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
Christopher J. Dame Christopher J. Dame's Fidelity Investments Experience April 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments April 2010 - April 2013
TD Ameritrade September 2008 - April 2010
Skills
Strategic Planning, Public Speaking, Business Strategy, Team Building, Coaching, Marketing, Sales Management, Sales, Entrepreneurship, Business Development, Customer Service, Negotiation, Microsoft Office, Marketing Communications, Project Management, Series 7, Series 63, Investments, Strategy, Leadership Development, Training, Options
Education
Salt Lake Community College 1995 — 1998
Hillcrest High School 1989 — 1991
Fidelity Investments April 2013 - Present
Fidelity Investments April 2010 - April 2013
TD Ameritrade September 2008 - April 2010
Skills
Strategic Planning, Public Speaking, Business Strategy, Team Building, Coaching, Marketing, Sales Management, Sales, Entrepreneurship, Business Development, Customer Service, Negotiation, Microsoft Office, Marketing Communications, Project Management, Series 7, Series 63, Investments, Strategy, Leadership Development, Training, Options
Education
Salt Lake Community College 1995 — 1998
Hillcrest High School 1989 — 1991
Ryan Rentler Ryan Rentler's Fidelity Investments Experience January 1995 - October 1997
Job Senior Field Clinical Engineer
Industry Medical Devices
Experience
St. Jude Medical July 2010 - Present
Sugarz Suite Salon June 2005 - Present
Intermountain Healthcare August 2005 - July 2010
Broadwing Communications January 2000 - January 2002
U S WEST January 1998 - January 2000
Fidelity Investments January 1995 - October 1997
Skills
Medical Devices, Electrophysiology, Cardiology, Medical Imaging, Catheters, Biomedical Engineering, Capital Equipment, Surgery, Clinical Research, Pacemakers, FDA, Cath Lab, ISO 13485, Cardiac..., Healthcare, Interventional..., Hospitals, Cardiac Rhythm..., Orthopedic, Design Control, Sales, Direct Sales, Customer Service, Finance, Project Management, Project Coordination, Project Delivery, Entrepreneurship, Radiology, Interventional Radiology, Radiologic Technology, Pediatric Radiology, Musculoskeletal..., Radiation Safety, Radiation Therapy, Radiation Protection, Digital X-ray, X-ray, Pediatrics, Trauma, Microsoft Office, PACS, DICOM, Electro-mechanical, Inventory Management, Inventory Control, Photoshop, Series 6, Series 63, Series 7
Education
Weber State University 2007 — 2008
Radiation Therapy, Medical Radiologic Technology/Science - Radiation Therapist
Salt Lake Community College 2005 — 2007
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
St. Jude Medical July 2010 - Present
Sugarz Suite Salon June 2005 - Present
Intermountain Healthcare August 2005 - July 2010
Broadwing Communications January 2000 - January 2002
U S WEST January 1998 - January 2000
Fidelity Investments January 1995 - October 1997
Skills
Medical Devices, Electrophysiology, Cardiology, Medical Imaging, Catheters, Biomedical Engineering, Capital Equipment, Surgery, Clinical Research, Pacemakers, FDA, Cath Lab, ISO 13485, Cardiac..., Healthcare, Interventional..., Hospitals, Cardiac Rhythm..., Orthopedic, Design Control, Sales, Direct Sales, Customer Service, Finance, Project Management, Project Coordination, Project Delivery, Entrepreneurship, Radiology, Interventional Radiology, Radiologic Technology, Pediatric Radiology, Musculoskeletal..., Radiation Safety, Radiation Therapy, Radiation Protection, Digital X-ray, X-ray, Pediatrics, Trauma, Microsoft Office, PACS, DICOM, Electro-mechanical, Inventory Management, Inventory Control, Photoshop, Series 6, Series 63, Series 7
Education
Weber State University 2007 — 2008
Radiation Therapy, Medical Radiologic Technology/Science - Radiation Therapist
Salt Lake Community College 2005 — 2007
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Alicia Purcell Alicia Purcell's Fidelity Investments Experience April 1996 - November 1997
Job
Industry Human Resources
Experience
ADP January 2008 - Present
REC, United States Postal Service November 2003 - November 2005
Fidelity Investments April 1996 - November 1997
Discover Card Services November 1993 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Kearns High School
Diploma
Salt Lake Community College
General Education
ADP January 2008 - Present
REC, United States Postal Service November 2003 - November 2005
Fidelity Investments April 1996 - November 1997
Discover Card Services November 1993 - April 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Kearns High School
Diploma
Salt Lake Community College
General Education
Maegan Burr Maegan Burr's Fidelity Investments Experience April 2013 - Present
Job Administrator, Editor and Photographer
Industry Newspapers
Experience
Fidelity Investments April 2013 - Present
Tooele Transcript-Bulletin September 2008 - Present
Tooele Transcript-Bulletin April 2007 - September 2008
AppleOne August 2006 - April 2007
Salt Lake Dekhockey October 2000 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photography, Photoshop, Adobe Creative Suite, Digital Photography, Commercial Photography, Event Photography, Photojournalism, Management, Event Management, Writing, Report Writing, News Writing, Budget, Bookkeeping, Graphic Design, Social Media, Social Networking, Problem Solving, Digital Media, Organizational Structure, Appointment Scheduling, Master Scheduling, Editing, Copy Editing, Image Editing, Non-linear Editing, Leadership, Operating Budgets, Account Reconciliation, Fast Learner, Meet Deadlines, Deadline Oriented, Managing Deadlines, Making Deadlines, Online Research, Legal Research, Research, Visual Communication, Human Resources, Note Taking, Expense Reports, Supervisory Experience, Public Relations
Education
University of Utah 2004 — 2006
Bachelor of Science (B.S.), Mass Communication/Media Studies
Salt Lake Community College 2000 — 2004
Associate of Science (A.S.), Visual Art and Design
Fidelity Investments April 2013 - Present
Tooele Transcript-Bulletin September 2008 - Present
Tooele Transcript-Bulletin April 2007 - September 2008
AppleOne August 2006 - April 2007
Salt Lake Dekhockey October 2000 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photography, Photoshop, Adobe Creative Suite, Digital Photography, Commercial Photography, Event Photography, Photojournalism, Management, Event Management, Writing, Report Writing, News Writing, Budget, Bookkeeping, Graphic Design, Social Media, Social Networking, Problem Solving, Digital Media, Organizational Structure, Appointment Scheduling, Master Scheduling, Editing, Copy Editing, Image Editing, Non-linear Editing, Leadership, Operating Budgets, Account Reconciliation, Fast Learner, Meet Deadlines, Deadline Oriented, Managing Deadlines, Making Deadlines, Online Research, Legal Research, Research, Visual Communication, Human Resources, Note Taking, Expense Reports, Supervisory Experience, Public Relations
Education
University of Utah 2004 — 2006
Bachelor of Science (B.S.), Mass Communication/Media Studies
Salt Lake Community College 2000 — 2004
Associate of Science (A.S.), Visual Art and Design
Kenneth E. Nielsen Kenneth E. Nielsen's Fidelity Investments Experience September 1993 - August 2001
Job The Nielsen Group, A Financial Advisory Practice at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2001 - Present
Fidelity Investments September 1993 - August 2001
Education
University of Utah - David Eccles School of Business 1992 — 1994
Bachelor of Science, Business Administration
Salt Lake Community College 1991 — 1993
Assoicate of Science, Finance
Ameriprise Financial Services, Inc. September 2001 - Present
Fidelity Investments September 1993 - August 2001
Education
University of Utah - David Eccles School of Business 1992 — 1994
Bachelor of Science, Business Administration
Salt Lake Community College 1991 — 1993
Assoicate of Science, Finance
Ashley Malin's Fidelity Investments Experience August 1999 - September 2005
Job Office Manager at Sorenson Media
Industry Media Production
Experience
Sorenson Media April 2014 - Present
Beecher Walker & Associates September 2005 - April 2014
Fidelity Investments August 1999 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Budgets, Negotiation, Social Networking, Event Planning, InDesign, Project Management, Adobe Creative Suite, AutoCAD Architecture, Administration, Data Entry, SketchUp, AutoCAD, Administrative..., Architectural Drawings, Employee Relations, Leadership, Team Leadership, Construction Management, Process Scheduler, Construction, Time Management, Retail, Accounting
Education
Salt Lake Community College
Westminster College
Sorenson Media April 2014 - Present
Beecher Walker & Associates September 2005 - April 2014
Fidelity Investments August 1999 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Budgets, Negotiation, Social Networking, Event Planning, InDesign, Project Management, Adobe Creative Suite, AutoCAD Architecture, Administration, Data Entry, SketchUp, AutoCAD, Administrative..., Architectural Drawings, Employee Relations, Leadership, Team Leadership, Construction Management, Process Scheduler, Construction, Time Management, Retail, Accounting
Education
Salt Lake Community College
Westminster College
Steve Capps Steve Capps's Fidelity Investments Experience October 2014 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
ADP AdvancedMD April 2012 - July 2014
FatPipe Networks February 2010 - April 2012
England Logistics 2007 - 2009
Education
Utah Valley University
Salt Lake Community College
Jordan High School
Fidelity Investments October 2014 - Present
ADP AdvancedMD April 2012 - July 2014
FatPipe Networks February 2010 - April 2012
England Logistics 2007 - 2009
Education
Utah Valley University
Salt Lake Community College
Jordan High School
Bryan Haslam Bryan Haslam's Fidelity Investments Experience September 2014 - Present
Job Retirement Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments April 2013 - September 2014
Education
University of Utah 2015 — 2018
Master's degree, Accounting
University of Utah 2011 — 2014
Bachelor of Science (BS), Accounting
Salt Lake Community College
Associate of Arts (AA), Business
Fidelity Investments September 2014 - Present
Fidelity Investments April 2013 - September 2014
Education
University of Utah 2015 — 2018
Master's degree, Accounting
University of Utah 2011 — 2014
Bachelor of Science (BS), Accounting
Salt Lake Community College
Associate of Arts (AA), Business
Sean Hirschi Sean Hirschi's Fidelity Investments Experience November 2006 - March 2008
Job GIS Analyst at Utah Division of Forestry, Fire and State Lands
Industry Information Technology and Services
Experience
Utah Division of Forestry, Fire and State Lands September 2013 - Present
FedEx October 2012 - September 2013
Utah State Parks and Recreation (internship). January 2013 - May 2013
Breathe Legal October 2011 - May 2013
ACS March 2009 - June 2012
Unisys March 2008 - October 2008
Fidelity Investments November 2006 - March 2008
Skills
GIS, Databases, ArcMap, Spatial Databases, Technical Support, Networking, Google Earth, Database Admin, Cartography, ArcCatalog, ArcView, JavaScript, Python, Public Land Survey..., Legal Descriptions, GRASS GIS, GeoServer, PostgreSQL, QGIS, AutoCAD Civil 3D, Metes and Bounds, Windows, Data Conversion, Requirements Analysis, Business Analysis, Mac OS, Spatial Analysis, Geoprocessing, Geography, ESRI, Data Mapping, Data Collection, Microsoft Excel, AutoCAD, Arcgis model builder
Education
University of Utah 2011 — 2013
BS in Geography; GIS Certificate, GIS; Geography
Salt Lake Community College 2008 — 2011
Associates of science, Geographic Information Science and Cartography
Utah Division of Forestry, Fire and State Lands September 2013 - Present
FedEx October 2012 - September 2013
Utah State Parks and Recreation (internship). January 2013 - May 2013
Breathe Legal October 2011 - May 2013
ACS March 2009 - June 2012
Unisys March 2008 - October 2008
Fidelity Investments November 2006 - March 2008
Skills
GIS, Databases, ArcMap, Spatial Databases, Technical Support, Networking, Google Earth, Database Admin, Cartography, ArcCatalog, ArcView, JavaScript, Python, Public Land Survey..., Legal Descriptions, GRASS GIS, GeoServer, PostgreSQL, QGIS, AutoCAD Civil 3D, Metes and Bounds, Windows, Data Conversion, Requirements Analysis, Business Analysis, Mac OS, Spatial Analysis, Geoprocessing, Geography, ESRI, Data Mapping, Data Collection, Microsoft Excel, AutoCAD, Arcgis model builder
Education
University of Utah 2011 — 2013
BS in Geography; GIS Certificate, GIS; Geography
Salt Lake Community College 2008 — 2011
Associates of science, Geographic Information Science and Cartography
Erich Newey's Fidelity Investments Experience May 2015 - Present
Job Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
Skills
Programming, Java, C++, C, C#, JavaScript, PHP, HTML5, CSS, Web-based Software..., JSP, Android Development, jQuery, Bootstrap, MySQL, Spring MVC, OpenGL ES, WebGL, OpenGL, Medicaid, Health Insurance, Disability Benefits, Automobile Liability, RESTful WebServices, Healthcare Information..., Javelin, Halloween, Juggling, Fantasy Baseball, Fire Eating
Education
University of Utah 2013 — 2016
Bachelor's Degree, Computer Science
Salt Lake Community College 2009 — 2012
Associate's Degree, Computer Science, 3.0
Fidelity Investments May 2015 - Present
Skills
Programming, Java, C++, C, C#, JavaScript, PHP, HTML5, CSS, Web-based Software..., JSP, Android Development, jQuery, Bootstrap, MySQL, Spring MVC, OpenGL ES, WebGL, OpenGL, Medicaid, Health Insurance, Disability Benefits, Automobile Liability, RESTful WebServices, Healthcare Information..., Javelin, Halloween, Juggling, Fantasy Baseball, Fire Eating
Education
University of Utah 2013 — 2016
Bachelor's Degree, Computer Science
Salt Lake Community College 2009 — 2012
Associate's Degree, Computer Science, 3.0
James Creer James Creer's Fidelity Investments Experience June 2015 - Present
Job Financial Representative
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
The Buckner Company January 2013 - June 2015
Utah Trucking Association July 2010 - December 2012
Campaign Solutions August 2011 - December 2011
Callister Nebeker & McCullough 2007 - 2010
Skills
Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Planning, Research, Change Management, Transportation, Process Improvement, Program Management, Operations Management, Management, Advertising, Sales, Online Advertising, Team Leadership, Facebook, Data Analysis, Leadership, Insurance, Financial Analysis
Education
University of Utah - David Eccles School of Business 2010 — 2012
Bachelor of Science (BS), Accounting, 3.5
Salt Lake Community College 2007 — 2009
Associate's degree, Business/Commerce, General
Fidelity Investments June 2015 - Present
The Buckner Company January 2013 - June 2015
Utah Trucking Association July 2010 - December 2012
Campaign Solutions August 2011 - December 2011
Callister Nebeker & McCullough 2007 - 2010
Skills
Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Planning, Research, Change Management, Transportation, Process Improvement, Program Management, Operations Management, Management, Advertising, Sales, Online Advertising, Team Leadership, Facebook, Data Analysis, Leadership, Insurance, Financial Analysis
Education
University of Utah - David Eccles School of Business 2010 — 2012
Bachelor of Science (BS), Accounting, 3.5
Salt Lake Community College 2007 — 2009
Associate's degree, Business/Commerce, General
Erika Liassides's Fidelity Investments Experience July 2011 - May 2012
Job Customer Success Manager at Adobe
Industry Executive Office
Experience
Adobe January 2015 - Present
Sorenson Media April 2014 - August 2014
EMC April 2013 - August 2013
Fidelity Investments July 2011 - May 2012
ANCESTRY August 2010 - April 2011
Move Networks November 2009 - August 2010
UnitedHealth Group June 2006 - November 2009
UnitedHealth Group June 2004 - June 2006
Skills
Management, Office Management, Contract Management, Project Management, Vendor Management, Account Management, Recruiting, Training, Data Analysis, Administrative..., Process Scheduler, Coordination, Microsoft Office, Microsoft Word, Committed to..., Organized self-starter, Team Leadership, Administrative..., Time Management, Team Building, Salesforce.com, PowerPoint, Leadership, Process Improvement
Education
University of Utah 2011 — 2014
Bachelor, Business Management, Summa Cum Laude
Salt Lake Community College 2001 — 2002
Associates of Science, Business Management
Adobe January 2015 - Present
Sorenson Media April 2014 - August 2014
EMC April 2013 - August 2013
Fidelity Investments July 2011 - May 2012
ANCESTRY August 2010 - April 2011
Move Networks November 2009 - August 2010
UnitedHealth Group June 2006 - November 2009
UnitedHealth Group June 2004 - June 2006
Skills
Management, Office Management, Contract Management, Project Management, Vendor Management, Account Management, Recruiting, Training, Data Analysis, Administrative..., Process Scheduler, Coordination, Microsoft Office, Microsoft Word, Committed to..., Organized self-starter, Team Leadership, Administrative..., Time Management, Team Building, Salesforce.com, PowerPoint, Leadership, Process Improvement
Education
University of Utah 2011 — 2014
Bachelor, Business Management, Summa Cum Laude
Salt Lake Community College 2001 — 2002
Associates of Science, Business Management
Alf Quinn Alf Quinn's Fidelity Investments Experience January 2001 - February 2007
Job Online Marketing Manager at BGZ brands™
Industry Marketing and Advertising
Experience
BGZ brands™ January 2014 - Present
Alfred Quinn Consulting March 2013 - Present
All About Socks July 2013 - January 2014
Celtic Bank July 2011 - April 2013
OrangeSoda February 2009 - June 2011
Fighting Dinosaur February 2007 - January 2009
The Cage News February 2008 - December 2008
Fidelity Investments January 2001 - February 2007
KUTE Student Radio September 2004 - February 2006
Skills
SEO, Social Media Marketing, SEM, PPC, Copywriting, Advertising, Media Buying, Media Planning, Management, Email Marketing, Google Analytics, Landing Page..., Web Design, Brand Management, Marketing Communications, Marketing Strategy, Direct Marketing, Digital Marketing, Press Releases, Online Marketing, Social Media, Facebook, Online Advertising, Sales, Lead Generation, Campaign Management, Creative Direction, Marketing, Salesforce.com, Direct Mail, Brand Development, CRM, Strategic Partnerships, Web Marketing, Google Adwords, Affiliate Marketing, Web Analytics, Leadership, E-commerce, Corporate Branding, New Business Development, B2B Marketing, Integrated Marketing, Conversion Optimization, Start-ups, Mobile Marketing, Search Advertising, Analytics, Organic Search, Keyword Research
Education
University of Utah 2004 — 2007
Mass Comm
Salt Lake Community College 2001 — 2004
BGZ brands™ January 2014 - Present
Alfred Quinn Consulting March 2013 - Present
All About Socks July 2013 - January 2014
Celtic Bank July 2011 - April 2013
OrangeSoda February 2009 - June 2011
Fighting Dinosaur February 2007 - January 2009
The Cage News February 2008 - December 2008
Fidelity Investments January 2001 - February 2007
KUTE Student Radio September 2004 - February 2006
Skills
SEO, Social Media Marketing, SEM, PPC, Copywriting, Advertising, Media Buying, Media Planning, Management, Email Marketing, Google Analytics, Landing Page..., Web Design, Brand Management, Marketing Communications, Marketing Strategy, Direct Marketing, Digital Marketing, Press Releases, Online Marketing, Social Media, Facebook, Online Advertising, Sales, Lead Generation, Campaign Management, Creative Direction, Marketing, Salesforce.com, Direct Mail, Brand Development, CRM, Strategic Partnerships, Web Marketing, Google Adwords, Affiliate Marketing, Web Analytics, Leadership, E-commerce, Corporate Branding, New Business Development, B2B Marketing, Integrated Marketing, Conversion Optimization, Start-ups, Mobile Marketing, Search Advertising, Analytics, Organic Search, Keyword Research
Education
University of Utah 2004 — 2007
Mass Comm
Salt Lake Community College 2001 — 2004
Brandy Heimbigner's Fidelity Investments Experience 1998 - October 2004
Job Sr. Technology Specialist Automated Business Products, A Ricoh Company
Industry Business Supplies and Equipment
Experience
Automated Business Products, A Ricoh Company November 2003 - Present
Fidelity Investments 1998 - October 2004
Honeywell Process Solutions January 1994 - May 1995
Associated Business Products October 1991 - January 1994
Wrench Connection June 1988 - October 1991
Volume Services December 1986 - June 1988
Skills
Printers, Networking, Document Management, Customer Service, Document Imaging, Troubleshooting, Account Management, Managed Print Services, Team Leadership, Security, Windows, Active Directory, New Business Development, Sales Management, Project Management, Microsoft Office, Hardware, Technical Support, Training, Management, Process Improvement, Leadership, Customer Satisfaction, Microsoft Excel, Negotiation, Disaster Recovery, Strategic Planning, Public Speaking, PowerPoint, Software Documentation, DNS, VMware, Project Planning, Budgets, Windows Server, Analysis, Business Analysis, Product Management, Inventory Management, Microsoft Word, Technical Writing, Technical Training, Performance Management, Servers, Software Installation, Windows 7, CompTIA, Computer Networking, Wireless Networking, Computer Hardware
Education
Academy of Nursing 2004 — 2006
Phlebotomy Cert, Practical Nursing, Vocational Nursing and Nursing Assistants
Valley High School Vegas 1986 — 1989
Diploma, General
Salt Lake Community College
Computer Science
Automated Business Products, A Ricoh Company November 2003 - Present
Fidelity Investments 1998 - October 2004
Honeywell Process Solutions January 1994 - May 1995
Associated Business Products October 1991 - January 1994
Wrench Connection June 1988 - October 1991
Volume Services December 1986 - June 1988
Skills
Printers, Networking, Document Management, Customer Service, Document Imaging, Troubleshooting, Account Management, Managed Print Services, Team Leadership, Security, Windows, Active Directory, New Business Development, Sales Management, Project Management, Microsoft Office, Hardware, Technical Support, Training, Management, Process Improvement, Leadership, Customer Satisfaction, Microsoft Excel, Negotiation, Disaster Recovery, Strategic Planning, Public Speaking, PowerPoint, Software Documentation, DNS, VMware, Project Planning, Budgets, Windows Server, Analysis, Business Analysis, Product Management, Inventory Management, Microsoft Word, Technical Writing, Technical Training, Performance Management, Servers, Software Installation, Windows 7, CompTIA, Computer Networking, Wireless Networking, Computer Hardware
Education
Academy of Nursing 2004 — 2006
Phlebotomy Cert, Practical Nursing, Vocational Nursing and Nursing Assistants
Valley High School Vegas 1986 — 1989
Diploma, General
Salt Lake Community College
Computer Science
Steven Barenbrugge Steven Barenbrugge's Fidelity Investments Experience June 2010 - November 2010
Job Sales & Business Developement at ClearSource
Industry Financial Services
Experience
ClearSource October 2014 - Present
Land Home Financial Services, Inc. July 2013 - August 2014
PACRIM Investments December 2012 - April 2013
JPMorgan Chase December 2010 - November 2012
Fidelity Investments June 2010 - November 2010
Wells Fargo July 2007 - February 2010
The Mobile Solution August 2006 - July 2007
Skills
Sales, Leadership, Customer Retention, Cold Calling, Finance, Portfolio Management, Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Customer Service, Marketing, Management
Education
Skyline High School 1999 — 2002
Diploma, General Studies
Salt Lake Community College
ClearSource October 2014 - Present
Land Home Financial Services, Inc. July 2013 - August 2014
PACRIM Investments December 2012 - April 2013
JPMorgan Chase December 2010 - November 2012
Fidelity Investments June 2010 - November 2010
Wells Fargo July 2007 - February 2010
The Mobile Solution August 2006 - July 2007
Skills
Sales, Leadership, Customer Retention, Cold Calling, Finance, Portfolio Management, Credit, Loans, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Customer Service, Marketing, Management
Education
Skyline High School 1999 — 2002
Diploma, General Studies
Salt Lake Community College
Matthew Pettit Matthew Pettit's Fidelity Investments Experience March 2014 - January 2015
Job Financial Advisor, CUSO Financial Services, LP at America First Credit Union
Industry Financial Services
Experience
Fidelity Investments March 2014 - January 2015
Northwestern Mutual October 2011 - March 2014
Skills
Long Term Care Insurance, Retirement Planning, Roth IRA, Retirement, Fixed Annuities, Disability Insurance, Finance, Variable Annuities, Wealth Accumulation, Life Insurance, IRAs, 529 Plans, College Savings Plans, Long-term Care, Life & Health Insurance..., Series 7, Series 63, Education Funding, Key Person Insurance, Registered Investment..., Investment Advisory..., Sales, Leadership, Investments, Insurance, Financial Planning, Financial Services, Customer Service, Microsoft Excel
Education
University of Utah 2013 — 2015
Bachelor of Fine Arts (B.F.A.), Financial Planning and Services
Salt Lake Community College 2010 — 2012
Associate's degree, General Studies
Fidelity Investments March 2014 - January 2015
Northwestern Mutual October 2011 - March 2014
Skills
Long Term Care Insurance, Retirement Planning, Roth IRA, Retirement, Fixed Annuities, Disability Insurance, Finance, Variable Annuities, Wealth Accumulation, Life Insurance, IRAs, 529 Plans, College Savings Plans, Long-term Care, Life & Health Insurance..., Series 7, Series 63, Education Funding, Key Person Insurance, Registered Investment..., Investment Advisory..., Sales, Leadership, Investments, Insurance, Financial Planning, Financial Services, Customer Service, Microsoft Excel
Education
University of Utah 2013 — 2015
Bachelor of Fine Arts (B.F.A.), Financial Planning and Services
Salt Lake Community College 2010 — 2012
Associate's degree, General Studies
Emily McLean's Fidelity Investments Experience 2004 - March 2005
Job Realtor at Universal Realtors Salt Lake City, UT
Industry Real Estate
Experience
Pizza Pie Cafe October 2014 - Present
Mclean Entertainment December 2013 - Present
Universal Realtors April 2005 - Present
Paparazzi Accessories July 2011 - May 2014
Fidelity Investments 2004 - March 2005
Skills
First Time Home Buyers, Handmade Jewelry, Relocation, Sewing, Sellers, Investment Properties, Referrals, Townhomes, New Home Sales, Buyers, Luxury, Customer Service
Education
Salt Lake Community College 2014 — 2015
Marketing Management AAS, Marketing/Marketing Management, General, Junior
Salt Lake Community College 2000 — 2003
General Studies
Taylorsville High School 1996 — 1999
General Studies
Pizza Pie Cafe October 2014 - Present
Mclean Entertainment December 2013 - Present
Universal Realtors April 2005 - Present
Paparazzi Accessories July 2011 - May 2014
Fidelity Investments 2004 - March 2005
Skills
First Time Home Buyers, Handmade Jewelry, Relocation, Sewing, Sellers, Investment Properties, Referrals, Townhomes, New Home Sales, Buyers, Luxury, Customer Service
Education
Salt Lake Community College 2014 — 2015
Marketing Management AAS, Marketing/Marketing Management, General, Junior
Salt Lake Community College 2000 — 2003
General Studies
Taylorsville High School 1996 — 1999
General Studies
Weston Anthon Weston Anthon's Fidelity Investments Experience July 2015 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments July 2014 - November 2014
Fidelity Investments August 2012 - July 2014
America First Credit Union August 2011 - August 2012
Salt Lake County July 2006 - July 2011
Skills
Financial Services, Mutual Funds, Microsoft Excel, Trading, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Equities, Critical Thinking, Options, Securities, Facebook, Accounting, ETFs, Risk Management
Education
University of Utah 2008 — 2015
BS, Strategic Communications
Salt Lake Community College 2007 — 2008
General Studies
Fidelity Investments July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments July 2014 - November 2014
Fidelity Investments August 2012 - July 2014
America First Credit Union August 2011 - August 2012
Salt Lake County July 2006 - July 2011
Skills
Financial Services, Mutual Funds, Microsoft Excel, Trading, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Equities, Critical Thinking, Options, Securities, Facebook, Accounting, ETFs, Risk Management
Education
University of Utah 2008 — 2015
BS, Strategic Communications
Salt Lake Community College 2007 — 2008
General Studies
Heather Cummings's Fidelity Investments Experience September 2004 - October 2010
Job Student at Salt Lake Community College
Industry Internet
Experience
MyMark,LLC July 2010 - November 2011
Fidelity Investments September 2004 - October 2010
Skills
HTML, Business Analysis, JavaScript, Risk Management, Financial Services, Process Improvement, PHP, Vendor Management, Relationship Management, Program Management, Visio, Strategic Planning, Insurance, Project Planning, Team Leadership, Budget, Marketing, Sales, Microsoft Excel
Education
University of Utah 2014 — 2015
Undergraduate degree, Communication and Media Studies
Salt Lake Community College 2011 — 2013
Associate of Science (AS), A
Weber State University 2000 — 2001
General Studies
Davis Applied Technology College 1998 — 2000
Business and Dental Assisting, Business and Dental Assisting
MyMark,LLC July 2010 - November 2011
Fidelity Investments September 2004 - October 2010
Skills
HTML, Business Analysis, JavaScript, Risk Management, Financial Services, Process Improvement, PHP, Vendor Management, Relationship Management, Program Management, Visio, Strategic Planning, Insurance, Project Planning, Team Leadership, Budget, Marketing, Sales, Microsoft Excel
Education
University of Utah 2014 — 2015
Undergraduate degree, Communication and Media Studies
Salt Lake Community College 2011 — 2013
Associate of Science (AS), A
Weber State University 2000 — 2001
General Studies
Davis Applied Technology College 1998 — 2000
Business and Dental Assisting, Business and Dental Assisting
Parker Hattabaugh Parker Hattabaugh's Fidelity Investments Experience June 2015 - Present
Job Financial Representative, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Mountain Orthopaedics July 2009 - June 2015
Managed Wealth Financial June 2011 - March 2015
Ski n see September 2001 - March 2013
Skills
Financial Planning, Investments, Retirement, Retirement Planning, 401k, Insurance, IRAs, Portuguese, Fixed Annuities, Life Insurance, Term Life Insurance, Series 6, Series 63
Education
Utah State University
Bachelor of Business Administration (BBA)
Salt Lake Community College 2008 — 2010
Associates of science, Business
Fidelity Investments June 2015 - Present
Mountain Orthopaedics July 2009 - June 2015
Managed Wealth Financial June 2011 - March 2015
Ski n see September 2001 - March 2013
Skills
Financial Planning, Investments, Retirement, Retirement Planning, 401k, Insurance, IRAs, Portuguese, Fixed Annuities, Life Insurance, Term Life Insurance, Series 6, Series 63
Education
Utah State University
Bachelor of Business Administration (BBA)
Salt Lake Community College 2008 — 2010
Associates of science, Business
Scott Barth's Fidelity Investments Experience August 1999 - June 2001
Job COO, O2PUR
Industry Telecommunications
Experience
O2PUR May 2013 - Present
SRSolutions November 2011 - Present
Alpha Vending LLC March 2011 - February 2014
O'currance Teleservices August 2007 - November 2011
Basic Research October 2004 - October 2005
163 peirpont LLC, DBA the Drink October 2003 - October 2004
VC Company October 2002 - October 2003
UBS June 2001 - October 2002
Fidelity Investments August 1999 - June 2001
Skills
Call Center, Financial Modeling, Marketing Management, Direct Marketing, Operations Management, Sales Management, New Business Development, Leadership Development, Strategic Financial..., Investments, Customer Retention, Sales, Account Management, Strategic Planning, Leadership, Sales Operations, Workforce Management, Call Centers, Team Leadership, Team Building, Business Development, Sales Process, CRM, Business Strategy, Call Center Development, Lead Generation, Team Management, Outsourcing, Marketing Strategy, Risk Management, Customer Satisfaction, Management, Inbound Marketing, Customer Experience, Performance Management, Contact Centers, Process Improvement, Vendor Management, Telemarketing, Strategy, Start-ups, Strategic Partnerships, Product Management, Telecommunications, Salesforce.com, Customer Acquisition, Selling, Direct Sales, Product Marketing, B2B
Education
Salt Lake Community College 1998 — 2000
None, Business
Woods Cross High School 1997 — 1999
HS Diploma, Business
O2PUR May 2013 - Present
SRSolutions November 2011 - Present
Alpha Vending LLC March 2011 - February 2014
O'currance Teleservices August 2007 - November 2011
Basic Research October 2004 - October 2005
163 peirpont LLC, DBA the Drink October 2003 - October 2004
VC Company October 2002 - October 2003
UBS June 2001 - October 2002
Fidelity Investments August 1999 - June 2001
Skills
Call Center, Financial Modeling, Marketing Management, Direct Marketing, Operations Management, Sales Management, New Business Development, Leadership Development, Strategic Financial..., Investments, Customer Retention, Sales, Account Management, Strategic Planning, Leadership, Sales Operations, Workforce Management, Call Centers, Team Leadership, Team Building, Business Development, Sales Process, CRM, Business Strategy, Call Center Development, Lead Generation, Team Management, Outsourcing, Marketing Strategy, Risk Management, Customer Satisfaction, Management, Inbound Marketing, Customer Experience, Performance Management, Contact Centers, Process Improvement, Vendor Management, Telemarketing, Strategy, Start-ups, Strategic Partnerships, Product Management, Telecommunications, Salesforce.com, Customer Acquisition, Selling, Direct Sales, Product Marketing, B2B
Education
Salt Lake Community College 1998 — 2000
None, Business
Woods Cross High School 1997 — 1999
HS Diploma, Business
Clint Warner's Fidelity Investments Experience September 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments July 2012 - September 2014
Fidelity Investments December 2010 - July 2012
Fidelity Investments November 2004 - November 2010
TSA September 2002 - November 2004
Orbit Irrigation February 2000 - August 2001
Century Software July 1998 - January 2000
Skills
Series 7, Series 63, Series 6, Annuity, Korean, Italian, Economics, Financial Services, Managerial Finance, Accounting, FINRA, Fixed Annuities, Life Insurance, Business Process..., Financial Analysis, Business Analysis, Investments, Strategic Financial..., Mutual Funds, Insurance, Retirement, Retirement Planning, Credit, Portfolio Management, 401k, Relationship Management, Equities, Risk Management, Securities, Variable Annuities, Asset Allocation, Training, Wealth Management, Uniform Combined State..., Investment Advisory, Series 65, Finance, Financial Planning
Education
Southern New Hampshire University 2011 — 2011
Bachelor's Degree, Finance and Economics, 3.0
University of Utah 1998 — 2002
None, Political Science and Economics
Salt Lake Community College 1996 — 1998
Economics
Utah State University 1994 — 1995
Economics/accounting
Snow College 1990 — 1991
General Studies
Fidelity Investments September 2014 - Present
Fidelity Investments July 2012 - September 2014
Fidelity Investments December 2010 - July 2012
Fidelity Investments November 2004 - November 2010
TSA September 2002 - November 2004
Orbit Irrigation February 2000 - August 2001
Century Software July 1998 - January 2000
Skills
Series 7, Series 63, Series 6, Annuity, Korean, Italian, Economics, Financial Services, Managerial Finance, Accounting, FINRA, Fixed Annuities, Life Insurance, Business Process..., Financial Analysis, Business Analysis, Investments, Strategic Financial..., Mutual Funds, Insurance, Retirement, Retirement Planning, Credit, Portfolio Management, 401k, Relationship Management, Equities, Risk Management, Securities, Variable Annuities, Asset Allocation, Training, Wealth Management, Uniform Combined State..., Investment Advisory, Series 65, Finance, Financial Planning
Education
Southern New Hampshire University 2011 — 2011
Bachelor's Degree, Finance and Economics, 3.0
University of Utah 1998 — 2002
None, Political Science and Economics
Salt Lake Community College 1996 — 1998
Economics
Utah State University 1994 — 1995
Economics/accounting
Snow College 1990 — 1991
General Studies
Dominick Merlucci Dominick Merlucci's Fidelity Investments Experience April 2012 - Present
Job Vice President 401(k) Wholesaler at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Fidelity Investments April 2012 - Present
Fidelity Investments July 2011 - April 2012
Ameriprise Financial November 2010 - June 2011
Private Investment Firm February 2010 - November 2010
Leading Regional Contracting Company July 2008 - February 2010
OppenheimerFunds April 2005 - July 2008
Skills
Financial Planning, Presenter, Client Development, Direct Sales, Sales Process, Inside Sales, Financial Analysis, Sales Presentations, Group Presentations, Wholesale Sales, Wholesaling
Education
Salisbury University - Perdue School of Business 2000 — 2004
David Allred's Fidelity Investments Experience March 2005 - September 2005
Job Branch Manager
Industry Financial Services
Experience
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
Matt Macey Matt Macey's Fidelity Investments Experience August 2006 - April 2011
Job Support Specialist at RESMARK Systems
Industry Graphic Design
Experience
RESMARK Systems July 2012 - Present
Macey Media Studio June 2011 - Present
Deseret Digital Media November 2013 - March 2014
Fidelity Investments August 2006 - April 2011
ADVANTA BANK CORP March 2006 - August 2006
MACEY'S FOOD AND August 2001 - March 2006
Deseret Book July 1997 - August 2001
Skills
Customer Service, Illustrator, Graphic Design, HTML, Photoshop, PowerPoint, Social Media, Microsoft Office, Creative Direction, Digital Photography, Drawing, Writing, Guitarist, Songwriting, Sales, Guitar, Web Design, Microsoft Word, Online Marketing, Leadership, Public Speaking, Editing, Social Media Marketing, Marketing, Adobe Photoshop, Adobe Illustrator, Guitar Instruction, Outstanding Customer..., HTML emails, Microsoft Excel, InDesign, Photography
Education
Sessions College for Professional Design 2011 — 2012
Certificate, Digital Arts
Salt Lake Community College 2001 — 2005
General Education and Business
RESMARK Systems July 2012 - Present
Macey Media Studio June 2011 - Present
Deseret Digital Media November 2013 - March 2014
Fidelity Investments August 2006 - April 2011
ADVANTA BANK CORP March 2006 - August 2006
MACEY'S FOOD AND August 2001 - March 2006
Deseret Book July 1997 - August 2001
Skills
Customer Service, Illustrator, Graphic Design, HTML, Photoshop, PowerPoint, Social Media, Microsoft Office, Creative Direction, Digital Photography, Drawing, Writing, Guitarist, Songwriting, Sales, Guitar, Web Design, Microsoft Word, Online Marketing, Leadership, Public Speaking, Editing, Social Media Marketing, Marketing, Adobe Photoshop, Adobe Illustrator, Guitar Instruction, Outstanding Customer..., HTML emails, Microsoft Excel, InDesign, Photography
Education
Sessions College for Professional Design 2011 — 2012
Certificate, Digital Arts
Salt Lake Community College 2001 — 2005
General Education and Business
Julie Van Schelt Julie Van Schelt's Fidelity Investments Experience February 2006 - February 2008
Job Owner
Industry Arts and Crafts
Experience
Self-employed August 2012 - Present
Self-employed August 2012 - Present
Dictator's Ink August 2011 - Present
JSA Architects February 2008 - January 2011
Fidelity Investments February 2006 - February 2008
Skills
Crochet, Cooking, Typing, Digital Dictation, Medical Terminology
Education
Salt Lake Community College 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Cosmetology, Barber/Styling, and Nail Instructor
West Jordan High School 2001 — 2003
High School Diploma, General Education
Self-employed August 2012 - Present
Self-employed August 2012 - Present
Dictator's Ink August 2011 - Present
JSA Architects February 2008 - January 2011
Fidelity Investments February 2006 - February 2008
Skills
Crochet, Cooking, Typing, Digital Dictation, Medical Terminology
Education
Salt Lake Community College 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Cosmetology, Barber/Styling, and Nail Instructor
West Jordan High School 2001 — 2003
High School Diploma, General Education
Laura Woodford Laura Woodford's Fidelity Investments Experience November 1992 - August 1998
Job Financial Services
Industry Financial Services
Experience
Amplify January 2010 - December 2012
Woodford Financial Inc. January 2001 - December 2010
Fidelity Investments November 1992 - August 1998
Skills
Customer Service, Excel, Customer Relations, Strategic Planning, Process Improvement, Training Facilitation, Microsoft Excel, Software Documentation, Team Building, Vendor Management, Leadership, Training, Coaching, Business Analysis, Team Leadership, Banking, Program Management, Microsoft Office, Project Management, Strategy
Education
University of Utah 1990 — 1992
Psychology
Salt Lake Community College 1989 — 1991
Associates of Science, Education
Amplify January 2010 - December 2012
Woodford Financial Inc. January 2001 - December 2010
Fidelity Investments November 1992 - August 1998
Skills
Customer Service, Excel, Customer Relations, Strategic Planning, Process Improvement, Training Facilitation, Microsoft Excel, Software Documentation, Team Building, Vendor Management, Leadership, Training, Coaching, Business Analysis, Team Leadership, Banking, Program Management, Microsoft Office, Project Management, Strategy
Education
University of Utah 1990 — 1992
Psychology
Salt Lake Community College 1989 — 1991
Associates of Science, Education
Darin Gunnerson Darin Gunnerson's Fidelity Investments Experience September 2006 - February 2009
Job Emerging Market Service Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation March 2014 - June 2014
Workforce Management April 2013 - January 2014
E*TRADE Financial Corporation October 2009 - April 2013
Fidelity Investments September 2006 - February 2009
Skills
Series 7, Series 63, Banking, Customer Service, Series 6, Excel, Customer Relations, PowerPoint, Outlook, Word, Telephone Skills, Finance, Financial Analysis, Risk Management, Securities, Mutual Funds, 401k, Marketing, Options, Cash Management, Microsoft Excel, Sales, Retirement, Leadership, Equities, Public Speaking, Management
Education
University of Utah 2003 — 2006
Bachelor of Arts, International/Global Studies
Salt Lake Community College 2002 — 2003
Associates of Arts, Business
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial Corporation March 2014 - June 2014
Workforce Management April 2013 - January 2014
E*TRADE Financial Corporation October 2009 - April 2013
Fidelity Investments September 2006 - February 2009
Skills
Series 7, Series 63, Banking, Customer Service, Series 6, Excel, Customer Relations, PowerPoint, Outlook, Word, Telephone Skills, Finance, Financial Analysis, Risk Management, Securities, Mutual Funds, 401k, Marketing, Options, Cash Management, Microsoft Excel, Sales, Retirement, Leadership, Equities, Public Speaking, Management
Education
University of Utah 2003 — 2006
Bachelor of Arts, International/Global Studies
Salt Lake Community College 2002 — 2003
Associates of Arts, Business
Drew Kimball Drew Kimball's Fidelity Investments Experience August 2007 - August 2008
Job Budget Analyst at Ultradent Products, Inc.
Industry Restaurants
Experience
Ultradent Products, Inc. November 2014 - Present
Cafe Rio December 2012 - October 2014
ATK December 2011 - January 2013
University of Utah August 2010 - May 2012
OptumHealth Bank June 2011 - September 2011
1-800 CONTACTS August 2008 - August 2010
Fidelity Investments August 2007 - August 2008
Real Salt Lake January 2007 - October 2007
1-800 CONTACTS 2002 - 2007
Skills
MS Office Suite, Word, Excel, PowerPoint, SPSS, Spanish, R, SAS, Six Sigma, Analysis, Business Management, Data Analysis, Financial Analysis, Team Leadership, ProPricer, Cost Planning, Cost Reporting, Financial Forecasting, Cost Accounting, Management, Microsoft Excel, Leadership, Microsoft Office, Process Improvement, Microsoft Word
Education
University of Utah 2010 — 2012
M.B.A, Business
University of Utah 2002 — 2007
Parks, Recreation, and Tourism, Sports Management and Spanish
Salt Lake Community College 2002 — 2003
Associates, Buiness Management
Ultradent Products, Inc. November 2014 - Present
Cafe Rio December 2012 - October 2014
ATK December 2011 - January 2013
University of Utah August 2010 - May 2012
OptumHealth Bank June 2011 - September 2011
1-800 CONTACTS August 2008 - August 2010
Fidelity Investments August 2007 - August 2008
Real Salt Lake January 2007 - October 2007
1-800 CONTACTS 2002 - 2007
Skills
MS Office Suite, Word, Excel, PowerPoint, SPSS, Spanish, R, SAS, Six Sigma, Analysis, Business Management, Data Analysis, Financial Analysis, Team Leadership, ProPricer, Cost Planning, Cost Reporting, Financial Forecasting, Cost Accounting, Management, Microsoft Excel, Leadership, Microsoft Office, Process Improvement, Microsoft Word
Education
University of Utah 2010 — 2012
M.B.A, Business
University of Utah 2002 — 2007
Parks, Recreation, and Tourism, Sports Management and Spanish
Salt Lake Community College 2002 — 2003
Associates, Buiness Management
Brian Griffiths, CFP® Brian Griffiths, CFP®'s Fidelity Investments Experience May 2011 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
RCM Investments December 2010 - May 2011
Ameriprise Financial January 2005 - October 2010
Radio Disney April 2004 - August 2008
Intermountain Healthcare April 2002 - November 2005
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion May 2003 - August 2005
Utah Jazz March 2003 - August 2004
Skills
Wealth Management, Investment Strategies, Investment Management, Investments, Finance, Stock Management, Mutual Funds, Analysis, Life Insurance, Strategy, Sales, Public Speaking, Marketing, Training, Leadership, Social Media
Education
University of Utah 2004 — 2011
B.S, Communication
Salt Lake Community College 2002 — 2004
A.S., Associates of Science Degree
Fidelity Investments May 2011 - Present
RCM Investments December 2010 - May 2011
Ameriprise Financial January 2005 - October 2010
Radio Disney April 2004 - August 2008
Intermountain Healthcare April 2002 - November 2005
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion May 2003 - August 2005
Utah Jazz March 2003 - August 2004
Skills
Wealth Management, Investment Strategies, Investment Management, Investments, Finance, Stock Management, Mutual Funds, Analysis, Life Insurance, Strategy, Sales, Public Speaking, Marketing, Training, Leadership, Social Media
Education
University of Utah 2004 — 2011
B.S, Communication
Salt Lake Community College 2002 — 2004
A.S., Associates of Science Degree
Lisa Hermansen Lisa Hermansen's Fidelity Investments Experience January 1992 - June 1994
Job Banking Professional
Industry Financial Services
Experience
Merrick Bank September 2011 - June 2015
Blue Healthcare Bank May 2008 - April 2009
Blue Healthcare Bank 2006 - 2008
ADP 2004 - 2006
Franklin Templeton Bank & Trust January 2000 - August 2003
American Stores 1998 - 2000
American Stores 1996 - 1998
GE Captial 1994 - 1998
Fidelity Investments January 1992 - June 1994
GMAC CAPITAL CORPORATION 1990 - December 1992
Skills
Banking, Analysis, Product Development, Credit Cards, Financial Services, Vendor Management, Credit, Business Analysis, Process Improvement, Visio, Financial Analysis, Project Management
Education
Salt Lake Community College 1996 — 1998
Associate Science, Business Communications, Management; Law, Accounting, Computer Science
Merrick Bank September 2011 - June 2015
Blue Healthcare Bank May 2008 - April 2009
Blue Healthcare Bank 2006 - 2008
ADP 2004 - 2006
Franklin Templeton Bank & Trust January 2000 - August 2003
American Stores 1998 - 2000
American Stores 1996 - 1998
GE Captial 1994 - 1998
Fidelity Investments January 1992 - June 1994
GMAC CAPITAL CORPORATION 1990 - December 1992
Skills
Banking, Analysis, Product Development, Credit Cards, Financial Services, Vendor Management, Credit, Business Analysis, Process Improvement, Visio, Financial Analysis, Project Management
Education
Salt Lake Community College 1996 — 1998
Associate Science, Business Communications, Management; Law, Accounting, Computer Science
Shaleah Tersilas's Fidelity Investments Experience August 2003 - April 2008
Job Educator Boston Public Schools
Industry Education Management
Experience
Boston Public Schools September 2015 - Present
Parkside Christian Academy September 2010 - May 2015
Fidelity Investments August 2003 - April 2008
Skills
Microsoft Office, Apollo, Sabre, Switchboard Operator, Jupiter Grades, Customer Service..., office mangament, Liasoning, conflict resolution, Classroom, Fax, Teaching, Volunteer Management, Administration, Career Development, Community Outreach, Curriculum Development, Data Entry, Editing, Fashion, Fundraising, Leadership, Leadership Development, Management, Nonprofits, Program Development, Program Management, Selling, Staff Development, Supervisory Skills, Wardrobe, Conflict Resolution, Curriculum Design
Education
Salem State College 1998 — 2003
BS, Communications/PR/Psychology
Our Lady Of Nazareth Academy 1994 — 1998
High School, College preparatory
Boston Public Schools September 2015 - Present
Parkside Christian Academy September 2010 - May 2015
Fidelity Investments August 2003 - April 2008
Skills
Microsoft Office, Apollo, Sabre, Switchboard Operator, Jupiter Grades, Customer Service..., office mangament, Liasoning, conflict resolution, Classroom, Fax, Teaching, Volunteer Management, Administration, Career Development, Community Outreach, Curriculum Development, Data Entry, Editing, Fashion, Fundraising, Leadership, Leadership Development, Management, Nonprofits, Program Development, Program Management, Selling, Staff Development, Supervisory Skills, Wardrobe, Conflict Resolution, Curriculum Design
Education
Salem State College 1998 — 2003
BS, Communications/PR/Psychology
Our Lady Of Nazareth Academy 1994 — 1998
High School, College preparatory
Crystal, Stephanie Crystal, Stephanie's Fidelity Investments Experience February 2014 - Present
Job Manager, Financial Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2013 - February 2014
Fidelity Investments July 2012 - May 2013
Fidelity Investments May 2005 - July 2012
Fidelity Investments May 2003 - May 2005
Fidelity Investments May 2000 - May 2003
Fidelity Investments September 1998 - May 2000
Fidelity Investments August 1996 - September 1998
Education
Western Governors University
Westminster College
Collin County Community College
Salt Lake Community College
Fidelity Investments February 2014 - Present
Fidelity Investments June 2013 - February 2014
Fidelity Investments July 2012 - May 2013
Fidelity Investments May 2005 - July 2012
Fidelity Investments May 2003 - May 2005
Fidelity Investments May 2000 - May 2003
Fidelity Investments September 1998 - May 2000
Fidelity Investments August 1996 - September 1998
Education
Western Governors University
Westminster College
Collin County Community College
Salt Lake Community College
Bryan Doty's Fidelity Investments Experience August 2004 - August 2006
Job Director of Business Development
Industry Transportation/Trucking/Railroad
Experience
Agile Supply Chain Strategies August 2015 - Present
England Logistics September 2009 - August 2015
Wells Fargo August 2006 - October 2009
Fidelity Investments August 2004 - August 2006
Verizon Wireless March 2001 - July 2004
Skills
Sales, Finance, Sales Management, Analysis, Business Analysis, Spanish, Team Management, Operations Management, Product Marketing, Foreign Languages, Relationship Building, International Relations, B2B, Business Strategy, Multi-cultural team...
Education
University of Utah 2004 — 2010
Bachelor Degree of Economics, Economics
Salt Lake Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Finance, General
England Logistics
Master's Degree, Logistics/Transportation/Factoring
Bountiful High
Agile Supply Chain Strategies August 2015 - Present
England Logistics September 2009 - August 2015
Wells Fargo August 2006 - October 2009
Fidelity Investments August 2004 - August 2006
Verizon Wireless March 2001 - July 2004
Skills
Sales, Finance, Sales Management, Analysis, Business Analysis, Spanish, Team Management, Operations Management, Product Marketing, Foreign Languages, Relationship Building, International Relations, B2B, Business Strategy, Multi-cultural team...
Education
University of Utah 2004 — 2010
Bachelor Degree of Economics, Economics
Salt Lake Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Finance, General
England Logistics
Master's Degree, Logistics/Transportation/Factoring
Bountiful High
Nathan Barlow Nathan Barlow's Fidelity Investments Experience October 2013 - Present
Job Retirement Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
MediConnect June 2007 - May 2010
MediConnect August 2001 - June 2007
Sento March 2000 - June 2001
Skills
Investments, Customer Service, Financial Services, Financial Analysis, Finance, Mutual Funds, Risk Management, Leadership, Retirement Planning, Financial Planning, Series 7, Securities, Equities, Series 63, Team Building, Business Analysis, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Process Improvement, Microsoft Excel, Project Management, Call Centers, Social Media, Research, Strategy, Retirement, 401k
Education
University of Utah 2002 — 2005
Bachelor’s Degree, Public Relations/Image Management
Salt Lake Community College 1998 — 2001
Associate’s Degree, General Studies
Taylorsville High School 1993 — 1996
High School Diploma
Fidelity Investments October 2013 - Present
Fidelity Investments May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
MediConnect June 2007 - May 2010
MediConnect August 2001 - June 2007
Sento March 2000 - June 2001
Skills
Investments, Customer Service, Financial Services, Financial Analysis, Finance, Mutual Funds, Risk Management, Leadership, Retirement Planning, Financial Planning, Series 7, Securities, Equities, Series 63, Team Building, Business Analysis, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Process Improvement, Microsoft Excel, Project Management, Call Centers, Social Media, Research, Strategy, Retirement, 401k
Education
University of Utah 2002 — 2005
Bachelor’s Degree, Public Relations/Image Management
Salt Lake Community College 1998 — 2001
Associate’s Degree, General Studies
Taylorsville High School 1993 — 1996
High School Diploma
Chanel Klepper Chanel Klepper's Fidelity Investments Experience March 2013 - Present
Job Account Management at Fidelity Investments
Industry Hospital & Health Care
Experience
Fidelity Investments March 2013 - Present
Liquid Service Corp. September 2012 - March 2013
Utah State Developmental Center February 2008 - May 2012
Utah State Developmental Center 2008 - 2012
Village Pizza May 2007 - February 2008
Education
Irvington High School
Lehi High School
Salt Lake Community College
Fidelity Investments March 2013 - Present
Liquid Service Corp. September 2012 - March 2013
Utah State Developmental Center February 2008 - May 2012
Utah State Developmental Center 2008 - 2012
Village Pizza May 2007 - February 2008
Education
Irvington High School
Lehi High School
Salt Lake Community College
Andrew Nygren Andrew Nygren's Fidelity Investments Experience January 2014 - Present
Job Senior Manager Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments June 2007 - December 2011
Fidelity Investments April 2003 - June 2007
Skills
Series 7, Series 63, Uniform Combined State..., FINRA, Trading, Mutual Funds, Fixed Income, Bloomberg, Options, Equities, Securities, Series 9, Series 10, Microsoft Excel, Microsoft Office, Series 66
Education
University of Utah 2004 — 2006
BS, Business Administration and Management, General
Salt Lake Community College 2000 — 2004
Associates, Business Management
Fidelity Investments January 2014 - Present
Fidelity Investments December 2011 - Present
Fidelity Investments June 2007 - December 2011
Fidelity Investments April 2003 - June 2007
Skills
Series 7, Series 63, Uniform Combined State..., FINRA, Trading, Mutual Funds, Fixed Income, Bloomberg, Options, Equities, Securities, Series 9, Series 10, Microsoft Excel, Microsoft Office, Series 66
Education
University of Utah 2004 — 2006
BS, Business Administration and Management, General
Salt Lake Community College 2000 — 2004
Associates, Business Management
Kathryn Revels Kathryn Revels's Fidelity Investments Experience February 2011 - May 2012
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - Present
Fidelity Investments February 2011 - May 2012
Comcast Cable September 2008 - January 2011
Skills
Stock Trading, Mutual Funds, Series 7, Series 63, Series 66, FINRA, Customer Service, Sales, Management, Trading, Financial Services, Investments, Retirement Planning, Risk Management, Financial Planning, Asset Management, Portfolio Management, Equities, Finance, Insurance, Investment Advisory, Asset Allocation, Financial Advisory
Education
University of Utah 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Salt Lake Community College 2004 — 2008
Associate of Science (A.S.), General Studies
TD Ameritrade April 2015 - Present
TD Ameritrade April 2014 - Present
TD Ameritrade July 2012 - Present
Fidelity Investments February 2011 - May 2012
Comcast Cable September 2008 - January 2011
Skills
Stock Trading, Mutual Funds, Series 7, Series 63, Series 66, FINRA, Customer Service, Sales, Management, Trading, Financial Services, Investments, Retirement Planning, Risk Management, Financial Planning, Asset Management, Portfolio Management, Equities, Finance, Insurance, Investment Advisory, Asset Allocation, Financial Advisory
Education
University of Utah 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Salt Lake Community College 2004 — 2008
Associate of Science (A.S.), General Studies
Suzanne Pehringer Suzanne Pehringer's Fidelity Investments Experience January 2015 - Present
Job Client Service Manager
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2012 - December 2014
Fidelity Investments February 2012 - June 2012
Fidelity Investments December 2010 - January 2012
Fidelity Investments April 2007 - December 2010
Fidelity Investments May 1992 - April 2007
Skills
Series 7, Series 63
Education
Barnes Business College 1989 — 1991
Accounting Associate
Salt Lake Community College
Fidelity Investments January 2015 - Present
Fidelity Investments June 2012 - December 2014
Fidelity Investments February 2012 - June 2012
Fidelity Investments December 2010 - January 2012
Fidelity Investments April 2007 - December 2010
Fidelity Investments May 1992 - April 2007
Skills
Series 7, Series 63
Education
Barnes Business College 1989 — 1991
Accounting Associate
Salt Lake Community College
Marcus Sarzalejos Marcus Sarzalejos's Fidelity Investments Experience January 2015 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments December 2013 - January 2014
Fidelity Investments January 2012 - November 2013
Fidelity Investments March 2011 - December 2011
Fidelity Investments 2009 - February 2011
Fidelity Investments December 2007 - November 2008
National Benefits Partner January 2003 - January 2007
Skills
Series 7, Series 63, series 66, Spanish-speaking, HTML, Uniform Combined State..., Tai Chi Chuan, Kung Fu, Wealth Management, Retirement, Retirement Planning, Portfolio Management
Education
Kaplan Schweser 2013 — 2015
Certified Financial Planner
University of Utah 2007 — 2010
Bachelor of Science (BS), Communications and Public Relations
Salt Lake Community College 2005 — 2007
Associate of Science (A.S.)
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments December 2013 - January 2014
Fidelity Investments January 2012 - November 2013
Fidelity Investments March 2011 - December 2011
Fidelity Investments 2009 - February 2011
Fidelity Investments December 2007 - November 2008
National Benefits Partner January 2003 - January 2007
Skills
Series 7, Series 63, series 66, Spanish-speaking, HTML, Uniform Combined State..., Tai Chi Chuan, Kung Fu, Wealth Management, Retirement, Retirement Planning, Portfolio Management
Education
Kaplan Schweser 2013 — 2015
Certified Financial Planner
University of Utah 2007 — 2010
Bachelor of Science (BS), Communications and Public Relations
Salt Lake Community College 2005 — 2007
Associate of Science (A.S.)
Benjamin Wightman's Fidelity Investments Experience January 2006 - May 2008
Job WFA Solutions Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors June 2011 - June 2014
Globalbased Technologies May 2010 - April 2011
Globalbased Technologies (Acquired TrueNorth Academy) July 2008 - May 2010
Fidelity Investments January 2006 - May 2008
Skills
Sales, Training, Investments, Finance, Team Building, Securities, Public Speaking, Customer Service, Financial Analysis, Coaching, Entrepreneurship, Leadership, Time Management, Microsoft Office, Financial Services, Mutual Funds, Presentation Skills
Education
Western Governors University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Sales & Sales Management
Salt Lake Community College 2005 — 2006
General Studies
Davis High School 2000 — 2002
Diploma
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors June 2011 - June 2014
Globalbased Technologies May 2010 - April 2011
Globalbased Technologies (Acquired TrueNorth Academy) July 2008 - May 2010
Fidelity Investments January 2006 - May 2008
Skills
Sales, Training, Investments, Finance, Team Building, Securities, Public Speaking, Customer Service, Financial Analysis, Coaching, Entrepreneurship, Leadership, Time Management, Microsoft Office, Financial Services, Mutual Funds, Presentation Skills
Education
Western Governors University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Sales & Sales Management
Salt Lake Community College 2005 — 2006
General Studies
Davis High School 2000 — 2002
Diploma
Gavin Shaffer Gavin Shaffer's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
RBS Global Banking & Markets February 2012 - April 2015
HARMONS EMIGRATION MARKET October 2011 - February 2012
ALLIED BARTON SECURITIES December 2010 - October 2011
KEY BANK December 2006 - June 2010
Skills
Finance, Human Resources, Customer Service, Analysis, Credit, Management, Accounting, Sales, Microsoft Word, Team Building
Education
University of Utah 2009 — 2011
Bachelor of Science, Finance
Salt Lake Community College 2002 — 2008
Associate of Science, general studies
Fidelity Investments April 2015 - Present
RBS Global Banking & Markets February 2012 - April 2015
HARMONS EMIGRATION MARKET October 2011 - February 2012
ALLIED BARTON SECURITIES December 2010 - October 2011
KEY BANK December 2006 - June 2010
Skills
Finance, Human Resources, Customer Service, Analysis, Credit, Management, Accounting, Sales, Microsoft Word, Team Building
Education
University of Utah 2009 — 2011
Bachelor of Science, Finance
Salt Lake Community College 2002 — 2008
Associate of Science, general studies
Chuck Bergstrom Chuck Bergstrom's Fidelity Investments Experience March 1998 - April 2004
Job Senior Financial Services Professional
Industry Investment Banking
Experience
RBS Markets and International Banking November 2011 - February 2015
Goldman Sachs May 2005 - August 2011
JPMorgan Chase & Co. May 2004 - April 2005
Fidelity Investments March 1998 - April 2004
Skills
Financial Services, Customer Service, Risk Management, Finance, Equities, Investment Banking, Investments, Series 7, Series 63, Banking, Fixed Income, Capital Markets, Financial Analysis, Real Estate, Real Estate License, Tax, Asset Allocation, Variable Annuities, Fixed Annuities, Mutual Funds, Asset Management, Risk Assessment
Education
Utah Valley University
Associate's Degree, University Studies
Salt Lake Community College
Associate's Degree, General Studies
RBS Markets and International Banking November 2011 - February 2015
Goldman Sachs May 2005 - August 2011
JPMorgan Chase & Co. May 2004 - April 2005
Fidelity Investments March 1998 - April 2004
Skills
Financial Services, Customer Service, Risk Management, Finance, Equities, Investment Banking, Investments, Series 7, Series 63, Banking, Fixed Income, Capital Markets, Financial Analysis, Real Estate, Real Estate License, Tax, Asset Allocation, Variable Annuities, Fixed Annuities, Mutual Funds, Asset Management, Risk Assessment
Education
Utah Valley University
Associate's Degree, University Studies
Salt Lake Community College
Associate's Degree, General Studies
Byron L. Bendixsen, CFP® Byron L. Bendixsen, CFP®'s Fidelity Investments Experience April 2014 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments January 2001 - April 2014
Skills
Investments, Financial Planning, Mutual Funds, IRA's, Asset Allocation, Portfolio Management, Roth IRA, Fixed Income
Education
College of Financial Planning 2005 — 2007
University of Utah - David Eccles School of Business 2000 — 2002
Bachlore, Business Administration
Salt Lake Community College 1998 — 2000
Associates, Flight Tecnology
Fidelity Investments April 2014 - Present
Fidelity Investments January 2001 - April 2014
Skills
Investments, Financial Planning, Mutual Funds, IRA's, Asset Allocation, Portfolio Management, Roth IRA, Fixed Income
Education
College of Financial Planning 2005 — 2007
University of Utah - David Eccles School of Business 2000 — 2002
Bachlore, Business Administration
Salt Lake Community College 1998 — 2000
Associates, Flight Tecnology
Adam Paulsen Adam Paulsen's Fidelity Investments Experience April 2012 - Present
Job Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Discover Card June 2011 - April 2012
Skills
Series 7, Mutual Funds, Series 63, Microsoft Office, Investments, Customer Service, Retirement Planning, Call Centers, Finance, Securities, Credit
Education
Utah Valley University 2012 — 2014
Bachelor of Science (BS), Accounting
Salt Lake Community College 2011 — 2011
Associate's degree, General Studies
Fidelity Investments April 2012 - Present
Discover Card June 2011 - April 2012
Skills
Series 7, Mutual Funds, Series 63, Microsoft Office, Investments, Customer Service, Retirement Planning, Call Centers, Finance, Securities, Credit
Education
Utah Valley University 2012 — 2014
Bachelor of Science (BS), Accounting
Salt Lake Community College 2011 — 2011
Associate's degree, General Studies
Patricia Lannon Patricia Lannon's Fidelity Investments Experience 1989 - 1991
Job Registered Nurse
Industry Health, Wellness and Fitness
Experience
Massachusetts Eye and Ear Infirmary November 2010 - Present
Fidelity Investments 1989 - 1991
Skills
Acute Care, Healthcare, Patient Safety
Education
Salem State College 2007 — 2010
BSN, Nursing
University of Massachusetts, Amherst 1985 — 1988
BS, Business
Massachusetts Eye and Ear Infirmary November 2010 - Present
Fidelity Investments 1989 - 1991
Skills
Acute Care, Healthcare, Patient Safety
Education
Salem State College 2007 — 2010
BSN, Nursing
University of Massachusetts, Amherst 1985 — 1988
BS, Business
Ron Sarro Ron Sarro's Fidelity Investments Experience December 1996 - Present
Job Principal Systems Analyst at FIDELITY INVESTMENTS, Boston, Massachusetts
Industry Financial Services
Experience
Fidelity Investments December 1996 - Present
Skills
Requirements Analysis
Education
Salem State University 1976 — 1981
B.S., Business Administration - Finance
Fidelity Investments December 1996 - Present
Skills
Requirements Analysis
Education
Salem State University 1976 — 1981
B.S., Business Administration - Finance
Sheraz Nawaz's Fidelity Investments Experience November 2007 - October 2009
Job Enrollment Counselor at Western Governors University
Industry Staffing and Recruiting
Experience
Western Governors University September 2014 - Present
Adecco January 2010 - June 2014
Fidelity Investments November 2007 - October 2009
Skills
Full-cycle Recruiting, Technical Recruiting, College Recruiting, Internet Recruiting, Applicant Tracking..., SDLC, Temporary Placement, Sourcing, Temporary Staffing, Human Resources, Talent Acquisition, Screening Resumes, Contract Recruitment, Recruiting, Recruitment Advertising, Job Fairs, Screening, Executive Search, Permanent Placement, Staffing Services, Interviews, Onboarding, Benefits Negotiation, Resume Writing, Job Descriptions, Hiring, Staff Augmentation, Workforce Planning, Industrial Sector, Cold Calling, Employer Branding, HR Consulting, Background Checks, New Hire Orientations, Employee Relations, Benefits Administration, Behavioral Interviewing, HRIS, Talent Management, Employee Benefits, Taleo, HR Policies, Personnel Management, Employee Engagement, Career Development, PeopleSoft, Succession Planning, Management, Payroll, Career Counseling
Education
University of Utah - David Eccles School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Salt Lake Community College 2010 — 2013
AS, Business
Western Governors University September 2014 - Present
Adecco January 2010 - June 2014
Fidelity Investments November 2007 - October 2009
Skills
Full-cycle Recruiting, Technical Recruiting, College Recruiting, Internet Recruiting, Applicant Tracking..., SDLC, Temporary Placement, Sourcing, Temporary Staffing, Human Resources, Talent Acquisition, Screening Resumes, Contract Recruitment, Recruiting, Recruitment Advertising, Job Fairs, Screening, Executive Search, Permanent Placement, Staffing Services, Interviews, Onboarding, Benefits Negotiation, Resume Writing, Job Descriptions, Hiring, Staff Augmentation, Workforce Planning, Industrial Sector, Cold Calling, Employer Branding, HR Consulting, Background Checks, New Hire Orientations, Employee Relations, Benefits Administration, Behavioral Interviewing, HRIS, Talent Management, Employee Benefits, Taleo, HR Policies, Personnel Management, Employee Engagement, Career Development, PeopleSoft, Succession Planning, Management, Payroll, Career Counseling
Education
University of Utah - David Eccles School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Salt Lake Community College 2010 — 2013
AS, Business
Walter Tate Walter Tate's Fidelity Investments Experience April 2006 - December 2008
Job Business Systems Analyst at Phillips Exeter Academy
Industry Information Technology and Services
Experience
Phillips Exeter Academy May 2013 - Present
PC Connection April 2011 - May 2013
Liberty Mutual Insurance February 2009 - March 2011
Fidelity Investments April 2006 - December 2008
State Street January 2005 - April 2006
Columbia Management August 2000 - January 2005
Thomson Financial 1997 - 2000
Skills
Project Management, Requirements Gathering, PMO, E-commerce, Strategy, SDLC, Business Analysis, Market Data
Education
Salem State College 1991 — 1994
Bachelor of Science (B.S.), Business Administration
Phillips Exeter Academy May 2013 - Present
PC Connection April 2011 - May 2013
Liberty Mutual Insurance February 2009 - March 2011
Fidelity Investments April 2006 - December 2008
State Street January 2005 - April 2006
Columbia Management August 2000 - January 2005
Thomson Financial 1997 - 2000
Skills
Project Management, Requirements Gathering, PMO, E-commerce, Strategy, SDLC, Business Analysis, Market Data
Education
Salem State College 1991 — 1994
Bachelor of Science (B.S.), Business Administration
Elizabeth Carr MBA,CSM Elizabeth Carr MBA,CSM's Fidelity Investments Experience April 2004 - December 2008
Job VP, Supply Chain Services PMO at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Sakonnet Travel, LLC June 2014 - Present
Citizens Financial Group, Inc. October 2013 - Present
RBS Citizens Group August 2011 - October 2013
Lincoln Financial Network March 2010 - August 2011
Adraka Resources July 2009 - March 2010
Fidelity Investments April 2004 - December 2008
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Skills
Training, Project Portfolio..., Cross-functional Team..., Quality Assurance, Management, Six Sigma, Software Documentation, Business Process..., PMP, Process Improvement, Leadership, Project Management, SDLC, Program Management, E-commerce, Business Development, Start-ups, Vendor Management, Testing, Requirements Analysis, Visio, PMO, Risk Management, Portfolio Management, Strategy, Budgets, Business Analysis, Enterprise Software
Education
Simmons College 1988 — 1989
MBA, General Management
Salve Regina University 1980 — 1984
B.A.S, Management/French with English minor
Université d'Angers 1983 — 1983
Certificat d'Etudes, French, business
Sakonnet Travel, LLC June 2014 - Present
Citizens Financial Group, Inc. October 2013 - Present
RBS Citizens Group August 2011 - October 2013
Lincoln Financial Network March 2010 - August 2011
Adraka Resources July 2009 - March 2010
Fidelity Investments April 2004 - December 2008
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Skills
Training, Project Portfolio..., Cross-functional Team..., Quality Assurance, Management, Six Sigma, Software Documentation, Business Process..., PMP, Process Improvement, Leadership, Project Management, SDLC, Program Management, E-commerce, Business Development, Start-ups, Vendor Management, Testing, Requirements Analysis, Visio, PMO, Risk Management, Portfolio Management, Strategy, Budgets, Business Analysis, Enterprise Software
Education
Simmons College 1988 — 1989
MBA, General Management
Salve Regina University 1980 — 1984
B.A.S, Management/French with English minor
Université d'Angers 1983 — 1983
Certificat d'Etudes, French, business
Ryan Latimer Ryan Latimer's Fidelity Investments Experience 2004 - 2004
Job
Industry Financial Services
Experience
Mountain States Networking May 2011 - Present
Mountain States Networking January 2006 - June 2011
Real Salt Lake Soccer April 2004 - October 2009
Merrill Lynch 2004 - 2006
Fidelity Investments 2004 - 2004
Finova Loan Administration March 2000 - December 2001
First Security Bank 1996 - 1999
Skills
Management Consulting, Financial Services, Accounting, Purchasing, Investments, Government Procurement, Salesforce.com, Account Management, Strategic Planning, Budgets, Sales, Financial Analysis, Business Strategy, Team Building, Sports Marketing, Leadership, Team Leadership, Operations Management
Education
University of Utah - David Eccles School of Business 2000 — 2002
BS
Salt Lake Community College 1996 — 2000
Associate of Science (A.S.)
Salt Lake Community College 1993 — 1993
Physical Therapt Assistant Certification
Murray High School
Mountain States Networking May 2011 - Present
Mountain States Networking January 2006 - June 2011
Real Salt Lake Soccer April 2004 - October 2009
Merrill Lynch 2004 - 2006
Fidelity Investments 2004 - 2004
Finova Loan Administration March 2000 - December 2001
First Security Bank 1996 - 1999
Skills
Management Consulting, Financial Services, Accounting, Purchasing, Investments, Government Procurement, Salesforce.com, Account Management, Strategic Planning, Budgets, Sales, Financial Analysis, Business Strategy, Team Building, Sports Marketing, Leadership, Team Leadership, Operations Management
Education
University of Utah - David Eccles School of Business 2000 — 2002
BS
Salt Lake Community College 1996 — 2000
Associate of Science (A.S.)
Salt Lake Community College 1993 — 1993
Physical Therapt Assistant Certification
Murray High School
Peter Avtgis Peter Avtgis's Fidelity Investments Experience January 1989 - December 1999
Job Vice President, IT Deployment Manager Accounting Platform
Industry Financial Services
Experience
State Street Corp. January 2000 - Present
Fidelity Investments January 1989 - December 1999
Skills
SDLC, Risk Management, Financial Services, Fixed Income, PMO, Vendor Management, Process Improvement, Portfolio Management, Equities, Requirements Gathering, Derivatives, Project Management, Business Process..., Banking, Business Requirements, Management
Education
University of Massachusetts Boston 1988 — 1989
M.B.A., concentration: Finance
Salem State College
Bachelor of Science, Management
State Street Corp. January 2000 - Present
Fidelity Investments January 1989 - December 1999
Skills
SDLC, Risk Management, Financial Services, Fixed Income, PMO, Vendor Management, Process Improvement, Portfolio Management, Equities, Requirements Gathering, Derivatives, Project Management, Business Process..., Banking, Business Requirements, Management
Education
University of Massachusetts Boston 1988 — 1989
M.B.A., concentration: Finance
Salem State College
Bachelor of Science, Management
Robert Mangini's Fidelity Investments Experience October 2005 - Present
Job Account Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Management Trust Company 1998 - 2000
Putnam Investments 1997 - 1998
Fidelity Investmetns 1996 - 1997
Internal Revenue Service 1995 - 1996
Skills
Mutual Funds, 401k, Financial Services, Equities, Series 7, Process Improvement, Asset Management, Fixed Income, Relationship Management, Business Analysis, Investments, Series 63, Securities, Retirement, Vendor Management
Education
Salem State College 1988 — 1993
BS Political Science
Malden Catholic High School 1984 — 1988
Fidelity Investments October 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Management Trust Company 1998 - 2000
Putnam Investments 1997 - 1998
Fidelity Investmetns 1996 - 1997
Internal Revenue Service 1995 - 1996
Skills
Mutual Funds, 401k, Financial Services, Equities, Series 7, Process Improvement, Asset Management, Fixed Income, Relationship Management, Business Analysis, Investments, Series 63, Securities, Retirement, Vendor Management
Education
Salem State College 1988 — 1993
BS Political Science
Malden Catholic High School 1984 — 1988
David Kemker's Fidelity Investments Experience May 2011 - May 2014
Job Senior Software Developer at Red Pepper Software
Industry Computer Games
Experience
Red Pepper Software October 2014 - Present
Delcam May 2014 - October 2014
Fidelity Investments May 2011 - May 2014
Disney Interactive Studios June 2010 - June 2011
University of Utah February 2010 - May 2010
Sensory Sweep May 2003 - September 2009
Viewpoint Digital October 1999 - March 2003
Viewpoint Digital August 1998 - June 1999
Skills
Flash Animation, Maya, Game Design, Video Games, Game Development, Xbox 360
Education
University of Utah 2013 — 2014
Master of Computing, Graphics and Visualization
University of Utah 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College 2008 — 2009
Associate of Science (A.S.), General Studies
Salt Lake Community College 1999 — 2000
Multimedia
Murray High
Red Pepper Software October 2014 - Present
Delcam May 2014 - October 2014
Fidelity Investments May 2011 - May 2014
Disney Interactive Studios June 2010 - June 2011
University of Utah February 2010 - May 2010
Sensory Sweep May 2003 - September 2009
Viewpoint Digital October 1999 - March 2003
Viewpoint Digital August 1998 - June 1999
Skills
Flash Animation, Maya, Game Design, Video Games, Game Development, Xbox 360
Education
University of Utah 2013 — 2014
Master of Computing, Graphics and Visualization
University of Utah 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College 2008 — 2009
Associate of Science (A.S.), General Studies
Salt Lake Community College 1999 — 2000
Multimedia
Murray High
Christian Gurholt's Fidelity Investments Experience July 2007 - July 2008
Job Series 7 Registered Rep.
Industry Financial Services
Experience
Independent IT Consulting January 2003 - 2011
Cahoots Cards and Gifts July 2008 - October 2009
Fidelity Investments July 2007 - July 2008
Fidelity Brokerage July 2007 - July 2008
LifeStar Financial Network May 2003 - March 2007
Data2Logisitcs October 2002 - May 2003
American Express Financial Advisers July 2000 - June 2001
Skills
Software Documentation, System Administration, Databases, Process Improvement, Troubleshooting, Network Administration, Software Development, Windows Server, Mac OS, Microsoft Office, Networking, Project Management, Linux, Customer Service, SQL, Help Desk Support, Windows, Web Development, MySQL, CSS, JavaScript, Computer Hardware, Management, Programming
Education
Salt Lake Community College 1997 — 2001
Salt Lake Community College
High School or
Independent IT Consulting January 2003 - 2011
Cahoots Cards and Gifts July 2008 - October 2009
Fidelity Investments July 2007 - July 2008
Fidelity Brokerage July 2007 - July 2008
LifeStar Financial Network May 2003 - March 2007
Data2Logisitcs October 2002 - May 2003
American Express Financial Advisers July 2000 - June 2001
Skills
Software Documentation, System Administration, Databases, Process Improvement, Troubleshooting, Network Administration, Software Development, Windows Server, Mac OS, Microsoft Office, Networking, Project Management, Linux, Customer Service, SQL, Help Desk Support, Windows, Web Development, MySQL, CSS, JavaScript, Computer Hardware, Management, Programming
Education
Salt Lake Community College 1997 — 2001
Salt Lake Community College
High School or
Justin Dee's Fidelity Investments Experience July 1989 - July 1997
Job Director of Software Development at Young Living Essential Oils
Industry Information Technology and Services
Experience
Young Living Essential Oils May 2015 - Present
MonaVie December 2012 - May 2015
MonaVie July 2010 - December 2012
Xennsoft July 2009 - July 2010
Alianza October 2005 - April 2009
Web Incentive Management, LLC June 2004 - October 2005
Vitallease, LLC May 2003 - June 2004
Seltin Supply Company 1989 - August 2000
Fidelity Investments July 1989 - July 1997
Skills
Software Development, Microsoft SQL Server, Databases, .NET, Web Services, C#, JavaScript, Web Development, ASP.NET, Web Applications, Business Analysis, PHP, E-commerce, Management, Quality Assurance
Education
Utah Valley University 2001 — 2003
Salt Lake Community College 1987 — 1989
AAS
Young Living Essential Oils May 2015 - Present
MonaVie December 2012 - May 2015
MonaVie July 2010 - December 2012
Xennsoft July 2009 - July 2010
Alianza October 2005 - April 2009
Web Incentive Management, LLC June 2004 - October 2005
Vitallease, LLC May 2003 - June 2004
Seltin Supply Company 1989 - August 2000
Fidelity Investments July 1989 - July 1997
Skills
Software Development, Microsoft SQL Server, Databases, .NET, Web Services, C#, JavaScript, Web Development, ASP.NET, Web Applications, Business Analysis, PHP, E-commerce, Management, Quality Assurance
Education
Utah Valley University 2001 — 2003
Salt Lake Community College 1987 — 1989
AAS
Brenton Livingston, CFE's Fidelity Investments Experience April 2008 - July 2009
Job Certified Fraud Examiner
Industry Financial Services
Experience
Montgomery County Police October 2014 - July 2015
Turbo Haul June 2012 - October 2014
PNC June 2011 - June 2012
Emergency Animal Hospital of Ellicott City June 2010 - June 2012
Fidelity Investments April 2008 - July 2009
Fidelity Investments November 2006 - April 2008
Washington Mutual September 2005 - November 2006
Washington Mutual June 2001 - June 2003
Skills
Investments, Portfolio Management, Financial Services, Equities, Fixed Income, Public Speaking, Customer Service, Mutual Funds, Banking, Series 63, Financial Analysis, Uniform Combined State..., Team Building, Microsoft Office, Management, Retirement, Series 6, Sales, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Certified Fraud Examiner
Education
University of Maryland College Park 2009 — 2012
Bachelor of Arts (BA), Russian Language and Literature
Salt Lake Community College 2006 — 2008
Business, Administration, Finance
Montgomery County Police October 2014 - July 2015
Turbo Haul June 2012 - October 2014
PNC June 2011 - June 2012
Emergency Animal Hospital of Ellicott City June 2010 - June 2012
Fidelity Investments April 2008 - July 2009
Fidelity Investments November 2006 - April 2008
Washington Mutual September 2005 - November 2006
Washington Mutual June 2001 - June 2003
Skills
Investments, Portfolio Management, Financial Services, Equities, Fixed Income, Public Speaking, Customer Service, Mutual Funds, Banking, Series 63, Financial Analysis, Uniform Combined State..., Team Building, Microsoft Office, Management, Retirement, Series 6, Sales, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Certified Fraud Examiner
Education
University of Maryland College Park 2009 — 2012
Bachelor of Arts (BA), Russian Language and Literature
Salt Lake Community College 2006 — 2008
Business, Administration, Finance
Robert Smart's Fidelity Investments Experience May 2007 - January 2008
Job Software Engineer/Developer at Lanyon
Industry Computer Software
Experience
Lanyon, Inc. March 2009 - Present
Disney Interactive Studios February 2008 - March 2009
Fidelity Investments May 2007 - January 2008
AT&T August 1999 - July 2005
Skills
Java, Oracle SQL, Struts, AJAX, Spring, Javascript, C++, Python, C# 2.0, PHP, MySQL, PostgreSQL, SQL, JavaScript, Object Oriented Design, Software Development, Programming, Agile Methodologies, XML, Scrum, Linux, SaaS, Web Applications, HTML, Enterprise Software, Web Services, CSS, Web Development, Subversion
Education
University of Utah 2003 — 2007
Bachelors, Computer Science
Salt Lake Community College 1999 — 2003
Associate of Science, General Studies
Lanyon, Inc. March 2009 - Present
Disney Interactive Studios February 2008 - March 2009
Fidelity Investments May 2007 - January 2008
AT&T August 1999 - July 2005
Skills
Java, Oracle SQL, Struts, AJAX, Spring, Javascript, C++, Python, C# 2.0, PHP, MySQL, PostgreSQL, SQL, JavaScript, Object Oriented Design, Software Development, Programming, Agile Methodologies, XML, Scrum, Linux, SaaS, Web Applications, HTML, Enterprise Software, Web Services, CSS, Web Development, Subversion
Education
University of Utah 2003 — 2007
Bachelors, Computer Science
Salt Lake Community College 1999 — 2003
Associate of Science, General Studies
Scott Sterzer's Fidelity Investments Experience February 2012 - Present
Job Principal Systems Administrator at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments July 2002 - February 2012
Fidelity Investments July 2000 - July 2002
Fidelity Investments April 1997 - June 2000
Fidelity Investments May 1995 - April 1997
Questar Service Corporation December 1989 - April 1995
Skills
Linux System..., Red Hat Linux, Unix, WebSphere Application..., Fuse ESB, SQL*Plus, EMC xPressions, Project Management, Software Development, SQL, Process Improvement, Tomcat, Oracle, Visio, Unix Shell Scripting, Vendor Management, Software Project..., Solaris, Web Services
Education
Salt Lake Community College
Fidelity Investments February 2012 - Present
Fidelity Investments July 2002 - February 2012
Fidelity Investments July 2000 - July 2002
Fidelity Investments April 1997 - June 2000
Fidelity Investments May 1995 - April 1997
Questar Service Corporation December 1989 - April 1995
Skills
Linux System..., Red Hat Linux, Unix, WebSphere Application..., Fuse ESB, SQL*Plus, EMC xPressions, Project Management, Software Development, SQL, Process Improvement, Tomcat, Oracle, Visio, Unix Shell Scripting, Vendor Management, Software Project..., Solaris, Web Services
Education
Salt Lake Community College
Matthew Garn's Fidelity Investments Experience May 2011 - Present
Job Stock Plan Service Associate
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Enterprise Rent-A-Car May 2009 - May 2011
Enterprise Rent-A-Car September 2008 - May 2009
Enterprise Rent-A-Car April 2007 - September 2008
SkyWest Airlines March 2001 - April 2007
Senator Orrin Hatch 2005 - 2005
Skills
Customer Service, Management, Sales, Customer Satisfaction, Leadership, Sales Management, Team Building, Account Management, Inventory Management, Microsoft Excel, Sales Process, Cold Calling, Financial Analysis, Time Management, Investments, Finance, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Utah - David Eccles School of Business 2001 — 2005
Bachelor of Science (BS), Business Information Systems
Salt Lake Community College 1997 — 2001
Associate's degree, General Studies
Fidelity Investments May 2011 - Present
Enterprise Rent-A-Car May 2009 - May 2011
Enterprise Rent-A-Car September 2008 - May 2009
Enterprise Rent-A-Car April 2007 - September 2008
SkyWest Airlines March 2001 - April 2007
Senator Orrin Hatch 2005 - 2005
Skills
Customer Service, Management, Sales, Customer Satisfaction, Leadership, Sales Management, Team Building, Account Management, Inventory Management, Microsoft Excel, Sales Process, Cold Calling, Financial Analysis, Time Management, Investments, Finance, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Utah - David Eccles School of Business 2001 — 2005
Bachelor of Science (BS), Business Information Systems
Salt Lake Community College 1997 — 2001
Associate's degree, General Studies
Jeremy Dearden's Fidelity Investments Experience August 2012 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments October 2011 - August 2012
E*TRADE Financial December 2008 - September 2011
Ameriprise Financial September 2007 - October 2008
Altiris August 2002 - December 2006
Financial Fusion March 2000 - May 2001
Novell May 1999 - March 2000
Moore Corporation September 1997 - February 1998
Skills
Series 7, Series 63, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Finance, Customer Service, Retirement, Team Building, Strategic Planning, Portfolio Management, Asset Allocation, Project Management, Financial Services, Leadership
Education
Utah State University 1997 — 1999
B.S., Business Info Systems Management
Salt Lake Community College 1996 — 1997
A.A.S., General Education
Taylorsville High School 1986 — 1989
High School Diploma, General Studies
Fidelity Investments August 2012 - Present
Fidelity Investments October 2011 - August 2012
E*TRADE Financial December 2008 - September 2011
Ameriprise Financial September 2007 - October 2008
Altiris August 2002 - December 2006
Financial Fusion March 2000 - May 2001
Novell May 1999 - March 2000
Moore Corporation September 1997 - February 1998
Skills
Series 7, Series 63, Series 66, Investments, Mutual Funds, Securities, Retirement Planning, Risk Management, Strategic Financial..., Asset Managment, Finance, Customer Service, Retirement, Team Building, Strategic Planning, Portfolio Management, Asset Allocation, Project Management, Financial Services, Leadership
Education
Utah State University 1997 — 1999
B.S., Business Info Systems Management
Salt Lake Community College 1996 — 1997
A.A.S., General Education
Taylorsville High School 1986 — 1989
High School Diploma, General Studies
Brandon DeNovellis's Fidelity Investments Experience July 2007 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Keebler - Kellogg's May 2008 - Present
Discover Card November 2008 - July 2009
Fidelity Investments July 2007 - October 2007
American Express March 2007 - June 2007
American Express October 2004 - March 2007
American Express January 2001 - October 2004
American Express July 1999 - January 2001
Education
University of Utah - David Eccles School of Business 2002 — 2005
Salt Lake Community College
Associate of Science, Business
University of Utah
Bachelor of Science, Business Administration
Keebler - Kellogg's May 2008 - Present
Discover Card November 2008 - July 2009
Fidelity Investments July 2007 - October 2007
American Express March 2007 - June 2007
American Express October 2004 - March 2007
American Express January 2001 - October 2004
American Express July 1999 - January 2001
Education
University of Utah - David Eccles School of Business 2002 — 2005
Salt Lake Community College
Associate of Science, Business
University of Utah
Bachelor of Science, Business Administration
Aaron Poulsen - CISSP's Fidelity Investments Experience July 2005 - October 2007
Job Integration Manager at IdenTrust Services, LLC
Industry Information Technology and Services
Experience
IdenTrust, Inc. October 2007 - Present
Columbia College June 2014 - Present
Columbia College October 2013 - October 2014
Fortis College 2009 - 2009
Fidelity Investments July 2005 - October 2007
Fidelity Investments June 2003 - July 2005
Fidelity Investments June 2001 - June 2003
Skills
Java, Identity Management, PKI, Security, Servers, Disaster Recovery, Unix, Active Directory, SQL, Project Management, XP, Business Analysis, Windows, Information Assurance, Information Security, Computer Security, CISSP, System Administration, DNS, Linux, Member of IEEE, Technical Writing, Systems Analysis, ssl, Windows Server, Networking, Testing, Virtualization, Technical Support, Troubleshooting, Network Security, Encryption, Computer Hardware, Cloud Computing, VPN, Information Security...
Education
University of Illinois Springfield 2008 — 2012
M.S., Computer Science
University of Illinois Springfield 2004 — 2008
B.S., Computer Science
Salt Lake Community College 1991 — 1995
A.S., Business
IdenTrust, Inc. October 2007 - Present
Columbia College June 2014 - Present
Columbia College October 2013 - October 2014
Fortis College 2009 - 2009
Fidelity Investments July 2005 - October 2007
Fidelity Investments June 2003 - July 2005
Fidelity Investments June 2001 - June 2003
Skills
Java, Identity Management, PKI, Security, Servers, Disaster Recovery, Unix, Active Directory, SQL, Project Management, XP, Business Analysis, Windows, Information Assurance, Information Security, Computer Security, CISSP, System Administration, DNS, Linux, Member of IEEE, Technical Writing, Systems Analysis, ssl, Windows Server, Networking, Testing, Virtualization, Technical Support, Troubleshooting, Network Security, Encryption, Computer Hardware, Cloud Computing, VPN, Information Security...
Education
University of Illinois Springfield 2008 — 2012
M.S., Computer Science
University of Illinois Springfield 2004 — 2008
B.S., Computer Science
Salt Lake Community College 1991 — 1995
A.S., Business
Cody Sieverts's Fidelity Investments Experience February 1998 - September 2008
Job Owner, Summit Heating and Air Conditioning
Industry Construction
Experience
Summit Heating and Air Conditioning September 2008 - Present
Fidelity Investments February 1998 - September 2008
Skills
Strategic Financial..., Investments, Asset Managment, Series 7, Series 63, Sales Management, Relationship Management, Team Leadership, Strategic Planning, Operations Management, Team Building, Call Center
Education
Westminster College 1999 — 2002
Bs, Business & Finance
Salt Lake Community College 1993 — 1994
Summit Heating and Air Conditioning September 2008 - Present
Fidelity Investments February 1998 - September 2008
Skills
Strategic Financial..., Investments, Asset Managment, Series 7, Series 63, Sales Management, Relationship Management, Team Leadership, Strategic Planning, Operations Management, Team Building, Call Center
Education
Westminster College 1999 — 2002
Bs, Business & Finance
Salt Lake Community College 1993 — 1994
James Sroykum's Fidelity Investments Experience January 2004 - April 2008
Job Senior Treasury Analyst
Industry Banking
Experience
Optum Bank (UnitedHealth Group) November 2009 - Present
Franklin Covey April 2008 - August 2009
Fidelity Investments January 2004 - April 2008
Skills
Process Improvement, Banking, Financial Analysis, Risk Management, Six Sigma, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Project Management, Series 63, Insurance, Analysis, Data Analysis, Financial Reporting, Accounting, Business Process..., Financial Modeling, Leadership, Financial Services, Visio
Education
University of Utah 2001 — 2004
BS, Economics
Salt Lake Community College 1998 — 2000
Associates of Science, Computer Science
Optum Bank (UnitedHealth Group) November 2009 - Present
Franklin Covey April 2008 - August 2009
Fidelity Investments January 2004 - April 2008
Skills
Process Improvement, Banking, Financial Analysis, Risk Management, Six Sigma, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Project Management, Series 63, Insurance, Analysis, Data Analysis, Financial Reporting, Accounting, Business Process..., Financial Modeling, Leadership, Financial Services, Visio
Education
University of Utah 2001 — 2004
BS, Economics
Salt Lake Community College 1998 — 2000
Associates of Science, Computer Science
Michael Tillman Melton's Fidelity Investments Experience May 2013 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
University of Phoenix December 2010 - Present
Fidelity Investments 2007 - May 2013
Fidelity Investments 2000 - 2007
Jordan School District 1996 - 1999
Education
University of Utah 2004 — 2009
MS
Westminster College 2000 — 2003
BA
Salt Lake Community College 1997 — 1999
AS
Snow College 1994 — 1995
n/a
University of Phoenix
University of Phoenix
University of Phoenix
Fidelity Investments May 2013 - Present
University of Phoenix December 2010 - Present
Fidelity Investments 2007 - May 2013
Fidelity Investments 2000 - 2007
Jordan School District 1996 - 1999
Education
University of Utah 2004 — 2009
MS
Westminster College 2000 — 2003
BA
Salt Lake Community College 1997 — 1999
AS
Snow College 1994 — 1995
n/a
University of Phoenix
University of Phoenix
University of Phoenix
Peter Mulholland's Fidelity Investments Experience May 1995 - Present
Job Sr. Mgr, CDS at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1995 - Present
Eagle Air Freight May 1993 - April 1995
Skyway Air Frieght October 1991 - April 1993
Right-O-Way Air Transportation August 1988 - September 1991
American Red Cross Blood Services April 1987 - August 1988
U. S. Air Force March 1980 - February 1987
Skills
Relationship Management, SDLC, Business Analysis, Vendor Management, Asset Management, Business Process..., Program Management, Project Management, Valuation, Change Management, Financial Modeling, Cross-functional Team..., Strategic Financial..., CRM, Process Improvement, Visio, Customer Service, Microsoft Office
Education
Salem State University 1974 — 1978
BS, Geography
Fidelity Investments May 1995 - Present
Eagle Air Freight May 1993 - April 1995
Skyway Air Frieght October 1991 - April 1993
Right-O-Way Air Transportation August 1988 - September 1991
American Red Cross Blood Services April 1987 - August 1988
U. S. Air Force March 1980 - February 1987
Skills
Relationship Management, SDLC, Business Analysis, Vendor Management, Asset Management, Business Process..., Program Management, Project Management, Valuation, Change Management, Financial Modeling, Cross-functional Team..., Strategic Financial..., CRM, Process Improvement, Visio, Customer Service, Microsoft Office
Education
Salem State University 1974 — 1978
BS, Geography
Barbara Huston's Fidelity Investments Experience March 2002 - May 2004
Job HR/Recruiting Professional
Industry Human Resources
Experience
Apex Systems January 2015 - Present
Xerox July 2014 - January 2015
Convergys 2011 - June 2014
Utah Kids First July 2010 - October 2011
New Beginnings PPA January 2008 - May 2010
eCompliments.com June 2009 - December 2009
Select Portfolio Servicing December 2006 - January 2008
AppleOne July 2006 - December 2006
ACS-Affiliated Computer Solutions April 2005 - July 2006
Fidelity Investments March 2002 - May 2004
Skills
Human Resources, Recruiting, Interviews, Sourcing, Temporary Placement, College Recruiting, Payroll, Training, Screening, Hiring, PeopleSoft
Education
Salt Lake Community College
Business
Apex Systems January 2015 - Present
Xerox July 2014 - January 2015
Convergys 2011 - June 2014
Utah Kids First July 2010 - October 2011
New Beginnings PPA January 2008 - May 2010
eCompliments.com June 2009 - December 2009
Select Portfolio Servicing December 2006 - January 2008
AppleOne July 2006 - December 2006
ACS-Affiliated Computer Solutions April 2005 - July 2006
Fidelity Investments March 2002 - May 2004
Skills
Human Resources, Recruiting, Interviews, Sourcing, Temporary Placement, College Recruiting, Payroll, Training, Screening, Hiring, PeopleSoft
Education
Salt Lake Community College
Business
Robert Guest's Fidelity Investments Experience July 1990 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments July 1990 - November 2008
Fidelity Investments 2003 - 2008
Education
Salem State University 1973 — 1975
BS, Banking and Finance
Fidelity Investments July 1990 - November 2008
Fidelity Investments 2003 - 2008
Education
Salem State University 1973 — 1975
BS, Banking and Finance
Jordan Mangum's Fidelity Investments Experience September 2007 - December 2009
Job Tax Senior
Industry Accounting
Experience
Deloitte July 2012 - Present
Fidelity Investments September 2007 - December 2009
American Express October 2003 - August 2007
Skills
Tax, Finance, Accounting, Compliance, Income Tax, Financial Analysis, Auditing, Internal Controls, Corporate Tax, Tax Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Investments, Financial Services, Analysis, Securities, Loans, Credit Analysis, Retirement, Sales, Series 7, SEC filings, Partnership Taxation, Microsoft Excel, ASC 740 Accounting for..., Income Tax Provision...
Education
Southern Utah University 2011 — 2012
Masters, Accounting, 3.9
Southern Utah University 2010 — 2010
Bachelor of Science, Accounting
Salt Lake Community College 2003 — 2005
Associate of Science, Business
Deloitte July 2012 - Present
Fidelity Investments September 2007 - December 2009
American Express October 2003 - August 2007
Skills
Tax, Finance, Accounting, Compliance, Income Tax, Financial Analysis, Auditing, Internal Controls, Corporate Tax, Tax Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Investments, Financial Services, Analysis, Securities, Loans, Credit Analysis, Retirement, Sales, Series 7, SEC filings, Partnership Taxation, Microsoft Excel, ASC 740 Accounting for..., Income Tax Provision...
Education
Southern Utah University 2011 — 2012
Masters, Accounting, 3.9
Southern Utah University 2010 — 2010
Bachelor of Science, Accounting
Salt Lake Community College 2003 — 2005
Associate of Science, Business
Scarlett Anderson's Fidelity Investments Experience January 2005 - June 2005
Job Physician Recruiter | Obstetrics/Gynecology at CHG Healthcare Services
Industry Hospital & Health Care
Experience
CHG Healthcare Services May 2014 - Present
NFG Brokerage March 2013 - May 2014
Crump Life Insurance Services December 2005 - March 2013
Fidelity Investments January 2005 - June 2005
Lincoln Financial Advisors January 2001 - January 2005
Skills
Term Life Insurance, Long-term Care, Insurance, Fixed Annuities, Disability Insurance, Brokers, Long Term Care Insurance, Universal Life, Strategic Financial..., Whole Life, Sales Management, Life Insurance, Health Insurance, Investments, Retirement Planning, Sales, Committed to..., Finance, Financial Planning
Education
Salt Lake Community College 1996 — 2000
CHG Healthcare Services May 2014 - Present
NFG Brokerage March 2013 - May 2014
Crump Life Insurance Services December 2005 - March 2013
Fidelity Investments January 2005 - June 2005
Lincoln Financial Advisors January 2001 - January 2005
Skills
Term Life Insurance, Long-term Care, Insurance, Fixed Annuities, Disability Insurance, Brokers, Long Term Care Insurance, Universal Life, Strategic Financial..., Whole Life, Sales Management, Life Insurance, Health Insurance, Investments, Retirement Planning, Sales, Committed to..., Finance, Financial Planning
Education
Salt Lake Community College 1996 — 2000
Parker Cluff's Fidelity Investments Experience October 2010 - March 2011
Job Software Engineer
Industry Computer Software
Experience
Backbonepro May 2015 - Present
Poppiseed Design July 2009 - Present
SanDisk July 2014 - January 2015
Fusion-io April 2014 - July 2014
Fusion-io October 2012 - April 2014
Fusion-io March 2011 - October 2012
Fidelity Investments October 2010 - March 2011
Fidelity Investments August 2010 - October 2010
Fidelity Investments March 2010 - August 2010
1-800 CONTACTS July 2009 - April 2010
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, Call Center, Call Centers, Troubleshooting, Operations Management, Account Management, Forecasting, Management, Process Improvement, Human Resources, Salesforce.com, Start-ups, Cloud Computing
Education
University of Utah 2014 — 2016
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College 2011 — 2013
Associate of Science (A.S.), Computer Science, 3.75
Backbonepro May 2015 - Present
Poppiseed Design July 2009 - Present
SanDisk July 2014 - January 2015
Fusion-io April 2014 - July 2014
Fusion-io October 2012 - April 2014
Fusion-io March 2011 - October 2012
Fidelity Investments October 2010 - March 2011
Fidelity Investments August 2010 - October 2010
Fidelity Investments March 2010 - August 2010
1-800 CONTACTS July 2009 - April 2010
Skills
Microsoft Excel, Sales, Customer Service, Microsoft Office, Call Center, Call Centers, Troubleshooting, Operations Management, Account Management, Forecasting, Management, Process Improvement, Human Resources, Salesforce.com, Start-ups, Cloud Computing
Education
University of Utah 2014 — 2016
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College 2011 — 2013
Associate of Science (A.S.), Computer Science, 3.75
Joey Guanzon's Fidelity Investments Experience December 2005 - April 2006
Job Supervisory Analyst Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
E*TRADE Financial July 2006 - March 2011
Fidelity Investments December 2005 - April 2006
eBay 2004 - November 2005
Education
Salt Lake Community College
Associate of Science (A.S.), Political Science
Morgan Stanley March 2011 - Present
E*TRADE Financial July 2006 - March 2011
Fidelity Investments December 2005 - April 2006
eBay 2004 - November 2005
Education
Salt Lake Community College
Associate of Science (A.S.), Political Science
Safwat Ismail's Fidelity Investments Experience September 2000 - June 2010
Job Implementation Engineer at Terremark
Industry Information Technology and Services
Experience
Terremark May 2011 - Present
SOURCECORP November 2010 - May 2011
Fidelity Investments September 2000 - June 2010
Paramount Technologies September 2000 - September 2001
Competitive Edge Services June 1999 - September 2000
Skills
Citrix
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Business
Salem State University 1981 — 1985
BA, Business
Terremark May 2011 - Present
SOURCECORP November 2010 - May 2011
Fidelity Investments September 2000 - June 2010
Paramount Technologies September 2000 - September 2001
Competitive Edge Services June 1999 - September 2000
Skills
Citrix
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Business
Salem State University 1981 — 1985
BA, Business
Pamela Lovaas's Fidelity Investments Experience November 1999 - October 2007
Job Senior Team Leader Reporting & Testing at Mercer
Industry Financial Services
Experience
Mercer March 2008 - Present
Fidelity Investments November 1999 - October 2007
Fidelity Investments January 1997 - November 1999
First Data Corporation April 1995 - January 1997
Skills
Project Management, ERISA, Employee Benefits, Pensions, Pension Administration, Defined Benefit, 401k, CRM, Defined Contribution, Management, Investments, Retirement, Retirement Planning, Benefits Administration, Mutual Funds, Deferred Compensation, Financial Services, Leadership, Relationship Management
Education
Salem State College
Business Administration
Mercer March 2008 - Present
Fidelity Investments November 1999 - October 2007
Fidelity Investments January 1997 - November 1999
First Data Corporation April 1995 - January 1997
Skills
Project Management, ERISA, Employee Benefits, Pensions, Pension Administration, Defined Benefit, 401k, CRM, Defined Contribution, Management, Investments, Retirement, Retirement Planning, Benefits Administration, Mutual Funds, Deferred Compensation, Financial Services, Leadership, Relationship Management
Education
Salem State College
Business Administration
Peter Glidden's Fidelity Investments Experience February 1998 - Present
Job CUSTODY REPRESENTATIVE IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1998 - Present
Skills
Settlement, Securities, Collateral Management, Fixed Income, Financial Services, Mutual Funds, Equities, Bloomberg, Asset Management, Back Office, Middle Office, Corporate Actions, Derivatives, Trading, Trading Systems
Education
Salem State University 1992 — 1996
BA, Business Administration
Fidelity Investments February 1998 - Present
Skills
Settlement, Securities, Collateral Management, Fixed Income, Financial Services, Mutual Funds, Equities, Bloomberg, Asset Management, Back Office, Middle Office, Corporate Actions, Derivatives, Trading, Trading Systems
Education
Salem State University 1992 — 1996
BA, Business Administration
Tom Moretti's Fidelity Investments Experience 1986 - 1992
Job at Mansfield Bank
Industry Banking
Experience
Mansfield Bank February 2010 - Present
Rockland Trust 2005 - 2010
Tri-Town Chamber of Commerce 2005 - 2010
I C Federal Credit Union 2002 - 2005
PNC Financial Services Group 1998 - 2000
Bose Corporation 1994 - 1997
Fidelity Investments 1986 - 1992
Education
Salem State University 1970 — 1974
BS, Business Administration
Mansfield Bank February 2010 - Present
Rockland Trust 2005 - 2010
Tri-Town Chamber of Commerce 2005 - 2010
I C Federal Credit Union 2002 - 2005
PNC Financial Services Group 1998 - 2000
Bose Corporation 1994 - 1997
Fidelity Investments 1986 - 1992
Education
Salem State University 1970 — 1974
BS, Business Administration
Shane M Wright's Fidelity Investments Experience February 2011 - May 2013
Job Sales Consultant at Oracle
Industry Computer Software
Experience
Oracle June 2013 - Present
Fidelity Investments February 2011 - May 2013
World Group Securities 2006 - February 2011
Extend Health September 2009 - May 2010
IDG Horizon Capital Management September 2005 - January 2007
Skills
Customer Service, Insurance, Series 7, Financial Analysis, Team Building, Employee Benefits, Finance, Business Intelligence, Enterprise Software, Management, Sales, Risk Management, Process Improvement, Leadership, Presentations, Access, Public Speaking, Call Centers, Banking, Microsoft Office, CRM, SaaS
Education
Weber State University 2009 — 2012
BA, Technical Sales
Salt Lake Community College 2005 — 2008
AS, General
Oracle June 2013 - Present
Fidelity Investments February 2011 - May 2013
World Group Securities 2006 - February 2011
Extend Health September 2009 - May 2010
IDG Horizon Capital Management September 2005 - January 2007
Skills
Customer Service, Insurance, Series 7, Financial Analysis, Team Building, Employee Benefits, Finance, Business Intelligence, Enterprise Software, Management, Sales, Risk Management, Process Improvement, Leadership, Presentations, Access, Public Speaking, Call Centers, Banking, Microsoft Office, CRM, SaaS
Education
Weber State University 2009 — 2012
BA, Technical Sales
Salt Lake Community College 2005 — 2008
AS, General
DeDra Buck (Feltenbarger)'s Fidelity Investments Experience 2001 - 2003
Job at Triumph Group, Inc.
Industry Human Resources
Experience
Triumph Group, Inc November 2003 - Present
Fidelity Investments 2001 - 2003
Fidelity Investments 1996 - 2001
First Security Bank 1993 - 1996
Skills
SuccessFactors..., Performance Management, HRIS, Recruiting, Workforce Planning, Training, Employee Benefits, Succession Planning, Compensation & Benefit, Onboarding, Organizational Design, Ceridian, Human Resources, Microsoft Excel, Compensation Structures, Benefits Administration, Deferred Compensation, Employee Relations, FMLA, Labor Relations, HR Policies, College Recruiting, Interviews, New Hire Orientations, Talent Management, Organizational..., Organizational..., Employee Training, Talent Acquisition, Employee Engagement, Employee Handbooks, Personnel Management, Applicant Tracking..., Payroll, Legal Compliance, Employment Law, PeopleSoft, SPHR, Compensation Structure...
Education
Salt Lake Community College
Associate of Science (AS)
University of Utah
Bachelor’s Degree, Business / Human Resources
Triumph Group, Inc November 2003 - Present
Fidelity Investments 2001 - 2003
Fidelity Investments 1996 - 2001
First Security Bank 1993 - 1996
Skills
SuccessFactors..., Performance Management, HRIS, Recruiting, Workforce Planning, Training, Employee Benefits, Succession Planning, Compensation & Benefit, Onboarding, Organizational Design, Ceridian, Human Resources, Microsoft Excel, Compensation Structures, Benefits Administration, Deferred Compensation, Employee Relations, FMLA, Labor Relations, HR Policies, College Recruiting, Interviews, New Hire Orientations, Talent Management, Organizational..., Organizational..., Employee Training, Talent Acquisition, Employee Engagement, Employee Handbooks, Personnel Management, Applicant Tracking..., Payroll, Legal Compliance, Employment Law, PeopleSoft, SPHR, Compensation Structure...
Education
Salt Lake Community College
Associate of Science (AS)
University of Utah
Bachelor’s Degree, Business / Human Resources
Greg Hibbard's Fidelity Investments Experience October 1995 - September 1996
Job MIS Director at QSL
Industry Printing
Experience
QSL Software EngineerNational Health Benefits Corporation2001 - 2009
Telemedia January 2000 - June 2001
American Stores September 1996 - July 1998
Fidelity Investments October 1995 - September 1996
Zions Data Services 1992 - 1995
United States Navy August 1972 - July 1992
Computer Software Solutions 1992 - 1992
Datel Systems Incorporated 1985 - 1988
Education
Salt Lake Community College 1992 — 1995
Computer Science, Business
Cleveland Institute of Technology 1982 — 1984
Associate Electrical Engineering, Electronics Engineering
QSL Software EngineerNational Health Benefits Corporation2001 - 2009
Telemedia January 2000 - June 2001
American Stores September 1996 - July 1998
Fidelity Investments October 1995 - September 1996
Zions Data Services 1992 - 1995
United States Navy August 1972 - July 1992
Computer Software Solutions 1992 - 1992
Datel Systems Incorporated 1985 - 1988
Education
Salt Lake Community College 1992 — 1995
Computer Science, Business
Cleveland Institute of Technology 1982 — 1984
Associate Electrical Engineering, Electronics Engineering
Kirchy Burke's Fidelity Investments Experience July 1999 - May 2001
Job Morgan Stanley Gain and Loss
Industry Financial Services
Experience
Morgan Stanley December 2014 - August 2015
RBS Markets and International Banking July 2013 - May 2014
Goldman Sachs June 2012 - July 2013
Goldman Sachs April 2011 - January 2012
Wells Fargo May 2010 - April 2011
IBFX December 2005 - September 2009
Beneficial Financial Group April 2004 - May 2005
BISYS Insurance July 2002 - April 2004
Fidelity Investments July 1999 - May 2001
Skills
Equities, Access, Credit, Investments, Microsoft Excel, Team Building, Banking, Trading, Account Management, Management, Analysis, Risk Management, FX Options, Financial Analysis, Derivatives, Securities, Financial Risk, Fixed Income, Options, Financial Markets, Settlement, Asset Management, Finance, Foreign Exchange
Education
Salt Lake Community College 1995 — 1996
Morgan Stanley December 2014 - August 2015
RBS Markets and International Banking July 2013 - May 2014
Goldman Sachs June 2012 - July 2013
Goldman Sachs April 2011 - January 2012
Wells Fargo May 2010 - April 2011
IBFX December 2005 - September 2009
Beneficial Financial Group April 2004 - May 2005
BISYS Insurance July 2002 - April 2004
Fidelity Investments July 1999 - May 2001
Skills
Equities, Access, Credit, Investments, Microsoft Excel, Team Building, Banking, Trading, Account Management, Management, Analysis, Risk Management, FX Options, Financial Analysis, Derivatives, Securities, Financial Risk, Fixed Income, Options, Financial Markets, Settlement, Asset Management, Finance, Foreign Exchange
Education
Salt Lake Community College 1995 — 1996
Brian Tycksen's Fidelity Investments Experience November 1997 - December 2002
Job Central Review Unit Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC February 2006 - August 2012
E*TRADE Financial/Harrisdirect January 2004 - January 2006
Fidelity Investments November 1997 - December 2002
Skills
Series 7, Series 63, FINRA, Investments, Uniform Combined State..., Finance, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Strategic Financial...
Education
University of Utah 1993 — 2003
Business/Finance
Salt Lake Community College 1988 — 1990
Associates of Science, General Education
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC February 2006 - August 2012
E*TRADE Financial/Harrisdirect January 2004 - January 2006
Fidelity Investments November 1997 - December 2002
Skills
Series 7, Series 63, FINRA, Investments, Uniform Combined State..., Finance, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Strategic Financial...
Education
University of Utah 1993 — 2003
Business/Finance
Salt Lake Community College 1988 — 1990
Associates of Science, General Education
Rick Petroccione's Fidelity Investments Experience June 2000 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Northeast Retirement Services May 1998 - June 2000
KPMG Peat Marwick LLP April 1994 - May 1998
George Beram & Company, Inc. February 1987 - April 1994
The Wyatt Compant July 1985 - February 1987
Education
Salem State University 1980 — 1985
BA, Business
Fidelity Investments June 2000 - Present
Northeast Retirement Services May 1998 - June 2000
KPMG Peat Marwick LLP April 1994 - May 1998
George Beram & Company, Inc. February 1987 - April 1994
The Wyatt Compant July 1985 - February 1987
Education
Salem State University 1980 — 1985
BA, Business
Nancy Avola Pitts's Fidelity Investments Experience November 1993 - September 1995
Job at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch June 2010 - Present
Rampart Investment Management June 2008 - October 2009
Principal Financial Group April 2004 - April 2008
Penn Mutual Life Insurance (CFG) July 2002 - April 2004
Genuity November 2000 - July 2002
American Express November 1998 - November 2000
Abacus Travel September 1995 - November 1998
Fidelity Investments November 1993 - September 1995
Delta Air Lines November 1983 - November 1993
Education
Salem State University 1979 — 1983
Bachelor of Science, Business Management
Bank of America Merrill Lynch June 2010 - Present
Rampart Investment Management June 2008 - October 2009
Principal Financial Group April 2004 - April 2008
Penn Mutual Life Insurance (CFG) July 2002 - April 2004
Genuity November 2000 - July 2002
American Express November 1998 - November 2000
Abacus Travel September 1995 - November 1998
Fidelity Investments November 1993 - September 1995
Delta Air Lines November 1983 - November 1993
Education
Salem State University 1979 — 1983
Bachelor of Science, Business Management
Skip Rynearson's Fidelity Investments Experience May 2006 - February 2009
Job Registered Brokerage Associate at Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors February 2012 - April 2013
Wells Fargo November 2010 - February 2012
Convergys July 2010 - November 2010
eBay July 2009 - May 2010
Fidelity Investments May 2006 - February 2009
Teleperformance, USA July 2005 - May 2006
Teleperformance, USA April 2005 - July 2005
Education
Utah Valley University 2010 — 2012
Philosophy
Salt Lake Community College 2006 — 2008
Associate of Arts, Humanities
Southern Utah University 2001 — 2002
Political Science
Taylorsville High School 1998 — 2001
High School Diploma
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors February 2012 - April 2013
Wells Fargo November 2010 - February 2012
Convergys July 2010 - November 2010
eBay July 2009 - May 2010
Fidelity Investments May 2006 - February 2009
Teleperformance, USA July 2005 - May 2006
Teleperformance, USA April 2005 - July 2005
Education
Utah Valley University 2010 — 2012
Philosophy
Salt Lake Community College 2006 — 2008
Associate of Arts, Humanities
Southern Utah University 2001 — 2002
Political Science
Taylorsville High School 1998 — 2001
High School Diploma
Nicole Healy's Fidelity Investments Experience June 1998 - January 2003
Job Marketing Administrative Assistant Burns & Levinson LLP
Industry Legal Services
Experience
Burns & Levinson LLP July 2013 - Present
Burns & Levinson LLP December 2009 - Present
Quincy Medical Center April 2005 - September 2010
Seaport Asset Management September 2003 - October 2004
Fidelity Investments June 1998 - January 2003
Crowne Plaza February 1997 - June 1998
Walt Disney World January 1994 - June 1994
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Human Resources, Administrative..., Marketing Communications, Fundraising, Office Administration, Time Management, Healthcare, Office Management, Management, Administrative...
Education
Salem State University
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Burns & Levinson LLP July 2013 - Present
Burns & Levinson LLP December 2009 - Present
Quincy Medical Center April 2005 - September 2010
Seaport Asset Management September 2003 - October 2004
Fidelity Investments June 1998 - January 2003
Crowne Plaza February 1997 - June 1998
Walt Disney World January 1994 - June 1994
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, Human Resources, Administrative..., Marketing Communications, Fundraising, Office Administration, Time Management, Healthcare, Office Management, Management, Administrative...
Education
Salem State University
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Bryce Christensen's Fidelity Investments Experience October 2006 - June 2007
Job RMA Technican at Control4
Industry Consumer Electronics
Experience
Control4 October 2012 - Present
Nemko-CCL October 2010 - Present
Christensen Heating July 2010 - October 2010
Fidelity Investments October 2006 - June 2007
American Express Financial Advisors June 2000 - September 2002
Sears January 1996 - August 2002
Skills
Process Improvement
Education
Salt Lake Community College
AAS, Electronic Technology
Salt Lake Community College
AS, General Studies
Control4 October 2012 - Present
Nemko-CCL October 2010 - Present
Christensen Heating July 2010 - October 2010
Fidelity Investments October 2006 - June 2007
American Express Financial Advisors June 2000 - September 2002
Sears January 1996 - August 2002
Skills
Process Improvement
Education
Salt Lake Community College
AAS, Electronic Technology
Salt Lake Community College
AS, General Studies
Brandan Slack's Fidelity Investments Experience March 2013 - Present
Job L&D Loan Facilitator
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Mountain America Credit Union April 2007 - March 2012
Mountain America Credit Union July 2009 - January 2011
Skills
Credit Unions, Banking, Mortgage Lending, Commercial Lending, Teller Operations, Credit Analysis, Lines Of Credit, Loans, Credit, Small Business Lending
Education
Salt Lake Community College 2010 — 2012
Associate's degree, General Studies
Fidelity Investments March 2013 - Present
Mountain America Credit Union April 2007 - March 2012
Mountain America Credit Union July 2009 - January 2011
Skills
Credit Unions, Banking, Mortgage Lending, Commercial Lending, Teller Operations, Credit Analysis, Lines Of Credit, Loans, Credit, Small Business Lending
Education
Salt Lake Community College 2010 — 2012
Associate's degree, General Studies
Mary Ciarametaro's Fidelity Investments Experience October 2011 - Present
Job Educator
Industry
Experience
Fidelity Investments October 2011 - Present
Merrimack High School April 2010 - October 2011
Virtual Learning Academy Charter School June 2008 - September 2011
Kennnett High School September 1993 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Salem State University 1991 — 1994
Master's degree, English Language and Literature/Letters
University of New Hampshire 1977 — 1979
Bachelor of Arts (B.A.), Spanish Language and Literature
Fidelity Investments October 2011 - Present
Merrimack High School April 2010 - October 2011
Virtual Learning Academy Charter School June 2008 - September 2011
Kennnett High School September 1993 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Salem State University 1991 — 1994
Master's degree, English Language and Literature/Letters
University of New Hampshire 1977 — 1979
Bachelor of Arts (B.A.), Spanish Language and Literature
Stephen Puleo's Fidelity Investments Experience August 1998 - June 2010
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments August 1998 - June 2010
BayBank Systems Inc. March 1978 - April 1998
Retailers Electronic Account Processing, Inc. (REAP) November 1975 - March 1978
Skills
C++, C, Software Development, IBM Assembler, CICS, COBOL, Oracle, AIX, Solaris, SAN, NAS, Perl, Unix Shell Scripting, Expect, TCP/IP, Informix, TSO, JCL, SSH, Linux, IBM Mainframe, PL/SQL, SQL*Plus, Embedded SQL, SQL, Cisco Routing &...
Education
Boston University 1985 — 1992
Master of Science (M.Sc.), Computer Science
Salem State College 1971 — 1975
Bachelor of Science (BS), Education (mathematics)
Fidelity Investments August 1998 - June 2010
BayBank Systems Inc. March 1978 - April 1998
Retailers Electronic Account Processing, Inc. (REAP) November 1975 - March 1978
Skills
C++, C, Software Development, IBM Assembler, CICS, COBOL, Oracle, AIX, Solaris, SAN, NAS, Perl, Unix Shell Scripting, Expect, TCP/IP, Informix, TSO, JCL, SSH, Linux, IBM Mainframe, PL/SQL, SQL*Plus, Embedded SQL, SQL, Cisco Routing &...
Education
Boston University 1985 — 1992
Master of Science (M.Sc.), Computer Science
Salem State College 1971 — 1975
Bachelor of Science (BS), Education (mathematics)
Lillian Mason's Fidelity Investments Experience 1998 - 1999
Job PeopleSoft HCM Consultant at KPMG
Industry Information Technology and Services
Experience
KPMG May 2014 - Present
General Information January 2013 - Present
SPX Corporation June 2006 - May 2014
Perdue Farms 2005 - 2006
Salisbury University 2002 - 2005
Perdue Farms 2000 - 2002
Fidelity Investments 1998 - 1999
Skills
PeopleSoft, Business Process..., Project Management, HRIS, Oracle, Vendor Management, Analysis, Benefits Administration, Business Requirements, Business Solutions..., Testing, Training Delivery, Business Partner Support, Customer-focused, Subject Matter Experts, BI Publisher, SQL Report Writing, PS Query, User Acceptance Testing, Process Improvement, SuccessFactors
Education
Salisbury University
Bachelors of Science, Management Information Systems
KPMG May 2014 - Present
General Information January 2013 - Present
SPX Corporation June 2006 - May 2014
Perdue Farms 2005 - 2006
Salisbury University 2002 - 2005
Perdue Farms 2000 - 2002
Fidelity Investments 1998 - 1999
Skills
PeopleSoft, Business Process..., Project Management, HRIS, Oracle, Vendor Management, Analysis, Benefits Administration, Business Requirements, Business Solutions..., Testing, Training Delivery, Business Partner Support, Customer-focused, Subject Matter Experts, BI Publisher, SQL Report Writing, PS Query, User Acceptance Testing, Process Improvement, SuccessFactors
Education
Salisbury University
Bachelors of Science, Management Information Systems
Brett Petersen's Fidelity Investments Experience June 1998 - January 2002
Job District Sales Manager at Nicholas and Company
Industry Consumer Services
Experience
Nicholas and Company April 2013 - Present
Aramark Uniform Services May 2011 - April 2013
AwardMax March 2010 - February 2011
Atlas Management Group, LLC January 2007 - February 2010
Sun Financial Group, Inc. January 2002 - January 2007
Fidelity Investments June 1998 - January 2002
Discover Card March 1996 - June 1998
Skills
Business Development, Marketing Strategy, Product Management, Strategic Partnerships, Product Marketing, Management Consulting, Management, Marketing, B2B, Analytics, Leadership, Sales, Contract Negotiation, Operations Management, Strategic Planning, Cold Calling, Strategy, Sales Management, Salesforce.com, Business Strategy, Training, Business Planning, SEO, Selling, Sales Operations, Negotiation, CRM, Account Management, Team Building, Social Media, Sales Process, Start-ups, Solution Selling, Direct Sales, Key Account Management, Lead Generation, New Business Development, Pricing, Recruiting, Sales Presentations, Forecasting, Coaching, Executive Management, Marketing Management, Budgets, Team Leadership
Education
University of Utah 1999 — 2001
Business Management
Salt Lake Community College 1997 — 1999
A.S., Business
Nicholas and Company April 2013 - Present
Aramark Uniform Services May 2011 - April 2013
AwardMax March 2010 - February 2011
Atlas Management Group, LLC January 2007 - February 2010
Sun Financial Group, Inc. January 2002 - January 2007
Fidelity Investments June 1998 - January 2002
Discover Card March 1996 - June 1998
Skills
Business Development, Marketing Strategy, Product Management, Strategic Partnerships, Product Marketing, Management Consulting, Management, Marketing, B2B, Analytics, Leadership, Sales, Contract Negotiation, Operations Management, Strategic Planning, Cold Calling, Strategy, Sales Management, Salesforce.com, Business Strategy, Training, Business Planning, SEO, Selling, Sales Operations, Negotiation, CRM, Account Management, Team Building, Social Media, Sales Process, Start-ups, Solution Selling, Direct Sales, Key Account Management, Lead Generation, New Business Development, Pricing, Recruiting, Sales Presentations, Forecasting, Coaching, Executive Management, Marketing Management, Budgets, Team Leadership
Education
University of Utah 1999 — 2001
Business Management
Salt Lake Community College 1997 — 1999
A.S., Business
Brett Rinn's Fidelity Investments Experience November 1997 - October 2002
Job Work Flow Manager at EMC
Industry Financial Services
Experience
EMC October 2013 - Present
EMC August 2012 - October 2013
Globalbased Technologies March 2006 - July 2012
Motorola Solutions March 2005 - March 2006
Fidelity Investments November 1997 - October 2002
Skills
Microsoft SQL Server, Customer Service, Troubleshooting, Financial Analysis, Technical Support, Investments, Finance, Leadership
Education
University of Phoenix 2011 — 2013
Information Technology, Database Administration, 3.67
Salt Lake Community College 1991 — 2001
Associate of Science, General Studies
Cottonwood High School 1988 — 1991
Diploma
EMC October 2013 - Present
EMC August 2012 - October 2013
Globalbased Technologies March 2006 - July 2012
Motorola Solutions March 2005 - March 2006
Fidelity Investments November 1997 - October 2002
Skills
Microsoft SQL Server, Customer Service, Troubleshooting, Financial Analysis, Technical Support, Investments, Finance, Leadership
Education
University of Phoenix 2011 — 2013
Information Technology, Database Administration, 3.67
Salt Lake Community College 1991 — 2001
Associate of Science, General Studies
Cottonwood High School 1988 — 1991
Diploma
Lucas Truong's Fidelity Investments Experience July 2013 - March 2014
Job Stratasys Maintenance Manager / 3D Printing Specialist at GoEngineer
Industry
Experience
GoEngineer June 2015 - Present
GoEngineer March 2014 - June 2015
Fidelity Investments July 2013 - March 2014
Progrexion June 2011 - July 2013
University of Utah - Employment August 2010 - April 2011
Affiliated Computer Services December 2008 - November 2010
Skills
Customer Service, Sales, Microsoft Office, Research, Customer Satisfaction, Time Management, Outlook, Series 7, Lead Generation, Solution Selling, B2B, NetSuite, CRM, Salesforce.com, 3D Printing
Education
University of Utah 2010 — 2012
Bachelor of Arts (B.A.), Sociology
University of Utah 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Salt Lake Community College 2007 — 2008
Associate of Science (A.S.), Sociology
GoEngineer June 2015 - Present
GoEngineer March 2014 - June 2015
Fidelity Investments July 2013 - March 2014
Progrexion June 2011 - July 2013
University of Utah - Employment August 2010 - April 2011
Affiliated Computer Services December 2008 - November 2010
Skills
Customer Service, Sales, Microsoft Office, Research, Customer Satisfaction, Time Management, Outlook, Series 7, Lead Generation, Solution Selling, B2B, NetSuite, CRM, Salesforce.com, 3D Printing
Education
University of Utah 2010 — 2012
Bachelor of Arts (B.A.), Sociology
University of Utah 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Salt Lake Community College 2007 — 2008
Associate of Science (A.S.), Sociology
Devin Hill's Fidelity Investments Experience April 2012 - August 2012
Job Workforce Service Specialist II at Utah Department of Workforce Services
Industry Government Administration
Experience
Utah Department of Workforce Services September 2012 - Present
Fidelity Investments April 2012 - August 2012
Education
Weber State University 2009 — 2011
Bachelor's degree, Communication, General
Salt Lake Community College 2006 — 2009
Associate of Science (AS)
Davis High
Utah Department of Workforce Services September 2012 - Present
Fidelity Investments April 2012 - August 2012
Education
Weber State University 2009 — 2011
Bachelor's degree, Communication, General
Salt Lake Community College 2006 — 2009
Associate of Science (AS)
Davis High
Sara Ferrara's Fidelity Investments Experience June 2008 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Skills
Administrative..., Outlook, Visio, Microsoft Excel, Lotus Notes, Access, PowerPoint, Microsoft Office, Office Management, Customer Service, Financial Services, Travel Arrangements, Microsoft Word, Spreadsheets, Mutual Funds
Education
Salem State College
Bachelor's degree, Business Administration and Management, General
Salve Regina University 1998 — 2000
Business Administration and Management, General
Fidelity Investments June 2008 - Present
Skills
Administrative..., Outlook, Visio, Microsoft Excel, Lotus Notes, Access, PowerPoint, Microsoft Office, Office Management, Customer Service, Financial Services, Travel Arrangements, Microsoft Word, Spreadsheets, Mutual Funds
Education
Salem State College
Bachelor's degree, Business Administration and Management, General
Salve Regina University 1998 — 2000
Business Administration and Management, General
Scott Lignell's Fidelity Investments Experience November 2005 - December 2006
Job Process Analyst, Billing Reconciliation Specialist & Document Imaging Team Lead at 3M HIS
Industry Computer Software
Experience
3M Health Care December 2007 - Present
Q Analysts March 2007 - November 2007
Fidelity Investments November 2005 - December 2006
AT&T July 1999 - July 2005
Skills
Microsoft Excel, Visual Basic, Windows, Six Sigma, Lean Thinking, Team Leadership, PowerPoint, Lotus Notes, Self-confidence, Positive Can-do Attitude, Patience, Highly personable, microsoft word, Organization, Creativity, Ingenuity, Motivation, Communication, Active Listener, Open to New Ideas, Softrax, COMS, Process Efficiency, Process Improvement, Leadership, Martial Arts Instruction, Integration, Cross-functional Team..., Finance, Analytical Skills, Business Analysis, Financial Analysis, Result Oriented, Time Management, Invoicing, Integrity, Supervisory Skills, Microsoft Word, Analysis
Education
University of Phoenix 2005 — 2005
Human Services/Management, 3.2
Salt Lake Community College 1999 — 2002
Associate’s Degree, General Studies
Taylorsville High School 1995 — 1998
Diploma
3M Health Care December 2007 - Present
Q Analysts March 2007 - November 2007
Fidelity Investments November 2005 - December 2006
AT&T July 1999 - July 2005
Skills
Microsoft Excel, Visual Basic, Windows, Six Sigma, Lean Thinking, Team Leadership, PowerPoint, Lotus Notes, Self-confidence, Positive Can-do Attitude, Patience, Highly personable, microsoft word, Organization, Creativity, Ingenuity, Motivation, Communication, Active Listener, Open to New Ideas, Softrax, COMS, Process Efficiency, Process Improvement, Leadership, Martial Arts Instruction, Integration, Cross-functional Team..., Finance, Analytical Skills, Business Analysis, Financial Analysis, Result Oriented, Time Management, Invoicing, Integrity, Supervisory Skills, Microsoft Word, Analysis
Education
University of Phoenix 2005 — 2005
Human Services/Management, 3.2
Salt Lake Community College 1999 — 2002
Associate’s Degree, General Studies
Taylorsville High School 1995 — 1998
Diploma
Peggy Lundin-Bauman's Fidelity Investments Experience May 1998 - November 1998
Job QA Systems Test Analyst III
Industry Banking
Experience
Zions Bancorporation June 2007 - Present
Zions Bancorporation November 1998 - Present
Fidelity Investments May 1998 - November 1998
American Express February 1996 - May 1998
Skills
CTFL, Quality Assurance, Test Strategy, Test Planning, Test Cases, Testing, User Acceptance Testing, Regression Testing, System Testing, Defect Tracking, Analytical Skills, Customer Support, Motivated self-starter, Close Attention to..., Organizational..., Document Drafting, Computer Proficiency, Customer Service, Credit, Loans
Education
Salt Lake Community College 1991 — 2009
Associate of Science (AS), General Studies
Zions Bancorporation June 2007 - Present
Zions Bancorporation November 1998 - Present
Fidelity Investments May 1998 - November 1998
American Express February 1996 - May 1998
Skills
CTFL, Quality Assurance, Test Strategy, Test Planning, Test Cases, Testing, User Acceptance Testing, Regression Testing, System Testing, Defect Tracking, Analytical Skills, Customer Support, Motivated self-starter, Close Attention to..., Organizational..., Document Drafting, Computer Proficiency, Customer Service, Credit, Loans
Education
Salt Lake Community College 1991 — 2009
Associate of Science (AS), General Studies
Ryan Newby's Fidelity Investments Experience February 2008 - August 2010
Job Option Trader & Financial Services Professional
Industry Financial Services
Experience
Self Employed August 2010 - Present
Fidelity Investments February 2008 - August 2010
Morgan Stanley May 1999 - January 2008
Skills
Financial Reporting, Team Building, Series 7, Finance, Equities, Financial Analysis, Financial Services, Sales
Education
Salt Lake Community College 2004 — 2008
Associate of Science (AS), Finance, General, 3.5
Self Employed August 2010 - Present
Fidelity Investments February 2008 - August 2010
Morgan Stanley May 1999 - January 2008
Skills
Financial Reporting, Team Building, Series 7, Finance, Equities, Financial Analysis, Financial Services, Sales
Education
Salt Lake Community College 2004 — 2008
Associate of Science (AS), Finance, General, 3.5
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank