachelor of Science, Makerting

Michael Belperio Michael Belperio Cincinnati Area Details
Michael Belperio's Fidelity Investments Experience October 2007 - June 2008
Job Disabled at Disabled
Industry Sports
Experience
Disabled  September 2010 - Present
Ohio Athletic Commission   March 2010 - September 2010
Fidelity Investments   October 2007 - June 2008
Crosstown Mortgage   February 2003 - October 2007
JOMIDA Investments, LLC   August 2000 - February 2003
Fifth Third Bank  February 2000 - August 2000
Accountemps  August 1998 - February 2000
Manhattan National Life Insurance Company   September 1996 - July 1997
Macy's Furniture Gallery  May 1995 - September 1996
United States Marine Corps  June 1993 - May 1995

Skills
Boxing, MMA, Microsoft Office, Customer Service, Microsoft Excel, Team Building, Teaching, Strategic Planning, PowerPoint, New Business Development, Sales, Small Business, Cooking, Public Relations, Outlook, Research, Microsoft Word, Negotiation, Bookkeeping, Risk Management, Accounting, Friendly Personality, Administrative..., Data Entry, Time Management, Six Sigma, Mortgage Compliance

Education
Northern Kentucky University—Salmon P. Chase College of Law   1997 — 2000
Not conferred, Law

University of Cincinnati   1990 — 1996
BA, Economics, Accounting

Walnut Hills High School   1984 — 1990
High School Diploma, College Preparatory

David Glickman David Glickman Greater Boston Area Details
David Glickman's Fidelity Investments Experience 2002 - 2008
Job Experienced Strategist and Product/Marketing Executive
Industry Financial Services
Experience
Putnam Investments  2009 - 2015
Fidelity Investments   2002 - 2008
Fidelity Investments   2000 - 2002
Fidelity Investments   1998 - 2000
Computer Sciences Corporation  1993 - 1998
Booz, Allen & Hamilton   1989 - 1992
Prime Computer, Inc.   1984 - 1987

Skills
Web Analytics, Competitive Analysis, Business Strategy, Product Management, Segmentation, Retirement, 401k, Mutual Funds, Web Strategy, Strategic Planning, Strategy, Financial Services, Cross-functional Team..., Process Improvement, Management Consulting, Leadership, Management, CRM

Education
Northwestern University - Kellogg School of Management   1987 — 1989
MBA, Finance, Policy

Rensselaer Polytechnic Institute   1979 — 1983
BS, Mathematics

Bluticia Blu Bluticia Blu New York, New York Details
Bluticia Blu's Fidelity Investments Experience January 1992 - May 1999
Job Former Wall Street executive who believes that Americans need to improve their personal financial literacy.
Industry Financial Services
Experience
BluticiaBlu.com   March 2013 - Present
Goldman Sachs  May 2000 - May 2013
Fidelity Investments   January 1992 - May 1999

Skills
Investment Banking, Hedge Funds, Capital Markets, Equities, Fixed Income, Banking, Alternative Investments

Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, General

Pamela Neville Pamela Neville Boston, Massachusetts Details
Pamela Neville's Fidelity Investments Experience October 2014 - Present
Job VP Digital Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   October 2014 - Present
AMP Agency  January 2013 - October 2014
Digitas  February 2007 - January 2013
Kinderdoodle.com   July 2002 - November 2006
Citi  June 1999 - August 1999
Young & Rubicam  January 1997 - August 1998

Skills
Mobile Marketing, Integrated Marketing, Digital Strategy, Digital Marketing, Online Advertising, Creative Strategy, Social Marketing, Direct Mail, Email Marketing, Brand Development, Advertising, Marketing, Interactive Marketing, Relationship Marketing, Strategy, Interactive Advertising

Education
New York University - Leonard N. Stern School of Business
MBA, Managment/Finance

Northwestern University
BS, Communications

Thomas Luggen Thomas Luggen Cincinnati Area Details
Thomas Luggen's Fidelity Investments Experience May 2006 - November 2010
Job Sales at Anthem
Industry Insurance
Experience
Anthem  November 2010 - Present
Fidelity Investments   May 2006 - November 2010

Skills
Teamwork, Goal Oriented, Communication Strategies, Customer Satisfaction, Management, Leadership, Marketing, Strategic Communications, Social Media, Customer Service, Insurance, Sales, Negotiation

Education
Northern Kentucky University

Allison Betts Allison Betts Greater Boston Area Details
Allison Betts's Fidelity Investments Experience 1994 - 2001
Job Professional
Industry Health, Wellness and Fitness
Experience
Be Cherished   2009 - Present
Arlington International Film Festival   March 2011 - October 2011
United States Census Bureau  March 2009 - August 2010
First Thursday Films   2006 - 2010
Arlington Community Media, Inc.   January 2009 - April 2009
CBT Architects  2002 - 2008
Fidelity Investments   1994 - 2001

Skills
Event Planning, Public Speaking, Microsoft Office, Non-profits, Social Media, Photoshop, Editing, Community Outreach, Social Media Marketing, Healthcare, Microsoft Excel, Leadership, Event Management, Social Networking, Fundraising, Training, Research, PowerPoint, Outlook, Public Relations, Customer Service, Nonprofits, Marketing Strategy, Teaching, Photography, Team Building, Adobe Creative Suite, Marketing, Marketing Communications, WordPress, Microsoft Word, Management, Volunteer Management, Coaching, Advertising, Project Management, Project Planning, Leadership Development, Facebook, Organizational..., Copywriting, Proposal Writing

Education
Harvard University Ext. School

Northern Michigan University
B.S., Theatre

Daniel Edelman Daniel Edelman Portland, Oregon Details
Daniel Edelman's Fidelity Investments Experience June 2006 - September 2006
Job Senior Strategist at MotiveQuest
Industry Market Research
Experience
MotiveQuest  August 2012 - Present
MotiveQuest  April 2010 - August 2012
Midwinter Studios   June 2007 - August 2007
Fidelity Investments   June 2006 - September 2006

Skills
Customer Insight, Analytics, Market Research, Integrated Marketing, Marketing Strategy, Digital Strategy, Strategic Planning, Marketing Research, Consumer Behaviour, Digital Marketing, Social Media Measurement, Segmentation, Brand Development, Brand Architecture, Consumer Insight

Education
Northwestern University   2005 — 2009
BA, School of Communications, English Literature, Radio/Television/Film

Robert Edsall Robert Edsall Dallas/Fort Worth Area Details
Robert Edsall's Fidelity Investments Experience June 2014 - Present
Job Senior Manager IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   June 2014 - Present
Fidelity Investments   February 2011 - June 2014
Independent Project Consulting   January 2008 - February 2011
EDS, an HP Company  July 1999 - February 2007
MCI Systemhouse  July 1996 - July 1999
Microsoft  April 1995 - June 1996

Skills
SDLC, Integration, Outsourcing, PMO, Project Management, Management, Service Delivery, Project Delivery, Strategy, ITIL, Requirements Analysis, Vendor Management, Team Building, Process Improvement, IT Service Management, Requirements Gathering, MS Project, Business Intelligence, CRM, Cross-functional Team..., PMP, Project Portfolio..., Enterprise Architecture, Business Process, Software Project..., Program Management, SharePoint, Change Management, IT Strategy, IT Management, Business Analysis, IT Operations, Consulting, Incident Management, Risk Management, Disaster Recovery, Infrastructure, Software Documentation, Data Center, IT Outsourcing, Strategic Planning, Visio, Governance, Business Process..., Resource Management, Cloud Computing, ERP, Product Management, Agile Methodolgy, Product Development

Education
Northern Virginia Community College   1983 — 1986

Dustin Young Dustin Young Boise, Idaho Area Details
Dustin Young's Fidelity Investments Experience October 2005 - August 2007
Job Business Technology Solutions Coordinator at MWI Veterinary Supply
Industry Information Technology and Services
Experience
MWI Veterinary Supply  July 2012 - Present
UnitedHealth Group  March 2009 - June 2012
Nnamdi Art, LLC   October 2007 - November 2008
Fidelity Investments   October 2005 - August 2007
MPC Computers  May 2005 - September 2005
Crowne One Network   September 2004 - May 2005
MPC Computers  July 1999 - September 2004

Skills
Process Improvement, Troubleshooting, Access, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Strategic Planning, Management, Security, Accounting, Information Technology, Equity Trading, Fine Art, Computer Hardware, Computer Repair, Computers, Computer Security, Dreamweaver, Adobe Fireworks, Accounts Receivable, Help Desk Support, Training

Education
Northwest Nazarene University   2000 — 2003
Bachelor of Science, Business Administration

Sam Heyworth Sam Heyworth Greater Seattle Area Details
Sam Heyworth's Fidelity Investments Experience 2000 - 2002
Job Director, Technical Advisor, N.A. Retail at Amazon
Industry Internet
Experience
Amazon  April 2015 - Present
Amazon  April 2013 - April 2015
Amazon  April 2011 - April 2013
Amazon  April 2009 - April 2011
Amazon  March 2007 - April 2009
Amazon  August 2004 - March 2007
Fidelity Investments   2000 - 2002

Skills
Product Management, Product Development, Strategy, Marketing, Supply Chain, E-commerce, Analytics, Cross-functional Team..., Competitive Analysis, Product Marketing, Strategic Partnerships, Product Planning, Product Launch, Business Planning, Marketing Strategy, Business Development, Management, Retail, Go-to-market Strategy, Forecasting, Business Strategy, Market Analysis, Start-ups, Leadership, Pricing Strategy, Brand Management, Online Advertising, Program Management, Online Marketing, Segmentation, Contract Negotiation, Pricing, Market Research, P&L Management, Digital Marketing

Education
Kellogg School of Management   2002 — 2004
MBA, Strategy, Marketing, Technology

Yale University   1992 — 1996
BA, American Studies

Cody Hooten Cody Hooten Irving, Texas Details
Cody Hooten's Fidelity Investments Experience June 2013 - December 2014
Job Guidance Specialist at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
Girard Securities  December 2014 - Present
United Capital Financial Advisers, LLC  December 2014 - Present
Fidelity Investments   June 2013 - December 2014
Aramark  October 2012 - April 2013
Avis Budget Group  June 2011 - August 2011

Skills
Series 7, Series 65, Series 63, Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Fixed Annuities, Securities, Wealth Management, 401k, Financial Services, Asset Allocation, Financial Analysis, Life Insurance, Health Insurance

Education
Northwest Missouri State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Zachary Bitzer, MBA Zachary Bitzer, MBA Cincinnati Area Details
Zachary Bitzer, MBA's Fidelity Investments Experience June 2012 - Present
Job Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   July 2011 - August 2012
Fidelity Investments   April 2008 - July 2011

Skills
Mutual Funds, Series 63, Series 7, Process Improvement, 401k, Business Planning, Microsoft Excel, Asset Allocation, Retirement Planning, Series 66, Outlook, Coaching, Customer Service, Change Management, Customer Experience, Kaizen

Education
Northern Kentucky University   2009 — 2012
Masters, Business Administration

Wittenberg University   2003 — 2007
Bachelor of Arts, Management, Geography

Jonathan Chance Jonathan Chance Tyler, Texas Area Details
Jonathan Chance's Fidelity Investments Experience November 2007 - April 2014
Job Financial Professional and Graduate Student of Finance
Industry Financial Services
Experience
First National Bank of Gilmer  July 2015 - Present
First National Bank of Gilmer  April 2014 - July 2015
Fidelity Investments   November 2007 - April 2014
JPMorgan Chase & Co.   February 2006 - November 2007

Skills
Financial Services, Investments, Finance, Economics, Analysis, Equity Trading, Mutual Funds, Wealth Management, Retail Banking, Series 7, Series 66

Education
Texas A&M University-Commerce   2015 — 2017
Master’s Degree, Finance, 3.5

Northwestern State University   1997 — 2001
Bachelor’s Degree, Humanities/Humanistic Studies, 3.6

Jake Bridgland Jake Bridgland San Francisco, California Details
Jake Bridgland's Fidelity Investments Experience May 2000 - May 2004
Job Executive Search Consultant at Innovations PSI
Industry Investment Management
Experience
Innovations PSI  June 2015 - Present
Spyglass Retirement Systems   March 2014 - Present
John Hancock Life Insurance Company (U.S.A.)   January 2011 - September 2013
Manulife Financial  April 2006 - January 2011
Salomon Brothers  2005 - 2006
Union Bank of California  May 2002 - May 2005
Fidelity Investments   May 2000 - May 2004

Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Alternative Investments, Sales, Asset Allocation, Financial Advisory, Financial Markets, Relationship Management, Series 7, ETFs, Retirement, Separately Managed..., Creative Marketer, Communicaitons, Series 6, Finance, Series 63, 401k, Equities, Languages, Egyptian Arabic, Great Motivator, Thought Leadership, Financial Services, Fixed Income, Investment Advisory, Securities, Investment Strategies, Asset Management

Education
Northumbria University   1994 — 1998
BA Economics, Financial Economics, Econometrics

Northumbria University
Bachelor's degree, Economics

Neil Blicher, MBA, CFP® Neil Blicher, MBA, CFP® Greater Boston Area Details
Neil Blicher, MBA, CFP®'s Fidelity Investments Experience October 2003 - April 2008
Job Financial Services Representative, Baystate Financial & Baystate Wealth Management
Industry Financial Services
Experience
Baystate Financial & Baystate Wealth Management   December 2008 - Present
Legacy Financial Advisors  April 2008 - November 2008
Fidelity Investments   October 2003 - April 2008
Fidelity Investments   May 1999 - September 2003
Scudder Investments  October 1997 - April 1999
Fidelity Investments   August 1994 - September 1997
Monitor Company  July 1989 - May 1992

Skills
Personal Finance, Special Needs..., Retirement Planning, College Education..., Estate Planning, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance

Education
Northwestern University - Kellogg School of Management   1992 — 1994
MBA, Finance and Marketing majors

Wesleyan University   1985 — 1989
BA, American Government major

Newton South High School   1981 — 1985

Peter Harlan Peter Harlan Greater Chicago Area Details
Peter Harlan's Fidelity Investments Experience 1999 - 2003
Job VP Sales at BeyondCore
Industry Computer Software
Experience
BeyondCore  August 2014 - Present
Illinois Framework   October 2013 - July 2014
itDuzzit.com, a subsidiary of Intuit Inc.   April 2012 - October 2013
CPG Solutions  September 2011 - February 2012
Bristlecone  March 2010 - September 2011
Oracle Corporation  July 2006 - March 2010
Demantra Inc.   July 2005 - July 2006
Blacksmith Applications  March 2004 - July 2005
Fidelity Investments   1999 - 2003
Fidelity Investments Systems Co.   May 1999 - September 2000

Skills
SaaS, Enterprise Software, Business Intelligence, Business Process, ERP, Salesforce.com, Cloud Computing, Integration, Consulting, Business Analysis, Demand Forecasting, Program Management, Supply Chain Management, Business Process..., CRM, Oracle Applications, Value Based Selling, Start-ups, Demand Planning, Cross-functional Team..., Supply Chain, Change Management, Business Alliances, Analytics, Sales, Product Marketing, Project Planning, Supply Chain..., Business Strategy, Forecasting, Management Consulting, Oracle E-Business Suite, Process Consulting, Partner Development, Complex Transactions, Software Integration, Trade Promotions, High Growth, Partner Marketing, Building Alliances, Strategy, Management, Solution Selling, Leadership, Business Development

Education
Northwestern University   1984 — 1989
BS

St. Paul's School   1980 — 1983

Srivatsan Santhanam, PMP Srivatsan Santhanam, PMP Toronto, Canada Area Details
Srivatsan Santhanam, PMP's Fidelity Investments Experience January 2008 - January 2009
Job Portfolio Director, Digital Channels, TD Bank
Industry Banking
Experience
TD  October 2014 - Present
TD  February 2014 - September 2014
TD  October 2012 - January 2014
RBC  February 2010 - October 2012
Wal-Mart  January 2009 - February 2010
Fidelity Investments   January 2008 - January 2009
Fidelity Investments   March 2004 - January 2008
Fidelity Investments   October 2002 - March 2004
CMC LTD  April 2001 - September 2002

Skills
SDLC, Project Management, PMO, Integration, Vendor Management, Project Delivery, Leadership, Management, CRM, Business Process..., Project Portfolio..., Visio, Program Management, Oracle Applications, IT Strategy, Risk Management, Oracle E-Business Suite

Education
Northwestern University - Kellogg School of Management   2013 — 2014
Kellogg-Schulich Executive MBA, Leadership and Strategy

York University - Schulich School of Business
Kellogg-Schulich Executive MBA, Leadership, Finance and Strategy

Project Management Institue   2009 — 2009
Project Management Professional (PMP), Project Management

Eric Noel Eric Noel United States Details
Eric Noel's Fidelity Investments Experience July 2015 - Present
Job Financial Fraud at Wells Fargo
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Wells Fargo  June 2014 - July 2015
Wells Fargo  January 2013 - June 2014
Marquette Golf Club   April 2008 - May 2012

Skills
Customer Service, Sales, Microsoft Excel, Microsoft Office, Marketing, Leadership, PowerPoint, Microsoft Word, Social Media, Time Management, Team Leadership, Financial Analysis, Teamwork, Sales Management, Event Planning, Banking, Finance, Customer Satisfaction, Accounting, Credit, Loans, Social Networking, Marketing Strategy, Risk Management

Education
Northern Michigan University   2008 — 2012
Bachelor's of Finance, Corporate Finance and Risk Management

MSHS

Vicki Burke Vicki Burke Cincinnati Area Details
Vicki Burke's Fidelity Investments Experience 2000 - 2005
Job Education and IROC Coordinator
Industry Nonprofit Organization Management
Experience
Greater Cincinnati Northern Kentucky Apartment Association   May 2014 - Present
Greater Cincinnati Northern Kentucky Apartment Association   August 2012 - May 2014
INC Research (formerly Kendle International)   May 2006 - May 2012
Fifth Third Bank  October 2005 - May 2006
Fidelity Investments   2000 - 2005
Three Rivers District Health Department   1998 - 2000
Kentucky Higher Education Assistance Authority  1994 - 1998
Kentucky Higher Education Assistance Authority  1989 - 1994
Internal Revenue Service  1988 - 1989
University of Cincinnati  1987 - 1988

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Windows, Outlook, Budget, Public Speaking, Editing, Data Analysis, Interpersonal Skill, Communication Skills, Lotus Notes, Clinical Trials, Academic Advising, Teamwork, Leadership, Management, Coordination, Higher Education, Compliance, Non-profits, Newsletters, Problem Solving, Quality Auditing, Writing, Root Cause Analysis, Contract Management, Conference Coordination, Team Management, Development & delivery..., Budgets, Human Resources, ICH-GCP, GCP, Clinical Research, Oracle Clinical, Nonprofits, Program Management, 21 CFR Part 11, Communication

Education
Eastern Kentucky University   1982 — 1984
Master of Arts, College Student Counseling and Personnel Services

Northern Kentucky University   1972 — 1977
Bachelor of Science, Business Administration

Paul Denton, CTP Paul Denton, CTP Greater Boston Area Details
Paul Denton, CTP's Fidelity Investments Experience June 2013 - February 2015
Job AVP | Project Management Consultant Asset Liability Management
Industry Financial Services
Experience
State Street  February 2015 - Present
Fidelity Investments   June 2013 - February 2015
UNC Kenan-Flagler  July 2011 - May 2013
The Home Depot  May 2012 - August 2012
Office of the Comptroller of the Currency  January 2008 - July 2011
Office of the Comptroller of the Currency  January 2007 - January 2008
TD Ameritrade  April 2006 - January 2007

Skills
Corporate Finance, Capital Markets, Financial Institutions, Interest Rate Risk..., Credit Risk, Credit Analysis, Strategy, Liquidity Risk, Financial Analysis, ALM, Funding, Pricing Strategy, Management Consulting, Liquidity Management, Chartered Financial..., Finance, Project Management, regulatory capital, CFA Level 3 Candidate, Certified Treasury..., SPIN Sales Training, Pricing Analysis, Volunteer Management, Loan Portfolio Analysis, Price Risk, Regulatory Affairs, Financial Modeling, Analysis, Financial Risk, Business Modeling, Financial Services, Leadership, Risk Management

Education
UNIVERSITY OF NORTH CAROLINA, Kenan-Flagler Business School   2011 — 2013
Master, Business Administration

UNIVERSITY OF SOUTH DAKOTA, Beacom School of Business   2002 — 2005
Bachelor of Business Administration, Finance Emphasis

Northern State University   2001 — 2002
BS, Finance

Trevor Rossow, MAcc Trevor Rossow, MAcc Cincinnati Area Details
Trevor Rossow, MAcc's Fidelity Investments Experience March 2012 - September 2013
Job Financial Professional
Industry Financial Services
Experience
Large Financial Services Company  September 2014 - Present
Western & Southern Financial Group  September 2013 - September 2014
Fidelity Investments   March 2012 - September 2013
Fidelity Investments   July 2007 - March 2012
Bank of Kentucky   June 2006 - June 2007
Huff   June 2005 - May 2006
YMCA  June 1999 - June 2005
Cincinnati Bell Wireless  September 2002 - March 2005

Skills
General Securities..., Technical Sales, Tax, Finance, Banking, Securities, Retirement, Risk Management, Equities, Management, Employee Benefits, Leadership, Options, IRAs, Credit, Trading, Customer Service, Margin, Series 7, Series 63, Mutual Funds

Education
Northern Kentucky University   2009 — 2011
Masters, Accounting

Northern Kentucky University   2009 — 2011
BACHELOR OF SCIENCE, Finance

Thomas Stave Thomas Stave Greater Chicago Area Details
Thomas Stave's Fidelity Investments Experience February 2010 - October 2010
Job Business Development Manager at Uncorkd
Industry Marketing and Advertising
Experience
Uncorkd  July 2014 - Present
Groupon  January 2012 - March 2014
Fifth Third Bank  October 2010 - October 2011
Fidelity Investments   February 2010 - October 2010
Fidelity Investments   April 2007 - February 2010
Penn Station  November 2006 - June 2007

Skills
Finance, Financial Services, Management, Leadership, Equities, Securities, Mutual Funds, Bloomberg, Sales, Accounting, Budgets, Valuation, Customer Service, Derivatives, Time Management, Salesforce.com, Microsoft Excel, Lead Generation

Education
Northern Kentucky University   2005 — 2009
BS, Business; Finance

Dave Corbett Dave Corbett Greater Boston Area Details
Dave Corbett's Fidelity Investments Experience 2002 - 2002
Job Director, Sales Development at Trifacta
Industry Internet
Experience
Trifacta  2015 - Present
CVS Caremark Corporation  2013 - 2014
Imagitas  2012 - 2013
Imagitas  2008 - 2012
Imagitas  2006 - 2008
New Directions, Inc.   2003 - 2006
Fidelity Investments   2002 - 2002
The Walt Disney Company  1999 - 2001
United Airlines  1998 - 1999
United Airlines  1997 - 1998

Skills
E-commerce, Advertising, Strategic Partnerships, Product Management, Start-ups, Online Marketing, Strategy, Cross-functional Team..., Business Development, Mobile Devices, Lead Generation, Analytics, Marketing, Online Advertising

Education
Northwestern University - Kellogg School of Management   2001 — 2003
MBA, Marketing, Finance, Entrepreneurship

University of California, Los Angeles   2000 — 2000
Mathematics for Management (through extension pgm)

Northwestern University   1991 — 1995
BA, Economics

GDA

Tyson Cobb Tyson Cobb Cincinnati Area Details
Tyson Cobb's Fidelity Investments Experience April 2013 - Present
Job Benefits Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Fidelity Investments   June 2006 - April 2013
Fidelity Investments   November 2000 - June 2006
Fidelity Investments   August 1999 - November 2000
US Bank  October 1996 - August 1999
Lapeer County Bank & Trust   July 1994 - October 1996

Skills
Mobile Applications, Regulatory Requirements, Business Analysis, Business Process Design, User Interface, Process Improvement, Problem Solving, Qualified Retirement..., Data Analysis, Program Management, Consulting

Education
Lapeer West High School   1980 — 2006

Northern Kentucky University
Business Technology

Frank Mroz Frank Mroz Greater Boston Area Details
Frank Mroz's Fidelity Investments Experience September 1996 - December 2012
Job Sr. Solutions Engineer
Industry Information Technology and Services
Experience
TJX  March 2013 - Present
Fidelity Investments   September 1996 - December 2012
John Hancock  1985 - September 1996

Skills
SDLC, Agile Methodologies, Integration, Linux, Business Analysis, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Business Intelligence, Requirements Gathering, Oracle, Visio, PL/SQL, Software Development, Unix, SOA, Microsoft SQL Server, Java Enterprise Edition, Databases, Program Management, Agile Project Management, Process Improvement, Quality Center

Education
Northwestern University
BA

Rico Tarver Rico Tarver Greater Los Angeles Area Details
Rico Tarver's Fidelity Investments Experience June 2015 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Scottrade  September 2014 - June 2015
TD Ameritrade  October 2013 - September 2014
Managers Investment Group  April 2010 - October 2013
Managers Investment Group  December 2007 - April 2010
Marketing Werks  February 2006 - June 2007
Cynergy Data  2007 - 2007

Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning

Education
Northwestern University   2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice

William Messenger William Messenger Newport, Kentucky Details
William Messenger's Fidelity Investments Experience June 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2014 - Present

Skills
401k, Asset Allocation, Retirement, Securities, Investments, Uniform Combined State...

Education
Northern Kentucky University   2005 — 2011
Bachelor of Arts (BA)

Adam Stavisky Adam Stavisky Greater Boston Area Details
Adam Stavisky's Fidelity Investments Experience November 2004 - Present
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2004 - Present
Mercer  January 2001 - October 2004
Hewitt Associates  January 1995 - December 2000
Towers Perrin  1993 - 1994

Skills
Actuarial Science, Leadership, Management, Employee Benefits, Process Improvement, Retirement, Defined Benefit, Healthcare, Pensions, Strategic Planning, Benefits Administration, ERISA, Change Management, Insurance, Vendor Management, Financial Services, Executive Pay, Defined Contribution, Strategy, 401k

Education
Northwestern University   1985 — 1989
BA, Mathematics

UCLA   1989 — 1990
MA, Mathematics

Jennifer Boynton Jennifer Boynton Washington D.C. Metro Area Details
Jennifer Boynton's Fidelity Investments Experience June 1994 - July 1997
Job Asst. Dean, MBA Career Center at Georgetown University
Industry Higher Education
Experience
Georgetown University  February 2009 - Present
Atticus Capital  January 2008 - January 2009
Goldman Sachs  August 1999 - January 2008
Fidelity Investments   June 1994 - July 1997

Skills
Coaching, Recruiting, Management, Investments, Trading, Strategy, Business Strategy, Project Management, Strategic Planning, Leadership

Education
Northwestern University - Kellogg School of Management   1997 — 1999
MBA, Finance, Marketing

Tufts University   1990 — 1994
BS, Engineering

St Andrews School   1986 — 1990
HS Diploma

Terence Mulvaney Terence Mulvaney Cincinnati Area Details
Terence Mulvaney's Fidelity Investments Experience 2010 - 2010
Job
Industry Law Practice
Experience
Medpace  June 2015 - Present
The Weaver Firm   May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc.   2013 - 2013
Fidelity Investments   2010 - 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint

Education
Northern Kentucky University—Salmon P. Chase College of Law   2014 — 2017

Xavier University   2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Criminal Justice

Tiffany Hu, CFA, CPA Tiffany Hu, CFA, CPA Greater Boston Area Details
Tiffany Hu, CFA, CPA's Fidelity Investments Experience February 2011 - October 2011
Job Regulatory Strategy & Execution at State Street Global Advisors
Industry Investment Management
Experience
Arrowstreet Capital  November 2011 - July 2015
Fidelity Investments   February 2011 - October 2011
Goldman Sachs  December 2006 - February 2011
McGladrey & Pullen  September 2003 - November 2006

Education
Northwestern University - Kellogg School of Management   2007 — 2010
MBA

University of Illinois at Urbana-Champaign   2000 — 2003
Masters

Peking University   1996 — 2000
B.A

Alan Miegel Alan Miegel San Francisco Bay Area Details
Alan Miegel's Fidelity Investments Experience 1999 - 1999
Job Vice President of Sales, US West at PayFactors
Industry Computer Software
Experience
PayFactors  February 2014 - Present
Workday  March 2013 - January 2014
Workday  March 2011 - March 2013
Kenexa (through acquistion of Salary.com)   October 2010 - March 2011
Salary.com  March 2007 - October 2010
Salary.com  April 2006 - March 2007
Salary.com  January 2004 - March 2006
Bank of America (formerly FleetBoston Financial)   June 2001 - February 2004
Fidelity Investments   1999 - 1999

Skills
Salesforce.com, Solution Selling, Fundraising, Forecasting, Talent Management, Compensation, Workday, SaaS, Enterprise Software, Sales, Strategic Partnerships, Management, Mergers & Acquisitions, Applicant Tracking..., Business Strategy, Project Planning, Selling

Education
Northwestern University - Kellogg School of Management   2010 — 2012
MBA

Trinity College-Hartford   1997 — 2001
BA

Brookline High School   1993 — 1997

Erin Lales Erin Lales Greater Chicago Area Details
Erin Lales's Fidelity Investments Experience 2008 - 2010
Job Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management  August 2010 - January 2013
Fidelity Investments   2008 - 2010
JPMorgan Private Bank  July 2005 - July 2008

Education
Northwestern University   2001 — 2005

Terry Verax Terry Verax Cincinnati Area Details
Terry Verax's Fidelity Investments Experience October 2011 - Present
Job Experienced Leader / Project Manager , Marketing and Client Management in Financial Services
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Stonehouse Building Products, LLC  April 2009 - June 2011
Fidelity Investments   July 2008 - February 2009
Fifth Third Securities  March 2003 - July 2008
Fidelity Investments   December 1995 - March 2003
Fidelity Investments   1995 - 2003

Skills
Relationship Management, Leadership, Process Improvement, Team Management, Business Analysis, Management, Risk Management, Budgets, Customer Service, Call Centers, Forecasting, Vendor Management, Team Leadership, Service Delivery, Sales Management, CRM, Banking, Project Management, Business Process..., Change Management, Cross-functional Team..., Program Management, Strategy, Account Management, Strategic Planning

Education
Northern Kentucky University   1989 — 1993

Natalia Potochniak Natalia Potochniak Raleigh-Durham, North Carolina Area Details
Natalia Potochniak's Fidelity Investments Experience July 2007 - December 2010
Job Senior Technical Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   July 2007 - December 2010
SciQuest, Inc.   2004 - 2007
Peopleclick  1999 - 2004

Education
Northwestern University   1995 — 1999

Sandi Dryer Moleski Sandi Dryer Moleski Greater Chicago Area Details
Sandi Dryer Moleski's Fidelity Investments Experience January 2008 - Present
Job Vice President, Managing Director in Retirement Services
Industry Financial Services
Experience
Fidelity Investments   January 2008 - Present
MassMutual  May 2005 - 2008
Great-West Retirement Services  January 2004 - May 2005
Prudential Financial  January 2000 - January 2004
Transamerica  June 1998 - December 1999

Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63

Education
Northwestern University   1994 — 1998
BS in Speech, Communications/International Studies

Alexa Plenge Alexa Plenge Greater Boston Area Details
Alexa Plenge's Fidelity Investments Experience March 2010 - Present
Job Senior Vice President, Customer Experience
Industry Marketing and Advertising
Experience
Fidelity Investments   March 2010 - Present
Fidelity Investments   February 2008 - March 2010
Fidelity Investments   September 2004 - February 2008
Charles Schwab  2000 - 2004

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA

Washington and Lee University   1985 — 1989
Bachelors, Economics

Kevin A. W. Sheard Kevin A. W. Sheard Birmingham, Michigan Details
Kevin A. W. Sheard's Fidelity Investments Experience April 2001 - August 2006
Job Vice President, Investment Specialist, Mid Central Analyst Manager
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Tactical Allocation Group, LLC.   August 2011 - July 2014
JP Morgan Chase  November 2010 - August 2011
Charles Schwab & Co.   March 2006 - November 2010
Fidelity Investments   April 2001 - August 2006
Fidelity Investments   March 2000 - April 2001

Skills
Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Investment Management, Risk Management, Asset Managment, Investment Advisory, Strategy, Finance, Investment Strategies, Bonds, Real Estate, Financial Risk, Mortgage Lending, Asset Management, Equities, ETFs, Mutual Funds, Outsourcing, Series 63

Education
Northern Michigan University   1996 — 1998
Bachelor of Science, Sociology

Dan McCluskey Dan McCluskey Cincinnati Area Details
Dan McCluskey's Fidelity Investments Experience March 1997 - Present
Job Director, Client Service Administration
Industry Financial Services
Experience
Fidelity Investments   March 1997 - Present
Fidelity Investments   2010 - 2010

Education
Northern Kentucky University—Salmon P. Chase College of Law   2000 — 2004
JD, LAW

Xavier University - Williams College of Business   1998 — 2003
MBA, Business

University of Cincinnati   1991 — 1996

Trent Saalfeld Trent Saalfeld Cincinnati Area Details
Trent Saalfeld's Fidelity Investments Experience March 2006 - Present
Job Direct Marketing Strategy
Industry Financial Services
Experience
Fidelity Investments   March 2006 - Present
Fifth Third Bank  January 2003 - March 2006
Cadence Network  August 2000 - January 2003
Convergys  May 1999 - August 2000
Great American Insurance  May 1998 - May 1999

Education
Thomas More College   2003 — 2004
Masters, Business Administration

Northern Kentucky University   1998 — 2001
Bachelors of Science, Computer Science

Amber Fairless Amber Fairless Dallas/Fort Worth Area Details
Amber Fairless's Fidelity Investments Experience June 2000 - April 2004
Job at
Industry Financial Services
Experience
BLX Group LLC  April 2004 - Present
Fidelity Investments   June 2000 - April 2004

Education
Northwestern State University   1996 — 2000

Steve Sherrill Steve Sherrill Dallas/Fort Worth Area Details
Steve Sherrill's Fidelity Investments Experience June 2008 - February 2009
Job Soution Center Manager at DSI Systems Inc.
Industry Financial Services
Experience
DSI Systems Inc.  January 2014 - Present
Texas Press Clipping Bureau   July 2012 - January 2014
Capital One Bank  September 2009 - July 2012
Fidelity Investments   June 2008 - February 2009
IndyMac Bank  June 2005 - January 2008
Wells Fargo & Company  1996 - 2004

Skills
Change Management, Credit, Loans, Vendor Management, Workforce Management, Process Improvement, Customer Satisfaction, Relationship Management, IVR, Outsourcing, Team Leadership, Problem Resolution, Sales Coaching, Mentoring Of Staff, Performance Management, Call Centers, Sales Motivation, Management, Strategy, Business Coaching, Leadership, Mentoring

Education
Northern State University

Tim Mollman Tim Mollman Cincinnati Area Details
Tim Mollman's Fidelity Investments Experience 2007 - 2009
Job Excess & Surplus Lines Underwriter at Great American Insurance
Industry Insurance
Experience
Great American Insurance  March 2013 - Present
HealthSouth  2011 - 2013
Fidelity Investments   2007 - 2009
Great American Insurance  2002 - 2007
Fidelity Investments   2000 - 2002
Safeco Insurance  1998 - 2000
Great American Insurance  1998 - 1998
Motorists Insurance Group  1995 - 1998
Insurance Intermediaries Inc., A Subsidiary of Nationwide Insurance   1994 - 1995
American Modern Insurance Group  1989 - 1994

Skills
Medicare, Managed Care, Healthcare Management, Healthcare Information..., HIPAA, Hospitals, EMR, Nursing, Medical Terminology, Health Insurance, Medicaid, EHR, Cpr Certified, Epic Systems, Workers Compensation, Long-term Care, Case Managment, Clinical Research, Healthcare Consulting

Education
Northern Kentucky University   1984 — 1989
Bachelor of Science (B.S.), Communications

Beckfield College   2009 — 2011
Associates in Nursing, Nursing

Stephen Baggett Stephen Baggett Birmingham, Alabama Area Details
Stephen Baggett's Fidelity Investments Experience 1995 - 1997
Job Program Manager at Southern Company
Industry Information Technology and Services
Experience
Southern Company  February 2015 - Present
Southern Company  September 2010 - January 2015
Jones Stephens Corp.  February 2008 - August 2010
BMG Seltec (now FiveCubits www.fivecubits.com)   2001 - 2008
SRM Aggregates (now APAC Midsouth)   February 2000 - March 2001
Fidelity Investements  1997 - 2000
Fidelity Investments   1995 - 1997

Skills
Project Management, Business Development, ERP, Risk Management, CRM, Enterprise Software, Project Planning, Business Process, Forecasting, Product Management, Integration, Requirements Analysis, Budgets, Management, Leadership, Business Analysis, Strategic Planning, Quality Assurance, Process Improvement, Business Process..., Business Intelligence, Vendor Management, Software Development, SDLC, Management Consulting, Resource Management, PMP, Microsoft Project, Program Management, Visio, Strategy, Information Technology, Consulting, SharePoint, Databases, Analysis

Education
Northwestern State University   1991 — 1995
Bachelor of Science, Finance

Kara Wipf Foresman Kara Wipf Foresman Greater Chicago Area Details
Kara Wipf Foresman's Fidelity Investments Experience July 2007 - Present
Job Vice President at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   July 2007 - Present
Mercer  August 2000 - July 2007

Skills
Internal Communications, Strategic Communications, Employee Benefits, Corporate Communications, Communication Training, Communications Planning, Employee Engagement, HR Consulting, Marketing

Education
Northwestern University   1996 — 2000
MSJ, BSJ, Journalism

Lori Collins Lori Collins Charlotte, North Carolina Area Details
Lori Collins's Fidelity Investments Experience December 1991 - October 1996
Job Strategic Advisor, Emerging Ventures
Industry Financial Services
Experience
Charlotte Angel Fund   March 2014 - August 2015
CLT Joules   October 2013 - August 2015
Abundant Power Group   April 2010 - September 2012
LendingTree/IAC   February 2000 - June 2007
Bank of America  October 1996 - December 1999
Fidelity Investments   December 1991 - October 1996
American Express Company  August 1986 - December 1991

Education
Northwestern University - Kellogg School of Management   1985 — 1986
MBA

University of North Carolina at Chapel Hill   1978 — 1982
BS

The University of Edinburgh
Master’s Degree

US Army War College

Umang Chawla Umang Chawla Washington D.C. Metro Area Details
Umang Chawla's Fidelity Investments Experience January 2004 - October 2004
Job
Industry Financial Services
Experience
The Carlyle Group  May 2015 - Present
Deloitte  October 2013 - May 2015
Capgemini  April 2011 - October 2013
Serco - North America  March 2010 - March 2011
AES Corporation  May 2005 - September 2009
Fidelity Investments   January 2004 - October 2004
Accenture  September 1996 - January 2004

Skills
SAP, SAP HR, ERP, Business Process Design, Data Migration, Leadership, SAP Implementation, Strategy, Business Process, Management, SAP Netweaver, Business Transformation, SAP R/3, SAP Portal, Business Process..., SAP ERP, Cross-functional Team..., IT Strategy, Integration, Project Portfolio..., Business Intelligence

Education
University of Virginia Darden School of Business   2008 — 2008

Northwestern University   1992 — 1996
BS

Todd Tiemeier (CISA; CRISC; CISSP) Todd Tiemeier (CISA; CRISC; CISSP) Cincinnati Area Details
Todd Tiemeier (CISA; CRISC; CISSP)'s Fidelity Investments Experience October 2006 - January 2014
Job Program Manager Vendor Risk Governance at AIG
Industry Financial Services
Experience
AIG  September 2014 - Present
Santander Bank, N.A.   January 2014 - July 2014
Fidelity Investments   October 2006 - January 2014
Fidelity Investments   October 2005 - October 2006
Fidelity Investments   June 2003 - October 2005
Fidelity Investments   March 2000 - June 2003
Fidelity Investments   January 1998 - March 2000
Fidelity Investments   June 1995 - January 1998

Skills
Vendor Management, Vendor Relations, Risk Management, Risk Assessment, Risk Mitigation, Risk Analysis, Credit Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Market Risk, CISA, CISSP, Risk, Governance, Compliance, Security, ISO 27001, Audit, IT Risk, Business Continuity, Business Analysis, Vendor, Operations Management, Incident Management, Outsourcing, Change Management, Privacy, Contract Management, Internal Controls, Data Privacy, Due Diligence, Policy, Access, SLA, HIPAA, OCC, FDIC, MA Reg, Archer, VMIS, Third Party Vendor..., Third Party Vendors, Contract Negotiation, CRISC, Financial Risk

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

Michele Parisey Michele Parisey Cincinnati Area Details
Michele Parisey's Fidelity Investments Experience January 1996 - June 2003
Job Attorney & Benefits Consultant
Industry Human Resources
Experience
Michele Parisey   August 2006 - Present
Kao Brands  2008 - 2010
Toyota  June 2003 - August 2006
Fidelity Investments   January 1996 - June 2003

Skills
Employee Benefits, Deferred Compensation, Employee Relations, Management, Retirement, Investments, Vendor Management, Project Management, Human Resources, Pensions, Succession Planning, 401k, Defined Contribution

Education
Northern Kentucky University—Salmon P. Chase College of Law   2000 — 2004
JD, Law

Xavier University   1997 — 1999
MBA, Business

University of Cincinnati College of Business   1989 — 1994
BBA, Finance & Real Estate

Laura Hartung Laura Hartung Cincinnati, Ohio Details
Laura Hartung's Fidelity Investments Experience 2006 - 2008
Job Vice President of Programs
Industry Nonprofit Organization Management
Experience
Cincinnati Works  May 2013 - Present
Cincinnati Works  July 2010 - Present
Lee Hecht Harrison  April 2009 - July 2010
Fidelity Investments   2006 - 2008
Fidelity Investments   2003 - 2006
Fidelity Investments   2001 - 2003

Skills
Leadership, Training, Management Consulting, Employee Training, Adult Education, Performance Consulting

Education
Northwestern University
B.S., Communications

University of Wyoming
none, Marketing

Brody Reese Brody Reese Greater Boston Area Details
Brody Reese's Fidelity Investments Experience March 2005 - June 2006
Job Experienced Project Manager and Retirement Consultant
Industry Management Consulting
Experience
Mercer Management Consulting  August 2011 - Present
TreeTop Technologies  November 2008 - August 2011
Bella Consulting   June 2006 - November 2008
Fidelity Investments   March 2005 - June 2006
Diversified Investment Advisors  July 2004 - March 2006
Fidelity Investments   June 2002 - June 2004
Andrews Survey & Engineering, Inc.   December 1995 - June 2002
Mercer Management Consulting  August 1995 - December 1995
Towers Watson  December 1993 - August 1995

Skills
Databases, Project Management, Pensions, Process Improvement

Education
Northern Michigan University   1990 — 1993
BS, Computer Science and History

Mardi (Oliver) Turner Mardi (Oliver) Turner Houston, Texas Area Details
Mardi (Oliver) Turner's Fidelity Investments Experience 1995 - 1997
Job Project Mgr/Senior Analyst at Oakbrook Solutions
Industry Banking
Experience
Oakbrook Solutions  November 2003 - Present
JPMorgan Chase  1995 - Present
JPMORGAN CHASE BANK  1995 - Present
Fidelity Investments   1995 - 1997
Premier Solutions  1994 - 1995
IMIS   1994 - 1995
Sanchez Computer Associates  1993 - 1994
SEI Investments  1976 - 1988
SEI Corporation, Valley Forge, PA   1976 - 1988

Education
Rider University   1972 — 1975
MBA, Organizational Behavior

Northwestern University   1965 — 1966
BA, Mathematics

Michelle Sweat Michelle Sweat Cincinnati Area Details
Michelle Sweat's Fidelity Investments Experience November 2006 - Present
Job Director of Compliance at Fidelity Investments
Industry Financial Services
Experience
Origami Owl  January 2014 - Present
Fidelity Investments   November 2006 - Present
Celebrate With Us! Event Planning   August 2006 - Present
Fidelity Investments   September 1997 - Present

Skills
Process Improvement, Strategic Planning, Leadership, Vendor Management, Program Management, Customer Service, Business Analysis, Public Speaking, Analysis, Financial Services, Event Planning, Legal Compliance, People Management

Education
Northern Kentucky University—Salmon P. Chase College of Law   2001 — 2005
Doctor of Law (J.D.), Law

University of Cincinnati   1995 — 1997
Bachelor of Arts (B.A.), African-American/Black Studies

Walnut Hills High School   1987 — 1993

Walnut Hills High School

Shannon Straty Shannon Straty Dallas/Fort Worth Area Details
Shannon Straty's Fidelity Investments Experience June 2000 - January 2005
Job Corporate Trust Operations Manager
Industry Financial Services
Experience
BNY Mellon  October 2006 - Present
J.P. Morgan   January 2005 - October 2006
Fidelity Investments   June 2000 - January 2005

Skills
Operations Management, Project Management, Corporate Trust, Risk Management, Team Building, Team Leadership, Team Management, Performance Metrics

Education
Northwestern State University   1996 — 2000
Bachelor’s Degree, Business Administration and Management, General

Rachel Rice (Ringel) Rachel Rice (Ringel) Greater Boston Area Details
Rachel Rice (Ringel)'s Fidelity Investments Experience July 2007 - February 2009
Job Managing Director, CoHead of Individual Business, Retirement Plan Services at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  February 2014 - Present
New York Life Insurance Company  August 2011 - February 2014
New York Life Insurance Company  April 2010 - August 2011
Ringel Rice, LLC   April 2009 - May 2010
What's What   April 2009 - January 2010
Fidelity Investments   July 2007 - February 2009
Fidelity Investments   April 2002 - July 2007
Upromise  June 2001 - December 2001
Thompson Island Outward Bound  1999 - 2001
Mercer Management Consulting  August 1997 - September 1998

Skills
Business Case, Strategic Leadership, Business Strategy, Strategic Planning, Cross-functional Team..., Customer Experience, Cost Benefit, Financial Services, Program Management, Strategy, Competitive Analysis, Business Analysis, Analytics, Strategic Partnerships, Product Marketing, Leadership, Start-ups, Product Management, Management, Market Research, CRM, Marketing

Education
Northwestern University - Kellogg School of Management   1995 — 1997
MBA, Finance and Marketing

University of Pennsylvania   1985 — 1989
B.A., International Relations

Ann Dowd, CFP® Ann Dowd, CFP® Greater Boston Area Details
Ann Dowd, CFP®'s Fidelity Investments Experience December 2009 - Present
Job Vice President, Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments   December 2009 - Present
The Fiscal Times  May 2009 - January 2011
CBS Interactive  February 2009 - April 2009
Charles Schwab  1999 - 2009
Schwab Washington Research Group   1999 - 2002
Money Magazine  1996 - 1998
Fortune Magazine  1994 - 1996
Fortune Magazine  1983 - 1994

Education
Northwestern University   1974 — 1975
MSJ, Journalism

Smith College   1970 — 1974
BA, English and French

Williams College   1972 — 1973
English and French

chauncey holden chauncey holden Providence, Rhode Island Area Details
chauncey holden's Fidelity Investments Experience October 2010 - October 2013
Job CSO EVP Citizens Bank
Industry Financial Services
Experience
RBS Citizens Financial Group  October 2013 - Present
Fidelity Investments   October 2010 - October 2013
Fidelity Investments   1998 - 2009

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1983 — 1984
MBA, Finance

Northwestern University   1978 — 1982
BA, Economics

Tom Lalley Tom Lalley Cincinnati Area Details
Tom Lalley's Fidelity Investments Experience April 1996 - August 2000
Job Principal at John D. Dovich & Associates, LLC
Industry Financial Services
Experience
John D. Dovich & Associates, LLC   August 2000 - Present
Fidelity Investments   April 1996 - August 2000
Fidelity Investments   June 1994 - April 1996
Fidelity Investments   June 1994 - April 1996
Fidelity Investments   May 1993 - June 1994

Skills
Wealth Management, Insurance

Education
Xavier University   1996 — 1999
MBA

Northern Kentucky University   1988 — 1992
Accounting

Todd Nolan Todd Nolan Cincinnati Area Details
Todd Nolan's Fidelity Investments Experience November 2012 - Present
Job Marketing Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2012 - Present
Fidelity Investments   August 2011 - November 2012
Fidelity Investments   July 2006 - August 2011
Fidelity Investments   April 2005 - July 2006
Fidelity Investments   September 2000 - April 2005
Fidelity Investments   January 1999 - September 2000
Fidelity Investments   September 1997 - March 1999

Skills
Management, Integrated Marketing, Series 63, 401k, Project Management, Process Improvement, CRM, Series 7

Education
Northern Kentucky University   1989 — 1994
BA, Communications/Marketing

Yvonne Kahwema Yvonne Kahwema Cincinnati Area Details
Yvonne Kahwema's Fidelity Investments Experience 2010 - January 2012
Job Finance
Industry Banking
Experience
Omnicare Inc.  January 2012 - Present
Fidelity Investments   2010 - January 2012
citibank na  February 2007 - August 2009

Skills
series 7, Series 63, Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Access, Microsoft Word, Series 7, Customer Service, Public Speaking, Team Building, Finance, Project Management, Strategic Planning, Process Improvement, Banking, Credit, Leadership

Education
Northern Kentucky University   2007 — 2010
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

Northern Kentucky University   2007 — 2010
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law

Bruce Coburn Bruce Coburn Cincinnati Area Details
Bruce Coburn's Fidelity Investments Experience Director Internal Controls Program ManagementFidelity InvestmentsAugust 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Director Internal Controls Program ManagementFidelity InvestmentsAugust 2011 - Present
Fidelity Investments   July 2007 - August 2011
Fidelity Investments   January 2007 - July 2007
Fidelity Investments   May 2005 - January 2007
Fidelity Investments   February 2000 - May 2005
Fidelity Investments   June 1998 - February 2000
Fidelity Investments   November 1995 - June 1998

Skills
Internal Controls, GRC, Financial Services, Program Management, Process Improvement, Leadership

Education
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor (J.D.)

The Ohio State University
Bachelor's Degree, English

Nancy Igel Nancy Igel United States Details
Nancy Igel's Fidelity Investments Experience February 1993 - August 1999
Job
Industry
Experience
Fifth Third Securities  August 2003 - December 2004
Fidelity Investments   February 1993 - August 1999

Education
Northern Kentucky University—Salmon P. Chase College of Law   1999 — 2002
JD

Xavier University - School of Business Administration   1990 — 1992
MBA, Finance, Business Economics

Thomas More College   1985 — 1989
BA, Business Administration

Vanessa Ashley Vanessa Ashley Cincinnati Area Details
Vanessa Ashley's Fidelity Investments Experience August 2007 - September 2010
Job Legal Secretary at Cabinet for Health and Family Services
Industry Legal Services
Experience
Cabinet for Health and Family Services  October 2010 - Present
Cabinet for Health and Family Services  September 2010 - Present
Fidelity Investments   August 2007 - September 2010
Blessed Sacrament School  August 2000 - June 2007

Skills
Legal..., Customer Service, Administration Assistant, Teacher Assistant, Travel Agent, Courts, Editing, Microsoft Office, Legal Documents, Hearings, Research, Legal Research

Education
Northern Kentucky University   2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice/Psychology

Wayne High School   1980 — 1983

Venita Rankins Venita Rankins Erlanger, Kentucky Details
Venita Rankins's Fidelity Investments Experience September 1999 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1999 - Present

Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Project Management, Analysis, Software Project..., Business Process..., Risk Management, SQL

Education
Northern Kentucky University   2008 — 2014
Bachelor of Science (B.S.), Human Services

Northern Kentucky University   2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

James Twigg James Twigg Chicago, Illinois Details
James Twigg's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   February 2013 - January 2015
Fidelity Investments   December 2008 - February 2013
Merrill Lynch  October 2007 - December 2008

Skills
Financial Services, Insurance, Relationship Management, Series 7, Uniform Combined State..., Finance, Investments, Customer Service, Financial Analysis

Education
University of North Florida
Bachelor of Business Administration (BBA), Financial Services

University of North Florida
Bachelor of Business Administration (BBA), Finance, Investments Track

Northwestern University

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