Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments March 2015 - Present
Fidelity Investments October 2010 - March 2015
Fidelity Investments April 2008 - October 2010
Vanguard July 2007 - April 2008
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
Cade & Company, LLC October 2013 - Present
Central MA Special Education Collaborative October 2008 - July 2012
Tax Credit Advisors October 2006 - September 2008
Fidelity Investments November 2004 - November 2005
Fidelity Investments November 2000 - September 2004
Abacus Insurance Brokers August 1994 - June 2000
The Fish Market Restaurant January 1992 - July 1994
Great Western Bank 1988 - 1992
Skills
Payroll, Accounts Payable, Financial Analysis, Data Analysis, Microsoft Office, Business Strategy, Budgets, Marketing Communications, Fundraising, Forecasting, Financial Reporting, General Ledger, Healthcare, Process Improvement, Insurance, Marketing, Marketing Strategy, QuickBooks, Research, Time Management, Writing, Analysis, Negotiation, Sales Management, Project Management, Strategic Planning
Education
San Diego State University-California State University 1989 — 1992
Bachelor of Science (BS), Business Administration/Marketing, 3.5
Helix High School 1980 — 1984
Fujitsu Network Communications October 2009 - March 2014
Fujitsu Network Communications, Inc. June 2005 - March 2014
Fujitsu Network Communications June 1998 - June 2005
Fidelity Investments September 1995 - June 1998
Skills
Test Automation, Agile Methodologies, System Testing, Perl, Unix, Telecommunications, Software Project..., Linux, Java, JavaScript, Testing Tools, Release Management, QTP, Manual Testing, Outsourcing Management, Optical Network Design, Selenium, Eclipse, Ruby on Rails, RubyMine, Cucumber, RSpec, Python, MySQL, Hadoop, Predictive Analytics, Demand Response, Atlassian JIRA, Confluence, Github, Amazon Web Services..., RabbitMQ, Amazon EC2, JSON, XML, CSS, XPath, Jenkins, HBase, Demand Forecasting, Big Data, Energy Management, Smart Grid, HP QTP
Education
San Francisco State University 2004 — 2006
Executive MBA
Vishwakarma Institute of Technology (Pune) 1991 — 1995
BS, Computer Science
Sterne Agee September 2013 - January 2015
Fidelity Investments July 2013 - August 2013
Fidelity Investments January 2013 - July 2013
Skills
Series 7, Series 63, Series 65
Education
Samford University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Cadet Investment Group May 2013 - April 2014
Virginia Military Institute Career Services Office September 2012 - April 2014
Virginia Military Institute Information Technology August 2011 - April 2014
Virginia Military Institute August 2010 - April 2014
Fidelity Investments June 2013 - August 2013
Cadet Investment Group at Virginia Military Institute October 2012 - May 2013
Virginia Military Institute Economics and Business Department September 2012 - May 2013
Virginia Military Institute June 2012 - October 2012
Virginia Military Institute September 2011 - May 2012
Skills
Leadership, Interpersonal Skill, Economics, Finance, Chinese, Taiwanese, Business English, Chinese to English, Business Statistics, Military, Research, Investments, Financial Analysis, Business Strategy, Analysis, Management, Team Building, Teamwork, Data Analysis, Microsoft Excel, PowerPoint, Customer Service, Marketing, Bloomberg Terminal, Public Speaking, International Relations
Education
San Francisco State University 2015 — 2015
Bachelor of Arts (B.A.), Economics, 4.0
Virginia Military Institute 2010 — 2014
Bachelor of arts, Economics and Business
R.O.C. Naval Academy 2009 — 2010
Bachelor of Science (BS), Computer Science and Information Management
Fidelity Investments October 2014 - Present
Twilite Productions May 2010 - Present
Fidelity Investments January 2014 - October 2014
B2B Global Network - MaxExposure July 2013 - July 2014
Citi July 2012 - July 2013
Wells Fargo Advisors June 2008 - August 2012
Merrill Lynch September 2007 - June 2008
Wells Fargo September 2003 - June 2007
Skills
Customer Service, Marketing, Relationship Management, Social Media, Social Media Advertising, Entrepreneurship, Retail Banking, Event Management, New Business Development, Music, B2B, Event Planning, Leadership, Sales, Entertainment, Weddings, Social Media..., Team Building, Business Development, Corporate Events, Lead Generation, Cold Calling, Social Networking, Facebook Fan Page..., Building High..., Mortgage Lending, Networking, Banking, Salesforce.com, Recruiting, Time Management, Sales Management, Investments
Education
San Jose State University 1996 — 2004
Bachelors of Science, Business Administration; Management Information Systems
Fidelity Investments August 2013 - Present
Wells Fargo Advisors September 2012 - July 2013
Legacy Financial Group, LLC/MassMutual December 2011 - June 2012
Salve Regina University October 2011 - May 2012
Westcott House Inc July 2007 - April 2012
Education
Salve Regina University 2008 — 2012
BS, Business Administration
Bishop Hendricken High School 2004 — 2008
Fidelity Investments August 2007 - Present
Skills
Customer Engagement, Collaborative Problem..., Process Management, Events Coordination, Long-term Customer..., Marketing Communications, Marketing Strategy, Customer Oriented, Manage Client..., Client Development, Community Outreach, Problem Management, Community Organizing, Hands-on Problem Solver, Event Management, Series 7, Series 63, Mutual Funds, Equities, Investments, Team Building, Sales Operations, Operational Excellence, Strategic Planning, Trade Compliance, Microsoft Office, Customer Service, Financial Analysis
Education
Sam Houston State University 2000 — 2004
Bachelor of Science (B.S.), Psychology
Northern Trust Wealth Management August 2013 - Present
Fidelity Investments April 1996 - August 2013
Bank of America January 1994 - May 1996
Aurthor Anderson February 1993 - September 1994
Skills
Mutual Funds, Securities, Financial Analysis, Series 7, Asset Management, Investments, Equities, Wealth Management, Financial Services, Financial Planning
Education
San Diego State University-California State University 1987 — 1992
BS, Industrial Technology
Wells Fargo Advisors LLC September 2013 - Present
UBS Financial Services Inc March 1995 - September 2013
Fidelity Investments February 1989 - March 1995
Skills
Wealth Management, Mutual Funds, Investments, Financial Analysis, Retirement Planning
Education
Sam Houston State University 1982 — 1984
Bachelor of Science (BS), Agricultural Business and Management
Fidelity Investments September 2004 - September 2005
Digitas 1997 - 2004
Cambridge Reports/Research International April 1994 - September 1997
Nestlé July 1993 - April 1994
Skills
Database Marketing, Segmentation, Analytics, Direct Marketing, Digital Marketing, Digital Strategy, Web Analytics, Online Advertising, Marketing Strategy, Loyalty Marketing, Direct Mail, Data Analysis, Web Marketing, E-commerce, Market Research, Customer Analysis, Marketing Analytics, Customer Insight, Multi-channel Marketing, Marketing Research, B2B Marketing, Interactive Marketing, Email Marketing, Competitive Analysis, Online Marketing, Strategy, Marketing Communications, Social Media Marketing, Marketing, CRM, Customer Acquisition
Education
Salve Regina University 1989 — 1993
Bachelor of Science
Fidelity Investments January 2007 - Present
Fidelity Investments June 2000 - December 2006
Fidelity Investments February 1999 - June 2000
Fidelity Investments July 1996 - February 1999
Self employed- insurance January 1992 - July 1996
Education
Texas A&M University 1987 — 1991
BBA, Finance
Sam Houston State University 1984 — 1987
Huntsville High School
State Street July 2013 - Present
Sapient Corporation June 2010 - March 2013
State Street Bank November 2005 - March 2009
KPMG Advisory 1999 - 2005
Fidelity Investments 1992 - 1999
Skills
Relationship Management, Project Management, Strategic Planning, Management, Consulting, CRM, Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Business Analysis, Business Development, Financial Services
Education
Salve Regina University 1982 — 1986
B.S., Business, Management
Richmond college London England 1984 — 1985
International Business, International Business
John Hancock Retirement Plan Services April 2015 - Present
John Hancock Retirement Plan Services September 2000 - Present
Merrill Lynch 1996 - 2000
Dreyfus 1990 - 1996
Fidelity Investments 1986 - 1990
TIAA-CREF 1984 - 1986
Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities
Education
San Francisco State University 1979 — 1981
MBA, Marketing and Finance
University of California, Santa Barbara 1978 — 1981
BA, Business
LPL Financial December 2009 - Present
LPL Financial Services August 2006 - January 2010
Fidelity Investments 2002 - 2006
Seaport Companies 2002 - 2006
Skills
Internal Controls, Financial Analysis, Excel, Accounting, Internal Audit, Risk Management, Process Improvement, Word, PowerPoint, Risk Assessment, Microsoft Office, Reconciliation, Financial Accounting, GAAP, Oracle R12 Financials, Account Reconciliation, Flux Analysis, Journal Entries, Budget Reconciliation, Sarbanes-Oxley Act, Auditing, IT Audit, Finance, Sarbanes-Oxley, Enterprise Risk..., General Ledger, Financial Reporting, US GAAP, SEC filings, Financial Audits, Strategic Financial..., SOX 404, CPA, Revenue Recognition, Variance Analysis, Cost Accounting, COSO, CISA, External Audit, Financial Planning, Microsoft Excel, SSAE 16
Education
San Diego State University-California State University 2008 — 2010
MSA, Masters of Science in Accountancy
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business
Morgan Stanley April 2010 - May 2011
Fidelity Investments January 2009 - March 2010
Wells Fargo Financial October 2007 - December 2008
Skills
Quality Center, User Acceptance Testing, QTP, SDLC, Test Automation, Regression Testing, Requirements Analysis, Testing, Software Documentation, System Testing, Manual Testing, LoadRunner, Software Quality..., Test Planning, Agile Methodologies, Test Cases, Quality Assurance
Education
San Francisco State University
MS, Finance
MetLife May 2014 - Present
Buck Consultants September 2012 - October 2013
SageView Advisory Group January 2011 - January 2012
Westminster Consulting February 2010 - February 2011
Fidelity Investments May 2005 - March 2009
Fidelity Investments October 2000 - May 2005
AIG VALIC March 1996 - September 2000
AIG VALIC January 1995 - March 1996
AIG VALIC March 1995 - December 1995
GTE Wireless 1994 - 1995
Skills
Consultative Selling, Negotiation, Sales Presentations, Coaching, Languages, Mentoring, New Business Development, Problem Solving, Strategic Planning, Team Leadership, Strategy, Management, Leadership, Business Development, CRM, Investments, Mutual Funds, Risk Management, Series 6, Deferred Compensation, Project Management, 401k, Employee Relations, Retirement, Spanish-speaking, Compensation & Benefit, Human Resources, Series 63, Program Management, Defined Benefit, Employee Benefits, Talent Management, Selling, Consulting, Pensions, Executive Management, Business Planning, Outsourcing, ERISA, Salesforce.com
Education
Sam Houston State University 1991 — 1993
MA, English Literature
Sam Houston State University 1985 — 1991
BM, Liberal Arts
LHS 1982 — 1985
Raymond James Financial, Inc. March 2015 - Present
Fidelity Investments 2012 - November 2014
Raymond James Financial Inc. February 2010 - January 2012
Fidelity Investments April 2007 - February 2010
UBS Investment Bank August 2005 - September 2006
Skills
Holistic Financial..., Asset Management, Customer Service, Relationship Management, Life Insurance, Qualified Retirement..., People-oriented, Sales Process, Mutual Funds, Client Driven, Public Speaking, Investments, Financial Planning, Finance, Leadership, Retirement, Team Building, Project Management, Retirement Planning, Strategic Planning
Education
University of Cambridge 2005 — 2006
Postgraduate Certificate in International Business Practice
Samford University 1999 — 2003
Bachelor of Arts (B.A.), History
Saint Xavier High School 1995 — 1999
Veritude August 2014 - Present
University of Phoenix November 2008 - Present
Collette Vacations January 2012 - August 2014
Gardner Resources Consulting, LLC December 2011 - January 2012
ProTom International December 2010 - December 2011
John Hancock Financial Services March 2007 - October 2010
Fidelity Investments August 2006 - March 2007
John Hancock Financial Services June 1996 - August 2006
T.J. MAXX May 1995 - June 1996
SAFECO Life Insurance May 1994 - May 1995
Skills
Project Management, SDLC, Business Analysis, PMP, Process Improvement, Risk Management, Consulting, Vendor Management, MS Project, Requirements Gathering, IT Strategy, Software Documentation, Team Leadership, Training, Requirements Analysis, Business Process..., Business Requirements, Integration, Management, Quality Assurance, Testing, Cross-functional Team..., User Acceptance Testing, PMO, Start-ups, Customer Service, Leadership, Databases, SharePoint, Strategy, CRM, Program Management, Project Portfolio..., Budgets, Project Planning, Change Management, Negotiation, Software Project..., Analysis, Enterprise Software, Visio, Business Intelligence, Outsourcing, IT Management, Resource Management, Data Analysis, Business Process, Team Building
Education
University of Phoenix 2004 — 2006
MBA
San Jose State University 1978 — 1981
BA
Corvias Group March 2012 - Present
Blue Cross & Blue Shield of Rhode Island January 2007 - March 2012
Fidelity Investments 2004 - 2006
Covansys 1996 - 2004
Skills
Strategic..., Results-Oriented Media..., Crisis Communications, Executive Communications, Effective Corporate..., Proven Communications..., Expert Writing Skills, Strong Relationship..., Health Insurance..., Financial Services..., Information Technology..., Internal Communications, Marketing Communications, Research, Industry Analyst..., Corporate Communications, Communications Strategy, Public Relations, Health Insurance, Writing Skills, Media Relations, Messaging, Non-profits, Writing, Inter-personal, Student Housing, Military Housing, Strategic Communications, Communication Training, Press Releases, Reputation Management, Spokesperson, Social Media, Nonprofits, Brand Development, Community Development, Marketing, Public Affairs, Program Management, Speech Writing, Competitive Analysis, Newsletters, Cross-functional Team..., Recruiting, Employee Engagement, Project Planning, Message Development, Executive Management, Human Resources, Copywriting
Education
Leadership Rhode Island 2011 — 2011
Eta II
Salve Regina University 1982 — 1984
Bachelor of Arts, English/Journalism
St. Francis Xavier University 1981 — 1981
University of Maryland, Munich Campus 1980 — 1981
Lincoln Financial Group August 2013 - Present
The Hartford Life Insurance Co January 2008 - Present
Fidelity Investments January 2006 - January 2008
Coleman Financial Advisory Group January 2004 - January 2005
Skills
401k, Leadership, Customer Service, Series 7, Series 63, Sales, Training, Relationship Management, Mutual Funds, Insurance, Finance, FINRA
Education
Salve Regina University 2000 — 2004
BS Business Administration, Business
University of Hartford
Master of Business Administration (MBA)
Fidelity Investments May 2015 - Present
Parallel Advisors December 2013 - November 2014
Sterne Agee January 2012 - December 2013
Meridian Commercial March 2010 - December 2010
Cassidy Turley July 2008 - June 2010
Northern Trust April 2000 - August 2003
Mellon Private Asset Management April 1995 - April 2000
Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth
Education
San Francisco State University
Bachelor of Science, Finance
Marin Catholic High School 1980 — 1984
Avaya November 2011 - Present
IBM November 2010 - November 2011
Fidelity Investments July 2006 - October 2007
Fidelity Investments July 2006 - October 2007
Skills
Test Automation, Quality Center, Test Planning, JUnit
Education
San Jose State University 2009 — 2011
M.S, Software Engineering
San Jose State University 2009 — 2010
Masters, Software Engineering
University of Pune 2002 — 2006
BE, Electronics and Telecommunication
University of Pune 2002 — 2006
Bachelors of Engineering, Electronics and Telecommunications (2002
Fidelity Investments June 2011 - Present
Munn and Morris Financial Advisors June 2010 - May 2011
The Botsford Group August 2009 - May 2010
Milliman May 2008 - January 2009
Fidelity Investments April 2001 - May 2008
Skills
Retirement Planning
Education
San Diego State University-California State University 1982 — 1987
Fidelity Investments August 2012 - Present
Fidelity Investments November 2011 - October 2012
Morgan Stanley Smith Barney 2009 - November 2011
Chris Galeski 2003 - 2009
Education
San Diego State University-California State University 1998 — 2003
Bachelor of Arts, Economics
TIAA-CREF May 2013 - Present
Fidelity Investments August 1996 - May 2013
Skills
Financial Services, Communications Planning, FINRA/NASD Series 7, 9,..., 401k, Retirement, FINRA, Securities, Retirement Planning, Finance, Business Relationship..., Employee Benefits, Series 63, Series 7, Defined Benefit, Investments, Risk Management, Customer Service, Strategic Planning, Management
Education
The University of Dallas 2002 — 2005
Master of Business Administration (MBA), Finance, General
Sam Houston State University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments March 2014 - August 2014
Fidelity Investments June 2013 - March 2014
Guaranty Bank & Trust March 2012 - June 2013
American General Finance September 2011 - March 2012
Bank of America July 2010 - September 2011
Vision Capital January 2010 - May 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2009 - October 2009
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
Fidelity Investments June 2015 - Present
State Street June 2014 - January 2015
Skills
Social Media Marketing, Marketing, Social Media, Sales, Team Leadership, Leadership, Finance, Financial Management..., Financial Analysis, Marketing Strategy, New Business Development, Global Custody, Financial Risk, Banking, RFP, Lexicon, RFP Generation, Sales Process, Project Management, Sales Operations, Retail, Rugby, Salesforce.com, SNL, PowerPoint
Education
Salve Regina University 2011 — 2015
Marketing, Business, Management, Marketing, and Related Support Services
Pope John Paul II High School 2007 — 2011
Fidelity Investments February 2013 - Present
Xponential Growth Solutions September 2011 - September 2012
Skills
Investments, Microsoft Excel, Retirement Planning, PowerPoint, Microsoft Word, Sales&Marketing, Finance
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Fidelity Investments October 2015 - Present
BTMR Investments, LLC 2007 - Present
Fidelity Investments May 2014 - September 2015
Fidelity Investments May 2013 - May 2014
T. Rowe Price November 2012 - May 2013
Aspen Retaining Wall Systems, Inc. December 2008 - November 2012
Aggresource, Ltd. (Lehigh Hanson) - Construction Aggregates Mining January 1997 - July 2008
Business Equipment of Houston (IKON Office Solutions) October 1995 - December 1996
Skills
Finance, Account Management, Process Improvement, Customer Service, Negotiation, Market Analysis, Contract Negotiation, Time Management, Sales, Peachtree, Supervisory Skills, Customer Satisfaction, Marketing, Sales Operations, Quality Assurance, Investments, Project Coordination, Leases, Analytical Skills, Recruitment Training, Problem Analysis, Business Acumen, Auditing, Problem Solving, Series 7, Organization &..., Financial Analysis, Land Acquisition, Persuasion, Business, Purchasing, Prospecting Skills, Aggregates, Accounts Receivable, Budgets, Forecasting, Business Development, Litigation Management, Surface Mining, Accounting, Leadership, Decision Making, Project Management, Instructing, Customer Relations, Product Marketing, Uniform Combined State..., Prioritization, Analytical Abilities, Series 66
Education
Sam Houston State University 2001 — 2003
Accounting - All upper level coursework needed for the CPA exam.
Stephen F. Austin State University 1989 — 1995
Bachelor of Business Administration (BBA), General Business
Klein Oak High School
Financial Services August 2015 - Present
Fidelity Investments February 2014 - July 2015
Fidelity Investments May 2013 - February 2014
Fidelity Investments March 2012 - May 2013
Ascent Talent, Model, Promotion Ltd. September 2009 - March 2012
ABM Industries June 2009 - March 2012
Skills
Customer Service, Microsoft Excel, Relationship Management, Financial Services, Analysis, Investments, Event Management, PowerPoint, Strategic Sales..., Financial Analysis, Inventory Management, Strategy, Microsoft Office, Portfolio Management, Banking, Financial Planning, Asset Management, Mutual Funds, Finance
Education
San Francisco State University 2008 — 2011
BS, Business Administration
Monterey Bay Academy
Fidelity Investments December 2014 - Present
Vanguard February 2014 - December 2014
Vanguard February 2011 - February 2014
Vanguard August 2008 - February 2011
Scottrade June 2007 - July 2008
Skills
CFP, Certified Financial..., Series 7, Series 63, Series 65, FINRA, Mutual Funds, Equities, Investments, Securities, Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Strategic Financial..., Trading, Financial Markets, Financial Analysis, ETFs, CRM, Options, Options Strategies, Client Relationship..., Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Business Administration (Financial Services)
Rio Americano High School 2000 — 2004
Amplify May 2015 - Present
Pearson July 2014 - February 2015
Clear Channel Outdoor September 2013 - July 2014
A LA MODE April 2011 - July 2012
Hewlett-Packard October 2009 - November 2011
Fidelity Investments June 2008 - August 2009
Lanakila Elementary School August 2003 - May 2004
Skills
Marketing, Salesforce.com, Selling, Sales, Sales Operations, Leadership, Management, Solution Selling, Customer Service, Blogging, New Business Development, Training, Direct Sales, Forecasting, Channel Partners, Sales Process, Sales Management, SEO, Strategic Planning, Facebook, Entrepreneurship, Investments, Account Management, Networking, E-commerce, Lead Generation, Strategic Partnerships, Social Networking, B2B, CRM, Business Development, SaaS
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Bachelors in Business Administration, Business, Management
San Diego Mesa College 2004 — 2006
Associate of Arts (A.A.)
Fidelity Investments October 2013 - Present
Fidelity Investments June 2013 - October 2013
Fidelity Investments June 2012 - June 2013
Salve Regina University January 2012 - May 2012
Northwestern Mutual August 2011 - May 2012
Allen Edmonds June 2011 - May 2012
Skills
Investments, Insurance Planning, Series 7, Series 63, Mutual Funds, ETFs
Education
Salve Regina University 2008 — 2012
Financial Management (B.S.) Business Administration (B.S.), Accounting (B.A.), Accounting and Finance, 3.4
Millis High School 2004 — 2008
High School Diploma, Honors, AP History
Focus Financial Partners April 2011 - Present
Fidelity Investments October 2010 - April 2011
Fidelity Investments November 2008 - October 2009
Fidelity Investments April 2007 - November 2008
Banc of America Investments November 2005 - April 2007
Education
Salve Regina University 2001 — 2005
Bachelor of Science, Finance
Fidelity Investments August 2014 - Present
Fidelity Investments February 2012 - August 2014
American Equity Mortgage August 2011 - November 2011
Skills
Series 7, Mutual Funds, Financial Services
Education
Salve Regina University 2007 — 2011
Financial Management, Business
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - Present
Skills
Teamwork, Public Speaking, PowerPoint, Networking, Microsoft Excel, Data Analysis, Microsoft Office, Presentation Development, Systems Analysis, HTML, Teaching, NetBeans, Adobe Acrobat, Programming, SQL, Visual Basic, Java, MS Project, Databases, JGrasp, Organizational..., Bilingual-Spanish, Research, Customer Service, Project Management, TFS, Scrum
Education
University of North Texas 2011 — 2013
BS, Business Computer Information Systems
San Antonio College 2008 — 2010
AA, Business Administration
Americas First Brands 2015 - Present
CourseblogU August 2011 - Present
Fidelity Investments June 2009 - Present
Cranfords Cannabis Cigarettes September 2013 - 2015
Dixie Elixirs, LLC May 2013 - August 2013
Salve Regina University September 2009 - 2013
Media Ventures Group, LLC May 2012 - October 2012
Skinny Nutritional Co. June 2012 - September 2012
Beach Dogs Lacrosse June 2011 - July 2011
Auriga June 2005 - August 2009
Skills
Marketing, Social Media, Facebook, Social Media Marketing, Public Speaking, Event Planning, Marketing Strategy, Fundraising, Social Networking, Public Relations, Email Marketing, PowerPoint, Online Advertising, Advertising, Microsoft Office, Marketing Communications, Leadership, Event Management, Sales, Management, Sports, Sponsorship, Online Marketing, Project Planning, Blogging, Entrepreneurship, Market Research, WordPress, Microsoft Excel, Team Leadership, Teaching, Business Planning, Editing, Microsoft Word, Research, Account Management, Strategic Planning, Salesforce.com, Business Development, Direct Marketing, Outlook, Business Strategy, Start-ups, New Business Development, Strategy, Budgets, Integrated Marketing, Lead Generation, Sales Management, Adobe Creative Suite
Education
Salve Regina University 2009 — 2014
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Garden City High School 2005 — 2009
Fidelity Investments February 2015 - Present
Fidelity Investments August 2013 - Present
Miss Erin Terese October 2012 - Present
Pacific Western Bank July 2009 - August 2013
Bank of America June 2005 - July 2009
San Diego State University August 2004 - May 2005
Education
San Diego State University-California State University 2001 — 2005
Economics
LaserBurnt October 2009 - Present
Fidelity Investments 1999 - 2009
Skills
Customer Service, Laser Engraving, Drawing, Painting, Plastics, Sales, Photoshop, Digital Photography, Photography, Laser Cutting
Education
Southern NH University 1981 — 1985
MBA
San Antonio College 1978 — 1978
Bank of New Hampshire 2013 - 2014
Fidelity Investments September 2012 - June 2013
Fidelity Investments June 2012 - September 2012
Skills
Banking, Customer Service, Risk Management, Financial Analysis, Finance, Portfolio Management
Education
Salve Regina University 2007 — 2017
Master of Business Administration (MBA)
Salve Regina University 2007 — 2011
Bachelors of Arts, Global Business & Economics
Fidelity Investments February 2015 - Present
Quest Capital Strategies, Inc. August 2013 - February 2015
CUNA Brokerage Services, Inc. 2010 - 2011
Waddell & Reed October 2009 - November 2010
U.S. Bancorp Investments & Insurance February 2005 - April 2009
LPL Financial September 2002 - February 2005
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Financial Advisory, FINRA Series 7, FINRA Series 24, Life Insurance, Customer Service, Coaching, Business Profitability, Compliance, Asset Managment, Retirement Income..., Banking, Loans, FINRA Series 53, FINRA Series 63, FINRA Series 65, CA Insurance License..., Series 7
Education
San Francisco State University
Bachelor of Science, Business Administration, Finance
Los Angeles Dodgers February 2008 - February 2015
Boston Red Sox February 2004 - February 2008
Fidelity Investments April 2000 - April 2007
PFPC Global Fund Services, Inc. 1998 - 2000
AIM Funds 1997 - 1998
GT Global Mutual Funds 1995 - 1997
Nordstrom 1992 - 1995
The Adler Group 1992 - 1993
Skills
Community Outreach, Nonprofits, Project Management, Sports Marketing, Customer Service, Event Planning, Writing, Relationship Building, Team Management, Sponsorship, Event Management, Social Media, Social Media Marketing, Leadership
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Public Administration
Technology Credit Union September 2006 - January 2015
Countrywide Investment Services December 2004 - September 2006
Fidelity Investments 2003 - 2004
Bank of Santa Clara 2000 - 2002
Great Western Bank/Washington Mutual Bank 1990 - 2000
Skills
Wealth Management
Education
University of Southern California
B.A., Political Science
San Francisco State University
MBA, Business Administration and Management, General
S&P Capital IQ April 2015 - Present
S&P Capital IQ September 2014 - April 2015
Fidelity Investments February 2014 - August 2014
Fidelity Investments May 2013 - February 2014
Fidelity Investments January 2013 - May 2013
Fidelity Investments August 2011 - January 2013
Skills
Series 7, Finance, Portfolio Management, Series 63, Banking, Investments, Retirement, Uniform Combined State..., Series 66, Microsoft Excel, Financial Analysis, Software Sales, Customer Service, Sales, Microsoft Office, Financial Services, Mutual Funds, Equities, S&P Capital IQ, Securities, Retirement Planning, Salesforce.com, Financial Modeling, Microsoft Word, Financial Planning, Wealth Management, Asset Allocation, Training the Street
Education
Salve Regina University 2008 — 2009
MBA
Salve Regina University 2004 — 2008
Bachelor of Arts, Business Management
Whitaker Farm August 2010 - Present
Fidelity Investments November 2008 - January 2011
Charles Schwab September 2006 - December 2007
Fidelity Investments November 2005 - September 2006
American Airlines May 1996 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, AutoCAD, Social Media, Research, Customer Service, Teamwork, Event Planning, Time Management, Project Management, Analytical Skills, Technical Presentations, Mental Health Counseling
Education
Sam Houston State University 2012 — 2016
Master of Arts (MA), Clinical Mental Health Counseling
The University of Texas at Arlington 1995 — 2002
Bachelor of Science (BS), Architecture
Hewlett-Packard June 2013 - Present
Weatherly Asset Management March 2015 - May 2015
Aztec Equity Fund January 2015 - May 2015
Fidelity Investments June 2014 - November 2014
RuffaloCODY SDSU June 2012 - May 2013
Cinepolis Del Mar June 2012 - August 2012
Skills
Collaborative Problem..., Communicative Skills, Teamwork, Written & Verbal..., Time Management, Team Leadership, Microsoft Office, Customer Service, Quicksilver, Incentive Programs, SharePoint, Administrative..., Microsoft Excel, Microsoft Word, Phone Etiquette, Telemarketing, PowerPoint
Education
San Diego State University-California State University 2011 — 2015
Bachelor's Degree, Finance, General
Torrey Pines High School 2007 — 2011
GED
Fidelity Investments August 2015 - Present
BlackRock March 2014 - August 2015
BlackRock April 2010 - March 2014
Morgan Stanley Smith Barney August 2007 - April 2010
McLaughlin, Piven & Vogel Securities, Inc July 2006 - July 2007
Skills
• Relationship..., • Business Development, • Strategic Planning, • Client Seminars,..., Relationship Management, Business Development, Strategic Planning, Sales Presentations, Sales Management, Series 7, Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments
Education
San Jose State University
Bachelor of Science, Business; Finance
Fidelity Investments July 2011 - Present
Fidelity Investments July 2012 - June 2015
LeapFrog Systems July 2011 - July 2012
North Brookfield Savings Bank May 2010 - July 2011
Wells Fargo Advisors May 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - May 2009
State Street June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Equities, Microsoft Word, Financial Statements, Series 7, Series 63, Banking, Finance, Risk Management, Analysis, Financial Analysis
Education
Salve Regina University 2006 — 2010
B.S., Economics - Money & Banking
Xaverian Brothers High School 2002 — 2006
Fidelity Investments July 2010 - Present
Dunham & Associates February 2010 - April 2011
Dunham & Associates February 2010 - July 2010
Dunham & Associates April 2008 - February 2010
Southeast Territory April 2008 - February 2010
US Bank November 2007 - April 2008
US Bank October 2007 - April 2008
Blane Realty October 2005 - May 2007
Education
San Diego State University-California State University 2003 — 2007
Financial Services, Finance
College of Business Administration
Bachelor of Science, Financial Services; Political Science
San Diego State University, California
EBSCO Information Services January 2014 - Present
EBSCO Information Services October 2012 - December 2013
Fidelity Investments May 2004 - October 2012
iGate Corporation April 2004 - October 2012
AIIMS May 2003 - April 2004
Skills
QA Engineering, Quality Management, Quality Assurance, Quality Center, QTP, Mobile Automation, Agile Project Management, Agile Testing, Scrum, Descriptive Programming, Test Automation, Test Management, Rational Team Concert, IBM Rational Clearcase, Mobile Testing, Mobile Test Automation, Device Anywhere, Test Automation..., Test Automation..., Automated Software..., SQL, Database Testing, Web Services Testing, Project Management, MS Project, Project Estimation, Silverlight Automation, Healthcare, Insurance, Trading, HR Payroll, Oracle 9i, Microsoft SQL Server, Stingray, WPF Automation, Problem Solving, ClearCase, Testing, Agile Methodologies, Software Quality..., Oracle, SDLC, Test Planning, Payroll, User Acceptance Testing, Continuous Integration, Cross-functional Team..., Test Strategy, Leadership, Web Applications
Education
Utkal University 2000 — 2003
MCA, Computer Science
Sambalpur University 1996 — 1999
Bachelor of Science, Physics
Belpahar English Medium School 1994 — 1996
Higher Secondary, Science, Economics
State Street April 2011 - Present
Russell Investments September 2006 - November 2010
Fidelity Investments February 2005 - September 2006
WM Group of Funds December 2002 - February 2005
State Street Corporation August 1996 - October 2002
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Securities, Bloomberg, Financial Services, Derivatives, Financial Analysis, Investment Strategies, Fund Administration, Corporate Actions, Relationship Management
Education
Salve Regina University 1991 — 1995
Bachelor of Science (BS)
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
Radcliffe Appraisal January 2000 - Present
Fidelity Investments 2000 - 2002
Transamerica Financial Life Insurance Company 1997 - 2000
Education
San Diego State University-California State University 1990 — 1995
BS, Finance
Matchless & Marvelous Scents August 2007 - Present
Royal Nursery May 1998 - June 2001
Fidelity Investments October 1996 - November 1997
Fidelity Investments January 1995 - August 1996
Education
San Diego State University-California State University 2002 — 2003
Bachelors, Child Development
San Diego Mesa College 1999 — 2001
General, General
University of Utah 1997 — 1997
General, General
Southern Utah University 1993 — 1995
Associates, Chemistry
United Health Group 2014 - Present
Bion Insurance 2004 - Present
Access Lending Group LLC 2010 - 2011
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
SAVIN Corp 1996 - 1997
Million Dollar Baby 1995 - 1996
Skills
Equity Indexed Annuities, Indexed Annuities, Fixed Annuities, Annuity Sales, Sales Management, Purchase Management, Project Management, Mutual Funds, Health Insurance, Insurance, Retirement Planning, Term Life Insurance, Whole Life, Life Insurance, Commercial Lending, Retirement, Financial Planning, International &...
Education
The University of Dallas
Business Administration and Management, General, Post Graduate Work
Sam Houston State University
Bachelor's Degree, Business Administration and Management, General
First Command Financial Services March 2015 - Present
Fidelity Investments June 2008 - Present
Fidelity Investments July 2005 - June 2008
Fidelity Investments April 2004 - July 2005
Fidelity Investments April 2001 - April 2004
Oakwood Corporate Housing March 2000 - February 2001
JPI Multifamily April 1999 - March 2000
Toshiba America Medical Systems December 1995 - August 1996
Rapp Collins Worldwide March 1995 - October 1995
Skills
Mutual Funds, Management, Investments, Sales, Microsoft Excel, PowerPoint, Testing, ERISA, Financial Risk, Financial Advisory, Internal Audit, Relationship Management, Finance
Education
Sam Houston State University 1987 — 1990
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
Fidelity Investments July 2010 - Present
Fidelity Investments November 2006 - July 2010
Mercer HR Services 2004 - 2006
Putnam Investments 1997 - 2005
Skills
User-centered Design, User Experience, User Experience Design, User Interface Design, Usability, Web Design, Usability Testing, Information Architecture, Financial Services
Education
San Diego State University-California State University
Philosophy, Logic, Ethics & Aesthetics
VMware April 2015 - Present
Cisco Systems September 2007 - October 2014
Fidelity Investments January 2004 - September 2007
Wolfe Engineering 2001 - 2004
Skills
Cross-functional Team..., Process Improvement, Program Management, Financial Analysis, Operations Management, Product Management, Customer Service, Vendor Management, Strategic Planning, Forecasting, Microsoft Excel, Strategy, Management, Product Marketing, Strategic Partnerships, Leadership, Marketing Strategy
Education
San Jose State University 1999 — 2004
BS, Business Finance
Fidelity Investments January 2013 - Present
Boston Convention and Exhibition Center June 2007 - Present
LeapFrog Systems August 2011 - January 2013
American Equity Mortgage January 2011 - June 2011
Newport Gulls October 2009 - September 2010
Skills
Series 7, Series 63, WebEx, Salesforce.com, Customer Service, Management, Microsoft Excel, Outlook, Account Management, Microsoft Word, Customer Satisfaction, Strategy, Analysis, Social Media, Word, Excel, Teamwork, Sales, New Business Development, Project Planning, Product Development, PowerPoint, CRM, Microsoft Office, Financial Services
Education
Salve Regina University 2006 — 2010
Bachelor of Science Degree, Marketing
Xaverian Brothers High School 2002 — 2006
High School Diploma
Cisco Systems February 2009 - Present
Quist Assist, Inc. October 2008 - March 2009
Fidelity Investments September 2006 - September 2008
Lenovo April 2006 - September 2006
Productivity Point January 2006 - March 2006
EuroTraveler 2001 - 2005
Sunrise Communications 2000 - 2001
Autodesk 1998 - 1999
Umax Computer Corporation 1997 - 1998
General Magic January 1996 - December 1996
Skills
Technical Writing, Software Documentation, Project Management, Editing, Adobe Acrobat, Software Development, FrameMaker, Management, HTML, MS Project, Leadership, CSS, Dreamweaver, Databases, Research, Photoshop, Testing, Technical Documentation, Manuals, Online Help, Proposal Writing, Content Management, Technical Communication, Business Analysis, Newsletters, Content Development, Troubleshooting, SnagIt, RoboHelp
Education
The ArtsCenter 2009 — 2009
Adobe Photoshop / Adobe Illustrator
I-to-I 2003 — 2003
Certificate, Teaching English as a Foreign Language (TEFL)
San Jose State University 1997 — 1998
Technical Writing / Technical Editing
Westmont College 1970 — 1972
B.A., Social Science
Ventura College 1968 — 1970
A.A., Liberal Arts
Buena High School 1967 — 1968
Diploma, General
MITRE April 2001 - April 2010
eXcelon Corporation 2000 - 2001
Reed Elsevier 1999 - 2000
Walden Media, Inc 1998 - 1999
Fidelity Investments 1996 - 1998
Walden Media 1995 - 1996
NeuralTech 1995 - 1995
Lotus Development 1992 - 1995
CDC (Customer Development Corp. 1991 - 1992
OneSource 1989 - 1991
Skills
Quality Assurance, Software Development, Requirements Analysis, Software Engineering, Systems Engineering, Business Analysis, Perl, Test Automation, Economic Modeling, SQL, Analysis, Enterprise Architecture, C, HTML, PMP, Visio, C++, Economics, EPS, Risk Analysis, Software Quality..., Integration, Assembler 8086, BPML, Business Process..., Fortran, iGrafx, JavaScript, LoadRunner, Market Analysis, MS PowerPoint, MS Excel Pivot Tables, Outlook, Shell Scripting, Software Testing Life..., IT Service Management, Cyber Defense, Visual Basic, Testing, Software Project..., Databases, Management, Process Improvement, Python, Cost Benefit Analysis, VBA ({Project, Excel,..., Pl/1
Education
San Jose State University 1966 — 1974
Bachelor’s Degree, Economics, B
Hawkins Point Partners March 2015 - Present
EMC Consulting 2010 - 2015
PlumChoice Online PC Services August 2009 - June 2010
State Street February 2002 - March 2009
Investors Bank & Trust (IBT) February 2002 - July 2007
Veridiem 2000 - 2002
IBM Global Services 1999 - 2000
Edgewater Technology 1997 - 1999
Fidelity Investments February 1994 - October 1997
Pyramid Technology Corporation January 1992 - February 1994
Skills
IT Strategy, SDLC, Integration, Enterprise Architecture, Agile Methodologies, Solution Architecture, Cloud Computing, IT Management, Software Development, SaaS, Enterprise Software, Data Center, Business Analysis, SOA, Unix, Program Management, CRM
Education
San Jose State University 1977 — 1981
BA, Music Composition
Liberty Utilities December 2013 - Present
New England Gas Company September 2009 - December 2013
Royal Bank of Scotland 2008 - 2009
Fidelity Investments 2007 - 2007
Providence Energy Corporation 1997 - 1999
Skills
Project Management, Strategic Planning, Marketing Strategy, Program Management, Marketing Communications, Internal Communications, Marketing, Email Marketing, Management, Business Strategy, Analysis, Direct Marketing, Strategic Communications, Segmentation, Digital Marketing, Data Analysis, Online Advertising, Energy Efficiency, Public Relations, Financial Services, Branding Initiatives, CRM, Business Development, Marketing Research, Strategy, Product Marketing, Integrated Marketing, Corporate Communications, Leadership, Product Management, Market Research, Demand Response, Energy Policy, Policy, Cross-functional Team..., Smart Grid, Energy Conservation, Energy, Renewable Energy, Energy Management, Sustainability
Education
Bryant University 1984 — 1990
MBA, Management
Salve Regina University 1979 — 1983
Bachelor of Science (B.Sc.), double major accounting and management
Uxbridge High School
Fidelity Investments February 2015 - Present
AICPA August 2004 - February 2015
XBRL International, Inc. July 2004 - June 2006
Honeywell January 2004 - July 2004
Mass eComm October 2002 - June 2003
Collaborative Communications July 2000 - December 2002
PAN Communications February 2002 - October 2002
Skills
Marketing Communications, Strategic Planning, Management Consulting, Budgets, Project Management
Education
Salve Regina University 1996 — 2000
BS, Marketing
CNE December 2001 - Present
Kent Hospital September 1999 - November 2001
Fidelity Investments January 1999 - August 1999
Fidelity Investments September 1997 - December 1998
Education
Salve Regina University
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
University of Rhode Island
Bachelor of Arts (BA), Psychology
Thomson Reuters August 2013 - Present
Fidelity Investments May 2010 - July 2013
Fidelity Investments October 2006 - May 2010
Fidelity Investments 2000 - September 2006
Skills
Quality Assurance, Agile Methodologies, Agile Testing, ETL, DB2, APIs, RESTful WebServices, Testing, Test Planning, SDLC, XML, Web Services, Test Cases, Regression Testing, Unix, Requirements Analysis
Education
National Institute of Information Technology 1989 — 1992
PGDCA, Information Technology
Sambalpur University 1984 — 1989
Taproot Foundation 2010 - Present
Palisades Free Library 2003 - 2008
Merrill Lynch 2001 - 2002
UBS Global Asset Management 1998 - 2000
Prudential Investments 1998 - 2000
Fidelity Investments 1994 - 1998
Putnam Investments 1986 - 1992
Skills
Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Strategic Planning, Business Strategy, Product Marketing, Financial Services, Asset Management
Education
Salve Regina University
Bachelor of Arts (B.A.), Sociology and Psychology
The George Washington University
Graduate studies in Urban Planning
Fidelity Investments 2014 - Present
Skills
Investment Advisor..., General Securities..., Series 63, Series 7, Risk Management, Mutual Funds, Wealth Management
Education
Sam Houston State University 1993 — 1997
Bachelor of Business Administration, Business
Structure Works, Inc. November 2012 - Present
North American Video March 2012 - November 2012
Kratos-HBE January 2012 - March 2012
Ingersoll Rand Security Technologies September 2002 - January 2012
Fidelity Investments October 1992 - September 2002
Skills
Access Control, CCTV, Alarm Systems, IP Cameras, Surveillance, Security, Security Management, Video over IP, Video Analytics, Intrusion Detection, IP CCTV, Physical Security, Burglar Alarm, Biometrics, Project Management
Education
Sam Houston State University 1984 — 1986
Fidelity Investments 2007 - 2009
PMI Mortgage Insurance Co. 2001 - 2007
Education
San Francisco State University
Fidelity Investments 2015 - Present
Fidelity Investments 2012 - 2015
Fidelity Investments 2011 - 2012
Morgan Stanley Private Wealth Management 2009 - 2011
Citi-Smith Barney, CITI FAMILY OFFICE® 2008 - 2009
Steckler & Wynns Financial Group 2007 - 2007
Education
San Diego State University-California State University
BS/BA, Finance/Financial Services
Fidelity Investments November 2010 - Present
Financial Services January 2004 - December 2010
Education
San Francisco State University
BS, Business Administration, Management
U.S. Bank December 2005 - Present
Fidelity Investments February 2004 - December 2005
U.S. Bank December 2002 - February 2004
State Street Bank December 2000 - December 2002
Education
Salve Regina University 1996 — 2000
Fidelity Investments August 2010 - Present
Ricoh America's Corporation January 2009 - January 2010
Brigham & Women's Hospital July 2008 - January 2009
Skills
Microsoft Office, Outlook, Event Planning, Microsoft Excel, Human Resources, Customer Service, Microsoft Word, PowerPoint, Employee Relations, Management, Event Management
Education
Salve Regina University 2004 — 2008
BA, English Communications
Fidelity Investments July 2012 - Present
Skills
CFP
Education
San Jose State University 1998 — 2000
Samsung Telecommunications America March 2014 - Present
Canon U.S.A., Inc. August 2000 - March 2013
Canon U.S.A., Inc. 1990 - 2000
GP Plastics July 1988 - June 1990
Fidelity Investments January 1986 - June 1989
Skills
Marketing, Database Administration, Sales Analysis, Microsoft Excel, ACT!, Access, Customer Service, Sales Operations, Training, Sales Management, Budgets, Microsoft Office, Microsoft Word, Process Improvement, Sales Process, CRM, Management, Sales
Education
Sam Houston State University 1982 — 1986
BBA, Marketing
Sam Houston State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments System AnalysisFidelity Investments2004 - 2012
Oracle October 1998 - November 2004
MEDITECH 1994 - 1997
Skills
Requirements Analysis, Oracle E-Business Suite, Oracle Applications, SDLC, Order Management, Requirements Gathering, Financials, Software Project..., Solution Architecture, Database Design, Integration, ERP, PL/SQL, OBIEE, Business Process..., ETL, Oracle, Business Process Design, Business Process, Agile Methodologies, Software Implementation, Oracle Discoverer, Visio, Business Analysis, Data Warehousing, PMP, Business Intelligence, Enterprise Architecture, Data Modeling, Enterprise Software, SOA, Software Documentation, Informatica, XML Publisher, Oracle Reports, BI Publisher, SQL, IT Strategy, Oracle HR, Systems Analysis, Databases
Education
Salve Regina University 1987 — 1991
Fidelity Investments July 2014 - September 2015
Fidelity Investments October 2013 - July 2014
Fidelity Investments August 2011 - October 2013
Beta Soft Systems February 2010 - July 2011
Design Reactor August 2009 - September 2009
Los Altos software Testing House February 2009 - July 2009
TRANGO BROADBAND SYSTEMS October 2008 - December 2008
Qualcomm October 2007 - December 2007
Motorola June 2007 - August 2007
Skills
quick test professional..., Parasoft SOA Test 9.0, Sahi, Quality Center 10/11, Rational Clear Quest, HP Quality Center, Requirements Analysis
Education
San Diego State University-California State University 2006 — 2008
Master of Science (MS), Electrical and Computer Engineering, 3.4/4
University of Pune 2002 — 2006
Bachelor of Science (BS), Electronics and Telecommunication, 3.7/4
Fidelity Investments 2008 - Present
The Vanguard Group 2007 - 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Investments
San Diego State University-California State University 2003 — 2007
Bachelor's Degree, Financial Services
Fidelity Investments, IWS October 2006 - Present
Fidelity Investments April 2004 - October 2006
TD Ameritrade 2002 - April 2004
Charles Schwab 1995 - 2002
Skills
Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income, Retirement Planning, CRM, Due Diligence, Trading, Business Development, Series 7, Financial Services, FINRA, Portfolio Management, Series 63, Equities, Securities, Wealth Management, Asset Management, Asset Allocation, Relationship Management, Strategic Financial...
Education
San Jose State University 1985 — 1990
BS, Finance/Economics
Fidelity Investments August 2011 - Present
Ameriprise Financial May 2005 - April 2009
Ameriprise Financial Services, In May 2005 - January 2007
Charles Schwab January 2002 - January 2005
Charles Schwab April 1997 - January 2002
PaineWebber April 1995 - April 1997
Education
San Diego State University-California State University
Bachelors, Public Finance Administration
State Street Global Markets November 2007 - Present
Fidelity Investments 1992 - 2007
National Financial 1992 - 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Securities, Fixed Income, Series 24, Financial Services, Asset Managment, Investments, Hedge Funds, Alternative Investments, Capital Markets, Wealth Management, Trading
Education
Salve Regina University 1985 — 1989
Bachelor's degree, Finance and Financial Management Services
Fidelity Investments June 2015 - Present
Fidelity Investments March 2007 - June 2015
Fallon Community Health Plan May 1993 - March 2007
Education
Salve Regina University 1992 — 1993
MS, Healthcare Management
Salve Regina University 1988 — 1992
BS, Healthcare Management
TIAA-CREF June 2011 - Present
Citigroup 2010 - March 2011
Charles Schwab 1999 - 2009
Charles Schwab 1995 - 1999
Fidelity Investments 1986 - 1995
Education
San Jose State University
Bachelor of Science, Business Finance
LifeTime Fitness July 2008 - Present
Fidelity Investments March 2004 - Present
VHA 2002 - 2005
Education
Sam Houston State University 1983 — 1987
BFA, Radio, TV & Film; PR & Promotion
Ogilvie Security Advisors Corp August 2006 - August 2011
Sentinel Securities, Inc. January 2005 - June 2006
Morgan Stanley August 1999 - September 2004
Suretrade, Inc. June 1998 - August 1999
Fidelity Investments June 1997 - June 1998
Education
Salve Regina University
B.A, Psychology
SEACORP (Systems Engineering Associates Corporation) April 2013 - Present
Fidelity Investments January 2012 - March 2013
Salve Regina University October 2009 - May 2011
Sailing World Magazine June 2009 - December 2009
Skills
Leadership, Event Planning, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Team Leadership, Strategy, Social Networking, Research, Administration, PowerPoint, Fundraising, Social Media, Event Management, Public Relations, Analysis, Nonprofits, Customer Service, Budget Monitoring, Budget Reconciliation, Budget Forecasts, Financial Analysis, Department Budget..., Program Management, Time Management, Budgets, Finance
Education
Salve Regina University 2010 — 2011
MBA, Masters of Business Administration
Salve Regina University 2006 — 2010
Bachelor of Arts, Global Business and Economics
American University of Rome 2009 — 2009
Art, Management
Fidelity Investments May 2005 - Present
Fidelity Investments March 2002 - May 2005
Education
Salve Regina University 1987 — 1991
BS, Finance
California Real Estate Specialist January 2009 - Present
Silicon Valley Insurance Brokerage January 2008 - September 2010
AAA Life Ins. Co January 2005 - January 2008
Allstate Financial Services, LLC January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Northwestern Mutual Life Insurance Company January 1999 - January 2000
BWC Investments/Bank of the January 1998 - January 1999
Morgan Stanley Smith Barney January 1997 - January 1998
Advanced Concepts Ins. Services, Inc January 1985 - January 1997
Skills
Real Estate, Investments, Entrepreneurship, Insurance, Strategic Financial...
Education
Heald College, School of Business 1999 — 2001
Applied Science Degree, Business Software Applications
San Jose State University 1982 — 1984
Bachelor of Science, Business Management & Finance
San Jose City College 1980 — 1982
General Ed., AA, International Business
Fidelity Investments May 2015 - Present
Morgan Stanley June 2011 - May 2015
Education
San Diego State University-California State University 2007 — 2011
Finance, Finance, 3.6 GPA in major-related courses
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Fidelity Investments December 2003 - June 2010
Fidelity Investments June 1998 - November 2003
Education
Salve Regina University 1996 — 1998
B.S., Information System Science
White Rhino Productions October 2014 - Present
PARTNERS+simons May 2007 - February 2014
Fidelity Investments May 2005 - May 2007
PreVision Marketing September 2004 - May 2005
Skills
Interactive Marketing, Email Marketing, Project Management, Digital Strategy, Online Advertising, Digital Marketing, Interactive Advertising, Advertising, Information Architecture, Integrated Marketing
Education
Salve Regina University 1996 — 2000
Bachelor's degree, English Language and Literature, General, College
Charles Schwab September 2014 - Present
Fidelity Investments July 2013 - June 2014
Northwestern Mutual May 2012 - July 2013
Morgan Stanley Smith Barney 2011 - 2012
Skills
Series 7, Series 66, California Insurance...
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance
Bernardi Auto Group June 2011 - Present
Christo's Restaurant January 2000 - June 2011
Fidelity Investments April 1997 - January 2000
Skills
Customer Satisfaction
Education
San Jose State University 1983 — 1985
Fidelity Investments October 2014 - Present
Fidelity Investments January 2014 - October 2014
Fidelity Investments February 2013 - December 2013
Scottrade July 2010 - January 2013
SDSU Athletics August 2009 - December 2011
Skills
Series 7
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance