Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Mitchell Hom Mitchell Hom Cincinnati Area Details
Mitchell Hom's Fidelity Investments Experience May 2014 - Present
Job Financial Associate II
Industry Financial Services
Experience
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

Robert Melvin Robert Melvin Cincinnati Area Details
Robert Melvin's Fidelity Investments Experience January 2014 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
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

Kenneth Jennings Kenneth Jennings Greater Chicago Area Details
Kenneth Jennings's Fidelity Investments Experience April 2015 - Present
Job Regional Brokerage Consultant
Industry Financial Services
Experience
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

Randy Zimmer Randy Zimmer Hamilton, Ohio Details
Randy Zimmer's Fidelity Investments Experience May 1994 - January 2000
Job Director of Sales and Marketing Eastern USA
Industry Chemicals
Experience
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

Shannon Charles Shannon Charles Cincinnati Area Details
Shannon Charles's Fidelity Investments Experience August 1999 - Present
Job Accounting Analyst IV at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   August 1999 - Present

Education
Withrow High School   1984 — 1987

The Ohio State University
Ohio State University

Jason Voegele Jason Voegele Cincinnati Area Details
Jason Voegele's Fidelity Investments Experience January 2005 - November 2006
Job Software Developer
Industry Computer Software
Experience
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

Neena Sethi Neena Sethi Toronto, Canada Area Details
Neena Sethi's Fidelity Investments Experience 2004 - 2005
Job Social Media Intern at York University, Glendon Campus
Industry International Affairs
Experience
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

Andy Miccolis Andy Miccolis New York, New York Details
Andy Miccolis's Fidelity Investments Experience April 2013 - Present
Job Senior UX Developer at Fidelity Investments
Industry Internet
Experience
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

Andrew Lawrie, ChFC Andrew Lawrie, ChFC Columbus, Ohio Area Details
Andrew Lawrie, ChFC's Fidelity Investments Experience June 2001 - October 2002
Job Retirement Planner at Nationwide
Industry Financial Services
Experience
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

Bradley Scoble Bradley Scoble Denver, Colorado Details
Bradley Scoble's Fidelity Investments Experience January 2014 - Present
Job Financial Representative Licensed at Fidelity Investments
Industry Financial Services
Experience
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

Lena Fried Lena Fried Durham, North Carolina Details
Lena Fried's Fidelity Investments Experience April 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Marketing and Advertising
Experience
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

Jeff Kersey Jeff Kersey Cincinnati, Ohio Details
Jeff Kersey's Fidelity Investments Experience March 2008 - Present
Job Managing Director, Client Relationship Management, Fidelity Investments
Industry Financial Services
Experience
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

Alex Bossert Alex Bossert Greater Minneapolis-St. Paul Area Details
Alex Bossert's Fidelity Investments Experience June 2013 - August 2013
Job Equity Research Analyst at Granite House Capital Management
Industry Investment Management
Experience
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

Douglas J. Ambrose CFP® Douglas J. Ambrose CFP® Cleveland/Akron, Ohio Area Details
Douglas J. Ambrose CFP®'s Fidelity Investments Experience November 2011 - November 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Kathryn Carlson Kathryn Carlson Greater Boston Area Details
Kathryn Carlson's Fidelity Investments Experience 2011 - January 2014
Job Founder at Buca Boot
Industry Design
Experience
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

Doug Muzzy Doug Muzzy Greater Boston Area Details
Doug Muzzy's Fidelity Investments Experience August 2005 - December 2008
Job Director of Continuous Improvement at Liberty Mutual Insurance
Industry Financial Services
Experience
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

Nicholas Boggs Nicholas Boggs Louisville, Kentucky Details
Nicholas Boggs's Fidelity Investments Experience September 2012 - June 2013
Job Attorney
Industry Law Practice
Experience
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

Ramesh Byanjankar Ramesh Byanjankar Providence, Rhode Island Area Details
Ramesh Byanjankar's Fidelity Investments Experience April 2013 - Present
Job OBIEE Consultant / Sr. Systems Analyst at Fidelity Investment
Industry Financial Services
Experience
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

Jeff Reese Jeff Reese Raleigh-Durham, North Carolina Area Details
Jeff Reese's Fidelity Investments Experience September 2012 - March 2013
Job Sr. IT Project Manager at Quintiles
Industry Information Technology and Services
Experience
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

Jeff Janotta Jeff Janotta Greater Boston Area Details
Jeff Janotta's Fidelity Investments Experience September 2008 - June 2010
Job SFDC Solution Architect at Accenture
Industry Information Technology and Services
Experience
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

Lauren Noble Lauren Noble Cincinnati, Ohio Details
Lauren Noble's Fidelity Investments Experience July 2015 - Present
Job Brokerage Operations Representative I at Fidelity Investments
Industry Logistics and Supply Chain
Experience
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

Dhriti Dave Dhriti Dave Boston, Massachusetts Details
Dhriti Dave's Fidelity Investments Experience June 2002 - March 2005
Job Senior Software Engineer at EnerNOC
Industry Computer Software
Experience
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

Greg Burgett Greg Burgett Sheboygan, Wisconsin Details
Greg Burgett's Fidelity Investments Experience November 1991 - April 1997
Job Financial Advisor, Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
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

Jennifer Prince Jennifer Prince Columbus, Ohio Area Details
Jennifer Prince's Fidelity Investments Experience September 1995 - April 1997
Job Career Management Professional
Industry Professional Training & Coaching
Experience
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

James E. Johnson, CFP® James E. Johnson, CFP® Boulder, Colorado Details
James E. Johnson, CFP®'s Fidelity Investments Experience 1993 - 2000
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Susan Menke Susan Menke Greater Chicago Area Details
Susan Menke's Fidelity Investments Experience January 2001 - December 2003
Job Ph.D. Behavioral Economist
Industry Research
Experience
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

James Couch James Couch Cincinnati Area Details
James Couch's Fidelity Investments Experience December 2014 - July 2015
Job Licensed Real Estate Salesperson at Comey & Shepherd
Industry Real Estate
Experience
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

Patrick C. McCormick Patrick C. McCormick Greater Los Angeles Area Details
Patrick C. McCormick's Fidelity Investments Experience January 2012 - April 2013
Job Wealth Management TIAACREF
Industry Financial Services
Experience
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

Mathian Vali Mathian Vali Greater Boston Area Details
Mathian Vali's Fidelity Investments Experience July 2015 - Present
Job Fixed Income Research Associate at Fidelity Investments
Industry Financial Services
Experience
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

Patrick Gibboney Patrick Gibboney Cincinnati, Ohio Details
Patrick Gibboney's Fidelity Investments Experience January 2015 - March 2015
Job Admissions Counselor at Mount Saint Joseph University
Industry Public Relations and Communications
Experience
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

Apu Patel Apu Patel Washington, District Of Columbia Details
Apu Patel's Fidelity Investments Experience October 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Glen Kindness Glen Kindness Cincinnati Area Details
Glen Kindness's Fidelity Investments Experience January 2008 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Investment Management
Experience
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

Bill Weeks Bill Weeks Baltimore, Maryland Details
Bill Weeks's Fidelity Investments Experience 1999 - 2001
Job Vice President, Group Manager Communications/Public Relations at T. Rowe Price
Industry Investment Management
Experience
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

Sean Belton Sean Belton Hebron, Kentucky Details
Sean Belton's Fidelity Investments Experience September 1995 - March 2001
Job Regional Marketing Consultant at FTJ FundChoice
Industry Investment Management
Experience
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

Nicholas Cohn Nicholas Cohn Boston, Massachusetts Details
Nicholas Cohn's Fidelity Investments Experience July 2007 - March 2009
Job Senior Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
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

Jared Bovinet Jared Bovinet Cleveland/Akron, Ohio Area Details
Jared Bovinet's Fidelity Investments Experience September 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Peter Salvator Peter Salvator Dublin, Ohio Details
Peter Salvator's Fidelity Investments Experience 1999 - 2002
Job Vice President at Fund Evaluation Group, LLC
Industry Investment Management
Experience
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

Ariel Tipton Ariel Tipton Raleigh, North Carolina Details
Ariel Tipton's Fidelity Investments Experience June 2015 - Present
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
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

Timothy Mark Timothy Mark Germantown, Ohio Details
Timothy Mark's Fidelity Investments Experience October 2014 - Present
Job PAS Service Specialist
Industry Financial Services
Experience
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

Greg Burke Greg Burke Columbus, Ohio Area Details
Greg Burke's Fidelity Investments Experience January 2009 - October 2009
Job Regional Vice President, Mainstay Investments
Industry Financial Services
Experience
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

Steven Radwell Steven Radwell Greater New York City Area Details
Steven Radwell's Fidelity Investments Experience September 2007 - Present
Job Vice President/Editor at Fidelity Investments
Industry Financial Services
Experience
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

Brendan Hula Brendan Hula Chicago, Illinois Details
Brendan Hula's Fidelity Investments Experience March 2006 - April 2007
Job Associate at Goldman Sachs
Industry Financial Services
Experience
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

Kenneth J. Lang Kenneth J. Lang Cincinnati Area Details
Kenneth J. Lang's Fidelity Investments Experience 1989 - 2006
Job Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
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

Melpi Magliveras Melpi Magliveras Greater New York City Area Details
Melpi Magliveras's Fidelity Investments Experience June 1995 - February 1997
Job Bloomberg LP
Industry Information Technology and Services
Experience
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

Daniel Rizk Daniel Rizk Mclean, Virginia Details
Daniel Rizk's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Higher Education
Experience
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

Kim Saxon Kim Saxon Harrison, Ohio Details
Kim Saxon's Fidelity Investments Experience October 2010 - August 2013
Job Child Care Provider
Industry Hospitality
Experience
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

Mark Razavi Mark Razavi Cleveland, Ohio Details
Mark Razavi's Fidelity Investments Experience February 2015 - Present
Job Vice President / Financial Consultant
Industry Financial Services
Experience
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

Clay Casey Clay Casey Greater Boston Area Details
Clay Casey's Fidelity Investments Experience 2006 - 2007
Job Senior IT Services Professional
Industry Information Technology and Services
Experience
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

Alan Kapilian Alan Kapilian Greater Boston Area Details
Alan Kapilian's Fidelity Investments Experience April 2011 - Present
Job Project Manager/Principal Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Brian Bruns Brian Bruns Cincinnati Area Details
Brian Bruns's Fidelity Investments Experience June 2007 - Present
Job PAS Client Management at Fidelity Investments
Industry Financial Services
Experience
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

Clay Resnick Clay Resnick Providence, Rhode Island Details
Clay Resnick's Fidelity Investments Experience 2005 - March 2011
Job
Industry Financial Services
Experience
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

Paul Wax Paul Wax Greater New York City Area Details
Paul Wax's Fidelity Investments Experience 2001 - 2002
Job Senior Manager at UHY Advisors US
Industry Information Technology and Services
Experience
UHY Advisors US   Vice PresidentAmalgamated BankNovember 2004 - February 2007
Fidelity Investments   2001 - 2002

Education
The New School   1978 — 1984

Allison Warren Allison Warren Greater Boston Area Details
Allison Warren's Fidelity Investments Experience 1998 - 2005
Job SVP Marketing at U.S.Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
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

Hongshu Chen Hongshu Chen Greater Boston Area Details
Hongshu Chen's Fidelity Investments Experience January 2012 - Present
Job Quantitative Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Gauri Vakde Gauri Vakde Greater Chicago Area Details
Gauri Vakde's Fidelity Investments Experience May 2009 - August 2009
Job Sr. Solutions Analyst at CSAM A MasterCard Company
Industry Computer Software
Experience
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

Doris Shobe Doris Shobe Greater Boston Area Details
Doris Shobe's Fidelity Investments Experience Vice-PresidentRCM&D1988 - 2000
Job Vice President, Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
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

Brian Burstein Brian Burstein Dublin, Ohio Details
Brian Burstein's Fidelity Investments Experience December 2000 - January 2003
Job Sales / Relationship Manager / Manager
Industry Financial Services
Experience
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

Brian Flanagan Brian Flanagan Columbus, Ohio Area Details
Brian Flanagan's Fidelity Investments Experience December 2010 - January 2013
Job Senior Vice President
Industry Financial Services
Experience
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

Hong-Lin Chen Hong-Lin Chen Greater Boston Area Details
Hong-Lin Chen's Fidelity Investments Experience CAD and IT SPecialistGroundwater & Environmental Services, Inc.January 1992 - January 1996
Job Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   CAD and IT SPecialistGroundwater & Environmental Services, Inc.January 1992 - January 1996

Education
Ohio State University   1985 — 1987

Miranda Chu-Allen Miranda Chu-Allen Cincinnati Area Details
Miranda Chu-Allen's Fidelity Investments Experience September 2005 - July 2014
Job Sr Industrial Engineer at Fidelity Investments
Industry Financial Services
Experience
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

Michelle Hansel Marino Michelle Hansel Marino Cincinnati Area Details
Michelle Hansel Marino's Fidelity Investments Experience October 1995 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Scott Hutzler Scott Hutzler Greater Boston Area Details
Scott Hutzler's Fidelity Investments Experience June 2011 - Present
Job EVP, Workplace Participant Services at Fidelity Investments
Industry Financial Services
Experience
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

Eric Penanhoat Eric Penanhoat Greater Boston Area Details
Eric Penanhoat's Fidelity Investments Experience August 2009 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Briana Beauchesne Briana Beauchesne Greater Boston Area Details
Briana Beauchesne's Fidelity Investments Experience June 2007 - July 2009
Job Writing & Research Specialist at CCA Global Partners
Industry Human Resources
Experience
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

Lori Lancaster Lori Lancaster Cincinnati Area Details
Lori Lancaster's Fidelity Investments Experience Vice President, Solutions ArchitectFidelity InvestmentsAugust 1999 - Present
Job Vice President, Solutions Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Vice President, Solutions ArchitectFidelity InvestmentsAugust 1999 - Present

Education
The Ohio State University
BS

Doug Horn Doug Horn Cincinnati Area Details
Doug Horn's Fidelity Investments Experience November 2002 - May 2004
Job Software Engineer Lead at GE Aviation
Industry Computer Software
Experience
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

Janette Jones Janette Jones Charlotte, North Carolina Details
Janette Jones's Fidelity Investments Experience January 2000 - June 2003
Job President at Citizen Jane, Inc
Industry Retail
Experience
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

Bo Bender Bo Bender Las Vegas, Nevada Area Details
Bo Bender's Fidelity Investments Experience 2004 - 2005
Job Exstream Lead Developer at Exexstream Consulting
Industry Information Technology and Services
Experience
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

Carol Milam Carol Milam Greater Boston Area Details
Carol Milam's Fidelity Investments Experience May 2005 - June 2007
Job ESL Instructor
Industry Human Resources
Experience
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

Jeff Walton, SPHR, SHRM-SCP Jeff Walton, SPHR, SHRM-SCP Cincinnati Area Details
Jeff Walton, SPHR, SHRM-SCP's Fidelity Investments Experience February 1994 - October 1996
Job Leader, Human Resources at Cincinnati Zoo & Botanical Garden
Industry Nonprofit Organization Management
Experience
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

May Derkson May Derkson Cincinnati Area Details
May Derkson's Fidelity Investments Experience August 2008 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
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

sterling hale sterling hale Greater Boston Area Details
sterling hale's Fidelity Investments Experience August 2004 - Present
Job Managing Director/Vice President at Fidelity Investments
Industry Real Estate
Experience
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

Rich Oltean Rich Oltean Raleigh-Durham, North Carolina Area Details
Rich Oltean's Fidelity Investments Experience June 1998 - Present
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 1998 - Present
The Ohio Company  1988 - 1998

Education
The Ohio State University   1977 — 1981
B.S., Accounting

Mary Beth Paris Mary Beth Paris Boston, Massachusetts Details
Mary Beth Paris's Fidelity Investments Experience August 1993 - Present
Job Vice President, Group Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 1993 - Present

Education
The Ohio State University

Donald Burger Donald Burger Cincinnati Area Details
Donald Burger's Fidelity Investments Experience May 1996 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Tom Singer Tom Singer Cincinnati Area Details
Tom Singer's Fidelity Investments Experience July 1997 - February 2009
Job Senior Manager Business Improvement at EyeMed Vision Care
Industry Consumer Services
Experience
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

Lorena Brinch Lorena Brinch Keller, Texas Details
Lorena Brinch's Fidelity Investments Experience August 2015 - Present
Job Senior Copyright Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Harold Reed Harold Reed Apex, North Carolina Details
Harold Reed's Fidelity Investments Experience 2007 - 2009
Job Retired Consulting Actuary
Industry Financial Services
Experience
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

Kimberly Neufeld Kimberly Neufeld Seattle, Washington Details
Kimberly Neufeld's Fidelity Investments Experience August 1999 - Present
Job Vice President, Institutional Sales at Fidelity Investments
Industry Financial Services
Experience
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

Deidre Forrester Deidre Forrester Cincinnati Area Details
Deidre Forrester's Fidelity Investments Experience January 2001 - December 2007
Job Owner, 4D Association Management
Industry Nonprofit Organization Management
Experience
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

Alicia Akin Alicia Akin Cincinnati, Ohio Details
Alicia Akin's Fidelity Investments Experience February 2007 - March 2011
Job Experienced Sales, Marketing and Customer Service Professional
Industry Marketing and Advertising
Experience
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

Daniel Pilder Daniel Pilder Cincinnati Area Details
Daniel Pilder's Fidelity Investments Experience 2010 - Present
Job Registered Representative at Fidelity Investments
Industry Financial Services
Experience
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

Dave Nelson, AIF®, CRPS Dave Nelson, AIF®, CRPS Asheville, North Carolina Area Details
Dave Nelson, AIF®, CRPS's Fidelity Investments Experience November 2000 - February 2006
Job Helping Retirement Plan Sponsors and Participants meet their goals
Industry Investment Management
Experience
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

Fred Fengwei Li Fred Fengwei Li Raleigh-Durham, North Carolina Area Details
Fred Fengwei Li's Fidelity Investments Experience August 2012 - Present
Job Independent Consultant at Fidelity Investments
Industry Computer Software
Experience
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

Jim Wyenandt Jim Wyenandt Cincinnati Area Details
Jim Wyenandt's Fidelity Investments Experience March 1998 - April 2001
Job Pres at Advance Transportation Systems
Industry Transportation/Trucking/Railroad
Experience
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

Carl Geis Carl Geis Cincinnati Area Details
Carl Geis's Fidelity Investments Experience January 1994 - February 2009
Job Software Quality Assurance at H. D. Smith / Triplefin
Industry Computer Software
Experience
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

Christopher D'Amore Christopher D'Amore Cincinnati Area Details
Christopher D'Amore's Fidelity Investments Experience February 2007 - December 2008
Job at
Industry Financial Services
Experience
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

Ronald Tungol Ronald Tungol Raleigh-Durham, North Carolina Area Details
Ronald Tungol's Fidelity Investments Experience July 2009 - Present
Job Analyst, Defined Benefits at Fidelity Investments
Industry Information Technology and Services
Experience
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

Robert Wassler, CAPM Robert Wassler, CAPM Cincinnati Area Details
Robert Wassler, CAPM's Fidelity Investments Experience October 2010 - June 2011
Job Project Manager
Industry Financial Services
Experience
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

Charles Curle Charles Curle Raleigh-Durham, North Carolina Area Details
Charles Curle's Fidelity Investments Experience March 2007 - December 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments   March 2007 - December 2009
GE Capital Corporation  January 1983 - January 2006

Education
The Ohio State University
Bachelor of Science, Finance

John Schafer John Schafer Greater Boston Area Details
John Schafer's Fidelity Investments Experience 2001 - 2002
Job Software Developer at Boston Children's Hospital
Industry Computer Software
Experience
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

Audrey Ginter Audrey Ginter Mansfield, Ohio Area Details
Audrey Ginter's Fidelity Investments Experience 1997 - 2003
Job Manager Development, Volunteers & Community Outreach at Mercy Willard Hospital
Industry Health, Wellness and Fitness
Experience
Mercy Willard Hospital   May 2004 - Present
Fidelity Investments   1997 - 2003

Skills
Leadership, Management

Education
The Ohio State University   1991 — 1996
Bachelor, Behavioral Sciences / Psychology

Don Burger Don Burger Cincinnati Area Details
Don Burger's Fidelity Investments Experience September 1987 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Bernie Wendling Bernie Wendling Cincinnati, Ohio Details
Bernie Wendling's Fidelity Investments Experience 2006 - 2009
Job Licensed Preferred Banker at 5/3 Bank
Industry Investment Banking
Experience
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

Eric Meiring Eric Meiring Dallas/Fort Worth Area Details
Eric Meiring's Fidelity Investments Experience 2012 - Present
Job Director of Fund Reporting Fidelity Investments
Industry Financial Services
Experience
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

Rudy Tanov Rudy Tanov Cincinnati Area Details
Rudy Tanov's Fidelity Investments Experience March 2014 - Present
Job Senior Technical Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
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

Jeffrey Towles Jeffrey Towles Lewis Center, Ohio Details
Jeffrey Towles's Fidelity Investments Experience November 2008 - Present
Job Vice President / Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
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.)

Thomas Ayotte Thomas Ayotte Greater San Diego Area Details
Thomas Ayotte's Fidelity Investments Experience June 2013 - August 2013
Job Development Engineer II at Ocean Aero Inc
Industry Mechanical or Industrial Engineering
Experience
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

Rebecca Landrum Rebecca Landrum Dallas/Fort Worth Area Details
Rebecca Landrum's Fidelity Investments Experience September 2015 - Present
Job High Net Worth Case Manager at Fidelity Investments
Industry Financial Services
Experience
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

Similar Companies