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
Conner Sivewright, CFP® Conner Sivewright, CFP®'s Fidelity Investments Experience November 2010 - July 2013
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2013 - Present
Fidelity Investments November 2010 - July 2013
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth, Investments, Finance, Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Planners, Financial Advisory, Financial Planning, Retirement, Investment Strategies
Education
University of Kansas 2003 — 2007
Finance
Creative Planning Inc. July 2013 - Present
Fidelity Investments November 2010 - July 2013
Skills
Investment Management, Strategic Financial..., Wealth Management, Wealth, Investments, Finance, Wealth Management..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Planners, Financial Advisory, Financial Planning, Retirement, Investment Strategies
Education
University of Kansas 2003 — 2007
Finance
Joel Matek, PMP Joel Matek, PMP's Fidelity Investments Experience 2011 - 2013
Job Senior Project Manager at Consulting
Industry Information Technology and Services
Experience
Independent IT Consulting December 2013 - Present
Fidelity Investments 2011 - 2013
State of New Mexico, TRD 2008 - 2011
State of New Mexico, TRD 2005 - 2008
Productive Data Solutions 2002 - 2005
Skills
PMO, SDLC, PMP, Project Portfolio..., Software Project..., Business Process..., Program Management, Government, Business Process, Requirements Analysis, Integration, Strategic Planning, Building Coalitions, Information Security, Analysis, Project Management, Strategy, Leadership, Quality Assurance, Information Technology, IT Management, Management, IT Strategy, Data Warehousing, Budgets
Education
The University of New Mexico
M.S. Computer Science
The University of Texas at El Paso
M.S. Geology
University of Illinois at Urbana-Champaign
B.S. Geology
Independent IT Consulting December 2013 - Present
Fidelity Investments 2011 - 2013
State of New Mexico, TRD 2008 - 2011
State of New Mexico, TRD 2005 - 2008
Productive Data Solutions 2002 - 2005
Skills
PMO, SDLC, PMP, Project Portfolio..., Software Project..., Business Process..., Program Management, Government, Business Process, Requirements Analysis, Integration, Strategic Planning, Building Coalitions, Information Security, Analysis, Project Management, Strategy, Leadership, Quality Assurance, Information Technology, IT Management, Management, IT Strategy, Data Warehousing, Budgets
Education
The University of New Mexico
M.S. Computer Science
The University of Texas at El Paso
M.S. Geology
University of Illinois at Urbana-Champaign
B.S. Geology
Kyle Buechele Kyle Buechele's Fidelity Investments Experience June 2012 - December 2012
Job Senior Compensation Analyst at Sandia National Laboratories
Industry Education Management
Experience
Sandia National Laboratories May 2013 - Present
University of New Mexico August 2012 - May 2014
Fidelity Investments June 2012 - December 2012
UNM Center for Academic Program Support (CAPS) August 2011 - May 2012
Preventive Pest Control June 2008 - May 2012
Skills
Research, Public Speaking, Microsoft Office, Tutoring, Teaching, Classroom, Higher Education, PowerPoint, Classroom Management, Critical Thinking, Data Analysis, Statistics, Student Affairs, Curriculum Development, Compensation Structures, Deferred Compensation, Compensation Strategies, Executive Compensation...
Education
The University of New Mexico 2012 — 2014
Master of Business Administration (MBA), Management Information Systems, General
The University of New Mexico 2008 — 2012
Bachelor of Arts (BA), Economics
Sandia National Laboratories May 2013 - Present
University of New Mexico August 2012 - May 2014
Fidelity Investments June 2012 - December 2012
UNM Center for Academic Program Support (CAPS) August 2011 - May 2012
Preventive Pest Control June 2008 - May 2012
Skills
Research, Public Speaking, Microsoft Office, Tutoring, Teaching, Classroom, Higher Education, PowerPoint, Classroom Management, Critical Thinking, Data Analysis, Statistics, Student Affairs, Curriculum Development, Compensation Structures, Deferred Compensation, Compensation Strategies, Executive Compensation...
Education
The University of New Mexico 2012 — 2014
Master of Business Administration (MBA), Management Information Systems, General
The University of New Mexico 2008 — 2012
Bachelor of Arts (BA), Economics
Richard Erikson's Fidelity Investments Experience April 1998 - September 1999
Job Sales Representative at Microsurgical Technology
Industry Medical Devices
Experience
Microsurgical Technology July 2012 - Present
Abbott Medical Optics January 2011 - June 2012
Pfizer October 2001 - December 2010
Quintiles September 1999 - September 2001
Fidelity Investments April 1998 - September 1999
Skills
Surgery, Hospitals, Pharmaceutical Industry, Cardiology, Sales Operations, Rheumatology, Pharmaceutical Sales, Sales Effectiveness, Internal Medicine, Neurology, Hospital Sales, Primary Care, Surgical Instruments, Orthopedic, OB/GYN, Medical Devices, Selling, Sales, Managed Care, Product Launch
Education
The University of Kansas 1986 — 1988
Bachelor of Arts, Psychology, 3.6
Microsurgical Technology July 2012 - Present
Abbott Medical Optics January 2011 - June 2012
Pfizer October 2001 - December 2010
Quintiles September 1999 - September 2001
Fidelity Investments April 1998 - September 1999
Skills
Surgery, Hospitals, Pharmaceutical Industry, Cardiology, Sales Operations, Rheumatology, Pharmaceutical Sales, Sales Effectiveness, Internal Medicine, Neurology, Hospital Sales, Primary Care, Surgical Instruments, Orthopedic, OB/GYN, Medical Devices, Selling, Sales, Managed Care, Product Launch
Education
The University of Kansas 1986 — 1988
Bachelor of Arts, Psychology, 3.6
Dustin Scobey Dustin Scobey's Fidelity Investments Experience May 2007 - July 2009
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Principal Financial Group December 2012 - Present
MetLife December 2011 - November 2012
Edward Jones July 2009 - November 2011
Fidelity Investments May 2007 - July 2009
Wachovia Securities Financial Network March 2005 - May 2007
Skills
Retirement, Strategic Financial..., Mutual Funds, 401k, Portfolio Management, Series 7, Retirement Planning, Uniform Combined State..., 401k Rollovers, Wealth Accumulation, Wealth Management, Investment Strategies, Financial Advisory, Financial Analysis, Insurance, Asset Managment, Alternative Investments, Variable Products, Financial Goals, Qualified Retirement...
Education
The University of Memphis 2001 — 2003
Master of Business Administration (MBA), MBA
The University of Memphis 2001 — 2003
Master of Business Administration (M.B.A.), Business/Managerial Economics
Randall Hendren Randall Hendren's Fidelity Investments Experience August 2012 - December 2012
Job Administrative Office Assistant
Industry Human Resources
Experience
Self-Employed July 2013 - Present
Alliance Behavioral Healthcare March 2013 - July 2013
Fidelity Investments August 2012 - December 2012
Employment Security Commission September 2010 - September 2011
NonProfit NPC August 2010 - February 2011
Mesa Airlines October 2007 - September 2010
West Corporation August 2005 - October 2007
Skills
Microsoft Excel, Outlook, Microsoft Word, Scanners, Printers, File Management, Contract Management, Compliance, HIPPA, Internet, Firefox, Internet Explorer, Google Chrome, Professional..., Written Correspondence, Business, Corporate Communications, Minute Taking, Meeting Scheduling, Calendar Planning, Outlook Calendar, Appointment Scheduling, Travel Arrangements, travel reimbursment, Receptionist Duties, Recruiting, Reception Areas, Hospitality Industry, Healthcare Industry, Creative Writing, Editing, Blogger, Oral & Written..., Written & Oral..., Written & Verbal..., Driving License, Animals, CATS, Dogs, Reading Comprehension, Reading, Typing, Back Office, Office Equipment, WordPress, Writing, PowerPoint, Professional Writing, Proofreading, Professional Services
Education
The University of Georgia 2000 — 2002
Bachelor's degree
Moorestown Friends School 1993 — 1997
Diploma
Self-Employed July 2013 - Present
Alliance Behavioral Healthcare March 2013 - July 2013
Fidelity Investments August 2012 - December 2012
Employment Security Commission September 2010 - September 2011
NonProfit NPC August 2010 - February 2011
Mesa Airlines October 2007 - September 2010
West Corporation August 2005 - October 2007
Skills
Microsoft Excel, Outlook, Microsoft Word, Scanners, Printers, File Management, Contract Management, Compliance, HIPPA, Internet, Firefox, Internet Explorer, Google Chrome, Professional..., Written Correspondence, Business, Corporate Communications, Minute Taking, Meeting Scheduling, Calendar Planning, Outlook Calendar, Appointment Scheduling, Travel Arrangements, travel reimbursment, Receptionist Duties, Recruiting, Reception Areas, Hospitality Industry, Healthcare Industry, Creative Writing, Editing, Blogger, Oral & Written..., Written & Oral..., Written & Verbal..., Driving License, Animals, CATS, Dogs, Reading Comprehension, Reading, Typing, Back Office, Office Equipment, WordPress, Writing, PowerPoint, Professional Writing, Proofreading, Professional Services
Education
The University of Georgia 2000 — 2002
Bachelor's degree
Moorestown Friends School 1993 — 1997
Diploma
Scott Brooks Scott Brooks's Fidelity Investments Experience December 2000 - September 2005
Job President at TheAnnuityLeads.com
Industry Financial Services
Experience
TheAnnuityleads.com March 2010 - Present
RolloverCoach.com May 2007 - Present
Rolloverleads.net January 2010 - August 2011
Comerica Wealth & Institutional Management June 2006 - June 2007
Fidelity Investments December 2000 - September 2005
Edward Jones January 1998 - November 1999
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Lead Generation, Marketing, Securities, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Annuities, 401k, Insurance, Estate Planning, Finance, Life Insurance
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
The University of Texas at Austin 1992 — 1996
TheAnnuityleads.com March 2010 - Present
RolloverCoach.com May 2007 - Present
Rolloverleads.net January 2010 - August 2011
Comerica Wealth & Institutional Management June 2006 - June 2007
Fidelity Investments December 2000 - September 2005
Edward Jones January 1998 - November 1999
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Wealth Management, Mutual Funds, Lead Generation, Marketing, Securities, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Fixed Annuities, 401k, Insurance, Estate Planning, Finance, Life Insurance
Education
The University of Dallas 2002 — 2004
MBA, Financial Services
The University of Texas at Austin 1992 — 1996
Andrew Weltz's Fidelity Investments Experience 1993 - 1999
Job Independent Branch Leader & Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
National Planning Group March 2011 - September 2012
Midland States Bank March 2008 - February 2010
US Bank 2006 - 2008
Bank of America 2001 - 2006
Charles Schwab 1999 - 2002
Fidelity Investments 1993 - 1999
Education
University of Kansas
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab September 2012 - Present
National Planning Group March 2011 - September 2012
Midland States Bank March 2008 - February 2010
US Bank 2006 - 2008
Bank of America 2001 - 2006
Charles Schwab 1999 - 2002
Fidelity Investments 1993 - 1999
Education
University of Kansas
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Carol Bond's Fidelity Investments Experience September 1998 - August 2003
Job writer at Novelist
Industry Publishing
Experience
Self-employed writer/author 2003 - Present
Novelist January 1998 - Present
Writer/Author 2003 - 2012
Fidelity Investments September 1998 - August 2003
School District of Philadelphia September 1992 - June 1997
Skills
Prose Writer, Comedy Writer, Poetry, Prose, Non-fiction, Creative Writing, Creative Fiction, Literary Fiction, Comedy, Poet, Books, Fiction Writing, Published Author, Short Stories, Novels, Storytelling, Ghostwriting, Publishing, Copy Editing, Literature, Book Reviews, Journalism, Copywriting, Ebooks, Social Networking, Manuscript, Publications, Web Content, Freelance Writing, Editing, Proofreading, Blogging, Editorial, Creative Writer, Content Development, Content Writing, Grammar, Fact-checking, Feature Articles, Screenwriting, Travel Writing, Memoir, Line Editing, Online Publishing, Science Fiction, Creative Non-fiction, Magazine Articles, Magazines, Book Writing, Newsletters
Education
Philadelphia College of Art 1975 — 1980
Associate Degree, Fashion Photography
The University of New Mexico 1966 — 1971
B.S. Education, Enghish & anthropology
The University of New Mexico 1966 — 1971
Bachelor's degree, English Language and Literature/Letters, 3.8
Self-employed writer/author 2003 - Present
Novelist January 1998 - Present
Writer/Author 2003 - 2012
Fidelity Investments September 1998 - August 2003
School District of Philadelphia September 1992 - June 1997
Skills
Prose Writer, Comedy Writer, Poetry, Prose, Non-fiction, Creative Writing, Creative Fiction, Literary Fiction, Comedy, Poet, Books, Fiction Writing, Published Author, Short Stories, Novels, Storytelling, Ghostwriting, Publishing, Copy Editing, Literature, Book Reviews, Journalism, Copywriting, Ebooks, Social Networking, Manuscript, Publications, Web Content, Freelance Writing, Editing, Proofreading, Blogging, Editorial, Creative Writer, Content Development, Content Writing, Grammar, Fact-checking, Feature Articles, Screenwriting, Travel Writing, Memoir, Line Editing, Online Publishing, Science Fiction, Creative Non-fiction, Magazine Articles, Magazines, Book Writing, Newsletters
Education
Philadelphia College of Art 1975 — 1980
Associate Degree, Fashion Photography
The University of New Mexico 1966 — 1971
B.S. Education, Enghish & anthropology
The University of New Mexico 1966 — 1971
Bachelor's degree, English Language and Literature/Letters, 3.8
Danielle Wildau Danielle Wildau's Fidelity Investments Experience June 2013 - Present
Job Client Service Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments August 2010 - June 2013
Fidelity Investments May 2008 - July 2010
Target August 2005 - October 2007
Target September 1998 - July 2005
Skills
Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, Human Resources, Leadership, Performance Management, Training, Outlook, PowerPoint, Leadership Development, Access, Microsoft Word, Coaching
Education
The University of New Mexico 1998 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Services
Fidelity Investments June 2013 - Present
Fidelity Investments August 2010 - June 2013
Fidelity Investments May 2008 - July 2010
Target August 2005 - October 2007
Target September 1998 - July 2005
Skills
Microsoft Excel, Customer Service, Microsoft Office, Data Analysis, Human Resources, Leadership, Performance Management, Training, Outlook, PowerPoint, Leadership Development, Access, Microsoft Word, Coaching
Education
The University of New Mexico 1998 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Services
Amanda Vigil Amanda Vigil's Fidelity Investments Experience August 2013 - December 2013
Job Nurse Tech II at Presbyterian Healthcare Services
Industry Mental Health Care
Experience
Presbyterian Healthcare Services April 2014 - Present
Fidelity Investments August 2013 - December 2013
Villa Santa Maria March 2013 - August 2013
University of New Mexico, School of Medicine August 2012 - November 2012
University of New Mexico, School of Medicine July 2012 - November 2012
University of New Mexico School of Medicine July 2012 - November 2012
Legacy Church August 2011 - February 2012
Combined BA/MD Program June 2011 - July 2011
Skills
Strong interpersonal..., Strong verbal and..., Project management..., Able to multitask..., Proficient in MS..., Knowledgeable and..., CPR Certified, Community Organizing, Community Outreach, Patient Advocacy, Research, Healthcare
Education
The University of New Mexico School of Medicine 2012 — 2017
Medical Degree
The University of New Mexico 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.58
Presbyterian Healthcare Services April 2014 - Present
Fidelity Investments August 2013 - December 2013
Villa Santa Maria March 2013 - August 2013
University of New Mexico, School of Medicine August 2012 - November 2012
University of New Mexico, School of Medicine July 2012 - November 2012
University of New Mexico School of Medicine July 2012 - November 2012
Legacy Church August 2011 - February 2012
Combined BA/MD Program June 2011 - July 2011
Skills
Strong interpersonal..., Strong verbal and..., Project management..., Able to multitask..., Proficient in MS..., Knowledgeable and..., CPR Certified, Community Organizing, Community Outreach, Patient Advocacy, Research, Healthcare
Education
The University of New Mexico School of Medicine 2012 — 2017
Medical Degree
The University of New Mexico 2008 — 2012
Bachelor of Science (B.S.), Psychology, 3.58
Justin Wheeler CFP®'s Fidelity Investments Experience December 2011 - May 2014
Job Senior Managing Advisor at BKD Wealth Advisors
Industry Financial Services
Experience
BKD Wealth Advisors May 2014 - Present
Fidelity Investments December 2011 - May 2014
American Cenury Investments March 2004 - December 2011
Heartland Community Church May 1999 - March 2004
Skills
Certified Financial...
Education
College of Financial Planning 2005 — 2007
Business, Management, Marketing, and Related Support Services
University of Kansas 1994 — 1999
BS, Business Communications
BKD Wealth Advisors May 2014 - Present
Fidelity Investments December 2011 - May 2014
American Cenury Investments March 2004 - December 2011
Heartland Community Church May 1999 - March 2004
Skills
Certified Financial...
Education
College of Financial Planning 2005 — 2007
Business, Management, Marketing, and Related Support Services
University of Kansas 1994 — 1999
BS, Business Communications
Jeff Carrillo's Fidelity Investments Experience July 2011 - Present
Job Defined Contributions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
REDW January 2009 - July 2011
AMEC June 2005 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Windows, Marketing, Leadership, Research, Event Planning, Data Analysis, Social Networking
Education
The University of New Mexico 2005 — 2010
Bachelor of Business Administration (BBA)
Fidelity Investments July 2011 - Present
REDW January 2009 - July 2011
AMEC June 2005 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Windows, Marketing, Leadership, Research, Event Planning, Data Analysis, Social Networking
Education
The University of New Mexico 2005 — 2010
Bachelor of Business Administration (BBA)
Katie O'Hara Katie O'Hara's Fidelity Investments Experience June 2015 - September 2015
Job IT intern at Fidelity Investments Data Provisioning
Industry Information Technology and Services
Experience
University of New Hampshire September 2013 - Present
Fidelity Investments June 2015 - September 2015
Liberty Mutual Insurance June 2014 - September 2014
Brooks Brothers June 2013 - September 2013
Kumon Math and Reading Center February 2008 - August 2012
Skills
CMS2, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Sales, Time Management, Recruiting, Management, Public Speaking, Customer Service, Research, Social Networking, Social Media, Access
Education
The University of New Hampshire 2012 — 2016
B.S. Business Administration, Data Analytics, Economics, and Sustainable Community Development, Junior
The University of Edinburgh 2014 — 2015
Sustainability Studies
University of New Hampshire September 2013 - Present
Fidelity Investments June 2015 - September 2015
Liberty Mutual Insurance June 2014 - September 2014
Brooks Brothers June 2013 - September 2013
Kumon Math and Reading Center February 2008 - August 2012
Skills
CMS2, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, PowerPoint, Sales, Time Management, Recruiting, Management, Public Speaking, Customer Service, Research, Social Networking, Social Media, Access
Education
The University of New Hampshire 2012 — 2016
B.S. Business Administration, Data Analytics, Economics, and Sustainable Community Development, Junior
The University of Edinburgh 2014 — 2015
Sustainability Studies
Neil Clower, PMP Neil Clower, PMP's Fidelity Investments Experience 2007 - 2009
Job IT Project Manager PMP, Technical Analyst
Industry Information Technology and Services
Experience
Oakbrook Solutions February 2013 - Present
Capital One June 2011 - August 2011
Freelance/Caregiver February 2009 - June 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
PMP, Client Facing Skills, Software Development, COBOL, Staff Management, Clarity, TSO, Control M, CICS, MVS, JCL, IT systems development, Full SDLC, Matrix Management, Functional Management, Software Project..., 24x7 Production Support, Technical Staff..., Software Implementation, Data Center, Data Conversion, Change Management, Software Consulting, Waterfall, SDLC, Disaster Recovery, Business Requirements, Requirements Analysis, Visio, Project Management, Access, Vendor Management, Resource Management, Mainframe, IT Strategy, Business Analysis, Management, Project Delivery, IT Management, Requirements Gathering, Production Support, Integration, Project Portfolio..., Software Documentation, PMO, MS Project, Oracle, Systems Analysis, Business Process..., SharePoint
Education
The University of Georgia 1985 — 1989
BBA, Management Information Systems
Oakbrook Solutions February 2013 - Present
Capital One June 2011 - August 2011
Freelance/Caregiver February 2009 - June 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
PMP, Client Facing Skills, Software Development, COBOL, Staff Management, Clarity, TSO, Control M, CICS, MVS, JCL, IT systems development, Full SDLC, Matrix Management, Functional Management, Software Project..., 24x7 Production Support, Technical Staff..., Software Implementation, Data Center, Data Conversion, Change Management, Software Consulting, Waterfall, SDLC, Disaster Recovery, Business Requirements, Requirements Analysis, Visio, Project Management, Access, Vendor Management, Resource Management, Mainframe, IT Strategy, Business Analysis, Management, Project Delivery, IT Management, Requirements Gathering, Production Support, Integration, Project Portfolio..., Software Documentation, PMO, MS Project, Oracle, Systems Analysis, Business Process..., SharePoint
Education
The University of Georgia 1985 — 1989
BBA, Management Information Systems
Samuel Brennan Samuel Brennan's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Fidelity Investments September 2012 - Present
New York Life Insurance Company September 2010 - September 2012
NYLIFE Securities LLC August 2010 - September 2012
Education
The University of Dallas 2006 — 2010
Bachelor's degree
Krista Franks Brock's Fidelity Investments Experience April 2009 - January 2010
Job Freelance Writer and Editor
Industry Writing and Editing
Experience
Independent contractor March 2012 - Present
DS News June 2011 - March 2012
Regional publications based in Georgia and Texas October 2008 - March 2012
Southern Distinction January 2010 - February 2011
Fidelity Investments April 2009 - January 2010
Southern Distinction Magazine August 2007 - December 2007
Jewish Community Center of Chicago June 2007 - August 2007
Skills
writing, Feature Writing, News Writing, Editing, Copy Editing, Copywriting, Proofreading, Art, Fabric Design, Writing, Feature Articles, Journalism, Editorial, Blogging, Magazines, Publications, Marketing, Public Relations, Publishing, Creative Writing, Advertising, Web Content, AP Style
Education
The University of Georgia 2003 — 2008
ABJ, BFA, Journalism, Fabric Design
Independent contractor March 2012 - Present
DS News June 2011 - March 2012
Regional publications based in Georgia and Texas October 2008 - March 2012
Southern Distinction January 2010 - February 2011
Fidelity Investments April 2009 - January 2010
Southern Distinction Magazine August 2007 - December 2007
Jewish Community Center of Chicago June 2007 - August 2007
Skills
writing, Feature Writing, News Writing, Editing, Copy Editing, Copywriting, Proofreading, Art, Fabric Design, Writing, Feature Articles, Journalism, Editorial, Blogging, Magazines, Publications, Marketing, Public Relations, Publishing, Creative Writing, Advertising, Web Content, AP Style
Education
The University of Georgia 2003 — 2008
ABJ, BFA, Journalism, Fabric Design
Joe Ranft Joe Ranft's Fidelity Investments Experience November 1999 - March 2008
Job Cinch Financial CoFounder and Director of Product & UX
Industry Internet
Experience
Cinch Financial June 2012 - Present
Joe Ranft Design LLC April 2008 - April 2013
Updown.com August 2008 - April 2009
Fidelity Investments November 1999 - March 2008
ixl 1998 - 2000
Morgan Keegan 1996 - 1998
Skills
Information Architecture, User Interface Design, Rapid Prototyping, Agile Methodologies, Customer Experience, User Research, Usability Testing, Creative Direction, Design Thinking, Usability
Education
University of Iowa 1994 — 1996
MA, English & English Education
University of Memphis 1986 — 1990
BA, English
Cinch Financial June 2012 - Present
Joe Ranft Design LLC April 2008 - April 2013
Updown.com August 2008 - April 2009
Fidelity Investments November 1999 - March 2008
ixl 1998 - 2000
Morgan Keegan 1996 - 1998
Skills
Information Architecture, User Interface Design, Rapid Prototyping, Agile Methodologies, Customer Experience, User Research, Usability Testing, Creative Direction, Design Thinking, Usability
Education
University of Iowa 1994 — 1996
MA, English & English Education
University of Memphis 1986 — 1990
BA, English
Bennett Myers Bennett Myers's Fidelity Investments Experience February 2015 - Present
Job Health Savings Account Representative IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Thai Cuisine May 2010 - January 2014
University of New Mexico 2008 - 2013
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments February 2015 - Present
Thai Cuisine May 2010 - January 2014
University of New Mexico 2008 - 2013
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General
Dr. Claus te Wildt Dr. Claus te Wildt's Fidelity Investments Experience January 2006 - Present
Job Senior VP, Capital Markets Strategy at Fidelity
Industry Investment Management
Experience
Fidelity Investments January 2006 - Present
teMac Investments LLC July 2003 - December 2005
Allianz Dresdner Asset Management July 2001 - 2003
Dresdner Asset Management/RCM Global Investors September 2000 - June 2001
Dresdner RCM Global Investors August 1998 - August 2000
GT Global (acquired by AIM Funds) August 1997 - July 1998
Bain & Company July 1994 - July 1997
Skills
Asset Management, Investments, Capital Markets, Investment Advisory, Wealth Management, Asset Allocation, Series 7, Thought Leadership, Mutual Funds, Portfolio Management, Investment Strategies, Strategy Development, Business Strategy
Education
Christian-Albrechts-Universität zu Kiel / University of Kiel 1991 — 1994
Ph. D.
University of Colorado at Boulder - Leeds School of Business 1990 — 1991
MBA
Universität Regensburg / University of Regensburg 1988 — 1990
BA Equivalent
Max Planck Gymnasium Dortmund
Fidelity Investments January 2006 - Present
teMac Investments LLC July 2003 - December 2005
Allianz Dresdner Asset Management July 2001 - 2003
Dresdner Asset Management/RCM Global Investors September 2000 - June 2001
Dresdner RCM Global Investors August 1998 - August 2000
GT Global (acquired by AIM Funds) August 1997 - July 1998
Bain & Company July 1994 - July 1997
Skills
Asset Management, Investments, Capital Markets, Investment Advisory, Wealth Management, Asset Allocation, Series 7, Thought Leadership, Mutual Funds, Portfolio Management, Investment Strategies, Strategy Development, Business Strategy
Education
Christian-Albrechts-Universität zu Kiel / University of Kiel 1991 — 1994
Ph. D.
University of Colorado at Boulder - Leeds School of Business 1990 — 1991
MBA
Universität Regensburg / University of Regensburg 1988 — 1990
BA Equivalent
Max Planck Gymnasium Dortmund
Brad Finkenauer Brad Finkenauer's Fidelity Investments Experience August 2009 - November 2014
Job Customer Service Associate providing excellent customer service.
Industry Information Services
Experience
Fidelity Investments August 2009 - November 2014
Sheepskin Seatcover Store August 1982 - June 2009
Skills
Customer Service, Sales, Training, Advertising, Retail, Microsoft Office, Windows 7
Education
The University of New Mexico
n/a, electrical engineering
Fidelity Investments August 2009 - November 2014
Sheepskin Seatcover Store August 1982 - June 2009
Skills
Customer Service, Sales, Training, Advertising, Retail, Microsoft Office, Windows 7
Education
The University of New Mexico
n/a, electrical engineering
Gabriel Long Gabriel Long's Fidelity Investments Experience August 2015 - Present
Job Contracts Workplace Investing & Strategy
Industry Law Practice
Experience
Fidelity Investments August 2015 - Present
National School Boards Association September 2014 - December 2014
Montgomery & Andrews May 2014 - September 2014
Second Judicial District Court August 2013 - December 2013
University of New Mexico August 2013 - December 2013
Office of General Counsel, New Mexico Public Education Department June 2013 - August 2013
United States Senate July 2009 - August 2012
New Mexico House of Representatives January 2009 - April 2009
South Korea Ministry of Education, Science and Technology August 2007 - September 2008
U.S. Department of State May 2002 - July 2003
Skills
Public Speaking, Government, Education Policy, Community Outreach, Legislation, Program Management, Leadership, Legislative Relations, Nonprofits, Politics, Public Policy, Economic Development, Teaching, Political Campaigns, Policy
Education
The University of New Mexico School of Law 2012 — 2015
Juris Doctor, Law and Policy
The University of New Mexico 2002 — 2006
Anthropology, Anthropology
Fidelity Investments August 2015 - Present
National School Boards Association September 2014 - December 2014
Montgomery & Andrews May 2014 - September 2014
Second Judicial District Court August 2013 - December 2013
University of New Mexico August 2013 - December 2013
Office of General Counsel, New Mexico Public Education Department June 2013 - August 2013
United States Senate July 2009 - August 2012
New Mexico House of Representatives January 2009 - April 2009
South Korea Ministry of Education, Science and Technology August 2007 - September 2008
U.S. Department of State May 2002 - July 2003
Skills
Public Speaking, Government, Education Policy, Community Outreach, Legislation, Program Management, Leadership, Legislative Relations, Nonprofits, Politics, Public Policy, Economic Development, Teaching, Political Campaigns, Policy
Education
The University of New Mexico School of Law 2012 — 2015
Juris Doctor, Law and Policy
The University of New Mexico 2002 — 2006
Anthropology, Anthropology
James Coder, CFA's Fidelity Investments Experience July 2012 - December 2012
Job Analyst at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Dariush Shoja Dariush Shoja's Fidelity Investments Experience 2001 - 2002
Job PMO Sr. Director at CIBC MA, PgMP®, PMP®, SCEA
Industry Financial Services
Experience
CIBC Wealth Management Technology September 2014 - Present
CIBC (Canadian Imperial Bank of Commerce) January 2008 - October 2014
CIBC 2002 - 2007
Fidelity Investments 2001 - 2002
Subex Ltd September 2000 - August 2001
Astaware Technologies Inc 2000 - 2000
Informatics Services Corporation 1997 - 2000
Bank Refah 1990 - 1997
Skills
PMO, Portfolio Management, Program Management, Outsourcing, Quality Assurance, PMP, SDLC, Agile Methodologies, Project Portfolio..., Cross-functional Team..., Project Delivery, Agile Project Management, Business Analysis, Business Intelligence, Business Process..., Business Transformation, Enterprise Architecture, Process Improvement, Project Management, Requirements Analysis, Vendor Management
Education
Queen's School of Business
Leadership Program
University of Tehran
Masters, Accounting
The University of Manchester
B.Sc., Computer Science
CIBC Wealth Management Technology September 2014 - Present
CIBC (Canadian Imperial Bank of Commerce) January 2008 - October 2014
CIBC 2002 - 2007
Fidelity Investments 2001 - 2002
Subex Ltd September 2000 - August 2001
Astaware Technologies Inc 2000 - 2000
Informatics Services Corporation 1997 - 2000
Bank Refah 1990 - 1997
Skills
PMO, Portfolio Management, Program Management, Outsourcing, Quality Assurance, PMP, SDLC, Agile Methodologies, Project Portfolio..., Cross-functional Team..., Project Delivery, Agile Project Management, Business Analysis, Business Intelligence, Business Process..., Business Transformation, Enterprise Architecture, Process Improvement, Project Management, Requirements Analysis, Vendor Management
Education
Queen's School of Business
Leadership Program
University of Tehran
Masters, Accounting
The University of Manchester
B.Sc., Computer Science
Brant M Watson Brant M Watson's Fidelity Investments Experience 2014 - Present
Job Financial Consultant
Industry Investment Management
Experience
Fidelity Investments 2014 - Present
Merrill Lynch 2011 - 2014
Scott & White Healthcare 2010 - 2011
TASC 2010 - 2011
Newcastle Science City 2009 - 2010
Scott, Douglass & McConnico 2006 - 2008
Skills
Portfolio Management, Business Development, Financial Modeling, Business Strategy, Financial Analysis, Research, Strategic Financial..., Strategy, Risk Management, Strategic Planning, Project Management
Education
CFA Institute
CFA Program Level II Candidate
University of Newcastle-upon-Tyne
Master of Business Administration (MBA), Finance
The University of Texas at Austin
Master's
University of Kansas
Bachelor's
Fidelity Investments 2014 - Present
Merrill Lynch 2011 - 2014
Scott & White Healthcare 2010 - 2011
TASC 2010 - 2011
Newcastle Science City 2009 - 2010
Scott, Douglass & McConnico 2006 - 2008
Skills
Portfolio Management, Business Development, Financial Modeling, Business Strategy, Financial Analysis, Research, Strategic Financial..., Strategy, Risk Management, Strategic Planning, Project Management
Education
CFA Institute
CFA Program Level II Candidate
University of Newcastle-upon-Tyne
Master of Business Administration (MBA), Finance
The University of Texas at Austin
Master's
University of Kansas
Bachelor's
Andre Leveille Andre Leveille's Fidelity Investments Experience 2015 - Present
Job Fidelity Investments
Industry Banking
Experience
Fidelity Investments 2015 - Present
RBS Markets & International Banking October 2012 - March 2015
America First Credit Union September 2008 - November 2012
Catholic Community Services of Utah May 2011 - August 2011
America First Credit Union May 2006 - September 2008
Education
Christian-Albrechts-Universität zu Kiel / University of Kiel 2011 — 2011
International/Global Studies
University of Utah
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
Fidelity Investments 2015 - Present
RBS Markets & International Banking October 2012 - March 2015
America First Credit Union September 2008 - November 2012
Catholic Community Services of Utah May 2011 - August 2011
America First Credit Union May 2006 - September 2008
Education
Christian-Albrechts-Universität zu Kiel / University of Kiel 2011 — 2011
International/Global Studies
University of Utah
Bachelor of Applied Science (B.A.Sc.), International Relations and Affairs
Carlye Yanker's Fidelity Investments Experience July 2013 - Present
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Mortar Board Honor Society April 2012 - May 2013
University of Kansas Student Senate September 2011 - May 2013
American Century Investments May 2012 - August 2012
Kappa Delta Sorority November 2010 - November 2011
Center for Community Outreach August 2010 - September 2011
Skills
Accounting, Excel, PowerPoint, Word, Microsoft Office, Access, Budgeting
Education
University of Kansas 2009 — 2013
Finance and Accounting
Fidelity Investments July 2013 - Present
Mortar Board Honor Society April 2012 - May 2013
University of Kansas Student Senate September 2011 - May 2013
American Century Investments May 2012 - August 2012
Kappa Delta Sorority November 2010 - November 2011
Center for Community Outreach August 2010 - September 2011
Skills
Accounting, Excel, PowerPoint, Word, Microsoft Office, Access, Budgeting
Education
University of Kansas 2009 — 2013
Finance and Accounting
Diana Gaston's Fidelity Investments Experience December 2013 - Present
Job Lead Curator, Corporate Art Collection at Fidelity Investments
Industry Fine Art
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments August 2003 - December 2013
San Francisco Camerawork 2001 - 2002
Museum of Photographic Arts, San Diego 1993 - 1999
University of New Mexico Art Museum September 1989 - April 1993
Skills
Museums, Art, History, Art History, Museum Collections, Curatorial Projects, Visual Arts, Grant Writing, Galleries, Books, Volunteer Management, Museum Education, Illustrator, Sculpture, Teaching, Archives, Modern Art, Photography, Contemporary Art, Nonprofits, Graphic Design, Art Education, Art Exhibitions, History of Art, Drawing, Art Criticism, Curating, Blogging, Fundraising, Fine Art, Adobe Creative Suite, Creative Writing, Painting, Arts Administration, Photoshop, Cultural Heritage, Mac, Publishing, Research, Art Handling, Public Art, Exhibit Design, Editing, Grants, Cataloging, Publications, Art Consulting, Digital Photography, Gallery Administration, Editorial
Education
University of Kansas
MA, Art History
Fidelity Investments December 2013 - Present
Fidelity Investments August 2003 - December 2013
San Francisco Camerawork 2001 - 2002
Museum of Photographic Arts, San Diego 1993 - 1999
University of New Mexico Art Museum September 1989 - April 1993
Skills
Museums, Art, History, Art History, Museum Collections, Curatorial Projects, Visual Arts, Grant Writing, Galleries, Books, Volunteer Management, Museum Education, Illustrator, Sculpture, Teaching, Archives, Modern Art, Photography, Contemporary Art, Nonprofits, Graphic Design, Art Education, Art Exhibitions, History of Art, Drawing, Art Criticism, Curating, Blogging, Fundraising, Fine Art, Adobe Creative Suite, Creative Writing, Painting, Arts Administration, Photoshop, Cultural Heritage, Mac, Publishing, Research, Art Handling, Public Art, Exhibit Design, Editing, Grants, Cataloging, Publications, Art Consulting, Digital Photography, Gallery Administration, Editorial
Education
University of Kansas
MA, Art History
Ben Ortiz, MBA, PMP Ben Ortiz, MBA, PMP's Fidelity Investments Experience June 2011 - Present
Job Director, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Ortiz Realty Services January 2003 - Present
Honeywell Aerospace October 2010 - June 2011
Honeywell Aerospace February 2009 - October 2010
Honeywell Aerospace September 2006 - February 2009
Honeywell Aerospace October 2005 - September 2006
Honeywell Aerospace January 2004 - October 2005
Honeywell Aerospace June 2003 - January 2004
Honeywell June 1999 - June 2003
Sandia National Laboratories September 1993 - May 1999
Skills
Avionics, Earned Value Management, Estimates, Engineering, Technical Management, Requirements Analysis, Program Management, Process Improvement, Deployment, Design Review, Aerospace, Engineering Management, Six Sigma, Electrical Engineering, Systems Engineering, Manufacturing..., Project Engineering, Product Engineering, Design Engineering, Engineering Design, Root Cause Analysis, Engineers, System Design, Configuration Management, Project Execution, PMP, Manufacturing, Continuous Improvement, Green Belt, MS Project, Project Planning, Risk Management, Cross-functional Team..., Global Leadership, Benefits Administration, Defined Benefit, Health Savings Accounts, Real Estate Negotiation, Project Management, Analysis, Leadership, Real Estate Transactions, Software Documentation, System Deployment, Technology Management
Education
University of Phoenix 2005 — 2007
Masters of Business Administration, Technology Management
The University of New Mexico 1994 — 1999
Bachelors of Science, Electrical Engineering
West Mesa 1991 — 1994
Fidelity Investments June 2011 - Present
Ortiz Realty Services January 2003 - Present
Honeywell Aerospace October 2010 - June 2011
Honeywell Aerospace February 2009 - October 2010
Honeywell Aerospace September 2006 - February 2009
Honeywell Aerospace October 2005 - September 2006
Honeywell Aerospace January 2004 - October 2005
Honeywell Aerospace June 2003 - January 2004
Honeywell June 1999 - June 2003
Sandia National Laboratories September 1993 - May 1999
Skills
Avionics, Earned Value Management, Estimates, Engineering, Technical Management, Requirements Analysis, Program Management, Process Improvement, Deployment, Design Review, Aerospace, Engineering Management, Six Sigma, Electrical Engineering, Systems Engineering, Manufacturing..., Project Engineering, Product Engineering, Design Engineering, Engineering Design, Root Cause Analysis, Engineers, System Design, Configuration Management, Project Execution, PMP, Manufacturing, Continuous Improvement, Green Belt, MS Project, Project Planning, Risk Management, Cross-functional Team..., Global Leadership, Benefits Administration, Defined Benefit, Health Savings Accounts, Real Estate Negotiation, Project Management, Analysis, Leadership, Real Estate Transactions, Software Documentation, System Deployment, Technology Management
Education
University of Phoenix 2005 — 2007
Masters of Business Administration, Technology Management
The University of New Mexico 1994 — 1999
Bachelors of Science, Electrical Engineering
West Mesa 1991 — 1994
James Mary James Mary's Fidelity Investments Experience 1996 - 2001
Job Leadership / Team Development with Cincinnati Children's Hospital Medical Center
Industry Health, Wellness and Fitness
Experience
Cincinnati Children's Hospital Medical Center July 2006 - Present
Fifth Third Bank March 2003 - July 2006
Crossroads Community Church 2001 - 2003
Fidelity Investments 1996 - 2001
Skills
Leadership Development, Coaching, Conflict Resolution, Public Speaking, Teaching, Team Building, Adult Education, Workshop Facilitation, Staff Development, Training, Cross-cultural..., Curriculum Design, Executive Coaching, Leadership
Education
The University of Georgia 1975 — 1981
BA, Psychology
Xavier University 2009 — 2011
M.S., Human Resource Development
Cincinnati Children's Hospital Medical Center July 2006 - Present
Fifth Third Bank March 2003 - July 2006
Crossroads Community Church 2001 - 2003
Fidelity Investments 1996 - 2001
Skills
Leadership Development, Coaching, Conflict Resolution, Public Speaking, Teaching, Team Building, Adult Education, Workshop Facilitation, Staff Development, Training, Cross-cultural..., Curriculum Design, Executive Coaching, Leadership
Education
The University of Georgia 1975 — 1981
BA, Psychology
Xavier University 2009 — 2011
M.S., Human Resource Development
Corey Ghelfi's Fidelity Investments Experience June 2014 - May 2015
Job Realtor
Industry Real Estate
Experience
The Maez Group at Keller Williams Realty May 2015 - Present
Fidelity Investments June 2014 - May 2015
Skills
Process Improvement, Training, Customer Service, Leadership, Public Speaking, Business Analysis, Finance, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Real Estate, Real Estate Transactions, Investment Properties, Property Management, Luxury Real Estate, Land Acquisition, Real Estate Financing
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Finance
The Maez Group at Keller Williams Realty May 2015 - Present
Fidelity Investments June 2014 - May 2015
Skills
Process Improvement, Training, Customer Service, Leadership, Public Speaking, Business Analysis, Finance, Risk Management, Microsoft Office, Microsoft Excel, PowerPoint, Real Estate, Real Estate Transactions, Investment Properties, Property Management, Luxury Real Estate, Land Acquisition, Real Estate Financing
Education
The University of New Mexico 2008 — 2013
Bachelor of Business Administration (BBA), Finance
Majdi Nassar Majdi Nassar's Fidelity Investments Experience January 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments October 2013 - June 2014
Fidelity Investments June 2012 - September 2013
M&M Stores 2010 - 2012
The Golden Adobe Inc. 2004 - 2011
Skills
Microsoft Excel, Facebook, Marketing Communications, Event Planning, Management, Operations Management
Education
The University of New Mexico 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The University of New Mexico 2007 — 2012
Master of Business Administration (M.B.A.), Management of Technology
The University of New Mexico 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments October 2013 - June 2014
Fidelity Investments June 2012 - September 2013
M&M Stores 2010 - 2012
The Golden Adobe Inc. 2004 - 2011
Skills
Microsoft Excel, Facebook, Marketing Communications, Event Planning, Management, Operations Management
Education
The University of New Mexico 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The University of New Mexico 2007 — 2012
Master of Business Administration (M.B.A.), Management of Technology
The University of New Mexico 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Sean M. O'Brien Sean M. O'Brien's Fidelity Investments Experience 1986 - 1994
Job Real Estate Development/Acquisitions/Management
Industry Real Estate
Experience
Harvard Yale Properties LLC 2008 - Present
Cottonwood Plaza LLC 2004 - Present
O'Brien Enterprises LLC 1994 - Present
Fidelity Investments 1986 - 1994
Skills
Real Estate, Real Estate Transactions, Investment Properties, Investors, Real Estate Development
Education
University of Utah - David Eccles School of Business 1983 — 1987
B.S., Business Finance / Spanish
The University of Kiel 1984 — 1985
German Languages
Harvard Yale Properties LLC 2008 - Present
Cottonwood Plaza LLC 2004 - Present
O'Brien Enterprises LLC 1994 - Present
Fidelity Investments 1986 - 1994
Skills
Real Estate, Real Estate Transactions, Investment Properties, Investors, Real Estate Development
Education
University of Utah - David Eccles School of Business 1983 — 1987
B.S., Business Finance / Spanish
The University of Kiel 1984 — 1985
German Languages
Virginia Keller Virginia Keller's Fidelity Investments Experience 1993 - 1995
Job Legal Systems Engineer at Legal Workspace
Industry Information Technology and Services
Experience
Legal Workspace August 2014 - Present
Zones, Inc. June 2006 - June 2013
Hillside at Falcon's Lair HOA February 2006 - March 2013
Solutions in Software, Inc. August 2003 - February 2006
International Business Machines Corp. August 1997 - July 2002
Atofina 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Cloud Computing, Project Management, Virtualization, Team Leadership, Data Center, Storage, VMware, Strategic Planning, Disaster Recovery, Enterprise Software, Solution Selling, Professional Services, Managed Services, HP, Channel Partners, Storage Area Networks, SAN, Security, Servers, Management, Hardware, Information Technology, VMware ESX
Education
The University of Texas at Dallas 2009 — 2014
Bachelor of Arts (B.A.), Political Science
University of North Texas 1992 — 1992
Political Science, History
The University of Georgia 1989 — 1990
Political Science, History, Spanish
University of Arkansas at Fort Smith 1987 — 1989
University of Arkansas at Little Rock 1986 — 1986
Electronic Engineering
Legal Workspace August 2014 - Present
Zones, Inc. June 2006 - June 2013
Hillside at Falcon's Lair HOA February 2006 - March 2013
Solutions in Software, Inc. August 2003 - February 2006
International Business Machines Corp. August 1997 - July 2002
Atofina 1995 - 1997
Fidelity Investments 1993 - 1995
Skills
Cloud Computing, Project Management, Virtualization, Team Leadership, Data Center, Storage, VMware, Strategic Planning, Disaster Recovery, Enterprise Software, Solution Selling, Professional Services, Managed Services, HP, Channel Partners, Storage Area Networks, SAN, Security, Servers, Management, Hardware, Information Technology, VMware ESX
Education
The University of Texas at Dallas 2009 — 2014
Bachelor of Arts (B.A.), Political Science
University of North Texas 1992 — 1992
Political Science, History
The University of Georgia 1989 — 1990
Political Science, History, Spanish
University of Arkansas at Fort Smith 1987 — 1989
University of Arkansas at Little Rock 1986 — 1986
Electronic Engineering
Jess Hines's Fidelity Investments Experience July 2012 - Present
Job Senior Software Engineer Developer
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments March 2010 - July 2012
Fidelity Investments April 2008 - March 2010
InVue Security Products June 2007 - April 2008
Skills
User Experience Design, Scrum, Agile Web Development, Web Design, Web Application Design, Project Management, Web Development, User Interface Design, Presentation Skills, Collaborative Problem..., Continuous Improvement, Copywriting, Copy Editing, Creative Writing, Ember.js, Git, JavaScript, design, Agile Methodologies, WebFOCUS, Excel, Microsoft Excel, VBA, Teamwork, Team Building, Public Speaking, Writing, Technical Writing, Presentations, Keynote, PowerPoint, Functional Design, Innovation Development, HTML, HTML5, CSS, SASS, Teaching, Tutorials, Requirements Gathering, Requirements Analysis, Performing Arts, Power Tools, Hand Tools, Weapons Handling, Software Development, Graphic Design, Leadership, Cross-functional Team...
Education
Harding University 2004 — 2007
BBA, Information Technology, Business Administration, Theatre, 3.9GPA, Summa Cum Laude
The University of New Mexico 2001 — 2003
Calculus, Psychology, Welding, 4.0 GPA
Fidelity Investments July 2012 - Present
Fidelity Investments March 2010 - July 2012
Fidelity Investments April 2008 - March 2010
InVue Security Products June 2007 - April 2008
Skills
User Experience Design, Scrum, Agile Web Development, Web Design, Web Application Design, Project Management, Web Development, User Interface Design, Presentation Skills, Collaborative Problem..., Continuous Improvement, Copywriting, Copy Editing, Creative Writing, Ember.js, Git, JavaScript, design, Agile Methodologies, WebFOCUS, Excel, Microsoft Excel, VBA, Teamwork, Team Building, Public Speaking, Writing, Technical Writing, Presentations, Keynote, PowerPoint, Functional Design, Innovation Development, HTML, HTML5, CSS, SASS, Teaching, Tutorials, Requirements Gathering, Requirements Analysis, Performing Arts, Power Tools, Hand Tools, Weapons Handling, Software Development, Graphic Design, Leadership, Cross-functional Team...
Education
Harding University 2004 — 2007
BBA, Information Technology, Business Administration, Theatre, 3.9GPA, Summa Cum Laude
The University of New Mexico 2001 — 2003
Calculus, Psychology, Welding, 4.0 GPA
David Whipkey David Whipkey's Fidelity Investments Experience August 2007 - November 2009
Job PMP, Director at L3 Communications
Industry Information Technology and Services
Experience
L-3 Communications November 2009 - Present
Fidelity Investments August 2007 - November 2009
Mason School System 2005 - 2008
Air Force Research Laboratory July 2002 - August 2007
Deloitte Consulting August 1998 - June 2002
EDS November 1997 - August 1998
Alliance of Computer Professionals February 1995 - November 1997
US Army September 1994 - February 1995
USAF May 1977 - September 1994
Skills
Volunteer Coordination, Volunteer Management, Swimming, Contract Management, Infrastructure, Software Development, Disaster Recovery, PMP, Product Management, Project Management, Event Management, Software Consulting, Management Consulting, Program Management, Program Management..., Change Management, Management, Data Center, Technical Writing, Technical Leadership, Training Delivery, Training, System Testing, Testing, Test Management, Test Planning, Test Automation, Military, Computers, Systems Engineering, Security, Security Clearance, Requirements Analysis, Process Improvement, DoD, Integration, PMO, Enterprise Software, Configuration Management, Quality Assurance, Requirements Management, ERP, Information Technology, Consulting, Leadership, SDLC, Vendor Management
Education
University of Maryland College Park 1993 — 1994
BS, Computers
The University of North Dakota 1981 — 1983
MBA, Management
The University of Georgia 1973 — 1977
BA, Management
L-3 Communications November 2009 - Present
Fidelity Investments August 2007 - November 2009
Mason School System 2005 - 2008
Air Force Research Laboratory July 2002 - August 2007
Deloitte Consulting August 1998 - June 2002
EDS November 1997 - August 1998
Alliance of Computer Professionals February 1995 - November 1997
US Army September 1994 - February 1995
USAF May 1977 - September 1994
Skills
Volunteer Coordination, Volunteer Management, Swimming, Contract Management, Infrastructure, Software Development, Disaster Recovery, PMP, Product Management, Project Management, Event Management, Software Consulting, Management Consulting, Program Management, Program Management..., Change Management, Management, Data Center, Technical Writing, Technical Leadership, Training Delivery, Training, System Testing, Testing, Test Management, Test Planning, Test Automation, Military, Computers, Systems Engineering, Security, Security Clearance, Requirements Analysis, Process Improvement, DoD, Integration, PMO, Enterprise Software, Configuration Management, Quality Assurance, Requirements Management, ERP, Information Technology, Consulting, Leadership, SDLC, Vendor Management
Education
University of Maryland College Park 1993 — 1994
BS, Computers
The University of North Dakota 1981 — 1983
MBA, Management
The University of Georgia 1973 — 1977
BA, Management
Alan Liggett Alan Liggett's Fidelity Investments Experience 1981 - 1995
Job Principal at Reflective Solutions
Industry Information Technology and Services
Experience
Reflective Solutions 2009 - Present
Wall Street Horizon January 2009 - April 2010
Questcon Technologies 2005 - December 2008
Computer Horizons 2001 - 2004
Putnam Investments 1996 - 2001
Fidelity Investments 1981 - 1995
Education
The University of Manchester 1967 — 1970
BA Honours, History, Economics, Politics
Quarry Bank HS 1961 — 1967
Reflective Solutions 2009 - Present
Wall Street Horizon January 2009 - April 2010
Questcon Technologies 2005 - December 2008
Computer Horizons 2001 - 2004
Putnam Investments 1996 - 2001
Fidelity Investments 1981 - 1995
Education
The University of Manchester 1967 — 1970
BA Honours, History, Economics, Politics
Quarry Bank HS 1961 — 1967
Josh Swafford's Fidelity Investments Experience July 2015 - Present
Job Director, Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2006 - July 2011
Skills
Microsoft Office, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Strategic Planning, Sales, Microsoft Excel, Financial Services, Mutual Funds
Education
Western Governors University 2013 — 2015
Bachelor of Science (B.S.), Sales and Sales Management
The University of Memphis 2003 — 2007
Business Administration and Management, General
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2006 - July 2011
Skills
Microsoft Office, Project Management, Leadership, Business Analysis, Financial Analysis, Risk Management, Strategic Planning, Sales, Microsoft Excel, Financial Services, Mutual Funds
Education
Western Governors University 2013 — 2015
Bachelor of Science (B.S.), Sales and Sales Management
The University of Memphis 2003 — 2007
Business Administration and Management, General
Jessica Lindsey Jessica Lindsey's Fidelity Investments Experience August 2015 - Present
Job Graduate Teaching Assistant at University of New Mexico
Industry
Experience
Fidelity Investments August 2015 - Present
Strayer University August 2015 - Present
University of New Mexico January 2014 - May 2015
Chili's March 2010 - October 2014
Skills
Spanish, Teamwork, Time Management, English, Customer Service, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, Outlook, Linguistics, Language Teaching, Teaching, Hospitality
Education
The University of New Mexico 2013 — 2015
M.A. Spanish, Hispanic Linguistics
The University of New Mexico 2008 — 2013
Bachelor of Arts (B.A.), Linguistics, Spanish
Fidelity Investments August 2015 - Present
Strayer University August 2015 - Present
University of New Mexico January 2014 - May 2015
Chili's March 2010 - October 2014
Skills
Spanish, Teamwork, Time Management, English, Customer Service, Microsoft Word, PowerPoint, Facebook, Microsoft Excel, Outlook, Linguistics, Language Teaching, Teaching, Hospitality
Education
The University of New Mexico 2013 — 2015
M.A. Spanish, Hispanic Linguistics
The University of New Mexico 2008 — 2013
Bachelor of Arts (B.A.), Linguistics, Spanish
Donn Hess's Fidelity Investments Experience May 2007 - January 2010
Job Senior Vice President, Marketing and Communications at Lockton Retirement Services
Industry Financial Services
Experience
Lockton Retirement Services May 2015 - Present
EMPOWER Retirement, formerly J.P. Morgan Retirement Plan Services February 2010 - April 2015
Fidelity Investments May 2007 - January 2010
JP Morgan 2003 - 2007
American Century Investments/JP Morgan 1992 - 2007
Education
The University of Kansas 1986 — 1992
Sumner Academy 1980 — 1986
Lockton Retirement Services May 2015 - Present
EMPOWER Retirement, formerly J.P. Morgan Retirement Plan Services February 2010 - April 2015
Fidelity Investments May 2007 - January 2010
JP Morgan 2003 - 2007
American Century Investments/JP Morgan 1992 - 2007
Education
The University of Kansas 1986 — 1992
Sumner Academy 1980 — 1986
Darlene Valdez Darlene Valdez's Fidelity Investments Experience August 2014 - Present
Job Quality Assurance Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2010 - Present
Skills
Employee Benefits, Human Resources, HRIS, Employee Relations, Benefits Administration, Onboarding, Performance Management, Talent Management, Talent Acquisition, Recruiting, Deferred Compensation, Employee Engagement, Vendor Management, PeopleSoft, Succession Planning, Applicant Tracking..., Process Improvement, Outlook, Training, Workforce Planning, Leadership, Strategic Planning, Nonprofits, Public Speaking, Microsoft Excel, Management, Policy, Program Management, Community Outreach, Team Building, Leadership Development, Fundraising
Education
The University of New Mexico 2012 — 2014
Masters of Public Administration (MPA), Public Health
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Human Resource management
Central New Mexico Community College 2004 — 2006
Associates degree Pre-Management, Business Administration and Management, General
Fidelity Investments August 2014 - Present
Fidelity Investments June 2010 - Present
Skills
Employee Benefits, Human Resources, HRIS, Employee Relations, Benefits Administration, Onboarding, Performance Management, Talent Management, Talent Acquisition, Recruiting, Deferred Compensation, Employee Engagement, Vendor Management, PeopleSoft, Succession Planning, Applicant Tracking..., Process Improvement, Outlook, Training, Workforce Planning, Leadership, Strategic Planning, Nonprofits, Public Speaking, Microsoft Excel, Management, Policy, Program Management, Community Outreach, Team Building, Leadership Development, Fundraising
Education
The University of New Mexico 2012 — 2014
Masters of Public Administration (MPA), Public Health
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Human Resource management
Central New Mexico Community College 2004 — 2006
Associates degree Pre-Management, Business Administration and Management, General
Alisa Gibson-Palacio's Fidelity Investments Experience March 2015 - Present
Job Beneficiary Qualification Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments April 2012 - March 2015
Fidelity Investments August 2013 - August 2014
CNM - Central New Mexico Community College September 2011 - December 2011
Skills
Employee Benefits, Retirement, Data Analysis, Microsoft Excel, Customer Service, Editing, Professional Writing, Microsoft Word, Creative Writing, Creative Problem Solving, Team-oriented, Positivity, Critical Thinking, Time Management, Technical Writing, Data Entry, Defined Benefit, Teamwork, Organizational..., Research, Analysis, Higher Education, Analytical Skills, SharePoint, PowerPoint, Facebook, Proofreading, Outlook, Writing, Public Speaking, Teaching, Microsoft Office, Mentoring, Social Networking, Onboarding, Process Improvement, Strategy, Phone Etiquette
Education
The University of New Mexico 2006 — 2011
Bachelor's Degree, Philosophy
Fidelity Investments March 2015 - Present
Fidelity Investments April 2012 - March 2015
Fidelity Investments August 2013 - August 2014
CNM - Central New Mexico Community College September 2011 - December 2011
Skills
Employee Benefits, Retirement, Data Analysis, Microsoft Excel, Customer Service, Editing, Professional Writing, Microsoft Word, Creative Writing, Creative Problem Solving, Team-oriented, Positivity, Critical Thinking, Time Management, Technical Writing, Data Entry, Defined Benefit, Teamwork, Organizational..., Research, Analysis, Higher Education, Analytical Skills, SharePoint, PowerPoint, Facebook, Proofreading, Outlook, Writing, Public Speaking, Teaching, Microsoft Office, Mentoring, Social Networking, Onboarding, Process Improvement, Strategy, Phone Etiquette
Education
The University of New Mexico 2006 — 2011
Bachelor's Degree, Philosophy
Janine Lucero Janine Lucero's Fidelity Investments Experience July 2008 - September 2009
Job US 3rd Party Solutions at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard August 2014 - Present
Hewlett Packard Company January 2010 - Present
Hewlett-Packard 2014 - 2014
Fidelity Investments July 2008 - September 2009
Fidelity Investments July 2008 - September 2009
Fidelity Investments July 2008 - September 2009
Skills
Process Improvement, Account Management, Customer Service, 401k, Salesforce.com, Outlook, PeopleSoft, Sales Process, Microsoft Excel, PowerPoint, Brio Query, Series 63, Lotus Notes, Financial Services, Oracle, Direct Sales, Solution Selling, Sales, Management, Cloud Computing, Channel Partners, Sales Operations, SaaS, Enterprise Software
Education
2008CNM/ University of New Mexico
Associate, Business Administration/ Management 2004; Completed Pre
The University of New Mexico
Hewlett-Packard August 2014 - Present
Hewlett Packard Company January 2010 - Present
Hewlett-Packard 2014 - 2014
Fidelity Investments July 2008 - September 2009
Fidelity Investments July 2008 - September 2009
Fidelity Investments July 2008 - September 2009
Skills
Process Improvement, Account Management, Customer Service, 401k, Salesforce.com, Outlook, PeopleSoft, Sales Process, Microsoft Excel, PowerPoint, Brio Query, Series 63, Lotus Notes, Financial Services, Oracle, Direct Sales, Solution Selling, Sales, Management, Cloud Computing, Channel Partners, Sales Operations, SaaS, Enterprise Software
Education
2008CNM/ University of New Mexico
Associate, Business Administration/ Management 2004; Completed Pre
The University of New Mexico
Lance Longwater Lance Longwater's Fidelity Investments Experience 1996 - 2002
Job Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
Lora Persyn Lora Persyn's Fidelity Investments Experience July 2015 - Present
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Starbucks March 2015 - July 2015
Total Quality Logistics June 2014 - February 2015
Campus Special May 2013 - August 2013
Campus Special May 2012 - August 2012
Study Edge January 2012 - May 2012
Skills
Leadership, Microsoft Excel, Sales, Time Management, Microsoft Office, PowerPoint, Social Media, Economics, Customer Service, Negotiation, Logistics, Corporate Finance, Managerial Finance, Trading Strategies
Education
The University of Georgia 2011 — 2014
Bachelor's in Business Administration, Economics
Fidelity Investments July 2015 - Present
Starbucks March 2015 - July 2015
Total Quality Logistics June 2014 - February 2015
Campus Special May 2013 - August 2013
Campus Special May 2012 - August 2012
Study Edge January 2012 - May 2012
Skills
Leadership, Microsoft Excel, Sales, Time Management, Microsoft Office, PowerPoint, Social Media, Economics, Customer Service, Negotiation, Logistics, Corporate Finance, Managerial Finance, Trading Strategies
Education
The University of Georgia 2011 — 2014
Bachelor's in Business Administration, Economics
Joshua Apodaca-Muehlenweg's Fidelity Investments Experience December 2008 - May 2010
Job Enterprise Account Executive for Comcast Business
Industry Telecommunications
Experience
Comcast Business February 2015 - Present
Actavis September 2012 - February 2015
tw telecom November 2010 - September 2012
Qwest Communications May 2010 - November 2010
Fidelity Investments December 2008 - May 2010
Citi September 2008 - November 2008
Citi August 2007 - September 2008
Comcast July 2005 - August 2007
Skills
Consultative Selling, Direct Sales, B2B, Cold Calling, Telecommunications, Salesforce.com, Customer Retention, Account Management, MPLS, Contract Negotiations, Selling, Call Center, Solution Selling, Ethernet, New Business Development, Sales Operations, Marketing, Sales, Call Centers
Education
The University of New Mexico 2002 — 2006
B.S., Biochemistry
Comcast Business February 2015 - Present
Actavis September 2012 - February 2015
tw telecom November 2010 - September 2012
Qwest Communications May 2010 - November 2010
Fidelity Investments December 2008 - May 2010
Citi September 2008 - November 2008
Citi August 2007 - September 2008
Comcast July 2005 - August 2007
Skills
Consultative Selling, Direct Sales, B2B, Cold Calling, Telecommunications, Salesforce.com, Customer Retention, Account Management, MPLS, Contract Negotiations, Selling, Call Center, Solution Selling, Ethernet, New Business Development, Sales Operations, Marketing, Sales, Call Centers
Education
The University of New Mexico 2002 — 2006
B.S., Biochemistry
Ian Stauder Ian Stauder's Fidelity Investments Experience August 2014 - April 2015
Job Financial Solutions Advisor; AVP at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2015 - Present
Fidelity Investments August 2014 - April 2015
Fidelity Charitable June 2013 - July 2014
Appy LLC June 2011 - August 2011
Wheaton College (MA) September 2010 - May 2011
Skills
Economics, Financial Services, Time Management, Microsoft Excel, Research, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Finance
Education
Wheaton College (MA) 2009 — 2013
Bachelor's degree, Economics, 3.5 GPA
The University of Edinburgh
Economics
Bank of America Merrill Lynch April 2015 - Present
Fidelity Investments August 2014 - April 2015
Fidelity Charitable June 2013 - July 2014
Appy LLC June 2011 - August 2011
Wheaton College (MA) September 2010 - May 2011
Skills
Economics, Financial Services, Time Management, Microsoft Excel, Research, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Finance
Education
Wheaton College (MA) 2009 — 2013
Bachelor's degree, Economics, 3.5 GPA
The University of Edinburgh
Economics
Stewart Rose's Fidelity Investments Experience May 1991 - January 1995
Job President at Truebridge Financial Marketing
Industry Marketing and Advertising
Experience
Truebridge Financial Marketing March 1999 - Present
KFS Financial March 1995 - March 1999
Fidelity Investments May 1991 - January 1995
Citicorp May 1988 - May 1991
Citicorp June 1984 - May 1988
McCann Erickson December 1980 - April 1984
Dean Witter Reynolds Inc. June 1977 - November 1980
Paine Webber May 1974 - May 1977
Skills
Management, Sales, Financial Services, CRM, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Public Speaking, Mutual Funds, Executive Management, Banking, Insurance, Life Insurance, Strategy
Education
The University of Kansas 1967 — 1970
AB, Economics
Truebridge Financial Marketing March 1999 - Present
KFS Financial March 1995 - March 1999
Fidelity Investments May 1991 - January 1995
Citicorp May 1988 - May 1991
Citicorp June 1984 - May 1988
McCann Erickson December 1980 - April 1984
Dean Witter Reynolds Inc. June 1977 - November 1980
Paine Webber May 1974 - May 1977
Skills
Management, Sales, Financial Services, CRM, Wealth Management, Investments, Series 7, Retirement Planning, Portfolio Management, Public Speaking, Mutual Funds, Executive Management, Banking, Insurance, Life Insurance, Strategy
Education
The University of Kansas 1967 — 1970
AB, Economics
Seth Gartland Seth Gartland's Fidelity Investments Experience September 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fidelity Investments September 2015 - Present
Education
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics
Sonya Migacz Sonya Migacz's Fidelity Investments Experience 2012 - Present
Job Creative Human Resource Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Skills
Coaching, Payroll, HRIS, Recruiting, Human Resources, Customer Service, Training, Team Leadership, Interviews, Performance Management, CRM, Employee Relations, Leadership, Hiring, Business Process..., Call Centers, Benefits Administration, Employee Benefits, Leadership Development, Customer Satisfaction
Education
The University of New Mexico
BAFA, Art History
Fidelity Investments 2012 - Present
Skills
Coaching, Payroll, HRIS, Recruiting, Human Resources, Customer Service, Training, Team Leadership, Interviews, Performance Management, CRM, Employee Relations, Leadership, Hiring, Business Process..., Call Centers, Benefits Administration, Employee Benefits, Leadership Development, Customer Satisfaction
Education
The University of New Mexico
BAFA, Art History
Steve Shelvey Steve Shelvey's Fidelity Investments Experience September 1995 - March 2005
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors November 2013 - Present
Beacon Financial Group Wealth Management Services August 2011 - November 2013
Charles Schwab March 2005 - August 2011
Fidelity Investments September 1995 - March 2005
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Retirement, Strategic Financial..., Securities, Financial Services, Estate Planning, Financial Advisory, Investment Strategies, Financial Analysis, Alternative Investments, 401k, Equities, Insurance, Operations Management, Finance, FINRA, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2001 — 2004
MBA, Finance
Paschal High School 1979 — 1983
The University of Texas at Arlington - College of Business
BBA, Finance and Accounting
Mercer Global Advisors November 2013 - Present
Beacon Financial Group Wealth Management Services August 2011 - November 2013
Charles Schwab March 2005 - August 2011
Fidelity Investments September 1995 - March 2005
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Retirement, Strategic Financial..., Securities, Financial Services, Estate Planning, Financial Advisory, Investment Strategies, Financial Analysis, Alternative Investments, 401k, Equities, Insurance, Operations Management, Finance, FINRA, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2001 — 2004
MBA, Finance
Paschal High School 1979 — 1983
The University of Texas at Arlington - College of Business
BBA, Finance and Accounting
Ashley Norwood's Fidelity Investments Experience 1996 - 2009
Job Health & Wellness Coach
Industry Health, Wellness and Fitness
Experience
Wellcoaches Corporation 2010 - Present
AshBash: a love story October 2009 - Present
Fidelity Investments 1996 - 2009
Skills
Fitness, Film, Wellness, Weight, Coaching, Wellness Coaching, Fundraising, Stress Management, Lifestyle Coaching, Event Planning, Nutrition, Personal Training, Health Education, Fitness Training, Corporations, Leadership
Education
The University of Georgia 1985 — 1989
BA, Journalism
Wellcoaches Corporation 2010 - Present
AshBash: a love story October 2009 - Present
Fidelity Investments 1996 - 2009
Skills
Fitness, Film, Wellness, Weight, Coaching, Wellness Coaching, Fundraising, Stress Management, Lifestyle Coaching, Event Planning, Nutrition, Personal Training, Health Education, Fitness Training, Corporations, Leadership
Education
The University of Georgia 1985 — 1989
BA, Journalism
Shaun Gibbons Shaun Gibbons's Fidelity Investments Experience May 2006 - January 2007
Job VP, Ad Operations at Digilant
Industry Marketing and Advertising
Experience
Digilant March 2015 - Present
Digilant November 2012 - March 2015
Digilant August 2011 - November 2012
Digilant March 2010 - July 2011
Eze Castle Software December 2008 - February 2009
Holyoke Unites January 2008 - May 2008
University of Massachusetts Amherst August 2006 - May 2008
Ernst & Young June 2007 - August 2007
Fidelity Investments May 2006 - January 2007
Massachusetts State Lottery May 2005 - January 2006
Skills
Writing, Editing, Advertising, SEO, Facebook, Digital Media, Social Media Marketing, Microsoft Office, Digital Strategy, Media Planning, Email Marketing, SEM, Online Marketing, Digital Marketing, Customer Service, Marketing, Online Advertising, Management, Photoshop, Media Buying, Social Media, CRM, DoubleClick, Ad Exchanges, PPC, Advertising Operations, Display Advertising, Mobile Advertising, Mobile Marketing, Web Analytics, Ad Networks, Analytics, Google Adwords
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors of Business Administration
The University of Manchester 2007 — 2007
Digilant March 2015 - Present
Digilant November 2012 - March 2015
Digilant August 2011 - November 2012
Digilant March 2010 - July 2011
Eze Castle Software December 2008 - February 2009
Holyoke Unites January 2008 - May 2008
University of Massachusetts Amherst August 2006 - May 2008
Ernst & Young June 2007 - August 2007
Fidelity Investments May 2006 - January 2007
Massachusetts State Lottery May 2005 - January 2006
Skills
Writing, Editing, Advertising, SEO, Facebook, Digital Media, Social Media Marketing, Microsoft Office, Digital Strategy, Media Planning, Email Marketing, SEM, Online Marketing, Digital Marketing, Customer Service, Marketing, Online Advertising, Management, Photoshop, Media Buying, Social Media, CRM, DoubleClick, Ad Exchanges, PPC, Advertising Operations, Display Advertising, Mobile Advertising, Mobile Marketing, Web Analytics, Ad Networks, Analytics, Google Adwords
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors of Business Administration
The University of Manchester 2007 — 2007
Sunil Khandwala's Fidelity Investments Experience March 2001 - September 2001
Job Enterprise Software Architect / Engineer
Industry Computer Software
Experience
Waste Control Specialists / Contran December 2010 - Present
Bank of America September 2009 - December 2010
GFX Imaging March 2008 - September 2009
XO Communications February 2007 - February 2008
Bank of America January 2001 - February 2007
Fidelity Investments March 2001 - September 2001
PWW / XQSite 1998 - 2001
Signature Group 1996 - 1997
AT&T NCR, Encore Computer, Motorola. 1990 - 1996
Skills
C#, ASP.NET, jQuery, JavaScript, AngularJS, SQL, Entity Framework, Microsoft SQL Server, .NET, LINQ, Java, Web Applications
Education
University of Manchester - Institute of Science and Technology
Bsc Hons, Computation
Waste Control Specialists / Contran December 2010 - Present
Bank of America September 2009 - December 2010
GFX Imaging March 2008 - September 2009
XO Communications February 2007 - February 2008
Bank of America January 2001 - February 2007
Fidelity Investments March 2001 - September 2001
PWW / XQSite 1998 - 2001
Signature Group 1996 - 1997
AT&T NCR, Encore Computer, Motorola. 1990 - 1996
Skills
C#, ASP.NET, jQuery, JavaScript, AngularJS, SQL, Entity Framework, Microsoft SQL Server, .NET, LINQ, Java, Web Applications
Education
University of Manchester - Institute of Science and Technology
Bsc Hons, Computation
Tammy Patchin's Fidelity Investments Experience October 2007 - Present
Job Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
HNTB August 2005 - October 2007
Quality Texas Foundation March 2005 - August 2007
JPMorgan Chase August 2004 - January 2006
HNTB August 2002 - August 2004
Van Kampen Funds 1990 - 2002
Missouri Quality Foundation 1999 - 2001
Skills
Risk Management, Strategy, Process Improvement, Financial Analysis, Program Management, Business Analysis, Strategic Planning, Management, Securities, Executive Management, Leadership, Budgets, Performance Management, Business Process..., Series 7, Banking, CRM, Financial Modeling, Strategic Financial..., Finance, Financial Services, Mergers & Acquisitions, Investments, Vendor Management, Sarbanes-Oxley Act, Human Resources, Mutual Funds, Financial Risk
Education
University of Missouri-Kansas City 2001 — 2003
Masters, Accounting, Finance
University of Missouri-Kansas City 1991 — 1993
MBA, Management - Org Behavior
The University of Kansas 1987 — 1991
BS, Business, Finance
Fidelity Investments October 2007 - Present
HNTB August 2005 - October 2007
Quality Texas Foundation March 2005 - August 2007
JPMorgan Chase August 2004 - January 2006
HNTB August 2002 - August 2004
Van Kampen Funds 1990 - 2002
Missouri Quality Foundation 1999 - 2001
Skills
Risk Management, Strategy, Process Improvement, Financial Analysis, Program Management, Business Analysis, Strategic Planning, Management, Securities, Executive Management, Leadership, Budgets, Performance Management, Business Process..., Series 7, Banking, CRM, Financial Modeling, Strategic Financial..., Finance, Financial Services, Mergers & Acquisitions, Investments, Vendor Management, Sarbanes-Oxley Act, Human Resources, Mutual Funds, Financial Risk
Education
University of Missouri-Kansas City 2001 — 2003
Masters, Accounting, Finance
University of Missouri-Kansas City 1991 — 1993
MBA, Management - Org Behavior
The University of Kansas 1987 — 1991
BS, Business, Finance
Nancy Sinclair's Fidelity Investments Experience April 2014 - August 2014
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Francois W. Augustin, ITIL® v3 Foundation's Fidelity Investments Experience January 2007 - April 2011
Job Senior Business Analyst at American Tower Corp.
Industry Information Technology and Services
Experience
American Tower May 2013 - Present
Granite Telecommunications April 2011 - April 2013
Fidelity Investments January 2007 - April 2011
TechMission May 2005 - January 2007
Skills
Program Management, SDLC, Business Analysis, Requirements Gathering, Software Project..., Business Requirements, Requirements Analysis, Process Improvement, Waterfall, Visio, Systems Analysis, Vendor Management, SQL, Databases, Software Documentation, Analysis, Project Management, SharePoint, Microsoft SQL Server, Public Speaking, Leadership, Microsoft Office, Integration, Management, Business Process, Business Process...
Education
Harvard University 2007 — 2010
Master's degree, Management and Operations
University of Massachusetts, Amherst 2001 — 2005
Bachelor's degree (Honors), Mathematics
The University of Manchester 2003 — 2004
B, Mathematics
American Tower May 2013 - Present
Granite Telecommunications April 2011 - April 2013
Fidelity Investments January 2007 - April 2011
TechMission May 2005 - January 2007
Skills
Program Management, SDLC, Business Analysis, Requirements Gathering, Software Project..., Business Requirements, Requirements Analysis, Process Improvement, Waterfall, Visio, Systems Analysis, Vendor Management, SQL, Databases, Software Documentation, Analysis, Project Management, SharePoint, Microsoft SQL Server, Public Speaking, Leadership, Microsoft Office, Integration, Management, Business Process, Business Process...
Education
Harvard University 2007 — 2010
Master's degree, Management and Operations
University of Massachusetts, Amherst 2001 — 2005
Bachelor's degree (Honors), Mathematics
The University of Manchester 2003 — 2004
B, Mathematics
Robert Padilla's Fidelity Investments Experience 2000 - 2001
Job Senior Database Consultant
Industry Information Technology and Services
Experience
Volpe National Transportation Systems Center 2006 - Present
Aspen Specialty Insurance Company 2004 - 2006
The Hartford Financial Group 1998 - 2004
Fidelity Investments 2000 - 2001
Cyrk 1996 - 1998
Biogen Idec 1996 - 1996
Sandia National Laboratories 1992 - 1995
Skills
SQL Server, Data Warehousing, SSIS, SQL, SSRS, Sybase, Erwin, ETL, T-SQL, Database Design, SQL Tuning, Data Modeling, Business Intelligence, Business Analysis, Data Warehouse..., Microsoft SQL Server, C#, Databases, Performance Tuning, Stored Procedures, Relational Databases
Education
The University of New Mexico 1985 — 1991
BS, Computer Science
Volpe National Transportation Systems Center 2006 - Present
Aspen Specialty Insurance Company 2004 - 2006
The Hartford Financial Group 1998 - 2004
Fidelity Investments 2000 - 2001
Cyrk 1996 - 1998
Biogen Idec 1996 - 1996
Sandia National Laboratories 1992 - 1995
Skills
SQL Server, Data Warehousing, SSIS, SQL, SSRS, Sybase, Erwin, ETL, T-SQL, Database Design, SQL Tuning, Data Modeling, Business Intelligence, Business Analysis, Data Warehouse..., Microsoft SQL Server, C#, Databases, Performance Tuning, Stored Procedures, Relational Databases
Education
The University of New Mexico 1985 — 1991
BS, Computer Science
Alex Nieman's Fidelity Investments Experience February 2012 - Present
Job Project Manager
Industry Human Resources
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments November 2010 - February 2012
Starbucks May 2011 - November 2011
Starbucks January 2006 - May 2011
Starbucks Coffee Company October 2003 - January 2006
Starbucks Coffee Company May 2002 - October 2003
Skills
Program Management, Retail, Training, Store Management, Loss Prevention, Merchandising, Profit, Retail Sales, Income Statement, Inventory Management, Customer Satisfaction, Customer Experience, Customer Service, People Development, Analysis, Performance Management, Management
Education
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.)
University of Washington 1998 — 2002
BA, Economics
Fidelity Investments February 2012 - Present
Fidelity Investments November 2010 - February 2012
Starbucks May 2011 - November 2011
Starbucks January 2006 - May 2011
Starbucks Coffee Company October 2003 - January 2006
Starbucks Coffee Company May 2002 - October 2003
Skills
Program Management, Retail, Training, Store Management, Loss Prevention, Merchandising, Profit, Retail Sales, Income Statement, Inventory Management, Customer Satisfaction, Customer Experience, Customer Service, People Development, Analysis, Performance Management, Management
Education
The University of New Mexico 2011 — 2013
Master of Business Administration (M.B.A.)
University of Washington 1998 — 2002
BA, Economics
Cate Rioles's Fidelity Investments Experience 1986 - Present
Job Executive Manager for Technology Operations and Program Management
Industry Financial Services
Experience
Fidelity Investments 1986 - Present
Fidelity Investments - HR Access December 2010 - March 2013
Fidelity Investments May 2008 - April 2009
Fidelity Family Office January 2007 - May 2008
Fidelity Investments 1996 - 2001
Skills
Vendor Management, Program Management, Outsourcing, Financial Services, Portfolio Management, Management, Mergers & Acquisitions, Human Resources, Back Office, SDLC, Business Analysis, Risk Management
Education
The University of Manchester 1980 — 1984
BA, American/United States Studies/Civilization
Fidelity Investments 1986 - Present
Fidelity Investments - HR Access December 2010 - March 2013
Fidelity Investments May 2008 - April 2009
Fidelity Family Office January 2007 - May 2008
Fidelity Investments 1996 - 2001
Skills
Vendor Management, Program Management, Outsourcing, Financial Services, Portfolio Management, Management, Mergers & Acquisitions, Human Resources, Back Office, SDLC, Business Analysis, Risk Management
Education
The University of Manchester 1980 — 1984
BA, American/United States Studies/Civilization
Mahoney, Blake's Fidelity Investments Experience October 2013 - April 2014
Job Financial Consultant with Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
Ivan Vasquez's Fidelity Investments Experience February 2014 - Present
Job Senior Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Oracle July 2010 - September 2012
Oracle Consulting August 2007 - July 2010
Judicial Case Management Systems April 2006 - March 2008
University of Georgia May 2001 - August 2007
Georgia Soil and Water Conservation Commission 2005 - 2006
Tax Link Inc. October 1999 - January 2001
CIAT 1998 - 1999
Skills
Product Management, EAI, SDLC, Grid Computing, Cross-functional Team..., Team Building, Enterprise Architecture, Cloud Computing, Team Leadership, SOA, Project Planning, Integration
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
MBA, Business Administration
The University of Georgia 2002 — 2005
MS, Computer Science
Universidad ICESI 1993 — 1998
BS, Information Systems Engineering
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Oracle July 2010 - September 2012
Oracle Consulting August 2007 - July 2010
Judicial Case Management Systems April 2006 - March 2008
University of Georgia May 2001 - August 2007
Georgia Soil and Water Conservation Commission 2005 - 2006
Tax Link Inc. October 1999 - January 2001
CIAT 1998 - 1999
Skills
Product Management, EAI, SDLC, Grid Computing, Cross-functional Team..., Team Building, Enterprise Architecture, Cloud Computing, Team Leadership, SOA, Project Planning, Integration
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
MBA, Business Administration
The University of Georgia 2002 — 2005
MS, Computer Science
Universidad ICESI 1993 — 1998
BS, Information Systems Engineering
Brian Blick's Fidelity Investments Experience November 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Peak 10 Funds, LP January 2011 - October 2014
Riverbank Capital Management 2004 - 2008
Tradegroup LLC 2002 - 2004
Skills
Trading, Derivatives, Equities, Options, Electronic Trading, Fixed Income, Bloomberg, Trading Systems, Hedge Funds, Proprietary Trading, Commodity, Portfolio Management, Hedging, Investments
Education
University of Kansas
Bachelor of Science (B.S.), Cellular Biology
Fidelity Investments November 2014 - Present
Peak 10 Funds, LP January 2011 - October 2014
Riverbank Capital Management 2004 - 2008
Tradegroup LLC 2002 - 2004
Skills
Trading, Derivatives, Equities, Options, Electronic Trading, Fixed Income, Bloomberg, Trading Systems, Hedge Funds, Proprietary Trading, Commodity, Portfolio Management, Hedging, Investments
Education
University of Kansas
Bachelor of Science (B.S.), Cellular Biology
Joe Morrone's Fidelity Investments Experience January 2015 - Present
Job Director of Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2007 - December 2014
TEKsystems 2006 - 2007
Bayer CropScience 2006 - 2007
DialAmerica 2005 - 2006
Matra Systems 1999 - 2005
United States Navy 1983 - 1987
Skills
C#, ASP.NET, Visual Studio, .NET, Visual Basic, Architecture, Flex, Agile Methodologies, Software Development, Software Documentation, Distributed Systems, XML, Web Services, OOP, SQL, Microsoft SQL Server, Silverlight, WCF, Scrum, Architectures, SDLC
Education
The University of Georgia 1990 — 1999
BS, Computer Science
Fidelity Investments January 2015 - Present
Fidelity Investments February 2007 - December 2014
TEKsystems 2006 - 2007
Bayer CropScience 2006 - 2007
DialAmerica 2005 - 2006
Matra Systems 1999 - 2005
United States Navy 1983 - 1987
Skills
C#, ASP.NET, Visual Studio, .NET, Visual Basic, Architecture, Flex, Agile Methodologies, Software Development, Software Documentation, Distributed Systems, XML, Web Services, OOP, SQL, Microsoft SQL Server, Silverlight, WCF, Scrum, Architectures, SDLC
Education
The University of Georgia 1990 — 1999
BS, Computer Science
Veronica Arzate de Reyes's Fidelity Investments Experience January 2012 - January 2014
Job Outreach Coordinator at New Mexico Health Insurance Exchange (NMHIX) Be Well NM
Industry Public Relations and Communications
Experience
New Mexico Health Insurance Exchange (NMHIX) Be Well NM May 2015 - Present
Fidelity Investments January 2012 - January 2014
U.S. Department of Commerce January 2009 - July 2010
Entravision Communications February 2008 - December 2008
Skills
Marketing, Project Management, Public Relations, Public Speaking, Strategic Communications, Community Outreach, Corporate Communications, Press Releases, Media Relations, Spanish, Editing, Social Media, Event Planning, Marketing Communications, Market Research, Newsletters, Social Media Marketing, Social Networking
Education
The University of New Mexico 1996 — 2002
Bachelor of Science (BS), History- Art History
New Mexico Health Insurance Exchange (NMHIX) Be Well NM May 2015 - Present
Fidelity Investments January 2012 - January 2014
U.S. Department of Commerce January 2009 - July 2010
Entravision Communications February 2008 - December 2008
Skills
Marketing, Project Management, Public Relations, Public Speaking, Strategic Communications, Community Outreach, Corporate Communications, Press Releases, Media Relations, Spanish, Editing, Social Media, Event Planning, Marketing Communications, Market Research, Newsletters, Social Media Marketing, Social Networking
Education
The University of New Mexico 1996 — 2002
Bachelor of Science (BS), History- Art History
Rob Mayberry's Fidelity Investments Experience November 2010 - July 2011
Job VP and Sr. Financial Advisor for City National Securities, Blues Guitar Player, and Road Bicyclist
Industry Investment Management
Experience
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
City National Bank and City National Securities July 2012 - Present
Merrill Edge August 2011 - June 2012
Fidelity Investments November 2010 - July 2011
Edward Jones December 2006 - November 2010
A.G. Edwards & Sons, Inc. May 2004 - November 2006
KPIX-TV / CBS 5 September 1999 - April 2004
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Retirement, Series 7, Mutual Funds, Insurance, Finance, Asset Allocation, Banking, Long-term Care, Strategic Financial..., Investment Strategies, Equities, Financial Services, Series 63
Education
University of Kansas 1985 — 1991
BA, English Literature
Leavenworth High School 1981 — 1985
Graduated
Richard Kwok (MSc, BSc)'s Fidelity Investments Experience July 1996 - 2005
Job IT consultant Java development at Tangerine
Industry Information Technology and Services
Experience
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Tangerine (An online bank owned by Scotia Bank) formerly called ING Direct. March 2015 - Present
TD Waterhouse March 2012 - March 2015
Bank of Montreal July 2011 - February 2012
TD Bank December 2009 - July 2011
OnX Enterprise Solutions June 2009 - December 2009
TD Bank June 2005 - March 2009
Fidelity Investments July 1996 - 2005
Bell Sygma August 1995 - June 1996
Xerox Canada Head Office May 1993 - August 1995
Toronto Stock Exchange September 1992 - May 1993
Skills
Websphere
Education
University of Manchester - Institute of Science and Technology
BSc (Hon), Electrical and Electronic Engineering
University of Manchester - Institute of Science and Technology
MSc, Secure telecommunication by Research
University of Manchester - Institute of Science and Technology
PhD (not finished), Secure telecommunication by Research
Sue Chu's Fidelity Investments Experience June 2009 - Present
Job System programmer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Fidelity Investments February 1999 - February 2009
GTE Directories Corp October 1996 - February 1999
Rapp Collins Worldwide July 1996 - October 1996
National Semiconductor Corp September 1994 - July 1996
Clary Division of Alpine Engineered products, Inc November 1989 - September 1994
Institute for Information Industry (III), Taipei, Taiwan August 1985 - July 1987
Skills
Unix, Perl, Business Analysis, Linux, SQL, Data Warehousing, Shell Scripting, Software Development
Education
The University of New Mexico 1987 — 1989
Master of Science, Computer Science
Fidelity Investments June 2009 - Present
Fidelity Investments February 1999 - February 2009
GTE Directories Corp October 1996 - February 1999
Rapp Collins Worldwide July 1996 - October 1996
National Semiconductor Corp September 1994 - July 1996
Clary Division of Alpine Engineered products, Inc November 1989 - September 1994
Institute for Information Industry (III), Taipei, Taiwan August 1985 - July 1987
Skills
Unix, Perl, Business Analysis, Linux, SQL, Data Warehousing, Shell Scripting, Software Development
Education
The University of New Mexico 1987 — 1989
Master of Science, Computer Science
Kristin Maguire's Fidelity Investments Experience June 2012 - August 2013
Job Senior Analyst, Marketing Analytics
Industry Internet
Experience
Rue La La June 2015 - Present
Rue La La September 2013 - Present
Fidelity Investments June 2012 - August 2013
Fidelity Investments August 2008 - June 2012
Department of Mathematics, Wake Forest University January 2006 - May 2008
Skills
Data Analysis, Statistics, Economics, Probability Theory, SQL, Python, Applied Probability, Linear Algebra, Oracle PL/SQL..., Semantic Analysis, Mathematics, Probabilistic Models, Qualitative Research, Microsoft Excel, Data Modeling, Process Optimization, Project Management, Requirements Gathering
Education
Wake Forest University 2004 — 2008
BS, Mathematical Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 2006 — 2006
International Business
Rue La La June 2015 - Present
Rue La La September 2013 - Present
Fidelity Investments June 2012 - August 2013
Fidelity Investments August 2008 - June 2012
Department of Mathematics, Wake Forest University January 2006 - May 2008
Skills
Data Analysis, Statistics, Economics, Probability Theory, SQL, Python, Applied Probability, Linear Algebra, Oracle PL/SQL..., Semantic Analysis, Mathematics, Probabilistic Models, Qualitative Research, Microsoft Excel, Data Modeling, Process Optimization, Project Management, Requirements Gathering
Education
Wake Forest University 2004 — 2008
BS, Mathematical Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 2006 — 2006
International Business
Al Gambino's Fidelity Investments Experience October 2007 - Present
Job Lead Engineer at Fidelity Investments
Industry Facilities Services
Experience
Fidelity Investments October 2007 - Present
Credit Suisse November 2006 - October 2007
Cushman & Wakefield 1988 - 2006
Skills
Team Leadership, Project Management, Agile Methodologies, Data Center, Vendor Management, Requirements Analysis, Software Project..., Strategic Planning, PMP, Facilities Management, Budgets, SDLC, Visio, Project Planning, Contract Management, Management, Contract Negotiation, Program Management, Engineering, Leadership, Operations Management, Process Improvement, Microsoft Project
Education
The University of New Mexico 1978 — 1981
Sociology
Fidelity Investments October 2007 - Present
Credit Suisse November 2006 - October 2007
Cushman & Wakefield 1988 - 2006
Skills
Team Leadership, Project Management, Agile Methodologies, Data Center, Vendor Management, Requirements Analysis, Software Project..., Strategic Planning, PMP, Facilities Management, Budgets, SDLC, Visio, Project Planning, Contract Management, Management, Contract Negotiation, Program Management, Engineering, Leadership, Operations Management, Process Improvement, Microsoft Project
Education
The University of New Mexico 1978 — 1981
Sociology
Tam Tran-Minh's Fidelity Investments Experience December 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments 2004 - November 2014
Fidelity Investments 2000 - 2003
Skills
Certified Financial..., Financial Planning, Asset Management, Retirement Planning, Wealth Management, Portfolio Performance..., Retirement Savings, Estate Planning, Investments, Variable Annuities, Fixed Income, Life Insurance, Mutual Funds, Economics, Marketing, Sales Presentations, Presentation Skills, Customer Experience, Financial Guidance, Broker-Dealer, Client Relations, Client Development, Financial Concepts, Client Education, Client Liaison, Series 7, Series 63, Long Term Care Insurance, Investment Portfolio
Education
The University of Dallas 1998 — 1999
Master of Management
The University of Dallas 1996 — 1998
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
The University of Texas at Austin
Bachelor of Arts (B.A.)
Fidelity Investments December 2014 - Present
Fidelity Investments 2004 - November 2014
Fidelity Investments 2000 - 2003
Skills
Certified Financial..., Financial Planning, Asset Management, Retirement Planning, Wealth Management, Portfolio Performance..., Retirement Savings, Estate Planning, Investments, Variable Annuities, Fixed Income, Life Insurance, Mutual Funds, Economics, Marketing, Sales Presentations, Presentation Skills, Customer Experience, Financial Guidance, Broker-Dealer, Client Relations, Client Development, Financial Concepts, Client Education, Client Liaison, Series 7, Series 63, Long Term Care Insurance, Investment Portfolio
Education
The University of Dallas 1998 — 1999
Master of Management
The University of Dallas 1996 — 1998
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
The University of Texas at Austin
Bachelor of Arts (B.A.)
M. Brian Todd's Fidelity Investments Experience 1996 - 2001
Job Investment Associate
Industry Financial Services
Experience
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Mick Schell's Fidelity Investments Experience January 2003 - October 2003
Job Vice President at Cohen and Steers
Industry Financial Services
Experience
Cohen and Steers May 2014 - Present
American Century Investments March 2008 - May 2014
Old Mutual Investment Partners November 2005 - February 2008
Evergreen Investments October 2003 - November 2005
Fidelity Investments January 2003 - October 2003
J&W Seligman August 2001 - January 2003
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6
Education
University of Cincinnati 1987 — 1991
BA, Personnel and Industrial Relations
The University of Findlay 1999 — 2001
MBA, Finance
Cohen and Steers May 2014 - Present
American Century Investments March 2008 - May 2014
Old Mutual Investment Partners November 2005 - February 2008
Evergreen Investments October 2003 - November 2005
Fidelity Investments January 2003 - October 2003
J&W Seligman August 2001 - January 2003
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Wealth Management, Securities, 401k, Investment Advisory, Retirement Planning, Equities, Portfolio Management, Separately Managed..., Investment Strategies, Fixed Income, Investment Management, Retirement, Series 6
Education
University of Cincinnati 1987 — 1991
BA, Personnel and Industrial Relations
The University of Findlay 1999 — 2001
MBA, Finance
John Starnes's Fidelity Investments Experience December 2012 - Present
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments December 2012 - Present
Morgan Keegan October 2005 - November 2012
Baker, Donelson, Bearman, Caldwell & Berkowitz 2001 - October 2005
Skills
Securities Litigation, Commercial Litigation, Arbitration, Insurance, Class Actions, Financial Services, Courts, Trials, Corporate Law, Employment Law, Legal Writing, Securities Regulation, Investments
Education
The University of Memphis—Cecil C. Humphreys School of Law 1997 — 2000
JD, Law
Fidelity Investments December 2012 - Present
Morgan Keegan October 2005 - November 2012
Baker, Donelson, Bearman, Caldwell & Berkowitz 2001 - October 2005
Skills
Securities Litigation, Commercial Litigation, Arbitration, Insurance, Class Actions, Financial Services, Courts, Trials, Corporate Law, Employment Law, Legal Writing, Securities Regulation, Investments
Education
The University of Memphis—Cecil C. Humphreys School of Law 1997 — 2000
JD, Law
Uday Sagi's Fidelity Investments Experience March 1995 - January 1997
Job Cofounder and SVP of Product and Engineering at Apervi Inc.
Industry Computer Software
Experience
Apervi Inc. September 2013 - Present
Hortonworks May 2014 - June 2015
BNSF Railway September 2009 - September 2013
McLane Company, Inc. March 2009 - September 2009
Motorola Solutions January 1997 - March 2009
Fidelity Investments March 1995 - January 1997
Education
Walden University 2003 — 2005
Master’s Degree, Computer Engineering
The University of Dallas 2000 — 2002
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 1992 — 1994
Master’s Degree, Electrical Engineering
Apervi Inc. September 2013 - Present
Hortonworks May 2014 - June 2015
BNSF Railway September 2009 - September 2013
McLane Company, Inc. March 2009 - September 2009
Motorola Solutions January 1997 - March 2009
Fidelity Investments March 1995 - January 1997
Education
Walden University 2003 — 2005
Master’s Degree, Computer Engineering
The University of Dallas 2000 — 2002
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 1992 — 1994
Master’s Degree, Electrical Engineering
John Pigaga's Fidelity Investments Experience April 2007 - November 2010
Job Director Business Development at Boyce & Associates, Inc.
Industry Financial Services
Experience
Boyce & Associates, Inc. April 2011 - Present
Vine Marketing Services November 2010 - April 2011
Fidelity Investments April 2007 - November 2010
Fidelity Investments February 2006 - April 2007
Fidelity Investments April 2005 - February 2006
UPS August 1995 - March 2005
Skills
Leadership, Employee Benefits, Financial Analysis, Pensions, Investments, Retirement, Retirement Planning, Business Strategy, Call Centers
Education
The University of New Mexico
Worcester State University
Boyce & Associates, Inc. April 2011 - Present
Vine Marketing Services November 2010 - April 2011
Fidelity Investments April 2007 - November 2010
Fidelity Investments February 2006 - April 2007
Fidelity Investments April 2005 - February 2006
UPS August 1995 - March 2005
Skills
Leadership, Employee Benefits, Financial Analysis, Pensions, Investments, Retirement, Retirement Planning, Business Strategy, Call Centers
Education
The University of New Mexico
Worcester State University
Vince Crom's Fidelity Investments Experience January 2015 - Present
Job Workplace Investing Senior Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - May 2014
Fidelity Investments May 2011 - May 2013
Fidelity Investments June 2010 - May 2011
Fidelity Investments November 2009 - June 2010
Fidelity Investments September 2007 - November 2009
JPMorgan Chase January 2007 - September 2007
Best Buy June 2003 - May 2007
Skills
Investments, Strategic Financial..., Team Leadership, Management, Series 7, Mutual Funds, Financial Analysis, Portfolio Management, Series 63, Finance, Customer Service
Education
The University of Dallas 2009 — 2013
MBA, Management
University of Nebraska-Lincoln
BS, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments May 2013 - May 2014
Fidelity Investments May 2011 - May 2013
Fidelity Investments June 2010 - May 2011
Fidelity Investments November 2009 - June 2010
Fidelity Investments September 2007 - November 2009
JPMorgan Chase January 2007 - September 2007
Best Buy June 2003 - May 2007
Skills
Investments, Strategic Financial..., Team Leadership, Management, Series 7, Mutual Funds, Financial Analysis, Portfolio Management, Series 63, Finance, Customer Service
Education
The University of Dallas 2009 — 2013
MBA, Management
University of Nebraska-Lincoln
BS, Finance
Vahid Friedrich, CIMA's Fidelity Investments Experience August 2012 - August 2014
Job Advisory Specialist at American Funds Distributors
Industry Financial Services
Experience
Capital Group August 2014 - Present
Fidelity Investments August 2012 - August 2014
Fidelity Investments May 2007 - August 2012
Fidelity Investments February 2005 - April 2007
Fidelity Investments November 2004 - January 2005
Fidelity Investments April 2004 - November 2004
Fidelity Investments December 2002 - March 2004
Fidelity Investments March 2001 - December 2002
Broadband Now May 2000 - January 2001
Texas Institute for Computational Mathematics May 1998 - May 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, 401k, Asset Allocation, Series 63, Retirement, Series 6, Securities, FINRA, Wealth Management, Alternative Investments, Equities, Sales, CIMA, Income Planning, Portfolio Optimization, ETFs, SMA, Sales Management, Sales Management..., Public Speaking
Education
The University of Dallas 2004 — 2011
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1993 — 2000
B.A., History
University of Pennsylvania - The Wharton School
Capital Group August 2014 - Present
Fidelity Investments August 2012 - August 2014
Fidelity Investments May 2007 - August 2012
Fidelity Investments February 2005 - April 2007
Fidelity Investments November 2004 - January 2005
Fidelity Investments April 2004 - November 2004
Fidelity Investments December 2002 - March 2004
Fidelity Investments March 2001 - December 2002
Broadband Now May 2000 - January 2001
Texas Institute for Computational Mathematics May 1998 - May 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Investments, 401k, Asset Allocation, Series 63, Retirement, Series 6, Securities, FINRA, Wealth Management, Alternative Investments, Equities, Sales, CIMA, Income Planning, Portfolio Optimization, ETFs, SMA, Sales Management, Sales Management..., Public Speaking
Education
The University of Dallas 2004 — 2011
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1993 — 2000
B.A., History
University of Pennsylvania - The Wharton School
Vis Bouaphanthavong's Fidelity Investments Experience August 2007 - November 2011
Job Accountant at DFW Airport
Industry Airlines/Aviation
Experience
DFW International Airport May 2013 - Present
UT Southwestern Medical Center at Dallas November 2011 - May 2013
Fidelity Investments August 2007 - November 2011
Skills
Financial Analysis, Forecasting, Internal Controls, Managerial Finance, Analysis, Financial Modeling, Variance Analysis, Invoicing, Financial Statements, Policy, Financial Reporting, Accounting, Finance
Education
The University of Dallas 2010 — 2013
Master's degree, Accounting, 3.3
The University of Texas at Arlington 2002 — 2007
Bachelor's degree, Finance, General, 3.5
DFW International Airport May 2013 - Present
UT Southwestern Medical Center at Dallas November 2011 - May 2013
Fidelity Investments August 2007 - November 2011
Skills
Financial Analysis, Forecasting, Internal Controls, Managerial Finance, Analysis, Financial Modeling, Variance Analysis, Invoicing, Financial Statements, Policy, Financial Reporting, Accounting, Finance
Education
The University of Dallas 2010 — 2013
Master's degree, Accounting, 3.3
The University of Texas at Arlington 2002 — 2007
Bachelor's degree, Finance, General, 3.5
Matt Canine's Fidelity Investments Experience December 2013 - Present
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments July 2009 - December 2013
Education
The University of Georgia 2003 — 2005
Bachelor of Science (BS), Consumer Economics
Wofford College 2001 — 2003
Fidelity Investments December 2013 - Present
Fidelity Investments July 2009 - December 2013
Education
The University of Georgia 2003 — 2005
Bachelor of Science (BS), Consumer Economics
Wofford College 2001 — 2003
Alice Tsang's Fidelity Investments Experience 1993 - 2008
Job CFA, College Professor, Ind. Financial Services Professional
Industry Financial Services
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Valerie Kader's Fidelity Investments Experience December 2011 - March 2015
Job Senior Accounting & Finance Professional
Industry Financial Services
Experience
Fidelity Investments December 2011 - March 2015
McKesson April 2010 - July 2011
Fidelity Investments January 2001 - June 2009
Fidelity Investments April 1999 - December 2000
AMR Combs, Inc. January 1996 - October 1998
AMR Combs, Inc. September 1993 - December 1995
AMR Combs, Inc. July 1989 - August 1993
AMR Combs, Inc. September 1987 - June 1989
Skills
Accounting, Finance, Financial Analysis, Forecasting, Internal Controls, Management, Payroll, Auditing, Analysis, Budgets
Education
The University of Memphis 1982 — 1987
Bachelor, Business Administration; Accounting
Fidelity Investments December 2011 - March 2015
McKesson April 2010 - July 2011
Fidelity Investments January 2001 - June 2009
Fidelity Investments April 1999 - December 2000
AMR Combs, Inc. January 1996 - October 1998
AMR Combs, Inc. September 1993 - December 1995
AMR Combs, Inc. July 1989 - August 1993
AMR Combs, Inc. September 1987 - June 1989
Skills
Accounting, Finance, Financial Analysis, Forecasting, Internal Controls, Management, Payroll, Auditing, Analysis, Budgets
Education
The University of Memphis 1982 — 1987
Bachelor, Business Administration; Accounting
Leonard Baratta's Fidelity Investments Experience April 2011 - Present
Job Pension Benefit Specialist
Industry Financial Services
Chandra Miller's Fidelity Investments Experience 2000 - 2001
Job Sales Broker at Maury People Sotheby's International Realty
Industry Real Estate
Experience
Maury People Sotheby's International Realty January 2015 - Present
Great Point Properties April 2014 - January 2015
Coffin & Sconset Real Estate January 2001 - March 2014
Fidelity Investments 2000 - 2001
Skills
Real Estate, Rentals, Buyer Representation, Sellers, Sales, Investment Properties, Residential Homes, Condos, First Time Home Buyers, Real Estate Transactions, Marketing, Listings, Investors, Short Sales, Small Business, Foreclosures
Education
The University of Montana - School of Business Administration 1995 — 2000
BS, Business Administration
Maury People Sotheby's International Realty January 2015 - Present
Great Point Properties April 2014 - January 2015
Coffin & Sconset Real Estate January 2001 - March 2014
Fidelity Investments 2000 - 2001
Skills
Real Estate, Rentals, Buyer Representation, Sellers, Sales, Investment Properties, Residential Homes, Condos, First Time Home Buyers, Real Estate Transactions, Marketing, Listings, Investors, Short Sales, Small Business, Foreclosures
Education
The University of Montana - School of Business Administration 1995 — 2000
BS, Business Administration
Eric Do's Fidelity Investments Experience March 2009 - October 2009
Job Inside Sales Professional
Industry Information Technology and Services
Juliana Fisher's Fidelity Investments Experience May 2009 - October 2009
Job IT Risk Specialist at United Guaranty Corporation
Industry Information Technology and Services
Experience
Fidelity Investments May 2009 - October 2009
Fidelity Investments January 2008 - April 2009
Duke University September 2006 - October 2007
HCS Systems January 2006 - June 2006
Virginia Commonwealth Office of Public Accounts January 2005 - January 2006
Dept of Environmental Quality 2003 - 2004
Skills
HIPAA, ISO 27001, Information Security, Risk Assessment, PCI DSS, Security Policy, Auditing, CISSP, Security, CISA, Information Security..., Disaster Recovery, Information Technology, Network Security, Risk Management, Firewalls, Computer Security, COBIT, Privacy Law, IT Audit, Vendor Management, ITIL, NIST
Education
Virginia Commonwealth University 1997 — 1999
Post-Baccalaureate Certificate
The University of Kansas 1988 — 1991
Masters
University of North Carolina at Greensboro 1983 — 1988
Bachelor
Fidelity Investments May 2009 - October 2009
Fidelity Investments January 2008 - April 2009
Duke University September 2006 - October 2007
HCS Systems January 2006 - June 2006
Virginia Commonwealth Office of Public Accounts January 2005 - January 2006
Dept of Environmental Quality 2003 - 2004
Skills
HIPAA, ISO 27001, Information Security, Risk Assessment, PCI DSS, Security Policy, Auditing, CISSP, Security, CISA, Information Security..., Disaster Recovery, Information Technology, Network Security, Risk Management, Firewalls, Computer Security, COBIT, Privacy Law, IT Audit, Vendor Management, ITIL, NIST
Education
Virginia Commonwealth University 1997 — 1999
Post-Baccalaureate Certificate
The University of Kansas 1988 — 1991
Masters
University of North Carolina at Greensboro 1983 — 1988
Bachelor
david tarin's Fidelity Investments Experience
Job Student at The University of New Mexico
Industry Financial Services
Experience
Fidelity Investments
Skills
Equity options trader
Education
The University of New Mexico 2009 — 2011
Business Administration, Finance
The University of New Mexico
Minor, Statistics
The University of New Mexico - Robert O. Anderson School of Management
MBA, Accounting
Fidelity Investments
Skills
Equity options trader
Education
The University of New Mexico 2009 — 2011
Business Administration, Finance
The University of New Mexico
Minor, Statistics
The University of New Mexico - Robert O. Anderson School of Management
MBA, Accounting
Kimberly Maestas Baros's Fidelity Investments Experience May 2008 - August 2010
Job Senior Analyst Global Lease Accounting Gap Inc.
Industry Retail
Experience
Gap Inc. August 2010 - Present
Fidelity Investments May 2008 - August 2010
Skills
Series 7, Series 63, Financial Analysis, Credit Risk, Letters of Credit, Collections, Brokerage, Telecommunications, Uniform Combined State..., Wealth Management, Portfolio Management, Valuation, Analytics, Sarbanes-Oxley Act, Analysis, Financial Reporting, Business Analysis, Access
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Finance
Gap Inc. August 2010 - Present
Fidelity Investments May 2008 - August 2010
Skills
Series 7, Series 63, Financial Analysis, Credit Risk, Letters of Credit, Collections, Brokerage, Telecommunications, Uniform Combined State..., Wealth Management, Portfolio Management, Valuation, Analytics, Sarbanes-Oxley Act, Analysis, Financial Reporting, Business Analysis, Access
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Finance
Anja Romanowsky's Fidelity Investments Experience September 1997 - August 2005
Job Experienced Human Resources Professional
Industry Human Resources
Experience
Apple Rehab June 2015 - Present
Fidelity Investments September 1997 - August 2005
Skills
Project Management, Vendor Management, Team Management, Team Building, Strategy, Strategic Planning, Process Improvement, Customer Service, Microsoft Office, Coaching, Business Strategy
Education
The University of Georgia 1993 — 1997
Bachelor's Degree, German Language and Literature
Apple Rehab June 2015 - Present
Fidelity Investments September 1997 - August 2005
Skills
Project Management, Vendor Management, Team Management, Team Building, Strategy, Strategic Planning, Process Improvement, Customer Service, Microsoft Office, Coaching, Business Strategy
Education
The University of Georgia 1993 — 1997
Bachelor's Degree, German Language and Literature
Alper Husrevoglu's Fidelity Investments Experience August 2011 - February 2012
Job Mail Carrier at United States Postal Service
Industry Retail
Experience
United States Postal Service November 2014 - Present
CVS Caremark Corporation June 2012 - Present
Natural Grocers by Vitamin Cottage February 2006 - June 2012
Fidelity Investments August 2011 - February 2012
Skills
Retail, Inventory Management, Customer Relations, Team Leadership, Team Building, Problem Solving, Purchasing, Inventory Control, Sales Management, Teamwork, Budgeting, Scheduling, Employee Relations, Business Strategy, Product Development, Leadership Development, Hospitality, Product Management, Event Planning, Healthcare, Customer Satisfaction, Nutrition, Operations Management, Account Management, Team Management, Microsoft Office, Business Analysis, Cultural Marketing, Diversity Strategy, Cultural Integration, General Business..., Language Skills, Merchandising, Budgets, Customer Service, Payroll, Collaboration, Conflict Resolution, Ethical leadership, Marketing
Education
The University of New Mexico 2005 — 2010
Bachelor, Business Administration
United States Postal Service November 2014 - Present
CVS Caremark Corporation June 2012 - Present
Natural Grocers by Vitamin Cottage February 2006 - June 2012
Fidelity Investments August 2011 - February 2012
Skills
Retail, Inventory Management, Customer Relations, Team Leadership, Team Building, Problem Solving, Purchasing, Inventory Control, Sales Management, Teamwork, Budgeting, Scheduling, Employee Relations, Business Strategy, Product Development, Leadership Development, Hospitality, Product Management, Event Planning, Healthcare, Customer Satisfaction, Nutrition, Operations Management, Account Management, Team Management, Microsoft Office, Business Analysis, Cultural Marketing, Diversity Strategy, Cultural Integration, General Business..., Language Skills, Merchandising, Budgets, Customer Service, Payroll, Collaboration, Conflict Resolution, Ethical leadership, Marketing
Education
The University of New Mexico 2005 — 2010
Bachelor, Business Administration
Anthony Santor's Fidelity Investments Experience 2013 - Present
Job at
Industry Financial Services
Experience
Verisight, Inc May 2015 - Present
Fidelity Investments 2013 - Present
Fidelity Investments 2011 - 2013
Chambers Benefit Group, APC 2008 - 2011
Skills
Defined Benefit, Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Microsoft Word, PowerPoint, Analysis, SQL
Education
The University of New Mexico 2006 — 2008
Bachelor's Degree, Statistics
Verisight, Inc May 2015 - Present
Fidelity Investments 2013 - Present
Fidelity Investments 2011 - 2013
Chambers Benefit Group, APC 2008 - 2011
Skills
Defined Benefit, Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Microsoft Word, PowerPoint, Analysis, SQL
Education
The University of New Mexico 2006 — 2008
Bachelor's Degree, Statistics
Ashley Howe's Fidelity Investments Experience July 2014 - Present
Job Financial AssociateDefined Benefits at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2014 - Present
Coldwater Creek September 2010 - Present
Coldwater Creek August 2013 - July 2014
US Forest Service June 2012 - August 2012
Soma Intimates June 2009 - September 2010
Skills
Customer Service, Retail, Visual Merchandising, Sales, Merchandising, Time Management, Apparel, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Event Planning, Marketing, Data Entry, Leadership
Education
University of New Mexico 2011 — 2013
MBA, Organizational Behavior and Human Resources
The University of New Mexico 2005 — 2009
Bachelor's of Science, Psychology, Anthropology
Conservatory of Flamenco
Fidelity Investments July 2014 - Present
Coldwater Creek September 2010 - Present
Coldwater Creek August 2013 - July 2014
US Forest Service June 2012 - August 2012
Soma Intimates June 2009 - September 2010
Skills
Customer Service, Retail, Visual Merchandising, Sales, Merchandising, Time Management, Apparel, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Facebook, Event Planning, Marketing, Data Entry, Leadership
Education
University of New Mexico 2011 — 2013
MBA, Organizational Behavior and Human Resources
The University of New Mexico 2005 — 2009
Bachelor's of Science, Psychology, Anthropology
Conservatory of Flamenco
Matt Podolanko's Fidelity Investments Experience 2011 - Present
Job Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - Present
FedEx Office July 2007 - January 2011
Skills
SQL, Java, C#, HTML, Oracle, UML, VMware, Firewalls, Windows, C++, Operating Systems, TCP/IP, Access, Illustrator, Photoshop
Education
The University of Texas at Arlington 2008 — 2011
BS, Information Systems
University of Kansas 2005 — 2007
Computer Science
Fidelity Investments 2011 - Present
FedEx Office July 2007 - January 2011
Skills
SQL, Java, C#, HTML, Oracle, UML, VMware, Firewalls, Windows, C++, Operating Systems, TCP/IP, Access, Illustrator, Photoshop
Education
The University of Texas at Arlington 2008 — 2011
BS, Information Systems
University of Kansas 2005 — 2007
Computer Science
Sharon Valasek's Fidelity Investments Experience March 2004 - Present
Job Senior Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2004 - Present
Fidelity Investments March 2004 - March 2005
Charles Schwab April 2000 - January 2004
Sky Bank (The Ohio Bank) August 1996 - April 2000
Findley Davies, Inc. December 1989 - August 1996
National City Bank March 1986 - November 1989
National City Bank August 1983 - March 1986
Lucas County Domestic Relations Court August 1982 - August 1983
Skills
Analysis, Employee Benefits, Data Analysis, CRM, Training, Financial Services, Payroll, Customer Service, Finance, Accounting, Business Planning, Investments, Auditing, Mergers & Acquisitions, Account Reconciliation, Mutual Funds, Wealth Management, Process Improvement, Relationship Management, Strategic Planning, Business Analysis, Requirements Gathering, Risk Management, Microsoft Excel, Microsoft Word, 401k, Requirements Analysis, Portfolio Management, Retirement, Securities, Series 7, Vendor Management, Outlook, Asset Allocation, Series 63, Business Requirements, Access
Education
The University of Findlay 1998 — 2000
Master's, MBA
University of Toledo 1986 — 1989
Bachelor's of Science, Human Systems Studies
Terra Technical College 1980 — 1982
Associates, Business
Fidelity Investments March 2004 - Present
Fidelity Investments March 2004 - March 2005
Charles Schwab April 2000 - January 2004
Sky Bank (The Ohio Bank) August 1996 - April 2000
Findley Davies, Inc. December 1989 - August 1996
National City Bank March 1986 - November 1989
National City Bank August 1983 - March 1986
Lucas County Domestic Relations Court August 1982 - August 1983
Skills
Analysis, Employee Benefits, Data Analysis, CRM, Training, Financial Services, Payroll, Customer Service, Finance, Accounting, Business Planning, Investments, Auditing, Mergers & Acquisitions, Account Reconciliation, Mutual Funds, Wealth Management, Process Improvement, Relationship Management, Strategic Planning, Business Analysis, Requirements Gathering, Risk Management, Microsoft Excel, Microsoft Word, 401k, Requirements Analysis, Portfolio Management, Retirement, Securities, Series 7, Vendor Management, Outlook, Asset Allocation, Series 63, Business Requirements, Access
Education
The University of Findlay 1998 — 2000
Master's, MBA
University of Toledo 1986 — 1989
Bachelor's of Science, Human Systems Studies
Terra Technical College 1980 — 1982
Associates, Business
Brea Spann's Fidelity Investments Experience November 2010 - Present
Job Senior Defined Benefits Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Education
The University of New Mexico 2008 — 2010
Bachelor of Science (B.S.), Statistics, 3.78
Fidelity Investments November 2010 - Present
Education
The University of New Mexico 2008 — 2010
Bachelor of Science (B.S.), Statistics, 3.78
Chelsey Stanton's Fidelity Investments Experience August 2010 - Present
Job Resolution Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Walt Disney World August 2006 - January 2007
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Fidelity Investments August 2010 - Present
Walt Disney World August 2006 - January 2007
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
William Stofer's Fidelity Investments Experience July 2015 - Present
Job Branch Central Money Movement Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - July 2015
Fidelity Investments July 2013 - July 2014
KnowPress graphics & Tech Services January 2013 - June 2013
City of Albuquerque August 2009 - August 2012
Skills
Market Research, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Customer Service, Research, Event Planning, Leadership, Management, Finance, Business Development, Analysis
Education
The University of Dallas 2009 — 2013
Bachelor of Arts (B.A.), Business Leadership, Senior
Fidelity Investments July 2015 - Present
Fidelity Investments August 2014 - July 2015
Fidelity Investments July 2013 - July 2014
KnowPress graphics & Tech Services January 2013 - June 2013
City of Albuquerque August 2009 - August 2012
Skills
Market Research, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Customer Service, Research, Event Planning, Leadership, Management, Finance, Business Development, Analysis
Education
The University of Dallas 2009 — 2013
Bachelor of Arts (B.A.), Business Leadership, Senior
Alice Tsang's Fidelity Investments Experience 1993 - 2008
Job Professor in the Practice (Finance) Dept. of Economics and Business, Director of Global Partnerships at Gordon College
Industry Higher Education
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
Brian Akins's Fidelity Investments Experience July 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Skills
Series 9, Series 10, Series 7, Series 65
Education
The University of Memphis
Fidelity Investments July 2013 - Present
Skills
Series 9, Series 10, Series 7, Series 65
Education
The University of Memphis
Matthew Garrison's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
State Farm February 2009 - March 2012
Myrtle Technologies Inc. January 2000 - September 2002
Skills
Series 7, Series 63, Property & Casualty...
Education
The University of Georgia 2002 — 2008
Bachelor of Science (BS), Consumer Economics
The University of Georgia 2002 — 2008
Bachelor of Science (BS), Building/Property Maintenance
Fidelity Investments September 2012 - Present
State Farm February 2009 - March 2012
Myrtle Technologies Inc. January 2000 - September 2002
Skills
Series 7, Series 63, Property & Casualty...
Education
The University of Georgia 2002 — 2008
Bachelor of Science (BS), Consumer Economics
The University of Georgia 2002 — 2008
Bachelor of Science (BS), Building/Property Maintenance
Steven Kosta's Fidelity Investments Experience 1996 - Present
Job VP RIS at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
Skills
Financial Services, Leadership, Customer Service, Strategic Planning, Risk Management, Strategy
Education
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Science (B.S.), Economics
Fidelity Investments 1996 - Present
Skills
Financial Services, Leadership, Customer Service, Strategic Planning, Risk Management, Strategy
Education
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Science (B.S.), Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank