Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Vanessa Cobb Vanessa Cobb's Fidelity Investments Experience September 2008 - January 2012
Job Account Sales Specialist at GoDaddy
Industry Marketing and Advertising
Experience
GoDaddy February 2014 - Present
Dun and Bradstreet Credibility Corp. June 2013 - August 2013
Ricoh USA August 2012 - May 2013
Charles Schwab January 2012 - August 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments September 2008 - April 2009
Elephant Bar October 2006 - August 2008
Applebee's May 2003 - September 2006
Keva Juice April 2001 - April 2003
Skills
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Outlook, Lotus Notes, DOS, NICE Call Recording, SharePoint, Oracle Applications, CLAS, HRIS Database Management, Sage Abra HRMS, PowerPoint, CRM, Call Centers, Analysis, Communication, Customer Satisfaction, Customer Service, Management, Teamwork, Training, Sales, Quality Assurance, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration, Marketing Management
GoDaddy February 2014 - Present
Dun and Bradstreet Credibility Corp. June 2013 - August 2013
Ricoh USA August 2012 - May 2013
Charles Schwab January 2012 - August 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments September 2008 - April 2009
Elephant Bar October 2006 - August 2008
Applebee's May 2003 - September 2006
Keva Juice April 2001 - April 2003
Skills
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Outlook, Lotus Notes, DOS, NICE Call Recording, SharePoint, Oracle Applications, CLAS, HRIS Database Management, Sage Abra HRMS, PowerPoint, CRM, Call Centers, Analysis, Communication, Customer Satisfaction, Customer Service, Management, Teamwork, Training, Sales, Quality Assurance, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration, Marketing Management
Shawn Storm Shawn Storm's Fidelity Investments Experience July 2010 - October 2010
Job Solar Finance Program Manager at Emcore
Industry Semiconductors
Experience
EMCORE Corporation September 2012 - Present
UnitedHealth Group November 2011 - August 2012
Sandia National Laboratories March 2011 - November 2011
Environmental Dimensions, inc. October 2010 - March 2011
Fidelity Investments July 2010 - October 2010
Apple Inc June 2008 - June 2010
Skills
Data Analysis, SQL, Budget Analysis, Management, Finance, Research, Process Scheduler, Financial Accounting, Microsoft SQL Server, Invoicing, Analysis, Access, Process Improvement, Microsoft Excel, Healthcare, Microsoft Office, PowerPoint, Program Management, Microsoft Word, Project Management, Software Documentation, Business Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Management of Information Systems, Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
BBA, Accounting
Central New Mexico Community College 2006 — 2008
BBA, Accounting
Los Lunas High School 2004 — 2006
High School Diploma, General Studies
EMCORE Corporation September 2012 - Present
UnitedHealth Group November 2011 - August 2012
Sandia National Laboratories March 2011 - November 2011
Environmental Dimensions, inc. October 2010 - March 2011
Fidelity Investments July 2010 - October 2010
Apple Inc June 2008 - June 2010
Skills
Data Analysis, SQL, Budget Analysis, Management, Finance, Research, Process Scheduler, Financial Accounting, Microsoft SQL Server, Invoicing, Analysis, Access, Process Improvement, Microsoft Excel, Healthcare, Microsoft Office, PowerPoint, Program Management, Microsoft Word, Project Management, Software Documentation, Business Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
MBA, Management of Information Systems, Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
BBA, Accounting
Central New Mexico Community College 2006 — 2008
BBA, Accounting
Los Lunas High School 2004 — 2006
High School Diploma, General Studies
Felicia M. Jones's Fidelity Investments Experience April 2005 - March 2006
Job Risk Management at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2012 - Present
TD Ameritrade August 2011 - September 2012
TD Ameritrade October 2007 - August 2011
TD Ameritrade December 2006 - October 2007
Fidelity Investments April 2005 - March 2006
Fidelity Investments June 2000 - April 2005
Skills
Risk Management, Financial Services, Institutional Relations, Manage Client..., Critical Thinking, Independent Thinking, People Skills, Securities Market, Retail Banking, Fixed Income, Document Review, Mutual Funds, Project Management, Microsoft Office, Salesforce.com, Onboarding, Operational Risk..., Customer Service, Multi Tasking, Teamwork, Investments, Finance, Equities, Securities, Financial Advisory, Portfolio Management, Limited Companies, Trusts, Legal Documents, Regulatory Compliance, Fraud Detection, Hold Series 7, Series 24, Work Effectively, Registered Investment..., Financial Markets, Analysis, FINRA, Banking, Wealth Management, Financial Planning
Education
The University of Texas at Arlington 2001 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Studies, Emphasis in English and Communications
TD Ameritrade September 2012 - Present
TD Ameritrade August 2011 - September 2012
TD Ameritrade October 2007 - August 2011
TD Ameritrade December 2006 - October 2007
Fidelity Investments April 2005 - March 2006
Fidelity Investments June 2000 - April 2005
Skills
Risk Management, Financial Services, Institutional Relations, Manage Client..., Critical Thinking, Independent Thinking, People Skills, Securities Market, Retail Banking, Fixed Income, Document Review, Mutual Funds, Project Management, Microsoft Office, Salesforce.com, Onboarding, Operational Risk..., Customer Service, Multi Tasking, Teamwork, Investments, Finance, Equities, Securities, Financial Advisory, Portfolio Management, Limited Companies, Trusts, Legal Documents, Regulatory Compliance, Fraud Detection, Hold Series 7, Series 24, Work Effectively, Registered Investment..., Financial Markets, Analysis, FINRA, Banking, Wealth Management, Financial Planning
Education
The University of Texas at Arlington 2001 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Studies, Emphasis in English and Communications
John Rodrigues John Rodrigues's Fidelity Investments Experience February 2012 - July 2013
Job
Industry Information Technology and Services
Experience
Sabre Airline Solutions August 2014 - Present
Aviture March 2014 - August 2014
DG July 2013 - February 2014
Fidelity Investments February 2012 - July 2013
Bank of America Merrill Lynch May 2010 - February 2012
BNSF Railway 1999 - May 2010
EDS Advanced Solutions 1998 - 1999
AXA Equitable 1997 - 1998
Skills
Software Development, Enterprise Software, Java Enterprise Edition, Java, Agile Methodologies, DB2, Unix, Web Services, Perl, SQL, C++, Python, Linux, JavaScript, MySQL, Maven, Tomcat, Clojure, Oracle, Spring, Hibernate, REST, Spring Framework
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
University of Pune
Bachelor's Degree, Computer Engineering
Sabre Airline Solutions August 2014 - Present
Aviture March 2014 - August 2014
DG July 2013 - February 2014
Fidelity Investments February 2012 - July 2013
Bank of America Merrill Lynch May 2010 - February 2012
BNSF Railway 1999 - May 2010
EDS Advanced Solutions 1998 - 1999
AXA Equitable 1997 - 1998
Skills
Software Development, Enterprise Software, Java Enterprise Edition, Java, Agile Methodologies, DB2, Unix, Web Services, Perl, SQL, C++, Python, Linux, JavaScript, MySQL, Maven, Tomcat, Clojure, Oracle, Spring, Hibernate, REST, Spring Framework
Education
The University of Texas at Arlington
Master of Business Administration (M.B.A.)
University of Pune
Bachelor's Degree, Computer Engineering
Andrew Hockey Andrew Hockey's Fidelity Investments Experience May 2014 - December 2014
Job Securities Settlement Associate at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management May 2015 - Present
Fidelity Investments May 2014 - December 2014
Portfolio Wealth Advisors March 2014 - May 2014
Skills
Microsoft Excel, Finance, Research, Microsoft Office, Teamwork, Data Analysis, Investments, Financial Analysis, Analysis, Portfolio Management, Customer Service, Leadership, PowerPoint, Microsoft Word, Time Management, Accounting, Event Planning, Team Leadership, Windows, Data Entry, English, Management, Matlab, Valuation, Financial Modeling, Public Speaking, Equities, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Thornburg Investment Management May 2015 - Present
Fidelity Investments May 2014 - December 2014
Portfolio Wealth Advisors March 2014 - May 2014
Skills
Microsoft Excel, Finance, Research, Microsoft Office, Teamwork, Data Analysis, Investments, Financial Analysis, Analysis, Portfolio Management, Customer Service, Leadership, PowerPoint, Microsoft Word, Time Management, Accounting, Event Planning, Team Leadership, Windows, Data Entry, English, Management, Matlab, Valuation, Financial Modeling, Public Speaking, Equities, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Cameron Pettigrew Cameron Pettigrew's Fidelity Investments Experience June 2007 - October 2009
Job Financial Consultant (Field) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF May 2011 - March 2013
Fidelity Investments June 2007 - October 2009
Fidelity Investments October 2008 - June 2009
Skills
Series 7, Series 63, Insurance, Leadership, Finance, Brokerage, Investments, Series 6, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Options, Retirement Planning, Securities, Wealth Management, Financial Analysis
Education
The University of Texas at Arlington 2006 — 2007
Master of Business Administration, Finance, 3.56 GPA
University of Houston 2002 — 2005
Bachelor of Science, Political Science, 3.52 GPA, Cum Laude
TIAA-CREF March 2013 - Present
TIAA-CREF May 2011 - March 2013
Fidelity Investments June 2007 - October 2009
Fidelity Investments October 2008 - June 2009
Skills
Series 7, Series 63, Insurance, Leadership, Finance, Brokerage, Investments, Series 6, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Options, Retirement Planning, Securities, Wealth Management, Financial Analysis
Education
The University of Texas at Arlington 2006 — 2007
Master of Business Administration, Finance, 3.56 GPA
University of Houston 2002 — 2005
Bachelor of Science, Political Science, 3.52 GPA, Cum Laude
Apollo Silva Apollo Silva's Fidelity Investments Experience 2007 - 2011
Job IT Special Projects Manager / SIS Administrator at Faith Academy
Industry Information Technology and Services
Experience
Faith Academy July 2014 - Present
Commission to Every Nation January 2014 - Present
Wycliffe Associates October 2011 - October 2013
Fidelity Investments 2007 - 2011
Fidelity Investments 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
Fidelity Investments 1995 - 1998
Fidelity Investments 1992 - 1995
Skills
SDLC, Enterprise Architecture, Disaster Recovery, Data Center, Requirements Analysis, Vendor Management, Unix, Solaris, Solution Architecture, IT Management, ITIL, Security, IT Operations, Integration, Virtualization, Cloud Computing, System Deployment, Linux, Visio, Telecommunications, Program Management, Architecture, IT Strategy, Windows Server, IIS, Software Development, Business Continuity, Process Improvement, SharePoint, System Administration, Business Analysis, Software Project..., PMP, Servers
Education
The University of Texas at Arlington 1980 — 1986
Bachelor's degree, Mathematics
Faith Academy July 2014 - Present
Commission to Every Nation January 2014 - Present
Wycliffe Associates October 2011 - October 2013
Fidelity Investments 2007 - 2011
Fidelity Investments 2006 - 2007
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
Fidelity Investments 1995 - 1998
Fidelity Investments 1992 - 1995
Skills
SDLC, Enterprise Architecture, Disaster Recovery, Data Center, Requirements Analysis, Vendor Management, Unix, Solaris, Solution Architecture, IT Management, ITIL, Security, IT Operations, Integration, Virtualization, Cloud Computing, System Deployment, Linux, Visio, Telecommunications, Program Management, Architecture, IT Strategy, Windows Server, IIS, Software Development, Business Continuity, Process Improvement, SharePoint, System Administration, Business Analysis, Software Project..., PMP, Servers
Education
The University of Texas at Arlington 1980 — 1986
Bachelor's degree, Mathematics
Amanda Partin Amanda Partin's Fidelity Investments Experience May 2006 - April 2008
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance June 2015 - Present
Regions Financial Corporation November 2013 - March 2015
Liberty Mutual Insurance April 2012 - July 2013
Frost Bank April 2008 - April 2012
Fidelity Investments May 2006 - April 2008
Skills
Insurance, Customer Service, Life Insurance, Strategic Financial..., Sales, Leadership, Marketing, Microsoft Excel, Property & Casualty..., Sales Management, Microsoft Office, Customer Satisfaction, Building Relationships, Data Entry, Photoshop, Account Management, Team Building, Customer Retention, Time Management, Public Speaking, Management
Education
The University of Texas at Arlington 2010 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of North Texas 2005 — 2007
Liberty Mutual Insurance June 2015 - Present
Regions Financial Corporation November 2013 - March 2015
Liberty Mutual Insurance April 2012 - July 2013
Frost Bank April 2008 - April 2012
Fidelity Investments May 2006 - April 2008
Skills
Insurance, Customer Service, Life Insurance, Strategic Financial..., Sales, Leadership, Marketing, Microsoft Excel, Property & Casualty..., Sales Management, Microsoft Office, Customer Satisfaction, Building Relationships, Data Entry, Photoshop, Account Management, Team Building, Customer Retention, Time Management, Public Speaking, Management
Education
The University of Texas at Arlington 2010 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of North Texas 2005 — 2007
Alan Van Zandt Alan Van Zandt's Fidelity Investments Experience May 2014 - Present
Job Senior Manager, Financial Administration at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments May 2014 - Present
Cook Children's Health Care System July 2013 - May 2014
Cook Children's Health Care System April 2012 - July 2013
Cook Children's Health Care System February 2011 - April 2012
Arlington Baptist College May 2009 - August 2010
Alcon Laboratories, Inc. April 2007 - April 2009
Alcon Laboratories, Inc. March 2006 - March 2007
Alcon Laboratories, Inc. April 2004 - March 2006
Alcon Laboratories, Inc. March 2002 - March 2004
Alcon Laboratories, Inc. April 1998 - March 2002
Skills
Accounting, Finance, Internal Controls, Auditing, Managerial Finance, Process Improvement, Forecasting, Budgets, Payroll, Variance Analysis, Analysis, Sarbanes-Oxley Act, Financial Analysis, Leadership, Risk Management, Financial Reporting, Business Process..., Change Management, Policy, Management, Operations Management, Strategic Planning, Human Resources, Financial Modeling, Accounts Payable, Financial Accounting, Business Analysis, Mergers & Acquisitions, Tax, Accounts Receivable, Project Planning, Project Management, Training, Consolidation, Access, CPA, Employee Benefits, JD Edwards, PeopleSoft, GAAP, SEC filings, Hyperion Enterprise, US GAAP, Business Planning, Banking, Internal Audit, Due Diligence, Essbase, Movex, Corporate Finance
Education
The University of Texas at Arlington 1980 — 1982
BBA, Accounting
Fidelity Investments May 2014 - Present
Cook Children's Health Care System July 2013 - May 2014
Cook Children's Health Care System April 2012 - July 2013
Cook Children's Health Care System February 2011 - April 2012
Arlington Baptist College May 2009 - August 2010
Alcon Laboratories, Inc. April 2007 - April 2009
Alcon Laboratories, Inc. March 2006 - March 2007
Alcon Laboratories, Inc. April 2004 - March 2006
Alcon Laboratories, Inc. March 2002 - March 2004
Alcon Laboratories, Inc. April 1998 - March 2002
Skills
Accounting, Finance, Internal Controls, Auditing, Managerial Finance, Process Improvement, Forecasting, Budgets, Payroll, Variance Analysis, Analysis, Sarbanes-Oxley Act, Financial Analysis, Leadership, Risk Management, Financial Reporting, Business Process..., Change Management, Policy, Management, Operations Management, Strategic Planning, Human Resources, Financial Modeling, Accounts Payable, Financial Accounting, Business Analysis, Mergers & Acquisitions, Tax, Accounts Receivable, Project Planning, Project Management, Training, Consolidation, Access, CPA, Employee Benefits, JD Edwards, PeopleSoft, GAAP, SEC filings, Hyperion Enterprise, US GAAP, Business Planning, Banking, Internal Audit, Due Diligence, Essbase, Movex, Corporate Finance
Education
The University of Texas at Arlington 1980 — 1982
BBA, Accounting
John Mazzei's Fidelity Investments Experience September 2015 - Present
Job Financial Associate II WPI High Engagement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments August 2015 - September 2015
Fidelity Investments May 2015 - August 2015
Capstone Collegiate Communities January 2015 - May 2015
Wells Fargo May 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
American Campus Communities July 2011 - May 2014
Skills
Finance, Marketing, Microsoft Excel, Microsoft Office, Sports, Public Speaking, Technical Writing, Resident Retention, Advertising, Customer Service, Financial Analysis, Leadership, Lease Administration, Training, PowerPoint, Social Media
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Bachelor's Degree, Finance
La Cueva High School 2006 — 2010
Fidelity Investments September 2015 - Present
Fidelity Investments August 2015 - September 2015
Fidelity Investments May 2015 - August 2015
Capstone Collegiate Communities January 2015 - May 2015
Wells Fargo May 2014 - January 2015
Northwestern Mutual January 2014 - May 2014
American Campus Communities July 2011 - May 2014
Skills
Finance, Marketing, Microsoft Excel, Microsoft Office, Sports, Public Speaking, Technical Writing, Resident Retention, Advertising, Customer Service, Financial Analysis, Leadership, Lease Administration, Training, PowerPoint, Social Media
