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
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jeff Kikel, ChFC®, CRPC® Jeff Kikel, ChFC®, CRPC®'s Fidelity Investments Experience December 2009 - January 2011
Job Vice President of Business Development and Senior Investment Advisor at South Texas Money Management
Industry Financial Services
Experience
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
Matt Moffatt Matt Moffatt's Fidelity Investments Experience September 2014 - December 2014
Job Network Forecast Analyst at CenturyLink
Industry Financial Services
Experience
CenturyLink Business February 2015 - Present
Fidelity Investments September 2014 - December 2014
Fidelity Investments October 2013 - August 2014
Texas Tech Student Managed Investment Fund January 2013 - May 2013
The Daily Toreador March 2010 - May 2011
Skills
Financial Analysis, Economics, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Investments, Valuation, Data Analysis, Market Research, Accounting, Financial Accounting, Securities, Customer Service, Access, Analysis, Research, Bloomberg Terminal, Economic Research, Business Analysis, Asset Allocation, Economic Policy, Corporate Finance, Strategic Financial..., Investment Strategies, Risk Management, Time Management, CRM, Siebel, XTRAC, Organization &..., Internal Audit, Fund Accounting
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Business Economics
CenturyLink Business February 2015 - Present
Fidelity Investments September 2014 - December 2014
Fidelity Investments October 2013 - August 2014
Texas Tech Student Managed Investment Fund January 2013 - May 2013
The Daily Toreador March 2010 - May 2011
Skills
Financial Analysis, Economics, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Investments, Valuation, Data Analysis, Market Research, Accounting, Financial Accounting, Securities, Customer Service, Access, Analysis, Research, Bloomberg Terminal, Economic Research, Business Analysis, Asset Allocation, Economic Policy, Corporate Finance, Strategic Financial..., Investment Strategies, Risk Management, Time Management, CRM, Siebel, XTRAC, Organization &..., Internal Audit, Fund Accounting
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Business Economics
Andrea Warnick Andrea Warnick's Fidelity Investments Experience June 2008 - January 2009
Job Contracts Negotiator at Lockheed Martin Missiles and Fire Control
Industry Defense & Space
Experience
Lockheed Martin Missiles and Fire Control May 2015 - Present
Lockheed Martin Missiles and Fire Control July 2012 - Present
Lockheed Martin Aeronautics January 2009 - July 2012
Fidelity Investments June 2008 - January 2009
Skills
Earned Value Management, Analysis, Leadership, Variance Analysis, Management, Deltek, Finance, Government Contracting, DoD, Process Improvement, Risk Management, Time Management, Cost Benefit, Defense Contracting, Proposal Writing, FAR, Security Clearance
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Master's, Business Administration
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's, Finance
Lockheed Martin Missiles and Fire Control May 2015 - Present
Lockheed Martin Missiles and Fire Control July 2012 - Present
Lockheed Martin Aeronautics January 2009 - July 2012
Fidelity Investments June 2008 - January 2009
Skills
Earned Value Management, Analysis, Leadership, Variance Analysis, Management, Deltek, Finance, Government Contracting, DoD, Process Improvement, Risk Management, Time Management, Cost Benefit, Defense Contracting, Proposal Writing, FAR, Security Clearance
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Master's, Business Administration
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's, Finance
Shawn Baxter, CAMS Shawn Baxter, CAMS's Fidelity Investments Experience January 2000 - May 2002
Job Manager, Centralized Compliance Controls at 1st Global
Industry Financial Services
Experience
1st Global July 2004 - Present
1st Global July 2002 - July 2004
Fidelity Investments January 2000 - May 2002
Skills
Series 7, Series 66, Series 24, Series 53, CAMS, FINRA, Licensed Life & Health..., Investment Advisor..., Broker-Dealer Compliance, Series 63, Securities, Investments, Financial Services, Mutual Funds, Risk Management, Trading, Anti Money Laundering
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA), Marketing
1st Global July 2004 - Present
1st Global July 2002 - July 2004
Fidelity Investments January 2000 - May 2002
Skills
Series 7, Series 66, Series 24, Series 53, CAMS, FINRA, Licensed Life & Health..., Investment Advisor..., Broker-Dealer Compliance, Series 63, Securities, Investments, Financial Services, Mutual Funds, Risk Management, Trading, Anti Money Laundering
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA), Marketing
Sandy Cloud Sandy Cloud's Fidelity Investments Experience January 2006 - Present
Job V.P., Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Division Systems January 1988 - December 2001
Boyle Investment Company January 1986 - January 1988
Education
The American College 2010 — 2013
Chartered Financial Consultant
Jefferson City High School 1974 — 1977
Fidelity Investments January 2006 - Present
Division Systems January 1988 - December 2001
Boyle Investment Company January 1986 - January 1988
Education
The American College 2010 — 2013
Chartered Financial Consultant
Jefferson City High School 1974 — 1977
Dee Laidlaw, SPHR's Fidelity Investments Experience 1993 - 2000
Job Director of Human Resources at Olympus Property
Industry Financial Services
Experience
Olympus Property June 2012 - Present
Behringer Harvard Residential August 2010 - July 2012
Independent Consultant March 2009 - April 2010
Crescent Real Estate June 2004 - February 2009
Philip Morris International December 2000 - November 2002
Fidelity Investments 1993 - 2000
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Onboarding, Personnel Management, Technical Recruiting, Sourcing, Leadership, Management, Hiring, Project Management, Temporary Placement, Customer Service, Team Management, Sales, Policy, Legal Compliance, Employee Handbooks, SPHR, New Hire Orientations, Benefits Administration, Employee Benefits, Payroll, Budgets, Strategy, HRIS
Education
Texas Wesleyan University
B.S. - Interdisciplinary Studies, Human Resources Management Concentration
Olympus Property June 2012 - Present
Behringer Harvard Residential August 2010 - July 2012
Independent Consultant March 2009 - April 2010
Crescent Real Estate June 2004 - February 2009
Philip Morris International December 2000 - November 2002
Fidelity Investments 1993 - 2000
Skills
Employee Relations, Performance Management, Human Resources, Recruiting, Onboarding, Personnel Management, Technical Recruiting, Sourcing, Leadership, Management, Hiring, Project Management, Temporary Placement, Customer Service, Team Management, Sales, Policy, Legal Compliance, Employee Handbooks, SPHR, New Hire Orientations, Benefits Administration, Employee Benefits, Payroll, Budgets, Strategy, HRIS
Education
Texas Wesleyan University
B.S. - Interdisciplinary Studies, Human Resources Management Concentration
William Peace William Peace's Fidelity Investments Experience 1994 - 1996
Job National Senior HEDIS Project Manager at United Healthcare
Industry Insurance
Experience
United Healthcare May 2006 - Present
CarePlus Health Plan October 2003 - June 2006
Neighborhood Health Partnership/Perot Systems February 1997 - October 2003
Fidelity Investments 1994 - 1996
Skills
National HEDIS Project..., HEDIS, Medicaid, Health Policy, Medicare, Disease Management, HIPAA, Managed Care, Healthcare Information..., Healthcare, Health Insurance, Healthcare Management
Education
Texas Tech University 1989 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alvord High School 1984 — 1988
United Healthcare May 2006 - Present
CarePlus Health Plan October 2003 - June 2006
Neighborhood Health Partnership/Perot Systems February 1997 - October 2003
Fidelity Investments 1994 - 1996
Skills
National HEDIS Project..., HEDIS, Medicaid, Health Policy, Medicare, Disease Management, HIPAA, Managed Care, Healthcare Information..., Healthcare, Health Insurance, Healthcare Management
Education
Texas Tech University 1989 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alvord High School 1984 — 1988
Anna Bianca Machi Anna Bianca Machi's Fidelity Investments Experience November 2013 - November 2014
Job Field Clinical Representative at Entellus Medical
Industry Financial Services
Experience
Entellus Medical November 2014 - Present
Fidelity Investments November 2013 - November 2014
Ear, Nose, & Throat Associates of Lubbock June 2010 - October 2013
Skills
Series 7, Series 66, PowerPoint, Time Management, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Research, Budgets, English, Windows, Strategic Planning
Education
Texas Tech University Health Sciences Center 2012 — 2013
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Entellus Medical November 2014 - Present
Fidelity Investments November 2013 - November 2014
Ear, Nose, & Throat Associates of Lubbock June 2010 - October 2013
Skills
Series 7, Series 66, PowerPoint, Time Management, Microsoft Word, Outlook, Microsoft Excel, Microsoft Office, Customer Service, Research, Budgets, English, Windows, Strategic Planning
Education
Texas Tech University Health Sciences Center 2012 — 2013
Master's, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Chen-Han Wang Chen-Han Wang's Fidelity Investments Experience August 2012 - May 2014
Job Regional Sales Consultant
Industry Financial Services
Experience
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments August 2012 - May 2014
Fidelity Investments January 2012 - August 2012
Fidelity Investments August 2011 - August 2012
Skills
Series 7, Bonds, Equity Trading, Financial Advisory, Bloomberg, Fixed Income, Series 63, Mutual Funds, Series 66, Asset Allocation, Equities
Education
Rawls College of Business at Texas Tech University 2006 — 2010
Bachelor’s Degree, Finance, General
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments August 2012 - May 2014
Fidelity Investments January 2012 - August 2012
Fidelity Investments August 2011 - August 2012
Skills
Series 7, Bonds, Equity Trading, Financial Advisory, Bloomberg, Fixed Income, Series 63, Mutual Funds, Series 66, Asset Allocation, Equities
Education
Rawls College of Business at Texas Tech University 2006 — 2010
Bachelor’s Degree, Finance, General
Slade Birkenfeld's Fidelity Investments Experience June 2014 - August 2014
Job Management Information Systems, Student TTU
Industry Information Technology and Services
Experience
Rawls College of Business at Texas Tech University August 2012 - Present
Double Daves Pizza April 2015 - July 2015
Fidelity Investments June 2014 - August 2014
Marsha Sharp Tutoring Center August 2013 - January 2014
NRG Staging August 2013 - January 2014
Primerica April 2013 - October 2013
Highland Homes June 2013 - August 2013
Scurry County Court House August 2012 - August 2012
S&B Properties June 2008 - August 2012
United Supermarkets May 2010 - August 2010
Skills
Public Speaking, Problem Solving, Social Networking, Persuasive Speaker, Microsoft Word, Microsoft Excel, PowerPoint, Social Media Marketing, Teamwork, Customer Service, Academic Tutoring, Entrepreneurship, Communication, Professional Experience
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems: Business Anaysis, Senior
Rawls College of Business at Texas Tech University August 2012 - Present
Double Daves Pizza April 2015 - July 2015
Fidelity Investments June 2014 - August 2014
Marsha Sharp Tutoring Center August 2013 - January 2014
NRG Staging August 2013 - January 2014
Primerica April 2013 - October 2013
Highland Homes June 2013 - August 2013
Scurry County Court House August 2012 - August 2012
S&B Properties June 2008 - August 2012
United Supermarkets May 2010 - August 2010
Skills
Public Speaking, Problem Solving, Social Networking, Persuasive Speaker, Microsoft Word, Microsoft Excel, PowerPoint, Social Media Marketing, Teamwork, Customer Service, Academic Tutoring, Entrepreneurship, Communication, Professional Experience
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems: Business Anaysis, Senior
Nicole Sampson's Fidelity Investments Experience March 2013 - Present
Job Analyst looking to help you get results from your data.
Industry Think Tanks
Experience
Fidelity Investments March 2013 - Present
Hannah's Off the Square 2008 - March 2013
Daddy Jack's Restaurant October 2006 - June 2008
Youth Service Bureau of Illinois Valley September 2005 - September 2006
Skills
Non-profits, Budget Monitoring, Time Management, Large-scale Event..., Managing Associates, Event Planning, Training, Microsoft Office, Spreadsheets, Cash Flow, Accounts Payable, Organizational Structure, Catering, Data Analysis, Bank Reconciliation, SnagIt, Microsoft Excel, Foreign Currency..., Macro Analysis, Outlook, Mutual Funds, Corporate Actions, Accounting, Fund Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Analytical Skills, Accounts Receivable, Financial Accounting, Auditing, General Ledger, Analysis, Nonprofits, Access, Finance, Financial Statements, Pivot Tables, Financial Statement..., Expenses, Journal Entries, Bloomberg, Cash Flow Forecasting, Financial Analysis, Bloomberg Terminal, Internal Controls, Accruals, Internal Audit, Balance, Options
Education
Texas Woman's University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments March 2013 - Present
Hannah's Off the Square 2008 - March 2013
Daddy Jack's Restaurant October 2006 - June 2008
Youth Service Bureau of Illinois Valley September 2005 - September 2006
Skills
Non-profits, Budget Monitoring, Time Management, Large-scale Event..., Managing Associates, Event Planning, Training, Microsoft Office, Spreadsheets, Cash Flow, Accounts Payable, Organizational Structure, Catering, Data Analysis, Bank Reconciliation, SnagIt, Microsoft Excel, Foreign Currency..., Macro Analysis, Outlook, Mutual Funds, Corporate Actions, Accounting, Fund Accounting, Financial Reporting, Account Reconciliation, Variance Analysis, Analytical Skills, Accounts Receivable, Financial Accounting, Auditing, General Ledger, Analysis, Nonprofits, Access, Finance, Financial Statements, Pivot Tables, Financial Statement..., Expenses, Journal Entries, Bloomberg, Cash Flow Forecasting, Financial Analysis, Bloomberg Terminal, Internal Controls, Accruals, Internal Audit, Balance, Options
Education
Texas Woman's University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael David Wilson Michael David Wilson's Fidelity Investments Experience May 2014 - August 2014
Job IT / Support Technician at Texas Tech University
Industry Telecommunications
Experience
Texas Tech University April 2014 - Present
Fidelity Investments May 2014 - August 2014
Texas Tech University January 2013 - April 2014
Skills
Teamwork, Troubleshooting, Microsoft Office, Leadership, Time Management
Education
Texas Tech University - Rawls College of Business 2011 — 2015
Texas Tech University April 2014 - Present
Fidelity Investments May 2014 - August 2014
Texas Tech University January 2013 - April 2014
Skills
Teamwork, Troubleshooting, Microsoft Office, Leadership, Time Management
Education
Texas Tech University - Rawls College of Business 2011 — 2015
Edward McGinnis Edward McGinnis's Fidelity Investments Experience July 2007 - May 2011
Job Vice President; Retail/Consumer Senior Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America October 2014 - Present
Bank of America Home Loans December 2013 - October 2014
Bank of America January 2012 - November 2013
Bank of America May 2011 - December 2011
Fidelity Investments July 2007 - May 2011
Bank of America March 2006 - July 2007
Skills
Business Analysis, Loans, Financial Analysis, Fixed Income, Analysis, Banking, Portfolio Management, Financial Services, Risk Management, Equities, Derivatives, Capital Markets, Visio, Relationship Management, Requirements Analysis, Auditing, Mutual Funds, Internal Audit, Operational Risk..., Back Office, Operational Risk, Business Process...
Education
University of Phoenix 2005 — 2006
Masters of Business Administration, Business
Texas Wesleyan University 2000 — 2004
Bachelors of Science, Political Science
Bank of America October 2014 - Present
Bank of America Home Loans December 2013 - October 2014
Bank of America January 2012 - November 2013
Bank of America May 2011 - December 2011
Fidelity Investments July 2007 - May 2011
Bank of America March 2006 - July 2007
Skills
Business Analysis, Loans, Financial Analysis, Fixed Income, Analysis, Banking, Portfolio Management, Financial Services, Risk Management, Equities, Derivatives, Capital Markets, Visio, Relationship Management, Requirements Analysis, Auditing, Mutual Funds, Internal Audit, Operational Risk..., Back Office, Operational Risk, Business Process...
Education
University of Phoenix 2005 — 2006
Masters of Business Administration, Business
Texas Wesleyan University 2000 — 2004
Bachelors of Science, Political Science
Andrea Rountree Andrea Rountree's Fidelity Investments Experience August 2015 - Present
Job Financial assistant
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Clayton YES August 2013 - July 2015
Clayton YES August 2009 - July 2013
Lifeway Christian Bookstore October 2007 - July 2008
Archviers October 2006 - September 2007
Skills
Public Speaking, Fundraising, Microsoft Excel, Marketing, Team Building, Microsoft Word, PowerPoint, Social Media, Teamwork, Java, Customer Service, Working With Children, Bible Study, Mic
Education
Texas Woman's University 2011 — 2015
BA in Business Administration, Marketing, 3.215
Tarrant County College 2009 — 2011
General studies, General Studies, 3.025
Fidelity Investments August 2015 - Present
Clayton YES August 2013 - July 2015
Clayton YES August 2009 - July 2013
Lifeway Christian Bookstore October 2007 - July 2008
Archviers October 2006 - September 2007
Skills
Public Speaking, Fundraising, Microsoft Excel, Marketing, Team Building, Microsoft Word, PowerPoint, Social Media, Teamwork, Java, Customer Service, Working With Children, Bible Study, Mic
Education
Texas Woman's University 2011 — 2015
BA in Business Administration, Marketing, 3.215
Tarrant County College 2009 — 2011
General studies, General Studies, 3.025
Cindy Raley Cindy Raley's Fidelity Investments Experience August 2000 - December 2005
Job Manager Talent Acquisition and Programs
Industry Biotechnology
Experience
Miraca Life Sciences June 2013 - Present
Citi October 2010 - June 2013
Cisco April 2010 - October 2010
Sabre Holdings February 2007 - April 2010
Travelocity February 2007 - April 2010
Veritude December 2005 - February 2007
Fidelity Investments August 2000 - December 2005
EmCare November 1997 - August 2000
Skills
Sourcing, Talent Acquisition, Hiring Practices, Full-cycle Recruiting, Applicant Tracking..., Internet Recruiting, Technical Recruiting, Salary Negotiation, Benefits Negotiation, Recruiting, SDLC, College Recruiting, Onboarding, Temporary Placement, Employee Relations, Human Resources, Consulting, Interviews, Screening Resumes, Deferred Compensation, Vendor Management, PeopleSoft, Performance Management, Talent Management, Screening, Hiring, Contract Recruitment, Taleo, HRIS, Succession Planning, Executive Search, Management, Staffing Services, Leadership, Networking, Financial Services, Temporary Staffing, Training, Employee Benefits, SharePoint, Information Technology, Personnel Management, Employer Branding, Workforce Planning, Employee Engagement, HR Consulting, Resource Management, New Hire Orientations, HR Policies, Cold Calling
Education
The University of Texas at Dallas 1998 — 2002
Bachlors of Science
Texas Woman's University
Miraca Life Sciences June 2013 - Present
Citi October 2010 - June 2013
Cisco April 2010 - October 2010
Sabre Holdings February 2007 - April 2010
Travelocity February 2007 - April 2010
Veritude December 2005 - February 2007
Fidelity Investments August 2000 - December 2005
EmCare November 1997 - August 2000
Skills
Sourcing, Talent Acquisition, Hiring Practices, Full-cycle Recruiting, Applicant Tracking..., Internet Recruiting, Technical Recruiting, Salary Negotiation, Benefits Negotiation, Recruiting, SDLC, College Recruiting, Onboarding, Temporary Placement, Employee Relations, Human Resources, Consulting, Interviews, Screening Resumes, Deferred Compensation, Vendor Management, PeopleSoft, Performance Management, Talent Management, Screening, Hiring, Contract Recruitment, Taleo, HRIS, Succession Planning, Executive Search, Management, Staffing Services, Leadership, Networking, Financial Services, Temporary Staffing, Training, Employee Benefits, SharePoint, Information Technology, Personnel Management, Employer Branding, Workforce Planning, Employee Engagement, HR Consulting, Resource Management, New Hire Orientations, HR Policies, Cold Calling
Education
The University of Texas at Dallas 1998 — 2002
Bachlors of Science
Texas Woman's University
A. Josh Avellanet A. Josh Avellanet's Fidelity Investments Experience February 2014 - July 2014
Job CEO of AF LLC. (CareerChanger)
Industry Hospital & Health Care
Experience
Avellanet Financial LLC. August 2013 - Present
Fidelity Investments February 2014 - July 2014
Ericsson June 2013 - December 2013
Express Working Capital, LLC March 2013 - June 2013
Avellanet Financial LLC. December 2011 - January 2013
Avellanet Financial LLC. May 2007 - May 2009
Skills
Management, Customer Service, Teamwork, Finance, Market Research, Consulting
Education
The University of Texas at Arlington 2015 — 2016
Pre-med Post-baccalaureate, Pre-Medicine/Pre-Medical Studies
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master's degree, Finance and Management of Financial Institutions
The University of Texas at Dallas - School of Management 2012 — 2013
GB/BA, International Business and Business Administration, 3.27
Lima, Peru & Seoul, Korea 2012 — 2013
UTD Study Abroad Program, Economics and Latin Culture/Management and Korean Culture, 4.0
Texas Tech University - Rawls College of Business 2009 — 2011
International Business, 3.5
Avellanet Financial LLC. August 2013 - Present
Fidelity Investments February 2014 - July 2014
Ericsson June 2013 - December 2013
Express Working Capital, LLC March 2013 - June 2013
Avellanet Financial LLC. December 2011 - January 2013
Avellanet Financial LLC. May 2007 - May 2009
Skills
Management, Customer Service, Teamwork, Finance, Market Research, Consulting
Education
The University of Texas at Arlington 2015 — 2016
Pre-med Post-baccalaureate, Pre-Medicine/Pre-Medical Studies
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master's degree, Finance and Management of Financial Institutions
The University of Texas at Dallas - School of Management 2012 — 2013
GB/BA, International Business and Business Administration, 3.27
Lima, Peru & Seoul, Korea 2012 — 2013
UTD Study Abroad Program, Economics and Latin Culture/Management and Korean Culture, 4.0
Texas Tech University - Rawls College of Business 2009 — 2011
International Business, 3.5
Caesar Aquino's Fidelity Investments Experience May 2014 - August 2014
Job Management Information Systems | Rawls College of Business
Industry Information Technology and Services
Experience
Texas Tech University- Undergraduate Education & Student Affairs December 2013 - Present
Texas Instruments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Texas Tech University April 2013 - August 2013
Gap Inc./Gap November 2011 - November 2012
Skills
Teamwork, Cashiering, Sales, Retail, Leadership, Customer-focused Service, Communication, HTML, Musicality, Piano, Violin, Cash-handling, Photography, Microsoft Word, PowerPoint, Facebook, Photoshop, Event Planning
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 4.0
Texas Tech University - Rawls College of Business 2012 — 2016
Management Information Systems, General
Texas Tech University- Undergraduate Education & Student Affairs December 2013 - Present
Texas Instruments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Texas Tech University April 2013 - August 2013
Gap Inc./Gap November 2011 - November 2012
Skills
Teamwork, Cashiering, Sales, Retail, Leadership, Customer-focused Service, Communication, HTML, Musicality, Piano, Violin, Cash-handling, Photography, Microsoft Word, PowerPoint, Facebook, Photoshop, Event Planning
Education
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 4.0
Texas Tech University - Rawls College of Business 2012 — 2016
Management Information Systems, General
Todd Oberle Todd Oberle's Fidelity Investments Experience June 1999 - Present
Job Senior Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1999 - Present
Fidelity Investments June 1999 - Present
EY June 1998 - March 1999
Skills
Strategy, Investments, Portfolio Management, Management, Sales, Financial Advisory, Financial Services, Wealth Management, Retirement Planning, Financial Planning, Finance, Retirement
Education
Texas Tech University 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments June 1999 - Present
Fidelity Investments June 1999 - Present
EY June 1998 - March 1999
Skills
Strategy, Investments, Portfolio Management, Management, Sales, Financial Advisory, Financial Services, Wealth Management, Retirement Planning, Financial Planning, Finance, Retirement
Education
Texas Tech University 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Travis Troxtell's Fidelity Investments Experience May 2014 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments January 2013 - Present
Jimmy John's August 2009 - January 2013
Bicycle Sport Shop December 2005 - August 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Series 7, Sales, Leadership
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Cedar Park High School 2004 — 2008
Fidelity Investments May 2014 - Present
Fidelity Investments January 2013 - Present
Jimmy John's August 2009 - January 2013
Bicycle Sport Shop December 2005 - August 2008
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Series 7, Sales, Leadership
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Cedar Park High School 2004 — 2008
Angie V Ruvalcaba Angie V Ruvalcaba's Fidelity Investments Experience April 2007 - April 2009
Job Audi Brand Specialist at DFW Audi
Industry Automotive
Experience
DFW Audi May 2011 - Present
Dennis Real Estate meeting 2013 - 2013
Fidelity Investments April 2007 - April 2009
JPMorgan Chase May 2005 - May 2007
Education
Texas Woman's University
Bachelor of Business Administration, Finance, Sales, Marketing
DFW Audi May 2011 - Present
Dennis Real Estate meeting 2013 - 2013
Fidelity Investments April 2007 - April 2009
JPMorgan Chase May 2005 - May 2007
Education
Texas Woman's University
Bachelor of Business Administration, Finance, Sales, Marketing
Richard Langseth Richard Langseth's Fidelity Investments Experience January 2007 - December 2007
Job Data Analyst at Preventure, Inc.
Industry Information Technology and Services
Experience
Preventure, Inc. June 2015 - Present
Preventure, Inc. June 2015 - Present
Alternative Health Systems August 1986 - Present
United Natural Foods August 2012 - November 2013
Central Rhode Island Chamber of Commerce 1990 - 2013
Capgemini February 2011 - July 2011
Greenwich Bay Watershed Group 2005 - 2011
RBS Americas and Citizens Bank January 2008 - July 2010
Fidelity Investments January 2007 - December 2007
Verispan April 2006 - November 2006
Skills
ICD-9, PowerDesigner, SQL, Cognos, SQL Server, Erwin, Data Warehousing, ETL, Data Modeling, Analysis, Microsoft SQL Server, Databases, Healthcare, Software Development, Teradata, Analytics, Enterprise Software, SSIS, Business Intelligence, SDLC, Business Analysis, Requirements Gathering, XML, Database Design, Management, .NET, Oracle, Data Architecture, Requirements Analysis, Data Integration, Enterprise Architecture, Systems Analysis, Software Project..., IT Strategy, SharePoint, Business Process, Visio, Quantitative Research, Qualitative Research
Education
The University of Connecticut School of Business 1964 — 1966
Insurance, Insurance, Insurance Law, Infomation Processing
The American College
CLU, Insurance
Preventure, Inc. June 2015 - Present
Preventure, Inc. June 2015 - Present
Alternative Health Systems August 1986 - Present
United Natural Foods August 2012 - November 2013
Central Rhode Island Chamber of Commerce 1990 - 2013
Capgemini February 2011 - July 2011
Greenwich Bay Watershed Group 2005 - 2011
RBS Americas and Citizens Bank January 2008 - July 2010
Fidelity Investments January 2007 - December 2007
Verispan April 2006 - November 2006
Skills
ICD-9, PowerDesigner, SQL, Cognos, SQL Server, Erwin, Data Warehousing, ETL, Data Modeling, Analysis, Microsoft SQL Server, Databases, Healthcare, Software Development, Teradata, Analytics, Enterprise Software, SSIS, Business Intelligence, SDLC, Business Analysis, Requirements Gathering, XML, Database Design, Management, .NET, Oracle, Data Architecture, Requirements Analysis, Data Integration, Enterprise Architecture, Systems Analysis, Software Project..., IT Strategy, SharePoint, Business Process, Visio, Quantitative Research, Qualitative Research
Education
The University of Connecticut School of Business 1964 — 1966
Insurance, Insurance, Insurance Law, Infomation Processing
The American College
CLU, Insurance
Tracey Larsen, CRPC® Tracey Larsen, CRPC®'s Fidelity Investments Experience March 1989 - February 1991
Job Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Fidelity Investments March 1989 - February 1991
Bank of America July 1987 - February 1989
Education
Texas Tech University
BBA, Marketing
Transamerica Retirement Solutions March 2015 - Present
Ameriprise Financial Services, Inc. October 2012 - February 2015
Fidelity Investments March 1989 - February 1991
Bank of America July 1987 - February 1989
Education
Texas Tech University
BBA, Marketing
Victoria Byrum Victoria Byrum's Fidelity Investments Experience January 2015 - Present
Job Visual Designer at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments January 2015 - Present
Victoria Byrum Design January 2011 - Present
Expion May 2014 - October 2014
North Carolina State University January 2014 - May 2014
IBM September 2012 - August 2013
The Art Institute of Raleigh-Durham January 2011 - June 2012
Charleston Magazine October 2011 - December 2011
Susan’s Encore Dance Academy September 2008 - June 2009
Skills
InDesign, Illustrator, Photoshop, Typography, Microsoft Office, Brand Development, Brand Communication, Layout, Graphic Design, Logo Design, Corporate Identity, Adobe Creative Suite, Retouching, Print Production, Print Collateral, Visual Communication, Integrated Marketing, Advertising, Illustration, Corporate Branding, Image Manipulation, Branding & Identity, Art Direction, Art, User Experience Design, User Interface Design, Interaction Design, User Experience
Education
North Carolina State University 2012 — 2014
Master of Graphic Design
The Art Institute of Raleigh-Durham 2009 — 2012
BA, Graphic Design
Fidelity Investments January 2015 - Present
Victoria Byrum Design January 2011 - Present
Expion May 2014 - October 2014
North Carolina State University January 2014 - May 2014
IBM September 2012 - August 2013
The Art Institute of Raleigh-Durham January 2011 - June 2012
Charleston Magazine October 2011 - December 2011
Susan’s Encore Dance Academy September 2008 - June 2009
Skills
InDesign, Illustrator, Photoshop, Typography, Microsoft Office, Brand Development, Brand Communication, Layout, Graphic Design, Logo Design, Corporate Identity, Adobe Creative Suite, Retouching, Print Production, Print Collateral, Visual Communication, Integrated Marketing, Advertising, Illustration, Corporate Branding, Image Manipulation, Branding & Identity, Art Direction, Art, User Experience Design, User Interface Design, Interaction Design, User Experience
Education
North Carolina State University 2012 — 2014
Master of Graphic Design
The Art Institute of Raleigh-Durham 2009 — 2012
BA, Graphic Design
Justin Brennan Justin Brennan's Fidelity Investments Experience October 2011 - June 2012
Job Risk Analyst, Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management January 2014 - Present
RCap Securities, Inc. June 2012 - January 2014
Fidelity Investments October 2011 - June 2012
Catholic University September 2009 - May 2011
RCap Securities, Inc May 2010 - August 2010
Annaly Capital Management May 2009 - August 2009
Skills
Series 7, Series 63, Portfolio Management
Education
The Catholic University of America 2007 — 2011
BS, finance
The Catholic University of America 2007 — 2011
B.S.B.A, Finance
pascack valley
Annaly Capital Management January 2014 - Present
RCap Securities, Inc. June 2012 - January 2014
Fidelity Investments October 2011 - June 2012
Catholic University September 2009 - May 2011
RCap Securities, Inc May 2010 - August 2010
Annaly Capital Management May 2009 - August 2009
Skills
Series 7, Series 63, Portfolio Management
Education
The Catholic University of America 2007 — 2011
BS, finance
The Catholic University of America 2007 — 2011
B.S.B.A, Finance
pascack valley
Matt Voelker Matt Voelker's Fidelity Investments Experience 2015 - 2015
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
The Prudential Insurance Company of America May 2003 - October 2014
Prudential Financial August 2000 - May 2003
Prudential Financial January 1997 - August 2000
Prudential Financial November 1991 - January 1997
Prudential Financial May 1990 - November 1991
Skills
Marketing, Customer Retention, Leadership, Recruiting, Sales Operations, Sales, Insurance, Strategic Planning, Talent Management, Management, Sales Management, Fixed Annuities
Education
Michigan State University 1985 — 1990
BA, Advertising
The American College
Life Underwriters Training Council
The American College
Chartered life Underwriter Designation
Fidelity Investments 2015 - 2015
Fidelity Investments 2015 - 2015
The Prudential Insurance Company of America May 2003 - October 2014
Prudential Financial August 2000 - May 2003
Prudential Financial January 1997 - August 2000
Prudential Financial November 1991 - January 1997
Prudential Financial May 1990 - November 1991
Skills
Marketing, Customer Retention, Leadership, Recruiting, Sales Operations, Sales, Insurance, Strategic Planning, Talent Management, Management, Sales Management, Fixed Annuities
Education
Michigan State University 1985 — 1990
BA, Advertising
The American College
Life Underwriters Training Council
The American College
Chartered life Underwriter Designation
Travis Peterson MBA Travis Peterson MBA's Fidelity Investments Experience June 2013 - April 2014
Job Financial Analyst
Industry Financial Services
Experience
Emily Griffith Technical College July 2014 - Present
Fidelity Investments June 2013 - April 2014
Fidelity Investments April 2012 - June 2013
Leslie's Poolmart, Inc. June 2009 - August 2009
Leslie's Poolmart, Inc. May 2007 - August 2007
Leslie's Poolmart, Inc. May 2006 - August 2006
Big Lots May 2005 - December 2005
Skills
Analytical Skills, Leadership, Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Analysis, Process Improvement, Access, Customer Service, Management, Risk Management, Finance, Project Management, Forecasting, PowerPoint, Sales, Public Speaking, Outlook, Data Analysis, Microsoft Word, Account Reconciliation, Investments, Business Planning, Training, Fund Accounting, Mutual Funds
Education
University of North Texas 2010 — 2011
MBA, Finance
Texas Tech University 2006 — 2010
BBA, Management
University of Canterbury 2008 — 2008
Emily Griffith Technical College July 2014 - Present
Fidelity Investments June 2013 - April 2014
Fidelity Investments April 2012 - June 2013
Leslie's Poolmart, Inc. June 2009 - August 2009
Leslie's Poolmart, Inc. May 2007 - August 2007
Leslie's Poolmart, Inc. May 2006 - August 2006
Big Lots May 2005 - December 2005
Skills
Analytical Skills, Leadership, Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Analysis, Process Improvement, Access, Customer Service, Management, Risk Management, Finance, Project Management, Forecasting, PowerPoint, Sales, Public Speaking, Outlook, Data Analysis, Microsoft Word, Account Reconciliation, Investments, Business Planning, Training, Fund Accounting, Mutual Funds
Education
University of North Texas 2010 — 2011
MBA, Finance
Texas Tech University 2006 — 2010
BBA, Management
University of Canterbury 2008 — 2008
Ali Zandi Ali Zandi's Fidelity Investments Experience October 2007 - October 2009
Job Director Business Development at AbridgeME
Industry Environmental Services
Experience
AbridgeME March 2014 - Present
Quest Recycling Services, LLC October 2009 - March 2014
Fidelity Investments October 2007 - October 2009
Skills
Process Improvement, Business Development, Sales Management, New Business Development, Project Management, Contract Negotiation, Sales, Management, Microsoft Excel, Strategic Planning, Team Building, Leadership, Customer Service, Cross-functional Team..., Supply Chain Management, Account Management, Operations Management, Project Planning, Program Management, Financial Analysis, Business Strategy, Change Management, Risk Management, Sustainability
Education
Texas Tech University - Rawls College of Business
Finance
AbridgeME March 2014 - Present
Quest Recycling Services, LLC October 2009 - March 2014
Fidelity Investments October 2007 - October 2009
Skills
Process Improvement, Business Development, Sales Management, New Business Development, Project Management, Contract Negotiation, Sales, Management, Microsoft Excel, Strategic Planning, Team Building, Leadership, Customer Service, Cross-functional Team..., Supply Chain Management, Account Management, Operations Management, Project Planning, Program Management, Financial Analysis, Business Strategy, Change Management, Risk Management, Sustainability
Education
Texas Tech University - Rawls College of Business
Finance
Thomas C. Vollman, CLU Candidate Thomas C. Vollman, CLU Candidate's Fidelity Investments Experience 2005 - 2008
Job President & CEO at Vollman & Associates, Insurance Group
Industry Financial Services
Experience
WellPoint September 2013 - Present
Assurant May 2011 - Present
Vollman Strategic Investments March 2011 - Present
Ohio Financial February 2011 - Present
Vollman & Associates, Insurance Group February 2011 - Present
Midland February 2011 - Present
Fidelity Investments 2005 - 2008
Vollman & Associates Financial Group, Inc. February 1992 - November 2001
Marion Bass Securities September 1985 - October 1987
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Small Business, Financial Planning, Medicare Supplements, General Insurance, Long Term Care, Health, Budgeting, Term Life Insurance, Group Benefits, Dental, Annuities, Group Health, Annuity, Whole Life, Benefits, Retirement, IRA's, 401k, Universal Life, New Business Development, Agents, Pensions, Estate Planning, Brokers, Health Plans, Insurance Planning, Business Planning, Healthcare, Savings, Strategic Planning, Financial Advisory, Long-term Care, Fixed Annuities, Underwriting, Budgets, Retirement Planning, Investments, Mortgage Lending, Mutual Funds, Commercial Insurance, IRAs, Medicare, Strategic Financial..., Financial Planners
Education
The American College 2011 — 2014
CLU & CHFC
Moeller
Xavier University - School of Business Administration
Bachelor of Business Administration (B.B.A.), Business
WellPoint September 2013 - Present
Assurant May 2011 - Present
Vollman Strategic Investments March 2011 - Present
Ohio Financial February 2011 - Present
Vollman & Associates, Insurance Group February 2011 - Present
Midland February 2011 - Present
Fidelity Investments 2005 - 2008
Vollman & Associates Financial Group, Inc. February 1992 - November 2001
Marion Bass Securities September 1985 - October 1987
Skills
Insurance, Disability Insurance, Employee Benefits, Health Insurance, Small Business, Financial Planning, Medicare Supplements, General Insurance, Long Term Care, Health, Budgeting, Term Life Insurance, Group Benefits, Dental, Annuities, Group Health, Annuity, Whole Life, Benefits, Retirement, IRA's, 401k, Universal Life, New Business Development, Agents, Pensions, Estate Planning, Brokers, Health Plans, Insurance Planning, Business Planning, Healthcare, Savings, Strategic Planning, Financial Advisory, Long-term Care, Fixed Annuities, Underwriting, Budgets, Retirement Planning, Investments, Mortgage Lending, Mutual Funds, Commercial Insurance, IRAs, Medicare, Strategic Financial..., Financial Planners
Education
The American College 2011 — 2014
CLU & CHFC
Moeller
Xavier University - School of Business Administration
Bachelor of Business Administration (B.B.A.), Business
Brian F. Kennedy Brian F. Kennedy's Fidelity Investments Experience 1996 - 1998
Job Lead Trust Consultant at USAA Wealth Management and Trust
Industry Investment Management
Experience
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
USAA 2013 - Present
Wells Fargo Private Bank 2012 - July 2013
Wilson/Bennett Capital Management, Inc 2009 - 2012
Cardinal Financial Corporation 2006 - 2012
TIAA-CREF 2000 - 2006
Fidelity Investments 1996 - 1998
Skills
Fiduciary Management, Trust Management, Asset Managment, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Team Leadership, Non-profits, Financial Services, High Net Worth..., Asset Management, Alternative Investments, Business Development, Portfolio Management, Leadership, Wealth Management..., Strategic Planning, Nonprofits, Investment Strategies, Management, Wealth Management, Financial Planning
Education
The Catholic University of America, Columbus School of Law 1988 — 1992
J.D., Law
The Catholic University of America
B.A, Economics and Politics
Aaron Daniel Aaron Daniel's Fidelity Investments Experience November 2013 - Present
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments August 2011 - November 2013
Texas Tech University August 2007 - May 2011
Skills
Interpersonal Skill, Sales, Business Analysis, Public Speaking, Financial Analysis, Financial Futures, Technical Analysis, Futures Trading, Financial Risk, Risk Management, Securities, Mutual Funds, Finance, Energy, Natural Gas, Fundamental Analysis, Analytic Problem Solving, Multi Tasking, Microsoft Excel, Sales Management, Networking, Persuasive Speaker, Equities, Trading, Options, Fixed Income
Education
Texas Tech University - Rawls College of Business 2007 — 2011
B.A., Finance, Economics
Fidelity Investments November 2013 - Present
Fidelity Investments August 2011 - November 2013
Texas Tech University August 2007 - May 2011
Skills
Interpersonal Skill, Sales, Business Analysis, Public Speaking, Financial Analysis, Financial Futures, Technical Analysis, Futures Trading, Financial Risk, Risk Management, Securities, Mutual Funds, Finance, Energy, Natural Gas, Fundamental Analysis, Analytic Problem Solving, Multi Tasking, Microsoft Excel, Sales Management, Networking, Persuasive Speaker, Equities, Trading, Options, Fixed Income
Education
Texas Tech University - Rawls College of Business 2007 — 2011
B.A., Finance, Economics
Peter Ammann Peter Ammann's Fidelity Investments Experience August 1996 - February 2009
Job Management Professional
Industry Management Consulting
Experience
Silk Road Solutions September 2010 - February 2012
Ammann & Associates March 2009 - August 2010
Fidelity Investments August 1996 - February 2009
Fidelity Investments June 2000 - October 2005
Fidelity Investments August 1996 - June 2000
North Texas Food Bank September 1991 - January 1996
Skills
Business Relationship..., Global Business..., Creative Problem Solving, Risk Management, Process Development, Program Management, Process Improvement, P&L Management, Team Building, Leadership Development, Cross-functional Team..., Cross-cultural, Strength Training, Executive Coaching, Proposal Writing, Conflict Resolution, Defined Benefit, Customer Satisfaction, Quality Management, Benefit Administration, Plan Implementation, Training & Development, Curriculum Development, Business Planning, Accountability, Monitoring & Evaluation, Efficiency Improvement, USAID, People Management, Training Delivery, HR Professional, Hiring Practices, MS Project, MS Office, Visio, Six Sigma, Leadership
Education
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Business
Silk Road Solutions September 2010 - February 2012
Ammann & Associates March 2009 - August 2010
Fidelity Investments August 1996 - February 2009
Fidelity Investments June 2000 - October 2005
Fidelity Investments August 1996 - June 2000
North Texas Food Bank September 1991 - January 1996
Skills
Business Relationship..., Global Business..., Creative Problem Solving, Risk Management, Process Development, Program Management, Process Improvement, P&L Management, Team Building, Leadership Development, Cross-functional Team..., Cross-cultural, Strength Training, Executive Coaching, Proposal Writing, Conflict Resolution, Defined Benefit, Customer Satisfaction, Quality Management, Benefit Administration, Plan Implementation, Training & Development, Curriculum Development, Business Planning, Accountability, Monitoring & Evaluation, Efficiency Improvement, USAID, People Management, Training Delivery, HR Professional, Hiring Practices, MS Project, MS Office, Visio, Six Sigma, Leadership
Education
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Business
Michael Cappel Michael Cappel's Fidelity Investments Experience June 1989 - December 2003
Job Owner, Farmers Insurance
Industry Insurance
Experience
Farmers Insurance October 2003 - Present
Fidelity Investments June 1989 - December 2003
Skills
Commercial Insurance, Home, Umbrella, Investments, Life Insurance, Fixed Annuities, Umbrella Insurance, Term Life Insurance, Insurance, Homeowners, Disability Insurance, Health Insurance, Property & Casualty..., Whole Life, Casualty, Marine Insurance
Education
The American College 2010 — 2011
LUTCF, Insurance
University of Cincinnati College of Business 1983 — 1988
BBA, Finance
Farmers Insurance October 2003 - Present
Fidelity Investments June 1989 - December 2003
Skills
Commercial Insurance, Home, Umbrella, Investments, Life Insurance, Fixed Annuities, Umbrella Insurance, Term Life Insurance, Insurance, Homeowners, Disability Insurance, Health Insurance, Property & Casualty..., Whole Life, Casualty, Marine Insurance
Education
The American College 2010 — 2011
LUTCF, Insurance
University of Cincinnati College of Business 1983 — 1988
BBA, Finance
Graeme E. Wilson Graeme E. Wilson's Fidelity Investments Experience October 2011 - December 2012
Job
Industry International Affairs
Experience
Ceres Ltd June 2014 - September 2014
Control Risks January 2014 - May 2014
Fidelity Investments October 2011 - December 2012
LB Technical Consulting May 2011 - July 2011
Skills
International Relations, Editing, Internal Communications, Project Management, Communication Training, Research, Risk Management, Analysis, Community Outreach, Public Speaking, Maritime Security, Writing, Geopolitics, Data Analysis, Security Management, Intelligence Analysis, Intelligence, Security, International Political..., International Economics, Executive Communications, Presentations, Quantitative Methods, Business Math, Microsoft Office, Strategy
Education
Hult International Business School, Shanghai 2013 — 2014
Master of International Business, International Economics and Trade
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (B.A.), Political Science
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (B.A.), Journalism
The American University in Cairo 2008 — 2008
Arabic Language, Area Studies
Tunghai University 2007 — 2007
Chinese Language, Area Studies
Ceres Ltd June 2014 - September 2014
Control Risks January 2014 - May 2014
Fidelity Investments October 2011 - December 2012
LB Technical Consulting May 2011 - July 2011
Skills
International Relations, Editing, Internal Communications, Project Management, Communication Training, Research, Risk Management, Analysis, Community Outreach, Public Speaking, Maritime Security, Writing, Geopolitics, Data Analysis, Security Management, Intelligence Analysis, Intelligence, Security, International Political..., International Economics, Executive Communications, Presentations, Quantitative Methods, Business Math, Microsoft Office, Strategy
Education
Hult International Business School, Shanghai 2013 — 2014
Master of International Business, International Economics and Trade
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (B.A.), Political Science
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts (B.A.), Journalism
The American University in Cairo 2008 — 2008
Arabic Language, Area Studies
Tunghai University 2007 — 2007
Chinese Language, Area Studies
Chelsea (Arnold) Green Chelsea (Arnold) Green's Fidelity Investments Experience June 2010 - Present
Job Recruiter at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments June 2010 - September 2013
Cracker Barrel June 2007 - February 2011
Skills
Customer Service, Applicant Tracking..., Human Resources, Onboarding, Cold Calling, Interviews, College Recruiting, Management, Talent Acquisition, Networking, Temporary Placement, Employee Relations, Hiring, Sourcing, Recruiting, Employee Benefits, Internet Recruiting, Taleo, New Hire Orientations, Resume Writing, Social Networking
Education
Texas Woman's University
Bachelor of Business Administration
University of North Texas
Fidelity Investments June 2010 - Present
Fidelity Investments June 2010 - September 2013
Cracker Barrel June 2007 - February 2011
Skills
Customer Service, Applicant Tracking..., Human Resources, Onboarding, Cold Calling, Interviews, College Recruiting, Management, Talent Acquisition, Networking, Temporary Placement, Employee Relations, Hiring, Sourcing, Recruiting, Employee Benefits, Internet Recruiting, Taleo, New Hire Orientations, Resume Writing, Social Networking
Education
Texas Woman's University
Bachelor of Business Administration
University of North Texas
Julie Cox, PMP® Julie Cox, PMP®'s Fidelity Investments Experience August 2007 - March 2010
Job Development Manager at Sabre Holdings
Industry Information Technology and Services
Experience
Sabre Holdings April 2009 - Present
Fidelity Investments August 2007 - March 2010
Sabre Holdings September 2004 - August 2007
Sabre 2006 - 2007
Q4i, Inc. February 2000 - September 2004
Sabre Holdings January 1995 - February 2000
Skills
Agile Methodologies, Requirements Analysis, PMP, Integration, Quality Assurance, Testing, Software Development, Software Documentation, Project Management, Product Management, Project Planning, Test Planning, Management, Test Automation, Leadership
Education
Texas Wesleyan University
Sabre Holdings April 2009 - Present
Fidelity Investments August 2007 - March 2010
Sabre Holdings September 2004 - August 2007
Sabre 2006 - 2007
Q4i, Inc. February 2000 - September 2004
Sabre Holdings January 1995 - February 2000
Skills
Agile Methodologies, Requirements Analysis, PMP, Integration, Quality Assurance, Testing, Software Development, Software Documentation, Project Management, Product Management, Project Planning, Test Planning, Management, Test Automation, Leadership
Education
Texas Wesleyan University
Eugene Cheng, PMP Eugene Cheng, PMP's Fidelity Investments Experience May 2007 - February 2009
Job Benefits Implementation Manager at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt March 2012 - Present
Aon Hewitt March 2010 - February 2012
Hewitt Associates March 2009 - March 2010
Fidelity Investments May 2007 - February 2009
Hewitt Associates June 1998 - May 2007
Education
The College of New Jersey 1994 — 1998
Bachelor or Science, Information Systems Management
Aon Hewitt March 2012 - Present
Aon Hewitt March 2010 - February 2012
Hewitt Associates March 2009 - March 2010
Fidelity Investments May 2007 - February 2009
Hewitt Associates June 1998 - May 2007
Education
The College of New Jersey 1994 — 1998
Bachelor or Science, Information Systems Management
Homer Vasquez Homer Vasquez's Fidelity Investments Experience 2006 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase 2009 - Present
Fidelity Investments 2006 - February 2009
Fidelity Investments 1998 - 2006
Fidelity Investments 1997 - 1998
Education
Texas Wesleyan University 1991 — 1993
BBA, Economics/Finance
JP Morgan Chase 2009 - Present
Fidelity Investments 2006 - February 2009
Fidelity Investments 1998 - 2006
Fidelity Investments 1997 - 1998
Education
Texas Wesleyan University 1991 — 1993
BBA, Economics/Finance
Jennifer Warder Jennifer Warder's Fidelity Investments Experience February 1993 - May 1998
Job
Industry Investment Management
Experience
SPI Advisory June 2015 - Present
Lakehill Preparatory School, Dallas August 2009 - June 2015
Self Employed August 2006 - August 2009
Digital Architects April 2005 - August 2006
Student Insurance April 2004 - April 2005
North Asheboro Middle School, Asheboro Schools August 2003 - January 2004
Hillwood Middle School, Keller ISD August 2001 - August 2003
Root7 May 2000 - January 2001
Akili June 1998 - April 2000
Fidelity Investments February 1993 - May 1998
Skills
Program Management, Process Improvement, Project Management, Agile Methodologies, Management, Business Analysis, SDLC, Software Documentation, Project Planning, Quality Assurance, Training, Business Intelligence, Testing, Vendor Management, SharePoint, Requirements Gathering, Visio
Education
Texas Woman's University 1990 — 1992
BA
Cottey College 1988 — 1990
AA
Irving High School 1984 — 1988
SPI Advisory June 2015 - Present
Lakehill Preparatory School, Dallas August 2009 - June 2015
Self Employed August 2006 - August 2009
Digital Architects April 2005 - August 2006
Student Insurance April 2004 - April 2005
North Asheboro Middle School, Asheboro Schools August 2003 - January 2004
Hillwood Middle School, Keller ISD August 2001 - August 2003
Root7 May 2000 - January 2001
Akili June 1998 - April 2000
Fidelity Investments February 1993 - May 1998
Skills
Program Management, Process Improvement, Project Management, Agile Methodologies, Management, Business Analysis, SDLC, Software Documentation, Project Planning, Quality Assurance, Training, Business Intelligence, Testing, Vendor Management, SharePoint, Requirements Gathering, Visio
Education
Texas Woman's University 1990 — 1992
BA
Cottey College 1988 — 1990
AA
Irving High School 1984 — 1988
Lauren Yaffa's Fidelity Investments Experience April 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments April 2015 - Present
TD Ameritrade February 2015 - April 2015
G&L Financial Strategies August 2014 - December 2014
Skills
Microsoft Office, Outlook, Leadership, PowerPoint, Microsoft Word, Social Media, Windows, English, Research, Teamwork, Teaching, Marketing, Sales, Social Networking, Microsoft Excel, Customer Service, Investments, Series 7
Education
Texas Woman's University 2012 — 2016
Finance, General
Texas Woman's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments April 2015 - Present
TD Ameritrade February 2015 - April 2015
G&L Financial Strategies August 2014 - December 2014
Skills
Microsoft Office, Outlook, Leadership, PowerPoint, Microsoft Word, Social Media, Windows, English, Research, Teamwork, Teaching, Marketing, Sales, Social Networking, Microsoft Excel, Customer Service, Investments, Series 7
Education
Texas Woman's University 2012 — 2016
Finance, General
Texas Woman's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Majid Mujahid's Fidelity Investments Experience July 2014 - Present
Job Accounting Operations Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Fidelity Investments December 2011 - September 2013
Fidelity Investments August 2010 - December 2011
Vietnam Archives May 2007 - August 2007
Midland Memorial Hospital May 2006 - August 2006
Vector Marketing May 2006 - August 2006
Skills
Analysis, PowerPoint, Microsoft Excel, Mutual Funds, Bloomberg, Account Reconciliation, Finance, Sales, Fund Accounting, Financial Analysis, Equities, Accounting
Education
The University of Dallas 2013 — 2015
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2005 — 2010
BBA, Finance
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Fidelity Investments December 2011 - September 2013
Fidelity Investments August 2010 - December 2011
Vietnam Archives May 2007 - August 2007
Midland Memorial Hospital May 2006 - August 2006
Vector Marketing May 2006 - August 2006
Skills
Analysis, PowerPoint, Microsoft Excel, Mutual Funds, Bloomberg, Account Reconciliation, Finance, Sales, Fund Accounting, Financial Analysis, Equities, Accounting
Education
The University of Dallas 2013 — 2015
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2005 — 2010
BBA, Finance
Tamara Hannah, MBA Tamara Hannah, MBA's Fidelity Investments Experience October 2014 - May 2015
Job Accounting,Finance,Mortgage,HR
Industry Accounting
Experience
Fidelity Investments October 2014 - May 2015
Bank of America (contract) 2012 - November 2013
Best Buy 2009 - 2011
Skills
Customer Service, Recruiting, Customer Satisfaction, Microsoft Office, Data Entry, Sales, Training, PowerPoint, Microsoft Word, Team Leadership, Microsoft Excel, Outlook, Leadership, Access, Salesforce.com, Management, Team Building, Inventory Management, Human Resources, Windows 7
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, 3.5
Texas Woman's University 2010 — 2011
Bachelor's Degree, Bachelor of General Studies
Fidelity Investments October 2014 - May 2015
Bank of America (contract) 2012 - November 2013
Best Buy 2009 - 2011
Skills
Customer Service, Recruiting, Customer Satisfaction, Microsoft Office, Data Entry, Sales, Training, PowerPoint, Microsoft Word, Team Leadership, Microsoft Excel, Outlook, Leadership, Access, Salesforce.com, Management, Team Building, Inventory Management, Human Resources, Windows 7
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, 3.5
Texas Woman's University 2010 — 2011
Bachelor's Degree, Bachelor of General Studies
Rebecca Bekele Rebecca Bekele's Fidelity Investments Experience June 2014 - July 2015
Job Tax Staff Accountant
Industry Accounting
Experience
Fidelity Investments June 2014 - July 2015
Grant Thornton LLP January 2014 - March 2014
North Central Texas College September 2013 - December 2013
Texas Woman's University January 2013 - December 2013
Education
Texas Woman's University 2009 — 2014
Bachelor of Business Administration, Accounting
Fidelity Investments June 2014 - July 2015
Grant Thornton LLP January 2014 - March 2014
North Central Texas College September 2013 - December 2013
Texas Woman's University January 2013 - December 2013
Education
Texas Woman's University 2009 — 2014
Bachelor of Business Administration, Accounting
Marshall Wiley, CFP® Marshall Wiley, CFP®'s Fidelity Investments Experience June 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments December 2010 - July 2011
Fidelity Investments August 2009 - December 2010
The Cottages of Lubbock May 2008 - May 2009
George Nelson Law Firm May 2008 - May 2009
Skills
Business, Retirement Planning, Financial Analysis, Investments, Marketing, Sales, Customer Service, Contract Negotiation, Negotiation, Financial Modeling, Risk Management, Series 7
Education
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments July 2011 - December 2012
Fidelity Investments December 2010 - July 2011
Fidelity Investments August 2009 - December 2010
The Cottages of Lubbock May 2008 - May 2009
George Nelson Law Firm May 2008 - May 2009
Skills
Business, Retirement Planning, Financial Analysis, Investments, Marketing, Sales, Customer Service, Contract Negotiation, Negotiation, Financial Modeling, Risk Management, Series 7
Education
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Dave Leduc Dave Leduc's Fidelity Investments Experience September 1999 - April 2003
Job BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
LA Fitness March 2014 - March 2015
Anytime Fitness January 2014 - February 2014
New York Life Insurance Company July 2011 - June 2013
Colonial Life October 2010 - August 2011
Fidelity Investments September 1999 - April 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Health Insurance, Mutual Funds, Retirement, Investments, Employee Benefits, Term Life Insurance, Wealth Management, Sales, Personal Finance, Wealth, Financial Services, Estate Planning, 401k, Series 7, Series 6, Investment Advisory, Financial Advisory, Securities, Risk Management, IRAs, Small Business, Financial Planners, Series 63, Finance, Whole Life, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Variable Annuities, Asset Allocation, Critical Illness, FINRA, Investment Strategies, Pensions, Wealth Management..., Portfolio Management, Buy-sell Agreements, Asset Management, Income Protection, Relationship Management, Underwriting, Mortgage Lending, Series 24
Education
The American College 2012 — 2014
CLU, ChFC
BNY Mellon December 2014 - Present
LA Fitness March 2014 - March 2015
Anytime Fitness January 2014 - February 2014
New York Life Insurance Company July 2011 - June 2013
Colonial Life October 2010 - August 2011
Fidelity Investments September 1999 - April 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term Care, Strategic Financial..., Health Insurance, Mutual Funds, Retirement, Investments, Employee Benefits, Term Life Insurance, Wealth Management, Sales, Personal Finance, Wealth, Financial Services, Estate Planning, 401k, Series 7, Series 6, Investment Advisory, Financial Advisory, Securities, Risk Management, IRAs, Small Business, Financial Planners, Series 63, Finance, Whole Life, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Variable Annuities, Asset Allocation, Critical Illness, FINRA, Investment Strategies, Pensions, Wealth Management..., Portfolio Management, Buy-sell Agreements, Asset Management, Income Protection, Relationship Management, Underwriting, Mortgage Lending, Series 24
Education
The American College 2012 — 2014
CLU, ChFC
Sonja Elia's Fidelity Investments Experience August 2010 - April 2011
Job Executive Vice President, Director of Personal Wealth Advisors, Portfolio Management Board
Industry Financial Services
Experience
Camarda Wealth Advisory Group April 2011 - Present
Fidelity Investments August 2010 - April 2011
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Portfolio Management, Leadership, Financial Planning, Asset Allocation, Financial Services, Investment Advisory, Asset Management, Securities
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC), Financial Planning and Services
University of North Florida
Master of Arts (M.A.), Leadership
University of North Florida
Bachelor of Arts (B.A.)
Del Valle High School
Camarda Wealth Advisory Group April 2011 - Present
Fidelity Investments August 2010 - April 2011
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Portfolio Management, Leadership, Financial Planning, Asset Allocation, Financial Services, Investment Advisory, Asset Management, Securities
Education
The American College 2012 — 2014
Chartered Financial Consultant (ChFC), Financial Planning and Services
University of North Florida
Master of Arts (M.A.), Leadership
University of North Florida
Bachelor of Arts (B.A.)
Del Valle High School
Rebecca Samuell Rebecca Samuell's Fidelity Investments Experience May 2007 - November 2007
Job Loan Verification Analyst 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
HCL Technologies January 2012 - February 2015
Xerox April 2008 - January 2012
Fidelity Investments May 2007 - November 2007
Zurich North America August 2004 - July 2005
Days Inn May 2000 - August 2004
Skills
Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Microsoft Word, Microsoft Excel, Supervisory Skills, Payroll, Defined Benefit, Defined Contribution, Health Insurance, Branch Banking, Hospitality, Hotel Administration, Employee Benefits, Analysis, Illustrator, Social Media, Photoshop, Leadership, Adobe Creative Suite, PowerPoint, Strategy, Photography, Training
Education
The Art Institute of Raleigh-Durham
Wells Fargo March 2015 - Present
HCL Technologies January 2012 - February 2015
Xerox April 2008 - January 2012
Fidelity Investments May 2007 - November 2007
Zurich North America August 2004 - July 2005
Days Inn May 2000 - August 2004
Skills
Customer Service, Customer Satisfaction, Customer Experience, Microsoft Office, Microsoft Word, Microsoft Excel, Supervisory Skills, Payroll, Defined Benefit, Defined Contribution, Health Insurance, Branch Banking, Hospitality, Hotel Administration, Employee Benefits, Analysis, Illustrator, Social Media, Photoshop, Leadership, Adobe Creative Suite, PowerPoint, Strategy, Photography, Training
Education
The Art Institute of Raleigh-Durham
Michelle Chimwaza Michelle Chimwaza's Fidelity Investments Experience September 2010 - July 2012
Job Senior Bank Debt Associate at Goldman Sachs * Trade Operations * Middle Office
Industry Financial Services
Experience
Goldman Sachs November 2012 - Present
Behringer Harvard July 2012 - November 2012
Fidelity Investments September 2010 - July 2012
Hilton Worldwide April 2008 - September 2010
Skills
Financial Services, Fixed Income, Investments, Trading, Accounting, Banking, Portfolio Management, Management, Analysis, CRM, Mutual Funds, Risk Management
Education
Texas Woman's University 2006 — 2010
Bachelor of Arts, General Studies; Business Administration and Health Studies in Community Health
Goldman Sachs November 2012 - Present
Behringer Harvard July 2012 - November 2012
Fidelity Investments September 2010 - July 2012
Hilton Worldwide April 2008 - September 2010
Skills
Financial Services, Fixed Income, Investments, Trading, Accounting, Banking, Portfolio Management, Management, Analysis, CRM, Mutual Funds, Risk Management
Education
Texas Woman's University 2006 — 2010
Bachelor of Arts, General Studies; Business Administration and Health Studies in Community Health
Stephen McCaffrey Stephen McCaffrey's Fidelity Investments Experience May 2011 - November 2013
Job Experienced Finance Professional and Military Leader
Industry Financial Services
Experience
Demilec USA LLC July 2015 - Present
United States Marine Corps July 2009 - Present
Accenture August 2013 - July 2015
Fidelity Investments May 2011 - November 2013
Skills
Risk Management, Military Experience, Operational Planning, Security Clearance, Military, Leadership, Team Leadership, Physical Security, Series 7, Risk Assessment, Financial Analysis, Investments, Operational Risk..., Security, DoD, Retirement Planning, Analysis, Strategic Leadership, Microsoft Excel, Retirement, Series 63, Six Sigma, Training, Weapons, Command, Information Assurance, Personnel Supervision, Finance, Asset Protection, Aviation, Microsoft Office, Management, Customer Service
Education
University of Texas at Dallas - Naveen Jindal School of Management 2013 — 2016
Masters of Science in Marketing, Business Development & Sales, 3.5
University of Texas at Dallas - Naveen Jindal School of Management 2013 — 2016
Masters of Business Administration, Organizational Behavior Concentration, 3.5
Texas Tech University - Rawls College of Business 2003 — 2008
BBA, Finance
Texas Tech University - Rawls College of Business 2002 — 2008
Bachelors of Business Administration, Marketing
Demilec USA LLC July 2015 - Present
United States Marine Corps July 2009 - Present
Accenture August 2013 - July 2015
Fidelity Investments May 2011 - November 2013
Skills
Risk Management, Military Experience, Operational Planning, Security Clearance, Military, Leadership, Team Leadership, Physical Security, Series 7, Risk Assessment, Financial Analysis, Investments, Operational Risk..., Security, DoD, Retirement Planning, Analysis, Strategic Leadership, Microsoft Excel, Retirement, Series 63, Six Sigma, Training, Weapons, Command, Information Assurance, Personnel Supervision, Finance, Asset Protection, Aviation, Microsoft Office, Management, Customer Service
Education
University of Texas at Dallas - Naveen Jindal School of Management 2013 — 2016
Masters of Science in Marketing, Business Development & Sales, 3.5
University of Texas at Dallas - Naveen Jindal School of Management 2013 — 2016
Masters of Business Administration, Organizational Behavior Concentration, 3.5
Texas Tech University - Rawls College of Business 2003 — 2008
BBA, Finance
Texas Tech University - Rawls College of Business 2002 — 2008
Bachelors of Business Administration, Marketing
Steve McMinn Steve McMinn's Fidelity Investments Experience November 2006 - August 2011
Job Business Transformation Executive at INVISTA
Industry Chemicals
Experience
INVISTA February 2013 - Present
INVISTA August 2011 - Present
Fidelity Investments November 2006 - August 2011
The Hackett Group May 2003 - November 2006
Accenture November 1998 - March 2003
Koch Industries November 1996 - November 1998
NCH Corporation June 1991 - November 1996
Alcatel-Lucent 1988 - 1993
Skills
ERP, Management Consulting, Management, Business Process..., Acquisition Integration, Shared Services, Managerial Finance, Business Process, Change Management, Strategy, Mergers & Acquisitions, Risk Management, Finance, Performance Management, Auditing, Business Transformation, Accounting, Leadership, Strategic Financial..., Internal Audit, Supply Chain Management, Business Analysis, Process Improvement, SAP, Forecasting, Financial Analysis, Operations Management, Sarbanes-Oxley Act, Business Intelligence, Financial Modeling, Program Management, IT Strategy, Business Strategy, Project Management, Consulting, Strategic Planning, Cross-functional Team..., Integration, Process Engineering
Education
Texas Tech University - Rawls College of Business
BBA, Accounting
INVISTA February 2013 - Present
INVISTA August 2011 - Present
Fidelity Investments November 2006 - August 2011
The Hackett Group May 2003 - November 2006
Accenture November 1998 - March 2003
Koch Industries November 1996 - November 1998
NCH Corporation June 1991 - November 1996
Alcatel-Lucent 1988 - 1993
Skills
ERP, Management Consulting, Management, Business Process..., Acquisition Integration, Shared Services, Managerial Finance, Business Process, Change Management, Strategy, Mergers & Acquisitions, Risk Management, Finance, Performance Management, Auditing, Business Transformation, Accounting, Leadership, Strategic Financial..., Internal Audit, Supply Chain Management, Business Analysis, Process Improvement, SAP, Forecasting, Financial Analysis, Operations Management, Sarbanes-Oxley Act, Business Intelligence, Financial Modeling, Program Management, IT Strategy, Business Strategy, Project Management, Consulting, Strategic Planning, Cross-functional Team..., Integration, Process Engineering
Education
Texas Tech University - Rawls College of Business
BBA, Accounting
Taylor Pokluda's Fidelity Investments Experience June 2015 - Present
Job Financial Representative for Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Trinity Armored Security October 2014 - June 2015
Personal Training by Taylor October 2013 - September 2014
Meyer Chiropractic Center May 2012 - October 2013
Solana Health Club January 2012 - May 2012
PhysAssist Scribes, Inc April 2010 - December 2011
Skills
Fitness, Medical Terminology, Exercise, Nutrition, Stretching, Physical Therapy, Rehabilitation, Sports Injuries, Sports Nutrition, Weight Training, Exercise Physiology, Personal Training, Hospitals, EMR, Endurance, Biomechanics, Sports Coaching, Weight Loss, Weightlifting, Wellness Coaching, Nutritional Counseling, Corrective Exercise, Health Education, Athletics, Operant Conditioning, Sports, Health Promotion, Sports Medicine, Medicine, Medical Records, Management, Microsoft Office, Leadership, Customer Service, Community Outreach, Security, Firearms, Personal Protection, Scheduling, Chiropractic
Education
Texas Wesleyan University 2007 — 2011
Bachelor's degree, Kinesiology and Exercise Science
Fidelity Investments June 2015 - Present
Fidelity Investments June 2015 - Present
Trinity Armored Security October 2014 - June 2015
Personal Training by Taylor October 2013 - September 2014
Meyer Chiropractic Center May 2012 - October 2013
Solana Health Club January 2012 - May 2012
PhysAssist Scribes, Inc April 2010 - December 2011
Skills
Fitness, Medical Terminology, Exercise, Nutrition, Stretching, Physical Therapy, Rehabilitation, Sports Injuries, Sports Nutrition, Weight Training, Exercise Physiology, Personal Training, Hospitals, EMR, Endurance, Biomechanics, Sports Coaching, Weight Loss, Weightlifting, Wellness Coaching, Nutritional Counseling, Corrective Exercise, Health Education, Athletics, Operant Conditioning, Sports, Health Promotion, Sports Medicine, Medicine, Medical Records, Management, Microsoft Office, Leadership, Customer Service, Community Outreach, Security, Firearms, Personal Protection, Scheduling, Chiropractic
Education
Texas Wesleyan University 2007 — 2011
Bachelor's degree, Kinesiology and Exercise Science
Andrea Hargreaves Andrea Hargreaves's Fidelity Investments Experience August 1995 - December 1996
Job Advisor at The Gatehouse at Grapevine
Industry Nonprofit Organization Management
Experience
The Gatehouse at Grapevine June 2015 - Present
The Asperger Shop and Center for Neuroperformance and Counseling October 2014 - May 2015
Atria Senior Living May 2013 - May 2015
United Way of America 2013 - 2013
Fidelity Investments August 1995 - December 1996
Federal Reserve Bank of Dallas June 1990 - December 1993
Federal Home Loan Bank of Dallas June 1988 - June 1990
Skills
Passion for Helping..., Retirement Planning, Volunteering, Personal Finance, Daily Money Management, Investment Review, Personal Budgeting, Cash Management, Investments, Banking, Finance, Small Business, Team Building
Education
The American College of Financial Services 1995 — 2008
Chartered Financial Consultant, Financial Planning and Services
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
The American College
ChFC
The Gatehouse at Grapevine June 2015 - Present
The Asperger Shop and Center for Neuroperformance and Counseling October 2014 - May 2015
Atria Senior Living May 2013 - May 2015
United Way of America 2013 - 2013
Fidelity Investments August 1995 - December 1996
Federal Reserve Bank of Dallas June 1990 - December 1993
Federal Home Loan Bank of Dallas June 1988 - June 1990
Skills
Passion for Helping..., Retirement Planning, Volunteering, Personal Finance, Daily Money Management, Investment Review, Personal Budgeting, Cash Management, Investments, Banking, Finance, Small Business, Team Building
Education
The American College of Financial Services 1995 — 2008
Chartered Financial Consultant, Financial Planning and Services
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
The American College
ChFC
Mirela Izmirlic Mirela Izmirlic's Fidelity Investments Experience 2011 - Present
Job Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments 2011 - Present
K&L Gates 2007 - 2011
Education
The Catholic University of America, Columbus School of Law 2003 — 2007
J.D.
University of Vermont 1998 — 2002
Bachelor of Arts (B.A.), History, Political Science, French
Fidelity Investments 2011 - Present
K&L Gates 2007 - 2011
Education
The Catholic University of America, Columbus School of Law 2003 — 2007
J.D.
University of Vermont 1998 — 2002
Bachelor of Arts (B.A.), History, Political Science, French
Justin Mildrum's Fidelity Investments Experience February 2012 - October 2014
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Edward Jones October 2014 - January 2015
Fidelity Investments February 2012 - October 2014
Terminix International February 2009 - January 2012
Terminix International February 2009 - January 2010
Regional Acceptance Corp July 2007 - July 2008
Lowes Home Improvement December 2004 - July 2007
South Carolina World Trade Center June 2004 - January 2005
AT&T May 2000 - August 2000
Skills
Management, Customer Service, Sales Management, Team Leadership
Education
The Citadel 1999 — 2003
B.S., Business Administration
Hargrave Military Academy 1995 — 1999
Merrill Lynch April 2015 - Present
Edward Jones October 2014 - January 2015
Fidelity Investments February 2012 - October 2014
Terminix International February 2009 - January 2012
Terminix International February 2009 - January 2010
Regional Acceptance Corp July 2007 - July 2008
Lowes Home Improvement December 2004 - July 2007
South Carolina World Trade Center June 2004 - January 2005
AT&T May 2000 - August 2000
Skills
Management, Customer Service, Sales Management, Team Leadership
Education
The Citadel 1999 — 2003
B.S., Business Administration
Hargrave Military Academy 1995 — 1999
Tracy Boyer's Fidelity Investments Experience October 2012 - Present
Job Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments October 2012 - Present
Oxy June 2010 - October 2012
Sapphire Technologies September 2008 - June 2010
Enterprise Rent-A-Car September 2007 - August 2008
Enterprise-Rent-A-Car May 2007 - August 2007
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Contract Recruitment, Onboarding, College Recruiting, Talent Management, Employee Relations, Human Resources, Leadership, CRM, Interviews, Training, Management, Temporary Placement, Strategic Sourcing, Screening, Networking, Executive Search, Employee Training, Vendor Management, Internet Recruiting, HRIS, Time Management, Benefits Negotiation, Screening Resumes, Workforce Planning, Building Relationships, Cold Calling, Taleo, Hiring, Staffing Services, Personnel Management, Employee Benefits, Employer Branding
Education
Texas Tech University 2002 — 2007
Bachelors of Science, Restaurant Hotel and Institutional Management and Minor in Nutritional Science
Fidelity Investments October 2012 - Present
Oxy June 2010 - October 2012
Sapphire Technologies September 2008 - June 2010
Enterprise Rent-A-Car September 2007 - August 2008
Enterprise-Rent-A-Car May 2007 - August 2007
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Applicant Tracking..., Sourcing, Contract Recruitment, Onboarding, College Recruiting, Talent Management, Employee Relations, Human Resources, Leadership, CRM, Interviews, Training, Management, Temporary Placement, Strategic Sourcing, Screening, Networking, Executive Search, Employee Training, Vendor Management, Internet Recruiting, HRIS, Time Management, Benefits Negotiation, Screening Resumes, Workforce Planning, Building Relationships, Cold Calling, Taleo, Hiring, Staffing Services, Personnel Management, Employee Benefits, Employer Branding
Education
Texas Tech University 2002 — 2007
Bachelors of Science, Restaurant Hotel and Institutional Management and Minor in Nutritional Science
Alana Tran Alana Tran's Fidelity Investments Experience 2000 - 2002
Job Asia World Media "The Voice for Our Community"
Industry Broadcast Media
Experience
TD Ameritrade March 2004 - September 2011
Diesel Energy International 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Business Development, Sales, Management, CRM, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Portfolio Management, Start-ups, Analysis, Investments, Financial Services, Strategy, Leadership, Marketing, Entrepreneurship, Mergers & Acquisitions
Education
Texas Woman's University
Master of Science - Counseling and Development, Counseling Psychology
University of North Texas
Bachelor of Science - Biology, Anatomy/Physiology/Pathology
University of North Texas
Bachelor of Arts - Psychology
TD Ameritrade March 2004 - September 2011
Diesel Energy International 2002 - 2003
Fidelity Investments 2000 - 2002
Skills
Business Development, Sales, Management, CRM, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Advertising, Marketing Strategy, Social Media, Portfolio Management, Start-ups, Analysis, Investments, Financial Services, Strategy, Leadership, Marketing, Entrepreneurship, Mergers & Acquisitions
Education
Texas Woman's University
Master of Science - Counseling and Development, Counseling Psychology
University of North Texas
Bachelor of Science - Biology, Anatomy/Physiology/Pathology
University of North Texas
Bachelor of Arts - Psychology
Joe Gillespie, CFA Joe Gillespie, CFA's Fidelity Investments Experience June 2007 - August 2008
Job Senior Power Risk Analyst at Pacific Summit Energy
Industry Financial Services
Experience
Pacific Summit Energy June 2013 - Present
Reliant Energy November 2011 - June 2013
TPG Software August 2008 - November 2011
Fidelity Investments June 2007 - August 2008
Skills
Fixed Income, Derivatives, Investments, Valuation, Financial Services, Financial Analysis, Risk Management, Capital Markets, Accounting
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance
Pacific Summit Energy June 2013 - Present
Reliant Energy November 2011 - June 2013
TPG Software August 2008 - November 2011
Fidelity Investments June 2007 - August 2008
Skills
Fixed Income, Derivatives, Investments, Valuation, Financial Services, Financial Analysis, Risk Management, Capital Markets, Accounting
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance
Todd Jenkins, AIF®'s Fidelity Investments Experience August 2005 - June 2008
Job Executive Vice President
Industry Marketing and Advertising
Experience
Acceleration Retirement January 2009 - Present
Fidelity Investments August 2005 - June 2008
Nationwide Insurance 2002 - 2005
Skills
Sales Process, 401k, Direct Marketing, Closing Skills, Telemarketing, Mass Marketing, Strategic Planning, Money Management, Insurance, Strategic Communications, Email Marketing, Seminar Speaker, Lead Generation, Start-ups, Public Speaking, Outsourcing, Sales, Marketing, Mutual Funds, Sales Management, Retirement, Cold Calling, Strategy, Coaching, Training, Management, Series 63, Financial Services, Project Management, Marketing Strategy, Financial Advisory, Relationship Management, Retirement Planning, New Business Development, Consulting, Selling Skills, CRM, Investments, Salesforce.com, Series 7, Selling, Strategic Partnerships
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Bachelors, Finance / RealEstate
Acceleration Retirement January 2009 - Present
Fidelity Investments August 2005 - June 2008
Nationwide Insurance 2002 - 2005
Skills
Sales Process, 401k, Direct Marketing, Closing Skills, Telemarketing, Mass Marketing, Strategic Planning, Money Management, Insurance, Strategic Communications, Email Marketing, Seminar Speaker, Lead Generation, Start-ups, Public Speaking, Outsourcing, Sales, Marketing, Mutual Funds, Sales Management, Retirement, Cold Calling, Strategy, Coaching, Training, Management, Series 63, Financial Services, Project Management, Marketing Strategy, Financial Advisory, Relationship Management, Retirement Planning, New Business Development, Consulting, Selling Skills, CRM, Investments, Salesforce.com, Series 7, Selling, Strategic Partnerships
Education
Texas Tech University - Rawls College of Business 1998 — 2002
Bachelors, Finance / RealEstate
Fearghal O'Riain CFP®'s Fidelity Investments Experience October 2010 - April 2014
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Edelman Financial Services April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service March 2004 - October 2010
Fidelity Investments Life Insurance May 2000 - March 2004
Fidelity Investments Life Insurance May 1999 - May 2000
John Hancock Signature Services January 1998 - April 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63
Education
The American College 2008 — 2009
Certificate, Financial Planning
University College Dublin 1991 — 1994
B.A., Psychology
Nirvana Fahmy's Fidelity Investments Experience December 2007 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
The American University in Cairo 1982 — 1986
Fidelity Investments December 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
The American University in Cairo 1982 — 1986
Tracy Lederer's Fidelity Investments Experience October 2006 - November 2007
Job Manager, Accounting and Financial Reporting at University of Texas at Dallas
Industry Higher Education
Experience
University of Texas at Dallas May 2015 - Present
University of Texas at Dallas July 2014 - May 2015
Texas Tech University Health Sciences Center October 2009 - July 2014
Texas Tech University Health Sciences Center March 2008 - October 2009
Texas Tech University Health Sciences Center December 2007 - March 2008
Fidelity Investments October 2006 - November 2007
Skills
Financial Analysis, Accounting, Managerial Finance, Financial Reporting, Access, Student AR, Bursar, Financial Modeling, Research, Microsoft Office, Management, Microsoft Word, Public Speaking, Microsoft Excel, Leadership
Education
Texas Tech University - Rawls College of Business 2001 — 2006
B.B.A, Accounting
Carroll High School
University of Texas at Dallas May 2015 - Present
University of Texas at Dallas July 2014 - May 2015
Texas Tech University Health Sciences Center October 2009 - July 2014
Texas Tech University Health Sciences Center March 2008 - October 2009
Texas Tech University Health Sciences Center December 2007 - March 2008
Fidelity Investments October 2006 - November 2007
Skills
Financial Analysis, Accounting, Managerial Finance, Financial Reporting, Access, Student AR, Bursar, Financial Modeling, Research, Microsoft Office, Management, Microsoft Word, Public Speaking, Microsoft Excel, Leadership
Education
Texas Tech University - Rawls College of Business 2001 — 2006
B.B.A, Accounting
Carroll High School
Ashley Arrezola Knight's Fidelity Investments Experience February 2007 - June 2007
Job Home Economist at Knight Inc
Industry Financial Services
Experience
Knight Inc January 2009 - Present
Wells Fargo January 2008 - December 2008
Fidelity Investments February 2007 - June 2007
Skills
Sales, Relationship Management, Sales Management, Account Management, Customer Service, Finance, Direct Sales, Cold Calling, Investments, Selling, Sales Process
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Knight Inc January 2009 - Present
Wells Fargo January 2008 - December 2008
Fidelity Investments February 2007 - June 2007
Skills
Sales, Relationship Management, Sales Management, Account Management, Customer Service, Finance, Direct Sales, Cold Calling, Investments, Selling, Sales Process
Education
Texas Tech University - Rawls College of Business 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Christopher Russo's Fidelity Investments Experience July 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Steve Michaelis's Fidelity Investments Experience October 1995 - August 2006
Job Director of Asset Allocation Products at SunGard Financial Systems
Industry Computer Software
Experience
SunGard Financial Systems January 2015 - Present
SunGard Financial Systems July 2012 - Present
SunGard September 2007 - July 2012
SunGard October 2006 - September 2007
Fidelity Investments October 1995 - August 2006
Fidelity Investments July 1996 - February 1998
Skills
Asset Management, Customer Relations, Financial Planning, Investments, Strategic Financial..., Equities, Securities, Financial Services, Business Analysis, Relationship Management, Trading, Process Improvement, Project Management, Banking, Financial Analysis, Program Management, Insurance, Product Management, Call Center, Portfolio Management, Strategic Planning, Change Management, Analysis, Customer Service, Business Strategy, Agile Methodologies, CRM, Series 63, Call Centers, Leadership, Mutual Funds, Finance, Fixed Income, Training, Financial Markets, Management, Risk Management, Series 7
Education
The American College 2012 — 2014
Financial Planning and Services
Westminster College 2005 — 2008
MASTER, BUSINESS ADMINISTRATION; Financial Planning and Project Management
University of Phoenix 2002 — 2005
BACHELOR OF SCIENCE, ACCOUNTING
SunGard Financial Systems January 2015 - Present
SunGard Financial Systems July 2012 - Present
SunGard September 2007 - July 2012
SunGard October 2006 - September 2007
Fidelity Investments October 1995 - August 2006
Fidelity Investments July 1996 - February 1998
Skills
Asset Management, Customer Relations, Financial Planning, Investments, Strategic Financial..., Equities, Securities, Financial Services, Business Analysis, Relationship Management, Trading, Process Improvement, Project Management, Banking, Financial Analysis, Program Management, Insurance, Product Management, Call Center, Portfolio Management, Strategic Planning, Change Management, Analysis, Customer Service, Business Strategy, Agile Methodologies, CRM, Series 63, Call Centers, Leadership, Mutual Funds, Finance, Fixed Income, Training, Financial Markets, Management, Risk Management, Series 7
Education
The American College 2012 — 2014
Financial Planning and Services
Westminster College 2005 — 2008
MASTER, BUSINESS ADMINISTRATION; Financial Planning and Project Management
University of Phoenix 2002 — 2005
BACHELOR OF SCIENCE, ACCOUNTING
Christine Pallett's Fidelity Investments Experience April 2012 - Present
Job Senior Communications Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Greatwide Logistics Services March 2011 - June 2012
CoServ February 2004 - March 2011
Dimaco, Ltd. April 2003 - February 2004
Skills
Advertising, Customer Service, Marketing, Internal Communications, Public Relations, Management, Event Management, Transportation, Newsletters, Social Media, Editing, Budgets, Project Management, Leadership, Graphic Design, Press Releases, Team Leadership, Photoshop, Account Management, Training, Product Management, Time Management, InDesign, Promotions, Strategic Planning, Writing, Marketing Strategy, Operations Management, Process Improvement, Marketing Communications, Interviews
Education
Texas Woman's University 2006 — 2007
MBA, Business, 4.0 GPA
University of North Texas 2000 — 2002
BA, Journalism, 3.5 GPA
Fidelity Investments April 2012 - Present
Greatwide Logistics Services March 2011 - June 2012
CoServ February 2004 - March 2011
Dimaco, Ltd. April 2003 - February 2004
Skills
Advertising, Customer Service, Marketing, Internal Communications, Public Relations, Management, Event Management, Transportation, Newsletters, Social Media, Editing, Budgets, Project Management, Leadership, Graphic Design, Press Releases, Team Leadership, Photoshop, Account Management, Training, Product Management, Time Management, InDesign, Promotions, Strategic Planning, Writing, Marketing Strategy, Operations Management, Process Improvement, Marketing Communications, Interviews
Education
Texas Woman's University 2006 — 2007
MBA, Business, 4.0 GPA
University of North Texas 2000 — 2002
BA, Journalism, 3.5 GPA
Heather Hewett Rubino's Fidelity Investments Experience 2003 - 2005
Job VP, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Texas Tech University - Rawls College of Business
Fidelity Capital Markets 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Texas Tech University - Rawls College of Business
Justin Shoemaker's Fidelity Investments Experience July 2007 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skills
Customer Service, Investments, Program Management, Public Speaking, Leadership, Microsoft Excel, Project Management, Team Building, Microsoft Office, Strategic Planning, Financial Analysis, Fundraising, Event Planning
Education
Thomas More College 2011 — 2013
The Citadel 2004 — 2007
Bachelor of Science (BS), Business Administration
Fidelity Investments July 2007 - Present
Skills
Customer Service, Investments, Program Management, Public Speaking, Leadership, Microsoft Excel, Project Management, Team Building, Microsoft Office, Strategic Planning, Financial Analysis, Fundraising, Event Planning
Education
Thomas More College 2011 — 2013
The Citadel 2004 — 2007
Bachelor of Science (BS), Business Administration
Parul Singla's Fidelity Investments Experience July 2007 - October 2008
Job Data Warehousing Tech Specialist
Industry Information Technology and Services
Experience
Tata Consultancy Services October 2010 - January 2015
Royal Bank of Scotland October 2008 - October 2010
Fidelity Investments July 2007 - October 2008
Skills
Data Warehousing, ETL, Informatica, DataStage, Oracle, RDBMS, Unix
Education
Thapar Institute of Engineering and Technology 2003 — 2007
B.Tech, Biotechnology
Tata Consultancy Services October 2010 - January 2015
Royal Bank of Scotland October 2008 - October 2010
Fidelity Investments July 2007 - October 2008
Skills
Data Warehousing, ETL, Informatica, DataStage, Oracle, RDBMS, Unix
Education
Thapar Institute of Engineering and Technology 2003 — 2007
B.Tech, Biotechnology
Michael Dumont's Fidelity Investments Experience April 2013 - Present
Job Director, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments July 2012 - April 2013
Fidelity Investments October 2011 - July 2012
Fidelity Investments June 2011 - October 2011
Fidelity Investments June 2010 - June 2011
Fidelity Investments October 2008 - June 2010
Fidelity Investments June 2008 - October 2008
Fidelity Investments August 2007 - June 2008
Fidelity Investments March 2007 - August 2007
Skills
Series 7, Series 63, Series 66, Series 4, Series 9, Series 10, Mutual Funds, Securities, Equities, Fixed Income, Electronic Trading, Trading, Trading Systems, Investments, Back Office, Equity Derivatives, Financial Markets, Derivatives, Project Management, Risk Management, Strategic Improvement, Customer Satisfaction
Education
The Catholic University of America 1998 — 2002
Bachelor of Arts, Politics
Fidelity Investments April 2013 - Present
Fidelity Investments April 2013 - April 2014
Fidelity Investments July 2012 - April 2013
Fidelity Investments October 2011 - July 2012
Fidelity Investments June 2011 - October 2011
Fidelity Investments June 2010 - June 2011
Fidelity Investments October 2008 - June 2010
Fidelity Investments June 2008 - October 2008
Fidelity Investments August 2007 - June 2008
Fidelity Investments March 2007 - August 2007
Skills
Series 7, Series 63, Series 66, Series 4, Series 9, Series 10, Mutual Funds, Securities, Equities, Fixed Income, Electronic Trading, Trading, Trading Systems, Investments, Back Office, Equity Derivatives, Financial Markets, Derivatives, Project Management, Risk Management, Strategic Improvement, Customer Satisfaction
Education
The Catholic University of America 1998 — 2002
Bachelor of Arts, Politics
Kirk Magee's Fidelity Investments Experience December 1992 - December 1993
Job Purchasing Inventory Manager at Nelson Auto Group, Tulsa, OK
Industry Automotive
Experience
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Nelson Auto Group, Tulsa, OK September 2013 - Present
Onward , LLC October 2012 - June 2014
ING Financial Partners September 2009 - March 2011
Genworth Financial June 2007 - February 2009
Arvest Asset Managment December 1993 - November 2006
Arvest Bank 1993 - 2006
Fidelity Investments December 1992 - December 1993
Resewood Resources February 1987 - November 1989
Deloitte, Haskins & Sells September 1985 - January 1986
Skills
Wealth Management, Retirement Planning, Financial Services, Banking, Asset Managment, 401k, Sales Management, Change Management, Coaching, Marketing Strategy, Sales, Communication, Leadership Development, Regulatory Requirements, Industrial Safety, Oil & Gas Exploration, Automotive
Education
Texas Tech University - Rawls College of Business 1982 — 1985
Accounting
Jon Loehrke's Fidelity Investments Experience March 2014 - Present
Job Quantitative Associate Derivatives at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments February 2011 - March 2014
Gulf of Maine Research Institute January 2010 - February 2011
School for Marine Science and Technology March 2006 - February 2011
WeeWorld 2009 - 2010
Education
University of Massachusetts - School of Marine Science 2006 — 2011
Master of Science (M.Sc.) - Marine Sciences - Living Marine Resources Science/Management, Fisheries Oceanography
The College of Idaho 2000 — 2004
BS, Biology and Chemistry
Fidelity Investments March 2014 - Present
Fidelity Investments February 2011 - March 2014
Gulf of Maine Research Institute January 2010 - February 2011
School for Marine Science and Technology March 2006 - February 2011
WeeWorld 2009 - 2010
Education
University of Massachusetts - School of Marine Science 2006 — 2011
Master of Science (M.Sc.) - Marine Sciences - Living Marine Resources Science/Management, Fisheries Oceanography
The College of Idaho 2000 — 2004
BS, Biology and Chemistry
Candace Davis, CLU's Fidelity Investments Experience November 2010 - June 2011
Job Regional Vice President at Prudential
Industry Financial Services
Experience
The Prudential Insurance Company of America May 2011 - Present
The Village Church 2004 - Present
Fidelity Investments November 2010 - June 2011
Metlife August 2005 - September 2010
SAFECO 1997 - 2002
Skills
Investments, Insurance, Underwriting, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Series 7, Fixed Annuities, Series 63, Customer Service, Strategy, Event Planning, Retirement, Retirement Planning, IRAs, Health Insurance, 401k, Asset Allocation, Commercial Insurance, Brokers, Life Insurance, Microsoft Excel, Microsoft Office, Sales, Leadership, Strategic Financial..., Strategic Planning, Public Speaking, Long-term Care, Property & Casualty..., Financial Planners, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Variable Annuities, FINRA, Whole Life, Financial Advisory, Universal Life, Wealth, Securities, Roth IRA, 401k Rollovers, Investment Advisory, ETFs, Financial Services, Investment Strategies, Pensions, Wealth Management...
Education
The American College
CLU, ChFC
University of Washington
Bachelor's degree, Law, Society & Justice
University of Washington
Bachelor's degree, Sociology
The Prudential Insurance Company of America May 2011 - Present
The Village Church 2004 - Present
Fidelity Investments November 2010 - June 2011
Metlife August 2005 - September 2010
SAFECO 1997 - 2002
Skills
Investments, Insurance, Underwriting, Disability Insurance, Mutual Funds, Wealth Management, Estate Planning, Series 7, Fixed Annuities, Series 63, Customer Service, Strategy, Event Planning, Retirement, Retirement Planning, IRAs, Health Insurance, 401k, Asset Allocation, Commercial Insurance, Brokers, Life Insurance, Microsoft Excel, Microsoft Office, Sales, Leadership, Strategic Financial..., Strategic Planning, Public Speaking, Long-term Care, Property & Casualty..., Financial Planners, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Variable Annuities, FINRA, Whole Life, Financial Advisory, Universal Life, Wealth, Securities, Roth IRA, 401k Rollovers, Investment Advisory, ETFs, Financial Services, Investment Strategies, Pensions, Wealth Management...
Education
The American College
CLU, ChFC
University of Washington
Bachelor's degree, Law, Society & Justice
University of Washington
Bachelor's degree, Sociology
Ryan Dill's Fidelity Investments Experience June 2013 - Present
Job Managing Director with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Apex Clearing Corp. (Formerly Penson) July 2012 - June 2013
Penson Financial Services February 2008 - July 2012
Penson Financial Services August 2007 - February 2008
Penson Financial Services October 2005 - June 2006
Carter & Burgess December 2001 - August 2003
Skills
Business Development, Process Improvement, Project Management, Relationship Management, Strategic Planning, Team Building, Financial Markets, Management, Business Analysis, CRM, Marketing, Microsoft Excel, New Business Development, Sales, Back Office, Mutual Funds, FINRA, Salesforce.com, Customer Service, Training, Risk Management, Market Data, Financial Services, Equities, Electronic Trading, Business Process..., Banking
Education
Texas Tech University - Rawls College of Business 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Arlington High
Fidelity Investments June 2013 - Present
Apex Clearing Corp. (Formerly Penson) July 2012 - June 2013
Penson Financial Services February 2008 - July 2012
Penson Financial Services August 2007 - February 2008
Penson Financial Services October 2005 - June 2006
Carter & Burgess December 2001 - August 2003
Skills
Business Development, Process Improvement, Project Management, Relationship Management, Strategic Planning, Team Building, Financial Markets, Management, Business Analysis, CRM, Marketing, Microsoft Excel, New Business Development, Sales, Back Office, Mutual Funds, FINRA, Salesforce.com, Customer Service, Training, Risk Management, Market Data, Financial Services, Equities, Electronic Trading, Business Process..., Banking
Education
Texas Tech University - Rawls College of Business 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Arlington High
Fred Leano's Fidelity Investments Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
AIO Network Solutions, LLC January 2011 - January 2015
Meridian Office Systems, Inc. March 2005 - January 2011
Skills
Managed Services, Information Technology, Account Management, Disaster Recovery, Strategic Partnerships, IT Management, Virtualization, IT Outsourcing, Management, Business Development, Project Management, Cloud Computing, Business Continuity, Solution Selling, Sales, New Business Development, Sales Management, Team Building, Integration, Strategic Planning, Mobile Devices, VoIP, Data Center, Customer Service
Education
Texas Tech University - Rawls College of Business 1998 — 2005
BBA, Marketing, Biology
Fidelity Investments June 2015 - Present
AIO Network Solutions, LLC January 2011 - January 2015
Meridian Office Systems, Inc. March 2005 - January 2011
Skills
Managed Services, Information Technology, Account Management, Disaster Recovery, Strategic Partnerships, IT Management, Virtualization, IT Outsourcing, Management, Business Development, Project Management, Cloud Computing, Business Continuity, Solution Selling, Sales, New Business Development, Sales Management, Team Building, Integration, Strategic Planning, Mobile Devices, VoIP, Data Center, Customer Service
Education
Texas Tech University - Rawls College of Business 1998 — 2005
BBA, Marketing, Biology
Joseph Ware II, CFP®'s Fidelity Investments Experience May 1993 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Fidelity Investments May 1993 - Present
Education
The University of Dallas 2002 — 2004
MBA, Finance
Texas Tech University - Rawls College of Business 1988 — 1992
Fidelity Investments May 1993 - Present
Education
The University of Dallas 2002 — 2004
MBA, Finance
Texas Tech University - Rawls College of Business 1988 — 1992
Scott Greenlee's Fidelity Investments Experience June 2012 - April 2013
Job Relationship Manager at Retirement Advisors of America
Industry Financial Services
Experience
Retirement Advisors of America April 2013 - Present
Fidelity Investments June 2012 - April 2013
Fidelity Investments September 2011 - June 2012
Fidelity Investments January 2011 - September 2011
Merrill Lynch September 2009 - January 2011
Fidelity Investments May 1998 - February 2009
Fidelity Investments December 1995 - April 1998
Fidelity Investments 1991 - 1994
Fidelity Investments 1988 - 1990
Fidelity Investments December 1986 - 1988
Education
Texas Tech University - Rawls College of Business 1984 — 1986
Finance, Finance-Real Estate
Mac Arthur High School 1978 — 1981
Retirement Advisors of America April 2013 - Present
Fidelity Investments June 2012 - April 2013
Fidelity Investments September 2011 - June 2012
Fidelity Investments January 2011 - September 2011
Merrill Lynch September 2009 - January 2011
Fidelity Investments May 1998 - February 2009
Fidelity Investments December 1995 - April 1998
Fidelity Investments 1991 - 1994
Fidelity Investments 1988 - 1990
Fidelity Investments December 1986 - 1988
Education
Texas Tech University - Rawls College of Business 1984 — 1986
Finance, Finance-Real Estate
Mac Arthur High School 1978 — 1981
Brett Hendrikson's Fidelity Investments Experience November 1997 - Present
Job RIC at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1997 - Present
Skills
Series 7, Series 63, Asset Allocation, CIMA, Mutual Funds, 401k, Retirement Planning, Retirement, Wealth Management, Securities, Equities, Investments, Series 65, ETFs, Financial Analysis, CRPS
Education
Texas Tech University - Rawls College of Business 1994 — 1997
Finance
Fidelity Investments November 1997 - Present
Skills
Series 7, Series 63, Asset Allocation, CIMA, Mutual Funds, 401k, Retirement Planning, Retirement, Wealth Management, Securities, Equities, Investments, Series 65, ETFs, Financial Analysis, CRPS
Education
Texas Tech University - Rawls College of Business 1994 — 1997
Finance
Robert Pritzkau's Fidelity Investments Experience January 1993 - March 1995
Job Senior Application Consultant at Itelligence North America
Industry Accounting
Experience
Aster Group an Itelligence Company June 2012 - Present
Rush Enterprises, Inc April 2011 - June 2012
Commercial Metals Company May 2009 - May 2011
CMC April 2000 - May 2010
Fidelity Investments January 1993 - March 1995
General Electric Company January 1992 - December 1992
Anchor Companies January 1986 - December 1991
Skills
SAP, Business Analysis, Pricing, Testing, Project Implementation, SAP R/3, SAP BW, SD, Business Intelligence, Business Objects, Documentation, SOX, Visio, SharePoint, Excel, Requirements Analysis, Microsoft Office, Team Building, Planning, Business Process, Problem Solving, Analysis, SAP BPC, SOX Compliancy, Internal Audit, Project Planning, Integration, ERP, Project Management, Risk Management, Software Documentation, SAP ERP, SAP Implementation, Sarbanes-Oxley Act, Process Improvement, Solution Architecture, SAP Netweaver, ECC, Business Process..., Data Migration, SAP SRM, SAP MM, IDOC, BPCS, Master Data Management, SAP FI, ABAP, Data Warehousing, Master Data, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 1984 — 1986
BBA
Aster Group an Itelligence Company June 2012 - Present
Rush Enterprises, Inc April 2011 - June 2012
Commercial Metals Company May 2009 - May 2011
CMC April 2000 - May 2010
Fidelity Investments January 1993 - March 1995
General Electric Company January 1992 - December 1992
Anchor Companies January 1986 - December 1991
Skills
SAP, Business Analysis, Pricing, Testing, Project Implementation, SAP R/3, SAP BW, SD, Business Intelligence, Business Objects, Documentation, SOX, Visio, SharePoint, Excel, Requirements Analysis, Microsoft Office, Team Building, Planning, Business Process, Problem Solving, Analysis, SAP BPC, SOX Compliancy, Internal Audit, Project Planning, Integration, ERP, Project Management, Risk Management, Software Documentation, SAP ERP, SAP Implementation, Sarbanes-Oxley Act, Process Improvement, Solution Architecture, SAP Netweaver, ECC, Business Process..., Data Migration, SAP SRM, SAP MM, IDOC, BPCS, Master Data Management, SAP FI, ABAP, Data Warehousing, Master Data, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 1984 — 1986
BBA
Bryan Sanson, CRPC®'s Fidelity Investments Experience December 2007 - January 2009
Job Financial Advisor & CRPC® at Ameriprise Financial
Industry Financial Services
Experience
Smith, Sanson & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
TD Ameritrade February 2009 - October 2012
Fidelity Investments December 2007 - January 2009
Bank of America 2001 - 2007
Louis Business Products 2000 - 2001
Louis Business Products 2000 - 2001
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Marketing
Coppell High School
Smith, Sanson & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
TD Ameritrade February 2009 - October 2012
Fidelity Investments December 2007 - January 2009
Bank of America 2001 - 2007
Louis Business Products 2000 - 2001
Louis Business Products 2000 - 2001
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Marketing
Coppell High School
Tracy Sanders-Opara, MBA's Fidelity Investments Experience January 2015 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
Fidelity Investments February 2006 - September 2012
First American TItle Holding Company 2006 - 2006
21st Century Insurance 2005 - 2006
Education
Texas Woman's University 2000 — 2006
MBA, Accounting
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
Fidelity Investments February 2006 - September 2012
First American TItle Holding Company 2006 - 2006
21st Century Insurance 2005 - 2006
Education
Texas Woman's University 2000 — 2006
MBA, Accounting
Brian Zicko, CLU, ChFC, CFP®'s Fidelity Investments Experience July 2006 - June 2009
Job Senior Sales Consultant
Industry Financial Services
Experience
Fidelity Investments July 2006 - June 2009
Fidelity Investments 2004 - June 2006
AIG American General 2002 - 2004
Morgan Stanley 2001 - 2002
New York Life Insurance Company 1996 - 2001
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Series 65, Wealth Management, FINRA, Investments, Fixed Annuities, Asset Allocation, Securities, Financial Services, Relationship Management, Stock Option, Qualified Retirement..., Charitable Gift Planning, Fixed Income Strategies, Managed Money, Private Placements, Estate Planning, Business Planning, Variable Annuities, Long Term Care Insurance, Tactical Sales Planning, Recruiting, Executive Development, High-Impact Sales..., Closing Deals, Return on Investment..., Revenue & Profit Growth, productivity and..., budgeting and..., business to business..., Salesforce Training, Team Leadership, Sales Leadership..., Organizational..., Communication Skills, Life Insurance, Stocks, Bonds, Consultative Selling..., Solution Selling, Timely Decision Making, Problem Solving, Sales Management, series 9 / 10
Education
The American College 2008 — 2009
CLU & ChFC, Financial Planning and Services
Western New England College 1993 — 1996
Bachelors, Management
Fidelity Investments July 2006 - June 2009
Fidelity Investments 2004 - June 2006
AIG American General 2002 - 2004
Morgan Stanley 2001 - 2002
New York Life Insurance Company 1996 - 2001
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Series 65, Wealth Management, FINRA, Investments, Fixed Annuities, Asset Allocation, Securities, Financial Services, Relationship Management, Stock Option, Qualified Retirement..., Charitable Gift Planning, Fixed Income Strategies, Managed Money, Private Placements, Estate Planning, Business Planning, Variable Annuities, Long Term Care Insurance, Tactical Sales Planning, Recruiting, Executive Development, High-Impact Sales..., Closing Deals, Return on Investment..., Revenue & Profit Growth, productivity and..., budgeting and..., business to business..., Salesforce Training, Team Leadership, Sales Leadership..., Organizational..., Communication Skills, Life Insurance, Stocks, Bonds, Consultative Selling..., Solution Selling, Timely Decision Making, Problem Solving, Sales Management, series 9 / 10
Education
The American College 2008 — 2009
CLU & ChFC, Financial Planning and Services
Western New England College 1993 — 1996
Bachelors, Management
Tori Nolan's Fidelity Investments Experience January 2015 - Present
Job National Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2014 - January 2015
Fidelity Investments February 2012 - January 2014
Harvey Cleary June 2010 - December 2011
Watson Professional Group October 2009 - March 2010
Skills
Microsoft Excel, Management, Marketing, Invoicing, Finance, Telephone Skills, Process Scheduler, Outlook, Microsoft Office, Microsoft Word, Statistics, PowerPoint, Contract Management, Time Management, Customer Service, Series 63, Teamwork, Leadership, Budgets, Financial Analysis, Investments, Access, Financial Services, Financial Planning, Mutual Funds
Education
Texas Tech University 2005 — 2009
Bachelor of Science, Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments January 2014 - January 2015
Fidelity Investments February 2012 - January 2014
Harvey Cleary June 2010 - December 2011
Watson Professional Group October 2009 - March 2010
Skills
Microsoft Excel, Management, Marketing, Invoicing, Finance, Telephone Skills, Process Scheduler, Outlook, Microsoft Office, Microsoft Word, Statistics, PowerPoint, Contract Management, Time Management, Customer Service, Series 63, Teamwork, Leadership, Budgets, Financial Analysis, Investments, Access, Financial Services, Financial Planning, Mutual Funds
Education
Texas Tech University 2005 — 2009
Bachelor of Science, Psychology
Thanos Papavasiliou, PT, DPT's Fidelity Investments Experience June 2007 - August 2010
Job Sports Physical Therapy Resident at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Ironman Sports Medicine Institute August 2015 - Present
Braes Hill Shell September 2010 - July 2012
Fidelity Investments June 2007 - August 2010
Merrill Lynch December 2005 - June 2007
Education
Texas Woman's University 2012 — 2015
Doctor of Physical Therapy (D.P.T.), Physical Therapy/Therapist
University of Houston 2001 — 2005
Business, Finance
Memorial Hermann Ironman Sports Medicine Institute August 2015 - Present
Braes Hill Shell September 2010 - July 2012
Fidelity Investments June 2007 - August 2010
Merrill Lynch December 2005 - June 2007
Education
Texas Woman's University 2012 — 2015
Doctor of Physical Therapy (D.P.T.), Physical Therapy/Therapist
University of Houston 2001 — 2005
Business, Finance
Trevor Hopkins's Fidelity Investments Experience June 2014 - Present
Job Financial Representative Tax Exempt at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2014 - Present
Walmart June 2012 - May 2014
Walmart March 2011 - June 2012
Walmart September 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Texas Tech University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments June 2014 - Present
Walmart June 2012 - May 2014
Walmart March 2011 - June 2012
Walmart September 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Texas Tech University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Trent Shelton's Fidelity Investments Experience March 2012 - Present
Job Lead Fund Accounting Analyst IV
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments October 2010 - March 2012
American Bank of Texas June 2010 - September 2010
Skills
Bloomberg, Financial Analysis, Bloomberg Terminal, Fixed Income Analysis, Fixed Income, Bonds, Financial Statement..., Team-oriented, Microsoft Excel, Team Leadership
Education
Texas Tech University - Rawls College of Business 2009 — 2010
Masters, Business Administration
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Finance
Fidelity Investments March 2012 - Present
Fidelity Investments October 2010 - March 2012
American Bank of Texas June 2010 - September 2010
Skills
Bloomberg, Financial Analysis, Bloomberg Terminal, Fixed Income Analysis, Fixed Income, Bonds, Financial Statement..., Team-oriented, Microsoft Excel, Team Leadership
Education
Texas Tech University - Rawls College of Business 2009 — 2010
Masters, Business Administration
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Finance
COLLIN J TERRY's Fidelity Investments Experience February 2011 - Present
Job Financial Rep at Fidelity Investments
Industry
Experience
Fidelity Investments February 2011 - Present
Nationwide Financial June 2006 - April 2010
Education
The American College 2005 — 2006
Masters, Financial Services
Utah Valley University 2004 — 2006
BS, Psychology
Fidelity Investments February 2011 - Present
Nationwide Financial June 2006 - April 2010
Education
The American College 2005 — 2006
Masters, Financial Services
Utah Valley University 2004 — 2006
BS, Psychology
Matt Talton's Fidelity Investments Experience 1997 - 2007
Job Account Manager at Kayco Composites
Industry Plastics
Experience
Kayco Composites September 2007 - Present
Fidelity Investments 1997 - 2007
Skills
Manufacturing, New Business Development, Sales Management, Negotiation, Account Management, Plastics, Quality Management, Performance Testing, Aerospace, Marine Industry, CAD/CAM, CNC Programming, Transportation
Education
Boswell High School
Texas Wesleyan University
Bachelor of Business Administration (BBA), Marketing
Kayco Composites September 2007 - Present
Fidelity Investments 1997 - 2007
Skills
Manufacturing, New Business Development, Sales Management, Negotiation, Account Management, Plastics, Quality Management, Performance Testing, Aerospace, Marine Industry, CAD/CAM, CNC Programming, Transportation
Education
Boswell High School
Texas Wesleyan University
Bachelor of Business Administration (BBA), Marketing
David Barnes's Fidelity Investments Experience March 2012 - May 2013
Job Head of Enterprise Risk Management Framework (Senior Vice President) at Citizens Bank
Industry Financial Services
Experience
Citizens Bank December 2014 - Present
Citizens Bank July 2014 - December 2014
Morgan Stanley September 2013 - July 2014
Fidelity Investments March 2012 - May 2013
Fidelity Investments April 2010 - March 2012
Fidelity Investments April 2006 - April 2010
Ernst & Young May 2004 - April 2006
Key Bank December 1997 - May 2004
Skills
Compliance, Operational Risk..., Internal Audit, Operational Risk, Internal Controls, SAS70, Capital Markets, Series 7, Risk Management, Mutual Funds, Risk, Process Improvement, Vendor Management, Audit, Trading, Securities, Risk Assessment, Enterprise Risk..., Governance, Program Management, Solution Design, Change Management, Series 24, Financial Risk, Financial Markets, FINRA, Solution Architecture, Strategy, Financial Services, Back Office, Relationship Management, Asset Management, SDLC, PMO, Executive Management, Prime Brokerage, Fraud, Management
Education
The University of Akron 1992 — 1995
Master of Business Administration, Finance
The College of New Jersey 1986 — 1990
Bachelor of Science, Mechanical Engineering Technology
Citizens Bank December 2014 - Present
Citizens Bank July 2014 - December 2014
Morgan Stanley September 2013 - July 2014
Fidelity Investments March 2012 - May 2013
Fidelity Investments April 2010 - March 2012
Fidelity Investments April 2006 - April 2010
Ernst & Young May 2004 - April 2006
Key Bank December 1997 - May 2004
Skills
Compliance, Operational Risk..., Internal Audit, Operational Risk, Internal Controls, SAS70, Capital Markets, Series 7, Risk Management, Mutual Funds, Risk, Process Improvement, Vendor Management, Audit, Trading, Securities, Risk Assessment, Enterprise Risk..., Governance, Program Management, Solution Design, Change Management, Series 24, Financial Risk, Financial Markets, FINRA, Solution Architecture, Strategy, Financial Services, Back Office, Relationship Management, Asset Management, SDLC, PMO, Executive Management, Prime Brokerage, Fraud, Management
Education
The University of Akron 1992 — 1995
Master of Business Administration, Finance
The College of New Jersey 1986 — 1990
Bachelor of Science, Mechanical Engineering Technology
Joe Moskal's Fidelity Investments Experience January 2006 - January 2009
Job Financial Professional
Industry Financial Services
Experience
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
Lionel J Edmonson's Fidelity Investments Experience January 2010 - Present
Job Inside Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Bachelors Business Administration, Business
Fidelity Investments January 2010 - Present
Education
Texas Tech University - Rawls College of Business 1996 — 2000
Bachelors Business Administration, Business
Lesley O. MBA's Fidelity Investments Experience April 2010 - October 2013
Job SAP Consultant at KPMG
Industry Financial Services
Experience
KPMG 2013 - Present
Fidelity Investments April 2010 - October 2013
Fidelity Investments August 2006 - April 2010
Skills
Six Sigma, Series 6, Series 63, MBA, Mutual Funds, 401k, Retirement, Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Banking, Corporate Finance, Series 7, Uniform Combined State..., Access, Trading, Asset Management, Alternative Investments
Education
Texas Woman's University 2010 — 2012
Master's degree, MBA
The University of Texas at Arlington 2006 — 2010
Bachelor of Arts (B.A.)
KPMG 2013 - Present
Fidelity Investments April 2010 - October 2013
Fidelity Investments August 2006 - April 2010
Skills
Six Sigma, Series 6, Series 63, MBA, Mutual Funds, 401k, Retirement, Strategic Financial..., Financial Analysis, Investments, Financial Modeling, Banking, Corporate Finance, Series 7, Uniform Combined State..., Access, Trading, Asset Management, Alternative Investments
Education
Texas Woman's University 2010 — 2012
Master's degree, MBA
The University of Texas at Arlington 2006 — 2010
Bachelor of Arts (B.A.)
Hervey Lira III's Fidelity Investments Experience August 2006 - Present
Job Benefits Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
American Dreams Mortgage April 2006 - August 2006
Bank of America April 2005 - April 2006
Skills
Pensions, Financial Services
Education
Texas Wesleyan University 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments August 2006 - Present
American Dreams Mortgage April 2006 - August 2006
Bank of America April 2005 - April 2006
Skills
Pensions, Financial Services
Education
Texas Wesleyan University 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
Pamela Totas's Fidelity Investments Experience 1996 - 2003
Job Technical Communications Professional
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts March 2014 - Present
Thomson Reuters 2004 - 2012
Wellington Management 2003 - 2004
Fidelity Investments 1996 - 2003
DST Systems 1994 - 1996
Logica 1993 - 1994
Effix Systemes 1992 - 1993
Skills
SnagIt, Manuals, SharePoint, Software Documentation, Editing, Technical Writing, Agile Methodologies, Quality Assurance, Training, Management, Documentation, Business Analysis, Content Management, Visio
Education
American University of Paris
University of Massachusetts, Amherst
Commonwealth of Massachusetts March 2014 - Present
Thomson Reuters 2004 - 2012
Wellington Management 2003 - 2004
Fidelity Investments 1996 - 2003
DST Systems 1994 - 1996
Logica 1993 - 1994
Effix Systemes 1992 - 1993
Skills
SnagIt, Manuals, SharePoint, Software Documentation, Editing, Technical Writing, Agile Methodologies, Quality Assurance, Training, Management, Documentation, Business Analysis, Content Management, Visio
Education
American University of Paris
University of Massachusetts, Amherst
Sarah Conkle's Fidelity Investments Experience 2009 - Present
Job Non Qualified Plan Services Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments June 2006 - Present
Skills
Financial Services, Series 63, Mutual Funds, Business Analysis, Vendor Management, Investments, Process Improvement, Risk Management, Relationship Management, Call Centers, Series 6, Retirement, FINRA, Pensions, Defined Benefit, Defined Contribution, 401k, Series 7
Education
Texas Wesleyan University 1997 — 2000
Bachelors of Science, Political Science
Fidelity Investments 2009 - Present
Fidelity Investments June 2006 - Present
Skills
Financial Services, Series 63, Mutual Funds, Business Analysis, Vendor Management, Investments, Process Improvement, Risk Management, Relationship Management, Call Centers, Series 6, Retirement, FINRA, Pensions, Defined Benefit, Defined Contribution, 401k, Series 7
Education
Texas Wesleyan University 1997 — 2000
Bachelors of Science, Political Science
Ronald Schwartz's Fidelity Investments Experience November 2006 - Present
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2006 - Present
American Express Financial Advisors December 1997 - November 2006
Education
The American College 2006 — 2015
CFP, ChFC, CASL, RICP, Financial Planning and Services
University of Florida 1973 — 1977
Bachelor of Arts (B.A.), Religion/Philosophy
Fidelity Investments November 2006 - Present
American Express Financial Advisors December 1997 - November 2006
Education
The American College 2006 — 2015
CFP, ChFC, CASL, RICP, Financial Planning and Services
University of Florida 1973 — 1977
Bachelor of Arts (B.A.), Religion/Philosophy
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank