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.
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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
Aisha Wright Aisha Wright's Fidelity Investments Experience April 2011 - Present
Job Sr Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments January 2009 - March 2011
Fidelity Investments January 2008 - January 2009
Fidelity Investments January 2004 - January 2008
The Hanover Insurance Group July 1999 - October 2000
LaSalle Bank January 1998 - August 1999
Skills
Financial Services, 401k, Retirement Planning, Business Analysis, Client Services
Education
Penn State University 2012 — 2015
Organizational Leadership
University of Illinois at Chicago 1998 — 1999
Fidelity Investments April 2011 - Present
Fidelity Investments January 2009 - March 2011
Fidelity Investments January 2008 - January 2009
Fidelity Investments January 2004 - January 2008
The Hanover Insurance Group July 1999 - October 2000
LaSalle Bank January 1998 - August 1999
Skills
Financial Services, 401k, Retirement Planning, Business Analysis, Client Services
Education
Penn State University 2012 — 2015
Organizational Leadership
University of Illinois at Chicago 1998 — 1999
Deborah Young-Kroeger Deborah Young-Kroeger's Fidelity Investments Experience 2000 - 2006
Job Retired February 2015
Industry Professional Training & Coaching
Experience
Integration Partners July 2013 - February 2015
New England Baptist Hospital September 2012 - July 2013
DYKroeger & Associates February 2009 - July 2013
Teradyne, Inc. September 2006 - February 2009
DYKroeger & Associates February 1997 - September 2006
Fidelity Investments 2000 - 2006
BankBoston (aka Bank of America) January 1996 - February 1997
The Ritz-Carlton Hotel Company, Boston February 1988 - January 1996
Skills
Organizational..., Organizational..., Leadership Development, Employee Engagement, Change Management, Succession Planning, Performance Management, Executive Coaching, Personnel Management, Strategy, Employee Relations, Leadership, Human Resources, Training, Program Management, Process Improvement, Team Building, Business Strategy, Cross-functional Team..., Management
Education
Pepperdine University 1998 — 2002
MS, Organization Development
Integration Partners July 2013 - February 2015
New England Baptist Hospital September 2012 - July 2013
DYKroeger & Associates February 2009 - July 2013
Teradyne, Inc. September 2006 - February 2009
DYKroeger & Associates February 1997 - September 2006
Fidelity Investments 2000 - 2006
BankBoston (aka Bank of America) January 1996 - February 1997
The Ritz-Carlton Hotel Company, Boston February 1988 - January 1996
Skills
Organizational..., Organizational..., Leadership Development, Employee Engagement, Change Management, Succession Planning, Performance Management, Executive Coaching, Personnel Management, Strategy, Employee Relations, Leadership, Human Resources, Training, Program Management, Process Improvement, Team Building, Business Strategy, Cross-functional Team..., Management
Education
Pepperdine University 1998 — 2002
MS, Organization Development
Denise Lukens Denise Lukens's Fidelity Investments Experience October 2012 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Vanguard June 2011 - November 2012
Vanguard June 2000 - June 2011
Vanguard July 1998 - June 2000
Skills
Relationship Management, 401k, Retirement, Leadership, Communication Skills, Superior Client Service, Mentoring
Education
Penn State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2012 - Present
Vanguard June 2011 - November 2012
Vanguard June 2000 - June 2011
Vanguard July 1998 - June 2000
Skills
Relationship Management, 401k, Retirement, Leadership, Communication Skills, Superior Client Service, Mentoring
Education
Penn State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Kurt Pachik Kurt Pachik's Fidelity Investments Experience June 1995 - March 1997
Job Consultant at PJM Interconnection
Industry Utilities
Experience
PJM Interconnection March 2014 - August 2015
SEI July 2013 - March 2014
Kurt Pachik Consulting 2003 - June 2013
First USA / BankOne April 2002 - May 2003
JH Whitney Investment Management January 2000 - March 2002
Protegrity June 1998 - January 2000
Oracle Corporation March 1997 - June 1998
Fidelity Investments June 1995 - March 1997
Skills
Oracle, Oracle Certified DBA, Database Design, SQL, SQL Tuning, Oracle PL/SQL..., Software Development, Unix, Solution Architecture, Unix Shell Scripting, Data Modeling, Toad, Business Analysis, PL/SQL, Databases, Agile Methodologies, IT Management, ITIL, Scrum, Oracle Database..., Shell Scripting, Software Project...
Education
Pennsylvania State University-Great Valley Graduate Center 1993 — 1996
PJM Interconnection March 2014 - August 2015
SEI July 2013 - March 2014
Kurt Pachik Consulting 2003 - June 2013
First USA / BankOne April 2002 - May 2003
JH Whitney Investment Management January 2000 - March 2002
Protegrity June 1998 - January 2000
Oracle Corporation March 1997 - June 1998
Fidelity Investments June 1995 - March 1997
Skills
Oracle, Oracle Certified DBA, Database Design, SQL, SQL Tuning, Oracle PL/SQL..., Software Development, Unix, Solution Architecture, Unix Shell Scripting, Data Modeling, Toad, Business Analysis, PL/SQL, Databases, Agile Methodologies, IT Management, ITIL, Scrum, Oracle Database..., Shell Scripting, Software Project...
Education
Pennsylvania State University-Great Valley Graduate Center 1993 — 1996
Ann Hartman's Fidelity Investments Experience July 2012 - December 2014
Job Implementation Analyst at Global Operations and Risk Solutions
Industry Information Technology and Services
Experience
Global Operations and Risk Solutions March 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments November 2010 - April 2012
Fidelity Investments July 2005 - November 2010
Fidelity Investments December 2003 - July 2005
A4 Health Systems 2002 - 2003
Infor (Geac Computers) 1994 - 2002
Skills
Requirements Analysis, Agile Methodologies, Oracle, Software Documentation, Testing, Oracle E-Business Suite, Data Analysis, Process Improvement, Vendor Management, Problem Solving, Software Project..., Six Sigma, Integration, Waterfall, Financial Services, Quality Assurance, Systems Analysis, Requirements Gathering, Oracle SQL, Functional..., Queries, Agile, Data Mining, User Interface Design, Technical Analysis, User Acceptance Testing, System Configuration, Oracle Applications, Relational Databases, Root Cause Analysis, Excel, Access, Payroll Software, HRIS, HR Solutions, Payroll Administration, Payroll Taxes, Procurement, Healthcare IT, Software Development, Software Implementation, Customer Relations, Client Services, Client Relationship..., Help Desk Management, Oracle HR, Operations Management, Expense Control, Supplier Management, OBIEE
Education
Plymouth State University
Bachelor's degree, Computer Science & Math
Global Operations and Risk Solutions March 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments November 2010 - April 2012
Fidelity Investments July 2005 - November 2010
Fidelity Investments December 2003 - July 2005
A4 Health Systems 2002 - 2003
Infor (Geac Computers) 1994 - 2002
Skills
Requirements Analysis, Agile Methodologies, Oracle, Software Documentation, Testing, Oracle E-Business Suite, Data Analysis, Process Improvement, Vendor Management, Problem Solving, Software Project..., Six Sigma, Integration, Waterfall, Financial Services, Quality Assurance, Systems Analysis, Requirements Gathering, Oracle SQL, Functional..., Queries, Agile, Data Mining, User Interface Design, Technical Analysis, User Acceptance Testing, System Configuration, Oracle Applications, Relational Databases, Root Cause Analysis, Excel, Access, Payroll Software, HRIS, HR Solutions, Payroll Administration, Payroll Taxes, Procurement, Healthcare IT, Software Development, Software Implementation, Customer Relations, Client Services, Client Relationship..., Help Desk Management, Oracle HR, Operations Management, Expense Control, Supplier Management, OBIEE
Education
Plymouth State University
Bachelor's degree, Computer Science & Math
Andrea Cannon Andrea Cannon's Fidelity Investments Experience July 2008 - November 2009
Job Freelance Writer, Editor, Online Community Manager
Industry Writing and Editing
Experience
Wise Bread March 2015 - Present
Goodsearch.com April 2014 - Present
AudioLogic Web Solutions, LLC June 2007 - Present
The Stepford Guide July 2012 - Present
OrangeSoda January 2010 - July 2015
MWI Utah July 2014 - January 2015
WriterAccess January 2014 - September 2014
Hit Web Design November 2009 - February 2011
Fidelity Investments July 2008 - November 2009
Glencrest Investment Advisors March 2007 - July 2008
Skills
Blogging, Editing, SEO, Customer Service, Facebook, Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Photoshop, Web Content, Copywriting, Online Marketing, Social Media Marketing, Public Speaking, Web Analytics, Social Networking, Content Strategy, English, Windows, Outlook, Strategic Planning, SEO copywriting, Social Media, Blog Marketing, Teaching, Writing, HTML, Budgets, Negotiation, Consumer Product Testing, Reviews, Social Media Outreach, Cosmetics, Beauty Industry, WordPress, Lightroom, Press Releases, Newsletters, Adobe Creative Suite, InDesign, Content Writing, Advertising
Education
Pitzer College 2002 — 2006
Bachelor of Science (BS), Mathematical Economics
INSTITUTE FOR CENTRAL AMERICAN DEVELOPMENT STUDIES 2005 — 2005
Study Abroad Program, Health Program
Wise Bread March 2015 - Present
Goodsearch.com April 2014 - Present
AudioLogic Web Solutions, LLC June 2007 - Present
The Stepford Guide July 2012 - Present
OrangeSoda January 2010 - July 2015
MWI Utah July 2014 - January 2015
WriterAccess January 2014 - September 2014
Hit Web Design November 2009 - February 2011
Fidelity Investments July 2008 - November 2009
Glencrest Investment Advisors March 2007 - July 2008
Skills
Blogging, Editing, SEO, Customer Service, Facebook, Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Photoshop, Web Content, Copywriting, Online Marketing, Social Media Marketing, Public Speaking, Web Analytics, Social Networking, Content Strategy, English, Windows, Outlook, Strategic Planning, SEO copywriting, Social Media, Blog Marketing, Teaching, Writing, HTML, Budgets, Negotiation, Consumer Product Testing, Reviews, Social Media Outreach, Cosmetics, Beauty Industry, WordPress, Lightroom, Press Releases, Newsletters, Adobe Creative Suite, InDesign, Content Writing, Advertising
Education
Pitzer College 2002 — 2006
Bachelor of Science (BS), Mathematical Economics
INSTITUTE FOR CENTRAL AMERICAN DEVELOPMENT STUDIES 2005 — 2005
Study Abroad Program, Health Program
Tenisha Barnes, MBA, PHR Tenisha Barnes, MBA, PHR's Fidelity Investments Experience September 2011 - June 2014
Job HR Generalist/Client Manager at Bayer
Industry Human Resources
Experience
Fidelity Investments September 2011 - June 2014
ConAgra Foods August 2010 - June 2011
ConAgra Foods October 2008 - August 2010
Eaton Corporation July 2006 - October 2008
Manpower Professional March 2006 - June 2006
Wake Medical Hospital January 2006 - January 2006
Triangle United Way February 2004 - January 2006
INROADS 1999 - 2001
Skills
Employee Relations, Performance Management, Leadership Development, Onboarding, Recruiting, HRIS, Talent Management, Employee Training, Applicant Tracking..., Human Resources, Personnel Management, Metrics, Coaching, Labor Relations, Project Management, Employee Engagement, Employee Benefits, HR Consulting, Management
Education
Pfeiffer University
MBA/MSL (Master of Science
University of North Carolina at Greensboro
B.S
Fidelity Investments September 2011 - June 2014
ConAgra Foods August 2010 - June 2011
ConAgra Foods October 2008 - August 2010
Eaton Corporation July 2006 - October 2008
Manpower Professional March 2006 - June 2006
Wake Medical Hospital January 2006 - January 2006
Triangle United Way February 2004 - January 2006
INROADS 1999 - 2001
Skills
Employee Relations, Performance Management, Leadership Development, Onboarding, Recruiting, HRIS, Talent Management, Employee Training, Applicant Tracking..., Human Resources, Personnel Management, Metrics, Coaching, Labor Relations, Project Management, Employee Engagement, Employee Benefits, HR Consulting, Management
Education
Pfeiffer University
MBA/MSL (Master of Science
University of North Carolina at Greensboro
B.S
Penny (E-mail) Penny (E-mail)'s Fidelity Investments Experience 2011 - 2012
Job Attended Pickens Technical College
Industry
Experience
Fidelity Investments 2011 - 2012
US Census Bureau November 2010 - September 2011
Education
Pickens Technical College 2011 — 2013
Certificate, Business Technology
Fidelity Investments 2011 - 2012
US Census Bureau November 2010 - September 2011
Education
Pickens Technical College 2011 — 2013
Certificate, Business Technology
Terri Ciaramitaro Terri Ciaramitaro's Fidelity Investments Experience October 2007 - September 2010
Job Merchandising ASP Meat & Seafood at Kroger
Industry Outsourcing/Offshoring
Experience
Kroger November 2014 - Present
Convergys October 2010 - July 2014
NKMOTC 1999 - 2011
Fidelity Investments October 2007 - September 2010
Convergys April 1997 - April 1999
Skills
BPO, Call Center, Customer Satisfaction, CRM, Team Management, Telemarketing, Inbound Marketing, Solution Selling, Customer Experience, Customer Retention, Sales, Customer Service, Transition Management, Microsoft Office, Consumer Products, Call Centers, Management, Forecasting, Marketing, Time Management, Coaching, Microsoft Excel
Education
Philadelphia University
BS Business Administration, Marketing/Computer Management
Kroger November 2014 - Present
Convergys October 2010 - July 2014
NKMOTC 1999 - 2011
Fidelity Investments October 2007 - September 2010
Convergys April 1997 - April 1999
Skills
BPO, Call Center, Customer Satisfaction, CRM, Team Management, Telemarketing, Inbound Marketing, Solution Selling, Customer Experience, Customer Retention, Sales, Customer Service, Transition Management, Microsoft Office, Consumer Products, Call Centers, Management, Forecasting, Marketing, Time Management, Coaching, Microsoft Excel
Education
Philadelphia University
BS Business Administration, Marketing/Computer Management
Kelley (Hillegass) Prahl Kelley (Hillegass) Prahl's Fidelity Investments Experience June 1995 - December 1997
Job Adult Discipleship Director at St. Philip's Episcopal Church
Industry Religious Institutions
Experience
Caffeine Created Designs March 2008 - September 2011
Texas May 2003 - September 2011
Li Tian Designs April 2007 - April 2009
SAP America, Inc. January 1998 - June 2002
Fidelity Investments June 1995 - December 1997
Imo Industries Inc. January 1989 - May 1995
Skills
Photoshop, Graphic Design, Web Design, Marketing Communications, Teaching, Customer Service, Project Management, Online Marketing, Social Networking, Editing, Public Speaking, Blogging, Event Management, Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Books, Nonprofits, Fundraising, Newsletters, Branding & Identity
Education
The University of Texas at Dallas 2001 — 2003
Teacher Certification, Education
Philadelphia University 1982 — 1986
Bachelor of Science, Retail Management
Caffeine Created Designs March 2008 - September 2011
Texas May 2003 - September 2011
Li Tian Designs April 2007 - April 2009
SAP America, Inc. January 1998 - June 2002
Fidelity Investments June 1995 - December 1997
Imo Industries Inc. January 1989 - May 1995
Skills
Photoshop, Graphic Design, Web Design, Marketing Communications, Teaching, Customer Service, Project Management, Online Marketing, Social Networking, Editing, Public Speaking, Blogging, Event Management, Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Books, Nonprofits, Fundraising, Newsletters, Branding & Identity
Education
The University of Texas at Dallas 2001 — 2003
Teacher Certification, Education
Philadelphia University 1982 — 1986
Bachelor of Science, Retail Management
L. Nicole Elliott-Foster, MBA L. Nicole Elliott-Foster, MBA's Fidelity Investments Experience August 2014 - July 2015
Job Results Driven Business Professional
Industry Banking
Experience
Doing What I am Passionate About November 2009 - Present
Fidelity Investments August 2014 - July 2015
Fidelity Investments August 2014 - April 2015
Army Research Office August 2012 - March 2014
Army Research Office May 2012 - August 2012
Nowak Wealth Management Group June 2011 - September 2011
First Citizens BancShares/IronStone Bank April 2008 - November 2009
First Citizens BancShares/First Citizens Investor Services February 2006 - April 2008
First Citizens BancShares/First Citizens Investor Services September 2003 - February 2006
Skills
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Access, Microsoft Works, Open Office, Dreamweaver, Cognos, Access, Outlook, General Ledger, Banking, Accounts Payable, Administrative..., Office Management, Finance, Analysis, Databases, Business Analysis, Project Management, Policy, Human Resources, Customer Service, Budgets, Public Speaking, Program Management, Leadership, Management
Education
Strayer University (VA) 2013 — 2015
Executive Graduate Certificate in Business Administration, Acquisition, 3.8
Pfeiffer University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.67
Mount Olive College 2002 — 2005
Bachelor’s Degree, Business Administration; Management and, 3.267
Doing What I am Passionate About November 2009 - Present
Fidelity Investments August 2014 - July 2015
Fidelity Investments August 2014 - April 2015
Army Research Office August 2012 - March 2014
Army Research Office May 2012 - August 2012
Nowak Wealth Management Group June 2011 - September 2011
First Citizens BancShares/IronStone Bank April 2008 - November 2009
First Citizens BancShares/First Citizens Investor Services February 2006 - April 2008
First Citizens BancShares/First Citizens Investor Services September 2003 - February 2006
Skills
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Access, Microsoft Works, Open Office, Dreamweaver, Cognos, Access, Outlook, General Ledger, Banking, Accounts Payable, Administrative..., Office Management, Finance, Analysis, Databases, Business Analysis, Project Management, Policy, Human Resources, Customer Service, Budgets, Public Speaking, Program Management, Leadership, Management
Education
Strayer University (VA) 2013 — 2015
Executive Graduate Certificate in Business Administration, Acquisition, 3.8
Pfeiffer University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration, 3.67
Mount Olive College 2002 — 2005
Bachelor’s Degree, Business Administration; Management and, 3.267
John Michael Vinci John Michael Vinci's Fidelity Investments Experience 2011 - September 2012
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Fidelity Investments 2011 - September 2012
Education
Foothill High
Pepperdine University
Bachelors, Economics
Charles Schwab September 2012 - Present
Fidelity Investments 2011 - September 2012
Education
Foothill High
Pepperdine University
Bachelors, Economics
Barb Bistok Ortiz (MBA, MBB, PMP) Barb Bistok Ortiz (MBA, MBB, PMP)'s Fidelity Investments Experience July 2013 - Present
Job VP, Performance Delivery Practice Lead at Fidelity Investments
Industry Banking
Experience
YMCA of the Triangle May 2014 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments January 2012 - July 2013
RBC Bank December 2010 - December 2011
Progress Energy November 2008 - November 2010
Progress Energy December 2006 - November 2008
Progress Energy November 2003 - December 2006
General Electric July 2002 - November 2003
General Electric January 2001 - July 2002
General Electric April 1999 - January 2001
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Operational Excellence, Risk Management, Lean Manufacturing, Financial Analysis, Leadership, Management, Financial Reporting, Auditing, Analysis, Finance, Manufacturing, Internal Audit, Continuous Improvement, Program Management, Quality Management, Business Process..., Governance
Education
Penn State University 2003 — 2005
MBA, MBA
Penn State University 1988 — 1992
B.S. with Honors, Industrial and Manufacturing Engineering
YMCA of the Triangle May 2014 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments January 2012 - July 2013
RBC Bank December 2010 - December 2011
Progress Energy November 2008 - November 2010
Progress Energy December 2006 - November 2008
Progress Energy November 2003 - December 2006
General Electric July 2002 - November 2003
General Electric January 2001 - July 2002
General Electric April 1999 - January 2001
Skills
Six Sigma, Cross-functional Team..., Process Improvement, Operational Excellence, Risk Management, Lean Manufacturing, Financial Analysis, Leadership, Management, Financial Reporting, Auditing, Analysis, Finance, Manufacturing, Internal Audit, Continuous Improvement, Program Management, Quality Management, Business Process..., Governance
Education
Penn State University 2003 — 2005
MBA, MBA
Penn State University 1988 — 1992
B.S. with Honors, Industrial and Manufacturing Engineering
Lynn Schrier-Behler Lynn Schrier-Behler's Fidelity Investments Experience 1989 - 1991
Job Chief Financial Officer, Penhall Company
Industry Construction
Experience
LaureL Management & Consulting Services LLC February 2014 - July 2015
Atkins January 2012 - July 2013
Parsons 2002 - January 2012
PwC 2000 - 2001
Arthur Andersen Business Consulting 1998 - 2000
CBS Corporation 1995 - 1998
CBS Corporation 1992 - 1995
Boehringer Mannheim Pharmaceuticals 1991 - 1992
Fidelity Investments 1989 - 1991
Burger King Corporation 1988 - 1989
Skills
Due Diligence, Contract Management, Forecasting, Mergers & Acquisitions, Leadership, Budgets, Project Management, Financial Analysis, Financial Reporting, Construction, Management Consulting, Process Improvement, Risk Management, Strategic Planning, Feasibility Studies, Project Planning
Education
University of Miami - School of Business
Master of Business Administration (MBA), Finance
Penn State University
Bachelor of Science (B.S.), Biochemistry
LaureL Management & Consulting Services LLC February 2014 - July 2015
Atkins January 2012 - July 2013
Parsons 2002 - January 2012
PwC 2000 - 2001
Arthur Andersen Business Consulting 1998 - 2000
CBS Corporation 1995 - 1998
CBS Corporation 1992 - 1995
Boehringer Mannheim Pharmaceuticals 1991 - 1992
Fidelity Investments 1989 - 1991
Burger King Corporation 1988 - 1989
Skills
Due Diligence, Contract Management, Forecasting, Mergers & Acquisitions, Leadership, Budgets, Project Management, Financial Analysis, Financial Reporting, Construction, Management Consulting, Process Improvement, Risk Management, Strategic Planning, Feasibility Studies, Project Planning
Education
University of Miami - School of Business
Master of Business Administration (MBA), Finance
Penn State University
Bachelor of Science (B.S.), Biochemistry
Jesse Vazquez's Fidelity Investments Experience January 2011 - Present
Job Staffing, Personal Investments Experienced Hires at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Morgan Reed Group May 2006 - January 2011
Key Bank April 2008 - November 2008
CitiMortgage October 2007 - April 2008
Home Run Capital/1003 Lender Leads October 2005 - October 2007
Heartland, LLC May 2003 - May 2006
ROI Recruiting Group January 2001 - May 2003
eScout, LLC 2000 - 2001
Spencer Reed Group 1996 - 2000
Skills
Recruiting, Executive Search, Management, Business Development, Training, Interviews, Talent Management, Sales, Entrepreneurship, Leadership, Temporary Placement, Finance, Talent Acquisition, Investments, Sales Management, Employee Benefits, College Recruiting, Cold Calling, Technical Recruiting, Sourcing, Vendor Management, Human Resources, Networking, Employee Relations, Consulting, CRM, Performance Management, Applicant Tracking..., Internet Recruiting, Taleo, Building Relationships
Education
Pittsburg State University 1987 — 1993
Bachelor of Science (B.S.), Printing Management
Fidelity Investments January 2011 - Present
Morgan Reed Group May 2006 - January 2011
Key Bank April 2008 - November 2008
CitiMortgage October 2007 - April 2008
Home Run Capital/1003 Lender Leads October 2005 - October 2007
Heartland, LLC May 2003 - May 2006
ROI Recruiting Group January 2001 - May 2003
eScout, LLC 2000 - 2001
Spencer Reed Group 1996 - 2000
Skills
Recruiting, Executive Search, Management, Business Development, Training, Interviews, Talent Management, Sales, Entrepreneurship, Leadership, Temporary Placement, Finance, Talent Acquisition, Investments, Sales Management, Employee Benefits, College Recruiting, Cold Calling, Technical Recruiting, Sourcing, Vendor Management, Human Resources, Networking, Employee Relations, Consulting, CRM, Performance Management, Applicant Tracking..., Internet Recruiting, Taleo, Building Relationships
Education
Pittsburg State University 1987 — 1993
Bachelor of Science (B.S.), Printing Management
Blake Mason Blake Mason's Fidelity Investments Experience May 2014 - August 2014
Job FS Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - March 2015
Fidelity Investments May 2014 - August 2014
TD May 2013 - August 2013
Skills
Financial Reporting, Financial Statements, Internal Controls, Financial Analysis, Asset Allocation, Investment Management, Corporate Finance, Microsoft Excel, Leadership, Accounting, Financial Services, Management, Driving Results, Continuous Improvement, Operations Management, Salesforce.com, Commercial Banking, Auditing, Financial Accounting
Education
Penn State University 2011 — 2016
MS Accounting, BS Accounting, BS Finance, 3.82/4.00
Faculdade Social da Bahia
Brazil Study Abroad: Brazilian History, Culture, and Economics
Grant Thornton LLP January 2015 - March 2015
Fidelity Investments May 2014 - August 2014
TD May 2013 - August 2013
Skills
Financial Reporting, Financial Statements, Internal Controls, Financial Analysis, Asset Allocation, Investment Management, Corporate Finance, Microsoft Excel, Leadership, Accounting, Financial Services, Management, Driving Results, Continuous Improvement, Operations Management, Salesforce.com, Commercial Banking, Auditing, Financial Accounting
Education
Penn State University 2011 — 2016
MS Accounting, BS Accounting, BS Finance, 3.82/4.00
Faculdade Social da Bahia
Brazil Study Abroad: Brazilian History, Culture, and Economics
Angela Helton Angela Helton's Fidelity Investments Experience July 2006 - July 2010
Job Jr. High Principal and Teacher at Central Baptist Academy
Industry Education Management
Experience
Central Baptist Academy June 2015 - Present
Central Baptist Academy August 2013 - Present
Huntington Learning Center December 2011 - July 2013
Pinnacle Employer Services January 2012 - February 2012
Network of International Christian Schools at West Nairobi School July 2011 - November 2011
Progress Supply October 2010 - April 2011
Fidelity Investments July 2006 - July 2010
Central Baptist Academy July 2002 - July 2006
Morgan Stanley Smith Barney July 2000 - July 2002
Skills
Series 7, Series 63, Ohio Teaching...
Education
Pensacola Christian College 1996 — 2000
Bachelor of Arts (B.A.), History
Central Baptist Academy June 2015 - Present
Central Baptist Academy August 2013 - Present
Huntington Learning Center December 2011 - July 2013
Pinnacle Employer Services January 2012 - February 2012
Network of International Christian Schools at West Nairobi School July 2011 - November 2011
Progress Supply October 2010 - April 2011
Fidelity Investments July 2006 - July 2010
Central Baptist Academy July 2002 - July 2006
Morgan Stanley Smith Barney July 2000 - July 2002
Skills
Series 7, Series 63, Ohio Teaching...
Education
Pensacola Christian College 1996 — 2000
Bachelor of Arts (B.A.), History
Gagandeep Walia Gagandeep Walia's Fidelity Investments Experience July 2009 - September 2012
Job Solution Developer at Epsilon
Industry Marketing and Advertising
Experience
Epsilon September 2012 - Present
Fidelity Investments July 2009 - September 2012
Spice Telecom September 2005 - August 2007
Dell International Services, Chandigarh, India June 2005 - September 2005
Spice Telecom January 2004 - July 2004
Skills
Oracle, Unix Shell Scripting, Digital Marketing, Oracle PL/SQL..., PHP, Data Warehouse..., Informatica, Control-M, Database Design, Web Services, SQL, PL/SQL, Oracle SQL
Education
Penn State University 2007 — 2009
Masters, Computer Science
Punjab Technical University 2001 — 2005
Bachelors, Computer Science and Engineering
Epsilon September 2012 - Present
Fidelity Investments July 2009 - September 2012
Spice Telecom September 2005 - August 2007
Dell International Services, Chandigarh, India June 2005 - September 2005
Spice Telecom January 2004 - July 2004
Skills
Oracle, Unix Shell Scripting, Digital Marketing, Oracle PL/SQL..., PHP, Data Warehouse..., Informatica, Control-M, Database Design, Web Services, SQL, PL/SQL, Oracle SQL
Education
Penn State University 2007 — 2009
Masters, Computer Science
Punjab Technical University 2001 — 2005
Bachelors, Computer Science and Engineering
Rob Mattson Rob Mattson's Fidelity Investments Experience May 2015 - Present
Job VP, Managing Director Rebids at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2010 - May 2015
Prudential Financial September 2007 - March 2009
New York Life Investment Management August 2006 - August 2007
Fidelity Investments October 1994 - August 2006
Watson Wyatt Worldwide April 1986 - October 1994
Skills
Defined Benefit, Pensions, Benefits, Client Service, Administration, 401k, Benefits Administration, Business Planning, CRM, Client Services, Defined Contribution, Employee Benefits, Financial Services, Leadership, Management, Mutual Funds, Process Improvement, Relationship Management, Strategy, Team Building
Education
Plymouth State University 1981 — 1985
B.A.
Hollis Area High School
Fidelity Investments May 2015 - Present
Fidelity Investments January 2010 - May 2015
Prudential Financial September 2007 - March 2009
New York Life Investment Management August 2006 - August 2007
Fidelity Investments October 1994 - August 2006
Watson Wyatt Worldwide April 1986 - October 1994
Skills
Defined Benefit, Pensions, Benefits, Client Service, Administration, 401k, Benefits Administration, Business Planning, CRM, Client Services, Defined Contribution, Employee Benefits, Financial Services, Leadership, Management, Mutual Funds, Process Improvement, Relationship Management, Strategy, Team Building
Education
Plymouth State University 1981 — 1985
B.A.
Hollis Area High School
Jay Barnes Jay Barnes's Fidelity Investments Experience January 2001 - March 2006
Job Asst. Vice President for Digital Learning at Berklee College of Music
Industry Internet
Experience
Berklee College of Music January 2012 - Present
Berklee College of Music November 2010 - February 2012
LiveCooler Foundation, Inc. June 2006 - January 2011
Fidelity Investments January 2001 - March 2006
Fidelity Investments July 1987 - March 2006
Skills
Program Management, Conflict Resolution, Integrity, Vendor Management, Project Management, Software Project..., Product Management, SDLC, Business Analysis, Strategic Planning, Product Development, Agile Methodologies, Strategy, Non-profits, Management, Team Leadership, Leadership, E-commerce, Process Improvement, Change Management, Nonprofits, Project Portfolio..., Security, Cross-functional Team..., Enterprise Software, IT Strategy
Education
Pitzer College, Certified Scrum Master
Pitzer College
Bachelor's Degree
Certified Scrum Master 2009 — 2009
Institut d'Etudes politiques de Paris
Berklee College of Music January 2012 - Present
Berklee College of Music November 2010 - February 2012
LiveCooler Foundation, Inc. June 2006 - January 2011
Fidelity Investments January 2001 - March 2006
Fidelity Investments July 1987 - March 2006
Skills
Program Management, Conflict Resolution, Integrity, Vendor Management, Project Management, Software Project..., Product Management, SDLC, Business Analysis, Strategic Planning, Product Development, Agile Methodologies, Strategy, Non-profits, Management, Team Leadership, Leadership, E-commerce, Process Improvement, Change Management, Nonprofits, Project Portfolio..., Security, Cross-functional Team..., Enterprise Software, IT Strategy
Education
Pitzer College, Certified Scrum Master
Pitzer College
Bachelor's Degree
Certified Scrum Master 2009 — 2009
Institut d'Etudes politiques de Paris
Jason Barefoot Jason Barefoot's Fidelity Investments Experience January 2015 - Present
Job Financial Representative Defined Contribution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Danny Newton State Farm September 2014 - October 2014
BCBSNC February 2014 - August 2014
BCBSNC March 2013 - February 2014
BCBSNC January 2009 - March 2013
BCBSNC October 2006 - December 2008
Skills
Customer Service, Social Media, SharePoint, Internal Communications, Customer Satisfaction, Call Center, Health Insurance, Insurance, Training, Outlook, Leadership, Team Building, Coaching, Team Leadership, Direct Sales, Policy, Program Management, Call Centers, Business Process..., Sales, Data Analysis, Public Speaking, Analysis, Project Planning, Change Management, Strategic Planning, Budgets, Access, Risk Management, Employee Relations, Leadership Development, Management
Education
Pfeiffer University 2012 — 2015
Master of Business Administration (M.B.A.), Organizational Leadership
Strayer University 2008 — 2011
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Danny Newton State Farm September 2014 - October 2014
BCBSNC February 2014 - August 2014
BCBSNC March 2013 - February 2014
BCBSNC January 2009 - March 2013
BCBSNC October 2006 - December 2008
Skills
Customer Service, Social Media, SharePoint, Internal Communications, Customer Satisfaction, Call Center, Health Insurance, Insurance, Training, Outlook, Leadership, Team Building, Coaching, Team Leadership, Direct Sales, Policy, Program Management, Call Centers, Business Process..., Sales, Data Analysis, Public Speaking, Analysis, Project Planning, Change Management, Strategic Planning, Budgets, Access, Risk Management, Employee Relations, Leadership Development, Management
Education
Pfeiffer University 2012 — 2015
Master of Business Administration (M.B.A.), Organizational Leadership
Strayer University 2008 — 2011
Bachelor's Degree, Business Administration and Management, General
Cara Stoner Cara Stoner's Fidelity Investments Experience July 2013 - February 2015
Job Associate Solution Architect at Pegasystems
Industry Computer Software
Experience
Pegasystems February 2015 - Present
Fidelity Investments July 2013 - February 2015
Fidelity Investments May 2012 - August 2012
Xtra Mart June 2009 - May 2012
Skills
SQL, HTML, Visual Basic, Database Design, Systems Analysis, PHP, JavaScript, Microsoft Excel, Microsoft Access, C Programming, Perl Script, PL/SQL, Access, Visio, Databases, VBA, Oracle, Linux, Java, CSS, jQuery, HTML 5, Unix, C
Education
Plymouth State University 2009 — 2013
Bachelor of Science (BS), Information Technology, Magna Cum Laude
Pegasystems February 2015 - Present
Fidelity Investments July 2013 - February 2015
Fidelity Investments May 2012 - August 2012
Xtra Mart June 2009 - May 2012
Skills
SQL, HTML, Visual Basic, Database Design, Systems Analysis, PHP, JavaScript, Microsoft Excel, Microsoft Access, C Programming, Perl Script, PL/SQL, Access, Visio, Databases, VBA, Oracle, Linux, Java, CSS, jQuery, HTML 5, Unix, C
Education
Plymouth State University 2009 — 2013
Bachelor of Science (BS), Information Technology, Magna Cum Laude
Joseph Balestrieri's Fidelity Investments Experience June 2015 - Present
Job Risk Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Outlook, Analysis
Education
Penn State University 2012 — 2016
Bachelor's degree, Finance, General
Fidelity Investments June 2015 - Present
Fidelity Investments June 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Outlook, Analysis
Education
Penn State University 2012 — 2016
Bachelor's degree, Finance, General
Nicholas Krzenski Nicholas Krzenski's Fidelity Investments Experience June 2015 - August 2015
Job Technical Intern at Fidelity Investments
Industry
Experience
Fidelity Investments June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Lockeroom, LLC May 2013 - August 2013
Atlantic County Government 2013 - 2013
Skills
C++, Java, Python, SQL, Eclipse, LaTeX, Vim, JavaScript, Visual Studio, Dolphin, Netbeans, C, Bash, Jenkins, Perl, Node.js, AngularJS, MongoDB, ASP.NET Web API, JIRA
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Computer Science
Fidelity Investments June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Lockeroom, LLC May 2013 - August 2013
Atlantic County Government 2013 - 2013
Skills
C++, Java, Python, SQL, Eclipse, LaTeX, Vim, JavaScript, Visual Studio, Dolphin, Netbeans, C, Bash, Jenkins, Perl, Node.js, AngularJS, MongoDB, ASP.NET Web API, JIRA
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Computer Science
David Mokos David Mokos's Fidelity Investments Experience May 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
The Okonite Company July 2012 - December 2013
ATP Ski Associates, DBA, Ski Haus October 2003 - April 2012
ADP January 2010 - August 2010
Education
Plymouth State University 2005 — 2009
Bachelor of Science, Business Administration
Fidelity Investments May 2014 - Present
The Okonite Company July 2012 - December 2013
ATP Ski Associates, DBA, Ski Haus October 2003 - April 2012
ADP January 2010 - August 2010
Education
Plymouth State University 2005 — 2009
Bachelor of Science, Business Administration
Joshua Potts Joshua Potts's Fidelity Investments Experience July 2001 - October 2001
Job Consultant Software Engineer
Industry Financial Services
Experience
Independent Consultant August 2013 - Present
Redbox January 2013 - August 2013
Grosvenor Capital Management, L.P. September 2011 - December 2012
Bank of America March 2011 - July 2011
Forcht Group of Kentucky January 2010 - December 2010
Affiliated Computer Services October 2007 - January 2010
Computer Services Inc March 2004 - October 2007
Fidelity Investments July 2001 - October 2001
Skills
SQL, Objective-C, C#, Agile Methodologies, Scrum, Microsoft Certified..., iPhone, Microsoft SQL Server, ASP.NET, .NET, Software Development, Windows Azure, SQL Azure
Education
Pensacola Christian College 2000 — 2004
Bachelors, CS with Math minor
Independent Consultant August 2013 - Present
Redbox January 2013 - August 2013
Grosvenor Capital Management, L.P. September 2011 - December 2012
Bank of America March 2011 - July 2011
Forcht Group of Kentucky January 2010 - December 2010
Affiliated Computer Services October 2007 - January 2010
Computer Services Inc March 2004 - October 2007
Fidelity Investments July 2001 - October 2001
Skills
SQL, Objective-C, C#, Agile Methodologies, Scrum, Microsoft Certified..., iPhone, Microsoft SQL Server, ASP.NET, .NET, Software Development, Windows Azure, SQL Azure
Education
Pensacola Christian College 2000 — 2004
Bachelors, CS with Math minor
Endrit Ali Endrit Ali's Fidelity Investments Experience January 2013 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2013 - Present
Comcast May 2012 - August 2012
Comcast Cable May 2011 - August 2011
Comcast Cable May 2010 - August 2010
Skills
Microsoft Office, Matlab, Visual Studio, Java, Eclipse, C/C++ Programming, Multisim, Unix, Linux, Windows, Wireshark, Sandvine, HTML, Visual Basic, CSS, ASP.NET, Silverlight, Oracle, MySQL, PL/SQL, Python, PHP, Informatica, Github, ClearCase, Tortoise SVN, Agile Methodologies, jQuery, C#, Agile & Waterfall...
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Penn State University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Fidelity Investments January 2013 - Present
Comcast May 2012 - August 2012
Comcast Cable May 2011 - August 2011
Comcast Cable May 2010 - August 2010
Skills
Microsoft Office, Matlab, Visual Studio, Java, Eclipse, C/C++ Programming, Multisim, Unix, Linux, Windows, Wireshark, Sandvine, HTML, Visual Basic, CSS, ASP.NET, Silverlight, Oracle, MySQL, PL/SQL, Python, PHP, Informatica, Github, ClearCase, Tortoise SVN, Agile Methodologies, jQuery, C#, Agile & Waterfall...
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Penn State University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Taylor Lapointe Taylor Lapointe's Fidelity Investments Experience May 2013 - August 2013
Job Info Security Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance June 2014 - May 2015
Pennsylvania College of Technology August 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Pennsylvania College of Technology August 2011 - May 2013
Walgreens June 2008 - January 2013
Education
Pennsylvania College of Technology 2010 — 2014
Bachelor's degree, Information Technology: Information Assurance and Security Concentration
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance June 2014 - May 2015
Pennsylvania College of Technology August 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Pennsylvania College of Technology August 2011 - May 2013
Walgreens June 2008 - January 2013
Education
Pennsylvania College of Technology 2010 — 2014
Bachelor's degree, Information Technology: Information Assurance and Security Concentration
Dhanasekaran S's Fidelity Investments Experience October 2011 - Present
Job Sr. Software Engineer / Developer
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Ascendum Solutions March 2009 - October 2014
Amtex Systems October 2008 - March 2009
Metavante Technologies Limited June 2008 - September 2008
PSI Data Systems January 2006 - May 2008
Winfoware Technologies June 2005 - January 2006
LanceSoft Inc April 2003 - June 2005
Skills
Spring, Java, Struts, Hibernate, iBatis, J2EE, Agile, Axis2, OAF, ADF, Oracle SOA Suite, Websphere, Weblogic, Tomcat, Oracle, XML, JDBC, Web Services, JSP, Linux, Software Development, Databases, SQL, Deployment, Integration, Unix, Java Enterprise Edition, Oracle Application..., Agile Methodologies, System Deployment, OA Framework, Spring Framework, WebSphere, WebLogic
Education
Periyar University 2001 — 2003
MSC, Information Technologies
Sona college of Technology 2001 — 2003
Msc, IT & M
Fidelity Investments October 2011 - Present
Ascendum Solutions March 2009 - October 2014
Amtex Systems October 2008 - March 2009
Metavante Technologies Limited June 2008 - September 2008
PSI Data Systems January 2006 - May 2008
Winfoware Technologies June 2005 - January 2006
LanceSoft Inc April 2003 - June 2005
Skills
Spring, Java, Struts, Hibernate, iBatis, J2EE, Agile, Axis2, OAF, ADF, Oracle SOA Suite, Websphere, Weblogic, Tomcat, Oracle, XML, JDBC, Web Services, JSP, Linux, Software Development, Databases, SQL, Deployment, Integration, Unix, Java Enterprise Edition, Oracle Application..., Agile Methodologies, System Deployment, OA Framework, Spring Framework, WebSphere, WebLogic
Education
Periyar University 2001 — 2003
MSC, Information Technologies
Sona college of Technology 2001 — 2003
Msc, IT & M
Pamela Pirone-Benson Pamela Pirone-Benson's Fidelity Investments Experience September 2013 - Present
Job Vice President, Estate Planning Specialist
Industry Investment Management
Experience
Fidelity Investments September 2013 - Present
Martin M. Shenkman, P.C. February 2007 - August 2013
Goldstein and Bachman 2004 - 2006
Newman Fitch Altheim Myers PC September 2004 - December 2004
New Jersey State Judiciary Honorable Sebastian P. Lombardi 2003 - 2004
Merrill Lynch 1999 - 2001
Skills
Trusts, Preparation of Wills, Finance, Legal Research, Financial Planners, Wealth, Series 7, Litigation, Estate Tax Planning, Fiduciary, Securities, Civil Litigation, High Net Worth..., Gift Planning, Trust Administration, Asset Protection, Financial Planning, Legal Writing, Tax, Estate Planning, Powers of Attorney, Retirement Planning
Education
Widener University School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice and History
Pepperdine University School of Law
Visiting Law Student, Law
Fidelity Investments September 2013 - Present
Martin M. Shenkman, P.C. February 2007 - August 2013
Goldstein and Bachman 2004 - 2006
Newman Fitch Altheim Myers PC September 2004 - December 2004
New Jersey State Judiciary Honorable Sebastian P. Lombardi 2003 - 2004
Merrill Lynch 1999 - 2001
Skills
Trusts, Preparation of Wills, Finance, Legal Research, Financial Planners, Wealth, Series 7, Litigation, Estate Tax Planning, Fiduciary, Securities, Civil Litigation, High Net Worth..., Gift Planning, Trust Administration, Asset Protection, Financial Planning, Legal Writing, Tax, Estate Planning, Powers of Attorney, Retirement Planning
Education
Widener University School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice and History
Pepperdine University School of Law
Visiting Law Student, Law
Bryan Walls Bryan Walls's Fidelity Investments Experience May 2008 - January 2011
Job Owner at The Branch Enterprises Group, Inc.
Industry Financial Services
Experience
The Branch Enterprises Group, Inc. October 2013 - Present
Fidelity Investments May 2008 - January 2011
Streetlight Restoration Specialist, Inc February 2008 - December 2010
DJR Financial Services, Inc September 2007 - May 2008
Verizon Wireless January 1996 - January 2008
Purnet.net January 1998 - January 2002
Great Western Bank January 1993 - January 1996
Skills
Investment Advisory, Options Strategies, Risk Reduction, Estate Planning, Financial Planning, Retirement Plan..., Strategic Financial..., Sales, Finance, Analysis, Mutual Funds, Series 7, Training, Investments, Fixed Annuities, Program Management, Negotiation, Management, Customer Service, Process Improvement, Project Management, Risk Management, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
University of Phoenix 2002 — 2005
Bachelor of Science Degree, Business Management
The Branch Enterprises Group, Inc. October 2013 - Present
Fidelity Investments May 2008 - January 2011
Streetlight Restoration Specialist, Inc February 2008 - December 2010
DJR Financial Services, Inc September 2007 - May 2008
Verizon Wireless January 1996 - January 2008
Purnet.net January 1998 - January 2002
Great Western Bank January 1993 - January 1996
Skills
Investment Advisory, Options Strategies, Risk Reduction, Estate Planning, Financial Planning, Retirement Plan..., Strategic Financial..., Sales, Finance, Analysis, Mutual Funds, Series 7, Training, Investments, Fixed Annuities, Program Management, Negotiation, Management, Customer Service, Process Improvement, Project Management, Risk Management, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
University of Phoenix 2002 — 2005
Bachelor of Science Degree, Business Management
Maria Harlan's Fidelity Investments Experience December 2014 - Present
Job Director, Marketing Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2011 - December 2014
Financial Research Corporation December 2010 - May 2011
UMass Medical School March 2010 - September 2010
AARP Financial May 2009 - September 2009
Fidelity Investments August 2007 - February 2009
TMP Worldwide May 2006 - July 2007
TMP Worldwide November 2004 - April 2006
Abbott/MediSense March 2004 - September 2004
Abbott/MediSense June 2001 - March 2004
Skills
Management, Proposal Writing, Editing, Creative Direction, Marketing Communications, Internal Communications, Relationship Management, Marketing Strategy, Project Management, Integrated Marketing, Corporate Communications, Brand Management, Strategic Communications, Marketing, SEO
Education
Simmons College 1997 — 1998
M. Ed., Elementary Education
Penn State University 1990 — 1994
BA in Communications, Advertising, Spanish
Fidelity Investments December 2014 - Present
Fidelity Investments May 2011 - December 2014
Financial Research Corporation December 2010 - May 2011
UMass Medical School March 2010 - September 2010
AARP Financial May 2009 - September 2009
Fidelity Investments August 2007 - February 2009
TMP Worldwide May 2006 - July 2007
TMP Worldwide November 2004 - April 2006
Abbott/MediSense March 2004 - September 2004
Abbott/MediSense June 2001 - March 2004
Skills
Management, Proposal Writing, Editing, Creative Direction, Marketing Communications, Internal Communications, Relationship Management, Marketing Strategy, Project Management, Integrated Marketing, Corporate Communications, Brand Management, Strategic Communications, Marketing, SEO
Education
Simmons College 1997 — 1998
M. Ed., Elementary Education
Penn State University 1990 — 1994
BA in Communications, Advertising, Spanish
John Joseph Bayan John Joseph Bayan's Fidelity Investments Experience September 2004 - July 2005
Job Global Trade Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group June 2007 - Present
Fidelity Investments September 2004 - July 2005
The Risk Management Assocation September 2003 - March 2004
Skills
Financial Services, Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Business Analysis, Business Process..., Risk Management, Strategic Financial..., Relationship Management, Process Improvement, Separately Managed..., Internal Controls, Mutual Funds, Bloomberg, Capital Markets, Securities, Finance, Business Development, Business Strategy, Asset Management
Education
Penn State University 2012 — 2013
Masters of Finance
Penn State University 2010 — 2012
Masters of Business Administration, Finance
Drexel University 2002 — 2007
Bachelor of Science in Business Administration, Finance & Accounting
Delaware Investments, a member of the Macquarie Group June 2007 - Present
Fidelity Investments September 2004 - July 2005
The Risk Management Assocation September 2003 - March 2004
Skills
Financial Services, Financial Modeling, Financial Analysis, Portfolio Management, Asset Managment, Business Analysis, Business Process..., Risk Management, Strategic Financial..., Relationship Management, Process Improvement, Separately Managed..., Internal Controls, Mutual Funds, Bloomberg, Capital Markets, Securities, Finance, Business Development, Business Strategy, Asset Management
Education
Penn State University 2012 — 2013
Masters of Finance
Penn State University 2010 — 2012
Masters of Business Administration, Finance
Drexel University 2002 — 2007
Bachelor of Science in Business Administration, Finance & Accounting
Chantis Parks Chantis Parks's Fidelity Investments Experience 2008 - 2009
Job Manager Partner Operations at Sirius XM Radio Inc.
Industry Information Technology and Services
Experience
Sirius XM Radio Inc. 2013 - Present
Alvin Ailey American Dance Theater 2011 - 2013
Allscripts 2011 - 2011
PPD 2008 - 2011
Fidelity Investments 2008 - 2009
Pharmaceutical Product Development Inc. (PPD) 2006 - 2008
PPD 2005 - 2008
Skills
Visio, SharePoint, Active Directory, Windows Server, Microsoft SQL Server, Software Documentation, Troubleshooting, Microsoft Exchange, SQL, XML, Linux, Technical Support, HTML, Windows, Access, MySQL, Servers, Salesforce.com, Salesforce.com..., Windows 7, ADP Payroll, ADP HRB, ADP ezLaborManager, Adobe Creative Suite, Blackbaud (Raiser’s..., BMC Remedy, Cisco Call Manager
Education
Pfeiffer University 2010 — 2013
MBA
University of North Carolina at Wilmington 2003 — 2007
BS, Business Administration - MIS
Sirius XM Radio Inc. 2013 - Present
Alvin Ailey American Dance Theater 2011 - 2013
Allscripts 2011 - 2011
PPD 2008 - 2011
Fidelity Investments 2008 - 2009
Pharmaceutical Product Development Inc. (PPD) 2006 - 2008
PPD 2005 - 2008
Skills
Visio, SharePoint, Active Directory, Windows Server, Microsoft SQL Server, Software Documentation, Troubleshooting, Microsoft Exchange, SQL, XML, Linux, Technical Support, HTML, Windows, Access, MySQL, Servers, Salesforce.com, Salesforce.com..., Windows 7, ADP Payroll, ADP HRB, ADP ezLaborManager, Adobe Creative Suite, Blackbaud (Raiser’s..., BMC Remedy, Cisco Call Manager
Education
Pfeiffer University 2010 — 2013
MBA
University of North Carolina at Wilmington 2003 — 2007
BS, Business Administration - MIS
Mike Trombetta Mike Trombetta's Fidelity Investments Experience December 2014 - Present
Job Financial Services Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2014 - Present
Victory Casino Cruises July 2014 - November 2014
Presque Isle Downs and Casino July 2010 - July 2014
Dial America Marketing February 2010 - July 2010
The Foundation for Free Enterprise Education October 2008 - February 2010
Skills
Business Economics, Labor Economics, Macroeconomics, Microeconomics, International Economics, Eviews, Linear Regression, Regression Analysis, Microsoft Office, Supervisory Skills, Casino, Gaming Industry, Casino Gaming, Hospitality, VIP, Resorts, Hospitality Management, Food & Beverage, Gaming, Restaurants, Customer Service, Process Scheduler, Budgets, Food, Pre-opening, Negotiation, Sales, Quantitative Analytics, Qualitative Research, Microsoft Excel, Microsoft Word, PowerPoint, Access, Data Analysis
Education
Pennsylvania State University-Erie Campus 2011 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Fidelity Investments December 2014 - Present
Victory Casino Cruises July 2014 - November 2014
Presque Isle Downs and Casino July 2010 - July 2014
Dial America Marketing February 2010 - July 2010
The Foundation for Free Enterprise Education October 2008 - February 2010
Skills
Business Economics, Labor Economics, Macroeconomics, Microeconomics, International Economics, Eviews, Linear Regression, Regression Analysis, Microsoft Office, Supervisory Skills, Casino, Gaming Industry, Casino Gaming, Hospitality, VIP, Resorts, Hospitality Management, Food & Beverage, Gaming, Restaurants, Customer Service, Process Scheduler, Budgets, Food, Pre-opening, Negotiation, Sales, Quantitative Analytics, Qualitative Research, Microsoft Excel, Microsoft Word, PowerPoint, Access, Data Analysis
Education
Pennsylvania State University-Erie Campus 2011 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Justin Rosamilio Justin Rosamilio's Fidelity Investments Experience February 2003 - December 2007
Job Real Estate Sales Agent, Team Rose Realty
Industry Real Estate
Experience
Keller Williams Nashua NH April 2014 - Present
Remax Prestige July 2008 - April 2014
Mount Washington College May 2012 - October 2013
Hesser College November 2008 - October 2013
Fidelity Investments February 2003 - December 2007
Chunky's Cinema Pub 1997 - 1999
Skills
Default Prevention, Third Party Vendor..., Title IV, Student Financial Aid, Student Loans, Student Counseling, Code of Federal..., Financial Reporting, CampusVue, Microsoft Excel, Social Media Marketing, Real Estate, Real Estate Marketing, Business Analysis, Customer Service, Enrollment Management, Retaining Customers, Training, Bad Debt, Online Marketing, Campus, Student Affairs
Education
Southern New Hampshire University 2007 — 2012
Master of Business Administration (MBA)
Plymouth State University 1999 — 2003
BA. Political Science
Pelham High School 1996 — 1999
Keller Williams Nashua NH April 2014 - Present
Remax Prestige July 2008 - April 2014
Mount Washington College May 2012 - October 2013
Hesser College November 2008 - October 2013
Fidelity Investments February 2003 - December 2007
Chunky's Cinema Pub 1997 - 1999
Skills
Default Prevention, Third Party Vendor..., Title IV, Student Financial Aid, Student Loans, Student Counseling, Code of Federal..., Financial Reporting, CampusVue, Microsoft Excel, Social Media Marketing, Real Estate, Real Estate Marketing, Business Analysis, Customer Service, Enrollment Management, Retaining Customers, Training, Bad Debt, Online Marketing, Campus, Student Affairs
Education
Southern New Hampshire University 2007 — 2012
Master of Business Administration (MBA)
Plymouth State University 1999 — 2003
BA. Political Science
Pelham High School 1996 — 1999
Marilyn Bruner Marilyn Bruner's Fidelity Investments Experience February 2012 - November 2014
Job Sr. Systems Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - November 2014
M&M Computer Consulting December 2007 - February 2012
IBM May 2006 - September 2007
GlaxoSmithKline February 2004 - May 2006
HOMELAND SECURITY August 2002 - February 2004
IBM Global Services February 2001 - August 2002
STATE OF N.C June 1999 - February 2001
BLUE CROSS/BLUE SHIELD October 1997 - June 1999
GLAXO WELLCOME September 1996 - October 1997
US Navy April 1983 - June 1984
Skills
Project Planning, Change Management, Data Migration, MS Project, Software Documentation, Software Project..., Project Portfolio..., Requirements Analysis, ITIL, Program Management, Integration, SDLC, Vendor Management
Education
Pennsylvania College of Technology
Bachelors, Business Administration
Fidelity Investments February 2012 - November 2014
M&M Computer Consulting December 2007 - February 2012
IBM May 2006 - September 2007
GlaxoSmithKline February 2004 - May 2006
HOMELAND SECURITY August 2002 - February 2004
IBM Global Services February 2001 - August 2002
STATE OF N.C June 1999 - February 2001
BLUE CROSS/BLUE SHIELD October 1997 - June 1999
GLAXO WELLCOME September 1996 - October 1997
US Navy April 1983 - June 1984
Skills
Project Planning, Change Management, Data Migration, MS Project, Software Documentation, Software Project..., Project Portfolio..., Requirements Analysis, ITIL, Program Management, Integration, SDLC, Vendor Management
Education
Pennsylvania College of Technology
Bachelors, Business Administration
Walter Figueroa Walter Figueroa's Fidelity Investments Experience February 2012 - January 2014
Job Acquisitions
Industry Venture Capital & Private Equity
Experience
VCA Antech November 2014 - Present
Crescent Capital Group May 2014 - October 2014
Fidelity Investments February 2012 - January 2014
Fidelity Investments October 2010 - February 2012
Fidelity Investments July 2008 - October 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments September 2006 - September 2007
Fidelity Investments June 2005 - September 2006
Skills
Financial Analysis, Accounting, Account Reconciliation, Data Analysis, Auditing, Variance Analysis, Fund Accounting, Financial Reporting, Financial Services, Mutual Funds, Banking, Finance, Analysis, Training, Process Improvement, Securities, Statistical Analysis, Brio Query, PowerPoint, Excel, Oracle, Operations Management, Accounting Projects, Custody, Record Keeping, Corporate Finance, Cash Reporting, Hyperion Enterprise, Corporate Financial..., Employee Development, Strategic Planning, Mentoring, System Testing, Information Management, Managerial Finance, US GAAP, Data Mining, Financial Variance..., Databases, DCF Valuation, Cash Flow Forecasting, LBO, Merger Model, Financial Modeling, General Ledger, Valuation, Essbase, Bloomberg, Cash Management, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
University of Massachusetts, Amherst
Bachelor's degree, Economics and Spanish
VCA Antech November 2014 - Present
Crescent Capital Group May 2014 - October 2014
Fidelity Investments February 2012 - January 2014
Fidelity Investments October 2010 - February 2012
Fidelity Investments July 2008 - October 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments September 2006 - September 2007
Fidelity Investments June 2005 - September 2006
Skills
Financial Analysis, Accounting, Account Reconciliation, Data Analysis, Auditing, Variance Analysis, Fund Accounting, Financial Reporting, Financial Services, Mutual Funds, Banking, Finance, Analysis, Training, Process Improvement, Securities, Statistical Analysis, Brio Query, PowerPoint, Excel, Oracle, Operations Management, Accounting Projects, Custody, Record Keeping, Corporate Finance, Cash Reporting, Hyperion Enterprise, Corporate Financial..., Employee Development, Strategic Planning, Mentoring, System Testing, Information Management, Managerial Finance, US GAAP, Data Mining, Financial Variance..., Databases, DCF Valuation, Cash Flow Forecasting, LBO, Merger Model, Financial Modeling, General Ledger, Valuation, Essbase, Bloomberg, Cash Management, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
University of Massachusetts, Amherst
Bachelor's degree, Economics and Spanish
Anagha Madrigal's Fidelity Investments Experience October 2009 - July 2011
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
Luis Partida Luis Partida's Fidelity Investments Experience August 2015 - Present
Job Assoc. Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2015 - Present
Verizon Wireless June 2014 - August 2014
AllPure Technologies Inc. May 2013 - August 2013
Education
Penn State University 2010 — 2015
Bachelor's degree, Computer Science
Fidelity Investments August 2015 - Present
Verizon Wireless June 2014 - August 2014
AllPure Technologies Inc. May 2013 - August 2013
Education
Penn State University 2010 — 2015
Bachelor's degree, Computer Science
Amanda Maloney Amanda Maloney's Fidelity Investments Experience October 2013 - August 2014
Job Enrolled Student Services Associate III, COCE Southern New Hampshire University
Industry Marketing and Advertising
Experience
Southern New Hampshire University August 2014 - Present
Fidelity Investments October 2013 - August 2014
Comcast Cable July 2013 - October 2013
FIRST May 2011 - June 2013
Skills
Customer Service, Human Resources, Recruiting, Onboarding, New Hire Orientations, Social Media, Interviews, Sales, Graphic Design, Marketing Communications
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Communications New Media and Marketing
Plymouth State University 2006 — 2010
BA, Communications; Minor: Graphic Design
Southern New Hampshire University August 2014 - Present
Fidelity Investments October 2013 - August 2014
Comcast Cable July 2013 - October 2013
FIRST May 2011 - June 2013
Skills
Customer Service, Human Resources, Recruiting, Onboarding, New Hire Orientations, Social Media, Interviews, Sales, Graphic Design, Marketing Communications
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Communications New Media and Marketing
Plymouth State University 2006 — 2010
BA, Communications; Minor: Graphic Design
Alexis Dupree's Fidelity Investments Experience April 2015 - Present
Job Financial Associate High Engagement at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments January 2015 - Present
SigmaCare August 2014 - September 2014
OpenQ May 2014 - July 2014
Plymouth State University August 2011 - May 2014
GigaOM November 2012 - March 2014
M2S March 2010 - August 2011
Skills
WordPress, Help Desk Support, Microsoft Office, Active Directory, Windows 7, PHP, HTML, Linux, OS X, Android, Hardware, Mac OS X, Windows XP, Windows 8, Adobe Acrobat, Windows Movie Maker, Java, Visual Basic, MySQL, Microsoft Server 2008 R2, Moodle, Worldshare Management..., Web Design, Web Development, Symantec Ghost, Customer Service, Google Apps, Mac Apps, Interpersonal Skills, Communication, Troubleshooting, Clerical Skills, Secretarial Skills, Time Management, CRM Databases, EMR, Organized, Detail Oriented, Dependable, Responsible, Efficient, Determined, Hard Working, Optomistic, Medical Terminology
Education
Plymouth State University 2010 — 2014
Bachelor of Science (B.S.), Information Technology
Fidelity Investments April 2015 - Present
Fidelity Investments January 2015 - Present
SigmaCare August 2014 - September 2014
OpenQ May 2014 - July 2014
Plymouth State University August 2011 - May 2014
GigaOM November 2012 - March 2014
M2S March 2010 - August 2011
Skills
WordPress, Help Desk Support, Microsoft Office, Active Directory, Windows 7, PHP, HTML, Linux, OS X, Android, Hardware, Mac OS X, Windows XP, Windows 8, Adobe Acrobat, Windows Movie Maker, Java, Visual Basic, MySQL, Microsoft Server 2008 R2, Moodle, Worldshare Management..., Web Design, Web Development, Symantec Ghost, Customer Service, Google Apps, Mac Apps, Interpersonal Skills, Communication, Troubleshooting, Clerical Skills, Secretarial Skills, Time Management, CRM Databases, EMR, Organized, Detail Oriented, Dependable, Responsible, Efficient, Determined, Hard Working, Optomistic, Medical Terminology
Education
Plymouth State University 2010 — 2014
Bachelor of Science (B.S.), Information Technology
Shaun Moynihan's Fidelity Investments Experience September 2008 - January 2010
Job Creative Director, Elastik LLC
Industry Design
Experience
Elastik May 2007 - Present
Bronto Software December 2014 - March 2015
Sevenly September 2012 - May 2013
Creative Market November 2011 - February 2012
Fidelity Investments September 2008 - January 2010
Blue Cross Blue Shield July 2008 - September 2008
Staples Inc. April 2007 - June 2008
Skills
Photoshop, Illustrator, Interaction Design, Mobile Design, Creative Direction, Art Direction, Web Design, User Experience, Brand Development..., Identity, Marketing Strategy, User Interface Design, User Experience Design, Graphic Design, Visual Design, Logo Design, User Interface, Experience Design, Interactive Advertising, Layout, CMS, Illustration, User-centered Design
Education
Pensacola Christian College 2002 — 2006
BS, Visual Communications (Graphic Design)
Elastik May 2007 - Present
Bronto Software December 2014 - March 2015
Sevenly September 2012 - May 2013
Creative Market November 2011 - February 2012
Fidelity Investments September 2008 - January 2010
Blue Cross Blue Shield July 2008 - September 2008
Staples Inc. April 2007 - June 2008
Skills
Photoshop, Illustrator, Interaction Design, Mobile Design, Creative Direction, Art Direction, Web Design, User Experience, Brand Development..., Identity, Marketing Strategy, User Interface Design, User Experience Design, Graphic Design, Visual Design, Logo Design, User Interface, Experience Design, Interactive Advertising, Layout, CMS, Illustration, User-centered Design
Education
Pensacola Christian College 2002 — 2006
BS, Visual Communications (Graphic Design)
Aaron Jasper Aaron Jasper's Fidelity Investments Experience July 2005 - December 2014
Job Managing Director, Business Development at Mutual Securities, Inc. Member FINRA, SIPC
Industry Financial Services
Experience
Mutual Securities, Inc. Member FINRA, SIPC January 2015 - Present
Fidelity Investments July 2005 - December 2014
Nationwide Health Properties (NHP) 2003 - 2005
inhouseIT 2000 - 2004
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA
Pepperdine University 1995 — 1999
Bachelor of Arts (BA)
Mutual Securities, Inc. Member FINRA, SIPC January 2015 - Present
Fidelity Investments July 2005 - December 2014
Nationwide Health Properties (NHP) 2003 - 2005
inhouseIT 2000 - 2004
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA
Pepperdine University 1995 — 1999
Bachelor of Arts (BA)
Paul Michel, CFP® Paul Michel, CFP®'s Fidelity Investments Experience 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2013 - 2014
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Executive Certificate in Financial Planning
Purdue University
BS Engineering
Dale Carnegie
Fidelity Investments 2012 - Present
Fidelity Investments 2013 - 2014
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Executive Certificate in Financial Planning
Purdue University
BS Engineering
Dale Carnegie
Pavan BasiReddy Pavan BasiReddy's Fidelity Investments Experience March 2006 - May 2008
Job Technical Lead at NetApp
Industry Information Technology and Services
Experience
NetApp February 2015 - Present
NetApp August 2014 - January 2015
Oracle January 2014 - July 2014
Oracle August 2010 - December 2013
Sierra Atlantic June 2008 - July 2010
Fidelity Investments March 2006 - May 2008
Genpact April 2005 - March 2006
Skills
ERP Implementations, Oracle Reports, Oracle Workflow, Oracle E-Business Suite, Kintana, Oracle PL/SQL..., Oracle Applications, PL/SQL, XML Publisher, Oracle Discoverer, OBIEE, Oracle, Oracle SOA Suite, OA Framework, Order Management, BI Publisher, Solution Architecture, Oracle HR, Oracle Forms, Pre-sales, Oracle Fusion Middleware, Data Migration, Weblogic, SOA, Integration, Shell Scripting, Performance Tuning, Unix Shell Scripting, Data Warehousing, BPEL, Oracle RAC, ETL, Oracle Application..., JDeveloper, Financials, Enterprise Architecture, Order to Cash, Oracle Developer 2000, RMAN, WebLogic
Education
Periyar University 2000 — 2003
MCA
Sri Krishnadevaraya University 1997 — 2000
BSc
NetApp February 2015 - Present
NetApp August 2014 - January 2015
Oracle January 2014 - July 2014
Oracle August 2010 - December 2013
Sierra Atlantic June 2008 - July 2010
Fidelity Investments March 2006 - May 2008
Genpact April 2005 - March 2006
Skills
ERP Implementations, Oracle Reports, Oracle Workflow, Oracle E-Business Suite, Kintana, Oracle PL/SQL..., Oracle Applications, PL/SQL, XML Publisher, Oracle Discoverer, OBIEE, Oracle, Oracle SOA Suite, OA Framework, Order Management, BI Publisher, Solution Architecture, Oracle HR, Oracle Forms, Pre-sales, Oracle Fusion Middleware, Data Migration, Weblogic, SOA, Integration, Shell Scripting, Performance Tuning, Unix Shell Scripting, Data Warehousing, BPEL, Oracle RAC, ETL, Oracle Application..., JDeveloper, Financials, Enterprise Architecture, Order to Cash, Oracle Developer 2000, RMAN, WebLogic
Education
Periyar University 2000 — 2003
MCA
Sri Krishnadevaraya University 1997 — 2000
BSc
David Millsap's Fidelity Investments Experience June 2007 - March 2014
Job Director of Human Resources at GHPMi
Industry Human Resources
Experience
GHPMi March 2014 - Present
Fidelity Investments June 2007 - March 2014
Ceridian June 2003 - March 2007
Skills
Defined Benefit, Pensions, Retirement, Pension Administration, Customer Service, Leadership, Process Improvement, Business Process..., Outsourcing, Account Management, HRIS, Human Resources, Human Capital Management, Long-term Customer..., Full-life Cycle..., Defined Contribution, Call Centers, Team Leadership
Education
Western Governors University 2015 — 2016
Bachelor's Degree, Human Resources Management and Services
Pitt Community College
Associate of Arts (A.A.)
GHPMi March 2014 - Present
Fidelity Investments June 2007 - March 2014
Ceridian June 2003 - March 2007
Skills
Defined Benefit, Pensions, Retirement, Pension Administration, Customer Service, Leadership, Process Improvement, Business Process..., Outsourcing, Account Management, HRIS, Human Resources, Human Capital Management, Long-term Customer..., Full-life Cycle..., Defined Contribution, Call Centers, Team Leadership
Education
Western Governors University 2015 — 2016
Bachelor's Degree, Human Resources Management and Services
Pitt Community College
Associate of Arts (A.A.)
Taneh Hadi Taneh Hadi's Fidelity Investments Experience 2006 - 2008
Job Office Manager
Industry Human Resources
Experience
Self-employed June 2011 - Present
Fidelity Investments 2006 - 2008
HCA 2004 - 2005
ADP 1998 - 2004
Skills
Payroll and Time and..., Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2003
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Self-employed June 2011 - Present
Fidelity Investments 2006 - 2008
HCA 2004 - 2005
ADP 1998 - 2004
Skills
Payroll and Time and..., Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2003
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Andrew Lasser's Fidelity Investments Experience January 2015 - Present
Job Senior Cyber Security Operations Center Analyst
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments September 2011 - July 2013
Fidelity Investments September 2007 - September 2011
Fidelity Investments September 2006 - September 2007
Fidelity Investments March 2006 - September 2006
Plymouth State University February 2004 - May 2005
US Army December 2001 - January 2004
Skills
Active Directory, Access, Visual Basic, PowerPoint, Photoshop, TCP/IP, Load Balancing, Firewalls, IPS, web proxy, Windows Server, Unix, Linux, Java, Checkpoint, Juniper, VPN, Cisco IOS, Cisco Routers, TippingPoint IPS, Bluecoat, F5 BigIP, Bluecoat Proxies, Troubleshooting, Internet Troubleshooting, ITIL, Network Administration, Data Center, Security, Routing, LAN Switching, Enterprise Network..., Disaster Recovery
Education
Southern New Hampshire University 2009 — 2013
Information Technology
Plymouth State University 2004 — 2005
IT, InformationTechnology
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - January 2015
Fidelity Investments September 2011 - July 2013
Fidelity Investments September 2007 - September 2011
Fidelity Investments September 2006 - September 2007
Fidelity Investments March 2006 - September 2006
Plymouth State University February 2004 - May 2005
US Army December 2001 - January 2004
Skills
Active Directory, Access, Visual Basic, PowerPoint, Photoshop, TCP/IP, Load Balancing, Firewalls, IPS, web proxy, Windows Server, Unix, Linux, Java, Checkpoint, Juniper, VPN, Cisco IOS, Cisco Routers, TippingPoint IPS, Bluecoat, F5 BigIP, Bluecoat Proxies, Troubleshooting, Internet Troubleshooting, ITIL, Network Administration, Data Center, Security, Routing, LAN Switching, Enterprise Network..., Disaster Recovery
Education
Southern New Hampshire University 2009 — 2013
Information Technology
Plymouth State University 2004 — 2005
IT, InformationTechnology
Wayne Louis Wayne Louis's Fidelity Investments Experience May 2008 - February 2009
Job Quality Assurance Analyst at Choicelinx
Industry Computer Software
Experience
Choicelinx April 2009 - Present
Kronos 2015 - 2015
Kronos 2015 - 2015
Fidelity Investments May 2008 - February 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments August 2004 - February 2006
Skills
Employee Benefits, Leadership, Process Improvement, Vendor Management, SDLC, Project Management, Software Documentation, Management, Requirements Analysis, Quality Assurance, User Acceptance Testing, Benefits Administration, Team Building, Access, Analysis
Education
Plymouth State University 1994 — 1998
Bachelors of Science, Biology
Choicelinx April 2009 - Present
Kronos 2015 - 2015
Kronos 2015 - 2015
Fidelity Investments May 2008 - February 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments August 2004 - February 2006
Skills
Employee Benefits, Leadership, Process Improvement, Vendor Management, SDLC, Project Management, Software Documentation, Management, Requirements Analysis, Quality Assurance, User Acceptance Testing, Benefits Administration, Team Building, Access, Analysis
Education
Plymouth State University 1994 — 1998
Bachelors of Science, Biology
Cory Clauser Cory Clauser's Fidelity Investments Experience July 2012 - June 2015
Job Digital Business Analyst at Moven
Industry Information Technology and Services
Experience
Moven June 2015 - Present
Fidelity Investments July 2012 - June 2015
Information Technology Services May 2010 - May 2012
CSC August 2011 - December 2011
Next Century Corporation August 2011 - December 2011
Skills
Software Documentation, Systems Analysis, Business Analysis, Android, iOS, Quality Center, Project Management, Agile & Waterfall..., Quality Assurance, Mobile Devices, SharePoint, JIRA, Microsoft Office, Data Mapping, Wearable Computing, SDS, SQL, XML, CSS, HTML, Agile Methodologies, Visio, MS Project, Data Analysis, Information Technology, Requirements Gathering, Analysis, Technical Writing, Waterfall, SDLC, Business Requirements, Requirements Analysis, Scrum, CSM
Education
Penn State University 2007 — 2012
B.S., Information Sciences and Technology
Moven June 2015 - Present
Fidelity Investments July 2012 - June 2015
Information Technology Services May 2010 - May 2012
CSC August 2011 - December 2011
Next Century Corporation August 2011 - December 2011
Skills
Software Documentation, Systems Analysis, Business Analysis, Android, iOS, Quality Center, Project Management, Agile & Waterfall..., Quality Assurance, Mobile Devices, SharePoint, JIRA, Microsoft Office, Data Mapping, Wearable Computing, SDS, SQL, XML, CSS, HTML, Agile Methodologies, Visio, MS Project, Data Analysis, Information Technology, Requirements Gathering, Analysis, Technical Writing, Waterfall, SDLC, Business Requirements, Requirements Analysis, Scrum, CSM
Education
Penn State University 2007 — 2012
B.S., Information Sciences and Technology
Nick Warabak's Fidelity Investments Experience July 2009 - June 2011
Job Manager of Engineering at ColdLight, A PTC Business
Industry Computer Software
Experience
ColdLight, A PTC Business July 2015 - Present
ColdLight June 2014 - Present
ColdLight July 2011 - Present
Fidelity Investments July 2009 - June 2011
QVC Inc. May 2008 - August 2008
Skills
Java, Hadoop, Apache Spark, PostgreSQL, MongoDB, JPA, Git, JUnit, JMeter, Agile Methodologies, Amazon Web Services..., Amazon EC2, Linux, Maven, Hibernate, Eclipse, Tomcat, RESTful WebServices, SpringSource, JBPM, XSLT, ClearCase, Integration, MySQL, Amazon S3, NuoDB, EMR, Amazon RDS, Amazon SQS, Subversion, JIRA, Flyway, Mockito, IBM Rational Tools, Requirements Analysis, Jenkins, MRUnit, PL/SQL, Software Development
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Information Sciences and Technology
ColdLight, A PTC Business July 2015 - Present
ColdLight June 2014 - Present
ColdLight July 2011 - Present
Fidelity Investments July 2009 - June 2011
QVC Inc. May 2008 - August 2008
Skills
Java, Hadoop, Apache Spark, PostgreSQL, MongoDB, JPA, Git, JUnit, JMeter, Agile Methodologies, Amazon Web Services..., Amazon EC2, Linux, Maven, Hibernate, Eclipse, Tomcat, RESTful WebServices, SpringSource, JBPM, XSLT, ClearCase, Integration, MySQL, Amazon S3, NuoDB, EMR, Amazon RDS, Amazon SQS, Subversion, JIRA, Flyway, Mockito, IBM Rational Tools, Requirements Analysis, Jenkins, MRUnit, PL/SQL, Software Development
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Information Sciences and Technology
Tony Hope, MBA Tony Hope, MBA's Fidelity Investments Experience 2005 - 2006
Job Financial Analyst at Duke Univ
Industry Human Resources
Experience
Duke Univ July 2014 - Present
Duke University January 2010 - June 2014
Duke University April 2008 - January 2010
BCBSNC 2006 - 2008
Fidelity Investments 2005 - 2006
Teachers Retirement System of Georgia 1999 - 2005
Skills
Benefits Administration, Employee Benefits, HRIS, Employee Relations, Onboarding, New Hire Orientations, PeopleSoft, Human Resources, Deferred Compensation, Recruiting, ADP Payroll, Performance Management, Microsoft Excel, Access, PowerPoint, Policy, Microsoft Office
Education
Pfeiffer University 2011 — 2013
Master's degree - HR Development, Business Administration
The University of Texas at San Antonio 1987 — 1991
Bachelor's degree, Legal Studies
Duke Univ July 2014 - Present
Duke University January 2010 - June 2014
Duke University April 2008 - January 2010
BCBSNC 2006 - 2008
Fidelity Investments 2005 - 2006
Teachers Retirement System of Georgia 1999 - 2005
Skills
Benefits Administration, Employee Benefits, HRIS, Employee Relations, Onboarding, New Hire Orientations, PeopleSoft, Human Resources, Deferred Compensation, Recruiting, ADP Payroll, Performance Management, Microsoft Excel, Access, PowerPoint, Policy, Microsoft Office
Education
Pfeiffer University 2011 — 2013
Master's degree - HR Development, Business Administration
The University of Texas at San Antonio 1987 — 1991
Bachelor's degree, Legal Studies
Naomi. Pradia Naomi. Pradia's Fidelity Investments Experience July 2012 - February 2013
Job Senior Records Coordinator
Industry Higher Education
Experience
University of Alabama in Huntsville August 2014 - Present
JTL Solutions LLC March 2014 - August 2014
Peyton Resource Group March 2013 - March 2014
Fidelity Investments July 2012 - February 2013
Fort Scott Community College August 2010 - May 2011
Dodge City Community College January 2008 - April 2010
Skills
Event Planning, Public Speaking, Customer Service, Team Building, Public Relations, Coaching, Leadership Development, Fashion, Microsoft Office, Fundraising, Training, Microsoft Excel, Social Networking, Retail, Social Media, Marketing, Merchandising, Leadership, Visual Merchandising, Sales, Account Management, Temporary Placement, Time Management, Interviews, Management, Recruiting, Cold Calling, Employee Relations, Hiring, Cross-functional Team...
Education
Peru State College 2006 — 2009
MS, Organizational Management
The University of Texas at Austin 2001 — 2004
Bachelor's degree, Broadcast Journalism
University of Alabama in Huntsville August 2014 - Present
JTL Solutions LLC March 2014 - August 2014
Peyton Resource Group March 2013 - March 2014
Fidelity Investments July 2012 - February 2013
Fort Scott Community College August 2010 - May 2011
Dodge City Community College January 2008 - April 2010
Skills
Event Planning, Public Speaking, Customer Service, Team Building, Public Relations, Coaching, Leadership Development, Fashion, Microsoft Office, Fundraising, Training, Microsoft Excel, Social Networking, Retail, Social Media, Marketing, Merchandising, Leadership, Visual Merchandising, Sales, Account Management, Temporary Placement, Time Management, Interviews, Management, Recruiting, Cold Calling, Employee Relations, Hiring, Cross-functional Team...
Education
Peru State College 2006 — 2009
MS, Organizational Management
The University of Texas at Austin 2001 — 2004
Bachelor's degree, Broadcast Journalism
Nathan Holler Nathan Holler's Fidelity Investments Experience May 2010 - August 2010
Job Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting August 2014 - Present
Deloitte Consulting July 2012 - August 2014
Deloitte Consulting May 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Skills
Project Management, Information Management, Informatica, SQL, Microsoft Word, Microsoft Excel, Information Security, Risk Assessment, SDLC, CRM, Analysis, Security, Configuration Management, Logistics, Enterprise Content..., Document Generation, IBM BPM, Thunderhead, FileNet, Public Sector, State Government, Child Support, ETL, User Interface Design, Microsoft Powerpoint
Education
Penn State University 2008 — 2012
Bachelor of Science, Information Sciences and Technology (IST), Graduated with High Distinction
Deloitte Consulting August 2014 - Present
Deloitte Consulting July 2012 - August 2014
Deloitte Consulting May 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Skills
Project Management, Information Management, Informatica, SQL, Microsoft Word, Microsoft Excel, Information Security, Risk Assessment, SDLC, CRM, Analysis, Security, Configuration Management, Logistics, Enterprise Content..., Document Generation, IBM BPM, Thunderhead, FileNet, Public Sector, State Government, Child Support, ETL, User Interface Design, Microsoft Powerpoint
Education
Penn State University 2008 — 2012
Bachelor of Science, Information Sciences and Technology (IST), Graduated with High Distinction
Doug Munsinger Doug Munsinger's Fidelity Investments Experience June 1999 - September 2000
Job Senior Application Operations Specialist at Constant Contact
Industry Information Technology and Services
Experience
Constant Contact 2009 - Present
Evergreen Investments January 2008 - June 2010
Crossbeam Systems May 2006 - January 2008
Egenera September 2000 - May 2006
Fidelity Investments June 1999 - September 2000
Skills
Solaris, Unix, Linux, System Administration, Operating Systems, Firewalls, Architecture, Networking, Virtualization, Perl, Disaster Recovery, SaaS, Security, Bash, High Availability, SQL, Cloud Computing, MySQL, TCP/IP, Windows, php, javascript, puppet, func, CentOS, Red Hat, SAN and NAS
Education
Worcester Polytechnic Institute 1996 — 1997
UNIX Systems Administration
University of California, Los Angeles 1977 — 1978
Engineering Physics/Applied Physics
Pierce College 1976 — 1977
Physics
Constant Contact 2009 - Present
Evergreen Investments January 2008 - June 2010
Crossbeam Systems May 2006 - January 2008
Egenera September 2000 - May 2006
Fidelity Investments June 1999 - September 2000
Skills
Solaris, Unix, Linux, System Administration, Operating Systems, Firewalls, Architecture, Networking, Virtualization, Perl, Disaster Recovery, SaaS, Security, Bash, High Availability, SQL, Cloud Computing, MySQL, TCP/IP, Windows, php, javascript, puppet, func, CentOS, Red Hat, SAN and NAS
Education
Worcester Polytechnic Institute 1996 — 1997
UNIX Systems Administration
University of California, Los Angeles 1977 — 1978
Engineering Physics/Applied Physics
Pierce College 1976 — 1977
Physics
Trinita McCormick Trinita McCormick's Fidelity Investments Experience April 2015 - Present
Job Data Conversion Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2006 - April 2015
Fidelity Investments July 2004 - October 2006
Fidelity Investments August 2002 - July 2004
IBM January 2001 - August 2002
Skills
Process Improvement, Business Analysis, Risk Management, Leadership, Business Process..., Financial Services, Program Management, Project Management, Management, Cross-functional Team..., Organizational..., Insurance, Pensions, Team Leadership, Data Analysis, Coaching, Team Building, Strategic Planning, Project Planning, Vendor Management, Microsoft Word, PowerPoint, Voice of the Customer
Education
Pfeiffer University 1999 — 2001
Master of Science (M.S.), Organizational Leadership
UNC Chapel Hill 1993 — 1997
Bachelor of Arts (BA), Psychology
Fidelity Investments April 2015 - Present
Fidelity Investments October 2006 - April 2015
Fidelity Investments July 2004 - October 2006
Fidelity Investments August 2002 - July 2004
IBM January 2001 - August 2002
Skills
Process Improvement, Business Analysis, Risk Management, Leadership, Business Process..., Financial Services, Program Management, Project Management, Management, Cross-functional Team..., Organizational..., Insurance, Pensions, Team Leadership, Data Analysis, Coaching, Team Building, Strategic Planning, Project Planning, Vendor Management, Microsoft Word, PowerPoint, Voice of the Customer
Education
Pfeiffer University 1999 — 2001
Master of Science (M.S.), Organizational Leadership
UNC Chapel Hill 1993 — 1997
Bachelor of Arts (BA), Psychology
Kenneth Senour Kenneth Senour's Fidelity Investments Experience September 2014 - Present
Job Registered Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Monument Hill Country Club May 2013 - July 2014
Jazzman’s Café & Bakery August 2012 - May 2014
Franciscan University Bookstore August 2010 - May 2014
TruGreen LandCare May 2012 - August 2012
Oakley's Bar and Bistro May 2010 - January 2011
Skills
Series 7, Series 63, Series 66, Microsoft Word, Landscaping, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, PowerPoint, English, Research, Windows, Outlook, Negotiation, Editing, Team Building, Work Ethic, Self-driven, Cashiering, Merchandise, Sales
Education
Franciscan University of Steubenville 2010 — 2014
Bachelor of Arts, History major, Economics minor, 3.67
Pikes Peak Community College 2011 — 2011
Associates
Fidelity Investments September 2014 - Present
Monument Hill Country Club May 2013 - July 2014
Jazzman’s Café & Bakery August 2012 - May 2014
Franciscan University Bookstore August 2010 - May 2014
TruGreen LandCare May 2012 - August 2012
Oakley's Bar and Bistro May 2010 - January 2011
Skills
Series 7, Series 63, Series 66, Microsoft Word, Landscaping, Microsoft Office, Microsoft Excel, Teamwork, Customer Service, PowerPoint, English, Research, Windows, Outlook, Negotiation, Editing, Team Building, Work Ethic, Self-driven, Cashiering, Merchandise, Sales
Education
Franciscan University of Steubenville 2010 — 2014
Bachelor of Arts, History major, Economics minor, 3.67
Pikes Peak Community College 2011 — 2011
Associates
Michael Manbeck's Fidelity Investments Experience December 2007 - Present
Job Vice President Fidelity Investments OSGFI
Industry Information Technology and Services
Experience
Fidelity Investments December 2007 - Present
Thomson Financial January 2002 - November 2007
Thomson Financial/Securities Data Company 1995 - 2001
Skills
Business Analysis, Market Data, Program Management, Project Management, PMP, Management, Process Improvement, Requirements Analysis, Team Leadership, Vendor Management, Reference Data, Equities, Databases, Business Development, Operations Management, SDLC, Financial Services, IT Strategy, Risk Management
Education
Penn State University 1985 — 1990
BS, Economics
Fidelity Investments December 2007 - Present
Thomson Financial January 2002 - November 2007
Thomson Financial/Securities Data Company 1995 - 2001
Skills
Business Analysis, Market Data, Program Management, Project Management, PMP, Management, Process Improvement, Requirements Analysis, Team Leadership, Vendor Management, Reference Data, Equities, Databases, Business Development, Operations Management, SDLC, Financial Services, IT Strategy, Risk Management
Education
Penn State University 1985 — 1990
BS, Economics
Teri Tapp's Fidelity Investments Experience Senior Project ManagerFidelity Investments2007 - Present
Job SR. PM at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior Project ManagerFidelity Investments2007 - Present
Education
Pfeiffer University 1979 — 1984
Fidelity Investments Senior Project ManagerFidelity Investments2007 - Present
Education
Pfeiffer University 1979 — 1984
Hugh Fanning's Fidelity Investments Experience March 2013 - Present
Job VP, Workplace Managed Accounts at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments July 2007 - February 2013
Bank of America 2002 - 2006
Columbia Management 2002 - 2006
Fidelity Investments 1998 - 2001
BISYS Fund Services 1992 - 1998
Skills
Mutual Funds, Financial Services, Series 7, Asset Management, Investments, Competitive Analysis, Product Management, Marketing Strategy, Asset Allocation, Marketing Communications, Direct Marketing, Marketing
Education
Pitzer College
Bachelor of Arts (B.A.), Sociology
Fidelity Investments March 2013 - Present
Fidelity Investments July 2007 - February 2013
Bank of America 2002 - 2006
Columbia Management 2002 - 2006
Fidelity Investments 1998 - 2001
BISYS Fund Services 1992 - 1998
Skills
Mutual Funds, Financial Services, Series 7, Asset Management, Investments, Competitive Analysis, Product Management, Marketing Strategy, Asset Allocation, Marketing Communications, Direct Marketing, Marketing
Education
Pitzer College
Bachelor of Arts (B.A.), Sociology
Alan Emanuel's Fidelity Investments Experience July 2007 - April 2008
Job Private Client Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
Kevin Lachance, MBA's Fidelity Investments Experience July 2011 - January 2013
Job Business Analyst at Orion Health
Industry Information Technology and Services
Experience
Orion Health 2014 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments April 2007 - July 2011
Fidelity Investments April 2006 - April 2007
Fidelity Investments January 2006 - April 2006
Skills
Process Improvement, Finance, Risk Management, Systems Administration, Budget & Forecast..., Research and Issue..., Testing & Documentation, Risk Assessment /..., Cost Benefit Analysis, Relational Databases, Metadata Management, Gap Analysis, Data Integrity /..., Financial Services, Business Analysis, Systems Analysis, Essbase
Education
Southern New Hampshire University 2009 — 2012
Global MBA, International Business Management
Plymouth State University 1998 — 2002
Bachelor of Art, Printmaking with minor in Graphic Design
Orion Health 2014 - Present
Fidelity Investments July 2011 - January 2013
Fidelity Investments April 2007 - July 2011
Fidelity Investments April 2006 - April 2007
Fidelity Investments January 2006 - April 2006
Skills
Process Improvement, Finance, Risk Management, Systems Administration, Budget & Forecast..., Research and Issue..., Testing & Documentation, Risk Assessment /..., Cost Benefit Analysis, Relational Databases, Metadata Management, Gap Analysis, Data Integrity /..., Financial Services, Business Analysis, Systems Analysis, Essbase
Education
Southern New Hampshire University 2009 — 2012
Global MBA, International Business Management
Plymouth State University 1998 — 2002
Bachelor of Art, Printmaking with minor in Graphic Design
Lisa Cavaliere's Fidelity Investments Experience 2009 - Present
Job Business Analyst at VERTEX, Inc.
Industry Information Technology and Services
Experience
Fidelity Investments 2009 - Present
VERTEX, Inc. August 2008 - Present
United Healthcare 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Waterfall, Business Requirements, Systems Analysis
Education
Penn State University 1987 — 1991
Bachelor of Arts, English
Fidelity Investments 2009 - Present
VERTEX, Inc. August 2008 - Present
United Healthcare 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Waterfall, Business Requirements, Systems Analysis
Education
Penn State University 1987 — 1991
Bachelor of Arts, English
Ben Branham's Fidelity Investments Experience 2008 - December 2012
Job VP, Global Services Sr. Pricing Mgr.
Industry Financial Services
Experience
State Street June 2013 - Present
Fidelity Investments 2008 - December 2012
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
First Data Corporation 1995 - 1996
Paramount Builders 1992 - 1994
Skills
Fixed Income, Mutual Funds, Fund Accounting, Treasury Management, Business Analysis, Risk Management, Transfer Agent..., Project Management, Relationship Mgmt, Business Process..., Audit Management, Operational Excellence, Cash Management, Management, Relationship Management, Asset Management, Program Management, CRM, Requirements Gathering, Cross-functional Team..., Financial Services
Education
Regent University
MA, Public Policy
Pensacola Christian College
BA, Pre-Law
State Street June 2013 - Present
Fidelity Investments 2008 - December 2012
Fidelity Investments 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
First Data Corporation 1995 - 1996
Paramount Builders 1992 - 1994
Skills
Fixed Income, Mutual Funds, Fund Accounting, Treasury Management, Business Analysis, Risk Management, Transfer Agent..., Project Management, Relationship Mgmt, Business Process..., Audit Management, Operational Excellence, Cash Management, Management, Relationship Management, Asset Management, Program Management, CRM, Requirements Gathering, Cross-functional Team..., Financial Services
Education
Regent University
MA, Public Policy
Pensacola Christian College
BA, Pre-Law
Jennifer McLaughlin's Fidelity Investments Experience January 2012 - Present
Job Director, User Experience Design at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
GSI Commerce, an eBay Inc. company January 2011 - January 2012
TrueAction, A GSI Commerce Company 2008 - January 2011
Wyeth Pharmaceuticals 2006 - 2008
Vanguard 2000 - 2006
Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, User Research, User-centered Design
Education
Pennsylvania State University-Great Valley Graduate Center
M.S., Information Science
Fidelity Investments January 2012 - Present
GSI Commerce, an eBay Inc. company January 2011 - January 2012
TrueAction, A GSI Commerce Company 2008 - January 2011
Wyeth Pharmaceuticals 2006 - 2008
Vanguard 2000 - 2006
Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, User Research, User-centered Design
Education
Pennsylvania State University-Great Valley Graduate Center
M.S., Information Science
Peter deMartino's Fidelity Investments Experience October 2000 - February 2004
Job Fisher Investments Regional Vice President
Industry Financial Services
Experience
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Fisher Investments July 2014 - Present
RNC Genter Capital Management September 2012 - July 2014
Charles Schwab & Co December 2008 - September 2012
Beacon Pointe Advisors April 2008 - November 2008
The Mutual Fund Store Inc November 2007 - April 2008
Hillman Capital Management March 2006 - November 2007
Bernzott Capital Advisors March 2004 - October 2005
Fidelity Investments October 2000 - February 2004
Fidelity Investments November 1998 - February 2004
Fidelity Investments 1998 - 2004
Skills
Mutual Funds, Fixed Income, Retirement, Insurance, Sales, Asset Allocation, Series 7, Investments, Wealth Management, Retirement Planning, Series 63
Education
Pepperdine University Graziadio School of Business
Bachelor of Science, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Dennis O'Gara's Fidelity Investments Experience March 2006 - November 2008
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA, New York, NY November 2009 - Present
Financial Industry Technical Services, Inc. January 2009 - December 2009
Fidelity Investments March 2006 - November 2008
Fiserv Securities July 1987 - February 2006
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
MBA, Finance
Philadelphia University 1974 — 1977
BS, Accounting
FINRA, New York, NY November 2009 - Present
Financial Industry Technical Services, Inc. January 2009 - December 2009
Fidelity Investments March 2006 - November 2008
Fiserv Securities July 1987 - February 2006
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
MBA, Finance
Philadelphia University 1974 — 1977
BS, Accounting
Nooshin McKinney's Fidelity Investments Experience April 2015 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
Christie Fulling's Fidelity Investments Experience September 2006 - August 2009
Job
Industry Hospital & Health Care
Experience
St. Joseph Hospital September 2011 - Present
Southern New Hampshire Medical Center October 2009 - September 2011
Crotched Mountain Rehabilitation Hospital July 2009 - April 2010
Fidelity Investments September 2006 - August 2009
Fidelity Investments April 2004 - September 2006
Veritude/Fidelity Investments January 2004 - April 2004
Skills
Healthcare, Nursing, Customer Service, Word, Excel, PowerPoint, Hospitals, Outlook, Coaching, Cpr Certified, BLS, Training Delivery, ACLS, Microsoft Excel, Call Centers, Benefits Administration, Software Documentation, Process Improvement, Leadership, Training, Business Analysis, Change Management, Leadership Development, Program Management, HIPAA, Data Analysis, Team Building, Microsoft Word
Education
Rivier University 2011 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
Rivier College 2009 — 2011
Associate's Degree, Nursing
Plymouth State University 1998 — 2002
B.S., Business Management
Merrimack High School 1994 — 1998
Diploma, General
St. Joseph Hospital September 2011 - Present
Southern New Hampshire Medical Center October 2009 - September 2011
Crotched Mountain Rehabilitation Hospital July 2009 - April 2010
Fidelity Investments September 2006 - August 2009
Fidelity Investments April 2004 - September 2006
Veritude/Fidelity Investments January 2004 - April 2004
Skills
Healthcare, Nursing, Customer Service, Word, Excel, PowerPoint, Hospitals, Outlook, Coaching, Cpr Certified, BLS, Training Delivery, ACLS, Microsoft Excel, Call Centers, Benefits Administration, Software Documentation, Process Improvement, Leadership, Training, Business Analysis, Change Management, Leadership Development, Program Management, HIPAA, Data Analysis, Team Building, Microsoft Word
Education
Rivier University 2011 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
Rivier College 2009 — 2011
Associate's Degree, Nursing
Plymouth State University 1998 — 2002
B.S., Business Management
Merrimack High School 1994 — 1998
Diploma, General
Anita Saville's Fidelity Investments Experience 1984 - 1990
Job Strong, Highly Experienced Writer/Editor in Technology and Finance
Industry Writing and Editing
Experience
SAP 2001 - Present
Choice Communications 1990 - Present
Fidelity Investments 1984 - 1990
National Association of Realtors 1982 - 1984
Skills
White Papers, Collateral, Web Content, Editorial, Publications, Non-profits, Blogging, Content Strategy, Editing, Content Management, Newsletters, Social Media, Content Development, Journalism, Public Relations, Press Releases, Copywriting, Copy Editing, Training, Proofreading, Integrated Marketing
Education
University of Maryland College Park 1978 — 1984
MA, Journalism
Penn State University 1970 — 1973
BA, History and Education
SAP 2001 - Present
Choice Communications 1990 - Present
Fidelity Investments 1984 - 1990
National Association of Realtors 1982 - 1984
Skills
White Papers, Collateral, Web Content, Editorial, Publications, Non-profits, Blogging, Content Strategy, Editing, Content Management, Newsletters, Social Media, Content Development, Journalism, Public Relations, Press Releases, Copywriting, Copy Editing, Training, Proofreading, Integrated Marketing
Education
University of Maryland College Park 1978 — 1984
MA, Journalism
Penn State University 1970 — 1973
BA, History and Education
Scott Detwiler's Fidelity Investments Experience April 2007 - January 2013
Job Customer Service Lead at Pennsylvania Higher Education Assistance Agency
Industry Financial Services
Experience
Pennsylvania Higher Education Assistance Agency (PHEAA) June 2013 - Present
Fidelity Investments April 2007 - January 2013
TIAA-CREF April 2006 - April 2007
Principal Financial Group August 2004 - April 2006
The Vanguard Group October 1995 - August 2004
Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Series 7, 401k, Asset Allocation, Relationship Management, Series 63, Defined Benefit, Pensions, Fixed Annuities, Securities, Investment Advisory, Financial Advisory, Investment Management, Series 6, Series 66, Defined Contribution, Student Loans
Education
Temple University 1990 — 1992
B.A., Criminal Justice
Penn State University 1982 — 1984
Pennsylvania Higher Education Assistance Agency (PHEAA) June 2013 - Present
Fidelity Investments April 2007 - January 2013
TIAA-CREF April 2006 - April 2007
Principal Financial Group August 2004 - April 2006
The Vanguard Group October 1995 - August 2004
Skills
Retirement Planning, Retirement, Financial Services, Mutual Funds, Series 7, 401k, Asset Allocation, Relationship Management, Series 63, Defined Benefit, Pensions, Fixed Annuities, Securities, Investment Advisory, Financial Advisory, Investment Management, Series 6, Series 66, Defined Contribution, Student Loans
Education
Temple University 1990 — 1992
B.A., Criminal Justice
Penn State University 1982 — 1984
Charles A Van Gombos's Fidelity Investments Experience February 2013 - February 2014
Job Agency Owner, Allstate
Industry Insurance
Experience
Allstate February 2014 - Present
Fidelity Investments February 2013 - February 2014
Fidelity Investments September 2010 - January 2013
Fidelity Investments January 2010 - August 2010
Fidelity Investments May 2009 - December 2009
Fidelity Investments April 2008 - April 2009
Fidelity Investments July 2005 - March 2008
Skills
Employee Benefits, Relationship Management, Benefits Administration, Defined Benefit, Process Improvement, Performance Management, Health Insurance, Talent Management, Coaching, Hiring, Team Building
Education
The College of Wooster 2003 — 2005
BA, English
Penn State University 2000 — 2003
Business
Allstate February 2014 - Present
Fidelity Investments February 2013 - February 2014
Fidelity Investments September 2010 - January 2013
Fidelity Investments January 2010 - August 2010
Fidelity Investments May 2009 - December 2009
Fidelity Investments April 2008 - April 2009
Fidelity Investments July 2005 - March 2008
Skills
Employee Benefits, Relationship Management, Benefits Administration, Defined Benefit, Process Improvement, Performance Management, Health Insurance, Talent Management, Coaching, Hiring, Team Building
Education
The College of Wooster 2003 — 2005
BA, English
Penn State University 2000 — 2003
Business
Jhana Arsenault's Fidelity Investments Experience May 2000 - December 2006
Job Project Coordinator
Industry Telecommunications
Experience
SAI Communications October 2013 - Present
OfficeTeam November 2012 - October 2013
OfficeTeam July 2009 - May 2010
Dorner Law & Title Services June 2009 - May 2010
Dorner Law & Title Services June 2009 - May 2010
Granite Bay Connections March 2008 - August 2008
Fidelity Investments May 2000 - December 2006
Fidelity Investments May 2000 - January 2005
Freudenberg NOK May 1999 - August 1999
Freudenberg-NOK May 1998 - August 1998
Skills
Employee Benefits, Administrative..., Time Management, Mutual Funds, Customer Service, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Coaching, Data Entry
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management
Plymouth State University 1996 — 2000
Bachelor of Science, Business; Business Management Option
SAI Communications October 2013 - Present
OfficeTeam November 2012 - October 2013
OfficeTeam July 2009 - May 2010
Dorner Law & Title Services June 2009 - May 2010
Dorner Law & Title Services June 2009 - May 2010
Granite Bay Connections March 2008 - August 2008
Fidelity Investments May 2000 - December 2006
Fidelity Investments May 2000 - January 2005
Freudenberg NOK May 1999 - August 1999
Freudenberg-NOK May 1998 - August 1998
Skills
Employee Benefits, Administrative..., Time Management, Mutual Funds, Customer Service, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Coaching, Data Entry
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management
Plymouth State University 1996 — 2000
Bachelor of Science, Business; Business Management Option
Nicholas Ortakales's Fidelity Investments Experience July 2010 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Amazon August 2011 - Present
Fidelity Investments July 2010 - August 2011
Funspot June 2004 - June 2010
Plymouth State University September 2009 - May 2010
Skills
Java, C#, JavaScript, Agile Methodologies, Software Development, Programming, C++
Education
Plymouth State University 2006 — 2010
BS, Computer Science, Math Minor
Amazon August 2011 - Present
Fidelity Investments July 2010 - August 2011
Funspot June 2004 - June 2010
Plymouth State University September 2009 - May 2010
Skills
Java, C#, JavaScript, Agile Methodologies, Software Development, Programming, C++
Education
Plymouth State University 2006 — 2010
BS, Computer Science, Math Minor
Mark Wesinger, MBA's Fidelity Investments Experience October 2012 - Present
Job Vendor Relationship Analyst at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments October 2012 - Present
Veritude March 2011 - October 2012
Veritude November 2010 - February 2011
Fidelity Investments May 2006 - March 2010
Fidelity Investments April 2005 - May 2006
Fidelity Investments November 2003 - April 2005
Fidelity Investments July 2000 - November 2003
Fidelity Investments August 1998 - July 2000
Oxford Health Plans June 1995 - August 1998
Skills
Analysis, Business Analysis, Financial Analysis, Data Analysis, Access, Requirements Gathering, Process Improvement, Ad Hoc Reporting, Metrics, Payroll, Vendor Management, Access Database, Call Centers, Business Process..., Six Sigma, Project Management, Leadership, Training, Business Requirements, Business Process, Variance Analysis, Reporting & Analysis, Variances, Hyperion, Hyperion Enterprise, Brio Query, Data Presentation, Report Building, Scorecard Management, Salesforce.com, Microsoft Excel, Salesforce.com...
Education
Southern New Hampshire University 1999 — 2004
Masters, Business Administration
Plymouth State University 1988 — 1993
Bachelor of Science, Accounting/Economic
Fidelity Investments October 2012 - Present
Veritude March 2011 - October 2012
Veritude November 2010 - February 2011
Fidelity Investments May 2006 - March 2010
Fidelity Investments April 2005 - May 2006
Fidelity Investments November 2003 - April 2005
Fidelity Investments July 2000 - November 2003
Fidelity Investments August 1998 - July 2000
Oxford Health Plans June 1995 - August 1998
Skills
Analysis, Business Analysis, Financial Analysis, Data Analysis, Access, Requirements Gathering, Process Improvement, Ad Hoc Reporting, Metrics, Payroll, Vendor Management, Access Database, Call Centers, Business Process..., Six Sigma, Project Management, Leadership, Training, Business Requirements, Business Process, Variance Analysis, Reporting & Analysis, Variances, Hyperion, Hyperion Enterprise, Brio Query, Data Presentation, Report Building, Scorecard Management, Salesforce.com, Microsoft Excel, Salesforce.com...
Education
Southern New Hampshire University 1999 — 2004
Masters, Business Administration
Plymouth State University 1988 — 1993
Bachelor of Science, Accounting/Economic
Maria Kahapea's Fidelity Investments Experience February 2011 - Present
Job Business Management
Industry Nonprofit Organization Management
Experience
Fidelity Investments February 2011 - Present
American Heart Association January 2000 - January 2010
SER - Jobs for Progress. CA September 1997 - January 2000
Skills
Public Speaking, Public Health, Healthcare Management, Strategic Planning, Grant Writing, Public Relations, Leadership, Leadership Development, Health Education, Managed Care, Philanthropy, Social Media, Community Development, Grants, Team Building, Marketing, Event Planning, Event Management, Training, Teaching
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Escuela Normal Superior de Jalisco 1983 — 1986
Master of Arts (M.A.) (2 yrs. completed, did not graduate), Mathematics, Mathematics
Escuela Normal de Educación Preescolar del Estado de Jalisco 1978 — 1982
Teacher, Elementary Education and Teaching
Fidelity Investments February 2011 - Present
American Heart Association January 2000 - January 2010
SER - Jobs for Progress. CA September 1997 - January 2000
Skills
Public Speaking, Public Health, Healthcare Management, Strategic Planning, Grant Writing, Public Relations, Leadership, Leadership Development, Health Education, Managed Care, Philanthropy, Social Media, Community Development, Grants, Team Building, Marketing, Event Planning, Event Management, Training, Teaching
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Escuela Normal Superior de Jalisco 1983 — 1986
Master of Arts (M.A.) (2 yrs. completed, did not graduate), Mathematics, Mathematics
Escuela Normal de Educación Preescolar del Estado de Jalisco 1978 — 1982
Teacher, Elementary Education and Teaching
Daryl Hechanova's Fidelity Investments Experience April 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments January 2011 - March 2013
Fidelity Investments July 2010 - December 2010
Phoenix Contact April 2010 - July 2010
Highmark Blue Shield May 2008 - August 2008
Skills
Systems Analysis, Project Management, User Interface Design, SQL, Java, Unix, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis, Oracle, PL/SQL, Visio, JavaScript, WebFOCUS, Web Design, Data Analysis, Data Visualization, Business Intelligence, Performance Management, Tableau, Informatica, Roambi, Zingcharts, MindManager, Requirements Gathering, Testing, Integration, Software Development, User Acceptance Testing, Business Requirements, Databases, UML, SharePoint, Database Design, Software Project...
Education
Penn State University 2007 — 2009
BS, Information Sciences and Technology
Fidelity Investments April 2013 - Present
Fidelity Investments January 2011 - March 2013
Fidelity Investments July 2010 - December 2010
Phoenix Contact April 2010 - July 2010
Highmark Blue Shield May 2008 - August 2008
Skills
Systems Analysis, Project Management, User Interface Design, SQL, Java, Unix, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis, Oracle, PL/SQL, Visio, JavaScript, WebFOCUS, Web Design, Data Analysis, Data Visualization, Business Intelligence, Performance Management, Tableau, Informatica, Roambi, Zingcharts, MindManager, Requirements Gathering, Testing, Integration, Software Development, User Acceptance Testing, Business Requirements, Databases, UML, SharePoint, Database Design, Software Project...
Education
Penn State University 2007 — 2009
BS, Information Sciences and Technology
Kristine McManus's Fidelity Investments Experience 1990 - 1996
Job Chief Business Development Officer at Commonwealth FinancialPractice Management, Revenue Growth, Consulting, Marketing
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Evan Wade's Fidelity Investments Experience February 2008 - July 2011
Job Project Manager at Cabral Construction
Industry Financial Services
Experience
Cabral Construction May 2013 - Present
Merrill Lynch July 2011 - December 2012
Fidelity Investments February 2008 - July 2011
Countrywide Mortgage Services February 2007 - February 2008
Pulte Group, Inc. September 2005 - September 2006
Skills
Series 7, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Project Management, Risk Management, Strategic Planning, Portfolio Management, Leadership, Management
Education
Pepperdine University 2003 — 2005
Political Science, Foreign Policy
University of North Texas
Cabral Construction May 2013 - Present
Merrill Lynch July 2011 - December 2012
Fidelity Investments February 2008 - July 2011
Countrywide Mortgage Services February 2007 - February 2008
Pulte Group, Inc. September 2005 - September 2006
Skills
Series 7, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Project Management, Risk Management, Strategic Planning, Portfolio Management, Leadership, Management
Education
Pepperdine University 2003 — 2005
Political Science, Foreign Policy
University of North Texas
David Lide's Fidelity Investments Experience September 2014 - Present
Job Associate Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - August 2014
Fidelity Investments June 2013 - March 2014
Fidelity Investments June 2012 - May 2013
Fortify Ventures September 2011 - January 2012
Education
Pepperdine University 2006 — 2010
B.Sc, Business Administration
Georgetown Preparatory School
High School Diploma
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - August 2014
Fidelity Investments June 2013 - March 2014
Fidelity Investments June 2012 - May 2013
Fortify Ventures September 2011 - January 2012
Education
Pepperdine University 2006 — 2010
B.Sc, Business Administration
Georgetown Preparatory School
High School Diploma
Ricardo Longoria's Fidelity Investments Experience April 2007 - April 2013
Job
Industry Financial Services
Experience
TEKsystems August 2014 - March 2015
TEKsystems October 2013 - July 2014
Fidelity Investments April 2007 - April 2013
Fidelity Investments November 2005 - April 2007
Spectrum Healthcare December 2003 - September 2005
Lexington Healthcare Group February 2002 - December 2003
Skills
PL/SQL, Data Analysis, Microsoft SQL Server, Toad, Query Writing, Database Maintenance, Quality Center, Process Improvement, Project Management, Project Planning, MS Project, Procedure Development, Brio Query, Defined Benefit, JIRA, Black Box Testing, Cross-functional Team..., Databases
Education
Pensacola Christian College 1994 — 1999
Bachelor's degree, Business
TEKsystems August 2014 - March 2015
TEKsystems October 2013 - July 2014
Fidelity Investments April 2007 - April 2013
Fidelity Investments November 2005 - April 2007
Spectrum Healthcare December 2003 - September 2005
Lexington Healthcare Group February 2002 - December 2003
Skills
PL/SQL, Data Analysis, Microsoft SQL Server, Toad, Query Writing, Database Maintenance, Quality Center, Process Improvement, Project Management, Project Planning, MS Project, Procedure Development, Brio Query, Defined Benefit, JIRA, Black Box Testing, Cross-functional Team..., Databases
Education
Pensacola Christian College 1994 — 1999
Bachelor's degree, Business
Jessica Petner's Fidelity Investments Experience 2007 - 2009
Job MetLife Investment Management
Industry Financial Services
Experience
MetLife January 2013 - Present
Garnet Capital Advisors 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Asset Management, Credit Analysis
Education
New York University, Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance
MetLife January 2013 - Present
Garnet Capital Advisors 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Asset Management, Credit Analysis
Education
New York University, Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance
Shibani Chadha's Fidelity Investments Experience July 2012 - Present
Job Software Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Skills
SQL, Java, Customer Service, HTML, JavaScript, Business Analysis, Microsoft SQL Server, Agile Methodologies, Software Development, Project Management, XML
Education
Pennsylvania State University-Penn State York 2008 — 2012
Bachelor of Science (BS), Information Technology
Fidelity Investments July 2012 - Present
Skills
SQL, Java, Customer Service, HTML, JavaScript, Business Analysis, Microsoft SQL Server, Agile Methodologies, Software Development, Project Management, XML
Education
Pennsylvania State University-Penn State York 2008 — 2012
Bachelor of Science (BS), Information Technology
Aatif Rathod's Fidelity Investments Experience February 2010 - December 2013
Job Regional Sales Manager at ActOn Software
Industry Financial Services
Experience
Granite State Crossfit October 2011 - Present
Fidelity Investments February 2010 - December 2013
Fidelity Investments November 2006 - January 2010
Fidelity Investments November 2005 - November 2006
Skills
Hold Series 7, 63, 66..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Plymouth State University 2003 — 2005
Business Administration and Management, General
Purdue University 2000 — 2003
Granite State Crossfit October 2011 - Present
Fidelity Investments February 2010 - December 2013
Fidelity Investments November 2006 - January 2010
Fidelity Investments November 2005 - November 2006
Skills
Hold Series 7, 63, 66..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Plymouth State University 2003 — 2005
Business Administration and Management, General
Purdue University 2000 — 2003
Derek Yoder's Fidelity Investments Experience October 2007 - April 2015
Job Financial Analyst at Bridge Investment Group Holdings
Industry Financial Services
Experience
Bridge Investment Group Holdings April 2015 - Present
Fidelity Investments October 2007 - April 2015
Skills
@Risk, Bloomberg, ThomsonOne, Options Strategies, Microsoft Office, Option Pricing Models, Option Valuation, Index Options, Technical Analysis, Stock Trading, Stock Market, Investment Strategies, Investment Management, Model Portfolios, Investment Portfolio, Position Management, Sales Process, Sales Presentations, Manage Client..., Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Photoshop, Social Media, English, Trading, Portfolio Management, Options, Investments, Financial Services, Strategy, Yardi Enterprise, Private Equity, Capital Markets
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2015
Master of Science (MS), Finance, General
Bridge Investment Group Holdings April 2015 - Present
Fidelity Investments October 2007 - April 2015
Skills
@Risk, Bloomberg, ThomsonOne, Options Strategies, Microsoft Office, Option Pricing Models, Option Valuation, Index Options, Technical Analysis, Stock Trading, Stock Market, Investment Strategies, Investment Management, Model Portfolios, Investment Portfolio, Position Management, Sales Process, Sales Presentations, Manage Client..., Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Photoshop, Social Media, English, Trading, Portfolio Management, Options, Investments, Financial Services, Strategy, Yardi Enterprise, Private Equity, Capital Markets
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2015
Master of Science (MS), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank