Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
eBay Inc June 2014 - Present
Cerner Corporation July 2012 - June 2014
Fidelity Investments April 2012 - July 2012
FedEx Office July 2011 - March 2012
De Lage Landen January 2011 - June 2011
UMKC August 2009 - May 2010
Skills
Spring, Struts, Hibernate, Algorithms, Data Structures, Java, C, C++, J2EE Application..., JSP, JavaScript, AJAX, JSON, J2EE Web Services, RESTful WebServices, SOAP, SQL, Socket Programming, Unix, SAML 2.0
Education
University of Missouri-Kansas City 2008 — 2010
Master of Science (MS), Computer Science, 4.0
Osmania University 2004 — 2008
Bachelor of Engineering (BE), Computer Science, 3.8
Ratnam High School 2000 — 2002
High School
Fidelity Investments June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Oklahoma State University August 2013 - April 2014
The Container Store December 2011 - January 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Teamwork, Social Media, Leadership, Marketing, Public Speaking, Social Networking, Facebook
Education
Oklahoma State University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing
Carrollton Christian Academy 2007 — 2011
High School Diploma
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - December 2014
Prestonwood Baptist Church June 2012 - April 2013
Fidelity Investments December 2011 - June 2012
Fidelity Investments January 2010 - December 2011
Prestonwood Baptist Church August 2006 - January 2010
Skills
Excel, Word, Outlook, PowerPoint, Bloomberg, Microsoft Excel, Public Relations, Customer Service, Microsoft Office, Microsoft Word
Education
University of North Texas 2009 — 2011
Bachelor of Business Administration, Accounting
Oklahoma State University
Prestonwood Christian Academy
Grace Academy of Georgetown August 2002 - May 2013
Charles Schwab 1997 - 2002
Fidelity Investments 1994 - 1996
Skills
Teaching, Classroom, Classroom Management, Curriculum Design, Educational Leadership, Curriculum Development, Lesson Planning, Differentiated..., History, Literature, Literacy, Language Arts, Social Studies, Teaching Reading, Secondary Education, Public Speaking, Customer Service, Social Media, Marketing, Management, Event Planning, Leadership
Education
University of Cincinnati 1986 — 1988
Masters Program- Literature
Olivet Nazarene University 1976 — 1980
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
AB April 2015 - Present
Wellesley Investment Advisors, Inc. July 2014 - March 2015
Cole Real Estate Investments October 2011 - October 2013
Fidelity Investments June 2000 - August 2011
T. Rowe Price October 1993 - May 2000
Skills
Retirement, Series 63, Sales, Marketing, Series 7, Consulting, Spanish, Series 66
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Finance, Accounting, Marketing
University of Salamanca Spain
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics & Spanish
The Severn School 1982 — 1987
High School
TD Ameritrade Institutional January 2015 - Present
TD Ameritrade Institutional November 2013 - December 2014
TD Ameritrade Institutional October 2012 - November 2013
TD Ameritrade Institutional December 2010 - October 2012
TD Ameritrade Institutional May 2007 - December 2010
Penson Financial Services January 2007 - May 2007
Fidelity Investments April 2005 - October 2006
Chrysler Financial June 2001 - February 2005
Skills
Series 7, Series 63, Series 24, Mutual Funds, Equities, Relationship Management, Trading, Financial Services, Bloomberg Terminal, Risk Management
Education
Oral Roberts University 1995 — 1999
Bachelor of Science (BS), Mass Communication/Media Studies, 3.0
Fidelity Investments April 2014 - Present
Fidelity Investments December 2013 - April 2014
Fidelity Investments June 2012 - December 2013
Wells Fargo October 2011 - June 2012
Enterprise Rent-A-Car May 2010 - August 2011
Skills
Finance, Financial Analysis, Accounting, Microsoft Excel, Mutual Funds, Bloomberg Terminal, Fund Accounting, Financial Reporting, Banking, Auditing, Fund Of Funds, Financial Statements, Portfolio Management, SAP BI, Tableau, Hyperion Interactive..., Hyperion Performance..., Oracle BIEE, Account Reconciliation, InvestOne, BO Web Intelligence, Microsoft Word, Analysis, Leadership, Microsoft Office
Education
Oklahoma State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Texas of the Permian Basin 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Midland College 2005 — 2009
Business Administration
Fidelity Investments September 2014 - Present
Linconshire Marriott Resort November 2012 - June 2014
The Worthington Hotel September 2012 - November 2012
Edelweiss Lodge and Resort June 2011 - August 2012
Meeting Professionals International August 2009 - May 2011
School of Hotel and Restaurant Administration August 2008 - May 2011
Wine Forum of Oklahoma November 2008 - April 2011
Hospitality Days, OSU August 2009 - May 2010
Oklahoma State University August 2009 - December 2009
Extended Stay Deluxe Hotel May 2008 - August 2008
Skills
Leadership, Hospitality, Sales, Microsoft Office, PowerPoint, Hotels, Restaurants, Teamwork, Food & Beverage, Event Planning, Hospitality Management, Customer Service, Hospitality Industry, Time Management, Microsoft Excel, Food Service
Education
OSU Honors College 2008 — 2011
Hotel and Restaurant Administration, Hotel and Restaurant Adminstration
Oklahoma State University 2007 — 2011
Bachelor of Science, Hotel and Restaurant Administration
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Retirement Advisors of America August 2003 - July 2006
Charles Schwab and Co. January 2003 - August 2003
Fidelity Investments June 1995 - December 2002
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Finance and Financial Management Services
Oklahoma Baptist University 1991 — 1995
BBA, Finance and Accounting
Fidelity Investments November 2014 - Present
Fidelity Investments July 2014 - November 2014
Fidelity Investments February 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Time Management
Education
Series 7
Registered Representative of A Broker Dealer
Series 66
Registered Investment Advisor Representative
Oklahoma State University 2009 — 2013
Bachelor's degree, Finance
Fidelity Investments November 2012 - Present
Fidelity Investments October 2011 - November 2012
Skills
Inventory Management, Public Speaking, Hospitality, Microsoft Office, Budgets, Customer Service, Advertising, Event Management, Management, Social Media Marketing, Event Planning, Financial Analysis, Social Media, Time Management, Recruiting, Sales, Golf, Microsoft Excel, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (MBA)
Oklahoma City University 2004 — 2009
Bachelors of Science, Biology/Business
Vistage International January 2014 - Present
Masterpiece Consulting and Coaching, LLC August 2013 - Present
Fidelity Investments September 1993 - December 2013
Skills
Coaching, Executive Coaching, Business Coaching, Strategy, Leadership, Strategic Planning, Management Consulting, Leadership Development, Vendor Management, Executive Management, Process Improvement, Program Management, Business Analysis, Job Coaching, Change Management, Business Process..., IT Strategy, consulting, Product Management, Risk Management, Financial Services, Life Coaching, SDLC, Outsourcing, Start-ups, Consulting
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Executive MBA, Strategic Management
The University of Texas at Dallas 2013 — 2014
Graduate Certificate in Executive Coaching, Graduate Certificate in Professional and Executive Coaching
Oklahoma Baptist University 1976 — 1980
Bachelor of Science (BS) Mathematics, BA Business Administration
Fidelity Investments June 2015 - Present
Aquascapes/Landscape Construction May 2011 - July 2013
The Chicken Place April 2012 - August 2012
Chicken Express January 2010 - July 2010
Education
Oklahoma State University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Keller High School 2008 — 2012
High School, General Coursework
Fidelity Investments August 2013 - Present
The Home Depot February 2013 - June 2013
Church of the Nazarene July 2011 - November 2012
Education
Olivet Nazarene University 2004 — 2008
Bachelor of Science (B.S.), Biology, General
Ohio Department of Health September 2015 - Present
Ecommerce, LLC May 2015 - August 2015
Legacy Strategies June 2014 - April 2015
Fidelity Investments January 2013 - May 2014
Skills
C++, SQL, Discrete Mathematics, Series 7, Mutual Funds, Series 63, Asset Allocation, Securities, Equities
Education
Oregon State University 2015 — 2016
Computer Science
The Ohio State University 2007 — 2012
Bachelor of Science (BS), Consumer and Family Financial Services - Personal Finance
Archbishop Moeller High School 2004 — 2007
Bella Forza Fitness September 2012 - Present
Fidelity Investments March 2014 - July 2015
Fidelity Investments May 2007 - March 2014
Comair May 2006 - May 2007
Skills
Fitness Instruction, Analytic Problem Solving, Communication Skills, Process Improvement, Creative Problem Solving, Microsoft Office, Critical Thinking, Oracle E-Business Suite, Oracle Applications, Oracle PL/SQL..., TRAX, Project Coordination, Business Analysis, Leadership, Cross-functional Team..., Business Process
Education
Purdue University 2001 — 2004
Bachelor's Degree, Industrial Engineering
Oklahoma State University
N/A, Industrial Engineering
AT&T Mobility January 2007 - Present
Ranstad/Merrill Lynch February 2007 - August 2007
Fidelity Investments August 2006 - October 2006
St. Luke's Hospital August 2003 - August 2006
Abacus Communications June 2002 - August 2003
Skills
Troubleshooting, Technical Support, IP, Routers, Testing, Software Installation, Customer Service, Financial Services, Research, Customer Experience, Call Centers, Telecommunications
Education
Old Dominion University 1996 — 2001
B.S, Sociology
Old Dominion University 1995 — 2001
BS, Political Science and Government
Fidelity Investments May 2015 - Present
Pentair August 2012 - May 2015
Molson Coors January 2008 - October 2012
Dollar Thrifty Automotive Group [EDS Consultant] January 2007 - January 2008
Hewlett-Packard May 2005 - January 2007
HUGH Solutions June 2003 - May 2005
Skills
SharePoint, Microsoft SQL Server, Microsoft Office..., .NET, ASP.NET, SharePoint Designer, Troubleshooting, SharePoint Server, Incident Management, Change Management, Problem Management, K2, JavaScript, Databases, VB.NET, Requirements Analysis, SharePoint Server 2010, MOSS 2007, SharePoint 2003, K2 Blackpearl, K2 Connect, Serviceability, Windows Server, InfoPath, XML, HTML, SQL Server 2008, SQL Server 2005, Windows Server 2003/2008, IIS 7.0, IIS 6.0, Microsoft Office, IIS, SharePoint 2013, Office 365, SharePoint Online, Azure, Dynatrace, Application Performance..., Web Services
Education
Osmania University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
Osmania University 1997 — 2000
Bachelor of Science (B.Sc.), Mathematics
Outokumpu October 2014 - Present
AK Steel July 2012 - September 2014
Fidelity Investments November 2011 - July 2012
BAE Systems February 2008 - November 2011
Skills
Lean Manufacturing, Six Sigma, Manufacturing, Program Management, Management, Leadership, Procurement, Engineering, Analysis, Forecasting, Materials, Continuous Improvement, Supply Chain
Education
Oklahoma Christian University 2006 — 2007
MBA, Engineering and Technology Management
Southen Nazarene University 2002 — 2006
Bachelor, Business Administration
Break Free Cleaning 2012 - Present
Fidelity Investments February 2007 - February 2009
Deer Valley Resort December 2003 - April 2007
Skills
Hospitality, Microsoft Office, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Hotels, Event Management, Budgets, Restaurants
Education
University of Utah 2003 — 2006
Bachelor of Science (BS), Environmental Studies
Oregon State University 2001 — 2002
Interior Design
University of Oregon 1999 — 2001
The Breeden Company November 2014 - Present
Coldwell Banker Professional, Realtors February 2012 - August 2015
United Property Associates June 2011 - February 2012
Fidelity Investments January 2009 - January 2011
Skills
Real Estate, First Time Home Buyers, Sellers, Short Sales, Investment Properties, Relocation, Foreclosures, Single Family Homes, Condos, Residential Homes, Selling, REO, Negotiation, Buyer Representation, Customer Service, Microsoft Excel, Strategic Planning, Public Speaking, Microsoft Office, Contract Negotiation
Education
Strayer University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Old Dominion University 1996 — 2001
Bachelor of Science in Business Administration, Finance, concentration in Real Estate
Fidelity Investments October 2015 - Present
SouthWest Robotics in Science September 2012 - Present
SumTotal Systems April 2012 - June 2015
KISS Institute for Practical Robotics January 2004 - November 2011
Skills
Customer Service, Microsoft Office, Management, Analysis, QuickBooks, Finance, Office Management, Bookkeeping, Technical Support, Customer Satisfaction, Time Management, Administrative..., Microsoft Excel, Store Management, Statistics, Statistical Software, Visual C++, Technical Documentation, Cash Flow, Project Management, Customer Relations, Cash Handling, Administrative Support, MS Office Suite, Product Marketing, MS SQL Studio, T-SQL, SQL
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA)
Oklahoma City University 2008 — 2011
Bachelor, Economics
SMU October 1998 - Present
Fidelity Investments August 1987 - June 1998
Electronic Data Systems (EDS) July 1979 - July 1987
US Navy May 1975 - September 1977
Skills
Integration, Information Technology, Enterprise Architecture, IT Strategy, Cloud Computing, Higher Education, IT Management, Leadership Development, Database Administration, Business Analysis, VMware, PeopleSoft, ERP, Program Management, Data Center, Business Intelligence, Information Security, Business Alignment, SharePoint, Disaster Recovery, Leadership, Active Directory, System Administration, IT Operations, Management
Education
Old Dominion University 1977 — 1979
B.S. Business Administration, Management Information Systems
SUNY Oswego 1974 — 1975
Fidelity Investments January 2008 - Present
United Christian Faith Ministries March 2002 - Present
Church of the Nazarene July 1998 - May 2013
Fidelity Investments 2010 - August 2012
Fidelity Investments July 2008 - December 2010
Cumberland College & Olivet Nazarene University April 1995 - October 1998
Skills
Leadership Development, Public Speaking, Coaching, Training, Team Building, Customer Service, Teaching, Leadership, Organizational..., Change Management, Microsoft Office, Series 7, Mutual Funds, Series 63, Team Leadership, Microsoft Excel, Strategic Planning, Retirement Planning, Management, Investments, Strategic Financial..., Workshop Facilitation, Portfolio Management, Instructional Design, Financial Services, Risk Management, Process Improvement, Wealth Management
Education
University of the Cumberlands 1997 — 1998
Graduate Education, Social Science Teacher Education
Olivet Nazarene University 1993 — 1997
BA, History and Psychology
Wheaton College 1991 — 1993
BA, Education
Choctaw Nation of Oklahoma June 2014 - June 2015
Northern Trust Corporation April 2012 - April 2014
Signal Hill Investment Services February 2011 - March 2012
Fidelity Investments June 2009 - February 2011
RBC Wealth Management June 2007 - June 2009
Frost Bank June 2003 - June 2007
Skills
New Business Development, Business Strategy, Business Analysis, Business Planning, Sales Management, Sales Presentations, Sales Process, Financial Analysis, Financial Planning, Financial Modeling, Financial Markets, Strategic Consulting, Consultative Selling, Management Consulting, Relationship Management, Commercial Banking, Private Banking, Asset Allocation, General Insurance, Entrepreneurship..., Entrepreneurship...
Education
Southeastern Oklahoma State University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
Oklahoma State University 1998 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
The TJX Companies, Inc. June 2015 - Present
TJX July 2011 - Present
Fidelity Investments November 2008 - March 2010
Fidelity Business Services India Pvt. Ltd. October 2006 - October 2008
Fidelity Investments June 2005 - August 2006
COLT Telecommunications September 2002 - May 2005
Fidelity Charitable August 2000 - August 2002
Fidelity Investments September 1999 - July 2000
Fidelity Investments March 1999 - September 1999
Fidelity Investments July 1997 - February 1999
Skills
Offshoring, Outsourcing, Program Management, Shared Services, Business Process..., Business Operations, Enterprise Software, Software Development, SDLC, IT Strategy, PMO, Process Improvement, IT Management, Information Technology, Financial Services, Matrix Leadership, Software Project..., Data Center, Governance, Infrastructure, Disaster Recovery, Executive Management
Education
Oklahoma State University
B.S., Accounting
Select Health of South Carolina June 2014 - May 2015
T-Mobile October 2013 - February 2014
Express Scripts 2009 - 2012
Fidelity Investments 2001 - 2009
Citi 2000 - 2001
Nokia 1999 - 2001
Dryson Acceptance 1998 - 1999
Skills
Pharmacy Benefit..., Managed Care, Medicare Part D, HIPAA, Financial Services, Coaching & Training, Mortgage Lending, Call Centers, Process Improvement, Prescription Insurance, Employee Retirements..., Deferred Compensation, Mortgage Finance, Call Center Service, Secondary Education, Billing & Claims, Wireless Telecom..., Institutional..., Software Documentation, Medicaid, Customer Service
Education
University of Tulsa
Bachelor of Science, Education
University of Tulsa
Post-graduate studies in Marketing and Business
Oklahoma State University
Master's level studies in English as a Second Language
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
NetApp October 2013 - Present
ESPN 1992 - 2015
ESPN 1992 - 2015
Fidelity Investments October 2013 - October 2013
GlassHouse Technologies June 2013 - August 2013
IBM December 2005 - June 2013
IBM October 2000 - December 2005
IBM January 2000 - October 2000
Skills
Vendor Management, Service Delivery, ITIL, Transition Management, Data Center Management, Management, Leadership, IT Service Management, Escalations Management, Incident Management, Disaster Recovery, IT Strategy, Service Management, Process Improvement, Project Management, IT Management, Change Management, IT Outsourcing, Project Delivery, PMP, Integration, Unix, CRM, System Administration, Virtualization, VMware, Development Of Employees, Communication, Computer Network..., IBM AS/400, IBM Mainframe, Windows NT, Windows 7, AIX, Linux, Solaris, Microsoft Office, Lotus Notes, Windows Server, Technical Support, Information Technology, Data Center, IT Operations, Outsourcing, Storage, Sla, Cloud Computing
Education
SUNY Oswego 1994 — 1996
Bachelor's degree, Mass Communication/Media Studies
Onondaga Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Radio and Television
Fidelity Investments February 2004 - Present
The Longaberger Company October 1999 - February 2004
3M June 1984 - October 1999
BP Amoco May 1980 - June 1984
Skills
Business Process..., Manufacturing, Six Sigma, Cross-functional Team..., Management Consulting, Program Management, Business Analysis, Strategic Planning, Project Management, Strategy, Business Strategy, Vendor Management, Management, Change Management, Operational Excellence, Supply Chain, Process Improvement
Education
Oklahoma State University 1976 — 1980
BS, Mechanical Engineering
Fidelity Investments August 2015 - Present
Deloitte April 2011 - August 2015
Ness Technologies January 2010 - March 2011
eTouch March 2005 - January 2010
Hudson Global Resources. 2004 - 2005
Satyam Computer Services 2000 - 2002
Skills
HR Consulting, Strategic Human..., Human Resource..., Employee Relations, Performance Management, Talent Management, Recruiting, Succession Planning, Onboarding, Personnel Management, Human Resources, Organizational..., Technical Recruiting, Leadership, Sourcing, Strategy, Management, Deferred Compensation, Employee Benefits, Employee Engagement, Interviews, Benefits Administration, Talent Acquisition, Program Management, Coaching, Consulting, Team Building, HR Transformation, Screening, Benefits Negotiation, HRIS, Organizational Design, Internet Recruiting, Hiring, Applicant Tracking..., HR Policies, Employer Branding, Strategic HR, Workforce Planning, Performance Appraisal, Executive Search, Recruitments, Compensation & Benefits, Contract Recruitment, Job Descriptions, Screening Resumes, Vendor Management
Education
SHRM 2015 — 2015
SPHR, Human Resource management
San Jose State University 2006 — 2007
HR Specialist- Certificate Program, Human Resource Management
Nagarjuna University 1993 — 1995
M.B.A, Marketing and Human Resource Management
Osmania University
Fidelity Investments July 2015 - Present
LPL Financial April 2015 - June 2015
Dominion Investment Group June 2014 - December 2014
RedPeg Marketing June 2014 - December 2014
Old Dominion University February 2012 - August 2014
Skills
Budgets, Growth Investing, Financial Economics, Financial Accounting, Management Accounting, Economics, Microsoft Word, Public Speaking, Critical Thinking, Student Leadership, Lifeguarding, AED, CPR Certified, Spanish-speaking, Microsoft Excel, Customer Service, Microsoft Office, Social Media, PowerPoint, Event Planning, Teamwork, Social Networking, Research, Spanish, Time Management
Education
Old Dominion University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Paul VI Catholic High School 2007 — 2010
Quntiles Transnational February 2010 - Present
Cisco Systems December 2009 - February 2010
Fanniemae August 2009 - October 2009
GlaxoSmithKline April 2008 - May 2009
Fidelity Investments December 2007 - April 2008
GlaxoSmithKline June 2006 - November 2007
Clinical Trial Services March 2006 - May 2006
GlaxoSmithKline August 2000 - February 2006
Pergo December 1999 - August 2000
Reliance Cybertech (P) Ltd. - India September 1998 - July 1999
Skills
Business Analysis, Data Analysis, Business Process..., Technical Project..., Data Warehousing, Databases, Business Intelligence, Data Modeling, Database Design
Education
Osmania University 1993 — 1994
Post Graduate Diploma in Computer Applications, Computers
Osmania University 1990 — 1993
Bachelor of Sciences, Maths, Physics, Electronics
BlackRock 2013 - Present
BlackRock 2009 - 2013
Barclays Global Investors (acquired by BlackRock) 2003 - 2009
Barclays Global Investors 1997 - 2003
Fidelity Investments October 1995 - October 1997
Lehman Brothers September 1991 - September 1995
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Series 7, Investments, Money Market Expert, Short-Durarion Product..., Strategy, Operations, Business Development, Risk Management
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Oklahoma State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Fidelity Investments February 2012 - Present
Verizon April 2006 - February 2012
Primus Global Services Inc. March 2004 - April 2006
Jaros Technologies June 2003 - March 2004
AGF Inc. June 2002 - June 2003
Skills
Data Warehousing, Business Intelligence, ETL, Informatica, Data Modeling, PL/SQL, SQL, Oracle, Master Data Management, SDLC, Enterprise Architecture, Teradata, Requirements Analysis, Database Design, Data Warehouse..., Requirements Gathering, Data Integration, Microsoft SQL Server, Databases, Data Governance, Business Intelligence..., Visio, Data Quality, Integration, Software Development, Analytics, Business Analytics, Business Requirements, Strategy
Education
Oklahoma State University
Graduate Certificate, Business Data Mining
Southern Illinois University, Edwardsville
Bachelors of Science, Computer Science
Univar September 2013 - Present
MF Business Advisors July 2013 - Present
Acceleration Retirement May 2009 - June 2013
Fidelity Investments August 2006 - August 2008
Credit Union of Texas August 2004 - August 2006
Today Newspapers 1994 - 1996
Skills
Sales, Relationship Management, Leadership, New Business Development, Training, Strategic Planning
Education
Texas Tech University - Rawls College of Business 2001 — 2002
MBA
Oklahoma State University 1990 — 1994
BS
ENERGY worldnet, Inc. February 2014 - Present
ISN June 2010 - December 2013
Oklahoma State University May 2009 - May 2010
Oklahoma State University – Accounting Department August 2008 - September 2009
Fidelity Investments October 2007 - April 2008
Skills
Account Management, Microsoft Excel, Data Analysis, Salesforce.com, Financial Analysis, Project Management, Market Research, Strategic Planning, Leadership, Microsoft Office, Marketing, Sales, Management, PowerPoint, Team Leadership, Analysis, Customer Service, Business Development, SaaS, Maintaining Strong..., Business Analysis, Long-term Customer..., Requirements Analysis, Financial Modeling, Research, Forecasting, Supervising, Requirements Gathering, Supervision, Relationship Management, CRM
Education
Oklahoma State University 2008 — 2010
Master of Business Administration (MBA), Finance
University of Iowa 2009 — 2009
CIMBA Study Abroad Program (Italy), Information Technology Project Management
Oklahoma State University 2003 — 2007
Bachelor of Science in Business Administration, Marketing
Oklahoma State University Foundation September 2011 - Present
Tulsa Area United Way May 2004 - September 2011
Impole March 2003 - April 2004
Heroix April 2001 - March 2003
Parametric Technology Corporation March 2000 - April 2001
Fidelity Investments June 1998 - February 2000
Scudder Investments October 1989 - June 1998
Skills
Fundraising, Marketing, Marketing Communications, Social Media, Public Speaking, Non-profits, New Business Development, Volunteer Management, Annual Giving, Management, Leadership, Community Outreach, Email Marketing, Nonprofits, Team Building, Sales, Proposal Writing, Community Development, Customer Service, Social Networking, Strategic Communications, Leadership Development, Corporate Communications, Grant Writing, Research, Board Development, Media Relations, Stewardship, Internal Communications, Philanthropy, Microsoft Office, Advertising
Education
Oklahoma State University
BS, Marketing and Management
Putnam City North High School
Fidelity Investments February 2015 - Present
KwikBoost August 2012 - January 2015
Fidelity Investments August 2011 - September 2013
Fidelity Investments November 2010 - July 2011
Fidelity Investments June 2010 - November 2010
Fidelity Investments November 2009 - June 2010
Worldwide Express October 2005 - July 2009
Worldwide Express May 2003 - September 2005
Delta Tau Delta International Fraternity May 2002 - May 2003
Red Bull North America January 2001 - May 2002
Skills
Sales, Leadership, Business Development, Management, Marketing, Account Management, Customer Service, Negotiation, Training, Sales Operations, Budgets, Cold Calling, Recruiting, Strategic Planning, Cross-functional Team..., Marketing Strategy, Microsoft Excel, New Business Development, Public Speaking, Project Management, Change Management, Direct Marketing, Investments, E-commerce, Key Account Management, Direct Sales, Sales Process, B2B, Social Networking, Event Management, Product Development, Contract Negotiation, Selling, CRM, Strategy, Acoustic Guitar
Education
Oklahoma State University 1998 — 2002
Bachelor of University Studies, Marketing, Philosophy, and History
Duncanville High School
Newman Smith High School
Fidelity Investments April 2014 - Present
Sapient April 2007 - April 2014
Amazon August 2005 - April 2007
Cognizant Technology Solutions November 2002 - August 2005
Wipro Technologies August 2002 - November 2002
Tanning Technology Corporation December 2000 - August 2002
MagnaQuest Technologies 1999 - 2000
Skills
Spring, SOA, OOAD, Hibernate, Java Enterprise Edition, Agile Methodologies, Web Services, Design Patterns, Enterprise Architecture, Java, XML, Struts, Scrum, JMS, EAI, Software Project..., Architecture, Servlets, SDLC, PL/SQL, Solution Architecture, Requirements Analysis, Software Development, Agile Project Management, Software Design, Weblogic, IT Strategy, Tomcat, Oracle, Websphere, JSP, JBoss Application Server, UML, Unix, SOAP, Application Architecture, Ant, Core Java, Eclipse, JDBC, Maven, EJB, REST, Unix Shell Scripting, Distributed Systems, J2EE Application..., Architectures, Spring Framework, WebLogic, WebSphere
Education
Osmania University 1996 — 1999
Master's, Computer Applications
Osmania University 1993 — 1996
Bachelor's, Computer Science
Fidelity Investments August 2015 - Present
Edward Jones April 2014 - August 2015
Legacy Planning Partners, LLC January 2013 - April 2014
Edward Jones May 2012 - August 2012
Oklahoma State University May 2011 - May 2012
Transcontinental Title Company May 2009 - August 2009
Oklahoma State University August 2008 - May 2009
Skills
Time Management, Advertising, CRM, Sales, Marketing, Social Media, Leadership, Microsoft Office, Finance, PowerPoint, Event Planning, Microsoft Word, Customer Service, Software Documentation, Microsoft Excel
Education
Oklahoma State University 2008 — 2012
Accounting and Sports Management, Accounting, Finance, and Business Related Studies
Plano West Senior HighSchool 2008 — 2012
Fidelity Investments May 2015 - Present
Fidelity Investments August 2013 - May 2015
Fidelity Investments April 2012 - August 2013
Fidelity Investments February 2012 - April 2012
Highland Capital Brokerage March 2011 - February 2012
Pacific Capital Resource Group August 2010 - March 2011
Skills
Retirement Planning, Investments, Wealth Management, Series 7, Series 65, Life & Health Insurance..., Series 63
Education
WU (Vienna University of Economics and Business) 2009 — 2010
International Business, Business
Oregon State University 2006 — 2010
Finance, Business Administration, Marketing, International Business
Fidelity Investments July 2015 - Present
Rehrig Pacific Company August 2014 - Present
Sabre Inc. May 2013 - August 2013
Code9 IT Solutions January 2012 - December 2012
PC House Call 2011 - 2012
Network Elites June 2010 - August 2010
Flextronics November 2008 - December 2009
Dallas Techline January 2007 - November 2008
Skills
Servers, Troubleshooting, Windows Server, Databases, Java, Firewalls, Infrastructure, Microsoft SQL Server, Computer Hardware, Active Directory, Network Administration, Technical Support, Windows, Antivirus, VMware, Computer Repair, Programming, Windows 7, Remote Desktop, XP, VPN, Microsoft Exchange, Hardware, Laptops, Virus Removal, Digital Forensics, C#, Windows XP, Norton Ghost, A+ Certified, EnCase, FTK Forensic Tool Kit, Computer Forensics, Steganography, Encryption, Android Development, Information Design, Visual C#, Automation, Test Automation..., UI Automation, Selenium, Selenium WebDriver, Test Automation Tools, GUI Testing, QA Engineering, QA Automation
Education
The University of Texas at Arlington 2012 — 2013
Information Systems, Management Information Systems, General
Oklahoma State University 2010 — 2012
Bachelor Of Information Assurance and Digital Forensics, Information Technology
Richland College 2006 — 2010
Associate's degree, Digital Forensics
Hope Equipment & Construction, Inc May 2015 - Present
Greater Than Collective January 2015 - May 2015
Fidelity Investments May 2013 - August 2013
Delta Tau Delta Fraternity June 2011 - December 2012
Tilley Pressure Test May 2008 - August 2011
Roadhouse Bar & Grill May 2010 - August 2010
Skills
Customer Service, Sales, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Time Management, Teamwork, Leadership, Finance, Strategic Planning, Access, Financial Accounting, Risk Management, Budgets, Analysis, Project Planning, Data Analysis
Education
Oklahoma State University 2009 — 2013
Bachelor's Degree, Accounting and Finance
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
C-III Asset Management LLC February 2015 - Present
C-III Asset Management LLC October 2011 - Present
Reiser and Associates LLP January 2008 - September 2011
Fidelity Investments January 2007 - December 2007
Skills
Customer Service, Contract Negotiation, Customer Relations, Outlook, Budgeting, Financial Reporting, Financial Analysis, Microsoft Word, Microsoft Excel, Budgets, PowerPoint, Real Estate, Analysis, Finance, Strategic Planning, Leadership, Process Improvement, Forecasting, Team Building, Training, Management, Sales, Marketing, Accounting, Project Management, Market Research, Financial Modeling, Negotiation, Microsoft Office, Risk Management
Education
Oklahoma State University 2003 — 2006
Bachelor of Science, Business Administration; Marketing
Software Experts, Inc. July 2005 - Present
Software Experts, Inc. June 2005 - Present
Software Experts, Inc. June 2005 - Present
Software Experts, Inc. September 1998 - March 2006
Software Experts, Inc. August 1997 - August 1998
Fidelity Investments August 1987 - August 1997
Southland Corporation October 1986 - August 1987
Southwestern Life Insurance July 1982 - October 1986
Skills
Oil & Gas, Software Development, Consulting, Microsoft SQL Server, TSQL, ASP.NET, C#, Webforms, MVC, SOAP, WebAPI, ADO.NET, Bootstrap, JSON, Crystal Reports, Databases, Web Services, SDLC, Energy, Integration, Business Intelligence, Business Analysis, Project Management, Process Improvement, Management, Unix, Contract Negotiation, Accounting
Education
Oklahoma State University 1978 — 1982
BS, Business Administration
Phillips 66 August 2013 - Present
Fidelity Investments January 2011 - August 2013
Saxon Mortgage May 2010 - December 2010
Skills
Sales, Credit, Financial Services, Financial Analysis, Banking, Portfolio Management, Business Analysis, New Business Development, Marketing, Financial Modeling, Account Management, Social Networking, Finance, Training, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Management
Education
Texas Woman's University 2011 — 2014
Master of Business Administration (M.B.A.)
Oklahoma State University 2006 — 2010
BS, Finance
NICE Systems October 2014 - Present
NICE Systems July 2012 - September 2014
NICE Systems February 2012 - July 2012
Merced Systems January 2008 - July 2012
Dell June 2007 - November 2007
Fidelity Investments March 2004 - March 2006
Infosys Technologies Ltd 1997 - 2004
Skills
Business Intelligence, Business Analysis, Program Management, Analytics, Performance Management, SQL, Metrics, Call Center, Contact Centre..., Contact Center..., Key Performance..., Performance Measurement, Hyperion Enterprise, SDLC, Requirements Analysis, Management, Integration, Software Project..., SaaS, CRM, PL/SQL, Reporting & Analysis, ETL, Data Warehousing, Data Analysis, Oracle, Call Centers, Project Management
Education
University of Rochester - Simon Business School 2006 — 2007
MBA, MBA
Orissa University of Agriculture and Technology 1993 — 1997
Bachelor of Technology, Electronics
unit 1 boys high school
Vinmark Group Inc. 2013 - Present
Fidelity Investments 2011 - 2013
Fidelity Investments 2007 - 2011
Vinmark Group Inc. 2004 - 2007
Infomatics Consulting Group Inc November 1998 - December 2003
PreVision Marketing 1995 - 1998
Caesars Atlantic City 1993 - 1995
Skills
Business Analysis, Financial Services, Management Consulting, Information Security, SDLC, Software Project..., Program Management, PMP, Portfolio Management, PMO, Risk Management, Business Intelligence, Product Management, Project Management, Requirements Analysis, Enterprise Software, Process Improvement, Enterprise Architecture, Agile Methodologies, Requirements Gathering, Agile Project Management, Vendor Management, Information Technology, IT Strategy, Strategy, Analytics, Governance, Project Portfolio..., Business Process..., Risk Assessment, Consulting, Analysis, Management, Software Development, Leadership, Start-ups, Databases, Resource Management, Business Process, Business Development, Business Requirements
Education
Old Dominion University 1991 — 1993
M.B.A, Business Administration
University of Madras
Bachelor's Degree, Business/Commerce, General
UnitedHealth Group February 2014 - Present
UnitedHealth Group March 2010 - Present
Fidelity Investments February 2007 - March 2009
Cisco February 2000 - May 2002
IBM August 1996 - August 1999
Tennessee Valley Authority (TVA) February 1995 - August 1996
Harris Methodist Health Systems February 1993 - January 1995
Skills
Requirements Analysis, Metrics, IVR, Business Analysis, SDLC, Business Requirements, Visio, Business Process, Analytics, Documentation, IT Operations, User Acceptance Testing, Business Process Design, SharePoint, Systems Analysis, Customer Experience, Web Design, Web 2.0, Telecommunications, Cisco ICM, Kana, SQL Server, Aspect, Avaya PBX, Six Sigma, Web Services, Web Application Design, Tortoise SVN, Health Systems, NRC, Contact Centers, Agile Methodologies, Software Development, Cisco Technologies, Software Documentation, SOA, Cisco VoIP, Call Centers, PMP, Integration, Analysis, Enterprise Architecture, Intelligent Call Routing, Technical Analysis, Business Process..., VXML, ITIL, Business Intelligence, IT Management, IT Strategy
Education
Oklahoma State University 1987 — 1992
MS/CS
Fidelity Investments June 2012 - Present
BNY Mellon 2008 - 2012
State Street Corporation/IBT 2001 - 2008
Keane Inc 1995 - 2001
Skills
Enterprise Application..., Project/program..., Operations Management, Process Improvement, People Management, Vendor Management, Team Leadership, Training & Development, Performance Tuning, Technology Outsourcing, Cloud Computing, Database design and..., Enterprise Service Bus, Program Management, Management, Business Process..., Software Development
Education
TexasTech University 1992 — 1995
Master's Degree in Engineering, Engineering
Osmania University 1987 — 1991
Bachlor's degree, Civil Engineering
Monsoon Commerce March 2015 - Present
Monsoon Commerce September 2014 - Present
BIOTRONIK April 2011 - September 2014
BIOTRONIK April 2008 - April 2011
BIOTRONIK March 2006 - March 2008
Luth Research September 2005 - February 2006
Fidelity Investments June 2005 - September 2005
Fiserv December 2004 - June 2005
Oregon State University April 2003 - April 2005
Skills
Management, Software Development, Agile Methodologies, Enterprise Software, Project Management, Business Intelligence, Databases, Integration, Oracle, .NET, C#, Quality Assurance, SQL, ERP, Software Engineering, Microsoft SQL Server, SDLC, Cross-functional Team..., Java, Scrum, Unix, CRM, Leadership, Web Applications, SAP, Requirements Analysis, PMP, Visual Studio, Analysis, Enterprise Architecture, Linux, Testing, Vendor Management, ITIL, Business Analysis, Visual Basic, PL/SQL, Software Design, Object Oriented Design, Programming, Database Administration, Software Project..., XML, PHP, IT Management, System Administration
Education
Oregon State University
Master of Business Administration (MBA), Executive Leadership
Oregon State University 2003 — 2005
Master of Science (M.S.), Computer Science
University of Madras 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Agency Trading Group, Inc. January 2011 - Present
Pulse Trading September 2006 - October 2010
Knight Capital Group 2005 - 2006
Direct Trading Institutional 2003 - 2006
Debt XS March 2003 - November 2003
UBS 2002 - 2003
Fidelity Investments 2000 - 2002
Esker 1998 - 2000
Skills
Equities, Trading, Options, Trading Systems, Series 7, Bonds, Data Analysis, Hedge Funds, Finance, General Awesomeness, Financial Risk, Strategic Financial..., Electronic Trading, Securities, Series 63, FINRA, Equity Trading, Series 24, Bloomberg, Alternative Investments, Financial Planning
Education
Oklahoma State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Acker Investments August 2009 - Present
Info Risk Group LLC January 2003 - Present
VeriSign September 2004 - August 2009
PricewaterhouseCoopers August 2000 - November 2002
Fidelity Investments August 1994 - August 2000
Skills
Computer Forensics, Security, IT Audit, Governance, Consultancy, Litigation Support, SOX
Education
Suffolk University - Sawyer School of Management 1997 — 2000
MBA, Concentration in Finance
Old Dominion University 1988 — 1993
Bachelors, Computer Engineering
Fidelity Investments October 2012 - Present
Allen Systems Group October 2011 - October 2012
Allen Systems Group October 2010 - October 2011
Allen Systems Group October 2009 - October 2010
Allen Systems Group June 2007 - October 2009
Mobius Management Systems October 2005 - June 2007
Jeppesen / Boeing November 2004 - October 2005
CYA Technologies January 2003 - October 2004
Skills
HP QuickTest..., Software Quality..., Quality Center..., Test Automation, Test Management Tool, VMware, Team Building &..., Sahi, Unix, QTP, Testing, SOATest, Database Administration, Agile Methodologies
Education
Osmania University 1996 — 1999
Masters in Computers
Structured Financial Associates Account ExecutiveLone Star National BankAugust 1988 - December 1990
Fidelity Investments August 1985 - December 1987
Education
University of Notre Dame 1997 — 1997
CSSC, Certified Structured Settlement Consultant
Oklahoma State University 1981 — 1985
B. S., Finance, Economics
Fidelity Investments August 2012 - Present
IBM May 2012 - August 2012
IBM March 2010 - May 2012
IBM March 2007 - March 2010
IBM July 1999 - March 2007
Vial, Hamilton, Koch & Knox 1996 - 1999
KPMG Peat Marwick 1991 - 1993
Skills
Legal Writing, Legal Compliance, Legal Advice, Contract Negotiation, Legal Research, Business Ethics, FCPA Compliance, Corporate Governance, Legal Issues, Licensing Agreements, IT Products & Services..., Collaborative Problem..., International..., Business Transactions, Public Speaking, Strategic Thinking, Presentation..., Cross-functional Team..., Online Contracting, Business Writing, M&A due diligence, FCPA, Due Diligence, Licensing, Contractual Agreements
Education
Southern Methodist University 1993 — 1996
JD, Law
Oklahoma Baptist University 1989 — 1991
BBA, Accounting
Dartmouth Hitchcock Medical Center April 2011 - Present
Central Maine Medical Center May 2009 - April 2011
Fidelity Investments September 1995 - May 2001
Thinking Machines Corporation May 1989 - May 1995
Education
Central Maine Medical Center College of Nursing and Health Professions 2007 — 2009
ADN, Nursing
Oregon State University 1983 — 1987
Tangent Solutions February 2008 - February 2011
Franklin Templeton Investments February 2008 - June 2009
Infosys Technologies Ltd August 2005 - February 2008
Fidelity Investments April 2004 - August 2005
Covansys February 2000 - April 2004
Skills
Solution Architecture, Business Intelligence, SOA, Requirements Analysis, Java Enterprise Edition, CPLEX, OPL, ILOG ODME, Supply Chain..., Mathematical Programming, IBM ILOG JVIEWS, Enterprise Asset..., Hybris, Application Architecture, PL/SQL, Software Development, Integration, Architecture, Salesforce.com, force.com, Cloud Solutions, Mobile Apps, Pre-sales, Enterprise Architecture, Cloud Computing, Weblogic, Architectures, Software Project...
Education
Osmania University 1996 — 1999
MCA, Computer Applications
EVR Degree College 1994 — 1996
BSc, MPC
Belk August 2015 - September 2015
InterContinental Hotels Group (IHG®) January 2015 - August 2015
Walmart January 2014 - December 2014
Accenture April 2013 - September 2013
McKesson December 2007 - April 2013
Wellington Management May 2006 - December 2007
Fidelity Investments November 2004 - May 2006
IBM October 2000 - October 2004
Ruksun July 1997 - April 1999
Skills
Integration, ITIL, EAI, Solution Architecture, Enterprise Architecture, Supply Chain Management, Websphere, SDLC, RFID+, Cloud Computing, SOA, WebSphere MQ, Middleware, Data Migration, WebSphere Message Broker, ESB, WebSphere Application..., JMS, SAP, Management, Infrastructure, IT Strategy, Resource Utilization, Cost Reduction, RFID, Infrastructure Architect
Education
Osmania University
Masters in Computer Applications, Computers
Fidelity Investments 1993 - Present
EDS 1986 - 1993
Skills
SDLC, Mutual Funds, Financial Services, Vendor Management, Unix, Program Management, Agile Methodologies, Requirements Analysis, Series 63, Project Management, Series 7, Requirements Gathering, Enterprise Software, Disaster Recovery, IT Strategy
Education
Oklahoma State University 1981 — 1986
Fidelity Investments January 2015 - Present
Fidelity Investments February 2008 - January 2015
GuideStone Financial Resources May 2001 - February 2008
Skills
Mutual Funds, Retirement, Financial Services, 401k, Management, Retirement Planning, Investment Advisory
Education
Southern Methodist University 2007 — 2009
CFP, Certificate of Financial Planning
Oklahoma Baptist University 1997 — 2001
BBA, Finance
Tuesday Morning March 2015 - Present
JCPenney May 2012 - February 2015
JCPenney June 2011 - April 2012
JCPenney August 2008 - June 2011
JCPenney November 2006 - July 2008
JCPenney August 2004 - November 2006
CompuCom October 2000 - August 2004
La Quinta September 1999 - October 2000
Fidelity Investments April 1998 - September 1999
Fidelity Investments March 1997 - April 1998
Skills
Merchandising, Sales, Time Management, Footwear, Apparel, Profit, Merchandise Planning, Project Planning, Budgets, Retail, Assortment, Store Management, CPFR, Inventory Control, Inventory Management
Education
The University of Dallas 1997 — 1999
Master of Business Administration, Corporate Finance
Oklahoma State University 1987 — 1992
Bachelor of Science, Marketing
Fidelity Investments May 2012 - Present
PMI New Hampshire Chapter March 2012 - Present
Fidelity Investments June 2007 - April 2012
Fidelity Investments January 2005 - June 2007
Fidelity Investments September 2003 - December 2004
Skills
Program Management, Project Management, PMP, Leadership, Cross-functional Team..., Management, Insurance, Vendor Management, Visio, Process Improvement, Risk Management, Business Analysis, Training, Project Planning, MS Project, Requirements Gathering, Six Sigma, Team Building, Strategic Planning, Client-focused, Operations Management, Project Portfolio...
Education
Southern New Hampshire University 2006 — 2008
MBA
Oral Roberts University 1997 — 2001
Bachelor of Science, Business
Fidelity Investments November 2009 - Present
Deutsche Bank September 2007 - November 2009
Microsoft April 2000 - September 2007
HP June 1996 - April 2000
U.S. Navy June 1987 - June 1996
Skills
Procurement, Contract Negotiation, Business Process..., Outsourcing, Team Building, Strategic Sourcing, Offshoring, Process Improvement, Program Management, Cross-functional Team..., Business Analysis, IT Strategy, Telecommunications, SDLC, Global Sourcing, Strategic Planning, RFP, Project Management, Strategy, Sourcing, Negotiation, Vendor Management, Governance, Business Transformation, Change Management, Budgets, Leadership, Team Leadership, Product Management, Cloud Computing, Risk Management, Operations Management, Contract Management, Management
Education
Oregon State University 1983 — 1987
Bachelor of Science (B.S.), Biology
Fidelity Investments January 1998 - Present
Skills
CRM
Education
Oregon State University 1992 — 1994
Master's Degree, Education
Wake Forest University 1987 — 1991
Bachelor of Arts (B.A.)
Capital One 2010 - 2011
TD Ameritrade March 2004 - July 2010
Accenture 2003 - 2004
Fidelity Investments 1994 - 1995
Skills
Call Center, Customer Service, Quality Assurance, Vendor Management, Operations Management, Team Leadership, Customer Satisfaction, Leadership Development, Workforce Management, Analysis, Cross-functional Team..., Customer Retention, Mentoring, Cross Selling, Metrics, KPI, Forecasting, IVR, Client Services, Analytics, Call Centers, Financial Services, Training
Education
Oklahoma State University 1984 — 1989
Fragomen, Del Rey, Bernsen & Loewy May 2014 - Present
Berry Appleman & Leiden LLP December 2013 - February 2014
Dallas District Attorney's Office August 2013 - November 2013
7th Judicial District Court January 2013 - April 2013
194th Judicial District Court May 2012 - August 2012
Therapy 360/Speech Unlimited February 2009 - August 2012
43rd Judicial District Court June 2011 - August 2011
Fidelity Investments June 2007 - February 2009
Skills
Legal Writing, Legal Research, Legal Discovery, Westlaw, Litigation, Courts, Legal Assistance, Family Law, Legal Issues, Lexis, Document Review, Hearings, Trials, LexisNexis, Bankruptcy, Research
Education
Oklahoma City University School of Law 2010 — 2013
JD, Law
University of North Texas 2004 — 2007
B.A., English
Fidelity Investments HR Services February 2005 - February 2009
Fidelity Investments September 2000 - February 2009
Education
Oregon State University
BS, Health Education & Promotion
Atlas Pipeline Mid-Continent Financial AnalystCITGO PetroleumJanuary 2002 - November 2006
Fidelity Investments July 2000 - December 2000
Education
University of Oklahoma - Price College of Business 1997 — 2001
Bachelors of Accountancy, Accounting & Finance
Oklahoma State University
MBA
Fidelity Investments February 2004 - January 2008
Grant Thornton May 1978 - November 2001
Education
Oklahoma State University 1973 — 1978
MSA, Accounting
Fidelity Investments May 2015 - Present
Fidelity Investments March 2015 - May 2015
Fidelity Investments August 2014 - March 2015
Fidelity Investments October 2013 - August 2014
Refuge Young Adults January 2010 - January 2014
T. Rowe Price June 2012 - October 2013
New Life Church December 2007 - October 2012
T. Rowe Price December 2011 - June 2012
University of Colorado at Colorado Springs August 2011 - May 2012
T. Rowe Price August 2010 - December 2011
Skills
Leadership, Sales, Training, Human Resources, Leadership Development, Customer Satisfaction, Team Building, Microsoft Office, Event Planning, Management, Customer Service, Social Media, Microsoft Excel, Social Networking, Public Speaking, Marketing, Time Management, Data Entry, Coaching, Outlook, Strategic Planning, PowerPoint, Microsoft Word, Data Analysis, Marketing Strategy, Analysis, Social Media Marketing, Call Centers, Volunteer Management, Employee Training, Retail, Teamwork, Team Leadership, Nonprofits, Inventory Management, Administration, Finance, Research, Teaching, Organizational..., Financial Analysis, Customer Experience, Change Management, Negotiation, Mac, Windows, Market Research, Advertising, Process Improvement, Operations Management
Education
University of Colorado at Colorado Springs 2010 — 2012
MBA, Operations Management, 3.64
University of Colorado Colorado Springs 2007 — 2010
B.S., Human Resources Management & Finance
Oral Roberts University 2006 — 2007
B.S., Business Management
Fidelity Investments July 2014 - Present
Fidelity Investments May 1999 - July 2014
Great-West October 1997 - May 1999
Exempla Healthcare October 1996 - October 1997
Lincoln Trust Company May 1992 - October 1996
Skills
Compliance, Pensions, Investments, Equities, Series 63, Risk Management, Mutual Funds, Retirement, Process Improvement, Series 6, Persuasive Presentations, Client Facing Skills, Employee Benefits, Financial Services, 401k, Series 7, Retirement Planning, Securities, Analysis, Asset Allocation, Business Planning, Investment Advisory
Education
University of Colorado Denver 1994 — 1997
M.B.A., Business
Oklahoma State University 1987 — 1991
B.S., Management
Fidelity Investments October 2012 - Present
BB&T March 2011 - June 2012
Fidelity Investments May 2006 - December 2008
Fidelity Investments January 1999 - December 2008
Fidelity Investments July 2005 - April 2006
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 1999 - January 2001
Krijal Software October 1997 - January 1999
KRIJAL SOFTWARE January 1997 - January 1999
Education
Osmania University 1987 — 1992
BS Computers, Math
Osmania University
B S, Computer Science
Fidelity Investments February 2015 - Present
Burst Media November 2011 - January 2015
Newman Architects, PC December 2010 - October 2011
Senses Art and Culture Magazine 2008 - 2009
Skills
Graphic Design, Logo Design, Typography, Illustrator, Art Direction, InDesign, Adobe Creative Suite, Illustration, Corporate Identity, Layout, Concept Development, Web Design, Photoshop, Advertising
Education
Ringling College of Art and Design 2004 — 2008
Graphic and Interactive Communications, Graphic Design
Old Dominion University 2003 — 2005
Art Teacher Education
Fidelity Investments July 2007 - Present
Fidelity Investments July 1998 - July 2007
Fidelity Investments October 1993 - July 1998
Fidelity Investments August 1985 - October 1993
Skills
Securities License..., Securities License..., Seccurities License..., Group 1 Life Insurance..., Financial Services, Relationship Management, Business Development, Fixed Annuities, Sales, Life Insurance, Portfolio Management, Risk Management, Investments, Mutual Funds
Education
The University of Dallas 1999 — 2002
Master of Business Administration (M.B.A.)
Oklahoma State University 1975 — 1979
Bachelor's Degree
Broken Arrow High School , Broken Arrow , Ok
High School
River Dell Regional High School , Oradell , NJ
Bank of America April 2010 - Present
Fidelity Investments December 2006 - April 2010
South Florida Water Management District May 2005 - November 2006
Skills
WebSphere Application..., Websphere, SOA, Unix, Disaster Recovery, Apache, Tomcat, WebSphere Process Server, IBM HTTP Server, Solaris, High Availability, Web Services, Unix Shell Scripting, JBoss Application Server, AIX, Performance Tuning, DB2, Weblogic, Middleware
Education
Osmania University
MBA, Finance
Sheffield Hallam University
MBA, International Business Management
Fidelity Investments April 2009 - Present
Fidelity Investments February 2007 - February 2009
Associated Securities Corp. July 1999 - February 2007
Skills
Financial Services, Investments, CRM
Education
Oregon State University
BS, Communications - Business Admin.
Sabre Airline Solutions November 2012 - Present
Sabre Airline Solutions September 2010 - November 2012
Fidelity Investments July 2008 - October 2010
Fidelity Investments June 2007 - July 2008
Skills
SQL*Plus, Private Pilot, Requirements Analysis, Microsoft Excel, Financial Accounting, Mutual Funds, Series 63, Series 6, Auto Detailing, Business Analysis, Project Management, IT Solutions, Investments, Financial Analysis, Finance, Product Development, Airlines, Sabre, Analysis, Management
Education
Oklahoma State University 2003 — 2007
Aviation Management, Aviation, Business Administration, Finance
Seagate Technology March 2012 - Present
Seagate Technology October 2006 - March 2012
Fidelity Investments May 1998 - October 2006
Skills
Program Management, Vendor Management, Storage, ITIL, Data Center, Disaster Recovery, IT Management, Unix, Visio, Six Sigma, SDLC, Process Improvement, Servers, Virtualization, IT Strategy, VMware, Business Analysis, Solaris, System Administration, Integration, Business Continuity, Software Documentation, Management, Hardware, Leadership, Oracle, Cloud Computing, IT Service Management, Information Technology, PMP
Education
Oklahoma State University 1983 — 1984
BS, Geology
Edmond Memorial High School
US Trust, Bank of America Private Wealth Management May 2002 - Present
Arthur Andersen 2000 - 2002
Fidelity Investments 1995 - 2000
Skills
Management, Wealth Management..., High Net Worth..., Asset Allocation, Wealth Management, Asset Management, Series 7, Strategic Planning, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Leadership, Strategic Financial...
Education
Oklahoma State University 1987 — 1991
Bachelor of Science in Business Administration, Finance
Edison High School 1984 — 1987
Edison High School
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors January 2012 - January 2014
Solution Consultants July 2010 - January 2012
Morgan Stanley Smith Barney October 2007 - May 2010
Wells Fargo Advisors July 2005 - November 2007
Wells Fargo Advisors May 1998 - June 2005
Fidelity Investments June 1989 - October 1996
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Mutual Funds, Portfolio Management, Leadership, Management, Change Management, Project Management
Education
Oklahoma State University 1982 — 1987
BS in Business Adminstration, Finance
Fidelity Investments November 1996 - Present
Sabre Holdings May 1988 - November 1996
Boeing Commercial Airplanes February 1983 - May 1988
Skills
Vendor Management, Disaster Recovery, SDLC, Unix, Enterprise Architecture, Data Warehousing, Requirements Analysis, Program Management, Business Analysis, Solaris, Integration, Project Management, Change Management, Business Intelligence, Databases, IT Strategy, Software Project..., PMO, ITIL, Data Center
Education
Wichita State University 1982 — 1985
BA, Mathematics
Oral Roberts University 1976 — 1978
BA, Theology / Historical Studies
The University of Kansas 1973 — 1975
Fidelity Investments October 2007 - Present
NADA February 2005 - October 2007
Education
Old Dominion University 2000 — 2004
Bachelor of Science, Finance
Level 3 Communications - "The trusted connection to the networked world." 2012 - Present
Tracker Communications LLC 2006 - 2012
Arvest Bank 2003 - 2010
Southern Hills Donut and Bakery 2000 - 2003
Fidelity Investments 1989 - 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Salesforce.com, Sales, Sales Management, Sales Operations, Project Management, Account Management, Treasury Management, Treasury Services, Commercial Banking, Internet Banking, Retirement Planning, Qualified Retirement..., Successful Business..., Owner-managed businesses, Finance
Education
Oklahoma State University 1981 — 1986
Bachelor of Science, Business Administration
Jenks High School
Fidelity Investments July 2012 - Present
IN MOTION DJ November 2009 - December 2012
Benchmark Hospitality June 2011 - July 2012
Kiewit January 2008 - January 2011
Oklahoma State Tax Commission June 2007 - August 2007
Frontier Electronic Systems January 2006 - June 2007
Shake Rattle and Roll & Black Tie DJ's March 2005 - November 2006
Skills
Payroll, Cost, Budgeting, Accounting, Financial Reporting, Auditing, Excel, Budgets, Microsoft Excel, Accounts Payable, Financial Analysis, Variance Analysis, General Ledger, Journal Entries, Accruals, Microsoft Office, Microsoft Word, Procurement
Education
Oklahoma State University 2003 — 2007
Bachelor of Science, Accounting
Wellington Management August 2010 - Present
Gannett Welsh & Kotler May 2000 - August 2010
Fidelity Investments 1998 - 2000
Skills
Alternative Investments, Business Analysis, Derivatives, Equities, Investment Management, Mutual Funds, Salesforce.com, Securities
Education
Old Dominion University
Bachelor of Arts (B.A.)
Fidelity Investments 2006 - Present
Citi Group 2000 - 2006
A.G. Edwards & Sons, Inc. 1996 - 2000
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Fixed Income, Asset Management, Investment Advisory, Securities, Portfolio Management, Equities, Strategic Financial..., Investment Strategies, Alternative Investments, Retirement, Estate Planning, FINRA, Investment Management
Education
Old Dominion University 1987 — 1991
B.S.
Randolph Macon Academy
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (M.B.A.), Finance, General
Villanova University
M.A.
West Chester University of Pennsylvania
Master of Science (M.S.)
Bank of America January 2011 - July 2014
Bank of America March 2009 - January 2011
Fidelity Investments September 2008 - February 2009
Skills
Loans
Education
Oklahoma State University 2003 — 2006
Fidelity Investments 2000 - 2010
Abacus Consulting / The Harbour Group 1999 - 2000
AT&T 1989 - 1997
Education
Oklahoma State University 1980 — 1984
BS, Management Science and Computer Information Systems
Stillwater High School 1976 — 1980
Fidelity Investments March 2013 - Present
Skills
Project Management, Requirements Analysis, SharePoint, Visio, Leadership, SDLC, Integration, Process Improvement, SQL, Analysis, Health Savings Accounts, 401k, Defined Contribution
Education
Olivet Nazarene University
BS
Greenville Health System August 2013 - Present
Fidelity Investments January 2007 - November 2011
Fidelity Investments March 2006 - January 2007
Fidelity Investments August 2004 - March 2006
Public Service Co of NH January 2000 - January 2003
Marlon K Baese January 1986 - January 2003
Public Service Co of NH January 1996 - January 2000
Skills
Process Improvement, Business Analysis, Internal Audit, Financial Analysis, Payroll, Reconciliation, Auditing, Payroll Processing, Access, Analysis, Training, Management
Education
Oral Roberts University 1973 — 1977
BS, double; Business Administration and Accounting
MetLife May 2015 - Present
Fidelity Investments February 2012 - May 2015
ING Investment Management July 2011 - January 2012
WellsFargo January 2010 - June 2011
OberonIT September 2009 - December 2009
Henry W.Bloch School August 2007 - July 2009
Travel Bookings and Reservations March 2005 - May 2006
Skills
Java, Databases, C++, Business Analysis, HTML, Git, ClearCase, SQL, SDLC, Oracle, MySQL, Data Analysis, Financial Services, JMS, ws security, security domain, role based engineering, sybase, JMeter, Hadoop, Jenkins, Maven, SAML 2.0, Spring Framework, iBatis, Hibernate, SOAP, JBoss Application Server
Education
University of Missouri-Kansas City 2006 — 2006
Master's Degree, Computer Science
Osmania University
Bachelor of Engineering in Computer Science, Computer Science
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2010 - 2012
Education
Oklahoma State University 2005 — 2008
Bachelor of Arts, History
M2 steel September 2006 - Present
Fidelity Investments January 1993 - January 2003
Education
Oklahoma State University 1986 — 1987
Hotel/Motel Administration/Management
Northeastern State University 1981 — 1983
Bachelor's degree, Business Administration and Management, General
Fidelity Investments April 2007 - Present
Workplace Investing/ Benefit Plan Services/Payroll April 2007 - Present
Fidelity Investments Brokerage Services December 1997 - April 2007
Fidelity Investments Brokerage December 1997 - April 2007
Fidelity Investments Brokerage January 1997 - January 2007
Skills
Mutual Funds, Analysis, Outlook, Securities, Management, Lotus Notes, Microsoft Excel, Mentoring, Customer Satisfaction, Tax, Training, Customer Service, Microsoft Word, PowerPoint, Payroll, 401k, ACH
Education
Keller/DeVry Graduate School of Management 2012 — 2013
Graduate Accounting Certificate, Financial and Managerial Accounting
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Marketing, 3.6
Oklahoma City University 1989 — 1995
Bachelors of Science, Business Administration
Cary Skin Center August 1999 - Present
Gusto Communications January 1997 - December 2000
Horizon Rehabilitation Center January 1996 - January 1997
Rehab Therapy March 1995 - October 1995
Phoenix General Hospital October 1990 - August 1994
The Dial Corporation June 1989 - September 1990
Malden Hospital April 1988 - May 1989
Fidelity Investments September 1986 - March 1988
Amoco Oil & Gas Company September 1983 - May 1986
Skills
General Ledger, Accounts Payable, Accounts Receivable, Payroll, Financial Statements, Variance Analysis, Budgets, Analysis, Expenses, Accounting, Financial Reporting, Management, Account Reconciliation, Time Management, Fixed Assets
Education
Oral Roberts University 1979 — 1983
Bachelor of Science (BS), Accounting
Fidelity Investments March 2015 - Present
UBS Wealth Management June 2014 - October 2014
Duke University August 2009 - April 2013
Skills
Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Data Analysis, Management, English, Market Research, Windows 7, Financial Analysis, Strategic Thinking, Competitive Analysis, Teamwork
Education
Duke University 2009 — 2013
Bachelor of Science, Economics (BS)
Old Dominion University
Bachelor of Business Administration (B.B.A.), Finance, General
Fifth Third Securities July 2005 - Present
Fidelity Investments 2000 - September 2003
Borders Books July 1997 - July 1999
Skills
Employee Training, Employee Benefits, Payroll, Retirement, Retirement Planning, IRAs, Human Resources, Pensions, Profit Sharing, Interpret and..., Troubleshooting, Employee..., Leadership, Process Improvement, Roth IRA, Management, Qualified Retirement..., Finance, Team Building
Education
Wright State University 2003 — 2005
Master of Business Administration (MBA), Management - Innovation and Change, 3.73 GPA
Oklahoma City University 1993 — 1995
Bachelor of Science (B.S.), Technical Management
Rose State College 1983 — 1985
Associate of Science (A.S.), Broadcasting
Fidelity Investments 2013 - Present
Fannie Mae November 2007 - July 2013
MCGRAW-HIL, Nashville February 2007 - October 2007
Skills
Oracle Database...
Education
Osmania University
Master's degree, Mathematics