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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
Naheeda Nelson Naheeda Nelson's Fidelity Investments Experience July 2012 - October 2013
Job Senior Technical Writer
Industry Computer Software
Experience
Calix October 2013 - Present
Fidelity Investments July 2012 - October 2013
GE Healthcare September 2007 - June 2012
SENTEL Corporation July 2004 - September 2007
University of North Texas September 2001 - May 2005
VarTec Telecom September 2003 - April 2004
Macromedia October 2001 - August 2003
TIR (Technology Interchange Resources) January 2002 - March 2003
Kudos Information for Nokia Networks January 2001 - October 2001
NEC August 2000 - January 2001
Skills
Technical Writing, Software Documentation, Online Help, Technical Documentation, RoboHelp, FrameMaker, Visio, Adobe Acrobat, Technical Communication, SnagIt, Instructional Design, User Experience, Agile Methodologies, Microsoft Office, HTML, MadCap Flare, Scrum, SharePoint, Content Management, Dreamweaver, ClearQuest, Quality Center, Web Design, Training Delivery, Release Notes, SDLC, ClearCase, Online Help Development, Context-sensitive Help, Web Development, CSS, Web Site Production, Six Sigma, Google Analytics, User Documentation, Professional Writing, Certified Nutrition and..., Certified Agile..., Adobe Technical..., Agile Application..., ITIL v3 Foundations..., Fidelity Agile..., Lean IT, Workflow Diagrams, Engineering..., Version Control Tools, Professional Instruction, Resume Writing, Author-it, Captivate
Education
University of North Texas 1997 — 2000
MA, English/Technical Writing
Texas A&M University 1993 — 1997
BA, English
Calix October 2013 - Present
Fidelity Investments July 2012 - October 2013
GE Healthcare September 2007 - June 2012
SENTEL Corporation July 2004 - September 2007
University of North Texas September 2001 - May 2005
VarTec Telecom September 2003 - April 2004
Macromedia October 2001 - August 2003
TIR (Technology Interchange Resources) January 2002 - March 2003
Kudos Information for Nokia Networks January 2001 - October 2001
NEC August 2000 - January 2001
Skills
Technical Writing, Software Documentation, Online Help, Technical Documentation, RoboHelp, FrameMaker, Visio, Adobe Acrobat, Technical Communication, SnagIt, Instructional Design, User Experience, Agile Methodologies, Microsoft Office, HTML, MadCap Flare, Scrum, SharePoint, Content Management, Dreamweaver, ClearQuest, Quality Center, Web Design, Training Delivery, Release Notes, SDLC, ClearCase, Online Help Development, Context-sensitive Help, Web Development, CSS, Web Site Production, Six Sigma, Google Analytics, User Documentation, Professional Writing, Certified Nutrition and..., Certified Agile..., Adobe Technical..., Agile Application..., ITIL v3 Foundations..., Fidelity Agile..., Lean IT, Workflow Diagrams, Engineering..., Version Control Tools, Professional Instruction, Resume Writing, Author-it, Captivate
Education
University of North Texas 1997 — 2000
MA, English/Technical Writing
Texas A&M University 1993 — 1997
BA, English
Brittany Hankamer, SPHR Brittany Hankamer, SPHR's Fidelity Investments Experience October 2007 - March 2012
Job Director, Human Resources at Halliburton
Industry Oil & Energy
Experience
Halliburton January 2015 - Present
Halliburton January 2014 - Present
Halliburton May 2013 - December 2013
Halliburton April 2012 - May 2013
Fidelity Investments October 2007 - March 2012
Chevron Phillips Chemical Company 2006 - 2007
Chevron Phillips Chemical Company 2004 - 2005
Harold's 2002 - 2004
Skills
Succession Planning, Talent Management, Benefits Administration, Financial Services, Deferred Compensation, Performance Management, Talent Acquisition, Workforce Planning, Employee Training, 401k, Retirement, Relationship Management, Leadership Development, Human Resources, Employee Benefits, Employee Relations
Education
Texas A&M University
BBA, Management
Halliburton January 2015 - Present
Halliburton January 2014 - Present
Halliburton May 2013 - December 2013
Halliburton April 2012 - May 2013
Fidelity Investments October 2007 - March 2012
Chevron Phillips Chemical Company 2006 - 2007
Chevron Phillips Chemical Company 2004 - 2005
Harold's 2002 - 2004
Skills
Succession Planning, Talent Management, Benefits Administration, Financial Services, Deferred Compensation, Performance Management, Talent Acquisition, Workforce Planning, Employee Training, 401k, Retirement, Relationship Management, Leadership Development, Human Resources, Employee Benefits, Employee Relations
Education
Texas A&M University
BBA, Management
Bettie M Conklin Bettie M Conklin's Fidelity Investments Experience November 2013 - Present
Job RTRP Tax Preparer & Financial Associate I can help you save time, money and worry!
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
HR Block January 1994 - Present
US C May 2010 - August 2010
Sam's Club July 1991 - August 1995
Skills
QuickBooks, Public Speaking, Financial Analysis, Sales, Customer Service, Teaching, Small Business, Budgets, Accounting, Leadership, Tax Preparation, Marketing, Public Relations, Tax Law, Financial Services, Tax Accounting, Employee Training, Business Development, Rental Management, Creative Problem Solving, Building Relationships, Microsoft Office, Retirement Planning, Financial Audits, Payroll, Finance, Financial Reporting, Auditing, Tax, Analysis, Time Management, Team Building, Microsoft Excel, Customer Satisfaction, Team Leadership, Data Analysis, Training, Process Improvement, Microsoft Word, Problem Solving
Education
Texas A&M University-Commerce 1973 — 1976
Bachelor of Business Administration, Marketing, 3.5/4.0
Portsmouth High School 1969 — 1972
High School Diploma, Portsmouth, Rhode Island
Fidelity Investments November 2013 - Present
HR Block January 1994 - Present
US C May 2010 - August 2010
Sam's Club July 1991 - August 1995
Skills
QuickBooks, Public Speaking, Financial Analysis, Sales, Customer Service, Teaching, Small Business, Budgets, Accounting, Leadership, Tax Preparation, Marketing, Public Relations, Tax Law, Financial Services, Tax Accounting, Employee Training, Business Development, Rental Management, Creative Problem Solving, Building Relationships, Microsoft Office, Retirement Planning, Financial Audits, Payroll, Finance, Financial Reporting, Auditing, Tax, Analysis, Time Management, Team Building, Microsoft Excel, Customer Satisfaction, Team Leadership, Data Analysis, Training, Process Improvement, Microsoft Word, Problem Solving
Education
Texas A&M University-Commerce 1973 — 1976
Bachelor of Business Administration, Marketing, 3.5/4.0
Portsmouth High School 1969 — 1972
High School Diploma, Portsmouth, Rhode Island
Catherine Sherrill Catherine Sherrill's Fidelity Investments Experience April 2015 - Present
Job College Tutor at Camp Concierge
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Camp Concierge August 2015 - Present
Ben E. Keith Beverages January 2013 - August 2015
XTO Energy October 2012 - April 2015
Silver Creek Ranch October 2014 - March 2015
3 Sisters Unique April 2014 - June 2014
First Command Financial Services February 2012 - October 2012
MWR August 2009 - February 2012
Skills
Microsoft Certified..., Visio, Essbase, Windows Sharepoint..., Lotus Notes, AS400 Administration, HTML, SQL, Dreamweaver, Access Database, Visual Basic
Education
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (MBA)
Texas Christian University 2009 — 2013
Bachelor of Arts (B.A.), Accounting & Business Information Systems
All Saints Episcopal School
High School
Fidelity Investments April 2015 - Present
Camp Concierge August 2015 - Present
Ben E. Keith Beverages January 2013 - August 2015
XTO Energy October 2012 - April 2015
Silver Creek Ranch October 2014 - March 2015
3 Sisters Unique April 2014 - June 2014
First Command Financial Services February 2012 - October 2012
MWR August 2009 - February 2012
Skills
Microsoft Certified..., Visio, Essbase, Windows Sharepoint..., Lotus Notes, AS400 Administration, HTML, SQL, Dreamweaver, Access Database, Visual Basic
Education
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (MBA)
Texas Christian University 2009 — 2013
Bachelor of Arts (B.A.), Accounting & Business Information Systems
All Saints Episcopal School
High School
Jake Townsend Jake Townsend's Fidelity Investments Experience May 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Northwestern Mutual August 2013 - May 2014
Texas Parks and Wildlife Department June 2013 - May 2014
Brookshire Grocery Company May 2011 - August 2011
Skills
Microsoft Office, Financial Accounting, Insurance, Real Estate, Marketing Strategy, Sales, Financial Analysis
Education
Texas A&M University - Mays Business School 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Tyler Junior College 2010 — 2011
Robert E. Lee High School 2006 — 2010
Fidelity Investments May 2014 - Present
Northwestern Mutual August 2013 - May 2014
Texas Parks and Wildlife Department June 2013 - May 2014
Brookshire Grocery Company May 2011 - August 2011
Skills
Microsoft Office, Financial Accounting, Insurance, Real Estate, Marketing Strategy, Sales, Financial Analysis
Education
Texas A&M University - Mays Business School 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Tyler Junior College 2010 — 2011
Robert E. Lee High School 2006 — 2010
Chrissie Thornburg Chrissie Thornburg's Fidelity Investments Experience June 2012 - July 2014
Job English Teacher at Dallas Independent School District
Industry Information Technology and Services
Experience
Dallas Independent School District August 2014 - Present
Fidelity Investments June 2012 - July 2014
Thomson Reuters November 2007 - June 2012
Skills
Copy Editing, Content Management, Editing, AP Style, Proofreading, Writing, Publishing, Adobe Acrobat, Newsletters, Ap Style, Technical Writing, Copywriting, Editorial, Creative Writing, Blogging, Microsoft Office
Education
University of North Texas 2007 — 2012
Master of Arts (M.A.), Creative Writing
Texas Christian University 2002 — 2006
BA, English
Dallas Independent School District August 2014 - Present
Fidelity Investments June 2012 - July 2014
Thomson Reuters November 2007 - June 2012
Skills
Copy Editing, Content Management, Editing, AP Style, Proofreading, Writing, Publishing, Adobe Acrobat, Newsletters, Ap Style, Technical Writing, Copywriting, Editorial, Creative Writing, Blogging, Microsoft Office
Education
University of North Texas 2007 — 2012
Master of Arts (M.A.), Creative Writing
Texas Christian University 2002 — 2006
BA, English
Zak Waddell's Fidelity Investments Experience January 2007 - July 2008
Job Executive Sales at Newpark Drilling Fluids
Industry Oil & Energy
Experience
Newpark Drilling Fluids April 2014 - Present
AIP Energy Inc. September 2013 - April 2014
The Bachelorette March 2013 - August 2013
AIP Energy Inc. March 2012 - March 2013
Alliance Drilling Fluids, LLC February 2011 - March 2012
Kona Ice February 2010 - January 2011
MD Sass July 2008 - July 2009
Fidelity Investments January 2007 - July 2008
United States Senate January 2006 - February 2007
Harvard Business School March 2003 - February 2004
Skills
Financial Industry..., Alliance Mud School – 3..., Investments, Finance, Sales, Hedge Funds, Securities, Petroleum, Oil/Gas, Drilling, Oilfield, Microsoft Office, Microsoft Excel, PowerPoint, Operations Management, Management, Analysis, Start-ups, Contract Negotiation, Business Planning, Business Development, Corporate Finance, Oil & Gas, Energy Industry, Gas
Education
The University of Dallas 2005 — 2007
Masters of Humanities, Philosophy and Religious Studies, 3.4
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology & English, 3.1
Newpark Drilling Fluids April 2014 - Present
AIP Energy Inc. September 2013 - April 2014
The Bachelorette March 2013 - August 2013
AIP Energy Inc. March 2012 - March 2013
Alliance Drilling Fluids, LLC February 2011 - March 2012
Kona Ice February 2010 - January 2011
MD Sass July 2008 - July 2009
Fidelity Investments January 2007 - July 2008
United States Senate January 2006 - February 2007
Harvard Business School March 2003 - February 2004
Skills
Financial Industry..., Alliance Mud School – 3..., Investments, Finance, Sales, Hedge Funds, Securities, Petroleum, Oil/Gas, Drilling, Oilfield, Microsoft Office, Microsoft Excel, PowerPoint, Operations Management, Management, Analysis, Start-ups, Contract Negotiation, Business Planning, Business Development, Corporate Finance, Oil & Gas, Energy Industry, Gas
Education
The University of Dallas 2005 — 2007
Masters of Humanities, Philosophy and Religious Studies, 3.4
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Psychology & English, 3.1
Amelia Headden Amelia Headden's Fidelity Investments Experience May 2015 - Present
Job Electronic Publishing Specialist IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2008 - May 2015
Dominion Enterprises May 2007 - June 2008
Skills
Typesetting, Proofreading, Fonts, Layout, Adobe Acrobat, Microsoft Office, Quicksilver, Close Attention to..., Written & Verbal..., Team Leadership, Cross-functional Team..., Works well with a team, Works well individually, Employee Training, Identifying Issues, Identifying Process..., Procedure Creation, Job Aids, Procedure Development, Risk Assessment, Embraces Change, Always Willing to Learn, Flexibility, Meeting Planning, Meeting Scheduling, Leading Meetings, Written & Oral..., High Level Of Accuracy, Organization, Meet Deadlines, Preparedness, Strategic Planning, Production Managment, Positive Can-do Attitude, Multitasking Skills, Asking Questions, Question Answering, Mentoring, Highly Dedicated, Magazines, Leadership, Advertising, Customer Service, Web Content Management, Publishing
Education
Texas A&M University-Commerce 2002 — 2007
Bachelor of Science (B.S.), Journalism
Fidelity Investments May 2015 - Present
Fidelity Investments June 2008 - May 2015
Dominion Enterprises May 2007 - June 2008
Skills
Typesetting, Proofreading, Fonts, Layout, Adobe Acrobat, Microsoft Office, Quicksilver, Close Attention to..., Written & Verbal..., Team Leadership, Cross-functional Team..., Works well with a team, Works well individually, Employee Training, Identifying Issues, Identifying Process..., Procedure Creation, Job Aids, Procedure Development, Risk Assessment, Embraces Change, Always Willing to Learn, Flexibility, Meeting Planning, Meeting Scheduling, Leading Meetings, Written & Oral..., High Level Of Accuracy, Organization, Meet Deadlines, Preparedness, Strategic Planning, Production Managment, Positive Can-do Attitude, Multitasking Skills, Asking Questions, Question Answering, Mentoring, Highly Dedicated, Magazines, Leadership, Advertising, Customer Service, Web Content Management, Publishing
Education
Texas A&M University-Commerce 2002 — 2007
Bachelor of Science (B.S.), Journalism
Lynn Hess's Fidelity Investments Experience July 2010 - March 2015
Job Proofreader at Ivie
Industry Publishing
Experience
Ivie March 2015 - Present
Lynn Hess Consulting and Communications, LLC June 2006 - Present
Fidelity Investments July 2010 - March 2015
Carvel Ice Cream/Focus Brands May 2003 - December 2004
White Rock Pediatrics, PA July 1993 - February 2000
Piper Industries of Texas, Inc. 1990 - 1993
Skills
Editing, Proofreading, Microsoft Office, Microsoft Excel, PowerPoint, Ghostwriting, Outlook, Payroll, Accounts Payable, Human Development, Copy Editing, Publishing, Editorial, Customer Service, Coaching, Advertising, Books, Public Relations, Web Content, Training, Newsletters, Blogging, Content Development, Nonprofits, Research, Ebooks, Online Publishing, Publications, Non-fiction, Published Author
Education
Texas A&M University-Commerce 1993 — 1995
Bachelor of Arts, Literature and Languages, Marketing
NCTC (North Central Texas College) 2007 — 2007
Certificate in Advanced MS Word
CoachU
Graduate, Life Coaching
Martha Beck Life Coach Training
Graduate
PRINT Strategies
Certified PRINT Coach
Ivie March 2015 - Present
Lynn Hess Consulting and Communications, LLC June 2006 - Present
Fidelity Investments July 2010 - March 2015
Carvel Ice Cream/Focus Brands May 2003 - December 2004
White Rock Pediatrics, PA July 1993 - February 2000
Piper Industries of Texas, Inc. 1990 - 1993
Skills
Editing, Proofreading, Microsoft Office, Microsoft Excel, PowerPoint, Ghostwriting, Outlook, Payroll, Accounts Payable, Human Development, Copy Editing, Publishing, Editorial, Customer Service, Coaching, Advertising, Books, Public Relations, Web Content, Training, Newsletters, Blogging, Content Development, Nonprofits, Research, Ebooks, Online Publishing, Publications, Non-fiction, Published Author
Education
Texas A&M University-Commerce 1993 — 1995
Bachelor of Arts, Literature and Languages, Marketing
NCTC (North Central Texas College) 2007 — 2007
Certificate in Advanced MS Word
CoachU
Graduate, Life Coaching
Martha Beck Life Coach Training
Graduate
PRINT Strategies
Certified PRINT Coach
Natalie White's Fidelity Investments Experience March 2007 - March 2010
Job Software Developer at PDX, Inc.
Industry Computer Software
Experience
PDX, Inc. May 2015 - Present
CyberSource a Visa company March 2010 - May 2015
Fidelity Investments March 2007 - March 2010
Motorola October 2006 - March 2007
Motorola June 2004 - October 2006
Skills
Agile Methodologies, Java, Unix, XML, Eclipse, Ant, Integration, ClearCase, C++, Oracle, SQL, Java Enterprise Edition, CVS, Testing, MySQL, Hibernate, PL/SQL, Perl, Programming, Web Services, Maven, Informatica, C, JDBC, Agile, Puppet, Rational AppScan, Fortify, SharePoint, Rally, JIRA
Education
Texas Christian University 2001 — 2005
BS, Computer Science
Texas Christian University 2001 — 2005
BS, Mathematics
Dunbar HSEP 1997 — 2001
High School Diploma, Science and Engineering
PDX, Inc. May 2015 - Present
CyberSource a Visa company March 2010 - May 2015
Fidelity Investments March 2007 - March 2010
Motorola October 2006 - March 2007
Motorola June 2004 - October 2006
Skills
Agile Methodologies, Java, Unix, XML, Eclipse, Ant, Integration, ClearCase, C++, Oracle, SQL, Java Enterprise Edition, CVS, Testing, MySQL, Hibernate, PL/SQL, Perl, Programming, Web Services, Maven, Informatica, C, JDBC, Agile, Puppet, Rational AppScan, Fortify, SharePoint, Rally, JIRA
Education
Texas Christian University 2001 — 2005
BS, Computer Science
Texas Christian University 2001 — 2005
BS, Mathematics
Dunbar HSEP 1997 — 2001
High School Diploma, Science and Engineering
Dexter Nguyen Dexter Nguyen's Fidelity Investments Experience April 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Diodes Inc June 2012 - December 2012
Diodes Inc May 2010 - July 2010
Maxim Integrated Products May 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Finance, Auditing, Management, Financial Modeling, Microsoft Office, Analysis, PowerPoint, Microsoft Word, Leadership, Budget Forecasts, Budgeting & Forecasting, Data Analysis, Corporate Finance, Forecasting, Business Intelligence...
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Economics and Finance minor
Fidelity Investments April 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Diodes Inc June 2012 - December 2012
Diodes Inc May 2010 - July 2010
Maxim Integrated Products May 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Finance, Auditing, Management, Financial Modeling, Microsoft Office, Analysis, PowerPoint, Microsoft Word, Leadership, Budget Forecasts, Budgeting & Forecasting, Data Analysis, Corporate Finance, Forecasting, Business Intelligence...
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Economics and Finance minor
Vilma Fuller Vilma Fuller's Fidelity Investments Experience November 2013 - Present
Job Director of Finance
Industry Accounting
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - November 2013
RadioShack July 2012 - September 2012
Brinks Inc. April 2011 - July 2012
Brink's, Incorporated June 2010 - April 2011
Brinks Inc. July 2006 - June 2010
Brinks Inc. November 2005 - July 2006
Skills
Financial Analysis, Accounting, Budgeting, Forecasting, Accounts Receivable, Financial Reporting, Accounts Payable, Excel, Outlook, PeopleSoft, Lotus Notes, Business Analysis, Problem Solving, Strategic Planning, Compliance, Auditing, Access, Microsoft Office, Planning, Billing, Logistics, Financial Management, Banking, Data Analysis, Pricing, P&L, Business Planning, Financial Modeling
Education
Texas A&M University-Commerce 2003 — 2005
Accounting and MBA, Accounting
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - November 2013
RadioShack July 2012 - September 2012
Brinks Inc. April 2011 - July 2012
Brink's, Incorporated June 2010 - April 2011
Brinks Inc. July 2006 - June 2010
Brinks Inc. November 2005 - July 2006
Skills
Financial Analysis, Accounting, Budgeting, Forecasting, Accounts Receivable, Financial Reporting, Accounts Payable, Excel, Outlook, PeopleSoft, Lotus Notes, Business Analysis, Problem Solving, Strategic Planning, Compliance, Auditing, Access, Microsoft Office, Planning, Billing, Logistics, Financial Management, Banking, Data Analysis, Pricing, P&L, Business Planning, Financial Modeling
Education
Texas A&M University-Commerce 2003 — 2005
Accounting and MBA, Accounting
Kurt Schaffenburg Kurt Schaffenburg's Fidelity Investments Experience October 2011 - July 2012
Job Technical Analysis | Design | Development | Conversions Independent Consultant
Industry Information Technology and Services
Experience
Independent Consultant, Contractor, and Teammate September 2011 - Present
McKesson (Contract) August 2013 - February 2014
Essilor January 2013 - May 2013
NTTDATA North America (Formerly Keane) October 2011 - August 2012
Fidelity Investments October 2011 - July 2012
Software Spectrum (Currently Insight) January 2001 - April 2011
Software Spectrum January 1998 - April 2011
Software Spectrum 1993 - 2001
Skills
SDLC, Oracle, Business Analysis, Integration, Microsoft SQL Server, Perl, SQL, UML, Requirements Analysis, PowerBuilder, Sybase, Csh, Ksh, Unix Scripting, Technical Business...
Education
The University of Texas at Arlington
General Business Studies
Texas Christian University
General Liberal Arts and also Accounting Studies
Independent Consultant, Contractor, and Teammate September 2011 - Present
McKesson (Contract) August 2013 - February 2014
Essilor January 2013 - May 2013
NTTDATA North America (Formerly Keane) October 2011 - August 2012
Fidelity Investments October 2011 - July 2012
Software Spectrum (Currently Insight) January 2001 - April 2011
Software Spectrum January 1998 - April 2011
Software Spectrum 1993 - 2001
Skills
SDLC, Oracle, Business Analysis, Integration, Microsoft SQL Server, Perl, SQL, UML, Requirements Analysis, PowerBuilder, Sybase, Csh, Ksh, Unix Scripting, Technical Business...
Education
The University of Texas at Arlington
General Business Studies
Texas Christian University
General Liberal Arts and also Accounting Studies
Robin Divine, CPP's Fidelity Investments Experience 2010 - December 2012
Job Benefits Services Specialist, HR and Payroll at Brazosport College
Industry Financial Services
Experience
Brazosport College November 2012 - Present
Fidelity Investments 2010 - December 2012
Fidelity Investments May 2005 - April 2010
Harvard University May 2003 - May 2005
SkillSoft August 2002 - May 2003
SimplexGrinnell March 2002 - July 2002
Raytheon April 1999 - December 2001
Travelers Insurance April 1986 - July 1993
Skills
Continuous Improvement, Payroll Taxes, PeopleSoft, Payroll, Benefits, Project Management, Client Relationship..., Leading People, Staff Mentoring, Client Interfacing, Client Services, Contract Management, Training & Development, Process Documentation, Employee Benefits, CRM, Leadership, Training, Employee Training, Change Management, Human Resources
Education
Texas A&M University-Commerce 1999 — 2001
MBA, HR Law
Stephen F Austin State University
Brazosport College November 2012 - Present
Fidelity Investments 2010 - December 2012
Fidelity Investments May 2005 - April 2010
Harvard University May 2003 - May 2005
SkillSoft August 2002 - May 2003
SimplexGrinnell March 2002 - July 2002
Raytheon April 1999 - December 2001
Travelers Insurance April 1986 - July 1993
Skills
Continuous Improvement, Payroll Taxes, PeopleSoft, Payroll, Benefits, Project Management, Client Relationship..., Leading People, Staff Mentoring, Client Interfacing, Client Services, Contract Management, Training & Development, Process Documentation, Employee Benefits, CRM, Leadership, Training, Employee Training, Change Management, Human Resources
Education
Texas A&M University-Commerce 1999 — 2001
MBA, HR Law
Stephen F Austin State University
Neal Humphrey Neal Humphrey's Fidelity Investments Experience October 1994 - August 1996
Job
Industry Computer Software
Experience
Think Finance August 2014 - Present
Raindrop Supply, Inc October 2008 - July 2014
Expresso Building Services, LLC April 2007 - July 2014
Intuit, Inc February 2003 - March 2007
Ericsson October 1999 - July 2002
Accenture June 1998 - October 1999
Fidelity Investments October 1994 - August 1996
Skills
Management Consulting, Product Management, Business Strategy, Operations Management, IT Management, Cloud Computing, Enterprise Software, Strategy, New Business Development, Entrepreneurship, Leadership, Cross-functional Team..., Start-ups, Outsourcing, Business Process..., General Awesomeness, Contract Negotiation, Process Improvement, Strategic Planning
Education
Texas A&M University - Mays Business School 1996 — 1998
MBA
Texas A&M University - Mays Business School 1989 — 1994
BBA, Finance
Nimitz High School 1985 — 1989
Diploma
Think Finance August 2014 - Present
Raindrop Supply, Inc October 2008 - July 2014
Expresso Building Services, LLC April 2007 - July 2014
Intuit, Inc February 2003 - March 2007
Ericsson October 1999 - July 2002
Accenture June 1998 - October 1999
Fidelity Investments October 1994 - August 1996
Skills
Management Consulting, Product Management, Business Strategy, Operations Management, IT Management, Cloud Computing, Enterprise Software, Strategy, New Business Development, Entrepreneurship, Leadership, Cross-functional Team..., Start-ups, Outsourcing, Business Process..., General Awesomeness, Contract Negotiation, Process Improvement, Strategic Planning
Education
Texas A&M University - Mays Business School 1996 — 1998
MBA
Texas A&M University - Mays Business School 1989 — 1994
BBA, Finance
Nimitz High School 1985 — 1989
Diploma
Josh Decker Josh Decker's Fidelity Investments Experience September 2000 - October 2003
Job Realtor at Dallas Luxury Realty
Industry Real Estate
Experience
Dallas Luxury Realty November 2013 - Present
Uptown Locators Brokerage Services April 2012 - November 2013
Silberman Realty & ApartmentWIZ April 2010 - April 2012
Aok Apartment Locators July 2008 - June 2009
Abio AHK Realty January 2007 - December 2007
ZipRealty January 2006 - December 2006
TD Ameritrade October 2003 - October 2004
Fidelity Investments September 2000 - October 2003
Skills
Investment Properties, Real Estate, Sellers, Investors, Relocation, Property Management, Foreclosures, Condos, Real Estate Transactions, Residential Homes, Rentals, Marketing, Short Sales, Commercial Real Estate, Buyer Representation, Leases, First Time Home Buyers
Education
Champions Real Estate 2005 — 2005
Real Estate License
Texas A&M Commerce 1997 — 2000
Bussiness
Dallas Luxury Realty November 2013 - Present
Uptown Locators Brokerage Services April 2012 - November 2013
Silberman Realty & ApartmentWIZ April 2010 - April 2012
Aok Apartment Locators July 2008 - June 2009
Abio AHK Realty January 2007 - December 2007
ZipRealty January 2006 - December 2006
TD Ameritrade October 2003 - October 2004
Fidelity Investments September 2000 - October 2003
Skills
Investment Properties, Real Estate, Sellers, Investors, Relocation, Property Management, Foreclosures, Condos, Real Estate Transactions, Residential Homes, Rentals, Marketing, Short Sales, Commercial Real Estate, Buyer Representation, Leases, First Time Home Buyers
Education
Champions Real Estate 2005 — 2005
Real Estate License
Texas A&M Commerce 1997 — 2000
Bussiness
Nipuna Perera Nipuna Perera's Fidelity Investments Experience July 2014 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Texas Christian University August 2009 - May 2012
Department of Computer Science Texas Christian University August 2009 - August 2010
Tier Logic (Pvt) Limited May 2010 - July 2010
Department of Mathematics, Texas Christian University January 2010 - April 2010
Institute of Java & Technological Studies January 2008 - September 2008
Skills
Java, MySQL, Windows, Mathematics, Databases, Microsoft Office, HTML, CSS, Research, Eclipse, Excel, JavaScript, Data Analysis, PHP, PowerPoint, Word, NetBeans, Software Development, C++, SQL, Programming, Access, Visio, XML, Visual Basic, J2SE, Visual Studio, JSP, AJAX, Photoshop, J2ME, C, Analysis, C#, Problem Solving, Writing, Teaching, Dreamweaver, Teamwork, UML, Linux, SharePoint, Microsoft Word, Testing, Matlab, Web Development, Android
Education
Texas Christian University 2009 — 2012
BSc, BA, Computer Science, Mathematics
Royal College, Colombo 07 1995 — 2008
High School, Science
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Texas Christian University August 2009 - May 2012
Department of Computer Science Texas Christian University August 2009 - August 2010
Tier Logic (Pvt) Limited May 2010 - July 2010
Department of Mathematics, Texas Christian University January 2010 - April 2010
Institute of Java & Technological Studies January 2008 - September 2008
Skills
Java, MySQL, Windows, Mathematics, Databases, Microsoft Office, HTML, CSS, Research, Eclipse, Excel, JavaScript, Data Analysis, PHP, PowerPoint, Word, NetBeans, Software Development, C++, SQL, Programming, Access, Visio, XML, Visual Basic, J2SE, Visual Studio, JSP, AJAX, Photoshop, J2ME, C, Analysis, C#, Problem Solving, Writing, Teaching, Dreamweaver, Teamwork, UML, Linux, SharePoint, Microsoft Word, Testing, Matlab, Web Development, Android
Education
Texas Christian University 2009 — 2012
BSc, BA, Computer Science, Mathematics
Royal College, Colombo 07 1995 — 2008
High School, Science
Emily Lester's Fidelity Investments Experience June 2010 - April 2011
Job Consulting Manager, Product Strategy at Compass Professional Health Services
Industry Health, Wellness and Fitness
Experience
Compass Professional Health Services June 2014 - Present
Compass Professional Health Services March 2012 - May 2014
Compass Professional Health Services April 2011 - February 2012
Fidelity Investments June 2010 - April 2011
Fidelity Investments January 2010 - March 2010
Sandow Media September 2009 - December 2009
Texas Christian University August 2008 - May 2009
TCU English Department August 2008 - May 2009
Magnolia January 2008 - May 2008
Magnolia Media Group January 2008 - May 2008
Skills
Data Analysis, Product Management, Leadership Development, Management, Healthcare, Healthcare Consulting, Facebook, Customer Service, Adobe Creative Suite, Windows, Research, Editing, Event Planning, Training, Team Leadership, Journalism, Strategic Planning
Education
Texas Christian University 2005 — 2009
BA English, English, Fashion Merchandising
Compass Professional Health Services June 2014 - Present
Compass Professional Health Services March 2012 - May 2014
Compass Professional Health Services April 2011 - February 2012
Fidelity Investments June 2010 - April 2011
Fidelity Investments January 2010 - March 2010
Sandow Media September 2009 - December 2009
Texas Christian University August 2008 - May 2009
TCU English Department August 2008 - May 2009
Magnolia January 2008 - May 2008
Magnolia Media Group January 2008 - May 2008
Skills
Data Analysis, Product Management, Leadership Development, Management, Healthcare, Healthcare Consulting, Facebook, Customer Service, Adobe Creative Suite, Windows, Research, Editing, Event Planning, Training, Team Leadership, Journalism, Strategic Planning
Education
Texas Christian University 2005 — 2009
BA English, English, Fashion Merchandising
Brandyn Hinnrichs Brandyn Hinnrichs's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
PGA of America July 2013 - August 2013
PGA of America May 2013 - June 2013
GoVision May 2011 - July 2012
American Pet Spa May 2010 - August 2010
Skills
Video, Teamwork, Customer Service, Event Management, Event Planning, Social Networking, Social Media, Social Media Marketing, Microsoft Office, Advertising, Microsoft Word
Education
Texas A&M Commerce 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Spanish
Argyle High School 2006 — 2010
Fidelity Investments June 2014 - Present
PGA of America July 2013 - August 2013
PGA of America May 2013 - June 2013
GoVision May 2011 - July 2012
American Pet Spa May 2010 - August 2010
Skills
Video, Teamwork, Customer Service, Event Management, Event Planning, Social Networking, Social Media, Social Media Marketing, Microsoft Office, Advertising, Microsoft Word
Education
Texas A&M Commerce 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Spanish
Argyle High School 2006 — 2010
Brandon Fawks Brandon Fawks's Fidelity Investments Experience June 2012 - August 2012
Job TCU Resident Advisor
Industry Financial Services
Experience
Saxon Mortgage June 2011 - Present
Fidelity Investments June 2012 - August 2012
Saxon Mortgage June 2011 - May 2012
The Ice Cream Place May 2007 - August 2010
Skills
Microsoft Office
Education
Texas Christian University 2009 — 2013
Finance & Accounting, Business
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Finance & Accounting
Saxon Mortgage June 2011 - Present
Fidelity Investments June 2012 - August 2012
Saxon Mortgage June 2011 - May 2012
The Ice Cream Place May 2007 - August 2010
Skills
Microsoft Office
Education
Texas Christian University 2009 — 2013
Finance & Accounting, Business
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Finance & Accounting
Drew Johnson Drew Johnson's Fidelity Investments Experience August 2015 - Present
Job FullStack Developer
Industry Online Media
Experience
Fidelity Investments August 2015 - Present
Magic Man Graphics and Web March 2008 - August 2015
AIM Consulting Group August 2014 - July 2015
Tragon Corporation March 2014 - July 2014
Verizon March 2012 - March 2014
Amplifi Commerce October 2011 - February 2012
Clear Channel Radio January 2011 - September 2011
Veracity Group January 2007 - January 2011
Skills
Web Design, Web Development, HTML5, Advanced CSS, jQuery, PHP, HTML/XML, JavaScript, UX/UI Design, Oracle SQL, Magento, VMware, AJAX, ActionScript, Flash Design, Illustrator, Photo Editing, Vector Illustration, Digital Illustration, Graphic Design, Graphic Arts, Motion Graphics, Photoshop, Video Editing, InDesign, Advertising, Flash, After Effects, Logo Design, Adobe Creative Suite, HTML 5, Information Architecture, Image Editing, User Experience, User Interface Design, Interaction Design, CSS, Front-end, E-commerce, User Interface, SEO, Agile Methodologies, Web Analytics, Mobile Devices, Graphics
Education
Art Institute of Dallas
classes towards BFA, Media Arts and Animation
Texas A&M University-Commerce
classes towards BA, Web and Graphic Design
Fidelity Investments August 2015 - Present
Magic Man Graphics and Web March 2008 - August 2015
AIM Consulting Group August 2014 - July 2015
Tragon Corporation March 2014 - July 2014
Verizon March 2012 - March 2014
Amplifi Commerce October 2011 - February 2012
Clear Channel Radio January 2011 - September 2011
Veracity Group January 2007 - January 2011
Skills
Web Design, Web Development, HTML5, Advanced CSS, jQuery, PHP, HTML/XML, JavaScript, UX/UI Design, Oracle SQL, Magento, VMware, AJAX, ActionScript, Flash Design, Illustrator, Photo Editing, Vector Illustration, Digital Illustration, Graphic Design, Graphic Arts, Motion Graphics, Photoshop, Video Editing, InDesign, Advertising, Flash, After Effects, Logo Design, Adobe Creative Suite, HTML 5, Information Architecture, Image Editing, User Experience, User Interface Design, Interaction Design, CSS, Front-end, E-commerce, User Interface, SEO, Agile Methodologies, Web Analytics, Mobile Devices, Graphics
Education
Art Institute of Dallas
classes towards BFA, Media Arts and Animation
Texas A&M University-Commerce
classes towards BA, Web and Graphic Design
George Holzwarth George Holzwarth's Fidelity Investments Experience June 2007 - June 2009
Job Sr. Analyst HRIS & Compensation at Waste Management
Industry Environmental Services
Experience
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Waste Management April 2013 - Present
Air Liquide November 2012 - March 2013
Waste Management August 2011 - October 2012
Waste Management, Inc. February 2011 - August 2011
Suddenlink Communications September 2010 - December 2010
ExxonMobil May 2010 - July 2010
Fidelity Investments June 2007 - June 2009
American Eagle Outfitters May 2006 - November 2006
Waddell & Reed January 2006 - April 2006
Raymond James May 2005 - August 2005
Skills
Customer Service, Organizational..., Excel, Problem Solving, Talent Acquisition, Strategic Planning, Analysis, Data Analysis, Workforce Planning, Strategic HR, Financial Analysis, Succession Planning, Performance Management, Strategic Partnerships, Key Performance..., Sales Compensation, Budgets, Recruiting, Onboarding, Management, Employee Relations, Talent Management, Human Resources, Sourcing, HRIS, Business Planning, Leadership, Microsoft Excel
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
University of Pittsburgh 2003 — 2006
Bachelor of Science, Finance
Montgomery High School 1999 — 2003
Sherrie Keylon, CFS®,CAS® Sherrie Keylon, CFS®,CAS®'s Fidelity Investments Experience November 1986 - May 1994
Job Supervisory Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
LPL Financial December 2014 - Present
NFP Advisor Services November 2008 - November 2014
National Financial Partners November 2008 - November 2014
MassMutual Financial Group July 2007 - October 2008
MassMutual Financial Group July 2006 - July 2007
MassMutual Financial Group June 2003 - May 2005
MassMutual Financial Group February 2002 - June 2003
MassMutual Financial Group January 1999 - December 2001
American Funds October 1995 - October 1997
Fidelity Investments November 1986 - May 1994
Skills
Series 24, Series 6, Securities, Compliance, Series 7, Annuities, Mutual Funds, Series 63, Financial Planning, Risk Management, Insurance, Investments, Series 53, Series 8, OSJ, Proofreading, Writing, Series 65, Licensed Life, Variable Annuities, Fixed Annuities, Term Life Insurance, IRAs, Trading, Financial Services, Life Insurance, Financial Advisory, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Retirement Planning, Wealth, 401k Rollovers, Morningstar, Alternative Investments, Options, Relationship Management, Personal Financial..., Stocks, Long-term Care, Wealth Management..., Life, Savings, High Net Worth..., Licensed Life Insurance..., Wealth Accumulation, Asset Allocation, Equities
Education
Texas A&M University-Commerce 1982 — 1986
B.S., Home Economics, Emphasis in Fashion Merchandising & Retail Mgmt., Minor in General Business
Reggie Terry Reggie Terry's Fidelity Investments Experience 2003 - 2008
Job Software Engineer
Industry Information Technology and Services
Experience
BNSF Railway July 2008 - October 2008
Fidelity Investments 2003 - 2008
Education
Texas A&M University-Commerce
BS, Computer Science
BNSF Railway July 2008 - October 2008
Fidelity Investments 2003 - 2008
Education
Texas A&M University-Commerce
BS, Computer Science
Chris Burkhard Chris Burkhard's Fidelity Investments Experience September 2000 - March 2010
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
Schwab Retirement Plan Services July 2011 - Present
New York Life Retirement Plan Services March 2010 - July 2011
Fidelity Investments September 2000 - March 2010
Skills
Series 24, Series 7,...
Education
Texas Christian University 1990 — 1994
Bachelor of Science (B.S.), Fitness Promotion
Schwab Retirement Plan Services July 2011 - Present
New York Life Retirement Plan Services March 2010 - July 2011
Fidelity Investments September 2000 - March 2010
Skills
Series 24, Series 7,...
Education
Texas Christian University 1990 — 1994
Bachelor of Science (B.S.), Fitness Promotion
John H. Astrello, PMP John H. Astrello, PMP's Fidelity Investments Experience 2012 - 2014
Job Information Technology Project Management Professional for Fortune 100 Companies
Industry Financial Services
Experience
VCE November 2014 - Present
Fidelity Investments 2012 - 2014
Pinnacle Project Management Consultants 2009 - 2012
Electronic Data Systems 2007 - 2009
Electronic Data Systems 2006 - 2007
Wachovia Corp. 2000 - 2006
Skills
Program Management, PMP, Project Management, Business Process..., PMO, Cross-functional Team..., Vendor Management, Management, Software Project..., Risk Management, Disaster Recovery, Process Improvement, SDLC, Governance, Start-ups, Business Strategy, CRM, Project Portfolio..., Enterprise Software, MS Project, Business Analysis, Leadership, IT Strategy, Business Process, Team Building, Consulting, Team Leadership, Cross Functional Team..., Budget Management, Thrive in..., Banking, Finance, Mortgage Banking, Investments, Sarbanes-Oxley Act, FINRA, Visio, Primavera P6, Agile & Waterfall..., Rapid Development, Iterative, Incremental, COTS, Full Life Cycle..., Fortune 100
Education
Texas A&M University
Certificate in Electronic Technology (Institute of Electronic Technology)
VCE November 2014 - Present
Fidelity Investments 2012 - 2014
Pinnacle Project Management Consultants 2009 - 2012
Electronic Data Systems 2007 - 2009
Electronic Data Systems 2006 - 2007
Wachovia Corp. 2000 - 2006
Skills
Program Management, PMP, Project Management, Business Process..., PMO, Cross-functional Team..., Vendor Management, Management, Software Project..., Risk Management, Disaster Recovery, Process Improvement, SDLC, Governance, Start-ups, Business Strategy, CRM, Project Portfolio..., Enterprise Software, MS Project, Business Analysis, Leadership, IT Strategy, Business Process, Team Building, Consulting, Team Leadership, Cross Functional Team..., Budget Management, Thrive in..., Banking, Finance, Mortgage Banking, Investments, Sarbanes-Oxley Act, FINRA, Visio, Primavera P6, Agile & Waterfall..., Rapid Development, Iterative, Incremental, COTS, Full Life Cycle..., Fortune 100
Education
Texas A&M University
Certificate in Electronic Technology (Institute of Electronic Technology)
Matthew Spangler Matthew Spangler's Fidelity Investments Experience June 2014 - August 2014
Job Healthcare Consultant at JTaylor
Industry Financial Services
Experience
JTaylor August 2015 - Present
Student Government Association May 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Samsung Telecommunications America July 2013 - September 2013
Skills
Databases, PowerPoint, Microsoft Excel, Leadership, Spanish, Microsoft Word, Microsoft Office, SharePoint, Access, Communication, Business Valuation, Microsoft Access, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Rockhurst Jesuit High School 2007 — 2011
High School
JTaylor August 2015 - Present
Student Government Association May 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Samsung Telecommunications America July 2013 - September 2013
Skills
Databases, PowerPoint, Microsoft Excel, Leadership, Spanish, Microsoft Word, Microsoft Office, SharePoint, Access, Communication, Business Valuation, Microsoft Access, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Rockhurst Jesuit High School 2007 — 2011
High School
Rory Strelchun Rory Strelchun's Fidelity Investments Experience May 2010 - August 2010
Job Sr. Financial Analyst at Honeywell
Industry Consumer Goods
Experience
Honeywell May 2015 - Present
BASF February 2014 - May 2015
BASF January 2013 - February 2014
BASF July 2011 - January 2013
Fidelity Investments May 2010 - August 2010
Allstate January 2010 - May 2010
Awareness Audiobooks May 2009 - August 2009
East PA Vending March 2005 - May 2009
Skills
Forecasting, Financial Modeling, Access, Corporate Finance, Auditing, Accounting, Internal Audit, Finance, Account Reconciliation, Analysis, Management, SAP, Tax, Microsoft Excel, Financial Analysis, Cost Accounting, Financial Reporting, Derivatives
Education
Texas A&M University-Commerce 2014 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2007 — 2011
Bachelors, Finance, Accounting
Honeywell May 2015 - Present
BASF February 2014 - May 2015
BASF January 2013 - February 2014
BASF July 2011 - January 2013
Fidelity Investments May 2010 - August 2010
Allstate January 2010 - May 2010
Awareness Audiobooks May 2009 - August 2009
East PA Vending March 2005 - May 2009
Skills
Forecasting, Financial Modeling, Access, Corporate Finance, Auditing, Accounting, Internal Audit, Finance, Account Reconciliation, Analysis, Management, SAP, Tax, Microsoft Excel, Financial Analysis, Cost Accounting, Financial Reporting, Derivatives
Education
Texas A&M University-Commerce 2014 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2007 — 2011
Bachelors, Finance, Accounting
Larry Belmontes, PMP®, CCP, CSM Larry Belmontes, PMP®, CCP, CSM's Fidelity Investments Experience January 2007 - April 2010
Job Software Engineering and Project Management Consultant
Industry Information Technology and Services
Experience
Veritude July 2012 - December 2013
LeapFrog Systems March 2011 - July 2012
Fidelity Investments January 2007 - April 2010
Fidelity Investments April 2005 - December 2006
Fidelity Investments August 2002 - March 2005
Fidelity Investments August 1998 - July 2002
Fidelity Investments August 1995 - July 1998
Fidelity Investments August 1993 - July 1995
Fidelity Investments August 1989 - July 1993
Fidelity Investments August 1987 - July 1989
Skills
Change Management, Agile Methodologies, SDLC, Software Development, Program Management, Software Design, Cross-functional Team..., Production Support, Team Building, Leadership, Strategy, Enterprise Software, Vendor Management, Software Project..., PMP, Requirements Analysis, Visio, Project Management, Business Analysis, Testing, MS Project, ITIL, Quality Assurance, Outsourcing, Management, PMO, Resource Management, Requirements Gathering, Data Center, Integration
Education
The University of Dallas
MBA
Texas A&M University-Corpus Christi
BSc
Veritude July 2012 - December 2013
LeapFrog Systems March 2011 - July 2012
Fidelity Investments January 2007 - April 2010
Fidelity Investments April 2005 - December 2006
Fidelity Investments August 2002 - March 2005
Fidelity Investments August 1998 - July 2002
Fidelity Investments August 1995 - July 1998
Fidelity Investments August 1993 - July 1995
Fidelity Investments August 1989 - July 1993
Fidelity Investments August 1987 - July 1989
Skills
Change Management, Agile Methodologies, SDLC, Software Development, Program Management, Software Design, Cross-functional Team..., Production Support, Team Building, Leadership, Strategy, Enterprise Software, Vendor Management, Software Project..., PMP, Requirements Analysis, Visio, Project Management, Business Analysis, Testing, MS Project, ITIL, Quality Assurance, Outsourcing, Management, PMO, Resource Management, Requirements Gathering, Data Center, Integration
Education
The University of Dallas
MBA
Texas A&M University-Corpus Christi
BSc
Tyler Schweyher Tyler Schweyher's Fidelity Investments Experience July 2012 - Present
Job Linux Administrator at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2012 - Present
Texas A&M Health Science Center February 2012 - April 2012
Fidelity Investments May 2011 - August 2011
Skills
Linux System...
Education
Texas A&M University - Mays Business School 2008 — 2012
MIS
Fidelity Investments July 2012 - Present
Texas A&M Health Science Center February 2012 - April 2012
Fidelity Investments May 2011 - August 2011
Skills
Linux System...
Education
Texas A&M University - Mays Business School 2008 — 2012
MIS
Rebecca Grubbs Rebecca Grubbs's Fidelity Investments Experience August 2011 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments January 2010 - August 2011
JP Morgan Chase May 2009 - January 2010
Fidelity Investments June 2007 - February 2009
Fidelity Investments August 2006 - June 2007
Fidelity Investments June 2005 - August 2006
TCU: American Advertising Federation August 2004 - May 2005
Southwest Securities May 2004 - August 2004
TCU: General Motors August 2003 - May 2004
Merrill Lynch May 2003 - May 2004
Skills
Series 63, Marketing, Banking, Leadership, CRM, Training, Management, Lead Generation, Selling, Business Planning, Sales, Process Improvement, 401k, Retirement, Finance, Series 7
Education
Texas Christian University 2002 — 2005
BBA, Marketing, Finance, Accounting
Granbury High School 1998 — 2001
Fidelity Investments August 2011 - Present
Fidelity Investments January 2010 - August 2011
JP Morgan Chase May 2009 - January 2010
Fidelity Investments June 2007 - February 2009
Fidelity Investments August 2006 - June 2007
Fidelity Investments June 2005 - August 2006
TCU: American Advertising Federation August 2004 - May 2005
Southwest Securities May 2004 - August 2004
TCU: General Motors August 2003 - May 2004
Merrill Lynch May 2003 - May 2004
Skills
Series 63, Marketing, Banking, Leadership, CRM, Training, Management, Lead Generation, Selling, Business Planning, Sales, Process Improvement, 401k, Retirement, Finance, Series 7
Education
Texas Christian University 2002 — 2005
BBA, Marketing, Finance, Accounting
Granbury High School 1998 — 2001
Don Baker's Fidelity Investments Experience March 1989 - January 1996
Job Director, Technology and Management Consulting at Hein & Associates, LLP
Industry Management Consulting
Experience
Hein & Associates, LLP February 2008 - Present
Hudson Highland Group December 2004 - January 2008
Fortune 500 companies November 2003 - January 2005
Comprehensive Software Systems January 2003 - November 2003
Accenture January 1996 - November 2001
Fidelity Investments March 1989 - January 1996
Fidelity Investments January 1984 - March 1989
Skills
Business Intelligence, CRM, Management Consulting, Process Improvement, ITIL, Auditing, Project Management, Enterprise Software, Information Technology, Consulting, Professional Services, COBIT, Sarbanes-Oxley, Data Warehousing, SDLC, Business Process, IT Strategy, Sarbanes-Oxley Act
Education
Texas Christian University 1978 — 1983
BBA, Finance
Hein & Associates, LLP February 2008 - Present
Hudson Highland Group December 2004 - January 2008
Fortune 500 companies November 2003 - January 2005
Comprehensive Software Systems January 2003 - November 2003
Accenture January 1996 - November 2001
Fidelity Investments March 1989 - January 1996
Fidelity Investments January 1984 - March 1989
Skills
Business Intelligence, CRM, Management Consulting, Process Improvement, ITIL, Auditing, Project Management, Enterprise Software, Information Technology, Consulting, Professional Services, COBIT, Sarbanes-Oxley, Data Warehousing, SDLC, Business Process, IT Strategy, Sarbanes-Oxley Act
Education
Texas Christian University 1978 — 1983
BBA, Finance
Keyur Sadhani Keyur Sadhani's Fidelity Investments Experience January 2007 - July 2008
Job Sr. Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte June 2014 - Present
Deloitte November 2010 - May 2014
Guidance Solutions June 2010 - September 2010
College of Architecture, Texas A & M University January 2009 - June 2010
Fidelity Investments January 2007 - July 2008
Patni Computer Systems Limited, India October 2006 - July 2008
Skills
Identity Management, Novell Identity Manager, Novell Access Manager, Aveksa AGS, Kerberos, Liberty - FF, Java, Eclipse, Tomcat 5, Apache 2, Git, Subversion, Data Warehousing, SQL Server, MySQL, PHP, Zend Framework, PostgreSQL, Toad, MS Project, Visio, MS Office, MS Access, Magento, Drupal, ECC6.0, Oracle 9i, Financial Accounting, Corporate Finance, XHTML, XML, CSS, JavaScript, Quality Center, Kintana, ADUC, Apache Studio, Windows 2008, Atlassian JIRA, Webistrano, Sungard Intellimatch, XTRAC, PHPUnit, Microsoft SQL Server, Business Analysis, Scrum, Web Development, Access, IAM
Education
Texas A&M University - Mays Business School 2008 — 2010
Master of Science, Management Information Systems
University of Mumbai 2002 — 2006
Bachelor's Degree, Electronics and Telecommunications Engineering, 3.83/4.0
Deloitte June 2014 - Present
Deloitte November 2010 - May 2014
Guidance Solutions June 2010 - September 2010
College of Architecture, Texas A & M University January 2009 - June 2010
Fidelity Investments January 2007 - July 2008
Patni Computer Systems Limited, India October 2006 - July 2008
Skills
Identity Management, Novell Identity Manager, Novell Access Manager, Aveksa AGS, Kerberos, Liberty - FF, Java, Eclipse, Tomcat 5, Apache 2, Git, Subversion, Data Warehousing, SQL Server, MySQL, PHP, Zend Framework, PostgreSQL, Toad, MS Project, Visio, MS Office, MS Access, Magento, Drupal, ECC6.0, Oracle 9i, Financial Accounting, Corporate Finance, XHTML, XML, CSS, JavaScript, Quality Center, Kintana, ADUC, Apache Studio, Windows 2008, Atlassian JIRA, Webistrano, Sungard Intellimatch, XTRAC, PHPUnit, Microsoft SQL Server, Business Analysis, Scrum, Web Development, Access, IAM
Education
Texas A&M University - Mays Business School 2008 — 2010
Master of Science, Management Information Systems
University of Mumbai 2002 — 2006
Bachelor's Degree, Electronics and Telecommunications Engineering, 3.83/4.0
Jerry Ke Jerry Ke's Fidelity Investments Experience April 2008 - July 2010
Job Senior Auditor, CPA
Industry Financial Services
Experience
DCAA July 2010 - Present
Fidelity Investments April 2008 - July 2010
TD Ameritrade March 2006 - April 2008
Johnson & Johnson January 1997 - March 2000
Skills
GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Texas A&M University-Commerce 2003 — 2005
MBA - Finance, Finance
DCAA July 2010 - Present
Fidelity Investments April 2008 - July 2010
TD Ameritrade March 2006 - April 2008
Johnson & Johnson January 1997 - March 2000
Skills
GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Texas A&M University-Commerce 2003 — 2005
MBA - Finance, Finance
Jessica Townsend's Fidelity Investments Experience December 2000 - November 2001
Job Director, Supervisory Processes at Conference of State Bank Supervisors (CSBS)
Industry Banking
Experience
Conference of State Bank Supervisors (CSBS) August 2015 - Present
Federal Housing Finance Agency September 2014 - July 2015
FINRA (Financial Industry Regulatory Authority) September 2011 - September 2014
FINRA July 2006 - September 2011
Deutsche Bank Berkshire Mortgage September 2003 - March 2006
The Northwestern Mutual Financial Network January 2002 - May 2003
Fidelity Investments December 2000 - November 2001
Skills
Trading Systems, Investment Banking, Securities, Investments, Portfolio Management, Risk Management, AML, Analysis, Employee Training, Equities, FINRA, Finance, Financial Risk, Insurance, Mutual Funds, Policy, Training, Training Delivery, Public Speaking, Microsoft Office, Management, Leadership, Customer Service
Education
Keller Graduate School of Management 2004 — 2007
M.B.A., Business Administration and Management, General
Huston-Tillotson University 1997 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Texas A&M University-Commerce 1995 — 1997
Pflugerville 1991 — 1995
Diploma
Conference of State Bank Supervisors (CSBS) August 2015 - Present
Federal Housing Finance Agency September 2014 - July 2015
FINRA (Financial Industry Regulatory Authority) September 2011 - September 2014
FINRA July 2006 - September 2011
Deutsche Bank Berkshire Mortgage September 2003 - March 2006
The Northwestern Mutual Financial Network January 2002 - May 2003
Fidelity Investments December 2000 - November 2001
Skills
Trading Systems, Investment Banking, Securities, Investments, Portfolio Management, Risk Management, AML, Analysis, Employee Training, Equities, FINRA, Finance, Financial Risk, Insurance, Mutual Funds, Policy, Training, Training Delivery, Public Speaking, Microsoft Office, Management, Leadership, Customer Service
Education
Keller Graduate School of Management 2004 — 2007
M.B.A., Business Administration and Management, General
Huston-Tillotson University 1997 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Texas A&M University-Commerce 1995 — 1997
Pflugerville 1991 — 1995
Diploma
Jeff Gentry Jeff Gentry's Fidelity Investments Experience August 2012 - March 2013
Job Data & Analytics Leader
Industry Financial Services
Experience
Data & Analytics Leader May 2015 - Present
TD Ameritrade March 2013 - May 2015
Technology to Value, LLC April 2000 - June 2013
Fidelity Investments August 2012 - March 2013
Fidelity Investments August 2011 - August 2012
Cogent Company February 2010 - October 2010
Tribal DDB Worldwide April 2006 - July 2009
Tribal DDB Worldwide September 2002 - April 2006
eScribendi, LLC February 2000 - September 2002
Braun Consulting March 2000 - April 2000
Skills
Data Warehousing, Database Design, Business Analysis, ETL, Business Intelligence, Marketing Strategy, Social Media, Data Modeling, Business Process..., Competitive Analysis, Executive Management, Program Management, Product Management, Project Management, User Experience, Websites, CRM, Databases, Leadership, Agile Methodologies, Analytics, Digital Marketing, Requirements Gathering, Data Management, SaaS, Management, Enterprise Architecture, Data Governance, Strategy, Master Data Management, Metadata Management, EIM, Big Data, Technology Architecture, Persona Development, Systems Management, System Administration, Website Assessment, Data Architecture, Data Warehouse..., Software Development, ITIL, Consulting, Process Improvement, Architecture, Architectures
Education
Texas A&M University-Commerce 1982 — 1986
BS, Majors: Computer Science, Mathematics. Minor: Physics
Troup High School 1979 — 1982
Data & Analytics Leader May 2015 - Present
TD Ameritrade March 2013 - May 2015
Technology to Value, LLC April 2000 - June 2013
Fidelity Investments August 2012 - March 2013
Fidelity Investments August 2011 - August 2012
Cogent Company February 2010 - October 2010
Tribal DDB Worldwide April 2006 - July 2009
Tribal DDB Worldwide September 2002 - April 2006
eScribendi, LLC February 2000 - September 2002
Braun Consulting March 2000 - April 2000
Skills
Data Warehousing, Database Design, Business Analysis, ETL, Business Intelligence, Marketing Strategy, Social Media, Data Modeling, Business Process..., Competitive Analysis, Executive Management, Program Management, Product Management, Project Management, User Experience, Websites, CRM, Databases, Leadership, Agile Methodologies, Analytics, Digital Marketing, Requirements Gathering, Data Management, SaaS, Management, Enterprise Architecture, Data Governance, Strategy, Master Data Management, Metadata Management, EIM, Big Data, Technology Architecture, Persona Development, Systems Management, System Administration, Website Assessment, Data Architecture, Data Warehouse..., Software Development, ITIL, Consulting, Process Improvement, Architecture, Architectures
Education
Texas A&M University-Commerce 1982 — 1986
BS, Majors: Computer Science, Mathematics. Minor: Physics
Troup High School 1979 — 1982
Pamela Willett Pamela Willett's Fidelity Investments Experience May 2010 - May 2013
Job Branch Service Manager, Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Fidelity Investments May 2010 - May 2013
UBS Financial Services, Inc. March 2008 - June 2009
CyberTrader, Inc./Charles Schwab & Co., Inc. October 2005 - March 2008
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2002 - October 2005
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2000 - February 2002
Smith Barney, Inc. July 1998 - January 2000
Smith Barney, Inc. May 1994 - July 1998
Stiefel Nicholaus, Inc. 1993 - 1994
Rauscher, Pierce, Refsnes & Co., Inc. 1992 - 1993
Education
Texas A&M University-Kingsville 1988 — 1989
BS, Elementary Education - English Major / Math Minor
University of Michigan-Flint 1986 — 1988
Education
Texas A&M University-Kingsville 1983 — 1986
Accounting, Math
FINRA Licenses: Series 3, 7, 9, 10, 24, 55, 63, 66
RBC Wealth Management June 2013 - Present
Fidelity Investments May 2010 - May 2013
UBS Financial Services, Inc. March 2008 - June 2009
CyberTrader, Inc./Charles Schwab & Co., Inc. October 2005 - March 2008
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2002 - October 2005
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2000 - February 2002
Smith Barney, Inc. July 1998 - January 2000
Smith Barney, Inc. May 1994 - July 1998
Stiefel Nicholaus, Inc. 1993 - 1994
Rauscher, Pierce, Refsnes & Co., Inc. 1992 - 1993
Education
Texas A&M University-Kingsville 1988 — 1989
BS, Elementary Education - English Major / Math Minor
University of Michigan-Flint 1986 — 1988
Education
Texas A&M University-Kingsville 1983 — 1986
Accounting, Math
FINRA Licenses: Series 3, 7, 9, 10, 24, 55, 63, 66
Chase McPherson Chase McPherson's Fidelity Investments Experience July 2014 - Present
Job Military Professional
Industry Military
Experience
Fidelity Investments July 2014 - Present
Texas Army National Guard 2012 - Present
Skills
Management, Microsoft Word, Leadership, Leadership Development, Distribution Logistics, Teamwork, Series 7, Series 63
Education
Texas Christian University 2009 — 2013
Bachelor's degree, Economics
Texas Christian University 2009 — 2013
International Economics
Fidelity Investments July 2014 - Present
Texas Army National Guard 2012 - Present
Skills
Management, Microsoft Word, Leadership, Leadership Development, Distribution Logistics, Teamwork, Series 7, Series 63
Education
Texas Christian University 2009 — 2013
Bachelor's degree, Economics
Texas Christian University 2009 — 2013
International Economics
Amy Downing Amy Downing's Fidelity Investments Experience July 2011 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments May 2006 - June 2011
Fidelity Investments August 2003 - May 2006
Education
Texas Christian University 1998 — 2002
Bachelor of Science (BS)
Fidelity Investments July 2011 - Present
Fidelity Investments May 2006 - June 2011
Fidelity Investments August 2003 - May 2006
Education
Texas Christian University 1998 — 2002
Bachelor of Science (BS)
Brian Rudloff Brian Rudloff's Fidelity Investments Experience October 2005 - April 2007
Job Financial Consultant at Investment Professionals
Industry Financial Services
Experience
Investment Professionals July 2007 - Present
Fidelity Investments October 2005 - April 2007
Education
Texas A&M University 2001 — 2005
Investment Professionals July 2007 - Present
Fidelity Investments October 2005 - April 2007
Education
Texas A&M University 2001 — 2005
Ashley Animashaun Ashley Animashaun's Fidelity Investments Experience June 2015 - August 2015
Job Student
Industry Financial Services
Experience
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - Present
Fidelity Investments June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - October 2014
The Home Depot February 2014 - May 2014
The Home Depot July 2013 - August 2013
Texas A&M University-Corpus Christi September 2012 - December 2012
Skills
Problem Solving, Close Attention to..., Cascade Server, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Publisher, Income Statement, Balance Sheet, Illustrator, Photoshop, Entrepreneurship, MovieMaker, Social Networking, Event Planning, Research, Team Leadership, Organization, Writing, Time Management, Public Speaking, Customer Service, Leadership, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, and Management, 3.96
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - Present
Fidelity Investments June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - October 2014
The Home Depot February 2014 - May 2014
The Home Depot July 2013 - August 2013
Texas A&M University-Corpus Christi September 2012 - December 2012
Skills
Problem Solving, Close Attention to..., Cascade Server, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Publisher, Income Statement, Balance Sheet, Illustrator, Photoshop, Entrepreneurship, MovieMaker, Social Networking, Event Planning, Research, Team Leadership, Organization, Writing, Time Management, Public Speaking, Customer Service, Leadership, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, and Management, 3.96
Claire Homza Claire Homza's Fidelity Investments Experience June 2013 - August 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
Neeley School of Business August 2012 - May 2014
EY January 2014 - March 2014
TCU Panhellenic Executive Council January 2013 - December 2013
Fidelity Investments June 2013 - August 2013
TCU Panhellenic Executive Council January 2012 - December 2012
Skills
Leadership Development, Strategic Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Teamwork, Time Management, Reliability, Relator, Individualization, Organization, Academic Achievement, Public Speaking, Team Building, Finance, Analysis, Financial Reporting, Data Analysis, Research, Financial Accounting, Social Networking
Education
Texas Christian University 2014 — 2015
Master’s Degree, Accounting
Texas Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
C.E. Byrd High School 2006 — 2010
EY September 2015 - Present
Neeley School of Business August 2012 - May 2014
EY January 2014 - March 2014
TCU Panhellenic Executive Council January 2013 - December 2013
Fidelity Investments June 2013 - August 2013
TCU Panhellenic Executive Council January 2012 - December 2012
Skills
Leadership Development, Strategic Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Teamwork, Time Management, Reliability, Relator, Individualization, Organization, Academic Achievement, Public Speaking, Team Building, Finance, Analysis, Financial Reporting, Data Analysis, Research, Financial Accounting, Social Networking
Education
Texas Christian University 2014 — 2015
Master’s Degree, Accounting
Texas Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
C.E. Byrd High School 2006 — 2010
Karin (Nyquist) Venegas Karin (Nyquist) Venegas's Fidelity Investments Experience June 2008 - August 2008
Job Business Insurance Associate at Higginbotham
Industry Insurance
Experience
Higginbotham July 2013 - Present
J. Taylor & Associates September 2009 - June 2013
Kanakuk Kamps May 2009 - July 2009
Fidelity Investments June 2008 - August 2008
Dynaten Corporation July 2007 - August 2007
Skills
Analytics, Healthcare, Microsoft Excel, Access, Microsoft Office, Business Valuation, Financial Analysis, Financial Reporting, Due Diligence, Mergers, Mergers & Acquisitions, Risk Management, Finance, Consulting, Strategic Planning, Accounting, Insurance, Customer Service, Internal Controls
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Hartford Producer School
Higginbotham July 2013 - Present
J. Taylor & Associates September 2009 - June 2013
Kanakuk Kamps May 2009 - July 2009
Fidelity Investments June 2008 - August 2008
Dynaten Corporation July 2007 - August 2007
Skills
Analytics, Healthcare, Microsoft Excel, Access, Microsoft Office, Business Valuation, Financial Analysis, Financial Reporting, Due Diligence, Mergers, Mergers & Acquisitions, Risk Management, Finance, Consulting, Strategic Planning, Accounting, Insurance, Customer Service, Internal Controls
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Hartford Producer School
Corey Sacken Corey Sacken's Fidelity Investments Experience March 2015 - Present
Job Regional Account Delegate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
Fidelity Investments September 2012 - March 2014
Fidelity Investments March 2011 - September 2012
Fidelity Investments June 2010 - March 2011
Fidelity Investments June 2008 - June 2010
Fidelity Investments December 2007 - June 2008
Skills
Mutual Funds, Wealth Management, Series 7, Financial Services, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Retirement, 401k, Risk Management, Banking, Finance, Series 63, Leadership, Asset Allocation, Securities, Microsoft Excel, Uniform Combined State..., FINRA
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments March 2015 - Present
Fidelity Investments March 2014 - March 2015
Fidelity Investments September 2012 - March 2014
Fidelity Investments March 2011 - September 2012
Fidelity Investments June 2010 - March 2011
Fidelity Investments June 2008 - June 2010
Fidelity Investments December 2007 - June 2008
Skills
Mutual Funds, Wealth Management, Series 7, Financial Services, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Retirement, 401k, Risk Management, Banking, Finance, Series 63, Leadership, Asset Allocation, Securities, Microsoft Excel, Uniform Combined State..., FINRA
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Jerry Brock Jerry Brock's Fidelity Investments Experience October 1995 - December 2008
Job Owner at eLibris Technologies, LLC
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2011 - Present
e-Libris Technologies, LLC August 2011 - Present
Northeast Texas Library System (NETLS) May 2009 - July 2012
Fidelity Investments October 1995 - December 2008
Fidelity Investments October 1995 - December 2008
Fidelity Investments October 1995 - December 2008
Dynix, Inc. 1994 - 1995
City of Garland November 1982 - April 1994
Skills
Data Analysis, Reporting & Analysis, Data Mining, Library Technology, Information Security, Project Management, Project Planning, Microsoft Excel, MS Excel Pivot Tables, Relational Databases
Education
Texas A&M University-Commerce 1985 — 1990
Master's Degree, Computer Science
The University of Texas at Dallas 1978 — 1980
Bachelor of Arts, Music
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2011 - Present
e-Libris Technologies, LLC August 2011 - Present
Northeast Texas Library System (NETLS) May 2009 - July 2012
Fidelity Investments October 1995 - December 2008
Fidelity Investments October 1995 - December 2008
Fidelity Investments October 1995 - December 2008
Dynix, Inc. 1994 - 1995
City of Garland November 1982 - April 1994
Skills
Data Analysis, Reporting & Analysis, Data Mining, Library Technology, Information Security, Project Management, Project Planning, Microsoft Excel, MS Excel Pivot Tables, Relational Databases
Education
Texas A&M University-Commerce 1985 — 1990
Master's Degree, Computer Science
The University of Texas at Dallas 1978 — 1980
Bachelor of Arts, Music
Dena Bartnicki Dena Bartnicki's Fidelity Investments Experience May 2003 - February 2006
Job Senior HR Professional at HR Busines Partner, OD/Leadership & Management Development
Industry Human Resources
Experience
HR Busines Partner, OD/Leadership & Management Development April 2014 - Present
STA Travel October 2013 - April 2014
vcfo July 2013 - October 2013
Primexx October 2012 - May 2013
Independent December 2008 - October 2012
4D Equipment & Services December 2006 - August 2011
Fidelity Investments May 2003 - February 2006
Fidelity Investments April 1996 - March 2003
Fidelity Investments October 1994 - April 1996
AVW-TELAV January 1992 - October 1994
Skills
Large Group Facilitation, Training & Development, HR Consulting, Coaching, Organizational..., Talent Management, Leadership Development, Organizational..., Employee Benefits, Executive Coaching, Employee Engagement, Succession Planning, Workforce Planning, Organizational Design, Human Resources, Performance Management, Onboarding, Change Management, Workshop Facilitation, Employee Training, Employee Relations, Personnel Management, Strategy, Recruiting, Training, Leadership, Management, Team Building, Management Development, Consulting
Education
The University of Dallas 1991 — 1993
MBA, Human Resources
Texas Christian University 1981 — 1985
BS, Broadcast Journalism
HR Busines Partner, OD/Leadership & Management Development April 2014 - Present
STA Travel October 2013 - April 2014
vcfo July 2013 - October 2013
Primexx October 2012 - May 2013
Independent December 2008 - October 2012
4D Equipment & Services December 2006 - August 2011
Fidelity Investments May 2003 - February 2006
Fidelity Investments April 1996 - March 2003
Fidelity Investments October 1994 - April 1996
AVW-TELAV January 1992 - October 1994
Skills
Large Group Facilitation, Training & Development, HR Consulting, Coaching, Organizational..., Talent Management, Leadership Development, Organizational..., Employee Benefits, Executive Coaching, Employee Engagement, Succession Planning, Workforce Planning, Organizational Design, Human Resources, Performance Management, Onboarding, Change Management, Workshop Facilitation, Employee Training, Employee Relations, Personnel Management, Strategy, Recruiting, Training, Leadership, Management, Team Building, Management Development, Consulting
Education
The University of Dallas 1991 — 1993
MBA, Human Resources
Texas Christian University 1981 — 1985
BS, Broadcast Journalism
Amanda Lennard Amanda Lennard's Fidelity Investments Experience August 2011 - May 2012
Job Software Tester at Tandem Diabetes Care
Industry Financial Services
Experience
Tandem Diabetes Care April 2015 - Present
Century 21 Champion April 2013 - March 2014
Century 21 Sweyer & Associates October 2012 - April 2013
Fidelity Investments August 2011 - May 2012
SagePoint Financial January 2010 - August 2011
Northwestern Mutual June 2009 - December 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Retirement, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Asset Management, Life Insurance, Estate Planning, Asset Allocation, Microsoft Office, Insurance, Long-term Care, Health Insurance, Mortgage Lending, Strategic Financial..., Employee Benefits, Leadership, Customer Service, Microsoft Excel, Finance, Marketing, Real Estate Transactions, Financial Analysis, Uniform Combined State..., Sales, Small Business, Series 63, IRAs
Education
Texas Christian University 2005 — 2009
Communications, Communications, Business
Texas Christian University 2005 — 2009
Bachelor of Science (B.S.), Communication and Human Studies
Tandem Diabetes Care April 2015 - Present
Century 21 Champion April 2013 - March 2014
Century 21 Sweyer & Associates October 2012 - April 2013
Fidelity Investments August 2011 - May 2012
SagePoint Financial January 2010 - August 2011
Northwestern Mutual June 2009 - December 2009
Skills
Retirement Planning, Investments, Fixed Annuities, Retirement, Series 7, Disability Insurance, Mutual Funds, Wealth Management, Asset Management, Life Insurance, Estate Planning, Asset Allocation, Microsoft Office, Insurance, Long-term Care, Health Insurance, Mortgage Lending, Strategic Financial..., Employee Benefits, Leadership, Customer Service, Microsoft Excel, Finance, Marketing, Real Estate Transactions, Financial Analysis, Uniform Combined State..., Sales, Small Business, Series 63, IRAs
Education
Texas Christian University 2005 — 2009
Communications, Communications, Business
Texas Christian University 2005 — 2009
Bachelor of Science (B.S.), Communication and Human Studies
Tim Mantsch Tim Mantsch's Fidelity Investments Experience 1998 - 2004
Job Asst Superintendent at Main Street Renewal
Industry Real Estate
Experience
Main Street Renewal March 2014 - Present
AIM LLC 2003 - Present
Strategic Equity Group LLC August 2011 - 2012
RichSoft Media (a division of 7th Media Channel) July 2009 - December 2010
Maverick Worldwide LLC January 2009 - March 2010
Fidelity Investments 1998 - 2004
National Financial Services Group 1998 - 2003
Skills
Equities, Series 7, Investments, Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Business Planning, Portfolio Management, New Business Development, Funding, Strategic Financial..., Corporate Development, Risk Management, Finance, Start-ups, Small Business, Asset Managment, Business, Mergers, Investor Relations, Marketing, Sales, Business Strategy, Business Development, Strategy, Strategic Planning, Contract Negotiation, Consulting, Team Building, Negotiation, Mergers
Education
Texas A&M University-Commerce
Business and Building Sciences
Main Street Renewal March 2014 - Present
AIM LLC 2003 - Present
Strategic Equity Group LLC August 2011 - 2012
RichSoft Media (a division of 7th Media Channel) July 2009 - December 2010
Maverick Worldwide LLC January 2009 - March 2010
Fidelity Investments 1998 - 2004
National Financial Services Group 1998 - 2003
Skills
Equities, Series 7, Investments, Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Business Planning, Portfolio Management, New Business Development, Funding, Strategic Financial..., Corporate Development, Risk Management, Finance, Start-ups, Small Business, Asset Managment, Business, Mergers, Investor Relations, Marketing, Sales, Business Strategy, Business Development, Strategy, Strategic Planning, Contract Negotiation, Consulting, Team Building, Negotiation, Mergers
Education
Texas A&M University-Commerce
Business and Building Sciences
Andrew Loch Andrew Loch's Fidelity Investments Experience October 2012 - November 2013
Job Sales Manager at Five Star Orthodontic Lab & Supply
Industry Medical Devices
Experience
Five Star Orthodontic Lab & Supply December 2013 - Present
Fidelity Investments October 2012 - November 2013
Urban Summit Adventures May 2010 - July 2010
Summertime at Liberty May 2006 - July 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Facebook, Event Planning, Leadership, Public Speaking, Organization, Social Networking
Education
Neeley School of Business 2009 — 2012
Bachelor, Business Administration; Finance; Entrepreneurial Management
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance/Entrepreneurial Management, 3.536
Five Star Orthodontic Lab & Supply December 2013 - Present
Fidelity Investments October 2012 - November 2013
Urban Summit Adventures May 2010 - July 2010
Summertime at Liberty May 2006 - July 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Facebook, Event Planning, Leadership, Public Speaking, Organization, Social Networking
Education
Neeley School of Business 2009 — 2012
Bachelor, Business Administration; Finance; Entrepreneurial Management
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance/Entrepreneurial Management, 3.536
Aaron Slough, Esq. Aaron Slough, Esq.'s Fidelity Investments Experience July 2012 - Present
Job Procurement IT Contracts Manager at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments July 2012 - Present
Level 2 Review January 2012 - July 2012
Hudson Legal December 2011 - January 2012
Knowles Publishing Co. October 2010 - December 2011
Texas Wesleyan University School of Law January 2011 - May 2011
Fort Worth ISD September 2010 - May 2011
Texas Wesleyan Law Clinic May 2010 - July 2010
Education
Texas Wesleyan University School of Law 2008 — 2011
J.D., Intellectual Property
University of North Texas 1999 — 2003
B.A., Literature, Political Science
Fidelity Investments July 2012 - Present
Level 2 Review January 2012 - July 2012
Hudson Legal December 2011 - January 2012
Knowles Publishing Co. October 2010 - December 2011
Texas Wesleyan University School of Law January 2011 - May 2011
Fort Worth ISD September 2010 - May 2011
Texas Wesleyan Law Clinic May 2010 - July 2010
Education
Texas Wesleyan University School of Law 2008 — 2011
J.D., Intellectual Property
University of North Texas 1999 — 2003
B.A., Literature, Political Science
Chase Perry Chase Perry's Fidelity Investments Experience September 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - September 2014
Fidelity Investments August 2011 - January 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Skills
Series 7, Series 66, Insurance
Education
Texas Christian University 2003 — 2007
Bachelors, Communications
Lakehill Preparatory School 1999 — 2003
High School Diploma
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - September 2014
Fidelity Investments August 2011 - January 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Skills
Series 7, Series 66, Insurance
Education
Texas Christian University 2003 — 2007
Bachelors, Communications
Lakehill Preparatory School 1999 — 2003
High School Diploma
Travis Kosarek Travis Kosarek's Fidelity Investments Experience July 2011 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
Texas A&M University Computer Science Department June 2010 - December 2010
Texas A&M Computer Science Department January 2008 - May 2010
Texas A&M Computer Science Department June 2009 - August 2009
Skills
Java, Python, C#, Scrum, Agile Methodologies, Automated Software..., Continuous Integration, Continuous Delivery, JavaScript, MySQL, Programming, Microsoft SQL Server, ASP.NET, Computer Science, Eclipse, XML, HTML, Subversion, Object Oriented Design, Android, Visual Studio, Unix, Distributed Systems, C, Software Development, CSS, Git, Algorithms, .NET, Databases, Windows, OpenGL, LaTeX, Haskell, Software Engineering, Web Services, Test Driven Development, WCF, WPF, Android Development, iOS development, MVC, LINQ, JSON, Design Patterns, Software Design, OOP, Web Applications
Education
Texas A&M University 2007 — 2010
Bachelor of Science, Computer Science
Texas A&M University 2007 — 2010
Computer Science (BS), Computer Science
Fidelity Investments July 2011 - Present
Texas A&M University Computer Science Department June 2010 - December 2010
Texas A&M Computer Science Department January 2008 - May 2010
Texas A&M Computer Science Department June 2009 - August 2009
Skills
Java, Python, C#, Scrum, Agile Methodologies, Automated Software..., Continuous Integration, Continuous Delivery, JavaScript, MySQL, Programming, Microsoft SQL Server, ASP.NET, Computer Science, Eclipse, XML, HTML, Subversion, Object Oriented Design, Android, Visual Studio, Unix, Distributed Systems, C, Software Development, CSS, Git, Algorithms, .NET, Databases, Windows, OpenGL, LaTeX, Haskell, Software Engineering, Web Services, Test Driven Development, WCF, WPF, Android Development, iOS development, MVC, LINQ, JSON, Design Patterns, Software Design, OOP, Web Applications
Education
Texas A&M University 2007 — 2010
Bachelor of Science, Computer Science
Texas A&M University 2007 — 2010
Computer Science (BS), Computer Science
Paul McIntosh Paul McIntosh's Fidelity Investments Experience September 2005 - May 2006
Job Business Development Manager at Time Communications
Industry Telecommunications
Experience
Time Communications November 2013 - Present
Associated Bank January 2010 - May 2012
Wells Fargo Bank February 2009 - January 2010
Cobra Trading Inc. January 2009 - January 2010
TD Ameritrade November 2008 - January 2009
Fidelity Investments September 2005 - May 2006
Skills
Sales, Marketing, Persuader, Economics, Relationship Management, Sales Process, B2B, Negotiation, New Business Development, Sales Management, Business Strategy, Business Intelligence, CRM, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Commercial Credit, Loans, Asset Management, Financial Analysis, Cash Management, Investments, Strategy, Equity Trading, Derivatives Trading, Equity Research, Hedge Funds, Bank Relationship, Small Business, Risk Management, Valuation, M&A experience
Education
Texas Christian University 2003 — 2005
Bachelors B.A., Economics
Time Communications November 2013 - Present
Associated Bank January 2010 - May 2012
Wells Fargo Bank February 2009 - January 2010
Cobra Trading Inc. January 2009 - January 2010
TD Ameritrade November 2008 - January 2009
Fidelity Investments September 2005 - May 2006
Skills
Sales, Marketing, Persuader, Economics, Relationship Management, Sales Process, B2B, Negotiation, New Business Development, Sales Management, Business Strategy, Business Intelligence, CRM, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Credit, Commercial Credit, Loans, Asset Management, Financial Analysis, Cash Management, Investments, Strategy, Equity Trading, Derivatives Trading, Equity Research, Hedge Funds, Bank Relationship, Small Business, Risk Management, Valuation, M&A experience
Education
Texas Christian University 2003 — 2005
Bachelors B.A., Economics
Grant Bennett, MBA's Fidelity Investments Experience March 2013 - Present
Job Director, Network Engineering Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2013 - Present
Emergency Chaplains 2011 - Present
Skills
Program Management, Security, Process Improvement, Risk Management, Project Management, Team Leadership, Security Clearance, Information Security, Risk Assessment, CISSP, Leadership, Team Building, Strategic Planning, Analysis, Business Analysis, Disaster Recovery, System Administration, Information Security..., ITIL, Vendor Management, SharePoint, SDLC, Computer Security, Networking, Management, IT Management
Education
Texas A&M University-Commerce 1994 — 1996
MBA
Texas A&M University-Commerce 1987 — 1990
Bachelor of Science
Fidelity Investments March 2013 - Present
Emergency Chaplains 2011 - Present
Skills
Program Management, Security, Process Improvement, Risk Management, Project Management, Team Leadership, Security Clearance, Information Security, Risk Assessment, CISSP, Leadership, Team Building, Strategic Planning, Analysis, Business Analysis, Disaster Recovery, System Administration, Information Security..., ITIL, Vendor Management, SharePoint, SDLC, Computer Security, Networking, Management, IT Management
Education
Texas A&M University-Commerce 1994 — 1996
MBA
Texas A&M University-Commerce 1987 — 1990
Bachelor of Science
Robert Kirk Lipscomb MBA, PMP, CSP's Fidelity Investments Experience March 1986 - February 1989
Job
Industry Information Technology and Services
Experience
Douglas County November 2013 - Present
Intelligent Software Solutions March 2013 - September 2013
ISS, Inc. March 2011 - March 2013
Intelligent Software Solutions July 2010 - March 2011
Intelligent Software Solutions January 2007 - June 2010
Q Mark, Inc April 2006 - December 2006
Harris Corporation November 2003 - April 2006
Foothill Technology February 1989 - November 2003
Fidelity Investments March 1986 - February 1989
Zale Corporation January 1981 - February 1986
Skills
Agile, Scrum, Personnel Management, Software Development, Software Project..., Software Engineering, Agile Methodologies, Agile Project Management, Agile Application..., Agile Web Development, Certified Scrum Master..., Technology Management, PMP, Project Management, C#, Java Enterprise Edition, MS Project, VB.NET, Microsoft SQL Server, Test Driven Development, SDLC, Java, Software Design, TDD, Requirements Analysis, Integration, Web Services, Borland Delphi, ASP.NET, System Architecture, Enterprise Architecture, Spring, Maven, XML, Object Oriented Design, REST, .NET, Subversion, Ant, Databases, TFS, Testing, SOA, SQL, Programming, UML, Web Applications, SOAP, Architectures, Requirements Gathering
Education
University of Colorado Colorado Springs
MBA, Technology Management
Texas A&M University-Commerce
BS, Computer Science
Douglas County November 2013 - Present
Intelligent Software Solutions March 2013 - September 2013
ISS, Inc. March 2011 - March 2013
Intelligent Software Solutions July 2010 - March 2011
Intelligent Software Solutions January 2007 - June 2010
Q Mark, Inc April 2006 - December 2006
Harris Corporation November 2003 - April 2006
Foothill Technology February 1989 - November 2003
Fidelity Investments March 1986 - February 1989
Zale Corporation January 1981 - February 1986
Skills
Agile, Scrum, Personnel Management, Software Development, Software Project..., Software Engineering, Agile Methodologies, Agile Project Management, Agile Application..., Agile Web Development, Certified Scrum Master..., Technology Management, PMP, Project Management, C#, Java Enterprise Edition, MS Project, VB.NET, Microsoft SQL Server, Test Driven Development, SDLC, Java, Software Design, TDD, Requirements Analysis, Integration, Web Services, Borland Delphi, ASP.NET, System Architecture, Enterprise Architecture, Spring, Maven, XML, Object Oriented Design, REST, .NET, Subversion, Ant, Databases, TFS, Testing, SOA, SQL, Programming, UML, Web Applications, SOAP, Architectures, Requirements Gathering
Education
University of Colorado Colorado Springs
MBA, Technology Management
Texas A&M University-Commerce
BS, Computer Science
Jeff Phillips's Fidelity Investments Experience April 2011 - January 2014
Job Chief Procurement Officer at Sabre Inc.
Industry Information Technology and Services
Experience
Sabre Corporation May 2014 - Present
Sabre Inc. January 2014 - May 2014
Fidelity Investments April 2011 - January 2014
Fidelity Investments October 2008 - April 2011
Fidelity Investments 2006 - October 2008
Fidelity Investments January 2002 - January 2006
Skills
Leadership, Vendor Management, Contract Management, Contract Negotiation, Enterprise Software, IT Strategy, Management, Negotiation, Process Improvement, Procurement, Product Management, Program Management, Project Management, Purchasing, Sourcing, Strategic Planning, Strategy, Financial Analysis, Business Process...
Education
Texas A&M University-Commerce 1984 — 1992
BBA, Business
Sabre Corporation May 2014 - Present
Sabre Inc. January 2014 - May 2014
Fidelity Investments April 2011 - January 2014
Fidelity Investments October 2008 - April 2011
Fidelity Investments 2006 - October 2008
Fidelity Investments January 2002 - January 2006
Skills
Leadership, Vendor Management, Contract Management, Contract Negotiation, Enterprise Software, IT Strategy, Management, Negotiation, Process Improvement, Procurement, Product Management, Program Management, Project Management, Purchasing, Sourcing, Strategic Planning, Strategy, Financial Analysis, Business Process...
Education
Texas A&M University-Commerce 1984 — 1992
BBA, Business
Eric Plum's Fidelity Investments Experience May 2000 - May 2007
Job General Manager at Accudata Systems
Industry Information Technology and Services
Experience
Accudata Systems January 2014 - Present
Accudata Systems October 2012 - Present
Accudata Systems, Inc. May 2007 - Present
Fidelity Investments May 2000 - May 2007
Skills
Enterprise Software, Integration, Salesforce.com, Direct Sales, Account Management, Sales Management, Security, Business Development, Data Center, Sales, Sales Process, Cloud Computing, Professional Services, New Business Development, Storage, VMware, Networking, SaaS, Pre-sales, Managed Services, Disaster Recovery, Unified Communications, Consulting, Channel Partners, VoIP, Project Management, Cold Calling, Virtualization, Business Intelligence, Solution Selling, VDI, Selling, Cisco Technologies
Education
Texas A&M University 1996 — 2000
Economics
Accudata Systems January 2014 - Present
Accudata Systems October 2012 - Present
Accudata Systems, Inc. May 2007 - Present
Fidelity Investments May 2000 - May 2007
Skills
Enterprise Software, Integration, Salesforce.com, Direct Sales, Account Management, Sales Management, Security, Business Development, Data Center, Sales, Sales Process, Cloud Computing, Professional Services, New Business Development, Storage, VMware, Networking, SaaS, Pre-sales, Managed Services, Disaster Recovery, Unified Communications, Consulting, Channel Partners, VoIP, Project Management, Cold Calling, Virtualization, Business Intelligence, Solution Selling, VDI, Selling, Cisco Technologies
Education
Texas A&M University 1996 — 2000
Economics
Christopher Walker, CIMA's Fidelity Investments Experience December 2004 - May 2011
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Neuberger Berman June 2011 - Present
Fidelity Investments December 2004 - May 2011
Scudder 1994 - 2005
Skills
401k, Investments, Series 7, Series 65, Series 63, Retirement, Mutual Funds, Financial Services
Education
Texas Christian University 1989 — 1993
Tony Morrison's Fidelity Investments Experience February 1987 - September 2013
Job SVP Corporate IT at Sabre Holdings
Industry Airlines/Aviation
Experience
Sabre Holdings October 2013 - Present
Fidelity Investments February 1987 - September 2013
Skills
Vendor Management, SDLC, Process Improvement, Relationship Management, Business Process..., Infrastructure, Program Management, Project Portfolio..., Cloud Computing, Architecture, Business Analysis, Change Management, Risk Management, Financial Services, Mainframe, Outsourcing, Leadership, PMO, Data Center, IT Strategy, Disaster Recovery, Enterprise Software, IT Management, Enterprise Architecture, PMP, Business Continuity, ITIL, IT Operations, Information Technology, Integration, IT Service Management
Education
Texas A&M University-Commerce 1978 — 1983
Sabre Holdings October 2013 - Present
Fidelity Investments February 1987 - September 2013
Skills
Vendor Management, SDLC, Process Improvement, Relationship Management, Business Process..., Infrastructure, Program Management, Project Portfolio..., Cloud Computing, Architecture, Business Analysis, Change Management, Risk Management, Financial Services, Mainframe, Outsourcing, Leadership, PMO, Data Center, IT Strategy, Disaster Recovery, Enterprise Software, IT Management, Enterprise Architecture, PMP, Business Continuity, ITIL, IT Operations, Information Technology, Integration, IT Service Management
Education
Texas A&M University-Commerce 1978 — 1983
Rajesh Mereddy's Fidelity Investments Experience August 2006 - January 2007
Job Sr. Business Intelligence Solutions Architect at Analytics Partners
Industry Information Technology and Services
Experience
Analytics Partners, Inc. January 2014 - Present
Analytics Partners, Inc. April 2010 - Present
CyberData 2009 - July 2010
Oracle 2007 - 2009
US Department of Transportation 2008 - 2008
The Dallas Morning News August 2007 - October 2007
Florida Blue January 2007 - July 2007
Fidelity Investments August 2006 - January 2007
Florida Blue August 2005 - August 2006
Skills
Data Warehousing, Business Intelligence, ETL, Requirements Analysis, Data Modeling, OBIEE, SQL, Data Integration, Dimensional Modeling, Informatica, PL/SQL, Oracle, Data Warehouse..., OLAP, Visio, Performance Tuning, Teradata, BI Publisher, SDLC, ODI, Oracle Warehouse Builder, Dashboard, Erwin, Business Intelligence..., Data Migration, Master Data Management, Data Architecture, Data Quality, SQL Tuning
Education
Texas A&M University-Commerce 2003 — 2004
Analytics Partners, Inc. January 2014 - Present
Analytics Partners, Inc. April 2010 - Present
CyberData 2009 - July 2010
Oracle 2007 - 2009
US Department of Transportation 2008 - 2008
The Dallas Morning News August 2007 - October 2007
Florida Blue January 2007 - July 2007
Fidelity Investments August 2006 - January 2007
Florida Blue August 2005 - August 2006
Skills
Data Warehousing, Business Intelligence, ETL, Requirements Analysis, Data Modeling, OBIEE, SQL, Data Integration, Dimensional Modeling, Informatica, PL/SQL, Oracle, Data Warehouse..., OLAP, Visio, Performance Tuning, Teradata, BI Publisher, SDLC, ODI, Oracle Warehouse Builder, Dashboard, Erwin, Business Intelligence..., Data Migration, Master Data Management, Data Architecture, Data Quality, SQL Tuning
Education
Texas A&M University-Commerce 2003 — 2004
Dimitar Zlatkov's Fidelity Investments Experience May 2007 - August 2007
Job Software Development Engineer at Amazon in Orange County
Industry Computer Software
Experience
Amazon in Orange County January 2013 - Present
Research In Motion January 2011 - January 2013
Handmark July 2008 - January 2011
Fidelity Investments May 2007 - August 2007
Skills
Java, XML, Web Services, Software Development, Software Engineering, UML, Agile Methodologies, Testing, SOA, Eclipse, Mobile Applications, Subversion, MySQL, Perl, Architectures
Education
Texas Christian University 2004 — 2008
BS, Computer Science
Amazon in Orange County January 2013 - Present
Research In Motion January 2011 - January 2013
Handmark July 2008 - January 2011
Fidelity Investments May 2007 - August 2007
Skills
Java, XML, Web Services, Software Development, Software Engineering, UML, Agile Methodologies, Testing, SOA, Eclipse, Mobile Applications, Subversion, MySQL, Perl, Architectures
Education
Texas Christian University 2004 — 2008
BS, Computer Science
Carmen Shipley's Fidelity Investments Experience December 2006 - July 2008
Job Enterprise Application Development Mgr at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare December 2008 - Present
Fidelity Investments December 2006 - July 2008
Prudential Financial 2004 - 2006
Cigna Retirement Investment Services November 2001 - April 2004
CIGNA 2001 - 2004
ShareBuilder 2000 - 2001
ShareBuilder 2000 - 2001
United Services October 1994 - August 2000
Skills
SDLC, Business Analysis
Education
Texas A&M University-Corpus Christi 1982 — 1984
Bachelor, Computer Science
CIGNA Healthcare December 2008 - Present
Fidelity Investments December 2006 - July 2008
Prudential Financial 2004 - 2006
Cigna Retirement Investment Services November 2001 - April 2004
CIGNA 2001 - 2004
ShareBuilder 2000 - 2001
ShareBuilder 2000 - 2001
United Services October 1994 - August 2000
Skills
SDLC, Business Analysis
Education
Texas A&M University-Corpus Christi 1982 — 1984
Bachelor, Computer Science
John Plata's Fidelity Investments Experience January 2000 - May 2005
Job InHouse Counsel at Agua Caliente Band of Cahuilla Indians
Industry Law Practice
Experience
Agua Caliente Band of Cahuilla Indians July 2014 - Present
Hobbs Straus Dean Walker January 2007 - July 2014
Comanche National Museum and Cultural Center August 2013 - Present
Comanche Nation of Oklahoma May 2005 - January 2007
Fidelity Investments January 2000 - May 2005
Skills
Legal Research, Legal Writing, Litigation, Courts, Mediation, Policy, Public Policy, Civil Litigation, Corporate Governance, Strategic Planning, Economic Development, Nonprofits, Government
Education
Texas A&M University School of Law 2003 — 2005
J.D.
Texas Wesleyan University
BBA, Finance/Economics
Agua Caliente Band of Cahuilla Indians July 2014 - Present
Hobbs Straus Dean Walker January 2007 - July 2014
Comanche National Museum and Cultural Center August 2013 - Present
Comanche Nation of Oklahoma May 2005 - January 2007
Fidelity Investments January 2000 - May 2005
Skills
Legal Research, Legal Writing, Litigation, Courts, Mediation, Policy, Public Policy, Civil Litigation, Corporate Governance, Strategic Planning, Economic Development, Nonprofits, Government
Education
Texas A&M University School of Law 2003 — 2005
J.D.
Texas Wesleyan University
BBA, Finance/Economics
Scott Killion, MBA's Fidelity Investments Experience April 2008 - November 2009
Job Manager Decision Support at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Tenet Healthcare May 2015 - Present
Tenet Healthcare April 2014 - May 2015
Tenet Healthcare January 2013 - April 2014
RR Donnelley November 2010 - December 2012
Penson Financial Services November 2009 - November 2010
Fidelity Investments April 2008 - November 2009
AXA Advisors May 2006 - August 2006
Skills
XBRL, Financial Reporting, Clearing, Financial Planning, Fund Accounting, Data Analysis, Quality Assurance, Problem Solving, Performance Management, Cost Accounting, Product Management, Analysis, Financial Statements, General Ledger, Financial Services, Mutual Funds, Account Reconciliation, Strategic Financial..., Financial Analysis, Accounting, Investments, Microsoft Excel, Auditing
Education
Texas A&M University-Commerce 2013 — 2014
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Lauren Dakin's Fidelity Investments Experience January 2012 - July 2013
Job Transaction Coordinator at Redfin
Industry Real Estate
Experience
Redfin February 2015 - Present
Redfin June 2014 - February 2015
Fidelity Investments January 2012 - July 2013
Stay-At-Home Mom February 2009 - January 2012
Fidelity Investments September 2007 - February 2009
JPMorgan Chase March 2006 - August 2007
JPMorgan Chase December 2004 - March 2006
JPMorgan Chase July 2003 - December 2004
JPMorgan Chase July 2000 - July 2003
Skills
Leadership, Management, Financial Services, Quality Assurance, Business Analysis, Finance, Process Improvement, Customer Service, Requirements Analysis, Business Process..., Project Management, Analysis
Education
Texas A&M University - Mays Business School 1996 — 2000
Bachelor of Business Administration, Finance
Redfin February 2015 - Present
Redfin June 2014 - February 2015
Fidelity Investments January 2012 - July 2013
Stay-At-Home Mom February 2009 - January 2012
Fidelity Investments September 2007 - February 2009
JPMorgan Chase March 2006 - August 2007
JPMorgan Chase December 2004 - March 2006
JPMorgan Chase July 2003 - December 2004
JPMorgan Chase July 2000 - July 2003
Skills
Leadership, Management, Financial Services, Quality Assurance, Business Analysis, Finance, Process Improvement, Customer Service, Requirements Analysis, Business Process..., Project Management, Analysis
Education
Texas A&M University - Mays Business School 1996 — 2000
Bachelor of Business Administration, Finance
Malinda Hall's Fidelity Investments Experience February 2012 - Present
Job Director, Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Delong Consulting February 2010 - January 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments September 1997 - December 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments January 1992 - August 1995
Fidelity Investments August 1987 - January 1992
Skills
Internal Audit, Sarbanes-Oxley, Project Management, Management, IT Controls, Process Improvement, Sarbanes-Oxley Act, Quality Assurance, SDLC, Team Leadership, Management Consulting, Program Management, Business Process, Risk Management, Leadership, Disaster Recovery, Financial Risk, Information Security, Internal Controls, CISA, Security, Analysis, Vendor Management, IT Management
Education
Texas A&M University-Commerce
B.M.Ed., Education
The University of Dallas
M.B.A., Business Management
Fidelity Investments February 2012 - Present
Delong Consulting February 2010 - January 2012
Fidelity Investments January 2000 - December 2008
Fidelity Investments September 1997 - December 1999
Fidelity Investments August 1995 - September 1997
Fidelity Investments January 1992 - August 1995
Fidelity Investments August 1987 - January 1992
Skills
Internal Audit, Sarbanes-Oxley, Project Management, Management, IT Controls, Process Improvement, Sarbanes-Oxley Act, Quality Assurance, SDLC, Team Leadership, Management Consulting, Program Management, Business Process, Risk Management, Leadership, Disaster Recovery, Financial Risk, Information Security, Internal Controls, CISA, Security, Analysis, Vendor Management, IT Management
Education
Texas A&M University-Commerce
B.M.Ed., Education
The University of Dallas
M.B.A., Business Management
Andy Eberhard's Fidelity Investments Experience July 2004 - July 2008
Job IS Director Revenue Cycle at St. Elizabeth Healthcare
Industry Computer Software
Experience
St. Elizabeth Healthcare December 2012 - Present
Ingage Partners, LLC October 2011 - December 2012
Independent Contractor May 2011 - October 2011
UFC 2008 - May 2011
Fidelity Investments July 2004 - July 2008
Accenture June 1998 - July 2004
Skills
Program Management, Supply Chain Management, SDLC, IT Strategy, Manufacturing, Business Analysis, Management Consulting, Change Management, Process Improvement, Healthcare, Strategic Planning, Business Strategy, Customer Relations, Business Process..., Team Building, Process Engineering, Business Planning, New Business Development, Problem Solving, Software Project..., Cross-functional Team..., Strategy, Project Management, Operations Management, Management, Requirements Analysis, Customer Service, Consulting, Business Intelligence, Vendor Management, CRM, Leadership, Analysis, Team Leadership, Business Process
Education
Texas A&M University-Corpus Christi 1991 — 1994
MBA, Management
University of Michigan 1985 — 1989
BSEngineering, Meteorology
St. Elizabeth Healthcare December 2012 - Present
Ingage Partners, LLC October 2011 - December 2012
Independent Contractor May 2011 - October 2011
UFC 2008 - May 2011
Fidelity Investments July 2004 - July 2008
Accenture June 1998 - July 2004
Skills
Program Management, Supply Chain Management, SDLC, IT Strategy, Manufacturing, Business Analysis, Management Consulting, Change Management, Process Improvement, Healthcare, Strategic Planning, Business Strategy, Customer Relations, Business Process..., Team Building, Process Engineering, Business Planning, New Business Development, Problem Solving, Software Project..., Cross-functional Team..., Strategy, Project Management, Operations Management, Management, Requirements Analysis, Customer Service, Consulting, Business Intelligence, Vendor Management, CRM, Leadership, Analysis, Team Leadership, Business Process
Education
Texas A&M University-Corpus Christi 1991 — 1994
MBA, Management
University of Michigan 1985 — 1989
BSEngineering, Meteorology
Courtney McGill's Fidelity Investments Experience June 2007 - September 2008
Job Manager, Tax Services at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
TD Ameritrade November 2013 - Present
TD Ameritrade November 2011 - November 2013
TD Ameritrade September 2010 - November 2011
TD Ameritrade August 2009 - August 2010
AXA Advisors October 2008 - May 2009
Fidelity Investments June 2007 - September 2008
Skills
Series 7, Investments, Series 63, Series 24, Retirement, Leadership, Securities, Team Management, Financial Services, Career Development..., Cost Basis Reporting, IRAs, Process Improvement, Employee Engagement, Operations Management, Equities, Management, Team Building, Options, 401k, Brokerage, Coaching, Quality Management, Productivity Coaching, Mentoring, Job Coaching, Change Management, Public Speaking, Financial Analysis, Fixed Income, Life Insurance
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Entrepreneurial Management; Spanish
Emem Inyang MBA(Dallas), LLB, BL(NIG)'s Fidelity Investments Experience April 2007 - August 2012
Job JD,Texas A&M University school of law (2015). Awaiting Bar Result
Industry Legal Services
Experience
Parkland Hospital May 2014 - Present
Parkland Hospital 2014 - 2014
Fidelity Investments April 2007 - August 2012
Fidelity Investments April 2007 - March 2008
TD Ameritrade October 2005 - March 2007
Skills
Risk Management, Financial Analysis, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Investments, Retirement Planning, Series 24, FINRA, Equities, Uniform Combined State..., Investment Advisory, Retirement, Banking
Education
Texas A&M University School of Law 2012 — 2015
JD, Law
The University of Dallas 2007 — 2009
MBA, CORPORATE FINANCE
The University of Uyo 1994 — 2000
Law, Law
Parkland Hospital May 2014 - Present
Parkland Hospital 2014 - 2014
Fidelity Investments April 2007 - August 2012
Fidelity Investments April 2007 - March 2008
TD Ameritrade October 2005 - March 2007
Skills
Risk Management, Financial Analysis, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Investments, Retirement Planning, Series 24, FINRA, Equities, Uniform Combined State..., Investment Advisory, Retirement, Banking
Education
Texas A&M University School of Law 2012 — 2015
JD, Law
The University of Dallas 2007 — 2009
MBA, CORPORATE FINANCE
The University of Uyo 1994 — 2000
Law, Law
Brian Lenhart's Fidelity Investments Experience July 1993 - February 2000
Job Director of Weekend College at Collin College
Industry Higher Education
Experience
Collin College May 2014 - Present
Collin College December 2013 - April 2014
Collin College March 2008 - December 2013
Collin College September 2008 - August 2011
Collin College September 2009 - May 2011
Fidelity Investments July 1993 - February 2000
DCCCD January 1995 - May 1997
US Army August 1986 - April 1993
Skills
Higher Education, Teaching, Curriculum Design, Community Outreach, Staff Development, Public Speaking, Higher Education..., Curriculum Development, Lesson Planning, Research, Classroom, Tutoring, Editing, Program Development, Grant Writing, Educational Leadership, Microsoft Office, PowerPoint, Nonprofits, Volunteer Management, Fundraising, Spanish, Student Affairs, Student Development, Teaching, Academic...
Education
Texas A&M University-Corpus Christi
Master's of Science, Education Curriculum and Instruction
The University of Texas at Austin
Bachelor of Arts (B.A.), Political Science and Government
Collin College May 2014 - Present
Collin College December 2013 - April 2014
Collin College March 2008 - December 2013
Collin College September 2008 - August 2011
Collin College September 2009 - May 2011
Fidelity Investments July 1993 - February 2000
DCCCD January 1995 - May 1997
US Army August 1986 - April 1993
Skills
Higher Education, Teaching, Curriculum Design, Community Outreach, Staff Development, Public Speaking, Higher Education..., Curriculum Development, Lesson Planning, Research, Classroom, Tutoring, Editing, Program Development, Grant Writing, Educational Leadership, Microsoft Office, PowerPoint, Nonprofits, Volunteer Management, Fundraising, Spanish, Student Affairs, Student Development, Teaching, Academic...
Education
Texas A&M University-Corpus Christi
Master's of Science, Education Curriculum and Instruction
The University of Texas at Austin
Bachelor of Arts (B.A.), Political Science and Government
Aimee Flores's Fidelity Investments Experience March 2013 - July 2014
Job Director of Financial Reporting, Reddy Ice
Industry Accounting
Experience
Goldman Sachs July 2015 - Present
Reddy Ice August 2014 - July 2015
Fidelity Investments March 2013 - July 2014
Archon Group (a division of Goldman Sachs) 2006 - March 2013
KPMG Audit 2004 - 2006
Skills
Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, Private Equity, Financial Statements, Fund Accounting, Big 4, SEC filings, Internal Controls, GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
The University of Texas at Arlington 2001 — 2003
MPA, Accounting
Texas Christian University 1992 — 1996
Bachelor of Music Education, Vocal Music Education
Goldman Sachs July 2015 - Present
Reddy Ice August 2014 - July 2015
Fidelity Investments March 2013 - July 2014
Archon Group (a division of Goldman Sachs) 2006 - March 2013
KPMG Audit 2004 - 2006
Skills
Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, Private Equity, Financial Statements, Fund Accounting, Big 4, SEC filings, Internal Controls, GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
The University of Texas at Arlington 2001 — 2003
MPA, Accounting
Texas Christian University 1992 — 1996
Bachelor of Music Education, Vocal Music Education
Michelle Blackman's Fidelity Investments Experience May 1994 - Present
Job Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1994 - Present
Skills
Retirement, 401k, Defined Contribution, Employee Benefits, Defined Benefit, Relationship Management, Investments, Series 63
Education
Texas A&M University - Mays Business School 1979 — 1983
Finance
Fidelity Investments May 1994 - Present
Skills
Retirement, 401k, Defined Contribution, Employee Benefits, Defined Benefit, Relationship Management, Investments, Series 63
Education
Texas A&M University - Mays Business School 1979 — 1983
Finance
Carrie Pool's Fidelity Investments Experience February 2013 - October 2013
Job Human Resources Manager at Planet Fitness
Industry Financial Services
Experience
Fidelity Investments February 2013 - October 2013
FreshOne LLC November 2011 - December 2012
Fidelity Investments January 2008 - February 2009
Fidelity Investments October 2000 - December 2007
Fidelity Investments January 1997 - November 2000
Fidelity Investments July 1993 - January 1997
Skills
Recruiting, PMP, Project Management, Process Improvement, Six Sigma, Vendor Management, Training, Management, Leadership, Customer Service, Customer Satisfaction, Coaching, Visio, Call Centers, Business Analysis
Education
Texas A&M University 1988 — 1992
BS, Kinesiology-Sports Management
Fidelity Investments February 2013 - October 2013
FreshOne LLC November 2011 - December 2012
Fidelity Investments January 2008 - February 2009
Fidelity Investments October 2000 - December 2007
Fidelity Investments January 1997 - November 2000
Fidelity Investments July 1993 - January 1997
Skills
Recruiting, PMP, Project Management, Process Improvement, Six Sigma, Vendor Management, Training, Management, Leadership, Customer Service, Customer Satisfaction, Coaching, Visio, Call Centers, Business Analysis
Education
Texas A&M University 1988 — 1992
BS, Kinesiology-Sports Management
Terry Hanes's Fidelity Investments Experience 1986 - 2009
Job Product Sales Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Self Employeed March 2009 - December 2012
Fidelity Investments 1986 - 2009
Skills
Retirement, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Investment Advisory, Securities, Financial Advisory, Asset Allocation, Investments, Strategic Financial..., Financial Services, Asset Managment, Risk Management, Employee Benefits
Education
Texas A&M University-Commerce 1981 — 1985
BA, Marketing
Wells Fargo December 2012 - Present
Self Employeed March 2009 - December 2012
Fidelity Investments 1986 - 2009
Skills
Retirement, Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Investment Advisory, Securities, Financial Advisory, Asset Allocation, Investments, Strategic Financial..., Financial Services, Asset Managment, Risk Management, Employee Benefits
Education
Texas A&M University-Commerce 1981 — 1985
BA, Marketing
Cliff Ellis's Fidelity Investments Experience November 2009 - November 2014
Job Licensed Commercial Realtor & Investment Manager; Property Manager at Ellis & Tinsley, Inc.
Industry Financial Services
Experience
Ellis & Tinsley, Inc. November 2014 - Present
Fidelity Investments November 2009 - November 2014
Global Language Center February 2009 - November 2009
State Farm Insurance June 2006 - June 2008
Education
Texas Christian University 2001 — 2005
BBA, Finance, Accounting, Spanish, Japanese
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, International Finance & Accounting
Ellis & Tinsley, Inc. November 2014 - Present
Fidelity Investments November 2009 - November 2014
Global Language Center February 2009 - November 2009
State Farm Insurance June 2006 - June 2008
Education
Texas Christian University 2001 — 2005
BBA, Finance, Accounting, Spanish, Japanese
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, International Finance & Accounting
Laura Rawdon, C.P.A.'s Fidelity Investments Experience March 2012 - Present
Job Director Fund Reporting, Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2012 - Present
Atmos Energy January 2009 - March 2012
KPMG 2003 - 2008
Deloitte June 2002 - October 2003
Arthur Andersen 2001 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC Filings, SEC filings, Financial Accounting, Auditing
Education
Texas A&M University 1996 — 2001
BBA Accounting, MS Finance, Accounting and Finance
Texas A&M University - Mays Business School 1996 — 2001
BBA and MS, Accounting and Finance
Fidelity Investments March 2012 - Present
Atmos Energy January 2009 - March 2012
KPMG 2003 - 2008
Deloitte June 2002 - October 2003
Arthur Andersen 2001 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC Filings, SEC filings, Financial Accounting, Auditing
Education
Texas A&M University 1996 — 2001
BBA Accounting, MS Finance, Accounting and Finance
Texas A&M University - Mays Business School 1996 — 2001
BBA and MS, Accounting and Finance
Herbert Johnson Jr.'s Fidelity Investments Experience March 2007 - December 2008
Job Realtor at Johnson & Associates Realty / Nathan Grace Real Estate
Industry Real Estate
Experience
Johnson & Associates Realty / Nathan - Grace Real Estate April 2015 - Present
Keller Willams Realty Johnson & Associates June 2014 - April 2015
Nationstor Mortgage LLC January 2013 - May 2014
Bank of America January 2008 - November 2012
Fidelity Investments March 2007 - December 2008
Walgreens August 2006 - February 2007
Skills
Mortgage Lending, Loans, Credit, Finance, Mortgage Servicing, Investment Properties, Sales, Loan Origination, FHA, Marketing, CRM, Microsoft Excel, Refinance, Banking, Residential Mortgages, VA loans, Mortgage Banking, FHA financing, Underwriting, Real Estate
Education
Texas A&M University-Commerce 2004 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Texas A&M University-Commerce 2002 — 2006
Yes, Marketing
Johnson & Associates Realty / Nathan - Grace Real Estate April 2015 - Present
Keller Willams Realty Johnson & Associates June 2014 - April 2015
Nationstor Mortgage LLC January 2013 - May 2014
Bank of America January 2008 - November 2012
Fidelity Investments March 2007 - December 2008
Walgreens August 2006 - February 2007
Skills
Mortgage Lending, Loans, Credit, Finance, Mortgage Servicing, Investment Properties, Sales, Loan Origination, FHA, Marketing, CRM, Microsoft Excel, Refinance, Banking, Residential Mortgages, VA loans, Mortgage Banking, FHA financing, Underwriting, Real Estate
Education
Texas A&M University-Commerce 2004 — 2006
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Texas A&M University-Commerce 2002 — 2006
Yes, Marketing
Camille Dulaney's Fidelity Investments Experience 1997 - 2008
Job Retired and living in San Miguel de Allende, Mexico
Industry Human Resources
Experience
Fidelity Investments 1997 - 2008
Electronic Data Systems 1986 - 1997
Skills
E-Learning, Adult Education, Finance, Management, Consulting, Project Management
Education
Texas A&M University-Commerce
BA, BS, M.Ed., English, Education, Computer Science
Fidelity Investments 1997 - 2008
Electronic Data Systems 1986 - 1997
Skills
E-Learning, Adult Education, Finance, Management, Consulting, Project Management
Education
Texas A&M University-Commerce
BA, BS, M.Ed., English, Education, Computer Science
Daniel Dekat's Fidelity Investments Experience February 2013 - Present
Job Regional Sales Consultant Defined Contribution Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Knight Services January 2010 - January 2012
Capital Institutional Services January 2007 - December 2010
Ryan July 2002 - January 2007
State Farm Insurance June 2000 - August 2000
Skills
Retirement Plan..., 401k, Qualified Retirement..., Relationship Management, Business Development, Portfolio Management, Selling, Sales, Investments, Relationship..., Sales&Marketing, Salesforce.com, Database Modeling, Database Systems, Project Management, Finance, CRM, Strategic Planning, Hedge Funds, Financial Services, Leadership, Management
Education
Texas A&M University 1997 — 2001
BBA, Business / Management Information Systems
Fidelity Investments February 2013 - Present
Knight Services January 2010 - January 2012
Capital Institutional Services January 2007 - December 2010
Ryan July 2002 - January 2007
State Farm Insurance June 2000 - August 2000
Skills
Retirement Plan..., 401k, Qualified Retirement..., Relationship Management, Business Development, Portfolio Management, Selling, Sales, Investments, Relationship..., Sales&Marketing, Salesforce.com, Database Modeling, Database Systems, Project Management, Finance, CRM, Strategic Planning, Hedge Funds, Financial Services, Leadership, Management
Education
Texas A&M University 1997 — 2001
BBA, Business / Management Information Systems
Austen Stevens's Fidelity Investments Experience October 2004 - July 2005
Job Energy Marketing Representative at BOPCO, L.P.
Industry Oil & Energy
Experience
BOPCO, L.P. July 2008 - Present
Barbnet Investment Company July 2005 - July 2008
Fidelity Investments October 2004 - July 2005
AIM Investments May 2004 - August 2004
Skills
Trading, Commodity, Oil/Gas, Upstream, Gas, Petroleum, Commodity Markets, Strategic Planning, Business Strategy, Energy, Natural Gas, Risk Management, Financial Modeling, Energy Industry, Contract Negotiation, Pipelines, Oil, Microsoft Office, Marketing, Leadership, Mergers, Energy Markets, Downstream Oil
Education
University of North Texas 2004 — 2006
MBA, Finance
Texas A&M University 2000 — 2004
BBA, Finance
BOPCO, L.P. July 2008 - Present
Barbnet Investment Company July 2005 - July 2008
Fidelity Investments October 2004 - July 2005
AIM Investments May 2004 - August 2004
Skills
Trading, Commodity, Oil/Gas, Upstream, Gas, Petroleum, Commodity Markets, Strategic Planning, Business Strategy, Energy, Natural Gas, Risk Management, Financial Modeling, Energy Industry, Contract Negotiation, Pipelines, Oil, Microsoft Office, Marketing, Leadership, Mergers, Energy Markets, Downstream Oil
Education
University of North Texas 2004 — 2006
MBA, Finance
Texas A&M University 2000 — 2004
BBA, Finance
venkateswarlu sarvepalli's Fidelity Investments Experience 2012 - 2013
Job Associate Release Engineer at Salesforce
Industry Information Technology and Services
Experience
Salesforce February 2015 - Present
Blue Shield of California July 2010 - January 2015
Fidelity Investments 2012 - 2013
Skills
Ant, Tomcat, Jenkins, WebSphere Application..., Maven, JIRA, Shell Scripting, Perl, ClearCase, PVCS, Perforce, Informatica..., WebSphere Message Broker, Core Java, ITIL Process, Python, Subversion, Puppet, Ruby, Git
Education
Texas A&M University-Kingsville 2008 — 2010
Master's degree, Computer Science, A
Siddarth Engineer College
Salesforce February 2015 - Present
Blue Shield of California July 2010 - January 2015
Fidelity Investments 2012 - 2013
Skills
Ant, Tomcat, Jenkins, WebSphere Application..., Maven, JIRA, Shell Scripting, Perl, ClearCase, PVCS, Perforce, Informatica..., WebSphere Message Broker, Core Java, ITIL Process, Python, Subversion, Puppet, Ruby, Git
Education
Texas A&M University-Kingsville 2008 — 2010
Master's degree, Computer Science, A
Siddarth Engineer College
Jade Garrett Powers's Fidelity Investments Experience February 2015 - Present
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments March 2012 - January 2015
Geo Care, Inc. August 2010 - March 2012
Cornell Companies March 2006 - August 2010
Cornell Companies November 2003 - March 2006
Cornell Companies September 2002 - November 2003
Skills
Budget Process, Forecasting, Financial Modeling, Financial Analysis, Management, Leadership
Education
Texas A&M University-Commerce
MBA
The University of Texas at Arlington - College of Business Administration
BBA-Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments March 2012 - January 2015
Geo Care, Inc. August 2010 - March 2012
Cornell Companies March 2006 - August 2010
Cornell Companies November 2003 - March 2006
Cornell Companies September 2002 - November 2003
Skills
Budget Process, Forecasting, Financial Modeling, Financial Analysis, Management, Leadership
Education
Texas A&M University-Commerce
MBA
The University of Texas at Arlington - College of Business Administration
BBA-Accounting
San David, MA, MBA's Fidelity Investments Experience May 2006 - November 2006
Job Quality Control Specialist, Foreclosure Department
Industry Financial Services
Experience
Nationstar Mortgage October 2014 - Present
Nationstar Mortgage September 2009 - October 2014
Countrywide/Bank of America January 2007 - May 2009
Fidelity Investments May 2006 - November 2006
Skills
Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Project Management, Business Strategy, Financial Modeling, Change Management, Portfolio Management, Process Improvement, Strategic Financial..., New Business Development, Insurance, Credit, Negotiation, Sales Management, Budgets, Team Leadership, Offshore Transition, Quality Control, Training, Finance, Analysis, Management, Call Centers, Mortgage Lending, Time Management, Business Process, Tax, Account Management, Securities, Forecasting, Financial Reporting, Auditing, Due Diligence, Mergers & Acquisitions, Financial Advisory, Business Process..., Financial Services, Internal Audit, Business Planning, Access, Managerial Finance, Mortgage Servicing, Corporate Finance, Leadership, Cash Management, Internal Controls
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Arlington 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration, Management, Finance & Accounting
University of Calicut 1988 — 1990
Master's Degree, English Language and Literature, General, Cum laude
University of Calicut 1984 — 1987
Bachelor of Science (B.Sc.), Mathematics, Physics & Statistics
Nationstar Mortgage October 2014 - Present
Nationstar Mortgage September 2009 - October 2014
Countrywide/Bank of America January 2007 - May 2009
Fidelity Investments May 2006 - November 2006
Skills
Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Project Management, Business Strategy, Financial Modeling, Change Management, Portfolio Management, Process Improvement, Strategic Financial..., New Business Development, Insurance, Credit, Negotiation, Sales Management, Budgets, Team Leadership, Offshore Transition, Quality Control, Training, Finance, Analysis, Management, Call Centers, Mortgage Lending, Time Management, Business Process, Tax, Account Management, Securities, Forecasting, Financial Reporting, Auditing, Due Diligence, Mergers & Acquisitions, Financial Advisory, Business Process..., Financial Services, Internal Audit, Business Planning, Access, Managerial Finance, Mortgage Servicing, Corporate Finance, Leadership, Cash Management, Internal Controls
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Arlington 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration, Management, Finance & Accounting
University of Calicut 1988 — 1990
Master's Degree, English Language and Literature, General, Cum laude
University of Calicut 1984 — 1987
Bachelor of Science (B.Sc.), Mathematics, Physics & Statistics
Tom Schabel, CISSP's Fidelity Investments Experience August 2012 - Present
Job Network Security Engineer (Contract) at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments August 2012 - Present
Genband June 2010 - May 2012
City of Plano, Texas March 2000 - June 2010
Skills
VPN, Active Directory, Cisco Technologies, DHCP, DNS, Data Center, Firewalls, IP, Network Security, Security, Servers, Switches, TCP/IP
Education
Texas A&M University
BBA, Finance
Fidelity Investments August 2012 - Present
Genband June 2010 - May 2012
City of Plano, Texas March 2000 - June 2010
Skills
VPN, Active Directory, Cisco Technologies, DHCP, DNS, Data Center, Firewalls, IP, Network Security, Security, Servers, Switches, TCP/IP
Education
Texas A&M University
BBA, Finance
Wesley Meredith's Fidelity Investments Experience January 2013 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2013 - Present
Texas A&M University September 2010 - December 2012
Education
Texas A&M University 2008 — 2012
Bachelor of Science, Majoring in Computer Engineering, Minoring in Mathematics
Fidelity Investments January 2013 - Present
Texas A&M University September 2010 - December 2012
Education
Texas A&M University 2008 — 2012
Bachelor of Science, Majoring in Computer Engineering, Minoring in Mathematics
David K. Colbert's Fidelity Investments Experience September 2012 - Present
Job Internal Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments January 2010 - Present
Education
Texas A&M University-Commerce
Bachelor of Science (BS), Agricultural Sciences
Texas A&M University-Commerce
Master of Science (MS), Agricultural Economics
Fidelity Investments September 2012 - Present
Fidelity Investments January 2010 - Present
Education
Texas A&M University-Commerce
Bachelor of Science (BS), Agricultural Sciences
Texas A&M University-Commerce
Master of Science (MS), Agricultural Economics
Chase Dickinson's Fidelity Investments Experience January 2011 - September 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments January 2011 - September 2012
Tower Loan January 2011 - February 2012
Skills
Leadership, Organization, Problem Solving, Risk Management, Critical Thinking, Economics, Finance, Accounting, Mathematics, Microsoft Office, Microsoft Excel, Employee Benefits, Customer Service, 401k, Retirement, Banking, Call Centers
Education
Texas A&M University at Galveston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Fidelity Investments January 2011 - September 2012
Tower Loan January 2011 - February 2012
Skills
Leadership, Organization, Problem Solving, Risk Management, Critical Thinking, Economics, Finance, Accounting, Mathematics, Microsoft Office, Microsoft Excel, Employee Benefits, Customer Service, 401k, Retirement, Banking, Call Centers
Education
Texas A&M University at Galveston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Andye Austin Pettyjohn's Fidelity Investments Experience June 2014 - Present
Job Financial Rep., Tax Exempt Markets
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Southlake Carroll ISD October 2006 - June 2014
Dell December 1997 - June 2003
Dell 1999 - 2001
Skills
Human Resources, Personnel Management, Lesson Planning, Classroom, Classroom Management, Educational Technology, Educational Leadership, K-12, Tutoring
Education
Texas Christian University 1989 — 1994
Bachelor of Science (B.S.), Comm. in Human Relations
Fidelity Investments June 2014 - Present
Southlake Carroll ISD October 2006 - June 2014
Dell December 1997 - June 2003
Dell 1999 - 2001
Skills
Human Resources, Personnel Management, Lesson Planning, Classroom, Classroom Management, Educational Technology, Educational Leadership, K-12, Tutoring
Education
Texas Christian University 1989 — 1994
Bachelor of Science (B.S.), Comm. in Human Relations
Dave Banerjee's Fidelity Investments Experience January 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - August 2013
Beta Inc. May 2011 - August 2012
Skills
Enterprise Architecture, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, PowerPoint, Data Analysis, Project Management, SQL, Management, Customer Service, Vendor Management, Java, Strategic Planning, C
Education
The University of Texas at Dallas 2011 — 2014
Bachelor of Science (BS), Computer Science
Texas A&M University 2009 — 2011
Bachelor of Science (BS), Biology, General
Plano West 2007 — 2009
Plano West
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - August 2013
Beta Inc. May 2011 - August 2012
Skills
Enterprise Architecture, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Process Improvement, PowerPoint, Data Analysis, Project Management, SQL, Management, Customer Service, Vendor Management, Java, Strategic Planning, C
Education
The University of Texas at Dallas 2011 — 2014
Bachelor of Science (BS), Computer Science
Texas A&M University 2009 — 2011
Bachelor of Science (BS), Biology, General
Plano West 2007 — 2009
Plano West
Brandon Nathan's Fidelity Investments Experience April 2008 - April 2015
Job System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - April 2015
GMAC Mortgage Inc. August 2007 - November 2007
United States Small Business Administration April 2006 - January 2007
Skills
ITIL Certified, Mainframe, InvestOne, Livelink, Microsoft SQL Server, SharePoint, Monarch, Accounting, Account Management, Bloomberg Terminal, Pricing, Procedure Development, Employee Training, Business Analysis, Financial Analysis, Financial Accounting, Microsoft Office, Interviews, Organizational..., Leadership Development
Education
The University of Texas at Arlington 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Texas A&M University-Commerce 2001 — 2003
Fidelity Investments April 2008 - April 2015
GMAC Mortgage Inc. August 2007 - November 2007
United States Small Business Administration April 2006 - January 2007
Skills
ITIL Certified, Mainframe, InvestOne, Livelink, Microsoft SQL Server, SharePoint, Monarch, Accounting, Account Management, Bloomberg Terminal, Pricing, Procedure Development, Employee Training, Business Analysis, Financial Analysis, Financial Accounting, Microsoft Office, Interviews, Organizational..., Leadership Development
Education
The University of Texas at Arlington 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Texas A&M University-Commerce 2001 — 2003
Colin Kirkpatrick's Fidelity Investments Experience August 2000 - August 2005
Job Executive Chef at Sodexo
Industry Food & Beverages
Experience
Sodexo November 2014 - Present
Aspen Catering October 2008 - October 2014
Whole Foods Market May 2006 - October 2008
Fidelity Investments August 2000 - August 2005
Skills
Catering, Culinary Skills, Menu Development, Food Service, Food, Cooking, Fine Dining, Restaurants, Food Safety, Food & Beverage, Restaurant Management, Banquets, Cuisine, Recipes, Food Industry
Education
Art Institute of Dallas 2005 — 2007
Associate's degree, Culinary Arts/Chef Training
Texas Christian University 1996 — 2000
Bachelor's degree, Finance, General
Sodexo November 2014 - Present
Aspen Catering October 2008 - October 2014
Whole Foods Market May 2006 - October 2008
Fidelity Investments August 2000 - August 2005
Skills
Catering, Culinary Skills, Menu Development, Food Service, Food, Cooking, Fine Dining, Restaurants, Food Safety, Food & Beverage, Restaurant Management, Banquets, Cuisine, Recipes, Food Industry
Education
Art Institute of Dallas 2005 — 2007
Associate's degree, Culinary Arts/Chef Training
Texas Christian University 1996 — 2000
Bachelor's degree, Finance, General
William Raines's Fidelity Investments Experience January 2000 - May 2001
Job Client Service Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
Gino Campos's Fidelity Investments Experience July 1995 - Present
Job Financial Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1995 - Present
Education
Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The University of Dallas
Master of Business Administration (MBA)
Fidelity Investments July 1995 - Present
Education
Texas A&M University-Commerce
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The University of Dallas
Master of Business Administration (MBA)
Alexandra Champagne's Fidelity Investments Experience March 2015 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments March 2015 - May 2015
Texas Christian University January 2013 - January 2015
Texas Christian University March 2011 - September 2012
Skills
Leadership, Outlook, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Communication, Phone Etiquette, Help Desk Support, Helping Clients Succeed, Client Relations, Client Development, Customer Service, International Economics, Political Science, Economics
Education
Texas Christian University 2010 — 2014
Bachelor’s Degree, International Economics
Fidelity Investments March 2015 - May 2015
Texas Christian University January 2013 - January 2015
Texas Christian University March 2011 - September 2012
Skills
Leadership, Outlook, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Communication, Phone Etiquette, Help Desk Support, Helping Clients Succeed, Client Relations, Client Development, Customer Service, International Economics, Political Science, Economics
Education
Texas Christian University 2010 — 2014
Bachelor’s Degree, International Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank