Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Defense Logistics Agency August 2014 - Present
Expanding Visions Foundation March 2009 - Present
US Air Force January 2011 - August 2014
The Ohio Treasurer of State January 2010 - January 2011
Fort Washington Investment Advisors June 2009 - February 2010
The Ohio State University September 2007 - June 2009
Lerner Sampson Rothfuss 2005 - 2007
Fidelity Investments June 2004 - August 2005
Skills
Access, Analysis, Budgets, Community Outreach, Contract Negotiation, Cross-functional Team..., Critical Thinking, Data Analysis, Customer Service, Financial Analysis, Government, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Nonprofits, PowerPoint, Process Improvement, Procurement, Program Management, Project Management, Public Speaking, Strategic Planning, Team Building
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment management
Ohio University 1998 — 2003
Bachelor of Business Administration, Finance & Management Infofrmation Systems
TIAA-CREF June 2015 - Present
TIAA-CREF May 2013 - May 2015
Axis Technology, LLC March 2011 - April 2013
Wells Fargo December 2009 - March 2011
Wells Fargo May 2009 - November 2009
Fidelity Investments November 2007 - February 2009
Wachovia January 1998 - October 2007
Wachovia May 1993 - December 1997
First Union June 1988 - April 1993
Skills
Defined Benefit, Defined Contribution, Plan Conversions, Money Purchase, Non-Qualified Deferred..., Risk Management, 401k, Internal Audit, Financial Services, Program Management, Retirement, Strategy, Relationship Management, Process Improvement, Leadership, Business Process, Project Management, Six Sigma, PMO, Vendor Management, Project Portfolio..., Series 7, Integration, Change Management, Requirements Gathering, Portfolio Management, MS Project, Management, SDLC, Project Planning, Business Process..., Business Intelligence, Agile Methodologies, Business Analysis, Microsoft Project
Education
Ohio University 1981 — 1985
B.S., Communications
UNC Chapel Hill
Advanced Management, Banking
MassMutual Financial Group July 2014 - Present
Principal Financial Group August 2009 - June 2014
Fidelity Investments November 2006 - March 2009
Paychex January 1994 - November 2006
Skills
Pensions, 401k, Defined Benefit, Retirement, Retirement Planning, Series 7, Employee Benefits, Profit Sharing, Series 63, Mutual Funds, Retirement Plan..., Fixed Annuities, Series 6, Asset Allocation, Defined Contribution, Benefits Administration
Education
Ohio University 1986 — 1990
Bachelor of Science, Hearing & Speech Sciences, Business
Fidelity Investments August 2015 - Present
Occidental College September 2013 - May 2015
DineEquity, Inc. June 2013 - January 2014
The Kite Connection June 2012 - August 2013
Occidental College October 2011 - December 2011
Skills
Microsoft Excel, Economics, Microsoft Office, Operations, Customer Service, Teamwork, Presentations, Social Networking, Time Management, Accounting, QuickBooks, Access, PowerPoint, Microsoft Word, Sales, Finance, Public Speaking, Social Media, Research, Event Planning
Education
Occidental College 2011 — 2015
Economics Major with Mathematics Minor
Edison High School
Fidelity Investments July 2013 - Present
Nationwide Retirement Solutions January 2012 - July 2013
GER Loftin Wealth Advisors/United Planners' Financial Services of America January 2010 - January 2012
Pulte Homes May 2003 - December 2009
Skills
Customer Satisfaction, Investments, Customer Relations, Financial Planning, Budgeting
Education
Oglethorpe University 2011 — 2012
CFP®, Financial Planning
The University of Georgia 1998 — 2003
B.B.A, International Business; Marketing
University of Georgia - Terry College of Business 1998 — 2003
BBA, International Business
CODAC Behavioral Health Services, Inc. March 2015 - Present
Web Presence Consulting June 2013 - Present
Author of SICK by Jen Smith February 2012 - Present
Anchor Recovery Community Center May 2014 - March 2015
Fidelity Investments July 2007 - June 2013
Citizens Bank November 2006 - June 2007
Skills
Addiction Recovery, Nonprofits, Project Management, Microsoft Excel, Social Media Marketing, Investment Strategies, Management, Market Research, Mutual Funds, Customer Service, Competitive Analysis, Equities, Finance, Economics, Investments, Social Media, Asset Allocation, Digital Marketing
Education
Ohio University 2004 — 2007
Master's degree, Financial Economics
Ohio University 2002 — 2005
Bachelor of Business Administration (BBA), Business
Liberty Mutual Insurance March 2015 - Present
BlackRock April 2013 - March 2015
Fidelity Investments September 2006 - December 2012
Brown University September 2004 - September 2006
Blithewold Mansion March 2002 - September 2004
Skills
Corporate Events, Trade Shows, Sponsorship, Event Management, Meeting Planning, Event Planning, Marketing Communications, Social Media Marketing, Relationship Marketing, Integrated Marketing, Email Marketing, Marketing, Public Relations, Media Relations, Management
Education
Ohio Wesleyan University
University of Rhode Island
Bachelor of Arts (B.A.), Journalism
Richmond, The American International University in London
Fidelity Investments March 2014 - Present
Fidelity Investments August 2012 - February 2013
Fidelity Investments September 2011 - August 2012
Widmer's Cleaning & Restoration February 2009 - June 2011
Housetrends Magazine June 2008 - January 2009
Skills
Team Leadership, People Management, Financial Services, Talent Developer, Training, Customer Service, Microsoft Office, Client Relations, Relationship Management, Communication
Education
Ohio University 2004 — 2008
Bachelor of Science-Journalism, News writing and editing
Fidelity Investments July 2013 - Present
UniRush,LLC December 2011 - July 2013
Ohio University January 2012 - December 2013
UniRush,LLC January 2010 - December 2011
Loyalty360 August 2009 - January 2010
Exsell Sales Club March 2008 - August 2009
Cincinnati Pool Management June 2008 - September 2008
Skills
Marketing, Event Planning, Sales, Customer Service, Account Management, Leadership, Public Speaking, Project Management, Digital Marketing, Management, Strategy, Analysis
Education
Ohio University 2005 — 2009
Bachelor of Science, Organizational Communication
Ohio University
Master of Business Administration (M.B.A.)
Touchstone Investments April 2014 - Present
Schaeffer's Investment Research July 2013 - March 2014
Zacks Investment Management May 2012 - July 2013
Zacks Investment Management June 2008 - May 2012
Marshall Associates Inc June 2007 - December 2007
Fidelity Investments July 2006 - May 2007
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments
Education
Ohio University 2002 — 2006
Finance, Marketing
Elder
William Raveis December 2009 - Present
Residential properties June 2007 - December 2009
Fidelity Investments September 1989 - September 1997
Skills
First Time Home Buyers, REO, Residential Homes, Real Estate, Buyer Representation, Condos, Investment Properties, Foreclosures, Sellers, Single Family Homes, ABR, New Home Sales, Real Estate Transactions, Short Sales, Relocation, Listings, Referrals, Waterfront, Luxury, Resellers, Income Properties, Property Management, Property, e-PRO, Home Staging, 1031 Exchanges, National Association of..., Relocation Buyers, Buyer's Agent, SFR, Investors, HUD, First Time Home Sellers, Rentals, Real Estate License, FHA, Commercial Real Estate, Council of Residential..., Move Up Buyers, Buyers, Brokerage, Vacation Homes, New Homes, Real Property, Townhomes, Selling, Seller Representation, Seniors, Real Estate Development, Listing Homes
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Science (BS), Fine/Studio Arts, General and accounting
emma willard school 1979 — 1982
TIAA-CREF 2013 - Present
Binder Financial Planning 2011 - 2013
Fidelity Investments 2007 - 2011
Fidelity Investments 1999 - 2007
Fidelity Investments 1995 - 1999
Sherwin Williams 1990 - 1995
Skills
Retirement Planning, Investment Advisory, Financial Planning, Wealth Management...
Education
University of Colorado at Boulder 1985 — 1990
B.A., Economics
Oglethorpe University 2000 — 2001
Certificate, Financial Planning Program
Fidelity Investments 2015 - Present
Education
Xavier University 2007 — 2009
M.Ed., Human Resource Development
Ohio University 1992 — 1995
B.A., English, Psychology
Vantiv November 2014 - Present
Communications Strategies 2013 - November 2014
Fidelity Investments 2012 - 2012
LensCrafters; Luxottica Retail 2010 - 2011
Johnson & Johnson; Ethicon Endo-Surgery 2008 - 2010
Whirlpool Corporation 2005 - 2008
Whirlpool Corporation 1999 - 2005
Whirlpool Corporation 1997 - 1999
Central Ohio Diabetes Association 1993 - 1997
Edward Orton Jr. Research Foundation 1992 - 1993
Skills
Public Relations, Employee Communications, Change Management, Corporate Communications, Executive Communications, Strategic Planning, Community Relations, Intranet, Healthcare, Non-profits, Strategic Communications, Social Media, Media Relations, Crisis Communications, Writing, Leadership, Employee Engagement, Internal Communications, Marketing, Marketing Communications, Fundraising, Communications Planning, Newsletters
Education
Ohio University
Bachelor of Science in Journalism, Scripps School of Journalism, Honors Program
Wisconsin Department of Public Instruction January 2015 - Present
2 Rivers Bicycle and Outdoor November 2010 - Present
Wisconsin Interactive Network December 2013 - January 2015
Trek Bicycle Corporation July 2004 - January 2013
Fidelity Investments September 1993 - July 2004
Skills
Sales, Entrepreneurship, Small Business, Leadership, Team Building, Start-ups, Management, Marketing, Strategic Planning, Retail, Customer Service, Sales Management
Education
The University of Dallas 2000 — 2004
Master of Business Administration (M.B.A.), Software Development Management, 3.6 GPA
Ohio University 1989 — 2003
Bachelor's Degree, Sport and Fitness Administration/Management, Business, Psychology, 3.2 GPA
ESSC, Inc. January 2000 - Present
Fidelity Investments 1993 - 1995
Skills
Team Building, Sales Management, Customer Service, Entrepreneurship, Marketing, New Business Development, Social Media, Change Management, Account Management, Business Development, Leadership, Public Speaking, Strategic Planning, CCTV, Microsoft Office, Surveillance, Access Control, Coaching, Sales, Security
Education
Ohio University 1986 — 1990
BS, Communication/English
University of Southern California
MS, Educational Psychology
Fidelity Investments October 2011 - Present
Coffee Emporium September 2008 - July 2011
Personal Family June 2007 - July 2011
EXPRESS June 2010 - June 2011
Target August 2006 - November 2009
Dance Etc. June 2006 - June 2007
Skills
Microsoft Office, Social Networking, Data Collection, Research, Data Analysis, Customer Service, Public Relations, Teaching, PowerPoint, Data Entry, Event Planning, Analysis
Education
Xavier University 2008 — 2011
Bachelors of Science, Psychology
Ohio University 2007 — 2008
John Hancock Life Insurance Company (U.S.A.) June 2007 - Present
Fidelity Investments January 1990 - February 1992
New England Life Insurance Company June 1981 - January 1990
Skills
Insurance, Life Insurance, Fixed Annuities, Business Analysis, Long-term Care, Actuarial Science, Risk Management, Long Term Care Insurance, ALM, Retirement, Business Development
Education
University of Michigan 1980 — 1981
Actuarial Science
Ohio University 1977 — 1980
Bachelor of Science (BS), Mathematics
Kaiser Permanente December 2013 - Present
Western Union / Experis September 2012 - November 2013
Visa January 2012 - September 2012
Broadridge Financial Solutions, Inc April 2010 - February 2012
Raytheon January 2007 - February 2010
Fidelity Investments August 1998 - February 2007
Fidelity Investments January 1998 - January 2007
Skills
PMP, ITIL, MS Project, Six Sigma, Project Management, PMO, Leadership, Integration, IT Management, Enterprise Software, Disaster Recovery, Cross-functional Team..., Change Management, Business Intelligence, Active Directory, Microsoft Project, SDLC, Vendor Management
Education
Occidental College
Bachelor of Arts, Music
University of Southern California
Fidelity Investments July 2014 - Present
Fidelity Investments January 2014 - July 2014
Fidelity Investments January 2012 - January 2014
Cleveland Cavaliers September 2010 - January 2012
Lake Erie Monsters April 2007 - September 2010
Cleveland Cavaliers 2006 - 2007
National City Bank 2006 - 2006
Greater Cleveland Sports Commission November 2004 - January 2005
Skills
Series 7, Strategic Financial..., Cpr Certified, Fitness Instructor, Health Insurance, Life Insurance, Series 66, Series 9/10
Education
Ashland University 2012 — 2014
Master of Business Administration (MBA), Executive Management
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Sports Sciences (B.S.), Finance, Business Pre-Law, Sports Management
Centennial, Inc. January 2013 - Present
Centennial, Inc. May 2008 - Present
Xperianz April 2006 - May 2008
Fidelity Investments November 1986 - February 1997
Skills
Project Planning, New Business Development, Permanent Placement, Strategic Consulting, Strategic Leadership, Deferred Compensation, Strategic Sourcing, Talent Acquisition, Sales Operations, Lead Generation, Income Statement, Financial Reporting, Coaching, Management, Strategic Partnerships, Cross-functional Team..., Interviews, Sales, Contract Negotiation, Executive Management, Hiring, Building Relationships, Manufacturing, Strategy, Leadership Development, Change Management, Talent Management, Applicant Tracking..., Team Building, Financial Services, Employee Engagement, Business Development, Succession Planning, Career Counseling, Customer Service, Internet Recruiting, Leadership, Negotiation, Executive Search, Executive Coaching, Recruiting, Sourcing, Networking, Management Consulting, Human Resources, Sales Management, Employer Branding, Account Management, Training, Employee Training
Education
Ohio University 1980 — 1984
BA, Sociology/Criminology
Fidelity Investments June 2011 - Present
Fidelity Investments November 2006 - June 2011
Fidelity Investments 1998 - 2002
Fidelity Investments 1996 - 1998
Skills
Financial Services, Business Analysis, Relationship Management, Project Management, Process Improvement, Program Management, Cross-functional Team..., Series 6, Series 63, Marketing Communications, Vendor Management, Strategy, Competitive Analysis, CRM
Education
Centerville High School
Ohio University
Business Administration, Marketing
Fidelity Investments July 2011 - Present
Brower Insurance Agency July 2010 - August 2010
Motorists Insurance Group June 2010 - July 2010
Ohio Northern University October 2009 - June 2010
Ohio Northern University July 2009 - October 2009
Skills
Finance, New Business Development, Series 7, Retirement
Education
Ohio Northern University 2007 — 2011
Bachelor of Science in Business Administration, Finance, Management
MUFG Union Bank, N.A. May 2013 - Present
Union Bank May 2009 - May 2013
E*TRADE Financial September 2006 - May 2009
SunTrust Bank December 2003 - September 2006
The Home Depot January 2002 - October 2003
American International Group December 1999 - January 2002
Fidelity Investments October 1993 - December 1999
CBS Personnel August 1992 - October 1993
GE Capital August 1991 - August 1992
Skills
Program Management, Strategic Planning, Customer Service, Technology Management, IT Transformation, Vendor Management, Process Improvement, Change Management, Banking, Project Management, Call Center, Business Analysis, Business Process..., Risk Management, Operations Management, Call Centers
Education
University of Phoenix 2004 — 2005
MBA, Technology Management
Ohio University 1987 — 1991
BA, International Studies
InnerWorkings June 2015 - Present
Gannett February 2014 - June 2015
Fidelity Investments July 2011 - September 2013
Fidelity Investments October 2010 - July 2011
Ohio University March 2006 - June 2010
Ohio University Activities 2006 - 2010
Kings Island June 2002 - July 2009
Skills
Customer Service, Management, Advertising, Series 63, Microsoft Office, Microsoft Excel, Trading, PowerPoint, Microsoft Word, Public Speaking, Outlook, Communication Skills, Marketing, Series 7, Project Management
Education
Ohio University 2006 — 2010
Bachelor of Science in Communication, Organizational Communication and related area in Spanish
Loveland High School 2002 — 2006
AT&T Wireless March 2008 - Present
Sakson & Taylor January 2007 - January 2010
Volt Technical Resources November 2004 - November 2006
The Register-Guard March 2003 - April 2005
Fidelity Investments 1994 - 1999
Skills
Project Management, Business Analysis, Program Management, Content Management, Marketing, Vendor Management, Mobile Devices, Product Management, Agile Methodologies, User Experience, Technical Writing, Content Strategy, Budgets, Account Management, SharePoint, Editing, Customer Service, Consulting, Python, Data Analysis
Education
University of Oregon 1999 — 2002
Computer Science
Ohio University 1983 — 1985
Journalism
Bishop Shanahan
Tru Progress Group, LLC May 2009 - Present
Fidelity Investments December 2012 - March 2015
Minerallac Company June 2005 - December 2012
Hill-Rom IT Solutions 2007 - May 2009
The TeleworX Group August 2005 - June 2007
Airimba Wireless May 2004 - August 2005
Sony Ericsson November 2001 - December 2003
Sony Ericsson October 2000 - November 2001
Ericsson June 1997 - October 2000
GTE Wireless August 1986 - June 1997
Skills
Product Development, Cross-functional Team..., Wireless, Telecommunications, Product Management, Product Marketing, Program Management, Project Management, Strategic Planning, Product Launch, Business Strategy, Business Process..., Management, Business Development, Enterprise Software, Mobile Devices, PMP, Six Sigma, Training, Project Portfolio..., Budgets, Strategy
Education
University of North Carolina at Greensboro 1980 — 1982
MBA
Ohio Wesleyan University 1970 — 1974
BA
Tabor Academy
Fidelity Investments April 2014 - Present
Ohio University March 2009 - June 2010
Education
Ohio University 2006 — 2010
Humana September 2010 - October 2012
- March 2009 - September 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
LexisNexis 1999 - 2001
LexisNexis 1994 - 1999
Fifth Third Bank 1993 - 1994
Chiquita 1992 - 1993
University of Cincinnati Hospital 1991 - 1992
Education
Ohio University 1987 — 1991
B.S., Interior Design
Waldron Private Wealth June 2015 - Present
Fidelity Investments June 2014 - July 2014
Waldron Wealth Management May 2013 - September 2013
Skills
Sports, Microsoft Excel, Public Speaking, Social Media, Time Management
Education
Ohio University 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Creative:Mint December 2006 - Present
Fidelity Investments 2002 - 2006
Arnold Worldwide March 2002 - April 2002
Razorfish January 1999 - January 2002
Hatmaker October 1996 - May 2000
Bravo TV July 1995 - October 1996
Interbrand January 1993 - January 1995
Public Good June 1992 - August 1993
Skills
Typography, Photography, Design Strategy, Design Management, Business Strategy, Print Production, Visualization, Visual Identity, Animation, Experience Design, Brand Development, Creative Direction, Advertising, Concept Development, Marketing Strategy, Social Media, Creative Development, User Experience, Web Design, Art Direction, Corporate Identity, Marketing Communications, Graphic Design, Copywriting, Motion Graphics, Digital Strategy, Creative Strategy, Brand Implementation, Logo Design, Interaction Design, User Interface Design, Corporate Branding, Adobe Creative Suite, Interactive Advertising
Education
University of Westminster 2003 — 2006
MBA, Design Management
Rhode Island School of Design 2003 — 2005
Graphic Design - Semiotics workshops, Graphic Design - Semiotics
Ontario College of Art & Design 1988 — 1992
Diploma, Graphic Design, Film/Animation
Data Recognition Corporation March 2015 - Present
City of Blue Ash Fire Department May 2014 - March 2015
Morris Furniture Co., Inc. November 2010 - May 2014
Fidelity Investments October 2007 - February 2010
Cost Plus World Market November 2004 - September 2007
Cincinnati Zoo and Botanical Garden February 2006 - November 2006
Cincinnati Zoo and Botanical Garden September 2005 - November 2005
Midwest Biodiversity Institute June 2004 - October 2004
Skills
Marketing, Public Relations, Logistics, Sales, Team Building, Negotiation, Sales Management, Operations Management, Coaching, Merchandising, Leadership, Management, Project Management
Education
Ohio University 2000 — 2004
Bachelor of Science, Wildlife Biology
Foster & Motley, Inc. March 2015 - Present
LifeTime Fitness December 2013 - March 2015
Urban Active June 2012 - December 2013
Grace Chapel September 2008 - January 2009
Fidelity Investments March 2000 - October 2002
Deskey Associates March 1999 - March 2000
Campus Crusade for Christ April 1997 - March 1999
Skills
Leadership, Marketing, Team Building, Project Management, Event Planning, Strategy, Client Relations, Client Services, Finance, Communication, Fitness Training, Mulit-tasking, Sales, Motivating clients, Health Education, Sports Nutrition
Education
Ohio University 1992 — 1996
Bachelor's degree, Communications
Fidelity Investments June 2015 - Present
Fidelity Investments November 2013 - June 2015
Fidelity Investments November 2010 - November 2013
Fidelity Investments October 2009 - November 2010
Fidelity Investments November 2007 - October 2009
Skills
Financial Services, Business Analysis, Customer Service, Project Management, Process Improvement
Education
Ohio University 1995 — 1997
Master's degree, International Relations and Affairs
State University of New York College at Plattsburgh 1993 — 1995
Bachelor's degree, Psychology
Fidelity Investments June 2015 - Present
Cam Taylor Co. Realtors Ltd. July 2010 - May 2014
Brookside Country Club May 2013 - November 2013
Panera Bread August 2012 - March 2013
Skills
Fixed Income Analysis, Customer Service, Investments, Leadership, Teamwork, Public Speaking, Microsoft Word, Social Media, PowerPoint, Microsoft Office, Management, Financial Analysis, Time Management, Microsoft Excel, Business Process..., Research, Finance
Education
Ohio University 2014 — 2018
Economics, Finance, Sophomore
LPL Financial May 2015 - Present
LPL Financial August 2014 - Present
Coffee Ambassador February 2014 - August 2014
Easter Seals Nevada August 2012 - November 2013
Easter Seals Nevada June 2010 - August 2012
Easter Seals Nevada March 2009 - June 2010
Easter Seals Nevada July 2007 - March 2009
Fidelity Investments 2006 - 2007
Skills
Strategic Planning, Public Speaking, Event Planning, Nonprofits, Fundraising, Microsoft Excel, Program Development, Social Media, Non-profits, Leadership, Community Outreach, Project Management, Marketing Strategy, Sales, Outside Sales, Grant Writing, Leadership Development, Volunteer Management
Education
Ohio University
B.S., Finance
Fidelity Investments August 2014 - Present
Fidelity Investments June 2012 - August 2014
Fidelity Investments August 2009 - June 2012
Education
Ohio University 2005 — 2009
BBA, Finance, Management
Private Investment Firm September 2014 - Present
JPMorgan Chase June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Process Improvement, Finance, Portfolio Management, Financial Modeling, Financial Analysis, Equity Research Analysis, Valuation, Asset Management
Education
Ohio Wesleyan University 2010 — 2014
Bachelor's degree, Finance Economics, Senior
Orange High School
Fidelity Investments September 2013 - Present
Veritude April 2013 - September 2013
Gold Ohio Inc. June 2012 - October 2012
Applebee's June 2010 - May 2012
Applebee's August 2007 - December 2011
Skills
Customer Service, Team Leadership, Time Management, Social Networking, Cultural Awareness, Sales, Self-driven, Microsoft Excel, Microsoft Word, Social Media, Customer Satisfaction, Leadership, Teamwork, PowerPoint, Organizing, Multitasker
Education
Ohio University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Turpin High School 2004 — 2008
Anthem January 2012 - Present
Fidelity Investments June 2011 - August 2011
Skills
Visio, C#, Microsoft SQL Server, System Integration..., Visual Web Developer, IBM Mainframe, SharePoint, IBM Rational Tools, Microsoft Office, MS Project, Web Services, XML, SoapUI, Health Insurance, Lean IT, Requirements Analysis, Software Requirements, HTML, CSS
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (BBA), Management Information Systems
Sycamore High School 2003 — 2007
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2004 - 2004
Realmont Inc. 2003 - 2004
Stride Rite January 2003 - 2003
CCBN 2002 - 2003
Forrester Research 1998 - 2001
CP Clare 1994 - 1998
Skills
Vendor Management, Financial Services, Project Management, Risk Management, Investments, Budgets, eSourcing, Financial Analysis, Process Improvement, Business Analysis, Finance, Cross-functional Team..., Procurement, Outsourcing, Supply Management, E-procurement, Program Management, Business Development, Financial Modeling, Strategic Sourcing, Change Management, Ariba, Negotiation, Strategic Planning, Relationship Management, Contract Negotiation, Contract Management, Leadership, RFP, Sourcing, Global Sourcing, Business Process...
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
University of Denver 1992 — 1994
MA, International Affairs: Technology Analysis & Mgmt.
Ohio Wesleyan University 1987 — 1991
BA, Political Science & English
Rivers School 1981 — 1987
Liberty Mutual Insurance February 2014 - Present
John Hancock Financial Services February 2011 - November 2011
John Hancock 2006 - March 2011
Fidelity Investments June 2005 - October 2006
Fidelity Investments October 2002 - June 2005
Skills
Product Development, Program Management, IT Outsourcing, Vendor Management, Relationship Management, Project Management, Leadership, Strategy, SDLC
Education
Ohio Wesleyan University
BA, Economics
Wharton Executive Education Course 2001 — 2001
eBusiness Models & Applications for eCommerce
Omnicare/CVS Health May 2015 - Present
AGILE Recruiting Group September 2014 - May 2015
Total Quality Logistics July 2013 - September 2014
Total Quality Logistics December 2010 - July 2013
Fidelity Investments October 2007 - December 2008
Starbucks June 2006 - June 2007
Staples 2004 - 2006
Kforce Technology Staffing 2002 - 2004
Trasys 1998 - 2002
Skills
Talent Acquisition, Succession Planning, Organizational..., Change Management, Conflict Resolution, Recruiting, Human Resources, Corporate Recruiting, Employer Branding, College Recruiting, Applicant Tracking..., Employee Relations, Talent Management, Executive Recruiting, Leadership Development, Workforce Planning, Organizational..., Recruiting Metrics, Military Recruiting, Behavioral Interviewing, Social Media Recruiting, Technical Recruiting, Onboarding, Contract Recruitment, Executive Search, Leadership, Interviews, Social Recruiting, Team Management, Hiring, Management, Temporary Staffing, Employee Engagement, Benefits Negotiation, Internet Recruiting, Performance Management, New Hire Orientations, Taleo
Education
Ohio University 1993 — 1996
BBA, Human Resource Mgt & Business Pre-Law
Fidelity Investments June 2015 - Present
Constant Aviation July 2014 - May 2015
New Penn Financial, LLC September 2012 - July 2014
Quicken Loans December 2011 - October 2012
Sprint by A1 Wireless August 2011 - December 2011
Terraco Erosion Control June 2007 - August 2009
Skills
Customer Service, Excel, Microsoft Office, Sales, Marketing, Finance, Cold Calling, PowerPoint, Financial Analysis, Leadership, Outlook, Microsoft Word, Time Management, Budgets, Account Management, Teamwork, Data Analysis, Social Media, Analysis, Market Research, Loans, Call Center, Social Media Marketing, Credit, New Business Development
Education
Utah State University 2009 — 2011
Jon M. Huntsman School of Business, Marketing
The Ohio State University 2008 — 2009
Marketing
Ohio University 2007 — 2008
Business
BMC HealthNet Plan May 2014 - Present
UST Global May 2011 - May 2014
Fidelity Investments September 1999 - November 2008
Fidelity Investments September 1999 - November 2008
Digital Equipment Corporation/Compaq Computer April 1986 - September 1999
Skills
SDLC, Quality Center, Software Quality..., User Acceptance Testing, Test Management, Test Automation, Quality Assurance, Program Management, Change Management, Enterprise Software, Agile Methodologies, Leadership, Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, PMP, Release Management, Testing, Software Engineering, Test Planning, Waterfall, System Testing, Integration, Software Development, HP Quality Center, Process Improvement
Education
Ohio University
Wells Fargo September 2014 - Present
Fidelity Investments July 2012 - August 2014
Fidelity Investments August 2009 - June 2012
Fidelity Investments August 2007 - August 2009
Fidelity Investments June 2006 - August 2007
Fidelity Investments November 2005 - June 2006
Skills
Business Process..., Process Improvement, Project Management, Business Analysis, Leadership, Quality Assurance, Training, Team Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
Ohio University 2001 — 2005
BA, Finance, Marketing, Management
Fidelity Investments July 2008 - Present
Education
Ohio University
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Fidelity Investments January 2014 - October 2014
C.H. Robinson May 2013 - October 2013
Ball Homes November 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Public Speaking, Sales, Finance, Analysis, Customer Service, Financial Analysis, Management, Leadership, Social Networking, Budgets
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Finance, General
Ohio Northern University 2009 — 2010
Bachelor's degree, Finance, General
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Longbow Research 2006 - Present
Fidelity Capital Markets September 1998 - September 2005
Fidelity Investments 1998 - 2005
Skills
Equity Trading, Investments, Equity Research, Series 7, Equities, Series 63, Risk Management, Fixed Income, Bloomberg, Trading, Capital Markets, FINRA, Hedge Funds, Securities
Education
Xavier University - Williams College of Business 1994 — 1996
MBA, Finance
Ohio University 1988 — 1992
Fidelity Investments April 2012 - Present
Fidelity Investments September 2005 - April 2012
Telrad 1998 - 2005
Skills
Strategic Planning, Leadership, Employee Benefits, Relationship Management, Series 63, New Business Development, Account Management, Sales Management, Sales
Education
Ohio University 1988 — 2002
Bachelor's, Education
McAuley HS
St Ignatius 1981 — 1988
Wells Fargo March 2012 - Present
Mecklenburg County October 2009 - March 2012
UNC Charlotte September 2008 - October 2009
Fidelity Investments August 2007 - September 2008
UNC Charlotte November 2005 - August 2007
Kannapolis City Schools October 2000 - November 2005
Skills
VoIP, OSPF, Cisco IOS, Cisco Technologies, VPN, DNS, Data Center
Education
Athens High School
General Studies
Ohio University
Rowan-Cabarrus Community College
A.S, Network Administration and Support
Jacobs Technology June 2015 - Present
Xecutive Metrix April 2013 - October 2014
Jacobs Technology June 2008 - April 2013
NorthStar Consulting Group June 2007 - May 2008
Xavier University Career Services Center September 2006 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Data Analysis, SPSS, Qualitative Research, Organizational..., Change Management, Leadership Development, Program Management, Performance Management, Process Improvement, Statistics, Training, Research, Microsoft Office, Leadership
Education
Xavier University 2006 — 2008
MA, Industrial/Organizational Psychology
Ohio University 2002 — 2006
BA, Psychology
Diageo May 2012 - Present
Diageo June 2010 - May 2012
Sedlak Management Consultants August 2000 - June 2010
Fidelity Investments March 1996 - August 2000
Hillshire Brands September 1994 - March 1996
Skills
Supply Chain Management, Program Management, Statistics, Solution Development, Supply Chain, Process Improvement, Logistics, Warehouse Management, Operations Management, Business Process..., Demand Planning, Six Sigma, Warehousing, Cross-functional Team..., Change Management, Management, Manufacturing, Business Process, Strategy
Education
Ohio University 1993 — 1994
MSIE, Industrial Engineering, Operations Research
Ohio University 1989 — 1993
BSIE, Industrial Engineering
Riverside High School 1987 — 1989
SunTrust Bank January 2004 - July 2005
Fidelity Investments November 1999 - September 2003
Netco Title July 1998 - April 1999
Skills
Series 63, Series 7, Investments, Risk Management, Mutual Funds, Wealth Management
Education
Ohio University 1994 — 1998
State of Maryland 2011 - Present
LexisNexis 1996 - 2010
Fidelity Investments 1993 - 1996
Skills
Project Management, Training
Education
Ohio University
BBA, Finance
Fidelity Investments February 2006 - Present
Education
Ohio Wesleyan University 2000 — 2004
Cognizant October 2013 - Present
Cognizant Technology Solutions March 2012 - Present
Infosys 2015 - 2015
Infosys 2015 - 2015
Cognizant Technology Solutions May 2011 - March 2012
Xchanging January 2010 - May 2011
Xchanging May 2007 - February 2010
Fidelity Investments July 2006 - May 2007
Fidelity Investments February 2005 - July 2006
ADDR.Com Technologies January 2004 - February 2005
Skills
Insurance, Workers Compensation, Requirements Gathering, Healthcare, Lloyds of London, London Insurance Market, Healthcare Consulting, Requirements Analysis, Requirements Management, Software Requirements, Functional Requirements, Requirements..., Business Requirements, System Requirements, General Insurance, Business Analysis, Solution Architecture, Business Process..., Data Warehousing, Data Modeling, Vendor Management, Management, Business Process..., Business Process Mapping, Gap Analysis, Software Project..., User Acceptance Testing, Business Process, Functional..., Project Delivery, System Testing, ETL, Process Consulting, SDLC, Oracle
Education
Ohio University 2002 — 2003
MBA
PSG College of Technology 1999 — 2002
B.Sc
Prema Matriculation Hr. Sec School 1991 — 1999
XII
Fidelity Investments April 2007 - Present
Education
Ohio University 2002 — 2006
Fidelity Investments February 1996 - Present
Prudential Financial Services February 1995 - February 1996
Skills
Vendor Management, SDLC, Defined Benefit, Project Management, 401k, Program Management, Process Improvement, Risk Management, Resource Management, Requirements Gathering, Insurance, Project Portfolio..., PMP, PMO, Software Project..., Business Analysis
Education
Ohio Wesleyan University 1988 — 1992
Weston High School
Fidelity Investments May 2014 - Present
U.S. House of Representatives July 2011 - May 2014
U.S. House of Representatives August 2009 - January 2011
Kilroy for Congress September 2010 - November 2010
Professor Jennifer Mason McAward May 2009 - August 2009
Baker & Hostetler LLP May 2008 - August 2008
U.S. District Court May 2007 - August 2007
Skills
Legislative Relations, Public Policy, Policy Analysis, Political Campaigns, Legal Writing, Legal Research, Research, Politics, Government, Leadership, Public Speaking, Westlaw, Policy, Political Science, Courts, Legislation
Education
University of Notre Dame Law School 2006 — 2009
J.D., Law
Ohio University 2002 — 2006
B.A., English
Bishop Watterson High School 1998 — 2002
Verizon 1988 - 2004
Fidelity Investments 1985 - 1988
Skills
Philanthropy, Public Relations, Strategic Communications, Internal Communications, Non-profit..., Writing, editing
Education
Ohio University 1974 — 1977
Bachelor of Science, Journalism
Fidelity Investments 1993 - 1995
Fidelity Investments 1989 - 1993
Fidelity Investments 1987 - 1989
Coopers & Lybrand Consulting 1984 - 1987
Champion Paper June 1983 - November 1984
Education
Ohio University 1979 — 1983
B.S., Communications
Kroger November 2008 - Present
Fidelity Investments 1993 - 2008
Fidelity Investments 1997 - 2007
Fidelity Investments 1993 - 1997
Skills
Clarity, PPM, PMO, Resource Management, Project Portfolio..., Portfolio Management, Governance, IT Governance, Process Improvement, Visio, MS Project, Process Development, Program Management, Vendor Management, Microsoft Office, Business Process, Business Process..., Business Analysis, PMP, SharePoint, Requirements Gathering, Software Project..., Requirements Analysis, SDLC, Microsoft Project
Education
Xavier University 1996 — 1998
Master of Business Administration (MBA), Concentration in Human Resources Management
Ohio University 1989 — 1993
Bachelor of Business Administration (BBA), Management and Business Law
New Hope Partners LLC January 2011 - Present
Fidelity Investments May 2005 - May 2010
Merrill Lynch August 1996 - May 2005
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance & Policy Studies
Ohio Wesleyan University 1989 — 1993
BA, Economics and Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments August 2011 - January 2015
Fidelity Investments October 2007 - December 2011
Clear Channel Communications November 2005 - September 2007
Ohio Council of Retail Merchants 2004 - 2004
Skills
Excel, Series 7, Series 63, Series 9, Series 10, Relationship Management, Customer Service, Process Improvement, Team Building, Public Speaking, Sales Presentations, Coaching, Financial Services, Sales, Strategy
Education
Ohio University 2001 — 2005
Bachelor of Arts, Political Science
Moeller High School 1998 — 2001
tradeMONSTER September 2012 - February 2015
J.P. Morgan Asset Management August 2010 - July 2012
Chase Investment Service Corporation September 2006 - August 2010
Securities America, Inc. Member FINRA/SIPC 2006 - 2006
Fidelity Investments 2001 - 2005
US Army August 1993 - June 1996
Skills
Financial Services, Series 7, Investments, Finance, Series 24, Relationship Management, Mutual Funds, Securities, Agriculture, Trading, Series 63, Equities, Options, Derivatives, Banking, Due Diligence, CRM, Financial Advisory, FINRA, Leadership, Financial Planning, Portfolio Management, Team Leadership, Leadership Development, Fixed Income, Microsoft Excel, Customer Service, Microsoft Office, Power Point, Teamwork, Financial Analysis, Microsoft Word, Analysis, Sales Management, Sales Management...
Education
Ohio University 1997 — 2000
Bachelor’s Degree, Major in Finance & Marketing with minor in Psychology, 3.5
Fidelity Investments Group Vehicle Marketing ManagerEnterprise Rent-A-Car1989 - 2003
Enterprise Rent-A-Car 1989 - 2003
Education
Ohio Dominican University 1986 — 1988
BA, History
The Vanguard group June 2012 - Present
The Vanguard Group 2006 - June 2012
Fidelity Investments 1993 - 2006
The Vanguard Group 1985 - 1992
Skills
ETFs, Series 7, Series 6, Series 63, Pensions, Banking
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA), Finance, General
Ohio Wesleyan University
BA, History
The Children's Home August 2009 - Present
Coldwell Banker July 2002 - Present
Ajilon Consulting August 2007 - October 2008
Kelly Services October 2003 - January 2007
Great American Financial Resources May 1998 - April 2002
Maultsby Enterprises August 1996 - March 1998
Harrington Benefits August 1995 - May 1996
Fidelity Investments September 1993 - May 1995
Skills
Employee Benefits, Employee Relations, Talent Management, PHR, Compensation & Benefit, Budget, Recruitment/Retention, Human Resources, Training, HRIS, Human Resource...
Education
Ohio University 1986 — 1990
Bachelors of Science, Interpersonal Communication/ HR
Ohio University
Interpersonal Communication, Human Resources Management and Services
The Christ Hospital July 2012 - Present
The Christ Hospital July 2012 - September 2012
Mercy Health Partners August 2011 - July 2012
Cincinnati Childrens Hospital Medical Center January 2010 - August 2011
Fidelity Investments September 2006 - February 2009
YWCA 2004 - 2004
Skills
Problem Solving, Customer Relations, patient care, BLS certification, Epic Systems, EKG, telemetry care, Direct Patient Care, ACLS, Microsoft Office, Healthcare, Acute Care, Hospitals, Nursing
Education
Ohio University
Bachelor of Science in Nursing
Gateway Community and Technical College 2009 — 2012
Associate of Applied Science, Nursing - RN
Great Oaks 2009 — 2009
ceritification, STNA
The Ohio State University 2002 — 2005
BA, Women's Studies
Mars Petcare May 2006 - Present
Southwestern College in Cincinnati (Tri-County) 2001 - 2006
Fidelity Investments 1997 - 1999
H J Meyers 1996 - 1997
Skills
Forecasting, Financial Reporting, Cross-functional Team..., Sales Finance, Trade Funds, Consumer Products, Process Improvement, ERP, Change Management
Education
Ohio University 1992 — 1996
BBA, Finance
Xavier University
Fixed Income Financial Company June 2011 - Present
ikaSystems September 2010 - June 2011
Accela Communications January 2003 - September 2010
ITWorld.com October 2000 - January 2003
Fidelity Investments June 1998 - October 2000
Epsilon Data Management September 1997 - June 1998
Skills
Certified by Oracle in..., Certified by WPI in..., Oracle, Databases, Java, PostgreSQL, Database Administration, ASP, XML, Software Development, JavaScript, Unix, Perl, Cloud Computing, Linux, Enterprise Software, Project Management, Windows, HTML, Digital Media
Education
Odessa Polytechnic University
Ph. D., Developing CAD/CAM systems for 3D complex surfaces
Odessa State Polytechnic University
Master's degree, Computer and Information Sciences and Support Services
Fidelity Investments May 2007 - Present
Fidelity Investments May 2007 - November 2008
Skills
Creative Services, Advertising, Adobe Acrobat, Direct Marketing, Email Marketing, Marketing Communications, Illustrator, Online Advertising, Photoshop
Education
Ohio University 1980 — 1984
BFA, Fine Arts
Peters Township High School 1976 — 1980
Silpada Designs November 2002 - Present
Fidelity Investments 1992 - 1998
Education
Ohio University
Bank of America December 2009 - Present
iFLOOR.com November 2007 - December 2008
Habitat for Humanity September 2005 - January 2007
The Leukemia & Lymphoma Society October 2005 - June 2006
Digital Handyman & Design August 2004 - December 2005
Fidelity Investments February 1999 - March 2004
Digital One March 1995 - July 1998
Education
Ohio University 1983 — 1987
Bachelor of Science, Political Science
Procter & Gamble August 2015 - Present
Acosta Sales & Marketing September 2013 - August 2015
Acosta Sales & Marketing September 2011 - September 2013
PNC February 2010 - September 2011
Ameriprise Financial Services, Inc. January 2009 - February 2010
Huntington National Bank January 2008 - January 2009
Fidelity Investments June 2007 - January 2008
Skills
Consumer Products, IRI, Grocery, Microsoft Excel, Nielsen, PowerPoint, Retail Category..., Pricing Strategy, Customer Insight, Apollo, Category Insights, dunnhumby, Market6, Forecasting, Sales, Leadership
Education
Ohio University 2003 — 2007
Bachelor of Science (B.S.), Sports Management
Fidelity Investments March 2005 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Asset Allocation
Education
Oglethorpe University 2009 — 2010
CFP, Certified Financial Planning
Oglethorpe University 2006 — 2009
Bus Admin, Economics
SDCERA September 2005 - Present
CitiStreet 2002 - 2005
Fidelity Investments 1996 - 2002
Towers Perrin 1992 - 1996
Hewitt Associates 1984 - 1992
Education
Occidental College 1977 — 1981
BA, Economics
Fidelity Investments SupervisorJ.C.Penney Regional Credit Office1984 - 2000
Education
University of Cincinnati 2000 — 2005
associate, dental hygiene
Ohio University 1978 — 1982
B.S., Communications
Actuarial Designs & Solutions, Inc. February 2011 - Present
Fidelity Investments 2004 - 2009
Fidelity Investments 2000 - 2004
Fidelity Investments 1996 - 2000
Coopers & Lybrand 1992 - 1996
George Beram & Company 1986 - 1992
The Wyatt Company 1984 - 1986
Skills
Defined Benefit, Employee Benefits, CRM, Mergers & Acquisitions, Retirement, ERISA, Pensions, Management, Leadership
Education
Ohio Wesleyan University 1980 — 1984
BA, Math and Economics
Capgemini December 2014 - Present
Capgemini July 2012 - November 2014
Capgemini August 2009 - July 2012
Fidelity Investments October 2005 - July 2009
PRD Global Services March 2001 - October 2005
Plaut Consulting September 1998 - March 2001
Andersen Consulting March 1997 - September 1998
Digital Equipment Corporation August 1986 - March 1997
Transtrak, Inc. April 1983 - August 1986
Digital Equipment Corporation June 1981 - April 1983
Education
Ohio University 1977 — 1981
BBA, Business Management
Woodhouse Day Spa June 2007 - Present
Nvogue Medispa Streets of March 2006 - March 2007
East Kemper Chiropractic January 2001 - May 2004
Fidelity Investments 1993 - 2000
Skills
Swedish, Reflexology, Relaxation, Health, Wellness, Spa, Therapeutic Massage, Deep Tissue Massage, Pain Management, Stress Management, Pregnancy, Treatment, Trigger Point Therapy, Prenatal Care
Education
Cincinnati School Medical Massage 2004 — 2005
Anatomy, Physiology, Massage
Ohio University
BA, Sociology
Fidelity Investments November 2011 - Present
Fidelity Investments March 2007 - February 2009
Fidelity Investments October 2005 - March 2007
Fidelity Investments September 2004 - October 2005
Fidelity Investments February 2002 - September 2004
Skills
Process Improvement, Mutual Funds
Education
Ohio University 1997 — 2001
Finance, Business
Standex-Meder Electronics 2014 - Present
Ahresty Wilmington Corporation May 2014 - June 2014
Navistar Inc May 2013 - December 2013
Ruskin Air Management August 2011 - August 2012
Fidelity Investments February 2011 - June 2011
DOLS/St.Bernard Soap Company August 2010 - September 2010
Setech, Inc. November 2008 - August 2009
Delphi Automotive Systems June 2004 - February 2008
Irwin Industrial Tools September 1994 - June 2004
Skills
Process Improvement, Problem Solving, Manufacturing, Automotive, Aerospace, Six Sigma, Continuous Improvement, Lean Manufacturing, Cross-functional Team..., Kaizen, Cost Reduction, 5S, Process Engineering, Operations Management, Supply Chain Management, Engineering, Product Development, Change Management, Procurement, Supplier Management, Project Planning, SPC, Team Building, Purchasing, Excel, Quality Management, ISO, Testing, Microsoft Excel, Industrial Engineering, FMEA, Pro Engineer, Engineering Management, Root Cause Analysis, Manufacturing..., Value Stream Mapping, Manufacturing..., Logistics, PPAP, APQP, Injection Molding, GD, Plastics, CAD, Supply Chain, Mechanical Engineering, TS16949, DFMEA, Materials Management, Program Management
Education
Ohio University 1983 — 1985
BSISE, Engineering
Ohio University 1978 — 1980
Bachelor's Degree, Industrial Technology
University of Cincinnati 1974 — 1978
Bachelor of Science (BS), Industial Engineering
Fidelity Investments 2007 - Present
"Healthy Me" Marketplace 2005 - 2007
Valassis 1994 - 1999
Education
Ohio University
BS, Journalism - Advertising
Fidelity Investments June 2006 - Present
Skills
Customer Service, Sales Management, Sales, Strategic Planning, Microsoft Excel, Leadership, Management, Social Media, Cold Calling, Project Management
Education
Ohio University 2002 — 2006
Bachelor's Degree, Finance
Fidelity Investments November 1993 - April 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Cincinnati 1989 — 1992
Bachelor of Arts (BA), Psychology
Ohio University 1988 — 1989
Optum June 2013 - Present
Retirement Alliance, Inc. February 2013 - June 2013
Aon Hewitt 2011 - 2012
AARP Financial November 2005 - October 2010
Fidelity Investments February 2005 - October 2005
Abbott Laboratories - Ross May 2004 - November 2004
Abbott Laboratories July 2003 - May 2004
Rockingham Nissan February 2003 - July 2003
Cintas Corporation February 2002 - December 2002
Automatic Data Processing March 2000 - January 2002
Skills
401k, Retirement
Education
Ohio University 1995 — 2000
Bachelor of Arts, History
Fidelity Investments January 2012 - Present
Fidelity Investments January 2006 - January 2012
Education
Ohio University 1983 — 1987
Bachelor, Communications
Fidelity Investments September 1993 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Education
Ohio University 1989 — 1993
Bachelor's degree, Business and Communications
Xavier University
MBA, Human Resource Management
Fidelity Investments December 2003 - Present
Education
Saint Thomas University 1999 — 2000
Master of Business Administration (MBA), Sports Management
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and marketing
Toys R Us July 2014 - Present
Interxion February 2014 - June 2014
JPMorgan Chase March 2010 - April 2011
Fidelity Investments February 2008 - March 2010
Skills
Equities, Financial Analysis, Investments, Financial Modeling, Valuation, Asset Management, Portfolio Management, Bloomberg, Fixed Income, Corporate Finance
Education
The Ohio State University 2012 — 2014
Master of Science (MS), Applied Economics
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
MBA, Finance
Ohio University 2002 — 2006
BA, Math, Business
Findlay High School
Fidelity Investments February 2007 - Present
Skills
Business Analysis, Requirements Analysis, Project Portfolio..., Project Management, Program Management, Requirements Gathering, Agile Methodologies, Project Delivery, Risk Management, Process Improvement, Business Process..., Agile Project Management, Financial Services, Analysis, Stakeholder Management
Education
Ohio University 1988 — 1990
Master of Fine Arts (M.F.A.), Film/Cinema/Video Studies
University of Kansas 1980 — 1985
Bachelor of Arts, Film/Cinema/Video Studies
Fidelity Investments 2003 - April 2012
Fidelity Investments 2008 - 2010
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Staples 1997 - 1997
Colonial Management Associates, Inc. 1996 - 1997
Fifth Third Bank 1993 - 1996
Bank One 1989 - 1993
Skills
Microsoft Office, PowerPoint, English, Windows, Research, Photoshop, Teaching, HTML, Human Resources, Customer Service
Education
Ohio University 1985 — 1989
Bachelor of Science (B.S.), Interpersonal Communications, Emphasis Business Management
Kettering Fairmont High School 1983 — 1985
Fidelity Investments February 1999 - August 2005
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Training
Education
Ohio Wesleyan University 1990 — 1994
Bachelor's degree, Political Science and Government
Fidelity Investments Investment ConsultantTD AmeritradeSeptember 2014 - July 2015
Fidelity Investments November 2013 - September 2014
Fidelity Investments November 2012 - November 2013
Fidelity Investments August 2012 - October 2012
In February 2012 - July 2012
Fidelity Investments June 2011 - February 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Strategic Planning, Project Management, Sales, Microsoft Word, Public Speaking, PowerPoint
Education
Ohio University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.9
Woodbridge World Wide September 2015 - Present
UBS November 2004 - January 2009
Fidelity Investments August 1998 - April 2004
Education
Ohio Wesleyan University 1993 — 1997
Bachelor of Arts (B.A.), Economics Management