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
Jason Melzer Jason Melzer's Fidelity Investments Experience February 2012 - Present
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Mercer January 2008 - February 2012
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
Fidelity Investments February 2012 - Present
Mercer January 2008 - February 2012
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science
Scott Yerigan Scott Yerigan's Fidelity Investments Experience June 2004 - August 2012
Job Vice President Key Account Management at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement August 2012 - Present
Fidelity Investments June 2004 - August 2012
American Express 2000 - 2004
Fidelity Investments February 1986 - April 2000
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Fixed Annuities, Securities, Investment Management, Series 6, Management, Life Insurance
Education
Texas A&M University 1981 — 1985
BBA, Business Management
Prudential Retirement August 2012 - Present
Fidelity Investments June 2004 - August 2012
American Express 2000 - 2004
Fidelity Investments February 1986 - April 2000
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Fixed Annuities, Securities, Investment Management, Series 6, Management, Life Insurance
Education
Texas A&M University 1981 — 1985
BBA, Business Management
Jonathan Lakin, CFA Jonathan Lakin, CFA's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments March 2014 - July 2015
Fidelity Investments April 2012 - March 2014
Fidelity Investments June 2009 - April 2012
Fidelity Investments October 2007 - June 2009
Mercedes-Benz Financial Services USA LLC April 2006 - October 2007
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS)
Fidelity Investments July 2015 - Present
Fidelity Investments March 2014 - July 2015
Fidelity Investments April 2012 - March 2014
Fidelity Investments June 2009 - April 2012
Fidelity Investments October 2007 - June 2009
Mercedes-Benz Financial Services USA LLC April 2006 - October 2007
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS)
Benjamin Godfrey Benjamin Godfrey's Fidelity Investments Experience July 2014 - July 2015
Job Workplace Planning and Guidance Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - July 2015
12th Man Foundation March 2013 - May 2014
The Tradition at Northgate May 2012 - August 2012
Brammer and Associates June 2007 - August 2011
Mojo Jamz September 2010 - May 2011
Southlake Carroll ISD August 2008 - June 2010
Kumon June 2007 - March 2009
Skills
Leadership, Social Media, Microsoft Excel, Customer Service, Marketing, Teamwork, Social Networking, Customer Engagement, Organizational Structure, Team Leadership, Microsoft Word, Public Speaking, Management, Sales, Laboratory Skills, Quantitative Research, Event Planning, Leadership Development, Team Management, Qualitative Research, Organizational..., Organizational Design, Laboratory Research, Facebook, Creativity, Product Marketing
Education
Texas A&M University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2014 - July 2015
12th Man Foundation March 2013 - May 2014
The Tradition at Northgate May 2012 - August 2012
Brammer and Associates June 2007 - August 2011
Mojo Jamz September 2010 - May 2011
Southlake Carroll ISD August 2008 - June 2010
Kumon June 2007 - March 2009
Skills
Leadership, Social Media, Microsoft Excel, Customer Service, Marketing, Teamwork, Social Networking, Customer Engagement, Organizational Structure, Team Leadership, Microsoft Word, Public Speaking, Management, Sales, Laboratory Skills, Quantitative Research, Event Planning, Leadership Development, Team Management, Qualitative Research, Organizational..., Organizational Design, Laboratory Research, Facebook, Creativity, Product Marketing
Education
Texas A&M University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Jonathan Shelon Jonathan Shelon's Fidelity Investments Experience April 2001 - June 2011
Job CIO, Specialized Strategies Team at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
Diane Grieb, CFP's Fidelity Investments Experience 1984 - 1995
Job Bookkeeper at Development Systems
Industry Financial Services
Experience
Development Systems October 2012 - Present
Fidelity Investments 1984 - 1995
Shearson American Express 1984 - 1985
Skills
Mutual Funds, Investments, Bonds, Financial Analysis, Equities, Estate Planning, Finance, Budgets
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (BBA), Business Management
Stratford High School
Development Systems October 2012 - Present
Fidelity Investments 1984 - 1995
Shearson American Express 1984 - 1985
Skills
Mutual Funds, Investments, Bonds, Financial Analysis, Equities, Estate Planning, Finance, Budgets
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (BBA), Business Management
Stratford High School
Fazil A. Shaikh Fazil A. Shaikh's Fidelity Investments Experience December 2006 - August 2007
Job Demand Response / Energy Management / Renewables
Industry Utilities
Experience
NRG Energy April 2014 - Present
Dominion January 2014 - April 2014
Dominion June 2011 - December 2013
Dominion August 2008 - June 2011
Cirro Energy Services, Inc. "CES" - Acquired by Dominion Resources August 2007 - August 2008
Fidelity Investments December 2006 - August 2007
Skills
Energy Management, Risk Management, Smart Grid, Marketing Strategy, Direct Sales, Electricity Markets, Demand Response, Renewable Energy, Asset Management, New Business Development, Data Mining, Data Analysis, Procurement, Financial Modeling, Program Management, Natural Gas, Micro Grid, Analysis, Project Management, Commodity Markets, Energy Policy, Smart Metering, Commodity, Power Generation, Wind, Solar Energy, Hedging, Business Process..., Project Finance, Electricity, Cleantech, Business Planning, Sustainable Energy, Business Strategy, Business Intelligence, Strategic Planning, Electric Power, Operations Management, Energy, Energy Markets, Energy Efficiency, Energy Industry, Corporate Development, Strategic Partnerships, Energy Conservation, Management, Vendor Management, Contract Negotiation, Strategy, Consulting
Education
Texas A&M University 2002 — 2006
BS, Economics
NRG Energy April 2014 - Present
Dominion January 2014 - April 2014
Dominion June 2011 - December 2013
Dominion August 2008 - June 2011
Cirro Energy Services, Inc. "CES" - Acquired by Dominion Resources August 2007 - August 2008
Fidelity Investments December 2006 - August 2007
Skills
Energy Management, Risk Management, Smart Grid, Marketing Strategy, Direct Sales, Electricity Markets, Demand Response, Renewable Energy, Asset Management, New Business Development, Data Mining, Data Analysis, Procurement, Financial Modeling, Program Management, Natural Gas, Micro Grid, Analysis, Project Management, Commodity Markets, Energy Policy, Smart Metering, Commodity, Power Generation, Wind, Solar Energy, Hedging, Business Process..., Project Finance, Electricity, Cleantech, Business Planning, Sustainable Energy, Business Strategy, Business Intelligence, Strategic Planning, Electric Power, Operations Management, Energy, Energy Markets, Energy Efficiency, Energy Industry, Corporate Development, Strategic Partnerships, Energy Conservation, Management, Vendor Management, Contract Negotiation, Strategy, Consulting
Education
Texas A&M University 2002 — 2006
BS, Economics
Steven Haltom Steven Haltom's Fidelity Investments Experience April 2015 - Present
Job Trade Settlements Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
National Financial Partners December 2013 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Team Building, Microsoft Word, PowerPoint, Laserfiche, Outlook, Teamwork
Education
Texas A&M University 2011 — 2013
Bachelor of Science (BS), Economics
St. Edward's University 2009 — 2010
Business Administration and Management, General
Fidelity Investments April 2015 - Present
National Financial Partners December 2013 - Present
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Team Building, Microsoft Word, PowerPoint, Laserfiche, Outlook, Teamwork
Education
Texas A&M University 2011 — 2013
Bachelor of Science (BS), Economics
St. Edward's University 2009 — 2010
Business Administration and Management, General
Sabrina K. Seward, CFP® Sabrina K. Seward, CFP®'s Fidelity Investments Experience 1993 - 2000
Job Director of Client Relations at Kimball Creek Partners
Industry Financial Services
Experience
Kimball Creek Partners July 2013 - Present
Wells Fargo 2007 - June 2013
KeyBank 2000 - 2007
Fidelity Investments 1993 - 2000
First City Texas and First City Bancorporation 1987 - 1992
Texas Commerce Bank (aquired by JPMorgan Chase & Co) 1984 - 1987
Skills
Investment Management, Wealth Management..., Customer Satisfaction, Analysis, Financial Guidance, Presenting Solutions, Team-oriented, Trusted Advisor, Client-centric, Relationship Mgmt, Planning Advice, Problem Solving, Credit Negotiations
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
University of Houston, Center for Executive Development 1992 — 1993
Certificate, Personal Financial Planning Program
Southwestern Graduate School of Banking at Southern Methodist University 1990 — 1992
Diploma
Kimball Creek Partners July 2013 - Present
Wells Fargo 2007 - June 2013
KeyBank 2000 - 2007
Fidelity Investments 1993 - 2000
First City Texas and First City Bancorporation 1987 - 1992
Texas Commerce Bank (aquired by JPMorgan Chase & Co) 1984 - 1987
Skills
Investment Management, Wealth Management..., Customer Satisfaction, Analysis, Financial Guidance, Presenting Solutions, Team-oriented, Trusted Advisor, Client-centric, Relationship Mgmt, Planning Advice, Problem Solving, Credit Negotiations
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
University of Houston, Center for Executive Development 1992 — 1993
Certificate, Personal Financial Planning Program
Southwestern Graduate School of Banking at Southern Methodist University 1990 — 1992
Diploma
Benjiman R. Meech Benjiman R. Meech's Fidelity Investments Experience January 1998 - March 2005
Job Global finance senior manager with a passion for leading teams & programs/projects and driving profitable results
Industry Information Technology and Services
Experience
Accenture December 2012 - Present
Accenture June 2008 - November 2012
Accenture April 2005 - May 2008
Fidelity Investments January 1998 - March 2005
Skills
Financial Analysis, Team Leadership, Managerial Finance, Financial Planning, Business Process..., Financial Modeling, Program Management, Business Analysis, Finance, Management Consulting, Risk Management, Business Process, Strategy, Variance Analysis, SAP, Management, Financial Reporting, Corporate Finance, Budgets, Sarbanes-Oxley Act, Process Improvement, Forecasting, Analysis, ERP, Acquisition Integration, Financial Management, Leadership, Project Management, Microsoft Excel, IT Strategy, Change Management, Accounting, Strategic Planning, Internal Controls, Consulting
Education
Texas A&M University 1993 — 1997
BS, Agribusiness
The University of Texas at Arlington - College of Business Administration 2002 — 2004
MBA, Finance
Accenture December 2012 - Present
Accenture June 2008 - November 2012
Accenture April 2005 - May 2008
Fidelity Investments January 1998 - March 2005
Skills
Financial Analysis, Team Leadership, Managerial Finance, Financial Planning, Business Process..., Financial Modeling, Program Management, Business Analysis, Finance, Management Consulting, Risk Management, Business Process, Strategy, Variance Analysis, SAP, Management, Financial Reporting, Corporate Finance, Budgets, Sarbanes-Oxley Act, Process Improvement, Forecasting, Analysis, ERP, Acquisition Integration, Financial Management, Leadership, Project Management, Microsoft Excel, IT Strategy, Change Management, Accounting, Strategic Planning, Internal Controls, Consulting
Education
Texas A&M University 1993 — 1997
BS, Agribusiness
The University of Texas at Arlington - College of Business Administration 2002 — 2004
MBA, Finance
Mary Haywood, PMP Mary Haywood, PMP's Fidelity Investments Experience October 2011 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments April 2009 - September 2011
Fidelity Investments January 2007 - March 2008
Fidelity Investments September 2005 - January 2007
Fidelity Investments February 2004 - September 2005
Fidelity Investments September 2000 - February 2004
Bank of America January 1995 - September 2000
Skills
Defined Benefit, Mutual Funds, Relationship Management, Financial Services, Business Relationship..., 401k, Retirement, Investments, Program Management, Call Centers, Business Analysis, Risk Management, Change Management, Process Improvement, Employee Benefits, Management, Leadership, Project Management, Vendor Management
Education
University of Dallas 2001 — 2006
MBA, Organizational Development
Texas A&M University 1989 — 1993
BS, Political Science
Fidelity Investments October 2011 - Present
Fidelity Investments April 2009 - September 2011
Fidelity Investments January 2007 - March 2008
Fidelity Investments September 2005 - January 2007
Fidelity Investments February 2004 - September 2005
Fidelity Investments September 2000 - February 2004
Bank of America January 1995 - September 2000
Skills
Defined Benefit, Mutual Funds, Relationship Management, Financial Services, Business Relationship..., 401k, Retirement, Investments, Program Management, Call Centers, Business Analysis, Risk Management, Change Management, Process Improvement, Employee Benefits, Management, Leadership, Project Management, Vendor Management
Education
University of Dallas 2001 — 2006
MBA, Organizational Development
Texas A&M University 1989 — 1993
BS, Political Science
Jeff Givens, CFP® Jeff Givens, CFP®'s Fidelity Investments Experience February 2013 - Present
Job Workplace Planning and Guidance Consultant I at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Edward Jones May 2009 - February 2013
Education
Tennessee Technological University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.75
Fidelity Investments February 2013 - Present
Edward Jones May 2009 - February 2013
Education
Tennessee Technological University 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.75
Mo' Omamegbe, PhD Mo' Omamegbe, PhD's Fidelity Investments Experience February 2014 - Present
Job Director of Global Data Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments August 2012 - January 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments July 2006 - December 2006
Fidelity Investments November 2003 - June 2006
Skills
Series 7, Investments, Mutual Funds, Risk Management, Series 63, Relationship Management, Financial Analysis, Banking, Portfolio Management, Financial Services, Financial Modeling, Leadership, Product Management, Change Management, Management, Mergers & Acquisitions, Strategy
Education
The University of Texas at Dallas 2006 — 2010
PhD, Public Affairs
Texas A&M University 2000 — 2001
MBA, Business Administration
The University of Nigeria 1990 — 1994
Bachelor of Science (B.Sc.), Accounting
Fidelity Investments February 2014 - Present
Fidelity Investments August 2012 - January 2014
Fidelity Investments July 2010 - July 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments January 2007 - June 2008
Fidelity Investments July 2006 - December 2006
Fidelity Investments November 2003 - June 2006
Skills
Series 7, Investments, Mutual Funds, Risk Management, Series 63, Relationship Management, Financial Analysis, Banking, Portfolio Management, Financial Services, Financial Modeling, Leadership, Product Management, Change Management, Management, Mergers & Acquisitions, Strategy
Education
The University of Texas at Dallas 2006 — 2010
PhD, Public Affairs
Texas A&M University 2000 — 2001
MBA, Business Administration
The University of Nigeria 1990 — 1994
Bachelor of Science (B.Sc.), Accounting
Derek Powe Derek Powe's Fidelity Investments Experience July 2010 - September 2015
Job z/OS Systems Programmer (Parallel Sysplex) at M&T Bank
Industry Financial Services
Experience
M&T Bank September 2015 - Present
Fidelity Investments July 2010 - September 2015
TGI Fridays February 2006 - June 2010
Tech USA November 2006 - December 2007
Skills
Mainframe, z/OS, MVS, CA1, Fileaid, StreamWeaver, Java, REXX, SMP/E, JCL, VSAM, Perl, XML, C++, SQL, Unix, JES2, SDSF, LPAR, SYSPLEX, Dasd, RDz, zLinux, ZFS, VM, TCP/IP, Troubleshooting
Education
University of Maryland Eastern Shore 2007 — 2010
Bachelor of Science (B.S.), Computer Science, Cum Laude
TESST College of Technology-Beltsville 2005 — 2006
Associate of Science (A.S.), Network Information Systems
M&T Bank September 2015 - Present
Fidelity Investments July 2010 - September 2015
TGI Fridays February 2006 - June 2010
Tech USA November 2006 - December 2007
Skills
Mainframe, z/OS, MVS, CA1, Fileaid, StreamWeaver, Java, REXX, SMP/E, JCL, VSAM, Perl, XML, C++, SQL, Unix, JES2, SDSF, LPAR, SYSPLEX, Dasd, RDz, zLinux, ZFS, VM, TCP/IP, Troubleshooting
Education
University of Maryland Eastern Shore 2007 — 2010
Bachelor of Science (B.S.), Computer Science, Cum Laude
TESST College of Technology-Beltsville 2005 — 2006
Associate of Science (A.S.), Network Information Systems
Glen Burke Glen Burke's Fidelity Investments Experience July 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Intelligent Design, LLC October 2011 - Present
UBS February 2014 - May 2014
Starbucks May 2013 - February 2014
Renasant Bank September 2012 - January 2013
Stansell Electric Company, Inc. December 2006 - July 2011
Comcast July 2006 - November 2006
Hollywood Entertainment May 2003 - July 2006
TAC Americas February 1997 - May 2003
Skills
Time Management, Customer Service, Budgets, Contract Management, Team Building, Project Management, Construction Management, Purchasing, Strategic Planning, Microsoft Office, CCTV, Process Scheduler, Project Planning, Microsoft Excel, Training, Contractors, Troubleshooting, Operations Management, Contract Negotiation
Education
Tennessee State University 2011 — 2013
Bachelor's degree, Finance, General
Nashville State Community College 2009 — 2011
AS, Business Systems
Fidelity Investments July 2014 - Present
Intelligent Design, LLC October 2011 - Present
UBS February 2014 - May 2014
Starbucks May 2013 - February 2014
Renasant Bank September 2012 - January 2013
Stansell Electric Company, Inc. December 2006 - July 2011
Comcast July 2006 - November 2006
Hollywood Entertainment May 2003 - July 2006
TAC Americas February 1997 - May 2003
Skills
Time Management, Customer Service, Budgets, Contract Management, Team Building, Project Management, Construction Management, Purchasing, Strategic Planning, Microsoft Office, CCTV, Process Scheduler, Project Planning, Microsoft Excel, Training, Contractors, Troubleshooting, Operations Management, Contract Negotiation
Education
Tennessee State University 2011 — 2013
Bachelor's degree, Finance, General
Nashville State Community College 2009 — 2011
AS, Business Systems
Tony French Tony French's Fidelity Investments Experience November 2011 - April 2014
Job Senior Fund Accountant at Capital Analytics
Industry Financial Services
Experience
Capital Analytics April 2014 - Present
Fidelity Investments November 2011 - April 2014
JP MORGAN CHASE February 2008 - November 2011
Countrywide Home Loans January 2006 - February 2008
Skills
Proficient in Microsoft..., Proficient in Bloomberg..., Financial Accounting, Financial Analysis, Fund Accounting, Invoice Finance, Expense Management, Accounting, Financial Statements, Accruals
Education
The University of Texas at Arlington 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Texarkana College 2000 — 2002
Capital Analytics April 2014 - Present
Fidelity Investments November 2011 - April 2014
JP MORGAN CHASE February 2008 - November 2011
Countrywide Home Loans January 2006 - February 2008
Skills
Proficient in Microsoft..., Proficient in Bloomberg..., Financial Accounting, Financial Analysis, Fund Accounting, Invoice Finance, Expense Management, Accounting, Financial Statements, Accruals
Education
The University of Texas at Arlington 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Texarkana College 2000 — 2002
James (Matt) Chase James (Matt) Chase's Fidelity Investments Experience October 2014 - Present
Job Branch Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
TD Ameritrade July 2012 - October 2014
TD Ameritrade May 2010 - July 2012
Fidelity Investments February 2008 - May 2010
Fidelity Investments August 2006 - February 2008
Ameriprise Financial Services, Inc. November 2004 - August 2006
Skills
Financial Services, Series 63, 401k, Investments, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Series 65, Life & Health Insurance..., Series 6, Qualified Retirement..., Annuity Sales, Sales, Salesforce.com, Retirement Income..., Variable Annuities, Immediate Annuities, Guaranteed Lifetime...
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments October 2014 - Present
TD Ameritrade July 2012 - October 2014
TD Ameritrade May 2010 - July 2012
Fidelity Investments February 2008 - May 2010
Fidelity Investments August 2006 - February 2008
Ameriprise Financial Services, Inc. November 2004 - August 2006
Skills
Financial Services, Series 63, 401k, Investments, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Series 65, Life & Health Insurance..., Series 6, Qualified Retirement..., Annuity Sales, Sales, Salesforce.com, Retirement Income..., Variable Annuities, Immediate Annuities, Guaranteed Lifetime...
Education
Texas A&M University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Kimberly Aponte Borden Kimberly Aponte Borden's Fidelity Investments Experience 1996 - 1999
Job Attorney at SHELLER, P.C.
Industry Legal Services
Experience
SHELLER, P.C. 2006 - Present
H.R. Blackburn & Associates 2004 - 2006
Philadelphia District Attorney's Office 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Class Actions, Mass Torts, Personal Injury, Courts, Litigation, Product Liability, Commercial Litigation, Civil Rights, Trial Practice, Personal Injury..., Torts, Civil Litigation, Trials, Legal Writing, Appeals, Wrongful Death, Legal Research, Appellate Practice
Education
Boston University School of Law 1991 — 1994
J.D., Law
Temple University 1987 — 1991
B.A., Philosophy
SHELLER, P.C. 2006 - Present
H.R. Blackburn & Associates 2004 - 2006
Philadelphia District Attorney's Office 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Class Actions, Mass Torts, Personal Injury, Courts, Litigation, Product Liability, Commercial Litigation, Civil Rights, Trial Practice, Personal Injury..., Torts, Civil Litigation, Trials, Legal Writing, Appeals, Wrongful Death, Legal Research, Appellate Practice
Education
Boston University School of Law 1991 — 1994
J.D., Law
Temple University 1987 — 1991
B.A., Philosophy
Jennifer Conner Jennifer Conner's Fidelity Investments Experience January 2012 - Present
Job Project Manager/Instructional Designer at Fidelity Investments
Industry Writing and Editing
Experience
Fidelity Investments January 2012 - Present
Pioneer Natural Resources Company November 2011 - May 2012
Seeking New Career Opportunities August 2011 - December 2011
K2Share, LLC June 2010 - May 2011
K2Share November 2005 - June 2010
K2Share August 2005 - November 2005
Xtria, Risk Management Solutions January 2004 - May 2005
Xtria Risk Management Solutions April 2002 - January 2004
Xtria Risk Management Services September 2001 - April 2002
Xtria Risk Management Solutions July 1999 - September 2001
Skills
Adobe Acrobat, Articulate, Audacity, Captivate, Easy Street Draw, FrameMaker, Mantis BT, Microsoft Office, Microsoft Project, Photoshop, RoboHelp, SharePoint, SnagIt, Tortoise, Visio, MS Project
Education
Texas A&M University 1994 — 1998
Bachelor of Arts, Journalism, Class of '98
Fidelity Investments January 2012 - Present
Pioneer Natural Resources Company November 2011 - May 2012
Seeking New Career Opportunities August 2011 - December 2011
K2Share, LLC June 2010 - May 2011
K2Share November 2005 - June 2010
K2Share August 2005 - November 2005
Xtria, Risk Management Solutions January 2004 - May 2005
Xtria Risk Management Solutions April 2002 - January 2004
Xtria Risk Management Services September 2001 - April 2002
Xtria Risk Management Solutions July 1999 - September 2001
Skills
Adobe Acrobat, Articulate, Audacity, Captivate, Easy Street Draw, FrameMaker, Mantis BT, Microsoft Office, Microsoft Project, Photoshop, RoboHelp, SharePoint, SnagIt, Tortoise, Visio, MS Project
Education
Texas A&M University 1994 — 1998
Bachelor of Arts, Journalism, Class of '98
Karen Stoteraux Karen Stoteraux's Fidelity Investments Experience 2004 - 2006
Job Owner/Founder at The Family Room
Industry Public Relations and Communications
Experience
The Family Room June 2014 - Present
CRT/tanaka February 2010 - June 2014
Fidelity Investments 2004 - 2006
Bear Stearns 2002 - 2004
Bellevue Communications Group January 2000 - January 2002
Philadelphia 2000 January 1997 - January 2000
Skills
Marketing Communications, Media Relations, Corporate Communications, Community Outreach, Public Relations, Marketing, Leadership, Press Releases, Sponsorship, Newsletters, Editorial
Education
Temple University 1994 — 1998
Bachelor of Arts, Journalism; Public Relations & Advertising
The Family Room June 2014 - Present
CRT/tanaka February 2010 - June 2014
Fidelity Investments 2004 - 2006
Bear Stearns 2002 - 2004
Bellevue Communications Group January 2000 - January 2002
Philadelphia 2000 January 1997 - January 2000
Skills
Marketing Communications, Media Relations, Corporate Communications, Community Outreach, Public Relations, Marketing, Leadership, Press Releases, Sponsorship, Newsletters, Editorial
Education
Temple University 1994 — 1998
Bachelor of Arts, Journalism; Public Relations & Advertising
Priscilla Messing PMP Priscilla Messing PMP's Fidelity Investments Experience June 1982 - November 2008
Job Project Manager
Industry Hospital & Health Care
Experience
Tufts Health Plan October 2012 - Present
iSoftStone December 2010 - October 2012
TEKsystems January 2010 - October 2010
Bank of America Columbia Funds March 2009 - May 2009
Fidelity Investments June 1982 - November 2008
Skills
Financial Services, Vendor Management, SDLC, PMP, Cross-functional Team..., Requirements Analysis, Project Management, Business Analysis, Mutual Funds, Risk Management, PMO, Project Portfolio..., Requirements Gathering, Business Process..., Software Project..., Program Management, Process Improvement, Management, Visio
Education
Temple University 1969 — 1972
Bachelor of Science (BS), Health and Physical Education/Fitness
Temple University 1968 — 1972
BS, Physical Education and Health
Tufts Health Plan October 2012 - Present
iSoftStone December 2010 - October 2012
TEKsystems January 2010 - October 2010
Bank of America Columbia Funds March 2009 - May 2009
Fidelity Investments June 1982 - November 2008
Skills
Financial Services, Vendor Management, SDLC, PMP, Cross-functional Team..., Requirements Analysis, Project Management, Business Analysis, Mutual Funds, Risk Management, PMO, Project Portfolio..., Requirements Gathering, Business Process..., Software Project..., Program Management, Process Improvement, Management, Visio
Education
Temple University 1969 — 1972
Bachelor of Science (BS), Health and Physical Education/Fitness
Temple University 1968 — 1972
BS, Physical Education and Health
Paige Duke Paige Duke's Fidelity Investments Experience December 2012 - July 2014
Job Electronic Publishing Specialist at Fidelity Investments
Industry Publishing
Experience
Standoutbooks August 2014 - Present
Third Chapter Press August 2009 - Present
Fidelity Investments December 2012 - July 2014
Thomson Reuters September 2007 - November 2012
BenBella Books May 2007 - August 2007
Skills
Copy Editing, Proofreading, Adobe Acrobat, Microsoft Word, Project Management, Creative Writing, Chicago Style, Editing, Editorial, Text Editing, Online Publishing, Content Management, Blogging, WordPress
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Standoutbooks August 2014 - Present
Third Chapter Press August 2009 - Present
Fidelity Investments December 2012 - July 2014
Thomson Reuters September 2007 - November 2012
BenBella Books May 2007 - August 2007
Skills
Copy Editing, Proofreading, Adobe Acrobat, Microsoft Word, Project Management, Creative Writing, Chicago Style, Editing, Editorial, Text Editing, Online Publishing, Content Management, Blogging, WordPress
Education
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
B.K. Johnson B.K. Johnson's Fidelity Investments Experience April 2008 - Present
Job Vice President, 6s MBB, Fidelity Investments
Industry Program Development
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments 2004 - 2007
Fidelity Investments July 2002 - April 2004
Amazon.com 2000 - 2002
LifeWay Christian Resources 1997 - 2000
Skills
Six Sigma, Operational Excellence, Strategic Consulting, Competitive Analysis, Ownership, Lean Manufacturing, Process Improvement, Business Process..., Process Management, Internal Controls, Process Control, Quality Assurance, Quality Management, Quality Control, Lean Thinking, Lean Transformation, Lean Startup, Lean Tools, Process Consulting, Management Consulting, Strategic Leadership, Certified Quality..., Quality System, Business Process..., Kanban, Leadership, Management
Education
Tennessee Technological University 1984 — 1987
BS, Mechanical Engineering, Math, and Computer Systems Engineering
Fidelity Investments April 2008 - Present
Fidelity Investments 2004 - 2007
Fidelity Investments July 2002 - April 2004
Amazon.com 2000 - 2002
LifeWay Christian Resources 1997 - 2000
Skills
Six Sigma, Operational Excellence, Strategic Consulting, Competitive Analysis, Ownership, Lean Manufacturing, Process Improvement, Business Process..., Process Management, Internal Controls, Process Control, Quality Assurance, Quality Management, Quality Control, Lean Thinking, Lean Transformation, Lean Startup, Lean Tools, Process Consulting, Management Consulting, Strategic Leadership, Certified Quality..., Quality System, Business Process..., Kanban, Leadership, Management
Education
Tennessee Technological University 1984 — 1987
BS, Mechanical Engineering, Math, and Computer Systems Engineering
Shane Miller Shane Miller's Fidelity Investments Experience September 2006 - June 2008
Job
Industry Oil & Energy
Experience
Peveto & Associates, Inc. September 2011 - Present
Shiloh Creek Consulting May 2010 - Present
OHD August 2013 - Present
Gold Rush America February 2009 - Present
College Admissions Assistance September 2008 - July 2010
Fidelity Investments September 2006 - June 2008
Delta Air Lines 2002 - 2004
Skills
Research, Microsoft Office, Negotiation, Excel, Customer Relations, Customer Service, Public Speaking, Microsoft Word, Strategic Planning, Microsoft Excel, Leadership, Social Networking, Energy Industry, Contract Negotiation, Event Planning, Social Media, Team Building, Training, Coaching, Real Estate, Marketing, Supervisory Skills, Natural Gas, Sales
Education
Texas A&M University 1990 — 1997
BS, English
Castleberry High School
Peveto & Associates, Inc. September 2011 - Present
Shiloh Creek Consulting May 2010 - Present
OHD August 2013 - Present
Gold Rush America February 2009 - Present
College Admissions Assistance September 2008 - July 2010
Fidelity Investments September 2006 - June 2008
Delta Air Lines 2002 - 2004
Skills
Research, Microsoft Office, Negotiation, Excel, Customer Relations, Customer Service, Public Speaking, Microsoft Word, Strategic Planning, Microsoft Excel, Leadership, Social Networking, Energy Industry, Contract Negotiation, Event Planning, Social Media, Team Building, Training, Coaching, Real Estate, Marketing, Supervisory Skills, Natural Gas, Sales
Education
Texas A&M University 1990 — 1997
BS, English
Castleberry High School
David E. Sanchez David E. Sanchez's Fidelity Investments Experience April 2012 - Present
Job Sr. Process Engineer at Fidelity Investments
Industry Aviation & Aerospace
Experience
Fidelity Investments April 2012 - Present
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Lockheed Martin Aeronautics October 2008 - April 2012
Lockheed Martin Aerospace September 2006 - October 2008
Lockheed Martin November 2005 - August 2006
Lockheed Martin October 2004 - November 2005
schlumberger June 2003 - September 2004
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2012
MBA
Texas A&M University 1997 — 2003
BS
Fidelity Investments April 2012 - Present
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Society of Hispanic Professional Engineers 2006 - 2014
Lockheed Martin Aeronautics October 2008 - April 2012
Lockheed Martin Aerospace September 2006 - October 2008
Lockheed Martin November 2005 - August 2006
Lockheed Martin October 2004 - November 2005
schlumberger June 2003 - September 2004
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2012
MBA
Texas A&M University 1997 — 2003
BS
Jim Babson, CFA Jim Babson, CFA's Fidelity Investments Experience April 1986 - April 1989
Job Managing Director at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM) February 2014 - Present
Oak Ridge Investments April 1998 - February 2014
Insight Capital Research & Management August 1992 - April 1998
Fidelity Investments April 1986 - April 1989
Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management
Education
Texas A&M University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
O'Shaughnessy Asset Management, LLC (OSAM) February 2014 - Present
Oak Ridge Investments April 1998 - February 2014
Insight Capital Research & Management August 1992 - April 1998
Fidelity Investments April 1986 - April 1989
Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management
Education
Texas A&M University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
Alexander Legamaro Alexander Legamaro's Fidelity Investments Experience June 2015 - Present
Job Student at Texas A&M University
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Capital Farm Credit June 2014 - August 2014
Legamaro Financial Services May 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Scanners, Microsoft Office, Access, Data Analysis, Time Management, Social Media, Social Networking, Customer Service, Teamwork, Spreadsheets, Insurance
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A), Finance, General
Flour Bluff High School 2007 — 2011
Fidelity Investments June 2015 - Present
Capital Farm Credit June 2014 - August 2014
Legamaro Financial Services May 2011 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Scanners, Microsoft Office, Access, Data Analysis, Time Management, Social Media, Social Networking, Customer Service, Teamwork, Spreadsheets, Insurance
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (B.B.A), Finance, General
Flour Bluff High School 2007 — 2011
Gina Montz Gina Montz's Fidelity Investments Experience 1991 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Milliman March 2012 - October 2013
ING October 1997 - March 2009
KPMG US December 1995 - October 1997
SEI June 1994 - December 1995
Fidelity Investments 1991 - 1994
Skills
401k, Series 6, Series 63, Defined Contribution, Retirement, Securities, Financial Services, Mutual Funds, Series 7, ERISA, Investments, Series 26, Texas Group Life &...
Education
Texas A&M University
Bachelor of Science
Milliman March 2012 - October 2013
ING October 1997 - March 2009
KPMG US December 1995 - October 1997
SEI June 1994 - December 1995
Fidelity Investments 1991 - 1994
Skills
401k, Series 6, Series 63, Defined Contribution, Retirement, Securities, Financial Services, Mutual Funds, Series 7, ERISA, Investments, Series 26, Texas Group Life &...
Education
Texas A&M University
Bachelor of Science
Greg Beltzer Greg Beltzer's Fidelity Investments Experience 1996 - 2001
Job Sr Vice President of IT at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group March 2013 - Present
Allegiance Capital August 2012 - March 2013
Sevin Rosen Funds April 2001 - December 2012
Fidelity Investments 1996 - 2001
Hastings Entertainment 1992 - 1995
Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing
Education
Texas A&M University 1991 — 1995
BA
Williams Financial Group March 2013 - Present
Allegiance Capital August 2012 - March 2013
Sevin Rosen Funds April 2001 - December 2012
Fidelity Investments 1996 - 2001
Hastings Entertainment 1992 - 1995
Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing
Education
Texas A&M University 1991 — 1995
BA
G. Anthony Harrigan: A Wealth Advisor G. Anthony Harrigan: A Wealth Advisor's Fidelity Investments Experience 1989 - 1990
Job CEO | Chief Strategist at harrigan | teegarden Private Wealth Advisors
Industry Financial Services
Experience
harrigan teegarden Private Wealth Advisors 2013 - Present
Impact Weath Advisors Ltd 2008 - 2013
Citigroup Smith Barney (Morgan Stanley) 1999 - 2008
Peak Association of the Arts 2001 - 2003
PaineWebber (UBS Wealth Management) 1995 - 1999
Banc One Investment Advisors (JP Morgan) 1994 - 1995
Banc of America Investments 1990 - 1994
Fidelity Investments 1989 - 1990
American Capital Funds (Van Kampen) 1987 - 1990
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Financial Planning, Tax Reduction, Strategic Planning, Estate Planning, Asset Management, Small Business, Insurance, Succession Planning, Asset Protection, Risk Management, 1031 Exchanges
Education
Texas A&M University 1981 — 1987
B.S., Economics
University of Hawaii at Manoa 1984 — 1984
Finance, Beach
Milby High School - Houston, TX 1978 — 1981
The three R's
harrigan teegarden Private Wealth Advisors 2013 - Present
Impact Weath Advisors Ltd 2008 - 2013
Citigroup Smith Barney (Morgan Stanley) 1999 - 2008
Peak Association of the Arts 2001 - 2003
PaineWebber (UBS Wealth Management) 1995 - 1999
Banc One Investment Advisors (JP Morgan) 1994 - 1995
Banc of America Investments 1990 - 1994
Fidelity Investments 1989 - 1990
American Capital Funds (Van Kampen) 1987 - 1990
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Alternative Investments, Financial Planning, Tax Reduction, Strategic Planning, Estate Planning, Asset Management, Small Business, Insurance, Succession Planning, Asset Protection, Risk Management, 1031 Exchanges
Education
Texas A&M University 1981 — 1987
B.S., Economics
University of Hawaii at Manoa 1984 — 1984
Finance, Beach
Milby High School - Houston, TX 1978 — 1981
The three R's
David Gunaseelan David Gunaseelan's Fidelity Investments Experience October 1995 - May 2008
Job VP Sales at Black Diamond Performance Reporting
Industry Financial Services
Experience
Black Diamond Performance Reporting 2008 - Present
Fidelity Investments October 1995 - May 2008
Skills
Series 7, Trading, Series 24, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Investments, Financial Services, Securities, Trading Systems, Investment Advisory, Equities, Wealth Management, Alternative Investments, Series 63, Mutual Funds, ETFs, Bloomberg, FINRA, Electronic Trading, Investment Management, Fixed Income
Education
Texas A&M University
Black Diamond Performance Reporting 2008 - Present
Fidelity Investments October 1995 - May 2008
Skills
Series 7, Trading, Series 24, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Investments, Financial Services, Securities, Trading Systems, Investment Advisory, Equities, Wealth Management, Alternative Investments, Series 63, Mutual Funds, ETFs, Bloomberg, FINRA, Electronic Trading, Investment Management, Fixed Income
Education
Texas A&M University
Allison Washington Allison Washington's Fidelity Investments Experience June 2015 - Present
Job Associate System Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
University of Admissions OfficeDenton, Tx August 2011 - May 2015
Ward Timber Woodyard April 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Community Outreach, Access, Sales, Time Management, Public Speaking, Leadership, Teamwork
Education
University of North Texas 2011 — 2015
Bachelors of Science, Business Computers and Information Systems, 3.0 GPA
Texarkana College 2009 — 2011
Fidelity Investments June 2015 - Present
University of Admissions OfficeDenton, Tx August 2011 - May 2015
Ward Timber Woodyard April 2007 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Community Outreach, Access, Sales, Time Management, Public Speaking, Leadership, Teamwork
Education
University of North Texas 2011 — 2015
Bachelors of Science, Business Computers and Information Systems, 3.0 GPA
Texarkana College 2009 — 2011
Brittany Herbig's Fidelity Investments Experience March 2013 - Present
Job High Net Worth Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Kalcorp Enterprises, Inc. October 2011 - February 2012
Cellular Sales 2012 - 2012
KAMU TV/FM January 2010 - November 2011
TJ Collection December 2009 - January 2010
Mays Business School August 2007 - December 2007
Skills
Social Media, Microsoft Office, Press Releases, Social Media Marketing, Facebook, Advertising, Customer Service, PowerPoint, Event Planning, Marketing Strategy, Fundraising, Microsoft Word, Microsoft Excel, Retail, Marketing, Sales, Social Networking, Public Speaking, Leadership, Research, Time Management, Teamwork, Team Building, Strategic Planning, Training, Blogging
Education
Texas A&M University 2007 — 2011
Marketing, Music
Texas A&M University - Mays Business School 2007 — 2011
Marketing, Retailing
Texas A&M University in College Station, TXGraduate December of 2011 2007 — 2011
Bachelor of Business Administration, Marketing
Fidelity Investments March 2013 - Present
Kalcorp Enterprises, Inc. October 2011 - February 2012
Cellular Sales 2012 - 2012
KAMU TV/FM January 2010 - November 2011
TJ Collection December 2009 - January 2010
Mays Business School August 2007 - December 2007
Skills
Social Media, Microsoft Office, Press Releases, Social Media Marketing, Facebook, Advertising, Customer Service, PowerPoint, Event Planning, Marketing Strategy, Fundraising, Microsoft Word, Microsoft Excel, Retail, Marketing, Sales, Social Networking, Public Speaking, Leadership, Research, Time Management, Teamwork, Team Building, Strategic Planning, Training, Blogging
Education
Texas A&M University 2007 — 2011
Marketing, Music
Texas A&M University - Mays Business School 2007 — 2011
Marketing, Retailing
Texas A&M University in College Station, TXGraduate December of 2011 2007 — 2011
Bachelor of Business Administration, Marketing
Josh Wineriter Josh Wineriter's Fidelity Investments Experience August 2014 - May 2015
Job Senior Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Research
Education
Texas A&M University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
TD Ameritrade Institutional May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments December 2013 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Research
Education
Texas A&M University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
Daniel Reschberger Daniel Reschberger's Fidelity Investments Experience July 2013 - August 2013
Job Finance and International Business Student at Temple University Fox School of Business and Management
Industry Financial Services
Experience
Fidelity Investments July 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research, Microsoft Excel, Customer Service, Finance, Leadership, Accounting, English, Time Management, Team Leadership, Public Speaking
Education
Temple University - Fox School of Business and Management 2014 — 2018
Bachelor of Business Administration (BBA), Finance and International Business
Pinkerton Academy 2010 — 2014
Honors Diploma, High School Diploma
Fidelity Investments July 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research, Microsoft Excel, Customer Service, Finance, Leadership, Accounting, English, Time Management, Team Leadership, Public Speaking
Education
Temple University - Fox School of Business and Management 2014 — 2018
Bachelor of Business Administration (BBA), Finance and International Business
Pinkerton Academy 2010 — 2014
Honors Diploma, High School Diploma
Richard Packard's Fidelity Investments Experience 2010 - 2011
Job Relationship Management at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's May 2011 - Present
Fidelity Investments 2010 - 2011
Skills
Contract Negotiation, Fixed Income, Market Research, Due Diligence, Economics, Investments, Valuation, Marketing, Equities
Education
Texas A&M University 2002 — 2007
BS, Economics, Business
Standard & Poor's May 2011 - Present
Fidelity Investments 2010 - 2011
Skills
Contract Negotiation, Fixed Income, Market Research, Due Diligence, Economics, Investments, Valuation, Marketing, Equities
Education
Texas A&M University 2002 — 2007
BS, Economics, Business
Keller Coleman Keller Coleman's Fidelity Investments Experience October 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments March 2013 - October 2014
Fidelity Investments September 2012 - March 2013
Kirkland's Home June 2011 - December 2011
Killiam Farms, Inc May 2009 - August 2009
Target, Inc November 2006 - December 2008
Kale Construction, Inc May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Analysis, Customer Service, Sales, Call Centers, Outlook, Research, Teamwork, Time Management
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 2008 — 2010
Fidelity Investments October 2014 - Present
Fidelity Investments March 2013 - October 2014
Fidelity Investments September 2012 - March 2013
Kirkland's Home June 2011 - December 2011
Killiam Farms, Inc May 2009 - August 2009
Target, Inc November 2006 - December 2008
Kale Construction, Inc May 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Analysis, Customer Service, Sales, Call Centers, Outlook, Research, Teamwork, Time Management
Education
University of North Texas 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University 2008 — 2010
Howard Brodale Howard Brodale's Fidelity Investments Experience July 2007 - April 2008
Job The Essential Sr. Programmer, Software Engineer, Web Developer
Industry Information Technology and Services
Experience
SirenSource September 2013 - October 2013
Video General August 2012 - October 2012
GCG Advertising, Fort Worth, TX December 2008 - February 2009
Fidelity Investments July 2007 - April 2008
DFW Group, Grand Prairie, TX April 2005 - December 2005
various places March 2005 - April 2005
Lockheed Martin Aeronautics Co, Fort Worth, TX July 1999 - March 2004
EFW Inc, Fort Worth, TX June 1998 - May 1999
PDX Inc, Fort Worth, TX March 1998 - June 1998
Sabre Technology Solutions, Arlington, TX July 1997 - March 1998
Skills
Unix, Software Development, Databases, SQL, JavaScript, Java, Linux, MySQL, PHP, Oracle, Troubleshooting, Testing, Software Engineering, C, C++, Goal Oriented, CSS, Eclipse, UML, HTML, Visual Basic, PL/SQL, Web Development, Windows, Object Oriented Design, Access, Database Design, Programming, Agile Methodologies, Architecture, SDLC, Operating Systems, Software Documentation, Business Intelligence, Data Analysis, MVC, Data Mining, X Windows/Motif, IMS, CentOS Web Server, Apache 2, httpd, MongoDB, Symfony, Zend Framework
Education
Texas A&M University
B.S., Computer Science, minor in Management
UT Arlington
SirenSource September 2013 - October 2013
Video General August 2012 - October 2012
GCG Advertising, Fort Worth, TX December 2008 - February 2009
Fidelity Investments July 2007 - April 2008
DFW Group, Grand Prairie, TX April 2005 - December 2005
various places March 2005 - April 2005
Lockheed Martin Aeronautics Co, Fort Worth, TX July 1999 - March 2004
EFW Inc, Fort Worth, TX June 1998 - May 1999
PDX Inc, Fort Worth, TX March 1998 - June 1998
Sabre Technology Solutions, Arlington, TX July 1997 - March 1998
Skills
Unix, Software Development, Databases, SQL, JavaScript, Java, Linux, MySQL, PHP, Oracle, Troubleshooting, Testing, Software Engineering, C, C++, Goal Oriented, CSS, Eclipse, UML, HTML, Visual Basic, PL/SQL, Web Development, Windows, Object Oriented Design, Access, Database Design, Programming, Agile Methodologies, Architecture, SDLC, Operating Systems, Software Documentation, Business Intelligence, Data Analysis, MVC, Data Mining, X Windows/Motif, IMS, CentOS Web Server, Apache 2, httpd, MongoDB, Symfony, Zend Framework
Education
Texas A&M University
B.S., Computer Science, minor in Management
UT Arlington
Cameron Orr's Fidelity Investments Experience July 2014 - Present
Job Senior Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - July 2014
Texas A&M University Student Recreation Center February 2010 - January 2013
Skills
Series 7, Series 63
Education
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Economics
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - July 2014
Texas A&M University Student Recreation Center February 2010 - January 2013
Skills
Series 7, Series 63
Education
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Economics
Kyle Hind Kyle Hind's Fidelity Investments Experience February 2014 - August 2014
Job Analyst, Lease Administation at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle August 2014 - Present
Fidelity Investments February 2014 - August 2014
Gold's Gym September 2013 - January 2014
MultiView May 2013 - June 2013
Kinetic Concepts July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas A&M University 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Jones Lang LaSalle August 2014 - Present
Fidelity Investments February 2014 - August 2014
Gold's Gym September 2013 - January 2014
MultiView May 2013 - June 2013
Kinetic Concepts July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas A&M University 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Jordan Travis Jordan Travis's Fidelity Investments Experience March 2013 - May 2014
Job Product Services Lead at Markit
Industry Financial Services
Experience
Markit January 2015 - Present
Markit May 2014 - December 2014
Fidelity Investments March 2013 - May 2014
Sewell Automotive Companies May 2011 - April 2013
Skills
Sales, Fund Accounting, Microsoft Excel, Sales Process, Mutual Funds, Account Reconciliation, Data Analysis, Financial Analysis, Bloomberg Terminal, InvestOne, AS400 system, Customer Satisfaction, Microsoft Word, PowerPoint, Customer Service, Microsoft Exchange, CRM, Following Up, Analysis, Automotive, Economics, Negotiation, Problem Solving, Bloomberg, Teamwork, Outlook, Financial Services, Financial Accounting, Loans, Mark to Market
Education
Texas A&M University 2006 — 2010
BS, Economics
Markit January 2015 - Present
Markit May 2014 - December 2014
Fidelity Investments March 2013 - May 2014
Sewell Automotive Companies May 2011 - April 2013
Skills
Sales, Fund Accounting, Microsoft Excel, Sales Process, Mutual Funds, Account Reconciliation, Data Analysis, Financial Analysis, Bloomberg Terminal, InvestOne, AS400 system, Customer Satisfaction, Microsoft Word, PowerPoint, Customer Service, Microsoft Exchange, CRM, Following Up, Analysis, Automotive, Economics, Negotiation, Problem Solving, Bloomberg, Teamwork, Outlook, Financial Services, Financial Accounting, Loans, Mark to Market
Education
Texas A&M University 2006 — 2010
BS, Economics
Dustin Millard Dustin Millard's Fidelity Investments Experience August 2002 - August 2010
Job Sr. Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Alyce Metzroth Alyce Metzroth's Fidelity Investments Experience February 2000 - August 2002
Job Case Manager at First Financial Group
Industry Financial Services
Experience
First Financial Group September 2012 - Present
AG Edwards and Sons Incorporated September 2004 - October 2007
Loomis Fargo Pensacola February 2004 - May 2004
City Employees Credit Union Corpus Christi December 2002 - September 2003
Fidelity Investments February 2000 - August 2002
Skills
Customer Service, Management, Insurance, Leadership, Recruiting, Public Speaking, Training, Employee Benefits, Strategic Planning, Team Building, Team Leadership, Research, Program Management, Marketing
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration, Marketing
First Financial Group September 2012 - Present
AG Edwards and Sons Incorporated September 2004 - October 2007
Loomis Fargo Pensacola February 2004 - May 2004
City Employees Credit Union Corpus Christi December 2002 - September 2003
Fidelity Investments February 2000 - August 2002
Skills
Customer Service, Management, Insurance, Leadership, Recruiting, Public Speaking, Training, Employee Benefits, Strategic Planning, Team Building, Team Leadership, Research, Program Management, Marketing
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration, Marketing
Tarin Dooley Tarin Dooley's Fidelity Investments Experience August 2014 - Present
Job Communications Specialist at Trion Group, a Marsh & McLennan Agency, LLC Company
Industry Public Relations and Communications
Experience
Trion Group, a Marsh & McLennan Agency, LLC Company August 2015 - Present
Fidelity Investments August 2014 - Present
Braithwaite Communications January 2014 - May 2014
The Perfect Table Cape Cod December 2012 - August 2013
Public Relations Student Society of America January 2012 - May 2012
Skills
Public Relations, Public Speaking, Social Media Marketing, Writing, Writing News Releases, Written & Verbal..., Microsoft Word, Microsoft Excel, PowerPoint
Education
Temple University 2010 — 2014
Bachelor of Arts (BA), Strategic Communication
Barnstable High School 2006 — 2010
Trion Group, a Marsh & McLennan Agency, LLC Company August 2015 - Present
Fidelity Investments August 2014 - Present
Braithwaite Communications January 2014 - May 2014
The Perfect Table Cape Cod December 2012 - August 2013
Public Relations Student Society of America January 2012 - May 2012
Skills
Public Relations, Public Speaking, Social Media Marketing, Writing, Writing News Releases, Written & Verbal..., Microsoft Word, Microsoft Excel, PowerPoint
Education
Temple University 2010 — 2014
Bachelor of Arts (BA), Strategic Communication
Barnstable High School 2006 — 2010
Aaron Gotreaux Aaron Gotreaux's Fidelity Investments Experience May 2014 - August 2014
Job Technology Intern at Fidelity Investments
Industry Computer Software
Experience
Datatrak International October 2011 - Present
Fidelity Investments May 2014 - August 2014
Notequill August 2013 - April 2014
HEB November 2007 - May 2013
Skills
Java, C++, JavaScript, jQuery, jQuery UI, AJAX, Android, HTML, CSS, Software Development, Software Engineering, Version Control, Eclipse, Mercurial, CVS, Subversion, Git, SDLC
Education
Texas A&M University 2010 — 2015
Bachelor of Science (B.S.), Computer Engineering
Datatrak International October 2011 - Present
Fidelity Investments May 2014 - August 2014
Notequill August 2013 - April 2014
HEB November 2007 - May 2013
Skills
Java, C++, JavaScript, jQuery, jQuery UI, AJAX, Android, HTML, CSS, Software Development, Software Engineering, Version Control, Eclipse, Mercurial, CVS, Subversion, Git, SDLC
Education
Texas A&M University 2010 — 2015
Bachelor of Science (B.S.), Computer Engineering
William D. Waltman's Fidelity Investments Experience March 2012 - Present
Job .Net / SharePoint Developer
Industry Computer Software
Experience
Fidelity Investments March 2012 - Present
Pfizer October 2011 - January 2012
Cook Children's Health Care System May 2011 - September 2011
HD Vest Financial Services 2009 - 2010
Tarrant Regional Water District March 2007 - January 2009
Lockheed Martin May 2004 - January 2007
Westinghouse Electric Company 1972 - 1980
Skills
SharePoint, C#, ASP.NET, SDLC, .NET, Microsoft SQL Server, Technical Recruiting, SSRS, Visual Studio, Business Intelligence, SQL, TFS, Agile Methodologies, Business Analysis, Visio, Requirements Analysis, WCF, Web Services, Databases, SSIS, Microsoft Office...
Education
University of Oklahoma - Price College of Business 1980 — 1984
MBA, General Business, 3.4 / 4.0
Texas A&M University 1964 — 1970
BS, Mechanical Engineering
The University of Texas at Austin
MS, Operations Research
Fidelity Investments March 2012 - Present
Pfizer October 2011 - January 2012
Cook Children's Health Care System May 2011 - September 2011
HD Vest Financial Services 2009 - 2010
Tarrant Regional Water District March 2007 - January 2009
Lockheed Martin May 2004 - January 2007
Westinghouse Electric Company 1972 - 1980
Skills
SharePoint, C#, ASP.NET, SDLC, .NET, Microsoft SQL Server, Technical Recruiting, SSRS, Visual Studio, Business Intelligence, SQL, TFS, Agile Methodologies, Business Analysis, Visio, Requirements Analysis, WCF, Web Services, Databases, SSIS, Microsoft Office...
Education
University of Oklahoma - Price College of Business 1980 — 1984
MBA, General Business, 3.4 / 4.0
Texas A&M University 1964 — 1970
BS, Mechanical Engineering
The University of Texas at Austin
MS, Operations Research
Chris McAuley Chris McAuley's Fidelity Investments Experience 1995 - 1998
Job Estimator at TRG Builders, Inc
Industry Construction
Experience
TRG Builders, Inc October 2014 - Present
Interstate Electrical Services Corp. September 2003 - October 2014
Vanderweil Engineers 1998 - 2003
Fidelity Investments 1995 - 1998
Interstate Electrical Services Corp. 1981 - 1995
Skills
Construction Management, Electricians, Construction, Value Engineering, Project Management, Power Distribution, Submittals, Fire Alarm, Electricity, Troubleshooting, Data Center, Purchasing, Wiring, Analysis, Project Estimation
Education
Tennessee Technological University
TRG Builders, Inc October 2014 - Present
Interstate Electrical Services Corp. September 2003 - October 2014
Vanderweil Engineers 1998 - 2003
Fidelity Investments 1995 - 1998
Interstate Electrical Services Corp. 1981 - 1995
Skills
Construction Management, Electricians, Construction, Value Engineering, Project Management, Power Distribution, Submittals, Fire Alarm, Electricity, Troubleshooting, Data Center, Purchasing, Wiring, Analysis, Project Estimation
Education
Tennessee Technological University
Amy LaBelle's Fidelity Investments Experience June 2001 - July 2012
Job Owner and Winemaker, LaBelle Winery
Industry Food & Beverages
Experience
LaBelle Winery September 2005 - Present
Fidelity Investments June 2001 - July 2012
Hutchins Wheeler and Dittmar October 1998 - September 2000
Skills
Wine Tasting, Start-ups, Wine, Licensing, Event Management, Marketing, Legal Analysis, Winemaking, Wineries, Public Speaking, Public Relations, Vineyard, Sales, Customer Service, Event Planning, Strategic Planning, Legal Writing, Culinary Skills, Restaurants, Marketing Strategy, Food, Brand Development, Social Media
Education
Temple University - James E. Beasley School of Law 1993 — 1996
JD
Western New England College 1990 — 1992
BS, English and Marketing
LaBelle Winery September 2005 - Present
Fidelity Investments June 2001 - July 2012
Hutchins Wheeler and Dittmar October 1998 - September 2000
Skills
Wine Tasting, Start-ups, Wine, Licensing, Event Management, Marketing, Legal Analysis, Winemaking, Wineries, Public Speaking, Public Relations, Vineyard, Sales, Customer Service, Event Planning, Strategic Planning, Legal Writing, Culinary Skills, Restaurants, Marketing Strategy, Food, Brand Development, Social Media
Education
Temple University - James E. Beasley School of Law 1993 — 1996
JD
Western New England College 1990 — 1992
BS, English and Marketing
Shaun Boynton's Fidelity Investments Experience April 2008 - Present
Job Senior Product Specialist at Fidelity Investments
Industry Financial Services
Experience
Youngevity, Essential 90 for Life January 2009 - Present
Fidelity Investments April 2008 - Present
SMB Realty Group, LLC April 2004 - Present
Fidelity Investments February 2006 - December 2007
Fidelity Investments June 2005 - February 2006
Fidelity Investments November 2000 - May 2005
Fidelity Investments August 1998 - November 2000
Skills
Entrepreneur, Investments, Real Estate, Small Business, Market Analysis, Investment Properties, Negotiation, Business Planning, Marketing, Marketing Strategy, Entrepreneurship, Marketing Communications, New Business Development, Selling, Social Media Marketing, Social Networking, Business Development, Online Marketing, Online Advertising, Direct Marketing, Sales Management, Commercial Real Estate, Start-ups, B2B, Sales, Leadership, Strategy, Business Strategy, Team Building, Strategic Partnerships, Management, Competitive Analysis, CRM, Finance, Strategic Planning, Direct Sales, Lead Generation, Email Marketing, Market Research, Product Marketing, E-commerce, Brand Development, Salesforce.com, Advertising, Marketing Management, Market Planning, Contract Negotiation, SEO, Web Marketing
Education
Temple University - Fox School of Business and Management 1988 — 1992
BS, Marketing
Youngevity, Essential 90 for Life January 2009 - Present
Fidelity Investments April 2008 - Present
SMB Realty Group, LLC April 2004 - Present
Fidelity Investments February 2006 - December 2007
Fidelity Investments June 2005 - February 2006
Fidelity Investments November 2000 - May 2005
Fidelity Investments August 1998 - November 2000
Skills
Entrepreneur, Investments, Real Estate, Small Business, Market Analysis, Investment Properties, Negotiation, Business Planning, Marketing, Marketing Strategy, Entrepreneurship, Marketing Communications, New Business Development, Selling, Social Media Marketing, Social Networking, Business Development, Online Marketing, Online Advertising, Direct Marketing, Sales Management, Commercial Real Estate, Start-ups, B2B, Sales, Leadership, Strategy, Business Strategy, Team Building, Strategic Partnerships, Management, Competitive Analysis, CRM, Finance, Strategic Planning, Direct Sales, Lead Generation, Email Marketing, Market Research, Product Marketing, E-commerce, Brand Development, Salesforce.com, Advertising, Marketing Management, Market Planning, Contract Negotiation, SEO, Web Marketing
Education
Temple University - Fox School of Business and Management 1988 — 1992
BS, Marketing
Anthony Trantham, CFP ® Anthony Trantham, CFP ®'s Fidelity Investments Experience July 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Asset Strategies Group, LLC March 2006 - July 2010
Shire Pharmaceuticals September 2003 - March 2006
Skills
Investments, Sales, Portfolio Management, Retirement, Series 7, Retirement Planning, Strategic Financial..., Account Management, Strategic Planning, Series 63, CRM, Strategy, Insurance
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration, Marketing
Fidelity Investments July 2010 - Present
Asset Strategies Group, LLC March 2006 - July 2010
Shire Pharmaceuticals September 2003 - March 2006
Skills
Investments, Sales, Portfolio Management, Retirement, Series 7, Retirement Planning, Strategic Financial..., Account Management, Strategic Planning, Series 63, CRM, Strategy, Insurance
Education
Texas A&M University 1989 — 1993
Bachelor of Business Administration, Marketing
Adam Huitt Adam Huitt's Fidelity Investments Experience April 2012 - December 2014
Job Senior Developer at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin January 2015 - Present
Fidelity Investments April 2012 - December 2014
Display Source Alliance August 2007 - April 2012
Reef Exploration May 2002 - August 2007
Skills
SDLC, Agile Methodologies, Microsoft SQL Server, SQL, SharePoint, SOA, C#, VB.NET, JavaScript, jQuery, LINQ, Regular Expressions, ActionScript, XSLT, Access, FoxPro, VBScript, MVC, Forms, OOAD, OOP, SOAP, WSDL, Windows Services, Responsive Web Design, User Experience Design, SAML, XML, MySQL, ORM, Visual Studio, REST, JSON, Dreamweaver, Photoshop, Altova, SAML 2.0, Entity Framework, DevExpress, Syncfusion, Telerik, Infragistics, MS Reporting Services, Business Intelligence, Crystal Reports, Tableau, Wire Framing, HTML5, SwishMax, AngularJS
Education
Texas A&M University 1986 — 1990
Bachelor of Science (BS), Industrial Distribution
Lockheed Martin January 2015 - Present
Fidelity Investments April 2012 - December 2014
Display Source Alliance August 2007 - April 2012
Reef Exploration May 2002 - August 2007
Skills
SDLC, Agile Methodologies, Microsoft SQL Server, SQL, SharePoint, SOA, C#, VB.NET, JavaScript, jQuery, LINQ, Regular Expressions, ActionScript, XSLT, Access, FoxPro, VBScript, MVC, Forms, OOAD, OOP, SOAP, WSDL, Windows Services, Responsive Web Design, User Experience Design, SAML, XML, MySQL, ORM, Visual Studio, REST, JSON, Dreamweaver, Photoshop, Altova, SAML 2.0, Entity Framework, DevExpress, Syncfusion, Telerik, Infragistics, MS Reporting Services, Business Intelligence, Crystal Reports, Tableau, Wire Framing, HTML5, SwishMax, AngularJS
Education
Texas A&M University 1986 — 1990
Bachelor of Science (BS), Industrial Distribution
Matthew Keener Matthew Keener's Fidelity Investments Experience September 2012 - Present
Job Active Trader VIP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments October 2008 - October 2011
Skills
Series 7, Series 63, Series 4, Consultative Sales..., Negotiation, Client Aquisition, Options Strategies, Equity Derivatives, Fixed Income, Equity Trading, Trading Systems, Backtesting, Employee Training, Account Management, Customer Engagement, Risk Management, Financial Analysis, Fundamental Analysis, Technical Analysis, Cost Basis Reporting, Mutual Funds, Corporate Finance, Retirement, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Bloomberg Software
Education
The University of Dallas 2009 — 2011
Master of Business Administration (MBA), Financial Planning and Services
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), Economics and minor in Business
Fidelity Investments September 2012 - Present
Fidelity Investments October 2008 - October 2011
Skills
Series 7, Series 63, Series 4, Consultative Sales..., Negotiation, Client Aquisition, Options Strategies, Equity Derivatives, Fixed Income, Equity Trading, Trading Systems, Backtesting, Employee Training, Account Management, Customer Engagement, Risk Management, Financial Analysis, Fundamental Analysis, Technical Analysis, Cost Basis Reporting, Mutual Funds, Corporate Finance, Retirement, Asset Allocation, Retirement Planning, Wealth Management, ETFs, Bloomberg Software
Education
The University of Dallas 2009 — 2011
Master of Business Administration (MBA), Financial Planning and Services
Texas A&M University 2002 — 2006
Bachelor of Arts (B.A.), Economics and minor in Business
Joe Urban's Fidelity Investments Experience January 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments November 2011 - January 2014
Edward Jones March 2011 - November 2011
Federated Lending June 2007 - March 2011
Education
Temple University - Fox School of Business and Management
Bachelors, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - January 2015
Fidelity Investments November 2011 - January 2014
Edward Jones March 2011 - November 2011
Federated Lending June 2007 - March 2011
Education
Temple University - Fox School of Business and Management
Bachelors, Finance
Sankar Sundaresan Sankar Sundaresan's Fidelity Investments Experience January 2015 - Present
Job Student at Texas A&M University
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Education
Texas A&M University 2010 — 2014
Bachelor of Science (B.S.), Computer Engineering
Fidelity Investments January 2015 - Present
Education
Texas A&M University 2010 — 2014
Bachelor of Science (B.S.), Computer Engineering
Scott Murdock's Fidelity Investments Experience June 1993 - January 2000
Job Research IT Manager at the Federal Reserve Bank of Dallas
Industry Internet
Experience
Federal Reserve Bank of Dallas September 2014 - Present
Federal Reserve Bank of Dallas October 2010 - Present
Turner Construction February 2006 - February 2010
Omnicom Group December 2000 - January 2006
Trycos, Inc. January 2000 - November 2000
Fidelity Investments June 1993 - January 2000
Skills
SharePoint, MS Project, Project Management, Document Management, Team Building, Governance, Enterprise Search, Microsoft SQL Server, Customer Service, Microsoft Office, SQL, Public Speaking, Strategic Planning, Training, Web Applications, JavaScript, HTML
Education
Texas A&M University - Mays Business School 1990 — 1992
MBA, Finance, International business
Texas A&M University 1986 — 1990
MS, Finance
Federal Reserve Bank of Dallas September 2014 - Present
Federal Reserve Bank of Dallas October 2010 - Present
Turner Construction February 2006 - February 2010
Omnicom Group December 2000 - January 2006
Trycos, Inc. January 2000 - November 2000
Fidelity Investments June 1993 - January 2000
Skills
SharePoint, MS Project, Project Management, Document Management, Team Building, Governance, Enterprise Search, Microsoft SQL Server, Customer Service, Microsoft Office, SQL, Public Speaking, Strategic Planning, Training, Web Applications, JavaScript, HTML
Education
Texas A&M University - Mays Business School 1990 — 1992
MBA, Finance, International business
Texas A&M University 1986 — 1990
MS, Finance
Chad Atken's Fidelity Investments Experience December 1994 - April 1997
Job
Industry Computer Software
Experience
Bank of America 2010 - 2011
Southwest Airlines March 2007 - June 2010
Cisco Systems October 2000 - December 2006
XO Communications May 2000 - September 2000
NEC Unified Solutions April 1997 - April 2000
Fidelity Investments December 1994 - April 1997
Alcatel September 1992 - November 1994
ExxonMobil March 1991 - July 1992
Education
Texas A&M University 1985 — 1986
B.S.
Texas A&M University 1980 — 1984
B.S.
Bank of America 2010 - 2011
Southwest Airlines March 2007 - June 2010
Cisco Systems October 2000 - December 2006
XO Communications May 2000 - September 2000
NEC Unified Solutions April 1997 - April 2000
Fidelity Investments December 1994 - April 1997
Alcatel September 1992 - November 1994
ExxonMobil March 1991 - July 1992
Education
Texas A&M University 1985 — 1986
B.S.
Texas A&M University 1980 — 1984
B.S.
Michael Kolenda's Fidelity Investments Experience 2007 - 2008
Job Project Manager at The Vanguard Group
Industry Human Resources
Experience
Vanguard June 2013 - Present
The Vanguard Group May 2011 - June 2013
The Vanguard Group May 2008 - May 2011
Fidelity Investments 2007 - 2008
ExcellerateHRO March 2005 - April 2007
Towers Perrin 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Agile Methodologies, Leadership, PMO, PMP, Project Management
Education
Temple University 1989 — 1993
Vanguard June 2013 - Present
The Vanguard Group May 2011 - June 2013
The Vanguard Group May 2008 - May 2011
Fidelity Investments 2007 - 2008
ExcellerateHRO March 2005 - April 2007
Towers Perrin 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Agile Methodologies, Leadership, PMO, PMP, Project Management
Education
Temple University 1989 — 1993
John DiGenova's Fidelity Investments Experience January 1999 - June 2000
Job Managing Director, Capital Planning
Industry Financial Services
Experience
AIG 2008 - Present
Syncora Holdings May 2007 - May 2008
Radian June 2000 - April 2007
Fidelity Investments January 1999 - June 2000
Towers Perrin 1997 - 1999
Highland Regional High School 1994 - 1997
Education
Temple University
MA, Mathematics
Trenton State College
Bachelor of Arts (B.A.), Mathematics
AIG 2008 - Present
Syncora Holdings May 2007 - May 2008
Radian June 2000 - April 2007
Fidelity Investments January 1999 - June 2000
Towers Perrin 1997 - 1999
Highland Regional High School 1994 - 1997
Education
Temple University
MA, Mathematics
Trenton State College
Bachelor of Arts (B.A.), Mathematics
J. Dawn Peterson's Fidelity Investments Experience January 2012 - Present
Job Senior Development Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments September 1996 - January 2012
Sabre Decision Technologies September 1995 - September 1996
IBM June 1993 - September 1995
Skills
.NET, WCF, Silverlight, C++, C#, C, Flex, COM, HTML/XML, JavaScript, LINQ, XAML
Education
Texas A&M University 1990 — 1993
MCS, Master of Computer Science
Trinity University 1986 — 1990
BS, Computer Science
Fidelity Investments January 2012 - Present
Fidelity Investments September 1996 - January 2012
Sabre Decision Technologies September 1995 - September 1996
IBM June 1993 - September 1995
Skills
.NET, WCF, Silverlight, C++, C#, C, Flex, COM, HTML/XML, JavaScript, LINQ, XAML
Education
Texas A&M University 1990 — 1993
MCS, Master of Computer Science
Trinity University 1986 — 1990
BS, Computer Science
LaBelle, Amy's Fidelity Investments Experience Vice President and Associate CounselHR Access a Fidelity Company2009 - Present
Job Vice President and Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President and Associate CounselHR Access a Fidelity Company2009 - Present
Hutchins Wheeler & Dittmar 1997 - 1999
Education
Temple University - James E. Beasley School of Law 1993 — 1996
Chicopee Comp 1986 — 1989
1989
Fidelity Investments Vice President and Associate CounselHR Access a Fidelity Company2009 - Present
Hutchins Wheeler & Dittmar 1997 - 1999
Education
Temple University - James E. Beasley School of Law 1993 — 1996
Chicopee Comp 1986 — 1989
1989
Lexie Latimer's Fidelity Investments Experience Sr. Facilitator IIFidelity InvestmentsJuly 2011 - December 2011
Job Principal Facilitator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr. Facilitator IIFidelity InvestmentsJuly 2011 - December 2011
Fidelity Investments March 2010 - July 2011
Fidelity Investments July 2008 - April 2010
Fidelity Investments 2000 - 2009
Fidelity Investments February 2008 - July 2008
Fidelity Investments February 2006 - February 2008
Fidelity Investments 2005 - 2006
Skills
Vendor Management, Series 7, Project Management, Needs Analysis, Process Improvement, Relationship Management, Performance Consulting, Workshop Facilitation, Instructional Design, Visio
Education
Texas A&M University 1984 — 1988
BS, Marketing
Midland Jr. College 1980 — 1982
Fidelity Investments Sr. Facilitator IIFidelity InvestmentsJuly 2011 - December 2011
Fidelity Investments March 2010 - July 2011
Fidelity Investments July 2008 - April 2010
Fidelity Investments 2000 - 2009
Fidelity Investments February 2008 - July 2008
Fidelity Investments February 2006 - February 2008
Fidelity Investments 2005 - 2006
Skills
Vendor Management, Series 7, Project Management, Needs Analysis, Process Improvement, Relationship Management, Performance Consulting, Workshop Facilitation, Instructional Design, Visio
Education
Texas A&M University 1984 — 1988
BS, Marketing
Midland Jr. College 1980 — 1982
Michael W Gooden's Fidelity Investments Experience July 2013 - Present
Job Point Of Contact at FIDELITY INVESTMENTS
Industry Financial Services
Experience
FIDELITY INVESTMENTS July 2013 - Present
Skills
Mutual Funds, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Risk Management, Wealth Management, Strategic Financial..., Financial Markets, Customer Service, Microsoft Office, Project Management, Microsoft Excel, Public Speaking, Series 7, Team Building, Microsoft Word, Strategic Planning
Education
Texas A&M University 1982 — 1986
FIDELITY INVESTMENTS July 2013 - Present
Skills
Mutual Funds, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Risk Management, Wealth Management, Strategic Financial..., Financial Markets, Customer Service, Microsoft Office, Project Management, Microsoft Excel, Public Speaking, Series 7, Team Building, Microsoft Word, Strategic Planning
Education
Texas A&M University 1982 — 1986
Rick Dworaczyk's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Foresight Financial September 2012 - April 2015
DP Electronics August 2005 - September 2012
Synagro 2002 - 2005
BSI Consulting 1998 - 2001
Accenture 1995 - 1998
Skills
Series 65, Series 7, Series 63, Investments, Asset Allocation, Investment Theory, Investment Selection, Investment Management, Investment Strategies, Tactical Asset..., Risk Management, Strategic Financial..., Trading, Alternative Investments, Trading Systems, Commodity Markets, Roth IRA, IRAs, ETFs, Mutual Funds, 401k Rollovers, Fixed Annuities, Equity Indexed Annuities, Variable Annuities, Life Insurance, Analysis, Energy
Education
Texas A&M University 1986 — 1992
B.S., Mechanical Engineering
Fidelity Investments April 2015 - Present
Foresight Financial September 2012 - April 2015
DP Electronics August 2005 - September 2012
Synagro 2002 - 2005
BSI Consulting 1998 - 2001
Accenture 1995 - 1998
Skills
Series 65, Series 7, Series 63, Investments, Asset Allocation, Investment Theory, Investment Selection, Investment Management, Investment Strategies, Tactical Asset..., Risk Management, Strategic Financial..., Trading, Alternative Investments, Trading Systems, Commodity Markets, Roth IRA, IRAs, ETFs, Mutual Funds, 401k Rollovers, Fixed Annuities, Equity Indexed Annuities, Variable Annuities, Life Insurance, Analysis, Energy
Education
Texas A&M University 1986 — 1992
B.S., Mechanical Engineering
Ramona Fuller's Fidelity Investments Experience October 2012 - April 2013
Job Member Service Representative
Industry Banking
Experience
EP Federal Credit Union August 2015 - Present
Business Ink April 2013 - January 2015
Fidelity Investments October 2012 - April 2013
Envision Printing, LLC October 2011 - July 2012
ElandersUSA February 2011 - September 2011
Envision Printing, LLC May 2010 - February 2011
Beck Atlanta February 2009 - November 2009
Elanders Seiz, Inc. March 2008 - February 2009
Yaquinto Printing / Cartamundi USA December 2000 - February 2008
Tops & Fuller Printing Companies June 1985 - November 2000
Skills
Process Scheduler, Customer Service, Proofreading, Project Management, Microsoft Office, Offset Printing, Pre-press, Print Management, Direct Mail, Account Management, Process Improvement, Digital Printing, Marketing, Budgets, Graphic Design, Management, Direct Marketing, Graphics, Packaging, Negotiation, Photoshop
Education
Texas A&M University
Psychology
EP Federal Credit Union August 2015 - Present
Business Ink April 2013 - January 2015
Fidelity Investments October 2012 - April 2013
Envision Printing, LLC October 2011 - July 2012
ElandersUSA February 2011 - September 2011
Envision Printing, LLC May 2010 - February 2011
Beck Atlanta February 2009 - November 2009
Elanders Seiz, Inc. March 2008 - February 2009
Yaquinto Printing / Cartamundi USA December 2000 - February 2008
Tops & Fuller Printing Companies June 1985 - November 2000
Skills
Process Scheduler, Customer Service, Proofreading, Project Management, Microsoft Office, Offset Printing, Pre-press, Print Management, Direct Mail, Account Management, Process Improvement, Digital Printing, Marketing, Budgets, Graphic Design, Management, Direct Marketing, Graphics, Packaging, Negotiation, Photoshop
Education
Texas A&M University
Psychology
Summer Mills's Fidelity Investments Experience November 2011 - March 2014
Job Accounting Professional
Industry Accounting
Experience
Grier, Reeves & Lawley, P.C. June 2014 - Present
Truman Arnold Companies March 2014 - June 2014
Fidelity Investments November 2011 - March 2014
CoreLogic November 2003 - November 2011
Grier, Reeves & Lawley, P.C. January 2003 - November 2003
Williams & Pearcy Certified Public Accountants November 2001 - January 2003
N. E. Jones Oil Company January 1999 - November 2001
Skills
Account Reconciliation, Accounting, GAAP, Financial Analysis, General Ledger, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Visio, Accounts Payable, Process Improvement, Financial Modeling, Internal Controls, Budgets, Fixed Assets, SEC filings, Forecasting, Auditing, Accounts Receivable, Business Analysis, Payroll, Accruals, Microsoft Excel
Education
Texas A&M University-Texarkana 1999 — 2002
MSA, Accounting
Texarkana College 1997 — 1999
Accounting
Grier, Reeves & Lawley, P.C. June 2014 - Present
Truman Arnold Companies March 2014 - June 2014
Fidelity Investments November 2011 - March 2014
CoreLogic November 2003 - November 2011
Grier, Reeves & Lawley, P.C. January 2003 - November 2003
Williams & Pearcy Certified Public Accountants November 2001 - January 2003
N. E. Jones Oil Company January 1999 - November 2001
Skills
Account Reconciliation, Accounting, GAAP, Financial Analysis, General Ledger, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Visio, Accounts Payable, Process Improvement, Financial Modeling, Internal Controls, Budgets, Fixed Assets, SEC filings, Forecasting, Auditing, Accounts Receivable, Business Analysis, Payroll, Accruals, Microsoft Excel
Education
Texas A&M University-Texarkana 1999 — 2002
MSA, Accounting
Texarkana College 1997 — 1999
Accounting
William Newsome Jr's Fidelity Investments Experience September 2012 - Present
Job VP, Branch Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments March 2010 - September 2012
Fidelity Investments January 2005 - February 2010
Fidelity Investments November 2003 - December 2004
Skills
Series 7, Series 63, Series 65, Series 9 & 10, NJ Insurance License
Education
Temple University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
Fidelity Investments September 2012 - Present
Fidelity Investments March 2010 - September 2012
Fidelity Investments January 2005 - February 2010
Fidelity Investments November 2003 - December 2004
Skills
Series 7, Series 63, Series 65, Series 9 & 10, NJ Insurance License
Education
Temple University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
David Ryzman's Fidelity Investments Experience April 2005 - May 2014
Job Financial Planner at Navigation Financial Group of Dallas Texas
Industry Financial Services
Experience
Navigation Financial Group of Dallas Texas May 2014 - Present
Fidelity Investments April 2005 - May 2014
Fidelity Investments March 2003 - April 2005
Fidelity Investments January 2001 - March 2003
Skills
Investments, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Wealth Management, Equities, Financial Services, Series 63, 401k, Asset Management, Finance, Financial Planning, Fixed Income, Investment Advisory, Portfolio Management, Securities, Uniform Combined State...
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Navigation Financial Group of Dallas Texas May 2014 - Present
Fidelity Investments April 2005 - May 2014
Fidelity Investments March 2003 - April 2005
Fidelity Investments January 2001 - March 2003
Skills
Investments, Retirement, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Wealth Management, Equities, Financial Services, Series 63, 401k, Asset Management, Finance, Financial Planning, Fixed Income, Investment Advisory, Portfolio Management, Securities, Uniform Combined State...
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Dan Knight's Fidelity Investments Experience October 2002 - February 2005
Job President at Headhunting LLC
Industry Financial Services
Experience
Headhunting LLC December 2010 - Present
Fifth Third Bank February 2005 - December 2009
Fidelity Investments October 2002 - February 2005
Fidelity Investments May 1995 - October 2002
Andrew Jergen's Company/Kao Brands May 1993 - March 1995
Drackett August 1990 - May 1993
Drackett August 1989 - August 1990
Drackett July 1989 - August 1990
Drackett March 1987 - July 1989
The Kroger Co. December 1980 - March 1984
Skills
Succession Planning, Employee Engagement, Performance Management, Talent Management, Deferred Compensation, Employee Relations, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Organizational Design, HRIS, Organizational..., Organizational..., Leadership Development, Change Management, Employment Law, Hiring, Human Resources, Interviews, Leadership, Mergers, New Hire Orientations, Payroll, PeopleSoft, Performance Improvement, Process Improvement, Recruiting, Resume Writing, Sourcing, Strategic Planning, Team Building, Temporary Placement, Training, Vendor Management
Education
Tennessee Technological University 1979 — 1981
B. S., Psychology
Headhunting LLC December 2010 - Present
Fifth Third Bank February 2005 - December 2009
Fidelity Investments October 2002 - February 2005
Fidelity Investments May 1995 - October 2002
Andrew Jergen's Company/Kao Brands May 1993 - March 1995
Drackett August 1990 - May 1993
Drackett August 1989 - August 1990
Drackett July 1989 - August 1990
Drackett March 1987 - July 1989
The Kroger Co. December 1980 - March 1984
Skills
Succession Planning, Employee Engagement, Performance Management, Talent Management, Deferred Compensation, Employee Relations, Employee Benefits, Onboarding, Talent Acquisition, Benefits Administration, Organizational Design, HRIS, Organizational..., Organizational..., Leadership Development, Change Management, Employment Law, Hiring, Human Resources, Interviews, Leadership, Mergers, New Hire Orientations, Payroll, PeopleSoft, Performance Improvement, Process Improvement, Recruiting, Resume Writing, Sourcing, Strategic Planning, Team Building, Temporary Placement, Training, Vendor Management
Education
Tennessee Technological University 1979 — 1981
B. S., Psychology
Monica (Morales) De Luna's Fidelity Investments Experience January 1995 - November 1997
Job Senior Consultant Sourcing at Verizon
Industry Consumer Services
Experience
Verizon June 2015 - Present
Nokia Networks November 2014 - May 2015
NSN - Nokia Solutions and Networks November 2010 - October 2014
Hewlett-Packard May 2005 - September 2010
EDS July 1999 - May 2005
T Rowe Price January 1998 - June 1999
Fidelity Investments January 1995 - November 1997
Skills
Contract Negotiation, Customer Relations, Strategic Sourcing, Supplier Diversity, Staff Augmentation, Rate Management, Supply Chain Management, Procurement, SAP Procurement, Procurement Contracts, Vendor Management, 401k, Negotiation, Employee Benefits, Program Management, Contract Management, Strategy, Management, Customer Service, Cross-functional Team..., Project Management, Supply Chain, Project Planning, Integration, Sourcing
Education
Texas A&M University 1990 — 1994
B.S., Economics
Verizon June 2015 - Present
Nokia Networks November 2014 - May 2015
NSN - Nokia Solutions and Networks November 2010 - October 2014
Hewlett-Packard May 2005 - September 2010
EDS July 1999 - May 2005
T Rowe Price January 1998 - June 1999
Fidelity Investments January 1995 - November 1997
Skills
Contract Negotiation, Customer Relations, Strategic Sourcing, Supplier Diversity, Staff Augmentation, Rate Management, Supply Chain Management, Procurement, SAP Procurement, Procurement Contracts, Vendor Management, 401k, Negotiation, Employee Benefits, Program Management, Contract Management, Strategy, Management, Customer Service, Cross-functional Team..., Project Management, Supply Chain, Project Planning, Integration, Sourcing
Education
Texas A&M University 1990 — 1994
B.S., Economics
Amy Lyon's Fidelity Investments Experience May 1986 - July 1988
Job Director of Learning Center Operations US GAO
Industry Government Administration
Experience
U.S. Government Accountability Office October 2011 - Present
Government Accountability Office (GAO) July 1990 - October 2011
Fidelity Investments May 1986 - July 1988
Skills
Federal Government, Program Management, Government, Policy Analysis, Strategic Planning, Public Policy, Policy
Education
Texas A&M University 1983 — 1986
Bachelor's degree, Political Science and Government
U.S. Government Accountability Office October 2011 - Present
Government Accountability Office (GAO) July 1990 - October 2011
Fidelity Investments May 1986 - July 1988
Skills
Federal Government, Program Management, Government, Policy Analysis, Strategic Planning, Public Policy, Policy
Education
Texas A&M University 1983 — 1986
Bachelor's degree, Political Science and Government
Jessica Moeller's Fidelity Investments Experience June 2012 - Present
Job at
Industry Publishing
Experience
Venture Solutions Inc February 2015 - Present
Fidelity Investments June 2012 - Present
Veritude/Fidelity Investments, Westlake, Texas June 2012 - Present
Metropolitan Press, Inc. January 2008 - June 2012
Skills
Manage Client..., Marketing Communications, Editing, Social Media Marketing, Graphic Design, Proofreading, Layout, Typesetting, Customer Service, Customer Retention, Adobe Creative Suite, Quality Control
Education
Texas A&M University 2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Venture Solutions Inc February 2015 - Present
Fidelity Investments June 2012 - Present
Veritude/Fidelity Investments, Westlake, Texas June 2012 - Present
Metropolitan Press, Inc. January 2008 - June 2012
Skills
Manage Client..., Marketing Communications, Editing, Social Media Marketing, Graphic Design, Proofreading, Layout, Typesetting, Customer Service, Customer Retention, Adobe Creative Suite, Quality Control
Education
Texas A&M University 2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Charlie Whitaker's Fidelity Investments Experience May 2010 - Present
Job Finance Professional
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Junior Achievement of Dallas February 2007 - May 2009
Education
Texas A&M University 2001 — 2005
BBA, Finance
Fidelity Investments May 2010 - Present
Junior Achievement of Dallas February 2007 - May 2009
Education
Texas A&M University 2001 — 2005
BBA, Finance
Mike Teed's Fidelity Investments Experience September 1996 - Present
Job Senior Portfolio Specialist
Industry Financial Services
Experience
Fidelity Investments September 1996 - Present
Education
Texas A&M University 1987 — 1994
BBA, Finance
Fidelity Investments September 1996 - Present
Education
Texas A&M University 1987 — 1994
BBA, Finance
Kenny Gossett's Fidelity Investments Experience November 2001 - Present
Job Director, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2001 - Present
Fidelity Investments December 1999 - November 2001
Fidelity Investments October 1997 - December 1999
Fidelity Investments May 1997 - October 1997
Fidelity Investments March 1996 - May 1997
Smith Barney May 1994 - February 1995
NationsBanc Mortgage January 1993 - March 1994
NationsBanc Mortgage August 1991 - January 1993
Skills
FINRA, Series 7, Series 63, Series 65, Retirement, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Financial Services, Insurance, Sales, Team Leadership, Supervisory Experience, Mortgage Servicing
Education
Texas A&M University 1987 — 1991
B.S., Political Science
Fidelity Investments November 2001 - Present
Fidelity Investments December 1999 - November 2001
Fidelity Investments October 1997 - December 1999
Fidelity Investments May 1997 - October 1997
Fidelity Investments March 1996 - May 1997
Smith Barney May 1994 - February 1995
NationsBanc Mortgage January 1993 - March 1994
NationsBanc Mortgage August 1991 - January 1993
Skills
FINRA, Series 7, Series 63, Series 65, Retirement, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Financial Services, Insurance, Sales, Team Leadership, Supervisory Experience, Mortgage Servicing
Education
Texas A&M University 1987 — 1991
B.S., Political Science
Niaz Choudhury's Fidelity Investments Experience August 2014 - Present
Job Project Manager Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
First Command Financial Services March 2014 - July 2014
Sabre Holdings January 2009 - February 2014
Citi January 2012 - July 2012
Archon Group January 2001 - December 2008
Excel Communications August 1999 - January 2001
Fidelity Investments September 1995 - March 1999
Citizens Telecomunnication 1999 - 1999
Skills
Program Management, Budgeting, Business Process..., Process Improvement, Visio, Agile, SharePoint, PMP, Disaster Recovery, Software Project..., Agile Methodologies, PMO, Agile Project Management, Business Analysis, SDLC, Vendor Management, Budgets
Education
The University of Dallas 1995 — 1999
MBA, Corporate Finance
Texas A&M University 1989 — 1994
BA, Management
Fidelity Investments August 2014 - Present
First Command Financial Services March 2014 - July 2014
Sabre Holdings January 2009 - February 2014
Citi January 2012 - July 2012
Archon Group January 2001 - December 2008
Excel Communications August 1999 - January 2001
Fidelity Investments September 1995 - March 1999
Citizens Telecomunnication 1999 - 1999
Skills
Program Management, Budgeting, Business Process..., Process Improvement, Visio, Agile, SharePoint, PMP, Disaster Recovery, Software Project..., Agile Methodologies, PMO, Agile Project Management, Business Analysis, SDLC, Vendor Management, Budgets
Education
The University of Dallas 1995 — 1999
MBA, Corporate Finance
Texas A&M University 1989 — 1994
BA, Management
robert d snowden's Fidelity Investments Experience June 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments June 2007 - December 2008
Education
Temple University - Fox School of Business and Management 1983 — 1991
BBS,MBA, Accounting, Finance
Fidelity Investments June 2007 - December 2008
Education
Temple University - Fox School of Business and Management 1983 — 1991
BBS,MBA, Accounting, Finance
Shaun Boynton's Fidelity Investments Experience November 2011 - Present
Job Sr. CRM Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity April 2010 - February 2011
The Athene Group March 2009 - February 2010
Fidelity Investments February 2006 - December 2007
Fidelity Investments October 2000 - February 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Retirement, Financial Services
Education
Northeast Helicopters Flight Servcies 2007 — 2013
Private Pilot Rating, Instrument Rating
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments November 2011 - Present
Fidelity April 2010 - February 2011
The Athene Group March 2009 - February 2010
Fidelity Investments February 2006 - December 2007
Fidelity Investments October 2000 - February 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Retirement, Financial Services
Education
Northeast Helicopters Flight Servcies 2007 — 2013
Private Pilot Rating, Instrument Rating
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Austin Henderson's Fidelity Investments Experience December 2011 - April 2013
Job Associate at Ancor Capital Partners
Industry Venture Capital & Private Equity
Experience
Ancor Capital Partners June 2014 - Present
Ancor Capital Partners April 2013 - June 2014
Fidelity Investments December 2011 - April 2013
Fidelity Investments July 2010 - December 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments June 2006 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Markets, Trading, Forecasting, Economics, Series 7, Mutual Funds, Equities, Series 63, Fixed Income, Strategic Financial..., Valuation, Investments, Bloomberg, Retirement Planning, Corporate Finance, Finance, Portfolio Management, Derivatives, Private Equity, Financial Forecasting, Mergers & Acquisitions, Securities, Analysis, Asset Management, Asset Allocation, Financial Planning
Education
Investment Banking Institute 2009 — 2013
NA, Financial Modeling, Valuation, Financial Analysis
The University of Dallas 2009 — 2011
M.B.A., Corporate Finance
The University of Texas at Arlington 2004 — 2008
B.B.A., Accounting
Texas A&M University 2001 — 2004
NA, Engineering
Ancor Capital Partners June 2014 - Present
Ancor Capital Partners April 2013 - June 2014
Fidelity Investments December 2011 - April 2013
Fidelity Investments July 2010 - December 2011
Fidelity Investments August 2008 - July 2010
Fidelity Investments June 2006 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Markets, Trading, Forecasting, Economics, Series 7, Mutual Funds, Equities, Series 63, Fixed Income, Strategic Financial..., Valuation, Investments, Bloomberg, Retirement Planning, Corporate Finance, Finance, Portfolio Management, Derivatives, Private Equity, Financial Forecasting, Mergers & Acquisitions, Securities, Analysis, Asset Management, Asset Allocation, Financial Planning
Education
Investment Banking Institute 2009 — 2013
NA, Financial Modeling, Valuation, Financial Analysis
The University of Dallas 2009 — 2011
M.B.A., Corporate Finance
The University of Texas at Arlington 2004 — 2008
B.B.A., Accounting
Texas A&M University 2001 — 2004
NA, Engineering
Aaron Boswell's Fidelity Investments Experience May 2014 - Present
Job Financial Analyst III
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments November 2012 - May 2014
Fidelity Investments May 2008 - November 2012
Fidelity Investments May 2007 - May 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Securities, Equities, Financial Services
Education
Texas A&M University 2002 — 2006
BS, Economics
Fidelity Investments May 2014 - Present
Fidelity Investments November 2012 - May 2014
Fidelity Investments May 2008 - November 2012
Fidelity Investments May 2007 - May 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Securities, Equities, Financial Services
Education
Texas A&M University 2002 — 2006
BS, Economics
Juanita Beasley's Fidelity Investments Experience 1996 - 1998
Job Tailor at JBeaz Custom Apparel
Industry Apparel & Fashion
Experience
JBeaz Custom Apparel January 2000 - Present
Member Solutions January 2013 - July 2013
Boston Elite Coach Inc 2001 - 2001
NCO Financial Investigative Services 1998 - 2001
Nita's Beauty Salon 1976 - 2000
Delaware Valley Financial Group, LLC 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Tailoring, Fashion Design, Sewing, Apparel, Barbering, Textiles, Styling, Hair Cutting, Pattern, Trend Analysis, Photography, Fashion Shows, Wardrobe, Fashion, Retail, hair Styling, Merchandising, Social Media, Social Media Marketing, Social Networking
Education
Tri-City Barbering 1990 — 1991
Licentiate degree, Barbering/Barber
Craft School of Tailoring 1984 — 1985
Diploma, Tailoring
Temple University 1981 — 1984
JBeaz Custom Apparel January 2000 - Present
Member Solutions January 2013 - July 2013
Boston Elite Coach Inc 2001 - 2001
NCO Financial Investigative Services 1998 - 2001
Nita's Beauty Salon 1976 - 2000
Delaware Valley Financial Group, LLC 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Tailoring, Fashion Design, Sewing, Apparel, Barbering, Textiles, Styling, Hair Cutting, Pattern, Trend Analysis, Photography, Fashion Shows, Wardrobe, Fashion, Retail, hair Styling, Merchandising, Social Media, Social Media Marketing, Social Networking
Education
Tri-City Barbering 1990 — 1991
Licentiate degree, Barbering/Barber
Craft School of Tailoring 1984 — 1985
Diploma, Tailoring
Temple University 1981 — 1984
Dean Johnson, CFP®'s Fidelity Investments Experience October 2011 - April 2012
Job Business Development @ Willis Johnson & Associates
Industry Financial Services
Experience
Willis Johnson & Associates April 2012 - Present
Houston A&M Club January 2014 - Present
Fidelity Investments October 2011 - April 2012
Fidelity Investments October 2010 - October 2011
Skills
Series 7, Investments, Series 63, Strategic Financial..., Retirement Planning, Certified Financial..., Estate Planning, Financial Planning, Finance, YouTube, Constant Contact
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Willis Johnson & Associates April 2012 - Present
Houston A&M Club January 2014 - Present
Fidelity Investments October 2011 - April 2012
Fidelity Investments October 2010 - October 2011
Skills
Series 7, Investments, Series 63, Strategic Financial..., Retirement Planning, Certified Financial..., Estate Planning, Financial Planning, Finance, YouTube, Constant Contact
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Jon-Michael Morrison's Fidelity Investments Experience March 2010 - Present
Job Financial Operations Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
United States Army August 2009 - February 2011
Skills
Leadership, Process Improvement, Investments
Education
Texas A&M University 2004 — 2008
Bachelor of Arts, Political Science
Fidelity Investments March 2010 - Present
United States Army August 2009 - February 2011
Skills
Leadership, Process Improvement, Investments
Education
Texas A&M University 2004 — 2008
Bachelor of Arts, Political Science
Charles Massey's Fidelity Investments Experience April 2015 - Present
Job Financial Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
E*TRADE Financial December 2011 - April 2015
Chase Investment Services June 2010 - November 2011
JPMorgan Chase September 2007 - May 2010
Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans
Education
Tennessee Technological University - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Fidelity Investments April 2015 - Present
E*TRADE Financial December 2011 - April 2015
Chase Investment Services June 2010 - November 2011
JPMorgan Chase September 2007 - May 2010
Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans
Education
Tennessee Technological University - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Nicholas Kapur's Fidelity Investments Experience 2011 - 2011
Job Student at Texas A&M University
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - 2011
Dean Foods May 2010 - August 2010
Skills
Microsoft Office, Excel, Word, Java, VB.NET, ASP.NET, HTML + CSS, JavaScript, Haskell, SQL, Access, C, VBA, C#
Education
Texas A&M University 2008 — 2012
Texas Academy of Math and Science 2006 — 2008
High School Diploma, N/A, 3.6
Fidelity Investments 2011 - 2011
Dean Foods May 2010 - August 2010
Skills
Microsoft Office, Excel, Word, Java, VB.NET, ASP.NET, HTML + CSS, JavaScript, Haskell, SQL, Access, C, VBA, C#
Education
Texas A&M University 2008 — 2012
Texas Academy of Math and Science 2006 — 2008
High School Diploma, N/A, 3.6
Yash Chitneni's Fidelity Investments Experience May 2015 - Present
Job Software Development Intern at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
Improving Enterprises April 2014 - April 2015
Skills
Java, JavaScript, CSS, HTML5, JSON, Unit Testing, Selenium Testing, Spring Framework, AccuRev, Scrum, Python, SQL, C++, MS Office Suite, Digital Photography, Adobe Creative Suite, Microsoft Office
Education
Texas A&M University 2011 — 2015
Bachelor's Degree, Computer Science
Fidelity Investments May 2015 - Present
Improving Enterprises April 2014 - April 2015
Skills
Java, JavaScript, CSS, HTML5, JSON, Unit Testing, Selenium Testing, Spring Framework, AccuRev, Scrum, Python, SQL, C++, MS Office Suite, Digital Photography, Adobe Creative Suite, Microsoft Office
Education
Texas A&M University 2011 — 2015
Bachelor's Degree, Computer Science
Justin Broderhausen's Fidelity Investments Experience July 2013 - Present
Job Attended Texas A&M University
Industry Computer Software
Experience
Fidelity Investments July 2013 - Present
Datatrak International, Inc July 2012 - April 2013
Brookshire Grocery Company May 2010 - August 2010
Skills
Well versed in C++, C#,..., Well versed in Java and..., Basic Python and MATLAB..., Trained to work on..., Experience with Windows...
Education
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Texas A&M University 2008 — 2012
Minor, Mathematics
Fidelity Investments July 2013 - Present
Datatrak International, Inc July 2012 - April 2013
Brookshire Grocery Company May 2010 - August 2010
Skills
Well versed in C++, C#,..., Well versed in Java and..., Basic Python and MATLAB..., Trained to work on..., Experience with Windows...
Education
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Texas A&M University 2008 — 2012
Minor, Mathematics
Jake Rather's Fidelity Investments Experience May 2010 - Present
Job Financial Planning and Education
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - Present
TD Ameritrade November 2005 - November 2006
US Navy February 1996 - August 2001
Skills
401k, Financial Planning, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
University of North Texas 2005 — 2007
Master of Business Administration (MBA), Finance, General
Texas A&M University 2002 — 2004
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments May 2010 - Present
Fidelity Investments November 2006 - Present
TD Ameritrade November 2005 - November 2006
US Navy February 1996 - August 2001
Skills
401k, Financial Planning, Investments, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
University of North Texas 2005 — 2007
Master of Business Administration (MBA), Finance, General
Texas A&M University 2002 — 2004
Bachelor of Arts (B.A.), Communication, General
Allie Austin's Fidelity Investments Experience July 2013 - June 2014
Job Program and Volunteer Coordinator at Community Partners of Dallas
Industry
Experience
Community Partners of Dallas September 2014 - Present
Fidelity Investments July 2013 - June 2014
Texas A&M University February 2012 - May 2013
Parker School Uniforms, LLC May 2010 - August 2012
Memorial Student Center Bookstore August 2010 - December 2010
Lifetime Fitness January 2010 - May 2010
Texas Roadhouse May 2009 - October 2009
Skills
Public Relations, Public Speaking
Education
Texas A&M University 2010 — 2013
Bachelor of Arts (B.A.), Communication, General, 3.024
Community Partners of Dallas September 2014 - Present
Fidelity Investments July 2013 - June 2014
Texas A&M University February 2012 - May 2013
Parker School Uniforms, LLC May 2010 - August 2012
Memorial Student Center Bookstore August 2010 - December 2010
Lifetime Fitness January 2010 - May 2010
Texas Roadhouse May 2009 - October 2009
Skills
Public Relations, Public Speaking
Education
Texas A&M University 2010 — 2013
Bachelor of Arts (B.A.), Communication, General, 3.024
Daniel Bartel's Fidelity Investments Experience May 2013 - August 2013
Job Intern at @hand Corporation
Industry Computer Software
Experience
Fidelity Investments May 2013 - August 2013
City of Plano May 2009 - August 2013
Skills
Python, Unix Shell Scripting, Java, Subversion, C++, HTML, Ant, Git, JavaScript, PHP, MySQL, C#, CSS
Education
Texas A&M University 2011 — 2015
Bachelor of Science (BS), Computer Science
Fidelity Investments May 2013 - August 2013
City of Plano May 2009 - August 2013
Skills
Python, Unix Shell Scripting, Java, Subversion, C++, HTML, Ant, Git, JavaScript, PHP, MySQL, C#, CSS
Education
Texas A&M University 2011 — 2015
Bachelor of Science (BS), Computer Science
Alfonso Flores, C.P.A.'s Fidelity Investments Experience March 2012 - Present
Job Fund Reporting Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Capital Analytics April 2007 - March 2012
SourceHOV Business Communication Services March 2004 - March 2007
EMC Mortgage January 2002 - March 2004
Deloitte September 2000 - December 2001
Skills
Financial Analysis, Accounting, Finance, Auditing, Mutual Funds, Financial Accounting, Securities, Equities, Financial Reporting, Financial Services, GAAP, Investments, SEC Filings, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Planning, Microsoft Office, Valuation, Microsoft Excel, Fund Accounting, Analysis, Bloomberg, CPA, Banking, Financial Statements, Microsoft Word
Education
Texas A&M University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 1995 — 2000
Master of Science (MS), Finance, General
Fidelity Investments March 2012 - Present
Capital Analytics April 2007 - March 2012
SourceHOV Business Communication Services March 2004 - March 2007
EMC Mortgage January 2002 - March 2004
Deloitte September 2000 - December 2001
Skills
Financial Analysis, Accounting, Finance, Auditing, Mutual Funds, Financial Accounting, Securities, Equities, Financial Reporting, Financial Services, GAAP, Investments, SEC Filings, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Planning, Microsoft Office, Valuation, Microsoft Excel, Fund Accounting, Analysis, Bloomberg, CPA, Banking, Financial Statements, Microsoft Word
Education
Texas A&M University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 1995 — 2000
Master of Science (MS), Finance, General
Alex Nesterenko's Fidelity Investments Experience June 2015 - Present
Job Business Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Texas A&M University-College of Education January 2014 - Present
Texas A&M University October 2013 - Present
Hawk Group of Companies June 2014 - August 2014
Costco Wholesale Canada May 2012 - August 2014
Skills
Python, Java, Microsoft Office, Minitab, Microsoft Excel
Education
Texas A&M University 2012 — 2016
College of Science, Applied Mathematics in Actuarial Science, Senior
Fidelity Investments June 2015 - Present
Texas A&M University-College of Education January 2014 - Present
Texas A&M University October 2013 - Present
Hawk Group of Companies June 2014 - August 2014
Costco Wholesale Canada May 2012 - August 2014
Skills
Python, Java, Microsoft Office, Minitab, Microsoft Excel
Education
Texas A&M University 2012 — 2016
College of Science, Applied Mathematics in Actuarial Science, Senior
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank