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
Employee
Years
Job
Industry
Jamison Bexley Jamison Bexley's Fidelity Investments Experience July 2014 - Present
Job System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Texstar National Bank May 2012 - August 2012
Skills
PowerPoint development, Microsoft Excel, Visual Basic, Visio, Access, Leadership
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Baylor University
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
Texstar National Bank May 2012 - August 2012
Skills
PowerPoint development, Microsoft Excel, Visual Basic, Visio, Access, Leadership
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Baylor University
Don M. Williams Don M. Williams's Fidelity Investments Experience February 2003 - December 2003
Job AVP, Manager for Global Command Center Services Change Management Team at Citi
Industry Information Technology and Services
Experience
Citi February 2012 - Present
HP Enterprise Services October 2010 - February 2012
Citi July 2005 - October 2010
Verizon December 2003 - June 2005
Fidelity Investments February 2003 - December 2003
Education
The University of Dallas 2003 — 2003
MBA
DeVry University 1999 — 2002
BS, Telecommunications Management
Baylor University 1997 — 1999
Biology
Tuskegee University 1995 — 1997
Biology
Citi February 2012 - Present
HP Enterprise Services October 2010 - February 2012
Citi July 2005 - October 2010
Verizon December 2003 - June 2005
Fidelity Investments February 2003 - December 2003
Education
The University of Dallas 2003 — 2003
MBA
DeVry University 1999 — 2002
BS, Telecommunications Management
Baylor University 1997 — 1999
Biology
Tuskegee University 1995 — 1997
Biology
Tami McLallen Tami McLallen's Fidelity Investments Experience April 2015 - Present
Job Performance Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2015 - Present
RadioShack November 2013 - March 2015
RadioShack April 2013 - November 2013
American Airlines March 2009 - July 2012
American Airlines June 2003 - March 2009
Skills
Airlines, Aviation, Process Improvement, Commercial Aviation, Management, Leadership Development, Sabre, Team Building, Strategic Planning, Change Management, Organizational..., Customer Service, Employee Engagement, Training, Media Relations, Corporate Communications, Reputation Management, issues management, Labor Relations, Internal & External..., Learning Management..., Curriculum Development, Learning Analytics, Public Relations, Learning Management, Vendor Management, Adult Learning..., Program Management, Instructional Design, Strategy, Budgets, Internal Communications
Education
Baylor University
Music Education
Fidelity Investments April 2015 - Present
RadioShack November 2013 - March 2015
RadioShack April 2013 - November 2013
American Airlines March 2009 - July 2012
American Airlines June 2003 - March 2009
Skills
Airlines, Aviation, Process Improvement, Commercial Aviation, Management, Leadership Development, Sabre, Team Building, Strategic Planning, Change Management, Organizational..., Customer Service, Employee Engagement, Training, Media Relations, Corporate Communications, Reputation Management, issues management, Labor Relations, Internal & External..., Learning Management..., Curriculum Development, Learning Analytics, Public Relations, Learning Management, Vendor Management, Adult Learning..., Program Management, Instructional Design, Strategy, Budgets, Internal Communications
Education
Baylor University
Music Education
Shannon DeLoach Shannon DeLoach's Fidelity Investments Experience October 2013 - Present
Job Sr Administrative Assistant at Fidelity Investments
Industry Nonprofit Organization Management
Experience
Fidelity Investments October 2013 - Present
Food for the Soul October 2011 - September 2013
Food for the Soul 2012 - 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 1995 - 2002
Comerica Bank 1994 - 1995
Skills
Community Outreach, Management
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Real Estate
Fidelity Investments October 2013 - Present
Food for the Soul October 2011 - September 2013
Food for the Soul 2012 - 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 1995 - 2002
Comerica Bank 1994 - 1995
Skills
Community Outreach, Management
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, Real Estate
Gina Vallee Gina Vallee's Fidelity Investments Experience March 2004 - December 2008
Job Director of Education Services at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency September 2012 - Present
The Bostonian Group January 2009 - September 2012
Fidelity Investments March 2004 - December 2008
Fidelity Investments March 2003 - March 2004
Oxford Instruments June 2000 - September 2003
Education
Becker College
Business Management
Fitchburg State University
Organizational Psychology
Marsh & McLennan Agency September 2012 - Present
The Bostonian Group January 2009 - September 2012
Fidelity Investments March 2004 - December 2008
Fidelity Investments March 2003 - March 2004
Oxford Instruments June 2000 - September 2003
Education
Becker College
Business Management
Fitchburg State University
Organizational Psychology
Shala Johnson's Fidelity Investments Experience January 2005 - October 2007
Job Kennel Tech at DogBoy's Dog Ranch
Industry Consumer Services
Experience
DogBoy's Dog Ranch January 2015 - Present
Shala Johnson June 2013 - December 2014
Playball Fit February 2013 - June 2013
Shala Johnson, Coaching January 2008 - June 2013
Playball Fit July 2012 - January 2013
TeamPlayball, Inc. March 2012 - July 2012
Fidelity Investments January 2005 - October 2007
DR Horton June 2004 - January 2005
TEXAS STATE UNIVERSITY BUSINESS SCHOOL January 2002 - May 2004
Skills
Investments, fluent in Sign Language, type 60 wpm, Well-organized, Detail-Oriented, Committed to Excellence, English grammar, Web Editing, MS Office Suite, Web-savvy, Innovative, Problem Solver, Flexible, Welcoming of Change, Microsoft Office, Marketing, Marketing Strategy, Community Outreach, Sales, Editing, Social Media
Education
Texas State University-San Marcos 2001 — 2004
BBA, Management
Baylor University - Hankamer School of Business 1998 — 2000
Management Information Systems
Midway High School, Waco, TX http://en.wikipedia.org/wiki/Midway_High_School 1994 — 1998
DogBoy's Dog Ranch January 2015 - Present
Shala Johnson June 2013 - December 2014
Playball Fit February 2013 - June 2013
Shala Johnson, Coaching January 2008 - June 2013
Playball Fit July 2012 - January 2013
TeamPlayball, Inc. March 2012 - July 2012
Fidelity Investments January 2005 - October 2007
DR Horton June 2004 - January 2005
TEXAS STATE UNIVERSITY BUSINESS SCHOOL January 2002 - May 2004
Skills
Investments, fluent in Sign Language, type 60 wpm, Well-organized, Detail-Oriented, Committed to Excellence, English grammar, Web Editing, MS Office Suite, Web-savvy, Innovative, Problem Solver, Flexible, Welcoming of Change, Microsoft Office, Marketing, Marketing Strategy, Community Outreach, Sales, Editing, Social Media
Education
Texas State University-San Marcos 2001 — 2004
BBA, Management
Baylor University - Hankamer School of Business 1998 — 2000
Management Information Systems
Midway High School, Waco, TX http://en.wikipedia.org/wiki/Midway_High_School 1994 — 1998
Karen Lewellen, PMP Karen Lewellen, PMP's Fidelity Investments Experience December 2014 - Present
Job Business Process Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2012 - December 2014
JPMorgan Chase August 2006 - July 2012
Accenture August 1998 - January 2001
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Business Process..., Requirements Analysis, Requirements Gathering, Project Management, Program Management, Visio, Software Project..., Cross-functional Team..., Operations Management, Management Consulting, Agile Project Management, Integration, Strategy, Change Management, Management, IT Strategy, PMO, Analytics, SharePoint, MS Project, Strategic Planning, Risk Management, Performance Management, Budgets, Project Delivery, Business Process, Analysis, CRM, Enterprise Architecture, Business Requirements, Project Portfolio..., Business Intelligence, Leadership, Team Building, Business Process..., Agile Methodologies, Data Analysis
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Fidelity Investments December 2014 - Present
Fidelity Investments July 2012 - December 2014
JPMorgan Chase August 2006 - July 2012
Accenture August 1998 - January 2001
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Business Process..., Requirements Analysis, Requirements Gathering, Project Management, Program Management, Visio, Software Project..., Cross-functional Team..., Operations Management, Management Consulting, Agile Project Management, Integration, Strategy, Change Management, Management, IT Strategy, PMO, Analytics, SharePoint, MS Project, Strategic Planning, Risk Management, Performance Management, Budgets, Project Delivery, Business Process, Analysis, CRM, Enterprise Architecture, Business Requirements, Project Portfolio..., Business Intelligence, Leadership, Team Building, Business Process..., Agile Methodologies, Data Analysis
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Mark (Beau) Bowman Mark (Beau) Bowman's Fidelity Investments Experience July 2015 - Present
Job Senior Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - Present
IBM April 2008 - April 2014
IBM October 2004 - April 2008
IBM March 2003 - October 2004
Adept Systems Inc. September 1999 - March 2003
Universities 1988 - 2002
IBM May 1996 - August 1999
IBM March 1995 - May 1996
IBM June 1993 - March 1995
Skills
Java, Linux, Shell Scripting, AIX, HTML, Windows, Development Management, uClinux, z/OS, OS/2, Hiring, Perl, Software Development, Unix, C++, Architecture, C, SQL, Agile, Software Engineering, Assembly, Distributed Systems, Python, Operating Systems, J2EE, Testing, Programming, Strategic Planning, Software Design, Databases, MySQL, Eclipse, Team Leadership, Security, Technical Writing, Object Oriented Design, Embedded Linux, LonWorks, Network Programming, Java Enterprise Edition, Enterprise Software
Education
Baylor University 1990 — 1994
PhD, Neuroscience
Southern Methodist University 1988 — 1989
MA, Psychology
Southern Methodist University 1982 — 1987
BAs, Biology and Psychology
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - Present
IBM April 2008 - April 2014
IBM October 2004 - April 2008
IBM March 2003 - October 2004
Adept Systems Inc. September 1999 - March 2003
Universities 1988 - 2002
IBM May 1996 - August 1999
IBM March 1995 - May 1996
IBM June 1993 - March 1995
Skills
Java, Linux, Shell Scripting, AIX, HTML, Windows, Development Management, uClinux, z/OS, OS/2, Hiring, Perl, Software Development, Unix, C++, Architecture, C, SQL, Agile, Software Engineering, Assembly, Distributed Systems, Python, Operating Systems, J2EE, Testing, Programming, Strategic Planning, Software Design, Databases, MySQL, Eclipse, Team Leadership, Security, Technical Writing, Object Oriented Design, Embedded Linux, LonWorks, Network Programming, Java Enterprise Edition, Enterprise Software
Education
Baylor University 1990 — 1994
PhD, Neuroscience
Southern Methodist University 1988 — 1989
MA, Psychology
Southern Methodist University 1982 — 1987
BAs, Biology and Psychology
Matthew Herard Matthew Herard's Fidelity Investments Experience July 2015 - Present
Job eLearning Developer
Industry Computer Games
Experience
Fidelity Investments July 2015 - Present
B. Boyle Design, Inc. March 2015 - June 2015
Covidien January 2014 - September 2014
Becker College February 2012 - May 2013
Mass Digi / Roadhouse Interactive March 2012 - May 2012
Mass Digi / Pimselur September 2011 - May 2012
Becker College January 2012 - April 2012
Skills
ActionScript, Flash, Photoshop, Illustrator, C++, Unity3D, Video Games, XNA, Mudbox, Game Programming, Programming, Maya, Zbrush, Game Design, 3D Studio Max, Computer Animation, After Effects, Character Animation, Storyboarding, Animation, Level Design, Game Development, 3D Modeling
Education
Becker College 2009 — 2013
BA in Interactive Entertainment, Computer Game Programming and Development, 3.910
Coventry High School 2005 — 2009
Diploma
Fidelity Investments July 2015 - Present
B. Boyle Design, Inc. March 2015 - June 2015
Covidien January 2014 - September 2014
Becker College February 2012 - May 2013
Mass Digi / Roadhouse Interactive March 2012 - May 2012
Mass Digi / Pimselur September 2011 - May 2012
Becker College January 2012 - April 2012
Skills
ActionScript, Flash, Photoshop, Illustrator, C++, Unity3D, Video Games, XNA, Mudbox, Game Programming, Programming, Maya, Zbrush, Game Design, 3D Studio Max, Computer Animation, After Effects, Character Animation, Storyboarding, Animation, Level Design, Game Development, 3D Modeling
Education
Becker College 2009 — 2013
BA in Interactive Entertainment, Computer Game Programming and Development, 3.910
Coventry High School 2005 — 2009
Diploma
Catherine Madrigal's Fidelity Investments Experience July 2007 - Present
Job Vice President, Communications and Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
MassMutual Financial Group January 2006 - April 2007
The Hanover Insurance Group 2005 - January 2006
Sovereign Bank 2003 - 2005
The Hanover Insurance Group 2001 - 2003
Skills
Internal Communications, Strategic Communications, Marketing Communications, Financial Services, Editing, Marketing, Sales, Customer Service, Mutual Funds
Education
Becker College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Nichols College 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments July 2007 - Present
MassMutual Financial Group January 2006 - April 2007
The Hanover Insurance Group 2005 - January 2006
Sovereign Bank 2003 - 2005
The Hanover Insurance Group 2001 - 2003
Skills
Internal Communications, Strategic Communications, Marketing Communications, Financial Services, Editing, Marketing, Sales, Customer Service, Mutual Funds
Education
Becker College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Nichols College 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Haley DeVault Haley DeVault's Fidelity Investments Experience February 2001 - August 2004
Job Corporate Counsel at Copart
Industry Law Practice
Experience
Copart May 2013 - Present
Kane Russell Coleman & Logan, PC February 2012 - May 2013
Hunton & Williams LLP October 2009 - October 2011
Haynes & Boone LLP September 2008 - September 2009
The Bassett Firm January 2006 - February 2008
Coastal Capital Corp March 2005 - January 2006
Hurst and Associates August 2004 - February 2005
Fidelity Investments February 2001 - August 2004
Education
SMU Dedman School of Law 2004 — 2008
Juris Doctor
Baylor University 1996 — 2000
Bachelor of Arts, History
Copart May 2013 - Present
Kane Russell Coleman & Logan, PC February 2012 - May 2013
Hunton & Williams LLP October 2009 - October 2011
Haynes & Boone LLP September 2008 - September 2009
The Bassett Firm January 2006 - February 2008
Coastal Capital Corp March 2005 - January 2006
Hurst and Associates August 2004 - February 2005
Fidelity Investments February 2001 - August 2004
Education
SMU Dedman School of Law 2004 — 2008
Juris Doctor
Baylor University 1996 — 2000
Bachelor of Arts, History
Eric Shalkowski Eric Shalkowski's Fidelity Investments Experience July 2014 - Present
Job Associate Software Engineer Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Katy LaBarbera cpa January 2009 - Present
Skills
Java, ASP.NET, C#, JavaScript, CSS3, HTML, Software Development, Programming, Web Development, Technical Writing, Game Design, Unity3D, SQL, C++, Visual Studio
Education
East Carolina University 2011 — 2014
Bachelor of Science (B.S.), Computer Science
Beaufort County Community College
Associates in Arts, Computer Programming
Fidelity Investments July 2014 - Present
Katy LaBarbera cpa January 2009 - Present
Skills
Java, ASP.NET, C#, JavaScript, CSS3, HTML, Software Development, Programming, Web Development, Technical Writing, Game Design, Unity3D, SQL, C++, Visual Studio
Education
East Carolina University 2011 — 2014
Bachelor of Science (B.S.), Computer Science
Beaufort County Community College
Associates in Arts, Computer Programming
Juliana Dube's Fidelity Investments Experience June 2006 - January 2009
Job
Industry Computer & Network Security
Experience
RSA, The Security Division of EMC January 2015 - Present
Lionbridge November 2011 - April 2014
Fidelity Investments June 2006 - January 2009
Fidelity Investments October 2004 - June 2006
Skills
Management, CRM, Data Analysis, Time Management, Project Management, Vendor Management, Program Management, Process Improvement, Business Analysis, Team Leadership, Microsoft Office, Customer Service, Project Planning, Quality Assurance, Cross-functional Team..., Team Building, Leadership, MS Project, Account Management, Microsoft Excel, Operations Management, PowerPoint, Recruiting
Education
Suffolk University - Sawyer Business School 2014 — 2017
Master of Business Administration (M.B.A.)/ Master of Science in Accounting
Becker College 2004 — 2008
Bachelor of Science, Business Administration
RSA, The Security Division of EMC January 2015 - Present
Lionbridge November 2011 - April 2014
Fidelity Investments June 2006 - January 2009
Fidelity Investments October 2004 - June 2006
Skills
Management, CRM, Data Analysis, Time Management, Project Management, Vendor Management, Program Management, Process Improvement, Business Analysis, Team Leadership, Microsoft Office, Customer Service, Project Planning, Quality Assurance, Cross-functional Team..., Team Building, Leadership, MS Project, Account Management, Microsoft Excel, Operations Management, PowerPoint, Recruiting
Education
Suffolk University - Sawyer Business School 2014 — 2017
Master of Business Administration (M.B.A.)/ Master of Science in Accounting
Becker College 2004 — 2008
Bachelor of Science, Business Administration
Matthew Reichert, CFE Matthew Reichert, CFE's Fidelity Investments Experience January 2012 - Present
Job Director of Finance
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Lennox International June 2009 - November 2011
Lennox International July 2008 - May 2009
Lennox International March 2007 - June 2008
Lennox International February 2006 - February 2007
Ensco plc May 2005 - January 2006
USG May 2003 - April 2005
USG January 2002 - April 2003
Skills
Financial Reporting, Forecasting, Sarbanes-Oxley Act, Auditing, Finance, Analysis, Internal Audit, Sarbanes-Oxley, Accounting, Business Strategy
Education
Baylor University - Hankamer School of Business 2011 — 2013
MBA
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Finance and Economics
Fidelity Investments January 2012 - Present
Lennox International June 2009 - November 2011
Lennox International July 2008 - May 2009
Lennox International March 2007 - June 2008
Lennox International February 2006 - February 2007
Ensco plc May 2005 - January 2006
USG May 2003 - April 2005
USG January 2002 - April 2003
Skills
Financial Reporting, Forecasting, Sarbanes-Oxley Act, Auditing, Finance, Analysis, Internal Audit, Sarbanes-Oxley, Accounting, Business Strategy
Education
Baylor University - Hankamer School of Business 2011 — 2013
MBA
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Finance and Economics
Alex Earp Alex Earp's Fidelity Investments Experience 2004 - 2006
Job Investment Adviser Compliance Executive
Industry Investment Management
Experience
Ameriprise Financial - Columbia Management Investment Advisers 2006 - 2012
Bank of America - Columbia Management Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
Deutsche Asset Management 2003 - 2004
TIAA-CREF 1995 - 2003
Advent International 1990 - 1995
Skills
Compliance, Mutual Funds, Equities, Trading, Fixed Income, SEC reporting, Private Equity, Due Diligence, Derivatives, Options, Venture Capital, ERISA, Securities, Securities Law, Securities Regulation, Closed-end Funds, Investment Compliance, Investment Advisers Act, Investment Company Act, Compliance Officers, Compliance Testing, Compliance Program..., Code of Ethics, Investment Management..., Asset Management, Alternative Investments, Hedge Funds, Investment Advisory
Education
Fordham University School of Law
J.D.
Bentley University
MST, Taxation
Baylor University - Hankamer School of Business
BBA, Accounting, Finance, Information Systems
Ameriprise Financial - Columbia Management Investment Advisers 2006 - 2012
Bank of America - Columbia Management Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
Deutsche Asset Management 2003 - 2004
TIAA-CREF 1995 - 2003
Advent International 1990 - 1995
Skills
Compliance, Mutual Funds, Equities, Trading, Fixed Income, SEC reporting, Private Equity, Due Diligence, Derivatives, Options, Venture Capital, ERISA, Securities, Securities Law, Securities Regulation, Closed-end Funds, Investment Compliance, Investment Advisers Act, Investment Company Act, Compliance Officers, Compliance Testing, Compliance Program..., Code of Ethics, Investment Management..., Asset Management, Alternative Investments, Hedge Funds, Investment Advisory
Education
Fordham University School of Law
J.D.
Bentley University
MST, Taxation
Baylor University - Hankamer School of Business
BBA, Accounting, Finance, Information Systems
Barbara Zulkiewicz Barbara Zulkiewicz's Fidelity Investments Experience November 2005 - May 2011
Job Compliance Specialist at Columbia Threadneedle Investments
Industry Legal Services
Experience
Columbia Management Investment Advisers, LLC January 2015 - Present
First Wind Energy October 2014 - December 2014
IDEXX Laboratories May 2012 - October 2014
Loomis, Sayles & Company October 2011 - February 2012
Fidelity Investments November 2005 - May 2011
Fidelity Investments June 2000 - November 2005
Fidelity Investments December 1998 - June 2005
Skills
Legal Compliance, Legal Support, Legal Services, Microsoft Office, Social Media, Excel, Editing, Event Management, Fundraising, Non-profits, Organizing, PowerPoint, Troubleshooting, Teamwork, Word, Financial Sector, Contracts Review, Attention To Detail, Able To Multi-task, Securities, Due Diligence, Microsoft Word, Microsoft Excel, Legal Assistance, Financial Services, Nonprofits
Education
Massachusetts School of Law 2010 — 2011
JD
Becker College
Paralegal certificate
Bentley College
Pension and Employee Benefits Administration
Granite State College
Bachelor of Science, Business Management
Granite State College
Associates, General Studies
Columbia Management Investment Advisers, LLC January 2015 - Present
First Wind Energy October 2014 - December 2014
IDEXX Laboratories May 2012 - October 2014
Loomis, Sayles & Company October 2011 - February 2012
Fidelity Investments November 2005 - May 2011
Fidelity Investments June 2000 - November 2005
Fidelity Investments December 1998 - June 2005
Skills
Legal Compliance, Legal Support, Legal Services, Microsoft Office, Social Media, Excel, Editing, Event Management, Fundraising, Non-profits, Organizing, PowerPoint, Troubleshooting, Teamwork, Word, Financial Sector, Contracts Review, Attention To Detail, Able To Multi-task, Securities, Due Diligence, Microsoft Word, Microsoft Excel, Legal Assistance, Financial Services, Nonprofits
Education
Massachusetts School of Law 2010 — 2011
JD
Becker College
Paralegal certificate
Bentley College
Pension and Employee Benefits Administration
Granite State College
Bachelor of Science, Business Management
Granite State College
Associates, General Studies
Jim Atkinson Jim Atkinson's Fidelity Investments Experience October 2013 - Present
Job VP at Fidelity Institutional Wealth Services
Industry Investment Management
Experience
Fidelity Investments October 2013 - Present
Linscomb & Williams June 2010 - October 2013
Fidelity Investments Institutional Brokerage Group 2000 - 2008
Education
Baylor University - Hankamer School of Business
MBA
Fidelity Investments October 2013 - Present
Linscomb & Williams June 2010 - October 2013
Fidelity Investments Institutional Brokerage Group 2000 - 2008
Education
Baylor University - Hankamer School of Business
MBA
Dean Rubsamen Dean Rubsamen's Fidelity Investments Experience 1985 - 2000
Job Director, Customer Care Center Sales at State Farm
Industry Financial Services
Experience
State Farm July 2013 - Present
State Farm Insurance December 2006 - June 2013
State Farm Insurance September 2005 - December 2006
State Farm Agent November 2001 - September 2005
USAdvisor April 2000 - April 2001
Fidelity Investments 1985 - 2000
Skills
Insurance, Term Life Insurance, Health Insurance, Universal Life, Life Insurance, Property & Casualty..., Disability Insurance, Homeowners, Fixed Annuities, Commercial Insurance, Whole Life, Long-term Care, Umbrella Insurance, Series 6, Leadership, Mutual Funds, Renters, Financial Services, Long Term Care Insurance, Strategic Planning, Sales, Permanent Life Insurance, Training
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA, Business
The University of Texas at Arlington 1983 — 1988
BBA, Marketing
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
State Farm July 2013 - Present
State Farm Insurance December 2006 - June 2013
State Farm Insurance September 2005 - December 2006
State Farm Agent November 2001 - September 2005
USAdvisor April 2000 - April 2001
Fidelity Investments 1985 - 2000
Skills
Insurance, Term Life Insurance, Health Insurance, Universal Life, Life Insurance, Property & Casualty..., Disability Insurance, Homeowners, Fixed Annuities, Commercial Insurance, Whole Life, Long-term Care, Umbrella Insurance, Series 6, Leadership, Mutual Funds, Renters, Financial Services, Long Term Care Insurance, Strategic Planning, Sales, Permanent Life Insurance, Training
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA, Business
The University of Texas at Arlington 1983 — 1988
BBA, Marketing
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Massapequa High School
Clara Choy Clara Choy's Fidelity Investments Experience September 2009 - June 2011
Job Consultant at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group June 2011 - Present
Fidelity Investments September 2009 - June 2011
Fidelity Investments February 2008 - September 2009
Skills
Process Management, Data Analysis, Business Strategy, Research, Reporting & Analysis, Quality Assurance, Training & Development, Operations Management, Microsoft Office, Process Improvement, Training, SharePoint, PMO, Business Analysis, Business Process..., Program Management, Project Management, Project Planning, Visio, Access, Microsoft Excel
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Communications
Baylor University 2003 — 2005
Psychology
Carlisle & Gallagher Consulting Group June 2011 - Present
Fidelity Investments September 2009 - June 2011
Fidelity Investments February 2008 - September 2009
Skills
Process Management, Data Analysis, Business Strategy, Research, Reporting & Analysis, Quality Assurance, Training & Development, Operations Management, Microsoft Office, Process Improvement, Training, SharePoint, PMO, Business Analysis, Business Process..., Program Management, Project Management, Project Planning, Visio, Access, Microsoft Excel
Education
The University of Texas at Arlington
Bachelor of Science (B.S.), Communications
Baylor University 2003 — 2005
Psychology
Felix Loc Felix Loc's Fidelity Investments Experience November 2010 - April 2014
Job Pension Benefits Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson June 2014 - Present
Mercer April 2014 - Present
Fidelity Investments November 2010 - April 2014
Skills
Employee Benefits, Investments, Finance, Microsoft Office
Education
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
Towers Watson June 2014 - Present
Mercer April 2014 - Present
Fidelity Investments November 2010 - April 2014
Skills
Employee Benefits, Investments, Finance, Microsoft Office
Education
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
Jackie Wuth Jackie Wuth's Fidelity Investments Experience May 2014 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments March 2012 - May 2014
Gifting Services, LLC December 2009 - November 2011
Fidelity Investments December 2003 - February 2009
Skills
Account Management, Leadership, Investments, 401k, Series 7, Management, Recruiting, Series 63, Event Planning, Mutual Funds, CRM, Finance, Insurance, Sales, Strategy
Education
Nichols College 2008 — 2011
Masters, Organizational Leadership
Becker College 2005 — 2007
Bachelors, Business Management
New York Academy for Dramatic Arts 1999 — 2001
Associates, Acting for Film
Fidelity Investments May 2014 - Present
Fidelity Investments March 2012 - May 2014
Gifting Services, LLC December 2009 - November 2011
Fidelity Investments December 2003 - February 2009
Skills
Account Management, Leadership, Investments, 401k, Series 7, Management, Recruiting, Series 63, Event Planning, Mutual Funds, CRM, Finance, Insurance, Sales, Strategy
Education
Nichols College 2008 — 2011
Masters, Organizational Leadership
Becker College 2005 — 2007
Bachelors, Business Management
New York Academy for Dramatic Arts 1999 — 2001
Associates, Acting for Film
Lindsay Tackett's Fidelity Investments Experience August 2008 - Present
Job Senior Managing Director, Fidelity Advisor 401k Relationship Management
Industry Investment Management
Experience
Fidelity Investments August 2008 - Present
Chase Investment Services Corporation May 2003 - August 2008
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Portfolio Management, Retirement, Equities, Retirement Planning, Marketing, Sales, Business Development, Account Management, Customer Service, Asset Allocation
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA, International Business and Marketing
Fidelity Investments August 2008 - Present
Chase Investment Services Corporation May 2003 - August 2008
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Management, Portfolio Management, Retirement, Equities, Retirement Planning, Marketing, Sales, Business Development, Account Management, Customer Service, Asset Allocation
Education
Baylor University - Hankamer School of Business 1999 — 2003
BBA, International Business and Marketing
Barrett Chapman, MBA Barrett Chapman, MBA's Fidelity Investments Experience February 2007 - June 2007
Job Financial Supervisor at Sysco
Industry Food & Beverages
Experience
Sysco September 2014 - Present
Sysco February 2014 - August 2014
First Command Financial Services March 2013 - February 2014
TIAA-CREF June 2007 - July 2009
Fidelity Investments February 2007 - June 2007
Skills
Investments, Mutual Funds, Finance, 401k, Team Building, Financial Advisory, Series 7, Series 66, Series 24, Insurance, Financial Analysis, Analysis, Retirement, Management, Accounting, SAP, SharePoint, Business Objects, SWMS, Fusion, Portfolio Management, Sales, Leadership, Microsoft Excel, Customer Service
Education
Xavier University 2009 — 2010
MBA, Finance, 3.58
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance
Mountain View College 2013 — 2014
Accounting Advanced Technical Certificate, Accounting
Sysco September 2014 - Present
Sysco February 2014 - August 2014
First Command Financial Services March 2013 - February 2014
TIAA-CREF June 2007 - July 2009
Fidelity Investments February 2007 - June 2007
Skills
Investments, Mutual Funds, Finance, 401k, Team Building, Financial Advisory, Series 7, Series 66, Series 24, Insurance, Financial Analysis, Analysis, Retirement, Management, Accounting, SAP, SharePoint, Business Objects, SWMS, Fusion, Portfolio Management, Sales, Leadership, Microsoft Excel, Customer Service
Education
Xavier University 2009 — 2010
MBA, Finance, 3.58
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Finance
Mountain View College 2013 — 2014
Accounting Advanced Technical Certificate, Accounting
Jennifer Capurso, CMP Jennifer Capurso, CMP's Fidelity Investments Experience October 1999 - July 2000
Job Executive Assistant at Access TCA
Industry Executive Office
Experience
Access TCA June 2013 - Present
ZyCal Bioceuticals, Inc. April 2013 - May 2013
PSMJ Resources, Inc. July 2011 - April 2012
FreeLife International March 2006 - November 2010
FreeLife International April 2006 - March 2007
Infusion Nurses Society June 2005 - April 2006
Thermo Electron Corporation April 2004 - June 2005
Archaeological Institute of America September 2000 - April 2004
Fidelity Investments October 1999 - July 2000
Ramsey Company September 1996 - October 1999
Skills
Event Planning, Event Management, Trade Shows, Budget, Sales, Budgets, Meeting Planning, Marketing, Corporate Events, Marketing Communications, Social Media Marketing, Contract Negotiation, Customer Service, Marketing Strategy, Training, Sponsorship, Strategic Planning
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), International/Global Studies
University of Phoenix 2009 — 2014
Bachelor's Degree, Business Management/Hospitality
Becker College 2002 — 2004
A.S., Executive Secretarial
Access TCA June 2013 - Present
ZyCal Bioceuticals, Inc. April 2013 - May 2013
PSMJ Resources, Inc. July 2011 - April 2012
FreeLife International March 2006 - November 2010
FreeLife International April 2006 - March 2007
Infusion Nurses Society June 2005 - April 2006
Thermo Electron Corporation April 2004 - June 2005
Archaeological Institute of America September 2000 - April 2004
Fidelity Investments October 1999 - July 2000
Ramsey Company September 1996 - October 1999
Skills
Event Planning, Event Management, Trade Shows, Budget, Sales, Budgets, Meeting Planning, Marketing, Corporate Events, Marketing Communications, Social Media Marketing, Contract Negotiation, Customer Service, Marketing Strategy, Training, Sponsorship, Strategic Planning
Education
University of Phoenix 2014 — 2016
Master of Business Administration (M.B.A.), International/Global Studies
University of Phoenix 2009 — 2014
Bachelor's Degree, Business Management/Hospitality
Becker College 2002 — 2004
A.S., Executive Secretarial
Bonnie Hamilton Bonnie Hamilton's Fidelity Investments Experience August 1998 - August 2005
Job Analyst at Nisei Oil & Gas
Industry Oil & Energy
Experience
Nisei Oil & Gas September 2011 - Present
The Clariden School August 2008 - June 2011
Fidelity Investments August 1998 - August 2005
Education
Baylor University - Hankamer School of Business 1994 — 1998
BBA, International Business and Business Broadcasting
Nisei Oil & Gas September 2011 - Present
The Clariden School August 2008 - June 2011
Fidelity Investments August 1998 - August 2005
Education
Baylor University - Hankamer School of Business 1994 — 1998
BBA, International Business and Business Broadcasting
Brian Ouellette Brian Ouellette's Fidelity Investments Experience September 2006 - November 2008
Job Client Services Manager
Industry Insurance
Experience
Clark & Lavey Benefits Solutions, Inc. 2013 - Present
Hubscrub Northern New England, LLC June 2012 - December 2013
United Healthcare June 2009 - May 2012
Fidelity Investments September 2006 - November 2008
Fidelity Investments August 2005 - September 2006
Fidelity Investments August 2001 - August 2005
Fidelity Investments October 1998 - August 2001
Fidelity Investments June 1998 - October 1998
Circuit City November 1993 - February 1998
Designs by Levi's June 1991 - November 1993
Skills
Team Building, Customer Service, Call Center, Customer Satisfaction, Customer Experience, Operations Management, Business Analysis, Problem Solving, Documentation, Quality Management, Communication Skills, Company Presentations, Business Process..., Process Control, Analytic Thinking, Change Management, Risk Management, Integrity, Strategic Thinking, Strategy Execution, Process Improvement, Software Documentation, Program Management, Data Analysis, Analysis, Outsourcing, Vendor Management, Business Development, Requirements Gathering, Training, SDLC, Visio, Six Sigma, Strategic Planning, Call Centers, Cross-functional Team..., Project Management, Management, Team Leadership, Team Management, Performance Management, Leadership, PMO, PMP, Business Process, Resource Management, Quality Assurance, Requirements Analysis, Insurance, Process Engineering
Education
Hesser College 1989 — 1989
Accountng / Business
Becker College 1988 — 1989
Clark & Lavey Benefits Solutions, Inc. 2013 - Present
Hubscrub Northern New England, LLC June 2012 - December 2013
United Healthcare June 2009 - May 2012
Fidelity Investments September 2006 - November 2008
Fidelity Investments August 2005 - September 2006
Fidelity Investments August 2001 - August 2005
Fidelity Investments October 1998 - August 2001
Fidelity Investments June 1998 - October 1998
Circuit City November 1993 - February 1998
Designs by Levi's June 1991 - November 1993
Skills
Team Building, Customer Service, Call Center, Customer Satisfaction, Customer Experience, Operations Management, Business Analysis, Problem Solving, Documentation, Quality Management, Communication Skills, Company Presentations, Business Process..., Process Control, Analytic Thinking, Change Management, Risk Management, Integrity, Strategic Thinking, Strategy Execution, Process Improvement, Software Documentation, Program Management, Data Analysis, Analysis, Outsourcing, Vendor Management, Business Development, Requirements Gathering, Training, SDLC, Visio, Six Sigma, Strategic Planning, Call Centers, Cross-functional Team..., Project Management, Management, Team Leadership, Team Management, Performance Management, Leadership, PMO, PMP, Business Process, Resource Management, Quality Assurance, Requirements Analysis, Insurance, Process Engineering
Education
Hesser College 1989 — 1989
Accountng / Business
Becker College 1988 — 1989
Douglas Fountain Douglas Fountain's Fidelity Investments Experience August 1986 - May 1988
Job Vice President/Senior Underwriter at SureTec Insurance Company
Industry Insurance
Experience
SureTec Insurance Company November 2014 - Present
Arch Insurance Group January 2008 - November 2014
SureTec Insurance Company March 2006 - December 2007
The Hartford 1997 - 2006
St Paul/Seaboard June 1990 - March 1997
Fidelity Investments August 1986 - May 1988
Skills
Underwriting, Surety Bonds, Risk Management, Bonds, Financial Analysis, Commercial Insurance, Insurance, Liability, Professional Liability, Property
Education
Baylor University 1982 — 1986
BBA, Finance
SureTec Insurance Company November 2014 - Present
Arch Insurance Group January 2008 - November 2014
SureTec Insurance Company March 2006 - December 2007
The Hartford 1997 - 2006
St Paul/Seaboard June 1990 - March 1997
Fidelity Investments August 1986 - May 1988
Skills
Underwriting, Surety Bonds, Risk Management, Bonds, Financial Analysis, Commercial Insurance, Insurance, Liability, Professional Liability, Property
Education
Baylor University 1982 — 1986
BBA, Finance
Muhammad E. Usmani's Fidelity Investments Experience June 2010 - June 2013
Job Senior Fund Accountant at Commerce Street Capital,LLC
Industry Financial Services
Experience
Commerce Street Capital,LLC June 2013 - Present
AIC Community Center September 2011 - December 2014
Fidelity Investments June 2010 - June 2013
AllianceBernstein February 2007 - April 2008
Skills
Analysis, Microsoft Excel, Strategic Planning, Account Reconciliation, Financial Services, Corporate Finance, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teaching, Photoshop, Budgets, Accounting, Linear Programming, MS Project, Access, Fund Accounting, Fund Administration, Visio, Not for Profit, Financial Analysis, Private Equity, Mutual Funds, Finance, Management, Valuation, Financial Reporting, Leadership, Financial Modeling, Process Improvement, Variance Analysis, Capital Markets, Banking, Auditing
Education
Baylor University 2014 — 2016
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor's Degree, Accounting Information System.
Commerce Street Capital,LLC June 2013 - Present
AIC Community Center September 2011 - December 2014
Fidelity Investments June 2010 - June 2013
AllianceBernstein February 2007 - April 2008
Skills
Analysis, Microsoft Excel, Strategic Planning, Account Reconciliation, Financial Services, Corporate Finance, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teaching, Photoshop, Budgets, Accounting, Linear Programming, MS Project, Access, Fund Accounting, Fund Administration, Visio, Not for Profit, Financial Analysis, Private Equity, Mutual Funds, Finance, Management, Valuation, Financial Reporting, Leadership, Financial Modeling, Process Improvement, Variance Analysis, Capital Markets, Banking, Auditing
Education
Baylor University 2014 — 2016
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor's Degree, Accounting Information System.
Caleb Jones Caleb Jones's Fidelity Investments Experience July 2006 - August 2007
Job Director, Strategic Consulting for LATAM and Global Food/CPG Accts
Industry Computer Software
Experience
PROS Pricing June 2008 - Present
Fidelity Investments July 2006 - August 2007
Royal Chitralada Palace of Thailand May 2005 - May 2006
United States Senate May 2004 - July 2004
Skills
Pricing, Pricing Strategy, Analytics, Competitive Analysis, Segmentation, Direct Sales, International Relations, International Business, Global Business..., Pricing Analysis, Business Intelligence, Business Process..., Forecasting, Business Strategy, Product Management, Strategy, Cross-functional Team..., Data Analysis, Business Planning, Business Development, CRM, Product Marketing, Market Analysis, Analysis, Marketing, Cloud Computing, Go-to-market Strategy, Solution Selling, Market Research, Management, Marketing Strategy, Enterprise Software, Management Consulting, Salesforce.com, Business Analysis, Professional Services, Start-ups, Financial Modeling, Strategic Partnerships, Process Improvement, Product Launch
Education
Norwich University 2006 — 2008
MA, International Commerce / International Economic Policy & Diplomacy
Baylor University 2001 — 2005
BA, International Studies & Biological Sciences
PROS Pricing June 2008 - Present
Fidelity Investments July 2006 - August 2007
Royal Chitralada Palace of Thailand May 2005 - May 2006
United States Senate May 2004 - July 2004
Skills
Pricing, Pricing Strategy, Analytics, Competitive Analysis, Segmentation, Direct Sales, International Relations, International Business, Global Business..., Pricing Analysis, Business Intelligence, Business Process..., Forecasting, Business Strategy, Product Management, Strategy, Cross-functional Team..., Data Analysis, Business Planning, Business Development, CRM, Product Marketing, Market Analysis, Analysis, Marketing, Cloud Computing, Go-to-market Strategy, Solution Selling, Market Research, Management, Marketing Strategy, Enterprise Software, Management Consulting, Salesforce.com, Business Analysis, Professional Services, Start-ups, Financial Modeling, Strategic Partnerships, Process Improvement, Product Launch
Education
Norwich University 2006 — 2008
MA, International Commerce / International Economic Policy & Diplomacy
Baylor University 2001 — 2005
BA, International Studies & Biological Sciences
Jeff Heaton Jeff Heaton's Fidelity Investments Experience 2004 - Present
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments October 1997 - 2000
Education
Baylor University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & International Business
Fidelity Investments 2004 - Present
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments October 1997 - 2000
Education
Baylor University 1992 — 1996
Bachelor of Business Administration (BBA), Finance & International Business
Joseph Pazera Joseph Pazera's Fidelity Investments Experience June 2013 - September 2014
Job Financial Advisor at Pazera Capital Management Inc.
Industry Financial Services
Experience
Pazera Capital Management Inc. November 2014 - Present
Fidelity Investments June 2013 - September 2014
Mattson Financial Services January 2010 - August 2011
Skills
Series 7 License, Series 66 License, Series 63 License, Portfolio Management, Financial Analysis, Management, Investments, Financial Modeling, Finance, Banking, Asset Management, Bloomberg Terminal
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Services and Planning
Pazera Capital Management Inc. November 2014 - Present
Fidelity Investments June 2013 - September 2014
Mattson Financial Services January 2010 - August 2011
Skills
Series 7 License, Series 66 License, Series 63 License, Portfolio Management, Financial Analysis, Management, Investments, Financial Modeling, Finance, Banking, Asset Management, Bloomberg Terminal
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Services and Planning
Caroline (Slockers) Harries Caroline (Slockers) Harries's Fidelity Investments Experience June 2005 - August 2005
Job Reimbursement System Specialist at Concentra
Industry Hospital & Health Care
Experience
Concentra August 2011 - Present
Concentra June 2006 - August 2011
Fidelity Investments June 2005 - August 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Financial Modeling, Finance, Due Diligence, SEC filings, Hyperion Enterprise, Accounting, Forecasting, US GAAP, General Ledger, GAAP, Sarbanes-Oxley, Hyperion, Team Building, Sales, Customer Service, Leadership, Process Improvement, Management, Strategic Planning
Education
Baylor University - Hankamer School of Business 2002 — 2006
Finance & Marketing
Concentra August 2011 - Present
Concentra June 2006 - August 2011
Fidelity Investments June 2005 - August 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Financial Modeling, Finance, Due Diligence, SEC filings, Hyperion Enterprise, Accounting, Forecasting, US GAAP, General Ledger, GAAP, Sarbanes-Oxley, Hyperion, Team Building, Sales, Customer Service, Leadership, Process Improvement, Management, Strategic Planning
Education
Baylor University - Hankamer School of Business 2002 — 2006
Finance & Marketing
Diana Myers Diana Myers's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments April 2012 - June 2014
Fidelity Investments November 2008 - January 2011
Fidelity Investments June 2006 - November 2008
Fidelity Investments May 2005 - June 2006
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65
Education
Baylor University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments April 2012 - June 2014
Fidelity Investments November 2008 - January 2011
Fidelity Investments June 2006 - November 2008
Fidelity Investments May 2005 - June 2006
Skills
Series 7, Series 24, Series 9, Series 10, Series 63, Series 65
Education
Baylor University
Bachelor of Arts (B.A.)
Lydia Hall's Fidelity Investments Experience June 2015 - Present
Job Administrative Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Baylor University August 2013 - Present
Baylor Dining Services January 2014 - April 2014
Education
Baylor University - Hankamer School of Business 2013 — 2017
Bachelors of Business Administration (MBA), Finance, General
Fidelity Investments June 2015 - Present
Baylor University August 2013 - Present
Baylor Dining Services January 2014 - April 2014
Education
Baylor University - Hankamer School of Business 2013 — 2017
Bachelors of Business Administration (MBA), Finance, General
Wendy Waggoner Wendy Waggoner's Fidelity Investments Experience June 1998 - October 2002
Job Director of Human Resources at Park Cities Baptist Church
Industry Religious Institutions
Experience
Park Cities Baptist Church October 2003 - Present
Fidelity Investments June 1998 - October 2002
The Expo Group September 1996 - June 1998
Skills
Nonprofits, Coaching, Employee Relations, Employee Benefits, Hiring Employees, New Hire Orientations, Payroll, Interviews, Benefits Administration, Employee Handbooks, Human Resources, Personnel Management, Onboarding, Hiring, Training, Workforce Planning
Education
University of North Texas 1995 — 1996
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting Information Systems
Park Cities Baptist Church October 2003 - Present
Fidelity Investments June 1998 - October 2002
The Expo Group September 1996 - June 1998
Skills
Nonprofits, Coaching, Employee Relations, Employee Benefits, Hiring Employees, New Hire Orientations, Payroll, Interviews, Benefits Administration, Employee Handbooks, Human Resources, Personnel Management, Onboarding, Hiring, Training, Workforce Planning
Education
University of North Texas 1995 — 1996
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting Information Systems
Jessica Schieffer Jessica Schieffer's Fidelity Investments Experience March 2012 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments February 2007 - March 2012
Education
Baylor University 1991 — 1996
Bachelor's Degree, Spanish Language and Literature
Fidelity Investments March 2012 - Present
Fidelity Investments February 2007 - March 2012
Education
Baylor University 1991 — 1996
Bachelor's Degree, Spanish Language and Literature
Kay Lynn Davenport Kay Lynn Davenport's Fidelity Investments Experience March 2000 - August 2005
Job Office Manager at Life Solutions of DallasFort Worth
Industry Mental Health Care
Experience
Life Solutions of Dallas-Fort Worth: Counseling & Coaching July 2010 - Present
Fidelity Investments March 2000 - August 2005
Skills
Confidentiality, Administrative..., Office Management, Office Administration
Education
Texas A&M University-Corpus Christi 1988 — 1990
Master of Science (MS), Counseling
Baylor University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Life Solutions of Dallas-Fort Worth: Counseling & Coaching July 2010 - Present
Fidelity Investments March 2000 - August 2005
Skills
Confidentiality, Administrative..., Office Management, Office Administration
Education
Texas A&M University-Corpus Christi 1988 — 1990
Master of Science (MS), Counseling
Baylor University 1978 — 1982
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Michelle Bayes Michelle Bayes's Fidelity Investments Experience March 2012 - Present
Job Financial Analyst Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
MetLife Home Loans July 2011 - March 2012
MetLife Home Loans - A Division of MetLife Bank April 2004 - July 2011
Verizon Superpages 1998 - 2003
Intuit May 1997 - August 1998
Skills
Finance, Auditing, Software Documentation, Leadership, Project Management, Essbase, Financial Analysis, Mortgage Lending, Financial Modeling, PeopleSoft, Access, Accounting, Banking, Business Analysis, Financial Planning, Management, Process Improvement, Project Planning, Risk Management, Strategic Financial...
Education
The University of Dallas 2009 — 2012
MBA, Management
Baylor University - Hankamer School of Business 1993 — 1997
BBA, Accounting
Fidelity Investments March 2012 - Present
MetLife Home Loans July 2011 - March 2012
MetLife Home Loans - A Division of MetLife Bank April 2004 - July 2011
Verizon Superpages 1998 - 2003
Intuit May 1997 - August 1998
Skills
Finance, Auditing, Software Documentation, Leadership, Project Management, Essbase, Financial Analysis, Mortgage Lending, Financial Modeling, PeopleSoft, Access, Accounting, Banking, Business Analysis, Financial Planning, Management, Process Improvement, Project Planning, Risk Management, Strategic Financial...
Education
The University of Dallas 2009 — 2012
MBA, Management
Baylor University - Hankamer School of Business 1993 — 1997
BBA, Accounting
Rick Arthur Rick Arthur's Fidelity Investments Experience 1993 - 2000
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company August 2015 - Present
24 Hour Fitness April 2015 - June 2015
Financial Services Professional on Sabbatical April 2014 - March 2015
1st Global 2011 - 2014
1st Global 2005 - 2011
1st Global 2001 - 2005
1st Global 2000 - 2001
Fidelity Investments 1993 - 2000
American Golf Corporation 1990 - 1993
ConocoPhillips 1989 - 1989
Skills
Personal Training, Corrective Exercise, Leadership, Management, Relationship Management, Strategic Planning, Securities, Financial Services, Series 7, Mutual Funds, Investments, FINRA, Retirement Planning, Financial Advisory, Series 63, Wealth Management, Series 24, Risk Management, Investment Advisory, Portfolio Management, Financial Planning, Uniform Combined State..., Asset Management, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Management/Marketing
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Management
Life Time - The Healthy Way of Life Company August 2015 - Present
24 Hour Fitness April 2015 - June 2015
Financial Services Professional on Sabbatical April 2014 - March 2015
1st Global 2011 - 2014
1st Global 2005 - 2011
1st Global 2001 - 2005
1st Global 2000 - 2001
Fidelity Investments 1993 - 2000
American Golf Corporation 1990 - 1993
ConocoPhillips 1989 - 1989
Skills
Personal Training, Corrective Exercise, Leadership, Management, Relationship Management, Strategic Planning, Securities, Financial Services, Series 7, Mutual Funds, Investments, FINRA, Retirement Planning, Financial Advisory, Series 63, Wealth Management, Series 24, Risk Management, Investment Advisory, Portfolio Management, Financial Planning, Uniform Combined State..., Asset Management, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Management/Marketing
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Management
Troy Marsden's Fidelity Investments Experience October 2005 - October 2014
Job Vice President Client Adviser
Industry Financial Services
Experience
Bessemer Trust October 2014 - Present
Fidelity Investments October 2005 - October 2014
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2001 - May 2003
Northwestern Mutual Financial Network 1999 - 2001
Skills
Investments, Equities, Series 7, Financial Services, Retirement Planning, 401k, Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Series 63, Retirement Plan..., Securities, Uniform Combined State..., Strategic Financial..., Leadership, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA, Finance
Baylor University - Hankamer School of Business 1995 — 1999
BA, Management and Marketing
Bessemer Trust October 2014 - Present
Fidelity Investments October 2005 - October 2014
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2001 - May 2003
Northwestern Mutual Financial Network 1999 - 2001
Skills
Investments, Equities, Series 7, Financial Services, Retirement Planning, 401k, Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Retirement, Investment Strategies, Series 63, Retirement Plan..., Securities, Uniform Combined State..., Strategic Financial..., Leadership, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA, Finance
Baylor University - Hankamer School of Business 1995 — 1999
BA, Management and Marketing
Hunter Hezmall's Fidelity Investments Experience June 2015 - Present
Job Investment Sales & Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - Present
Fidelity Investments July 2012 - April 2014
Congressman Bill Flores August 2011 - May 2012
Wall Drug May 2011 - June 2011
Education
Baylor University - Hankamer School of Business 2007 — 2012
BBA, Finance, Accounting
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - Present
Fidelity Investments July 2012 - April 2014
Congressman Bill Flores August 2011 - May 2012
Wall Drug May 2011 - June 2011
Education
Baylor University - Hankamer School of Business 2007 — 2012
BBA, Finance, Accounting
David LeNeveu David LeNeveu's Fidelity Investments Experience January 2012 - March 2015
Job Director, Special Markets at Torchmark Corporation Affiliates
Industry Insurance
Experience
Torchmark Corporation Affiliates March 2015 - Present
Fidelity Investments January 2012 - March 2015
CompuCom August 2007 - December 2011
Riptide Worldwide May 2007 - August 2007
Freddie Mac April 2006 - May 2007
Greyhound October 2004 - April 2006
Greyhound May 1998 - October 2004
Saxon Mortgage September 1996 - May 1998
Greyhound May 1995 - September 1996
Lomas Mortgage USA April 1992 - May 1995
Skills
Forecasting, Process Improvement, Leadership, Essbase, Budgets, Financial Analysis, Management, Financial Reporting, Financial Modeling, Analysis, Strategy, Project Management, Finance, Managerial Finance, Strategic Financial...
Education
Baylor University - Hankamer School of Business
BBA, Finance and Computer Information Systems
University of North Texas
MBA, Finance
Torchmark Corporation Affiliates March 2015 - Present
Fidelity Investments January 2012 - March 2015
CompuCom August 2007 - December 2011
Riptide Worldwide May 2007 - August 2007
Freddie Mac April 2006 - May 2007
Greyhound October 2004 - April 2006
Greyhound May 1998 - October 2004
Saxon Mortgage September 1996 - May 1998
Greyhound May 1995 - September 1996
Lomas Mortgage USA April 1992 - May 1995
Skills
Forecasting, Process Improvement, Leadership, Essbase, Budgets, Financial Analysis, Management, Financial Reporting, Financial Modeling, Analysis, Strategy, Project Management, Finance, Managerial Finance, Strategic Financial...
Education
Baylor University - Hankamer School of Business
BBA, Finance and Computer Information Systems
University of North Texas
MBA, Finance
Lee Revels Lee Revels's Fidelity Investments Experience 1993 - 1997
Job Regional Vice President @ Symetra
Industry Financial Services
Experience
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
J. Mims's Fidelity Investments Experience January 2012 - September 2012
Job Procurement Coordinator at Samsung Telecommunications America
Industry Financial Services
Experience
Samsung Telecommunications America April 2014 - Present
Real Time Resolutions, Inc. December 2012 - April 2014
Fidelity Investments January 2012 - September 2012
Robbins, Tapp and Cobb Accounting Firm May 2009 - August 2009
U.S. Kids Golf May 2008 - August 2008
Hank Haney Golf February 2008 - August 2008
YMCA January 2005 - July 2007
Locke Lord Bissell & Liddell LLP May 2006 - August 2006
Kroger May 2004 - October 2004
Skills
Microsoft Office, Sales, Marketing, Financial Analysis, Management, Public Speaking, Leadership, Social Media, Microsoft Excel, Customer Service
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Samsung Telecommunications America April 2014 - Present
Real Time Resolutions, Inc. December 2012 - April 2014
Fidelity Investments January 2012 - September 2012
Robbins, Tapp and Cobb Accounting Firm May 2009 - August 2009
U.S. Kids Golf May 2008 - August 2008
Hank Haney Golf February 2008 - August 2008
YMCA January 2005 - July 2007
Locke Lord Bissell & Liddell LLP May 2006 - August 2006
Kroger May 2004 - October 2004
Skills
Microsoft Office, Sales, Marketing, Financial Analysis, Management, Public Speaking, Leadership, Social Media, Microsoft Excel, Customer Service
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Esther Hong, PMP's Fidelity Investments Experience October 2005 - November 2006
Job
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Morgan Stanley 2012 - Present
Morgan Stanley Smith Barney January 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - January 2010
Citigroup Smith Barney December 2006 - May 2009
Fidelity Investments October 2005 - November 2006
Fidelity Charitable Services October 1999 - October 2005
Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management
Education
Harvard University 2000 — 2000
Economics
Baylor University 1994 — 1998
BBA, Finance
Greenhill School 1990 — 1994
Mazin Shukri's Fidelity Investments Experience 1999 - 2003
Job AVP Service Center at Scottrade
Industry Financial Services
Experience
Scottrade April 2013 - Present
TIAA-CREF October 2010 - April 2013
TD Ameritrade October 2008 - October 2010
Sunnyvale First Baptist Church 2006 - 2008
Bright Financial Services 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1993
Education
Baylor University - Hankamer School of Business 1998 — 2000
MBA, Business Administration
Springfield College 1979 — 1983
B.S., Business Management
Scottrade April 2013 - Present
TIAA-CREF October 2010 - April 2013
TD Ameritrade October 2008 - October 2010
Sunnyvale First Baptist Church 2006 - 2008
Bright Financial Services 2003 - 2006
Fidelity Investments 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1993
Education
Baylor University - Hankamer School of Business 1998 — 2000
MBA, Business Administration
Springfield College 1979 — 1983
B.S., Business Management
Douglas Cartwright's Fidelity Investments Experience July 2001 - July 2004
Job Portfolio Manager at Kornitzer Capital Management, Inc.
Industry Capital Markets
Experience
Kornitzer Capital Management, Inc. May 2015 - Present
Kornitzer Capital Management, Inc. May 2013 - Present
Kellogg Asset Management January 2013 - April 2013
Kellogg Asset Management March 2009 - December 2012
Kellogg Asset Management March 2009 - December 2010
Waddell & Reed June 2006 - December 2008
Fidelity Investments July 2001 - July 2004
Skills
Investments, Equities, Asset Management, Fixed Income, Securities, Bonds, Industry Analysis, Leveraged Finance, Portfolio Management, Hedge Funds, High Yield, Capital Markets, Financial Analysis, Equity Research, Financial Modeling, Mergers & Acquisitions, Credit Analysis, Equity Valuation, Valuation
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Hawk Center for Applied Security Analysis
Baylor University 1997 — 2001
BA, Business Administration
Kornitzer Capital Management, Inc. May 2015 - Present
Kornitzer Capital Management, Inc. May 2013 - Present
Kellogg Asset Management January 2013 - April 2013
Kellogg Asset Management March 2009 - December 2012
Kellogg Asset Management March 2009 - December 2010
Waddell & Reed June 2006 - December 2008
Fidelity Investments July 2001 - July 2004
Skills
Investments, Equities, Asset Management, Fixed Income, Securities, Bonds, Industry Analysis, Leveraged Finance, Portfolio Management, Hedge Funds, High Yield, Capital Markets, Financial Analysis, Equity Research, Financial Modeling, Mergers & Acquisitions, Credit Analysis, Equity Valuation, Valuation
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Hawk Center for Applied Security Analysis
Baylor University 1997 — 2001
BA, Business Administration
Joy Runte's Fidelity Investments Experience July 2000 - January 2005
Job Graduate of Baylor University School of Law
Industry Financial Services
Davin Perkins's Fidelity Investments Experience May 2007 - September 2010
Job Senior Director, Retirement Services Product Management & Consulting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
J. Lance Tison's Fidelity Investments Experience July 1993 - February 1997
Job Sr. Recruiter , Progressive Information Technologies
Industry Staffing and Recruiting
Experience
Progressive IT September 2000 - Present
Adecco 1999 - 2000
IBM Global Services February 1997 - December 1999
Fidelity Investments July 1993 - February 1997
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance / Management
Progressive IT September 2000 - Present
Adecco 1999 - 2000
IBM Global Services February 1997 - December 1999
Fidelity Investments July 1993 - February 1997
Education
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance / Management
Dona Sorrenti's Fidelity Investments Experience 2006 - December 2008
Job Quality Analyst at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group January 2009 - Present
Fidelity Investments 2006 - December 2008
Fidelity Investments 2005 - 2006
Fidelity Investments September 2004 - 2005
Education
Becker College 2007 — 2009
Bachelor of Business Administration (B.B.A.)
The Hanover Insurance Group January 2009 - Present
Fidelity Investments 2006 - December 2008
Fidelity Investments 2005 - 2006
Fidelity Investments September 2004 - 2005
Education
Becker College 2007 — 2009
Bachelor of Business Administration (B.B.A.)
Clint Hicks's Fidelity Investments Experience July 1995 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1995 - Present
Skills
401k, Pensions, Series 6, Series 63, Qualified Retirement..., Building Relationships, Series 7, Employee Benefits, Financial Services, Relationship Management, Mutual Funds
Education
Baylor University - Hankamer School of Business
Fidelity Investments July 1995 - Present
Skills
401k, Pensions, Series 6, Series 63, Qualified Retirement..., Building Relationships, Series 7, Employee Benefits, Financial Services, Relationship Management, Mutual Funds
Education
Baylor University - Hankamer School of Business
John Lachut's Fidelity Investments Experience September 2014 - Present
Job Director of Program Management Information Security & Technology Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments October 2010 - September 2014
Fidelity Investments October 2007 - October 2010
Bank of New York Mellon 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments / FMRCo. 1999 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 2004
Skills
Business Analysis, Vendor Management, Disaster Recovery, Risk Management, SDLC, ITIL, IT Strategy, Visio, PMP, Software Documentation, Program Management, Process Improvement, Enterprise Architecture, Requirements Gathering, Cross-functional Team..., Project Portfolio..., PMO, Requirements Analysis, Change Management, Project Management, Microsoft SQL Server, IT Management, Integration, Software Project...
Education
Baylor University 1991 — 1995
BBA, Management Information Systems
Baylor University - Hankamer School of Business 1991 — 1995
Bryant University 2000 — 2005
MBA, Finance
Fidelity Investments September 2014 - Present
Fidelity Investments October 2010 - September 2014
Fidelity Investments October 2007 - October 2010
Bank of New York Mellon 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments / FMRCo. 1999 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 2004
Skills
Business Analysis, Vendor Management, Disaster Recovery, Risk Management, SDLC, ITIL, IT Strategy, Visio, PMP, Software Documentation, Program Management, Process Improvement, Enterprise Architecture, Requirements Gathering, Cross-functional Team..., Project Portfolio..., PMO, Requirements Analysis, Change Management, Project Management, Microsoft SQL Server, IT Management, Integration, Software Project...
Education
Baylor University 1991 — 1995
BBA, Management Information Systems
Baylor University - Hankamer School of Business 1991 — 1995
Bryant University 2000 — 2005
MBA, Finance
Fritz Curtis's Fidelity Investments Experience September 1986 - December 1996
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2006 - Present
Columbia Management June 2004 - August 2006
American Beacon Advisors January 1997 - September 2003
Fidelity Investments September 1986 - December 1996
Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities
Education
The University of Dallas 1991 — 1994
MBA, International Mgmt
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance, Information Systems
Morgan Stanley Investment Management September 2006 - Present
Columbia Management June 2004 - August 2006
American Beacon Advisors January 1997 - September 2003
Fidelity Investments September 1986 - December 1996
Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities
Education
The University of Dallas 1991 — 1994
MBA, International Mgmt
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance, Information Systems
Evan Rogers's Fidelity Investments Experience January 1993 - December 1995
Job Owner of Trading Coaches LLC
Industry Financial Services
Experience
Forex Capital Markets July 2009 - August 2011
fxcm January 2008 - July 2009
fxcm June 2007 - January 2009
FXCM June 2005 - June 2007
FOL solutions January 2001 - June 2005
1800daytrade.com January 1996 - January 2000
Fidelity Investments January 1993 - December 1995
Skills
FX trading, Employee Engagement, Customer Acquisition, Customer Retention, Leadership Development, Sales Management
Education
University of North Texas 1993 — 1995
Finance
Baylor University 1991 — 1993
Finance
Forex Capital Markets July 2009 - August 2011
fxcm January 2008 - July 2009
fxcm June 2007 - January 2009
FXCM June 2005 - June 2007
FOL solutions January 2001 - June 2005
1800daytrade.com January 1996 - January 2000
Fidelity Investments January 1993 - December 1995
Skills
FX trading, Employee Engagement, Customer Acquisition, Customer Retention, Leadership Development, Sales Management
Education
University of North Texas 1993 — 1995
Finance
Baylor University 1991 — 1993
Finance
Jason Poff's Fidelity Investments Experience March 2001 - September 2005
Job President at Ursus Wealth Management
Industry Investment Management
Experience
LPL Financial January 2014 - Present
Ursus Wealth Management January 2014 - Present
Merrill Lynch October 2010 - January 2014
Chase Investment Services Corp. September 2005 - October 2010
Fidelity Investments March 2001 - September 2005
Janus Capital Group November 2000 - March 2001
Merrill Lynch July 1999 - November 2000
Skills
Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Fixed Income, 401k, Trading, Insurance, Finance, Financial Advisory, Securities, Series 7
Education
Baylor University 1996 — 1999
BBA, Finance
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor, Finance
Brazosport College 1994 — 1996
Associate's degree, General Studies
LPL Financial January 2014 - Present
Ursus Wealth Management January 2014 - Present
Merrill Lynch October 2010 - January 2014
Chase Investment Services Corp. September 2005 - October 2010
Fidelity Investments March 2001 - September 2005
Janus Capital Group November 2000 - March 2001
Merrill Lynch July 1999 - November 2000
Skills
Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Fixed Income, 401k, Trading, Insurance, Finance, Financial Advisory, Securities, Series 7
Education
Baylor University 1996 — 1999
BBA, Finance
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor, Finance
Brazosport College 1994 — 1996
Associate's degree, General Studies
J. Freeman's Fidelity Investments Experience June 1995 - May 1997
Job Senior Technology Manager and Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Dimensional Fund Advisors June 2006 - Present
Invesco Aim July 1998 - June 2006
Invesco Ltd. July 1998 - June 2006
Houston Community College August 1998 - May 2001
North Lake College August 1997 - July 1998
First USA May 1996 - July 1998
Fidelity Investments June 1995 - May 1997
Fidelity Investments November 1993 - June 1995
Skills
Mutual Funds, Portfolio Management, Investment Management, Investments, Securities, Bonds, Equities, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Trading, Asset Management, Alternative Investments, Asset Managment, Series 7, ETFs, Wealth Management, Risk Management, Bloomberg, Charles River IMS, Eagle PACE, Relationship Management, Investment Advisory, Financial Analysis, Visual Basic, Visual Studio, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Dynamics, Microsoft Exchange, Oracle, UC4, Autosys, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Microsoft Windows 98, Series 63, C#, Money Market Funds, Gigabit Ethernet, Cisco VPN, SCCM, VoIP, IP, PC
Education
Liberty University 2015 — 2017
Doctor of Business Administration, International Business
The University of Dallas 1994 — 1996
MBA, Finance
Baylor University - Hankamer School of Business 1991 — 1993
BBA, Marketing
Lisa Six's Fidelity Investments Experience November 2011 - November 2011
Job Retired
Industry Financial Services
Experience
Fidelity Investments November 2011 - November 2011
Fidelity Investments 1987 - 2010
Fidelity Investments 1987 - 2009
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Information Systems
Fidelity Investments November 2011 - November 2011
Fidelity Investments 1987 - 2010
Fidelity Investments 1987 - 2009
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Information Systems
Lisa Colvard's Fidelity Investments Experience May 2014 - Present
Job Senior Project Manager at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - May 2014
Fidelity Investments May 2009 - December 2011
Fidelity Investments June 2008 - May 2009
Fidelity Investments June 2000 - June 2008
Fidelity Investments October 1997 - June 2000
Fidelity Investments June 1995 - October 1997
Fidelity Investments August 1993 - June 1995
Skills
Project Management, Requirements Analysis, Analysis, Project Planning, Financial Services, Business Analysis, Relationship Management, Requirements Gathering, 401k, Business Requirements, Vendor Management, Management Consulting, Process Improvement, Visio, Defined Benefit, Mutual Funds, Series 7, Risk Management, Employee Benefits
Education
The University of Texas at Arlington - College of Business 1989 — 1993
BBA, Marketing, Finance
Baylor University 1987 — 1988
Fidelity Investments May 2014 - Present
Fidelity Investments January 2012 - May 2014
Fidelity Investments May 2009 - December 2011
Fidelity Investments June 2008 - May 2009
Fidelity Investments June 2000 - June 2008
Fidelity Investments October 1997 - June 2000
Fidelity Investments June 1995 - October 1997
Fidelity Investments August 1993 - June 1995
Skills
Project Management, Requirements Analysis, Analysis, Project Planning, Financial Services, Business Analysis, Relationship Management, Requirements Gathering, 401k, Business Requirements, Vendor Management, Management Consulting, Process Improvement, Visio, Defined Benefit, Mutual Funds, Series 7, Risk Management, Employee Benefits
Education
The University of Texas at Arlington - College of Business 1989 — 1993
BBA, Marketing, Finance
Baylor University 1987 — 1988
Janet Gregg's Fidelity Investments Experience July 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - June 2014
Fidelity Investments May 2007 - January 2012
Grace Community Church January 2002 - March 2005
The Gregg Group, Inc January 1997 - January 2004
AmSan 1999 - 2000
Butler International January 1999 - December 1999
Progress Energy February 1992 - September 1997
Texas Instruments May 1982 - February 1992
Education
Baylor University 1978 — 1982
BBA, Information Systems
COLLEGE Baylor University
Information Systems
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - June 2014
Fidelity Investments May 2007 - January 2012
Grace Community Church January 2002 - March 2005
The Gregg Group, Inc January 1997 - January 2004
AmSan 1999 - 2000
Butler International January 1999 - December 1999
Progress Energy February 1992 - September 1997
Texas Instruments May 1982 - February 1992
Education
Baylor University 1978 — 1982
BBA, Information Systems
COLLEGE Baylor University
Information Systems
Carolyn Furtado's Fidelity Investments Experience November 2005 - April 2006
Job Project Manager II at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable October 2012 - Present
National Technical Systems February 2008 - October 2012
National Technical Systems December 2006 - February 2008
Fidelity Investments November 2005 - April 2006
Skills
Program Management, Testing, Process Improvement, Software Documentation, Management, MS Project, Project Planning, Requirements Analysis, Microsoft Office, Cross-functional Team..., Project Management, Budgets, Aerospace, Telecommunications, Quality Assurance, Performance Metrics, Microsoft Project
Education
Sadhana Yoga School 2013 — 2014
Yoga Teacher Training Certificate, Yoga Teacher Training/Yoga Therapy
Becker College 2000 — 2004
Bachelors of Science, Marketing
Comcast Cable October 2012 - Present
National Technical Systems February 2008 - October 2012
National Technical Systems December 2006 - February 2008
Fidelity Investments November 2005 - April 2006
Skills
Program Management, Testing, Process Improvement, Software Documentation, Management, MS Project, Project Planning, Requirements Analysis, Microsoft Office, Cross-functional Team..., Project Management, Budgets, Aerospace, Telecommunications, Quality Assurance, Performance Metrics, Microsoft Project
Education
Sadhana Yoga School 2013 — 2014
Yoga Teacher Training Certificate, Yoga Teacher Training/Yoga Therapy
Becker College 2000 — 2004
Bachelors of Science, Marketing
Naomi Magoon's Fidelity Investments Experience February 2007 - October 2008
Job Benefits Operations Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt June 2009 - Present
Fidelity Investments February 2007 - October 2008
Fidelity Investments December 2004 - February 2007
Fidelity Investments January 2004 - December 2004
Fidelity Investments September 2000 - January 2004
Education
Niagara University 1993 — 1995
Becker College 1992 — 1993
Aon Hewitt June 2009 - Present
Fidelity Investments February 2007 - October 2008
Fidelity Investments December 2004 - February 2007
Fidelity Investments January 2004 - December 2004
Fidelity Investments September 2000 - January 2004
Education
Niagara University 1993 — 1995
Becker College 1992 — 1993
Beth Wimberly's Fidelity Investments Experience May 1999 - 2009
Job Grade 5 Math/Science Teacher at Ware Public Schools
Industry Primary/Secondary Education
Experience
Ware Public Schools June 2012 - Present
Seven Hills Charter Public School July 2011 - June 2012
Pakachoag Elementary School September 2009 - May 2011
North Brookfield Elementary School August 2009 - June 2010
Fidelity Investments May 1999 - 2009
Putnam Investments 1996 - 1999
Skills
Classroom Instruction, Curriculum Design, Mathematics, Teaching, Science Education, Classroom Management, Algebra, Elementary Education, Lesson Planning, Curriculum Development, Educational Technology, Classroom, Differentiated..., Mathematics Education, Instructional Technology, Special Education, Tutoring, Smartboard, Education
Education
Lesley University 2013 — 2015
Master’s Degree, M.Ed. Mathematics Education
Becker College 2008 — 2011
Bachelor of Arts, Elementary Education
Worcester Polytechnic Institute 1999 — 2000
Client Server Certificate
Boston University 1987 — 1989
Computer Science
Ware Public Schools June 2012 - Present
Seven Hills Charter Public School July 2011 - June 2012
Pakachoag Elementary School September 2009 - May 2011
North Brookfield Elementary School August 2009 - June 2010
Fidelity Investments May 1999 - 2009
Putnam Investments 1996 - 1999
Skills
Classroom Instruction, Curriculum Design, Mathematics, Teaching, Science Education, Classroom Management, Algebra, Elementary Education, Lesson Planning, Curriculum Development, Educational Technology, Classroom, Differentiated..., Mathematics Education, Instructional Technology, Special Education, Tutoring, Smartboard, Education
Education
Lesley University 2013 — 2015
Master’s Degree, M.Ed. Mathematics Education
Becker College 2008 — 2011
Bachelor of Arts, Elementary Education
Worcester Polytechnic Institute 1999 — 2000
Client Server Certificate
Boston University 1987 — 1989
Computer Science
Vicki Arner's Fidelity Investments Experience January 2012 - Present
Job Communication Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments January 2001 - May 2011
Skills
Series 63, Series 6, Requirements Gathering, Outstanding time..., Multi Tasking
Education
Becker College 2006 — 2008
BA, Business Administration
Quinsigamond Community College 1992 — 1995
Associate's degree, Early Childhood Education and Teaching
Becker College
Fidelity Investments January 2012 - Present
Fidelity Investments January 2001 - May 2011
Skills
Series 63, Series 6, Requirements Gathering, Outstanding time..., Multi Tasking
Education
Becker College 2006 — 2008
BA, Business Administration
Quinsigamond Community College 1992 — 1995
Associate's degree, Early Childhood Education and Teaching
Becker College
Steven Sledge's Fidelity Investments Experience January 2010 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments July 1993 - February 2009
Education
Baylor University - Hankamer School of Business 1987 — 1990
BBA, Management/Marketing
Fidelity Investments January 2010 - Present
Fidelity Investments July 1993 - February 2009
Education
Baylor University - Hankamer School of Business 1987 — 1990
BBA, Management/Marketing
Diana Wilkinson's Fidelity Investments Experience 1992 - 2002
Job IT Manager
Industry Computer Software
Experience
Fidelity Investments 1992 - 2002
Zale Corporation 1984 - 1992
Education
Baylor University - Hankamer School of Business 2000 — 2002
MBA, Business
Fidelity Investments 1992 - 2002
Zale Corporation 1984 - 1992
Education
Baylor University - Hankamer School of Business 2000 — 2002
MBA, Business
Doug Mills's Fidelity Investments Experience November 1994 - July 2006
Job Senior Director at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting August 2006 - Present
Fidelity Investments November 1994 - July 2006
Ernst & Young August 1989 - November 1994
Education
Baylor University
BBA, Accounting
Texas Christian University - M.J. Neeley School of Business
Riveron Consulting August 2006 - Present
Fidelity Investments November 1994 - July 2006
Ernst & Young August 1989 - November 1994
Education
Baylor University
BBA, Accounting
Texas Christian University - M.J. Neeley School of Business
Catherine Burkholder's Fidelity Investments Experience Senior Business AnalystSun Life of Canada1975 - 1999
Job Senior Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior Business AnalystSun Life of Canada1975 - 1999
Sun Life of Canada 1975 - 1999
Education
Becker College 2000 — 2003
Bachelors Degree, Management
Fidelity Investments Senior Business AnalystSun Life of Canada1975 - 1999
Sun Life of Canada 1975 - 1999
Education
Becker College 2000 — 2003
Bachelors Degree, Management
Denise Toscano's Fidelity Investments Experience October 2009 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Ball Financial Services April 2007 - April 2009
Fidelity Investments July 2006 - April 2007
Webster Five Cents Savings Bank May 2000 - May 2004
Education
Becker College
BS, Business Administration
Fidelity Investments October 2009 - Present
Ball Financial Services April 2007 - April 2009
Fidelity Investments July 2006 - April 2007
Webster Five Cents Savings Bank May 2000 - May 2004
Education
Becker College
BS, Business Administration
Brooke Cartwright's Fidelity Investments Experience August 2005 - September 2007
Job Independant Agent at Kingdom Magic Vacations
Industry Music
Experience
Kingdom Magic Vacations July 2012 - Present
Cartwright household October 2007 - Present
Private Flute Lessons October 2007 - Present
Fidelity Investments August 2005 - September 2007
DaimlerChrysler June 2003 - July 2005
Skills
Financial Analysis, Disney, Microsoft Excel, Management, Outlook, Social Media, Microsoft Office, Customer Satisfaction, Customer Service, Marketing, Process Improvement, Sales, Training, Social Media Marketing, Cruise Lines, Social Networking, Leadership
Education
Baylor University 1998 — 2003
Bacnelor of Arts, Corporate Communications and Public Relations
Kingdom Magic Vacations July 2012 - Present
Cartwright household October 2007 - Present
Private Flute Lessons October 2007 - Present
Fidelity Investments August 2005 - September 2007
DaimlerChrysler June 2003 - July 2005
Skills
Financial Analysis, Disney, Microsoft Excel, Management, Outlook, Social Media, Microsoft Office, Customer Satisfaction, Customer Service, Marketing, Process Improvement, Sales, Training, Social Media Marketing, Cruise Lines, Social Networking, Leadership
Education
Baylor University 1998 — 2003
Bacnelor of Arts, Corporate Communications and Public Relations
Erin Hodges's Fidelity Investments Experience December 2012 - Present
Job Audit Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2012 - Present
Old Mutual Asset Management May 2011 - December 2012
Bain Capital 2010 - 2011
Ernst & Young 2008 - 2010
Skills
Training, Internal Audit
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments December 2012 - Present
Old Mutual Asset Management May 2011 - December 2012
Bain Capital 2010 - 2011
Ernst & Young 2008 - 2010
Skills
Training, Internal Audit
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
George Schuster MBA's Fidelity Investments Experience 1989 - 1992
Job Financial Analyst
Industry Accounting
Experience
Robert Half Finance & Accounting 2001 - 2001
Columbian Financial Group 1994 - 1998
US Treasury 1996 - 1997
Fidelity Investments 1989 - 1992
American Federal Bank FSB 1986 - 1989
Center for the Advancement of Economic Analysis 1984 - 1985
Skills
Financial Analysis
Education
Baylor University
MBA
Boston University Questrom School of Business
BSBA
Harvard University
CSS, Graduate Certificate in Administration and Management
Robert Half Finance & Accounting 2001 - 2001
Columbian Financial Group 1994 - 1998
US Treasury 1996 - 1997
Fidelity Investments 1989 - 1992
American Federal Bank FSB 1986 - 1989
Center for the Advancement of Economic Analysis 1984 - 1985
Skills
Financial Analysis
Education
Baylor University
MBA
Boston University Questrom School of Business
BSBA
Harvard University
CSS, Graduate Certificate in Administration and Management
Brooke Staples's Fidelity Investments Experience August 2001 - December 2002
Job Neuroscience Specialist, Otsuka America Pharmaceutical, Inc.
Industry Pharmaceuticals
Experience
Otsuka America Pharmaceutical, Inc. November 2009 - Present
Wyeth Pharmaceuticals April 2003 - October 2009
Fidelity Investments August 2001 - December 2002
Arlington ISD August 2000 - July 2001
Education
University of Medicine and Dentistry of New Jersey 2007 — 2009
MS, Health Systems
Baylor University 1996 — 2000
BA, Classics
Otsuka America Pharmaceutical, Inc. November 2009 - Present
Wyeth Pharmaceuticals April 2003 - October 2009
Fidelity Investments August 2001 - December 2002
Arlington ISD August 2000 - July 2001
Education
University of Medicine and Dentistry of New Jersey 2007 — 2009
MS, Health Systems
Baylor University 1996 — 2000
BA, Classics
Joyce Lu's Fidelity Investments Experience November 2006 - May 2007
Job Member of Technical Staff at PayPal
Industry Computer Software
Experience
PayPal April 2013 - Present
Apple Inc. August 2012 - February 2013
Sabre Holdings September 2010 - June 2012
Southwest Airlines February 2009 - September 2010
American Airlines April 2007 - August 2008
Fidelity Investments November 2006 - May 2007
HealthMarkets March 2004 - September 2006
i2 Technologies August 2000 - October 2002
Skills
Java Enterprise Edition, Spring, Software Development, SOA, Object Oriented Design, Java, Tomcat, Websphere, Oracle, UML, Agile Methodologies, JBoss Application Server, PL/SQL, Weblogic, Microsoft SQL Server
Education
Baylor University 1998 — 2000
MS, MIS (Information Systems)
Baylor University - Hankamer School of Business 1996 — 1998
MS, Economics
PayPal April 2013 - Present
Apple Inc. August 2012 - February 2013
Sabre Holdings September 2010 - June 2012
Southwest Airlines February 2009 - September 2010
American Airlines April 2007 - August 2008
Fidelity Investments November 2006 - May 2007
HealthMarkets March 2004 - September 2006
i2 Technologies August 2000 - October 2002
Skills
Java Enterprise Edition, Spring, Software Development, SOA, Object Oriented Design, Java, Tomcat, Websphere, Oracle, UML, Agile Methodologies, JBoss Application Server, PL/SQL, Weblogic, Microsoft SQL Server
Education
Baylor University 1998 — 2000
MS, MIS (Information Systems)
Baylor University - Hankamer School of Business 1996 — 1998
MS, Economics
Duane Reynolds's Fidelity Investments Experience May 2010 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments October 2006 - December 2009
Glotel February 2006 - October 2006
HealthMarkets December 1997 - January 2006
Skills
JCL, Agile Methodologies, Sales, XML, Requirements Analysis, COBOL, SDLC, Software Development, Process Improvement, Business Analysis, SQL, Microsoft SQL Server
Education
Baylor University - Hankamer School of Business 1978 — 1983
BBA, Management, Entrepreneurship, ISY
Fidelity Investments May 2010 - Present
Fidelity Investments October 2006 - December 2009
Glotel February 2006 - October 2006
HealthMarkets December 1997 - January 2006
Skills
JCL, Agile Methodologies, Sales, XML, Requirements Analysis, COBOL, SDLC, Software Development, Process Improvement, Business Analysis, SQL, Microsoft SQL Server
Education
Baylor University - Hankamer School of Business 1978 — 1983
BBA, Management, Entrepreneurship, ISY
Kevin Niethamer's Fidelity Investments Experience April 1986 - May 1988
Job Senior Executive Sales Consultant at GSK
Industry Pharmaceuticals
Experience
GlaxoSmithKline May 1989 - Present
Paine Webber June 1988 - May 1989
Fidelity Investments April 1986 - May 1988
Conquest Associates June 1985 - April 1986
United States Marine Corps June 1983 - August 1983
Skills
Selling Skills, Financial Analysis, Business, Cardiology, Pharmaceutical Sales, Neurology, Pharmaceutical Industry, Endocrinology, Managed Care, Oncology, Brokerage, Selling, Rheumatology, Gastroenterology, Sales Operations, Urology, Sales Presentations, Dermatology, Pulmonology, Allergy, Psychiatry, Hospital Sales, Sales Process, Sales Effectiveness, Product Launch, Leadership, Strategic Planning, Marketing, Healthcare, Sales
Education
Baylor University 1980 — 1985
B.S., Psychology
GlaxoSmithKline May 1989 - Present
Paine Webber June 1988 - May 1989
Fidelity Investments April 1986 - May 1988
Conquest Associates June 1985 - April 1986
United States Marine Corps June 1983 - August 1983
Skills
Selling Skills, Financial Analysis, Business, Cardiology, Pharmaceutical Sales, Neurology, Pharmaceutical Industry, Endocrinology, Managed Care, Oncology, Brokerage, Selling, Rheumatology, Gastroenterology, Sales Operations, Urology, Sales Presentations, Dermatology, Pulmonology, Allergy, Psychiatry, Hospital Sales, Sales Process, Sales Effectiveness, Product Launch, Leadership, Strategic Planning, Marketing, Healthcare, Sales
Education
Baylor University 1980 — 1985
B.S., Psychology
Sarah Hixson's Fidelity Investments Experience May 2010 - Present
Job Sales and Marketing Professional
Industry Marketing and Advertising
Experience
Fidelity Investments May 2010 - Present
Education
Baylor University 2005 — 2009
BBA, International Business, Entrepreneurship
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (BBA), International Business and Entrepreneurship
Fidelity Investments May 2010 - Present
Education
Baylor University 2005 — 2009
BBA, International Business, Entrepreneurship
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (BBA), International Business and Entrepreneurship
Jessica Taskin's Fidelity Investments Experience July 2011 - Present
Job Senior Director, Service Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments January 2008 - July 2011
Fidelity Investments August 2002 - January 2008
Fidelity Investments July 2000 - August 2002
BankBoston / FleetBoston Financial 1998 - 2000
Skills
Series 7, Series 63, Series 99, Wealth Management, Financial Services, Investments, Securities, Mutual Funds, Equities, Fixed Income, Operational Efficiency, Process Efficiency, Business Analysis, Project Management, Management
Education
Becker College
Fidelity Investments July 2011 - Present
Fidelity Investments January 2008 - July 2011
Fidelity Investments August 2002 - January 2008
Fidelity Investments July 2000 - August 2002
BankBoston / FleetBoston Financial 1998 - 2000
Skills
Series 7, Series 63, Series 99, Wealth Management, Financial Services, Investments, Securities, Mutual Funds, Equities, Fixed Income, Operational Efficiency, Process Efficiency, Business Analysis, Project Management, Management
Education
Becker College
Brendan M Hall's Fidelity Investments Experience June 2015 - Present
Job Vice President at Fidelity Investments, Client Services
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
Fidelity Investments December 2007 - January 2015
Fidelity Investments February 2006 - December 2007
Skills
Strategic Leadership, Global Strategy, Innovative Problem..., Organizational Structure, Account Reconciliation
Education
Nichols College 2003 — 2005
MBA, Business Administration
Becker College 1993 — 1998
Business Administration
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
Fidelity Investments December 2007 - January 2015
Fidelity Investments February 2006 - December 2007
Skills
Strategic Leadership, Global Strategy, Innovative Problem..., Organizational Structure, Account Reconciliation
Education
Nichols College 2003 — 2005
MBA, Business Administration
Becker College 1993 — 1998
Business Administration
Joseph Laborio's Fidelity Investments Experience February 2000 - November 2001
Job Data Center Educational Specialist, NorthEast Region 4017895735 ext.5553
Industry Information Technology and Services
Experience
Schneider Electric June 2011 - Present
Schneider Electric April 2010 - June 2011
J & J Jewelry Exchange June 2005 - December 2009
Citizens Investment Services January 2002 - May 2005
Fidelity Investments February 2000 - November 2001
Skills
Data Center Optimization, Precious Metals Trading, Gemolgy, Equity Trading, Options Strategies, Lead Generation, Guerrilla Marketing, Energy Management
Education
Southern Connecticut State University 1997 — 2000
Bachelor of Science, Business Administration, Finance
Becker College 1995 — 1997
Associate of Science (A.S.), Accounting
Schneider Electric June 2011 - Present
Schneider Electric April 2010 - June 2011
J & J Jewelry Exchange June 2005 - December 2009
Citizens Investment Services January 2002 - May 2005
Fidelity Investments February 2000 - November 2001
Skills
Data Center Optimization, Precious Metals Trading, Gemolgy, Equity Trading, Options Strategies, Lead Generation, Guerrilla Marketing, Energy Management
Education
Southern Connecticut State University 1997 — 2000
Bachelor of Science, Business Administration, Finance
Becker College 1995 — 1997
Associate of Science (A.S.), Accounting
Mitchell Sharrock's Fidelity Investments Experience March 2012 - Present
Job Fixed Income Specialist
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Education
Baylor University 2007 — 2011
Bachelor of Business Administration (B.B.A.)
Fidelity Investments March 2012 - Present
Education
Baylor University 2007 — 2011
Bachelor of Business Administration (B.B.A.)
Sarah Houdek's Fidelity Investments Experience 1985 - 1988
Job Program Coordinator
Industry Marketing and Advertising
Experience
Lewisville ISD 2006 - 2013
Lake Dallas ISD 2000 - 2005
Brierley & Partners 1988 - 1990
Fidelity Investments 1985 - 1988
Skills
Community Outreach, Nonprofits, Event Planning, Volunteer Management, Fundraising, Dreamweaver, Newsletters, Program Development, Organization, Grant Writing, Web Design
Education
Baylor University
Bachelor of Arts, Business, Journalism
Lewisville ISD 2006 - 2013
Lake Dallas ISD 2000 - 2005
Brierley & Partners 1988 - 1990
Fidelity Investments 1985 - 1988
Skills
Community Outreach, Nonprofits, Event Planning, Volunteer Management, Fundraising, Dreamweaver, Newsletters, Program Development, Organization, Grant Writing, Web Design
Education
Baylor University
Bachelor of Arts, Business, Journalism
Lauri Hooper's Fidelity Investments Experience 1994 - 1997
Job Sr. HRIS Analyst at Houghton Mifflin Harcourt
Industry Publishing
Experience
Houghton Mifflin Harcourt August 2007 - Present
Houghton Mifflin Harcourt 2002 - 2007
Houghton Mifflin Harcourt 1999 - 2002
Houghton Mifflin Harcourt 1997 - 1999
Fidelity Investments 1994 - 1997
Skills
ADP E-Time, ADP Enterprise, ADP Health and Welfare, MCSE for NT 4, Process Design, Project Management, HRIS, Human Resources, Requirements Analysis, Test Planning, Data Analysis, Problem Solving
Education
Baylor University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Houghton Mifflin Harcourt August 2007 - Present
Houghton Mifflin Harcourt 2002 - 2007
Houghton Mifflin Harcourt 1999 - 2002
Houghton Mifflin Harcourt 1997 - 1999
Fidelity Investments 1994 - 1997
Skills
ADP E-Time, ADP Enterprise, ADP Health and Welfare, MCSE for NT 4, Process Design, Project Management, HRIS, Human Resources, Requirements Analysis, Test Planning, Data Analysis, Problem Solving
Education
Baylor University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Duane Reynolds's Fidelity Investments Experience
Job
Industry
Experience
Fidelity Investments
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Baylor University - Hankamer School of Business 1978 — 1982
Bachelor of Business Administration (BBA)
Fidelity Investments
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Baylor University - Hankamer School of Business 1978 — 1982
Bachelor of Business Administration (BBA)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank