Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Caleb Wilkerson Caleb Wilkerson Greater St. Louis Area Details
Caleb Wilkerson's Fidelity Investments Experience June 2014 - August 2014
Job Consulting Intern at Point B
Industry Management Consulting
Experience
Point B  June 2015 - Present
Southern Illinois University Edwardsville  August 2012 - Present
Fidelity Investments   June 2014 - August 2014

Skills
Customer Service, Leadership, Business Strategy, Problem Solving, Teamwork, Financial Analysis, Microsoft Office, Public Speaking, Analytics, Interpersonal..., Emotional Intelligence, Vlookup, Social Media, Management, Time Management, Event Planning, Fundraising, Social Networking, Strategic Planning, MS Excel Pivot Tables, Econometrics, Sales, Nonprofits

Education
Southern Illinois University, Edwardsville   2012 — 2016
Business Economics and Finance, Psychology minor

Festus High School   2008 — 2012
College Preparatory Deploma

Ryan Gahler Ryan Gahler Dallas/Fort Worth Area Details
Ryan Gahler's Fidelity Investments Experience June 2005 - December 2006
Job Senior Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  December 2006 - Present
Fidelity Investments   June 2005 - December 2006
Trans Market Group- Chicago Board of Trade   January 2004 - May 2004
Westcott Group- Chicago Mercantile Exchange   January 2001 - January 2004

Skills
Negotiation, Series 7, Series 63, Building Relationships, Sales, Bonds, Fixed Income Portfolio..., Series 65, Securities, Bloomberg

Education
Southern Illinois University, Carbondale
Business/Corporate Communications

University of Wisconsin-Whitewater
General Studies

William Rainey Harper Community College
Accounting and Finance

Penny Mitchell Penny Mitchell Dallas/Fort Worth Area Details
Penny Mitchell's Fidelity Investments Experience June 2003 - October 2012
Job Communications Consultant at Wells Fargo
Industry Financial Services
Experience
Veritude/Fidelity Investments  March 2015 - May 2015
Prudential Retirement  October 2012 - September 2014
Fidelity Investments   June 2003 - October 2012
Fidelity Investments   November 1998 - June 2003

Skills
Series 63, Series 6, Retirement Solutions, Financial Services, Strategic Communications, 401k, Investments, Retirement, Fixed Annuities, Mutual Funds, Project Management, Retirement Planning

Education
Southern Arkansas University   1987 — 1991
Bachelor of Business Administration

Don T. Camillo Don T. Camillo Menlo Park, California Details
Don T. Camillo's Fidelity Investments Experience 1991 - 1996
Job Principal at NewCap Partners
Industry Financial Services
Experience
NewCap Partners   January 2013 - Present
Various Companies  January 2010 - Present
Natixis Global Associates  November 2007 - December 2009
Charles Schwab  April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets   June 2006 - March 2007
GLG Council of Advisors   April 2005 - March 2007
BrokerageAmerica, Inc.   November 2000 - April 2005
Credit Suisse First Boston  October 1999 - October 2000
E*Trade  February 1996 - September 1999
Fidelity Investments   1991 - 1996

Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options

Education
Southern Methodist University   1986 — 1990
B.A., Economics

John L. Miller Great Neck North High School

Temi Layeni Temi Layeni Houston, Texas Details
Temi Layeni's Fidelity Investments Experience March 2013 - December 2013
Job Student, University of Houston, C.T Bauer College of Business | MSACCY
Industry Accounting
Experience
KPMG  June 2015 - August 2015
BDO USA, LLP  January 2015 - April 2015
Fidelity Investments   March 2013 - December 2013
Southern Arkansas University  January 2010 - December 2011

Skills
Trading, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Access, Series 7, Series 63, Microsoft Office, Financial Reporting, Mutual Funds, Stocks, Finance, Leadership, Financial Analysis

Education
University of Houston   2014 — 2016
Master of Science (MS), Accounting

Southern Arkansas University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Elizabeth Baldree Elizabeth Baldree Jacksonville, Florida Details
Elizabeth Baldree's Fidelity Investments Experience November 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present

Skills
Series 7, Series 63

Education
Southern Illinois University, Edwardsville   2007 — 2010
Bachelor of Science, Business Administration

David Spero David Spero West Palm Beach, Florida Details
David Spero's Fidelity Investments Experience May 2002 - Present
Job Director, Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2002 - Present

Skills
Series 7, FINRA, CFP

Education
Southern Methodist University   1998 — 2002
Bachelor's degree, Economics

Alexander Siems Alexander Siems United States Details
Alexander Siems's Fidelity Investments Experience May 2013 - November 2013
Job Student at Southern Methodist University
Industry Computer Software
Experience
Southwest Airlines  May 2015 - August 2015
Grouplet   January 2014 - March 2015
Fidelity Investments   May 2013 - November 2013

Skills
C++, JavaScript, Programming, Java, Agile Methodologies, CSS, PHP, Unix, Linux, Testing, HTML, Software Development, Terminal, MySQL, Databases, SAS, Hadoop, Data Mining, Data Analysis, SQL

Education
Southern Methodist University   2012 — 2016
Bachelor’s Degree, Computer Science

Southern Methodist University   2012 — 2016
Master’s Degree, Applied Statistics and Data Analytics (MASDA)

Creekview High School   2008 — 2012

Hasan Goode Hasan Goode Greater Boston Area Details
Hasan Goode's Fidelity Investments Experience July 2014 - Present
Job Disbursements Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   January 2013 - November 2014
Fidelity Investments   April 2012 - January 2013
Work Opportunities Unlimited  October 2009 - April 2012
Liberty Tax Service  January 2009 - April 2009
AlliedBarton Security Services  January 2007 - November 2008
Boston Public Schools  January 2004 - August 2006

Skills
Management Consulting, Teaching, Collaborative Working, Case Management, Social Services, Public Speaking, Microsoft Office, Leadership Development, Training, Resume Writing, Employee Benefits, Payroll, Coaching, Community Outreach, Customer Service, Human Resources, Management, Team Building, Conflict Resolution

Education
Southern Connecticut State University   1997 — 2002
Bachelor of Science, Sociology

Harvard University Graduate School of Education
Master of Liberal Arts, Mathematics

Jonas Levy Jonas Levy Dallas, Texas Details
Jonas Levy's Fidelity Investments Experience 2004 - 2005
Job PartnerDirector of Investments and Development at Silverado Interests
Industry Financial Services
Experience
Silverado Interests   July 2014 - Present
Silverado Interests   July 2012 - June 2014
Silverado Interests   2012 - July 2012
Behringer Harvard  2011 - 2012
Behringer Harvard  2008 - 2011
J.P. Morgan   2006 - 2008
Fidelity Investments   2004 - 2005

Skills
Real Estate Private..., Private Equity, Mergers & Acquisitions, Capital Markets, Acquisitions, Investments, Financial Modeling, Finance, Real Estate Financing, Real Estate Development, Real Estate Transactions, Strategy, Leadership, Financial Structuring, Joint Ventures, Due Diligence, Financial Analysis, Alternative Investments, Management, Commercial Real Estate, Mergers, Portfolio Management, Investor Relations, Investment Properties, Corporate Finance, Real Estate Economics, Asset Management, Valuation, Real Estate, Strategic Planning, Venture Capital, Entrepreneurship, Sales

Education
Southern Methodist University   2010 — 2012
MBA, Alternative Assets, Corporate Finance, Energy Finance, Investment Management

Brooke Awtry Brooke Awtry Keller, Texas Details
Brooke Awtry's Fidelity Investments Experience September 2014 - Present
Job Senior Client Services Representative, Private Donor Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   August 2013 - September 2014
Brand Protection Agency  March 2013 - August 2013
Merge Boutique   November 2010 - June 2013

Skills
Creative Writing, Spanish, Microsoft Office, Email Marketing, Social Media Marketing, Customer Escalation..., Customer Service, Fashion, Visual Arts, Retail Sales, Accounts Payable, Journalism, Events Coordination, Pianist, Problem Solving, Salesforce.com

Education
Southern Methodist University   2010 — 2013
Bachelor of Arts, English

Westlake Academy

Lori Klump Lori Klump Dallas/Fort Worth Area Details
Lori Klump's Fidelity Investments Experience 1987 - 1989
Job Product Management Leader | Strategy | Governance | Technology | Portfolio Management
Industry Hospital & Health Care
Experience
DaVita  June 2014 - Present
Volunteer  October 2013 - June 2014
VHA  January 2000 - April 2013
VHA  1993 - 2000
Fidelity Investments   1987 - 1989

Skills
Healthcare Information..., Program Management, Agile Methodologies, Enterprise Software, Business Intelligence, Product Management, Management, Leadership, Project Management, Strategic Planning, Software Development, SaaS, Vendor Management, Quality Assurance, Business Analysis, IT Strategy, SDLC, Process Improvement, Cross-functional Team..., Business Process..., Integration, Business Process, Governance, CRM

Education
University of North Texas
Bachelor of Business Administration

Southern Methodist University
Graduate Certificate of Marketing

Helen B. Chandler Helen B. Chandler Dallas/Fort Worth Area Details
Helen B. Chandler's Fidelity Investments Experience January 1986 - January 2002
Job English Faculty at Brookhaven College
Industry Higher Education
Experience
Brookhaven College  August 2008 - Present
4D Equipment & Services   August 2007 - September 2011
Fidelity Investments   January 1986 - January 2002

Skills
Writing and Editing, Research Methods, Presentation/Lecture..., Classroom and One:One..., Blackboard, Instructional Technology, Client Expectations..., Relationship Management, Operations Management, Non-profit Boards and..., Certified Non-profit...

Education
The University of Texas at Dallas   2002 — 2011
PhD (ABD), Arts & Humanities

Southern Methodist University
Master of Liberal Studies, Studies in Literature

Texas A&M University   1980 — 1983
Bachelor of Science, Sociology and Management

Isaac Rodriguez Isaac Rodriguez Englewood, Colorado Details
Isaac Rodriguez's Fidelity Investments Experience 2009 - Present
Job Process Innovation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2009 - Present

Skills
Series 7, Series 63, Investments, Mutual Funds, Financial Services, Equities, Start-up Environment, Securities, Risk Management, Leadership, Finance, Microsoft Office

Education
Southern Methodist University   2006 — 2009
Bachelor of Arts (B.A.), Economics

Sharyland High School   2001 — 2005

Chloe Chen Chloe Chen Austin, Texas Area Details
Chloe Chen's Fidelity Investments Experience June 2010 - August 2010
Job Audit Senior at KPMG
Industry Accounting
Experience
KPMG  October 2013 - Present
Deloitte  September 2012 - October 2013
Deloitte  January 2011 - March 2011
Fidelity Investments   June 2010 - August 2010
RuffaloCODY  September 2008 - May 2010
TPV Technology   May 2009 - August 2009

Skills
Research, Microsoft Excel, Internal Controls, Accounting, Competitive Analysis

Education
The University of Texas at Austin - The Red McCombs School of Business   2011 — 2012
Master in Professional Accounting, Accounting

Southern Methodist University   2007 — 2010
Bachelor of Business Administration, Financial Consulting, Chinese

Devin Mullennix Devin Mullennix Dallas, Texas Details
Devin Mullennix's Fidelity Investments Experience May 2012 - August 2012
Job Technical Analyst at Evercore
Industry Information Technology and Services
Experience
Evercore  July 2015 - Present
Clients First Business Solutions  January 2014 - November 2014
Panther Energy Company, LLC  June 2013 - September 2013
Fidelity Investments   May 2012 - August 2012
Panther Energy Company, LLC  June 2011 - August 2011

Skills
C++ Language, Object Oriented Design, Managing Database, Microsoft Word, Microsoft Excel, PowerPoint, Spiceworks, Java, XML, Matlab, Windows, iOS, Linux, Active Directory, IT Management, Computer Science, Computer Hardware, Microprocessors, Ultimate Frisbee, Downhill Skiing, Technical Support, Troubleshooting, OS X, Windows 7

Education
Southern Methodist University   2009 — 2013
Bachelor of Science (BS), Computer Science

Thomas Hirsch Thomas Hirsch San Francisco Bay Area Details
Thomas Hirsch's Fidelity Investments Experience December 1993 - June 2000
Job Principal, IBP Associates, LLC.
Industry Information Technology and Services
Experience
IBP Associates, LLC.   December 2001 - Present
Visa  2010 - March 2012
US Bank  January 2004 - March 2009
US Bank  April 2002 - January 2004
Comdisco  January 2001 - January 2002
Storability, Inc.   July 2000 - December 2000
Fidelity Investments   December 1993 - June 2000
Sprint  March 1988 - December 1993
Texas Instruments  July 1984 - March 1988
Geosource, Inc.   February 1982 - July 1984

Skills
Risk Management, Program Management, IT Operations, Disaster Recovery, IT Management, Business Continuity, Vendor Management, IT Strategy, Data Center, ITIL, Infrastructure, Security, Integration, Virtualization, IT Service Management

Education
Southern Illinois University, Carbondale   1980 — 1981
Bachelor of Science (B.S.), Geology

Claire Fitzpatrick Claire Fitzpatrick Dallas/Fort Worth Area Details
Claire Fitzpatrick's Fidelity Investments Experience March 2014 - August 2015
Job Graduate Student at University of Texas at Dallas
Industry Market Research
Experience
Fidelity Investments   March 2014 - August 2015
Fidelity Investments   June 2013 - August 2015
Research Now  April 2012 - June 2013
Axiometrics  2010 - 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Questionnaire Design, Marketing Research, Outlook, Mintel, Leadership, SPSS, Analytics, Data Analysis, Market Research, Marketing

Education
The University of Texas at Dallas   2015 — 2016
Master’s Degree, Marketing

Southern Methodist University   2010 — 2012
Bachelor of Arts, Advertising

Bruce Robidou Bruce Robidou Dallas/Fort Worth Area Details
Bruce Robidou's Fidelity Investments Experience March 2014 - Present
Job Testing and Reporting Customer Service
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
Fidelity Investments   December 2013 - February 2014
EPRI  March 2013 - September 2013
Clarus Glassboards LLC  May 2012 - January 2013
Gaylord Entertainment  November 2011 - April 2012
First Baptist Church Maryville   January 2009 - September 2011
SIU Edwardsville Athletics   July 2008 - May 2010
KYOO Radio Inc.   December 2006 - March 2008

Skills
Microsoft Office, InDesign, Photoshop, Event Management, Press Releases, Event Planning, Public Relations, Social Media, Word, Public Speaking, PowerPoint, Writing, Excel, Customer Relations, Sports, Marketing, Advertising, Microsoft Excel, Microsoft Word, Customer Service, Management, Coaching

Education
Southern Illinois University, Edwardsville   2008 — 2010
Masters of Science and Education, Kinesiology; Sports Administration

Southwest Baptist University   2002 — 2007
Bachelor of Science, Sports Management

Gustavo Nicolalde Gustavo Nicolalde Dallas/Fort Worth Area Details
Gustavo Nicolalde's Fidelity Investments Experience April 2008 - December 2011
Job Insurance Agent at Kemper Corporation
Industry Financial Services
Experience
Kemper Corporation  January 2013 - Present
The Waffle House   January 2012 - January 2013
Self-Employed Freelance Technical Writer  December 2011 - June 2012
FIDELITY INVESTMENTS   April 2008 - December 2011
The Hills Church  January 2006 - April 2008
NATIONAL SEMICONDUCTOR  January 2000 - January 2005
NILOTEX CO   January 1996 - January 2000

Skills
Customer Relations, Process Improvement, Word, Operations Management, Microsoft Office, Budgeting, Customer Service, Market Research, Editing, Coaching, Event Planning, Public Relations, Event Management, Account Management, Logistics, Purchasing, Export Controls, Import/Export, Compliance, Legal Compliance, Mutual Funds, Bilingual-Spanish, Social Media, Financial Analysis, Budgets, Human Resources, Entrepreneurship, Training, Microsoft Word, Spanish, Business Strategy, Public Speaking, Finance, Leadership, Sales, Sales Operations, Strategic Planning, Team Building

Education
Texas A&M University-Commerce   2011 — 2013
MBA, Finance

Southern Methodist University   2012 — 2012
Graduate, Finance and Marketing Certification

Army Polytechnic School
B.A, Business Administration; Finance

Southern Methodist University   2012 — 2012
Certificate, Entrepreneurial and Small Business Operations

Kris McCabe Kris McCabe San Francisco Bay Area Details
Kris McCabe's Fidelity Investments Experience 2008 - 2010
Job National Director Sales and Marketing at Advisor Partners
Industry Financial Services
Experience
Advisor Partners, LLC  November 2012 - Present
Wealthfront Inc.  October 2010 - September 2011
Fidelity Investments   2008 - 2010
Fidelity Investments   2000 - 2008
Fidelity Investments   1999 - 2000
Fidelity Investments   1996 - 2000
Joseph Stevens  1995 - 1996
Paine Webber  1993 - 1995
Sikorsky Aircraft  1992 - 1993

Skills
Risk Management, Management Consulting, Business Development, Strategic Planning, Financial Services, Management, Contract Negotiation, Team Building, Project Management, Analysis, Business Strategy, Relationship Management, Vendor Management, Business Analysis, Analytics, Series 7, Hedge Funds, Sales, Portfolio Management, Recruiting

Education
MBA - Boston University, School of Management   1997 — 2000
MBA, Entrepreneurial Studies

Southern Connecticut State University   1988 — 1992
BS, Accounting

Financial Licenses 7, 24, 63

Charles Fowler Charles Fowler Dallas/Fort Worth Area Details
Charles Fowler's Fidelity Investments Experience November 1992 - June 1995
Job Student at UT Dallas
Industry Commercial Real Estate
Experience
Student  May 2014 - Present
Manhattan Software  September 2012 - May 2014
Charles Fowler - Self Employed   July 2011 - September 2012
Cencor Realty   June 2008 - July 2011
Office Depot  July 2005 - June 2008
CB Richard Ellis  November 2001 - July 2005
IBM  February 2000 - November 2001
Accenture  June 1995 - February 2000
Fidelity Investments   November 1992 - June 1995

Skills
Lease Administration, Project Management, Real Estate, Leases, Shopping Centers, Property Management, Portfolio Management, Tenant, Asset Management, Corporate Real Estate, Commercial Real Estate, Property, Retail, Real Estate Transactions, Brokerage, Management, Acquisitions, Real Estate Development, Financial Analysis, Asset Managment, Negotiation, Contract Negotiation, Real Estate Economics, Budgets, Business Intelligence, Strategy, Financial Reporting, Due Diligence, Business Development, Analysis, Disposition, Investment Properties, Valuation, Access, Location Intelligence, Facilities Management, Consulting

Education
Southern Methodist University
Bachelors of Business Administration, Finance

Jack C. Hankins, Corby Jack C. Hankins, Corby Dallas, Texas Details
Jack C. Hankins, Corby's Fidelity Investments Experience 1995 - 1997
Job Sr. Vice President at ISC Group, Inc. Wealth Management
Industry Financial Services
Experience
ISC Group, Inc.   September 1998 - Present
Wolf Pack Partners, LLC   December 2009 - Present
Fidelity Investments   1995 - 1997

Skills
Public Speaking, Wealth, Fixed Annuities, IRAs, Investments, Retirement, Qualified Retirement..., Wealth Management, Financial Advisory, FINRA, Securities, Long-term Care, Financial Services, Strategic Financial..., Life Insurance, Retirement Planning

Education
The University of New Mexico   1992 — 1994
BBA, Finance, Marketing

Tyler Junior College   1990 — 1991
Associates of Arts, Interdisciplinary Studies

Grand Saline High School   1985 — 1989
Honor Graduate

Southern Methodist University
non-degree program, Executive Education Series

Bill Coldwell Bill Coldwell Providence, Rhode Island Details
Bill Coldwell's Fidelity Investments Experience May 2012 - Present
Job PMO Leader
Industry Information Technology and Services
Experience
Fidelity Investments   May 2012 - Present
Saunders & Associates  August 2009 - November 2010
Automobile Club of Southern California  December 2003 - November 2006
Keane  April 2002 - December 2003
EDS  April 1999 - October 2001
MCI Systemhouse  October 1991 - April 1999

Skills
Vendor Management, Infrastructure, Business Process..., Program Management, PMO, Forecasting, Process Improvement, IT Management, IT Strategy, Project Management, Business Analysis, MS Project, Project Planning, Project Delivery

Education
Southern Methodist University   2008 — 2009
Certificate of Financial Planning

University of New Brunswick   1972 — 1977

Chris Geddie, CFP ® Chris Geddie, CFP ® Dallas/Fort Worth Area Details
Chris Geddie, CFP ®'s Fidelity Investments Experience May 1998 - April 2005
Job
Industry Financial Services
Experience
Lockton Retirement Services  May 2015 - Present
Mutual of America  April 2005 - May 2015
Fidelity Investments   May 1998 - April 2005

Skills
Sales, 401k, Mutual Funds, Certified Financial..., Retirement Planning, Series 63, Retirement, Series 7, Wealth Management, Start-ups, Nonprofits, Chartered Retirement...

Education
Southern Methodist University   2008 — 2009
Certificate Program In Financial Planning

Southern Methodist University - Cox School of Business   2002 — 2004
MBA

The University of Texas at Austin   1994 — 1998
BS

Adam Ping Adam Ping Cincinnati Area Details
Adam Ping's Fidelity Investments Experience 2008 - 2009
Job NonProfit Management/Youth Ministry/Customer Service
Industry Nonprofit Organization Management
Experience
Matthew 25: Ministries  December 2014 - Present
Groupon  2014 - 2015
Vineyard Christian Fellowship  2013 - 2015
Ares Sportswear  2012 - 2013
Ohio City Community Church of God   2010 - 2012
Lifetouch  May 2010 - September 2010
Stark County Educational Service Center  2009 - 2010
Fidelity Investments   2008 - 2009
Calvary Church  2008 - 2009
YMCA Par 3 Home of the First Tee   2006 - 2008

Skills
Team Management, Team Building, Team Leadership, Customer Engagement, Microsoft Office, Typing 60 WPM, Staff Supervision, Systems Management, Account Management, Conflict Resolution, Volunteer Management, Fundraising, Community Outreach, Management, Customer Service, Leadership, Communication, Event Planning, Social Networking, Public Speaking, Nonprofits, Leadership Development, Coaching, Teaching, Strategic Planning, Microsoft Excel, Training

Education
Liberty University   2012 — 2016
Master of Business Administration (M.B.A.), Marketing

Southeastern University   2005 — 2008
Bachelor of Science (B.S.), Practical Theology, 3.07

University of Mount Union   2004 — 2005
Communications

Daniel Whittle Daniel Whittle Dallas/Fort Worth Area Details
Daniel Whittle's Fidelity Investments Experience September 2011 - Present
Job Internal Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   September 2011 - Present
Merrill Lynch  September 2010 - September 2011
Wachovia  April 2006 - September 2010
AMS Production Group  2005 - 2006

Education
Southern Methodist University   2001 — 2005
B.S., Biochemistry, Mathematics

Carolyn Rodeno Carolyn Rodeno Greater Los Angeles Area Details
Carolyn Rodeno's Fidelity Investments Experience 1993 - 1997
Job Marketing Communications/Social Media Contributor at Stortiz
Industry Marketing and Advertising
Experience
Storitz   June 2015 - Present
Broadridge  2014 - Present
Hey Baby Inc.   December 2002 - May 2006
Candy Ford Model Management   March 1998 - January 2001
Northeastern University  1996 - 1998
Fidelity Investments   1993 - 1997
Rapp Collins Worldwide (Omnicom company)   1991 - 1993

Skills
Marketing, Marketing Communications, Newsletters, Social Media Marketing, Social Media, Public Relations, Online Marketing, Event Management, Marketing Strategy, Direct Marketing, Management, Online Advertising, Event Planning, Sales, Budgets, Fundraising, Advertising, Entrepreneurship, Trade Shows, Integrated Marketing, Strategic Partnerships, Nonprofits, Digital Media, New Media, Publicity, Promotions, Non-profits, Media Relations, Corporate Communications, Community Outreach, Social Marketing

Education
Southern Methodist University   1988 — 1990
Bachelor of Arts, Communications

University of Arizona   1986 — 1988
Communication, Public Relations, Business Administration

Helen R. Peters, MBA Helen R. Peters, MBA Dallas/Fort Worth Area Details
Helen R. Peters, MBA's Fidelity Investments Experience July 2011 - June 2013
Job Legal I.T. Consultant at Legal Workspace
Industry Legal Services
Experience
Consumer Services Industry   June 2013 - February 2015
Fidelity Investments   July 2011 - June 2013
AIGB - True Results  September 2009 - July 2010
Snyder's of Hanover - Lance   October 2007 - September 2009
AIGB - True Results  May 2007 - October 2007
Campbell Soup Company  February 2005 - May 2007
Campbell Soup Company  January 2003 - December 2004
Campbell Soup Company  February 2001 - January 2003

Skills
Marketing Strategy, Sales Management, Business Development, Employee Training, Employee Engagement, Operations Management, Branding & Identity, Compliance, Research, Account Management, B2B, CRM, Forecasting, Leadership, Management, Marketing, New Business Development, Retail, Sales, Sales Operations, Training

Education
Southern Methodist University   2014 — 2014
Graduate Paralegal Certificate (GPA 3.9)

Texas Woman's University   2001 — 2004
MBA (GPA 3.9), Business Administration

Texas Woman's University   1997 — 2000
BBA, Marketing

Ben McNamara Ben McNamara Dallas/Fort Worth Area Details
Ben McNamara's Fidelity Investments Experience September 2008 - December 2009
Job Senior Communication Consultant at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt  May 2014 - Present
Xerox HR Services  March 2010 - May 2014
Fidelity Investments   September 2008 - December 2009
Diversified Investment Advisors  October 2006 - September 2008
Fidelity Investments   March 2002 - October 2006
KPMG  May 1999 - March 2002
EDS (now HP Enterprise Services)   September 1998 - April 1999
Automotive Service Association  November 1995 - September 1998

Skills
Retirement, Benefits, Outsourcing, Investments, Employee Benefits, Internal Communications, Defined Benefit, Writing, Management, CRM, Strategy, Strategic Communications, Strategic Planning, Change Management, Project Management, Business Development, Leadership

Education
Southern Methodist University   1991 — 1995
Bachelor of arts, political science

Cris Navarro Cris Navarro Greater Boston Area Details
Cris Navarro's Fidelity Investments Experience July 2010 - April 2015
Job Office Manager, Assistant to Certified Financial Professionals at Applied Capital Management
Industry Financial Services
Experience
Applied Capital Management   April 2015 - Present
Fidelity Investments   July 2010 - April 2015
Universal Sales/Ozark Circuits   May 2009 - April 2010
Allegro Technology Resources   March 2003 - April 2009
Toppan Electronics   March 2002 - March 2003
Isola Laminate Systems   August 1995 - November 2002
Parlex Corporation  January 1994 - August 1995
NTI  1987 - 1990
NTI  1987 - 1990
NTI  1987 - 1990

Skills
Process Improvement, Six Sigma, Cross-functional Team..., Product Development, Strategic Planning, Program Management, Product Management, Manufacturing, Business Strategy, Management, Continuous Improvement, Lean Manufacturing, Sales Management, Leadership, Team Building, Pricing, Sales, Forecasting, Process Engineering, Competitive Analysis, Operations Management, New Business Development, Microsoft Office, Troubleshooting, Customer Service, Microsoft Excel

Education
Southern Illinois University, Carbondale   1983 — 1986
BS, Industrial Technology

Nicole Spaulding Nicole Spaulding Greater Boston Area Details
Nicole Spaulding's Fidelity Investments Experience January 2008 - June 2010
Job Associate Director of Payoffs at Merchants Fleet Management
Industry Financial Services
Experience
Merchants Fleet Management  March 2015 - Present
Merchants Fleet Management  December 2011 - March 2015
FIDELITY INVESTMENTS   January 2008 - June 2010
Fidelity Investments   January 2005 - January 2008
Fidelity Investments   January 2003 - January 2004
Fidelity Investments   January 2001 - January 2003
Fidelity Investments   January 1998 - January 2000

Skills
Expenses, Payments, Risk, Vendor, Accounting, Financial Risk, Process Improvement, Business Analysis, Management, Vendors, Procurement, Risk Management, Vendor Management, Change Management, Leadership, Program Management

Education
Southern Connecticut State University
Bachelor of Science, Finance

Josh Mietelski, MBA Josh Mietelski, MBA Greater Detroit Area Details
Josh Mietelski, MBA's Fidelity Investments Experience July 2012 - Present
Job Workplace Financial Consultant
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Creative Planning Inc.  February 2012 - August 2012
Fidelity Investments   January 2007 - April 2011
Fidelity Investments   November 2003 - January 2007
Fidelity Investments   September 1999 - November 2003

Skills
Wealth Management, Investment Management, Charities, Business, Strategic Financial..., Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Retirement Planning, Investments, Series 63, Asset Managment, Estate Planning, Investment Strategies, Pensions, 401k, Insurance, Employee Benefits, Retirement, Financial Services

Education
University of Michigan - Stephen M. Ross School of Business   2009 — 2011
Master of Business Administration (MBA), Executive Management

Southern Connecticut State University   1995 — 1999
BS, Sociology/Criminology

Glen Amason Glen Amason Dallas/Fort Worth Area Details
Glen Amason's Fidelity Investments Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade  2013 - Present
Boy Scouts of America - Troop 366   1986 - Present
Fidelity Investments   2012 - 2013
Denton Bible Church  2011 - 2013
BB&T  2011 - 2011
The Botsford Group  2010 - 2010
First Dallas Financial Group, Inc.   2009 - 2010
Charles Schwab  2007 - 2009
Bank of America  2006 - 2007
Sally Beauty Company, Inc   2005 - 2006

Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM

Education
Southern Arkansas University
Master of Business Administration (M.B.A.)

Southern Arkansas University
Bachelor's Degree, Finance

Texas A&M University

Terry Thompkins, CFP®, CLU®, ADPA® Terry Thompkins, CFP®, CLU®, ADPA® Dallas/Fort Worth Area Details
Terry Thompkins, CFP®, CLU®, ADPA®'s Fidelity Investments Experience December 1996 - October 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2009 - Present
Fidelity Investments   December 1996 - October 2009
Great Southern Life   August 1994 - December 1996

Skills
Retirement Planning, Estate Planning, Investments, Fixed Annuities, 401k, Investment Strategies, Insurance, Financial Services, Finance, Life Insurance, Retirement, Asset Allocation, Securities, IRAs, High Net Worth..., Small Business, Portfolio Construction, Portfolio Analysis, Financial Advisory, Strategic Planning, Wealth Strategies, Wealth Planning, Portfolio Management

Education
College of Financial Planning   2010 — 2011
ADPA(sm), Accredited Domestic Partnership Advisor certification

The American College   2008 — 2009
CLU, Insurance and Annuities

College of Financial Planning   2004 — 2005
CFP®, Financial Planning Certification

Southern Methodist University   1989 — 1993
BFA, Theater

Amy Rossi Amy Rossi Merrimack, New Hampshire Details
Amy Rossi's Fidelity Investments Experience July 2010 - June 2013
Job Executive Assistant at Solidscape, high precision 3D printers
Industry Computer Hardware
Experience
Solidscape, Inc.   May 2015 - Present
Fidelity Investments   July 2010 - June 2013
UnitedHealth Group  November 2006 - July 2010
Bernstein Shur  April 2004 - July 2006

Skills
Visio, Administrative..., Outlook, Microsoft Excel, PowerPoint, Travel Arrangements, PeopleSoft, Microsoft Office, Microsoft Word, Spreadsheets, SharePoint, Calendaring, Calendars, Event Planning, Expenses, Time Management, Confidentiality, Onboarding, Office Administration, Telephone Skills, Administration, Access, Data Entry

Education
Southern New Hampshire University   2002 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General

Southern Illinois University, Edwardsville
Bachelor's degree

Danny Salinas Danny Salinas Dallas/Fort Worth Area Details
Danny Salinas's Fidelity Investments Experience June 2015 - Present
Job Investment Data Analytics Analyst at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   June 2015 - Present
JPMorgan Chase & Co.   December 2014 - May 2015
JPMorgan Chase & Co.   August 2013 - December 2014
JPMorgan Chase & Co.   July 2012 - August 2013
US Army  July 2002 - January 2008

Skills
R, C++, SPSS, Access, Matlab, Microsoft Excel, SQL, Statistical Modeling, Data Analysis, Probability, Statistics, Mathematics, Leadership, VBA, Bloomberg, Research, Forecasting, Management

Education
Southern Methodist University
Master of Science (M.S.), Operations Research

Tarleton State University
Bachelor of Science (B.S.), Mathematics

Derek Phanekham Derek Phanekham Dallas/Fort Worth Area Details
Derek Phanekham's Fidelity Investments Experience May 2012 - August 2012
Job Graduate Student and Teaching Assistant
Industry Computer Software
Experience
Southern Methodist University  August 2015 - Present
SMU Lyle School of Engineering CSE Department  January 2013 - May 2015
Lockheed Martin  May 2013 - August 2013
Southern Methodist University  December 2011 - January 2013
Fidelity Investments   May 2012 - August 2012

Skills
C++, R, Java, CSS, Programming, JavaScript, HTML 5, OS X, SQL, Git, HTML, PHP, jQuery, C, Objective-C, Web Development, Python, MySQL, User Interface Design, XML, Photoshop, Linux

Education
Southern Methodist University   2011 — 2015
Bachelor's, Computer Science and Mathematics

Southern Methodist University   2012 — 2015
Bachelor's, Computer Science, Junior

Ed Byrd Ed Byrd Dallas/Fort Worth Area Details
Ed Byrd's Fidelity Investments Experience January 2008 - March 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  October 2014 - Present
TD Ameritrade  April 2013 - October 2014
TD Ameritrade  April 2009 - April 2013
Fidelity Investments   January 2008 - March 2009
Fidelity Investments   January 2006 - January 2008
Fidelity Investments   September 2004 - January 2006
Nova Group  April 2003 - April 2004
Fort Worth Weekly  January 2002 - April 2003

Skills
Series 7, Series 63, Uniform Combined State..., Asset Allocation, Mutual Funds, Securities, 401k, Investment Advisory, FINRA, Wealth Management, Retirement Planning, Retirement, Investment Strategies, Strategic Financial..., Investments, Options, Equities

Education
Southern Methodist University   2013 — 2013
Certificate of Financial Planning

Texas Christian University   1997 — 2002
BA, History

Grapevine High School

Mike C. Matthews, Jr. Mike C. Matthews, Jr. Dallas/Fort Worth Area Details
Mike C. Matthews, Jr.'s Fidelity Investments Experience December 2012 - March 2015
Job CEO at Carr Matthews Group, LLC
Industry Information Technology and Services
Experience
Carr Matthews Group, LLC   May 2015 - Present
JournalDump.com   January 2015 - Present
Fidelity Investments   December 2012 - March 2015
Fidelity Investments   July 2011 - December 2012
University of Maryland Eastern Shore  January 2010 - May 2011
Coppin State University  June 2010 - July 2010
Jacksonville State University  May 2009 - July 2009
University of Maryland Eastern Shore  June 2008 - July 2008

Skills
Public Speaking, Leadership Development, Programming, People Skills, Thinking Outside The Box, IBM Mainframe, Critical Thinking, Creative Problem Solving, Troubleshooting, Speech Writing, Strategic Thinking, Design Thinking, Oral & Written..., Think Tank, Customer Service, Strategic Planning, Mainframe, Mainframe Storage, z/OS, REXX, SMS, People Development, GDPS XRC, JCL, strategic, C++, ISMF, People-oriented, Photoshop, RTD, HSM, HDS HUR, Agile, Leadership, Event Planning, Mentoring, Applied Research, Marketing, Relationship Building, Innovation Consulting, Client Retention..., Strategic Partner..., Microsoft Office, Research, Microsoft Excel, Microsoft Word, Java, Agile Methodologies, JIRA, Strategy

Education
Southern Methodist University
Creative Writing

University of Maryland Eastern Shore   2007 — 2011
Bachelor's Degree, Computer Science, 3.4

Liesl Malone, PHR Liesl Malone, PHR Greater Boston Area Details
Liesl Malone, PHR's Fidelity Investments Experience February 2012 - May 2014
Job HR, Process Excellence, Change Management
Industry Human Resources
Experience
Accenture  March 2015 - Present
Fidelity Investments   February 2012 - May 2014
Accenture  2010 - 2012
Ametek  2007 - 2009
Textron Systems  May 2006 - December 2007
Great Works Internet (GWI)   2001 - 2006

Skills
Change Management, Talent Management, Business Readiness, Technical Writing, Information Technology..., Human Resources..., Training & Development, Software Training, Employee, Human Resources, Onboarding, HRIS, Personnel Management, Recruiting, Training, Employee Benefits, Applicant Tracking..., Management, Change Management...

Education
University of New Hampshire
Professional Coaching Certificate, Executive & Professional Coaching Certificate

University of Southern Maine
Human Resources Certificate, Human Resources Management Certificate

Southern Connecticut State University
Bachelor's, Public Health/Computer Science

Derek Knutson Derek Knutson Dallas/Fort Worth Area Details
Derek Knutson's Fidelity Investments Experience October 2010 - May 2014
Job Regional Consultant at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P.   May 2014 - Present
Fidelity Investments   October 2010 - May 2014
Texas Outlaws   September 2009 - March 2010

Skills
Investments, Finance, Financial Modeling, Valuation, Capital Markets, Investment Management, Alternative Investments, Stock Market, Financial Markets, Stocks, Financial Advisory, Equities, Series 7, Series 63, Series 66, 401k, Retirement, Securities, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services, ETFs, High Net Worth..., Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis

Education
Southern Methodist University   2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of North Texas   2005 — 2009
Bachelor of Science

University of the Incarnate Word   2004 — 2005
Electrical and Electronics Engineering

Raphael Dupre Raphael Dupre Dallas/Fort Worth Area Details
Raphael Dupre's Fidelity Investments Experience July 2012 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   July 2012 - Present
JPMorgan Chase  November 2011 - July 2012
Litton Loan Servicing  July 2009 - November 2011
Sabre Holdings  October 2005 - December 2008
USDA  June 2003 - October 2005
InterWorld Corp.  October 1998 - October 2001
Connect, Inc.   August 1997 - September 1998
Wayne State University  1996 - 1997

Skills
Data Analysis, Technical Writing, Systems Analysis, ETL Processes, Systems Integration, Database Developer, Business Systems..., Certified Scrum Master, Visio, Databases, Business Analysis, Oracle, Data Warehousing, Process Improvement, Requirements Gathering, Requirements Analysis, Unix, Testing, Analysis, Software Project...

Education
Wayne State University   1995 — 1997
MS, Computer Science

Southeastern Louisiana University   1990 — 1995
BS, Computer Science

Nicole Hanselman Nicole Hanselman Greater St. Louis Area Details
Nicole Hanselman's Fidelity Investments Experience October 2013 - June 2014
Job MultiIndustry Experienced Financial Professional with an emphasis in Customer Service
Industry Consumer Goods
Experience
Post Consumer Brands  June 2014 - Present
Fidelity Investments   October 2013 - June 2014
Fidelity Investments   July 2012 - October 2013
Thomson Reuters  March 2007 - July 2012
Control Point Solutions  September 2004 - March 2007
TheBank of Edwardsville  March 2002 - September 2004

Skills
Business Analysis, Management, Process Improvement, Finance, Customer Satisfaction, Salesforce.com, Microsoft Excel, Access, SAP, Siebel, Series 7, Series 66, Series 63, Adesso, Cost Management, System Administration, Training, Subject Matter Experts, Nielsen, Financial Reporting, Financial Services, Customer Service, Vendor Management, Account Management, SAP Implementation, Project Implementation, Financial Markets, Collaborative..., Data Analysis, Key Account Management, Financial Analysis, Client Issue Resolution, Escalation Resolution, Software Implementation, Sales Contracts

Education
Southern Illinois University, Edwardsville
BS, Finance

Hank Davis Hank Davis Dallas/Fort Worth Area Details
Hank Davis's Fidelity Investments Experience March 2015 - Present
Job Sr. QA Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   March 2015 - Present
Sabre Inc. (technology solutions provider to the global travel and tourism industry)   April 2013 - February 2015
Travelocity (E-commerce / online travel agency)   January 2012 - April 2013
Travelocity  July 2010 - December 2011
Travelocity  February 2009 - June 2010
Travelocity  July 2007 - February 2009
Travelocity  February 2006 - July 2007
Lockheed Martin Aeronautics Company (Skunk Works)   August 2005 - February 2006
Lockheed Martin Aeronautics Company (Skunk Works)   January 2004 - August 2005
Lockheed Martin Aeronautics Company (Skunk Works)   January 2002 - January 2004

Skills
Agile Methodologies, Testing, Quality Assurance, Software Development, Test Automation, SQL, Quality Center, Data Warehousing, Management, Software Project..., Java, Agile Project Management, Team Building, Systems Engineering, Perl, SDLC, .NET, Business Analysis, CRM, Enterprise Software, HP Quality Center, Integration, Manual Testing, PMP, QTP, Regression Testing, Requirements Analysis, SOA, Scrum, Software Quality..., Technical Leadership, Test Cases, Test Planning, UML

Education
Southern Methodist University   2003 — 2005
Master of Science, Systems Engineering

Texas Tech University   1998 — 2001
Bachelors of Science, Electrical Engineering

Darryl Prater Darryl Prater Greater Denver Area Details
Darryl Prater's Fidelity Investments Experience July 1999 - October 2002
Job Sr. Vice President; Global Service Delivery at TeleTech
Industry Outsourcing/Offshoring
Experience
TeleTech  December 2009 - Present
TeleTech  November 2007 - December 2009
TeleTech  November 2004 - November 2007
TeleTech  April 2003 - November 2004
Fidelity Investments   July 1999 - October 2002
Fidelity Investments   August 1996 - July 1999
Fidelity Investments   November 1993 - July 1996
Fidelity Investments   January 1992 - November 1993

Skills
BPO, Offshoring, Call Center, Outsourcing Management, Workforce Management, Outsourcing, Shared Services

Education
Southern Methodist University   1983 — 1985
BA, Economics

Mai (Seid) Thompson Mai (Seid) Thompson Dallas/Fort Worth Area Details
Mai (Seid) Thompson's Fidelity Investments Experience April 2007 - January 2011
Job
Industry Financial Services
Experience
Fort Worth ISD  August 2014 - January 2015
Teach For America  January 2014 - September 2014
Colonial Life  February 2013 - June 2013
Carol Harris State Farm Agency   March 2012 - November 2012
Edward Jones  April 2011 - January 2012
Fidelity Investments   April 2007 - January 2011
Lenovo  April 2005 - April 2006
IBM  March 2002 - July 2005
IBM  September 1999 - July 2002
IBM  February 1998 - August 1999

Skills
Financial Planners, Personal Finance, Personal Financial..., Small Business..., Cross-functional Team..., Project Management, Business Intelligence, Software Project..., Team Leadership, Business Process..., Management, Enterprise Software, CRM

Education
Southern Illinois University, Carbondale
BS, Mathematics major with Physics secondary concentration + IL Teacher's Certificate

Pete Santarelli Pete Santarelli Greater Boston Area Details
Pete Santarelli's Fidelity Investments Experience May 2006 - October 2010
Job Experienced Web Capacity Planning & Performance Analyst
Industry Financial Services
Experience
Fidelity Investments   May 2006 - October 2010
Fidelity Investments   January 1995 - October 2010
Fidelity Investments   January 2001 - January 2002
Fidelity Investments   January 2001 - January 2002
FIIS Systems Network   January 1998 - January 2000
FIIS Systems Network   January 1995 - January 1998
FIIS Systems Network   January 1995 - January 1996
NEW ENGLAND PROGRAMMING SPECIALIST   January 1993 - January 1995
RELIANCE NATIONAL  January 1991 - January 1993
AIG-NEW HAMPSHIRE INSURANCE GROUP   January 1983 - January 1991

Skills
Analysis, Operating Systems, Process Improvement, Program Management, Active Directory, Change Management, Requirements Analysis, Performance Tuning, Servers, Infrastructure, Business Continuity, Testing, Project Management, Vendor Management, Management, Business Process..., ITIL, SDLC, Capacity Planning, Team Management, DHCP

Education
Southern Connecticut State University   1974 — 1978

SOUTHERN CONNECTICUT STATE COLLEGE
Bachelor of Science, Economics

Larry Logan Larry Logan Greater Atlanta Area Details
Larry Logan's Fidelity Investments Experience June 2014 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2014 - Present
BB&T Investment Services  2012 - 2014
MetLife Resources  2009 - 2012
MetLife Financial Services  2003 - 2009
"Super Duper Shoe Dawg"   1989 - 2002
Macy's  1984 - 1989

Skills
Retirement Planning, Insurance, Long-term Care, Disability Insurance, Wealth Accumulation..., Term Life Insurance, Investments, Small Business, Sales, Fixed Annuities, Finance, Wealth Management, Marketing, Financial Planning, Sales Management

Education
The American College
Chartered Advisor for Senior Living (CASL)

Southern Illinois University, Carbondale   1972 — 1975
BA, Psychology

Emily Kinney Stephenson Emily Kinney Stephenson Dallas/Fort Worth Area Details
Emily Kinney Stephenson's Fidelity Investments Experience May 1999 - October 2002
Job Marketing Consultant at Humana
Industry Public Relations and Communications
Experience
Humana  September 2014 - Present
Humana  June 2010 - September 2014
Public Strategies, Inc.   January 2009 - June 2009
Sabre Holdings  March 2005 - December 2008
Texas Health Resources  October 2002 - February 2005
Fidelity Investments   May 1999 - October 2002

Skills
Interviews, Public Speaking, Public Relations, Leadership, Crisis Communications, Marketing Communications, Event Planning, Media Relations, Strategic Communications, Internal Communications, Copywriting, Corporate Communications, Social Media Marketing, Speech Writing, Public Affairs, Communications Planning, Newsletters, Press Releases, Editing, Communication Training, Web Content

Education
Southern Methodist University   1996 — 2000
BA, Public Relations

CLINTON CURTIS CLINTON CURTIS Dallas/Fort Worth Area Details
CLINTON CURTIS's Fidelity Investments Experience June 2007 - July 2010
Job Regional Sales Manager of South Central Region for Ovako Steel
Industry Mining & Metals
Experience
Ovako Group   August 2015 - Present
Real Estate Investor / Venture Capitalist   December 2004 - Present
Commercial Metals Company  August 2012 - August 2015
MetroTex   July 2010 - August 2015
Fidelity Investments   June 2007 - July 2010
J.P. Morgan   June 2004 - June 2007

Skills
MS Project, Management, New Business Development, Business Development, Direct Sales, Training, Contract Negotiation, Human Resources, Account Management, Sales Management, Applicant Tracking..., Customer Service, Building Relationships, Selling, Sales, Customer Satisfaction, Marketing, Project Management, Process Improvement, Sales Operations, Negotiation, Budgets, Cold Calling, Sourcing, CRM, Program Management, Team Building, Strategy, Project Planning, Pricing, Product Development, Marketing Strategy

Education
University of Houston   2011 — 2013
Master's degree, Construction Project Management

Tarleton State University   2000 — 2004
Marketing, Bachelor Business Administration in Marketing

Southern Arkansas University

Coleman High School   1999 — 2000

Pearland High School   1996 — 1999

Alex Volk Alex Volk Orange County, California Area Details
Alex Volk's Fidelity Investments Experience December 1995 - June 2000
Job Search Marketing Director at Microsoft
Industry Computer Software
Experience
Microsoft  September 2011 - Present
Microsoft  February 2005 - September 2011
Microsoft  December 2003 - February 2005
General Electric  2003 - 2003
Epson America, Inc  2001 - 2002
Epson America  2001 - 2002
Fidelity Investments   December 1995 - June 2000

Skills
SEO, Digital Marketing, Online Marketing, SEM, Marketing Strategy, search engine marketing, Online Advertising, Marketing Communications, User Experience, Competitive Analysis, Product Marketing, Strategy, Advertising, Marketing, Web Analytics, Management, Public Relations, Lead Generation, Organic Search

Education
University of Southern California - Marshall School of Business   2000 — 2002
MBA, Marketing

Southern Methodist University   1990 — 1994
BBA, Organizational Behavior and Business Policy

Charles Green, CFP Charles Green, CFP Cheshire, Connecticut Details
Charles Green, CFP's Fidelity Investments Experience July 1995 - June 2003
Job Feeonly Financial Planner/Advisor at Springboard Asset Management, LLC
Industry Investment Management
Experience
Springboard Asset Management, LLC   October 2010 - Present
Springboard Asset Management, LLC   October 2010 - Present
Symmetry Partners  May 2007 - August 2010
NewAlliance Bank  October 2005 - May 2007
Fidelity Investments   July 1995 - June 2003

Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Risk Management, Retirement, Investment Strategies, 401k, Financial Advisory, Asset Management, Wealth Management, Finance, Mutual Funds, Securities, Investments, Series 63, Strategic Financial..., Series 7

Education
Southern Methodist University   1985 — 1991
B.A., Math

Richard Crawford, CISA Richard Crawford, CISA Dallas/Fort Worth Area Details
Richard Crawford, CISA's Fidelity Investments Experience January 1997 - October 2002
Job Manager IT Security, Risk and Compliance at AIG
Industry Financial Services
Experience
AIG  November 2012 - Present
R. E. Crawford & Associates   February 2012 - November 2012
GMAC Financial Services / Ally Financial Inc.   November 2008 - February 2012
GMAC ResCap  November 2006 - October 2008
R. E. Crawford & Associates   November 2002 - November 2006
Fidelity Investments   January 1997 - October 2002
Mobil Oil Corporation  December 1984 - December 1996
Superior Oil Company  November 1979 - December 1984
Houston Oil & Minerals   November 1978 - November 1979
Texaco Inc.  July 1977 - November 1978

Skills
Process Engineering, Business Strategy, Organizational..., Report Writing, Data Mining, IT Audit, Information Security..., Information Security..., Information Assurance, Information Security..., Information Security..., IT Audit Management, ACF2, Mainframe Security, Citrix, Windows Server, Wireless Security, Information Security, Quality Assurance, Windows, Mainframe, Business Process..., Infrastructure, Compliance, Management, Risk Management, CISA, Financial Risk, Leadership, Project Management, Change Management, Data Center, Disaster Recovery, Sarbanes-Oxley Act, IT Strategy, Security, Team Leadership, SDLC, Process Improvement, Audit Management, Internal Audit, Management Consulting, Software Documentation, SAS70, Integration, Analysis, Governance, IT Management, Vendor Management, Network Security

Education
Center for Creative Leadership   2001 — 2001
Bachelor of Science (B.S.) in Accounting, Leadership

Southeastern Louisiana University   1968 — 1972
Bachelor of Science, Accounting

Kelly Kinard Kelly Kinard Houston, Texas Area Details
Kelly Kinard's Fidelity Investments Experience January 2011 - April 2012
Job Senior HR Generalist at Excelerate Energy
Industry Oil & Energy
Experience
Excelerate Energy  January 2015 - Present
Excelerate Energy  January 2014 - December 2014
Excelerate Energy  May 2012 - December 2013
Fidelity Investments   January 2011 - April 2012

Skills
Employee Benefits, Customer Service, Employee Relations, FMLA, Microsoft Excel, PowerPoint, Microsoft Word, Recruiting, Communication, Payroll, Finance, Management, Marketing, Trading, Human Resources, Training, Leadership, Financial Analysis, Microsoft Office, Personnel Management, Energy

Education
Southeastern Oklahoma State University   2008 — 2010
Bachelor's degree

Tyler Junior College   2006 — 2008
Associate's degree

John D. Noble John D. Noble Greater New York City Area Details
John D. Noble's Fidelity Investments Experience September 1991 - January 2000
Job Managing Director, Risk Technology
Industry Financial Services
Experience
Bank of America  January 2009 - Present
Bank of America  April 2005 - January 2009
Massachusetts Innovation & Technology Exchange   June 2001 - December 2007
Putnam Investments  January 2000 - April 2005
Fidelity Investments   September 1991 - January 2000

Skills
Fixed Income, Asset Managment, Equities, Portfolio Management, Wealth Management, Financial Services, Capital Markets, Investments, Risk Management, Banking, Mutual Funds, Hedge Funds, Derivatives, Trading Systems, Alternative Investments, Series 63, Securities, Investment Banking, Financial Risk, Financial Markets, Asset Management, Credit Risk, Strategy, Trading, Information Management, Relationship Management

Education
Southern Methodist University   1992 — 1994
MA

Texas Christian University   1987 — 1991
BS

Adam Saucedo, SPHR Adam Saucedo, SPHR San Antonio, Texas Area Details
Adam Saucedo, SPHR's Fidelity Investments Experience December 2003 - December 2005
Job
Industry Human Resources
Experience
USAA  September 2014 - Present
USAA  June 2014 - August 2014
USAA  August 2010 - May 2014
USAA  February 2008 - September 2010
USAA  January 2006 - February 2008
Fidelity Investments   December 2003 - December 2005
Fidelity Investments   1996 - 2005
Fidelity Investments   July 1996 - November 2003

Skills
Workforce Planning, Change Management, Financial Services, Call Center, Employee Relations, Organizational Design, Process Improvement, Business Process..., Metrics, Succession Planning, Performance Management, Talent Management, Program Management, Leadership, Executive Management, Human Resources, Analysis, Strategic Planning, HRIS, Personnel Management, Organizational..., Call Centers, Vendor Management, Insurance

Education
Southern Methodist University   1992 — 1996
Bachelor of Science

Jay Stott, CIA Jay Stott, CIA Greater Boston Area Details
Jay Stott, CIA's Fidelity Investments Experience April 2006 - February 2008
Job Parish Audit Reporting Coordinator at Episcopal Diocese of Massachusetts
Industry Management Consulting
Experience
Episcopal Diocese of Massachusetts  November 2013 - Present
Fidelity Investments   April 2006 - February 2008
Fidelity Investments   May 1996 - April 2006
Mobil Oil Corporation  August 1981 - April 1996
J. C. Penney Company, Inc.   October 1975 - July 1981

Skills
IT Audit, Risk Management, Internal Audit, Security, Risk, Audit, Enterprise Risk..., Risk Assessment, Risk Mitigation, Internal Controls, Governance, IT Governance, IT Risk, Auditing, Executive Management, Strategic Planning, Financial Services, Information Technology, Financial Risk, Data Center, Leadership, Change Management, Disaster Recovery, Information Security..., Finance, Information Security, Management, Management Consulting, Business Process..., Business Continuity, Accounting, IT Strategy, Business Analysis, Operational Risk..., Process Improvement

Education
Southern Methodist University - Cox School of Business   1974 — 1975
MBA, Finance

Southern Methodist University - Cox School of Business   1970 — 1974
BBA, Finance, Accounting

Southern Methodist University

John J. Hurley John J. Hurley Greater Boston Area Details
John J. Hurley's Fidelity Investments Experience June 2008 - March 2009
Job Vice President Head of Wilmington Advisor Solutions Group at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  August 2013 - Present
Wilmington Trust  November 2011 - August 2013
Wilmington Trust  April 2010 - October 2011
Wilmington Trust  August 2009 - March 2010
Shadow Ridge Consulting   March 2009 - September 2009
Fidelity Investments   June 2008 - March 2009
Fidelity Investments   March 2007 - May 2008
Fidelity Investments   February 2003 - March 2007

Skills
Strategy, Investments, Mergers & Acquisitions, Financial Services, Business Development, Management, Leadership, Business Planning, Business Strategy, Securities, Financial Analysis, Strategic Planning

Education
Southern Connecticut State University   1982 — 1986
BS, Business Administration-Economics

Pamela Pujo Pamela Pujo Dallas/Fort Worth Area Details
Pamela Pujo's Fidelity Investments Experience May 1995 - May 1996
Job Diversity Coordinator at Haynes and Boone, LLP
Industry Human Resources
Experience
Haynes and Boone, LLP  August 2013 - Present
North Dallas Suburban Foundation   January 2013 - Present
American Airlines  June 2011 - August 2013
North Dallas Suburban Foundation   January 2009 - December 2012
Pendulum Publishing   2006 - 2010
LeBlanc & Waddell, LLP   July 1997 - August 2006
Tracy & Girards, PC   May 1996 - July 1997
Fidelity Investments   May 1995 - May 1996

Skills
Problem Solving, Research, Marketing Communications, Editing, Writing, Newsletters, Public Speaking, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Nonprofits, Training, Leadership Development, Creative Writing, Organizational Design, Business Strategy, Market Analysis, Analytics, Marketing Research, Web Content, Logo Design, Brand Communication, Brochure Development, Mentoring, Excel, Word, Microsoft Publisher, Legal Support, Community Outreach, Non-profits, Award Submissions, Data Analysis, Legal Assistance, Leadership, Organizational..., Strategic Planning, Proposal Writing, Marketing Strategy, Press Releases, Policy, Sales, Social Networking, Customer Service, SharePoint, Time Management, Operations Management, Customer Satisfaction, Team Building

Education
Southern Methodist University   2005 — 2007
Master of Arts (MA), Humanities

Southeastern Paralegal Institute, ABA Approved   1996 — 1997
Certificate with Honors

University of Louisiana at Lafayette   1988 — 1994
BA, Political Science

Darren Pedroza Darren Pedroza Dallas/Fort Worth Area Details
Darren Pedroza's Fidelity Investments Experience August 2012 - Present
Job Vice President, Technology Shared Services at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   August 2012 - Present
Fidelity Investments   March 2011 - Present
Fidelity Investments   July 2009 - March 2011
Fidelity Investments   January 2007 - July 2009
Fidelity Investments   July 2005 - December 2007
Fidelity Investments   July 2003 - July 2005

Skills
Team Building, Business Intelligence, Mainframe, Strategic Technology..., Architecture, Software Development, Vendor Management, Program Management, Strategic Planning, Team Leadership, Integration, Agile Methodologies, SDLC, Enterprise Software

Education
Southern Methodist University   1989 — 1993
Bachelor of Business Administration, Management Information Sciences

Shirley Conley Shirley Conley Greater Boston Area Details
Shirley Conley's Fidelity Investments Experience May 1998 - Present
Job Director, Program Management at Fidelity Investments
Industry Financial Services
Experience
Retired from Fidelity Investments   May 2014 - Present
Fidelity Investments   May 1998 - Present
Hewlett Packard (Employee Purchase Program)   1989 - January 1999

Skills
Program Management, Vendor Management, SDLC, Unix, Security, Business Analysis, Business Continuity

Education
Southern Connecticut State University   1973 — 1976

Alysia Coppelman Alysia Coppelman Greater Boston Area Details
Alysia Coppelman's Fidelity Investments Experience May 2012 - Present
Job Fidelity Investments at Wealth Planning Product Development & Thought Leadership
Industry Legal Services
Experience
Fidelity Investments   May 2012 - Present
Deloitte Tax, LLP  September 2008 - May 2012
Wachovia, A Wells Fargo Company  August 2006 - September 2008

Skills
Tax, Financial Analysis, Strategic Financial..., Finance, Auditing, Estate Planning, Income Tax, Wealth Management, Internal Audit, Tax Law, Financial Advisory, Management, Analysis, High Net Worth..., Tax Returns, Training, Strategy

Education
Villanova University School of Law   2005 — 2006
Master of Laws (LLM)

South Texas College of Law   2002 — 2005
JD, Law

University of North Carolina at Greensboro   1997 — 2001
BA, Political Science

Santhosh Chowla Santhosh Chowla Raleigh-Durham, North Carolina Area Details
Santhosh Chowla's Fidelity Investments Experience December 2008 - April 2012
Job Lead OBIEE Developer at Quintiles
Industry Financial Services
Experience
Quintiles  August 2012 - Present
IBM  April 2012 - August 2012
Fidelity Investments   December 2008 - April 2012
Novartis Consumer Health  September 2006 - December 2008
Lennar  June 2005 - September 2006
Health Management Systems  June 2004 - June 2005

Skills
Business Intelligence, Data Warehousing, Business Objects, SDLC, Data Modeling, SQL, ETL, Oracle, Business Analysis, Informatica, Requirements Analysis, Visio

Education
Southern Illinois University, Edwardsville   2003 — 2004
MS, Electical & Computer Engineering

Milap Desai Milap Desai Dallas/Fort Worth Area Details
Milap Desai's Fidelity Investments Experience 2012 - Present
Job Software Engineer IV at HealthSparq
Industry Information Technology and Services
Experience
HealthSparq  October 2014 - Present
Fidelity Investments   2012 - Present
PDX  2009 - 2012
Motorola  2005 - 2009
Motorola  2000 - 2004

Skills
Agile Methodologies, Java, SOA, Software Development, ClearCase, SQL, Scrum, Unix, XML, Java Enterprise Edition, Web Services, JSP, Tomcat, Software Engineering

Education
Southern Methodist University   2003 — 2006
MS, Computer Science

University of Pune
BS, Electronics Engineering

Brandon O'Neill, CFP ®, CAP ® Brandon O'Neill, CFP ®, CAP ® Raleigh-Durham, North Carolina Area Details
Brandon O'Neill, CFP ®, CAP ®'s Fidelity Investments Experience January 2010 - April 2013
Job Regional Vice President at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable  August 2015 - Present
Fidelity Charitable  April 2013 - August 2015
Fidelity Investments   January 2010 - April 2013
Fidelity Investments   January 2008 - January 2010
Morgan Stanley Smith Barney  May 2007 - December 2007
EWI Risk Services   February 2005 - May 2006
RS magazine   2004 - 2006

Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Certified Financial..., Insurance, Series 65, Annuities, Charities, Estate Planning, Tax, Inside Sales, Institutional Sales, Wholesale, Mutual Funds Wholesale, College Savings Plans, Wealth Management, Morningstar Advisor..., Charitable Gift Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Financial Services, Asset Allocation, FINRA, Securities, ETFs, 401k Rollovers, Investment Management, Financial Planners, Finance, IRAs, Qualified Retirement..., Relationship Management, Life Insurance, Financial Markets, Bonds, Portfolio Management, Defined Contribution, Asset Management, Variable Annuities, Capital Markets, Wealth Management..., Sales Operations, 529 Plans, Sales Force Development, Donor Advised Funds, Salesforce.com

Education
Texas Christian University - M.J. Neeley School of Business   2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Entrepreneurship/Entrepreneurial Studies

Southern Methodist University   2011 — 2011
Certificate Program in Financial Planning, Completed

Heather (Jenkins) Jefferson, MBA Heather (Jenkins) Jefferson, MBA Dallas/Fort Worth Area Details
Heather (Jenkins) Jefferson, MBA's Fidelity Investments Experience September 2000 - January 2002
Job Farmers Insurance Agent at Heather Jefferson Insurance Agency
Industry Insurance
Experience
Heather Jefferson Insurance Agency   March 2013 - Present
Academic Partnerships  September 2012 - February 2013
DealTaker.com   March 2012 - May 2012
The DataBase Group  June 2011 - February 2012
The Dallas Morning News  October 2008 - June 2011
Belo  December 2006 - October 2008
JPMorgan Chase  September 2004 - December 2006
JPMorgan Chase  February 2002 - September 2004
Fidelity Investments   September 2000 - January 2002

Skills
Negotiation, Program Management, Sales, Online Advertising, Account Management, Marketing, Project Management, New Business Development, CRM, Salesforce.com, Social Media Marketing, Social Media, Leadership, Management, Team Building, E-commerce, Digital Marketing, Lead Generation, SEO, Competitive Analysis, Customer Service, Digital Strategy, Training, Advertising, Strategic Planning, Sales Management, Marketing Management, Marketing Strategy

Education
The University of Phoenix in Dallas, MBA   2004 — 2006
MBA, All Realms of Business

Southeastern Louisiana University   1995 — 2000
B.A., B.A. in Markerting with a Minor in Human Resources & Personnel Mgmt

Alyx M. Cox Alyx M. Cox Chicago, Illinois Details
Alyx M. Cox's Fidelity Investments Experience June 2010 - April 2011
Job Sales Professional, Relationship Manager
Industry Wholesale
Experience
American Century Investments  June 2012 - May 2015
NATIXIS GLOBAL ASSET MANAGEMENT  May 2011 - April 2012
Fidelity Investments   June 2010 - April 2011
Dallas Mavericks  November 2009 - December 2009
Boston Celtics  May 2009 - August 2009
SMU Public Relations Student Society of America Board   April 2008 - April 2009
Southern Methodist University's Sports Marketing Department   August 2007 - May 2008

Skills
CRM, Marketing, Advertising, Sales

Education
Southern Methodist University   2006 — 2010
Bachelor of Arts, Corporate Communications and Public Affairs, Advertising, Spanish

Cliff Baker Cliff Baker Jacksonville, Florida Area Details
Cliff Baker's Fidelity Investments Experience November 2007 - March 2008
Job Realtor Coldwell Banker Vanguard Realty
Industry Financial Services
Experience
Coldwell Banker Vanguard Realty, Inc.   October 2013 - Present
PHH Mortgage  April 2013 - Present
Pionear Recruiting/Bank of America   February 2012 - February 2013
HCA  June 2011 - February 2012
DeVry University  August 2010 - May 2011
Citi Group  May 2008 - August 2010
Fidelity Investments   November 2007 - March 2008
Metropolitan University  June 2006 - October 2007

Skills
Management, Human Resources, Coaching, Budgets, Call Centers, Staff Development, Payroll, Leadership Development, Organizational...

Education
South University   2005 — 2007
Bachelor of Science, Business Administration

Joel Rothermel Joel Rothermel Dallas/Fort Worth Area Details
Joel Rothermel's Fidelity Investments Experience July 2000 - July 2005
Job Technology Director
Industry Nonprofit Organization Management
Experience
CNM Connect   July 2007 - Present
Fidelity Investments   July 2000 - July 2005
Citibank  July 1995 - June 2000

Skills
Program Development, Leadership Development, Public Speaking, Training, Nonprofits, Event Planning, Leadership, Event Management, Workshop Facilitation, Program Management, Fundraising, Volunteer Management, Community Outreach, Grants, Non-profits, Grant Writing, Customer Service, Public Relations, Strategic Planning, Marketing Communications, Research, Microsoft Office, Outlook

Education
Southern Methodist University   2005 — 2007
BA, Psychology

Emily Kanellakis Emily Kanellakis Toronto, Canada Area Details
Emily Kanellakis's Fidelity Investments Experience June 2015 - Present
Job Investment Marketing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Athan's Gift Foundation   August 2011 - Present
NEI Investments  April 2013 - May 2015
Arrow Capital Management Inc.  October 2002 - February 2013
The National Ballet of Canada  2005 - 2007
Hedge Funds Care  2005 - 2007
AIMA   2004 - 2006
BMO  1996 - 2000

Skills
Hedge Funds, Marketing Strategy, Marketing Communications, Online Marketing, Alternative Investments, Corporate Communications, Public Relations, Social Media, SEO, Advertising, Copywriting, Event Management, Excel, Social Media Marketing, Email Marketing, Website development, Collateral Material..., Social Media Strategist, Online Advertising, Fundraising, Sponsorship, Digital Marketing, Direct Marketing, Website Development, Marketing, Management, Investments, Business Development, Strategy, Strategic Planning, Sales, Leadership, Social Networking, Entrepreneurship, Event Planning, Business Strategy, Customer Service, Brand Development, Integrated Marketing, Strategic Partnerships, Strategic Communications

Education
The University of Lethbridge   2000 — 2002
Bachelor of Management, Marketing

Southern Alberta Institute of Technology   1997 — 2000
Business Administration, Accounting, Marketing

Anne Howard Anne Howard Dallas/Fort Worth Area Details
Anne Howard's Fidelity Investments Experience July 1991 - December 1995
Job at ACQuaintance Events
Industry Events Services
Experience
ACQuaintance Events   January 2003 - Present
Nortel Networks  January 1995 - December 2002
Fidelity Investments   July 1991 - December 1995
Jenkens & Gilchrist  May 1990 - June 1991

Education
Southern Methodist University
BFA, Design, Art Ed, Art History, Museum Ed

Cathy Pena Cathy Pena Greater Boston Area Details
Cathy Pena's Fidelity Investments Experience August 1996 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   August 1996 - Present
Credit Suisse  June 1995 - August 1996

Skills
LDI, Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management

Education
Southern Methodist University   1993 — 1995
MA, Economics

Xavier University   1988 — 1993
BSBA, Economics

Brian Coad, CFA Brian Coad, CFA Washington, District Of Columbia Details
Brian Coad, CFA's Fidelity Investments Experience 1993 - 1997
Job Financial Executive with a strong business sense | Creating the infrastructure to accelerate and support growth
Industry Financial Services
Experience
Cartica Capital  2012 - Present
PrinceRidge Holdings LP   2009 - 2012
Broadpoint Securities Group, Inc. / First Albany Companies, Inc.   2006 - 2008
Broadpoint Securities Group, Inc. / First Albany Companies, Inc.   2003 - 2006
Frost Securities, Inc.   1998 - 2002
Dain Rauscher, Inc. / Rauscher Pierce Refnes, Inc.   1997 - 1998
Fidelity Investments   1993 - 1997
Fidelity Investments   1991 - 1993

Education
Southern Methodist University   1987 — 1991
BBA, Finance

Debra Bury Debra Bury Sarasota, Florida Area Details
Debra Bury's Fidelity Investments Experience October 2000 - December 2007
Job Customer Service Professional
Industry Human Resources
Experience
BNY Mellon  March 2010 - November 2010
Harpers Payroll Services  June 2008 - June 2009
Fidelity Investments   October 2000 - December 2007

Education
Southern Illinois University, Edwardsville
English, Education

Kristin Mosimann Kristin Mosimann Thomaston, Connecticut Details
Kristin Mosimann's Fidelity Investments Experience January 1999 - June 1999
Job Retirement Services Professional
Industry Financial Services
Experience
Town of Thomaston  November 2013 - Present
The Forum Group  November 2009 - August 2013
Prudential Financial  November 2009 - August 2013
CIGNA Retirement  1990 - 2000
Fidelity Investments   January 1999 - June 1999

Skills
Customer Relations, Business Analysis, Problem Solving, PowerPoint, Word, Data Analysis, Process Improvement, Customer Service, Excel, Coaching, Financial Services, Marketing Communications, 401k, Defined Benefit, Deferred Compensation, Financial Analysis, Employee Benefits, Change Management, Pensions, Leadership, Management, Vendor Management, Retirement

Education
Southern Connecticut State University   1986 — 1990
BS, Business Management

Jason Jaramillo Jason Jaramillo Dallas/Fort Worth Area Details
Jason Jaramillo's Fidelity Investments Experience September 2000 - 2004
Job Financial Analyst at North Texas Tollway Authority
Industry Banking
Experience
North Texas Tollway Authority  September 2013 - Present
Bank of America  October 2004 - September 2013
Fidelity Investments   September 2000 - 2004

Skills
Risk Management, Financial Analysis, Credit, Banking, Financial Risk, Financial Modeling, Finance, Forecasting, Analysis, Accounting, Strategic Planning, Cash Flow, Management, Cash Management, Account Reconciliation, Process Improvement

Education
Southeastern Oklahoma State University   2012 — 2014
Master of Business Administration (MBA)

University of Texas of the Permian Basin   1995 — 1999
BBA, Finance

Alfred (Rusty) Wittmann Alfred (Rusty) Wittmann Houston, Texas Area Details
Alfred (Rusty) Wittmann's Fidelity Investments Experience March 1992 - July 1995
Job Supervisor, Major Projects at Aramco Services Company
Industry Oil & Energy
Experience
Aramco Services Company  Vice President and Asst. General CounselAmercian Express Business FinanceJuly 1998 - July 2001
Fidelity Investments   March 1992 - July 1995

Education
South Texas College of Law   1995 — 1998
J.D., Law

University of North Texas   1988 — 1992
B.A., Political Science, Economics, History

Bob Genera Bob Genera Dallas/Fort Worth Area Details
Bob Genera's Fidelity Investments Experience May 1999 - May 2008
Job Technology Consultant
Industry Computer Software
Experience
Hewlett-Packard  June 2013 - Present
CA  May 2008 - May 2013
Fidelity Investments   May 1999 - May 2008
EDS, an HP Company  May 1985 - June 1999

Skills
Big Data, VMware, Hadoop, Sales Enablement, Sales Presentations, Vertica, Autonomy IDOL, Customer Satisfaction, Sales, Pre-sales, Professional Services, High Availability, z/OS, Mainframe, Disaster Recovery, MVS, Data Center, JCL, IBM Mainframe, DB2, ISPF, Databases, TSO, Operating Systems, Data Migration, IBM Utilities, COBOL, REXX, CICS, Enterprise Architecture, OS/390, CRM, Performance Tuning, SDSF, VSAM, Websphere, JES2, SDLC, Systems Management, Solution Architecture, Fileaid, Relational Databases, Systems Analysis, Unix, CLIST, Production Support, Application Performance..., SQL Tuning, Enterprise Software, SMP/E

Education
Southern Connecticut State University   1979 — 1983
BS Business, Business & Computer Science

Paul Sandheinrich Paul Sandheinrich Dallas/Fort Worth Area Details
Paul Sandheinrich's Fidelity Investments Experience 2006 - 2008
Job Mortgage Servicing Default Underwriter Contract at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
Bank of America  October 2008 - April 2014
Bank of America  2008 - 2009
Fidelity Investments   2006 - 2008
Wickes Furniture  1990 - 2003

Skills
Management, Sales, Microsoft Office, P&L Management, Merchandising, Hiring, Retail, PowerPoint, Team Building, Finance, Customer Service, Income Statement, Strategic Planning, Recruiting, Quality Control, Store Management, Inventory Control

Education
Southeast Missouri State University   1975 — 1979
busines, Marketing

Joseph Herter Joseph Herter Greater Boston Area Details
Joseph Herter's Fidelity Investments Experience October 2003 - June 2012
Job Retirement Services Professional
Industry Financial Services
Experience
DST Retirement Solutions  October 2012 - Present
Fidelity Investments   October 2003 - June 2012
Mellon HR Solutions  April 2000 - October 2003
John Hancock  November 1998 - April 2000
Putnam Investments  June 1995 - November 1998
CIGNA Corporation  February 1994 - June 1995

Skills
401k, Mutual Funds, Retirement, Employee Benefits, Vendor Management, CRM, Financial Services, Process Improvement, Relationship Management, Series 6, Access, Insurance

Education
Southern Connecticut State University   1988 — 1993
BS, Business Management

Alicia Edmondson Alicia Edmondson Tulsa, Oklahoma Area Details
Alicia Edmondson's Fidelity Investments Experience March 2005 - December 2005
Job Investments Rep
Industry Financial Services
Experience
Fidelity  December 2005 - June 2006
Fidelity Investments   March 2005 - December 2005
Edward Jones  June 2004 - February 2005

Education
Southeastern Oklahoma State University   2002 — 2004
BA, Finance

Carl Albert State College   2000 — 2002
Associates, Accounting

Jennifer Phoenix Jennifer Phoenix Dallas/Fort Worth Area Details
Jennifer Phoenix's Fidelity Investments Experience Senior Relationship ManagerFidelity Investments1997 - 2008
Job Senior Compliance Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Senior Relationship ManagerFidelity Investments1997 - 2008
Fidelity Investments   June 1999 - January 2002

Education
University of California, Irvine   1990 — 1994
BA

Southern Methodist University
MA

University of California, Irvine
BA

Deborah Konke Deborah Konke Greater Boston Area Details
Deborah Konke's Fidelity Investments Experience 2000 - 2003
Job Compliance Analyst at Wolters Kluwer Financial Services
Industry Information Technology and Services
Experience
Wolters Kluwer  July 2003 - Present
Fidelity Investments   2000 - 2003
Watson Wyatt Worldwide  1996 - 1997
Aetna, INC.   1995 - 1996
United Technologies  1987 - 1995
Aetna Life & Casualty  1981 - 1987

Skills
Writing, Editing, Newsletters, Legal Research, Research, Compliance, Technical Writing, Data Analysis, Project Management, Process Improvement, Content Management, Legal Writing, Publishing, Management, Teaching, Analysis

Education
Institute for Paralegal Training
Certificate, Employee Benefits

Southern Connecticut State University
Bachelor of Arts, History

University of New Haven
Certificate in Legal Affairs, Legal Affairs

Eddie Dee Eddie Dee Malden, Massachusetts Details
Eddie Dee's Fidelity Investments Experience September 1993 - January 2004
Job Money Management Program Associate Mystic Valley Elder Services
Industry Individual & Family Services
Experience
Mystic Valley Elder Services  January 2008 - Present
Eddie Dee   September 1998 - Present
MIAA  2002 - August 2012
Fidelity Investments   September 1993 - January 2004

Skills
Music, Singing, Guitar, Piano, Sound, Blues, Concerts, Drums, Coaching, Sports, Management, Time Management, Computer Network..., Social Services, Account Management, Accounting

Education
Southern Illinois University, Carbondale   1976 — 1980
BS, Radio-TV Production

Northeastern University   1988 — 1990
Certificate of Professional Achievement, Data Communications

Austin Preparatory School   1969 — 1973
Graduated, College Preparatory

St. Agnes School - Reading, MA   1960 — 1969

Daniel Whittle Daniel Whittle Dallas/Fort Worth Area Details
Daniel Whittle's Fidelity Investments Experience September 2011 - Present
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2011 - Present
Merrill Lynch  September 2010 - September 2011
Wells Fargo  April 2006 - September 2010

Education
Southern Methodist University   2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics

Frisco High School

Jeff Custer Jeff Custer Austin, Texas Area Details
Jeff Custer's Fidelity Investments Experience November 2003 - October 2004
Job Trade Supervisor at NFP Securities
Industry Financial Services
Experience
NFP Securities  November 2010 - Present
Southwest Securities  February 2006 - November 2009
Chase  October 2004 - February 2006
Fidelity Investments   November 2003 - October 2004
Fidelity Investments   July 2000 - November 2003
Edward Jones  December 1998 - July 2000

Skills
Series 7, Financial Services, Investments, Portfolio Management, Securities, Banking, Finance, Retirement Planning, Insurance, Trading, Employee Benefits, Financial Advisory, Options, Leadership, Series 63, Training

Education
Southern Methodist University
Bachelor, Business Administration

Southern Methodist University - Cox School of Business
BBA, Marketing

Sherwood (Woody) Wolcott Sherwood (Woody) Wolcott Greater Boston Area Details
Sherwood (Woody) Wolcott's Fidelity Investments Experience February 2006 - January 2011
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments   February 2006 - January 2011
Veritude  2006 - 2011
IBM  May 2000 - July 2005

Education
American State University   1996 — 1997
BS, Aviation

Southern Connecticut State University   1973 — 1976
Business Administration

Malavika Gaddam Malavika Gaddam Greater Boston Area Details
Malavika Gaddam's Fidelity Investments Experience July 2008 - April 2010
Job Senior Software Engineer at SunGard
Industry Information Technology and Services
Experience
SunGard  May 2011 - Present
Affinnova  April 2010 - April 2011
Fidelity Investments   July 2008 - April 2010
Wolters Kluwer Financial Services  2007 - 2008

Skills
Spring, XML, Java Enterprise Edition, Agile Methodologies

Education
Southern Illinois University, Edwardsville   2006 — 2007
MS, Computer Science

Craig Zvonar Craig Zvonar Greater Chicago Area Details
Craig Zvonar's Fidelity Investments Experience July 2004 - December 2007
Job Vice President Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2012 - March 2015
Merrill Lynch  July 2011 - August 2012
Wells Fargo Advisors, LLC  May 2008 - July 2011
Fidelity Investments   July 2004 - December 2007
JB Oxford & Company  August 2001 - July 2004

Education
Southern Illinois University, Carbondale   1988 — 1992

Johnsburg High School

Fei Ni Fei Ni Cary, North Carolina Details
Fei Ni's Fidelity Investments Experience November 2012 - Present
Job Senior Software Engineer at Fidelity Investment
Industry Banking
Experience
Fidelity Investments   November 2012 - Present
Wachovia, A Wells Fargo Company  December 2009 - November 2011
Credit Suisse Group  December 2005 - August 2008
Election Systems & Software  April 2005 - December 2005
Constella Group  August 2001 - March 2005
Wake Technical Community College  January 2001 - August 2001

Skills
Oracle, SDLC, SQL, Databases, Unix, Requirements Analysis, Business Analysis, Business Intelligence, PL/SQL, Data Warehousing, XML, Software Development, Informatica

Education
Southern Cross University   1997 — 2000
LLB, Laws

Beijing University of Physical Education   1990 — 1994
BS, Athletic Physiology

Charles Mangum Charles Mangum Greater Boston Area Details
Charles Mangum's Fidelity Investments Experience 1990 - 1998
Job chief investment officer Baylon Capital
Industry Investment Management
Experience
Fidelity Investments   1990 - 1998

Skills
Portfolio Management, Investments, Equity Research

Education
The University of Chicago Booth School of Business   1988 — 1990
MBA, Finance

Southern Methodist University   1982 — 1986
BBA, BA, Business, Economics

Derrek Gaspard Derrek Gaspard Greater New Orleans Area Details
Derrek Gaspard's Fidelity Investments Experience September 2012 - May 2014
Job Brokerage Processing Associate
Industry Financial Services
Experience
Capital One Investing  August 2014 - Present
Fidelity Investments   September 2012 - May 2014
Fidelity Investments   September 2008 - September 2012
Whitney National Bank  January 2006 - August 2007

Skills
401k, Series 6, Series 63, Mutual Funds, Series 7, Retirement, Wealth Management, Consumer Lending, Banking, Siebel CRM, Financial Services, Customer Service, Finance, Securities, Investments

Education
Operation Spark   2015 — 2015
Javascript

Southeastern Louisiana University   2000 — 2004
BA, Human Resource Management

Andre Goulbourne Andre Goulbourne Fort Worth, Texas Details
Andre Goulbourne's Fidelity Investments Experience January 2014 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   November 2012 - December 2013
Fidelity Investments   March 2012 - October 2012
Fidelity Investments   December 2010 - February 2012
Competitrack  October 2008 - November 2010

Education
Southern Methodist University   2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics and Finance

Stony Brook University   2004 — 2008
B.A., Economics

Annlyn Claire Stufflebeam Annlyn Claire Stufflebeam Dallas/Fort Worth Area Details
Annlyn Claire Stufflebeam's Fidelity Investments Experience 2006 - 2007
Job Artist
Industry Fine Art
Experience
Annlyn Claire Stufflebeam, Original Art   2007 - Present
Fidelity Investments   2006 - 2007
Fidelity Investments Institutional Operations Co., Inc.   2001 - 2004
Fidelity Investments Institutional Operations Company, Inc.   2000 - 2001
Fidelity Investments Institutional Operations Co., Inc.   1994 - 2000
Hughes & Luce, LLP   1977 - 1994

Skills
Asset, Project Management, Microsoft Office, Negotiation, Defined Contribution, Contract Management, Portfolio Management, Customer Service, Relationship Management, Consulting, Defined Benefit, Management, Thought Leadership, Creative Problem Solving, Contract Negotiation, Securities, Team Building, Process Improvement, Investments, 401k, Business Planning, Financial Services, Series 6, Program Management, Strategy, Employee Benefits, CRM, Leadership, Training, Sales, Entrepreneurship

Education
Southern Methodist University
Bachelor of Fine Arts, Studies Concrentrated : Painting, Drawing, Printmaking, Photography, Graphic Design, Economics

Trinity University   1965 — 1966

Santosh Chowla Santosh Chowla Cary, North Carolina Details
Santosh Chowla's Fidelity Investments Experience January 2008 - December 2011
Job Lead OBIEE developer at Quintiles
Industry Pharmaceuticals
Experience
Quintiles  August 2012 - Present
IBM  January 2012 - August 2012
Fidelity Investments   January 2008 - December 2011
Novartis  January 2006 - December 2008

Skills
OBIEE, Informatica, Data Warehousing, ETL, PL/SQL, Data Modeling, Oracle, Business Intelligence, Siebel, SDLC, SQL, Dashboard, Business Objects, Requirements Analysis, Cognos, Analytics, Dimensional Modeling, Unix, Databases

Education
Southern Illinois University, Edwardsville   2003 — 2004
Master of Science (MS)

Christopher Connolly,CFP® Christopher Connolly,CFP® Dallas/Fort Worth Area Details
Christopher Connolly,CFP®'s Fidelity Investments Experience 2005 - 2006
Job Financial Consultant
Industry Financial Services
Experience
Etrade  2008 - 2012
TD Ameritrade  2007 - 2008
Fidelity Investments   2005 - 2006
Automatic Data Processing  2003 - 2005
Morgan Stanley  2001 - 2003

Skills
Asset, Retirement Plan..., Financial Advisory, Business Planning, 401k, Direct Sales, 403 b, Simple Plans, Unit Investment Trusts, Registered Investment..., Salesforce.com, Selling

Education
Southern Methodist University
Certificate Program in Financial Planning, Financial Planning

University of New Orleans
Bachelor of Arts (BA), Economics

Jason Middle Jason Middle Jacksonville, Florida Area Details
Jason Middle's Fidelity Investments Experience August 2010 - June 2011
Job Default Asset Manager
Industry Investment Banking
Experience
Selene Finance LP  April 2013 - Present
Professional Notary Services, LLC   January 2013 - Present
Cardinal Auctions & Estate Sales, LLC   August 2012 - Present
Re-Shop   March 2010 - Present
Camarda Financial Advisors   July 2011 - May 2012
Fidelity Investments   August 2010 - June 2011
Aetna  August 1997 - February 2010

Skills
Negotiation, Retail, Strategic Planning, Customer Service

Education
Southern Illinois University, Carbondale   2006 — 2010
Bachelor of Arts (B.A.), Health/Health Care Administration/Management

Rita Modi Rita Modi Leominster, Massachusetts Details
Rita Modi's Fidelity Investments Experience March 1996 - April 2013
Job Finance, Accounting & Technology Proficient.
Industry Financial Services
Experience
Fidelity Investments   March 1996 - April 2013
North Central Human Service   January 1994 - January 1995

Skills
Accounting, Finance,..., Requirements Analysis, Financial Services, Business Requirements, Requirements Gathering, SDLC

Education
Minuteman Regional Vocational Tech School   1984 — 1985
Automated Office Skills

South Gujarat University   1981 — 1983
BS in Business with Major in Accounting and Finance, Finance, Accounting, Statistics, Economics, Banking

Tulasi Daka Tulasi Daka Columbia, South Carolina Details
Tulasi Daka's Fidelity Investments Experience June 2008 - June 2010
Job Software Engineer at PGBA
Industry Health, Wellness and Fitness
Experience
Palmetto GBA  June 2011 - Present
Express Scripts  June 2010 - June 2011
Fidelity Investments   June 2008 - June 2010
24 Hour Fitness  February 2008 - June 2008

Skills
RAD, Spring, Java, J2EE, SPRING FRAMEWORK, HIBERNATE, STRUTS, JSP, Servlets, Struts, Unix, Java Enterprise Edition, Hibernate, Web Services, JDBC, J2EE Application..., Tomcat, PL/SQL, JMS, Spring Framework, SDLC, Oracle, DB2

Education
Southern Illinois University, Edwardsville   2005 — 2007
Master of Science (MS), Electrical and Computer Engineering

MVGR College of Engineering   2001 — 2005
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering

Kotak Salesian School

Colin Waugh Colin Waugh Providence, Rhode Island Details
Colin Waugh's Fidelity Investments Experience January 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   January 2013 - Present
iD Tech Camps  June 2010 - July 2012
Southern Methodist University  February 2011 - May 2012
RuffaloCODY  February 2010 - January 2012

Skills
Java, C++, Agile & Waterfall..., Systems Analysis, Diagramming

Education
Southern Methodist University   2008 — 2012
Bachelor of Science (B.S.), Computer Science

Taylor Brad Taylor Brad Rhome, Texas Details
Taylor Brad's Fidelity Investments Experience December 1994 - Present
Job Sr. Programmer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1994 - Present

Education
Southeast Community College   1979 — 1980
Associate's degree, Computer Science

Deshler High School   1968 — 1972

Peter Hinckley Peter Hinckley Milford, Connecticut Details
Peter Hinckley's Fidelity Investments Experience June 2007 - February 2009
Job Special Education Teacher at Bridgeport Board of Education
Industry Education Management
Experience
Bridgeport Board of Education  March 2009 - Present
Fidelity Investments   June 2007 - February 2009

Skills
Special Education, Curriculum Design, Curriculum Development, Lesson Planning, Classroom, Classroom Management, Educational Leadership, Tutoring, Differentiated..., Teaching, Elementary Education, Educational Technology, Literacy, K-12, Teacher Training

Education
Southern Connecticut State University   2009 — 2013
Master's degree, Special Education; concentration in autism spectrum disorders

University of Delaware   2003 — 2007
Bachelor of Science (B.S.), English Language and Literature, General

Noah Morgan Noah Morgan United States Details
Noah Morgan's Fidelity Investments Experience August 2006 - Present
Job Senior Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2006 - Present
Aquatic Design   January 2004 - July 2006

Skills
Retirement, 401k, Investments

Education
Plano East Senior High   2000 — 2002

South Plains College

Patricia Ott Patricia Ott North Bergen, New Jersey Details
Patricia Ott's Fidelity Investments Experience 1987 - 1996
Job Retail Professional
Industry Retail
Experience
H&R Block  2005 - 2014
Dearborn Financial Institute   1996 - 2003
Fidelity Investments   1987 - 1996

Skills
Tax Preparation

Education
Southeastern Louisiana University   1983 — 1986
Bachelors, Accounting

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