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Bachelor's Degree, Finance
La Cueva High School 2006 — 2010
Ashley Arogunmati's Fidelity Investments Experience February 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Buffalo Wild Wings February 2012 - December 2013
Lifetime Fitness May 2011 - August 2011
University of Texas at Arlington-College of Business January 2011 - May 2011
Skills
Deadline Driven, Focused, Dedicated team player, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Positive Can-do Attitude, Fast Learner, Dependable Team Player, Strategic Planning, Great Communication..., Skilled Multi-tasker, Exceptional Problem..., PowerPoint, Telephone Skills, Hospitality, Time Management, Communication, Customer Service, Public Speaking, Sales, Teamwork
Education
The University of Texas at Arlington 2009 — 2013
Bachelor of Arts (B.A.), Organizational Communications, minor in Business Administration
Fidelity Investments February 2014 - Present
Buffalo Wild Wings February 2012 - December 2013
Lifetime Fitness May 2011 - August 2011
University of Texas at Arlington-College of Business January 2011 - May 2011
Skills
Deadline Driven, Focused, Dedicated team player, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Positive Can-do Attitude, Fast Learner, Dependable Team Player, Strategic Planning, Great Communication..., Skilled Multi-tasker, Exceptional Problem..., PowerPoint, Telephone Skills, Hospitality, Time Management, Communication, Customer Service, Public Speaking, Sales, Teamwork
Education
The University of Texas at Arlington 2009 — 2013
Bachelor of Arts (B.A.), Organizational Communications, minor in Business Administration
Richard Goetz Richard Goetz's Fidelity Investments Experience November 2006 - November 2009
Job Financial Services
Industry Financial Services
Experience
Max Industrial November 2009 - Present
Beacon Capital Management, Inc. February 2013 - June 2015
Barrington Capital Management, Inc. July 2011 - February 2013
Barrington Capital Preferred Partners July 2011 - February 2013
Fidelity Investments November 2006 - November 2009
Cuna Brokerage Service, Inc. July 2005 - November 2006
Max Industrial February 2002 - August 2005
Linsco/Private Ledger Corp. August 2002 - December 2003
Sage Distributors Inc. August 2001 - January 2002
Salomon Smith Barney July 2000 - August 2001
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Alternative Investments, Securities, Fixed Income, Separately Managed..., Investment Advisory..., Asset Allocation, Investment Strategies, Portfolio Optimization, Portfolio Strategy, Wealth Transfer, Strategic Financial..., Financial Management, Fixed Income Management, Estate Planning, Insurance Planning, Options Strategies, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Planning, Private Label, Stocks, Bonds, Financial Advisory, Financial Services, Investment Management, Trading, Series 63, Series 7, Retirement, FINRA, Asset Management, 401k, Options, Insurance, Risk Management, Financial Planning
Education
The University of North Dakota 1986 — 1988
Bachelors Of Business Administration, Economics
Bismarck State College 1984 — 1986
Associate of Arts, Business Administration
Max Industrial November 2009 - Present
Beacon Capital Management, Inc. February 2013 - June 2015
Barrington Capital Management, Inc. July 2011 - February 2013
Barrington Capital Preferred Partners July 2011 - February 2013
Fidelity Investments November 2006 - November 2009
Cuna Brokerage Service, Inc. July 2005 - November 2006
Max Industrial February 2002 - August 2005
Linsco/Private Ledger Corp. August 2002 - December 2003
Sage Distributors Inc. August 2001 - January 2002
Salomon Smith Barney July 2000 - August 2001
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Alternative Investments, Securities, Fixed Income, Separately Managed..., Investment Advisory..., Asset Allocation, Investment Strategies, Portfolio Optimization, Portfolio Strategy, Wealth Transfer, Strategic Financial..., Financial Management, Fixed Income Management, Estate Planning, Insurance Planning, Options Strategies, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Planning, Private Label, Stocks, Bonds, Financial Advisory, Financial Services, Investment Management, Trading, Series 63, Series 7, Retirement, FINRA, Asset Management, 401k, Options, Insurance, Risk Management, Financial Planning
Education
The University of North Dakota 1986 — 1988
Bachelors Of Business Administration, Economics
Bismarck State College 1984 — 1986
Associate of Arts, Business Administration
Jerry Portillo's Fidelity Investments Experience July 2008 - Present
Job
Industry Human Resources
Experience
Fidelity Investments July 2008 - Present
Skills
Visio, Microsoft Word, Software Documentation
Education
The University of New Mexico - Robert O. Anderson School of Management
Fidelity Investments July 2008 - Present
Skills
Visio, Microsoft Word, Software Documentation
Education
The University of New Mexico - Robert O. Anderson School of Management
Ford Timms Ford Timms's Fidelity Investments Experience 2008 - February 2010
Job Investment Consultant
Industry Financial Services
Experience
Scottrade November 2013 - Present
SAMBA SAFETY May 2012 - August 2013
ADP February 2010 - May 2012
Fidelity Investments 2008 - February 2010
Aerotek 1996 - 1998
Skills
Employee Benefits, Team Building, Human Resources, Employee Relations, ADP Payroll, Benefits Administration, Recruiting, Sales, Time Management, Cold Calling, Performance Management, Selling, Hiring, Payroll, Onboarding, Interviews, Talent Acquisition, Leadership, Management
Education
University of Phoenix 1997 — 1999
MBA
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1993
BBA, Human Resources
Williston High School
Scottrade November 2013 - Present
SAMBA SAFETY May 2012 - August 2013
ADP February 2010 - May 2012
Fidelity Investments 2008 - February 2010
Aerotek 1996 - 1998
Skills
Employee Benefits, Team Building, Human Resources, Employee Relations, ADP Payroll, Benefits Administration, Recruiting, Sales, Time Management, Cold Calling, Performance Management, Selling, Hiring, Payroll, Onboarding, Interviews, Talent Acquisition, Leadership, Management
Education
University of Phoenix 1997 — 1999
MBA
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1993
BBA, Human Resources
Williston High School
Chase Southern's Fidelity Investments Experience January 2013 - February 2014
Job Analyst at PIRA Energy Group
Industry Financial Services
Experience
PIRA Energy Group August 2015 - Present
Rockwood Investment Partners, LP February 2014 - August 2015
Fidelity Investments January 2013 - February 2014
Skills
Economics, Microsoft Excel, Finance, Bloomberg Terminal, Financial Modeling, VBA, Econometrics, International Economics, Entrepreneurship, Derivatives, Policy Analysis, Statistical Modeling, International Relations, GAAP, IFRS, Trading, Access, Equity Research, Foreign Exchange, International Equities, Value Investing, Microsoft Office, SQL, Macroeconomics, Equities, Financial Analysis, Marketing, Bloomberg, Research, Leadership
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science, Economics
Yonsei University 2011 — 2012
Bachelor of Science, Economics
PIRA Energy Group August 2015 - Present
Rockwood Investment Partners, LP February 2014 - August 2015
Fidelity Investments January 2013 - February 2014
Skills
Economics, Microsoft Excel, Finance, Bloomberg Terminal, Financial Modeling, VBA, Econometrics, International Economics, Entrepreneurship, Derivatives, Policy Analysis, Statistical Modeling, International Relations, GAAP, IFRS, Trading, Access, Equity Research, Foreign Exchange, International Equities, Value Investing, Microsoft Office, SQL, Macroeconomics, Equities, Financial Analysis, Marketing, Bloomberg, Research, Leadership
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science, Economics
Yonsei University 2011 — 2012
Bachelor of Science, Economics
Kent Nelson Kent Nelson's Fidelity Investments Experience November 2012 - December 2013
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - December 2013
Financial Marketing Group October 2011 - October 2012
Insurance and Financial Services Agency August 2010 - September 2011
Orlando, FL June 2009 - November 2009
Allianz Life September 2005 - March 2009
Allianz Life January 2004 - August 2005
CORTRUST BANK/RAYMOND JAMES FINANCIAL SERVICES January 2000 - January 2003
HOMETOWN INSURERS/PRIMEVEST FINANCIAL SERVICES January 2000 - January 2000
SUNPOINT SECURITIES January 1994 - January 2000
PIPER JAFFRAY & COMPANY January 1990 - January 1994
Education
The University of South Dakota 1981 — 1984
BS
Fidelity Investments November 2012 - December 2013
Financial Marketing Group October 2011 - October 2012
Insurance and Financial Services Agency August 2010 - September 2011
Orlando, FL June 2009 - November 2009
Allianz Life September 2005 - March 2009
Allianz Life January 2004 - August 2005
CORTRUST BANK/RAYMOND JAMES FINANCIAL SERVICES January 2000 - January 2003
HOMETOWN INSURERS/PRIMEVEST FINANCIAL SERVICES January 2000 - January 2000
SUNPOINT SECURITIES January 1994 - January 2000
PIPER JAFFRAY & COMPANY January 1990 - January 1994
Education
The University of South Dakota 1981 — 1984
BS
Ahmad Salem Ahmad Salem's Fidelity Investments Experience 2012 - 2014
Job Business Analyst
Industry Accounting
Experience
Fidelity Investments 2012 - 2014
Skills
Access, Analytical Capability, Analytical Skills, Arabic, Critical Thinking, Documentation, Finance, Financial Accounting, Financial Analysis, Financial Analyst, Financial Reporting, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Peachtree, PowerPoint, Strategic Financial..., Budgets, Data Analysis, Leadership, Analysis, Accounts Receivable
Education
The University of Texas at Arlington 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Fidelity Investments 2012 - 2014
Skills
Access, Analytical Capability, Analytical Skills, Arabic, Critical Thinking, Documentation, Finance, Financial Accounting, Financial Analysis, Financial Analyst, Financial Reporting, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Peachtree, PowerPoint, Strategic Financial..., Budgets, Data Analysis, Leadership, Analysis, Accounts Receivable
Education
The University of Texas at Arlington 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Nicholas Gibson's Fidelity Investments Experience July 2015 - Present
Job Contracts Manager at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments July 2015 - Present
Intellectual Property Matters Club at University of New Mexico School of Law May 2013 - May 2015
University of New Mexico August 2012 - May 2015
Lorette Enochs, Esq. November 2014 - March 2015
Peacock Myers, P.C. May 2014 - December 2014
5 Star Fundraising August 2006 - December 2014
New Mexico Department of Workforce Solutions January 2014 - May 2014
International Programs Committee at University of New Mexico School of Law August 2013 - May 2014
Skills
Commercial Contracts, Contract Negotiation, Legal Writing, Legal Research, PowerPoint, Microsoft Office, Mediation, Employment Law, Civil Litigation, Litigation, International Business..., Secured Transactions, Trial Practice, Employment Contracts, Commerical Transactions, Public Speaking, Social Media, Microsoft Excel
Education
The University of New Mexico School of Law 2012 — 2015
Juris Doctorate, Civil Litigation, Dean's List - 2014 & 2015 - Honor Roll - 2013
The University of New Mexico 2006 — 2011
Bachelor of Arts (B.A.), Criminology and Mathematics
Fidelity Investments July 2015 - Present
Intellectual Property Matters Club at University of New Mexico School of Law May 2013 - May 2015
University of New Mexico August 2012 - May 2015
Lorette Enochs, Esq. November 2014 - March 2015
Peacock Myers, P.C. May 2014 - December 2014
5 Star Fundraising August 2006 - December 2014
New Mexico Department of Workforce Solutions January 2014 - May 2014
International Programs Committee at University of New Mexico School of Law August 2013 - May 2014
Skills
Commercial Contracts, Contract Negotiation, Legal Writing, Legal Research, PowerPoint, Microsoft Office, Mediation, Employment Law, Civil Litigation, Litigation, International Business..., Secured Transactions, Trial Practice, Employment Contracts, Commerical Transactions, Public Speaking, Social Media, Microsoft Excel
Education
The University of New Mexico School of Law 2012 — 2015
Juris Doctorate, Civil Litigation, Dean's List - 2014 & 2015 - Honor Roll - 2013
The University of New Mexico 2006 — 2011
Bachelor of Arts (B.A.), Criminology and Mathematics
Mark Bowman, CSM's Fidelity Investments Experience January 2012 - December 2014
Job Seeking IT Operations / Agile opportunities
Industry Information Technology and Services
Experience
DFW area January 2015 - Present
Fidelity Investments January 2012 - December 2014
Fidelity Investments March 2007 - December 2011
Oracle Corporation 1998 - 2007
Kevco Distribution, Inc 1995 - 1998
Ernst & Young LLP 1993 - 1995
Craftmade International 1987 - 1992
Skills
IT Operations, Operations Management, Oracle E-Business Suite, Oracle Applications, Production Support, IT Service Management, ITIL, Incident Management, Kanban, Incident Reporting, Help Desk Support, Scrum, Customer Support, Technical Support, Problem Management, Agile Methodologies, Business Analysis, Thought Leadership, Tableau, OBIEE, Leading Change, ERP Implementations, Accounting, IT Audit, Auditing, Written & Oral..., Veterans, SDLC, Process Improvement, Oracle, Business Intelligence, Project Management
Education
The University of Texas at Arlington 1991 — 1993
Bachelor of Science (BS), Accounting, 3.52
DFW area January 2015 - Present
Fidelity Investments January 2012 - December 2014
Fidelity Investments March 2007 - December 2011
Oracle Corporation 1998 - 2007
Kevco Distribution, Inc 1995 - 1998
Ernst & Young LLP 1993 - 1995
Craftmade International 1987 - 1992
Skills
IT Operations, Operations Management, Oracle E-Business Suite, Oracle Applications, Production Support, IT Service Management, ITIL, Incident Management, Kanban, Incident Reporting, Help Desk Support, Scrum, Customer Support, Technical Support, Problem Management, Agile Methodologies, Business Analysis, Thought Leadership, Tableau, OBIEE, Leading Change, ERP Implementations, Accounting, IT Audit, Auditing, Written & Oral..., Veterans, SDLC, Process Improvement, Oracle, Business Intelligence, Project Management
Education
The University of Texas at Arlington 1991 — 1993
Bachelor of Science (BS), Accounting, 3.52
Steven Baca's Fidelity Investments Experience July 2014 - Present
Job Health and Wellness Consultant at Fidelity Investments
Industry Renewables & Environment
Experience
Fidelity Investments July 2014 - Present
SpecialT Shirt Co. October 2013 - Present
Rio Rapids Soccer Club 2008 - Present
Lockheed Martin March 2013 - September 2013
House of Soccer August 2009 - August 2011
Sam’s Club May 2006 - April 2009
Skills
MIG welding, USSF "D" License Soccer..., Microsoft Excel, Microsoft Word, PowerPoint, Youth Module I and II..., Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Masters in Business Administration, Management of Technology
University of New Mexico – Anderson School of Management 2006 — 2010
Bachelors of Business Administration, Entrepreneurial Studies
Fidelity Investments July 2014 - Present
SpecialT Shirt Co. October 2013 - Present
Rio Rapids Soccer Club 2008 - Present
Lockheed Martin March 2013 - September 2013
House of Soccer August 2009 - August 2011
Sam’s Club May 2006 - April 2009
Skills
MIG welding, USSF "D" License Soccer..., Microsoft Excel, Microsoft Word, PowerPoint, Youth Module I and II..., Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2012
Masters in Business Administration, Management of Technology
University of New Mexico – Anderson School of Management 2006 — 2010
Bachelors of Business Administration, Entrepreneurial Studies
Amanda Sullivan-Small's Fidelity Investments Experience December 2012 - Present
Job Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Rader Awning August 2014 - Present
Fidelity Investments December 2012 - Present
Ethicon Endo-Surgery March 2011 - June 2012
Northwestern Mutual January 2010 - March 2011
Northwestern Mutual January 2010 - February 2011
Skills
Process Improvement, Forecasting, Microsoft Excel, Leadership, SAP, Customer Service, Cross-functional Team..., Microsoft Office, Strategic Planning, Succession Planning, Management, Analysis, Finance, Risk Management, Financial Analysis, Team Building, Sales, Public Speaking, Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2012
Human Resources and Accounting, Human Resources Management and Services, 3.6
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
Rader Awning August 2014 - Present
Fidelity Investments December 2012 - Present
Ethicon Endo-Surgery March 2011 - June 2012
Northwestern Mutual January 2010 - March 2011
Northwestern Mutual January 2010 - February 2011
Skills
Process Improvement, Forecasting, Microsoft Excel, Leadership, SAP, Customer Service, Cross-functional Team..., Microsoft Office, Strategic Planning, Succession Planning, Management, Analysis, Finance, Risk Management, Financial Analysis, Team Building, Sales, Public Speaking, Marketing
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2012
Human Resources and Accounting, Human Resources Management and Services, 3.6
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
Vineel Nalla's Fidelity Investments Experience January 1998 - September 2000
Job
Industry Information Technology and Services
Experience
NBOS Technologies January 2008 - Present
Upromise Investments 2006 - 2007
Upromise 2003 - 2005
Upromise 2001 - 2003
Fidelity Systems Company, Boston 1995 - 2001
Fidelity Investments January 1998 - September 2000
Fidelity Investments 1995 - 1998
Skills
Agile Methodologies, System Architecture, Quality Assurance, SDLC, REST, Java, Security, Vendor Management, Program Management, Scalability, Unix, SaaS
Education
The University of Texas at Arlington 1993 — 1995
Masters, Computer Science
UTA 1993 — 1995
Masters, Computer Science
Bharathiya Vidhya Bhavans 1986 — 1988
NBOS Technologies January 2008 - Present
Upromise Investments 2006 - 2007
Upromise 2003 - 2005
Upromise 2001 - 2003
Fidelity Systems Company, Boston 1995 - 2001
Fidelity Investments January 1998 - September 2000
Fidelity Investments 1995 - 1998
Skills
Agile Methodologies, System Architecture, Quality Assurance, SDLC, REST, Java, Security, Vendor Management, Program Management, Scalability, Unix, SaaS
Education
The University of Texas at Arlington 1993 — 1995
Masters, Computer Science
UTA 1993 — 1995
Masters, Computer Science
Bharathiya Vidhya Bhavans 1986 — 1988
Richard Cronin Richard Cronin's Fidelity Investments Experience June 2013 - Present
Job Sr QA With Automation
Industry Airlines/Aviation
Experience
Fidelity Investments June 2013 - Present
Sabre Holdings September 2012 - June 2013
Siemens January 1998 - September 2012
Skills
Test Automation, Testing, Automation, CMMI, Agile Methodologies, QTP, Quality Center, Test Planning, Requirements Analysis, ClearQuest, System Testing, LoadRunner, Test Cases, Robot Framework, Selenium, ClearCase, User Acceptance Testing, Embedded Systems, Visio, Unix, Visual Studio, Software Quality..., Quality Assurance, Software Engineering
Education
The University of New Mexico 1992 — 1995
BS, EE
Fidelity Investments June 2013 - Present
Sabre Holdings September 2012 - June 2013
Siemens January 1998 - September 2012
Skills
Test Automation, Testing, Automation, CMMI, Agile Methodologies, QTP, Quality Center, Test Planning, Requirements Analysis, ClearQuest, System Testing, LoadRunner, Test Cases, Robot Framework, Selenium, ClearCase, User Acceptance Testing, Embedded Systems, Visio, Unix, Visual Studio, Software Quality..., Quality Assurance, Software Engineering
Education
The University of New Mexico 1992 — 1995
BS, EE
Mike DeMars Mike DeMars's Fidelity Investments Experience October 2012 - August 2014
Job Case Manager at CMI
Industry Retail
Experience
CMI January 2015 - Present
Kraft / Mondelez / Nabisco May 2012 - Present
Fidelity Investments October 2012 - August 2014
Nebraska Furniture Mart September 2014 - 2014
Haverty's July 2012 - September 2012
Minyard Food Stores 1975 - June 2011
Skills
Employee Relations, Onboarding, Recruiting, Team Building, Coaching, Employee Benefits, Human Resources, Management, Merchandising, Store Management, Hiring, Sales, Program Management, Training, Benefits Administration, Time Management, Performance Management
Education
The University of Texas at Arlington
Bachelor, Business Administration
CMI January 2015 - Present
Kraft / Mondelez / Nabisco May 2012 - Present
Fidelity Investments October 2012 - August 2014
Nebraska Furniture Mart September 2014 - 2014
Haverty's July 2012 - September 2012
Minyard Food Stores 1975 - June 2011
Skills
Employee Relations, Onboarding, Recruiting, Team Building, Coaching, Employee Benefits, Human Resources, Management, Merchandising, Store Management, Hiring, Sales, Program Management, Training, Benefits Administration, Time Management, Performance Management
Education
The University of Texas at Arlington
Bachelor, Business Administration
Kedar Purohit Kedar Purohit's Fidelity Investments Experience June 2007 - December 2007
Job Software Engineer
Industry Computer Software
Experience
RetailMeNot, Inc. July 2015 - Present
eBay Inc February 2015 - July 2015
eBay Inc September 2013 - February 2015
Sabre Airline Solutions April 2012 - September 2013
Champion Auto Group May 2007 - August 2012
Overstock.com February 2011 - April 2012
Touchpay Holdings LP March 2008 - February 2011
Fidelity Investments June 2007 - December 2007
Office of Information Technology, UTA January 2007 - June 2007
Digital Global Informatics, Ltd. January 2005 - July 2005
Skills
Eclipse, JavaScript, XML, MySQL, Java, C#, PHP, SQL, Linux, Perl, Subversion, AJAX, Unix, JUnit, SOAP, Intellij IDEA, J2EE, Apache Camel, Tomcat, XPath, JDBC, Servlets, DOM, Mac OS X, XHTML, SAX, Windows 7, JSP, HTML, CSS, SQL Server, Hibernate, Oracle, Flex, ActionScript, jquery, Gradle, Maven, ANT, ASP.NET, Microsoft SQL Server, IntelliJ IDEA, Java Enterprise Edition, jQuery, OS X
Education
The University of Texas at Arlington 2006 — 2008
Master of Science, Computer Science & Engineering
University of Pune 2001 — 2005
Bachelor of Engineering, Information Technology
GREMS 1999 — 2001
High School, Science
Fertilizer Nagar School 1987 — 1999
RetailMeNot, Inc. July 2015 - Present
eBay Inc February 2015 - July 2015
eBay Inc September 2013 - February 2015
Sabre Airline Solutions April 2012 - September 2013
Champion Auto Group May 2007 - August 2012
Overstock.com February 2011 - April 2012
Touchpay Holdings LP March 2008 - February 2011
Fidelity Investments June 2007 - December 2007
Office of Information Technology, UTA January 2007 - June 2007
Digital Global Informatics, Ltd. January 2005 - July 2005
Skills
Eclipse, JavaScript, XML, MySQL, Java, C#, PHP, SQL, Linux, Perl, Subversion, AJAX, Unix, JUnit, SOAP, Intellij IDEA, J2EE, Apache Camel, Tomcat, XPath, JDBC, Servlets, DOM, Mac OS X, XHTML, SAX, Windows 7, JSP, HTML, CSS, SQL Server, Hibernate, Oracle, Flex, ActionScript, jquery, Gradle, Maven, ANT, ASP.NET, Microsoft SQL Server, IntelliJ IDEA, Java Enterprise Edition, jQuery, OS X
Education
The University of Texas at Arlington 2006 — 2008
Master of Science, Computer Science & Engineering
University of Pune 2001 — 2005
Bachelor of Engineering, Information Technology
GREMS 1999 — 2001
High School, Science
Fertilizer Nagar School 1987 — 1999
Dan Cowan's Fidelity Investments Experience March 2005 - September 2005
Job Certified Lean Six Sigma Black Belt
Industry Management Consulting
Experience
Ricoh Americas Corporation October 2014 - Present
Operations, Production or Logistics Management October 2013 - October 2014
OMG,LLC - Onsite Management Group April 2012 - October 2013
Sourcelink, Ohio June 2011 - April 2012
Sourcelink, Ohio October 2010 - June 2011
SourceLink July 2010 - October 2010
Independent Print and Mail Professional April 2010 - July 2010
Western & Southern Financial Group October 2005 - April 2010
Fidelity Investments March 2005 - September 2005
National City March 2004 - March 2005
Skills
Vendor Management, Process Improvement, Management, Project Management, Direct Mail, Budgets, Customer Satisfaction, Operations Management, Training, Six Sigma, Analysis, New Business Development, Sales, Recruiting, Performance Management, Program Management, Leadership, Logistics, Account Management, Strategic Planning, Team Leadership, Customer Service, Human Resources, Outsourcing, Contract Negotiation, CRM, Team Building, Integration, Change Management, Cross-functional Team..., Business Process..., Print Production..., Business Planning, Inventory Management, Microsoft Office, Employee Relations, Lean Six Sigma Black..., Negotiation, Business Analysis
Education
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts, History
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts (B.A.)
Ricoh Americas Corporation October 2014 - Present
Operations, Production or Logistics Management October 2013 - October 2014
OMG,LLC - Onsite Management Group April 2012 - October 2013
Sourcelink, Ohio June 2011 - April 2012
Sourcelink, Ohio October 2010 - June 2011
SourceLink July 2010 - October 2010
Independent Print and Mail Professional April 2010 - July 2010
Western & Southern Financial Group October 2005 - April 2010
Fidelity Investments March 2005 - September 2005
National City March 2004 - March 2005
Skills
Vendor Management, Process Improvement, Management, Project Management, Direct Mail, Budgets, Customer Satisfaction, Operations Management, Training, Six Sigma, Analysis, New Business Development, Sales, Recruiting, Performance Management, Program Management, Leadership, Logistics, Account Management, Strategic Planning, Team Leadership, Customer Service, Human Resources, Outsourcing, Contract Negotiation, CRM, Team Building, Integration, Change Management, Cross-functional Team..., Business Process..., Print Production..., Business Planning, Inventory Management, Microsoft Office, Employee Relations, Lean Six Sigma Black..., Negotiation, Business Analysis
Education
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts, History
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts (B.A.)
Daniel Swain Daniel Swain's Fidelity Investments Experience July 2015 - Present
Job Financial associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
University of New Mexico December 2013 - July 2015
University of New Mexico August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Data Analysis, Higher Education
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Bachelor's Degree, Operations Management, Organizational Leadership Management
Fidelity Investments July 2015 - Present
University of New Mexico December 2013 - July 2015
University of New Mexico August 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, English, Data Analysis, Higher Education
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Bachelor's Degree, Operations Management, Organizational Leadership Management
A.G. Stockstill A.G. Stockstill's Fidelity Investments Experience September 1998 - August 2006
Job AVP Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
Fidelity Investments September 1998 - August 2006
US Army November 1987 - September 1997
Skills
Financial Modeling, Corporate Finance, Microsoft SQL Server, Microsoft Excel, Financial Forecasting, Visio, Financial Analysis, Finance, VBA, Analysis, Customer Service, Financial Services, Portfolio Management, Risk Management, Business Analysis, Credit, Process Improvement, Management, Mortgage Lending, Banking
Education
The University of Texas at Arlington 1985 — 1987
BBA, Economics
Weatherford College 1983 — 1985
Associate of Arts (A.A.), General Studies
Bank of America September 2006 - Present
Fidelity Investments September 1998 - August 2006
US Army November 1987 - September 1997
Skills
Financial Modeling, Corporate Finance, Microsoft SQL Server, Microsoft Excel, Financial Forecasting, Visio, Financial Analysis, Finance, VBA, Analysis, Customer Service, Financial Services, Portfolio Management, Risk Management, Business Analysis, Credit, Process Improvement, Management, Mortgage Lending, Banking
Education
The University of Texas at Arlington 1985 — 1987
BBA, Economics
Weatherford College 1983 — 1985
Associate of Arts (A.A.), General Studies
Andrea DeSimone Andrea DeSimone's Fidelity Investments Experience July 2011 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
JP Morgan Chase February 2010 - September 2011
J. P. Morgan Chase September 2008 - February 2010
Washington Mutual Bank June 2003 - September 2008
BancTec Systems, Inc. 1997 - 2001
Skills
SDLC, Business Analysis, Software Development, Quality Assurance, Process Improvement, Vendor Management, Project Management, Software Project..., Leadership, Business Requirements, Agile Methodologies, Project Portfolio..., PMO, Business Process, Project Delivery, Agile Project Management, Software Documentation, Integration, IT Strategy, Systems Analysis, Requirements Analysis, Visio, Requirements Gathering
Education
The University of Texas at Arlington
BBA, Marketing & Management
Fidelity Investments July 2011 - Present
JP Morgan Chase February 2010 - September 2011
J. P. Morgan Chase September 2008 - February 2010
Washington Mutual Bank June 2003 - September 2008
BancTec Systems, Inc. 1997 - 2001
Skills
SDLC, Business Analysis, Software Development, Quality Assurance, Process Improvement, Vendor Management, Project Management, Software Project..., Leadership, Business Requirements, Agile Methodologies, Project Portfolio..., PMO, Business Process, Project Delivery, Agile Project Management, Software Documentation, Integration, IT Strategy, Systems Analysis, Requirements Analysis, Visio, Requirements Gathering
Education
The University of Texas at Arlington
BBA, Marketing & Management
Dayle Scheinman, AIF® Dayle Scheinman, AIF®'s Fidelity Investments Experience August 2004 - February 2009
Job Retirement Plan Consultant | Helping companies effectively & effeciently manage their corporate retirement plans.
Industry Financial Services
Experience
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
LPL Financial July 2012 - Present
Investacorp, Inc. March 2009 - June 2012
Fidelity Investments August 2004 - February 2009
AXA Advisors April 2003 - August 2004
Mutual of Omaha May 2002 - April 2003
Skills
Pension Funds, Consulting, ERISA, 401k, Retirement, Employee Benefits, Pensions, Mutual Funds, Retirement Planning, Asset Allocation, Retirement Plan..., Defined Contribution, Defined Benefit, Profit Sharing, Fiduciary Services, ERISA 3(38) Investment..., ERISA 3(21) Fiduciary, Fiduciary, RFP experience, Investment Policy..., Corporate Governance, Advice, Executive Pay, Series 7, Series 65, Series 63, Investments, FINRA, Uniform Combined State..., Portfolio Management, Securities, Wealth Management, IRAs, Series 6, Separately Managed..., ETFs, Qualified Retirement..., Investment Advisory
Education
The University of Texas at Arlington
Donald Waddell Donald Waddell's Fidelity Investments Experience February 2002 - May 2003
Job Clerical Assistant at Robert Half International
Industry Accounting
Experience
Robert Half International December 2001 - Present
Hanson Building Products May 2008 - December 2009
Syline UTLD October 2007 - April 2008
Hanson Building Products July 2007 - October 2007
Site Concrete January 2004 - September 2006
Fidelity Investments February 2002 - May 2003
Aegis Communications Group December 1993 - September 2001
Babich Temporary and Technical Services May 1992 - December 1993
Atmos Energy July 1990 - April 1992
Education
The University of Texas at Arlington
Bachelor of Arts
Robert Half International December 2001 - Present
Hanson Building Products May 2008 - December 2009
Syline UTLD October 2007 - April 2008
Hanson Building Products July 2007 - October 2007
Site Concrete January 2004 - September 2006
Fidelity Investments February 2002 - May 2003
Aegis Communications Group December 1993 - September 2001
Babich Temporary and Technical Services May 1992 - December 1993
Atmos Energy July 1990 - April 1992
Education
The University of Texas at Arlington
Bachelor of Arts
Joseph Sheppard Joseph Sheppard's Fidelity Investments Experience May 2011 - January 2013
Job Financial Advisor
Industry Financial Services
Experience
BNSF Railway May 2013 - Present
HD Vest Financial Services June 2014 - May 2015
Fidelity Investments May 2011 - January 2013
Fidelity investments May 2011 - April 2012
Northwestern Mutual June 2010 - May 2011
Northwestern Mutual May 2010 - August 2010
Universal Ensco August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Retirement Planning, PowerPoint, Customer Service, Series 7, Sales, Risk Management, Financial Analysis, Series 63, Investments, Analysis, Insurance, Mutual Funds
Education
The University of Texas at Arlington 2003 — 2008
Bachelors Of Science, Economics with Business Administration Minor
BNSF Railway May 2013 - Present
HD Vest Financial Services June 2014 - May 2015
Fidelity Investments May 2011 - January 2013
Fidelity investments May 2011 - April 2012
Northwestern Mutual June 2010 - May 2011
Northwestern Mutual May 2010 - August 2010
Universal Ensco August 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Retirement Planning, PowerPoint, Customer Service, Series 7, Sales, Risk Management, Financial Analysis, Series 63, Investments, Analysis, Insurance, Mutual Funds
Education
The University of Texas at Arlington 2003 — 2008
Bachelors Of Science, Economics with Business Administration Minor
David Ray David Ray's Fidelity Investments Experience January 1987 - June 2005
Job Managing Director, Head of Institutional Retirement Plan Sales at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2010 - Present
Diversified Investment Advisors June 2005 - January 2010
Fidelity Investments January 1987 - June 2005
Skills
Series 7, Non-profits, 401k, Retirement, Series 63, Workshop Facilitation, Defined Benefit, Retirement Planning, Mutual Funds
Education
The University of Texas at Arlington 1982 — 1986
BBA, Finance
TIAA-CREF January 2010 - Present
Diversified Investment Advisors June 2005 - January 2010
Fidelity Investments January 1987 - June 2005
Skills
Series 7, Non-profits, 401k, Retirement, Series 63, Workshop Facilitation, Defined Benefit, Retirement Planning, Mutual Funds
Education
The University of Texas at Arlington 1982 — 1986
BBA, Finance
Aalapr Shah Aalapr Shah's Fidelity Investments Experience January 2010 - Present
Job Brokerage Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments May 2006 - December 2009
Fidelity Investments June 2005 - April 2006
Skills
SDLC, Agile Methodologies, Business Intelligence, SQL, Project Management, SSIS, Web Applications, Data Warehousing, Web Services
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MBA, Cohort MBA
The University of Texas at Arlington 2003 — 2005
MS, Computer Science
C. U. Shah College of Engineering & Technology 1999 — 2003
BE, Computer Science
Fidelity Investments January 2010 - Present
Fidelity Investments May 2006 - December 2009
Fidelity Investments June 2005 - April 2006
Skills
SDLC, Agile Methodologies, Business Intelligence, SQL, Project Management, SSIS, Web Applications, Data Warehousing, Web Services
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MBA, Cohort MBA
The University of Texas at Arlington 2003 — 2005
MS, Computer Science
C. U. Shah College of Engineering & Technology 1999 — 2003
BE, Computer Science
Joanne Cohen PMP Joanne Cohen PMP's Fidelity Investments Experience October 2001 - December 2008
Job Experienced Project Manager w/ Business Background.Skilled at Business Process Design & Creative Problem Solving.
Industry Information Technology and Services
Experience
Castle Rock, Co. August 2012 - Present
TJX Corporation October 2009 - August 2010
Fidelity Investments October 2001 - December 2008
Medisense Products/Abbott Laboratories January 2001 - September 2001
The Revere Group January 1999 - December 2000
Arch Wireless, Inc. September 1995 - December 1998
The Beeper Company 1995 - 1996
Skills
Oracle Applications, MS Project, Quickbooks Pro Advisor, Microsoft Office, Visio, Software Documentation, Quality Assurance, Testing, Oracle, Agile Methodologies, Training, Requirements Gathering, QuickBooks, Analysis, CRM, Project Management, Change Management, ITIL
Education
The University of Texas at Arlington 1993 — 1996
MSA, Accounting
Castle Rock, Co. August 2012 - Present
TJX Corporation October 2009 - August 2010
Fidelity Investments October 2001 - December 2008
Medisense Products/Abbott Laboratories January 2001 - September 2001
The Revere Group January 1999 - December 2000
Arch Wireless, Inc. September 1995 - December 1998
The Beeper Company 1995 - 1996
Skills
Oracle Applications, MS Project, Quickbooks Pro Advisor, Microsoft Office, Visio, Software Documentation, Quality Assurance, Testing, Oracle, Agile Methodologies, Training, Requirements Gathering, QuickBooks, Analysis, CRM, Project Management, Change Management, ITIL
Education
The University of Texas at Arlington 1993 — 1996
MSA, Accounting
Katherine Heins MBA Katherine Heins MBA's Fidelity Investments Experience 2006 - 2008
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs January 2010 - December 2014
Goldman Sachs January 2008 - December 2009
Fidelity Investments 2006 - 2008
Skills
Fixed Income, Financial Modeling, Project Management, Risk Management, Bloomberg, Series 7, Process Improvement, Equities, Hedge Funds, MBA, Series 65, Series 63, Strategic Planning, Client Facing Skills, Investment Management, Merchant Banking, College Recruiting, Operational Risk..., Risk Assessment, Risk Analysis, Scenario Analysis, Asset Management
Education
Westminster College 2008 — 2010
Master of Business Administration (MBA), 3.98
The University of Queensland 2003 — 2003
Business/Managerial Economics
University of California, Santa Barbara
Bachelor of Arts (BA), Economics and Accounting
Goldman Sachs January 2015 - Present
Goldman Sachs January 2010 - December 2014
Goldman Sachs January 2008 - December 2009
Fidelity Investments 2006 - 2008
Skills
Fixed Income, Financial Modeling, Project Management, Risk Management, Bloomberg, Series 7, Process Improvement, Equities, Hedge Funds, MBA, Series 65, Series 63, Strategic Planning, Client Facing Skills, Investment Management, Merchant Banking, College Recruiting, Operational Risk..., Risk Assessment, Risk Analysis, Scenario Analysis, Asset Management
Education
Westminster College 2008 — 2010
Master of Business Administration (MBA), 3.98
The University of Queensland 2003 — 2003
Business/Managerial Economics
University of California, Santa Barbara
Bachelor of Arts (BA), Economics and Accounting
Lisa Quach's Fidelity Investments Experience July 2013 - December 2013
Job
Industry Financial Services
Experience
Fidelity Investments July 2013 - December 2013
Del Norte Credit Union January 2010 - July 2011
Waddell & Reed April 2009 - January 2010
New Mexico Educators Federal Credit Union September 2006 - August 2009
Bank of America December 2003 - December 2004
Skills
CRM, Agile & Waterfall..., Google Analytics, UAT Coordination, Black Box Testing, Quality Center, Functional Testing, End-to-end Testing, Manual Testing, Rational Team Concert, SQL, Regression Testing, Testing, Visio, Teamwork, Finance, PowerPoint, Exploratory Testing, Microsoft Word, Research, Visual C#, Visual Studio, Microsoft SQL Server, Case Analysis, SDLC, Use Case Analysis, UML Tools, Website Development, Use Case Diagrams, Windows Phone, Mobile Phone Apps, Expression Web, Data Mining, Data Analysis, Customer Service, Microsoft Excel, Leadership, Banking, Gamification, Continuous Process..., Collaborative Problem..., Team Building, Rational, HP Quality Center, Rational Quality Manager, Microsoft Office, IBM Ration, Mobile Testing, Smoke Testing, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
University of Aberdeen 2012 — 2012
Fidelity Investments July 2013 - December 2013
Del Norte Credit Union January 2010 - July 2011
Waddell & Reed April 2009 - January 2010
New Mexico Educators Federal Credit Union September 2006 - August 2009
Bank of America December 2003 - December 2004
Skills
CRM, Agile & Waterfall..., Google Analytics, UAT Coordination, Black Box Testing, Quality Center, Functional Testing, End-to-end Testing, Manual Testing, Rational Team Concert, SQL, Regression Testing, Testing, Visio, Teamwork, Finance, PowerPoint, Exploratory Testing, Microsoft Word, Research, Visual C#, Visual Studio, Microsoft SQL Server, Case Analysis, SDLC, Use Case Analysis, UML Tools, Website Development, Use Case Diagrams, Windows Phone, Mobile Phone Apps, Expression Web, Data Mining, Data Analysis, Customer Service, Microsoft Excel, Leadership, Banking, Gamification, Continuous Process..., Collaborative Problem..., Team Building, Rational, HP Quality Center, Rational Quality Manager, Microsoft Office, IBM Ration, Mobile Testing, Smoke Testing, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
University of Aberdeen 2012 — 2012
Ayesha Neff Ayesha Neff's Fidelity Investments Experience January 2012 - January 2013
Job Financial Analyst Allgoods.LLC
Industry Sporting Goods
Experience
allgoods, LLC October 2013 - Present
DiMare Fresh, Inc. April 2013 - October 2013
Texas Land and Cattle August 2012 - February 2013
Fidelity Investments January 2012 - January 2013
Robert Half Finance & Accounting November 2010 - May 2011
Domino's Pizza September 1989 - January 2011
Skills
PowerPoint, Excel, Operations Management, Financial Analysis, Accounting, Microsoft Word, Outlook, Budgets, Customer Service, Microsoft Office, Inventory Management, Financial Reporting, Leadership, Analysis, Data Analysis, Process Improvement, Time Management, Management, Microsoft Excel
Education
The University of Texas at Arlington 2006 — 2011
BBA, Finance
allgoods, LLC October 2013 - Present
DiMare Fresh, Inc. April 2013 - October 2013
Texas Land and Cattle August 2012 - February 2013
Fidelity Investments January 2012 - January 2013
Robert Half Finance & Accounting November 2010 - May 2011
Domino's Pizza September 1989 - January 2011
Skills
PowerPoint, Excel, Operations Management, Financial Analysis, Accounting, Microsoft Word, Outlook, Budgets, Customer Service, Microsoft Office, Inventory Management, Financial Reporting, Leadership, Analysis, Data Analysis, Process Improvement, Time Management, Management, Microsoft Excel
Education
The University of Texas at Arlington 2006 — 2011
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
Colleen Windham, MBA Colleen Windham, MBA's Fidelity Investments Experience June 2012 - September 2012
Job Staff Auditor at Pulakos CPAs PC
Industry Accounting
Experience
University of New Mexico August 2013 - May 2015
Heads Up Landscape Contractors May 2013 - August 2013
Fidelity Investments June 2012 - September 2012
Sandia National Laboratories May 2011 - August 2011
State Farm April 2009 - May 2009
Skills
Critical Thinking, Accounting, Microsoft Excel, Highly Organized &..., PowerPoint, Peachtree Accounting..., Visio, Multi Tasking, Microsoft Word, Building Relationships, Peachtree, Budgets, Management, Analysis, General Ledger, Auditing
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2013
Bachelor's of Business Administration, Concentration: Accounting, Minor: Spanish
University of New Mexico August 2013 - May 2015
Heads Up Landscape Contractors May 2013 - August 2013
Fidelity Investments June 2012 - September 2012
Sandia National Laboratories May 2011 - August 2011
State Farm April 2009 - May 2009
Skills
Critical Thinking, Accounting, Microsoft Excel, Highly Organized &..., PowerPoint, Peachtree Accounting..., Visio, Multi Tasking, Microsoft Word, Building Relationships, Peachtree, Budgets, Management, Analysis, General Ledger, Auditing
Education
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2013
Bachelor's of Business Administration, Concentration: Accounting, Minor: Spanish
Michael Womack Michael Womack's Fidelity Investments Experience April 1995 - October 2007
Job Sr. Director Global Infrastructure & Engineering at Levi Strauss & Co.
Industry Retail
Experience
Levi Strauss & Co. August 2010 - Present
First Data Corporation October 2007 - March 2010
Fidelity Investments April 1995 - October 2007
Texas Instruments June 1991 - April 1995
Skills
Data Center, Storage, Virtualization, Networking, Data Transformation, Vendor Management, Disaster Recovery, ITIL, IT Strategy, IT Service Management, IT Operations, Process Improvement, Infrastructure, Servers, Enterprise Software, Unix, High Availability, Databases, Cloud Computing, Enterprise Architecture, Security, IT Management, Management, Integration, SAN, VMware, Storage Area Networks
Education
University of Southern Mississippi 1986 — 1991
Computer Engineering Technology, Information Technology
UC Berkeley
Levi Strauss & Co. August 2010 - Present
First Data Corporation October 2007 - March 2010
Fidelity Investments April 1995 - October 2007
Texas Instruments June 1991 - April 1995
Skills
Data Center, Storage, Virtualization, Networking, Data Transformation, Vendor Management, Disaster Recovery, ITIL, IT Strategy, IT Service Management, IT Operations, Process Improvement, Infrastructure, Servers, Enterprise Software, Unix, High Availability, Databases, Cloud Computing, Enterprise Architecture, Security, IT Management, Management, Integration, SAN, VMware, Storage Area Networks
Education
University of Southern Mississippi 1986 — 1991
Computer Engineering Technology, Information Technology
UC Berkeley
Bobby Williams, MBCP, MBCI's Fidelity Investments Experience March 2013 - Present
Job Director, IT Continuity and Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
DRI International August 2012 - Present
National Fire Protection Association July 2013 - Present
Disaster Recovery Journal March 2012 - March 2014
Emdeon February 2010 - March 2013
Association of Contingency Planners, Middle Tennessee Chapter December 2011 - February 2013
EHNAC June 2009 - February 2013
Emdeon November 2007 - February 2010
Emdeon Business Services June 2007 - November 2007
Zycron May 2005 - June 2007
Skills
Business Continuity, Disaster Recovery, Risk Analysis, Enterprise Resiliency, LDRPS, Mentoring, Cross-functional Team..., Crisis Management, Operational Control, Thought Leadership, Program Management, IT Systems Design, Resiliency, Risk Management, Data Center, System Administration, Business Continuity..., Risk Assessment, Strategy, Security, Incident Management, Information Security, Information Technology, Troubleshooting, Vendor Management, IT Management, Infrastructure, Governance, Networking, Team Leadership, Information Security..., IT Strategy, System Design, Emergency Management
Education
The University of Tennessee at Chattanooga 1989 — 1992
BSEE, Controls and Instrumentation
Fidelity Investments March 2013 - Present
DRI International August 2012 - Present
National Fire Protection Association July 2013 - Present
Disaster Recovery Journal March 2012 - March 2014
Emdeon February 2010 - March 2013
Association of Contingency Planners, Middle Tennessee Chapter December 2011 - February 2013
EHNAC June 2009 - February 2013
Emdeon November 2007 - February 2010
Emdeon Business Services June 2007 - November 2007
Zycron May 2005 - June 2007
Skills
Business Continuity, Disaster Recovery, Risk Analysis, Enterprise Resiliency, LDRPS, Mentoring, Cross-functional Team..., Crisis Management, Operational Control, Thought Leadership, Program Management, IT Systems Design, Resiliency, Risk Management, Data Center, System Administration, Business Continuity..., Risk Assessment, Strategy, Security, Incident Management, Information Security, Information Technology, Troubleshooting, Vendor Management, IT Management, Infrastructure, Governance, Networking, Team Leadership, Information Security..., IT Strategy, System Design, Emergency Management
Education
The University of Tennessee at Chattanooga 1989 — 1992
BSEE, Controls and Instrumentation
Misty Joiner-Johnson Misty Joiner-Johnson's Fidelity Investments Experience August 2011 - Present
Job Experienced Business Consultant
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Veritude a Fidelity Investments Company April 2011 - August 2011
AT&T January 2009 - June 2010
Fidelity Investments October 2005 - November 2008
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1996 - January 2000
Target 1986 - 1996
Education
The University of Texas at Arlington 1989 — 1995
B.A, Business Administration - Finance
Fidelity Investments August 2011 - Present
Veritude a Fidelity Investments Company April 2011 - August 2011
AT&T January 2009 - June 2010
Fidelity Investments October 2005 - November 2008
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1996 - January 2000
Target 1986 - 1996
Education
The University of Texas at Arlington 1989 — 1995
B.A, Business Administration - Finance
Thomas Richardson Thomas Richardson's Fidelity Investments Experience December 2012 - February 2014
Job Software Engineer Specializing in Node.JS
Industry Information Technology and Services
Experience
Ristken Software Services April 2015 - Present
Lasuna, LLC January 2015 - Present
Stifel Financial Corp. August 2014 - May 2015
Credit Protection Association February 2014 - August 2014
Fidelity Investments December 2012 - February 2014
United States Air Force February 2001 - May 2004
Skills
Node.js, JavaScript, AngularJS, MongoDB, ionic, Redis, Cordova, Hapi.Js, PHP, SQL, Nginx, MVC, T-SQL, Business Intelligence, SSRS, Databases, T-SQL Stored Procedures, Stored Procedures, Business Intelligence..., VBA, Microsoft Excel, Requirements Gathering, InvestOne, Access, Perl, HTML, Business Economics, Scrum, Agile Methodologies, Project Management, C#, .NET, Business Analysis, Analysis, Visual Basic, Visio, Financial Analysis, XML
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science (B.S.), Economics
Ristken Software Services April 2015 - Present
Lasuna, LLC January 2015 - Present
Stifel Financial Corp. August 2014 - May 2015
Credit Protection Association February 2014 - August 2014
Fidelity Investments December 2012 - February 2014
United States Air Force February 2001 - May 2004
Skills
Node.js, JavaScript, AngularJS, MongoDB, ionic, Redis, Cordova, Hapi.Js, PHP, SQL, Nginx, MVC, T-SQL, Business Intelligence, SSRS, Databases, T-SQL Stored Procedures, Stored Procedures, Business Intelligence..., VBA, Microsoft Excel, Requirements Gathering, InvestOne, Access, Perl, HTML, Business Economics, Scrum, Agile Methodologies, Project Management, C#, .NET, Business Analysis, Analysis, Visual Basic, Visio, Financial Analysis, XML
Education
The University of Texas at Arlington 2011 — 2014
Bachelor of Science (B.S.), Economics
Nishit Desai, MBA Nishit Desai, MBA's Fidelity Investments Experience February 2015 - Present
Job Sr. Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Miraca Life Sciences August 2014 - January 2015
Springleaf Financial Services February 2014 - August 2014
TD Ameritrade June 2011 - February 2014
Subway May 2010 - June 2011
Tarrant County College April 2007 - July 2009
Skills
SQL, Access, Hyperion Reports, Financial Analysis, Risk Management, Leadership, Management, Microsoft Excel, Financial Services, SAP, PowerPoint, Outlook, Microsoft Project, Data Analysis, Securities, FINRA, Mutual Funds, Strategy, Microsoft Word, Software Documentation, SAS E-Miner, Microsoft Office, Bloomberg, Financial Modeling, VBA, Forecasting, MS Project, Salesforce.com, Budgets, Data Mining, Greenplum, Banking, Business Analysis, Operations Management, Project Management, Microsoft Visio, Portfolio Management, SEC, PeopleSoft, Asset Management, Market Analysis, Peachtree, QuickBooks, Time Management, Research, Organization, Capital Budgeting, Visio, Crystal Reports, PowerPivot
Education
The University of Texas at Arlington 2011 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, and Project Management, 3.4
The University of Texas at Arlington 2007 — 2010
Bachelor of Business Administration in Finance, Banking, Corporate, Finance, and Securities Law, 3.2
Fidelity Investments February 2015 - Present
Miraca Life Sciences August 2014 - January 2015
Springleaf Financial Services February 2014 - August 2014
TD Ameritrade June 2011 - February 2014
Subway May 2010 - June 2011
Tarrant County College April 2007 - July 2009
Skills
SQL, Access, Hyperion Reports, Financial Analysis, Risk Management, Leadership, Management, Microsoft Excel, Financial Services, SAP, PowerPoint, Outlook, Microsoft Project, Data Analysis, Securities, FINRA, Mutual Funds, Strategy, Microsoft Word, Software Documentation, SAS E-Miner, Microsoft Office, Bloomberg, Financial Modeling, VBA, Forecasting, MS Project, Salesforce.com, Budgets, Data Mining, Greenplum, Banking, Business Analysis, Operations Management, Project Management, Microsoft Visio, Portfolio Management, SEC, PeopleSoft, Asset Management, Market Analysis, Peachtree, QuickBooks, Time Management, Research, Organization, Capital Budgeting, Visio, Crystal Reports, PowerPivot
Education
The University of Texas at Arlington 2011 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, and Project Management, 3.4
The University of Texas at Arlington 2007 — 2010
Bachelor of Business Administration in Finance, Banking, Corporate, Finance, and Securities Law, 3.2
Blake Lemons Blake Lemons's Fidelity Investments Experience September 2015 - Present
Job Operations Associate at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments September 2015 - Present
AACA August 2011 - September 2015
Medi-Dyne Healthcare Products February 2013 - May 2013
Skills
Spanish, International Business, International Relations, Cultural Awareness, Financial Analysis, Foreign Languages, Travel Management, Microsoft Office, Customer Service, Microsoft Excel, Inventory Control, Fitness, Time Management, International Sales, Backpacking, Leadership, Interpersonal Skill, Microsoft Technologies, Outdoor Adventures, Travel, Project Management, Pressure Washing, Sports, Warehouse Management, Forklift Operator, World Religions, Animal Training, Animal Behavior, People Skills
Education
The University of Texas at Arlington 2013 — 2015
Bachelor of Business Administration (BBA), International Business and Spanish, GPA: 3.90
Universitat Autònoma de Barcelona 2014 — 2014
International Business (Study Abroad), International Business and Spanish
Fidelity Investments September 2015 - Present
AACA August 2011 - September 2015
Medi-Dyne Healthcare Products February 2013 - May 2013
Skills
Spanish, International Business, International Relations, Cultural Awareness, Financial Analysis, Foreign Languages, Travel Management, Microsoft Office, Customer Service, Microsoft Excel, Inventory Control, Fitness, Time Management, International Sales, Backpacking, Leadership, Interpersonal Skill, Microsoft Technologies, Outdoor Adventures, Travel, Project Management, Pressure Washing, Sports, Warehouse Management, Forklift Operator, World Religions, Animal Training, Animal Behavior, People Skills
Education
The University of Texas at Arlington 2013 — 2015
Bachelor of Business Administration (BBA), International Business and Spanish, GPA: 3.90
Universitat Autònoma de Barcelona 2014 — 2014
International Business (Study Abroad), International Business and Spanish
Belachew Haile-Mariam's Fidelity Investments Experience August 2015 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2015 - Present
The University of Texas at Arlington January 2015 - May 2015
Fidelity Investments June 2014 - August 2014
Ayoka Systems June 2013 - May 2014
Skills
Java, C#, C, C++, Python, SQL, MySQL, Agile Methodologies, Web Development, HTML, JavaScript, jQuery, Web Applications, Unix, Linux, Eclipse, .NET, Groovy, Electronics, Microchip PIC, Raspberry Pi, Arduino, Subversion
Education
The University of Texas at Arlington 2010 — 2015
Bachelor’s Degree, Computer Science Engineering
Sam Houston High School 2006 — 2010
High School
Fidelity Investments August 2015 - Present
The University of Texas at Arlington January 2015 - May 2015
Fidelity Investments June 2014 - August 2014
Ayoka Systems June 2013 - May 2014
Skills
Java, C#, C, C++, Python, SQL, MySQL, Agile Methodologies, Web Development, HTML, JavaScript, jQuery, Web Applications, Unix, Linux, Eclipse, .NET, Groovy, Electronics, Microchip PIC, Raspberry Pi, Arduino, Subversion
Education
The University of Texas at Arlington 2010 — 2015
Bachelor’s Degree, Computer Science Engineering
Sam Houston High School 2006 — 2010
High School
Vincent Lien Vincent Lien's Fidelity Investments Experience September 2015 - Present
Job Transaction Processor at Fidelity
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
The Bluefish Sushi April 2013 - September 2015
Chapps Cafe July 2009 - March 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Sales, Time Management, Management, Consolidation, Skilled Multi-tasker, Teamwork, Communication, Java, C++, Basic HTML, Problem Solving, Budgets
Education
The University of Texas at Arlington 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fidelity Investments September 2015 - Present
The Bluefish Sushi April 2013 - September 2015
Chapps Cafe July 2009 - March 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Sales, Time Management, Management, Consolidation, Skilled Multi-tasker, Teamwork, Communication, Java, C++, Basic HTML, Problem Solving, Budgets
Education
The University of Texas at Arlington 2009 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alyssa Volz Alyssa Volz's Fidelity Investments Experience September 2015 - Present
Job Transaction Processor at Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments September 2015 - Present
Olive Garden September 2012 - September 2015
Sonic Drive-In March 2011 - October 2012
Skills
Customer Service, Hospitality, Time Management
Education
The University of Texas at Arlington 2013 — 2015
Bachelor of Science (BS), Psychology
Navarro College 2012 — 2013
Associate's degree, General Studies
Wilmington Christian Academy
Fidelity Investments September 2015 - Present
Olive Garden September 2012 - September 2015
Sonic Drive-In March 2011 - October 2012
Skills
Customer Service, Hospitality, Time Management
Education
The University of Texas at Arlington 2013 — 2015
Bachelor of Science (BS), Psychology
Navarro College 2012 — 2013
Associate's degree, General Studies
Wilmington Christian Academy
Hena Hyder Hena Hyder's Fidelity Investments Experience April 2013 - Present
Job Senior Custody Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
Kim Nieckarz Kim Nieckarz's Fidelity Investments Experience January 2012 - September 2014
Job Sr.Recruiting Coordinator at Joseph Michaels International
Industry Staffing and Recruiting
Experience
Joseph Michaels International June 2015 - Present
Sabre Corporation September 2014 - June 2015
Fidelity Investments January 2012 - September 2014
Fidelity Investments October 2010 - December 2011
Retail Placement Solutions May 2007 - October 2008
Sabre Holdings July 1998 - November 2006
Skills
Recruiting, Interviews, Sourcing, Applicant Tracking..., Training, Human Resources, Temporary Placement, Screening, Resume Writing, Personnel Management, Time Management, Networking, Talent Acquisition, Onboarding, Customer Service, Management
Education
The University of Texas at Arlington
B.A., Psychology Minor: Sociology
Joseph Michaels International June 2015 - Present
Sabre Corporation September 2014 - June 2015
Fidelity Investments January 2012 - September 2014
Fidelity Investments October 2010 - December 2011
Retail Placement Solutions May 2007 - October 2008
Sabre Holdings July 1998 - November 2006
Skills
Recruiting, Interviews, Sourcing, Applicant Tracking..., Training, Human Resources, Temporary Placement, Screening, Resume Writing, Personnel Management, Time Management, Networking, Talent Acquisition, Onboarding, Customer Service, Management
Education
The University of Texas at Arlington
B.A., Psychology Minor: Sociology
David Kemp David Kemp's Fidelity Investments Experience 2013 - 2015
Job Vice President of Information Technology at Mortgage Specialists International
Industry Financial Services
Experience
Mortgage Specialists International August 2015 - Present
Fidelity Investments 2013 - 2015
Fidelity Investments 2012 - 2013
Fidelity Investments 2007 - 2012
First American Financial Corporation 2006 - 2007
FedEx Office 2002 - 2006
Blockbuster, inc 1998 - 2001
Skills
Software Development, Management, Agile Methodologies, Process Improvement, Strategy, PMO, SDLC, Vendor Management, IT Management, Information Technology, Team Management, Software Engineering, Disaster Recovery, Financial Services, Business Analysis, Oracle, Project Planning, Data Warehousing, Integration, Program Management, Software Project...
Education
University of North Texas
MBA, Administrative Management
University of Texas at Arlington
BBA, Systems Analysis
Mortgage Specialists International August 2015 - Present
Fidelity Investments 2013 - 2015
Fidelity Investments 2012 - 2013
Fidelity Investments 2007 - 2012
First American Financial Corporation 2006 - 2007
FedEx Office 2002 - 2006
Blockbuster, inc 1998 - 2001
Skills
Software Development, Management, Agile Methodologies, Process Improvement, Strategy, PMO, SDLC, Vendor Management, IT Management, Information Technology, Team Management, Software Engineering, Disaster Recovery, Financial Services, Business Analysis, Oracle, Project Planning, Data Warehousing, Integration, Program Management, Software Project...
Education
University of North Texas
MBA, Administrative Management
University of Texas at Arlington
BBA, Systems Analysis
Tony Patton's Fidelity Investments Experience April 2013 - August 2013
Job CRE Credit Analyst at Washington Federal
Industry Financial Services
Experience
Washington Federal September 2014 - Present
Red Robin May 2010 - September 2014
Fidelity Investments April 2013 - August 2013
Target May 2012 - September 2012
Dion's June 2007 - October 2009
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Event Planning, Customer Retention, Innovation, Creative Solutions, Team Leadership, Team Building, Public Speaking, Customer Satisfaction, Social Media Marketing, Marketing, Social Media Integration, Mobile Technology, Mobile Marketing, Teamwork, Public Relations, Entrepreneurship, Management, Editing, Sales, Strategic Planning, Training, Social Networking, Operations Management, Facebook, Leadership, Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Studies, 3.48 out of 4.0
Rio Rancho High School 2005 — 2008
High School Diploma w/ Honors, 3.8/4.0
Washington Federal September 2014 - Present
Red Robin May 2010 - September 2014
Fidelity Investments April 2013 - August 2013
Target May 2012 - September 2012
Dion's June 2007 - October 2009
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Event Planning, Customer Retention, Innovation, Creative Solutions, Team Leadership, Team Building, Public Speaking, Customer Satisfaction, Social Media Marketing, Marketing, Social Media Integration, Mobile Technology, Mobile Marketing, Teamwork, Public Relations, Entrepreneurship, Management, Editing, Sales, Strategic Planning, Training, Social Networking, Operations Management, Facebook, Leadership, Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Studies, 3.48 out of 4.0
Rio Rancho High School 2005 — 2008
High School Diploma w/ Honors, 3.8/4.0
Bianca Sauls Bianca Sauls's Fidelity Investments Experience April 2013 - May 2014
Job Governmental Accountant
Industry Financial Services
Experience
City of Balch Springs May 2014 - Present
Fidelity Investments April 2013 - May 2014
BBVA Compass July 2012 - April 2013
City of Arlington June 2011 - August 2011
News 8 Austin June 2010 - August 2010
Designer Shoe Warehouse June 2010 - July 2010
Vector Marketing June 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Economic Modeling, Photoshop, Oracle, Oracle Discoverer, Vertex, Adobe Acrobat, Stata, InDesign, Premiere, Communication, Statistical Modeling, Econometrics, Oracle BIEE
Education
The University of Texas at Arlington 2007 — 2012
Bachelor of Business Administration (B.B.A.), Economics, 3.67
The University of Texas at Arlington 2007 — 2011
Bachelor of Arts (BA), Broadcasting News, 3.68
City of Balch Springs May 2014 - Present
Fidelity Investments April 2013 - May 2014
BBVA Compass July 2012 - April 2013
City of Arlington June 2011 - August 2011
News 8 Austin June 2010 - August 2010
Designer Shoe Warehouse June 2010 - July 2010
Vector Marketing June 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Economic Modeling, Photoshop, Oracle, Oracle Discoverer, Vertex, Adobe Acrobat, Stata, InDesign, Premiere, Communication, Statistical Modeling, Econometrics, Oracle BIEE
Education
The University of Texas at Arlington 2007 — 2012
Bachelor of Business Administration (B.B.A.), Economics, 3.67
The University of Texas at Arlington 2007 — 2011
Bachelor of Arts (BA), Broadcasting News, 3.68
Tracey Mutz's Fidelity Investments Experience July 2012 - March 2013
Job Director; Project Manager; Marketing Manager
Industry Program Development
Experience
1st Money Center June 2014 - October 2014
Fidelity Investments July 2012 - March 2013
Verizon Telecommunications November 1995 - February 2011
Skills
Event Planning, Program Management, Project Management, Cross-functional Team..., Business Development, Marketing Strategy, Operations Management, Management, Telecommunications, Account Management, Training, Team Leadership, Project Planning, Leadership, Marketing, Product Management, Product Development, Team Building, Project Portfolio..., Event Management, Product Marketing, Vendor Management, Start-ups, Customer Service, Sales Operations, Marketing Communications, Analysis, Contract Negotiation
Education
The University of Texas at Arlington
BBA, Marketing Management
Southwest High School, Fort Worth, Texas
Rider High School, Wichita Falls, Texas
John F. Kennedy Memorial High School, Iselin, New Jersey
1st Money Center June 2014 - October 2014
Fidelity Investments July 2012 - March 2013
Verizon Telecommunications November 1995 - February 2011
Skills
Event Planning, Program Management, Project Management, Cross-functional Team..., Business Development, Marketing Strategy, Operations Management, Management, Telecommunications, Account Management, Training, Team Leadership, Project Planning, Leadership, Marketing, Product Management, Product Development, Team Building, Project Portfolio..., Event Management, Product Marketing, Vendor Management, Start-ups, Customer Service, Sales Operations, Marketing Communications, Analysis, Contract Negotiation
Education
The University of Texas at Arlington
BBA, Marketing Management
Southwest High School, Fort Worth, Texas
Rider High School, Wichita Falls, Texas
John F. Kennedy Memorial High School, Iselin, New Jersey
David Tarin David Tarin's Fidelity Investments Experience April 2011 - February 2013
Job project manager at C&C SERVICES
Industry Construction
Experience
C&C SERVICES March 2013 - Present
Fidelity Investments April 2011 - February 2013
Skills
Construction Management, Construction, Project Management, Contract Management, Project Planning, Project Estimation, Subcontracting, Contractors, Pre-construction, Change Orders, Program Management, Project Control, Project Coordination, Process Scheduler, Equity Options Trader, Stock Trading, Futures Trading
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
C&C SERVICES March 2013 - Present
Fidelity Investments April 2011 - February 2013
Skills
Construction Management, Construction, Project Management, Contract Management, Project Planning, Project Estimation, Subcontracting, Contractors, Pre-construction, Change Orders, Program Management, Project Control, Project Coordination, Process Scheduler, Equity Options Trader, Stock Trading, Futures Trading
Education
The University of New Mexico - Robert O. Anderson School of Management 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Cye Patton Cye Patton's Fidelity Investments Experience September 2012 - Present
Job Senior Command Center Manager at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments September 2012 - Present
Unum January 2011 - September 2012
Unum May 2009 - January 2011
Unum January 2008 - May 2009
Unum September 2004 - January 2008
Randstad October 2003 - September 2004
CIGNA Healthcare August 2000 - July 2003
Skills
Change Management, Organizational..., Data Collection, Six Sigma, Leadership, Project Planning, Statistics, Metrics, Process Improvement, Business Process..., Performance Management, Insurance, Requirements Analysis, Training, IT Management, Project Management, Business Analysis, ITIL, SDLC, Management, Vendor Management, Visio
Education
The University of Tennessee at Chattanooga 2007 — 2010
MBA, Business Administration
University of Tennessee-Knoxville 1996 — 2000
BA, Speech Communication
Fidelity Investments September 2012 - Present
Unum January 2011 - September 2012
Unum May 2009 - January 2011
Unum January 2008 - May 2009
Unum September 2004 - January 2008
Randstad October 2003 - September 2004
CIGNA Healthcare August 2000 - July 2003
Skills
Change Management, Organizational..., Data Collection, Six Sigma, Leadership, Project Planning, Statistics, Metrics, Process Improvement, Business Process..., Performance Management, Insurance, Requirements Analysis, Training, IT Management, Project Management, Business Analysis, ITIL, SDLC, Management, Vendor Management, Visio
Education
The University of Tennessee at Chattanooga 2007 — 2010
MBA, Business Administration
University of Tennessee-Knoxville 1996 — 2000
BA, Speech Communication
Michael Duruaku Michael Duruaku's Fidelity Investments Experience April 2012 - December 2012
Job Business Category Associate
Industry Consumer Goods
Experience
General Mills January 2015 - Present
General Mills February 2014 - December 2014
General Mills June 2013 - August 2013
Fidelity Investments April 2012 - December 2012
New Mexico Educators Federal Credit Union March 2012 - April 2012
Edward Jones October 2011 - January 2012
Wells Fargo July 2010 - October 2011
Skills
Financial Analysis, Sales, Outlook, Customer Service, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Accounting, Microsoft Office, Fundraising, Banking, Market Research, Public Speaking, Finance, Leadership Development, Investments, Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Financial and Marketing Management, 3.73
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 4.08 (Finance Course work)
General Mills January 2015 - Present
General Mills February 2014 - December 2014
General Mills June 2013 - August 2013
Fidelity Investments April 2012 - December 2012
New Mexico Educators Federal Credit Union March 2012 - April 2012
Edward Jones October 2011 - January 2012
Wells Fargo July 2010 - October 2011
Skills
Financial Analysis, Sales, Outlook, Customer Service, Microsoft Excel, PowerPoint, Access, Microsoft Word, Financial Accounting, Microsoft Office, Fundraising, Banking, Market Research, Public Speaking, Finance, Leadership Development, Investments, Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master of Business Administration (M.B.A.), Financial and Marketing Management, 3.73
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2011
Bachelor of Business Administration (B.B.A.), Financial Management, 4.08 (Finance Course work)
Jennifer Davis Jennifer Davis's Fidelity Investments Experience March 2012 - July 2012
Job Talent Acquisition Specialist at Fairway Independent Mortgage Corporation
Industry Banking
Experience
Fairway Independent Mortgage Corporation November 2014 - Present
Cobalt Mortgage August 2012 - November 2014
Fidelity Investments March 2012 - July 2012
MetLife Home Loans April 2011 - March 2012
JPMorgan Chase May 2008 - April 2011
InteliStaf Healthcare March 2000 - May 2008
Burnett's Staffing July 1999 - February 2000
Grand Prairie ISD August 1996 - May 1999
Skills
Strategic Sourcing, Building Relationships, Screening Resumes, Contract Negotiation, Trend Following, Competitive Intelligence, Relationship Management, Follow Through, Applicant Tracking..., Budgets, Banking, CRM, Business Development, Cold Calling, Contract Recruitment, Executive Search, Hiring, Human Resources, Leadership, Negotiation, Onboarding
Education
Merkel High School 1999 — 2002
Diploma
The University of Texas at Arlington 1994 — 1996
BA, English/Education
Fairway Independent Mortgage Corporation November 2014 - Present
Cobalt Mortgage August 2012 - November 2014
Fidelity Investments March 2012 - July 2012
MetLife Home Loans April 2011 - March 2012
JPMorgan Chase May 2008 - April 2011
InteliStaf Healthcare March 2000 - May 2008
Burnett's Staffing July 1999 - February 2000
Grand Prairie ISD August 1996 - May 1999
Skills
Strategic Sourcing, Building Relationships, Screening Resumes, Contract Negotiation, Trend Following, Competitive Intelligence, Relationship Management, Follow Through, Applicant Tracking..., Budgets, Banking, CRM, Business Development, Cold Calling, Contract Recruitment, Executive Search, Hiring, Human Resources, Leadership, Negotiation, Onboarding
Education
Merkel High School 1999 — 2002
Diploma
The University of Texas at Arlington 1994 — 1996
BA, English/Education
Phillip Buckner Phillip Buckner's Fidelity Investments Experience June 2004 - July 2009
Job RVP, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2009 - Present
Fidelity Investments June 2004 - July 2009
Fidelity Investments February 2000 - June 2004
Skills
Wealth Management, Series 7, Retirement, Series 63, 401k, Financial Services, Mutual Funds, Securities, Investments
Education
University of Southern Mississippi 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. July 2009 - Present
Fidelity Investments June 2004 - July 2009
Fidelity Investments February 2000 - June 2004
Skills
Wealth Management, Series 7, Retirement, Series 63, 401k, Financial Services, Mutual Funds, Securities, Investments
Education
University of Southern Mississippi 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Dub Nelson Dub Nelson's Fidelity Investments Experience 2008 - 2010
Job Vice President Eastern Region at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Roosters Men's Grooming Centers of Cincinnati and Dayton 2010 - Present
Western & Southern Financial Group May 2014 - April 2015
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2003
Fidelity Premium Services 2001 - 2002
Southwest Investor Centers January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity Investments January 1993 - January 1998
Skills
Sales Management, Operations Management, Risk Management, Compliance, Business Planning, People Management, Customer Relations, Management, Customer Service, Strategy, Product Management, Budgets, Contract Negotiation, Strategic Planning, Business Strategy, Start-ups, Product Development, Program Management, Vendor Management, Project Planning, Competitive Analysis, Marketing Strategy, Sales, Team Building, Change Management, Finance, Project Management, Team Leadership, Training, CRM, Marketing, Organizational..., Cross-functional Team...
Education
Securities Industry Institute, Wharton Business School 1999 — 2001
The University of Texas at Arlington 1980 — 1985
BBA, Marketing
E*TRADE Financial Corporation April 2015 - Present
Roosters Men's Grooming Centers of Cincinnati and Dayton 2010 - Present
Western & Southern Financial Group May 2014 - April 2015
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2003
Fidelity Premium Services 2001 - 2002
Southwest Investor Centers January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity Investments January 1993 - January 1998
Skills
Sales Management, Operations Management, Risk Management, Compliance, Business Planning, People Management, Customer Relations, Management, Customer Service, Strategy, Product Management, Budgets, Contract Negotiation, Strategic Planning, Business Strategy, Start-ups, Product Development, Program Management, Vendor Management, Project Planning, Competitive Analysis, Marketing Strategy, Sales, Team Building, Change Management, Finance, Project Management, Team Leadership, Training, CRM, Marketing, Organizational..., Cross-functional Team...
Education
Securities Industry Institute, Wharton Business School 1999 — 2001
The University of Texas at Arlington 1980 — 1985
BBA, Marketing
Chad Sebring Chad Sebring's Fidelity Investments Experience August 2005 - July 2007
Job Financial Analyst at First Centurion Group
Industry Financial Services
Experience
First Centurion Group March 2014 - Present
TIAA-CREF November 2007 - March 2014
Fidelity Investments August 2005 - July 2007
Skills
Financial Services, Finance, Investments, Retirement, Marketing, Financial Risk, Cross-functional Team..., Employee Benefits, Credit, Series 6, Series 7, Mutual Funds, Equities, Wealth Management, Business Analysis, Analytics, Fixed Income, Analysis, Series 63, Financial Planning, Corporate Finance, Financial Analysis
Education
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance, 3.5
First Centurion Group March 2014 - Present
TIAA-CREF November 2007 - March 2014
Fidelity Investments August 2005 - July 2007
Skills
Financial Services, Finance, Investments, Retirement, Marketing, Financial Risk, Cross-functional Team..., Employee Benefits, Credit, Series 6, Series 7, Mutual Funds, Equities, Wealth Management, Business Analysis, Analytics, Fixed Income, Analysis, Series 63, Financial Planning, Corporate Finance, Financial Analysis
Education
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance, 3.5
Judy Czarnecki, CPM, PMP, Ph.D.'s Fidelity Investments Experience August 2010 - Present
Job Sr. Instructional Designer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2010 - Present
Resonance Consulting Services February 2005 - Present
Health Dialog October 2008 - July 2009
Fidelity Investments March 2005 - October 2008
SkillSoft 2001 - 2005
TRA 2000 - 2001
Brand Software/VantageMed 1999 - 2000
Skills
Product Management, Project Management, Agile Methodologies, Gamification, Organizational..., Instructional Design, Leadership, Technical Writing, Blended Learning, Organizational..., Learning Management, Coaching
Education
The University of Southern Mississippi
Ph.D., Clinical Psychology
Fidelity Investments August 2010 - Present
Resonance Consulting Services February 2005 - Present
Health Dialog October 2008 - July 2009
Fidelity Investments March 2005 - October 2008
SkillSoft 2001 - 2005
TRA 2000 - 2001
Brand Software/VantageMed 1999 - 2000
Skills
Product Management, Project Management, Agile Methodologies, Gamification, Organizational..., Instructional Design, Leadership, Technical Writing, Blended Learning, Organizational..., Learning Management, Coaching
Education
The University of Southern Mississippi
Ph.D., Clinical Psychology
Paul Dorasil's Fidelity Investments Experience May 2007 - December 2007
Job Senior Quantitative Database Analyst at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide July 2015 - Present
Nationstar Mortgage November 2013 - July 2015
Ocwen Financial Corporation February 2013 - November 2013
Ally Financial Inc. May 2012 - February 2013
Thomson Reuters January 2012 - May 2012
Chegg December 2010 - March 2012
University of Florida August 2009 - August 2011
Smith Group Asset Management April 2008 - March 2009
Fidelity Investments May 2007 - December 2007
National Center for Policy Analysis May 2006 - August 2006
Skills
Visual Basic, FoxPro, Economics, Research, SAS, Microsoft Excel, Econometrics, Microsoft Office, Statistical Modeling, PowerPoint, Data Analysis, Microsoft Word, Strategy, Leadership, Analytics, Microsoft SQL Server, R, Stata
Education
University of Florida 2009 — 2011
MA, Economics
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Hilton Worldwide July 2015 - Present
Nationstar Mortgage November 2013 - July 2015
Ocwen Financial Corporation February 2013 - November 2013
Ally Financial Inc. May 2012 - February 2013
Thomson Reuters January 2012 - May 2012
Chegg December 2010 - March 2012
University of Florida August 2009 - August 2011
Smith Group Asset Management April 2008 - March 2009
Fidelity Investments May 2007 - December 2007
National Center for Policy Analysis May 2006 - August 2006
Skills
Visual Basic, FoxPro, Economics, Research, SAS, Microsoft Excel, Econometrics, Microsoft Office, Statistical Modeling, PowerPoint, Data Analysis, Microsoft Word, Strategy, Leadership, Analytics, Microsoft SQL Server, R, Stata
Education
University of Florida 2009 — 2011
MA, Economics
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Grady Anderson's Fidelity Investments Experience April 2013 - June 2014
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Heartland Payment Systems June 2014 - Present
Fidelity Investments April 2013 - June 2014
Aflac June 2008 - March 2013
Northrop Grumman IT January 2007 - June 2008
Passport America April 2004 - December 2005
Skills
ASP.NET, ASP, VB.NET, C#, Microsoft SQL Server, JavaScript, IIS, Web Applications, Windows, Databases, AJAX, .NET, Visual Studio, XML, ASP.NET MVC, SSIS, HTML, TFS, OOP, T-SQL, LINQ, Web Services, SOA, WCF, SQL, WPF
Education
University of Southern Mississippi 2004 — 2006
Bachelor of Science (B.S.), Computer Science
Heartland Payment Systems June 2014 - Present
Fidelity Investments April 2013 - June 2014
Aflac June 2008 - March 2013
Northrop Grumman IT January 2007 - June 2008
Passport America April 2004 - December 2005
Skills
ASP.NET, ASP, VB.NET, C#, Microsoft SQL Server, JavaScript, IIS, Web Applications, Windows, Databases, AJAX, .NET, Visual Studio, XML, ASP.NET MVC, SSIS, HTML, TFS, OOP, T-SQL, LINQ, Web Services, SOA, WCF, SQL, WPF
Education
University of Southern Mississippi 2004 — 2006
Bachelor of Science (B.S.), Computer Science
Arni Haras's Fidelity Investments Experience 2007 - Present
Job Director of Business Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Skills
Requirements Analysis, Accounting, Business Intelligence, Project Management, Business Analysis, Finance, PMP, Risk Management, Requirements Gathering, Process Improvement, Business Process..., Project Portfolio..., Software Project..., SDLC, Vendor Management, Program Management
Education
The University of Texas at Arlington
MBA;MS, Finance;Information Systems
Fidelity Investments 2007 - Present
Skills
Requirements Analysis, Accounting, Business Intelligence, Project Management, Business Analysis, Finance, PMP, Risk Management, Requirements Gathering, Process Improvement, Business Process..., Project Portfolio..., Software Project..., SDLC, Vendor Management, Program Management
Education
The University of Texas at Arlington
MBA;MS, Finance;Information Systems
Krisha Maclean's Fidelity Investments Experience October 2005 - May 2007
Job Staffing Specialist at Veritude
Industry Staffing and Recruiting
Experience
Veritude, A Fidelity Investments Company 2007 - Present
Triad Financial May 2007 - August 2007
Fidelity Investments October 2005 - May 2007
Education
The University of North Dakota 2001 — 2003
Bachelors, Human Resources
Veritude, A Fidelity Investments Company 2007 - Present
Triad Financial May 2007 - August 2007
Fidelity Investments October 2005 - May 2007
Education
The University of North Dakota 2001 — 2003
Bachelors, Human Resources
Mark Macomber's Fidelity Investments Experience 1999 - 2007
Job Founder/Managing Partner Streamline Partners
Industry Financial Services
Experience
Streamline Strategy and Distribution Partners April 2010 - Present
Streamline Ventures January 2015 - Present
USAA April 2007 - April 2010
Fidelity Investments 1999 - 2007
SunTrust Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Series 7, Product Management, Series 63, Wealth, Retirement, Portfolio Management, Securities, Asset Allocation, Financial Services, Risk Management, Asset Management, Management, Banking, Insurance, Strategy, Investment Advisory, Investment Management, Equities, Retirement Planning, Program Management, 401k, Strategic Financial..., Financial Advisory, Mergers & Acquisitions, Alternative Investments, Outsourcing, Executive Management, Investment Strategies
Education
The University of Tennessee at Chattanooga
BS, Finance - Economics
Streamline Strategy and Distribution Partners April 2010 - Present
Streamline Ventures January 2015 - Present
USAA April 2007 - April 2010
Fidelity Investments 1999 - 2007
SunTrust Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Series 7, Product Management, Series 63, Wealth, Retirement, Portfolio Management, Securities, Asset Allocation, Financial Services, Risk Management, Asset Management, Management, Banking, Insurance, Strategy, Investment Advisory, Investment Management, Equities, Retirement Planning, Program Management, 401k, Strategic Financial..., Financial Advisory, Mergers & Acquisitions, Alternative Investments, Outsourcing, Executive Management, Investment Strategies
Education
The University of Tennessee at Chattanooga
BS, Finance - Economics
Charley Michelle Willis, CEBS, PHR's Fidelity Investments Experience November 2011 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Presbyterian Healthcare Services November 2007 - November 2011
Cold Stone Creamery January 2002 - November 2007
Wells Fargo 1998 - 2000
Skills
Employee Relations, Onboarding, Employee Benefits, Defined Benefit, Process Improvement, Defined Contribution, 401k
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2006
MBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Entrep. Studies
Sandia Prep 1990 — 1997
High School Diploma, General Studies
Fidelity Investments November 2011 - Present
Presbyterian Healthcare Services November 2007 - November 2011
Cold Stone Creamery January 2002 - November 2007
Wells Fargo 1998 - 2000
Skills
Employee Relations, Onboarding, Employee Benefits, Defined Benefit, Process Improvement, Defined Contribution, 401k
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2006
MBA, Accounting
The University of New Mexico - Robert O. Anderson School of Management 1997 — 2001
BBA, Entrep. Studies
Sandia Prep 1990 — 1997
High School Diploma, General Studies
Bob Jansen's Fidelity Investments Experience April 1987 - October 1988
Job Assistant Vice President
Industry Financial Services
Experience
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
Jeff Balboni's Fidelity Investments Experience 2005 - February 2007
Job Data Lake / Big Data Senior Architect at IBM Financial Client
Industry Information Technology and Services
Experience
IBM April 2015 - Present
IBM Financial Client April 2015 - Present
New York Financial District November 2014 - May 2015
State Street Bank 2008 - November 2014
Fidelity Investments 2005 - February 2007
AlphaBits Consulting Group June 1997 - December 2005
Digital Equipment Corporation 1988 - 1997
Skills
Data Warehousing, Enterprise Architecture, Databases, Disaster Recovery, Cloud Computing, hadoop, Unix, Big Data, Oracle RAC, High Performance..., Replication, Data Mining, Data Governance, Oracle Enterprise..., IT Management, Data Migration, Data Analysis, Distributed Systems, Strategy, Oracle, Oracle Certified DBA, Private Cloud, Information Security, SOA, Oracle Grid, Business Intelligence, Enterprise Storage, IT Infrastructure Design, Exadata, Infrastructure..., Database Servers, Cloud Computing IaaS, Architectures, High Availability, Program Management, Data Architecture, Project Management, Solaris, Server Automation, Virtualization, Oracle ASM, Vendor Management, IT Strategy, Big Picture View, Solution Architecture, Performance Tuning, Data Modeling, Database Design, Leadership, Strategic Planning
Education
Worcester Polytechnic Institute 1981 — 1984
Computer Science
University of Southern Mississippi 1976 — 1980
Bachelor's degree, Computer Science
IBM April 2015 - Present
IBM Financial Client April 2015 - Present
New York Financial District November 2014 - May 2015
State Street Bank 2008 - November 2014
Fidelity Investments 2005 - February 2007
AlphaBits Consulting Group June 1997 - December 2005
Digital Equipment Corporation 1988 - 1997
Skills
Data Warehousing, Enterprise Architecture, Databases, Disaster Recovery, Cloud Computing, hadoop, Unix, Big Data, Oracle RAC, High Performance..., Replication, Data Mining, Data Governance, Oracle Enterprise..., IT Management, Data Migration, Data Analysis, Distributed Systems, Strategy, Oracle, Oracle Certified DBA, Private Cloud, Information Security, SOA, Oracle Grid, Business Intelligence, Enterprise Storage, IT Infrastructure Design, Exadata, Infrastructure..., Database Servers, Cloud Computing IaaS, Architectures, High Availability, Program Management, Data Architecture, Project Management, Solaris, Server Automation, Virtualization, Oracle ASM, Vendor Management, IT Strategy, Big Picture View, Solution Architecture, Performance Tuning, Data Modeling, Database Design, Leadership, Strategic Planning
Education
Worcester Polytechnic Institute 1981 — 1984
Computer Science
University of Southern Mississippi 1976 — 1980
Bachelor's degree, Computer Science
Lee Bowley's Fidelity Investments Experience Sr. QA EngineerFidelity Investments
Job QA Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Sr. QA EngineerFidelity Investments
PHCS November 2000 - January 2001
Pensacola Care, Inc. November 1996 - October 1998
Gulf Coast Treatment Center August 1994 - November 1996
United States Air Force January 1974 - September 1994
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1987 — 1991
BS, Psychology
Gulf Coast Community College 1986 — 1988
AS, Medical Technology
Community College of the United States Air Force 1974 — 1974
AS, Allied Health
Fidelity Investments Sr. QA EngineerFidelity Investments
PHCS November 2000 - January 2001
Pensacola Care, Inc. November 1996 - October 1998
Gulf Coast Treatment Center August 1994 - November 1996
United States Air Force January 1974 - September 1994
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1987 — 1991
BS, Psychology
Gulf Coast Community College 1986 — 1988
AS, Medical Technology
Community College of the United States Air Force 1974 — 1974
AS, Allied Health
Thomas A Bowdish's Fidelity Investments Experience December 1995 - June 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Bowdish Financial Planning June 2012 - Present
TIAA-CREFF August 2010 - November 2011
Bank of America & Banc of America Investments October 2008 - March 2009
Fidelity Investments December 1995 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments, Life Insurance, Wealth Management, Asset Protection, Mutual Funds, Presenting and..., Discretionary Money..., Annuities, Series 7, Series 63, Series 66, Fixed Annuities, Investment Advisory, Financial Services, Strategic Financial..., Finance, FINRA, Retirement, Insurance, Portfolio Management, Financial Advisory, Uniform Combined State..., Asset Allocation, 401k, Series 6, Wealth Management..., Leadership, Wealth, Securities, Investment Strategies, Analysis, IRAs, Investment Management, Management, Sales, Financial Planning
Education
College of Financial Planning 2004 — 2005
CERTIFIED FINANCIAL PLANNER™, Retirement Planning, Investments, Insurance, Tax Planning, Tax Efficient Wealth Transfer
University of North Texas 1978 — 1979
M.Ed., Public School Administration
The University of Texas at Arlington 1972 — 1976
BA, Health & Physical Education
Irving High School 1968 — 1972
Diploma, General Studies
Bowdish Financial Planning June 2012 - Present
TIAA-CREFF August 2010 - November 2011
Bank of America & Banc of America Investments October 2008 - March 2009
Fidelity Investments December 1995 - June 2008
Skills
Certified Financial..., Retirement Planning, Investments, Life Insurance, Wealth Management, Asset Protection, Mutual Funds, Presenting and..., Discretionary Money..., Annuities, Series 7, Series 63, Series 66, Fixed Annuities, Investment Advisory, Financial Services, Strategic Financial..., Finance, FINRA, Retirement, Insurance, Portfolio Management, Financial Advisory, Uniform Combined State..., Asset Allocation, 401k, Series 6, Wealth Management..., Leadership, Wealth, Securities, Investment Strategies, Analysis, IRAs, Investment Management, Management, Sales, Financial Planning
Education
College of Financial Planning 2004 — 2005
CERTIFIED FINANCIAL PLANNER™, Retirement Planning, Investments, Insurance, Tax Planning, Tax Efficient Wealth Transfer
University of North Texas 1978 — 1979
M.Ed., Public School Administration
The University of Texas at Arlington 1972 — 1976
BA, Health & Physical Education
Irving High School 1968 — 1972
Diploma, General Studies
Janelle O'Haugherty's Fidelity Investments Experience May 2012 - Present
Job Public Relations Director at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments May 2012 - Present
Mary Kay, Inc. January 2009 - May 2012
Sabre Holdings May 2008 - December 2008
Vollmer Public Relations July 2001 - May 2008
Weber Shandwick May 2000 - July 2001
Fleishman-Hillard March 1999 - May 2000
Meltzer & Martin Public Relations June 1996 - March 1999
Zale Corporation November 1994 - June 1996
Larkin, Meeder & Schweidel April 1991 - October 1994
Skills
Media Relations, Corporate Communications, Internal Communications, Marketing Communications, Public Relations, Community Relations, Corporate Responsibility, Corporate Social..., Communications Planning, Integrated Marketing, Strategy, Leadership, Event Management, New Business Development
Education
The University of Texas at Arlington
B.A., Communication and German (with minor in Business Administration).
Fidelity Investments May 2012 - Present
Mary Kay, Inc. January 2009 - May 2012
Sabre Holdings May 2008 - December 2008
Vollmer Public Relations July 2001 - May 2008
Weber Shandwick May 2000 - July 2001
Fleishman-Hillard March 1999 - May 2000
Meltzer & Martin Public Relations June 1996 - March 1999
Zale Corporation November 1994 - June 1996
Larkin, Meeder & Schweidel April 1991 - October 1994
Skills
Media Relations, Corporate Communications, Internal Communications, Marketing Communications, Public Relations, Community Relations, Corporate Responsibility, Corporate Social..., Communications Planning, Integrated Marketing, Strategy, Leadership, Event Management, New Business Development
Education
The University of Texas at Arlington
B.A., Communication and German (with minor in Business Administration).
Nicholas Kontoh's Fidelity Investments Experience April 2012 - November 2013
Job Legal Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2013 - Present
Fidelity Investments April 2012 - November 2013
Fidelity Investments February 2011 - April 2012
Chase Bank February 2008 - February 2011
DCD Administrative Services, LLC August 2010 - December 2010
Woodforest National Bank July 2006 - February 2008
Skills
Proficient Typing Skills, Microsoft Office, 10 Key, Sunguard - Invest One, Bloomberg, AS400 system, GPWS, Wall Street Office, Sungard - Invest One
Education
The University of Texas at Arlington 2005 — 2010
seeking BBA, Accounting
Goldman Sachs November 2013 - Present
Fidelity Investments April 2012 - November 2013
Fidelity Investments February 2011 - April 2012
Chase Bank February 2008 - February 2011
DCD Administrative Services, LLC August 2010 - December 2010
Woodforest National Bank July 2006 - February 2008
Skills
Proficient Typing Skills, Microsoft Office, 10 Key, Sunguard - Invest One, Bloomberg, AS400 system, GPWS, Wall Street Office, Sungard - Invest One
Education
The University of Texas at Arlington 2005 — 2010
seeking BBA, Accounting
Brad Burt's Fidelity Investments Experience July 1993 - Present
Job End User Support Director
Industry Information Technology and Services
Experience
Fidelity Investments July 1993 - Present
Skills
Project Management, Requirements Analysis, Process Improvement, ITIL, Outsourcing, Business Analysis, Disaster Recovery, SQL, Incident Management, Program Management, IT Service Management
Education
The University of Texas at Arlington 1988 — 1993
BBA, Finance
Fidelity Investments July 1993 - Present
Skills
Project Management, Requirements Analysis, Process Improvement, ITIL, Outsourcing, Business Analysis, Disaster Recovery, SQL, Incident Management, Program Management, IT Service Management
Education
The University of Texas at Arlington 1988 — 1993
BBA, Finance
Prabin Shrestha's Fidelity Investments Experience November 2008 - Present
Job Database Administrator at Fidelity Investment
Industry Information Services
Experience
Fidelity Investments November 2008 - Present
Mortex Products June 2007 - October 2008
Skills
DB2, Databases, XML, Enterprise Architecture, Disaster Recovery, SQL Tuning, Six Sigma, Operating Systems, Performance Tuning, Unix Shell Scripting, Integration, Data Migration, Oracle, SQL, Sybase, SDLC, Networking, Unix, Database Administration
Education
The University of Texas at Arlington 2005 — 2007
Masters, Computer Science and Engineering, 3.9
The University of Texas at Arlington 2005 — 2007
Master's degree, Computer Science
Fidelity Investments November 2008 - Present
Mortex Products June 2007 - October 2008
Skills
DB2, Databases, XML, Enterprise Architecture, Disaster Recovery, SQL Tuning, Six Sigma, Operating Systems, Performance Tuning, Unix Shell Scripting, Integration, Data Migration, Oracle, SQL, Sybase, SDLC, Networking, Unix, Database Administration
Education
The University of Texas at Arlington 2005 — 2007
Masters, Computer Science and Engineering, 3.9
The University of Texas at Arlington 2005 — 2007
Master's degree, Computer Science
Kenneth D'Silva's Fidelity Investments Experience 2004 - August 2008
Job President at Opturo, Inc.
Industry Information Technology and Services
Experience
Opturo August 2008 - Present
Fidelity Investments 2004 - August 2008
Putnam Investments October 2002 - May 2004
Enron 1997 - 2002
Skills
Equities, Fixed Income, Financial Modeling, Risk Management, Performance Attribution, Financial Risk, Portfolio Management, Investment Management, Finance, Investments, Business Strategy, Analysis, Business Intelligence, Management, Hedge Funds, Asset Management, Investment Banking
Education
The University of Texas at Arlington 1996 — 1997
Masters, Information Systems and Finance
Opturo August 2008 - Present
Fidelity Investments 2004 - August 2008
Putnam Investments October 2002 - May 2004
Enron 1997 - 2002
Skills
Equities, Fixed Income, Financial Modeling, Risk Management, Performance Attribution, Financial Risk, Portfolio Management, Investment Management, Finance, Investments, Business Strategy, Analysis, Business Intelligence, Management, Hedge Funds, Asset Management, Investment Banking
Education
The University of Texas at Arlington 1996 — 1997
Masters, Information Systems and Finance
Arlen Brammer's Fidelity Investments Experience 1995 - 1997
Job President at Arlen L. Brammer, P.C.
Industry Law Practice
Experience
Arlen L. Brammer, P.C. PartnerHolme, Roberts and Owen, LLC2001 - 2007
Arthur Andersen 1997 - 2001
Fidelity Investments 1995 - 1997
Skills
Mergers & Acquisitions, Employee Benefits, Corporate Law, Corporate Governance, ERISA, Due Diligence, Contract Negotiation, Leadership, Financial Services
Education
University of Denver 1989 — 1990
Ll.M., Tax
The University of South Dakota School of Law 1981 — 1984
J.D., Law
University of Minnesota-Twin Cities 1979 — 1981
B.S., Finance
Arlen L. Brammer, P.C. PartnerHolme, Roberts and Owen, LLC2001 - 2007
Arthur Andersen 1997 - 2001
Fidelity Investments 1995 - 1997
Skills
Mergers & Acquisitions, Employee Benefits, Corporate Law, Corporate Governance, ERISA, Due Diligence, Contract Negotiation, Leadership, Financial Services
Education
University of Denver 1989 — 1990
Ll.M., Tax
The University of South Dakota School of Law 1981 — 1984
J.D., Law
University of Minnesota-Twin Cities 1979 — 1981
B.S., Finance
Danette Prosser's Fidelity Investments Experience November 2011 - February 2014
Job Experienced Business/Systems Analyst
Industry Information Technology and Services
Experience
McKesson Health Solutions February 2014 - Present
Fidelity Investments November 2011 - February 2014
Fidelity Investments July 2010 - November 2011
Fidelity Investments 2009 - 2010
Public Sector Partners February 2007 - October 2009
University of Massachusetts Medical School 2004 - 2007
UMass Medical School 2004 - 2007
FCHP 1999 - 2003
ExecuTrain of Worcester and RI 1996 - 1999
Fallon Clinic 1993 - 1996
Skills
SDLC, Requirements Analysis, Business Requirements, Business Analysis, SQL, Software Project..., Business Process..., Java, Databases, Systems Analysis, Database Design, Microsoft SQL Server, Visio, Software Documentation, Visual Basic, Oracle, Analysis, Software Development, Project Management, Web Services, Requirements Gathering, Testing, Process Improvement, Agile Methodologies, Business Objects, Quality Assurance, Program Management
Education
The University of South Dakota 1988 — 1990
BS, Criminal Justice, communications
McKesson Health Solutions February 2014 - Present
Fidelity Investments November 2011 - February 2014
Fidelity Investments July 2010 - November 2011
Fidelity Investments 2009 - 2010
Public Sector Partners February 2007 - October 2009
University of Massachusetts Medical School 2004 - 2007
UMass Medical School 2004 - 2007
FCHP 1999 - 2003
ExecuTrain of Worcester and RI 1996 - 1999
Fallon Clinic 1993 - 1996
Skills
SDLC, Requirements Analysis, Business Requirements, Business Analysis, SQL, Software Project..., Business Process..., Java, Databases, Systems Analysis, Database Design, Microsoft SQL Server, Visio, Software Documentation, Visual Basic, Oracle, Analysis, Software Development, Project Management, Web Services, Requirements Gathering, Testing, Process Improvement, Agile Methodologies, Business Objects, Quality Assurance, Program Management
Education
The University of South Dakota 1988 — 1990
BS, Criminal Justice, communications
Ben Vega's Fidelity Investments Experience June 1998 - April 2008
Job Business Relationship Services at BBVA Compass
Industry Financial Services
Experience
BBVA Compass June 2011 - Present
Wachovia / Wells Fargo April 2008 - April 2011
Fidelity Investments June 1998 - April 2008
Skills
Loans, Banking, Consumer Lending, Credit Analysis, Customer Service, Credit, Finance, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Commercial Banking
Education
The University of Texas at Arlington 1992 — 1997
BA, Sociology
BBVA Compass June 2011 - Present
Wachovia / Wells Fargo April 2008 - April 2011
Fidelity Investments June 1998 - April 2008
Skills
Loans, Banking, Consumer Lending, Credit Analysis, Customer Service, Credit, Finance, Loan Origination, Mortgage Lending, Portfolio Management, Retail Banking, Commercial Banking
Education
The University of Texas at Arlington 1992 — 1997
BA, Sociology
David Farris's Fidelity Investments Experience April 2014 - Present
Job Sr Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2014 - Present
Sig Sauer July 2013 - April 2014
Dynamics Research Corporation January 2013 - July 2013
Fidelity Investments 1996 - March 2012
University of Dallas August 2004 - May 2008
Richland College August 1995 - July 2004
HBS Systems 1993 - 1996
Skills
Extensive Unix and...
Education
The University of Texas at Arlington
Bachelor's, Physics
University of Texas at Dallas
MBA and MS in MIS
Fidelity Investments April 2014 - Present
Sig Sauer July 2013 - April 2014
Dynamics Research Corporation January 2013 - July 2013
Fidelity Investments 1996 - March 2012
University of Dallas August 2004 - May 2008
Richland College August 1995 - July 2004
HBS Systems 1993 - 1996
Skills
Extensive Unix and...
Education
The University of Texas at Arlington
Bachelor's, Physics
University of Texas at Dallas
MBA and MS in MIS
Jeff Stefanich's Fidelity Investments Experience September 2000 - July 2008
Job Office Manager at PRA Health Sciences
Industry Financial Services
Experience
PRA Health Sciences October 2014 - Present
CB Richard Ellis January 2010 - December 2013
Fidelity Investments September 2000 - July 2008
Fidelity Investments August 1992 - August 2000
Skills
Management, Business Analysis, Call Centers, Asset Management, Financial Services, Process Improvement, CRM, Leadership, Forecasting, Finance, Project Management, Real Estate, Human Resources, Business Planning, Client Services, Operations Leadership, P & L, Financial Reporting, Accounting, Expense Management, Operations Management, Budgets, Training, Cross-functional Team...
Education
The University of North Dakota 1984 — 1988
Bachelor, Accounting/Banking and Finance
PRA Health Sciences October 2014 - Present
CB Richard Ellis January 2010 - December 2013
Fidelity Investments September 2000 - July 2008
Fidelity Investments August 1992 - August 2000
Skills
Management, Business Analysis, Call Centers, Asset Management, Financial Services, Process Improvement, CRM, Leadership, Forecasting, Finance, Project Management, Real Estate, Human Resources, Business Planning, Client Services, Operations Leadership, P & L, Financial Reporting, Accounting, Expense Management, Operations Management, Budgets, Training, Cross-functional Team...
Education
The University of North Dakota 1984 — 1988
Bachelor, Accounting/Banking and Finance
Melody Landrum-Arnold's Fidelity Investments Experience August 2009 - Present
Job Substance Abuse Counselor
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Forrest General Hospital July 2006 - May 2009
The University of Southern Mississippi January 2006 - May 2006
Forrest General Hospital July 2002 - July 2003
Skills
Social Services, Mental Health, Psychology, Case Management, Psychotherapy, Program Development, Group Therapy, Adolescents, Treatment, Interviews, Leadership, Conflict Resolution, Mental Health Counseling, Workshop Facilitation, Family Therapy, Crisis Intervention, Motivational..., Community Outreach, Chemical Dependency, Nonprofits, Employee Relations, Staff Development, Public Speaking, Plannning, Stress Management, Psychological Assessment, Crisis, Social Skills
Education
William Carey College 2007 — 2009
MS, Counseling
The University of Southern Mississippi 2000 — 2005
BS, Psychology
Fidelity Investments August 2009 - Present
Forrest General Hospital July 2006 - May 2009
The University of Southern Mississippi January 2006 - May 2006
Forrest General Hospital July 2002 - July 2003
Skills
Social Services, Mental Health, Psychology, Case Management, Psychotherapy, Program Development, Group Therapy, Adolescents, Treatment, Interviews, Leadership, Conflict Resolution, Mental Health Counseling, Workshop Facilitation, Family Therapy, Crisis Intervention, Motivational..., Community Outreach, Chemical Dependency, Nonprofits, Employee Relations, Staff Development, Public Speaking, Plannning, Stress Management, Psychological Assessment, Crisis, Social Skills
Education
William Carey College 2007 — 2009
MS, Counseling
The University of Southern Mississippi 2000 — 2005
BS, Psychology
Seamus X. Li's Fidelity Investments Experience July 2008 - July 2011
Job PhD Candidate, Economics
Industry Research
Experience
Colorado Department of Transportation September 2015 - Present
University of Colorado at Boulder May 2013 - Present
University of Colorado at Boulder August 2013 - May 2015
University of Colorado at Boulder August 2011 - May 2013
Fidelity Investments July 2008 - July 2011
Skills
Economics, Statistics, Data Analysis, Research, Stata, Econometrics, Matlab, R, Analysis, Qualitative Research, Statistical Modeling, University Teaching, Critical Thinking, PowerPoint, Payroll, Benefits Administration, Pension Administration, Spatial Analysis, Microsoft Excel, Microsoft Word, SQL, Microsoft Office, Public Speaking, LyX, Customer Service, LaTeX, Teaching, Quantitative Analytics
Education
University of Colorado at Boulder 2011 — 2016
Doctor of Philosophy (Ph.D.), Economics
University of Colorado at Boulder 2011 — 2013
Master’s Degree, Economics
The University of New Mexico 2004 — 2008
Bachelor’s Degree, Economics, Languages
Colorado Department of Transportation September 2015 - Present
University of Colorado at Boulder May 2013 - Present
University of Colorado at Boulder August 2013 - May 2015
University of Colorado at Boulder August 2011 - May 2013
Fidelity Investments July 2008 - July 2011
Skills
Economics, Statistics, Data Analysis, Research, Stata, Econometrics, Matlab, R, Analysis, Qualitative Research, Statistical Modeling, University Teaching, Critical Thinking, PowerPoint, Payroll, Benefits Administration, Pension Administration, Spatial Analysis, Microsoft Excel, Microsoft Word, SQL, Microsoft Office, Public Speaking, LyX, Customer Service, LaTeX, Teaching, Quantitative Analytics
Education
University of Colorado at Boulder 2011 — 2016
Doctor of Philosophy (Ph.D.), Economics
University of Colorado at Boulder 2011 — 2013
Master’s Degree, Economics
The University of New Mexico 2004 — 2008
Bachelor’s Degree, Economics, Languages
Mary Kay Cormier, PMP's Fidelity Investments Experience 2009 - 2010
Job Budget & Finance
Industry Government Administration
Experience
GenQuest International April 2010 - Present
Fidelity Investments 2009 - 2010
Biromedical Research Institute of New Mexico December 2004 - April 2009
Skills
Budgets, Analysis, Risk Management, Business Process..., Process Improvement, Project Management
Education
The University of New Mexico 1986 — 1991
BA, History
GenQuest International April 2010 - Present
Fidelity Investments 2009 - 2010
Biromedical Research Institute of New Mexico December 2004 - April 2009
Skills
Budgets, Analysis, Risk Management, Business Process..., Process Improvement, Project Management
Education
The University of New Mexico 1986 — 1991
BA, History
Dan Dailey's Fidelity Investments Experience June 2015 - Present
Job Mainframe Operations Systems Programmer
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Fidelity Investments June 2015 - Present
Mutual of America July 2009 - June 2015
Fidelity Investments 2001 - 2009
Fidelity Investments August 2000 - May 2003
Fidelity Investments March 1997 - August 2000
Fidelity Investments September 1995 - March 1997
Nissan North America 1992 - 1995
Equitable Life 1988 - 1992
Education
The University of Texas at Arlington 1984 — 1985
none, Computer Science
Hunter Wilder's Fidelity Investments Experience June 2014 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments April 2008 - June 2014
Fidelity Investments January 2007 - April 2008
Fidelity Investments November 2005 - January 2007
Fidelity Investments March 2003 - November 2005
Fidelity Investments September 2000 - March 2003
Security Hardware Marketing Co January 1997 - January 2000
Skills
Motivational Speaking, Sales Motivation, Management Consulting, Executive Development, Executive Coaching, Sales Management..., Project Management, Change Management, Business Development..., Sales Management, Program Management, Process Improvement, National Sales Training, Financial Analysis, Market Analysis, Business Analysis, Risk Management, Insurance, Call Center, Call Centers
Education
The University of Texas at Arlington 1991 — 1994
Music/Business, Music/Sales/Marketing
The University of Texas at Dallas - School of Management
Financial Planning Certificate
Fidelity Investments June 2014 - Present
Fidelity Investments April 2008 - June 2014
Fidelity Investments January 2007 - April 2008
Fidelity Investments November 2005 - January 2007
Fidelity Investments March 2003 - November 2005
Fidelity Investments September 2000 - March 2003
Security Hardware Marketing Co January 1997 - January 2000
Skills
Motivational Speaking, Sales Motivation, Management Consulting, Executive Development, Executive Coaching, Sales Management..., Project Management, Change Management, Business Development..., Sales Management, Program Management, Process Improvement, National Sales Training, Financial Analysis, Market Analysis, Business Analysis, Risk Management, Insurance, Call Center, Call Centers
Education
The University of Texas at Arlington 1991 — 1994
Music/Business, Music/Sales/Marketing
The University of Texas at Dallas - School of Management
Financial Planning Certificate
Bruce Aust's Fidelity Investments Experience March 1986 - July 1998
Job Vice Chairman at Nasdaq
Industry Financial Services
Experience
Nasdaq October 2014 - Present
NASDAQ OMX October 1998 - October 2014
Fidelity Investments March 1986 - July 1998
Skills
Sales Management, Strategic Planning, Business Strategy, Investor Relations, Capital Markets, Mergers, IPO, Financial Markets, Start-ups, Equities, New Business Development, M&A experience, Corporate Communications, Securities, Business Development, Strategic Partnerships, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Investments, Venture Capital, Strategy, Private Equity, Competitive Analysis, Corporate Finance, Corporate Development, Financial Services, Executive Management
Education
University of Southern Mississippi 1982 — 1985
B.S., Business Administration
Northeast Lauderdale High School 1978 — 1982
High School
Nasdaq October 2014 - Present
NASDAQ OMX October 1998 - October 2014
Fidelity Investments March 1986 - July 1998
Skills
Sales Management, Strategic Planning, Business Strategy, Investor Relations, Capital Markets, Mergers, IPO, Financial Markets, Start-ups, Equities, New Business Development, M&A experience, Corporate Communications, Securities, Business Development, Strategic Partnerships, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Investments, Venture Capital, Strategy, Private Equity, Competitive Analysis, Corporate Finance, Corporate Development, Financial Services, Executive Management
Education
University of Southern Mississippi 1982 — 1985
B.S., Business Administration
Northeast Lauderdale High School 1978 — 1982
High School
Danielle Sedillo-Cafferty's Fidelity Investments Experience September 2008 - February 2010
Job Web developer for a government contractor
Industry Information Technology and Services
Experience
Sandia National Laboratories February 2015 - Present
Sandia National Laboratories December 2013 - Present
Sandia National Laboratories April 2011 - Present
Sandia National Laboratories March 2010 - April 2011
Fidelity Investments September 2008 - February 2010
Los Alamos National Laboratory 2004 - 2007
Skills
CRM, Visio, SharePoint, SQL, Access, Databases, System Design, Microsoft Office, Project Management, Requirements Analysis, Requirements Gathering, Analysis, Software Development, Testing, Systems Analysis, Process Improvement, Business Intelligence, Business Process, Database Design, Oracle, Data Analysis, Integration, Program Management, Software Documentation, Customer Service
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
MBA, Management Information Systems and Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
BBA, International Management
Sandia National Laboratories February 2015 - Present
Sandia National Laboratories December 2013 - Present
Sandia National Laboratories April 2011 - Present
Sandia National Laboratories March 2010 - April 2011
Fidelity Investments September 2008 - February 2010
Los Alamos National Laboratory 2004 - 2007
Skills
CRM, Visio, SharePoint, SQL, Access, Databases, System Design, Microsoft Office, Project Management, Requirements Analysis, Requirements Gathering, Analysis, Software Development, Testing, Systems Analysis, Process Improvement, Business Intelligence, Business Process, Database Design, Oracle, Data Analysis, Integration, Program Management, Software Documentation, Customer Service
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
MBA, Management Information Systems and Information Assurance
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
BBA, International Management
Jen Shaefer's Fidelity Investments Experience July 2015 - Present
Job Program and Bridal Coordinator
Industry Events Services
Experience
Fidelity Investments July 2015 - Present
Highgrove on Laurel Lake May 2015 - Present
Spice Cubed July 2009 - Present
Catering by Uptown December 2014 - May 2015
Catering by Uptown June 2014 - May 2015
Baltimore Events, Inc. May 2014 - June 2014
University of South Dakota August 2013 - December 2013
The University of South Dakota August 2011 - December 2013
Fidelity Investments June 2013 - July 2013
Ann Taylor LOFT May 2011 - July 2012
Skills
Teaching, PowerPoint, Spanish, Sales Management, Editing, Time Management, Social Media, Microsoft Word, Outlook, Teamwork, Retail, Community Outreach, Facebook, Research, Leadership, Public Relations, Photoshop, Microsoft Office, Public Speaking, Team Building, Customer Service, Microsoft Excel, Event Planning, InDesign, AP Style, Leadership Development, Market Research, Media Relations, Inventory Management, Finance, Data Analysis, Team Leadership, Budgets, Access, Social Media Marketing, HTML, Data Entry, Networking, Coaching, Project Management, Copy Editing, New Business Development, Advertising, Marketing Communications, Event Management, Social Networking, WordPress, Program Management, Strategic Planning, Business Strategy
Education
The University of South Dakota 2011 — 2013
Bachelor of Arts (B.A.), Communication Studies, Entreprenurial Studies, Graduated
University of North Carolina at Wilmington 2010 — 2011
Cardinal Gibbons High School 2006 — 2010
Fidelity Investments July 2015 - Present
Highgrove on Laurel Lake May 2015 - Present
Spice Cubed July 2009 - Present
Catering by Uptown December 2014 - May 2015
Catering by Uptown June 2014 - May 2015
Baltimore Events, Inc. May 2014 - June 2014
University of South Dakota August 2013 - December 2013
The University of South Dakota August 2011 - December 2013
Fidelity Investments June 2013 - July 2013
Ann Taylor LOFT May 2011 - July 2012
Skills
Teaching, PowerPoint, Spanish, Sales Management, Editing, Time Management, Social Media, Microsoft Word, Outlook, Teamwork, Retail, Community Outreach, Facebook, Research, Leadership, Public Relations, Photoshop, Microsoft Office, Public Speaking, Team Building, Customer Service, Microsoft Excel, Event Planning, InDesign, AP Style, Leadership Development, Market Research, Media Relations, Inventory Management, Finance, Data Analysis, Team Leadership, Budgets, Access, Social Media Marketing, HTML, Data Entry, Networking, Coaching, Project Management, Copy Editing, New Business Development, Advertising, Marketing Communications, Event Management, Social Networking, WordPress, Program Management, Strategic Planning, Business Strategy
Education
The University of South Dakota 2011 — 2013
Bachelor of Arts (B.A.), Communication Studies, Entreprenurial Studies, Graduated
University of North Carolina at Wilmington 2010 — 2011
Cardinal Gibbons High School 2006 — 2010
Lee Bowley's Fidelity Investments Experience January 2001 - February 2009
Job QA Engineer II at Bottomline Technology
Industry Banking
Experience
Bottomline Technology February 2008 - April 2010
Fidelity Investments January 2001 - February 2009
PHCS November 2000 - January 2001
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1986 — 1991
BS, Psychology
Bottomline Technology February 2008 - April 2010
Fidelity Investments January 2001 - February 2009
PHCS November 2000 - January 2001
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1986 — 1991
BS, Psychology
Ryan Chandler, CFA's Fidelity Investments Experience August 2007 - September 2009
Job Energy Analyst
Industry Utilities
Experience
The Energy Authority October 2009 - Present
Fidelity Investments August 2007 - September 2009
Dawson James Securities June 2007 - July 2007
Skills
Forecasting, Portfolio Management, Analysis, Investments, Finance, Energy, Financial Modeling, Financial Analysis, Valuation, Risk Management, Data Analysis, Strategic Financial..., Commodity, Equities
Education
The University of North Dakota 2005 — 2007
BBA, Banking & Financial Economics
United States Naval Academy 2002 — 2004
Economics
The Energy Authority October 2009 - Present
Fidelity Investments August 2007 - September 2009
Dawson James Securities June 2007 - July 2007
Skills
Forecasting, Portfolio Management, Analysis, Investments, Finance, Energy, Financial Modeling, Financial Analysis, Valuation, Risk Management, Data Analysis, Strategic Financial..., Commodity, Equities
Education
The University of North Dakota 2005 — 2007
BBA, Banking & Financial Economics
United States Naval Academy 2002 — 2004
Economics
Aaron Gann's Fidelity Investments Experience July 2012 - Present
Job Associate Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
University of Texas at Arlington June 2011 - September 2011
Skills
Java, Eclipse, Visual Studio, C#, SQL, JavaScript, XML, HTML, Subversion, Programming, Software Development, MySQL, Visio, CSS
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Science (BS), Computer Software Engineering
Fidelity Investments July 2012 - Present
University of Texas at Arlington June 2011 - September 2011
Skills
Java, Eclipse, Visual Studio, C#, SQL, JavaScript, XML, HTML, Subversion, Programming, Software Development, MySQL, Visio, CSS
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Science (BS), Computer Software Engineering
JENNIFER BECKLEY, CPA's Fidelity Investments Experience December 2012 - Present
Job Director of Operations Controls at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments December 2012 - Present
DFW International Airport May 2011 - December 2012
Goldman Sachs March 2007 - May 2011
Burlington Resources September 2003 - January 2007
Ernst & Young May 1999 - September 2003
Skills
Financial Reporting, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Auditing, Financial Accounting, US GAAP, CPA
Education
University of Notre Dame 1999 — 2000
Masters, Accounting
The University of Tennessee at Chattanooga
Bachelors, Finance
Fidelity Investments December 2012 - Present
DFW International Airport May 2011 - December 2012
Goldman Sachs March 2007 - May 2011
Burlington Resources September 2003 - January 2007
Ernst & Young May 1999 - September 2003
Skills
Financial Reporting, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Auditing, Financial Accounting, US GAAP, CPA
Education
University of Notre Dame 1999 — 2000
Masters, Accounting
The University of Tennessee at Chattanooga
Bachelors, Finance
Brendan Maher's Fidelity Investments Experience 1997 - 1999
Job Former Portfolio Manager
Industry Investment Management
Experience
Fellow Irish Social Hub (FISH) July 2010 - Present
Calamos Investments September 2012 - July 2015
Black Capital, LLC March 2011 - September 2012
Savannah-Baltimore Capital March 2005 - December 2007
Gothic Capital Managent 1999 - 2004
Fidelity Investments 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Skills
Portfolio Management, Equity Research, Asset Management, Securities, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Investments, Equities, Mutual Funds, Valuation
Education
University of Notre Dame 1990 — 1994
BBA, Finance
The University of Notre Dame Australia 1992 — 1992
International Business
Delbarton School 1986 — 1990
Fellow Irish Social Hub (FISH) July 2010 - Present
Calamos Investments September 2012 - July 2015
Black Capital, LLC March 2011 - September 2012
Savannah-Baltimore Capital March 2005 - December 2007
Gothic Capital Managent 1999 - 2004
Fidelity Investments 1997 - 1999
Credit Suisse First Boston 1994 - 1997
Skills
Portfolio Management, Equity Research, Asset Management, Securities, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Investments, Equities, Mutual Funds, Valuation
Education
University of Notre Dame 1990 — 1994
BBA, Finance
The University of Notre Dame Australia 1992 — 1992
International Business
Delbarton School 1986 — 1990
Bhavyesh Vadnagara's Fidelity Investments Experience January 2014 - November 2014
Job Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2014 - November 2014
Fidelity Investments July 2012 - December 2013
Maverick Parking System August 2011 - May 2012
Skills
Java, Eclipse, C++, C, JavaScript, HTML, C#, SQL, XML, Programming, Visual Studio, Software Engineering
Education
The University of Texas at Arlington 2015 — 2017
Master's Degree, Engineering/Industrial Management
The University of Texas at Arlington 2008 — 2012
Bachelor of Science, Computer Engineering
Fidelity Investments January 2014 - November 2014
Fidelity Investments July 2012 - December 2013
Maverick Parking System August 2011 - May 2012
Skills
Java, Eclipse, C++, C, JavaScript, HTML, C#, SQL, XML, Programming, Visual Studio, Software Engineering
Education
The University of Texas at Arlington 2015 — 2017
Master's Degree, Engineering/Industrial Management
The University of Texas at Arlington 2008 — 2012
Bachelor of Science, Computer Engineering
Wade Barnes's Fidelity Investments Experience 2006 - 2008
Job Financial Services Professional / Accounting
Industry Financial Services
Experience
Fidelity Investments 2006 - 2008
DynCorp International December 2005 - May 2006
Munro Petroleum & Terminal Corp October 1996 - March 2004
Munro Petroleum & Terminal Corp July 1993 - October 1996
Skills
Series 63, Mutual Funds, Series 6, 401k, Uniform Combined State..., Financial Services, Defined Contribution, Call Center, FINRA, Investments, Retirement Planning
Education
University of Southern Mississippi 1989 — 1993
Bachelor of Business Administration (BBA), Economics/International Business
University of Southern Mississippi 1989 — 1993
Bachelor of Business Administration (BBA), Economics/International Business
Fidelity Investments 2006 - 2008
DynCorp International December 2005 - May 2006
Munro Petroleum & Terminal Corp October 1996 - March 2004
Munro Petroleum & Terminal Corp July 1993 - October 1996
Skills
Series 63, Mutual Funds, Series 6, 401k, Uniform Combined State..., Financial Services, Defined Contribution, Call Center, FINRA, Investments, Retirement Planning
Education
University of Southern Mississippi 1989 — 1993
Bachelor of Business Administration (BBA), Economics/International Business
University of Southern Mississippi 1989 — 1993
Bachelor of Business Administration (BBA), Economics/International Business
Athar Syed's Fidelity Investments Experience November 2013 - September 2014
Job Business Professional
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Fidelity Investments November 2013 - September 2014
Costco Wholesale August 2006 - November 2013
Education
The University of Texas at Arlington
Finance, Accounting and Finance
J.P. Morgan September 2014 - Present
Fidelity Investments November 2013 - September 2014
Costco Wholesale August 2006 - November 2013
Education
The University of Texas at Arlington
Finance, Accounting and Finance
Bradlee Huff's Fidelity Investments Experience March 2015 - Present
Job Tax Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - March 2015
Fidelity Investments June 2013 - April 2014
Fidelity Investments April 2012 - June 2013
Skills
Bloomberg Terminal, Fund Accounting, Fund Of Funds, Mutual Funds, Accounting, Bloomberg, Corporate Actions, Securities
Education
The University of Texas at Arlington 2008 — 2010
Bachelor of Science (B.S.), Accounting
L.D Bell High School
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - March 2015
Fidelity Investments June 2013 - April 2014
Fidelity Investments April 2012 - June 2013
Skills
Bloomberg Terminal, Fund Accounting, Fund Of Funds, Mutual Funds, Accounting, Bloomberg, Corporate Actions, Securities
Education
The University of Texas at Arlington 2008 — 2010
Bachelor of Science (B.S.), Accounting
L.D Bell High School
Ashutosh Acharya's Fidelity Investments Experience November 2012 - Present
Job Sr. Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Skills
Java, Web Development, J2EE Application..., Spring, Struts, RESTful WebServices, Web Services, XSLT, CSS 3, CSS Sprites, JavaScript, HTML 5, jQuery, SASS, Backbone.js, Developer Tools, Ext JS, Oracle, Essbase, Teradata Data Warehouse, Microsoft SQL Server, DB2, Tomcat, WebSphere Application..., Fortify, SoapUI, JUnit, Sonar, Test Driven Development, SOA, Photoshop, Java Enterprise Edition, Spring Framework
Education
The University of Texas at Arlington 2001 — 2004
Bachelor's Degree, Computer Science and Engineering
Fidelity Investments November 2012 - Present
Skills
Java, Web Development, J2EE Application..., Spring, Struts, RESTful WebServices, Web Services, XSLT, CSS 3, CSS Sprites, JavaScript, HTML 5, jQuery, SASS, Backbone.js, Developer Tools, Ext JS, Oracle, Essbase, Teradata Data Warehouse, Microsoft SQL Server, DB2, Tomcat, WebSphere Application..., Fortify, SoapUI, JUnit, Sonar, Test Driven Development, SOA, Photoshop, Java Enterprise Edition, Spring Framework
Education
The University of Texas at Arlington 2001 — 2004
Bachelor's Degree, Computer Science and Engineering
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank