Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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
Stephanie Stusse Stephanie Stusse's Fidelity Investments Experience May 2007 - Present
Job Investigator IV
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Creative Office Pavilion July 2006 - May 2007
UNO Chicago Grill 2002 - 2006
Skills
Background Checks, Due Diligence, Corporate Fraud..., Suspicious Activity..., Team Leadership, Financial Risk, Training, Onboarding, Project Management, Fraud, Leadership, Interviews, Risk Management, Business Analysis, Vendor Management, Process Improvement
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Organizational Leadership
UMass Dartmouth 2001 — 2006
B.A, Sociology/Criminal Justice
Fidelity Investments May 2007 - Present
Creative Office Pavilion July 2006 - May 2007
UNO Chicago Grill 2002 - 2006
Skills
Background Checks, Due Diligence, Corporate Fraud..., Suspicious Activity..., Team Leadership, Financial Risk, Training, Onboarding, Project Management, Fraud, Leadership, Interviews, Risk Management, Business Analysis, Vendor Management, Process Improvement
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Organizational Leadership
UMass Dartmouth 2001 — 2006
B.A, Sociology/Criminal Justice
Jan Robidou Jan Robidou's Fidelity Investments Experience June 2015 - Present
Job Accountant and Auditor
Industry Accounting
Experience
Fidelity Investments June 2015 - Present
Skills
Accounts Receivable, Account Reconciliation, Payroll, Auditing, Accounting, Internal Controls, Leadership
Education
Southwest Baptist University 2008 — 2010
Master of Science
Southwest Baptist University 2003 — 2007
Bachelor's Degree
Fidelity Investments June 2015 - Present
Skills
Accounts Receivable, Account Reconciliation, Payroll, Auditing, Accounting, Internal Controls, Leadership
Education
Southwest Baptist University 2008 — 2010
Master of Science
Southwest Baptist University 2003 — 2007
Bachelor's Degree
Ted Nelson Ted Nelson's Fidelity Investments Experience March 1990 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1990 - Present
Merrill Lynch May 1986 - March 1990
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Leadership, Management, Microsoft Excel, Risk Management, Sales, Program Management
Education
Southern New Hampshire University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Gill St Bernards 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Fidelity Investments March 1990 - Present
Merrill Lynch May 1986 - March 1990
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Leadership, Management, Microsoft Excel, Risk Management, Sales, Program Management
Education
Southern New Hampshire University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Gill St Bernards 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Sean Boissonnault Sean Boissonnault's Fidelity Investments Experience June 2008 - December 2008
Job Senior Finance Associate at Audax Group
Industry Financial Services
Experience
Audax Group April 2013 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - March 2013
Fidelity Investments June 2008 - December 2008
P. J. Currier Lumber Company January 2004 - May 2008
Skills
Bloomberg, Essbase, Windows 7, SQL, Outlook, Fund Accounting, Accounting, Investments, Leveraged Finance, Fixed Income, Equities, Private Equity, Microsoft Excel, Insurance, Office 2010, Senior Debt, Wall Street Office, Peachtree, Investor Relations..., Data Analysis, Financial Reporting, Financial Accounting, Financial Analysis
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), Accounting, 3.84
Audax Group April 2013 - Present
Liberty Mutual Group Asset Management Inc. March 2009 - March 2013
Fidelity Investments June 2008 - December 2008
P. J. Currier Lumber Company January 2004 - May 2008
Skills
Bloomberg, Essbase, Windows 7, SQL, Outlook, Fund Accounting, Accounting, Investments, Leveraged Finance, Fixed Income, Equities, Private Equity, Microsoft Excel, Insurance, Office 2010, Senior Debt, Wall Street Office, Peachtree, Investor Relations..., Data Analysis, Financial Reporting, Financial Accounting, Financial Analysis
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), Accounting, 3.84
Elizabeth Robinson's Fidelity Investments Experience March 2007 - December 2009
Job AVP / Multimedia Product Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse February 2010 - October 2011
Fidelity Investments March 2007 - December 2009
NCP Solutions April 2004 - March 2007
NCR January 2003 - April 2004
NCR January 2001 - December 2002
NCR August 1997 - January 2001
NCR Corporation September 1995 - August 1997
Skills
PMP, Business Process..., Process Improvement, Visio, Six Sigma, ITIL, Vendor Management, Program Management, Business Process, PMO, Cross-functional Team..., Project Management, Business Analysis, MS Project, SharePoint, Agile Methodologies, Lean Manufacturing, CRM, Change Management, Integration, IT Service Management, Risk Management, Gap Analysis, Project Portfolio..., Training, Project Delivery, Management, Project Planning, Continuous Improvement, Product Lifecycle..., Performance Improvement, Requirements Analysis, SDLC, Product Management, Leadership, Software Project..., Resource Management, Security, IT Strategy, Enterprise Software, IT Management, Minitab, Testing, Requirements Gathering, Access, Scrum, Agile & Waterfall..., Information Technology
Education
Southern Polytechnic State University 2000 — 2002
MBA Program
The George Washington University 1996 — 1997
Project Management
NC Wesleyan College 1993 — 1997
BS, Business Administration
Richmond Senior High
Richmond Senior High
Richmond Senior High
Credit Suisse June 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse February 2010 - October 2011
Fidelity Investments March 2007 - December 2009
NCP Solutions April 2004 - March 2007
NCR January 2003 - April 2004
NCR January 2001 - December 2002
NCR August 1997 - January 2001
NCR Corporation September 1995 - August 1997
Skills
PMP, Business Process..., Process Improvement, Visio, Six Sigma, ITIL, Vendor Management, Program Management, Business Process, PMO, Cross-functional Team..., Project Management, Business Analysis, MS Project, SharePoint, Agile Methodologies, Lean Manufacturing, CRM, Change Management, Integration, IT Service Management, Risk Management, Gap Analysis, Project Portfolio..., Training, Project Delivery, Management, Project Planning, Continuous Improvement, Product Lifecycle..., Performance Improvement, Requirements Analysis, SDLC, Product Management, Leadership, Software Project..., Resource Management, Security, IT Strategy, Enterprise Software, IT Management, Minitab, Testing, Requirements Gathering, Access, Scrum, Agile & Waterfall..., Information Technology
Education
Southern Polytechnic State University 2000 — 2002
MBA Program
The George Washington University 1996 — 1997
Project Management
NC Wesleyan College 1993 — 1997
BS, Business Administration
Richmond Senior High
Richmond Senior High
Richmond Senior High
Scott Levy, CFP's Fidelity Investments Experience May 1999 - June 2003
Job Vice President at Zions Bank
Industry Financial Services
Experience
Zions Bank June 2005 - Present
LifeStar Financial June 2003 - June 2005
Fidelity Investments May 1999 - June 2003
Ascensus Insurance Services 1994 - 1999
Education
University of Utah 1988 — 1993
Bachelor of Science, Finance
Southern Utah University 1990 — 1991
General Studies
Zions Bank June 2005 - Present
LifeStar Financial June 2003 - June 2005
Fidelity Investments May 1999 - June 2003
Ascensus Insurance Services 1994 - 1999
Education
University of Utah 1988 — 1993
Bachelor of Science, Finance
Southern Utah University 1990 — 1991
General Studies
Angel Alcudia Angel Alcudia's Fidelity Investments Experience 2014 - January 2015
Job Fund Accounting Analyst Co Op
Industry Nonprofit Organization Management
Experience
PwC June 2015 - Present
Fidelity Investments 2014 - January 2015
Youth Advocate Program August 2011 - December 2013
Skills
Curriculum Design, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Public Speaking, Teamwork, Financial Analysis, Accounting
Education
The University of Texas at Arlington 2012 — 2014
Southwestern Adventist University
PwC June 2015 - Present
Fidelity Investments 2014 - January 2015
Youth Advocate Program August 2011 - December 2013
Skills
Curriculum Design, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Customer Service, Public Speaking, Teamwork, Financial Analysis, Accounting
Education
The University of Texas at Arlington 2012 — 2014
Southwestern Adventist University
Janet Walzer's Fidelity Investments Experience 1998 - 1999
Job Director of Communications & Digital Services, Human Resources
Industry Public Relations and Communications
Experience
Massachusetts Institute of Technology (MIT) July 2015 - Present
Massachusetts Institute of Technology (MIT) March 2015 - Present
Main Point Communications 2013 - Present
Citizens Bank 2013 - 2013
MIT 2007 - 2013
Joslin Diabetes Center December 2003 - May 2007
Tufts University January 2000 - November 2003
Fidelity Investments 1998 - 1999
Harvard Medical School 1996 - 1998
Beth Israel Deaconess Medical Center 1994 - 1996
Skills
Internal/Employee..., Strategy and Messaging, Editorial Services, Communications Coaching, Hiring, Training &..., Project Management, HR Communications, Social Media, Digital Publications, Communication Training, Strategic Communications, Marketing Communications, Digital Libraries, Strategy, Social Networking, Human Resources, Editing, Leadership, Communication, Publications, Change Management, Internal Communications, Program Management, Editorial, Newsletters, Public Relations, Crisis Communications, Web Content, Research, Writing
Education
Springfield College
M.Ed., Human Service Administration
Washington University in St. Louis
B.A., Humanities
Massachusetts Institute of Technology (MIT) July 2015 - Present
Massachusetts Institute of Technology (MIT) March 2015 - Present
Main Point Communications 2013 - Present
Citizens Bank 2013 - 2013
MIT 2007 - 2013
Joslin Diabetes Center December 2003 - May 2007
Tufts University January 2000 - November 2003
Fidelity Investments 1998 - 1999
Harvard Medical School 1996 - 1998
Beth Israel Deaconess Medical Center 1994 - 1996
Skills
Internal/Employee..., Strategy and Messaging, Editorial Services, Communications Coaching, Hiring, Training &..., Project Management, HR Communications, Social Media, Digital Publications, Communication Training, Strategic Communications, Marketing Communications, Digital Libraries, Strategy, Social Networking, Human Resources, Editing, Leadership, Communication, Publications, Change Management, Internal Communications, Program Management, Editorial, Newsletters, Public Relations, Crisis Communications, Web Content, Research, Writing
Education
Springfield College
M.Ed., Human Service Administration
Washington University in St. Louis
B.A., Humanities
Mitchell Glazier Mitchell Glazier's Fidelity Investments Experience July 2013 - October 2014
Job Edelman Financial
Industry Financial Services
Experience
Edelman Financial Services May 2015 - Present
Edward Jones October 2014 - May 2015
Fidelity Investments July 2013 - October 2014
Northwestern Mutual February 2013 - July 2013
Parowan High Football June 2010 - November 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Investments, Insurance, Fixed Annuities, Spanish, English, Strategic Financial..., Life Insurance, Series 63, Term Life Insurance, Retirement, PowerPoint, Sales, Financial Advisory, Securities, Investment Strategies, IRAs, Microsoft Word, Spanish-speaking, Access, Portfolio Management, Retirement Planning, Coaching, Wealth Accumulation
Education
Southern Utah University 2010 — 2013
Spanish, Finance
Southern Utah University 2010 — 2013
Bachelor of Arts (BA), Spanish Language and Literature
Edelman Financial Services May 2015 - Present
Edward Jones October 2014 - May 2015
Fidelity Investments July 2013 - October 2014
Northwestern Mutual February 2013 - July 2013
Parowan High Football June 2010 - November 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Investments, Insurance, Fixed Annuities, Spanish, English, Strategic Financial..., Life Insurance, Series 63, Term Life Insurance, Retirement, PowerPoint, Sales, Financial Advisory, Securities, Investment Strategies, IRAs, Microsoft Word, Spanish-speaking, Access, Portfolio Management, Retirement Planning, Coaching, Wealth Accumulation
Education
Southern Utah University 2010 — 2013
Spanish, Finance
Southern Utah University 2010 — 2013
Bachelor of Arts (BA), Spanish Language and Literature
Richard German Richard German's Fidelity Investments Experience September 2002 - June 2010
Job Senior Software Development Professional
Industry Information Technology and Services
Experience
Newmarket International February 2014 - Present
Loomis, Sayles & Company June 2010 - February 2014
Fidelity Investments September 2002 - June 2010
Scudder Investments January 1996 - September 2002
Safesite Records Management January 1995 - January 1996
Scudder Investments January 1994 - January 1995
Raytheon January 1988 - January 1994
Cabletron Systems January 1986 - January 1988
Skills
C#, .NET Framework, SQL, Microsoft SQL Server, WCF, WPF, ASP.NET MVC, ASP.NET Web API, LINQ, Entity Framework, Oracle, PL/SQL, SSIS, JavaScript, jQuery, Relational Databases, Dimensional Modeling, Visual Studio
Education
Southern New Hampshire University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Newmarket International February 2014 - Present
Loomis, Sayles & Company June 2010 - February 2014
Fidelity Investments September 2002 - June 2010
Scudder Investments January 1996 - September 2002
Safesite Records Management January 1995 - January 1996
Scudder Investments January 1994 - January 1995
Raytheon January 1988 - January 1994
Cabletron Systems January 1986 - January 1988
Skills
C#, .NET Framework, SQL, Microsoft SQL Server, WCF, WPF, ASP.NET MVC, ASP.NET Web API, LINQ, Entity Framework, Oracle, PL/SQL, SSIS, JavaScript, jQuery, Relational Databases, Dimensional Modeling, Visual Studio
Education
Southern New Hampshire University 1994 — 1998
Bachelor of Science (B.S.), Computer Information Systems
Allison Asante Allison Asante's Fidelity Investments Experience 2007 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Starbucks 2006 - 2007
Central Market 2004 - 2006
Education
Southwestern Assemblies of God University 2001 — 2005
Bachelor's degree, Counseling Psychology & Youth Ministry
Fidelity Investments 2007 - Present
Starbucks 2006 - 2007
Central Market 2004 - 2006
Education
Southwestern Assemblies of God University 2001 — 2005
Bachelor's degree, Counseling Psychology & Youth Ministry
Tyler Paglia's Fidelity Investments Experience June 2015 - Present
Job IT Field Technician at CompuCom
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
CompuCom June 2014 - June 2015
1st Stop inc May 2011 - January 2014
MACA Plastics January 2011 - March 2011
KBD Cattle January 2009 - January 2011
Skills
Troubleshooting, Networking, Technical Support, Computer Hardware, Computer Repair, VMware, Wireless Networking, NFC & RFID, XP, Software Installation, Network Administration, Windows, Network Design, A+ Certified, Computer Forensics, Virtualization, Printers, Ethical Hacker, Help Desk Support, Problem Solving, Retail, LAN-WAN, Microsoft Exchange, System Administration, Remote Troubleshooting, Data Center, Active Directory, Linux System..., Retail Network..., CompTIA Network+, IEEE 802.11, INCON ATG, Barracuda Spam Filter, Enterprise Networking, Passport POS, windows server 2012, Visual Studio, Microsoft SQL Server, Server Administration, Apple OS, Security, Windows XP, Windows Server, Network Security, Servers, Software Documentation, Windows 7, Python, VPN, DHCP
Education
Southern State Community College 2014 — 2015
Associate's Degree, Cyber/Computer Forensics and Counterterrorism
North Adams 2000 — 2007
High School
Fidelity Investments June 2015 - Present
CompuCom June 2014 - June 2015
1st Stop inc May 2011 - January 2014
MACA Plastics January 2011 - March 2011
KBD Cattle January 2009 - January 2011
Skills
Troubleshooting, Networking, Technical Support, Computer Hardware, Computer Repair, VMware, Wireless Networking, NFC & RFID, XP, Software Installation, Network Administration, Windows, Network Design, A+ Certified, Computer Forensics, Virtualization, Printers, Ethical Hacker, Help Desk Support, Problem Solving, Retail, LAN-WAN, Microsoft Exchange, System Administration, Remote Troubleshooting, Data Center, Active Directory, Linux System..., Retail Network..., CompTIA Network+, IEEE 802.11, INCON ATG, Barracuda Spam Filter, Enterprise Networking, Passport POS, windows server 2012, Visual Studio, Microsoft SQL Server, Server Administration, Apple OS, Security, Windows XP, Windows Server, Network Security, Servers, Software Documentation, Windows 7, Python, VPN, DHCP
Education
Southern State Community College 2014 — 2015
Associate's Degree, Cyber/Computer Forensics and Counterterrorism
North Adams 2000 — 2007
High School
Ben Langley Ben Langley's Fidelity Investments Experience August 2007 - August 2008
Job Assistant Controller at Valley Behavioral Health
Industry Accounting
Experience
Valley Behavioral Health August 2015 - Present
Miller Motorsports Park January 2015 - August 2015
Miller Motorsports Park July 2013 - December 2014
Pritchett, Siler and Hardy P.C. January 2013 - April 2013
JOSEPH EVE, Certified Public Accountants 2013 - 2013
United Country Real Estate September 2012 - October 2012
UMKC May 2010 - May 2012
Etrade Financial December 2008 - September 2009
Fidelity Investments August 2007 - August 2008
Zions Bank January 2006 - August 2007
Skills
Microsoft Office 2007, Microsoft Excel, Time Management, Customer Service, Auditing, Microsoft Word, PowerPoint, Peachtree, Outlook, Teamwork, Banking, Windows, Accounts Receivable, Accounting, General Ledger, Microsoft Office, Tax, Account Reconciliation
Education
University of Missouri - Kansas City 2010 — 2012
Bachelor of Science (BS), Accounting
Southern Utah University 2003 — 2007
Associates Degree, General studies
Utah State University-Regional Campuses and Distance Education
Utah State University-Regional Campuses and Distance Education
Valley Behavioral Health August 2015 - Present
Miller Motorsports Park January 2015 - August 2015
Miller Motorsports Park July 2013 - December 2014
Pritchett, Siler and Hardy P.C. January 2013 - April 2013
JOSEPH EVE, Certified Public Accountants 2013 - 2013
United Country Real Estate September 2012 - October 2012
UMKC May 2010 - May 2012
Etrade Financial December 2008 - September 2009
Fidelity Investments August 2007 - August 2008
Zions Bank January 2006 - August 2007
Skills
Microsoft Office 2007, Microsoft Excel, Time Management, Customer Service, Auditing, Microsoft Word, PowerPoint, Peachtree, Outlook, Teamwork, Banking, Windows, Accounts Receivable, Accounting, General Ledger, Microsoft Office, Tax, Account Reconciliation
Education
University of Missouri - Kansas City 2010 — 2012
Bachelor of Science (BS), Accounting
Southern Utah University 2003 — 2007
Associates Degree, General studies
Utah State University-Regional Campuses and Distance Education
Utah State University-Regional Campuses and Distance Education
Tod Zuscin Tod Zuscin's Fidelity Investments Experience 1996 - 1997
Job Principal at TRZ Strategic Partners, LLC
Industry Financial Services
Experience
TRZ Strategic Partners, LLC July 2011 - Present
World Bank Group 2013 - 2013
Federal Home Loan Mortgage Corporation December 2007 - December 2010
Federal Home Loan Mortgage Corporation August 2002 - December 2007
Putnam Investments 1997 - 2001
Ajilon Consulting 1996 - 2001
Fidelity Investments 1996 - 1997
Fidelity Investments May 1995 - September 1995
Skills
Fixed Income, Investments, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Dual Concentration: Finance and Product Marketing
Southern New Hampshire University 1981 — 1985
BS, Marketing
TRZ Strategic Partners, LLC July 2011 - Present
World Bank Group 2013 - 2013
Federal Home Loan Mortgage Corporation December 2007 - December 2010
Federal Home Loan Mortgage Corporation August 2002 - December 2007
Putnam Investments 1997 - 2001
Ajilon Consulting 1996 - 2001
Fidelity Investments 1996 - 1997
Fidelity Investments May 1995 - September 1995
Skills
Fixed Income, Investments, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Dual Concentration: Finance and Product Marketing
Southern New Hampshire University 1981 — 1985
BS, Marketing
T Benjamin Airey T Benjamin Airey's Fidelity Investments Experience April 2006 - September 2007
Job Investment Advisor | Financial Advisor | Business Owner
Industry Financial Services
Experience
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
PFS Investments July 2010 - Present
iClean LLC January 2010 - Present
Baby Bens Coffee House September 2012 - July 2014
Edward Jones Investments September 2007 - June 2008
Fidelity Investments April 2006 - September 2007
HSBC Bank/Beneficial Finance September 2004 - April 2006
Unicel Wireless June 1999 - June 2004
Skills
Retirement Planning, Financial Services, Sales, IRAs, Investments, Strategic Planning, 401k, Strategic Financial..., Account Management, Customer Service, Small Business, Business Development, Insurance, Management, New Business Development, Strategy, Financial Planning, Finance, Leadership, Team Building
Education
Southern New Hampshire University 1999 — 2005
Bachelors, Prelaw/Finance
Open Bible Academy 1991 — 1997
Darian Brisco Darian Brisco's Fidelity Investments Experience May 2012 - Present
Job Brokerage Operations Officer II at Fidelity Investments
Industry Banking
Experience
Fidelity Investments May 2012 - Present
Nationstar Mortgage November 2010 - May 2012
Chase Bank March 2008 - February 2010
Southwestern College August 2006 - May 2007
Skills
Leadership, Customer Service, Financial Analysis, Credit, Loans, Banking
Education
University of North Texas 2007 — 2010
Bachelor's degree, Applied Arts and Science
Southwestern College 2005 — 2007
Bachelor of Arts (BA), Business Administration
Fidelity Investments May 2012 - Present
Nationstar Mortgage November 2010 - May 2012
Chase Bank March 2008 - February 2010
Southwestern College August 2006 - May 2007
Skills
Leadership, Customer Service, Financial Analysis, Credit, Loans, Banking
Education
University of North Texas 2007 — 2010
Bachelor's degree, Applied Arts and Science
Southwestern College 2005 — 2007
Bachelor of Arts (BA), Business Administration
Robert Schiavo Robert Schiavo's Fidelity Investments Experience June 2000 - May 2006
Job Managing Member at Schiavo Enterprises
Industry Real Estate
Experience
Schiavo Enterprises May 2006 - Present
Fidelity Investments June 2000 - May 2006
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Development, Construction, Construction Management, Real Estate Transactions, Commercial Leasing, Lease Negotiations, Real Estate, Investment Properties, Investments, Financial Analysis
Education
Southern New Hampshire University 1996 — 2000
Bachelor of Science (BS) Finance, Business Management
Schiavo Enterprises May 2006 - Present
Fidelity Investments June 2000 - May 2006
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Development, Construction, Construction Management, Real Estate Transactions, Commercial Leasing, Lease Negotiations, Real Estate, Investment Properties, Investments, Financial Analysis
Education
Southern New Hampshire University 1996 — 2000
Bachelor of Science (BS) Finance, Business Management
Rebecca Peck Rebecca Peck's Fidelity Investments Experience 2000 - 2006
Job Closer at Intercoastal Mortgage Company
Industry Banking
Experience
Intercoastal Mortgage Company September 2011 - Present
George Mason Mortgage May 2011 - November 2011
Bank of America January 2011 - May 2011
Fidelity Investments 2000 - 2006
Skills
Microsoft Excel, Mortgage Lending, Customer Service, Credit, Financial Analysis, Banking, Leadership, Management, Mortgage Banking, Access, Risk Management, Analysis, Team Building, Microsoft Word, Process Improvement, Loans, Finance, Residential Mortgages, Business Analysis, Outlook, Loan Origination, Real Estate, Negotiation, Refinance, FHA, Strategic Planning, Financial Risk
Education
Southern NH University
Intercoastal Mortgage Company September 2011 - Present
George Mason Mortgage May 2011 - November 2011
Bank of America January 2011 - May 2011
Fidelity Investments 2000 - 2006
Skills
Microsoft Excel, Mortgage Lending, Customer Service, Credit, Financial Analysis, Banking, Leadership, Management, Mortgage Banking, Access, Risk Management, Analysis, Team Building, Microsoft Word, Process Improvement, Loans, Finance, Residential Mortgages, Business Analysis, Outlook, Loan Origination, Real Estate, Negotiation, Refinance, FHA, Strategic Planning, Financial Risk
Education
Southern NH University
Rojas Jason's Fidelity Investments Experience July 2011 - Present
Job Regional Support Technician at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2011 - Present
TEKsystems September 2012 - October 2012
Mobile Diagnostics Ent August 2010 - March 2011
Advanced Auto Parts August 2008 - August 2010
Somewhere 1900 - 1901
Somewhere 1900 - 1900
Somewhere 1900 - 1900
Skills
Troubleshooting, Windows 7, Laptops, Customer Service, XP, Help Desk Support, Desktop Computers, Microsoft Office, Networking, Android, Computer Hardware, Blackberry, Active Directory, Altiris, Dameware, Bilingual, Video Conferencing, Digital Imaging, Windows, Windows XP, Windows XP Professional, Spanish, Problem Solving, Imaging, HP Service Center..., Level 2 End User Support, Communication, Audio Conferencing, Electrical schematics..., WYSE Pocket Cloud, Logistics, Avaya Site..., Unimax 2ND Nature, VoIP, GOOD Enterprise, CyberArk, MobileIron, Mac OS, Maverick, Casper
Education
Year Up, Inc 2011 — 2012
Information Technology
Spartan College of Aeronautics and Technology 2008 — 2010
Cranston High School East 2004 — 2008
High School Diploma 2004, 2008
Fidelity Investments July 2011 - Present
TEKsystems September 2012 - October 2012
Mobile Diagnostics Ent August 2010 - March 2011
Advanced Auto Parts August 2008 - August 2010
Somewhere 1900 - 1901
Somewhere 1900 - 1900
Somewhere 1900 - 1900
Skills
Troubleshooting, Windows 7, Laptops, Customer Service, XP, Help Desk Support, Desktop Computers, Microsoft Office, Networking, Android, Computer Hardware, Blackberry, Active Directory, Altiris, Dameware, Bilingual, Video Conferencing, Digital Imaging, Windows, Windows XP, Windows XP Professional, Spanish, Problem Solving, Imaging, HP Service Center..., Level 2 End User Support, Communication, Audio Conferencing, Electrical schematics..., WYSE Pocket Cloud, Logistics, Avaya Site..., Unimax 2ND Nature, VoIP, GOOD Enterprise, CyberArk, MobileIron, Mac OS, Maverick, Casper
Education
Year Up, Inc 2011 — 2012
Information Technology
Spartan College of Aeronautics and Technology 2008 — 2010
Cranston High School East 2004 — 2008
High School Diploma 2004, 2008
ricky braxton's Fidelity Investments Experience December 1992 - December 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments December 1992 - December 2009
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1980 — 1984
BA, COMMUNICATIONS
Fidelity Investments December 1992 - December 2009
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1980 — 1984
BA, COMMUNICATIONS
Steve Mutasa Steve Mutasa's Fidelity Investments Experience May 2007 - Present
Job Retirement/Investments Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Enterprise Homes Tanzania LTD October 2006 - May 2008
Skills
Public Speaking, Financial Modeling, Customer Service, Finance, Research, Financial Analysis, Budgets, Management
Education
Southern New Hampshire University 2011 — 2014
MBA, Global Studies
University of New Hampshire-Manchester 2004 — 2006
B.A, Business Administration
nhti
Fidelity Investments May 2007 - Present
Enterprise Homes Tanzania LTD October 2006 - May 2008
Skills
Public Speaking, Financial Modeling, Customer Service, Finance, Research, Financial Analysis, Budgets, Management
Education
Southern New Hampshire University 2011 — 2014
MBA, Global Studies
University of New Hampshire-Manchester 2004 — 2006
B.A, Business Administration
nhti
Brock Jackson Brock Jackson's Fidelity Investments Experience May 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Mybullfrog.com Verizon Wireless Premium Retailer February 2013 - May 2013
US Forest Service May 2012 - August 2012
Office of Congressman Chaffetz 2012 - 2012
US Forest Service May 2011 - August 2011
APX Alarm October 2010 - December 2010
Skills
Spanish-speaking, Political Science, Public Policy, Economics, Finance
Education
University of Utah 2010 — 2013
Political Science, American Government and Politics (United States)
Utah Valley University 2009 — 2010
Political Science, American Government and Politics (United States)
Wayne High School
High School Diploma
Southern Utah University
Master of Public Administration (M.P.A.)
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - May 2014
Mybullfrog.com Verizon Wireless Premium Retailer February 2013 - May 2013
US Forest Service May 2012 - August 2012
Office of Congressman Chaffetz 2012 - 2012
US Forest Service May 2011 - August 2011
APX Alarm October 2010 - December 2010
Skills
Spanish-speaking, Political Science, Public Policy, Economics, Finance
Education
University of Utah 2010 — 2013
Political Science, American Government and Politics (United States)
Utah Valley University 2009 — 2010
Political Science, American Government and Politics (United States)
Wayne High School
High School Diploma
Southern Utah University
Master of Public Administration (M.P.A.)
Bobby Alexander's Fidelity Investments Experience May 2014 - Present
Job UI Developer at Fidelity Investments
Industry Internet
Experience
Fidelity Investments May 2014 - Present
Individual 1099 Contracts April 2007 - Present
Academic Partnerships - contracting with Aquent/Vitamin T July 2013 - February 2014
Ascend Marketing - contracting via Creative Circle February 2013 - March 2013
Jevin, Inc April 2008 - February 2013
Johnson County Community College August 2003 - June 2005
IT Professional - Self Employed 2001 - 2003
MCK Communications 1999 - 2001
TEKsystems 1998 - 1999
Skills
css, Wordpress, joomla, MySQL, Dreamweaver, Photoshop, After Effects, flash, Microsoft SQL Server, asp, Plesk, cms, NT 4.0, windows xp, window vista, Medical Terminology, security plus, JavaScript, HTML, XHTML, XML, PHP, IIS, LAMP, User Interface, WordPress, CSS
Education
Southwestern Oklahoma State University 2003 — 2004
Bachelor of Science (B.S.)
University of Hawaii at Manoa 1995 — 1995
None
Southwestern Oklahoma State University 1988 — 1991
none
Fidelity Investments May 2014 - Present
Individual 1099 Contracts April 2007 - Present
Academic Partnerships - contracting with Aquent/Vitamin T July 2013 - February 2014
Ascend Marketing - contracting via Creative Circle February 2013 - March 2013
Jevin, Inc April 2008 - February 2013
Johnson County Community College August 2003 - June 2005
IT Professional - Self Employed 2001 - 2003
MCK Communications 1999 - 2001
TEKsystems 1998 - 1999
Skills
css, Wordpress, joomla, MySQL, Dreamweaver, Photoshop, After Effects, flash, Microsoft SQL Server, asp, Plesk, cms, NT 4.0, windows xp, window vista, Medical Terminology, security plus, JavaScript, HTML, XHTML, XML, PHP, IIS, LAMP, User Interface, WordPress, CSS
Education
Southwestern Oklahoma State University 2003 — 2004
Bachelor of Science (B.S.)
University of Hawaii at Manoa 1995 — 1995
None
Southwestern Oklahoma State University 1988 — 1991
none
Joe Fox Joe Fox's Fidelity Investments Experience 1985 - 1993
Job Manager at Salt Lake Community College
Industry Education Management
Experience
Salt Lake Community College March 2009 - Present
Southwest Communication January 2006 - 2009
fatpipe 2000 - 2006
Strata 1995 - 1999
fidelity investments 1985 - 1993
Skills
Telecommunications, Recruiting, Account Management, Management Consulting, Event Management, Public Relations, Project Planning, Sales, Sales Management, Team Building, New Business Development, Business Development, Leadership, Start-ups, Training, Public Speaking, Change Management, Leadership Development, Team Leadership, Strategic Planning, Social Networking, Negotiation, Marketing Strategy, Budgets, Operations Management, Organizational..., Microsoft Office, Contract Negotiation, Event Planning, Social Media Marketing, Fundraising, Customer Service, Marketing, Coaching, Human Resources, Employee Relations, Talent Acquisition, Entrepreneurship, Team Management, Market Research, Management, Strategy, Customer Satisfaction, Program Management, CRM, Business Planning, Social Media, Project Management, Business Strategy, Performance Management
Education
Southern Utah University 1979 — 1983
business, business
Utah State University
Marketing ED
Westminster College
MED
Salt Lake Community College March 2009 - Present
Southwest Communication January 2006 - 2009
fatpipe 2000 - 2006
Strata 1995 - 1999
fidelity investments 1985 - 1993
Skills
Telecommunications, Recruiting, Account Management, Management Consulting, Event Management, Public Relations, Project Planning, Sales, Sales Management, Team Building, New Business Development, Business Development, Leadership, Start-ups, Training, Public Speaking, Change Management, Leadership Development, Team Leadership, Strategic Planning, Social Networking, Negotiation, Marketing Strategy, Budgets, Operations Management, Organizational..., Microsoft Office, Contract Negotiation, Event Planning, Social Media Marketing, Fundraising, Customer Service, Marketing, Coaching, Human Resources, Employee Relations, Talent Acquisition, Entrepreneurship, Team Management, Market Research, Management, Strategy, Customer Satisfaction, Program Management, CRM, Business Planning, Social Media, Project Management, Business Strategy, Performance Management
Education
Southern Utah University 1979 — 1983
business, business
Utah State University
Marketing ED
Westminster College
MED
Tiffany Porter Tiffany Porter's Fidelity Investments Experience September 2010 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Investments May 2008 - January 2009
Fidelity Investments March 2007 - May 2008
Fidelity Investments December 2005 - March 2007
Education
Southern New Hampshire University 2006 — 2011
Bachelors, Business
Fidelity Investments September 2010 - Present
Fidelity Investments May 2008 - January 2009
Fidelity Investments March 2007 - May 2008
Fidelity Investments December 2005 - March 2007
Education
Southern New Hampshire University 2006 — 2011
Bachelors, Business
Holly Jensen Holly Jensen's Fidelity Investments Experience February 2011 - July 2012
Job Writing & Editing, Content Strategy, Playwright
Industry Writing and Editing
Experience
(add)ventures February 2013 - Present
Fidelity Investments February 2011 - July 2012
Fidelity Investments March 2001 - February 2011
Roger Williams University June 1999 - March 2001
Education
Spalding University
MFA in Creative Writing, Playwriting
University of Massachusetts Dartmouth
MA in Professional Writing, Journalism and PR
University of Massachusetts Dartmouth
BA in English, Writing and Communications
(add)ventures February 2013 - Present
Fidelity Investments February 2011 - July 2012
Fidelity Investments March 2001 - February 2011
Roger Williams University June 1999 - March 2001
Education
Spalding University
MFA in Creative Writing, Playwriting
University of Massachusetts Dartmouth
MA in Professional Writing, Journalism and PR
University of Massachusetts Dartmouth
BA in English, Writing and Communications
Sara Fiala Sara Fiala's Fidelity Investments Experience April 2013 - Present
Job Proxy Analyst
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments February 2011 - March 2013
Brookstone September 2010 - January 2011
Olympia Sports August 2008 - August 2010
Skills
Training, Process Improvement, Analysis, Management, Retail, Customer Service, Sales, Account Reconciliation, Merchandising, Loss Prevention, Microsoft Excel, Visual Merchandising, Store Management, Inventory Management, Time Management, PowerPoint, Microsoft Office, Retail Sales, Customer Satisfaction, Microsoft Word
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), Economics/Finance, 3.7
Southern New Hampshire University 2009 — 2012
Associate of Science (AS), Business Administration, 3.7
Fidelity Investments April 2013 - Present
Fidelity Investments February 2011 - March 2013
Brookstone September 2010 - January 2011
Olympia Sports August 2008 - August 2010
Skills
Training, Process Improvement, Analysis, Management, Retail, Customer Service, Sales, Account Reconciliation, Merchandising, Loss Prevention, Microsoft Excel, Visual Merchandising, Store Management, Inventory Management, Time Management, PowerPoint, Microsoft Office, Retail Sales, Customer Satisfaction, Microsoft Word
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), Economics/Finance, 3.7
Southern New Hampshire University 2009 — 2012
Associate of Science (AS), Business Administration, 3.7
Tom Purcell Tom Purcell's Fidelity Investments Experience December 1992 - Present
Job Director Software Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1992 - Present
TNE Fund Group February 1992 - December 1992
AGS Information Services August 1988 - January 1992
Skills
Software Development, Project Management, SDLC, Infrastructure..., Production Support, Leadership, Software Architectural..., Enterprise Architecture, Agile Methodologies, Consulting, Product Management, Vendor Management, Financial Services, DevOps, Performance Engineering, Software Project..., Requirements Analysis, Business Analysis, Requirements Gathering, Program Management, IT Strategy
Education
University of Connecticut 1985 — 1988
Master of Business Administration (M.B.A.)
Springfield College 1981 — 1985
Bachelor's of Science
Fidelity Investments December 1992 - Present
TNE Fund Group February 1992 - December 1992
AGS Information Services August 1988 - January 1992
Skills
Software Development, Project Management, SDLC, Infrastructure..., Production Support, Leadership, Software Architectural..., Enterprise Architecture, Agile Methodologies, Consulting, Product Management, Vendor Management, Financial Services, DevOps, Performance Engineering, Software Project..., Requirements Analysis, Business Analysis, Requirements Gathering, Program Management, IT Strategy
Education
University of Connecticut 1985 — 1988
Master of Business Administration (M.B.A.)
Springfield College 1981 — 1985
Bachelor's of Science
Regina Ozoemela Regina Ozoemela's Fidelity Investments Experience February 1987 - September 2012
Job Life and Business Coach; CEO at Unlimited Delight LLC
Industry Professional Training & Coaching
Experience
Unlimited Delight LLC September 2012 - Present
Fidelity Investments February 1987 - September 2012
Skills
Operations Management, Job Coaching, Lifestyle Coaching, Published Author, Entrepreneurship, Consulting, Process Improvement, Strategic Planning, Quality Assurance, Training, Organizational..., Customer Service, Leadership Development, Customer Satisfaction, Teamwork, Executive Coaching
Education
Southern NH University 1984 — 1986
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Southern NH University 1980 — 1983
Bachelor of Science (B.Sc.), Business Administration and Management, General
Unlimited Delight LLC September 2012 - Present
Fidelity Investments February 1987 - September 2012
Skills
Operations Management, Job Coaching, Lifestyle Coaching, Published Author, Entrepreneurship, Consulting, Process Improvement, Strategic Planning, Quality Assurance, Training, Organizational..., Customer Service, Leadership Development, Customer Satisfaction, Teamwork, Executive Coaching
Education
Southern NH University 1984 — 1986
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Southern NH University 1980 — 1983
Bachelor of Science (B.Sc.), Business Administration and Management, General
Blaine Reber, MBA Blaine Reber, MBA's Fidelity Investments Experience August 2002 - March 2009
Job Field Vice President, Pension Risk Transfer at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
OneAmerica June 2012 - June 2014
E*TRADE August 2010 - May 2012
PlatipusSports.com September 2009 - December 2011
NexTrust June 2009 - August 2010
Fidelity Investments August 2002 - March 2009
Fidelity Investments August 2003 - February 2006
NewRiver January 2002 - May 2003
Fidelity Investments May 1995 - January 2002
Fidelity Investments September 1993 - May 1995
Skills
Vendor Management, Process Improvement, Strategy, Cross-functional Team..., Program Management, Leadership, Outsourcing, Financial Services, Change Management, Strategic Planning, Management, Team Building, Product Development, Equities, Executive Management, 401k, Coaching, Defined Benefit, Business Development, Employee Benefits, Employee Engagement, Six Sigma, Business Strategy, Customer Service, P&L Management, Organizational..., Shared Services, Retirement Planning, Client Services, Retirement Plans, Institutional Clients, Business Analysis, Team Leadership, Insurance, IRAs, Contract Negotiation, SDLC, Mergers & Acquisitions, Marketing, Customer Relations, Contract Negotiations, Project Implementation, IRA's, New Business Development, Sales, CRM, Relationship Management, Pension Risk Transfer, Qualified Retirement..., Pension Administration
Education
University of Phoenix 1989 — 1991
MBA, Marketing
Southern Utah University 1986 — 1988
BA, Marketing and Accounting
William Howard Taft University 1984 — 1986
BS, Management
Basic High School 1980 — 1984
High School Diploma
OneAmerica Financial Partners Inc. June 2014 - Present
OneAmerica June 2012 - June 2014
E*TRADE August 2010 - May 2012
PlatipusSports.com September 2009 - December 2011
NexTrust June 2009 - August 2010
Fidelity Investments August 2002 - March 2009
Fidelity Investments August 2003 - February 2006
NewRiver January 2002 - May 2003
Fidelity Investments May 1995 - January 2002
Fidelity Investments September 1993 - May 1995
Skills
Vendor Management, Process Improvement, Strategy, Cross-functional Team..., Program Management, Leadership, Outsourcing, Financial Services, Change Management, Strategic Planning, Management, Team Building, Product Development, Equities, Executive Management, 401k, Coaching, Defined Benefit, Business Development, Employee Benefits, Employee Engagement, Six Sigma, Business Strategy, Customer Service, P&L Management, Organizational..., Shared Services, Retirement Planning, Client Services, Retirement Plans, Institutional Clients, Business Analysis, Team Leadership, Insurance, IRAs, Contract Negotiation, SDLC, Mergers & Acquisitions, Marketing, Customer Relations, Contract Negotiations, Project Implementation, IRA's, New Business Development, Sales, CRM, Relationship Management, Pension Risk Transfer, Qualified Retirement..., Pension Administration
Education
University of Phoenix 1989 — 1991
MBA, Marketing
Southern Utah University 1986 — 1988
BA, Marketing and Accounting
William Howard Taft University 1984 — 1986
BS, Management
Basic High School 1980 — 1984
High School Diploma
Dale DeLisle - Speaker, Speechwriter Dale DeLisle - Speaker, Speechwriter's Fidelity Investments Experience April 2005 - April 2008
Job Inspiring teen and adult audiences with The Courage to Be Different.
Industry Professional Training & Coaching
Experience
Dale DeLisle Communications October 2001 - Present
Fidelity Investments April 2005 - April 2008
Ziglar Training Systems April 2001 - October 2001
Education
Coach U 2009 — 2009
CEP
Southwestern Baptist Theological Seminary 1997 — 2000
Masters of Divinity
University of Mary-Hardin Baylor 1990 — 1995
Bachelor of Science, Political Science
Pflugerville High School 1986 — 1990
Dale DeLisle Communications October 2001 - Present
Fidelity Investments April 2005 - April 2008
Ziglar Training Systems April 2001 - October 2001
Education
Coach U 2009 — 2009
CEP
Southwestern Baptist Theological Seminary 1997 — 2000
Masters of Divinity
University of Mary-Hardin Baylor 1990 — 1995
Bachelor of Science, Political Science
Pflugerville High School 1986 — 1990
Budd Black Budd Black's Fidelity Investments Experience 2015 - Present
Job Interim Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - April 2015
Dixie State College August 2008 - May 2011
New York Life Insurance Company November 2008 - December 2010
Reid-Ashman Mfg September 2005 - October 2008
Reid-Ashman Mfg March 1999 - September 2005
Precise Metal Finishing December 1996 - February 1999
Pioneer Wholesale January 1987 - December 1996
Skills
Customer Service, Sales, Sales Management, Marketing, Marketing Strategy, Event Planning, Strategic Planning, Market Research, Business Development, Training, Budgets, Strategy, Product Development, Management, Customer Satisfaction, Advertising
Education
Southern Utah University 2004 — 2005
Master, Business Administration2005
Dixie State CollegeSt 1999 — 2004
Bachelor of Science, Business Administration2004
Fidelity Investments 2015 - Present
Fidelity Investments January 2011 - April 2015
Dixie State College August 2008 - May 2011
New York Life Insurance Company November 2008 - December 2010
Reid-Ashman Mfg September 2005 - October 2008
Reid-Ashman Mfg March 1999 - September 2005
Precise Metal Finishing December 1996 - February 1999
Pioneer Wholesale January 1987 - December 1996
Skills
Customer Service, Sales, Sales Management, Marketing, Marketing Strategy, Event Planning, Strategic Planning, Market Research, Business Development, Training, Budgets, Strategy, Product Development, Management, Customer Satisfaction, Advertising
Education
Southern Utah University 2004 — 2005
Master, Business Administration2005
Dixie State CollegeSt 1999 — 2004
Bachelor of Science, Business Administration2004
Ryan Gartley Ryan Gartley's Fidelity Investments Experience November 2003 - Present
Job Comedian Self Employed
Industry Financial Services
Experience
Fidelity Investments November 2003 - Present
n/a October 1999 - Present
Liberty Mutual April 1998 - May 2002
Skills
Data Analysis, Customer Service, Access, Excel, PowerPoint, Business Analysis, Microsoft Excel, Process Improvement, Quality Assurance, Leadership, Budgets, Project Management, Program Management, Training, Team Building, Team Leadership
Education
Southern New Hampshire University 2010 — 2013
MBA, Global Studies
Thomas College 1992 — 1996
BS, Finance/Economics
Fidelity Investments November 2003 - Present
n/a October 1999 - Present
Liberty Mutual April 1998 - May 2002
Skills
Data Analysis, Customer Service, Access, Excel, PowerPoint, Business Analysis, Microsoft Excel, Process Improvement, Quality Assurance, Leadership, Budgets, Project Management, Program Management, Training, Team Building, Team Leadership
Education
Southern New Hampshire University 2010 — 2013
MBA, Global Studies
Thomas College 1992 — 1996
BS, Finance/Economics
Scott Zabloudil Scott Zabloudil's Fidelity Investments Experience September 2013 - Present
Job Sr HNW Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments April 2011 - September 2013
Market Basket October 2010 - April 2011
Tennyson Property Management June 2004 - November 2010
J.J. Sunderland Construction June 2008 - September 2008
Skills
Process Improvement, Project Management, Strategic Planning, Public Speaking, Time Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Planning, Analysis
Education
Southern New Hampshire University 2009 — 2010
Masters of Science, Operations and Project Management
Southern New Hampshire University 2006 — 2009
Bachelor of Science, Business Administration
Fidelity Investments September 2013 - Present
Fidelity Investments April 2011 - September 2013
Market Basket October 2010 - April 2011
Tennyson Property Management June 2004 - November 2010
J.J. Sunderland Construction June 2008 - September 2008
Skills
Process Improvement, Project Management, Strategic Planning, Public Speaking, Time Management, Customer Service, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Planning, Analysis
Education
Southern New Hampshire University 2009 — 2010
Masters of Science, Operations and Project Management
Southern New Hampshire University 2006 — 2009
Bachelor of Science, Business Administration
Sunita Bicchieri Sunita Bicchieri's Fidelity Investments Experience 1998 - 2007
Job Senior Retirement Analyst at Fujitsu Technology and Business of America, Inc.
Industry Information Technology and Services
Experience
Fujitsu August 2007 - Present
Fujitsu Management Services of America, Inc. 2007 - Present
Fidelity Investments 1998 - 2007
Skills
Business Analysis, Requirements Gathering, Vendor Management, Leadership, Analysis
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing/Marketing Management, General
Fujitsu August 2007 - Present
Fujitsu Management Services of America, Inc. 2007 - Present
Fidelity Investments 1998 - 2007
Skills
Business Analysis, Requirements Gathering, Vendor Management, Leadership, Analysis
Education
Southern New Hampshire University
Bachelor of Science (BS), Marketing/Marketing Management, General
Victoria Carlson's Fidelity Investments Experience August 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Southern New Hampshire University August 2013 - May 2015
Southern New Hampshire University August 2012 - May 2015
Fidelity Investments April 2014 - August 2014
Essex County Sheriff's Dept. June 2013 - September 2013
Parterre Flooring July 2011 - August 2012
Yard Works Ltd. June 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, SQL, Access, Object Oriented Modeling, Windows, Access Database, Organization, Financial Accounting, PowerPoint, Visio, HTML, UML, Object Oriented Design, Agile & Waterfall..., SPSS
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (B.S.), Computer Information Technology
Fidelity Investments August 2015 - Present
Southern New Hampshire University August 2013 - May 2015
Southern New Hampshire University August 2012 - May 2015
Fidelity Investments April 2014 - August 2014
Essex County Sheriff's Dept. June 2013 - September 2013
Parterre Flooring July 2011 - August 2012
Yard Works Ltd. June 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, SQL, Access, Object Oriented Modeling, Windows, Access Database, Organization, Financial Accounting, PowerPoint, Visio, HTML, UML, Object Oriented Design, Agile & Waterfall..., SPSS
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (B.S.), Computer Information Technology
Karen Tenney Karen Tenney's Fidelity Investments Experience November 2006 - Present
Job Electronic Response Manager
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
Morgan Stanley September 2005 - September 2006
Lincare Holdings, Inc March 1993 - October 2004
Education
Southern Utah University 1990 — 1992
Accounting
Fidelity Investments November 2006 - Present
Morgan Stanley September 2005 - September 2006
Lincare Holdings, Inc March 1993 - October 2004
Education
Southern Utah University 1990 — 1992
Accounting
Bryan Walls Bryan Walls's Fidelity Investments Experience January 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2013 - January 2015
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
Fidelity Investments November 2010 - August 2012
Education
Southern University Law Center 2007 — 2010
Juris Doctor
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
Fidelity Investments January 2015 - Present
Fidelity Investments November 2013 - January 2015
Fidelity Investments February 2013 - November 2013
Fidelity Investments August 2012 - February 2013
Fidelity Investments November 2010 - August 2012
Education
Southern University Law Center 2007 — 2010
Juris Doctor
University of North Carolina at Chapel Hill 2002 — 2006
B.A., Political Science
Arthur Wilson's Fidelity Investments Experience April 2015 - Present
Job Financial Representative
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Capital One Bank January 2013 - 2015
Law Office of Martin Leyko July 2012 - January 2013
Gordon's Jeweler March 2011 - July 2012
Skills
Customer Service, Leadership, Customer Retention, Microsoft Office, Retail, People Skills, Sales, Communication Skills, Public Speaking, Strategic Leadership, Cross Selling, Research
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice and Corrections
Fidelity Investments April 2015 - Present
Capital One Bank January 2013 - 2015
Law Office of Martin Leyko July 2012 - January 2013
Gordon's Jeweler March 2011 - July 2012
Skills
Customer Service, Leadership, Customer Retention, Microsoft Office, Retail, People Skills, Sales, Communication Skills, Public Speaking, Strategic Leadership, Cross Selling, Research
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice and Corrections
Anne Bunce's Fidelity Investments Experience November 2009 - February 2010
Job Global Knowledge Management Program Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems March 2012 - Present
Cisco Systems June 2010 - May 2012
Fidelity Investments November 2009 - February 2010
Fidelity Investments September 2007 - August 2009
Electronic Data Systems August 2002 - July 2007
Quality of WorkLife Consultants June 2001 - August 2002
Skills
Change Leadership, Data Analysis, Organizing, Problem Solving, Process Improvement, Documentation, Customer Service, Organizational..., Coaching, Benefits, Team Building, Change Management, Strategic Planning, Benefits Administration, Knowledge Management, Mentoring, Microsoft Office, Quality Assurance, Employee Relations, Testing, Troubleshooting, Recruiting, Onboarding, Employee Benefits, Training, Microsoft Excel, Payroll, Program Management, Software Documentation, Project Management, Management, Analysis, Leadership, Access, Leadership Development
Education
The George Washington University 2000 — 2002
Master of Arts, Education and Human Development
Southern Wesleyan University 1993 — 1998
Bachelor of Arts, Psychology
Cisco Systems March 2012 - Present
Cisco Systems June 2010 - May 2012
Fidelity Investments November 2009 - February 2010
Fidelity Investments September 2007 - August 2009
Electronic Data Systems August 2002 - July 2007
Quality of WorkLife Consultants June 2001 - August 2002
Skills
Change Leadership, Data Analysis, Organizing, Problem Solving, Process Improvement, Documentation, Customer Service, Organizational..., Coaching, Benefits, Team Building, Change Management, Strategic Planning, Benefits Administration, Knowledge Management, Mentoring, Microsoft Office, Quality Assurance, Employee Relations, Testing, Troubleshooting, Recruiting, Onboarding, Employee Benefits, Training, Microsoft Excel, Payroll, Program Management, Software Documentation, Project Management, Management, Analysis, Leadership, Access, Leadership Development
Education
The George Washington University 2000 — 2002
Master of Arts, Education and Human Development
Southern Wesleyan University 1993 — 1998
Bachelor of Arts, Psychology
Vicki Briggs Vicki Briggs's Fidelity Investments Experience March 1990 - April 2004
Job Human Resources at Mill Creek Residential Trust LLC
Industry Real Estate
Experience
Mill Creek Residential Trust LLC November 2012 - Present
Pedernales Electric Cooperative August 2008 - November 2012
American Bank of Texas, N.A. April 2004 - April 2005
Fidelity Investments March 1990 - April 2004
Skills
Onboarding, Employee Benefits, Benefits Administration, Employee Relations, Process Improvement, Organizational..., Workforce Planning, Recruiting, Human Resources, Talent Management, Personnel Management, Deferred Compensation, Talent Acquisition, Succession Planning
Education
Southwestern Oklahoma State University 1985 — 1989
B.S., Business Administration
Southwestern Oklahoma State University
Bachelor of Science (B.S.), Business Administration
Mill Creek Residential Trust LLC November 2012 - Present
Pedernales Electric Cooperative August 2008 - November 2012
American Bank of Texas, N.A. April 2004 - April 2005
Fidelity Investments March 1990 - April 2004
Skills
Onboarding, Employee Benefits, Benefits Administration, Employee Relations, Process Improvement, Organizational..., Workforce Planning, Recruiting, Human Resources, Talent Management, Personnel Management, Deferred Compensation, Talent Acquisition, Succession Planning
Education
Southwestern Oklahoma State University 1985 — 1989
B.S., Business Administration
Southwestern Oklahoma State University
Bachelor of Science (B.S.), Business Administration
Scott Stelling Scott Stelling's Fidelity Investments Experience July 2011 - Present
Job Director, Client Service Manager at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments January 2008 - December 2011
Fidelity Investments October 2004 - December 2007
Fidelity Investments September 2003 - October 2004
Fidelity Investments December 2000 - August 2003
Keane, Inc September 1998 - December 2000
Skills
Program Management, Relationship Management, Business Analysis, SDLC, Project Management, Management, Leadership, Team Leadership, Outsourcing, Vendor Management, Financial Services, Human Resources, Process Improvement, Team Building, Employee Benefits, Requirements Analysis
Education
Southern New Hampshire University 2000 — 2003
Masters, Business Administration
University of Central Florida - College of Business Administration 1988 — 1993
Bachelor of Science, Business Administration
Fidelity Investments July 2011 - Present
Fidelity Investments January 2008 - December 2011
Fidelity Investments October 2004 - December 2007
Fidelity Investments September 2003 - October 2004
Fidelity Investments December 2000 - August 2003
Keane, Inc September 1998 - December 2000
Skills
Program Management, Relationship Management, Business Analysis, SDLC, Project Management, Management, Leadership, Team Leadership, Outsourcing, Vendor Management, Financial Services, Human Resources, Process Improvement, Team Building, Employee Benefits, Requirements Analysis
Education
Southern New Hampshire University 2000 — 2003
Masters, Business Administration
University of Central Florida - College of Business Administration 1988 — 1993
Bachelor of Science, Business Administration
Dwight Christie's Fidelity Investments Experience Case ManagerFidelity InvestmentsSeptember 2005 - Present
Job Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Case ManagerFidelity InvestmentsSeptember 2005 - Present
Education
Southern Oregon University 1970 — 1975
Bachelor of Applied Science (BASc)
Southern Oregon University 1970 — 1975
Bachelor of Applied Science (BASc), Political Science and Government, 3.4
Fidelity Investments Case ManagerFidelity InvestmentsSeptember 2005 - Present
Education
Southern Oregon University 1970 — 1975
Bachelor of Applied Science (BASc)
Southern Oregon University 1970 — 1975
Bachelor of Applied Science (BASc), Political Science and Government, 3.4
Randy Barske Randy Barske's Fidelity Investments Experience March 2014 - Present
Job Sr. Research Manager Fidelity Investments
Industry Market Research
Experience
Fidelity Investments March 2014 - Present
TNS NFO 2007 - March 2014
Abt Associates 1998 - 2007
PERT Survey Research 1995 - 1998
Research Perspectives 1993 - 1994
Dekadt Marketing Research 1992 - 1993
Skills
Advertising Research, Marketing Research, Quantitative Research, Consumer Behaviour, Questionnaire Design, Market Research, Customer Insight, Survey Design, Primary Research, Segmentation, Focus Groups
Education
Southern New Hampshire University 1989 — 1992
BS, Marketing
Fidelity Investments March 2014 - Present
TNS NFO 2007 - March 2014
Abt Associates 1998 - 2007
PERT Survey Research 1995 - 1998
Research Perspectives 1993 - 1994
Dekadt Marketing Research 1992 - 1993
Skills
Advertising Research, Marketing Research, Quantitative Research, Consumer Behaviour, Questionnaire Design, Market Research, Customer Insight, Survey Design, Primary Research, Segmentation, Focus Groups
Education
Southern New Hampshire University 1989 — 1992
BS, Marketing
James Weed James Weed's Fidelity Investments Experience May 2011 - Present
Job Financial Representative
Industry Investment Management
Experience
Fidelity Investments May 2011 - Present
Wells Fargo Private Bank (WFC) May 2009 - May 2011
Wells Fargo Investments (WFC) January 2008 - May 2009
Arkona a subsidiary of DealerTrack (TRAK) May 2006 - October 2007
Arkona a subsidiary of DealerTrack May 2006 - October 2007
Morgan Bay Management January 2002 - August 2003
AAA Fair Credit Foundation January 2002 - July 2003
Skills
Investments, Mutual Funds, Finance, Equities, Series 7
Education
University of Utah - David Eccles School of Business 2011 — 2013
Masters, Finance
Southern Utah University 2003 — 2006
BS, Finance
Southern Utah University
Fidelity Investments May 2011 - Present
Wells Fargo Private Bank (WFC) May 2009 - May 2011
Wells Fargo Investments (WFC) January 2008 - May 2009
Arkona a subsidiary of DealerTrack (TRAK) May 2006 - October 2007
Arkona a subsidiary of DealerTrack May 2006 - October 2007
Morgan Bay Management January 2002 - August 2003
AAA Fair Credit Foundation January 2002 - July 2003
Skills
Investments, Mutual Funds, Finance, Equities, Series 7
Education
University of Utah - David Eccles School of Business 2011 — 2013
Masters, Finance
Southern Utah University 2003 — 2006
BS, Finance
Southern Utah University
Haley McGuire's Fidelity Investments Experience June 2011 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Babe's Chicken Dinner House June 2010 - June 2011
O'Charley's August 2009 - May 2010
Western Oklahoma Aviation August 2007 - January 2009
Skills
Customer Service, Time Management, Microsoft Word, Microsoft Office, Catering, Restaurants, Teamwork
Education
Southwestern Oklahoma State University 2005 — 2008
Business Management, Business, Management, Marketing, and Related Support Services
Fidelity Investments June 2011 - Present
Babe's Chicken Dinner House June 2010 - June 2011
O'Charley's August 2009 - May 2010
Western Oklahoma Aviation August 2007 - January 2009
Skills
Customer Service, Time Management, Microsoft Word, Microsoft Office, Catering, Restaurants, Teamwork
Education
Southwestern Oklahoma State University 2005 — 2008
Business Management, Business, Management, Marketing, and Related Support Services
Renee Studer Renee Studer's Fidelity Investments Experience November 2014 - Present
Job Business Acceptance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investments November 2006 - September 2009
Fidelity Investments November 2004 - May 2006
Putnam Investments November 1997 - November 2004
Skills
Securities, AML, Mutual Funds, Securities Regulation, OFAC, Financial Services, Equities, ERISA, Risk Management, Investments, Financial Risk, Investment Advisory, Fixed Income, 401k
Education
Southern New Hampshire University 1993 — 1997
Bachelor’s of Science Degree, Business Administration and Management, General
West High School 1985 — 1989
Diploma, General Studies
Fidelity Investments November 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investments November 2006 - September 2009
Fidelity Investments November 2004 - May 2006
Putnam Investments November 1997 - November 2004
Skills
Securities, AML, Mutual Funds, Securities Regulation, OFAC, Financial Services, Equities, ERISA, Risk Management, Investments, Financial Risk, Investment Advisory, Fixed Income, 401k
Education
Southern New Hampshire University 1993 — 1997
Bachelor’s of Science Degree, Business Administration and Management, General
West High School 1985 — 1989
Diploma, General Studies
JUSTIN KRAMER's Fidelity Investments Experience 2006 - 2006
Job Mortgage Loan Officer at Primary Residential Mortgage
Industry Financial Services
Experience
Primary Residential Mortgage August 2013 - Present
Primary Residential Mortgage December 2012 - Present
iFreedom Direct Corporation April 2012 - November 2012
Mountain America Credit Union April 2009 - April 2012
Galileo Financial Group 2009 - 2010
Meridias Capital 2007 - 2007
Fidelity Investments 2006 - 2006
Skills
Financial Advisory, Mortgage Lending, Finance, Financial Services, Loans, Retirement, Credit, Mortgage Banking, Banking, Loan Origination, Residential Mortgages, Sales, Refinance, VA Loans, Customer Service, FHA, Credit Analysis
Education
University of Utah 2002 — 2006
Business, Finance
Southern Utah University 1999 — 2000
Primary Residential Mortgage August 2013 - Present
Primary Residential Mortgage December 2012 - Present
iFreedom Direct Corporation April 2012 - November 2012
Mountain America Credit Union April 2009 - April 2012
Galileo Financial Group 2009 - 2010
Meridias Capital 2007 - 2007
Fidelity Investments 2006 - 2006
Skills
Financial Advisory, Mortgage Lending, Finance, Financial Services, Loans, Retirement, Credit, Mortgage Banking, Banking, Loan Origination, Residential Mortgages, Sales, Refinance, VA Loans, Customer Service, FHA, Credit Analysis
Education
University of Utah 2002 — 2006
Business, Finance
Southern Utah University 1999 — 2000
Kaden Waters's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Central Electric Supply October 2008 - February 2015
State Bank of Southern Utah January 2008 - October 2008
Skills
Financial Services, Financial Planning, Customer Service, Microsoft Excel, Financial Analysis, Finance, Inventory Control, Budgets, Accounting, Warehouse Management, Forecasting, Inventory Accuracy, Purchasing, Electricians, Inventory Management, Warehousing, College Football
Education
Southern Utah University 2006 — 2008
Bachelor's degree, Finance, General
Fidelity Investments February 2015 - Present
Central Electric Supply October 2008 - February 2015
State Bank of Southern Utah January 2008 - October 2008
Skills
Financial Services, Financial Planning, Customer Service, Microsoft Excel, Financial Analysis, Finance, Inventory Control, Budgets, Accounting, Warehouse Management, Forecasting, Inventory Accuracy, Purchasing, Electricians, Inventory Management, Warehousing, College Football
Education
Southern Utah University 2006 — 2008
Bachelor's degree, Finance, General
George Reimonn's Fidelity Investments Experience August 2006 - February 2009
Job VP, Customer Success at Mobile Health Consumer, Inc.
Industry Financial Services
Experience
Mobile Health Consumer, Inc. September 2015 - Present
Citizens Bank December 2013 - August 2015
Citizens Bank June 2011 - December 2013
Worldwide Compensation / Taleo (now a part of Oracle) April 2009 - May 2011
Fidelity Investments August 2006 - February 2009
Fidelity Investments March 2004 - August 2006
Workscape (now a part of ADP) January 2003 - March 2004
Workscape (now a part of ADP) May 2000 - January 2003
Providence Medford Medical Center May 1993 - April 2000
Transiton Systems, Inc. (now a part of Allscripts) 1987 - 1993
Skills
Customer Experience, SaaS, CRM, Product Management, Competitive Analysis, Business Case, Leadership, Healthcare, Professional Services, Project Management, Sales Operations, Strategy, Outsourcing, Marketing, Sales Management, Business Analysis, Program Management, Team Management, Analytics, Selling, Financial Services, Product Development, Agile Methodologies, Agile Project Management, Agile Product Management, Data Science, Sales
Education
The Johns Hopkins University 2014 — 2015
Data Science Specialization
Southern Oregon University 1996 — 1997
MBA
University of Chicago 1980 — 1986
BA
Mobile Health Consumer, Inc. September 2015 - Present
Citizens Bank December 2013 - August 2015
Citizens Bank June 2011 - December 2013
Worldwide Compensation / Taleo (now a part of Oracle) April 2009 - May 2011
Fidelity Investments August 2006 - February 2009
Fidelity Investments March 2004 - August 2006
Workscape (now a part of ADP) January 2003 - March 2004
Workscape (now a part of ADP) May 2000 - January 2003
Providence Medford Medical Center May 1993 - April 2000
Transiton Systems, Inc. (now a part of Allscripts) 1987 - 1993
Skills
Customer Experience, SaaS, CRM, Product Management, Competitive Analysis, Business Case, Leadership, Healthcare, Professional Services, Project Management, Sales Operations, Strategy, Outsourcing, Marketing, Sales Management, Business Analysis, Program Management, Team Management, Analytics, Selling, Financial Services, Product Development, Agile Methodologies, Agile Project Management, Agile Product Management, Data Science, Sales
Education
The Johns Hopkins University 2014 — 2015
Data Science Specialization
Southern Oregon University 1996 — 1997
MBA
University of Chicago 1980 — 1986
BA
Tom Fielding, PMP's Fidelity Investments Experience November 2012 - Present
Job Sr Deployment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
BB&T August 2008 - November 2012
Patersons Global Payroll March 2008 - August 2008
Fidelity Investments October 2006 - December 2007
Fidelity Investments April 2002 - October 2006
Skills
Project Portfolio..., PPM, Project Management, PMP, Demand Management, Demand Planning, Resource Management, Capacity Management, Business Analysis, Process Improvement, Business Requirements, Training Delivery, Changepoint, Business Process..., Program Management, Requirements Gathering, Talent Management, PMO, Deployment, Streetscape, myStreetscape, ITIL, Consulting
Education
Southern New Hampshire University 1997 — 2001
BS, Business Administration
Fidelity Investments November 2012 - Present
BB&T August 2008 - November 2012
Patersons Global Payroll March 2008 - August 2008
Fidelity Investments October 2006 - December 2007
Fidelity Investments April 2002 - October 2006
Skills
Project Portfolio..., PPM, Project Management, PMP, Demand Management, Demand Planning, Resource Management, Capacity Management, Business Analysis, Process Improvement, Business Requirements, Training Delivery, Changepoint, Business Process..., Program Management, Requirements Gathering, Talent Management, PMO, Deployment, Streetscape, myStreetscape, ITIL, Consulting
Education
Southern New Hampshire University 1997 — 2001
BS, Business Administration
Rajeev Wadhwa's Fidelity Investments Experience November 2013 - Present
Job Senior Software Engg.
Industry Legal Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments February 2006 - March 2013
Oracle January 2005 - February 2006
Genesys Software Systems March 2000 - November 2004
Skills
C#, PL/SQL, Web Services, SQL, jQuery, ASP, ASP.NET MVC, AJAX, Microsoft SQL Server, Flex, JavaScript, REST, Requirements Analysis, HTML, Oracle, Software Project..., .NET, Agile Methodologies, Business Analysis, Visual Studio, Web Applications, XML
Education
Southern New Hampshire University 1999 — 2000
Master of Science, Computer Information Systems
Southern New Hampshire University 1999 — 2000
MBA, Marketing
Fidelity Investments November 2013 - Present
Fidelity Investments February 2006 - March 2013
Oracle January 2005 - February 2006
Genesys Software Systems March 2000 - November 2004
Skills
C#, PL/SQL, Web Services, SQL, jQuery, ASP, ASP.NET MVC, AJAX, Microsoft SQL Server, Flex, JavaScript, REST, Requirements Analysis, HTML, Oracle, Software Project..., .NET, Agile Methodologies, Business Analysis, Visual Studio, Web Applications, XML
Education
Southern New Hampshire University 1999 — 2000
Master of Science, Computer Information Systems
Southern New Hampshire University 1999 — 2000
MBA, Marketing
Stephanie Cunningham, CMP's Fidelity Investments Experience August 2004 - August 2006
Job Manager at KPMG LLP
Industry Events Services
Experience
KPMG LLP September 2010 - Present
Stephanie F. Cunningham, CMP October 2006 - July 2010
Fidelity Investments August 2004 - August 2006
Avid Technology February 2001 - August 2004
Skills
Marketing Communications, Strategy, Event Management, Corporate Events, Trade Shows, Budgets, Management, Meeting Planning, Event Planning
Education
Southern New Hampshire University 1986 — 1990
B.S., Retail Management
KPMG LLP September 2010 - Present
Stephanie F. Cunningham, CMP October 2006 - July 2010
Fidelity Investments August 2004 - August 2006
Avid Technology February 2001 - August 2004
Skills
Marketing Communications, Strategy, Event Management, Corporate Events, Trade Shows, Budgets, Management, Meeting Planning, Event Planning
Education
Southern New Hampshire University 1986 — 1990
B.S., Retail Management
Tara Della Croce's Fidelity Investments Experience 2005 - 2005
Job Sr. Analyst, Human Resources at Keurig Green Mountain
Industry Human Resources
Experience
Keurig Green Mountain January 2011 - Present
Gentle Dental Partners December 2008 - January 2011
Los Angeles Child Guidance Clinic May 2007 - August 2008
Carat USA September 2006 - May 2007
ECCO USA November 2005 - September 2006
Fidelity Investments 2005 - 2005
Skills
Benefits Administration, Human Resources, PeopleSoft, Onboarding, HRIS, Performance Management, Organizational..., Succession Planning, Personnel Management, Employee Relations, FMLA, Applicant Tracking..., Employee Benefits, Workforce Planning, Talent Acquisition, ADP Payroll, New Hire Orientations, Talent Management, Employee Engagement, Interviews, Taleo, HR Policies, Job Analysis, Sourcing, Job Descriptions, Hiring, Compensation & Benefit, Conflict Resolution, Training, Employee Handbooks, Leadership Development, Internet Recruiting, Exit Interviews, Labor Relations, Coaching, Temporary Placement, Career Development, Organizational Design, Employment Law, Benefits Negotiation
Education
Southern New Hampshire University 2002 — 2004
Master of Business Administration (MBA)
Southern New Hampshire University 1998 — 2002
Bachelor of Business Studies w/Concentration in Business Administration and Minor in Sociology
Keurig Green Mountain January 2011 - Present
Gentle Dental Partners December 2008 - January 2011
Los Angeles Child Guidance Clinic May 2007 - August 2008
Carat USA September 2006 - May 2007
ECCO USA November 2005 - September 2006
Fidelity Investments 2005 - 2005
Skills
Benefits Administration, Human Resources, PeopleSoft, Onboarding, HRIS, Performance Management, Organizational..., Succession Planning, Personnel Management, Employee Relations, FMLA, Applicant Tracking..., Employee Benefits, Workforce Planning, Talent Acquisition, ADP Payroll, New Hire Orientations, Talent Management, Employee Engagement, Interviews, Taleo, HR Policies, Job Analysis, Sourcing, Job Descriptions, Hiring, Compensation & Benefit, Conflict Resolution, Training, Employee Handbooks, Leadership Development, Internet Recruiting, Exit Interviews, Labor Relations, Coaching, Temporary Placement, Career Development, Organizational Design, Employment Law, Benefits Negotiation
Education
Southern New Hampshire University 2002 — 2004
Master of Business Administration (MBA)
Southern New Hampshire University 1998 — 2002
Bachelor of Business Studies w/Concentration in Business Administration and Minor in Sociology
Tim Lamphere's Fidelity Investments Experience
Job SR REGIONAL SUPPORT ANALYST at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments
Skills
Call Centers, Process Improvement, Customer Service, Troubleshooting, SQL, Data Center, Technical Support, Vendor Management, Agile Methodologies, Business Analysis, Requirements Analysis, ITIL, VoIP, Management, Financial Services, Software Documentation, Program Management, Software Project..., Visio, Disaster Recovery, IT Management, Leadership, Project Management, SDLC
Education
Southern New Hampshire University 2000 — 2005
Bachelor, Technical Management
Salem High School 1983 — 1986
Fidelity Investments
Skills
Call Centers, Process Improvement, Customer Service, Troubleshooting, SQL, Data Center, Technical Support, Vendor Management, Agile Methodologies, Business Analysis, Requirements Analysis, ITIL, VoIP, Management, Financial Services, Software Documentation, Program Management, Software Project..., Visio, Disaster Recovery, IT Management, Leadership, Project Management, SDLC
Education
Southern New Hampshire University 2000 — 2005
Bachelor, Technical Management
Salem High School 1983 — 1986
Rachel Castrillon (nee Wester)'s Fidelity Investments Experience May 1998 - April 2002
Job Human Performance Consultant
Industry Information Technology and Services
Experience
Independent Consultant July 2010 - Present
Sendero Business Services May 2009 - July 2010
Sendero Business Services 2008 - 2008
Fidelity Investments May 1998 - April 2002
Andersen Consulting/Accenture 1991 - 1998
Accenture 1991 - 1998
Skills
Program Management, Management Consulting, Management, Process Improvement, Strategy, Leadership, IT Strategy, Consulting, Change Management, Business Transformation, Business Process..., Business Analysis, E-Learning, E-Learning Consulting, E-learning...
Education
The University of Texas at Austin 1989 — 1991
B.A., Anthropology
Southwestern University 1987 — 1989
Independent Consultant July 2010 - Present
Sendero Business Services May 2009 - July 2010
Sendero Business Services 2008 - 2008
Fidelity Investments May 1998 - April 2002
Andersen Consulting/Accenture 1991 - 1998
Accenture 1991 - 1998
Skills
Program Management, Management Consulting, Management, Process Improvement, Strategy, Leadership, IT Strategy, Consulting, Change Management, Business Transformation, Business Process..., Business Analysis, E-Learning, E-Learning Consulting, E-learning...
Education
The University of Texas at Austin 1989 — 1991
B.A., Anthropology
Southwestern University 1987 — 1989
Sreedhar Annu's Fidelity Investments Experience December 2011 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Education
Southern New Hampshire University 1989 — 1991
Fidelity Investments December 2011 - Present
Education
Southern New Hampshire University 1989 — 1991
Rich O'Leary's Fidelity Investments Experience June 2007 - October 2008
Job Client Services Analyst at Mercer Management Consulting
Industry Human Resources
Experience
Mercer Management Consulting August 2012 - Present
Strategic Accounting January 2006 - Present
SimplexGrinnell May 2011 - August 2012
Citizens Bank April 2011 - May 2011
Sun Life Financial September 2010 - April 2011
Harpers Payroll April 2010 - August 2010
Entercom Boston LLC June 2009 - April 2010
Fidelity Investments June 2007 - October 2008
Fidelity Investments October 2004 - June 2007
PC Connection February 2000 - June 2003
Skills
Payroll, Human Resources, ADP Payroll, Customer Service, Account Reconciliation, Accounts Payable, Process Improvement, Accounting, Account Management, Microsoft Excel, Customer Relations, Excel, PowerPoint, Problem Solving, SQL, Client Relations Skills, Healthcare Information..., Health Insurance, Six Sigma, Lean Process Improvement, Agile Project Management, Data Analysis, PeopleSoft, Project Management, Employee Benefits, Query Writing, FSA, Benefits Administration, Management, HRIS
Education
Southern New Hampshire University 1993 — 2003
B.S, Business Studies; Accounting
Southern New Hampshire University 1993 — 1997
A.A, Culinary Arts
Mercer Management Consulting August 2012 - Present
Strategic Accounting January 2006 - Present
SimplexGrinnell May 2011 - August 2012
Citizens Bank April 2011 - May 2011
Sun Life Financial September 2010 - April 2011
Harpers Payroll April 2010 - August 2010
Entercom Boston LLC June 2009 - April 2010
Fidelity Investments June 2007 - October 2008
Fidelity Investments October 2004 - June 2007
PC Connection February 2000 - June 2003
Skills
Payroll, Human Resources, ADP Payroll, Customer Service, Account Reconciliation, Accounts Payable, Process Improvement, Accounting, Account Management, Microsoft Excel, Customer Relations, Excel, PowerPoint, Problem Solving, SQL, Client Relations Skills, Healthcare Information..., Health Insurance, Six Sigma, Lean Process Improvement, Agile Project Management, Data Analysis, PeopleSoft, Project Management, Employee Benefits, Query Writing, FSA, Benefits Administration, Management, HRIS
Education
Southern New Hampshire University 1993 — 2003
B.S, Business Studies; Accounting
Southern New Hampshire University 1993 — 1997
A.A, Culinary Arts
Vince Puglisi's Fidelity Investments Experience June 1995 - December 2008
Job Former Vice President at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 1995 - December 2008
Education
Southern New Hampshire University 1984 — 1988
BS Business, Management Concentration
Fidelity Investments June 1995 - December 2008
Education
Southern New Hampshire University 1984 — 1988
BS Business, Management Concentration
Karen Garner, QKA's Fidelity Investments Experience March 2012 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments September 2007 - March 2012
Texas County and District Retirement System November 2005 - August 2007
Texas County & District Retirement System November 2003 - November 2005
Innovative Pension Strategy & Design December 2000 - November 2003
Innovative Pension Strategy & Design November 1999 - December 2000
Skills
Defined Benefit, Retirement, Pensions, Employee Benefits, Communication, Relationship Management
Education
Southwestern University
Fidelity Investments March 2012 - Present
Fidelity Investments September 2007 - March 2012
Texas County and District Retirement System November 2005 - August 2007
Texas County & District Retirement System November 2003 - November 2005
Innovative Pension Strategy & Design December 2000 - November 2003
Innovative Pension Strategy & Design November 1999 - December 2000
Skills
Defined Benefit, Retirement, Pensions, Employee Benefits, Communication, Relationship Management
Education
Southwestern University
Richard Diehl's Fidelity Investments Experience January 2014 - Present
Job Instructional Design Consultant at Fidelity Investments
Industry E-Learning
Experience
Fidelity Investments January 2014 - Present
CoreAxis Consulting July 2013 - December 2013
Fidelity Investments March 2007 - March 2013
Hanover Insurance Group, Inc. 1998 - 2007
Skills
Needs Analysis, Leadership, Performance Consulting, Blended Learning, Instructor-led Training, Captivate, Program Management, Learning Management, Learning Management..., ADDIE, Change Management, Organizational Design, Management, Organizational..., Organizational..., Project Management, Training Delivery, Performance Management, Talent Management, Leadership Development, Coaching, Lectora, Employee Training, Adult Education, Training, E-Learning, Instructional Design
Education
University of New Hampshire
Bachelor of Science (B.S.)
Southern New Hampshire University
Grad. Certificate, Human Resources Administration and Industrial Relations
Fidelity Investments January 2014 - Present
CoreAxis Consulting July 2013 - December 2013
Fidelity Investments March 2007 - March 2013
Hanover Insurance Group, Inc. 1998 - 2007
Skills
Needs Analysis, Leadership, Performance Consulting, Blended Learning, Instructor-led Training, Captivate, Program Management, Learning Management, Learning Management..., ADDIE, Change Management, Organizational Design, Management, Organizational..., Organizational..., Project Management, Training Delivery, Performance Management, Talent Management, Leadership Development, Coaching, Lectora, Employee Training, Adult Education, Training, E-Learning, Instructional Design
Education
University of New Hampshire
Bachelor of Science (B.S.)
Southern New Hampshire University
Grad. Certificate, Human Resources Administration and Industrial Relations
Trisha Driscoll's Fidelity Investments Experience November 2007 - December 2008
Job Experienced Risk Analyst
Industry Financial Services
Experience
Fidelity Investments November 2007 - December 2008
Shaw's Supermarkets May 2002 - August 2005
Education
Southern New Hampshire University 2002 — 2004
Fidelity Investments November 2007 - December 2008
Shaw's Supermarkets May 2002 - August 2005
Education
Southern New Hampshire University 2002 — 2004
Richard Chaney's Fidelity Investments Experience December 1999 - March 2005
Job Marketing Regulatory Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
H.D. Vest Financial Services April 2012 - May 2014
HD Vest Financial Services 2006 - April 2012
Fidelity Investments December 1999 - March 2005
Skills
Compliance, Compliance Operations, Compliance..., Compliance Procedures, Federal & State..., Series 7, Series 63, Series 24, Wealth Management...
Education
Spring Hill College 1992 — 1996
BS, Psychology
LPL Financial May 2014 - Present
H.D. Vest Financial Services April 2012 - May 2014
HD Vest Financial Services 2006 - April 2012
Fidelity Investments December 1999 - March 2005
Skills
Compliance, Compliance Operations, Compliance..., Compliance Procedures, Federal & State..., Series 7, Series 63, Series 24, Wealth Management...
Education
Spring Hill College 1992 — 1996
BS, Psychology
Spector, Joan's Fidelity Investments Experience July 2005 - Present
Job Sr. Project Manager Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2005 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments October 2007 - June 2011
Fidelity Investments July 2005 - September 2007
Electronic Data Systems April 2002 - June 2005
Electronic Data Systems January 1999 - April 2002
Wang Laboratories July 1985 - December 1999
Skills
SDLC, Software Project..., PMP, Requirements Gathering, Visio, MS Project, Program Management, SharePoint, Project Management, Change Management, PMO, Unix, Project Portfolio..., Resource Management, Waterfall, Project Delivery, Software Development, Requirements Analysis, Software Documentation, Management, Leadership, Testing, User Acceptance Testing, Risk Management, Business Analysis, Vendor Management, Agile Project Management
Education
PMI 2007 — 2016
PMP Certification, Project Management, PMP
Southern New Hampshire University 1988 — 1990
BS, Computer Science
Fidelity Investments July 2005 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments October 2007 - June 2011
Fidelity Investments July 2005 - September 2007
Electronic Data Systems April 2002 - June 2005
Electronic Data Systems January 1999 - April 2002
Wang Laboratories July 1985 - December 1999
Skills
SDLC, Software Project..., PMP, Requirements Gathering, Visio, MS Project, Program Management, SharePoint, Project Management, Change Management, PMO, Unix, Project Portfolio..., Resource Management, Waterfall, Project Delivery, Software Development, Requirements Analysis, Software Documentation, Management, Leadership, Testing, User Acceptance Testing, Risk Management, Business Analysis, Vendor Management, Agile Project Management
Education
PMI 2007 — 2016
PMP Certification, Project Management, PMP
Southern New Hampshire University 1988 — 1990
BS, Computer Science
Charmaine Price's Fidelity Investments Experience October 2011 - June 2013
Job Recruiter at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments October 2011 - June 2013
Harrington, Moran & Barksdale, Inc. May 2009 - August 2011
Comerica October 2007 - January 2009
HRi January 2007 - October 2007
OfficeTeam October 2005 - November 2006
Primedia Workplace Learning April 2004 - September 2005
Skills
Recruiting, Interviews, Sourcing, Job Postings, Onboarding
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1996
Communications
Fidelity Investments October 2011 - June 2013
Harrington, Moran & Barksdale, Inc. May 2009 - August 2011
Comerica October 2007 - January 2009
HRi January 2007 - October 2007
OfficeTeam October 2005 - November 2006
Primedia Workplace Learning April 2004 - September 2005
Skills
Recruiting, Interviews, Sourcing, Job Postings, Onboarding
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1996
Communications
Les Puryear's Fidelity Investments Experience August 2012 - March 2013
Job Pastor at Bethany Baptist Church
Industry Religious Institutions
Experience
Bethany Baptist Church March 2013 - Present
Fidelity Investments August 2012 - March 2013
Cornerstone Community Church November 2010 - March 2013
Time Warner Cable January 2012 - August 2012
Aon Hewitt August 2011 - January 2012
Lewisville Baptist Church September 2005 - October 2010
Wallburg Baptist Church November 2002 - September 2005
Nortel Networks 1984 - 1998
Nortel Networks 1984 - 1998
Nortel Networks 1984 - 1998
Skills
Leadership Development, Preaching, Volunteer Management, Community Outreach, Public Speaking, Non-profits, Teaching, Coaching, Event Planning, Leadership, System Administration, Theology, Bible, Pastoral Counseling, Pastoral Care, Expository Preaching, Biblical Studies, Nonprofits, Discipleship, Gospel, Missions
Education
Southwestern Baptist Theological Seminary 1997 — 1999
Bachelors, Theology
Trinity College of the Bible and Trinity Theological Seminary
Master of Arts; B.A, Biblical Counseling; Theology
Bethany Baptist Church March 2013 - Present
Fidelity Investments August 2012 - March 2013
Cornerstone Community Church November 2010 - March 2013
Time Warner Cable January 2012 - August 2012
Aon Hewitt August 2011 - January 2012
Lewisville Baptist Church September 2005 - October 2010
Wallburg Baptist Church November 2002 - September 2005
Nortel Networks 1984 - 1998
Nortel Networks 1984 - 1998
Nortel Networks 1984 - 1998
Skills
Leadership Development, Preaching, Volunteer Management, Community Outreach, Public Speaking, Non-profits, Teaching, Coaching, Event Planning, Leadership, System Administration, Theology, Bible, Pastoral Counseling, Pastoral Care, Expository Preaching, Biblical Studies, Nonprofits, Discipleship, Gospel, Missions
Education
Southwestern Baptist Theological Seminary 1997 — 1999
Bachelors, Theology
Trinity College of the Bible and Trinity Theological Seminary
Master of Arts; B.A, Biblical Counseling; Theology
Sam Ragsdale's Fidelity Investments Experience January 2011 - February 2015
Job Vice President of Sales at Financial Guard
Industry Financial Services
Experience
Financial Guard February 2015 - Present
Fidelity Investments January 2011 - February 2015
Treehouse Athletic Club June 2006 - December 2010
Skills
Team Building, Microsoft Office, Leadership, Social Media, Financial Analysis, Sales, Customer Service, Team Leadership, Management, Microsoft Excel, Finance, Performance Management, Investments, Risk Management, Microsoft Word, PowerPoint, Coaching, Strategic Planning, Process Improvement, Sales Management, Series 7, Budgets, Project Management
Education
Southern Utah University 2007 — 2010
B.S., Management, Magna cum Laude
Financial Guard February 2015 - Present
Fidelity Investments January 2011 - February 2015
Treehouse Athletic Club June 2006 - December 2010
Skills
Team Building, Microsoft Office, Leadership, Social Media, Financial Analysis, Sales, Customer Service, Team Leadership, Management, Microsoft Excel, Finance, Performance Management, Investments, Risk Management, Microsoft Word, PowerPoint, Coaching, Strategic Planning, Process Improvement, Sales Management, Series 7, Budgets, Project Management
Education
Southern Utah University 2007 — 2010
B.S., Management, Magna cum Laude
Tyrone Lochmandy's Fidelity Investments Experience March 2001 - August 2011
Job Innovative Solutions Consultant at OneSource Virtual
Industry Financial Services
Experience
OneSource Virtual November 2013 - Present
OneSource Virtual October 2012 - November 2013
OneSource Virtual HR August 2011 - October 2012
Fidelity Investments March 2001 - August 2011
Teradyne 1998 - 2001
Skills
Visio, Business Analysis, HRIS, Software Implementation, SDLC, Vendor Management, Workday, Process Improvement, Software Project..., Requirements Gathering, Business Process..., Project Management, XML, MS Project, Requirements Analysis, Salesforce.com, ERP, SQL, Databases, Scrum, PeopleSoft, Change Management, Business Process, Microsoft Project, Systems Analysis
Education
Southern New Hampshire University 2008 — 2010
Master's degree, Project/Operations Management
Southern New Hampshire University 2004 — 2008
Master of Business Administration (M.B.A.), International Business
Southern New Hampshire University 1999 — 2004
Master's degree, Information Technology
OneSource Virtual November 2013 - Present
OneSource Virtual October 2012 - November 2013
OneSource Virtual HR August 2011 - October 2012
Fidelity Investments March 2001 - August 2011
Teradyne 1998 - 2001
Skills
Visio, Business Analysis, HRIS, Software Implementation, SDLC, Vendor Management, Workday, Process Improvement, Software Project..., Requirements Gathering, Business Process..., Project Management, XML, MS Project, Requirements Analysis, Salesforce.com, ERP, SQL, Databases, Scrum, PeopleSoft, Change Management, Business Process, Microsoft Project, Systems Analysis
Education
Southern New Hampshire University 2008 — 2010
Master's degree, Project/Operations Management
Southern New Hampshire University 2004 — 2008
Master of Business Administration (M.B.A.), International Business
Southern New Hampshire University 1999 — 2004
Master's degree, Information Technology
Dave Ursem's Fidelity Investments Experience June 2005 - May 2011
Job Sales Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investment's Portfolio Advisory Services (PAS) May 2011 - Present
Fidelity Investments June 2005 - May 2011
Fidelity Investments May 2000 - June 2005
Fidelity Investments April 1999 - May 2000
Fidelity Investments May 1998 - April 1999
Savage Services April 1995 - May 1998
Education
Southern Utah University 1991 — 1994
BS, Zoology
Fidelity Investment's Portfolio Advisory Services (PAS) May 2011 - Present
Fidelity Investments June 2005 - May 2011
Fidelity Investments May 2000 - June 2005
Fidelity Investments April 1999 - May 2000
Fidelity Investments May 1998 - April 1999
Savage Services April 1995 - May 1998
Education
Southern Utah University 1991 — 1994
BS, Zoology
Todd Charette's Fidelity Investments Experience July 2014 - Present
Job Innovation Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2006 - July 2014
Bennett Footwear Group April 1992 - October 2005
Contel Telecommunications 1991 - 1992
Skills
Leadership, Relationship Management, Innovation Consulting, Lean Startup, Innovation Management, Performance Consulting, Coaching, Financial Services, Learning Management, Instructor-led Training, Vendor Management, Workshop Facilitation, Performance Management, Needs Analysis, Series 7, Series 63, Onboarding, Training, Talent Management, Faciltation, Leadership Trainer, Quality Assurance, Virtual Facilitation, Presentation Coaching, Change Management, Instructional Design, Training Delivery, Salesforce Training, Social Media, Informal Education, Strategic Consulting, Emotional Intelligence, Consultative Selling..., Customer Service, Project Management, Management, Strategic Planning, Mutual Funds
Education
Southern New Hampshire University 1988 — 1992
Bachelor of Science, Business Administration, Business Law
Trinity High School 1983 — 1987
College Prep
Fidelity Investments July 2014 - Present
Fidelity Investments January 2006 - July 2014
Bennett Footwear Group April 1992 - October 2005
Contel Telecommunications 1991 - 1992
Skills
Leadership, Relationship Management, Innovation Consulting, Lean Startup, Innovation Management, Performance Consulting, Coaching, Financial Services, Learning Management, Instructor-led Training, Vendor Management, Workshop Facilitation, Performance Management, Needs Analysis, Series 7, Series 63, Onboarding, Training, Talent Management, Faciltation, Leadership Trainer, Quality Assurance, Virtual Facilitation, Presentation Coaching, Change Management, Instructional Design, Training Delivery, Salesforce Training, Social Media, Informal Education, Strategic Consulting, Emotional Intelligence, Consultative Selling..., Customer Service, Project Management, Management, Strategic Planning, Mutual Funds
Education
Southern New Hampshire University 1988 — 1992
Bachelor of Science, Business Administration, Business Law
Trinity High School 1983 — 1987
College Prep
Trudeau Ashley's Fidelity Investments Experience August 2006 - June 2010
Job Human Resources at Great North Property Management
Industry Human Resources
Experience
Great North Property Management January 2013 - Present
Jeri Ann's Cleaning Service September 2010 - January 2013
Fidelity Investments August 2006 - June 2010
Skills
Human Resources, Customer Service, Microsoft Word, Microsoft Office, Team Building, Leadership, Recruiting, Investments, Financial Services, Retirement, Finance, Life Insurance
Education
Southern New Hampshire University 2005 — 2009
Marketing
Great North Property Management January 2013 - Present
Jeri Ann's Cleaning Service September 2010 - January 2013
Fidelity Investments August 2006 - June 2010
Skills
Human Resources, Customer Service, Microsoft Word, Microsoft Office, Team Building, Leadership, Recruiting, Investments, Financial Services, Retirement, Finance, Life Insurance
Education
Southern New Hampshire University 2005 — 2009
Marketing
Brian Kofoed's Fidelity Investments Experience May 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments October 2011 - May 2014
Fidelity Investments June 2011 - October 2011
E*TRADE Financial August 2009 - June 2011
Fidelity Investments June 2007 - August 2009
Skills
Investments, Portfolio Management, CRM, Trading, Series 7, Management, Sales, SDLC, Salesforce.com
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Southern Utah University 2003 — 2007
Bachelor of Science, Marketing
Fidelity Investments May 2014 - Present
Fidelity Investments October 2011 - May 2014
Fidelity Investments June 2011 - October 2011
E*TRADE Financial August 2009 - June 2011
Fidelity Investments June 2007 - August 2009
Skills
Investments, Portfolio Management, CRM, Trading, Series 7, Management, Sales, SDLC, Salesforce.com
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Southern Utah University 2003 — 2007
Bachelor of Science, Marketing
Rebecca Lackey's Fidelity Investments Experience March 2005 - June 2008
Job none
Industry Financial Services
Experience
Merrill Lynch June 2008 - June 2009
Fidelity Investments March 2005 - June 2008
Education
Southern New Hampshire University
B.S., Accounting
Merrill Lynch June 2008 - June 2009
Fidelity Investments March 2005 - June 2008
Education
Southern New Hampshire University
B.S., Accounting
Tim Billingsley's Fidelity Investments Experience January 2013 - Present
Job Principal Producer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments November 2008 - December 2012
Axis Technology, LLC November 2008 - December 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Microsoft SQL Server, Project Management, Program Management, Vendor Management, Data Modeling, Auditing, Capacity Planning, Budget Process, Process Improvement, Driving Efficiency, Scalability, Financial Modeling, Strategic Planning, Business Strategy, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis
Education
Southern New Hampshire University 1999 — 2003
BS, Accounting
Fidelity Investments January 2013 - Present
Fidelity Investments November 2008 - December 2012
Axis Technology, LLC November 2008 - December 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Microsoft SQL Server, Project Management, Program Management, Vendor Management, Data Modeling, Auditing, Capacity Planning, Budget Process, Process Improvement, Driving Efficiency, Scalability, Financial Modeling, Strategic Planning, Business Strategy, Requirements Analysis, SDLC, Requirements Gathering, Business Analysis
Education
Southern New Hampshire University 1999 — 2003
BS, Accounting
R. Joshua Richens's Fidelity Investments Experience August 2010 - May 2014
Job CFO, Member of the Board, Director over Legal and Finance
Industry Nonprofit Organization Management
Experience
Liberty Hills Academy May 2014 - Present
Fidelity Investments August 2010 - May 2014
Fidelity Investments November 2009 - August 2010
Fidelity Investments December 2005 - November 2009
Discover Financial Services July 2002 - November 2005
Skills
Mutual Funds, Fixed Income, Options, Bloomberg Terminal, Simple IRA, 401k, Bond Markets, Municipal Bonds, US Treasuries, Preferred Stock, Stocks, Equity Trading, Microsoft Office, SEP IRA, Keoghs, Equities, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Bloomberg, Securities, Investment Advisory, ETFs, FINRA, Finance, Retirement, Trading, Financial Services, Investment Management, Investments, Asset Management, Portfolio Management, Derivatives, Investment Strategies, Credit Analysis, Alternative Investments, Financial Analysis, Bonds, Corporate Finance, Economics, IRAs, Capital Markets, 401k Rollovers, Electronic Trading, Structured Products
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master's of Science, Finance, General
University of Utah 2002 — 2009
Bachelor of Science (B.S.), Sociology
Southern Utah University 1999 — 2000
Sociology
Liberty Hills Academy May 2014 - Present
Fidelity Investments August 2010 - May 2014
Fidelity Investments November 2009 - August 2010
Fidelity Investments December 2005 - November 2009
Discover Financial Services July 2002 - November 2005
Skills
Mutual Funds, Fixed Income, Options, Bloomberg Terminal, Simple IRA, 401k, Bond Markets, Municipal Bonds, US Treasuries, Preferred Stock, Stocks, Equity Trading, Microsoft Office, SEP IRA, Keoghs, Equities, Wealth Management, Retirement Planning, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Bloomberg, Securities, Investment Advisory, ETFs, FINRA, Finance, Retirement, Trading, Financial Services, Investment Management, Investments, Asset Management, Portfolio Management, Derivatives, Investment Strategies, Credit Analysis, Alternative Investments, Financial Analysis, Bonds, Corporate Finance, Economics, IRAs, Capital Markets, 401k Rollovers, Electronic Trading, Structured Products
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master's of Science, Finance, General
University of Utah 2002 — 2009
Bachelor of Science (B.S.), Sociology
Southern Utah University 1999 — 2000
Sociology
Frederick Hall's Fidelity Investments Experience May 1998 - October 1999
Job Operations Analyst at Settlement Capital Corporation
Industry Financial Services
Experience
Settlement Capital Corporation October 1999 - Present
Fidelity Investments May 1998 - October 1999
Skills
Mergers, Strategic Planning, Risk Management, Banking, Due Diligence, Negotiation, Contract Negotiation, Team Building, Insurance, Auditing, Team Leadership, New Business Development, Marketing Strategy, Investments, Process Improvement, Mergers & Acquisitions, Corporate Governance
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1995
Business Administration, Management and Operations
Settlement Capital Corporation October 1999 - Present
Fidelity Investments May 1998 - October 1999
Skills
Mergers, Strategic Planning, Risk Management, Banking, Due Diligence, Negotiation, Contract Negotiation, Team Building, Insurance, Auditing, Team Leadership, New Business Development, Marketing Strategy, Investments, Process Improvement, Mergers & Acquisitions, Corporate Governance
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1991 — 1995
Business Administration, Management and Operations
Tim Mosher's Fidelity Investments Experience February 2012 - April 2013
Job Route Manager at Souvlaki's Restaurant
Industry Accounting
Experience
Fidelity Investments February 2012 - April 2013
Fidelity Investments November 2011 - March 2012
Souvlaki's Restaurant February 2007 - November 2011
KBW Financial Staffing & Recruiting 2011 - 2011
C.W.C. Fleet Services June 2007 - October 2009
Stanley Steemer June 2006 - August 2007
Skills
Sales, Customer Service, Inventory Management, Customer Satisfaction, Operations Management, Microsoft Excel, Budgets, Team Building, Account Management, Customer Retention, P&L, Management, Microsoft Office, Microsoft Word, Leadership, Sales Management, Team Leadership, Outlook, PowerPoint, Process Improvement
Education
Southern New Hampshire University 2007 — 2011
Accounting, Business Administration
Fidelity Investments February 2012 - April 2013
Fidelity Investments November 2011 - March 2012
Souvlaki's Restaurant February 2007 - November 2011
KBW Financial Staffing & Recruiting 2011 - 2011
C.W.C. Fleet Services June 2007 - October 2009
Stanley Steemer June 2006 - August 2007
Skills
Sales, Customer Service, Inventory Management, Customer Satisfaction, Operations Management, Microsoft Excel, Budgets, Team Building, Account Management, Customer Retention, P&L, Management, Microsoft Office, Microsoft Word, Leadership, Sales Management, Team Leadership, Outlook, PowerPoint, Process Improvement
Education
Southern New Hampshire University 2007 — 2011
Accounting, Business Administration
Colton Dye's Fidelity Investments Experience November 2006 - August 2007
Job Portfolio Manager at Beneficial Financial Group
Industry Investment Management
Experience
Beneficial Financial Group June 2010 - Present
USTAR September 2008 - May 2010
Heaton Financial January 2008 - May 2010
Frontier Drilling April 2008 - August 2008
Fidelity Investments November 2006 - August 2007
Patterson-UTI Drilling Company LLC June 2006 - August 2006
Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Investments, Bloomberg, Venture Capital, Microsoft Excel, Equities, Mutual Funds
Education
University of Utah - David Eccles School of Business 2010 — 2012
Master's Degree, Finance
Southern Utah University 2007 — 2009
Master, Business Administration
University of Utah 2002 — 2007
B.S., Economics
Beneficial Financial Group June 2010 - Present
USTAR September 2008 - May 2010
Heaton Financial January 2008 - May 2010
Frontier Drilling April 2008 - August 2008
Fidelity Investments November 2006 - August 2007
Patterson-UTI Drilling Company LLC June 2006 - August 2006
Skills
Due Diligence, Financial Analysis, Valuation, Financial Modeling, Investments, Bloomberg, Venture Capital, Microsoft Excel, Equities, Mutual Funds
Education
University of Utah - David Eccles School of Business 2010 — 2012
Master's Degree, Finance
Southern Utah University 2007 — 2009
Master, Business Administration
University of Utah 2002 — 2007
B.S., Economics
Robert Breault's Fidelity Investments Experience August 2012 - March 2013
Job Support Analyst at Charles River Development
Industry Financial Services
Experience
Charles River Development November 2014 - Present
Pax World Investments March 2013 - October 2014
Fidelity Investments August 2012 - March 2013
State Street February 2012 - August 2012
State Street October 2010 - February 2012
Southern New Hampshire University September 2009 - May 2010
Southern New Hampshire University September 2008 - May 2009
Skills
Hyperion, SQR, Bloomberg, Reuters, Microsoft Office, Navigator, SPSS, IDC, Securities
Education
Southern New Hampshire University 2006 — 2010
Bachelors of science degree, Economics/Finance
Charles River Development November 2014 - Present
Pax World Investments March 2013 - October 2014
Fidelity Investments August 2012 - March 2013
State Street February 2012 - August 2012
State Street October 2010 - February 2012
Southern New Hampshire University September 2009 - May 2010
Southern New Hampshire University September 2008 - May 2009
Skills
Hyperion, SQR, Bloomberg, Reuters, Microsoft Office, Navigator, SPSS, IDC, Securities
Education
Southern New Hampshire University 2006 — 2010
Bachelors of science degree, Economics/Finance
Rick Gagnon's Fidelity Investments Experience June 1998 - July 2000
Job Assistant Director of Facilities at Endicott College
Industry Higher Education
Experience
Endicott College October 2006 - Present
Endicott College August 2004 - September 2006
Property Management Partners, Inc. April 2002 - August 2004
Property Management Partners, Inc. July 2000 - April 2002
Fidelity Investments June 1998 - July 2000
Skills
Higher Education, Project Management, Strategic Planning, Risk Management, Leadership, Operations Management, Microsoft Office, Team Building, Contract Management, Contract Negotiation, Subcontracting, Construction Management
Education
Southern NH University
Bachelor of Science (B.S.), Business Administration
Endicott College October 2006 - Present
Endicott College August 2004 - September 2006
Property Management Partners, Inc. April 2002 - August 2004
Property Management Partners, Inc. July 2000 - April 2002
Fidelity Investments June 1998 - July 2000
Skills
Higher Education, Project Management, Strategic Planning, Risk Management, Leadership, Operations Management, Microsoft Office, Team Building, Contract Management, Contract Negotiation, Subcontracting, Construction Management
Education
Southern NH University
Bachelor of Science (B.S.), Business Administration
Doug Riddle's Fidelity Investments Experience July 2011 - Present
Job Front Desk operator at Cedar Bowling Center
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Education
Southern Utah University 2006 — 2011
Business Management, Business
Fidelity Investments July 2011 - Present
Education
Southern Utah University 2006 — 2011
Business Management, Business
RuthAnn Fisher's Fidelity Investments Experience March 2004 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2004 - Present
Skills
Financial Services, Time Management, Banking, Management, Investments, Confidentiality, Project Management, Calendars, Employee Benefits, Employee Relations, Teamwork
Education
Southern Vermont College 1977 — 1980
Bachelor of Science (BS), Social Psychology/Criminal Justice
Fidelity Investments March 2004 - Present
Skills
Financial Services, Time Management, Banking, Management, Investments, Confidentiality, Project Management, Calendars, Employee Benefits, Employee Relations, Teamwork
Education
Southern Vermont College 1977 — 1980
Bachelor of Science (BS), Social Psychology/Criminal Justice
Sean Corey's Fidelity Investments Experience June 2005 - July 2011
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Fidelity Investments June 2005 - July 2011
Skills
Process Improvement, Strategic Planning, Customer Service, Business Development, Project Management, Team Leadership, Series 7, Business Strategy, Business Analysis, Team Building, Program Management, Research, Wealth Management, Public Speaking, Series 63, Mutual Funds
Education
Southern New Hampshire University 2009 — 2013
Master of Business Administration (MBA), Finance
Southern New Hampshire University 2009 — 2011
Master's degree, Operations and Project Management
University of Massachusetts at Lowell 1997 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Bank of America Merrill Lynch July 2011 - Present
Fidelity Investments June 2005 - July 2011
Skills
Process Improvement, Strategic Planning, Customer Service, Business Development, Project Management, Team Leadership, Series 7, Business Strategy, Business Analysis, Team Building, Program Management, Research, Wealth Management, Public Speaking, Series 63, Mutual Funds
Education
Southern New Hampshire University 2009 — 2013
Master of Business Administration (MBA), Finance
Southern New Hampshire University 2009 — 2011
Master's degree, Operations and Project Management
University of Massachusetts at Lowell 1997 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Jon Farquhar's Fidelity Investments Experience June 2014 - Present
Job Retirement Sales Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
US Air Force Reserve March 2007 - Present
Fidelity Investments November 2011 - June 2014
Fidelity Investments May 2001 - November 2011
Skills
401k, Series 63, Retirement Planning, Series 6, FINRA, Investments, Investment Management, Relationship Management, Financial Services, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 7
Education
Southwestern Assemblies of God University
Bachelor's degree, Business Administration and Management, General
Southwestern Assemblies of God University
Master of Divinity (M.Div.)
Fidelity Investments June 2014 - Present
US Air Force Reserve March 2007 - Present
Fidelity Investments November 2011 - June 2014
Fidelity Investments May 2001 - November 2011
Skills
401k, Series 63, Retirement Planning, Series 6, FINRA, Investments, Investment Management, Relationship Management, Financial Services, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 7
Education
Southwestern Assemblies of God University
Bachelor's degree, Business Administration and Management, General
Southwestern Assemblies of God University
Master of Divinity (M.Div.)
Derrik Underhill's Fidelity Investments Experience January 2008 - August 2011
Job Crew Scheduler at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines March 2013 - Present
Fidelity Investments January 2008 - August 2011
Spartan College of Aeronautics & Technology August 2005 - October 2007
Skills
Aviation, Aircraft, Flights, Microsoft Excel, Airlines, Commercial Aviation, Flight Safety, Operations Management, Team Leadership, Customer Service
Education
The University of Texas at Dallas 2010 — 2011
Spartan College of Aeronautics and Technology 2001 — 2007
Bachelor's degree, Aviation Technology and Management
Southwest Airlines March 2013 - Present
Fidelity Investments January 2008 - August 2011
Spartan College of Aeronautics & Technology August 2005 - October 2007
Skills
Aviation, Aircraft, Flights, Microsoft Excel, Airlines, Commercial Aviation, Flight Safety, Operations Management, Team Leadership, Customer Service
Education
The University of Texas at Dallas 2010 — 2011
Spartan College of Aeronautics and Technology 2001 — 2007
Bachelor's degree, Aviation Technology and Management
Virginia Hayes's Fidelity Investments Experience May 2010 - Present
Job Premium Services/Securities Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - May 2010
Fidelity Investments November 2004 - November 2006
Skills
Options, Securities, Fixed Income, Trading, Alternative Investments, Financial Services, Equity Trading, Equities, FINRA, Series 7, Investments, Retirement, Mutual Funds, Series 63, Bloomberg, Investment Strategies, Bonds, ETFs, Financial Analysis, Financial Markets, Investment Advisory, Equity Research, Stocks, Trading Systems, Electronic Trading
Education
Southern NH University 1995 — 1999
BS Business Administration, Business Administration, Management and Operations
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - May 2010
Fidelity Investments November 2004 - November 2006
Skills
Options, Securities, Fixed Income, Trading, Alternative Investments, Financial Services, Equity Trading, Equities, FINRA, Series 7, Investments, Retirement, Mutual Funds, Series 63, Bloomberg, Investment Strategies, Bonds, ETFs, Financial Analysis, Financial Markets, Investment Advisory, Equity Research, Stocks, Trading Systems, Electronic Trading
Education
Southern NH University 1995 — 1999
BS Business Administration, Business Administration, Management and Operations
Lonya Mull's Fidelity Investments Experience October 2013 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments May 2013 - October 2013
Fidelity Investments July 2011 - May 2013
Fidelity Investments October 2010 - June 2011
Fidelity Investments December 2009 - September 2010
Sedgwick, Inc. January 2008 - December 2008
First Tennessee Bank January 2003 - September 2007
Skills
Certified Financial..., Series 7, Series 66, Retirement Planning, College Education..., Insurance
Education
Spelman College
Bachelor of Arts (BA), Economics
The University of Memphis
Master of Business Administration (MBA), Finance, General
Fidelity Investments October 2013 - Present
Fidelity Investments May 2013 - October 2013
Fidelity Investments July 2011 - May 2013
Fidelity Investments October 2010 - June 2011
Fidelity Investments December 2009 - September 2010
Sedgwick, Inc. January 2008 - December 2008
First Tennessee Bank January 2003 - September 2007
Skills
Certified Financial..., Series 7, Series 66, Retirement Planning, College Education..., Insurance
Education
Spelman College
Bachelor of Arts (BA), Economics
The University of Memphis
Master of Business Administration (MBA), Finance, General
Alexander Salvatore's Fidelity Investments Experience January 2015 - Present
Job Senior Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Accounting, Financial Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, General Ledger, Accounts Payable, Spreadsheets, Fund Accounting, Bookkeeping
Education
Spring Hill College 2009 — 2013
Bachelor of Science (BS), Financial Economics and Accounting
Spring Hill College 2009 — 2013
Accounting and Financial Economics
Fidelity Investments January 2015 - Present
Fidelity Investments September 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Accounting, Financial Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, General Ledger, Accounts Payable, Spreadsheets, Fund Accounting, Bookkeeping
Education
Spring Hill College 2009 — 2013
Bachelor of Science (BS), Financial Economics and Accounting
Spring Hill College 2009 — 2013
Accounting and Financial Economics
Shawna Medico's Fidelity Investments Experience July 2013 - Present
Job Defined Benefits Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Southern New Hampshire University July 2013 - Present
Fidelity Investments July 2013 - Present
Merrimack School District January 2013 - June 2013
Skills
Higher Education, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Social Media, Teamwork, Time Management
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Arts (B.A.), Major: Elementary Education, Minor: Business Administration
Southern New Hampshire University July 2013 - Present
Fidelity Investments July 2013 - Present
Merrimack School District January 2013 - June 2013
Skills
Higher Education, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Social Media, Teamwork, Time Management
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Arts (B.A.), Major: Elementary Education, Minor: Business Administration
Willette Jacob's Fidelity Investments Experience August 2007 - November 2013
Job
Industry Financial Services
Experience
Southern New Hampshire University June 2014 - Present
Citizens Bank February 2014 - April 2014
Fidelity Investments August 2007 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Sales, Teamwork, Analysis
Education
Southern New Hampshire University 2015 — 2017
Master's degree, Organizational Leadership
Southern New Hampshire University 2003 — 2007
Sport Management
Southern New Hampshire University June 2014 - Present
Citizens Bank February 2014 - April 2014
Fidelity Investments August 2007 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Sales, Teamwork, Analysis
Education
Southern New Hampshire University 2015 — 2017
Master's degree, Organizational Leadership
Southern New Hampshire University 2003 — 2007
Sport Management
Radziewicz Peter's Fidelity Investments Experience July 2014 - Present
Job Student at Southern New Hampshire University
Industry
Experience
Fidelity Investments July 2014 - Present
Education
Southern New Hampshire University 2010 — 2014
Fidelity Investments July 2014 - Present
Education
Southern New Hampshire University 2010 — 2014
Taylor McLaughlin's Fidelity Investments Experience June 2007 - May 2013
Job Client Services Specialist at Capital Transportation Logistics
Industry Financial Services
Experience
Capital Transportation Logistics November 2013 - Present
Fidelity Investments June 2007 - May 2013
Motorcycles of Manchester October 2005 - November 2006
Naults Honda Powerhouse June 2004 - October 2005
Plaistow Powersports March 2004 - May 2004
Windham Professionals March 2003 - August 2003
Hanover Hill Health Care Center March 2002 - March 2003
Skills
Defined Contribution..., Customer Service, Series 6, Series 63, Budgets
Education
Southern NH University 2013 — 2017
Master's degree, Finance/Financial Planning
Ithaca College 1995 — 2000
Bachelor of Science, Therapeutic Recreation
Manchester HS West 1990 — 1995
Diploma, General Studies
High School
Capital Transportation Logistics November 2013 - Present
Fidelity Investments June 2007 - May 2013
Motorcycles of Manchester October 2005 - November 2006
Naults Honda Powerhouse June 2004 - October 2005
Plaistow Powersports March 2004 - May 2004
Windham Professionals March 2003 - August 2003
Hanover Hill Health Care Center March 2002 - March 2003
Skills
Defined Contribution..., Customer Service, Series 6, Series 63, Budgets
Education
Southern NH University 2013 — 2017
Master's degree, Finance/Financial Planning
Ithaca College 1995 — 2000
Bachelor of Science, Therapeutic Recreation
Manchester HS West 1990 — 1995
Diploma, General Studies
High School
Derrick Nicholson's Fidelity Investments Experience February 2008 - August 2014
Job WPI Retirement Services at Fidelity Investments
Industry Financial Services
Experience
Nicholson Motors January 2009 - Present
Fidelity Investments February 2008 - August 2014
Towne Park May 2004 - September 2008
Skills
Process Improvement, Series 7, Financial Services, Time Management, Equities
Education
University of North Texas 2007 — 2009
Business Administration, Management and Operations
Southern University at Shreveport 2000 — 2004
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Nicholson Motors January 2009 - Present
Fidelity Investments February 2008 - August 2014
Towne Park May 2004 - September 2008
Skills
Process Improvement, Series 7, Financial Services, Time Management, Equities
Education
University of North Texas 2007 — 2009
Business Administration, Management and Operations
Southern University at Shreveport 2000 — 2004
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Charmaine Price's Fidelity Investments Experience October 2011 - June 2013
Job Recruiter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Fidelity Investments October 2011 - June 2013
Harrington, Moran & Barksdale, Inc. August 2009 - August 2011
Skills
Recruiting, Sourcing, Interviews, Screening Resumes
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
JPMorgan Chase September 2013 - Present
Fidelity Investments October 2011 - June 2013
Harrington, Moran & Barksdale, Inc. August 2009 - August 2011
Skills
Recruiting, Sourcing, Interviews, Screening Resumes
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Jennifer Oldham's Fidelity Investments Experience February 2015 - April 2015
Job Lender Relations Specialist, District International Trade Officer at U.S. Small Business Administration
Industry Financial Services
Experience
U.S. Small Business Administration, Wyoming District Office May 2015 - Present
Fidelity Investments February 2015 - April 2015
U.S. Small Business Administration 2005 - 2014
Skills
Mortgage Lending, Credit, Finance, Financial Analysis, Customer Service, Loan Origination, Commercial Lending, Financial Services
Education
Southwestern Assemblies of God University 2001 — 2005
Bachelor's degree, Psychology
U.S. Small Business Administration, Wyoming District Office May 2015 - Present
Fidelity Investments February 2015 - April 2015
U.S. Small Business Administration 2005 - 2014
Skills
Mortgage Lending, Credit, Finance, Financial Analysis, Customer Service, Loan Origination, Commercial Lending, Financial Services
Education
Southwestern Assemblies of God University 2001 — 2005
Bachelor's degree, Psychology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank