Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Philip Kendall, CFA, CFP® Philip Kendall, CFA, CFP®'s Fidelity Investments Experience February 2001 - March 2009
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab October 2009 - March 2014
Fidelity Investments February 2001 - March 2009
Colonial Bank 2009 - 2009
Education
The University of Texas at Austin 1989 — 1993
Bachelor, Political Science and Government
The University of Dallas 1999 — 2001
MBA, Corporate Finance
Charles Schwab March 2014 - Present
Charles Schwab October 2009 - March 2014
Fidelity Investments February 2001 - March 2009
Colonial Bank 2009 - 2009
Education
The University of Texas at Austin 1989 — 1993
Bachelor, Political Science and Government
The University of Dallas 1999 — 2001
MBA, Corporate Finance
Jean Freeman Jean Freeman's Fidelity Investments Experience November 2004 - April 2012
Job Creating Wealth Using Financial Strategies Beyond Investments
Industry Financial Services
Experience
Brown and Freeman, LLC September 2012 - Present
Fidelity Investments November 2004 - April 2012
Mass Mutual, Vera Vest and Southwest Securities September 1999 - November 2004
Navigation Financial Group of Dallas Texas 2001 - 2004
Fidelity Investments September 1990 - October 1999
Skills
Estate Planning, Certified Financial..., Retirement Planning, FINRA, Debt Management, Investment Management..., Maximizing your Social..., Cash Flow Analysis, Living within your means, Personal Financial..., Financial Planning, Wealth, Securities, High Net Worth..., Investments, Wealth Management, Series 63, Strategic Financial..., Investment Strategies, Retirement, Portfolio Management, Finance, Equities, Investment Management, Life Insurance, Asset Allocation, Sales, Management, Fixed Income, 401k, Investment Advisory, Series 7, Financial Advisory, Asset Management, Financial Goals, Fixed Annuities, Cash Flow, Financial Services, Series 24, Uniform Combined State...
Education
The University of Dallas
Masters, Financial Services
The University of Texas at Dallas
Bachelor of Science, Business
Brown and Freeman, LLC September 2012 - Present
Fidelity Investments November 2004 - April 2012
Mass Mutual, Vera Vest and Southwest Securities September 1999 - November 2004
Navigation Financial Group of Dallas Texas 2001 - 2004
Fidelity Investments September 1990 - October 1999
Skills
Estate Planning, Certified Financial..., Retirement Planning, FINRA, Debt Management, Investment Management..., Maximizing your Social..., Cash Flow Analysis, Living within your means, Personal Financial..., Financial Planning, Wealth, Securities, High Net Worth..., Investments, Wealth Management, Series 63, Strategic Financial..., Investment Strategies, Retirement, Portfolio Management, Finance, Equities, Investment Management, Life Insurance, Asset Allocation, Sales, Management, Fixed Income, 401k, Investment Advisory, Series 7, Financial Advisory, Asset Management, Financial Goals, Fixed Annuities, Cash Flow, Financial Services, Series 24, Uniform Combined State...
Education
The University of Dallas
Masters, Financial Services
The University of Texas at Dallas
Bachelor of Science, Business
John Gentry, CFP®, CEBS, CRPS®, AIF® John Gentry, CFP®, CEBS, CRPS®, AIF®'s Fidelity Investments Experience December 1999 - July 2001
Job Managing Director at Streamline Partners
Industry Financial Services
Experience
Streamline Partners January 2015 - Present
Bank of America Merrill Lynch, Retirement & Benefit Plan Services January 2009 - March 2014
Bank of America Merrill Lynch July 2004 - December 2009
Fidelity Investments, National Financial Services July 2001 - July 2004
Fidelity Investments December 1999 - July 2001
Fidelity Investments Tax Exempt Services Co. June 1996 - November 1999
Fidelity Investments Life Insurance Co. June 1992 - June 1996
Fidelity Investments October 1989 - June 1992
IDS American Express August 1988 - October 1989
Skills
ERISA, Consultative Selling, Marketing Strategy, Project Management, Product Management, Retirement, Series 7, Retirement Planning, 401k, Employee Benefits, Financial Services, Investment Management, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Planning, Securities, Defined Benefit, Defined Contribution, IRAs, Equities, Series 63, Asset Allocation, Wealth Management, Series 65, Investment Advisory, FINRA
Education
The University of Connecticut School of Business 1980 — 1984
B.S. Finance, Finance, Economics, French
Streamline Partners January 2015 - Present
Bank of America Merrill Lynch, Retirement & Benefit Plan Services January 2009 - March 2014
Bank of America Merrill Lynch July 2004 - December 2009
Fidelity Investments, National Financial Services July 2001 - July 2004
Fidelity Investments December 1999 - July 2001
Fidelity Investments Tax Exempt Services Co. June 1996 - November 1999
Fidelity Investments Life Insurance Co. June 1992 - June 1996
Fidelity Investments October 1989 - June 1992
IDS American Express August 1988 - October 1989
Skills
ERISA, Consultative Selling, Marketing Strategy, Project Management, Product Management, Retirement, Series 7, Retirement Planning, 401k, Employee Benefits, Financial Services, Investment Management, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Planning, Securities, Defined Benefit, Defined Contribution, IRAs, Equities, Series 63, Asset Allocation, Wealth Management, Series 65, Investment Advisory, FINRA
Education
The University of Connecticut School of Business 1980 — 1984
B.S. Finance, Finance, Economics, French
Ryan Callas, CFP®'s Fidelity Investments Experience July 2012 - Present
Job Vice President/Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments September 2010 - June 2012
Fidelity Investments October 2009 - August 2010
Fidelity Investments June 2008 - September 2009
Skills
Series 7, Series 66, Series 63, Certified Financial...
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, magna cum laude, Finance
Fidelity Investments July 2012 - Present
Fidelity Investments September 2010 - June 2012
Fidelity Investments October 2009 - August 2010
Fidelity Investments June 2008 - September 2009
Skills
Series 7, Series 66, Series 63, Certified Financial...
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science in Business Administration, magna cum laude, Finance
Eugene Weinstein MBA, CFP® Eugene Weinstein MBA, CFP®'s Fidelity Investments Experience September 2007 - January 2013
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Fidelity Investments September 2007 - January 2013
Education
The University of Dallas 2008 — 2012
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Dallas 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. January 2013 - Present
Fidelity Investments September 2007 - January 2013
Education
The University of Dallas 2008 — 2012
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Dallas 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
James A. Lopez James A. Lopez's Fidelity Investments Experience July 2012 - January 2013
Job Solutions Consultant at BPI Technologies
Industry Computer Software
Experience
BPI Technologies January 2013 - Present
Fidelity Investments July 2012 - January 2013
HEB September 2010 - January 2013
HEB August 2007 - September 2010
University of Dallas September 2009 - December 2009
GameStop July 2006 - August 2007
Skills
Series 7, Series 63, Customer Service, Microsoft Office, PowerPoint, Critical Thinking, Facebook, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Time Management, Inventory Management, Creative Writing
Education
The University of Dallas 2008 — 2012
Business Leadership, Business, Pre-Law
BPI Technologies January 2013 - Present
Fidelity Investments July 2012 - January 2013
HEB September 2010 - January 2013
HEB August 2007 - September 2010
University of Dallas September 2009 - December 2009
GameStop July 2006 - August 2007
Skills
Series 7, Series 63, Customer Service, Microsoft Office, PowerPoint, Critical Thinking, Facebook, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Time Management, Inventory Management, Creative Writing
Education
The University of Dallas 2008 — 2012
Business Leadership, Business, Pre-Law
Allison MacLeod, PHR's Fidelity Investments Experience May 2007 - March 2009
Job Benefit Analyst III at Ericsson
Industry Telecommunications
Experience
Ericsson August 2012 - Present
Dean Foods April 2010 - September 2012
Fidelity Investments May 2007 - March 2009
Clark Consulting March 2003 - May 2007
Skills
Financial Analysis, Internal Communications, Employee Relations, Change Management, Process Improvement, Benefits Administration, Employee Benefits, Management, Strategic Planning, Auditing, Accounting, Forecasting, Training, Customer Service, Mergers & Acquisitions, Performance Management
Education
University of North Texas 1994 — 1998
BBA, Finance
The University of Dallas
Ericsson August 2012 - Present
Dean Foods April 2010 - September 2012
Fidelity Investments May 2007 - March 2009
Clark Consulting March 2003 - May 2007
Skills
Financial Analysis, Internal Communications, Employee Relations, Change Management, Process Improvement, Benefits Administration, Employee Benefits, Management, Strategic Planning, Auditing, Accounting, Forecasting, Training, Customer Service, Mergers & Acquisitions, Performance Management
Education
University of North Texas 1994 — 1998
BBA, Finance
The University of Dallas
Natalya Kalchenko Natalya Kalchenko's Fidelity Investments Experience December 2013 - Present
Job Securities Lending Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Ace Hardware January 2009 - February 2011
Mitchell Huffaker, CPA January 2008 - June 2008
Skills
Payroll, General Ledger, Accounts Receivable, Accounting, QuickBooks, Financial Statements, Journal Entries, Data Entry, Bank Reconciliation, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets
Education
The University of Dallas
Master''s of Science in Accounting, Accounting
Fidelity Investments December 2013 - Present
Ace Hardware January 2009 - February 2011
Mitchell Huffaker, CPA January 2008 - June 2008
Skills
Payroll, General Ledger, Accounts Receivable, Accounting, QuickBooks, Financial Statements, Journal Entries, Data Entry, Bank Reconciliation, Microsoft Excel, Account Reconciliation, Microsoft Office, Budgets
Education
The University of Dallas
Master''s of Science in Accounting, Accounting
Kyle Hackler Kyle Hackler's Fidelity Investments Experience September 1999 - January 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Fidelity Investments September 1999 - January 2012
Skills
Series 7
Education
The University of Dallas
MBA, Corporate Finance
University of Texas at Tyler
BAAS, Technology Management
Merrill Lynch January 2012 - Present
Fidelity Investments September 1999 - January 2012
Skills
Series 7
Education
The University of Dallas
MBA, Corporate Finance
University of Texas at Tyler
BAAS, Technology Management
Yaneth Navarro, MBA's Fidelity Investments Experience March 2015 - Present
Job Financial Associate II Bilingual at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - Present
Sprint Nextel May 1999 - May 2012
Celumovil May 1994 - June 1996
Skills
Bilingual Proficiency, Payroll, Compliance, Customer Service, Conflict Management, Interpersonal..., International Trade, Human Resources, Leave of Absence..., Time & Attendance, PeopleSoft, Spanish, Corporate Finance, Import Export, Logistic Support, Employee Benefits, Training, Leadership, Management, Customer Satisfaction, Team Building
Education
The University of Dallas 2007 — 2012
Master of Business Administration (M.B.A.), Busines Administration, 3.4
Universidad Autonoma Del Caribe 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.4
Fidelity Investments March 2015 - Present
Fidelity Investments May 2013 - Present
Sprint Nextel May 1999 - May 2012
Celumovil May 1994 - June 1996
Skills
Bilingual Proficiency, Payroll, Compliance, Customer Service, Conflict Management, Interpersonal..., International Trade, Human Resources, Leave of Absence..., Time & Attendance, PeopleSoft, Spanish, Corporate Finance, Import Export, Logistic Support, Employee Benefits, Training, Leadership, Management, Customer Satisfaction, Team Building
Education
The University of Dallas 2007 — 2012
Master of Business Administration (M.B.A.), Busines Administration, 3.4
Universidad Autonoma Del Caribe 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.4
Thomas Greuling Thomas Greuling's Fidelity Investments Experience January 2005 - Present
Job Vice President, Retirement Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Fidelity Investments February 2004 - January 2005
Fidelity Investments May 2000 - February 2004
Fidelity Investments April 1998 - May 2000
Skills
Contract Negotiation, Extensive knowledge of..., Equity and Fixed Income..., Sales process expert., Defined Contribution, 401k
Education
The University of Dallas 2000 — 2003
MBA, Corporate Finance
The University of Dallas 1992 — 1996
BA, German Literature
Duncanville HS 1988 — 1992
Fidelity Investments January 2005 - Present
Fidelity Investments February 2004 - January 2005
Fidelity Investments May 2000 - February 2004
Fidelity Investments April 1998 - May 2000
Skills
Contract Negotiation, Extensive knowledge of..., Equity and Fixed Income..., Sales process expert., Defined Contribution, 401k
Education
The University of Dallas 2000 — 2003
MBA, Corporate Finance
The University of Dallas 1992 — 1996
BA, German Literature
Duncanville HS 1988 — 1992
Justin Clerc's Fidelity Investments Experience June 2007 - July 2008
Job Corporate IT Communications at Emerson
Industry Public Relations and Communications
Experience
Emerson September 2014 - Present
Billiken Angels Network February 2014 - August 2014
Mercury Labs August 2008 - August 2014
AdSaint January 2010 - December 2013
Small Business Week of Eastern Missouri October 2009 - 2011
