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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Fidelity Investments Employees

Employee
Years
Job
Industry
Harish Narayan Harish Narayan Greater Boston Area Details
Harish Narayan's Fidelity Investments Experience 2006 - 2009
Job Founding Member at @B2C Startup
Industry Computer Software
Experience
Apervi Inc.   July 2014 - Present
@B2C Startup   July 2014 - Present
Vistaprint  2010 - 2014
CA Technologies  2009 - 2010
Fidelity Investments   2006 - 2009
PepsiCo, Inc.   2005 - 2006
Motorola  1997 - 2005

Education
Southern Methodist University - Cox School of Business
MBA, General management, Finance

The University of Texas at Arlington
MS, Computer Science

Gilbert Ji Gilbert Ji Dallas/Fort Worth Area Details
Gilbert Ji's Fidelity Investments Experience August 2013 - Present
Job Product Manager at Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments   August 2013 - Present
Nationstar Mortgage  July 2012 - August 2013
Northwestern Mutual  January 2012 - July 2012
Real Estate Tax Consultants  May 2011 - August 2011

Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Underwriting, Finance, Bloomberg Terminal, Microsoft Excel, Access, Accounting, Capital IQ, PowerPoint, Loans

Education
Southern Methodist University - Cox School of Business   2008 — 2012
BBA, Finance

Florentino Velarde Bogen Florentino Velarde Bogen Houston, Texas Area Details
Florentino Velarde Bogen's Fidelity Investments Experience January 1989 - November 1990
Job Futures & Commodities Trader
Industry Financial Services
Experience
Next Capital   November 2010 - Present
HomeAirCare LLC   November 2006 - Present
Wells Fargo Mortgage  December 2005 - February 2006
Air Technology de Mexico, S. A. de C. V.   December 1993 - November 2004
OLDE GOLDE INC   January 1991 - December 1993
FIDELITY INVESTMENTS   January 1989 - November 1990
VELARDE SECURITIES, INC   February 1984 - January 1989
CHICAGO BOARD OF OPTIONS EXCHANGE  January 1980 - January 1984
G. EDWARDS & CO   December 1977 - November 1979

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Spanish-speaking, Budgets, Descision Tree Analysis, Market Research, Sales, Sales Management, Web Authoring Tools, Security Analysis, Exchange Traded..., Commodity Markets, Options Strategies, Securities Clearance, Trading, Financial Economics, Goldmine CRM, Business Planning, Business Development, Entrepreneurship, Financial Risk, HVAC, Invoicing, Key Account Management, Leadership, Marketing Research, New Business Development, Office Management, Problem Solving, Pricing, Risk Management, Technical Analysis, Strategy, Hedging, Securities, Derivatives

Education
Southern Methodist University - Cox School of Business   1977 — 1978
None - Completed 1/2 of MBA program, Marketing, Finance

Trinity University   1971 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Global Association of Risk Professionals (GARP)
Enery Risk Professional (ERP) Certification Program - In progress, Risk Management

SAN JACINTO JR. COLLEGE

Javier Abonza Javier Abonza Dallas/Fort Worth Area Details
Javier Abonza's Fidelity Investments Experience June 2013 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2013 - Present

Skills
SQL, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Java, Software Development, Analysis, Software Project..., XML, Scrum, VBA, Web Services, Web Applications, HP Quality Center, JIRA

Education
Southern Methodist University   2010 — 2012
Bachelor of Science (B.S.), Operations Research

Corey Masters, MBA Corey Masters, MBA Dallas/Fort Worth Area Details
Corey Masters, MBA's Fidelity Investments Experience 2010 - 2012
Job Business Development | Consulting | Financial & Operations Management | Marketing | Entrepreneurship
Industry Management Consulting
Experience
Smoothie King (SKFI)   2013 - Present
Mattress One  2013 - Present
State Farm  2012 - 2013
Fidelity Investments   2010 - 2012
Fidelity Investments   2008 - 2010
Fidelity Investments   2007 - 2008
Fidelity Investments   1999 - 2007
Fidelity Investments   1998 - 1999

Skills
Business Start-Ups, Business & Market..., Sales & Sales Support, Employee Empowerment, Financial Management, Investment & Portfolio..., Customer Relations &..., Investment Trading, Continuous Improvements, Market Research & Trend..., Policies & Procedures -..., Strategic & Operational..., Marketing & Corporate..., Advertising & Promotions, Project Planning &..., Contract & Agreement..., Lead By Example, Team Builder, High Level of Ethics, Personable, Flexible, Dedicated, Diplomatic, Problem solver, Negotiator, Communicator, Insurance, Leadership Development, Licensed Life & Health..., Licensed Property &..., Series 7, Series 63, Series 9, Series 10, Investment Strategies, Customer Service, Asset Allocation, Retirement and..., FINRA, CRM, Personal Finance, Financial Services, Income Protection, 401(k) and 401(k)..., Business Strategy, Mutual Funds, ETFs, Microsoft Office, Coahing and Mentoring

Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Concentrations (3): Strategy & Entrepreneurship, Marketing, Strategic Leadership

Texas Christian University
Bachelor’s Degree, Major: Marketing ; Minor: Psychology

Chance Meeks Chance Meeks Phoenix, Arizona Area Details
Chance Meeks's Fidelity Investments Experience January 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   February 2014 - January 2015
Fidelity Investments   April 2013 - February 2014
Fidelity Investments   July 2012 - April 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking

Education
Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Aaron Elmor Aaron Elmor Colleyville, Texas Details
Aaron Elmor's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   June 2013 - July 2014
Bisnow  January 2013 - March 2013
cafe express  November 2005 - August 2010

Education
Southern Methodist University - Cox School of Business   2011 — 2013

Southern Methodist University - Cox School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Haley Smith Haley Smith Dallas, Texas Details
Haley Smith's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
University Tees  March 2012 - May 2014
Commercial Tax Group, LLC   May 2013 - July 2013
The Morgan Adams Foundation  June 2012 - August 2012
Silver Jeans Co.  August 2009 - August 2012

Education
Southern Methodist University - Cox School of Business   2011 — 2014
Bachelor of Business Administration (BBA), Marketing

Marissa Belske Ivo Marissa Belske Ivo Dallas/Fort Worth Area Details
Marissa Belske Ivo's Fidelity Investments Experience June 2011 - January 2012
Job Account Supervisor at FleishmanHillard
Industry Public Relations and Communications
Experience
FleishmanHillard  May 2015 - Present
FleishmanHillard  June 2014 - May 2015
FleishmanHillard  May 2013 - May 2014
Fleishman-Hillard  May 2012 - May 2013
Fleishman-Hillard  January 2012 - May 2012
Fidelity Investments   June 2011 - January 2012
SMU Daily Mustang  December 2010 - May 2011
D Magazine  June 2010 - August 2010

Skills
Media Relations, Press Releases, Corporate Communications, Public Relations, Message Development, Communication Training, Copywriting, AP Style, Event Planning, Crisis Communications, Communications Planning, Content Development, Vocus, Blogging

Education
Southern Methodist University   2007 — 2011
Bachelor of Arts (B.A.), Journalism

Scott Hammer Scott Hammer Dallas, Texas Details
Scott Hammer's Fidelity Investments Experience December 1994 - September 1997
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2012 - Present
Allstate Financial Services, LLC  May 2007 - May 2012
Smith Barney  November 2004 - May 2007
UBS  February 2001 - November 2004
Donaldson, Lufkin & Jenrette   August 1998 - February 2001
Fidelity Investments   December 1994 - September 1997
Bear Stearns  August 1993 - September 1994

Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity

Education
Southern Methodist University - Cox School of Business   1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting

The University of Texas at Austin   1988 — 1992
Bachelor's Degree, Economics

Sarah Anne Guenard Sarah Anne Guenard Dallas, Texas Details
Sarah Anne Guenard's Fidelity Investments Experience June 2015 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   January 2015 - May 2015
Fidelity Investments   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Outlook, Social Media, Fundraising

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (BS), Engineering Management Information Systems

Mike McMillin Mike McMillin Dallas/Fort Worth Area Details
Mike McMillin's Fidelity Investments Experience 1990 - 1994
Job Vice President of Recruiting at Cottonwood Financial
Industry Financial Services
Experience
Cottonwood Financial  December 2006 - Present
Q Investments  February 2005 - August 2006
Argentus Advisors, LLC (Formerly SummitAlliance Investment Group)   February 2003 - January 2005
Echelon Group (Greenfield Capital I, Ltd)   2001 - 2002
Tricom Group   2000 - 2001
Korn/Ferry International  1999 - 2000
Heidrick & Struggles (via acquisition of Sandhurst Associates/TASA International/TMP Worldwide/LAI)   1995 - 1999
Lehman Brothers  1994 - 1995
Fidelity Investments   1990 - 1994
Stuart James Investment Bankers  1990 - 1990

Skills
Management, Leadership, Employer Branding, Recruitment Branding, Vendor Management, Contract Negotiation, Executive Search, Talent Acquisition, Recruiting, Salary Negotiation, Interviews, Sourcing, Applicant Tracking..., Search, Internet Recruiting, Start-ups, Financial Services, Sales, Executive Management, Talent Management, Onboarding, Benefits Negotiation, Technical Recruiting, Screening Resumes, Account Management, Salesforce.com, Negotiation, Cold Calling, Recruitment Advertising, Series 7, Series 63, Professional Services, College Recruiting, Performance Management, Hiring, Candidate Screening, Candidate Assessment, MBA, Research, Business Analysis, Conferences, Corporate Recruiting, Project Management, Executive Coaching, Retail, Retail Banking, Consumer Finance, Business Strategy, C Suite

Education
Southern Methodist University - Cox School of Business
MBA, Finance and Marketing

Texas A&M University
BS, Economics

Lakehill Preparatory School
High School

Erik Philbrook Erik Philbrook Greater Boston Area Details
Erik Philbrook's Fidelity Investments Experience 2003 - 2006
Job Head of Finance, Alternatives and Performance at Geode Capital Management
Industry Capital Markets
Experience
Geode Capital Management  May 2013 - February 2015
Geode Capital Management  February 2007 - April 2013
Fidelity Investments   2003 - 2006
Fidelity Investments   2000 - 2002
Brown Brothers Harriman  1999 - 2000
Fidelity Investments   1997 - 1999
Fidelity Investments   1994 - 1996

Skills
Series 6, 7, 63, Hedge Funds, Asset Management, Equities, Trading, Alternative Investments, Fixed Income, Capital Markets, Corporate Actions, Portfolio Management, Bloomberg, Finance, Securities, Mutual Funds, Fund Accounting, Investment Management, Investments, Derivatives

Education
Southern Methodist University - Cox School of Business   2001 — 2002
MBA, Finance/Marketing

Northeastern University   1989 — 1994
BS, Finance/Int'l Business

Mary Billingsley Mary Billingsley Washington, District Of Columbia Details
Mary Billingsley's Fidelity Investments Experience April 2000 - April 2004
Job Brand Planning & Operations Manager at AARP
Industry Nonprofit Organization Management
Experience
AARP  August 2014 - Present
Sysco  October 2013 - July 2014
Gaylord National Resort & Convention Center  April 2011 - October 2013
Gaylord National Resort & Convention Center  October 2007 - April 2011
Gaylord Texan Resort & Convention Center  July 2006 - September 2007
Fidelity Investments   April 2000 - April 2004

Skills
Forecasting, Budgeting, Strategic Planning, Resorts, Financial Analysis, Hotels, Hospitality Industry, Process Improvement, Income Statement, Accounting, Financial Reporting, Microsoft Excel, Analysis, Food & Beverage, Business Analysis, Budgets, Variance Analysis, General Ledger, Accounts Payable, Restaurants, Account Reconciliation, Financial Statements, Payroll, Finance, P&L, Leadership, P&L Management

Education
Southern Methodist University - Cox School of Business   2001 — 2003
MBA, Business

Texas A&M University   1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Kaitlyn Farmer Kaitlyn Farmer Dallas/Fort Worth Area Details
Kaitlyn Farmer's Fidelity Investments Experience June 2013 - August 2013
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting  July 2014 - Present
Southern Methodist University  August 2010 - Present
Fidelity Investments   June 2013 - August 2013
Hitachi Consulting  June 2013 - June 2013
Hegi Career Development Center   August 2011 - December 2012
Lancaster General Hospital  January 2010 - March 2010

Skills
Microsoft Office, Excel, Access, Engineering Management, Cash Flow Management, Cash Flow Forecasting, Project Planning, PowerPoint, Teamwork, Team Leadership, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Fundraising, Social Media

Education
Southern Methodist University   2010 — 2014
BBA, Management Science, Business Administration, 3.534

Callum Ross Callum Ross Dallas/Fort Worth Area Details
Callum Ross's Fidelity Investments Experience June 2014 - July 2014
Job Summer Associate at Andrews Kurth
Industry Law Practice
Experience
Andrews Kurth  June 2015 - August 2015
SMU Dedman School of Law Small Business and Trademark Clinic   January 2015 - June 2015
Southern Methodist University  September 2014 - May 2015
Hunt Consolidated, Inc.   September 2014 - December 2014
Fidelity Investments   June 2014 - July 2014
Southern Methodist University  September 2013 - May 2014
Collin County Courthouse   July 2013 - August 2013
Plano ISD  February 2009 - June 2012
Blinn College  August 2007 - August 2008

Education
Southern Methodist University Dedman School of Law   2012 — 2016
Doctor of Law (J.D.), Law

Texas A&M University   2002 — 2006
B.S., Kinesiology

Newman Smith High School   1998 — 2002

Byron Treichler Byron Treichler Southlake, Texas Details
Byron Treichler's Fidelity Investments Experience January 2004 - Present
Job Vice President Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2004 - Present
Fidelity Investments   January 2004 - Present
Cinemark Theaters  January 1997 - January 2004

Skills
Mutual Funds, Alternative Investments, Retirement, 401k, Securities

Education
Southern Methodist University - Cox School of Business   2007 — 2009
Master of Financial Consulting, Finance

Southern Methodist University - Cox School of Business   1999 — 2003
Bachelor of Business Administration, Finance

Richard Caverly Richard Caverly Dallas, Texas Details
Richard Caverly's Fidelity Investments Experience May 2012 - August 2012
Job Senior Engineer at ORM Technologies
Industry Computer Software
Experience
ORM Technologies   January 2014 - Present
ORM Technologies   May 2013 - August 2013
Southern Methodist University  January 2012 - May 2013
Fidelity Investments   May 2012 - August 2012
AllPlayers.com, Inc.   May 2011 - November 2011

Skills
C++, Java, MySQL, HTML, PHP, CSS, Git, Linux, Windows, XML, Agile Methodologies, Microsoft Office, Ruby on Rails, Ruby, PostgreSQL

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

Kirk Luttrell, CFA Kirk Luttrell, CFA Tampa, Florida Details
Kirk Luttrell, CFA's Fidelity Investments Experience January 1993 - March 1997
Job VP / Senior Portfolio Manager at The Bank of Tampa / BT Wealth Advisors
Industry Investment Management
Experience
The Bank of Tampa  March 2014 - Present
The Bank of Tampa  March 2000 - March 2014
Boy Scouts of America  March 1997 - February 2000
Fidelity Investments   January 1993 - March 1997
Texas Army National Guard  1988 - 1994

Skills
Portfolio Management, Strategic Planning, Risk Assessment, Attribution Modeling, Financial Forecasting, Modern Portfolio Theory, Equity Trading, Fixed Income Analysis, Product Development, Market Risk, Due Diligence, Business Development, Client Presentation, Equity Valuation, Portfolio Optimization, Market Analysis, Equity Research, Wealth Management, Equity Capital Markets, Portfolio Assessment, Equity Derivatives, Investment Portfolio, Financial Risk, Company Newsletters, Bloomberg, Trusts, Endowments, Pensions, Foundations, Risk Management, Fixed Income Strategies, Microsoft Office, Board Relations, Risk Analysis, Axys, Investment Company Act, Chartered Financial..., Investment Management, Equities, Finance

Education
Southern Methodist University   1994 — 1998
Master of Business Administration (M.B.A.), Finance, General

Texas A&M University   1986 — 1991
Bachelor of Arts (B.A.), Physics and Philosophy

Tyler Klosinski Tyler Klosinski Dallas/Fort Worth Area Details
Tyler Klosinski's Fidelity Investments Experience April 2013 - January 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  January 2014 - Present
Fidelity Investments   April 2013 - January 2014
Fidelity Investments   July 2012 - April 2013
iCracked Inc.  December 2010 - August 2012
Goldline International, Inc  March 2006 - August 2011

Skills
Investments, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Finance, Communication, Bloomberg Terminal, Asset Management, Sales, Alternative Investments, Retirement Planning, Financial Markets, Financial Transactions, Financial Projection, Analysis, Problem Solving, Capital Markets, Microsoft Office

Education
Oaks Christian

Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor's, Finance

Southern Methodist University   2008 — 2012
Minor, Economics

Jamie M. Bloom Jamie M. Bloom Dallas, Texas Details
Jamie M. Bloom's Fidelity Investments Experience February 1998 - October 1999
Job Vice President | Senior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co, Inc. Charles Schwab Bank   January 2010 - Present
Retirement Advisors of America  April 2008 - December 2008
RAA Wealth Management, LLC   August 2006 - April 2008
Retirement Advisors of America  December 2005 - August 2006
JPMorganChase Bank  December 2003 - December 2005
1st Global  October 1999 - December 2003
Fidelity Investments   February 1998 - October 1999

Education
Southern Methodist University   2013 — 2015
Certificate Program in Financial Planning (CPFP), Financial Planning and Services

Texas Christian University   1993 — 1997
Bachelor of Science (BS), Economics and International Business

Canterbury School of Florida   1989 — 1993
High School Diploma, College Prepatory

PCJDS   1981 — 1988
Elementry / Middle

Jay Pandya, MBA, SPHR Jay Pandya, MBA, SPHR Houston, Texas Area Details
Jay Pandya, MBA, SPHR's Fidelity Investments Experience 2000 - 2002
Job Director Relationship Management at ADP
Industry Outsourcing/Offshoring
Experience
ADP  March 2011 - Present
Mercer  August 2004 - 2011
Clark Consulting  2002 - 2004
Fidelity Investments   2000 - 2002
Hewitt  1998 - 2000

Skills
Vendor Management, Outsourcing, CRM, Management, Leadership, Business Process, Project Management, Team Management, Account Management, Employee Benefits, Integration, Negotiation, Personnel Management, Relationship Management, Defined Benefit, Time Management, Benefits Administration, Performance Management, 401k, Human Resources, BPO, Process Improvement, Talent Acquisition

Education
Southern Methodist University - Cox School of Business
MBA, Management and Finance

The University of Texas at Austin
Psychology and Business

Natalie Chao Natalie Chao Dallas/Fort Worth Area Details
Natalie Chao's Fidelity Investments Experience October 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Sports
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   April 2013 - November 2014
Victoria's Secret  March 2013 - May 2013
Med X Sports   February 2013 - May 2013
Victoria's Secret  September 2012 - March 2013
Burnett Specialists / Choice Staffing  February 2012 - May 2012

Skills
Series 7, Series 63, Sales, Customer Service, Leadership, Series 66

Education
Southern Methodist University   2008 — 2012
Bachelor of Science (B.S.), International/Global Studies

Taipei American School   2006 — 2008
International Baccalaureate Diploma

Dwight Back Dwight Back Clearwater, Florida Details
Dwight Back's Fidelity Investments Experience June 1995 - June 2008
Job VP Sales at RooSites Web Development
Industry Information Technology and Services
Experience
RooSites Web Development   July 2013 - Present
FMS Purchasing & Services   May 2009 - May 2013
Fidelity Investments   June 1995 - June 2008
Fidelity Investments   July 2002 - June 2005
Indus International  September 2000 - January 2002
Fidelity Investments   December 1992 - September 2000

Skills
Business Analysis, Management, Team Building, Marketing Strategy, Process Improvement, Cross-functional Team..., Customer Service, Strategic Planning, Vendor Management, Program Management, Business Process..., Business Strategy, Project Management, Operations Management, Entrepreneurship, Marketing, Competitive Analysis, Project Planning, Strategy, Digital Marketing, Forecasting, Leadership, Social Media Marketing, Executive Management, Data Analysis, Sales Management, Digital Strategy, Negotiation, Product Management, CRM, Finance, Training, Consulting, Business Development, Start-ups, Business Planning

Education
Southern Methodist University - Cox School of Business   1997 — 1999
MBA

University of Kentucky   1981 — 1985
BBA, Finance

Scott Canfield Scott Canfield Dallas/Fort Worth Area Details
Scott Canfield's Fidelity Investments Experience June 1994 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1994 - Present
Coopers & Lybrand Consulting  June 1985 - May 1994

Skills
Strategy, Securities, Asset Allocation, Financial Services, Retirement Planning, Series 63, Risk Management, Relationship Management, Defined Contribution, Defined Benefit, Mutual Funds, 401k, Retirement

Education
Southern Methodist University   1979 — 1983
BBA, Finance

Robert E Lee High School

Jennifer Thorsen Jennifer Thorsen Dallas/Fort Worth Area Details
Jennifer Thorsen's Fidelity Investments Experience December 1995 - October 2002
Job Photographer and Designer
Industry Photography
Experience
Jennifer Thorsen Photography   January 2010 - Present
Clark Consulting  October 2007 - October 2010
D.R. Saur Financial   December 2005 - October 2007
True North Advisors  October 2003 - November 2005
Consultant  November 2002 - November 2003
Fidelity Investments   December 1995 - October 2002

Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement

Education
Southern Methodist University - Cox School of Business   1998 — 2001
MBA, Marketing, Technology

Texas State University   1991 — 1995
BBA, Finance

Mohammed Awadalla, CFP® Mohammed Awadalla, CFP® Austin, Texas Details
Mohammed Awadalla, CFP®'s Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   June 2014 - March 2015
Fidelity Investments   April 2013 - June 2014
Fidelity Investments   June 2012 - April 2013
Push America  May 2010 - August 2010
The Home Depot  October 2007 - January 2010
Wyndham Hotel Group  August 2006 - May 2007

Skills
Customer Service, Public Speaking, Leadership, PowerPoint, Event Planning, Time Management, Research, Microsoft Office, Teamwork, Microsoft Word, Leadership Development, Finance, Recruiting, Access, Microsoft Excel, Event Management

Education
Southern Methodist University   2013 — 2014
SMU CAPE Program - CFP®, Certificate in Financial Planning

The University of Texas at Arlington   2008 — 2011
BS, Psychology, Business Administration

Cory Dowell Cory Dowell Dallas/Fort Worth Area Details
Cory Dowell's Fidelity Investments Experience August 1997 - July 2004
Job Financial Advisor at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management  January 2011 - Present
Bernstein Global Wealth Management  July 2004 - December 2010
Fidelity Investments   August 1997 - July 2004

Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Retirement Planning, Estate Planning, Financial Modeling, Equities, Risk Management, Investment Management, Strategy, Financial Services, Financial Advisory, Capital Markets, Finance, Wealth

Education
Southern Methodist University - Cox School of Business   2002 — 2004
MBA, Finance & Financial Consulting

The University of Texas at Arlington   1994 — 1998
BBA, Finance

Patrick Foreman Patrick Foreman Dallas/Fort Worth Area Details
Patrick Foreman's Fidelity Investments Experience 2010 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2010 - Present
Fidelity Investments   2006 - 2010
Fidelity Investments   2002 - 2006
Fidelity Investments   2002 - 2005
Fidelity Investments   2000 - 2002
Fidelity Investments   1997 - 2000
Lennar Homes  January 1995 - January 1997

Skills
Network, Wireless Networking, Telecommunications, Vendor Management, Management, Finance, Product Management, Strategy, SDN, Strategic Roadmaps, Procurement, Enterprise Software, Program Management, Negotiation, Requirements Analysis, Disaster Recovery, Process Improvement, SDLC, Six Sigma, Call Center, Infrastructure..., Project Management, ITIL, Technical Support, Business Analysis, PMP, Information Technology, Networking

Education
Southern Methodist University - Cox School of Business
M.B.A., Finance, Information Technology

The University of Texas at Austin - Red McCombs School of Business
B.B.A., Managment, Mechanical Engineering

Cody Farmer, CFA Cody Farmer, CFA Greater Denver Area Details
Cody Farmer, CFA's Fidelity Investments Experience February 2014 - September 2015
Job Fixed Income Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2014 - September 2015
Janus Capital Group  September 2010 - February 2014
Janus Capital Group  July 2008 - August 2010
Nuveen Investments  March 2007 - June 2008
Bank of America  2006 - 2007
Bank of America  June 2004 - June 2006

Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7

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

Texas Tech University   1995 — 1999
BS, Mathematics

University of North Texas   1993 — 1995
High School Diploma

Art Brickey, CFA Art Brickey, CFA Dallas/Fort Worth Area Details
Art Brickey, CFA's Fidelity Investments Experience 1992 - 1997
Job Executive Vice President at Carlyle Capital Markets
Industry Financial Services
Experience
Carlyle Capital Markets   April 2010 - Present
Friedman Luzzatto & Co.   September 1999 - Present
RIO Technical Services   August 2005 - March 2010
First Southwest Company  2003 - 2005
Carlyle Capital Markets   1999 - 2003
Bank of America  1997 - 1999
Fidelity Investments   1992 - 1997
First Tennessee Bank  1990 - 1992

Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   1993 — 1996
MBA, Finance

The University of Memphis   1990 — 1991
BBA, Finance

Jeffrey Jenson Jeffrey Jenson Rexburg, Idaho Details
Jeffrey Jenson's Fidelity Investments Experience March 2001 - January 2008
Job District Executive at Boy Scouts of America Grand Teton Council
Industry Higher Education
Experience
Boy Scouts of America - Grand Teton Council   August 2013 - Present
BYU-Idaho  March 2013 - August 2013
University of Oklahoma  June 2011 - April 2013
State of Oklahoma  February 2010 - May 2011
University of Oklahoma  January 2009 - August 2009
State of Oklahoma, Tax Commission   March 2008 - December 2008
Fidelity Investments   March 2001 - January 2008

Skills
Statistical Data..., Focus Groups, Survey Design, Survey Research, Qualitative Research, Quantitative Research, College Teaching, Adult Education, Analysis, Grants, Higher Education, Microsoft Word, PowerPoint, Program Evaluation, Research, SPSS, Statistics, Training, Customer Service

Education
University of North Texas   2005 — 2007
Master of Business Administration (M.B.A.), Strategic Management

Southern Methodist University   2003 — 2004
Master of Arts (M.A.), Applied Economics

Southern Methodist University   2002 — 2003
Graduate Certificate, Finance

University of Utah   1996 — 2000
Bachelor of Science (B.S.), Economics

University of Utah   1996 — 2000
Bachelor's degree, Speech Communication and Rhetoric

Spencer Budde Spencer Budde Dallas/Fort Worth Area Details
Spencer Budde's Fidelity Investments Experience July 2012 - January 2014
Job Associate at Sendero
Industry Management Consulting
Experience
Sendero  February 2014 - Present
Fidelity Investments   July 2012 - January 2014
Morgan Stanley Smith Barney  August 2011 - August 2011
GE Capital Solutions Europe Limited   September 2010 - December 2010
Advantage Copier Equipment (acquired by ASI Business Solutions)   June 2004 - September 2009
Frank J. Budde, Attorney at Law   January 2007 - June 2008

Skills
Leadership, Microsoft Office, Financial Analysis, Management, Teamwork, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Leadership Development, Access, Business Analysis, Research, Accounting, Management Consulting, Training & Development, Technology Consulting, Business Strategy, Business Process...

Education
Tuck School of Business at Dartmouth   2012 — 2012
Bridge Program

Southern Methodist University - Cox School of Business   2008 — 2012
B.B.A., Finance; B.A., Markets and Culture

University of Westminster   2010 — 2010
Business

Jason C. Holland Jason C. Holland Greater Los Angeles Area Details
Jason C. Holland's Fidelity Investments Experience 2006 - 2011
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse  March 2011 - Present
Fidelity Investments   2006 - 2011

Education
Southern Methodist University - Cox School of Business
Masters of Business Administration, Finance

Texas Tech University
Bachelor of Business Administration, Finance

Sreedharan Muthusamy Sreedharan Muthusamy Dallas/Fort Worth Area Details
Sreedharan Muthusamy's Fidelity Investments Experience May 2011 - Present
Job Sr. Systems Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   May 2011 - Present
Verizon  January 2010 - May 2011
Verizon  July 2007 - December 2009
Verizon  May 2001 - June 2007
ProCert Inc   February 1999 - August 2000

Skills
SDLC, Testing, SQL, Telecommunications, Data Analysis, Team Leadership, Management, Requirements Analysis, Business Requirements, Agile Methodologies, Vendor Management, Business Analysis, Software Project..., Requirements Gathering, Integration, Program Management, Unix, Visio, Project Management, Business Intelligence, Process Improvement

Education
Southern Methodist University - Cox School of Business   2011 — 2011
Graduate Certificate, Business Intelligence Graduate Certificate

The University of Dallas   2006 — 2008
MBA, IT Service Management

University of Oklahoma - Price College of Business   1994 — 1998
BBA, Management Information System

University of Oklahoma   1994 — 1997
Bachelor of Science, Mechanical Engineering

Kirby Jackman Kirby Jackman Chicago, Illinois Details
Kirby Jackman's Fidelity Investments Experience May 2014 - August 2014
Job Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY  August 2015 - Present
Fidelity Investments   May 2014 - August 2014
Motorola Solutions  May 2013 - August 2013
Knott's Berry Farm Soak City   April 2012 - August 2012
Knott's Berry Farm Soak City   May 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, Teamwork, Java, Operations Research, Team Leadership, Microsoft Word, Operations Management, Data Analysis, Communication, AMPL, Engineering Management, Microeconomics, Project Management, EMIS, C++, Engineering Economics, Linear Algebra, Macroeconomics, Accounting, SQL, Agile Methodologies, Visio

Education
Southern Methodist University   2011 — 2015
Bachelor of Science (B.S.), Management Science, and Minor in Mathematics, Senior

Southern Methodist University, Lyle School of Engineering   2011 — 2015
B.S, Candidate, Management Science Engineering

Rosary High School   2007 — 2011

Rosary High School   2007 — 2011
H.S. Diploma

Brandi Holmes, CFP® Brandi Holmes, CFP® Dallas/Fort Worth Area Details
Brandi Holmes, CFP®'s Fidelity Investments Experience January 2001 - June 2015
Job Financial Advisor at Anchor Private Planning
Industry Financial Services
Experience
Anchor Private Planning   June 2015 - Present
Fidelity Investments   January 2001 - June 2015

Skills
Mutual Funds, Series 7, Certified Financial..., Insurance, Finance, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Asset Management, Equities, Financial Planning, Financial Services, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Personal Finance, Portfolio Management, Securities, Series 63, Strategic Financial..., Uniform Combined State..., 401k

Education
Southern Methodist University - Cox School of Business   2003 — 2005
CFP Program, Financial Planning and Services

University Saint Louis Christian College   1995 — 1998

Rian Monreal Jackson Rian Monreal Jackson Dallas/Fort Worth Area Details
Rian Monreal Jackson's Fidelity Investments Experience June 2013 - August 2013
Job Human Capital Staff at EY
Industry Financial Services
Experience
EY  July 2015 - Present
Grand Energy Inc.  December 2014 - July 2015
Bain & Schindele Tax Consulting   January 2015 - April 2015
Southern Methodist University  August 2013 - May 2014
Southern Methodist University  September 2011 - May 2014
Fidelity Investments   June 2013 - August 2013

Skills
Finance, PowerPoint, Microsoft Excel, Statistics, Microsoft Office, Microsoft Word, Outlook, Event Planning, Data Validation, Teamwork

Education
Southern Methodist University   2011 — 2014
B.S., Economics with Finance Applications

Curt Germany, Jr., CVA Curt Germany, Jr., CVA Dallas/Fort Worth Area Details
Curt Germany, Jr., CVA's Fidelity Investments Experience 1993 - 1997
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  January 2015 - Present
CBIZ Valuation Group, LLC  September 2012 - December 2014
Waterview Advisors  May 2008 - August 2012
Running Rainbow Floral Supply, LLC   2004 - 2008
Southwest Securities  2000 - 2002
Citigroup Geneva Capital Strategies   1997 - 2000
Fidelity Investments   1993 - 1997

Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   1995 — 1997
MBA

The University of Texas at Austin   1988 — 1992
BBA, Finance

Julia Burman Julia Burman Dallas, Texas Details
Julia Burman's Fidelity Investments Experience May 2013 - August 2013
Job Research Coordinator at CBRE
Industry Commercial Real Estate
Experience
CBRE  May 2015 - Present
CBRE  September 2014 - May 2015
Fidelity Investments   May 2013 - August 2013
Bank of America Merrill Lynch  December 2012 - January 2013

Skills
Financial Analysis, Financial Planning, Financial Services, Mutual Funds

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications Specialization

Chris Garrick Chris Garrick Dallas, Texas Details
Chris Garrick's Fidelity Investments Experience 1997 - 1999
Job Senior Vice President at CBRE
Industry Information Technology and Services
Experience
CBRE  April 2015 - Present
CBRE  January 2012 - April 2015
Booz & Company  May 2010 - January 2012
Wolfrox Partners L.P.   July 2009 - May 2010
Rogers Communications Inc.  February 2009 - July 2009
Vertex Business Services (acquired division from Alliance Data)   July 2008 - February 2009
Alliance Data  October 2005 - July 2008
Green Mountain Energy Company  October 2002 - November 2005
USPowerSolutions  November 1999 - July 2002
Fidelity Investments   1997 - 1999

Skills
IT Strategy, Organizational Design, Strategy, Process Simulation, Critical Thinking, Vendor Management, Change Management, Leadership, Business Process..., Process Engineering, Business Analysis, Enterprise Architecture, Business Process, Program Management, Governance, E-commerce, Mergers & Acquisitions, Process Improvement, Business Strategy, Information Technology, Product Management, Strategic Planning, Outsourcing, Team Building, Team Leadership, Analytics, SDLC, Project Management, Business Planning, Project Portfolio..., Management, Enterprise Software, Entrepreneurship, Product Development, Business Intelligence, Professional Services, Management Consulting, Integration, Cross-functional Team...

Education
Southern Methodist University - Cox School of Business   2008 — 2010
MBA

University of Massachusetts at Lowell   1990 — 1993
Electrical Engineering

Richard Frye Richard Frye Dallas/Fort Worth Area Details
Richard Frye's Fidelity Investments Experience June 2006 - October 2006
Job Consulting Services Supervisor at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP  December 2014 - Present
CExchange LLC   October 2011 - November 2014
GM Financial/AmeriCredit  January 2011 - October 2011
Morgan Stanley  July 2007 - July 2011
Fidelity Investments   June 2006 - October 2006
AmeriCredit  June 2005 - August 2005

Skills
Data Analysis, Forecasting, Microsoft Excel, VBA, SAS, Risk Management, SQL, Business Process..., Microsoft Office, Budgets, PowerPoint, Microsoft Word, Database Administration, Teamwork, Customer Service

Education
Southern Methodist University - Cox School of Business   2009 — 2011
Master of Business Administration, Finance

Texas Christian University - M.J. Neeley School of Business   2004 — 2007
BBA, Finance

Southlake Carroll High School

Alessandro Newby Alessandro Newby Miami/Fort Lauderdale Area Details
Alessandro Newby's Fidelity Investments Experience 1994 - 1995
Job President & Trade Manager at BAMM Group, LLC
Industry Import and Export
Experience
BAMM Group, LLC   September 2014 - Present
AGF Global, LLC (America's Gourmet Foods)   December 2010 - August 2014
AJC International, Inc.   2005 - 2010
Global Mex Trading, LLC   2004 - 2005
Marcus Food Company   2000 - 2004
Advance Design Center   1997 - 2000
Fidelity Investments   1994 - 1995

Skills
Sales Management, International Sales, Wholesale, Food, Export, Purchasing, Freight Forwarding, International Trade, Marketing Strategy, Logistics

Education
Southern Methodist University - Cox School of Business   1989 — 1993
BBA, Business, Management, Marketing, and Related Support Services

Franklin Delano High School, Lima Peru

Jennifer Haber Jennifer Haber Richardson, Texas Details
Jennifer Haber's Fidelity Investments Experience May 2014 - August 2014
Job Business Technology Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP  July 2015 - Present
Southern Methodist University  January 2013 - May 2015
Southern Methodist University  November 2011 - May 2015
Fidelity Investments   May 2014 - August 2014
Fidelity Investments   May 2013 - August 2013
Jason Villalba Political Campaign   May 2012 - August 2012

Skills
Time Management, Management, Leadership, Quality Assurance, Microsoft Excel, Public Speaking, Mechanical Engineering, Agile Methodolgy, Microsoft Office, Sitecore, Political Campaigns, Robotics Engineering..., Tenacious Work Ethic, Systems Analysis, Java, PowerPoint, Research, Data Analysis, Matlab, Social Media

Education
Southern Methodist University   2011 — 2015
Bachelor of Science (BS), Mechanical Engineering, Minor: Mathematics

Richardson High School   2007 — 2011
Distinguished Diploma, 4.0

Yolanda Hendrix Yolanda Hendrix Dallas/Fort Worth Area Details
Yolanda Hendrix's Fidelity Investments Experience April 2000 - February 2003
Job Compliance Consultant
Industry Financial Services
Experience
1st Global  August 2011 - Present
1st Global  May 2009 - August 2011
1st Global  August 2008 - May 2009
TIAA-CREF  July 2007 - August 2008
1st Global  October 2004 - July 2007
Fidelity Investments   April 2000 - February 2003

Skills
Phone Etiquette

Education
Southern Methodist University   1995 — 1998
Bachelor of Arts, Psychology

Jason Stipp Jason Stipp Dallas/Fort Worth Area Details
Jason Stipp's Fidelity Investments Experience October 2012 - Present
Job Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   May 2008 - October 2012
Fidelity Investments   August 2006 - May 2008
Redken Distribution Associates   August 2002 - December 2005
Winn Dixie  August 1998 - June 2002

Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Microsoft Excel, Process Improvement, Finance, PowerPoint

Education
Southern Methodist University - Cox School of Business   2009 — 2011
PMBA, Corporate Finance

The University of Texas at Arlington   2004 — 2006
BBA, Finance, General

Manolo Tristan Manolo Tristan Dallas/Fort Worth Area Details
Manolo Tristan's Fidelity Investments Experience May 1995 - January 2002
Job President at Tristan & Associates, Inc.
Industry Financial Services
Experience
Tristan & Associates   May 2014 - Present
The Principal Financial Group  July 2005 - May 2014
ING FINANCIAL ADVISORS  July 2002 - July 2005
Fidelity Investments   May 1995 - January 2002

Skills
401 (k), 403 (b), SEP &..., Disability Income..., Annuities (Variable &..., Series 6,7,63, 65, 66..., Asset Allocation, Financial Needs Analysis, Supplemental Retirement..., Tax-Deferred Savings, IRAs (Traditional &..., Term Life Insurance, Mutual Funds

Education
Southern Methodist University   1991 — 1995
BA, History and Medieval Studies

Heath McPherson Heath McPherson Dallas/Fort Worth Area Details
Heath McPherson's Fidelity Investments Experience August 2012 - Present
Job Senior Manager Client Services at Fidelity Investments | CFA | MBA | Experienced Portfolio Manager
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present
McPherson Personal Assets Management   July 1997 - August 2012
Fidelity Investments   August 1996 - July 1997

Skills
Portfolio Management, Options, Stock Management, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Risk, Chartered Financial..., MBA

Education
Southern Methodist University - Cox School of Business   2001 — 2003
Master of Business Administration (MBA), Finance, General

University of Iowa   1991 — 1994
Bachelor of Business Administration (BBA), Finance, General

Greg Irlbeck Greg Irlbeck Dallas/Fort Worth Area Details
Greg Irlbeck's Fidelity Investments Experience December 1994 - July 2008
Job Investments Manager
Industry Investment Management
Experience
Dallas Police and Fire Pension System   January 2013 - Present
Dallas Police and Fire Pension System   2008 - 2012
Fidelity Investments   December 1994 - July 2008

Skills
Alternative Investments, Financial Modeling, Fixed Income, Valuation, Financial Analysis, Asset Management, Performance Benchmarking, Global Tactical Asset..., Asset Allocation, Investment Strategies, Financial Services, Mutual Funds, Investment Management, Investments, Portfolio Management, Due Diligence, Equities

Education
Southern Methodist University - Cox School of Business   2001 — 2004
MBA, Finance and Accounting

Texas A&M University   1989 — 1993
BBA, Finance, Accounting, Economics

Josef Hudson Josef Hudson Dallas/Fort Worth Area Details
Josef Hudson's Fidelity Investments Experience September 2000 - August 2004
Job Designer | Principal
Industry Design
Experience
Josef Hudson Home & Hospitality Design   August 2005 - Present
Fidelity Investments   September 2000 - August 2004

Skills
Interior Design, Furniture, Hospitality, Space Planning, Interiors, Renovation, AutoCAD, Furnishings, Art, Concept Design, Hotels, Design Development, CAD, Textiles, Merchandising, Product Design, Budgeting, Construction Documents, Architecture, Finishes, Tiles, Contract Negotiation, FF&E, Concept Development, Creative Problem Solving, Space-planning, Design Research, Space planning, Finish, Residential Homes, Budgets, Residential Design, Custom Furniture, Design Strategy, Interior Architecture, Architectures, Floor Plans, Submittals

Education
Southern Methodist University   1996 — 2000
B.S./B.A.

El Centro School of Design
Design

Kyle Dews Kyle Dews Washington D.C. Metro Area Details
Kyle Dews's Fidelity Investments Experience August 2006 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments   August 2006 - Present
Fidelity Investments   February 2014 - Present
Fidelity Investments   July 2011 - Present
Fidelity Investments   August 2008 - February 2014
Fidelity Investments   July 2012 - February 2013
Fidelity Investments   August 2007 - July 2010
Merrill Lynch  January 2004 - August 2006
Waddell & Reed  2002 - 2004

Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis

Education
Southern Methodist University - Cox School of Business   2009 — 2010
MBA, Finance

Stephen F. Austin State University   1996 — 2001
B.B.A., Marketing

Wendy Zacchio Wendy Zacchio Houston, Texas Area Details
Wendy Zacchio's Fidelity Investments Experience August 1992 - October 2004
Job
Industry Financial Services
Experience
AIG  June 2014 - Present
AIG  February 2014 - Present
The Hartford  September 2012 - January 2014
The Hartford  November 2009 - November 2012
The Hartford  November 2007 - October 2009
The Hartford  August 2006 - November 2007
The Hartford  2005 - 2006
Pegasus Solutions  2004 - 2005
Fidelity Investments   August 1992 - October 2004

Skills
Certified Change..., Team Building, Cross-functional Team..., Continuous Improvement, Business Strategy, Business Analysis, Disaster Recovery, Data Center, Leading Change, Culture Change, IT Service Management, Service Delivery, Thought Leadership, Strategic Planning, IT Strategy, Strategic Thinking, Collaborative Problem..., Virtual Teams, Information Technology, Operations Management, Program Management, Portfolio Management, Leadership, Critical Thinking, Shared Services, Call Center, Organization..., Infrastructure..., Infrastructure..., Strategic Roadmaps, Infrastructure Services, Distributed Team..., Organizational Behavior, Stakeholder Management, Service Desk, Facilities Management, Strategic Leadership, COE, Sourcing, Lean Operations, Business Process..., Innovation, Organizational..., Global Leadership, Technology Roadmapping, Technology Leadership, Technology Solutions, Technology Policy, Technology, Applications

Education
Southern Methodist University   2002 — 2003
MS, Engineering Mgmt

Southern Methodist University
BSS, Maj: Psychology, Min Emph: Poli Sci, Econ

Kathy Dumont Kathy Dumont Linden, Tennessee Details
Kathy Dumont's Fidelity Investments Experience July 1991 - May 1993
Job Owner at Commodore Hotel Linden
Industry Hospitality
Experience
Commodore Hotel Linden   2007 - Present
Bristol County Savings Bank  March 2000 - May 2006
Fidelity Investments   July 1991 - May 1993

Skills
Marketing Strategy, Event Management, Hospitality, Entrepreneurship, Social Media Marketing, Social Media, Marketing, Tourism, Hotels, New Business Development, Restaurants, Online Marketing, Small Business, Online Advertising, Customer Service, Social Networking, Email Marketing, Trade Shows, E-commerce, Corporate Events, Market Planning

Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Marketing

Dan Wolfe Dan Wolfe Dallas/Fort Worth Area Details
Dan Wolfe's Fidelity Investments Experience January 2012 - July 2012
Job Senior Financial Advisor at Dell Services
Industry Information Technology and Services
Experience
Dell Services  November 2012 - Present
Roofing Supply Group  July 2012 - September 2012
Fidelity Investments   January 2012 - July 2012
Hewlett-Packard  November 2010 - December 2011
Resources Global Professionals  August 2008 - August 2010
Alsbridge, Inc.   February 2007 - April 2008
Small Business Administration  February 2006 - November 2006
Nokia  July 1999 - November 2005
Alltel Wireless  May 1996 - July 1999
GE Capital  March 1992 - May 1996

Skills
Financial Planning and..., Financial Modeling, Budgeting, Planning, P&L Management, Forecasting, Financial Projections, Best Practices, Capital Expense (CAPEX), Cash Flow Models, Consulting, Financial Reporting, Key Performance..., Margin Growth, Pricing Models, Operating Expenses..., Back-Office Processes &..., Financial Training, Finance, Analysis, Program Management, Strategy, Cash Flow, Budgets, Strategic Financial..., Project Planning, Business Planning, Key Performance..., Management, Pricing Strategy, Training, Cross-functional Team..., Contract Negotiation, Leadership, Human Resources, Change Management, Fundamental Analysis, Financial Analysis, Gross Margin, Accounting

Education
Southern Methodist University - Cox School of Business
MBA, Finance/Accounting

Texas A&M University
BBA, Business Administration

Shirley Thomas Shirley Thomas Greater Detroit Area Details
Shirley Thomas's Fidelity Investments Experience August 1993 - June 1995
Job New Construction Real Estate Marketing Director at Centennial Home Group
Industry Construction
Experience
Centennial Home Group   April 2014 - Present
Real Estate One  February 2007 - April 2014
Prudential Real Estate  January 2003 - January 2007
Sprint  June 1995 - June 2002
Fidelity Investments   August 1993 - June 1995

Skills
Sellers, Real Estate, Foreclosures, Short Sales, Buyers, Buyer Representation, Commercial Real Estate, Marketing, Construction, First Time Home Buyers, REO, Listings, HUD, Relocation, Referrals, Investors, Investment Properties, Residential Homes, Real Estate Transactions, Selling, New Home Sales, Seller Representation, Contract Negotiation, Negotiation, Team Building, Single Family Homes, Strategic Planning, Management, Luxury, Customer Service

Education
The University of Dallas   1998 — 2002
Masters in Business Administration

Southern Methodist University - Cox School of Business   1989 — 1993
BBA, Management Information Systems

Wendy Pullinen Wendy Pullinen Dallas/Fort Worth Area Details
Wendy Pullinen's Fidelity Investments Experience April 2015 - Present
Job Director, Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Sabre Inc.  November 2012 - March 2015
Sabre Holdings  January 2008 - October 2012
Sabre  June 2007 - December 2007
Nokia  November 2004 - October 2005
Nokia  June 2003 - November 2004
Nokia  October 2001 - May 2003
Nokia  November 1997 - September 2001
Nokia  June 1996 - October 1997
Conti Industries   January 1989 - May 1996

Skills
Technical Support, Customer Service, Conflict Management, Agile Project Management, Coaching, Test Management, IT Operations, Change Management, Accounting, Mobile..., Interviewing, Project Management, Technical Leadership, Team Leadership, Leadership Development, Mobile Telephony, Leadership, Telecommunications, Management, Project Portfolio..., Integration, Interviews, Cross-functional Team..., Agile Methodologies

Education
Southern Methodist University - Cox School of Business   2006 — 2007
Masters, Management

The University of Texas at Arlington   1991 — 1996
Bachelor's Degree, Information Systems

Mike Doyel Mike Doyel Dallas/Fort Worth Area Details
Mike Doyel's Fidelity Investments Experience February 2014 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments   February 2014 - Present
JPMorgan Chase  September 2000 - January 2014
ECOM  February 2000 - September 2000
JRA Information Services   April 1999 - February 2000
RSM  February 1999 - April 1999
JRA Information Services   November 1998 - February 1999
NIMS Associates, Inc.   July 1997 - November 1998
Sprint  August 1995 - July 1997
Lockheed Martin  March 1985 - July 1995

Skills
DB2, COBOL, Syncsort, NDM, JCL, CICS, SDLC, Software Project..., Business Analysis, TSO, SQL, Application Development, XML, VSAM, Visio, Enterprise Architecture, Software Development, Requirements Analysis, Databases, Unix, MVS, Endeavor, Business Intelligence, Production Support, Data Warehousing, Program Management, Business Process..., IMS DB/DC, Mainframe, Testing, Performance Tuning, Systems Analysis, Oracle, Sybase, Requirements Gathering, Disaster Recovery, Data Modeling, MS Project, PL/SQL, ETL, Teradata, AIX, SharePoint, WebSphere MQ, Fileaid, Business Requirements, IBM Mainframe, Xpediter, Quality Center, z/OS

Education
Southern Methodist University   1992 — 1996
MS, Mathematics

Texas Wesleyan University   1989 — 1992
BS, Mathematics

Dallas Dendy Dallas Dendy Dallas/Fort Worth Area Details
Dallas Dendy's Fidelity Investments Experience August 2005 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2005 - Present
Fidelity Investments   March 2004 - August 2005
Fidelity Investments   January 2003 - March 2004
Fidelity Investments   January 2001 - January 2003
Fidelity Investments   August 1997 - January 2001
Fidelity Investments   March 1996 - August 1997

Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Analysis, Business Planning, Defined Contribution, Tax, Institutional..., Series 7, Series 63, Asset Allocation

Education
Southern Methodist University - Cox School of Business   1998 — 2000
MBA

The University of Texas at Austin   1994 — 1995
BA, Government

Andrew Harman Andrew Harman Greater Seattle Area Details
Andrew Harman's Fidelity Investments Experience 1995 - 2005
Job Service Project Manager
Industry Financial Services
Experience
Bank of America  2009 - Present
Countrywide  April 2006 - April 2009
Fidelity Investments   1995 - 2005

Education
Southern Methodist University - Cox School of Business   1998 — 2001

Trinity University   1991 — 1995
BS, Chemistry

Braden Harmon Braden Harmon Dallas, Texas Details
Braden Harmon's Fidelity Investments Experience 1900 - 1901
Job Director at Berkeley Point Capital
Industry Commercial Real Estate
Experience
Berkeley Point Capital   March 1900 - Present
Fidelity Investments   1900 - 1901

Skills
Real Estate Development, CMBS, Commercial Real Estate, Real Estate Economics, Private Equity, Disposition, Leases, Investments, Mezzanine, Property Management, Real Estate, Valuation, Underwriting, Financial Analysis, Real Estate Transactions, Portfolio Management, Due Diligence, Financial Modeling, Loans, Asset Managment, Financial Structuring, Investment Properties, Credit, Real Estate Financing, Location Intelligence, Apartments, Capital Markets, Real Estate Private..., Brokerage, Acquisitions, Commercial Mortgages, Investors, Mortgage Lending, Loan Origination, Corporate Real Estate, International Real..., Joint Ventures, Finance, Structured Finance

Education
Southern Methodist University - Cox School of Business   1900 — 2021
MBA, Business

The University of Texas at Austin   1900 — 2021

Nestor Jimenez Nestor Jimenez Fort Worth, Texas Details
Nestor Jimenez's Fidelity Investments Experience February 2013 - August 2013
Job Risk Analyst
Industry Financial Services
Experience
ACE Cash Express  October 2014 - Present
GM Financial  November 2013 - October 2014
Fidelity Investments   February 2013 - August 2013
TD Ameritrade  February 2012 - February 2013
TD Ameritrade  October 2010 - February 2012
TD Ameritrade  March 2009 - September 2010
TD Ameritrade  October 2007 - February 2009

Skills
Quantitative Finance, Financial Risk..., Stata, R, SAS, XLMiner, Applied Economics, Econometrics, Portfolio Management, Financial Analysis, Financial Modeling, Managerial Economics, SQL, Valuation, Predictive Analytics, Criminology, Data Analysis, Data Mining, VAR, HAPKIDO, Financial Econometrics, Statistics, Social Sciences, ETFs, Series 63, Fixed Income, Mutual Funds, Series 7, Securities, Derivatives, Statistical Modeling, Credit Risk, Business Intelligence, Options, Quantitative Analytics, Financial Risk, Investment Advisory, Bloomberg, Alternative Investments, Series 24

Education
Southern Methodist University   2010 — 2012
Master of Arts (M.A.), Applied Economics

The University of Texas at Dallas   2009 — 2010
Master of Science (M.S.), Finance

Texas Christian University   2001 — 2003
Bachelors, General Studies - Finance

Lee Anderson, CFA Lee Anderson, CFA Phoenix, Arizona Area Details
Lee Anderson, CFA's Fidelity Investments Experience December 1991 - July 1997
Job Vice President Senior Portfolio Manager at US Bank Private Client Reserve
Industry Investment Management
Experience
US Bank Private Client Reserve  January 2012 - Present
Northern Trust  February 2006 - January 2012
FNB Colorado/Tributary Capital Management   2003 - 2005
Merrill Lynch Investment Management (MLIM)   January 1998 - February 2003
Fidelity Investments   December 1991 - July 1997

Education
Southern Methodist University - Cox School of Business   1993 — 1997
MBA

Texas A&M University   1986 — 1989
BS, Political Science

Oksana Khariv Oksana Khariv Houston, Texas Details
Oksana Khariv's Fidelity Investments Experience 2003 - 2006
Job Advisor LNG
Industry Oil & Energy
Experience
ExxonMobil  March 2013 - Present
TGGT Holdings BG Group - EXCO JV   September 2012 - February 2013
Quorum Business Solutions  2006 - September 2012
Fidelity Investments   2003 - 2006
Prudential Financial  2003 - 2003

Skills
Financial Modeling, Financial Analysis, Valuation, Business Strategy, Energy, Data Analysis, Venture Capital

Education
Southern Methodist University - Cox School of Business   2009 — 2012
MBA, Finance; Energy Finance

The Chinese University of Hong Kong
Exchange Program, Conducting Business in Asia

Investment Banking Institute
Financial Modeling and Valuation

University of North Texas   2001 — 2003
B.S., Computer Science / International Studies

Ukrainian State University   1996 — 1999
Management of Foreign Economic Activity

McCrary, Mike McCrary, Mike Austin, Texas Area Details
McCrary, Mike's Fidelity Investments Experience April 2003 - January 2009
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Wells Fargo  June 2010 - March 2012
Fidelity Investments   April 2003 - January 2009
Fidelity Investments   March 2001 - April 2002
Fidelity Investments   February 2000 - March 2001
Fidelity Investments   September 1998 - February 2000
Block Trading  January 1997 - September 1998
Fidelity Investments   June 1996 - January 1997
Fidelity Investments   May 1995 - June 1996

Education
Southern Methodist University - Cox School of Business
MBA

Texas Tech University
Bachelor of Arts, Economics

Kyle Hendrick Kyle Hendrick Dallas/Fort Worth Area Details
Kyle Hendrick's Fidelity Investments Experience July 1998 - June 2001
Job CPA, CIA, CFA
Industry Accounting
Experience
Milbern Ray & Company   December 2014 - Present
The Options Clearing Corporation (The OCC)   March 2014 - December 2014
AT&T  December 2010 - March 2014
AT&T  November 2008 - December 2010
Deloitte & Touche  January 2005 - November 2008
SBC  July 2003 - January 2005
Fidelity Investments   July 1998 - June 2001
Fidelity Investments   August 1995 - July 1998

Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Hyperion Enterprise, Financial Reporting, SEC filings, Sarbanes-Oxley, Financial Analysis, Financial Modeling, Accounting, CPA, GAAP, US GAAP, Enterprise Risk..., SEC Filings, Variance Analysis, Process Improvement, Financial Accounting

Education
Southern Methodist University - Cox School of Business   1998 — 2000
MBA, Business Administration and Management, General

Texas A&M University - Mays Business School   1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance

Tracey Schlake Tracey Schlake Dallas/Fort Worth Area Details
Tracey Schlake's Fidelity Investments Experience August 1999 - January 2007
Job Attorney at Law Office of Kaye Lynne Boll and Associates
Industry Law Practice
Experience
Law Office of Kaye Lynne Boll and Associates   May 2013 - Present
Kate Smith Law, LLC   November 2009 - April 2013
Huey P. Mitchell, P.C.   November 2008 - November 2009
Fidelity Investments   August 1999 - January 2007

Skills
Family Law, Wills, Adoption, Probate, Document Drafting, Estate Planning, Courts, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Trials, Trusts

Education
Texas Wesleyan University School of Law   2003 — 2007
Doctor of Law (JD)

St. Mary's University   1993 — 1995
MA, Psychology

Southern Methodist University   1989 — 1992
BA, Psychology

Cheryl O'Grady Cheryl O'Grady Raleigh-Durham, North Carolina Area Details
Cheryl O'Grady's Fidelity Investments Experience March 2007 - July 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments   March 2007 - July 2008
EDS  August 1988 - July 1992

Education
Southern Methodist University - Cox School of Business   1980 — 1981
MBA, Finance

The University of Dallas   1975 — 1979
BA, Economics

Brian Hargis Brian Hargis Dallas/Fort Worth Area Details
Brian Hargis's Fidelity Investments Experience August 2013 - Present
Job Director at Fidelity Investments, Institutional Wealth Services (IWS)
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   July 2010 - July 2013
Fidelity Investments   March 2004 - July 2010
Fidelity Investments   October 2000 - March 2004
Toys from the Attic   June 1998 - October 2000
Fidelity Investments   November 1993 - January 1998
Office of the Comptroller of the Currency  January 1991 - September 1993

Skills
Series 7, Risk Management, Series 24, Business Process..., Workflow Management, Analysis, Customer Service, Financial Services, Management, Mutual Funds, PMO, Process Improvement, Project Management, Relationship Management, Sales

Education
Southern Methodist University - Cox School of Business   1993 — 1997
MBA, Entrepreneurship

University of North Texas
Bachelor of Business Administration (BBA), Finance, General

Palestine High School

Craig Cunningham Craig Cunningham Greater Boston Area Details
Craig Cunningham's Fidelity Investments Experience 1985 - 1987
Job Vice President, Marketing
Industry Hospitality
Experience
Seaport Companies  October 2009 - Present
TGI Fridays USA   August 2008 - October 2009
Accor Americas   2006 - 2008
Wyndham Hotels & Resorts  1998 - 2005
The Richards Group  1988 - 1998
Fidelity Investments   1985 - 1987

Skills
Revenue Analysis, Hospitality, Hospitality Industry, Hotels, Food & Beverage, Hospitality Management, Restaurants

Education
Southern Methodist University - Cox School of Business   1987 — 1988
MBA

The University of Texas at Austin   1977 — 1981
BJ, Journalism/Public Relations

Allison Currier Allison Currier Greater Boston Area Details
Allison Currier's Fidelity Investments Experience 2003 - 2009
Job Payroll Staff Accountant at iCAD
Industry Financial Services
Experience
iCAD  December 2013 - Present
Millipore  2009 - 2013
Fidelity Investments   2003 - 2009
Fidelity Investments   2000 - 2003

Skills
Process Improvement, Visio, Business Process..., Business Analysis, Software Documentation, Payroll, Financial Analysis, Requirements Gathering, PeopleSoft, Data Analysis, Vendor Management, Sarbanes-Oxley Act, Access, Account Reconciliation, Accounting, Auditing, Business Process, Requirements Analysis, Employee Benefits

Education
Southern New Hampshire University
MBA, Business

Lawrence McFarland Lawrence McFarland Dallas/Fort Worth Area Details
Lawrence McFarland's Fidelity Investments Experience August 1992 - April 1994
Job Real Estate and Corporate Transactional Attorney
Industry Real Estate
Experience
Hunton & Williams LLP  April 2013 - April 2015
Cherry Petersen Landry Albert LLP  October 2011 - April 2013
Collegiate Companies   March 2010 - October 2011
Griffith Nixon Davison, P.C.   October 2006 - December 2009
Chaiken & Chaiken, P.C.   September 2005 - September 2006
Deloitte & Touche  March 2001 - May 2004
OnSite Access  December 1999 - December 2000
The Staubach Company (now Jones Lang LaSalle)   May 1998 - December 1999
Grubb & Ellis  April 1994 - May 1998
Fidelity Investments   August 1992 - April 1994

Skills
Real Estate Transactions, Real Estate Economics, Real Estate, Leases, Real Estate Development, Due Diligence, Commercial Real Estate, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Banking, Real Estate Negotiation, Financial Regulation, Securities Regulation, Corporate Governance, Distressed Property, Acquisitions, Dispositions, Location Intelligence, Finance, Lease Negotiations, Contract Negotiation, Investments

Education
Southern Methodist University Dedman School of Law   2003 — 2005
JD - Cum Laude

Texas A&M University   1987 — 1992
BS, Agricultural Economics - Ag Business

Craig Weisenberger, CFA Craig Weisenberger, CFA Denver, Colorado Details
Craig Weisenberger, CFA's Fidelity Investments Experience 1995 - 1999
Job Head of Short Term Asset Management at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  August 2013 - Present
ALM First Financial Advisors  February 2013 - August 2013
Centaurus Energy  October 2009 - July 2012
ICMA-RC  November 2008 - October 2009
Columbia Management  November 1999 - March 2008
Fidelity Investments   1995 - 1999

Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS

Education
Southern Methodist University - Cox School of Business   1990 — 1994
BBA

Coronado HS

St. Clements

Prashant Makkena Prashant Makkena Greater Boston Area Details
Prashant Makkena's Fidelity Investments Experience 2006 - 2010
Job QA Lead at Keane
Industry Information Technology and Services
Experience
Keane  January 2011 - Present
Fidelity Investments   2006 - 2010
Genex  2005 - 2005

Skills
Quality Assurance, Test Planning, Quality Center, QTP, User Acceptance Testing, Test Automation, Manual Testing, Test Management, Regression Testing, System Testing, Agile Methodologies, Software Quality...

Education
Southern Methodist University   2003 — 2005

Vance Breckenridge Vance Breckenridge Dallas/Fort Worth Area Details
Vance Breckenridge's Fidelity Investments Experience September 2009 - Present
Job Mainframe Hardware Technician at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2009 - Present
Wachovia Bank  September 2007 - September 2009
IBM Global Business Services  January 2005 - July 2007
VF Corporation  July 2002 - December 2004
Affiliated Computer Services  1995 - 2002
ACS (Affiliated Computer Services)   1995 - 2002

Skills
Hardware, Disaster Recovery, MVS, zSeries, JCL, CICS, Mainframe, IBM Mainframe, TSO, VSAM, Performance Tuning, z/OS, Unix, Technical Support, Capacity Planning, Troubleshooting, OS/390, Data Center

Education
Southern Methodist University   1989 — 1993
BS, Mathematiccs

Gary. Bryant Gary. Bryant Phoenix, Arizona Area Details
Gary. Bryant's Fidelity Investments Experience January 1987 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelitone  VPFidelity Investments1996 - Present
Fidelity Investments   January 1987 - Present

Skills
Process Improvement, Vendor Management, SDLC, Operations Management, Business Analysis, Change Management, Financial Analysis, Cross-functional Team..., Strategic Planning, Management, Leadership, Program Management, Business Process..., Project Management, Strategy, Mergers & Acquisitions, Executive Management, Team Building, IT Strategy, Forecasting

Education
Southern Methodist University - Cox School of Business   1980 — 1983
Business Administration and Management, General

Lisa Katz Williams, MBA Lisa Katz Williams, MBA Dallas/Fort Worth Area Details
Lisa Katz Williams, MBA's Fidelity Investments Experience October 2007 - October 2012
Job Senior Project Manager at HighRoads
Industry Human Resources
Experience
HighRoads  April 2013 - Present
Fidelity Investments   October 2007 - October 2012
Fidelity Investments   May 2005 - October 2007
Fidelity Investments   October 1998 - May 2005
Dain Rauscher Inc.  June 1996 - April 1998
Dain Rauscher Inc.  July 1992 - June 1996

Skills
Financial Services, Defined Contribution, Strategic Communications, Communications Planning, Marketing, Relationship Management, 401k, Tax-Exempt Retirement..., Business Planning, Business Strategy, Marketing Strategy, Corporate Communications, Project Management, Marketing Communications, Series 63, Advertising, Budgets, Leadership, Financial Analysis

Education
Southern Methodist University - Cox School of Business
Master of Business Administration

Union College
Bachelor of Science, Mathematics and Spanish

Center for Cross Cultural Study
Seville, Spain

The Loomis Chaffee School

Sarah Chandler Sheridan Sarah Chandler Sheridan San Antonio, Texas Area Details
Sarah Chandler Sheridan's Fidelity Investments Experience July 2007 - September 2009
Job Assurance Senior Manager at EY
Industry Accounting
Experience
EY  October 2014 - Present
EY  June 2012 - September 2014
San Antonio Sports  November 2009 - May 2012
Fidelity Investments   July 2007 - September 2009
Investors Bank & Trust  September 2006 - July 2007
Ernst & Young  September 2004 - September 2006

Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, Asset Management, GAAP, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley, CPA, External Audit, Internal Audit, Accounting, Financial Statements

Education
Southern Methodist University - Cox School of Business   2003 — 2004
Master of Science, Accounting, 4.0 GPA, First-in-class

Southern Methodist University - Cox School of Business   1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Summa cum Laude

James Carmean James Carmean Saint Louis, Missouri Details
James Carmean's Fidelity Investments Experience November 2013 - Present
Job WebFOCUS Developer at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
Federal Reserve Bank of St. Louis  April 2015 - Present
Fidelity Investments   November 2013 - Present
Fidelity Investments   December 2013 - April 2015
Choctaw Nation of Oklahoma  May 2011 - August 2013
Partner Intelligence  August 2009 - April 2011
TechSolutions   2007 - 2009
Information Builders  August 1982 - October 2006

Skills
WebFOCUS, ETL, ERP, Data Integration, Business Intelligence, Data Warehousing, Dashboard, Business Intelligence..., SQL, Databases, Enterprise Software, Enterprise Architecture, Software Development, Data Governance, Master Data Management, Requirements Analysis, Communication, Music, MIS, Data Quality, Data Modeling, Professional Services, Microsoft SQL Server, Database Design, Crystal Reports, Microstrategy, Analytics, Business Analysis, Software Project..., Business Process, Systems Analysis, Integration, Cognos, SharePoint, Solution Architecture, Tableau, Disaster Recovery, Big Data, Business Analytics, SOA, Information Management, DB2, IT Strategy, Data Mining, Visio, Software Documentation, Oracle

Education
University of North Texas   1972 — 1975
BA, Communications

Southern Methodist University   1968 — 1971
Psycology, Music

Scott Lawton Scott Lawton United States Details
Scott Lawton's Fidelity Investments Experience 1987 - 2012
Job
Industry
Experience
Fidelity Investments   1987 - 2012

Education
Southern Methodist University

Perri White Perri White Dallas/Fort Worth Area Details
Perri White's Fidelity Investments Experience January 1994 - January 1999
Job
Industry Financial Services
Experience
Perri White   April 2010 - Present
JPMorgan Chase & Co.   November 2012 - September 2014
MoneyGram International  January 2012 - October 2012
JPMorgan Chase  September 2011 - November 2011
Milkie Ferguson Investments, Inc.   December 2008 - March 2010
H. D. Vest   September 2004 - November 2008
Southwest Securities, Inc  January 1999 - January 2004
Fidelity Investments   January 1994 - January 1999

Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Securities, Wealth Management, Investments, Retirement Planning, Fixed Income, Financial Services, Trading, Equities, Series 24, Asset Managment, Portfolio Management

Education
University of Tulsa College of Law   1986 — 1989
JD/MBA, Law & Business

Southern Methodist University   1982 — 1986
BA/BBA, Economics/Finance

Max Rockwell Max Rockwell Dallas, Texas Details
Max Rockwell's Fidelity Investments Experience July 2014 - December 2014
Job Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   January 2015 - Present
Fidelity Investments   July 2014 - December 2014
hawkeye  May 2013 - July 2014
SMU Sport Management   August 2013 - December 2013
Tiff's Treats Cookie Delivery  August 2012 - August 2013
Southern Methodist University  January 2013 - May 2013
SMU Soccer Camps   2011 - 2013

Skills
Social Media, Event Planning, Facebook, Advertising, Public Relations, Social Networking, PowerPoint, Time Management, Microsoft Word, Event Management, Customer Service, Marketing, Social Media Marketing, Public Speaking, B2B Marketing, English, Windows, Outlook, Twitter, LinkedIn, Team Leadership, Microsoft Excel, Finance, Series 7, Series 66

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (B.S.), Sport Management and Psychology, Cum Laude

J.W. Mitchell High School   2006 — 2010

Juan Barona Juan Barona Fort Worth, Texas Details
Juan Barona's Fidelity Investments Experience November 2005 - September 2008
Job Consultant Cisco
Industry Information Technology and Services
Experience
Teletrac  May 2010 - January 2011
LSG SkyChefs  September 2008 - May 2010
Fidelity Investments   November 2005 - September 2008
Mercedes Benz Credit  November 2004 - November 2005
GE Capital Bank  January 2001 - January 2005
GE Capital Bank  January 1997 - December 2003

Education
Southern Methodist University - Cox School of Business   2007 — 2009
MBA - Finance, Finance

COO

Instituto Tecnológico de Estudios Superiores de
B.A, Financial Management2002

Southern Methodist University
M.B.A, 2009

The University of Texas at Arlington
Masters, Information Systems

Jessica Sorola Jessica Sorola Dallas/Fort Worth Area Details
Jessica Sorola's Fidelity Investments Experience July 1999 - Present
Job Team Lead / Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 1999 - Present
Area Health Education Centers   June 2006 - August 2006
Jayhawk Medical Acceptance Corporation   January 1997 - January 1999

Education
University of North Texas   2008 — 2011
Master of Business Administration, Health Services Management

University of Texas Health Science Center ·
Master, Public Health

Southern Methodist University   1993 — 1998
B.A., Anthropology, Biology

Dan Slowinski Dan Slowinski Greater Nashville Area Details
Dan Slowinski's Fidelity Investments Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Merrill Lynch  October 2009 - August 2014
Fidelity Investments   January 2002 - September 2008

Education
Southern Methodist University - Cox School of Business   1997 — 2000
MBA

Western Michigan University   1989 — 1992
Bachelors, Business Administration

Jeremiah Hansen Jeremiah Hansen Dallas/Fort Worth Area Details
Jeremiah Hansen's Fidelity Investments Experience July 2000 - July 2004
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2014 - Present
Wells Fargo  2004 - September 2014
Fidelity Investments   July 2000 - July 2004
A. G. Edwards   March 1999 - July 2000

Skills
Loans, Banking, Commercial Banking, Commercial Lending, Finance, Credit, Portfolio Management, Treasury Management, Wealth Management, Credit Analysis, Mortgage Lending, Small Business Lending, Investments, Relationship Management

Education
Southern Methodist University - Cox School of Business   2002 — 2004
Master of Business Administration (M.B.A.), Strategic Management

University of North Texas   1994 — 1998
Bachelor's Degree, Strategic Management and Entrepreneurship

Brian Girard Brian Girard Dallas/Fort Worth Area Details
Brian Girard's Fidelity Investments Experience April 2001 - March 2006
Job Cadillac Sales at Sewell
Industry Retail
Experience
Ideal Brillance   March 2011 - May 2012
Spectrum Financial Group  April 2006 - April 2011
Fidelity Investments   April 2001 - March 2006

Education
Southern Methodist University - Cox School of Business   1993 — 1997
BBA

Jake Zink Jake Zink Dallas/Fort Worth Area Details
Jake Zink's Fidelity Investments Experience August 2013 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   July 2012 - December 2013

Skills
Microsoft Office, Data Analysis, Access, SQL, Microsoft Excel, Leadership, Databases, Microsoft Word, Visio, Java, Requirements Analysis, Requirements Gathering, Requirement..., Design Specifications

Education
Southern Methodist University   2015 — 2017
Information Engineering and Management, System Analysis

University of North Texas

Sheena Thomas Sheena Thomas Dallas/Fort Worth Area Details
Sheena Thomas's Fidelity Investments Experience June 2011 - Present
Job Quality Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2011 - Present
Fidelity Investments   October 2008 - June 2011
Legg Mason  July 2007 - September 2008

Skills
Auditing, Risk Management, Process Improvement, Mutual Funds, Sarbanes-Oxley Act, Financial Reporting, Accounting, Finance, Investments

Education
Southern Methodist University   2009 — 2011
Master of Business Administration (M.B.A.), Finance

University of Massachusetts, Amherst   1999 — 2003
Bachelor of Arts (B.A.), Economics

Nichole Gray Nichole Gray Dallas/Fort Worth Area Details
Nichole Gray's Fidelity Investments Experience August 2013 - Present
Job Defined Contributions Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Cashland Holdings, LLC.   2012 - Present
Cashland Holdings, LLC.   September 2010 - Present
Yakety Yak Wireless  October 2008 - September 2010

Skills
Credit

Education
Southern Nazarene University
Bachelor of Business Administration (B.B.A.), Business Administration

Julie Lambert Julie Lambert Auburn, Washington Details
Julie Lambert's Fidelity Investments Experience November 2008 - June 2014
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  June 2014 - Present
Fidelity Investments   November 2008 - June 2014
Fidelity Investments   July 2002 - November 2008
Fidelity Investments   December 1992 - July 2002

Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Business Administration and Management, General

The University of Texas at Dallas
BS, Molecular Biology

Robert Rumble Robert Rumble Dallas, Texas Details
Robert Rumble's Fidelity Investments Experience December 1995 - Present
Job Sr Systems Services Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1995 - Present
Fidelity Investments   1995 - Present

Education
Southern Methodist University - Cox School of Business

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