Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Fidelity Investments May 2014 - Present
Fidelity Investments July 2013 - May 2014
Nike March 2013 - July 2013
Fuddruckers December 2011 - March 2013
Encouters May 2011 - June 2011
Lincoln Center Tirana, Albania May 2010 - July 2010
Delaware North Companies April 2006 - July 2010
Skills
Leadership, Customer Service, Management, Time Management, Microsoft Word, Adventure Travel, Diligent, Long Distance Running, Culture Change, Sales, Teamwork, Microsoft Office, PowerPoint, Problem Solving, Customer Support, Team Leadership, Teaching, Employee Training, Travel, Defined Contribution
Education
The Master's College 2007 — 2011
Bachelor of Science, Business Management
Calvary Christian School 1997 — 2007
GED, GED, 4.0
Fidelity Investments January 2014 - Present
JPMorgan Chase August 2011 - December 2011
Veterans Administration Hospital July 2008 - September 2010
Skills
Customer Service
Education
Xavier University 2012 — 2013
Master of Business Administration (MBA)
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Moeller High School
Fidelity Investments April 2015 - Present
Charles Schwab January 2000 - April 2015
Education
University of Colorado at Denver 2004 — 2005
Master's degree, Finance
The Ohio State University 1996 — 1999
Family Financial Management, Family Financial Management
Poly Processing January 2014 - Present
Poly Processing October 2007 - November 2013
Daparak Inc January 2000 - October 2007
Fidelity Investments May 1994 - January 2000
Skills
Manufacturing, Thermoplastics, Resin, Engineering, Polymers, Plastics, Sales, Sales Management, Product Development, Product Management, Cold Calling, Direct Sales, Business Development, Strategic Planning, Training, Operations Management, Negotiation, Team Leadership, Microsoft Office, Management, Sales Operations, Hydraulics, Marketing, New Business Development, Pumps, Key Account Management, AutoCAD, Contract Negotiation, Customer Service, Solution Selling, Budgets, Valves, Forecasting, Project Management, Selling, Account Management, Trade Shows, Automation, Team Building, Technical Recruiting, Purchasing
Education
The Ohio State University
Fidelity Investments August 1999 - Present
Education
Withrow High School 1984 — 1987
The Ohio State University
Ohio State University
Basho Technologies, Inc June 2015 - Present
Ahalogy August 2014 - May 2015
Neo Innovation, Inc. October 2013 - August 2014
Terracotta November 2006 - October 2013
Fidelity Investments January 2005 - November 2006
Atos Origin October 2000 - December 2004
Carolla Development March 1998 - October 2000
Skills
Java, JUnit, Maven, Agile Methodologies, Distributed Systems, Ruby, Continuous Integration, Ruby on Rails, Spring, Tomcat, Java Enterprise Edition, Subversion, Spring Framework, JavaScript, Software Development, Object Oriented Design, RSpec, Web Services, SQL, Web Applications, Cucumber, REST, Test Driven Development, Hibernate, Ant, PostgreSQL, JSON, Struts, Jenkins, Test Automation, Scrum, Groovy, Software Engineering, Erlang, Riak, Elixir, Cassandra, NoSQL
Education
The Ohio State University 1992 — 1998
Computer and Information Science
York University September 2014 - February 2015
York University, Glendon Campus, Office of Recruitment October 2013 - August 2014
USA SYMPOSIUM 2014 September 2013 - August 2014
Reflet Salvéo January 2013 - April 2014
Morneau Shepell July 2011 - August 2012
Shepell.fgi April 2010 - July 2011
Shepell.fgi 2007 - 2010
Fidelity Investments 2004 - 2005
Hudson's Bay Company 2002 - 2003
Skills
Employee Benefits, Management, Wellness, Coaching, Sales Process, Customer Service, Employee Wellness, Leadership, Mental Health, Team Building, Public Speaking, Business Development, Account Management, Event Planning, Strategic Planning, Organizational..., Performance Management, New Business Development, Teamwork, Employee Relations, Recruiting, Time Management, Leadership Development, Training, Change Management, Human Resources, Employee Training, Team Leadership, Strategy, Social Media, Writing, Research, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2015 — 2016
Master of Science (MSc), Political Economy (Research)
York University - Glendon College 2012 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs
University of Toronto 1998 — 2002
BA, Geography
Brampton Centennial Secondary School 1993 — 1998
OSSD
Fidelity Investments April 2013 - Present
Vidyocast February 2009 - February 2013
Direct Message Lab February 2006 - August 2008
Freelance September 2005 - February 2006
RichFX February 2005 - August 2005
Skills
XAML, C#, Silverlight, WPF, .NET, HTML 5, CSS, JavaScript, jQuery, Visual Studio, Expression Blend, Adobe Creative Suite, Ableton Live, Web Applications, Microsoft Office, Arduino, Processing, Adobe Flash, Social Media, WordPress
Education
The New School 2001 — 2004
BFA, Jazz Performance
University of Hartford 2000 — 2001
Music Production Technology and Composition
Nationwide Retirement Solutions 2006 - Present
Nationwide Insurance January 2003 - September 2006
Fidelity Investments June 2001 - October 2002
Skills
Mutual Funds, Retirement Planning, Retirement, Accounting, Customer Service, Series 6, Insurance, Financial Analysis, Employee Benefits, Sales, Loans, Trading, Series 7, ChFC
Education
The Ohio State University 1995 — 2000
BS, Human Ecology
Bellevue Sr. High School 1992 — 1995
Bachelor of Science (B.S.), College Prep
Fidelity Investments January 2014 - Present
HayssenSandiacre May 2013 - December 2013
Ruth's Chris Steak House December 2010 - May 2013
HayssenSandiacre May 2010 - August 2010
Skills
Microsoft Office, Hospitality, Account Reconciliation, Microsoft Word, Microsoft Excel, Outlook, Mac, Accounts Receivable, Accounts Payable, Payroll, Data Entry, Accounting
Education
University of South Carolina-Columbia 2009 — 2013
Bachelors of Science in Business Administration, Finance & Marketing, 3.4
Martin-Luther-Universität Halle-Wittenberg 2012 — 2012
German Language and Culture, Senior
Fidelity Investments April 2015 - Present
AMC Theatres July 2011 - April 2015
Campus Grinds January 2012 - May 2014
Norton Street Business Services January 2008 - September 2010
Skills
Customer Service, Computer Repair, Computers, Music, Food & Beverage, IT Operations, Marketing Research, Public Speaking, Microsoft Office, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Science (BS), Marketing
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration- Marketing
Fidelity Investments March 2008 - Present
U.S. Bank Institutional Trust & Custody December 1997 - March 2008
Skills
Relationship Management, Defined Contribution..., 401(k) Plan..., Investments, Institutional..., Retirement Plan..., Financial Education, Trust Services, Custodial Services, Series 6, Series 63
Education
The Ohio State University
Granite House Capital Management January 2014 - Present
Fidelity Investments June 2013 - August 2013
Milestone Capital Management May 2010 - May 2013
Dardashti Capital Management June 2009 - July 2009
Skills
Equities, Valuation, Value Investing, Corporate Finance, Fundamental Analysis, Private Equity, Asset Managment, Equity Valuation, Equity Research, Capital Markets, Investments, Analysis, Asset Management, Hedge Funds, Finance, Mutual Funds
Education
University of Minnesota - Carlson School of Management Curtis L. Carlson School of Management University of Minnesota 2010 — 2013
Bachelor of Science (BS), Accounting and Finance, Alum
London School of Economics and Political Science 2012 — 2012
Cathedral High School 2007 — 2010
TD Ameritrade April 2012 - Present
PNC Investments February 2012 - April 2012
Fidelity Investments November 2011 - November 2011
Fidelity Investments November 2007 - November 2011
Fidelity Investments April 2004 - November 2007
Fidelity Investments April 2001 - April 2004
Skills
Retirement, Investments, Strategic Financial..., High Net Worth..., Financial Services, Pensions, Series 7, Series 63, Retirement Planning, Mutual Funds, 401k, Asset Allocation, FINRA, Investment Advisory, Wealth Management, Finance, Financial Planning
Education
The Ohio State University 1995 — 1999
Finance, Financial Planning
Buca Boot 2013 - Present
Fidelity Investments 2011 - January 2014
Fidelity Investments December 2006 - February 2011
Administration of Governor Jim Doyle 2003 - 2005
Robertson Stephens 2001 - 2002
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Asset Allocation, Energy, Research, Financial Modeling, Investments, Valuation, Bloomberg, Equities, Portfolio Management, Financial Analysis, Economics, Mutual Funds, Equity Research, Fixed Income, Strategy, Asset Management, Private Equity
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Economics and Economic History
Wellesley College 1996 — 2000
BA, cum laude, Economics
Liberty Mutual Insurance March 2013 - Present
WellPoint May 2009 - March 2013
Fidelity Investments August 2005 - December 2008
GE Capital - IT Solutions September 2002 - July 2005
GE Capital - IT Solutions May 1999 - August 2002
Deloitte Consulting August 1993 - April 1999
MetLife September 1990 - September 1991
Skills
Business Process..., Change Management, Program Management, Six Sigma, Process Improvement, Project Management, Business Transformation, Business Process..., Operations Management, Consulting, ITIL, Operational Excellence, Business Process, Call Centers, Lean Manufacturing, Cross-functional Team..., Management Consulting, Project Portfolio..., Continuous Improvement, Outsourcing, Lean Transformation
Education
The Ohio State University 1991 — 1993
MBA, Accounting
The University of Texas at Austin 1986 — 1990
BBA, Finance
Louisville Metro Public Defender July 2013 - Present
Fidelity Investments September 2012 - June 2013
Golden and Walters, PLLC June 2011 - August 2011
Cincinnati Public Schools May 2010 - August 2010
Skills
Research, Debate, Communication, Critical Thinking, Microsoft Office, Legal Writing, Customer Satisfaction, Legal Research, Public Speaking, Courts, Criminal Law, Litigation
Education
University of Kentucky College of Law 2009 — 2012
Doctor of Law (J.D.)
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Fidelity Investments April 2013 - Present
Caliber IT Solutions October 2012 - April 2013
Everest Horticulture January 2012 - August 2012
Guident Technologies June 2010 - November 2011
GE October 2006 - June 2010
Bowne July 1999 - December 2005
Skills
Business Intelligence, Data Warehousing, Business Objects, Business Object XI R2/R3, OBIEE 11g / 10x, Informatica, SQL, Budgeting, Planning and..., SAP 4.0, MS Project, MS Office Suite, MS Visio, Agile Methodology, UML, RUP methodology, ER Modelling, Star Schema, Snowflake Schema, Oracle Discoverer, ClearQuest, Oracle 11g /10g, Windows Operating..., Data Analysis, Business Objects Data...
Education
The Johns Hopkins University - Carey Business School 2002 — 2004
MBA, Finance
The Johns Hopkins University 1999 — 2002
MS ITS
Strayer University-Maryland 1995 — 1999
BS, Information of Technology
Duke Energy Corporation March 2013 - August 2013
Fidelity Investments September 2012 - March 2013
GlaxoSmithKline July 2011 - October 2012
Progress Energy January 2010 - July 2011
GlaxoSmithKline December 2008 - January 2010
BCBSNC April 2008 - September 2008
GlaxoSmithKline June 2005 - October 2007
Schwab Performance Technologies August 2003 - October 2004
eMerging Information Systems January 2001 - July 2002
Zingbill, Inc July 2000 - January 2001
Skills
Project Management, Management, Staff Development, SDLC, Software Development, Project Planning, Product Management, Software Documentation, Quality Assurance, Leadership, Program Management, Business Analysis, Vendor Management, Telecommunications, Change Management, Integration, Process Improvement, Team Management, Product Development, Disaster Recovery, Start-ups, PMP, Business Process..., PMO, Requirements Analysis, MS Project, SharePoint, Excel & VBA automation, Cross-functional Team..., Software Project..., Visio, Project Portfolio..., ERP, IT Strategy, Business Process, IT Management, ITIL, Business Intelligence, Enterprise Architecture, Database Design, IT Service Management, Resource Management, Outsourcing, Agile Project Management, Information Technology, Requirements Gathering, Testing, CRM, IT Operations, Databases
Education
The Ohio State University 1969 — 1973
BSc, Geology & Mineralogy
CED FastTrac program 2004 — 2004
FastTrac Certificate, Business Development
Accenture February 2015 - Present
Down Under Tank Testing of Florida June 2010 - February 2015
Fidelity Investments September 2008 - June 2010
Fidelity Investments June 2003 - October 2008
Fidelity Investments December 2001 - June 2003
Fidelity Investments April 1995 - December 2001
Skills
Management, SQL, Java, HTML, Project Management, SDLC, Agile Project Management, CSS, jQuery, Trading Systems, Team Building, XML, JSON
Education
Columbus Technical College 1983 — 1986
Associate's degree, Computer Science, 3.0
The Ohio State University 1971 — 1974
TBD, Computer Science
Fidelity Investments July 2015 - Present
ProSource December 2013 - January 2015
Shutter Booth February 2012 - July 2013
Cincinnati Dental Services July 2011 - January 2012
The Cincinnati Reds April 2006 - October 2011
OSU Child Care Program November 2009 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Psychology, SPSS, Social Media, Teamwork, Photoshop, Time Management, English, Leadership, Community Outreach
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Mother of Mercy High School 2004 — 2008
High School Diploma
EnerNOC March 2015 - Present
Kyra InfoTech, Inc. March 2013 - March 2015
CA Technologies (Nimsoft) September 2011 - November 2012
BNY Mellon February 2010 - June 2011
OMS SafeHarbor October 2008 - January 2010
PNC March 2005 - October 2008
Fidelity Investments June 2002 - March 2005
Skills
Java, Java Enterprise Edition, Web Services, JSP, SOA, Agile Methodologies, Spring, Hibernate, XML, JDBC, SQL, Tomcat, J2EE Application..., SOAP, Eclipse, Scrum, Servlets, Oracle, Struts, EJB, JavaScript, Websphere, AJAX, Software Development, Databases, PL/SQL, Perl, jQuery
Education
University of Massachusetts Boston 2000 — 2003
Master's degree, Computer Science
The Maharaja Sayajirao University of Baroda 1995 — 1999
Bachelor of Engineering (BEng), Civil Engineering
The Principal Financial Group February 2010 - Present
Robert W. Baird & Co. 2006 - 2010
Associated Investment Services 1997 - 2006
Fidelity Investments November 1991 - April 1997
Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...
Education
University of Cincinnati 1983 — 1986
Marketing
The Ohio State University 1981 — 1983
Business
Indian Hill High School 1977 — 1981
College Prep, College/University Preparatory, 9-12
Lee Hecht Harrison December 1998 - Present
CareerBeam April 2007 - January 2014
CareerBeam April 2007 - March 2011
Fidelity Investments September 1995 - April 1997
Skills
Career Counseling, Resume Writing, Staff Development, Employee Relations, Interview Preparation, Program Development, Job Search Strategies, Applicant Tracking..., Career Management, Recruiting, Training, Workshop Facilitation, Career Development, Human Resources, College Recruiting, Higher Education, Interviews, Conflict Resolution, Leadership Development, Social Networking, Job Search, Coaching, Talent Management, Business Networking, Talent Acquisition, Job Coaching, Public Speaking, Cover Letters, Organizational..., Onboarding, Technical Recruiting, Career Assessment, Non-profits, Executive Coaching, Employee Training, Hiring, Leadership, Job Fairs, Organizational..., Building Relationships, New Hire Orientations, Training Delivery
Education
The Ohio State University 1982 — 1987
Bachelor's degree, Communication/HR
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors, LLC 2005 - December 2009
Wells Fargo Advisors, LLC 2005 - 2008
Fifth Third Bank 2002 - 2005
Fisher Investments 2000 - 2002
Fidelity Investments 1993 - 2000
Fidelity Investments 1993 - 2000
Education
The Ohio State University 1981 — 1985
BS / BA, Business Administration
Bay High School 1978 — 1981
Abintra Behavioral Sciences Consulting June 2014 - Present
Mintel October 2005 - May 2014
Fidelity Investments January 2001 - December 2003
Boston College 2002 - 2002
Skills
behavioral economics, strategy, market research, Economics, consumer research, Behavioral Finance, Market Research, Marketing Research, Strategy, Competitive Intelligence, Segmentation, Strategic Consulting, Business Strategy, SPSS, Qualitative Research, Consumer Behaviour, Strategic Partnerships, Analysis, Market Analysis, Competitive Analysis, Customer Insight, Quantitative Research, Analytics, Market Intelligence, Data Analysis, Primary Research, Quantitative Analytics
Education
The Ohio State University 1993 — 2000
Ph.D., Economic Anthropology
The Ohio State University 1987 — 1989
M.A., Finance
Comey & Shepherd 2015 - Present
Fidelity Investments December 2014 - July 2015
BJM Management 2001 - 2014
Buffalo Wild Wings March 1993 - January 2000
Skills
Management, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Training, Windows, English, Recruiting, Sales, Outlook, HTML, Interviews, Process Improvement, Social Media, Team Building, Budgets, Marketing, Coaching, Strategic Planning, Restaurants, Franchising, Customer Service
Education
The Ohio State University 1990 — 1993
History
TIAA-CREF July 2014 - Present
E*TRADE Financial Corporation November 2013 - July 2014
Fidelity Investments January 2012 - April 2013
Fidelity Investments October 2010 - January 2012
Fidelity Investments June 2007 - October 2010
Fidelity Investments October 2005 - June 2007
Skills
Advanced Public..., Training & Professional..., Curriculum Development, Gain Trust &..., Deliver Measurable..., Training Material..., Instructional Design, Sales Presentations, Salesforce.com, Project Management, Sales Process, Sales Management, Training, Investment Education
Education
The Ohio State University 2000 — 2005
Bachelor of Science (BS), Consumer Affairs
Fidelity Investments July 2015 - Present
Alpha Zeta Consulting August 2012 - May 2015
Moore Europe Capital Management June 2014 - August 2014
USC Department of Finance and Business Economics February 2012 - September 2013
Pantheon Business Consulting February 2013 - August 2013
Merrill Lynch June 2012 - November 2012
Business Leaders Association at Pardee September 2011 - May 2012
Airblue May 2011 - July 2011
Gigatron Software Corporation October 2010 - May 2011
Skills
Research, Data Analysis, Project Management, Management, Market Research, Economics, Microsoft Office, Marketing, CRM, C++, SAS, Stata, Minitab, Salesforce.com, Cloud Applications, Google Apps, Leadership, PowerPoint, Microsoft Word
Education
University of Southern California - Marshall School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration, Cumulative GPA: 3.76
University of Southern California 2011 — 2015
Bachelor of Arts (BA), Economics, Major GPA: 3.90
London School of Economics and Political Science 2013 — 2014
Bachelor of Science (BSc), Economics, Upper Second
Mount Saint Joseph University August 2015 - Present
Cincinnati Reds March 2014 - Present
FedEx October 2014 - August 2015
Fidelity Investments January 2015 - March 2015
Ace Hardware January 2014 - July 2014
Harlow Builders Inc July 2013 - December 2013
Columbus Clippers March 2011 - June 2013
Columbus Blue Jackets May 2012 - April 2013
Orange Barrel Media August 2012 - December 2012
Dayton Dragons Professional Baseball March 2008 - September 2010
Skills
Ap Style, Microsoft Office, Twitter, Facebook, Italian languages, iMovie, Internet, Podcasting, Blogging, Customer Service, Landscaping, Construction, Power Tools, Wiring, Community Outreach, AP Style, Social Networking, Public Speaking, Social Media
Education
The Ohio State University 2009 — 2012
Bachelor of Arts (B.A.), Strategic Communications
Fidelity Investments October 2013 - Present
Fidelity Investments October 2011 - October 2013
T. Rowe Price December 2009 - October 2011
T. Rowe Price June 2008 - December 2009
Skills
Financial Analysis, Series 9, Series 10, Series 7, Series 63, Series 6, Microsoft Excel, Securities, Investment Strategies, Mutual Funds, FINRA, Portfolio Management, Bloomberg, Financial Services, Asset Allocation, Retirement, Investments
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of Science (M.S.), Finance
University of Maryland Baltimore County 2004 — 2008
Bachelor of Science (B.S.), Financial Economics
Fidelity Investments January 2008 - Present
Fidelity Investments June 2005 - January 2008
Fidelity Investments July 2003 - June 2005
Fidelity Investments March 2000 - June 2003
Skills
Assessing potential..., Delivering training on..., Building Relationships..., Compliance, Series 7, Series 24, Risk Assessment, 401k
Education
The Ohio State University 1976 — 1980
BA, Political Science
TIAA-CREF Asset Management March 2014 - February 2015
Franklin Templeton Investments June 2002 - March 2014
Fidelity Investments 1999 - 2001
Hong Kong Securities and Futures Commission 1995 - 1998
Burson-Marsteller 1991 - 1994
Skills
Crisis Communications, Issues Management, Alternative Investments, Mutual Funds, Corporate Communications, Media Relations, Communications Strategy, Investor Relations, Financial Services, Public Relations, Equities, Strategic Communications, Asset Management, Strategy, Social Media, Marketing Communications, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1991
Master's Degree
Williams College 1980 — 1984
B.A.
Milton Academy 1973 — 1979
KDA Office Furniture Solutions November 2013 - January 2015
Self Employed January 2011 - November 2013
Great American Financial Resources March 2009 - November 2010
Great American Financial Resources September 2007 - March 2009
Fifth Third Securities April 2005 - July 2007
Huntington Investment Company December 2003 - March 2005
Smith Barney May 2001 - November 2003
Fidelity Investments September 1995 - March 2001
Skills
Building Relationships, Relationship Management, Mentoring Of Staff, Investments, Sales, Managed Money, Mutual Funds, Annuity Sales, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Services, IRAs, Leadership, Retirement Planning, Retirement
Education
The Ohio State University
Bachelor of Arts (BA), Organizational Communication, General
St. Xavier High School Cincinnati Ohio
The Boston Company Asset Management, LLC May 2015 - Present
BlackRock August 2012 - May 2015
Sonian Capital Management March 2009 - August 2012
Fidelity Investments July 2007 - March 2009
Education
The Johns Hopkins University
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments January 2014 - January 2015
North Broward Preparatory School March 2011 - December 2013
USTA February 2010 - December 2010
Education
University of Central Florida 2008 — 2009
Master of Business Administration (MBA), Master of Sport Business Management
The Ohio State University 2004 — 2007
Bachelor of Arts, French and Spanish
Fund Evaluation Group, LLC July 2014 - Present
Nationwide Insurance 2002 - July 2014
Fidelity Investments 1999 - 2002
Guardian Life Insurance 1994 - 1999
Nationwide Insurance 1989 - 1994
Skills
Mutual Funds, 401k, Financial Services, Retirement, Investments, Retirement Planning, Fixed Annuities, Investment Advisory, Financial Advisory, Investment Management, Insurance, Relationship Management, Variable Annuities, Annuities
Education
The Ohio State University
BSBA, Accounting
Fidelity Investments June 2015 - Present
Fidelity Investments May 2014 - May 2015
The Ohio State University June 2012 - April 2014
Bosch North America May 2013 - August 2013
Skills
C, Teamwork, PowerPoint, Microsoft Word, HTML, JavaScript, CSS, Windows, Simulink, Unix, Sahi, Microsoft Office, Microsoft Excel, Matlab, Customer Service, Research, Photoshop, AutoCAD, IA32, X86, dSPACE, Dreamweaver, FileMaker
Education
The Ohio State University 2009 — 2014
Bachelor of Science (B.S.), Computer Science and Engineeering
Fidelity Investments October 2014 - Present
Fidelity Investments July 2013 - October 2014
Wright State University September 2010 - September 2011
Allied Automotive Group November 2003 - August 2008
Pepsi Americas January 2002 - January 2003
Parking Solutions Inc January 1998 - January 2002
Skills
Statistics, Stata, Research, Microsoft Excel, Higher Education, Data Analysis, Qualitative Research, Customer Service, Analysis, Mathematica, Teaching, Quantitative Analytics, Customer Oriented
Education
Raj Soin College of Business, Wright State University 2009 — 2011
Masters, Social &Applied Economics
Raj Soin College of Business, Wright State University 2009 — 2011
Bachelor of Arts, Economics
The Ohio State University 1993 — 1997
Criminology
New York Life & MainStay Investments May 2015 - Present
RS Investments November 2010 - May 2015
RS Funds January 2010 - November 2010
Fidelity Investments January 2009 - October 2009
Fidelity Investments May 2007 - December 2008
Fidelity Investments March 2006 - May 2007
Fidelity Investments September 2006 - March 2007
Fidelity Investments June 2004 - September 2006
East Coast Hockey League and Elite European Leagues September 1992 - April 2003
Skills
Retirement Planning, Series 7, Fixed Income, Investments, Hedge Funds, Wealth Management, Financial Advisory, Wealth, Finance, Mutual Funds, Series 63, Asset Allocation, Trading, Retirement, Alternative Investments, Asset Management
Education
The Ohio State University 1988 — 1993
BA, Journalism
Fidelity Investments September 2007 - Present
SABEW 1999 - 2014
PSJC January 2009 - December 2010
CNNMoney.com January 1999 - August 2007
Reuters 1986 - 1998
Skills
Content Strategy, Thought Leadership, Personal Finance, Financial Markets, Writing, Editing, Performance Improvement
Education
State University of New York at Albany 1974 — 1979
BA, English
New School University
none, Fiction and Non-Fiction Writing
Goldman Sachs December 2012 - Present
Goldman Sachs December 2009 - December 2012
Goldman Sachs July 2007 - December 2009
Fidelity Investments March 2006 - April 2007
Centex Home Equity July 2005 - January 2006
Skills
Hedge Funds, Alternative Investments, Finance, Equities, Fixed Income, Valuation, Capital Markets, Financial Modeling, Private Equity, Bloomberg, Asset Management, Derivatives, Portfolio Management, Investments, Financial Analysis, Corporate Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, Economics, and Entrepreneurship
The Ohio State University 2000 — 2005
Bachelor of Science (B.S.), Business Administration
Nationwide Financial 2014 - Present
Wells Fargo Advisors 2011 - 2014
Mutual of America 2009 - 2011
Retirement Clearinghouse 2007 - 2008
Fidelity Investments 1989 - 2006
USi 1999 - 2002
Skills
401k, Retirement, Retirement Planning, Investments, Pensions, Financial Advisory, 401k Rollovers, Employee Benefits, Retirement Plan..., Fixed Annuities, Finance, Mutual Funds, IRAs, Series 6, Defined Benefit, Life Insurance, High Net Worth..., Series 7, Series 63, Financial Services, 403 b, Business Planning, Wealth Management, Asset Allocation, Investment Advisory, Uniform Combined State..., Series 65, FINRA, Strategic Financial..., Estate Planning
Education
The Ohio State University 1984 — 1988
Bachelor of Arts, Business, Economics, Social Sciences
Bloomberg LP July 2010 - Present
Sol Vitality 2005 - 2014
First Data Corporation 2003 - July 2010
Instinet Corporation 1997 - 2003
Fidelity Investments June 1995 - February 1997
Education
Swedish Institute 2004 — 2008
MS, L.Ac, Classical Acupuncture
The Ohio State University 1987 — 1989
M.S., Computer and Information Science
University of Nebraska-Lincoln 1981 — 1985
B.S., Mathematics, French, Computer Science
Fidelity Investments October 2014 - Present
International Student Volunteers August 2013 - September 2013
Mr. Solar January 2013 - May 2013
School of Business Administration, University of Miami April 2012 - May 2013
Executive Board of Interfraternity Council, University of Miami January 2012 - March 2013
Skills
Entrepreneurship, Marketing, Problem Solving, Communication, Work Ethic, Leadership, Team Leadership, Teamwork, Enthusiasm to learn, Manage Client..., Client Relations Skills, Research, Access, Advertising, Finance
Education
University of Miami 2009 — 2013
Bachelor of Science in Business Administration, Entrepreneurship/Entrepreneurial Studies, Graduated
London School of Economics and Political Science 2011 — 2011
Organizational Behavior Studies and The International Business Environment
Georgetown University School of Continuing Studies
Corporate Finance
The Potomac School
Fidelity Investments October 2010 - August 2013
Fidelity Investments August 2006 - November 2010
Fidelity Investments July 2002 - June 2006
Fidelity Investments 2004 - 2006
Fidelity Investments November 2000 - July 2002
Skills
Vendor Management, Project Management, Process Improvement, Analysis, Financial Services, Requirements Gathering, Software Project..., SDLC, Business Process..., Business Analysis, Program Management, Visio, Cross-functional Team..., Leadership, SharePoint
Education
University of Cincinnati 1998 — 2001
The Ohio State University 1997 — 1998
Fidelity Investments February 2015 - Present
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investments, Financial Planning, Mutual Funds, Estate Planning, Alternative Investments, Investment Advisory, Securities, Financial Analysis, Series 7, Series 66, Separately Managed..., Managed Money, Variable Annuities, Charitable Giving, Life Insurance
Education
The Ohio State University
BS, Hospitality Management
Baldwin-Wallace University
MBA, Business Administration and Management, General
Osprey Software & Systems July 2009 - January 2012
Collaborative Consulting LLC December 2000 - January 2009
Sun Life Financial 2007 - 2008
Fidelity Investments 2006 - 2007
Iron Mountain 2005 - 2005
Fidelity Investments 2003 - 2004
TJX 2001 - 2001
National Grid February 2000 - April 2000
StockPower/ OWNx 1999 - 2000
EDS 1994 - 1999
Skills
Scrum, Project Management, Performance Engineering, Development Management, Pre-sales, Management, SDLC, Agile Methodologies, Requirements Analysis, PMP, Software Project..., Business Analysis, Vendor Management, Requirements Gathering, Integration, Program Management, Software Development, Agile Project Management, IT Strategy, PMO, Enterprise Software, Product Management, Project Portfolio..., Microsoft SQL Server, Cross-functional Team..., Business Process, Business Process..., Change Management, IT Service Management, SaaS
Education
Ohio State University 1990 — 1994
BS
Fairborn High School 1984 — 1987
yes
Fidelity Investments April 2011 - Present
John Hancock June 2007 - March 2011
Manulife Financial 2007 - March 2011
First Marblehead February 2004 - May 2007
Liberty Mutual October 2001 - February 2004
Northern Essex Community College May 2001 - May 2003
TradeTek October 2000 - September 2001
American Student Assistance June 1995 - May 1998
Skills
Business Analysis, Process Improvement, SDLC, Data Analysis, Program Management, Requirements Analysis, Business Intelligence, Visio, Vendor Management, Risk Management, Software Project..., Business Process..., Leadership, Project Portfolio..., Integration, PMO, IT Strategy, Requirements Gathering, Analysis, SharePoint, Software Documentation, Systems Analysis
Education
New School for Social Research 1992 — 1995
M.A., Philosophy
The New School 1992 — 1994
M.A., Philosophy
University of Massachusetts, Amherst 1986 — 1991
B.A., Philosophy
Fidelity Investments June 2007 - Present
Planet Products Corporation June 1999 - April 2007
Key Corp February 1998 - June 1999
5/3 Bank May 1995 - December 1997
Education
University of Cincinnati College of Business 2003 — 2005
MBA, Finance
The Ohio State University 1992 — 1997
BA, Economics
Citizens Bank December 2014 - Present
EY February 2013 - November 2014
Independent March 2011 - February 2013
Fidelity Investments 2005 - March 2011
Central Intelligence Agency 1999 - 2005
Federal Bureau of Investigation July 2002 - July 2003
Banco do Brasil September 1994 - October 1996
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Relations
University of Pennsylvania
BA, History
UHY Advisors US Vice PresidentAmalgamated BankNovember 2004 - February 2007
Fidelity Investments 2001 - 2002
Education
The New School 1978 — 1984
U.S.Trust, Bank of America Private Wealth Management March 2006 - Present
Fidelity Investments 1998 - 2005
Fidelity Investments 1998 - 2001
APM 1988 - 1994
Skills
Segmentation, Financial Services, Marketing Strategy, Strategy, Analytics, Brand Management, Competitive Analysis, Management Consulting, Project Management, Series 7, greenbelt certification, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
The Ohio State University 1979 — 1983
Economics, Business Administration
Clayton High School
Fidelity Investments January 2012 - Present
Fidelity Investments October 2007 - December 2011
The Ohio State University September 2002 - September 2007
Education
The Ohio State University 2002 — 2007
Ph.D., Chemical Engineering
The Ohio State University 2002 — 2006
M.S., Statistics
Tsinghua University 1998 — 2002
B.S., Chemical Engineering
C-SAM -- A MasterCard Company April 2013 - Present
C-SAM Inc. October 2010 - April 2013
Rational Systems June 2010 - September 2010
Dept of Computer Science and Engineering, UTA January 2008 - December 2009
Fidelity Investments May 2009 - August 2009
University of Texas at Arlington May 2008 - May 2009
C-SAM (India) Pvt. Ltd. December 2003 - July 2007
The Maharaja Sayajirao University of Baroda January 2006 - July 2006
Skills
Agile Methodologies, XML, Java, C++, SQL, Software Development, MySQL, Design Patterns, Python, OOP, Testing, Visual C++, Debugging, Business Analysis, Mobile Applications, Linux, Software Engineering, Databases, Perl, Eclipse, UML, JavaScript, Android, Microsoft SQL Server
Education
The University of Texas at Arlington 2007 — 2010
MS
The Maharaja Sayajirao University of Baroda 2001 — 2004
MCA
The Maharaja Sayajirao University of Baroda 1998 — 2001
BSc, Mathematics
Fidelity Investments Vice-PresidentRCM&D1988 - 2000
Bolton & Offutt 1987 - 1988
Education
The Ohio State University 1971 — 1975
Bachelor of Science, Dental Hygiene & Education
The Ohio State University
Bachelor of Science
Fifth Third Bank April 2003 - Present
Fidelity Investments December 2000 - January 2003
KeyBank December 1997 - December 2000
KeyBank June 1990 - November 1997
Skills
Banking, Mortgage Lending, Loans, Credit, Sales Management, FHA, Leadership, Mortgage Banking, Sales, Refinance, Loan Origination, Coaching, Marketing, Management, Credit Analysis, Portfolio Management
Education
Xavier University 1992 — 1994
Master of Business Administration (M.B.A.), Marketing
The Ohio State University 1985 — 1990
BS BA, Marketing
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
Fidelity Investments CAD and IT SPecialistGroundwater & Environmental Services, Inc.January 1992 - January 1996
Education
Ohio State University 1985 — 1987
Deaconess Health System September 2015 - Present
Fidelity Investments September 2005 - July 2014
Square D Company July 2000 - June 2003
Skills
Six Sigma, Process Improvement, Business Process..., Cross-functional Team..., Operations Management, Root Cause Analysis, Quality Management, Minitab, Visio, MS Project, Kanban, Manufacturing, Supply Chain Management, Data Analysis, Process Engineering, Lean Manufacturing, Continuous Improvement, Project Management
Education
University of Cincinnati 2004 — 2006
MS, Industrial Engineering
The Ohio State University 1998 — 2000
BS, Industrial Engineering
University of York 1999 — 1999
Mathematics
Fidelity Investments October 1995 - Present
Skills
ITIL, Incident Management, Problem Management, Business Analysis
Education
University of Cincinnati 1993 — 1994
The Ohio State University 1992 — 1993
Fidelity Investments June 2011 - Present
Fidelity Investments February 2008 - June 2011
The Stanley Works 2003 - 2008
General Electric 1996 - 2003
Time Warner 1992 - 1996
Skills
Succession Planning, Talent Management, Acquisition Integration, Employee Engagement, Performance Management, Deferred Compensation, Workforce Planning, Organizational Design, Employee Relations, Talent Acquisition, Organizational..., HRIS, Organizational..., Onboarding, Operations Management, Strategic Leadership, Thought Leadership, Change Management, Organization &..., Leadership, Strategic Planning, Strategic Communications, Strategic Financial..., P & L Management, Strategic Program...
Education
The Ohio State University
B.A., English Language and Literature/Letters
Fidelity Investments August 2009 - Present
Fidelity Investments June 1998 - August 2009
Barra October 1993 - November 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
The London School of Economics and Political Science (LSE) 1987 — 1989
MSc, Economics
CCA Global Partners May 2012 - Present
CCA Global Partners March 2010 - Present
Emerson Ecologics November 2009 - February 2010
Fidelity Investments June 2007 - July 2009
Fidelity Human Resource Services, Co September 2005 - June 2007
Fidelity Human Resource Services, Co February 2005 - September 2005
Fidelity Investments April 2004 - February 2005
Fidelity Human Resource Services, Co March 2003 - April 2004
Fidelity Investments Institutional Services, Co September 2000 - March 2003
Skills
Business Analysis, Process Improvement, Management, Leadership, Vendor Management, CRM, Business Process..., Analysis, SDLC, Project Management
Education
The Ohio State University 1994 — 1997
Bachelors, English, Public Relations
Fidelity Investments Vice President, Solutions ArchitectFidelity InvestmentsAugust 1999 - Present
Education
The Ohio State University
BS
GE Aviation October 2014 - Present
Dynamic Designs International LLC May 2009 - October 2014
FedEx Services June 2004 - March 2009
Fidelity Investments November 2002 - May 2004
Pioneer Investments June 2002 - August 2002
SeaChange International January 2002 - April 2002
PurchaseSoft, Inc October 2001 - December 2001
Etnus October 2000 - August 2001
Banta Integrated Media April 2000 - October 2000
PageNet September 1999 - April 2000
Skills
Java Enterprise Edition, Java, Web Applications, Weblogic, SQL, Perl, XML, Unix, Software Development, Apache, SOA, Enterprise Architecture, JBoss Application Server, Web Services, Oracle, Database Design, PostgreSQL, Object Oriented Modeling, OOAD, J2EE, Distributed Systems, MySQL, Concurrent Programming, J2EE Architecture, C++ Language, C++, Microservice..., Jetty, Tomcat, Cloud Computing, Hadoop, REST
Education
University of Pittsburgh 1988 — 1990
MSCS, Computer Science
The Ohio State University 1983 — 1988
BSEE, Electrical Engineering
Citizen Jane, Inc August 2010 - Present
New England Financial September 2006 - June 2009
Fidelity Investments January 2000 - June 2003
Skills
Finance
Education
Manchester Metropolitan University
HND, Business and Printing
Exexstream Consulting HP/Exstream Solutions ArchitectPearson2009 - Present
Pearson 2009 - 2009
Sempra Energy 2008 - 2008
Reliant Energy 2007 - 2007
California State Automobile Association (AAA) 2005 - 2007
Fidelity Investments 2004 - 2005
Exstream Software 2000 - 2001
Education
The Ohio State University 1995 — 1999
BSBA, MIS and ACCOUNTING
Volunteer September 2009 - Present
Interfaith Refugee Ministry - Wilmington January 2010 - December 2013
Independent Consultant August 2002 - January 2011
Fidelity Investments May 2005 - June 2007
Fidelity Investments India 2005 - 2007
Fidelity Investments April 1998 - April 2004
Fidelity Investments Systems Company 1998 - 2004
Fidelity Investments October 1995 - April 1998
Talbots 1993 - 1995
Skills
Leadership Development, Executive Coaching, Organizational..., Career Development, Change Management, Strategic Planning, Talent Management, Succession Planning, Employee Engagement, Organizational Design, Performance Consulting, Human Resources, Onboarding, Workshop Facilitation, Coaching, Process Improvement, Strategy, Program Management, Leadership, Management Consulting, Management Development, 360 Feedback, Management, Team Leadership, Training, Employee Training, Fundraising, Personnel Management, Talent Acquisition, Recruiting, HRIS, Employee Benefits, Consulting, Staff Development, Executive Management, Conflict Resolution, Training Delivery, Performance Improvement, Facilitators, Team Building, HR Consulting, Executive Development, Career Counseling, Business Process...
Education
The Ohio State University 1972 — 1974
MA
The Ohio State University 1964 — 1968
BS
Cincinnati Zoo & Botanical Garden September 2003 - Present
City of Kirkland August 1999 - September 2003
Virginia Mason Medical Center & Perkins Coie, LLP via The Cobos Group July 1998 - August 1999
Microsoft October 1996 - June 1998
Fidelity Investments February 1994 - October 1996
Skills
Fundraising, Employee Relations, Recruiting, Nonprofits, Human Resources, Talent Acquisition, Leadership, Volunteer Management, New Hire Orientations, Onboarding, Customer Service, Training, Non-profits, Public Speaking, Employee Benefits, Community Outreach, HRIS, Event Planning, Management, Strategic Planning, Personnel Management, Team Building, Leadership Development, Strategy, Labor Relations, Policy
Education
The Ohio State University
BA, Psychology
Wyoming High School
Fidelity Investments August 2008 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments 2006 - 2008
Skills
Financial Services, Series 63, Mutual Funds, Retirement, 401k, FINRA, Internal Communications, Requirements Gathering, Business Relationship..., Relationship Management, Project Management, Business Requirements, Series 6, Securities, Retirement Planning, Investments, Employee Benefits, Consulting, Direct Marketing, Strategy, Corporate Communications, Vendor Management, Strategic Communications, Equity Compensation, Project+, Customer Relations, Curriculum Design, Customer Satisfaction, Customer Insight, Educational Leadership, Employee Engagement, Employee Training, Strategic Planning, Customer Service, Process Improvement
Education
New Richmond High School
The Ohio State University
Business
Fidelity Investments August 2004 - Present
Fidelity Investments December 1998 - August 2004
Fidelity Investments June 1996 - December 1998
Education
The Ohio State University 1973 — 1975
MCRP, Masters of City and Regional Planning
University of Richmond 1966 — 1970
BA, Political Science
Fidelity Investments June 1998 - Present
The Ohio Company 1988 - 1998
Education
The Ohio State University 1977 — 1981
B.S., Accounting
Fidelity Investments August 1993 - Present
Education
The Ohio State University
Fidelity Investments May 1996 - Present
Fidelity Investments September 1995 - May 1996
Education
University of Cincinnati 1984 — 1984
Economics
The Ohio State University 1977 — 1981
B.S., Agricultural Economics
EyeMed Vision Care at Luxottica Retail North America August 2014 - Present
Luxottica Retail North America March 2009 - August 2014
Fidelity Investments July 1997 - February 2009
PRI May 1996 - March 1997
Star Bank July 1994 - May 1996
Education
University of Cincinnati 1994 — 1996
Equivalent of Accounting Major
Xavier University 1989 — 1990
BSBA, Marketing
The Ohio State University 1983 — 1988
Studied Engineering and Business
Fidelity Investments August 2015 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments November 2006 - August 2012
Skills
SDLC, Business Analysis, Financial Services, Requirements Analysis, COBOL, Enterprise Architecture, IT Strategy, Equities, Agile Methodologies, SQL, Unix, Bloomberg, Business Intelligence, ITIL, Oracle, Vendor Management, Microsoft Excel, Project Management, Software Documentation, Visio, Asset Management
Education
The Ohio State University 1989 — 1993
Sandy Valley High School 1985 — 1989
H.S. Diploma, General Studies
Retired March 2015 - Present
National Retirement Services May 2006 - February 2015
Fidelity Investments 2007 - 2009
Miami Valley Pension April 1992 - July 2007
Skills
Defined Benefit, Collective Bargaining, Pensions, Actuarial Science, 401k, Retirement, Profit Sharing, Employee Benefits, Benefits Administration, Pension Administration, Valuation, ERISA
Education
The Ohio State University 1971 — 1973
M.S., Statistics
The Ohio State University 1969 — 1971
B.S., Mathematics
Fidelity Investments August 1999 - Present
Fidelity Investments August 1993 - August 1999
Skills
Series 7, Defined Contribution, Series 63, 401k, Retirement, Series 6
Education
The Ohio State University
4D Association Management January 2005 - Present
IREM January 2005 - Present
CREW Cincinnati January 2005 - Present
NAIOP January 2008 - January 2014
Fidelity Investments January 2001 - December 2007
Southwest Financial Services, Ltd December 1992 - October 2000
Skills
Property Management, Operations Management, Commercial Real Estate, Sales Management, Sellers, Event Planning, Real Estate Transactions, Real Estate, Strategic Planning, Contract Negotiation, Management, Landlords, Real Estate Economics, Leases, Media Relations, Residential Homes, Brokerage, Disposition, Public Relations, Sales, Event Management, Market Research, Real Estate Development, Facilities Management, Asset Management, Nonprofits, Negotiation, Team Building, Investment Properties
Education
University of Cincinnati 1990 — 1992
Bachelor of Arts, Business Communications
The Ohio State University 1989 — 1992
Bachelor of Arts, Business Communications
Fidelity Investments February 2007 - March 2011
National Starch and Chemical, National Adhesives March 2002 - July 2006
Evonik Degussa April 2001 - March 2002
Smith Container March 2000 - December 2000
Tele-Trak, First American Financial July 1998 - January 2000
Zellerbach, a Mead Company October 1995 - July 1998
Lanier Worldwide February 1992 - October 1995
Education
The Ohio State University 1986 — 1988
BA, psychology
University of Tennessee-Knoxville 1984 — 1986
Fidelity Investments 2010 - Present
Primerica Financial Services February 2003 - September 2010
Legends Inc. November 1994 - March 2003
Pilder's Kosher Foods July 1975 - September 1994
Education
The Ohio State University 1968 — 1972
bachelor of science, social welfare
Colton Groome & Company January 2015 - Present
Ameritas April 2008 - December 2014
JPMorgan Chase February 2006 - October 2007
Fidelity Investments November 2000 - February 2006
Skills
Retirement, Mutual Funds, Portfolio Management, Banking, Retirement Planning, Series 6, Series 63, Series 7, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Pensions, Life Insurance, Financial Services, Finance
Education
Xavier University - Williams College of Business 2003 — 2005
MBA, International Business
The Ohio State University 1994 — 1999
BS, Family Financial Management
Fidelity Investments August 2012 - Present
Fidelity Investments August 2012 - Present
BB&T 2012 - 2012
Progress Energy 2011 - 2011
TV Guide 2007 - 2009
Sony Ericsson 2005 - 2007
Sony Ericsson 2005 - 2007
NEC America Inc. November 1997 - December 2004
Skills
C#, Software Development, XML, Agile Methodologies, .NET, SQL, JavaScript, Microsoft SQL Server, Visual Studio, Software Engineering, Web Services, WCF, ASP.NET, Integration, Embedded Systems, ClearCase, SOA
Education
The Ohio State University 1988 — 1991
Bachelor of Science (BS), CIS /Computer Engineering
Advance Transportation Systems May 2001 - Present
Fidelity Investments March 1998 - April 2001
Skills
Freight, Transportation, Truckload, Logistics, 3PL, Operations Management, Trucking, Logistics Management, Freight Forwarding, LTL, Transportation..., Supply Chain
Education
The Ohio State University 1996 — 1997
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
H. D. Smith / Triplefin July 2013 - Present
Great American Insurance May 2012 - March 2013
Fifth Third Bank February 2011 - March 2012
Accu-Med Services March 2009 - January 2011
Fidelity Investments January 1994 - February 2009
Education
The Ohio State University 1982 — 1987
BA, Economics & Psychology
Taft Stettinius & Hollister LLP October 2014 - Present
U.S. Bank July 2014 - October 2014
Kendle International June 2011 - October 2011
Kendle International July 2009 - September 2009
Fidelity Investments February 2007 - December 2008
Standard Parking September 2006 - December 2006
Skills
Microsoft Excel, Customer Service, Financial Analysis, Outlook, Microsoft Office, PowerPoint, Budgets, Access, Microsoft Word, Management, Data Analysis, Process Improvement, Accounts Payable, Leadership, Research
Education
University of Cincinnati College of Business 2011 — 2012
Master of Science (M.S.), Accounting
University of Cincinnati College of Business 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 2001 — 2006
Bachelor of Arts (B.A.), Psychology
Fidelity Investments July 2009 - Present
Fidelity Investments May 2006 - July 2009
University of the Philippines 2000 - 2005
De La Salle University 1997 - 2000
Education
The Ohio State University 1989 — 1996
Doctor of Philosophy (PhD), Mathematics
University of the Philippines 1982 — 1986
Bachelor's degree, Mathematics
J.P. Morgan Chase Bank, N.A. December 2011 - Present
Fidelity Investments October 2010 - June 2011
Fidelity Investments May 2008 - October 2010
Skills
Business Analysis, Financial Analysis, Investments, Banking, Trading, Word, Financial Planning, Negotiation, Spanish, Retirement Planning, Strategic Financial..., Cross-functional Team...
Education
Xavier University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
The Ohio State University 2003 — 2006
B.S. in Business Administration, Finance
Fidelity Investments March 2007 - December 2009
GE Capital Corporation January 1983 - January 2006
Education
The Ohio State University
Bachelor of Science, Finance
Boston Children's Hospital 2013 - Present
Omgeo LLC 2002 - 2012
Fidelity Investments 2001 - 2002
Thomson Reuters 1997 - 2001
Fidelity Investments 1994 - 1997
Convergys 1990 - 1994
SofTech, Inc. 1989 - 1990
GE Aviation 1986 - 1989
Boeing 1985 - 1986
Skills
Agile Methodologies, Java, Hibernate, XML, Spring, Java Enterprise Edition, JUnit, Software Development, Ant, Linux, SQL, Software Engineering, Distributed Computing, OLTP, Object Oriented Design, Eclipse, SDLC, SOA, Integration, Scrum, Testing, Tomcat, Distributed Systems, Architecture, JMS
Education
The Ohio State University 1981 — 1985
Bachelor of Science (BS), Computer Science
Mercy Willard Hospital May 2004 - Present
Fidelity Investments 1997 - 2003
Skills
Leadership, Management
Education
The Ohio State University 1991 — 1996
Bachelor, Behavioral Sciences / Psychology
Fidelity Investments September 1987 - Present
Skills
Risk Management, Business Analysis, Leadership, Project Management, 401k, Process Improvement, Financial Services, Vendor Management, Management, Mutual Funds, Program Management, Investments, Relationship Management, Retirement
Education
The Ohio State University
5/3 Bank 2012 - Present
PNC Investments 2010 - 2012
State Farm Insurance 2009 - 2010
Fidelity Investments 2006 - 2009
National City Bank 2004 - 2005
Fidelity Investments 1987 - 2004
Skills
Investments &..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook
Education
The Ohio State University 1977 — 1978
College of Mt. St. Joseph
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments 2012 - Present
Federated Investors February 2007 - May 2012
Federated Investors April 2002 - January 2007
State Street May 2001 - April 2002
State Street January 1999 - May 2001
BISYS Fund Services March 1998 - January 1999
BISYS Fund Services November 1996 - March 1998
BISYS Fund Services October 1995 - November 1996
Skills
Financial Services, Financial Reporting, Securities, Investments, Accounting
Education
The Ohio State University 1987 — 1991
Bachelor of Science Business Administration, Finance
Fidelity Investments March 2014 - Present
Vertex Computer Systems August 2011 - March 2014
Skills
Salesforce.com, Force.com, Agile Methodologies, Salesforce.com..., SaaS, SFDC, Cloud Computing, JavaScript, Salesforce.com...
Education
University of Cincinnati 2014 — 2016
Master's Degree, Business Analytics
The Ohio State University 2007 — 2011
BS, Financial Mathematics
Fidelity Investments November 2008 - Present
Fidelity Investments March 2004 - October 2008
Charles Schwab May 2002 - March 2004
Education
The Ohio State University
Bachelor of Arts (B.A.)
Ocean Aero Inc September 2014 - Present
Johns Hopkins University February 2014 - May 2014
Johns Hopkins University February 2011 - May 2014
Fidelity Investments June 2013 - August 2013
JHU LCSR Laboratory January 2013 - February 2013
Skipjack's - Best Fresh Seafood May 2010 - August 2010
Skills
Robotics, Mobile Robotics, Autonomous Vehicles, Microsoft Office, Pro Engineer, Creo, Arduino, Matlab, Java, Work Well Independently, Works well in a team, 3D Printing, Laser Cutting, WPF, ROS, Rock Climbing, Electric Guitar, Drums, Photoshop, Testing, Data Analysis, SolidWorks, Research, Microsoft Word, Engineering
Education
The Johns Hopkins University 2013 — 2014
Master's degree, Mechanical Engineering
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS), Mechanical Engineering, 3.39
St. Sebastian's School 2005 — 2009
High School Diploma
Fidelity Investments September 2015 - Present
Fidelity Investments March 2013 - Present
WesBanco March 2011 - March 2013
Skills
Investments, Banking, Retirement Planning, Customer Service
Education
The Ohio State University 2006 — 2011
Human Ecology, Family Financial Management/Business