Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Paul Lassalle Paul Lassalle San Francisco Bay Area Details
Paul Lassalle's Fidelity Investments Experience March 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Theresa Schneider Wolner Theresa Schneider Wolner San Diego, California Details
Theresa Schneider Wolner's Fidelity Investments Experience November 2004 - November 2005
Job
Industry Executive Office
Experience
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

Sharad Sharma Sharad Sharma San Francisco Bay Area Details
Sharad Sharma's Fidelity Investments Experience September 1995 - June 1998
Job QA Lead at AutoGrid Systems
Industry Computer Software
Experience
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

Thomas Sheridan Thomas Sheridan Birmingham, Alabama Details
Thomas Sheridan's Fidelity Investments Experience July 2013 - August 2013
Job Looking For New Opportunities
Industry Financial Services
Experience
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

Edward Chu Edward Chu San Francisco Bay Area Details
Edward Chu's Fidelity Investments Experience June 2013 - August 2013
Job CoFounder at Charmp!
Industry Financial Services
Experience
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

Joe Nguyen Joe Nguyen San Francisco Bay Area Details
Joe Nguyen's Fidelity Investments Experience October 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
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

Joseph Azverde Joseph Azverde Providence, Rhode Island Area Details
Joseph Azverde's Fidelity Investments Experience August 2013 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Sairon Tekleab Sairon Tekleab Houston, Texas Details
Sairon Tekleab's Fidelity Investments Experience August 2007 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Tag Evans Tag Evans Dallas/Fort Worth Area Details
Tag Evans's Fidelity Investments Experience April 1996 - August 2013
Job Vice President at The Northern Trust Company
Industry Financial Services
Experience
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

David Fouts David Fouts Houston, Texas Details
David Fouts's Fidelity Investments Experience February 1989 - March 1995
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Victoria (Fry) Hessler Victoria (Fry) Hessler Greater Boston Area Details
Victoria (Fry) Hessler's Fidelity Investments Experience September 2004 - September 2005
Job Independent Sales and Marketing Consultant
Industry Marketing and Advertising
Experience
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

Bruce Martin, CFP Bruce Martin, CFP Dallas/Fort Worth Area Details
Bruce Martin, CFP's Fidelity Investments Experience January 2007 - Present
Job Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
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

Jennifer Puleo-Gibson Jennifer Puleo-Gibson Greater Boston Area Details
Jennifer Puleo-Gibson's Fidelity Investments Experience 1992 - 1999
Job Vice President, Relationship Management at State Street Corporation
Industry Financial Services
Experience
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

Scott Zeleznik Scott Zeleznik Greater Philadelphia Area Details
Scott Zeleznik's Fidelity Investments Experience 1986 - 1990
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
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

Shauna Ruscitto, MSA, CPA Shauna Ruscitto, MSA, CPA Greater Boston Area Details
Shauna Ruscitto, MSA, CPA's Fidelity Investments Experience 2002 - 2006
Job Sr. Internal Auditor at LPL Financial
Industry Financial Services
Experience
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

Ilyas Pasha - QA Analyst/Tester Ilyas Pasha - QA Analyst/Tester United States Details
Ilyas Pasha - QA Analyst/Tester's Fidelity Investments Experience January 2009 - March 2010
Job ilyas.pasha79@gmail.com
Industry Financial Services
Experience
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

Eric Grimes Eric Grimes Houston, Texas Area Details
Eric Grimes's Fidelity Investments Experience May 2005 - March 2009
Job
Industry Insurance
Experience
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

Walter Wood III Walter Wood III Cincinnati, Ohio Details
Walter Wood III's Fidelity Investments Experience 2012 - November 2014
Job Sales Associate II at Raymond James Financial, Inc.
Industry Financial Services
Experience
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

Gil Lahlum Gil Lahlum Greater Boston Area Details
Gil Lahlum's Fidelity Investments Experience August 2006 - March 2007
Job Business Analyst
Industry Information Technology and Services
Experience
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

Laura Livingstone Calenda Laura Livingstone Calenda Providence, Rhode Island Area Details
Laura Livingstone Calenda's Fidelity Investments Experience 2004 - 2006
Job Senior Vice President, Corvias Group
Industry Real Estate
Experience
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

Sara Borghesi Sara Borghesi Hartford, Connecticut Area Details
Sara Borghesi's Fidelity Investments Experience January 2006 - January 2008
Job Compliance Specialist at Lincoln Financial Group
Industry Insurance
Experience
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)

Anthony Robello Anthony Robello San Francisco Bay Area Details
Anthony Robello's Fidelity Investments Experience May 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Akila Sethuraman Akila Sethuraman San Francisco Bay Area Details
Akila Sethuraman's Fidelity Investments Experience July 2006 - October 2007
Job QA Engineer at Avaya
Industry Computer Software
Experience
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

Patrick Solomons Patrick Solomons United States Details
Patrick Solomons's Fidelity Investments Experience June 2011 - Present
Job at
Industry Financial Services
Experience
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

Chris Galeski Chris Galeski Greater Los Angeles Area Details
Chris Galeski's Fidelity Investments Experience August 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Rhonda Rodriguez Rhonda Rodriguez Cypress, Texas Details
Rhonda Rodriguez's Fidelity Investments Experience August 1996 - May 2013
Job Communications Consultant at TIAACREF
Industry Financial Services
Experience
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

Keven Coe Keven Coe Greater Denver Area Details
Keven Coe's Fidelity Investments Experience May 2015 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Rylan Richard Rylan Richard Manchester, New Hampshire Details
Rylan Richard's Fidelity Investments Experience June 2015 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
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

David Woodworth Jr. David Woodworth Jr. San Francisco Bay Area Details
David Woodworth Jr.'s Fidelity Investments Experience February 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Thomas (Butch) Morris Jr. Thomas (Butch) Morris Jr. Colorado Springs, Colorado Area Details
Thomas (Butch) Morris Jr.'s Fidelity Investments Experience October 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Tenyce Melrose Tenyce Melrose San Francisco Bay Area Details
Tenyce Melrose's Fidelity Investments Experience February 2014 - July 2015
Job Registered Representative adept in Relationship Management, SalesSupport, and Operations
Industry Financial Services
Experience
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

Todd Garrett, CFP® Todd Garrett, CFP® Peoria, Arizona Details
Todd Garrett, CFP®'s Fidelity Investments Experience December 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Sheryl de Leon Sheryl de Leon Greater St. Louis Area Details
Sheryl de Leon's Fidelity Investments Experience June 2008 - August 2009
Job Reimagining the way teachers teach and students learn.
Industry Education Management
Experience
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.)

Phil Gioia Phil Gioia Dallas/Fort Worth Area Details
Phil Gioia's Fidelity Investments Experience October 2013 - Present
Job ETF/Sector Specialist
Industry Market Research
Experience
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

Mark Dupont Mark Dupont New York, New York Details
Mark Dupont's Fidelity Investments Experience October 2010 - April 2011
Job Vice President at Focus Financial Partners
Industry Venture Capital & Private Equity
Experience
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

Mitchell Jenness Mitchell Jenness Greater Boston Area Details
Mitchell Jenness's Fidelity Investments Experience August 2014 - Present
Job Trade Support Analyst
Industry Financial Services
Experience
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

Consuelo 'Evo' Lopez Consuelo 'Evo' Lopez Roanoke, Texas Details
Consuelo 'Evo' Lopez's Fidelity Investments Experience July 2015 - Present
Job System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Christopher Connors Jr. Christopher Connors Jr. Denver, Colorado Details
Christopher Connors Jr.'s Fidelity Investments Experience June 2009 - Present
Job Chief Operating Officer at Americas First Brands
Industry Health, Wellness and Fitness
Experience
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

Erin Stafford Erin Stafford San Francisco, California Details
Erin Stafford's Fidelity Investments Experience February 2015 - Present
Job Wealth Management Relationship Manager at Fidelity Investments, Private Wealth Management
Industry Financial Services
Experience
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

Thomas Baranowski III Thomas Baranowski III Greater Boston Area Details
Thomas Baranowski III's Fidelity Investments Experience 1999 - 2009
Job Owner, LaserBurnt
Industry Arts and Crafts
Experience
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

Jennifer Farese Jennifer Farese Denver, Colorado Details
Jennifer Farese's Fidelity Investments Experience September 2012 - June 2013
Job Financial Services
Industry Banking
Experience
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

Anthony Chiasson Anthony Chiasson Orange County, California Area Details
Anthony Chiasson's Fidelity Investments Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Cindi Adler Cindi Adler Los Angeles, California Details
Cindi Adler's Fidelity Investments Experience April 2000 - April 2007
Job Senior Manager/Senior Program Manager Community Relations at Los Angeles Dodgers
Industry Sports
Experience
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

Bruce Winston Bruce Winston San Francisco Bay Area Details
Bruce Winston's Fidelity Investments Experience 2003 - 2004
Job Financial Advisor at Keypoint Credit Union
Industry Financial Services
Experience
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

John W Ferris V John W Ferris V Boston, Massachusetts Details
John W Ferris V's Fidelity Investments Experience February 2014 - August 2014
Job Sales Associate at S&P Capital IQ
Industry Financial Services
Experience
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

Jeri Lynn Jeri Lynn Crockett, Texas Details
Jeri Lynn's Fidelity Investments Experience November 2008 - January 2011
Job Operator at Whitaker Farm
Industry Ranching
Experience
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

Kunio Iwata Kunio Iwata San Diego, California Details
Kunio Iwata's Fidelity Investments Experience June 2014 - November 2014
Job Student Analyst at Aztec Equity Fund
Industry Financial Services
Experience
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

Athena Papazekos Athena Papazekos Washington, District Of Columbia Details
Athena Papazekos's Fidelity Investments Experience August 2015 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
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

Myles Proe Myles Proe Greater Boston Area Details
Myles Proe's Fidelity Investments Experience July 2011 - Present
Job Client Service Manager at Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
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

Lindsey Grainger Lindsey Grainger Greater Los Angeles Area Details
Lindsey Grainger's Fidelity Investments Experience July 2010 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Dipankar Biswas Dipankar Biswas Greater Boston Area Details
Dipankar Biswas's Fidelity Investments Experience May 2004 - October 2012
Job Manager of Quality, DevOps & Performance Engineering/Automation Architect at EBSCO Information Services (Certified PMP)
Industry Computer Software
Experience
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

Michelle Cushman Michelle Cushman Greater Boston Area Details
Michelle Cushman's Fidelity Investments Experience February 2005 - September 2006
Job Assistant Vice President at State Street
Industry Financial Services
Experience
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)

A.J. Walia A.J. Walia San Francisco Bay Area Details
A.J. Walia's Fidelity Investments Experience September 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
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

Mark Selden Mark Selden Orange County, California Area Details
Mark Selden's Fidelity Investments Experience 2000 - 2002
Job Owner, Radcliffe Appraisal
Industry Real Estate
Experience
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

Heather Donahoe Heather Donahoe Greater Los Angeles Area Details
Heather Donahoe's Fidelity Investments Experience October 1996 - November 1997
Job Business Owner at Matchless & Marvelous Scents
Industry Consumer Goods
Experience
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

S. Anne Isenberg S. Anne Isenberg Dallas/Fort Worth Area Details
S. Anne Isenberg's Fidelity Investments Experience 2000 - 2003
Job Insurance Agent at United Health Group
Industry Insurance
Experience
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

Holli Streck Holli Streck Greater Salt Lake City Area Details
Holli Streck's Fidelity Investments Experience June 2008 - Present
Job Director of Client Relationships at First Command Financial Services
Industry Financial Services
Experience
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

Elizabeth Carr MBA,CSM Elizabeth Carr MBA,CSM Greater Boston Area Details
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

Julia Walsh Julia Walsh Boston, Massachusetts Details
Julia Walsh's Fidelity Investments Experience July 2010 - Present
Job VP, End User Experience at Fidelity Investments
Industry Financial Services
Experience
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

Sara Small Sara Small San Francisco Bay Area Details
Sara Small's Fidelity Investments Experience January 2004 - September 2007
Job Operations Manager | Fueling Performance through Change Management, Logistics, & Forecasting Expertise
Industry Marketing and Advertising
Experience
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

Rich Miranda Rich Miranda Greater Boston Area Details
Rich Miranda's Fidelity Investments Experience January 2013 - Present
Job Implementation Manager at Fidelity Investments
Industry Financial Services
Experience
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

Len Holmquist Len Holmquist Raleigh-Durham, North Carolina Area Details
Len Holmquist's Fidelity Investments Experience September 2006 - September 2008
Job Technical Writer at Cisco Systems
Industry Writing and Editing
Experience
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

Ken Eymann Ken Eymann Greater Boston Area Details
Ken Eymann's Fidelity Investments Experience 1996 - 1998
Job Consultant
Industry Computer Software
Experience
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

Charles Welti Charles Welti Greater Boston Area Details
Charles Welti's Fidelity Investments Experience February 1994 - October 1997
Job Sr. Director Technology Strategy & Enterprise Architecture at Hawkins Point Partners
Industry Information Technology and Services
Experience
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

Patricia Walker Patricia Walker Greater Boston Area Details
Patricia Walker's Fidelity Investments Experience 2007 - 2007
Job Senior Energy Efficiency Program Manager at Liberty Utilities
Industry Utilities
Experience
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

Tracey Kenney Tracey Kenney Raleigh-Durham, North Carolina Area Details
Tracey Kenney's Fidelity Investments Experience February 2015 - Present
Job
Industry Education Management
Experience
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

Colleen Chace Colleen Chace Providence, Rhode Island Area Details
Colleen Chace's Fidelity Investments Experience January 1999 - August 1999
Job Programmer Analyst at CNE
Industry Information Technology and Services
Experience
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

Venkata Kolli Venkata Kolli Greater Boston Area Details
Venkata Kolli's Fidelity Investments Experience May 2010 - July 2013
Job QA Manager at Thomson Reuters
Industry Information Technology and Services
Experience
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

Mary Ellen Ledwith Mary Ellen Ledwith Greater New York City Area Details
Mary Ellen Ledwith's Fidelity Investments Experience 1994 - 1998
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
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

Daniel Hinojosa Daniel Hinojosa Dallas/Fort Worth Area Details
Daniel Hinojosa's Fidelity Investments Experience 2014 - Present
Job Principal Facilitator / Senior Manager at Fidelity Investments
Industry Financial Services
Experience
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

David Duell David Duell Dallas/Fort Worth Area Details
David Duell's Fidelity Investments Experience October 1992 - September 2002
Job Technician with Structure Works, Inc.
Industry Security and Investigations
Experience
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

Brent Barton Brent Barton Greater Salt Lake City Area Details
Brent Barton's Fidelity Investments Experience 2007 - 2009
Job Stock Plan Associate
Industry Banking
Experience
Fidelity Investments   2007 - 2009
PMI Mortgage Insurance Co.  2001 - 2007

Education
San Francisco State University

Thomas H. Huerta Thomas H. Huerta Greater Los Angeles Area Details
Thomas H. Huerta's Fidelity Investments Experience 2015 - Present
Job Retirement Planner at Fidelity Investments
Industry Investment Management
Experience
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

Mike Guerrero, CFP® Mike Guerrero, CFP® San Francisco Bay Area Details
Mike Guerrero, CFP®'s Fidelity Investments Experience November 2010 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2010 - Present
Financial Services  January 2004 - December 2010

Education
San Francisco State University
BS, Business Administration, Management

Lynne (Gilligan) Caulfield Lynne (Gilligan) Caulfield Boston, Massachusetts Details
Lynne (Gilligan) Caulfield's Fidelity Investments Experience February 2004 - December 2005
Job Vice President Relationship Management at U.S. Bank Global Corporate Trust Services at U.S. Bank
Industry Financial Services
Experience
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

Kristin Trapilo-Ramondi Kristin Trapilo-Ramondi Greater Boston Area Details
Kristin Trapilo-Ramondi's Fidelity Investments Experience August 2010 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
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

Kosin Cheng CFP® Kosin Cheng CFP® San Francisco Bay Area Details
Kosin Cheng CFP®'s Fidelity Investments Experience July 2012 - Present
Job VP Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present

Skills
CFP

Education
San Jose State University   1998 — 2000

Colleen Hutcherson Colleen Hutcherson Dallas/Fort Worth Area Details
Colleen Hutcherson's Fidelity Investments Experience January 1986 - June 1989
Job Sales Operations Coordinator at Samsung Telecommunications America
Industry Consumer Electronics
Experience
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

Kevin Meade Kevin Meade Greater Boston Area Details
Kevin Meade's Fidelity Investments Experience System AnalysisFidelity Investments2004 - 2012
Job IT Consulting at Fidelity Investments
Industry Information Technology and Services
Experience
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

Sai Gawande Sai Gawande Houston, Texas Area Details
Sai Gawande's Fidelity Investments Experience July 2014 - September 2015
Job Senior Software Engineer in Test at Fidelity Investments
Industry Information Technology and Services
Experience
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

Art Amador CFP® Art Amador CFP® San Francisco Bay Area Details
Art Amador CFP®'s Fidelity Investments Experience 2008 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
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

Kent Chan Kent Chan San Francisco Bay Area Details
Kent Chan's Fidelity Investments Experience April 2004 - October 2006
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Melisa Engebritson Melisa Engebritson Greater San Diego Area Details
Melisa Engebritson's Fidelity Investments Experience August 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Curt Dukeshire Curt Dukeshire Greater Boston Area Details
Curt Dukeshire's Fidelity Investments Experience 1992 - 2007
Job Managing Director at State Street Global Markets
Industry Financial Services
Experience
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

Lisa Mancini Peare Lisa Mancini Peare Greater Boston Area Details
Lisa Mancini Peare's Fidelity Investments Experience June 2015 - Present
Job Senior Vice President, Communications and Education at Fidelity Investments
Industry Financial Services
Experience
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

Casey Smiley, AIF Casey Smiley, AIF San Francisco Bay Area Details
Casey Smiley, AIF's Fidelity Investments Experience 1986 - 1995
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
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

Angela Barnette Angela Barnette Dallas/Fort Worth Area Details
Angela Barnette's Fidelity Investments Experience March 2004 - Present
Job Executive Assistant
Industry Financial Services
Experience
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

Lisete Bairos Lisete Bairos Greater Boston Area Details
Lisete Bairos's Fidelity Investments Experience June 1997 - June 1998
Job
Industry Financial Services
Experience
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

Merideth Bonvino Merideth Bonvino Newport, Rhode Island Details
Merideth Bonvino's Fidelity Investments Experience January 2012 - March 2013
Job Financial Analyst
Industry Defense & Space
Experience
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

janet Staff janet Staff Greater Boston Area Details
janet Staff's Fidelity Investments Experience May 2005 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2005 - Present
Fidelity Investments   March 2002 - May 2005

Education
Salve Regina University   1987 — 1991
BS, Finance

Rebecca Denise Violette Rebecca Denise Violette San Francisco Bay Area Details
Rebecca Denise Violette's Fidelity Investments Experience January 2000 - January 2001
Job California Real Estate Specialist http://www.facebook.com/RealEstateNetworks
Industry Real Estate
Experience
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

Bryan Cherniss Bryan Cherniss Mountain View, California Details
Bryan Cherniss's Fidelity Investments Experience May 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Jeremy Plotkin Jeremy Plotkin Raleigh-Durham, North Carolina Area Details
Jeremy Plotkin's Fidelity Investments Experience December 2003 - June 2010
Job System Administrator at EMC
Industry Information Technology and Services
Experience
Fidelity Investments   December 2003 - June 2010
Fidelity Investments   June 1998 - November 2003

Education
Salve Regina University   1996 — 1998
B.S., Information System Science

Kelly Keegan Kelly Keegan Greater Boston Area Details
Kelly Keegan's Fidelity Investments Experience May 2005 - May 2007
Job Digital Project Manager at White Rhino Productions
Industry Marketing and Advertising
Experience
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

anthony nealeigh anthony nealeigh Gilbert, Arizona Details
anthony nealeigh's Fidelity Investments Experience July 2013 - June 2014
Job Retirement Plan Services at Charles Schwab
Industry Financial Services
Experience
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

David CJ Johnson David CJ Johnson Brockton, Massachusetts Details
David CJ Johnson's Fidelity Investments Experience April 1997 - January 2000
Job Manager at Bernardi Auto Group
Industry Automotive
Experience
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

Martin Presser Martin Presser San Diego, California Details
Martin Presser's Fidelity Investments Experience October 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

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