Fidelity Investments June 2007 - July 2008
DBI Associates January 2006 - June 2007
Skills
Press Releases, Strategic Communications, Public Relations, Social Media, Blogging, Marketing, Strategy, Video Production, Corporate Communications, Writing, Internal Communications, Entrepreneurship, Media Relations, Account Management, Communications Planning, Social Networking, Marketing Communications, Microsoft Office, Advertising, Online Marketing, Video, Market Research, Brand Management, Research, Copywriting, Marketing Strategy, Management, Digital Media, Integrated Marketing, Digital Marketing, Interviews, Time Management, Brand Development, Digital Strategy, Content Strategy, Facebook, SEO, Email Marketing, Start-ups, Team Leadership, Higher Education..., Educational Leadership, Team Building
Education
The University of Dallas 2003 — 2007
BA, Economics
SLUH
Emerson September 2014 - Present
Billiken Angels Network February 2014 - August 2014
Mercury Labs August 2008 - August 2014
AdSaint January 2010 - December 2013
Small Business Week of Eastern Missouri October 2009 - 2011
Fidelity Investments June 2007 - July 2008
DBI Associates January 2006 - June 2007
Skills
Press Releases, Strategic Communications, Public Relations, Social Media, Blogging, Marketing, Strategy, Video Production, Corporate Communications, Writing, Internal Communications, Entrepreneurship, Media Relations, Account Management, Communications Planning, Social Networking, Marketing Communications, Microsoft Office, Advertising, Online Marketing, Video, Market Research, Brand Management, Research, Copywriting, Marketing Strategy, Management, Digital Media, Integrated Marketing, Digital Marketing, Interviews, Time Management, Brand Development, Digital Strategy, Content Strategy, Facebook, SEO, Email Marketing, Start-ups, Team Leadership, Higher Education..., Educational Leadership, Team Building
Education
The University of Dallas 2003 — 2007
BA, Economics
SLUH
Michael Benoit Michael Benoit's Fidelity Investments Experience December 2014 - Present
Job Electronic Response Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments May 2013 - December 2013
The Heritage Foundation September 2012 - December 2012
U.S. House of Representatives July 2011 - August 2011
U.S. House of Representatives May 2011 - July 2011
Education
The University of Dallas 2008 — 2012
Bachelor's Degree, Philosophy, 3.67
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
Fidelity Investments May 2013 - December 2013
The Heritage Foundation September 2012 - December 2012
U.S. House of Representatives July 2011 - August 2011
U.S. House of Representatives May 2011 - July 2011
Education
The University of Dallas 2008 — 2012
Bachelor's Degree, Philosophy, 3.67
Judy Benavides, SPHR Judy Benavides, SPHR's Fidelity Investments Experience November 2002 - September 2006
Job HR Business Partner at Raytheon
Industry Human Resources
Experience
Raytheon March 2012 - Present
CoreLogic June 2009 - March 2012
Placemark Investments September 2006 - May 2009
Fidelity Investments November 2002 - September 2006
Fidelity Investments September 1998 - November 2002
Self-employed April 1996 - August 1998
Fidelity Investments May 1990 - April 1996
Skills
Succession Planning, Employee Relations, Leadership Development, Leadership, Organizational..., Change Management, Team Building, MBTI, Talent Development
Education
The University of Dallas
MBA, Human Resources Management
The University of Dallas
BA, Psychology and Education
Raytheon March 2012 - Present
CoreLogic June 2009 - March 2012
Placemark Investments September 2006 - May 2009
Fidelity Investments November 2002 - September 2006
Fidelity Investments September 1998 - November 2002
Self-employed April 1996 - August 1998
Fidelity Investments May 1990 - April 1996
Skills
Succession Planning, Employee Relations, Leadership Development, Leadership, Organizational..., Change Management, Team Building, MBTI, Talent Development
Education
The University of Dallas
MBA, Human Resources Management
The University of Dallas
BA, Psychology and Education
Michael Helal Michael Helal's Fidelity Investments Experience June 1993 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1993 - Present
Skills
Series 7, Series 63, General Insurance, Certified Financial...
Education
The University of Dallas 1995 — 1997
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Fidelity Investments June 1993 - Present
Skills
Series 7, Series 63, General Insurance, Certified Financial...
Education
The University of Dallas 1995 — 1997
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Nicholas Rohlfing's Fidelity Investments Experience August 2012 - February 2013
Job Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley -- Graystone Consulting February 2013 - June 2015
Fidelity Investments August 2012 - February 2013
Simon Pearce May 2011 - March 2012
New England Classical Academy August 2009 - June 2011
Skills
Editing, Higher Education, Teaching, Public Speaking, Research, Customer Service, Customer Experience, Customer Oriented, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Office Administration, DAX, Employee Training, Sales
Education
The University of Dallas 2008 — 2010
MA, English
The Thomas More College of Liberal Arts 2004 — 2008
B.A., Literature
Morgan Stanley June 2015 - Present
Morgan Stanley -- Graystone Consulting February 2013 - June 2015
Fidelity Investments August 2012 - February 2013
Simon Pearce May 2011 - March 2012
New England Classical Academy August 2009 - June 2011
Skills
Editing, Higher Education, Teaching, Public Speaking, Research, Customer Service, Customer Experience, Customer Oriented, Team Leadership, Team Management, Team-oriented, Cross-functional Team..., Office Administration, DAX, Employee Training, Sales
Education
The University of Dallas 2008 — 2010
MA, English
The Thomas More College of Liberal Arts 2004 — 2008
B.A., Literature
Wanda Ford Wanda Ford's Fidelity Investments Experience December 2012 - Present
Job Senior Legal Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Skills
Operations Management, Project Management, Analysis, Business Analysis, Business Process..., Business Intelligence, Process Improvement, Cross-functional Team..., Requirements Analysis, Requirements Gathering, Visio, MS Project, Software Project..., SharePoint, IT Strategy, Vendor Management
Education
University of California, Irvine 2015 — 2015
Business Analysis
SMU 2009 — 2009
Graduate Certificate, Business Intelligence
The University of Dallas 2004 — 2006
MBA, Project Management
The University of Texas at Arlington 1991 — 1996
BA, Production and Operations Management
Fidelity Investments December 2012 - Present
Skills
Operations Management, Project Management, Analysis, Business Analysis, Business Process..., Business Intelligence, Process Improvement, Cross-functional Team..., Requirements Analysis, Requirements Gathering, Visio, MS Project, Software Project..., SharePoint, IT Strategy, Vendor Management
Education
University of California, Irvine 2015 — 2015
Business Analysis
SMU 2009 — 2009
Graduate Certificate, Business Intelligence
The University of Dallas 2004 — 2006
MBA, Project Management
The University of Texas at Arlington 1991 — 1996
BA, Production and Operations Management
G.T. Barvick G.T. Barvick's Fidelity Investments Experience June 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments November 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - October 2011
University of Dallas May 2010 - June 2011
Kirsch and Associates June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance
Education
Park University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Dallas 2007 — 2011
Bachelor of Arts, Economics/English
Fidelity Investments June 2014 - Present
Fidelity Investments November 2011 - Present
Signature Financial Partners, LLC a member of John Hancock Financial Network June 2011 - October 2011
University of Dallas May 2010 - June 2011
Kirsch and Associates June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Insurance
Education
Park University 2013 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Dallas 2007 — 2011
Bachelor of Arts, Economics/English
Jay Pehr Jay Pehr's Fidelity Investments Experience July 2009 - October 2010
Job Sr Mgr Parts Cost Management and Strategy at Lenovo
Industry Information Technology and Services
Experience
Lenovo July 2013 - Present
Lenovo August 2011 - July 2013
RTI International February 2011 - August 2011
Fidelity Investments July 2009 - October 2010
Fidelity Investments March 2007 - July 2009
Fidelity Investments September 2006 - March 2007
Stream September 2002 - September 2006
Fidelity Investments March 1998 - September 2002
Sprint PCS December 1996 - March 1998
Skills
Project Management, Vendor Management, Program Management, Business Analysis, Cross-functional Team..., Outsourcing, Business Process..., Call Center, Software Project..., Visio, Project Portfolio..., PMO, Requirements Gathering, CRM, Relationship Management, Business Networking, Call Centers, Management, Telecommunications, ITIL, Team Leadership, Quality Assurance, Analysis, Service Delivery, Budgets, Mergers & Acquisitions, Integration, IT Service Management, Business Intelligence, Operations Management, Software Documentation, Team Management, Strategy, Business Process, Information Technology
Education
The University of Dallas 1991 — 1997
MBA
University of Tulsa 1986 — 1990
BS/BA
Lenovo July 2013 - Present
Lenovo August 2011 - July 2013
RTI International February 2011 - August 2011
Fidelity Investments July 2009 - October 2010
Fidelity Investments March 2007 - July 2009
Fidelity Investments September 2006 - March 2007
Stream September 2002 - September 2006
Fidelity Investments March 1998 - September 2002
Sprint PCS December 1996 - March 1998
Skills
Project Management, Vendor Management, Program Management, Business Analysis, Cross-functional Team..., Outsourcing, Business Process..., Call Center, Software Project..., Visio, Project Portfolio..., PMO, Requirements Gathering, CRM, Relationship Management, Business Networking, Call Centers, Management, Telecommunications, ITIL, Team Leadership, Quality Assurance, Analysis, Service Delivery, Budgets, Mergers & Acquisitions, Integration, IT Service Management, Business Intelligence, Operations Management, Software Documentation, Team Management, Strategy, Business Process, Information Technology
Education
The University of Dallas 1991 — 1997
MBA
University of Tulsa 1986 — 1990
BS/BA
Michael J. Barry Michael J. Barry's Fidelity Investments Experience 1996 - 2002
Job Director of Strategic Communications at ASQ
Industry Nonprofit Organization Management
Experience
ASQ January 2015 - Present
ASQ May 2012 - January 2015
American Dental Association December 2004 - April 2012
IdiomasRuge August 2002 - October 2003
Fidelity Investments 1996 - 2002
U.S. Chamber of Commerce January 1995 - May 1995
Skills
Internal Communications, Creative Writing, Presentation Development, Trade Show Management, Budgeting, Customer Service, Process Improvement, Microsoft Office, Negotiation, Vendor Management, Writing, Marketing Communications, Strategy Development, Strategy, Trade Shows, Budgets, Program Management, Leadership, Social Media Marketing, Public Relations, Social Media, Sales, Start-ups, Training, Event Planning, Strategic Planning, Social Networking, Marketing, Marketing Strategy, Nonprofits, Strategic Communications, Fundraising, Corporate Communications, Newsletters, Public Speaking, Event Management, Team Building, Web Content Management, Management, Organizational..., Copywriting, Time Management, Integrated Marketing, Project Management, Crisis Communications, Media Relations, Editing, World Quality Month, Publishing, Press Releases
Education
The University of Dallas 1999 — 2001
MBA, International Management (Marketing Concentration)
The University of Dallas 1992 — 1996
B.A., Economics (Concentration in Foreign Languages)
ASQ January 2015 - Present
ASQ May 2012 - January 2015
American Dental Association December 2004 - April 2012
IdiomasRuge August 2002 - October 2003
Fidelity Investments 1996 - 2002
U.S. Chamber of Commerce January 1995 - May 1995
Skills
Internal Communications, Creative Writing, Presentation Development, Trade Show Management, Budgeting, Customer Service, Process Improvement, Microsoft Office, Negotiation, Vendor Management, Writing, Marketing Communications, Strategy Development, Strategy, Trade Shows, Budgets, Program Management, Leadership, Social Media Marketing, Public Relations, Social Media, Sales, Start-ups, Training, Event Planning, Strategic Planning, Social Networking, Marketing, Marketing Strategy, Nonprofits, Strategic Communications, Fundraising, Corporate Communications, Newsletters, Public Speaking, Event Management, Team Building, Web Content Management, Management, Organizational..., Copywriting, Time Management, Integrated Marketing, Project Management, Crisis Communications, Media Relations, Editing, World Quality Month, Publishing, Press Releases
Education
The University of Dallas 1999 — 2001
MBA, International Management (Marketing Concentration)
The University of Dallas 1992 — 1996
B.A., Economics (Concentration in Foreign Languages)
Eric B. Welch, MBA's Fidelity Investments Experience October 2004 - December 2008
Job Optimum Consulting Managing Partner & Founder
Industry Management Consulting
Experience
Optimum Small Business Consultants April 2015 - Present
LearningRx June 2011 - Present
Associa September 2009 - June 2011
Ulichnie Consulting February 2009 - August 2009
Fidelity Investments October 2004 - December 2008
Regis University January 2004 - December 2008
Fidelity Investments September 1998 - October 2004
Skills
Social Media, Process Improvement, Project Management, Program Management, Vendor Management, Business Analysis, Strategic Planning, SDLC, Team Building, Change Management, IT Strategy, Leadership, Team Leadership, Management Consulting, Training, Management, Budgets, Business Strategy, Coaching, Leadership Development, Analysis, Strategy, Project Planning, Disaster Recovery, IT Management, Enterprise Software, Software Documentation, Data Center, Operations Management, Cross-functional Team..., Consulting
Education
The University of Dallas 1999 — 2001
MBA, IT Management & e-Business
The University of Texas at El Paso 1988 — 1992
BBA, Management Information Systems
Optimum Small Business Consultants April 2015 - Present
LearningRx June 2011 - Present
Associa September 2009 - June 2011
Ulichnie Consulting February 2009 - August 2009
Fidelity Investments October 2004 - December 2008
Regis University January 2004 - December 2008
Fidelity Investments September 1998 - October 2004
Skills
Social Media, Process Improvement, Project Management, Program Management, Vendor Management, Business Analysis, Strategic Planning, SDLC, Team Building, Change Management, IT Strategy, Leadership, Team Leadership, Management Consulting, Training, Management, Budgets, Business Strategy, Coaching, Leadership Development, Analysis, Strategy, Project Planning, Disaster Recovery, IT Management, Enterprise Software, Software Documentation, Data Center, Operations Management, Cross-functional Team..., Consulting
Education
The University of Dallas 1999 — 2001
MBA, IT Management & e-Business
The University of Texas at El Paso 1988 — 1992
BBA, Management Information Systems
Mike Giehl Mike Giehl's Fidelity Investments Experience 2004 - 2009
Job Director of Sales; National Account Acquisitions; B2B/B2C Sales; Operations
Industry Recreational Facilities and Services
Experience
fun abounds July 2014 - Present
Rainbow Turf Products September 2013 - May 2014
The Park and Facilities Catalog November 2012 - September 2013
Freenotes Harmony Park 2009 - October 2012
Fidelity Investments 2004 - 2009
CCH, a part of Wolters Kluwer 1999 - 2003
AutoNation 1998 - 1999
Tripp Scott, P.A. 1996 - 1998
Skills
Sales Operations, CRM, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Financial Analysis, Microsoft Excel, Direct Sales, Sales, Sales Management, Operations Management, Salesforce.com, Business Planning, Executive Management, Management, Forecasting, Marketing, Recruiting, Enterprise Software, Retail, Sales Process, Financial Reporting, Financial Forecasting, Financial Advisory, Sales Presentations, Sales Plan, Business Strategy, Distribution Strategies, Manufacturing..., Manufacturing Operations, B2B, Business Development, Budgets, Customer Satisfaction, Mergers & Acquisitions, Coaching, Cold Calling, Daily Operations, Newsletters, Key Account Management, Key Account Development, Key Performance..., Customer Service, Customer Retention, Account Management, Sales Prospecting, Team Building, New Business Development, Financial Services
Education
The University of Dallas 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia Institute 1995 — 1996
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
University of New Hampshire 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
fun abounds July 2014 - Present
Rainbow Turf Products September 2013 - May 2014
The Park and Facilities Catalog November 2012 - September 2013
Freenotes Harmony Park 2009 - October 2012
Fidelity Investments 2004 - 2009
CCH, a part of Wolters Kluwer 1999 - 2003
AutoNation 1998 - 1999
Tripp Scott, P.A. 1996 - 1998
Skills
Sales Operations, CRM, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Financial Analysis, Microsoft Excel, Direct Sales, Sales, Sales Management, Operations Management, Salesforce.com, Business Planning, Executive Management, Management, Forecasting, Marketing, Recruiting, Enterprise Software, Retail, Sales Process, Financial Reporting, Financial Forecasting, Financial Advisory, Sales Presentations, Sales Plan, Business Strategy, Distribution Strategies, Manufacturing..., Manufacturing Operations, B2B, Business Development, Budgets, Customer Satisfaction, Mergers & Acquisitions, Coaching, Cold Calling, Daily Operations, Newsletters, Key Account Management, Key Account Development, Key Performance..., Customer Service, Customer Retention, Account Management, Sales Prospecting, Team Building, New Business Development, Financial Services
Education
The University of Dallas 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia Institute 1995 — 1996
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
University of New Hampshire 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Rich Toner Rich Toner's Fidelity Investments Experience May 2014 - Present
Job Portfolio Advisory Service Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments August 2012 - December 2012
Fidelity Investments February 2012 - August 2012
Fidelity Investments June 2011 - February 2012
Edward Jones March 2009 - February 2011
Pequabuck Golf Club March 1997 - January 2009
Skills
Investments, Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Strategies, Securities, Strategic Financial..., Investment Advisory, IRAs, ETFs
Education
The University of Connecticut 1982 — 1986
BS Finance, Finance
The University of Connecticut School of Business 1982 — 1986
Bachelor of Science (B.S.), Finance
Fidelity Investments May 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments August 2012 - December 2012
Fidelity Investments February 2012 - August 2012
Fidelity Investments June 2011 - February 2012
Edward Jones March 2009 - February 2011
Pequabuck Golf Club March 1997 - January 2009
Skills
Investments, Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Asset Allocation, Investment Strategies, Securities, Strategic Financial..., Investment Advisory, IRAs, ETFs
Education
The University of Connecticut 1982 — 1986
BS Finance, Finance
The University of Connecticut School of Business 1982 — 1986
Bachelor of Science (B.S.), Finance
Jodi Lemons Jodi Lemons's Fidelity Investments Experience August 2001 - March 2007
Job Account Manager at Markit NA
Industry Financial Services
Experience
Markit NA March 2007 - Present
Fidelity Investments August 2001 - March 2007
Skills
Account Management, Team Building, Financial Services, Relationship Management, Investments, Portfolio Management, Securities
Education
The University of Dallas 2001 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Arlington 1997 — 1999
Bachelor of Business Administration (BBA), Finance, General
Markit NA March 2007 - Present
Fidelity Investments August 2001 - March 2007
Skills
Account Management, Team Building, Financial Services, Relationship Management, Investments, Portfolio Management, Securities
Education
The University of Dallas 2001 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Arlington 1997 — 1999
Bachelor of Business Administration (BBA), Finance, General
Kristin MacDougall Sullivan Kristin MacDougall Sullivan's Fidelity Investments Experience July 2008 - July 2009
Job Associate at Day Pitney LLP
Industry Law Practice
Experience
Day Pitney LLP September 2012 - Present
Edwards Wildman Palmer LLP January 2012 - May 2012
Montpelier Reinsurance Holdings Ltd January 2011 - April 2012
Department of Justice January 2011 - May 2011
United States Department of State June 2010 - August 2010
Fidelity Investments July 2008 - July 2009
Skills
Legal Writing, Legal Research, Westlaw, Immigration Law, Litigation, International Law, Corporate Law, Civil Litigation, Commercial Litigation, Mediation, Courts, Employment Law
Education
The University of Connecticut School of Law 2010 — 2012
J.D., International Law, Highest Honors
University of Rhode Island 2004 — 2008
B.S., International Business, Honors Program
Day Pitney LLP September 2012 - Present
Edwards Wildman Palmer LLP January 2012 - May 2012
Montpelier Reinsurance Holdings Ltd January 2011 - April 2012
Department of Justice January 2011 - May 2011
United States Department of State June 2010 - August 2010
Fidelity Investments July 2008 - July 2009
Skills
Legal Writing, Legal Research, Westlaw, Immigration Law, Litigation, International Law, Corporate Law, Civil Litigation, Commercial Litigation, Mediation, Courts, Employment Law
Education
The University of Connecticut School of Law 2010 — 2012
J.D., International Law, Highest Honors
University of Rhode Island 2004 — 2008
B.S., International Business, Honors Program
Rebecca Johnson, MBA Rebecca Johnson, MBA's Fidelity Investments Experience October 1993 - July 2004
Job Marketing and Communication Consulting | Project Management | Print Management | Writing and Editing
Industry Information Services
Experience
Strategic Media and Messaging August 2010 - Present
Kimberly-Clark May 2008 - July 2010
JCPenney November 2006 - April 2008
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2006 - September 2007
Fidelity Investments October 1993 - July 2004
Micrografx November 1990 - August 1992
Texas Instruments May 1984 - May 1990
Skills
Internal Communications, Communications Strategy, Promotions, Advertising, Newsletters, Health & Welfare..., 401(k) and Pension..., Point of Purchase, Communication, Strategic Communications, Marketing, Corporate Communications, Writing and Editing, Editing, Crisis Communications, Employee Benefits, Strategy, Change Management, Leadership, Marketing Communications, Social Media, Entrepreneurship, Research, Project Management, Management, Team Building, Process Improvement, Sales, Event Management, Training, Direct Marketing, Fundraising, Public Relations, Marketing Management, Blogging, Budgets, Analysis, Human Resources, Social Networking, Social Media Marketing, Media Relations, Press Releases, Communication Training, Copywriting, Communications Planning, Integrated Marketing, Online Marketing, Content Management, Speech Writing, Web Content
Education
The University of Dallas 1998 — 2004
MBA, Financial Services & e-Commerce, 3.8/4.0 Scale
University of Arkansas at Fayetteville 1978 — 1983
BS, Marketing & Accounting, 3.9/4.0 Scale
Strategic Media and Messaging August 2010 - Present
Kimberly-Clark May 2008 - July 2010
JCPenney November 2006 - April 2008
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2006 - September 2007
Fidelity Investments October 1993 - July 2004
Micrografx November 1990 - August 1992
Texas Instruments May 1984 - May 1990
Skills
Internal Communications, Communications Strategy, Promotions, Advertising, Newsletters, Health & Welfare..., 401(k) and Pension..., Point of Purchase, Communication, Strategic Communications, Marketing, Corporate Communications, Writing and Editing, Editing, Crisis Communications, Employee Benefits, Strategy, Change Management, Leadership, Marketing Communications, Social Media, Entrepreneurship, Research, Project Management, Management, Team Building, Process Improvement, Sales, Event Management, Training, Direct Marketing, Fundraising, Public Relations, Marketing Management, Blogging, Budgets, Analysis, Human Resources, Social Networking, Social Media Marketing, Media Relations, Press Releases, Communication Training, Copywriting, Communications Planning, Integrated Marketing, Online Marketing, Content Management, Speech Writing, Web Content
Education
The University of Dallas 1998 — 2004
MBA, Financial Services & e-Commerce, 3.8/4.0 Scale
University of Arkansas at Fayetteville 1978 — 1983
BS, Marketing & Accounting, 3.9/4.0 Scale
Edward Motherway Edward Motherway's Fidelity Investments Experience 2005 - 2009
Job Vice President, Head of Operations, Consumer Division at Aetna
Industry Insurance
Experience
Aetna March 2015 - Present
Deloitte November 2013 - February 2015
Cognizant Technology Solutions January 2010 - October 2013
Greenfield Hill Partners 2009 - 2010
Fidelity Investments 2005 - 2009
ING 2002 - 2005
ING 2000 - 2002
American Management Systems 1998 - 2000
United States Marine Corps 1989 - 2000
Benefits Access, Cigna 1997 - 1998
Education
The University of Connecticut School of Business 1996 — 1998
MBA, Finance
University of Massachusetts, Amherst 1985 — 1989
BA, Political Science
B.C. High 1983 — 1985
Fairfield Prep 1981 — 1983
Aetna March 2015 - Present
Deloitte November 2013 - February 2015
Cognizant Technology Solutions January 2010 - October 2013
Greenfield Hill Partners 2009 - 2010
Fidelity Investments 2005 - 2009
ING 2002 - 2005
ING 2000 - 2002
American Management Systems 1998 - 2000
United States Marine Corps 1989 - 2000
Benefits Access, Cigna 1997 - 1998
Education
The University of Connecticut School of Business 1996 — 1998
MBA, Finance
University of Massachusetts, Amherst 1985 — 1989
BA, Political Science
B.C. High 1983 — 1985
Fairfield Prep 1981 — 1983
David Kettlewell David Kettlewell's Fidelity Investments Experience January 2013 - March 2015
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC March 2015 - Present
Fidelity Investments January 2013 - March 2015
SeaBright Insurance Company October 2011 - January 2013
AIG October 2009 - November 2010
AIG 2007 - 2009
AIG 2003 - 2007
Fidelity Investments August 1996 - April 2003
Education
The University of Dallas 1999 — 2002
MBA
University of North Texas 1995 — 1998
BBA
J.P. Morgan Securities LLC March 2015 - Present
Fidelity Investments January 2013 - March 2015
SeaBright Insurance Company October 2011 - January 2013
AIG October 2009 - November 2010
AIG 2007 - 2009
AIG 2003 - 2007
Fidelity Investments August 1996 - April 2003
Education
The University of Dallas 1999 — 2002
MBA
University of North Texas 1995 — 1998
BBA
Heather Carlson Heather Carlson's Fidelity Investments Experience January 2001 - May 2009
Job Cross Sell Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2011 - Present
TD Ameritrade May 2009 - July 2011
Fidelity Investments January 2001 - May 2009
Education
The University of Dallas 2003 — 2008
Master of Business Administration (M.B.A.)
The University of Dallas 1996 — 2000
Bachelor of Arts (B.A.), Politics
TD Ameritrade July 2011 - Present
TD Ameritrade May 2009 - July 2011
Fidelity Investments January 2001 - May 2009
Education
The University of Dallas 2003 — 2008
Master of Business Administration (M.B.A.)
The University of Dallas 1996 — 2000
Bachelor of Arts (B.A.), Politics
Joseph Guthrie Joseph Guthrie's Fidelity Investments Experience May 2005 - September 2012
Job Experienced Financial Representative
Industry Financial Services
Experience
Fidelity Investments May 2005 - September 2012
Fidelity Investments May 2004 - May 2005
Fidelity Investments April 2000 - May 2004
Fidelity Investments July 1998 - April 2000
City National Bank of Baton Rouge June 1997 - July 1998
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Retirement, Series 6, Uniform Combined State..., 401k, Investments, IRAs, Securities, Wealth Management, Asset Allocation, Wealth Accumulation, 401k Rollovers, Roth IRA
Education
The University of Dallas
M.B.A, Corporate Finance
University of Mississippi, University
B.B.A, Managerial Finance
Fidelity Investments May 2005 - September 2012
Fidelity Investments May 2004 - May 2005
Fidelity Investments April 2000 - May 2004
Fidelity Investments July 1998 - April 2000
City National Bank of Baton Rouge June 1997 - July 1998
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Retirement, Series 6, Uniform Combined State..., 401k, Investments, IRAs, Securities, Wealth Management, Asset Allocation, Wealth Accumulation, 401k Rollovers, Roth IRA
Education
The University of Dallas
M.B.A, Corporate Finance
University of Mississippi, University
B.B.A, Managerial Finance
Alonso Amaya's Fidelity Investments Experience March 2010 - Present
Job Vice President/Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments March 2006 - March 2010
Fidelity Investments March 1999 - February 2006
Fidelity Investments September 1997 - February 1999
Skills
Bilingual-Spanish, Negotiation, Territory Development, Spanish, Series 6, Investments, Sales Process, 401k, Defined Contribution, Financial Services, Pensions, Relationship Management, Retirement, Retirement Planning, Sales, Selling, Series 63, Series 7
Education
The University of Dallas 1998 — 2000
MBA, Business/Information Technology
The University of Dallas 1992 — 1996
BA, Political Philosophy
Fidelity Investments March 2010 - Present
Fidelity Investments March 2006 - March 2010
Fidelity Investments March 1999 - February 2006
Fidelity Investments September 1997 - February 1999
Skills
Bilingual-Spanish, Negotiation, Territory Development, Spanish, Series 6, Investments, Sales Process, 401k, Defined Contribution, Financial Services, Pensions, Relationship Management, Retirement, Retirement Planning, Sales, Selling, Series 63, Series 7
Education
The University of Dallas 1998 — 2000
MBA, Business/Information Technology
The University of Dallas 1992 — 1996
BA, Political Philosophy
Larry Montoux's Fidelity Investments Experience 1993 - 1997
Job Director of IT Risk and Data Security at Legacy Texas Bank
Industry Banking
Experience
Legacy Texas Bank October 2010 - Present
G6 Hospitality LLC May 2008 - October 2010
Weaver and Tidwell 2007 - 2008
Citigroup 2005 - 2007
Deloitte 2004 - 2005
Fidelity Information Services 2003 - 2004
Alliance Data 1997 - 2003
Fidelity Investments 1993 - 1997
jcpenney 1988 - 1993
Skills
CISSP, CISA, NSA-IAM, IT Audit, Information Security, Data Security, Vulnerability Management, Sarbanes-Oxley Act, Security, Governance, Risk Management, ITIL, Information Technology, Business Continuity..., Financial Risk, Business Continuity, Disaster Recovery
Education
University of North Texas 1987 — 1990
BBA
The University of Dallas
Information Assurance
Legacy Texas Bank October 2010 - Present
G6 Hospitality LLC May 2008 - October 2010
Weaver and Tidwell 2007 - 2008
Citigroup 2005 - 2007
Deloitte 2004 - 2005
Fidelity Information Services 2003 - 2004
Alliance Data 1997 - 2003
Fidelity Investments 1993 - 1997
jcpenney 1988 - 1993
Skills
CISSP, CISA, NSA-IAM, IT Audit, Information Security, Data Security, Vulnerability Management, Sarbanes-Oxley Act, Security, Governance, Risk Management, ITIL, Information Technology, Business Continuity..., Financial Risk, Business Continuity, Disaster Recovery
Education
University of North Texas 1987 — 1990
BBA
The University of Dallas
Information Assurance
Omar Benmansour, CFP® Omar Benmansour, CFP®'s Fidelity Investments Experience August 2013 - Present
Job Fixed Income Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments May 2012 - August 2013
Fidelity Investments September 2011 - April 2012
Bank of America April 2009 - September 2011
Banc of America Investment Services September 2008 - March 2009
Bank of America June 2007 - September 2008
Fidelity Investments September 2006 - May 2007
Fidelity Investments November 2005 - August 2006
Bank of America May 2004 - November 2005
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Retail Banking, Mortgage Lending, Banking, Portfolio Management, Financial Services, Credit, Finance, Loans, Fixed Income, Series 63, Investment Strategies, Retirement, CRM, Series 7, Financial Advisory
Education
The University of Dallas 2007 — 2011
M.B.A., Financial Services
The University of Texas at Arlington 1997 — 2000
BBA, Management
Fidelity Investments August 2013 - Present
Fidelity Investments May 2012 - August 2013
Fidelity Investments September 2011 - April 2012
Bank of America April 2009 - September 2011
Banc of America Investment Services September 2008 - March 2009
Bank of America June 2007 - September 2008
Fidelity Investments September 2006 - May 2007
Fidelity Investments November 2005 - August 2006
Bank of America May 2004 - November 2005
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Management, Retail Banking, Mortgage Lending, Banking, Portfolio Management, Financial Services, Credit, Finance, Loans, Fixed Income, Series 63, Investment Strategies, Retirement, CRM, Series 7, Financial Advisory
Education
The University of Dallas 2007 — 2011
M.B.A., Financial Services
The University of Texas at Arlington 1997 — 2000
BBA, Management
Brent Sanders Brent Sanders's Fidelity Investments Experience October 1989 - December 1993
Job COO / Turn Around Specialist
Industry Information Technology and Services
Experience
Novartis Institutes for BioMedical Research March 2008 - Present
AstraZeneca Pharmaceuticals February 2002 - February 2008
AstraZeneca 2002 - February 2008
Netscape Communications May 1997 - September 2001
Stream International January 1994 - May 1997
Fidelity Investments October 1989 - December 1993
Skills
Operations Management, Information Technology, Governance, People Skills, Strategic Financial..., Portfolio Management, Organizational..., Problem Solving, Project Management, Vendor Management, Lifesciences, Strategic Planning, Cross-functional Team..., Budgets, Project Planning, Strategy, Process Improvement, Leadership, Change Management, Program Management, Business Process..., IT Strategy, Project Portfolio...
Education
The University of Dallas 1989 — 1993
Novartis Institutes for BioMedical Research March 2008 - Present
AstraZeneca Pharmaceuticals February 2002 - February 2008
AstraZeneca 2002 - February 2008
Netscape Communications May 1997 - September 2001
Stream International January 1994 - May 1997
Fidelity Investments October 1989 - December 1993
Skills
Operations Management, Information Technology, Governance, People Skills, Strategic Financial..., Portfolio Management, Organizational..., Problem Solving, Project Management, Vendor Management, Lifesciences, Strategic Planning, Cross-functional Team..., Budgets, Project Planning, Strategy, Process Improvement, Leadership, Change Management, Program Management, Business Process..., IT Strategy, Project Portfolio...
Education
The University of Dallas 1989 — 1993
Briza Rebollar's Fidelity Investments Experience June 2013 - Present
Job Senior Fund Accountant Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Texas Trust Credit Union January 2013 - May 2013
Bank of America May 2012 - January 2013
Bank of America June 2008 - May 2012
Skills
Banking, Investment Banking, Cross Selling, Mutual Funds, Branch Banking, Finance, Financial Services, Financial Analysis, Investments, Corporate Finance, Payments, Securities, Internet Banking, Financial Markets, Deposits, Financial Institutions, Retail Banking, Credit Analysis, Microsoft Office, Microsoft Excel, Customer Service, Analysis, Portfolio Management, Financial Modeling, Microsoft Word, Credit, Management, Leadership
Education
The University of Dallas
Master of Science (M.S.), Finance
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Tarrant County College 2008 — 2010
Associate of Arts (A.A.), Business
Fidelity Investments June 2013 - Present
Texas Trust Credit Union January 2013 - May 2013
Bank of America May 2012 - January 2013
Bank of America June 2008 - May 2012
Skills
Banking, Investment Banking, Cross Selling, Mutual Funds, Branch Banking, Finance, Financial Services, Financial Analysis, Investments, Corporate Finance, Payments, Securities, Internet Banking, Financial Markets, Deposits, Financial Institutions, Retail Banking, Credit Analysis, Microsoft Office, Microsoft Excel, Customer Service, Analysis, Portfolio Management, Financial Modeling, Microsoft Word, Credit, Management, Leadership
Education
The University of Dallas
Master of Science (M.S.), Finance
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Tarrant County College 2008 — 2010
Associate of Arts (A.A.), Business
Steven McCarthy, CPA Steven McCarthy, CPA's Fidelity Investments Experience September 2013 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2013 - Present
State Street May 2012 - September 2013
PwC August 2010 - May 2012
PwC June 2009 - August 2009
Skills
GAAP, Audit, Financial Accounting, Accounting, Financial Reporting, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science, Accounting
The Institute at Palazzo Rucellai 2008 — 2008
Fidelity Investments September 2013 - Present
State Street May 2012 - September 2013
PwC August 2010 - May 2012
PwC June 2009 - August 2009
Skills
GAAP, Audit, Financial Accounting, Accounting, Financial Reporting, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science, Accounting
The Institute at Palazzo Rucellai 2008 — 2008
Cathy Tamez Cathy Tamez's Fidelity Investments Experience 2000 - March 2015
Job Account Executive at Lighthouse Financial Group DFW
Industry Financial Services
Experience
Lighthouse Financial Group DFW May 2015 - Present
Fidelity Investments 2000 - March 2015
Celanese 1996 - 2000
Skills
Leadership, Team Building, Asset Management, Retirement Planning, Annuity Sales, Investments, Mutual Funds, Asset Allocation, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities, Public Speaking, Series 7, Series 63, Series 65, Strategic Planning, Process Improvement, Customer Service, Marketing, Finance, Retirement, Analysis, Management, Sales, Insurance, Team Leadership, Microsoft Excel, Microsoft Office, Financial Planning, Financial Analysis, Financial Services, Portfolio Management, Wealth Management, Securities, Risk Management, Microsoft Word, Coaching
Education
The University of Dallas 2003 — 2005
MBA, Financial Services
University of North Texas 1998 — 2000
Bachelor of Arts, Economics, 3.79 GPA
Lighthouse Financial Group DFW May 2015 - Present
Fidelity Investments 2000 - March 2015
Celanese 1996 - 2000
Skills
Leadership, Team Building, Asset Management, Retirement Planning, Annuity Sales, Investments, Mutual Funds, Asset Allocation, 401k, 401k Rollovers, Fixed Annuities, Variable Annuities, Public Speaking, Series 7, Series 63, Series 65, Strategic Planning, Process Improvement, Customer Service, Marketing, Finance, Retirement, Analysis, Management, Sales, Insurance, Team Leadership, Microsoft Excel, Microsoft Office, Financial Planning, Financial Analysis, Financial Services, Portfolio Management, Wealth Management, Securities, Risk Management, Microsoft Word, Coaching
Education
The University of Dallas 2003 — 2005
MBA, Financial Services
University of North Texas 1998 — 2000
Bachelor of Arts, Economics, 3.79 GPA
CATHY CROMER's Fidelity Investments Experience December 1992 - January 2001
Job Owner, PostNet
Industry Printing
Experience
Special Olympics Texas May 2015 - Present
Christian Community Action - Lewisville September 2014 - Present
North Texas Food Bank August 2014 - Present
Wellfirst Sleep Diagnostics 2008 - Present
Fidelity Investments December 1992 - January 2001
Skills
Change Management, Customer Service, Healthcare, Strategic Planning, Team Building, Leadership, Process Improvement, Team Leadership, Vendor Management, Sales, Cross-functional Team..., Project Management, Social Media
Education
The University of Dallas
Bachelor of Arts (B.A.), History
Special Olympics Texas May 2015 - Present
Christian Community Action - Lewisville September 2014 - Present
North Texas Food Bank August 2014 - Present
Wellfirst Sleep Diagnostics 2008 - Present
Fidelity Investments December 1992 - January 2001
Skills
Change Management, Customer Service, Healthcare, Strategic Planning, Team Building, Leadership, Process Improvement, Team Leadership, Vendor Management, Sales, Cross-functional Team..., Project Management, Social Media
Education
The University of Dallas
Bachelor of Arts (B.A.), History
Janice Parker Janice Parker's Fidelity Investments Experience September 1999 - July 2005
Job Project Manager at Women's Foodservice Forum
Industry Nonprofit Organization Management
Experience
Women's Foodservice Forum May 2014 - Present
MPI July 2007 - May 2014
PPAI July 2005 - July 2007
Fidelity Investments September 1999 - July 2005
Skills
Volunteer Management, Non-profits, Meeting Planning, Association Management, Event Planning, Nonprofits, Newsletters, Management, Leadership, Event Management, Social Media, Fundraising, Marketing Communications, Public Relations, Sponsorship, Marketing
Education
The University of Dallas
MBA, Not-for-Profit Management
University of North Texas
BA, Art History
Women's Foodservice Forum May 2014 - Present
MPI July 2007 - May 2014
PPAI July 2005 - July 2007
Fidelity Investments September 1999 - July 2005
Skills
Volunteer Management, Non-profits, Meeting Planning, Association Management, Event Planning, Nonprofits, Newsletters, Management, Leadership, Event Management, Social Media, Fundraising, Marketing Communications, Public Relations, Sponsorship, Marketing
Education
The University of Dallas
MBA, Not-for-Profit Management
University of North Texas
BA, Art History
Matt McManus Matt McManus's Fidelity Investments Experience March 2001 - Present
Job VP, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2001 - Present
Education
The University of Dallas 2010 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska-Lincoln
Economics
Fidelity Investments March 2001 - Present
Education
The University of Dallas 2010 — 2014
Master of Business Administration (MBA), MBA
University of Nebraska-Lincoln
Economics
John Slinker's Fidelity Investments Experience May 2015 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2011 - April 2015
Fidelity Investments April 2013 - December 2014
Fidelity Investments September 2008 - May 2011
Fidelity Investments March 2007 - August 2008
Fidelity Investments March 2004 - March 2007
WM Financial Services April 2003 - March 2004
Wells Fargo June 2002 - May 2003
Merrill Lynch November 1997 - May 2002
Traildust Steakhouse February 1991 - December 1996
Skills
Financial Services, Sales Management, Team Leadership, Series 7, Leadership Development, Series 65, Series 9, Series 10, Negotiation, Management, Leadership, Investments, Sales, Mutual Funds, Series 63, Risk Management, Process Improvement, Customer Service, Securities, Microsoft Excel
Education
The University of Dallas 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
University of North Texas
BBA, Management
Fidelity Investments May 2015 - Present
Fidelity Investments May 2011 - April 2015
Fidelity Investments April 2013 - December 2014
Fidelity Investments September 2008 - May 2011
Fidelity Investments March 2007 - August 2008
Fidelity Investments March 2004 - March 2007
WM Financial Services April 2003 - March 2004
Wells Fargo June 2002 - May 2003
Merrill Lynch November 1997 - May 2002
Traildust Steakhouse February 1991 - December 1996
Skills
Financial Services, Sales Management, Team Leadership, Series 7, Leadership Development, Series 65, Series 9, Series 10, Negotiation, Management, Leadership, Investments, Sales, Mutual Funds, Series 63, Risk Management, Process Improvement, Customer Service, Securities, Microsoft Excel
Education
The University of Dallas 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
University of North Texas
BBA, Management
Monica Smith Monica Smith's Fidelity Investments Experience May 1995 - July 2011
Job Senior Vice President at State Street Corporation
Industry International Trade and Development
Experience
State Street July 2015 - Present
MMSmith Consulting February 2014 - July 2015
Fletcher School at Tufts University November 2011 - July 2013
Fidelity Investments May 1995 - July 2011
Skills
Program Management, Vendor Management, Risk Management, Social Media, Project Management, Business Analysis, Process Improvement, Management Consulting, Data Analysis, Change Management, Cross Cultural..., Global Strategy Planning, International Relations, Project Portfolio..., Organizational..., Leadership, Enterprise Software, IT Strategy, Cross-functional Team..., SDLC, Business Development, Strategy, Start-ups, Management, Outsourcing, Strategic Planning, Financial Services, Software Project..., Business Strategy, Requirements Analysis
Education
Fletcher School, Tufts University 2011 — 2013
Global Masters, International Trade and Development
Freie Universität Berlin 1985 — 1986
German Language and Literature
Vanderbilt University 1983 — 1986
German Language and Literature
The University of Dallas 1976 — 1980
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
State Street July 2015 - Present
MMSmith Consulting February 2014 - July 2015
Fletcher School at Tufts University November 2011 - July 2013
Fidelity Investments May 1995 - July 2011
Skills
Program Management, Vendor Management, Risk Management, Social Media, Project Management, Business Analysis, Process Improvement, Management Consulting, Data Analysis, Change Management, Cross Cultural..., Global Strategy Planning, International Relations, Project Portfolio..., Organizational..., Leadership, Enterprise Software, IT Strategy, Cross-functional Team..., SDLC, Business Development, Strategy, Start-ups, Management, Outsourcing, Strategic Planning, Financial Services, Software Project..., Business Strategy, Requirements Analysis
Education
Fletcher School, Tufts University 2011 — 2013
Global Masters, International Trade and Development
Freie Universität Berlin 1985 — 1986
German Language and Literature
Vanderbilt University 1983 — 1986
German Language and Literature
The University of Dallas 1976 — 1980
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
Derek Yoder Derek Yoder's Fidelity Investments Experience April 2013 - March 2014
Job Private Banking at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments September 2012 - March 2013
University of Dallas August 2010 - May 2012
University of Dallas August 2010 - May 2012
Skills
Research, PowerPoint, Editing, Writing, Client Prospecting, Word
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Biology, Physical Therapy, Humanities
THS
Credit Suisse March 2014 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments September 2012 - March 2013
University of Dallas August 2010 - May 2012
University of Dallas August 2010 - May 2012
Skills
Research, PowerPoint, Editing, Writing, Client Prospecting, Word
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Biology, Physical Therapy, Humanities
THS
Catherine Piescik Catherine Piescik's Fidelity Investments Experience December 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Dallas Area Habitat for Humanity August 2012 - August 2013
University of Dallas September 2008 - August 2012
Skills
Critical Thinking, Event Planning, Research, Editing, PowerPoint, Microsoft Office, Social Media, Facebook, Creative Writing, Microsoft Excel, Microsoft Word, Community Outreach, Customer Service, Non-profits, Higher Education, Volunteer Management
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), English
Fidelity Investments December 2013 - Present
Dallas Area Habitat for Humanity August 2012 - August 2013
University of Dallas September 2008 - August 2012
Skills
Critical Thinking, Event Planning, Research, Editing, PowerPoint, Microsoft Office, Social Media, Facebook, Creative Writing, Microsoft Excel, Microsoft Word, Community Outreach, Customer Service, Non-profits, Higher Education, Volunteer Management
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), English
Kenley George Kenley George's Fidelity Investments Experience January 1998 - October 2000
Job Compliance Sales Supervisor II at HD Vest
Industry Financial Services
Experience
HD Vest March 2004 - Present
Fidelity Investments January 1998 - October 2000
Education
The University of Dallas 1993 — 1997
Bachelor of Arts, Economics
Talented and Gifted Magnet High School (Dallas, TX) 1989 — 1993
H.S. Diploma
HD Vest March 2004 - Present
Fidelity Investments January 1998 - October 2000
Education
The University of Dallas 1993 — 1997
Bachelor of Arts, Economics
Talented and Gifted Magnet High School (Dallas, TX) 1989 — 1993
H.S. Diploma
Michael F. Shoaf Michael F. Shoaf's Fidelity Investments Experience June 1999 - February 2005
Job President at MFS Partners
Industry Management Consulting
Experience
MFS Partners 2014 - Present
Cityteam International 2012 - 2014
World Vision 2010 - 2012
Charles Schwab November 2006 - July 2010
Fidelity Investments June 1999 - February 2005
Skills
Business Strategy, Cross-functional Team..., Economic Development, Wealth Management..., Volunteer Management, Team Leadership, CRM, Product Management, Strategic Partnerships, Wealth Management, Start-ups, Business Analysis, IT Strategy, Budgets, Management Consulting, Equities, Asset Managment, Valuation, Change Management, Public Speaking, Bloomberg, Leadership Development, Marketing Strategy, Pensions, Team Building, Customer Service, Marketing, Analysis, Vendor Management, Analytics, Management, Leadership
Education
The University of Connecticut School of Business
M.B.A
University of California, Berkeley
B.S., Political Economics
MFS Partners 2014 - Present
Cityteam International 2012 - 2014
World Vision 2010 - 2012
Charles Schwab November 2006 - July 2010
Fidelity Investments June 1999 - February 2005
Skills
Business Strategy, Cross-functional Team..., Economic Development, Wealth Management..., Volunteer Management, Team Leadership, CRM, Product Management, Strategic Partnerships, Wealth Management, Start-ups, Business Analysis, IT Strategy, Budgets, Management Consulting, Equities, Asset Managment, Valuation, Change Management, Public Speaking, Bloomberg, Leadership Development, Marketing Strategy, Pensions, Team Building, Customer Service, Marketing, Analysis, Vendor Management, Analytics, Management, Leadership
Education
The University of Connecticut School of Business
M.B.A
University of California, Berkeley
B.S., Political Economics
Debra Hairston's Fidelity Investments Experience July 2013 - Present
Job Vice PresidentUser Acceptance Testing
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments June 2007 - July 2013
Fidelity Investments January 2006 - May 2007
Fidelity Investments April 2004 - December 2005
Fidelity Investments May 2000 - April 2004
Fidelity Investments July 1997 - December 1999
Skills
User Acceptance Testing, Project Management, Testing, System Testing, Software Documentation, Web Applications, Agile Methodologies, Quality Center, Project Planning, Quality Assurance, Test Management, Test Strategy, Test Planning, Software Quality..., QTP, Requirements Gathering, Waterfall, Requirements Analysis, Business Analysis, Manual Testing, SharePoint, Business Requirements, Software Project..., Systems Analysis, Visio, Management, Agile Project Management, Test Automation, Resource Management, Release Management, Mainframe, SDLC
Education
The University of Dallas 2000 — 2004
MBA, Information Technology
University of Mississippi 1979 — 1983
BBA, Banking and Finance
Fidelity Investments July 2013 - Present
Fidelity Investments June 2007 - July 2013
Fidelity Investments January 2006 - May 2007
Fidelity Investments April 2004 - December 2005
Fidelity Investments May 2000 - April 2004
Fidelity Investments July 1997 - December 1999
Skills
User Acceptance Testing, Project Management, Testing, System Testing, Software Documentation, Web Applications, Agile Methodologies, Quality Center, Project Planning, Quality Assurance, Test Management, Test Strategy, Test Planning, Software Quality..., QTP, Requirements Gathering, Waterfall, Requirements Analysis, Business Analysis, Manual Testing, SharePoint, Business Requirements, Software Project..., Systems Analysis, Visio, Management, Agile Project Management, Test Automation, Resource Management, Release Management, Mainframe, SDLC
Education
The University of Dallas 2000 — 2004
MBA, Information Technology
University of Mississippi 1979 — 1983
BBA, Banking and Finance
John Pitula's Fidelity Investments Experience 2000 - Present
Job VP Finance Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Fidelity Investments December 1987 - December 1999
Ryder System, Inc. April 1984 - November 1987
Skills
Strategic Financial..., Financial Modeling, Financial Services, Business Intelligence, Financial Analysis, Risk Management, Financial Reporting, Process Improvement, Corporate Finance, Business Analysis, Finance, Essbase, Business Process..., Portfolio Management
Education
The University of Dallas
MBA
University of New Hampshire
Mathematics
Fidelity Investments 2000 - Present
Fidelity Investments December 1987 - December 1999
Ryder System, Inc. April 1984 - November 1987
Skills
Strategic Financial..., Financial Modeling, Financial Services, Business Intelligence, Financial Analysis, Risk Management, Financial Reporting, Process Improvement, Corporate Finance, Business Analysis, Finance, Essbase, Business Process..., Portfolio Management
Education
The University of Dallas
MBA
University of New Hampshire
Mathematics
Maureen Caddell's Fidelity Investments Experience 1996 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 1996 - Present
Aetna 1992 - 1996
Education
The University of Connecticut School of Business 1987 — 1991
University of Connecticut 1987 — 1991
Fidelity Investments 1996 - Present
Aetna 1992 - 1996
Education
The University of Connecticut School of Business 1987 — 1991
University of Connecticut 1987 — 1991
Jim Wheaton's Fidelity Investments Experience April 2014 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - March 2014
TD Ameritrade February 2013 - October 2013
TD Ameritrade 2011 - February 2013
BryanMark Financial Group January 2008 - November 2011
AXA Advisors April 2007 - November 2007
Education
University of Dallas GSM 2003 — 2005
MBA, Financial Services
The University of Dallas 1998 — 2002
Bachelor of Arts (BA), Economics
Jin Lee, MBA, PMP, CSM's Fidelity Investments Experience March 2012 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Saxon Mortgage September 2011 - March 2012
Saxon Mortgage March 2010 - August 2011
The American Korean Woman's Association July 2009 - March 2010
STMicroelectronics June 2006 - July 2009
STMicroelectronics February 2000 - May 2006
Skills
Software Project..., MS Project, PMP, Software Development, SDLC, SQL, Six Sigma, Process Improvement, PMLC, PMO, JDBC, Change Management, Requirements Management, Java, Unix, Perl, Object Oriented Design, XML, Solaris, Certified Project..., Agile Project Management, Visio
Education
The University of Dallas 2003 — 2005
MBA, Financial Services
University of North Texas 1984 — 1987
BA, Business Computer Information System
Fidelity Investments March 2012 - Present
Saxon Mortgage September 2011 - March 2012
Saxon Mortgage March 2010 - August 2011
The American Korean Woman's Association July 2009 - March 2010
STMicroelectronics June 2006 - July 2009
STMicroelectronics February 2000 - May 2006
Skills
Software Project..., MS Project, PMP, Software Development, SDLC, SQL, Six Sigma, Process Improvement, PMLC, PMO, JDBC, Change Management, Requirements Management, Java, Unix, Perl, Object Oriented Design, XML, Solaris, Certified Project..., Agile Project Management, Visio
Education
The University of Dallas 2003 — 2005
MBA, Financial Services
University of North Texas 1984 — 1987
BA, Business Computer Information System
Davis Kennedy's Fidelity Investments Experience 1997 - 1999
Job Accounting at Terry Bax Accounting, CMA, CCIFP
Industry Financial Services
Experience
Terry Bax Accounting, CMA, CCIFP 2013 - Present
Dallas Psychiatry & TMS Center 2012 - 2012
HomeVestors-Caliente Properties, LLC / Hodge Realty, LP 2006 - 2011
Digital Imaging Supplies, Inc. 2005 - 2006
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Irving ISD 1995 - 1997
Skills
Customer Service, Marketing, Sales, Negotiation, Contract Negotiation, Account Management, Salesforce.com, New Business Development, Microsoft Excel, Microsoft Office, Access, QuickBooks
Education
The University of Texas at Dallas 1993 — 1995
Secondary Education Certification
The University of Dallas 1989 — 1993
Bachelor of Arts (B.A.), Biology, General
Terry Bax Accounting, CMA, CCIFP 2013 - Present
Dallas Psychiatry & TMS Center 2012 - 2012
HomeVestors-Caliente Properties, LLC / Hodge Realty, LP 2006 - 2011
Digital Imaging Supplies, Inc. 2005 - 2006
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Irving ISD 1995 - 1997
Skills
Customer Service, Marketing, Sales, Negotiation, Contract Negotiation, Account Management, Salesforce.com, New Business Development, Microsoft Excel, Microsoft Office, Access, QuickBooks
Education
The University of Texas at Dallas 1993 — 1995
Secondary Education Certification
The University of Dallas 1989 — 1993
Bachelor of Arts (B.A.), Biology, General
Bill Freitas's Fidelity Investments Experience April 2012 - Present
Job SVP Customer Data Technology at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments 1999 - 2012
Wellington Management 1998 - 1999
Clark University 1996 - 1997
Fidelity Investments 1990 - 1997
Skills
Management, Enterprise Software, Financial Services, Mutual Funds, Strategic Financial..., Vendor Management, Project Management, SDLC, SaaS, Product Management, Business Analysis, Requirements Analysis, IT Strategy, Financial Planning, Series 7, Software Project..., Portfolio Management, Program Management
Education
University of Dallas 1991 — 1993
MBA, Management Information Systems
University of Miami 1986 — 1990
Bachleor, Business - Finance
Fidelity Investments April 2012 - Present
Fidelity Investments 1999 - 2012
Wellington Management 1998 - 1999
Clark University 1996 - 1997
Fidelity Investments 1990 - 1997
Skills
Management, Enterprise Software, Financial Services, Mutual Funds, Strategic Financial..., Vendor Management, Project Management, SDLC, SaaS, Product Management, Business Analysis, Requirements Analysis, IT Strategy, Financial Planning, Series 7, Software Project..., Portfolio Management, Program Management
Education
University of Dallas 1991 — 1993
MBA, Management Information Systems
University of Miami 1986 — 1990
Bachleor, Business - Finance
Allen Mushinski's Fidelity Investments Experience 2015 - Present
Job Vice President Workplace Participant Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments 2011 - 2015
Fidelity Investments 2007 - 2011
Fidelity Investments 1996 - 2007
Fidelity Investments 1993 - 1996
American Airlines 1991 - 1993
American Airlines 1989 - 1991
American Airlines 1987 - 1989
Education
The University of Dallas 1995 — 1997
Master of Business Administration (M.B.A.), Human Resources Management and Services
The University of Texas at Arlington 1985 — 1987
Bachelor’s Degree, Business Administration and Management, General
Tyler Junior College 1983 — 1985
Associate’s Degree, General Studies
Fidelity Investments 2015 - Present
Fidelity Investments 2011 - 2015
Fidelity Investments 2007 - 2011
Fidelity Investments 1996 - 2007
Fidelity Investments 1993 - 1996
American Airlines 1991 - 1993
American Airlines 1989 - 1991
American Airlines 1987 - 1989
Education
The University of Dallas 1995 — 1997
Master of Business Administration (M.B.A.), Human Resources Management and Services
The University of Texas at Arlington 1985 — 1987
Bachelor’s Degree, Business Administration and Management, General
Tyler Junior College 1983 — 1985
Associate’s Degree, General Studies
David Willett's Fidelity Investments Experience July 2000 - January 2008
Job Vice President TopBenefitsLLC Human Resources and Insurance Solutions
Industry Insurance
Experience
Topco Indirect Spend Solutions January 2012 - Present
TopSource LLC May 2008 - January 2012
Fidelity Investments July 2000 - January 2008
Private Healthcare Systems October 1994 - June 2000
Mercy HealthPlan June 1990 - July 1993
Skills
Project Management, Sourcing, Vendor Management, Supply Management, Process Improvement, Procurement, Ariba, Outsourcing, Change Management, Team Building, Retail, Strategic Sourcing, Finance
Education
The University of Connecticut School of Business 1988 — 1990
MBA, Healthcare Management
University of Connecticut 1975 — 1980
BS, Medical Technology/Biology
Topco Indirect Spend Solutions January 2012 - Present
TopSource LLC May 2008 - January 2012
Fidelity Investments July 2000 - January 2008
Private Healthcare Systems October 1994 - June 2000
Mercy HealthPlan June 1990 - July 1993
Skills
Project Management, Sourcing, Vendor Management, Supply Management, Process Improvement, Procurement, Ariba, Outsourcing, Change Management, Team Building, Retail, Strategic Sourcing, Finance
Education
The University of Connecticut School of Business 1988 — 1990
MBA, Healthcare Management
University of Connecticut 1975 — 1980
BS, Medical Technology/Biology
Chris Whitlock's Fidelity Investments Experience 1993 - 1996
Job Managing Director SAMCO Capital Markets, Inc.
Industry Financial Services
Experience
SAMCO Capital Markets 2009 - Present
Citi Group 1996 - 2009
Fidelity Investments 1993 - 1996
Skills
Series 63, Series 7, Municipal, Fixed Income
Education
The University of Dallas 1993 — 1996
MBA
University of Missouri-Columbia 1988 — 1992
SAMCO Capital Markets 2009 - Present
Citi Group 1996 - 2009
Fidelity Investments 1993 - 1996
Skills
Series 63, Series 7, Municipal, Fixed Income
Education
The University of Dallas 1993 — 1996
MBA
University of Missouri-Columbia 1988 — 1992
Addison Gray, MBA's Fidelity Investments Experience June 1995 - June 2002
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2002 - Present
Fidelity Investments June 1995 - June 2002
Education
The University of Dallas 1998 — 2001
MBA, Financial Services
University of North Texas 1992 — 1995
Bachelor's degree, Finance, General
Charles Schwab June 2002 - Present
Fidelity Investments June 1995 - June 2002
Education
The University of Dallas 1998 — 2001
MBA, Financial Services
University of North Texas 1992 — 1995
Bachelor's degree, Finance, General
Lisa Bruneau, MBA's Fidelity Investments Experience August 2004 - October 2010
Job Business Systems Specialist at ADT
Industry Information Technology and Services
Experience
ADT September 2014 - Present
Southwest Airlines July 2011 - July 2014
Research In Motion April 2011 - July 2011
Fidelity Investments August 2004 - October 2010
Fidelity Investments May 1998 - August 2004
Cox & Smith Incorporated January 1995 - January 1998
Frost National Bank January 1990 - January 1995
Skills
Waterfall, SDLC, Business Analysis, Business Process, Requirements Analysis, Business Requirements, User Interface Design, User Experience, Requirements Gathering, Quality Assurance, Software Development..., Process Development, Agile Project Management, Usability Testing, Systems Analysis, Testing, User Stories, User Acceptance Testing, Requirements Management, Business Process Design, Agile Methodologies, Business Process..., Process Improvement, Process Simulation, Software Documentation, Quality Center, CRM, Cross-functional Team..., Visio, Atlassian JIRA, Confluence, QuickBase, Version One, Axure, JAD, Project Management, Risk Management, Software Project...
Education
Boerne High School
The University of Dallas
MBA, Information Technology
The University of Texas at San Antonio
BBA, Accounting
ADT September 2014 - Present
Southwest Airlines July 2011 - July 2014
Research In Motion April 2011 - July 2011
Fidelity Investments August 2004 - October 2010
Fidelity Investments May 1998 - August 2004
Cox & Smith Incorporated January 1995 - January 1998
Frost National Bank January 1990 - January 1995
Skills
Waterfall, SDLC, Business Analysis, Business Process, Requirements Analysis, Business Requirements, User Interface Design, User Experience, Requirements Gathering, Quality Assurance, Software Development..., Process Development, Agile Project Management, Usability Testing, Systems Analysis, Testing, User Stories, User Acceptance Testing, Requirements Management, Business Process Design, Agile Methodologies, Business Process..., Process Improvement, Process Simulation, Software Documentation, Quality Center, CRM, Cross-functional Team..., Visio, Atlassian JIRA, Confluence, QuickBase, Version One, Axure, JAD, Project Management, Risk Management, Software Project...
Education
Boerne High School
The University of Dallas
MBA, Information Technology
The University of Texas at San Antonio
BBA, Accounting
Cheri Measom's Fidelity Investments Experience 1986 - 1989
Job Certified Financial Planner
Industry Financial Services
Experience
Raymond James Financial Inc. 2003 - Present
Fidelity Investments 1986 - 1989
Skills
Financial Planning, Financial Services, Retirement/Financial..., Strategic Financial..., Portfolio Management, Portfolio Evaluation, Strategic Planning, Public Speaking, Leadership, Management, Series 7, Mutual Funds, Retirement, Mediation, Business Strategy, Negotiation, Team Building, Program Management, Vendor Management, Financial Presenting, Retirement Sales, Personal Income Tax..., Business Planning, Management Consulting, Analysis, Account Management, Insurance, Sales Management, Sales, Advertising, Marketing, Training, Marketing Strategy, Contract Negotiation, Start-ups, Coaching, Team Leadership
Education
University of Utah 1981 — 1986
Bachelor of Arts (BA), Business Finance
The University of Dallas
Master of Business Administration (MBA), International Management
Raymond James Financial Inc. 2003 - Present
Fidelity Investments 1986 - 1989
Skills
Financial Planning, Financial Services, Retirement/Financial..., Strategic Financial..., Portfolio Management, Portfolio Evaluation, Strategic Planning, Public Speaking, Leadership, Management, Series 7, Mutual Funds, Retirement, Mediation, Business Strategy, Negotiation, Team Building, Program Management, Vendor Management, Financial Presenting, Retirement Sales, Personal Income Tax..., Business Planning, Management Consulting, Analysis, Account Management, Insurance, Sales Management, Sales, Advertising, Marketing, Training, Marketing Strategy, Contract Negotiation, Start-ups, Coaching, Team Leadership
Education
University of Utah 1981 — 1986
Bachelor of Arts (BA), Business Finance
The University of Dallas
Master of Business Administration (MBA), International Management
Kevin Helmer, CFP®'s Fidelity Investments Experience June 2000 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2000 - Present
Skills
Mutual Funds, Certified Financial..., Series 7, Personal Finance, Equities
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Fidelity Investments June 2000 - Present
Skills
Mutual Funds, Certified Financial..., Series 7, Personal Finance, Equities
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Doug Reed's Fidelity Investments Experience October 2001 - June 2009
Job Board Member at Promising Youth Alliance
Industry Hospital & Health Care
Experience
Promising Youth Alliance January 2014 - Present
Phoenix House December 2013 - Present
University of Texas at Arlington January 2006 - Present
Aberg Center for Literacy July 2013 - Present
Children's Medical Center Foundation September 2011 - November 2013
J.P. Morgan Private Bank November 2009 - September 2011
Fidelity Investments October 2001 - June 2009
Fidelity Investments May 1997 - September 2001
Fidelity Investments January 1991 - April 1997
Fidelity Investments October 1986 - December 1990
Skills
Philanthropy, Business Development, Talent Management, Wealth Management, Executive Management, Legislative Affairs, Risk Management, Nonprofits, Investments, CRM, Marketing, Management, Program Management, Leadership, Corporate Communications, Media Relations, Finance, Community Development, Internal Communications, Mergers & Acquisitions, Strategy, Human Resources, Banking, Financial Analysis, Operations Management, Strategic Planning, Budgets
Education
The University of Dallas 1988 — 1991
MBA, Corporate Finance
The University of Texas at Austin 1978 — 1982
BJ
Promising Youth Alliance January 2014 - Present
Phoenix House December 2013 - Present
University of Texas at Arlington January 2006 - Present
Aberg Center for Literacy July 2013 - Present
Children's Medical Center Foundation September 2011 - November 2013
J.P. Morgan Private Bank November 2009 - September 2011
Fidelity Investments October 2001 - June 2009
Fidelity Investments May 1997 - September 2001
Fidelity Investments January 1991 - April 1997
Fidelity Investments October 1986 - December 1990
Skills
Philanthropy, Business Development, Talent Management, Wealth Management, Executive Management, Legislative Affairs, Risk Management, Nonprofits, Investments, CRM, Marketing, Management, Program Management, Leadership, Corporate Communications, Media Relations, Finance, Community Development, Internal Communications, Mergers & Acquisitions, Strategy, Human Resources, Banking, Financial Analysis, Operations Management, Strategic Planning, Budgets
Education
The University of Dallas 1988 — 1991
MBA, Corporate Finance
The University of Texas at Austin 1978 — 1982
BJ
Mike Bard's Fidelity Investments Experience July 1998 - Present
Job Vice President Financial Consultant at Fidelity Investments, CFP®
Industry Financial Services
Experience
Fidelity Investments July 1998 - Present
Education
The University of Dallas 2000 — 2003
Master of Business Administration (MBA), Financial Planning
University of North Texas 1992 — 1995
BS
Fidelity Investments July 1998 - Present
Education
The University of Dallas 2000 — 2003
Master of Business Administration (MBA), Financial Planning
University of North Texas 1992 — 1995
BS
John Odino's Fidelity Investments Experience 1993 - 1997
Job Project Manager
Industry Banking
Experience
JP Morgan Chase Chicago, IL November 2006 - Present
JP Morgan Chase October 2000 - November 2006
Midwest Consulting Group - JC Penney Plano, TX 1999 - September 2000
Midwest Consulting Group - Sprint Irving, TX 1998 - 1999
TPS Consulting Services - Sea Land Dallas, TX 1997 - 1998
Fidelity Investments 1993 - 1997
Education
The University of Dallas
MBA, Management Information Systems
Tulane University
BS, Computer Information Systems
Western Carolina University
Masters Degree, Project Management
JP Morgan Chase Chicago, IL November 2006 - Present
JP Morgan Chase October 2000 - November 2006
Midwest Consulting Group - JC Penney Plano, TX 1999 - September 2000
Midwest Consulting Group - Sprint Irving, TX 1998 - 1999
TPS Consulting Services - Sea Land Dallas, TX 1997 - 1998
Fidelity Investments 1993 - 1997
Education
The University of Dallas
MBA, Management Information Systems
Tulane University
BS, Computer Information Systems
Western Carolina University
Masters Degree, Project Management
Reggie Gerald's Fidelity Investments Experience June 1996 - October 2002
Job Human Resources Business Partner at ADP
Industry Facilities Services
Experience
ADP May 2013 - Present
SuperiorHR January 2012 - February 2013
AlphaStaff November 2009 - January 2012
Paychex March 2006 - November 2009
Fidelity Investments June 1996 - October 2002
Skills
Employee Relations, Performance Management, Personnel Management, Human Resources, Recruiting, Deferred Compensation, Benefits Administration, Training, Leadership, Coaching, Account Management, Strategy
Education
The University of Dallas 2000 — 2003
MBA, Human Resources Management
University of West Alabama 1985 — 1988
BS, Business/Marketing
ADP May 2013 - Present
SuperiorHR January 2012 - February 2013
AlphaStaff November 2009 - January 2012
Paychex March 2006 - November 2009
Fidelity Investments June 1996 - October 2002
Skills
Employee Relations, Performance Management, Personnel Management, Human Resources, Recruiting, Deferred Compensation, Benefits Administration, Training, Leadership, Coaching, Account Management, Strategy
Education
The University of Dallas 2000 — 2003
MBA, Human Resources Management
University of West Alabama 1985 — 1988
BS, Business/Marketing
Paul Marquez MBA, PMP's Fidelity Investments Experience April 2015 - Present
Job .
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments June 2011 - November 2013
Fidelity Investments September 2010 - May 2011
Fidelity Investments August 2007 - September 2010
Fidelity Investments September 2005 - August 2007
Fidelity Investments December 2000 - September 2005
American Express Financial Advisors September 1999 - December 2000
Clear Sound Productions June 1998 - August 1999
The Walt Disney Company August 1995 - January 1996
Skills
Business Requirements, Visual Basic, Business Analysis, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Mutual Funds, Equities, Fixed Income, Financial Services, Microsoft Office, Visio, Microsoft SQL Server, Analysis, Project Management, Process Improvement, Analytics, Portfolio Management, Business Process...
Education
The University of Dallas 2004 — 2007
Master of Business Administration (MBA), Project Management / Personal Financial Planning, 3.9
University of Alabama 2003 — 2008
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.6
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments June 2011 - November 2013
Fidelity Investments September 2010 - May 2011
Fidelity Investments August 2007 - September 2010
Fidelity Investments September 2005 - August 2007
Fidelity Investments December 2000 - September 2005
American Express Financial Advisors September 1999 - December 2000
Clear Sound Productions June 1998 - August 1999
The Walt Disney Company August 1995 - January 1996
Skills
Business Requirements, Visual Basic, Business Analysis, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Mutual Funds, Equities, Fixed Income, Financial Services, Microsoft Office, Visio, Microsoft SQL Server, Analysis, Project Management, Process Improvement, Analytics, Portfolio Management, Business Process...
Education
The University of Dallas 2004 — 2007
Master of Business Administration (MBA), Project Management / Personal Financial Planning, 3.9
University of Alabama 2003 — 2008
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law, 3.6
Bryon Wall's Fidelity Investments Experience 1993 - 2009
Job Vice President at Stable Two Financial, LLC
Industry Financial Services
Experience
Stable Two Financial, LLC March 2009 - Present
Fidelity Investments 1993 - 2009
Skills
401k, Series 7, ERISA, Retirement Planning, Investments, Series 63, Defined Benefit, Retirement, Fiduciary Services, Pensions, Investment Advisory
Education
The University of Dallas 1996 — 1998
MBA, Finance
University of Central Arkansas 1984 — 1988
BA, Management
Stable Two Financial, LLC March 2009 - Present
Fidelity Investments 1993 - 2009
Skills
401k, Series 7, ERISA, Retirement Planning, Investments, Series 63, Defined Benefit, Retirement, Fiduciary Services, Pensions, Investment Advisory
Education
The University of Dallas 1996 — 1998
MBA, Finance
University of Central Arkansas 1984 — 1988
BA, Management
Aaron Addison's Fidelity Investments Experience July 2000 - Present
Job Director, Conversion Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2000 - Present
Skills
Business Transformation, Process Improvement, Managing Offshore Teams, Procedure Creation, Financial Services, Managing Remote Teams, 401k, Mutual Funds, Investments, Asset Allocation, Retirement, Research, Retirement Planning, Wealth Management, Investment Advisory, Relationship Management, Asset Management, Management, Business Analysis, Risk Management
Education
The University of Dallas 2001 — 2003
Masters of Business Administration, Financial Services, 3.94 / 4
Wichita State University 1993 — 1994
Bachelor's degree, Mathematics, English, and Physics, 3.63 / 4
Fidelity Investments July 2000 - Present
Skills
Business Transformation, Process Improvement, Managing Offshore Teams, Procedure Creation, Financial Services, Managing Remote Teams, 401k, Mutual Funds, Investments, Asset Allocation, Retirement, Research, Retirement Planning, Wealth Management, Investment Advisory, Relationship Management, Asset Management, Management, Business Analysis, Risk Management
Education
The University of Dallas 2001 — 2003
Masters of Business Administration, Financial Services, 3.94 / 4
Wichita State University 1993 — 1994
Bachelor's degree, Mathematics, English, and Physics, 3.63 / 4
Alex Brielmann's Fidelity Investments Experience October 2010 - May 2012
Job Business Operations Specialist at AppNexus
Industry Marketing and Advertising
Experience
AppNexus March 2015 - Present
PARS International Corp. September 2014 - March 2015
Waterwell March 2014 - March 2015
PARS International June 2013 - March 2015
PARS International November 2012 - March 2015
Fidelity Investments October 2010 - May 2012
HealthConsultants Group, LLC August 2009 - May 2010
First National Bank of Suffield May 2008 - January 2009
Skills
Marketing, Marketing Support, Creativity, Writing, Advertising, Marketing Research, Databases, Investments, Strategic Financial..., Financial Services, Series 7, Series 63, Insurance, Financial Analysis, Retirement, Mutual Funds, Life Insurance, Finance, Securities, Portfolio Management, Sales Operations, Social Networking, Social Media, Microsoft Office, Microsoft Excel, Marketing Strategy, CRM, Customer Service
Education
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Marketing
The University of Connecticut School of Business 2005 — 2009
Bachelor of Applied Science (BASc), Marketing
AppNexus March 2015 - Present
PARS International Corp. September 2014 - March 2015
Waterwell March 2014 - March 2015
PARS International June 2013 - March 2015
PARS International November 2012 - March 2015
Fidelity Investments October 2010 - May 2012
HealthConsultants Group, LLC August 2009 - May 2010
First National Bank of Suffield May 2008 - January 2009
Skills
Marketing, Marketing Support, Creativity, Writing, Advertising, Marketing Research, Databases, Investments, Strategic Financial..., Financial Services, Series 7, Series 63, Insurance, Financial Analysis, Retirement, Mutual Funds, Life Insurance, Finance, Securities, Portfolio Management, Sales Operations, Social Networking, Social Media, Microsoft Office, Microsoft Excel, Marketing Strategy, CRM, Customer Service
Education
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Marketing
The University of Connecticut School of Business 2005 — 2009
Bachelor of Applied Science (BASc), Marketing
Adam Fritcher's Fidelity Investments Experience January 2005 - June 2006
Job Corporate Counsel at Adeptus Health
Industry Law Practice
Experience
Adeptus Health August 2015 - Present
Hunton & Williams LLP 2011 - August 2015
Merrill Lynch Investment Managers June 2006 - August 2008
Fidelity Investments January 2005 - June 2006
Skills
Due Diligence, Real Estate, REO, Acquisitions, Disposition, Loans, Finance
Education
The University of Texas School of Law 2008 — 2011
Juris Doctor, Law
The University of Dallas 2000 — 2004
Bachelor of Arts (B.A.), Economics & Finance
Adeptus Health August 2015 - Present
Hunton & Williams LLP 2011 - August 2015
Merrill Lynch Investment Managers June 2006 - August 2008
Fidelity Investments January 2005 - June 2006
Skills
Due Diligence, Real Estate, REO, Acquisitions, Disposition, Loans, Finance
Education
The University of Texas School of Law 2008 — 2011
Juris Doctor, Law
The University of Dallas 2000 — 2004
Bachelor of Arts (B.A.), Economics & Finance
Chris Bosco's Fidelity Investments Experience June 2012 - Present
Job Asset Management Audit, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
University of New Hampshire September 2011 - May 2012
Caron and Bletzer PLLC May 2011 - May 2012
Seacoast Oil Co-Op December 2009 - September 2011
Liberty Mutual Insurance Group November 2010 - April 2011
Skills
Accounting, Finance, Entrepreneurship, Financial Reporting, Auditing, Audit, Employee Benefits, Financial Accounting, Financial Analysis, Economics, Time Management, Internal Audit, Internal Controls, Microsoft Office, Asset Management, Bloomberg, Microsoft Excel, Analysis, GAAP, Financial Modeling, Investments, Financial Risk, Financial Statements
Education
The University of Connecticut School of Business 2013 — 2015
Master of Science (M.S.), Accounting, 4.0/4.0
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S., Business Administration, concentration in Accounting, 3.86/4.0
Fidelity Investments June 2012 - Present
University of New Hampshire September 2011 - May 2012
Caron and Bletzer PLLC May 2011 - May 2012
Seacoast Oil Co-Op December 2009 - September 2011
Liberty Mutual Insurance Group November 2010 - April 2011
Skills
Accounting, Finance, Entrepreneurship, Financial Reporting, Auditing, Audit, Employee Benefits, Financial Accounting, Financial Analysis, Economics, Time Management, Internal Audit, Internal Controls, Microsoft Office, Asset Management, Bloomberg, Microsoft Excel, Analysis, GAAP, Financial Modeling, Investments, Financial Risk, Financial Statements
Education
The University of Connecticut School of Business 2013 — 2015
Master of Science (M.S.), Accounting, 4.0/4.0
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S., Business Administration, concentration in Accounting, 3.86/4.0
James Eroh's Fidelity Investments Experience September 2015 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments October 2014 - September 2015
Fidelity Investments May 2014 - October 2014
Fidelity Investments September 2013 - May 2014
Apple September 2011 - September 2013
Skills
Series 7, Financial Services, Financial Analysis, Retirement Planning, Microsoft Excel, Financial Planning
Education
The University of Dallas 2014 — 2015
Certificate of Completion, Certified Financial Planning Certification Professional Education Program
University of Arizona 2010 — 2012
Bachelors of Science In Business Administration, Business Economics
Fidelity Investments September 2015 - Present
Fidelity Investments October 2014 - September 2015
Fidelity Investments May 2014 - October 2014
Fidelity Investments September 2013 - May 2014
Apple September 2011 - September 2013
Skills
Series 7, Financial Services, Financial Analysis, Retirement Planning, Microsoft Excel, Financial Planning
Education
The University of Dallas 2014 — 2015
Certificate of Completion, Certified Financial Planning Certification Professional Education Program
University of Arizona 2010 — 2012
Bachelors of Science In Business Administration, Business Economics
Raymond Barrett's Fidelity Investments Experience January 2013 - August 2014
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - August 2014
Fidelity Investments January 2007 - December 2012
Fidelity Investments January 2002 - January 2007
Skills
401k, Vendor Management, Relationship Management, Mutual Funds, Financial Services, Retirement, Portfolio Management, Business Analysis, Investments, CRM, Strategy, Retirement Planning, Management
Education
The University of Dallas
University of North Texas 1987 — 1993
Bachelor's Degree, Finance and Financial Management Services
Skyline
Fidelity Investments January 2013 - August 2014
Fidelity Investments January 2007 - December 2012
Fidelity Investments January 2002 - January 2007
Skills
401k, Vendor Management, Relationship Management, Mutual Funds, Financial Services, Retirement, Portfolio Management, Business Analysis, Investments, CRM, Strategy, Retirement Planning, Management
Education
The University of Dallas
University of North Texas 1987 — 1993
Bachelor's Degree, Finance and Financial Management Services
Skyline
Allen Mushinski's Fidelity Investments Experience 2007 - Present
Job VP Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments 1997 - 2007
Fidelity Investments 1993 - 1997
American Airlines 1991 - 1993
American Airlines 1989 - 1991
American Airlines 1987 - 1989
Education
The University of Dallas 1995 — 1997
MBA, Human Resources
The University of Texas at Arlington 1983 — 1987
BBA, Management
Fidelity Investments 2007 - Present
Fidelity Investments 1997 - 2007
Fidelity Investments 1993 - 1997
American Airlines 1991 - 1993
American Airlines 1989 - 1991
American Airlines 1987 - 1989
Education
The University of Dallas 1995 — 1997
MBA, Human Resources
The University of Texas at Arlington 1983 — 1987
BBA, Management
Dawn Buscher's Fidelity Investments Experience 2012 - Present
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Charles Schwab 2009 - 2012
Fidelity Investments 1993 - 2011
Education
The University of Dallas
Master of Business Administration (MBA), Financial Planning and Services
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments 2012 - Present
Charles Schwab 2009 - 2012
Fidelity Investments 1993 - 2011
Education
The University of Dallas
Master of Business Administration (MBA), Financial Planning and Services
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, General
David Zabela's Fidelity Investments Experience 2008 - 2011
Job Branch Manager Scottrade
Industry Financial Services
Experience
TD Ameritrade 2011 - July 2015
Fidelity Investments 2008 - 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Securities, Equities, Portfolio Management, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Strategic Financial..., Asset Management, Financial Services, Alternative Investments, Financial Advisory, FINRA, Hold Series 7
Education
The University of Dallas 2002 — 2005
WVU 1995 — 1999
Economics, Political Science and Government
International School of Dusseldorf 1987 — 1990
TD Ameritrade 2011 - July 2015
Fidelity Investments 2008 - 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Series 63, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Securities, Equities, Portfolio Management, Uniform Combined State..., Investment Strategies, Retirement, Fixed Income, Strategic Financial..., Asset Management, Financial Services, Alternative Investments, Financial Advisory, FINRA, Hold Series 7
Education
The University of Dallas 2002 — 2005
WVU 1995 — 1999
Economics, Political Science and Government
International School of Dusseldorf 1987 — 1990
Angela Hoang's Fidelity Investments Experience 2006 - 2013
Job Financial Professional with Master of Business Administration/Passionate, Surprising Profit Optimizer
Industry Financial Services
Experience
Fidelity Investments 2006 - 2013
STMicroelectronics 1993 - 2005
Skills
Close Attention to..., Discipline, Tenacious Work Ethic, Hands-on Problem Solver, Organizational..., Bookkeeping, Learning Quickly, Deadline Oriented, Customer Satisfaction, Customer Retention, Customer Experience, Customer Support, Microsoft Excel, Microsoft Word, Outlook, Access Database, QuickBooks, GNU Cash, Series 6, Series 63, Series 66, Series 7, Annuity Sales, Financial Guidance, Training, Supervision, PC, Unix Operating Systems, Unix Shell Scripting, C++ Language, C Language, Keithley, Electroglas, ClearCase, Oracle, Budtool, PL/SQL, C, Java, Accounting, Fixed Annuities, Uniform Combined State...
Education
H&R Block 2013 — 2013
Tax Associate Certification, Income Tax, 93%
The University of Dallas 2005 — 2007
Master of Business Administration (MBA), Information Technology
The University of Texas at Arlington 1986 — 1990
Bachelor Degree of Science, Mathematics
Fidelity Investments 2006 - 2013
STMicroelectronics 1993 - 2005
Skills
Close Attention to..., Discipline, Tenacious Work Ethic, Hands-on Problem Solver, Organizational..., Bookkeeping, Learning Quickly, Deadline Oriented, Customer Satisfaction, Customer Retention, Customer Experience, Customer Support, Microsoft Excel, Microsoft Word, Outlook, Access Database, QuickBooks, GNU Cash, Series 6, Series 63, Series 66, Series 7, Annuity Sales, Financial Guidance, Training, Supervision, PC, Unix Operating Systems, Unix Shell Scripting, C++ Language, C Language, Keithley, Electroglas, ClearCase, Oracle, Budtool, PL/SQL, C, Java, Accounting, Fixed Annuities, Uniform Combined State...
Education
H&R Block 2013 — 2013
Tax Associate Certification, Income Tax, 93%
The University of Dallas 2005 — 2007
Master of Business Administration (MBA), Information Technology
The University of Texas at Arlington 1986 — 1990
Bachelor Degree of Science, Mathematics
Michael Mousa's Fidelity Investments Experience September 2001 - May 2006
Job Specialty Sales Representative at Allergan
Industry Pharmaceuticals
Experience
Allergan October 2006 - Present
Fidelity Investments September 2001 - May 2006
Education
The University of Dallas 2002 — 2004
Master of Business Administration (M.B.A.), Sales and Marketing Management
Allergan October 2006 - Present
Fidelity Investments September 2001 - May 2006
Education
The University of Dallas 2002 — 2004
Master of Business Administration (M.B.A.), Sales and Marketing Management
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank