Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Mary Asghar Mary Asghar's Fidelity Investments Experience December 2011 - April 2015
Job T&E Accountant at Galderma Laboratories
Industry Accounting
Experience
Galderma April 2015 - Present
Fidelity Investments December 2011 - April 2015
The Independent BankersBank April 2011 - December 2011
Three Dog Bakery August 2008 - April 2011
OmniAmerican Bank November 2003 - July 2006
OmniAmerican Bank June 2001 - November 2003
OmniAmerican Bank April 1998 - June 2001
OmniAmerican Bank May 1997 - April 1998
OmniAmerican Bank November 1994 - May 1997
Skills
Banking, Finance, Risk Management, Retail Banking, Credit, Management, Loans, Credit Analysis, Credit Cards, Financial Analysis, Vendor Management
Education
Texas Christian University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas Christian University - M.J. Neeley School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Galderma April 2015 - Present
Fidelity Investments December 2011 - April 2015
The Independent BankersBank April 2011 - December 2011
Three Dog Bakery August 2008 - April 2011
OmniAmerican Bank November 2003 - July 2006
OmniAmerican Bank June 2001 - November 2003
OmniAmerican Bank April 1998 - June 2001
OmniAmerican Bank May 1997 - April 1998
OmniAmerican Bank November 1994 - May 1997
Skills
Banking, Finance, Risk Management, Retail Banking, Credit, Management, Loans, Credit Analysis, Credit Cards, Financial Analysis, Vendor Management
Education
Texas Christian University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas Christian University - M.J. Neeley School of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Corina (Medina) Stohner Corina (Medina) Stohner's Fidelity Investments Experience 2012 - Present
Job Alternative Investments Anaylst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
J.P. Morgan May 2010 - August 2010
Sivensa May 2009 - August 2009
Skills
Finance, Investments, Banking, Portfolio Management, Analysis, Account Reconciliation, Auditing, Financial Analysis, Mutual Funds, Securities, Trading
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Science (BS), Spanish Language and Literature
Fidelity Investments 2012 - Present
J.P. Morgan May 2010 - August 2010
Sivensa May 2009 - August 2009
Skills
Finance, Investments, Banking, Portfolio Management, Analysis, Account Reconciliation, Auditing, Financial Analysis, Mutual Funds, Securities, Trading
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Science (BS), Spanish Language and Literature
Scott Lanigan, FRM Scott Lanigan, FRM's Fidelity Investments Experience August 2013 - September 2014
Job Financial Analyst at Merit Energy Company
Industry Oil & Energy
Experience
Merit Energy Company October 2014 - Present
Fidelity Investments August 2013 - September 2014
Century Management April 2013 - July 2013
Skills
Portfolio Management, Investments, Security Valuation, Financial Modeling, Leadership, Microsoft Office, Presentations, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Valuation, Finance, Financial Analysis, Accounting, Bloomberg Terminal, Management, Data Analysis, Fixed Income, Bloomberg, Equity Valuation, Mutual Funds, Asset Allocation, Equity Research, Analysis, Corporate Finance, Morningstar, Economics, Equities
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merit Energy Company October 2014 - Present
Fidelity Investments August 2013 - September 2014
Century Management April 2013 - July 2013
Skills
Portfolio Management, Investments, Security Valuation, Financial Modeling, Leadership, Microsoft Office, Presentations, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Valuation, Finance, Financial Analysis, Accounting, Bloomberg Terminal, Management, Data Analysis, Fixed Income, Bloomberg, Equity Valuation, Mutual Funds, Asset Allocation, Equity Research, Analysis, Corporate Finance, Morningstar, Economics, Equities
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lindsay Jacobsen Lindsay Jacobsen's Fidelity Investments Experience March 2015 - Present
Job Recruiter
Industry Staffing and Recruiting
Experience
Fidelity Investments March 2015 - Present
Aramco Services Company May 2013 - March 2015
TEKsystems August 2011 - February 2013
Family Dentistry January 2006 - August 2011
Aldo Outlet June 2009 - December 2009
Lifetime Fitness June 2006 - August 2007
Skills
Recruiting, Interviews, Management, Sourcing, SAP, Customer Service, Technical Recruiting, Temporary Placement, Social Networking, Leadership, Outlook, Building Relationships, Sales, Microsoft Office, Time Management, Networking, Microsoft Excel, Internet Recruiting, Contract Recruitment, PowerPoint, Staffing Services, JD Edwards, Social Media, Applicant Tracking..., SAP ERP, Program Management, Human Resources, SAP Recruiting, Benefits Negotiation, Talent Acquisition, Employee Benefits, ERP, Screening Resumes, Onboarding, Screening, CRM, Staff Augmentation, Vendor Management, Training, Employee Relations, Hiring
Education
Texas State University-San Marcos 2007 — 2011
Business, Marketing
Fidelity Investments March 2015 - Present
Aramco Services Company May 2013 - March 2015
TEKsystems August 2011 - February 2013
Family Dentistry January 2006 - August 2011
Aldo Outlet June 2009 - December 2009
Lifetime Fitness June 2006 - August 2007
Skills
Recruiting, Interviews, Management, Sourcing, SAP, Customer Service, Technical Recruiting, Temporary Placement, Social Networking, Leadership, Outlook, Building Relationships, Sales, Microsoft Office, Time Management, Networking, Microsoft Excel, Internet Recruiting, Contract Recruitment, PowerPoint, Staffing Services, JD Edwards, Social Media, Applicant Tracking..., SAP ERP, Program Management, Human Resources, SAP Recruiting, Benefits Negotiation, Talent Acquisition, Employee Benefits, ERP, Screening Resumes, Onboarding, Screening, CRM, Staff Augmentation, Vendor Management, Training, Employee Relations, Hiring
Education
Texas State University-San Marcos 2007 — 2011
Business, Marketing
Jacob Flosi Jacob Flosi's Fidelity Investments Experience April 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - April 2015
Frontera Strategies November 2013 - July 2014
TCU Recreation Center June 2009 - May 2012
Colorado Springs Christian Schools August 2008 - November 2008
Skills
Cpr Certified, Customer Service, Social Media, Exercise Physiology, Fitness Training, Microsoft Excel, PowerPoint, Teamwork, Windows, First Aid, Health Promotion, Fitness, Healthcare, Microsoft Office, Microsoft Word, Research, Coaching Staff, Basic Life Support, EKG, Graded Exercise Testing, ACLS, BLS, CPR Certified, Coaching
Education
Texas Christian University 2009 — 2013
Bachelor of Science (BS)
The University of Texas at Arlington 2013 — 2013
Business, Management and Entrepreneurship
University of Colorado at Colorado Springs 2008 — 2009
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - April 2015
Frontera Strategies November 2013 - July 2014
TCU Recreation Center June 2009 - May 2012
Colorado Springs Christian Schools August 2008 - November 2008
Skills
Cpr Certified, Customer Service, Social Media, Exercise Physiology, Fitness Training, Microsoft Excel, PowerPoint, Teamwork, Windows, First Aid, Health Promotion, Fitness, Healthcare, Microsoft Office, Microsoft Word, Research, Coaching Staff, Basic Life Support, EKG, Graded Exercise Testing, ACLS, BLS, CPR Certified, Coaching
Education
Texas Christian University 2009 — 2013
Bachelor of Science (BS)
The University of Texas at Arlington 2013 — 2013
Business, Management and Entrepreneurship
University of Colorado at Colorado Springs 2008 — 2009
Cliffton Douangdara's Fidelity Investments Experience March 2014 - Present
Job Sr. Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Fidelity Investments March 2014 - Present
Apex Clearing August 2013 - March 2014
Apex Clearing August 2012 - August 2013
Penson Financial Services November 2010 - August 2012
Penson Financial Services October 2007 - November 2010
Penson Financial Services January 2007 - October 2007
TD Ameritrade October 2006 - December 2006
MetLife Financial Services December 2005 - October 2006
Skills
Securities, Equities, Series 7, Fixed Income, Series 63, Options, Bloomberg, Financial Services, Electronic Trading, Trading, Financial Markets, Trading Systems, Mutual Funds, Back Office, FINRA, Process Improvement
Education
Texas Christian University - M.J. Neeley School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 2001 — 2005
Bachelors, Economics
Lauren Wilcox Lauren Wilcox's Fidelity Investments Experience May 2013 - December 2013
Job Accenture Business Integration & Technology
Industry Information Technology and Services
Experience
Accenture July 2015 - Present
Lockheed Martin August 2014 - May 2015
Texas Health Resources June 2014 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Microsoft Excel, Financial Analysis, Customer Service, Event Planning, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Teamwork
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), BIS, Supply Chain Management
New Canaan High School
Accenture July 2015 - Present
Lockheed Martin August 2014 - May 2015
Texas Health Resources June 2014 - August 2014
Fidelity Investments May 2013 - December 2013
Skills
Microsoft Excel, Financial Analysis, Customer Service, Event Planning, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Teamwork
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), BIS, Supply Chain Management
New Canaan High School
Joshua Criswell Joshua Criswell's Fidelity Investments Experience January 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Costco Wholesale August 2013 - December 2013
Costco Wholesale August 2012 - January 2013
Apple May 2010 - January 2011
The Home Depot February 2008 - May 2010
CSA ltd August 2006 - January 2007
US Navy September 2001 - September 2005
Education
Texas State University 2009 — 2013
Bachelor's Degree, Economics
Texas State University 2009 — 2013
Bachelor's Degree, Business/Managerial Economics
Fidelity Investments January 2015 - Present
Costco Wholesale August 2013 - December 2013
Costco Wholesale August 2012 - January 2013
Apple May 2010 - January 2011
The Home Depot February 2008 - May 2010
CSA ltd August 2006 - January 2007
US Navy September 2001 - September 2005
Education
Texas State University 2009 — 2013
Bachelor's Degree, Economics
Texas State University 2009 — 2013
Bachelor's Degree, Business/Managerial Economics
Molly Stothert-Maurer Molly Stothert-Maurer's Fidelity Investments Experience March 2011 - October 2011
Job Archivist
Industry Libraries
Experience
Perkins School for the Blind June 2011 - Present
Fidelity Investments March 2011 - October 2011
Center for Creative Photography August 2010 - January 2011
Postal History Foundation August 2009 - December 2010
Arizona Health Sciences Library May 2010 - August 2010
University of Arizona School of Information Resources and Library Science August 2009 - August 2010
Blue Star Contemporary Art Center 2006 - 2006
Skills
Museums, Art, Art History, Cataloging, Archives, Curating, Museum Collections, Library, Digital Preservation, Metadata, Special Collections, Digitization, Fine Art, Archival Research, Library Science, Books, Collection Development, Dublin Core, Archival Processing, Library Reference
Education
University of Arizona 2009 — 2010
Masters, Information Resources and Library Science
Texas State University-San Marcos
BFA, Painting
Perkins School for the Blind June 2011 - Present
Fidelity Investments March 2011 - October 2011
Center for Creative Photography August 2010 - January 2011
Postal History Foundation August 2009 - December 2010
Arizona Health Sciences Library May 2010 - August 2010
University of Arizona School of Information Resources and Library Science August 2009 - August 2010
Blue Star Contemporary Art Center 2006 - 2006
Skills
Museums, Art, Art History, Cataloging, Archives, Curating, Museum Collections, Library, Digital Preservation, Metadata, Special Collections, Digitization, Fine Art, Archival Research, Library Science, Books, Collection Development, Dublin Core, Archival Processing, Library Reference
Education
University of Arizona 2009 — 2010
Masters, Information Resources and Library Science
Texas State University-San Marcos
BFA, Painting
Will Huffaker, Jr. Will Huffaker, Jr.'s Fidelity Investments Experience February 2006 - December 2007
Job RIA Compliance Consultant at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group February 2014 - Present
Williams Financial Group August 2013 - February 2014
Williams Financial Group May 2011 - August 2013
Williams Financial Group April 2010 - May 2011
Williams Financial Group December 2008 - April 2010
HD Vest January 2008 - November 2008
Fidelity Investments February 2006 - December 2007
Birch Telecom June 2004 - January 2006
Skills
Series 7, Series 63, Series 66, Series 24, Financial Advisory, Investment Advisory, Retirement, Financial Services, Wealth Management, Investments, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Wealth Management..., Investment Strategies, Finance, Asset Management, Alternative Investments, Life Insurance, General Insurance, Asset Managment, ETFs, Investment Management, Financial Planning
Education
Texas Christian University 1998 — 2002
Bachelor of Science
Chaminade College Prep 1992 — 1998
Williams Financial Group February 2014 - Present
Williams Financial Group August 2013 - February 2014
Williams Financial Group May 2011 - August 2013
Williams Financial Group April 2010 - May 2011
Williams Financial Group December 2008 - April 2010
HD Vest January 2008 - November 2008
Fidelity Investments February 2006 - December 2007
Birch Telecom June 2004 - January 2006
Skills
Series 7, Series 63, Series 66, Series 24, Financial Advisory, Investment Advisory, Retirement, Financial Services, Wealth Management, Investments, Securities, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Wealth Management..., Investment Strategies, Finance, Asset Management, Alternative Investments, Life Insurance, General Insurance, Asset Managment, ETFs, Investment Management, Financial Planning
Education
Texas Christian University 1998 — 2002
Bachelor of Science
Chaminade College Prep 1992 — 1998
Meredith Toupal's Fidelity Investments Experience June 2010 - August 2010
Job Professional Recruiter at JoCo
Industry Staffing and Recruiting
Experience
JoCo August 2011 - Present
Fidelity Investments June 2010 - August 2010
Alliance Abroad Group December 2009 - May 2010
Skills
Recruiting, Technical Recruiting, Negotiation, Talent Acquisition, Applicant Tracking..., Staffing Services, Employee Relations, Sourcing, Human Resources, Account Management, Leadership, Temporary Placement, Interviews, CRM, Strategic Sourcing, College Recruiting, Customer Service, Training, Cold Calling, Management, Vendor Management, Hiring, Talent Management, Employee Training, Personnel Management, Employee Benefits, Building Relationships, Consulting, Information Technology, Resource Management, PeopleSoft, Analysis, HRIS, Performance Management, Benefits Negotiation, Screening Resumes, People Development
Education
Texas State University-San Marcos
Bachelors International Studies/Business, International Business/Marketing
JoCo August 2011 - Present
Fidelity Investments June 2010 - August 2010
Alliance Abroad Group December 2009 - May 2010
Skills
Recruiting, Technical Recruiting, Negotiation, Talent Acquisition, Applicant Tracking..., Staffing Services, Employee Relations, Sourcing, Human Resources, Account Management, Leadership, Temporary Placement, Interviews, CRM, Strategic Sourcing, College Recruiting, Customer Service, Training, Cold Calling, Management, Vendor Management, Hiring, Talent Management, Employee Training, Personnel Management, Employee Benefits, Building Relationships, Consulting, Information Technology, Resource Management, PeopleSoft, Analysis, HRIS, Performance Management, Benefits Negotiation, Screening Resumes, People Development
Education
Texas State University-San Marcos
Bachelors International Studies/Business, International Business/Marketing
Jennifer Stovall Jennifer Stovall's Fidelity Investments Experience September 2007 - Present
Job Senior Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Education
Texas Christian University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments September 2007 - Present
Education
Texas Christian University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Todd Wax, CFA Todd Wax, CFA's Fidelity Investments Experience March 2007 - May 2009
Job Mutual Fund Research Communications Specialist at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Thornburg Investment Management June 2012 - Present
Thornburg Investment Management March 2012 - June 2012
Thornburg Investment Management March 2010 - March 2012
Fidelity Investments March 2007 - May 2009
Kysor Panel Systems June 2003 - March 2007
Amegy Bank June 2002 - August 2002
Regions Bank June 1998 - August 1998
UBS Wealth Management January 1998 - February 1998
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2009
MBA, 3.8
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
BBA
Michael Cowles Michael Cowles's Fidelity Investments Experience December 2014 - Present
Job Fraud Customer Response Specialist Customer Protection and Financial Intelligence at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments September 2013 - December 2014
Whelan Security January 2013 - June 2013
United States Marine Corps 2004 - September 2006
Skills
Military Experience, Stock Trading, Mutual Fund Trading, Financial Intelligence, Fraud Analysis, Fraud Detection, Physical Security, Tactics, Training, Customer Service, Microsoft Excel, Microsoft Word, Marksmanship, Team Management, Payroll, Leadership, Fitness Training, Combatives, Administrative Work, Asset Retention, Asset Protection, Microsoft Office
Education
Texas State University 2006 — 2009
Bachelors, Criminal Justice, Business
The University of Texas at Arlington 2005 — 2006
Criminal Justice/Police Science
Fidelity Investments December 2014 - Present
Fidelity Investments September 2013 - December 2014
Whelan Security January 2013 - June 2013
United States Marine Corps 2004 - September 2006
Skills
Military Experience, Stock Trading, Mutual Fund Trading, Financial Intelligence, Fraud Analysis, Fraud Detection, Physical Security, Tactics, Training, Customer Service, Microsoft Excel, Microsoft Word, Marksmanship, Team Management, Payroll, Leadership, Fitness Training, Combatives, Administrative Work, Asset Retention, Asset Protection, Microsoft Office
Education
Texas State University 2006 — 2009
Bachelors, Criminal Justice, Business
The University of Texas at Arlington 2005 — 2006
Criminal Justice/Police Science
Matt Tilley Matt Tilley's Fidelity Investments Experience May 2012 - February 2013
Job Frog walks dogs
Industry Individual & Family Services
Experience
Frog walks dogs October 2013 - Present
Fidelity Investments May 2012 - February 2013
Nationstar Mortgage June 2011 - April 2012
Enterprise Rent-A-Car May 2010 - May 2011
Skills
Customer Satisfaction, Customer Retention, Customer Service, Sales, Account Management, Sales Operations, Process Improvement, Microsoft Office, Microsoft Excel, Team Leadership, Training, Microsoft Word, Sales Process
Education
Texas Christian University 2006 — 2010
Marketing and Finance
Frog walks dogs October 2013 - Present
Fidelity Investments May 2012 - February 2013
Nationstar Mortgage June 2011 - April 2012
Enterprise Rent-A-Car May 2010 - May 2011
Skills
Customer Satisfaction, Customer Retention, Customer Service, Sales, Account Management, Sales Operations, Process Improvement, Microsoft Office, Microsoft Excel, Team Leadership, Training, Microsoft Word, Sales Process
Education
Texas Christian University 2006 — 2010
Marketing and Finance
Nick Tyson's Fidelity Investments Experience May 2014 - August 2014
Job Client Financial Management Analyst at Accenture
Industry Financial Services
Experience
Accenture 2014 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Focused Execution, Teamwork, Critical Thinking, Competition, Learning Quickly, Organization, Asset Management, Trading, Commodity, Investments, Financial Services, Bonds, Securities, Leadership, Microsoft Office
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Accenture 2014 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, Focused Execution, Teamwork, Critical Thinking, Competition, Learning Quickly, Organization, Asset Management, Trading, Commodity, Investments, Financial Services, Bonds, Securities, Leadership, Microsoft Office
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Matt Peeler Matt Peeler's Fidelity Investments Experience June 2011 - Present
Job Spartan Brokerage Equity and Options Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments February 2010 - June 2011
Jim Bradshaw Consulting May 2009 - October 2009
Skills
Equity Trading, Equity Valuation, Options Strategies, Financial Analysis, Financial Modeling, Business Analysis, Analysis, Series 7, Series 4, Series 63, Leadership, Management, Business Planning, Networking, Proposal Writing, Small Business, Energy, Project Management, Bloomberg Terminal, Dreamweaver, Access, Management Consulting, Microsoft Excel, Microsoft Word
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor, Business Administration; Finance and Real Estate, Overall GPA 3.32 Major GPA 3.75
Fidelity Investments June 2011 - Present
Fidelity Investments February 2010 - June 2011
Jim Bradshaw Consulting May 2009 - October 2009
Skills
Equity Trading, Equity Valuation, Options Strategies, Financial Analysis, Financial Modeling, Business Analysis, Analysis, Series 7, Series 4, Series 63, Leadership, Management, Business Planning, Networking, Proposal Writing, Small Business, Energy, Project Management, Bloomberg Terminal, Dreamweaver, Access, Management Consulting, Microsoft Excel, Microsoft Word
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor, Business Administration; Finance and Real Estate, Overall GPA 3.32 Major GPA 3.75
Victoria Shlakhter Victoria Shlakhter's Fidelity Investments Experience January 2013 - June 2013
Job Analyst, Fund Accounting
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Fidelity Investments January 2013 - June 2013
Fidelity Investments January 2012 - January 2013
Skills
Account Reconciliation, Fund Accounting, Microsoft Office, Fixed Assets, Sarbanes-Oxley Act, Payroll, Internal Controls, US GAAP, Cost Accounting, Financial Modeling, Corporate Finance, Microsoft Excel, Auditing, Accounting, Finance, Accounts Payable
Education
Texas Christian University 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Woman's University 2007 — 2011
Bachelor's degree, Accounting
Goldman Sachs July 2013 - Present
Fidelity Investments January 2013 - June 2013
Fidelity Investments January 2012 - January 2013
Skills
Account Reconciliation, Fund Accounting, Microsoft Office, Fixed Assets, Sarbanes-Oxley Act, Payroll, Internal Controls, US GAAP, Cost Accounting, Financial Modeling, Corporate Finance, Microsoft Excel, Auditing, Accounting, Finance, Accounts Payable
Education
Texas Christian University 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Woman's University 2007 — 2011
Bachelor's degree, Accounting
Greg Montgomery, CFA Greg Montgomery, CFA's Fidelity Investments Experience May 2002 - May 2005
Job Vice President, Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2013 - Present
U.S. Trust January 2006 - June 2013
Fidelity Investments May 2002 - May 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Investment Management, Wealth Management...
Education
Texas Christian University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Trust July 2013 - Present
U.S. Trust January 2006 - June 2013
Fidelity Investments May 2002 - May 2005
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Analysis, Bloomberg, Wealth Management, Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Investment Management, Wealth Management...
Education
Texas Christian University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Texas Christian University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Connor Arthur Perry's Fidelity Investments Experience September 2014 - Present
Job Investments Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - September 2014
Fidelity Investments October 2012 - April 2014
TD Auto Finance May 2012 - October 2012
Caynon Foods LLC May 2011 - May 2012
Texas State University June 2011 - December 2011
Los Cucos Mexican Cafe XXV July 2010 - May 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Marketing Research, Financial Analysis, Sales, Teamwork, Outlook, Banking
Education
Texas State University-San Marcos 2007 — 2012
BBA, Finance
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - September 2014
Fidelity Investments October 2012 - April 2014
TD Auto Finance May 2012 - October 2012
Caynon Foods LLC May 2011 - May 2012
Texas State University June 2011 - December 2011
Los Cucos Mexican Cafe XXV July 2010 - May 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Marketing Research, Financial Analysis, Sales, Teamwork, Outlook, Banking
Education
Texas State University-San Marcos 2007 — 2012
BBA, Finance
Jay Patton Jay Patton's Fidelity Investments Experience March 1996 - September 2001
Job Owner/Agent Clark Patton Insurance Agency
Industry Insurance
Experience
Clark-Patton Insurance September 2001 - Present
Clark-Patton Insurance September 2001 - Present
Fidelity Investments March 1996 - September 2001
Skills
Property & Casualty..., Umbrella Insurance, Homeowners, Casualty, Liability
Education
Texas State University-San Marcos 1991 — 1994
Bachelor's degree, Finance, General
Cedar Hill High School
Clark-Patton Insurance September 2001 - Present
Clark-Patton Insurance September 2001 - Present
Fidelity Investments March 1996 - September 2001
Skills
Property & Casualty..., Umbrella Insurance, Homeowners, Casualty, Liability
Education
Texas State University-San Marcos 1991 — 1994
Bachelor's degree, Finance, General
Cedar Hill High School
Vincent Panzera's Fidelity Investments Experience December 1996 - December 1997
Job Director, Industrial Cooperation at Lockheed Martin Aeronautics
Industry Defense & Space
Experience
Lockheed Martin Aeronautics August 2015 - Present
Lockheed Martin Aeronautics February 2013 - August 2015
Lockheed Martin Aeronautics June 2011 - February 2013
Lockheed Martin Aeronautics March 2009 - June 2011
Lockheed Martin Aeronautics December 1997 - March 2009
Fidelity Investments December 1996 - December 1997
Skills
Aerospace, Earned Value Management, DoD, Government Contracting, Security Clearance, Electronic Warfare, Aircraft, Avionics, Program Management, Supply Chain Management, Engineering Management, Government Procurement, FAR, Supplier Negotiation, Business Strategy, Process Improvement, Defense, Air Force, Systems Engineering, Cross-functional Team...
Education
The University of Texas at Arlington - College of Business 1999 — 2003
Master of Science, Information Systems
Texas Christian University - M.J. Neeley School of Business 1994 — 1996
BBA, Business Management
Lockheed Martin Aeronautics August 2015 - Present
Lockheed Martin Aeronautics February 2013 - August 2015
Lockheed Martin Aeronautics June 2011 - February 2013
Lockheed Martin Aeronautics March 2009 - June 2011
Lockheed Martin Aeronautics December 1997 - March 2009
Fidelity Investments December 1996 - December 1997
Skills
Aerospace, Earned Value Management, DoD, Government Contracting, Security Clearance, Electronic Warfare, Aircraft, Avionics, Program Management, Supply Chain Management, Engineering Management, Government Procurement, FAR, Supplier Negotiation, Business Strategy, Process Improvement, Defense, Air Force, Systems Engineering, Cross-functional Team...
Education
The University of Texas at Arlington - College of Business 1999 — 2003
Master of Science, Information Systems
Texas Christian University - M.J. Neeley School of Business 1994 — 1996
BBA, Business Management
Doug Cochran Doug Cochran's Fidelity Investments Experience May 1995 - February 1997
Job Wealth Manager LPL Financial, 2012, 2013 & 2014 Five Star Wealth Manager
Industry Financial Services
Experience
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
Monica Arsenault Monica Arsenault's Fidelity Investments Experience 1998 - 2000
Job Helping innovative organizations bring dreams to life.
Industry Management Consulting
Experience
Rising Stars LLC 2012 - Present
Manulife Financial 2005 - 2011
Independent Consultant 2003 - 2005
Clareon 2000 - 2002
Fidelity Investments 1998 - 2000
Spectrum Software Services Group 1995 - 1998
Price Waterhouse Management Consultants 1992 - 1995
The Bombay Company 1990 - 1992
Skills
Strategic Planning, Business Planning, Market Research, Market Analysis, Project Planning, Financial Analysis, Budget Management, Risk Management, Risk Assessment, Business Process..., Project Management, Vendor Evaluations, Vendor Management, Technical Strategy, Technical Analysis, Cross Functional Team..., Change Management, Marketing Plan Creation, IT Strategy, SDLC, Process Improvement, Cross-functional Team..., Analysis, Strategy, Budgets, Business Process, Integration, Business Development, Business Strategy, ERP, Quality Assurance, Management, Cloud Computing, Consulting, Business Analysis, Salesforce.com, Business Requirements
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Rising Stars LLC 2012 - Present
Manulife Financial 2005 - 2011
Independent Consultant 2003 - 2005
Clareon 2000 - 2002
Fidelity Investments 1998 - 2000
Spectrum Software Services Group 1995 - 1998
Price Waterhouse Management Consultants 1992 - 1995
The Bombay Company 1990 - 1992
Skills
Strategic Planning, Business Planning, Market Research, Market Analysis, Project Planning, Financial Analysis, Budget Management, Risk Management, Risk Assessment, Business Process..., Project Management, Vendor Evaluations, Vendor Management, Technical Strategy, Technical Analysis, Cross Functional Team..., Change Management, Marketing Plan Creation, IT Strategy, SDLC, Process Improvement, Cross-functional Team..., Analysis, Strategy, Budgets, Business Process, Integration, Business Development, Business Strategy, ERP, Quality Assurance, Management, Cloud Computing, Consulting, Business Analysis, Salesforce.com, Business Requirements
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Todd Scallorn Todd Scallorn's Fidelity Investments Experience July 2000 - May 2003
Job Project Manager at Satterfield & Pontikes Construction
Industry Construction
Experience
Satterfield & Pontikes Construction November 2014 - Present
Cadence McShane Construction July 2005 - November 2014
The Mortgage Shop January 2004 - July 2005
Centex Home Equity May 2003 - January 2004
Fidelity Investments July 2000 - May 2003
The Beck Group May 1995 - July 2000
Skills
Construction, Process Scheduler, Contract Management, Contract Negotiation, Microsoft Excel, Budgets, Construction Management, Microsoft Office, Project Planning, Contractors, Project Management, Negotiation
Education
Texas Christian University 1991 — 1995
Business
Chamblee 1986 — 1991
Satterfield & Pontikes Construction November 2014 - Present
Cadence McShane Construction July 2005 - November 2014
The Mortgage Shop January 2004 - July 2005
Centex Home Equity May 2003 - January 2004
Fidelity Investments July 2000 - May 2003
The Beck Group May 1995 - July 2000
Skills
Construction, Process Scheduler, Contract Management, Contract Negotiation, Microsoft Excel, Budgets, Construction Management, Microsoft Office, Project Planning, Contractors, Project Management, Negotiation
Education
Texas Christian University 1991 — 1995
Business
Chamblee 1986 — 1991
diane hendren diane hendren's Fidelity Investments Experience May 1995 - March 2001
Job Volunteer at Riverbend Center
Industry Design
Experience
Riverbend Center March 2007 - Present
Rug Decor April 2007 - May 2010
Friday Night Lights August 2006 - August 2007
Today’s Temporary May 2005 - May 2006
Kohl's Department Stores October 2002 - February 2004
Fidelity Investments May 1995 - March 2001
Skills
Merchandising, Visual Merchandising, Retail, Retail Sales, Customer Service, Sales, Facebook, Time Management, Inventory Management, Phone Etiquette, Store Management, Microsoft Office
Education
Texas State University-San Marcos
BS, Fashion Merchandising/Business
Riverbend Center March 2007 - Present
Rug Decor April 2007 - May 2010
Friday Night Lights August 2006 - August 2007
Today’s Temporary May 2005 - May 2006
Kohl's Department Stores October 2002 - February 2004
Fidelity Investments May 1995 - March 2001
Skills
Merchandising, Visual Merchandising, Retail, Retail Sales, Customer Service, Sales, Facebook, Time Management, Inventory Management, Phone Etiquette, Store Management, Microsoft Office
Education
Texas State University-San Marcos
BS, Fashion Merchandising/Business
Joseph Brownback Joseph Brownback's Fidelity Investments Experience July 2014 - Present
Job Senior Investments Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Fidelity Investments August 2012 - June 2013
The Abbey Church 2011 - July 2012
Body Exchange Fitness Center 2006 - June 2012
Skills
Public Speaking, Customer Service, Event Planning, Strategic Planning, Teaching, Microsoft Office, Leadership Development, Social Media, Fundraising, Public Relations, Microsoft Word, Sales, Team Building, Coaching, Microsoft Excel, Training, Management, Leadership, Marketing, Nonprofits
Education
Texas Christian University 2008 — 2010
Bachelor of Arts (B.A.), International Economics
University of North Texas 2006 — 2008
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Fidelity Investments August 2012 - June 2013
The Abbey Church 2011 - July 2012
Body Exchange Fitness Center 2006 - June 2012
Skills
Public Speaking, Customer Service, Event Planning, Strategic Planning, Teaching, Microsoft Office, Leadership Development, Social Media, Fundraising, Public Relations, Microsoft Word, Sales, Team Building, Coaching, Microsoft Excel, Training, Management, Leadership, Marketing, Nonprofits
Education
Texas Christian University 2008 — 2010
Bachelor of Arts (B.A.), International Economics
University of North Texas 2006 — 2008
Brent Marks's Fidelity Investments Experience January 2015 - Present
Job Director of Software Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments February 2006 - December 2012
Fidelity Investments May 2004 - August 2004
Skills
People Management, People Development, Software Development, C#, TFS, Professional Mentoring, Web Development, HTML, SDLC, Visual Studio, JavaScript, Software Engineering, Silverlight, WPF, XML, Requirements Analysis, Agile Methodologies, Software Project...
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
E-Business, IT, Finance, Marketing, Management
Fidelity Investments January 2015 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments February 2006 - December 2012
Fidelity Investments May 2004 - August 2004
Skills
People Management, People Development, Software Development, C#, TFS, Professional Mentoring, Web Development, HTML, SDLC, Visual Studio, JavaScript, Software Engineering, Silverlight, WPF, XML, Requirements Analysis, Agile Methodologies, Software Project...
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
E-Business, IT, Finance, Marketing, Management
Kirby Reynolds Kirby Reynolds's Fidelity Investments Experience July 2014 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Skills
Visio, Microsoft Excel, Microsoft SQL Server, SharePoint, MS Project, Critical Thinking, Problem Solving, Access, Testing, Quality Assurance, SAP ERP, Mathematics, Microsoft Project, SQL, VBA, Microsoft Visual Studio..., HP Quality Center, HP Sprinter, Microsoft Access, VBScript, Analytics, Automation, Sahi Pro, JavaScript, Agile Methodologies, C# Coded UI, Microsoft Visual Studio...
Education
Texas Christian University 2011 — 2013
Bachelor of Business Administration (BBA), Business Information Systems, 3.45
Fidelity Investments July 2014 - Present
Skills
Visio, Microsoft Excel, Microsoft SQL Server, SharePoint, MS Project, Critical Thinking, Problem Solving, Access, Testing, Quality Assurance, SAP ERP, Mathematics, Microsoft Project, SQL, VBA, Microsoft Visual Studio..., HP Quality Center, HP Sprinter, Microsoft Access, VBScript, Analytics, Automation, Sahi Pro, JavaScript, Agile Methodologies, C# Coded UI, Microsoft Visual Studio...
Education
Texas Christian University 2011 — 2013
Bachelor of Business Administration (BBA), Business Information Systems, 3.45
Andrew Teer Andrew Teer's Fidelity Investments Experience July 2014 - Present
Job Senior Accounting Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Fidelity Investments December 2011 - June 2013
Fidelity Investments October 2010 - December 2011
Fidelity Investments November 2006 - October 2010
Fidelity Investments June 2006 - November 2006
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Financial Reporting, Forecasting, Microsoft Office, VBA, Tableau, SQL, Data Analysis, Budget Monitoring, Budget Reconciliation, Essbase, Investments, Access, Crystal Reports, Crucial Confrontations, Business Intelligence..., Business Objects, Relational Databases, Reporting & Analysis, Hyperion, OBIEE, Oracle Discoverer
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 2002 — 2007
Bachelor of Science (BS), Finance, General
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
Fidelity Investments December 2011 - June 2013
Fidelity Investments October 2010 - December 2011
Fidelity Investments November 2006 - October 2010
Fidelity Investments June 2006 - November 2006
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Financial Reporting, Forecasting, Microsoft Office, VBA, Tableau, SQL, Data Analysis, Budget Monitoring, Budget Reconciliation, Essbase, Investments, Access, Crystal Reports, Crucial Confrontations, Business Intelligence..., Business Objects, Relational Databases, Reporting & Analysis, Hyperion, OBIEE, Oracle Discoverer
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 2002 — 2007
Bachelor of Science (BS), Finance, General
Jason Benitez, MBA Jason Benitez, MBA's Fidelity Investments Experience May 2012 - Present
Job Assigned Relationship Manager Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments November 2007 - May 2012
Skills
Portfolio Management, Management, Finance, Investments, Securities, Financial Analysis, Financial Modeling, Financial Services, Equities, Fixed Income, Risk Management, Process Improvement, Data Analysis, Credit, Banking, Strategic Planning, CRM, Leadership, Microsoft Excel, Access
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
MBA, Focus on Marketing and Marketing Management
The University of Texas at Austin 2002 — 2007
Bachelor's, Economics, Finance
Fidelity Investments May 2012 - Present
Fidelity Investments November 2007 - May 2012
Skills
Portfolio Management, Management, Finance, Investments, Securities, Financial Analysis, Financial Modeling, Financial Services, Equities, Fixed Income, Risk Management, Process Improvement, Data Analysis, Credit, Banking, Strategic Planning, CRM, Leadership, Microsoft Excel, Access
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
MBA, Focus on Marketing and Marketing Management
The University of Texas at Austin 2002 — 2007
Bachelor's, Economics, Finance
Keith Briggs Keith Briggs's Fidelity Investments Experience June 2008 - July 2011
Job Director of Engineering Operations at EMC
Industry Information Technology and Services
Experience
EMC August 2013 - Present
EMC August 2011 - July 2013
Fidelity Investments June 2008 - July 2011
Fidelity Investments January 2005 - January 2008
Fidelity Investments January 2004 - January 2005
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 1999 - January 2001
Abbott Laboratories January 1998 - January 1999
Information Resources January 1997 - January 1998
MATRIX ANALYTICAL/TOXIKON December 1993 - January 1997
Skills
Situational Leadership, IT Service Management, Performance Management, Resource Management, Server Administration, MCSE, Resource Development, Collaborative Leadership, ITIL, Disaster Recovery, Conflict Resolution, Vendor Management, Microsoft Certified..., Team Building, Integration, Infrastructure, Active Directory, SDLC, Servers, Enterprise Software, Security, SharePoint, Data Center, Program Management, Management, Leadership, Cloud Computing, System Administration, VMware, Networking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Executive Leadership Program - Securities Industry
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA, Business Strategy, 3.92 (4.0)
University of Massachusetts Lowell 1989 — 1993
Environmental Science, Environmental Science/Biology
EMC August 2013 - Present
EMC August 2011 - July 2013
Fidelity Investments June 2008 - July 2011
Fidelity Investments January 2005 - January 2008
Fidelity Investments January 2004 - January 2005
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 1999 - January 2001
Abbott Laboratories January 1998 - January 1999
Information Resources January 1997 - January 1998
MATRIX ANALYTICAL/TOXIKON December 1993 - January 1997
Skills
Situational Leadership, IT Service Management, Performance Management, Resource Management, Server Administration, MCSE, Resource Development, Collaborative Leadership, ITIL, Disaster Recovery, Conflict Resolution, Vendor Management, Microsoft Certified..., Team Building, Integration, Infrastructure, Active Directory, SDLC, Servers, Enterprise Software, Security, SharePoint, Data Center, Program Management, Management, Leadership, Cloud Computing, System Administration, VMware, Networking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Executive Leadership Program - Securities Industry
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA, Business Strategy, 3.92 (4.0)
University of Massachusetts Lowell 1989 — 1993
Environmental Science, Environmental Science/Biology
Jordan Bucy Jordan Bucy's Fidelity Investments Experience May 2011 - August 2011
Job Private Bank Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
J.P. Morgan August 2012 - February 2014
SagePoint Financial Texas June 2012 - August 2012
Texas State Endowment fund August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
J.Crew October 2010 - February 2011
Skills
Investments, Asset Management, Analysis, Portfolio Management, Mutual Funds, Bloomberg, Series 7, Financial Analysis, Financial Modeling, Valuation, Series 63, Equities, Asset Allocation, Corporate Finance, Bloomberg Terminal, Strategic Financial..., Banking, Finance, Fixed Income, Microsoft Excel, Economics, Asset Managment, Accounting, Equity Research, Investment Banking, Alternative Investments, Equity Valuation, Credit, Risk Management, Uniform Combined State..., Wealth Management
Education
Texas State University-San Marcos 2009 — 2012
BBA McCoy College of Business Administration, Finance
The University of Texas at El Paso 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
J.P. Morgan August 2012 - February 2014
SagePoint Financial Texas June 2012 - August 2012
Texas State Endowment fund August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
J.Crew October 2010 - February 2011
Skills
Investments, Asset Management, Analysis, Portfolio Management, Mutual Funds, Bloomberg, Series 7, Financial Analysis, Financial Modeling, Valuation, Series 63, Equities, Asset Allocation, Corporate Finance, Bloomberg Terminal, Strategic Financial..., Banking, Finance, Fixed Income, Microsoft Excel, Economics, Asset Managment, Accounting, Equity Research, Investment Banking, Alternative Investments, Equity Valuation, Credit, Risk Management, Uniform Combined State..., Wealth Management
Education
Texas State University-San Marcos 2009 — 2012
BBA McCoy College of Business Administration, Finance
The University of Texas at El Paso 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Shawn Startti, AIF®, PPC™'s Fidelity Investments Experience November 2006 - March 2009
Job VP Institutional Advisor at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank October 2011 - Present
Financial Directions Group February 2010 - October 2011
Fidelity Investments November 2006 - March 2009
Fidelity Investments June 2005 - November 2006
Fidelity Investments June 2004 - May 2005
Skills
Investments, Asset Allocation, ERISA, Sales, Qualified Retirement..., Retirement Plan..., Fiduciary Services, Investment Education, Finance, Technical Analysis, Risk Management, Personal Financial..., 401k, Banking, Employee Benefits, Financial Services, Management, Retirement, Series 63, Series 7, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
University of Texas at Dallas - Naveen Jindal School of Management
BS, Business Administration
First Citizens Bank October 2011 - Present
Financial Directions Group February 2010 - October 2011
Fidelity Investments November 2006 - March 2009
Fidelity Investments June 2005 - November 2006
Fidelity Investments June 2004 - May 2005
Skills
Investments, Asset Allocation, ERISA, Sales, Qualified Retirement..., Retirement Plan..., Fiduciary Services, Investment Education, Finance, Technical Analysis, Risk Management, Personal Financial..., 401k, Banking, Employee Benefits, Financial Services, Management, Retirement, Series 63, Series 7, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
University of Texas at Dallas - Naveen Jindal School of Management
BS, Business Administration
Raleigh Smith Raleigh Smith's Fidelity Investments Experience June 2007 - June 2008
Job Sales Manager at Eurosport Cycle
Industry Automotive
Experience
Eurosport Cycle April 2014 - Present
Rita McGee, P.C. / Alamo Title DFW August 2013 - April 2014
Stewart Title February 2013 - August 2013
Texas Banc Mortgage Co. January 2012 - December 2012
Fort Worth Cats Baseball Club June 2008 - October 2009
Foster Financial July 2002 - April 2009
Fidelity Investments June 2007 - June 2008
Skills
Adobe Photoshop, Adobe Illustrator, Microsoft Office, Banking, Customer Service, Excel, Event Planning, Customer Relations, Microsoft Excel, Photoshop, Finance, Management, Investments, Mortgage Lending, Refinance, Insurance, Investment Properties, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
BGS, Entrepreneurial Management
R. L. Paschal High School 1992 — 1995
Eurosport Cycle April 2014 - Present
Rita McGee, P.C. / Alamo Title DFW August 2013 - April 2014
Stewart Title February 2013 - August 2013
Texas Banc Mortgage Co. January 2012 - December 2012
Fort Worth Cats Baseball Club June 2008 - October 2009
Foster Financial July 2002 - April 2009
Fidelity Investments June 2007 - June 2008
Skills
Adobe Photoshop, Adobe Illustrator, Microsoft Office, Banking, Customer Service, Excel, Event Planning, Customer Relations, Microsoft Excel, Photoshop, Finance, Management, Investments, Mortgage Lending, Refinance, Insurance, Investment Properties, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
BGS, Entrepreneurial Management
R. L. Paschal High School 1992 — 1995
Paulette Musia Paulette Musia's Fidelity Investments Experience November 1995 - Present
Job Sr. Systems Svcs & suppt at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 1995 - Present
Electronic Data Systems June 1990 - November 1995
Skills
Customer Service, Process Improvement, Incident Management, ISO 20000, Training, Microsoft Word, Microsoft Excel, PowerPoint, Unix, AIX, Linux, Mainframe, CICS, Applications, Multi Tasking, Audio Conferencing, Teamwork, Oral & Written..., Organization &..., VSAM, Fileaid, JCL, MVS, DB2, ISPF, IBM Mainframe, z/OS, COBOL, SDLC, IBM AIX, ITIL, Business Analysis, Vendor Management, Disaster Recovery, Data Center, Requirements Analysis
Education
Texas State Technical College 1988 — 1990
Associate, Information Processing
Fidelity Investments November 1995 - Present
Electronic Data Systems June 1990 - November 1995
Skills
Customer Service, Process Improvement, Incident Management, ISO 20000, Training, Microsoft Word, Microsoft Excel, PowerPoint, Unix, AIX, Linux, Mainframe, CICS, Applications, Multi Tasking, Audio Conferencing, Teamwork, Oral & Written..., Organization &..., VSAM, Fileaid, JCL, MVS, DB2, ISPF, IBM Mainframe, z/OS, COBOL, SDLC, IBM AIX, ITIL, Business Analysis, Vendor Management, Disaster Recovery, Data Center, Requirements Analysis
Education
Texas State Technical College 1988 — 1990
Associate, Information Processing
Erica Boulware Erica Boulware's Fidelity Investments Experience May 2010 - August 2010
Job Asset Management Associate at Diesslin & Associates
Industry Investment Management
Experience
Diesslin & Associates December 2011 - Present
Stadtler Capital Management February 2011 - May 2011
Fidelity Investments May 2010 - August 2010
ING Investment Management May 2008 - August 2008
ING Investment Management June 2006 - August 2007
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Bloomberg, Financial Analysis
Education
Texas Christian University 2007 — 2011
BBA, Finance and Marketing
Diesslin & Associates December 2011 - Present
Stadtler Capital Management February 2011 - May 2011
Fidelity Investments May 2010 - August 2010
ING Investment Management May 2008 - August 2008
ING Investment Management June 2006 - August 2007
Skills
Financial Modeling, Investments, Hedge Funds, Equities, Bloomberg, Financial Analysis
Education
Texas Christian University 2007 — 2011
BBA, Finance and Marketing
Jordan Podval Jordan Podval's Fidelity Investments Experience September 2014 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Edward Jones August 2012 - December 2012
State National Companies December 2004 - August 2012
State National December 2003 - November 2004
State National June 2002 - December 2003
AMERICAN FAMILY LIFE ASSURANCE COMPANY January 2002 - July 2002
Skills
Insurance, Customer Service, Training, Interviews, Management, Leadership, Process Improvement, Coaching, Auditing, Call Centers, Microsoft Excel, Sales, Team Building, Strategic Planning, Finance, Investments, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
BBA, Management
Texas Christian University
Bachelors, Business Administration; Management
Southwest High School 1992 — 1996
Fidelity Investments September 2014 - Present
Fidelity Investments February 2013 - September 2014
Edward Jones August 2012 - December 2012
State National Companies December 2004 - August 2012
State National December 2003 - November 2004
State National June 2002 - December 2003
AMERICAN FAMILY LIFE ASSURANCE COMPANY January 2002 - July 2002
Skills
Insurance, Customer Service, Training, Interviews, Management, Leadership, Process Improvement, Coaching, Auditing, Call Centers, Microsoft Excel, Sales, Team Building, Strategic Planning, Finance, Investments, Business Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
BBA, Management
Texas Christian University
Bachelors, Business Administration; Management
Southwest High School 1992 — 1996
Ruth Damys Orange, Esq., LL.M. Ruth Damys Orange, Esq., LL.M.'s Fidelity Investments Experience January 2014 - June 2014
Job Associate at Cole, Scott & Kissane, P.A.
Industry Law Practice
Experience
Cole, Scott & Kissane, P.A. June 2014 - Present
Fidelity Investments January 2014 - June 2014
Thurgood Marshall School of Law, Criminal Law Clinic August 2011 - December 2011
Texas State Legislature January 2011 - June 2011
Office of the State Attorney, 20th Judicial Circuit Florida 2010 - 2011
Skills
Lexis, Trials, Civil Litigation, Criminal Law, Government, Hearings, Motions, Pleadings, Policy, Public Speaking, Research, Spanish, Westlaw, Legislative Relations, Courts, Estate Planning
Education
University of Houston Law Center 2012 — 2013
Master of Laws (LL.M.), Taxation
Texas Southern University—Thurgood Marshall School of Law 2009 — 2012
Juris Doctor, Cum Laude
University of South Florida 2006 — 2009
Bachelor of Arts, Political Science; Women's Studies, Public Health
Lely High School 2002 — 2006
H/S Diploma
Cole, Scott & Kissane, P.A. June 2014 - Present
Fidelity Investments January 2014 - June 2014
Thurgood Marshall School of Law, Criminal Law Clinic August 2011 - December 2011
Texas State Legislature January 2011 - June 2011
Office of the State Attorney, 20th Judicial Circuit Florida 2010 - 2011
Skills
Lexis, Trials, Civil Litigation, Criminal Law, Government, Hearings, Motions, Pleadings, Policy, Public Speaking, Research, Spanish, Westlaw, Legislative Relations, Courts, Estate Planning
Education
University of Houston Law Center 2012 — 2013
Master of Laws (LL.M.), Taxation
Texas Southern University—Thurgood Marshall School of Law 2009 — 2012
Juris Doctor, Cum Laude
University of South Florida 2006 — 2009
Bachelor of Arts, Political Science; Women's Studies, Public Health
Lely High School 2002 — 2006
H/S Diploma
Emily Silva Emily Silva's Fidelity Investments Experience June 2014 - Present
Job Brokerage Operations III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments September 2012 - June 2014
the Gladney Center July 2011 - May 2012
Skills
Teamwork
Education
Neeley School of Business 2009 — 2012
Bachelor, Business Administration; Marketing and Entrepreneurial Management
Texas Christian University 2008 — 2012
Marketing and Entrepreneurial Management, Business
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial Management & Marketing
Fidelity Investments June 2014 - Present
Fidelity Investments September 2012 - June 2014
the Gladney Center July 2011 - May 2012
Skills
Teamwork
Education
Neeley School of Business 2009 — 2012
Bachelor, Business Administration; Marketing and Entrepreneurial Management
Texas Christian University 2008 — 2012
Marketing and Entrepreneurial Management, Business
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial Management & Marketing
Craig Ayers Craig Ayers's Fidelity Investments Experience May 2014 - September 2015
Job Workplace Planning & Guidance Consultant I at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - September 2015
Fidelity Investments October 2012 - April 2014
Retail Solutions February 2012 - July 2012
Skechers November 2010 - April 2012
Academy Sports + Outdoors March 2008 - August 2008
Skills
Merchandising, Visual Merchandising, Retail, Footwear, Store Management, Trend, Sales, Styling, Retail Sales, Inventory Management, Microsoft Excel, Customer Service, Leadership, Microsoft Office
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
McNeil High School 2003 — 2008
Fidelity Investments May 2014 - September 2015
Fidelity Investments October 2012 - April 2014
Retail Solutions February 2012 - July 2012
Skechers November 2010 - April 2012
Academy Sports + Outdoors March 2008 - August 2008
Skills
Merchandising, Visual Merchandising, Retail, Footwear, Store Management, Trend, Sales, Styling, Retail Sales, Inventory Management, Microsoft Excel, Customer Service, Leadership, Microsoft Office
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
McNeil High School 2003 — 2008
Katie Collier's Fidelity Investments Experience September 2007 - Present
Job Staffing Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments September 2007 - Present
Fidelity Investments October 2005 - September 2007
Skills
Onboarding, Applicant Tracking..., Sourcing, Employee Benefits, Behavioral Interviewing, College Recruiting, Temporary Placement, Talent Management, Human Resources, Talent Acquisition, Technical Recruiting, Interviews, Recruiting, Taleo, Internet Recruiting
Education
Texas Christian University 2001 — 2005
Bachelor of Arts, Sociology & Business
Fidelity Investments September 2007 - Present
Fidelity Investments October 2005 - September 2007
Skills
Onboarding, Applicant Tracking..., Sourcing, Employee Benefits, Behavioral Interviewing, College Recruiting, Temporary Placement, Talent Management, Human Resources, Talent Acquisition, Technical Recruiting, Interviews, Recruiting, Taleo, Internet Recruiting
Education
Texas Christian University 2001 — 2005
Bachelor of Arts, Sociology & Business
Jason Kiehl Jason Kiehl's Fidelity Investments Experience September 1999 - Present
Job Vice President, Wealth Management Adviser
Industry Financial Services
Experience
Fidelity Investments September 1999 - Present
Bank of America June 1994 - September 1999
Education
Texas State University-San Marcos 1989 — 1994
BBA, FINANCE
University of Oklahoma
Fidelity Investments September 1999 - Present
Bank of America June 1994 - September 1999
Education
Texas State University-San Marcos 1989 — 1994
BBA, FINANCE
University of Oklahoma
Katie Rogers, CFP®'s Fidelity Investments Experience July 2008 - May 2010
Job Partner, King Financial Partners LLC
Industry Financial Services
Experience
King Financial Partners LLC May 2010 - Present
Fidelity Investments July 2008 - May 2010
Skills
Retirement Planning, Financial Services, CERTIFIED FINANCIAL..., Personal Financial..., College Education..., Account Management, Customer Experience, Customer Satisfaction, Customer Service, Leadership
Education
University of North Texas 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
King Financial Partners LLC May 2010 - Present
Fidelity Investments July 2008 - May 2010
Skills
Retirement Planning, Financial Services, CERTIFIED FINANCIAL..., Personal Financial..., College Education..., Account Management, Customer Experience, Customer Satisfaction, Customer Service, Leadership
Education
University of North Texas 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Colin Hamer, CFA Colin Hamer, CFA's Fidelity Investments Experience January 2013 - December 2014
Job Financial Professional
Industry Financial Services
Experience
American Beacon Advisors January 2015 - Present
Fidelity Investments January 2013 - December 2014
Fidelity Investments April 2011 - January 2013
Fidelity Investments October 2010 - May 2011
Fidelity Investments September 2009 - September 2010
Fidelity Investments January 2008 - August 2009
Skills
Visio, Microsoft Excel, Mutual Funds, Finance, Retirement, Series 63, Fixed Income, Strategic Financial..., Portfolio Management, Securities, Investments, Trading, Economics, Series 7, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Business Administration, Entrepreneurial Management with International Emphasis
American Beacon Advisors January 2015 - Present
Fidelity Investments January 2013 - December 2014
Fidelity Investments April 2011 - January 2013
Fidelity Investments October 2010 - May 2011
Fidelity Investments September 2009 - September 2010
Fidelity Investments January 2008 - August 2009
Skills
Visio, Microsoft Excel, Mutual Funds, Finance, Retirement, Series 63, Fixed Income, Strategic Financial..., Portfolio Management, Securities, Investments, Trading, Economics, Series 7, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Business Administration, Entrepreneurial Management with International Emphasis
Violet Dang's Fidelity Investments Experience June 2014 - June 2015
Job Finance and MIS Professional
Industry Information Technology and Services
Experience
Fidelity Investments June 2014 - June 2015
Alcon - a Novartis company May 2013 - November 2013
TD Ameritrade February 2013 - April 2013
A.I. Capital Group June 2012 - August 2012
TCU May 2012 - May 2012
Skills 4 Living June 2011 - June 2011
Lone Star College Library September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Leadership, SharePoint, Microsoft Office, Management, Customer Service, Team Leadership, Visual Basic, Time Management, Project Management, SQL, Academic Achievement, Research, Accounting, Data Analysis, VBA
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration, Finance and Business Information System
Fidelity Investments June 2014 - June 2015
Alcon - a Novartis company May 2013 - November 2013
TD Ameritrade February 2013 - April 2013
A.I. Capital Group June 2012 - August 2012
TCU May 2012 - May 2012
Skills 4 Living June 2011 - June 2011
Lone Star College Library September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Leadership, SharePoint, Microsoft Office, Management, Customer Service, Team Leadership, Visual Basic, Time Management, Project Management, SQL, Academic Achievement, Research, Accounting, Data Analysis, VBA
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration, Finance and Business Information System
Moon Jung Moon Jung's Fidelity Investments Experience 2013 - July 2015
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments 2013 - July 2015
Fidelity Investments 2012 - 2013
Fidelity Investments 2011 - 2012
Fidelity Investments 2008 - 2011
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, Oracle, Essbase, Team Building, Finance, Financial Modeling, Data Analysis, Analysis, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor's Degree, Finance
Fidelity Investments 2013 - July 2015
Fidelity Investments 2012 - 2013
Fidelity Investments 2011 - 2012
Fidelity Investments 2008 - 2011
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, Oracle, Essbase, Team Building, Finance, Financial Modeling, Data Analysis, Analysis, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor's Degree, Finance
Sharnese Thompson's Fidelity Investments Experience September 2014 - Present
Job Public Affairs Coordinator at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments September 2014 - Present
Junior Achievement of the Chisholm Trail August 2013 - September 2014
Social Impact Architects May 2013 - July 2013
United Way of Metropolitan Dallas January 2013 - May 2013
Ennova Learning Solutions August 2010 - January 2013
Skills
Nonprofits, Volunteer Management, Public Speaking, Community Outreach, Program Development, Public Relations, Grants, Research, Event Management, Program Evaluation, Project Management, Program Management, Leadership, Strategic Planning, Event Planning
Education
The University of Texas at Arlington 2012 — 2015
Master's degree, Sociology
Texas Christian University 2006 — 2010
Bachelor of Arts (B.A.), English/Sociology
Fidelity Investments September 2014 - Present
Junior Achievement of the Chisholm Trail August 2013 - September 2014
Social Impact Architects May 2013 - July 2013
United Way of Metropolitan Dallas January 2013 - May 2013
Ennova Learning Solutions August 2010 - January 2013
Skills
Nonprofits, Volunteer Management, Public Speaking, Community Outreach, Program Development, Public Relations, Grants, Research, Event Management, Program Evaluation, Project Management, Program Management, Leadership, Strategic Planning, Event Planning
Education
The University of Texas at Arlington 2012 — 2015
Master's degree, Sociology
Texas Christian University 2006 — 2010
Bachelor of Arts (B.A.), English/Sociology
Lauren (Rohmer) Mattox Lauren (Rohmer) Mattox's Fidelity Investments Experience January 2013 - Present
Job Client Billing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Nationstar Mortgage March 2012 - January 2013
Saxon Mortgage April 2011 - March 2012
Saxon Mortgage March 2009 - April 2011
Fidelity Investments August 2007 - March 2009
Qualtrust Federal Credit Union May 2003 - August 2007
Skills
Excel (Advanced), PowerPoint, Report Writing, Technical Presentations, Access Database, Visio, Business Process Mapping, Process Improvement, Access, Finance, Financial Services, Accounting, Account Reconciliation, Management, Analysis, Auditing, Loans, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
Masters
The University of Dallas 2003 — 2007
BA
Fidelity Investments January 2013 - Present
Nationstar Mortgage March 2012 - January 2013
Saxon Mortgage April 2011 - March 2012
Saxon Mortgage March 2009 - April 2011
Fidelity Investments August 2007 - March 2009
Qualtrust Federal Credit Union May 2003 - August 2007
Skills
Excel (Advanced), PowerPoint, Report Writing, Technical Presentations, Access Database, Visio, Business Process Mapping, Process Improvement, Access, Finance, Financial Services, Accounting, Account Reconciliation, Management, Analysis, Auditing, Loans, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
Masters
The University of Dallas 2003 — 2007
BA
Eryn Sporl Eryn Sporl's Fidelity Investments Experience September 2013 - Present
Job HR Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments September 2013 - Present
Nokia Siemens Networks October 2010 - Present
Nokia Siemens Networks December 2006 - July 2010
Nokia 1996 - 2007
Skills
Performance Management, Employee Engagement, Talent Management, Change Management, Vendor Management, Organizational..., Employee Relations, Talent Acquisition, Succession Planning, HRIS, Virtual Teams, Merger and Acquistions, Shared Services Center, Project Management, Restructuring, Leadership Development, Recruiting, Coaching, HR Consulting, Employment Law, Compensation & Benefit
Education
The University of Texas at Arlington 1998 — 2000
Masters of Business Administration, Business Administration and Management, General
Texas Christian University 1993 — 1995
BS, Management, Business Administration and Management, General
Vanderbilt University 1991 — 1993
The Hockaday School 1987 — 1991
High School
Fidelity Investments September 2013 - Present
Nokia Siemens Networks October 2010 - Present
Nokia Siemens Networks December 2006 - July 2010
Nokia 1996 - 2007
Skills
Performance Management, Employee Engagement, Talent Management, Change Management, Vendor Management, Organizational..., Employee Relations, Talent Acquisition, Succession Planning, HRIS, Virtual Teams, Merger and Acquistions, Shared Services Center, Project Management, Restructuring, Leadership Development, Recruiting, Coaching, HR Consulting, Employment Law, Compensation & Benefit
Education
The University of Texas at Arlington 1998 — 2000
Masters of Business Administration, Business Administration and Management, General
Texas Christian University 1993 — 1995
BS, Management, Business Administration and Management, General
Vanderbilt University 1991 — 1993
The Hockaday School 1987 — 1991
High School
Gregory Rivas's Fidelity Investments Experience October 1998 - July 2000
Job Executive Director, Retirement Product Management at USAA
Industry Financial Services
Experience
USAA August 2000 - Present
Fidelity Investments October 1998 - July 2000
Skills
Wealth Management, Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, Series 24, Retirement, Retirement Planning, Investment Strategies, FINRA, Financial Advisory, Investment Advisory, Securities, Fixed Annuities, Uniform Combined State..., Financial Services, Product Management, Insurance, Wealth Management..., IRAs, Strategic Financial..., 401k, Series 6, Risk Management, Financial Planning
Education
Texas State University 1993 — 1998
BA, Health Care Adminstration
USAA August 2000 - Present
Fidelity Investments October 1998 - July 2000
Skills
Wealth Management, Series 7, Mutual Funds, Series 65, Asset Allocation, Series 63, Series 24, Retirement, Retirement Planning, Investment Strategies, FINRA, Financial Advisory, Investment Advisory, Securities, Fixed Annuities, Uniform Combined State..., Financial Services, Product Management, Insurance, Wealth Management..., IRAs, Strategic Financial..., 401k, Series 6, Risk Management, Financial Planning
Education
Texas State University 1993 — 1998
BA, Health Care Adminstration
Ron DesHotels Ron DesHotels's Fidelity Investments Experience January 2006 - January 2011
Job Safety/Training Coordinator at Ensco
Industry Oil & Energy
Experience
Ensco plc October 2013 - Present
Ensco plc October 2012 - October 2013
Ensco plc February 2011 - October 2012
C Btry 2-131st FA (MLRS) November 2008 - January 2011
Fidelity Investments January 2006 - January 2011
B Battery 2-131st FA May 2003 - November 2008
Skills
Operations Management, Offshore Drilling, Oil/Gas, Safety Management..., Maritime, Procurement, Firefighting, Microsoft Office, Logistics, Heavy Equipment, Troubleshooting, Maritime Operations, Navigation, Drilling, Energy, Oilfield, PeopleSoft, SAP, Leadership, Supervisory Skills, Project Planning, Occupational Health, Microsoft Excel, Maintenance Management, Petroleum, Marine Engineering, Offshore Operations, Oil & Gas Industry, Inventory Management, Emergency Management, Contract Management, Shipping, Human Resources, Gas, Microsoft Word, Engineering, Materials Management, Inspection, Risk Assessment, Onshore, Employee Relations, Training, Purchasing, Materials, Process Scheduler
Education
Maritime Professional Training (MPT) 2013 — 2014
Marine Transportation - Deck, RFPNW, 100 Ton Master, 200 Ton Mate
Martin International 2013 — 2013
Ballast Control Operator, MODU Stability, AB Seaman/LB-Limited
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
U.S. Army Officer Candidate School
2nd Lieutenant (U.S. Army Reserve & Texas Army National Guard), Military and Strategic Leadership
U.S. Army Field Artillary Officer Basic Course
Field Artillary Leadership & Systems Training
Unit Movement Officer Course - Fort Hood
Logistics, Materials, and Supply Chain Management
Ensco plc October 2013 - Present
Ensco plc October 2012 - October 2013
Ensco plc February 2011 - October 2012
C Btry 2-131st FA (MLRS) November 2008 - January 2011
Fidelity Investments January 2006 - January 2011
B Battery 2-131st FA May 2003 - November 2008
Skills
Operations Management, Offshore Drilling, Oil/Gas, Safety Management..., Maritime, Procurement, Firefighting, Microsoft Office, Logistics, Heavy Equipment, Troubleshooting, Maritime Operations, Navigation, Drilling, Energy, Oilfield, PeopleSoft, SAP, Leadership, Supervisory Skills, Project Planning, Occupational Health, Microsoft Excel, Maintenance Management, Petroleum, Marine Engineering, Offshore Operations, Oil & Gas Industry, Inventory Management, Emergency Management, Contract Management, Shipping, Human Resources, Gas, Microsoft Word, Engineering, Materials Management, Inspection, Risk Assessment, Onshore, Employee Relations, Training, Purchasing, Materials, Process Scheduler
Education
Maritime Professional Training (MPT) 2013 — 2014
Marine Transportation - Deck, RFPNW, 100 Ton Master, 200 Ton Mate
Martin International 2013 — 2013
Ballast Control Operator, MODU Stability, AB Seaman/LB-Limited
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
U.S. Army Officer Candidate School
2nd Lieutenant (U.S. Army Reserve & Texas Army National Guard), Military and Strategic Leadership
U.S. Army Field Artillary Officer Basic Course
Field Artillary Leadership & Systems Training
Unit Movement Officer Course - Fort Hood
Logistics, Materials, and Supply Chain Management
Wally Martin Wally Martin's Fidelity Investments Experience July 1989 - May 1995
Job Vice President of Technology at Phytel, Inc.
Industry Information Technology and Services
Experience
Phytel, Inc. August 2008 - Present
Phytel, Inc. February 2007 - August 2008
Intrametrics September 2005 - November 2006
Intellinex October 2003 - September 2005
Immedient October 1998 - October 2003
Greenbrier & Russel November 1997 - October 1998
Perot Systems May 1995 - November 1997
Fidelity Investments July 1989 - May 1995
GuideStone Financial Resources August 1985 - July 1989
Skills
Microsoft Technologies, OOAD, Technical Architecture, Business Process Mapping, Solution Delivery, SDLC, Integration, Software Development, Microsoft SQL Server, Enterprise Architecture, Agile Methodologies, Requirements Analysis, .NET, Business Intelligence, SaaS, Management, Strategy, Data Warehousing, Business Analysis, Enterprise Software, CRM, Solution Architecture, Vendor Management, Software Documentation, Outsourcing, Project Portfolio..., Consulting, Leadership, Software Project..., IT Management, IT Strategy, Architectures, Cloud Computing, Database Design, Databases, Scrum, Disaster Recovery
Education
Texas State University-San Marcos 1981 — 1985
BBA, Computer Information Systems
Phytel, Inc. August 2008 - Present
Phytel, Inc. February 2007 - August 2008
Intrametrics September 2005 - November 2006
Intellinex October 2003 - September 2005
Immedient October 1998 - October 2003
Greenbrier & Russel November 1997 - October 1998
Perot Systems May 1995 - November 1997
Fidelity Investments July 1989 - May 1995
GuideStone Financial Resources August 1985 - July 1989
Skills
Microsoft Technologies, OOAD, Technical Architecture, Business Process Mapping, Solution Delivery, SDLC, Integration, Software Development, Microsoft SQL Server, Enterprise Architecture, Agile Methodologies, Requirements Analysis, .NET, Business Intelligence, SaaS, Management, Strategy, Data Warehousing, Business Analysis, Enterprise Software, CRM, Solution Architecture, Vendor Management, Software Documentation, Outsourcing, Project Portfolio..., Consulting, Leadership, Software Project..., IT Management, IT Strategy, Architectures, Cloud Computing, Database Design, Databases, Scrum, Disaster Recovery
Education
Texas State University-San Marcos 1981 — 1985
BBA, Computer Information Systems
Amanda Riehm Amanda Riehm's Fidelity Investments Experience December 2012 - Present
Job Fund Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments April 2012 - December 2012
JP Morgan Chase September 2008 - March 2012
Skills
Financial Reporting, Financial Accounting, Offshoring, Cross-functional Team..., Team Coordination, Process Development, Implementing Processes, Process Improvement, Risk Control, Highly Analytical, Decision Making Skills, Proactivity, Research, Securities, Bloomberg, Excel, WINS, @Risk, Sunguard, AS400 system, Microsoft Excel, Mutual Funds, Fund Accounting
Education
Texas State University-San Marcos 2004 — 2008
Bachelor of Business Administration, Finance
Fidelity Investments December 2012 - Present
Fidelity Investments April 2012 - December 2012
JP Morgan Chase September 2008 - March 2012
Skills
Financial Reporting, Financial Accounting, Offshoring, Cross-functional Team..., Team Coordination, Process Development, Implementing Processes, Process Improvement, Risk Control, Highly Analytical, Decision Making Skills, Proactivity, Research, Securities, Bloomberg, Excel, WINS, @Risk, Sunguard, AS400 system, Microsoft Excel, Mutual Funds, Fund Accounting
Education
Texas State University-San Marcos 2004 — 2008
Bachelor of Business Administration, Finance
Ben Sheppard Ben Sheppard's Fidelity Investments Experience February 1989 - June 1996
Job
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab December 2008 - March 2010
Charles Schwab September 2008 - December 2008
Merrill Lynch, The Retirement Group June 1996 - August 2008
Fidelity Investments February 1989 - June 1996
Skills
Relationship Management, Equities, Employee Benefits, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Defined Contribution, Defined Benefit, CRM, FINRA, Investment Advisory, Series 24, Uniform Combined State..., Series 6
Education
The University of Dallas 1993 — 1996
MBA, Management, Marketing
Texas State University 1983 — 1988
BBA, Finance, Accounting
James Madison High School 1980 — 1983
Charles Schwab March 2010 - Present
Charles Schwab December 2008 - March 2010
Charles Schwab September 2008 - December 2008
Merrill Lynch, The Retirement Group June 1996 - August 2008
Fidelity Investments February 1989 - June 1996
Skills
Relationship Management, Equities, Employee Benefits, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Defined Contribution, Defined Benefit, CRM, FINRA, Investment Advisory, Series 24, Uniform Combined State..., Series 6
Education
The University of Dallas 1993 — 1996
MBA, Management, Marketing
Texas State University 1983 — 1988
BBA, Finance, Accounting
James Madison High School 1980 — 1983
Michael Alley, CFP®, PMP's Fidelity Investments Experience November 2000 - November 2001
Job Program Manager at Elevate
Industry Financial Services
Experience
Elevate July 2014 - Present
Think Finance August 2012 - Present
Penson Financial Services September 2010 - August 2012
1st Global December 2008 - September 2010
1st Global August 2007 - December 2008
Penson Financial Services June 2007 - August 2007
1st Global January 2005 - June 2007
1st Global November 2001 - December 2005
Fidelity Investments November 2000 - November 2001
Fidelity Investments October 1998 - November 2000
Skills
Financial Services, SDLC, Business Analysis, Software Project..., PMO, PMP, Agile Methodologies, Program Management, Change Management, Agile Project Management, Management, Investments, Business Process, Requirements Gathering, Securities, Business Requirements, Series 7, MS Project, Asset Management, Vendor Management, Process Improvement, Requirements Analysis, Business Process..., Integration, Equities, Leadership, Back Office, Trading Systems, Project Management, Project Portfolio..., FINRA, Process Engineering, Capital Markets, IT Service Management, Team Management, Databases, Financial Analysis, Mutual Funds, Trading, SQL, Data Warehousing, Data Center, Scrum, Waterfall, Banking, Fixed Income, Portfolio Management, Risk Management, Series 63, Visio
Education
The University of Dallas 1999 — 2001
MBA, Financial Services
Texas Christian University - M.J. Neeley School of Business 1993 — 1997
BBA, Finance
Elevate July 2014 - Present
Think Finance August 2012 - Present
Penson Financial Services September 2010 - August 2012
1st Global December 2008 - September 2010
1st Global August 2007 - December 2008
Penson Financial Services June 2007 - August 2007
1st Global January 2005 - June 2007
1st Global November 2001 - December 2005
Fidelity Investments November 2000 - November 2001
Fidelity Investments October 1998 - November 2000
Skills
Financial Services, SDLC, Business Analysis, Software Project..., PMO, PMP, Agile Methodologies, Program Management, Change Management, Agile Project Management, Management, Investments, Business Process, Requirements Gathering, Securities, Business Requirements, Series 7, MS Project, Asset Management, Vendor Management, Process Improvement, Requirements Analysis, Business Process..., Integration, Equities, Leadership, Back Office, Trading Systems, Project Management, Project Portfolio..., FINRA, Process Engineering, Capital Markets, IT Service Management, Team Management, Databases, Financial Analysis, Mutual Funds, Trading, SQL, Data Warehousing, Data Center, Scrum, Waterfall, Banking, Fixed Income, Portfolio Management, Risk Management, Series 63, Visio
Education
The University of Dallas 1999 — 2001
MBA, Financial Services
Texas Christian University - M.J. Neeley School of Business 1993 — 1997
BBA, Finance
Bret Hackett's Fidelity Investments Experience April 2004 - February 2014
Job Wealth Management Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services March 2014 - Present
Fidelity Investments April 2004 - February 2014
AXA-Equitable August 2003 - January 2004
Skills
Investments, Financial Analysis, Retirement, Financial Services, Finance, Marketing, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., FINRA, Financial Modeling, Risk Management, Insurance, Asset Management, Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA
The University of Texas at Arlington 2000 — 2003
B.S. Interdisciplinary Studies, concentration in Finance
HD Vest Financial Services March 2014 - Present
Fidelity Investments April 2004 - February 2014
AXA-Equitable August 2003 - January 2004
Skills
Investments, Financial Analysis, Retirement, Financial Services, Finance, Marketing, Series 63, Mutual Funds, Retirement Planning, Uniform Combined State..., FINRA, Financial Modeling, Risk Management, Insurance, Asset Management, Leadership, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
MBA
The University of Texas at Arlington 2000 — 2003
B.S. Interdisciplinary Studies, concentration in Finance
Joel Macaraeg's Fidelity Investments Experience July 2000 - July 2008
Job Investment Operations Analyst
Industry Financial Services
Experience
Dimensional Fund Advisors July 2008 - Present
Fidelity Investments July 2000 - July 2008
Skills
Asset Management, Asset Allocation, Mutual Funds, Equities, Securities, Investments, Financial Services, Investment Management, Financial Analysis, Financial Modeling, Back Office, Trading Systems, Valuation, Middle Office, Settlement, Trading
Education
Texas Christian University
Bachelor of Science, Communications
Dimensional Fund Advisors July 2008 - Present
Fidelity Investments July 2000 - July 2008
Skills
Asset Management, Asset Allocation, Mutual Funds, Equities, Securities, Investments, Financial Services, Investment Management, Financial Analysis, Financial Modeling, Back Office, Trading Systems, Valuation, Middle Office, Settlement, Trading
Education
Texas Christian University
Bachelor of Science, Communications
Pradeep Polepalli's Fidelity Investments Experience February 2012 - March 2013
Job Senior Oracle Developer at Zale
Industry Information Technology and Services
Experience
Zale Corporation March 2013 - Present
Fidelity Investments February 2012 - March 2013
Blue Cross Blue Shield of Texas August 2011 - January 2012
LITTON LOAN SERVICING May 2007 - July 2011
Eagle Global Logistics July 2006 - April 2007
AIM Investments March 2006 - July 2006
American Express May 2005 - February 2006
Skills
PL/SQL, Oracle, SSIS, Oracle Applications, Software Development, Informatica, Data Warehousing, Business Intelligence, ETL, Oracle E-Business Suite, Oracle HR, Performance Tuning, Database Design, SQL*Plus, SQL, Data Modeling, Databases, Toad, SDLC, Unix, Oracle Reports
Education
Texas state university
Master Degree, Computer Science
Zale Corporation March 2013 - Present
Fidelity Investments February 2012 - March 2013
Blue Cross Blue Shield of Texas August 2011 - January 2012
LITTON LOAN SERVICING May 2007 - July 2011
Eagle Global Logistics July 2006 - April 2007
AIM Investments March 2006 - July 2006
American Express May 2005 - February 2006
Skills
PL/SQL, Oracle, SSIS, Oracle Applications, Software Development, Informatica, Data Warehousing, Business Intelligence, ETL, Oracle E-Business Suite, Oracle HR, Performance Tuning, Database Design, SQL*Plus, SQL, Data Modeling, Databases, Toad, SDLC, Unix, Oracle Reports
Education
Texas state university
Master Degree, Computer Science
Andy Brockman's Fidelity Investments Experience June 2000 - December 2008
Job Principal Programmer/Analyst
Industry Information Technology and Services
Experience
Fidelity Investments June 2000 - December 2008
Fidelity Investments June 1995 - June 2000
Fidelity Investments June 1991 - June 1995
Fidelity Investments June 1989 - June 1991
Education
Texas State Technical College 1984 — 1986
Associates, Computer Science
Fidelity Investments June 2000 - December 2008
Fidelity Investments June 1995 - June 2000
Fidelity Investments June 1991 - June 1995
Fidelity Investments June 1989 - June 1991
Education
Texas State Technical College 1984 — 1986
Associates, Computer Science
Natasha Banos's Fidelity Investments Experience May 2015 - Present
Job Senior Manager, Performance Services Marketing Disclosure at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments August 2013 - July 2014
Fidelity Investments January 2011 - August 2013
Fidelity Investments January 2010 - January 2011
Fidelity Investments August 2008 - December 2009
Trinity Title of Texas June 2007 - May 2008
Austin American-Statesman June 2006 - August 2006
Skills
Mutual Funds, Customer Service, Leadership, Market Research, Financial Services, Training, Process Improvement, Operations Management, Management, Microsoft Excel, Business Analysis
Education
University of Massachusetts, Amherst 2010 — 2014
MBA, General
Texas State University 2004 — 2007
Bachelor of Arts, Mass Communications with an emphasis in Public Relations
Fidelity Investments May 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments August 2013 - July 2014
Fidelity Investments January 2011 - August 2013
Fidelity Investments January 2010 - January 2011
Fidelity Investments August 2008 - December 2009
Trinity Title of Texas June 2007 - May 2008
Austin American-Statesman June 2006 - August 2006
Skills
Mutual Funds, Customer Service, Leadership, Market Research, Financial Services, Training, Process Improvement, Operations Management, Management, Microsoft Excel, Business Analysis
Education
University of Massachusetts, Amherst 2010 — 2014
MBA, General
Texas State University 2004 — 2007
Bachelor of Arts, Mass Communications with an emphasis in Public Relations
Tom Lupinacci's Fidelity Investments Experience July 1986 - April 1994
Job Managing Partner at Freedom Partners
Industry Financial Services
Experience
Freedom Partners August 2012 - Present
vCon Advisors October 2009 - June 2012
bankerstuff.com October 2008 - June 2010
BAI April 2005 - September 2008
Citicards May 2000 - January 2005
American Maturity Life subsidiary of Hartford Life) May 1997 - December 1999
Paymentech May 1994 - December 1996
Fidelity Investments July 1986 - April 1994
MBank Dallas 1980 - 1986
Skills
Banking, Vendor Management
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1973
MBA, Management & Statistics
University of Hartford 1965 — 1969
BS, Business Administration
Freedom Partners August 2012 - Present
vCon Advisors October 2009 - June 2012
bankerstuff.com October 2008 - June 2010
BAI April 2005 - September 2008
Citicards May 2000 - January 2005
American Maturity Life subsidiary of Hartford Life) May 1997 - December 1999
Paymentech May 1994 - December 1996
Fidelity Investments July 1986 - April 1994
MBank Dallas 1980 - 1986
Skills
Banking, Vendor Management
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1973
MBA, Management & Statistics
University of Hartford 1965 — 1969
BS, Business Administration
Art Hull's Fidelity Investments Experience January 2010 - Present
Job New Mexico Lobbyist for Devon Energy
Industry Government Relations
Experience
Vidler Water Company Inc January 2015 - Present
Mescalero Apache Tribe November 2014 - Present
Albuquerque Economic Development October 2014 - Present
University of New Mexico October 2014 - Present
Devon Energy January 2009 - Present
SAS January 2014 - Present
Fidelity Investments January 2010 - Present
PNM Resources October 1996 - Present
GlaxoSmithKline January 2010 - Present
The Pew Charitable Trusts February 2013 - Present
Skills
Energy, Financial Services, Crisis Management, Policy, Strategic Planning, Project Management, Process Improvement, Corporate Communications, Contract Negotiation, Business Development, Leadership, Negotiation, Organizational..., Project Planning, Team Building, Business Strategy, Legislative Relations, Lobbying, Budget, Public Speaking, Public Relations, Budgets, Government, Change Management, Recruiting, Management, Analysis, Business Process..., Operations Management, Risk Management, Leadership Development, Management Consulting, Mergers & Acquisitions, Business Planning, Executive Management, Training, Strategy, Consulting, Performance Management, Team Leadership, Financial Analysis, Cross-functional Team..., Coaching, Finance, Business Analysis, Governance, Start-ups, Business Process, Forecasting, Due Diligence
Education
Texas State University 1977 — 1981
BBA, Accounting
Vidler Water Company Inc January 2015 - Present
Mescalero Apache Tribe November 2014 - Present
Albuquerque Economic Development October 2014 - Present
University of New Mexico October 2014 - Present
Devon Energy January 2009 - Present
SAS January 2014 - Present
Fidelity Investments January 2010 - Present
PNM Resources October 1996 - Present
GlaxoSmithKline January 2010 - Present
The Pew Charitable Trusts February 2013 - Present
Skills
Energy, Financial Services, Crisis Management, Policy, Strategic Planning, Project Management, Process Improvement, Corporate Communications, Contract Negotiation, Business Development, Leadership, Negotiation, Organizational..., Project Planning, Team Building, Business Strategy, Legislative Relations, Lobbying, Budget, Public Speaking, Public Relations, Budgets, Government, Change Management, Recruiting, Management, Analysis, Business Process..., Operations Management, Risk Management, Leadership Development, Management Consulting, Mergers & Acquisitions, Business Planning, Executive Management, Training, Strategy, Consulting, Performance Management, Team Leadership, Financial Analysis, Cross-functional Team..., Coaching, Finance, Business Analysis, Governance, Start-ups, Business Process, Forecasting, Due Diligence
Education
Texas State University 1977 — 1981
BBA, Accounting
Marc Lankford's Fidelity Investments Experience May 2011 - December 2012
Job Corporate Sales Manager
Industry Computer Software
Experience
ADP Benefits December 2014 - Present
Celergo LLC March 2014 - October 2014
BenefitMall (Formerly known as CompuPay) June 2013 - March 2014
Fidelity Investments May 2011 - December 2012
ADP Major Accounts and ADP Totalsource June 2008 - April 2011
Postmark DMS and SD-Phoenix June 2003 - June 2008
Skills
Forecasting, Business Development, Recruiting, Sales Operations, Sales, Salesforce.com, Human Resources, Benefits Administration, Sales Management, Team Building, Employee Benefits, Payroll Services, Training, Marketing, Management, Account Management, Cold Calling, Selling, SaaS, Strategy, Outsourcing
Education
Texas State University-San Marcos 1994 — 1999
Majors: Advertising and English, Minors: Journalism, History and German
Klein Oak High School 1990 — 1994
ADP Benefits December 2014 - Present
Celergo LLC March 2014 - October 2014
BenefitMall (Formerly known as CompuPay) June 2013 - March 2014
Fidelity Investments May 2011 - December 2012
ADP Major Accounts and ADP Totalsource June 2008 - April 2011
Postmark DMS and SD-Phoenix June 2003 - June 2008
Skills
Forecasting, Business Development, Recruiting, Sales Operations, Sales, Salesforce.com, Human Resources, Benefits Administration, Sales Management, Team Building, Employee Benefits, Payroll Services, Training, Marketing, Management, Account Management, Cold Calling, Selling, SaaS, Strategy, Outsourcing
Education
Texas State University-San Marcos 1994 — 1999
Majors: Advertising and English, Minors: Journalism, History and German
Klein Oak High School 1990 — 1994
Laura Greenberg's Fidelity Investments Experience May 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Robi Chapman's Fidelity Investments Experience August 2011 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments December 2007 - May 2010
Fidelity Investments January 2004 - December 2007
Fidelity Investments July 2002 - January 2004
Skills
Relationship Management, 401k, Retirement, Series 63, Series 7, Mutual Funds, Financial Services, Asset Allocation, Retirement Planning, Investments, Wealth Management, Series 6, Securities, FINRA
Education
Texas Christian University 1994 — 2011
Bachelor of Communication, Communications
Fidelity Investments August 2011 - Present
Fidelity Investments December 2007 - May 2010
Fidelity Investments January 2004 - December 2007
Fidelity Investments July 2002 - January 2004
Skills
Relationship Management, 401k, Retirement, Series 63, Series 7, Mutual Funds, Financial Services, Asset Allocation, Retirement Planning, Investments, Wealth Management, Series 6, Securities, FINRA
Education
Texas Christian University 1994 — 2011
Bachelor of Communication, Communications
Lance Deal's Fidelity Investments Experience 1999 - 2004
Job Risk Advisory Services at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Dixon Hughes Goodman LLP August 2014 - Present
UBS Financial Services Inc May 2013 - August 2014
TD Ameritrade March 2006 - March 2013
Wachovia May 2004 - March 2006
Fidelity Investments 1999 - 2004
Principal Financial Securities, Inc. 1995 - 1997
Skills
Securities Exchange Act..., FINRA Written..., SOX Internal Controls, Root Cause Problem..., Securities, Financial Services, Mutual Funds, Relationship Management, Back Office, SOX 404, Equities, Business Analysis, Investments, Risk Management, Accounting, Brokerage, Fixed Income, Internal Controls, FINRA
Education
Texas State University-San Marcos 1991 — 1993
Bachelor of Business Administration (BBA), accounting
Securities Industry Institute 2009 — 2011
Wharton Business School
Mary Beth Moulder's Fidelity Investments Experience April 2004 - January 2006
Job Customer Service Specialist
Industry Financial Services
Experience
Fidelity Investments April 2004 - January 2006
Tracy Locke Partnership 1998 - 2004
Education
Texas Christian University 1990 — 1994
B.A., Radio - TV - Film
Fidelity Investments April 2004 - January 2006
Tracy Locke Partnership 1998 - 2004
Education
Texas Christian University 1990 — 1994
B.A., Radio - TV - Film
Mark Brightenburg's Fidelity Investments Experience April 1995 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1995 - Present
Education
The University of Dallas 2014 — 2017
Doctor of Business Administration, Business Administration
The University of Texas at Dallas 2011 — 2014
Master of Science (M.S.), Management / Organizational Behavior
Multi-Health Systems (MHS) 2012 — 2012
Certified in the EQ-i 2.0 & 360 Instrument
The University of Dallas 2008 — 2011
Master of Business Administration (M.B.A.), Financial Services
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™, ID# 108582
Texas State University-San Marcos
BA, Communications Studies
Fidelity Investments April 1995 - Present
Education
The University of Dallas 2014 — 2017
Doctor of Business Administration, Business Administration
The University of Texas at Dallas 2011 — 2014
Master of Science (M.S.), Management / Organizational Behavior
Multi-Health Systems (MHS) 2012 — 2012
Certified in the EQ-i 2.0 & 360 Instrument
The University of Dallas 2008 — 2011
Master of Business Administration (M.B.A.), Financial Services
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
CERTIFIED FINANCIAL PLANNER™, ID# 108582
Texas State University-San Marcos
BA, Communications Studies
Don Hoskins's Fidelity Investments Experience August 1993 - March 1999
Job Manager, Revenue Cycle Support and Project Management at Consolidated Health Services/ CHI
Industry Financial Services
Experience
CHI/ Consolidated Health Services April 2013 - Present
The Medlab April 2011 - January 2013
General Revenue Corporation (Sallie Mae) September 2010 - May 2011
General Revenue Corporation (Sallie Mae) December 2005 - September 2010
Inviva, Inc. April 2003 - November 2005
Conseco November 2001 - April 2003
Charles Schwab May 1999 - October 2001
Fidelity Investments August 1993 - March 1999
Skills
Process Improvement, Leadership, Analysis, Call Center, Management, Customer Service, Team Building, Call Centers, Change Management, Healthcare, Microsoft Office, Operations Management, Software Documentation, Training, Strategic Planning, Team Leadership, Business Analysis
Education
Texas State University-San Marcos 1986 — 1990
General Studies - Economics
CHI/ Consolidated Health Services April 2013 - Present
The Medlab April 2011 - January 2013
General Revenue Corporation (Sallie Mae) September 2010 - May 2011
General Revenue Corporation (Sallie Mae) December 2005 - September 2010
Inviva, Inc. April 2003 - November 2005
Conseco November 2001 - April 2003
Charles Schwab May 1999 - October 2001
Fidelity Investments August 1993 - March 1999
Skills
Process Improvement, Leadership, Analysis, Call Center, Management, Customer Service, Team Building, Call Centers, Change Management, Healthcare, Microsoft Office, Operations Management, Software Documentation, Training, Strategic Planning, Team Leadership, Business Analysis
Education
Texas State University-San Marcos 1986 — 1990
General Studies - Economics
Jordan Rivera's Fidelity Investments Experience December 2005 - December 2007
Job Financial Analyst
Industry Financial Services
Experience
Texas State University August 2011 - August 2013
Clark Consulting June 2009 - May 2011
TIAA-CREF December 2007 - June 2009
Fidelity Investments December 2005 - December 2007
Cirrus Health January 2004 - December 2005
Skills
Insurance, Series 7, Financial Reporting, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Financial Services, Analysis
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), International Business, 3.7
The University of Texas at Arlington - College of Business 2000 — 2009
Bachelor of Business Administration (BBA), Finance, General
Texas State University August 2011 - August 2013
Clark Consulting June 2009 - May 2011
TIAA-CREF December 2007 - June 2009
Fidelity Investments December 2005 - December 2007
Cirrus Health January 2004 - December 2005
Skills
Insurance, Series 7, Financial Reporting, Investments, Financial Modeling, Mutual Funds, Portfolio Management, Finance, Financial Services, Analysis
Education
Texas State University-San Marcos 2011 — 2013
Master of Business Administration (MBA), International Business, 3.7
The University of Texas at Arlington - College of Business 2000 — 2009
Bachelor of Business Administration (BBA), Finance, General
Laurie McCartney's Fidelity Investments Experience February 1986 - Present
Job Sr Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1986 - Present
Skills
Series 63, Series 7, Series 6, series 8, Certified Financial..., Life and Health...
Education
Southwest Texas State University 1981 — 1985
Bachelor's degree, Finance, General
Fidelity Investments February 1986 - Present
Skills
Series 63, Series 7, Series 6, series 8, Certified Financial..., Life and Health...
Education
Southwest Texas State University 1981 — 1985
Bachelor's degree, Finance, General
Jim Pujats's Fidelity Investments Experience 1989 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1989 - Present
Education
Texas State University 1982 — 1986
BBA, Finance
Fidelity Investments 1989 - Present
Education
Texas State University 1982 — 1986
BBA, Finance
Cynthia Ramm's Fidelity Investments Experience March 2007 - March 2009
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones December 2012 - February 2013
Edward Jones November 2010 - December 2012
Edward Jones October 2009 - November 2010
Fidelity Investments March 2007 - March 2009
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2006 - September 2006
Fidelity Institutional Retirement Services Group March 2004 - June 2006
MILLIMAN, USA January 2003 - December 2003
Fidelity Investments September 1998 - October 2002
Skills
CRM, Training, Management, Project Management, Team Leadership, Software Documentation, Employee Benefits, Customer Satisfaction, Sales, Coaching, Call Centers, Customer Service, Quality Assurance, Investments, Business Planning, Leadership
Education
Southwest Texas State San Marcos TX 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Southwest Texas State University 1975 — 1979
Bachelor of Arts, Journalism
Texas State University 1975 — 1979
bachelor, journalism, english
Southwest Texas State University
Bachelor of Arts, Journalism
Edward Jones February 2013 - Present
Edward Jones December 2012 - February 2013
Edward Jones November 2010 - December 2012
Edward Jones October 2009 - November 2010
Fidelity Investments March 2007 - March 2009
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2006 - September 2006
Fidelity Institutional Retirement Services Group March 2004 - June 2006
MILLIMAN, USA January 2003 - December 2003
Fidelity Investments September 1998 - October 2002
Skills
CRM, Training, Management, Project Management, Team Leadership, Software Documentation, Employee Benefits, Customer Satisfaction, Sales, Coaching, Call Centers, Customer Service, Quality Assurance, Investments, Business Planning, Leadership
Education
Southwest Texas State San Marcos TX 1975 — 1979
Bachelor of Arts (B.A.), Journalism
Southwest Texas State University 1975 — 1979
Bachelor of Arts, Journalism
Texas State University 1975 — 1979
bachelor, journalism, english
Southwest Texas State University
Bachelor of Arts, Journalism
Mary Peacock's Fidelity Investments Experience October 2013 - Present
Job Team Lead Portfolio Advisory Services Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments September 2012 - October 2013
Fidelity Investments February 2012 - September 2012
Dallas Veterinary Surgical Center January 2004 - November 2011
Skills
Series 7, Financial Services, Series 9/10, Process Improvement, Leadership, Strategic Planning, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
MBA, General Management/ Human Resources
The University of Texas at Arlington 1999 — 2003
BS, Biology
Fidelity Investments October 2013 - Present
Fidelity Investments September 2012 - October 2013
Fidelity Investments February 2012 - September 2012
Dallas Veterinary Surgical Center January 2004 - November 2011
Skills
Series 7, Financial Services, Series 9/10, Process Improvement, Leadership, Strategic Planning, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
MBA, General Management/ Human Resources
The University of Texas at Arlington 1999 — 2003
BS, Biology
Karl Eggerss's Fidelity Investments Experience July 1995 - February 1996
Job President & CEO of Eggerss Capital Management
Industry Investment Management
Experience
Eggerss Capital Management February 2010 - Present
FJS Advisors February 1996 - December 2009
Fidelity Investments July 1995 - February 1996
Skills
Financial Advisory, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment
Education
Texas State University 1990 — 1995
BBA, Finance
Madison High School 1987 — 1990
Eggerss Capital Management February 2010 - Present
FJS Advisors February 1996 - December 2009
Fidelity Investments July 1995 - February 1996
Skills
Financial Advisory, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment
Education
Texas State University 1990 — 1995
BBA, Finance
Madison High School 1987 — 1990
Grant Bingham's Fidelity Investments Experience February 2004 - December 2008
Job Financial Rep at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
TD Ameritrade May 2009 - Present
Fidelity Investments February 2004 - December 2008
UBS January 2002 - January 2004
Skills
Retirement Planning, Series 7, IRA's, Series 24, Series 66
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.)
Jill Bramblett's Fidelity Investments Experience September 2012 - December 2012
Job ISO 27001:2013 Certified Lead Auditor at BSI Contract
Industry Information Technology and Services
Experience
BSI February 2015 - Present
Nationstar Mortgage April 2013 - February 2015
Fidelity Investments September 2012 - December 2012
JPMorgan Chase 2011 - 2012
DISYS 2011 - 2011
TEKsystems 2009 - 2011
Avanade July 2007 - April 2009
First Horizon Home Loans 2003 - 2005
Capstead Mortgage Corporation 1995 - 1999
Skills
Requirements Gathering, Agile Methodologies, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Business Intelligence, SharePoint, Visio, Functional..., Data Warehousing, Vendor Management, Software Project..., Analytics, User Acceptance Testing, Gap Analysis, Data Modeling, Business Process, Project Management, Business Process Design, ISO 27001 Lead Auditor
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Marketing
Texas Christian University 1989 — 1996
BA, Liberal Arts and Sciences, General Studies and Humanities, Graduated 1996
BSI February 2015 - Present
Nationstar Mortgage April 2013 - February 2015
Fidelity Investments September 2012 - December 2012
JPMorgan Chase 2011 - 2012
DISYS 2011 - 2011
TEKsystems 2009 - 2011
Avanade July 2007 - April 2009
First Horizon Home Loans 2003 - 2005
Capstead Mortgage Corporation 1995 - 1999
Skills
Requirements Gathering, Agile Methodologies, SDLC, Business Analysis, Business Requirements, Requirements Analysis, Business Intelligence, SharePoint, Visio, Functional..., Data Warehousing, Vendor Management, Software Project..., Analytics, User Acceptance Testing, Gap Analysis, Data Modeling, Business Process, Project Management, Business Process Design, ISO 27001 Lead Auditor
Education
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Marketing
Texas Christian University 1989 — 1996
BA, Liberal Arts and Sciences, General Studies and Humanities, Graduated 1996
Laura McCallum's Fidelity Investments Experience April 2013 - December 2013
Job Government Administration Professional
Industry Government Administration
Experience
Fidelity Investments April 2013 - December 2013
U.S. Department of State June 1999 - June 2003
Skills
Foreign Affairs, International Relations, Foreign Policy, Economics, Policy Analysis, Politics, Public Policy, International..., Government, Foreign Languages, Analysis, Stata, Macroeconomics, Crisis Management, International Trade, History, Policy, Spanish, Public Diplomacy, Political Risk Analysis, Human Rights, Diplomacy, International Security
Education
Texas State University
Bachelor of Arts, International Studies
Fidelity Investments April 2013 - December 2013
U.S. Department of State June 1999 - June 2003
Skills
Foreign Affairs, International Relations, Foreign Policy, Economics, Policy Analysis, Politics, Public Policy, International..., Government, Foreign Languages, Analysis, Stata, Macroeconomics, Crisis Management, International Trade, History, Policy, Spanish, Public Diplomacy, Political Risk Analysis, Human Rights, Diplomacy, International Security
Education
Texas State University
Bachelor of Arts, International Studies
Greg Banwart's Fidelity Investments Experience May 2006 - October 2007
Job Special Education Teacher
Industry Education Management
Experience
. August 2012 - Present
Fidelity Investments May 2006 - October 2007
Skills
Financial Analysis, Excel, Budgeting, Microsoft Office, Word, PowerPoint, Staff Development, Mathematics, Customer Service, Teaching, Strategic Planning, Business Planning, Supervisory Skills, Data Analysis, Classroom Instruction, Team Building, Inventory Management, Curriculum Design, Account Management, Event Planning, Windows, XP, Training
Education
TCU 2000 — 2003
Texas Christian University 2000 — 2003
Bachelor's degree
. August 2012 - Present
Fidelity Investments May 2006 - October 2007
Skills
Financial Analysis, Excel, Budgeting, Microsoft Office, Word, PowerPoint, Staff Development, Mathematics, Customer Service, Teaching, Strategic Planning, Business Planning, Supervisory Skills, Data Analysis, Classroom Instruction, Team Building, Inventory Management, Curriculum Design, Account Management, Event Planning, Windows, XP, Training
Education
TCU 2000 — 2003
Texas Christian University 2000 — 2003
Bachelor's degree
Kawonna Mitchell's Fidelity Investments Experience March 2000 - February 2009
Job
Industry
Experience
NuCompass Mobility Services Inc. September 2011 - October 2013
Cartus May 2011 - September 2011
Fidelity Investments March 2000 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Training, Negotiation, Teamwork
Education
University of North Texas 2010 — 2011
Bachelor of Applied Arts & Sciences, HSML, COMS & SOCI
Texas Southern University 1991 — 1995
Environmental Sciences
NuCompass Mobility Services Inc. September 2011 - October 2013
Cartus May 2011 - September 2011
Fidelity Investments March 2000 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Training, Negotiation, Teamwork
Education
University of North Texas 2010 — 2011
Bachelor of Applied Arts & Sciences, HSML, COMS & SOCI
Texas Southern University 1991 — 1995
Environmental Sciences
Jacob Waggoner's Fidelity Investments Experience September 2007 - January 2010
Job Enterprise Accounting Supervisor at DynCorp International
Industry Accounting
Experience
DynCorp International June 2014 - Present
Deloitte & Touche LLP January 2013 - June 2014
Chase Investment Services Corp. May 2010 - January 2012
Fidelity Investments September 2007 - January 2010
Ameriprise Financial Services, Inc. March 2005 - September 2007
Skills
Certified Financial..., Financial Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Securities, Tax Planning, Financial Analysis, US GAAP, GAAP, Financial Planning, Leadership
Education
Texas Christian University 2012 — 2012
Master of Accounting, Accounting
University of North Texas 2004 — 2004
Bachelor of Arts and Science, Spanish Business
DynCorp International June 2014 - Present
Deloitte & Touche LLP January 2013 - June 2014
Chase Investment Services Corp. May 2010 - January 2012
Fidelity Investments September 2007 - January 2010
Ameriprise Financial Services, Inc. March 2005 - September 2007
Skills
Certified Financial..., Financial Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Asset Management, Securities, Tax Planning, Financial Analysis, US GAAP, GAAP, Financial Planning, Leadership
Education
Texas Christian University 2012 — 2012
Master of Accounting, Accounting
University of North Texas 2004 — 2004
Bachelor of Arts and Science, Spanish Business
Jess Mindel's Fidelity Investments Experience September 1995 - June 2008
Job Retention Specialist at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable August 2012 - Present
Insight Communications September 2008 - August 2013
Insight Communications June 2009 - March 2012
Fidelity Investments September 1995 - June 2008
Skills
Series 7, Series 6, Series 63, Workforce Management, Sales, Direct Sales, Customer Retention, Training, Broadband, Customer Experience, Telephony, Customer Satisfaction, Telecommunications
Education
University of North Texas 1976 — 1981
M.Ed., Public School Administration
Texas Christian University 1971 — 1975
BS. Elem Educ, Elementary Education
Time Warner Cable August 2012 - Present
Insight Communications September 2008 - August 2013
Insight Communications June 2009 - March 2012
Fidelity Investments September 1995 - June 2008
Skills
Series 7, Series 6, Series 63, Workforce Management, Sales, Direct Sales, Customer Retention, Training, Broadband, Customer Experience, Telephony, Customer Satisfaction, Telecommunications
Education
University of North Texas 1976 — 1981
M.Ed., Public School Administration
Texas Christian University 1971 — 1975
BS. Elem Educ, Elementary Education
Brian Millsap's Fidelity Investments Experience September 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
AXA Advisors May 2009 - June 2010
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
Fidelity Investments September 2011 - Present
AXA Advisors May 2009 - June 2010
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance
Sarah Ammons's Fidelity Investments Experience 1985 - 1992
Job DC Solutions Coordinator at Milliman
Industry Financial Services
Experience
Milliman January 1994 - Present
SEI 1992 - December 1993
Fidelity Investments 1985 - 1992
Skills
Retirement, Microsoft Excel, Microsoft Office, Employee Benefits, Health Insurance, Risk Management, Insurance, Reinsurance, Life Insurance
Education
Texas Christian University
BBA, Marketing and Management
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
Milliman January 1994 - Present
SEI 1992 - December 1993
Fidelity Investments 1985 - 1992
Skills
Retirement, Microsoft Excel, Microsoft Office, Employee Benefits, Health Insurance, Risk Management, Insurance, Reinsurance, Life Insurance
Education
Texas Christian University
BBA, Marketing and Management
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
Chad Cody's Fidelity Investments Experience May 2015 - Present
Job Senior Manager, Global Data Services
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
TD Ameritrade March 2011 - May 2013
R.W. Smith August 2009 - August 2010
1st Global 2008 - 2009
Skills
Series 7, Series 66, Series 24, Series 53, Trading, Sales, Management, Financial Services, Securities, FINRA, MSRB, Municipal Bonds, Government Bonds, Uniform Combined State..., Series 63, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2001
BS, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments February 2014 - May 2015
TD Ameritrade March 2011 - May 2013
R.W. Smith August 2009 - August 2010
1st Global 2008 - 2009
Skills
Series 7, Series 66, Series 24, Series 53, Trading, Sales, Management, Financial Services, Securities, FINRA, MSRB, Municipal Bonds, Government Bonds, Uniform Combined State..., Series 63, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2001
BS, Finance
Pauline Chia's Fidelity Investments Experience June 2012 - November 2012
Job MBA
Industry Financial Services
Experience
Fidelity Investments June 2012 - November 2012
Citibank November 2005 - July 2010
Education
Texas Christian University - Neeley School of Business 2011 — 2013
MBA, Corporate Finance & Operations Management
Universiti Sains Malaysia 2004 — 2005
Master of Science (Information Technology)
Universiti Sains Malaysia 2001 — 2004
BBA (Honors), Finance & Information Technology
Fidelity Investments June 2012 - November 2012
Citibank November 2005 - July 2010
Education
Texas Christian University - Neeley School of Business 2011 — 2013
MBA, Corporate Finance & Operations Management
Universiti Sains Malaysia 2004 — 2005
Master of Science (Information Technology)
Universiti Sains Malaysia 2001 — 2004
BBA (Honors), Finance & Information Technology
Jennifer Bryson's Fidelity Investments Experience August 1991 - June 2000
Job Vice President Trust Officer at Bank of Texas
Industry Investment Management
Experience
Bank of Texas July 2014 - Present
USAA December 2013 - June 2014
Capital One May 2009 - August 2013
U.S. Trust Bank of America June 2000 - May 2009
Fidelity Investments August 1991 - June 2000
Skills
Wealth Management, Investments, Wealth Transfer, Trust Services, Estate Planning, Financial Planning, Retirement Planning, Asset Protection, Philanthropy, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Wealth, High Net Worth..., Investment Management, Finance, Wealth Management..., Series 7, Asset Allocation, Investment Strategies, Private Banking, Mutual Funds
Education
Texas Christian University 1986 — 1991
Bachelor of Arts, Economics
Texas Christian University - M.J. Neeley School of Business 1986 — 1991
Bachelor of Business Administration, Finance
Highland Park High School 1982 — 1986
Bank of Texas July 2014 - Present
USAA December 2013 - June 2014
Capital One May 2009 - August 2013
U.S. Trust Bank of America June 2000 - May 2009
Fidelity Investments August 1991 - June 2000
Skills
Wealth Management, Investments, Wealth Transfer, Trust Services, Estate Planning, Financial Planning, Retirement Planning, Asset Protection, Philanthropy, Portfolio Management, Investment Advisory, Asset Management, Strategic Financial..., Wealth, High Net Worth..., Investment Management, Finance, Wealth Management..., Series 7, Asset Allocation, Investment Strategies, Private Banking, Mutual Funds
Education
Texas Christian University 1986 — 1991
Bachelor of Arts, Economics
Texas Christian University - M.J. Neeley School of Business 1986 — 1991
Bachelor of Business Administration, Finance
Highland Park High School 1982 — 1986
Jeffrey Bonsu's Fidelity Investments Experience May 2012 - September 2013
Job
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Fidelity Investments May 2012 - September 2013
St. David's HealthCare January 2012 - May 2012
JPMorgan Chase April 2008 - November 2009
JPMorgan Chase June 2006 - April 2008
Skills
Healthcare, Accounting, Customer Service, Outlook, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Leadership, Healthcare Management, Managerial Finance, Series 7, Payroll, Risk Management, Management, Financial Services, Banking, Human Resources, Customer Satisfaction, Process Improvement, Teamwork, Employee Benefits, Interviews, Access, Sales, Auditing, Insurance, Finance, Analysis, Training, Time Management, Financial Analysis, Data Analysis, Data Entry, Team Building, Business Analysis, Retail, Software Documentation, Mutual Funds, Credit, Vendor Management, Securities, Team Leadership, Portfolio Management, Customer Support, PeopleSoft, Financial Risk, Loans, Call Centers
Education
Texas State University-San Marcos
Bachelor of Science, Healthcare Administration (BHA), Accounting, Ethics, Finance, Health Law, HIM, HR, Marketing, Supervisory Mgmt, Training/Development, 3.7
Richardson High School
High School Diploma, General Studies
J.P. Morgan September 2013 - Present
Fidelity Investments May 2012 - September 2013
St. David's HealthCare January 2012 - May 2012
JPMorgan Chase April 2008 - November 2009
JPMorgan Chase June 2006 - April 2008
Skills
Healthcare, Accounting, Customer Service, Outlook, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Leadership, Healthcare Management, Managerial Finance, Series 7, Payroll, Risk Management, Management, Financial Services, Banking, Human Resources, Customer Satisfaction, Process Improvement, Teamwork, Employee Benefits, Interviews, Access, Sales, Auditing, Insurance, Finance, Analysis, Training, Time Management, Financial Analysis, Data Analysis, Data Entry, Team Building, Business Analysis, Retail, Software Documentation, Mutual Funds, Credit, Vendor Management, Securities, Team Leadership, Portfolio Management, Customer Support, PeopleSoft, Financial Risk, Loans, Call Centers
Education
Texas State University-San Marcos
Bachelor of Science, Healthcare Administration (BHA), Accounting, Ethics, Finance, Health Law, HIM, HR, Marketing, Supervisory Mgmt, Training/Development, 3.7
Richardson High School
High School Diploma, General Studies
Jasmine O'Neal's Fidelity Investments Experience January 2013 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments January 2013 - Present
First Command Financial Services September 2012 - December 2012
First Command Financial Services March 2012 - September 2012
Chase June 2010 - June 2011
Skills
SAP® ERP, Dreamweaver CS5, Microsoft Office Suite, Visual Basic 2010, ADO.NET, ASP.NET 4.0, SQL, HTML, Flash, Microsoft SharePoint, Microsoft Project 2010, Microsoft Visio 2010, Visio, Access, SharePoint, ASP.NET, Microsoft Office
Education
Texas Christian University 2010 — 2012
Fidelity Investments January 2013 - Present
First Command Financial Services September 2012 - December 2012
First Command Financial Services March 2012 - September 2012
Chase June 2010 - June 2011
Skills
SAP® ERP, Dreamweaver CS5, Microsoft Office Suite, Visual Basic 2010, ADO.NET, ASP.NET 4.0, SQL, HTML, Flash, Microsoft SharePoint, Microsoft Project 2010, Microsoft Visio 2010, Visio, Access, SharePoint, ASP.NET, Microsoft Office
Education
Texas Christian University 2010 — 2012
Mitika Thiara's Fidelity Investments Experience June 2013 - August 2013
Job Business & Systems Integration Analyst at Accenture
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - August 2013
NYU Langone Medical Center June 2012 - July 2012
Skills
Microsoft SQL Server, Visual Basic, Silverlight for Windows..., IBM SPSS, SAP ERP, Microsoft Sharepoint, Microsoft Access 2010, Microsoft Visio 2010, Microsoft Project 2010, Microsoft Excel 2010, Microsoft Word 2010, Microsoft Powerpoint..., Unix, Microsoft Excel, Microsoft Word
Education
Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Marketing and Business Information Systems
Texas Christian University 2010 — 2014
Fidelity Investments June 2013 - August 2013
NYU Langone Medical Center June 2012 - July 2012
Skills
Microsoft SQL Server, Visual Basic, Silverlight for Windows..., IBM SPSS, SAP ERP, Microsoft Sharepoint, Microsoft Access 2010, Microsoft Visio 2010, Microsoft Project 2010, Microsoft Excel 2010, Microsoft Word 2010, Microsoft Powerpoint..., Unix, Microsoft Excel, Microsoft Word
Education
Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Marketing and Business Information Systems
Texas Christian University 2010 — 2014
Nicholas Schrandt's Fidelity Investments Experience February 2007 - March 2009
Job Seeking opportunities in oil and gas, business development, project management, and/or financial industry.
Industry Oil & Energy
Experience
Personal Defense January 2010 - Present
Personal Defense January 2010 - Present
Atlas November 2014 - July 2015
Hard Rock Directionla Drilling February 2012 - November 2014
HardRock Directional Drilling May 2011 - March 2012
HardRock Directional Drilling January 2011 - March 2012
Fidelity Investments February 2007 - March 2009
Range INC January 2004 - February 2007
US Army 2000 - 2003
Skills
National Security, Law Enforcement..., Military Operations, Night Vision, thermal optics, Intelligence,..., Weapon Systems, ITAR, Army, Business Development, C4ISR, Construction, Contract Management, Contract Negotiation, Defense, DoD, Energy, Engineering, Government, Inspection, Leadership, Military, Military Experience, Operational Planning, Operations Management, Petroleum, Procurement, Project Planning, Security Clearance, Supervisory Skills, Training, Weapons
Education
Texas State University-San Marcos 2004 — 2008
Personal Defense January 2010 - Present
Personal Defense January 2010 - Present
Atlas November 2014 - July 2015
Hard Rock Directionla Drilling February 2012 - November 2014
HardRock Directional Drilling May 2011 - March 2012
HardRock Directional Drilling January 2011 - March 2012
Fidelity Investments February 2007 - March 2009
Range INC January 2004 - February 2007
US Army 2000 - 2003
Skills
National Security, Law Enforcement..., Military Operations, Night Vision, thermal optics, Intelligence,..., Weapon Systems, ITAR, Army, Business Development, C4ISR, Construction, Contract Management, Contract Negotiation, Defense, DoD, Energy, Engineering, Government, Inspection, Leadership, Military, Military Experience, Operational Planning, Operations Management, Petroleum, Procurement, Project Planning, Security Clearance, Supervisory Skills, Training, Weapons
Education
Texas State University-San Marcos 2004 — 2008
Kaitlin Brady's Fidelity Investments Experience May 2015 - August 2015
Job Administrative Intern at Fidelity Investments
Industry
Experience
The Next Step Realty September 2014 - Present
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Education
Texas Christian University 2013 — 2017
The Next Step Realty September 2014 - Present
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Education
Texas Christian University 2013 — 2017
Alex Updyke's Fidelity Investments Experience December 2013 - May 2015
Job Internal Sales Consultant at Hines Securities, Inc.
Industry Financial Services
Experience
Hines Securities, Inc. June 2015 - Present
Fidelity Investments December 2013 - May 2015
August REI 2012 - 2012
Tango Management Consulting, LLC. May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, Bloomberg Terminal, Finance, Microsoft Office, Investments, Data Analysis, Mutual Funds
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Hines Securities, Inc. June 2015 - Present
Fidelity Investments December 2013 - May 2015
August REI 2012 - 2012
Tango Management Consulting, LLC. May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Economics, Bloomberg Terminal, Finance, Microsoft Office, Investments, Data Analysis, Mutual Funds
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank