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
Jonathan Stone Jonathan Stone Columbus, Ohio Area Details
Jonathan Stone's Fidelity Investments Experience June 2004 - August 2005
Job Contract Specialist at Defense Logistics Agency
Industry Financial Services
Experience
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

Rick Davis, CIA Rick Davis, CIA Charlotte, North Carolina Area Details
Rick Davis, CIA's Fidelity Investments Experience November 2007 - February 2009
Job Lead Business Manager IT at TIAACREF
Industry Financial Services
Experience
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

Brian Cahal Brian Cahal Columbus, Ohio Area Details
Brian Cahal's Fidelity Investments Experience November 2006 - March 2009
Job Regional Sales Director at MassMutual Financial Group
Industry Financial Services
Experience
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

AJ Libunao AJ Libunao Greater Boston Area Details
AJ Libunao's Fidelity Investments Experience August 2015 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Andrea N. Leota, CFP® Andrea N. Leota, CFP® Greater Atlanta Area Details
Andrea N. Leota, CFP®'s Fidelity Investments Experience July 2013 - Present
Job Workplace Planning and Guidance Consultant, Tax Exempt Market
Industry Financial Services
Experience
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

Jen Palo Jen Palo Providence, Rhode Island Area Details
Jen Palo's Fidelity Investments Experience July 2007 - June 2013
Job Health Home Team Coordinator/ Counselor at CODAC Behavioral Health Services, Inc.
Industry Nonprofit Organization Management
Experience
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

Dana Devoe, CMP Dana Devoe, CMP Boston, Massachusetts Details
Dana Devoe, CMP's Fidelity Investments Experience September 2006 - December 2012
Job Senior Meeting Planner at Liberty Mutual Insurance
Industry Events Services
Experience
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

Eva Grippa Eva Grippa Cincinnati Area Details
Eva Grippa's Fidelity Investments Experience March 2014 - Present
Job at
Industry Financial Services
Experience
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

Tara Barkett MBA Tara Barkett MBA Cincinnati Area Details
Tara Barkett MBA's Fidelity Investments Experience July 2013 - Present
Job Email Channel Manager at Fidelity Investments
Industry Financial Services
Experience
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.)

Michael Broxterman Michael Broxterman Cincinnati, Ohio Details
Michael Broxterman's Fidelity Investments Experience July 2006 - May 2007
Job Business Development
Industry Financial Services
Experience
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

Noelle Shiland Noelle Shiland Newport, Rhode Island Details
Noelle Shiland's Fidelity Investments Experience September 1989 - September 1997
Job Agent at William Raveis Chapman Enstone
Industry Real Estate
Experience
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

Mark Binder, CFP® Mark Binder, CFP® Greater Atlanta Area Details
Mark Binder, CFP®'s Fidelity Investments Experience 2007 - 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Carin Dunnohew Carin Dunnohew Cincinnati Area Details
Carin Dunnohew's Fidelity Investments Experience 2015 - Present
Job Content Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2015 - Present

Education
Xavier University   2007 — 2009
M.Ed., Human Resource Development

Ohio University   1992 — 1995
B.A., English, Psychology

Jay Porczak Jay Porczak Cincinnati Area Details
Jay Porczak's Fidelity Investments Experience 2012 - 2012
Job Senior Communications Business Partner at Vantiv
Industry Public Relations and Communications
Experience
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

John Raub John Raub Janesville/Beloit, Wisconsin Area Details
John Raub's Fidelity Investments Experience September 1993 - July 2004
Job Software System's Analyst & Small Business Owner
Industry Information Technology and Services
Experience
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

Melinda Gyi-White Melinda Gyi-White Peachtree City, Georgia Details
Melinda Gyi-White's Fidelity Investments Experience 1993 - 1995
Job Owner at ESSC, Inc.
Industry Security and Investigations
Experience
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

Jennafer Stricker Jennafer Stricker Cincinnati Area Details
Jennafer Stricker's Fidelity Investments Experience October 2011 - Present
Job 2011 Xavier University Graduate with a Major in Psychology
Industry Higher Education
Experience
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

David Plumb David Plumb Greater Boston Area Details
David Plumb's Fidelity Investments Experience January 1990 - February 1992
Job Vice President at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
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

Elinor Bush Elinor Bush Greater Denver Area Details
Elinor Bush's Fidelity Investments Experience August 1998 - February 2007
Job IT Project Manager (Consultant) at Kaiser Permanente
Industry Financial Services
Experience
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

Lauren Fairchild Lauren Fairchild Cleveland/Akron, Ohio Area Details
Lauren Fairchild's Fidelity Investments Experience July 2014 - Present
Job General Management Apprentice at Fidelity Investments
Industry Financial Services
Experience
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

Becky Scheeler Becky Scheeler Cincinnati Area Details
Becky Scheeler's Fidelity Investments Experience November 1986 - February 1997
Job Vice President Client Services at Centennial, Inc.
Industry Staffing and Recruiting
Experience
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

Barbara Morris Barbara Morris Flower Mound, Texas Details
Barbara Morris's Fidelity Investments Experience June 2011 - Present
Job Director, Communication Consulting at Fidelity Investments
Industry Financial Services
Experience
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

John D. Stanovich John D. Stanovich Cincinnati Area Details
John D. Stanovich's Fidelity Investments Experience July 2011 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

William Kaser William Kaser Greater Los Angeles Area Details
William Kaser's Fidelity Investments Experience October 1993 - December 1999
Job Managing Director, Information Technology at MUFG Union Bank, N.A.
Industry Banking
Experience
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

Shelby Barton Shelby Barton Cincinnati Area Details
Shelby Barton's Fidelity Investments Experience July 2011 - September 2013
Job Project Manager at InnerWorkings
Industry Marketing and Advertising
Experience
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

Marilyn Grace Rice Marilyn Grace Rice Greater Seattle Area Details
Marilyn Grace Rice's Fidelity Investments Experience 1994 - 1999
Job Project Manager/Producer at AT&T Wireless
Industry Computer Software
Experience
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

Chris Leach, PMP Chris Leach, PMP Raleigh-Durham, North Carolina Area Details
Chris Leach, PMP's Fidelity Investments Experience December 2012 - March 2015
Job Project Manager, PMP; CSM; Six Sigma Green Belt
Industry Financial Services
Experience
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

Shane Sauter Shane Sauter Cincinnati Area Details
Shane Sauter's Fidelity Investments Experience April 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Ohio University  March 2009 - June 2010

Education
Ohio University   2006 — 2010

Karla M. Dugan Karla M. Dugan Cincinnati Area Details
Karla M. Dugan's Fidelity Investments Experience 2006 - 2009
Job Process Manager at Humana
Industry Facilities Services
Experience
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

Bryan Waldron Bryan Waldron Presto, Pennsylvania Details
Bryan Waldron's Fidelity Investments Experience June 2014 - July 2014
Job Investment Analyst at Waldron Private Wealth
Industry Financial Services
Experience
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

Haig Bedrossian Haig Bedrossian Greater New York City Area Details
Haig Bedrossian's Fidelity Investments Experience 2002 - 2006
Job Creative Director, Branding
Industry Marketing and Advertising
Experience
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

Lisa Hollstegge Lisa Hollstegge Cincinnati Area Details
Lisa Hollstegge's Fidelity Investments Experience October 2007 - February 2010
Job Reader at Data Recognition Corporation
Industry Research
Experience
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

Megan Leslie Megan Leslie Cincinnati, Ohio Details
Megan Leslie's Fidelity Investments Experience March 2000 - October 2002
Job Financial Planning Assistant at Foster & Motley, Inc.
Industry Health, Wellness and Fitness
Experience
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

Maggie Gomez Maggie Gomez Cincinnati, Ohio Details
Maggie Gomez's Fidelity Investments Experience June 2015 - Present
Job Brokerage Operations at Fidelity Investments
Industry Financial Services
Experience
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

Dane Hudson Dane Hudson Columbus, Ohio Details
Dane Hudson's Fidelity Investments Experience June 2015 - Present
Job Summer Intern at Fidelity Investments
Industry Financial Services
Experience
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

Erin Fox Erin Fox Cardiff By The Sea, California Details
Erin Fox's Fidelity Investments Experience 2006 - 2007
Job Sr. Social Responsibility Consultant at LPL Financial
Industry Executive Office
Experience
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

Sarah Lehman Sarah Lehman Greater Chicago Area Details
Sarah Lehman's Fidelity Investments Experience August 2014 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
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

Austin Viny Austin Viny Cleveland, Ohio Details
Austin Viny's Fidelity Investments Experience May 2012 - August 2012
Job Analyst
Industry Financial Services
Experience
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

Lara Maue Lara Maue Cincinnati, Ohio Details
Lara Maue's Fidelity Investments Experience September 2013 - Present
Job Customer Support Associate at Fidelity Investments
Industry Marketing and Advertising
Experience
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

Benjamin Moler Benjamin Moler Cincinnati Area Details
Benjamin Moler's Fidelity Investments Experience June 2011 - August 2011
Job IT Quality Control Analyst
Industry Information Technology and Services
Experience
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

Peter Montero Peter Montero Greater Boston Area Details
Peter Montero's Fidelity Investments Experience 2009 - Present
Job Procurement, Director & Category Lead at Fidelity Investments
Industry Financial Services
Experience
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

Deborah Graeber Deborah Graeber Greater Boston Area Details
Deborah Graeber's Fidelity Investments Experience June 2005 - October 2006
Job Vice President Information Technology at Liberty Mutual Insurance
Industry Financial Services
Experience
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

Tony DiSanto Tony DiSanto Cincinnati, Ohio Details
Tony DiSanto's Fidelity Investments Experience October 2007 - December 2008
Job Manager, Talent Acquisition Omnicare/CVS Health
Industry Staffing and Recruiting
Experience
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

Christian McEntire Christian McEntire Salt Lake City, Utah Details
Christian McEntire's Fidelity Investments Experience June 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Investment Banking
Experience
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

John Schultheis John Schultheis Greater Boston Area Details
John Schultheis's Fidelity Investments Experience September 1999 - November 2008
Job Manager of Quality Assurance at BMC HealthNet Plan
Industry Information Technology and Services
Experience
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

Christopher Huguelet Christopher Huguelet Charlotte, North Carolina Area Details
Christopher Huguelet's Fidelity Investments Experience July 2012 - August 2014
Job Assistant Vice President FCM Program Management at Wells Fargo
Industry Financial Services
Experience
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

Chad Neichter Chad Neichter Columbus, Ohio Area Details
Chad Neichter's Fidelity Investments Experience July 2008 - Present
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present

Education
Ohio University

Robbie Tudor Robbie Tudor Cincinnati, Ohio Details
Robbie Tudor's Fidelity Investments Experience May 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
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

Brandon Praznik Brandon Praznik Greater New York City Area Details
Brandon Praznik's Fidelity Investments Experience June 2011 - June 2012
Job National Product Manager
Industry Investment Management
Experience
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

Dave Fabian Dave Fabian Cleveland/Akron, Ohio Area Details
Dave Fabian's Fidelity Investments Experience 1998 - 2005
Job Sales Trader at Longbow Research
Industry Capital Markets
Experience
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

Kristy Martin Kristy Martin Cincinnati Area Details
Kristy Martin's Fidelity Investments Experience April 2012 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
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

Thomas Horn Thomas Horn Charlotte, North Carolina Area Details
Thomas Horn's Fidelity Investments Experience August 2007 - September 2008
Job Experienced Network Engineer
Industry Information Technology and Services
Experience
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

Jeffrey Levey, MA Jeffrey Levey, MA Cincinnati Area Details
Jeffrey Levey, MA's Fidelity Investments Experience June 2007 - August 2007
Job Business Systems Analyst at Jacobs Technnology
Industry Management Consulting
Experience
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

Trevor Howard Trevor Howard Greater New York City Area Details
Trevor Howard's Fidelity Investments Experience March 1996 - August 2000
Job Director, Supply Chain Control State Spirits & U.S. Beer Operations
Industry Wine and Spirits
Experience
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

Stacey (Wolfe) Fiske Stacey (Wolfe) Fiske Norfolk, Virginia Area Details
Stacey (Wolfe) Fiske's Fidelity Investments Experience November 1999 - September 2003
Job Financial Services Professional
Industry Financial Services
Experience
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

Nicholas Yengich Nicholas Yengich Washington D.C. Metro Area Details
Nicholas Yengich's Fidelity Investments Experience 1993 - 1996
Job Family Investment Specialist at State of Maryland
Industry Government Administration
Experience
State of Maryland  2011 - Present
LexisNexis  1996 - 2010
Fidelity Investments   1993 - 1996

Skills
Project Management, Training

Education
Ohio University
BBA, Finance

Alan Ouellette Alan Ouellette Greater Boston Area Details
Alan Ouellette's Fidelity Investments Experience February 2006 - Present
Job x
Industry Financial Services
Experience
Fidelity Investments   February 2006 - Present

Education
Ohio Wesleyan University   2000 — 2004

Arun Chandra Kumar Durairaj Arun Chandra Kumar Durairaj Phoenix, Arizona Details
Arun Chandra Kumar Durairaj's Fidelity Investments Experience July 2006 - May 2007
Job IT Project Manager at Aetna
Industry Information Technology and Services
Experience
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

Kevin Dinkelacker Kevin Dinkelacker Cincinnati Area Details
Kevin Dinkelacker's Fidelity Investments Experience April 2007 - Present
Job Executive Stock Plan Specialist
Industry Financial Services
Experience
Fidelity Investments   April 2007 - Present

Education
Ohio University   2002 — 2006

Bill Watkins PMP Bill Watkins PMP Raleigh-Durham, North Carolina Area Details
Bill Watkins PMP's Fidelity Investments Experience February 1996 - Present
Job Sr. Program Manager at Fidelity Investments
Industry Human Resources
Experience
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

Colin Masters Colin Masters Boston, Massachusetts Details
Colin Masters's Fidelity Investments Experience May 2014 - Present
Job Director, Policy Analysis, at Fidelity Investments
Industry Public Policy
Experience
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

Mary Beth Bardin Mary Beth Bardin Dallas/Fort Worth Area Details
Mary Beth Bardin's Fidelity Investments Experience 1985 - 1988
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
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

Joan Moran Joan Moran Greater Boston Area Details
Joan Moran's Fidelity Investments Experience 1993 - 1995
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
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

Nikki Van Pelt Nikki Van Pelt Cincinnati Area Details
Nikki Van Pelt's Fidelity Investments Experience 1993 - 2008
Job Process Engineer/Clarity Systems Analyst at Kroger
Industry Financial Services
Experience
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

Khurram Rumi Shahzad Khurram Rumi Shahzad Saginaw, Michigan Details
Khurram Rumi Shahzad's Fidelity Investments Experience May 2005 - May 2010
Job Managing Director at New Hope Partners LLC
Industry Hospitality
Experience
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

Joe Neville Joe Neville Cincinnati Area Details
Joe Neville's Fidelity Investments Experience February 2015 - Present
Job Manager, PAS Service with Fidelity Investments
Industry Financial Services
Experience
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

Mark E Roll CFP® Mark E Roll CFP® Greater Chicago Area Details
Mark E Roll CFP®'s Fidelity Investments Experience 2001 - 2005
Job Certified Financial Planner™ ★ Financial Professional ★ Relationship Management ★ Client Service | U.S. Army Veteran
Industry Financial Services
Experience
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

Thomas Mullaney Thomas Mullaney Raleigh-Durham, North Carolina Area Details
Thomas Mullaney's Fidelity Investments Experience Group Vehicle Marketing ManagerEnterprise Rent-A-Car1989 - 2003
Job Pension at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Group Vehicle Marketing ManagerEnterprise Rent-A-Car1989 - 2003
Enterprise Rent-A-Car  1989 - 2003

Education
Ohio Dominican University   1986 — 1988
BA, History

Doug Purinton, CIMA Doug Purinton, CIMA Greater Philadelphia Area Details
Doug Purinton, CIMA's Fidelity Investments Experience 1993 - 2006
Job Key Account Sales Executive at The Vanguard Group
Industry Investment Management
Experience
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

Dawn Mundy Dawn Mundy Cincinnati Area Details
Dawn Mundy's Fidelity Investments Experience September 1993 - May 1995
Job Human Resources, PHR
Industry Human Resources
Experience
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

Rachel (Turner) Canavan, RN, PCCN Rachel (Turner) Canavan, RN, PCCN Cincinnati Area Details
Rachel (Turner) Canavan, RN, PCCN's Fidelity Investments Experience September 2006 - February 2009
Job Registered Nurse at The Christ Hospital
Industry Hospital & Health Care
Experience
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

Jason Whitby Jason Whitby Greater Nashville Area Details
Jason Whitby's Fidelity Investments Experience 1997 - 1999
Job Finance Manager Mars Petcare
Industry Consumer Goods
Experience
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

Vladimir Zelinski Vladimir Zelinski Greater Boston Area Details
Vladimir Zelinski's Fidelity Investments Experience June 1998 - October 2000
Job Senior Consultant DBA & Developer (GreenPlum)
Industry Investment Management
Experience
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

William Dristas William Dristas Greater Boston Area Details
William Dristas's Fidelity Investments Experience May 2007 - Present
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
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

Becky Due Becky Due Columbus, Ohio Area Details
Becky Due's Fidelity Investments Experience 1992 - 1998
Job Owner, Silpada Designs
Industry Luxury Goods & Jewelry
Experience
Silpada Designs  November 2002 - Present
Fidelity Investments   1992 - 1998

Education
Ohio University

J Matthew Paxton J Matthew Paxton Greater Philadelphia Area Details
J Matthew Paxton's Fidelity Investments Experience February 1999 - March 2004
Job Credit Claims Analyst
Industry Banking
Experience
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

Alan Levin Alan Levin Cincinnati, Ohio Details
Alan Levin's Fidelity Investments Experience June 2007 - January 2008
Job Account Executive at Procter & Gamble
Industry Consumer Goods
Experience
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

Galen Mayo, CFP® Galen Mayo, CFP® Greater Atlanta Area Details
Galen Mayo, CFP®'s Fidelity Investments Experience March 2005 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Victor DeWitt Victor DeWitt Greater San Diego Area Details
Victor DeWitt's Fidelity Investments Experience 1996 - 2002
Job Assistant Director at SDCERA
Industry Government Administration
Experience
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

Johnnie Helsley Johnnie Helsley Cincinnati Area Details
Johnnie Helsley's Fidelity Investments Experience SupervisorJ.C.Penney Regional Credit Office1984 - 2000
Job Manager at Fidelity Investments
Industry Investment Management
Experience
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

Duffy Bowditch Duffy Bowditch Greater Boston Area Details
Duffy Bowditch's Fidelity Investments Experience 2004 - 2009
Job Manager of Actuarial Operations at Actuarial Designs & Solutions, Inc.
Industry Financial Services
Experience
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

Mark DeVoe Mark DeVoe Naples, Florida Area Details
Mark DeVoe's Fidelity Investments Experience October 2005 - July 2009
Job Vice President, Deployment Leader at Capgemini
Industry Information Technology and Services
Experience
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

Monica Fitzpatrick Monica Fitzpatrick Cincinnati Area Details
Monica Fitzpatrick's Fidelity Investments Experience 1993 - 2000
Job Licensed Massage Therapist at Woodhouse Day Spa
Industry Health, Wellness and Fitness
Experience
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

Garry Nauman Garry Nauman Cincinnati Area Details
Garry Nauman's Fidelity Investments Experience November 2011 - Present
Job CSA at Fidelity Investments
Industry Financial Services
Experience
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

Thomas Pierce Thomas Pierce Cincinnati Area Details
Thomas Pierce's Fidelity Investments Experience February 2011 - June 2011
Job Industrial Engineer
Industry Mechanical or Industrial Engineering
Experience
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

Eileen O'Malley Eileen O'Malley Dallas/Fort Worth Area Details
Eileen O'Malley's Fidelity Investments Experience 2007 - Present
Job National Sales Specialist Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2007 - Present
"Healthy Me" Marketplace   2005 - 2007
Valassis  1994 - 1999

Education
Ohio University
BS, Journalism - Advertising

Cortney Fluegeman Cortney Fluegeman Charlotte, North Carolina Area Details
Cortney Fluegeman's Fidelity Investments Experience June 2006 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
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

Natalie Victorine Natalie Victorine Dallas, Texas Details
Natalie Victorine's Fidelity Investments Experience November 1993 - April 2001
Job
Industry
Experience
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

Todd Gammon Todd Gammon Greater Boston Area Details
Todd Gammon's Fidelity Investments Experience February 2005 - October 2005
Job Strategic Initiatives Manager at Optum
Industry Hospital & Health Care
Experience
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

Randy Heinz Randy Heinz Greater Detroit Area Details
Randy Heinz's Fidelity Investments Experience January 2012 - Present
Job Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2012 - Present
Fidelity Investments   January 2006 - January 2012

Education
Ohio University   1983 — 1987
Bachelor, Communications

Kelly Schultz Kelly Schultz Cincinnati Area Details
Kelly Schultz's Fidelity Investments Experience September 1993 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
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

Devin Edmunds Devin Edmunds United States Details
Devin Edmunds's Fidelity Investments Experience December 2003 - Present
Job
Industry
Experience
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

Kyle Wefler Kyle Wefler Greater New York City Area Details
Kyle Wefler's Fidelity Investments Experience February 2008 - March 2010
Job Senior Financial Analyst at Toys R Us
Industry Financial Services
Experience
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

James Colson James Colson Greater Salt Lake City Area Details
James Colson's Fidelity Investments Experience February 2007 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Dawn Hock Dawn Hock Cincinnati Area Details
Dawn Hock's Fidelity Investments Experience 2003 - April 2012
Job
Industry Financial Services
Experience
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

david gaetano david gaetano Mobile, Alabama Area Details
david gaetano's Fidelity Investments Experience February 1999 - August 2005
Job
Industry Financial Services
Experience
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

Joshua Garland Joshua Garland Cincinnati Area Details
Joshua Garland's Fidelity Investments Experience Investment ConsultantTD AmeritradeSeptember 2014 - July 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Carrie Healy Carrie Healy Madison, Connecticut Details
Carrie Healy's Fidelity Investments Experience August 1998 - April 2004
Job Director of Research and Development at Woodbridge World Wide
Industry Staffing and Recruiting
Experience
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

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