Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Kamran Mamdani Kamran Mamdani's Fidelity Investments Experience February 2013 - March 2015
Job at
Industry Financial Services
Experience
NYLIFE Securities LLC 2015 - Present
Fidelity Investments February 2013 - March 2015
AT&T July 2012 - February 2013
The CMI Group September 2011 - July 2012
RuffaloCODY September 2010 - July 2011
Skills
Financial Modeling, Risk Management, Credit, Portfolio Management, Account Management, Banking, Analysis, Marketing
Education
The University of Texas at Austin
NYLIFE Securities LLC 2015 - Present
Fidelity Investments February 2013 - March 2015
AT&T July 2012 - February 2013
The CMI Group September 2011 - July 2012
RuffaloCODY September 2010 - July 2011
Skills
Financial Modeling, Risk Management, Credit, Portfolio Management, Account Management, Banking, Analysis, Marketing
Education
The University of Texas at Austin
Tawnya Reardon Knowles Tawnya Reardon Knowles's Fidelity Investments Experience October 1997 - April 1998
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Xerox formerly Affiliated Computer Services (ACS) December 2004 - August 2005
AT&T Wireless December 2003 - May 2004
Sprint Corporate August 1998 - August 2002
Fidelity Investments October 1997 - April 1998
JCPenney Corporate May 1990 - October 1997
Skills
Service Desk, ITIL v3 Foundations..., Troubleshooting, TCP, IP, OSPF, EIGRP, BGP, SPT, RIP, Data Center, IT Operations, VPN, Cisco Technologies, Customer Service, UDP, DNS, VoIP, DHCP, Netcool, HP Openview, Checkpoint, Expert Advisor, Remedy Ticketing System, DS0/DS1/DS3, Frame Relay, Nortel Passport, Switches, Mainframe, TSO, MVS, CICS, AS400, IMS DB/DC, Fitness, Nutrition, Networking, Information Technology, Routers, WAN, ITIL, Computer Network..., Infrastructure, Firewalls, Vendor Management, IT Service Management, Help Desk Support, Telecommunications, Wireless, Wireless Networking
Education
The University of Texas at Arlington 1986 — 1990
Bachelor of Science (B.S.), Information Systems
Wichita Falls High School
High School Diploma, General Studies
Xerox formerly Affiliated Computer Services (ACS) December 2004 - August 2005
AT&T Wireless December 2003 - May 2004
Sprint Corporate August 1998 - August 2002
Fidelity Investments October 1997 - April 1998
JCPenney Corporate May 1990 - October 1997
Skills
Service Desk, ITIL v3 Foundations..., Troubleshooting, TCP, IP, OSPF, EIGRP, BGP, SPT, RIP, Data Center, IT Operations, VPN, Cisco Technologies, Customer Service, UDP, DNS, VoIP, DHCP, Netcool, HP Openview, Checkpoint, Expert Advisor, Remedy Ticketing System, DS0/DS1/DS3, Frame Relay, Nortel Passport, Switches, Mainframe, TSO, MVS, CICS, AS400, IMS DB/DC, Fitness, Nutrition, Networking, Information Technology, Routers, WAN, ITIL, Computer Network..., Infrastructure, Firewalls, Vendor Management, IT Service Management, Help Desk Support, Telecommunications, Wireless, Wireless Networking
Education
The University of Texas at Arlington 1986 — 1990
Bachelor of Science (B.S.), Information Systems
Wichita Falls High School
High School Diploma, General Studies
Robert Hanna, PMP, CSM Robert Hanna, PMP, CSM's Fidelity Investments Experience February 2015 - Present
Job Project Manager / UNIX Perl Software Developer / Web Developer / IT Application Development
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
Texas Instruments 1997 - July 2014
Texas Instruments 1993 - 1997
Texas Instruments 1992 - 1993
Texas Instruments 1990 - 1992
Texas Instruments 1979 - 1990
Texas Instruments 1978 - 1979
Skills
Semiconductors, Analog, Embedded Systems, EDA, CMOS, Debugging, SoC, Algorithms, Perl, Product Engineering, Mixed Signal, IC, VLSI, Semiconductor Industry, Place & Route, ASIC, Power Management, TCL, Integrated Circuit..., Physical Design, Circuit Design, Static Timing Analysis, Silicon, Microelectronics, Low-power Design, Electronics, Simulations, Functional Verification, VHDL, System Architecture, ARM, Processors, Analog Circuit Design, SPICE, RF, Engineering Management, Formal Verification, Software Development, Failure Analysis, Microprocessors
Education
The University of Texas at Austin 1975 — 1978
Bachelor's degree, Computer Science
D and L Training http://dandltraining.com/ 2014 — 2014
PMI® PMP® Certification Exam Prep Class
Fidelity Investments February 2015 - Present
Texas Instruments 1997 - July 2014
Texas Instruments 1993 - 1997
Texas Instruments 1992 - 1993
Texas Instruments 1990 - 1992
Texas Instruments 1979 - 1990
Texas Instruments 1978 - 1979
Skills
Semiconductors, Analog, Embedded Systems, EDA, CMOS, Debugging, SoC, Algorithms, Perl, Product Engineering, Mixed Signal, IC, VLSI, Semiconductor Industry, Place & Route, ASIC, Power Management, TCL, Integrated Circuit..., Physical Design, Circuit Design, Static Timing Analysis, Silicon, Microelectronics, Low-power Design, Electronics, Simulations, Functional Verification, VHDL, System Architecture, ARM, Processors, Analog Circuit Design, SPICE, RF, Engineering Management, Formal Verification, Software Development, Failure Analysis, Microprocessors
Education
The University of Texas at Austin 1975 — 1978
Bachelor's degree, Computer Science
D and L Training http://dandltraining.com/ 2014 — 2014
PMI® PMP® Certification Exam Prep Class
Jacob Levi Jacob Levi's Fidelity Investments Experience May 2013 - August 2013
Job Portfolio Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2014 - Present
Fidelity Investments May 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Rolling Hills Country Club April 2008 - August 2010
Allianz March 2010 - June 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Business Development, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Major: Corporate Finance Minor: Accounting and Mandarin Chinese
Staples High School
The University of Texas at Austin
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Capital One June 2014 - Present
Fidelity Investments May 2013 - August 2013
Morgan Stanley January 2012 - August 2012
Rolling Hills Country Club April 2008 - August 2010
Allianz March 2010 - June 2010
Skills
Financial Analysis, Financial Modeling, Bloomberg, Business Development, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Major: Corporate Finance Minor: Accounting and Mandarin Chinese
Staples High School
The University of Texas at Austin
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Cole Presnell Cole Presnell's Fidelity Investments Experience November 2004 - August 2005
Job Loan Officer at Supreme Lending
Industry Financial Services
Experience
Supreme Lending January 2014 - Present
MortgageIQ January 2013 - January 2014
Great Point Capital, LLC July 2009 - February 2012
Office of Rep. Bill Callegari, Texas House of Representatives December 2008 - July 2009
Office Rep. John Davis, Texas House of Representatives August 2008 - December 2008
Gallagher Benefit Services April 2006 - August 2008
Fidelity Investments November 2004 - August 2005
U.S. Congress, 10th District of Texas - John Kelley January 2004 - April 2004
Alpine Camp for Boys May 2001 - August 2001
Education
The University of Texas at Austin
BA, Government, Philosophy
Supreme Lending January 2014 - Present
MortgageIQ January 2013 - January 2014
Great Point Capital, LLC July 2009 - February 2012
Office of Rep. Bill Callegari, Texas House of Representatives December 2008 - July 2009
Office Rep. John Davis, Texas House of Representatives August 2008 - December 2008
Gallagher Benefit Services April 2006 - August 2008
Fidelity Investments November 2004 - August 2005
U.S. Congress, 10th District of Texas - John Kelley January 2004 - April 2004
Alpine Camp for Boys May 2001 - August 2001
Education
The University of Texas at Austin
BA, Government, Philosophy
Tonia Bridges Tonia Bridges's Fidelity Investments Experience January 2012 - April 2013
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Local Children's Health Plan December 2014 - Present
TWU 2012 - 2014
Fidelity Investments January 2012 - April 2013
Skills
Hospitals, Nursing, Healthcare, BLS, Patient Safety, Quality Management, Enterprise Risk..., Customer Service, Call Centers, Microsoft Office, PowerPoint, Management
Education
Texas Woman's University 2012 — 2014
BSN, Registered Nursing/Registered Nurse
The University of Texas at Arlington 1990 — 1996
Bachelor of Arts (BA), English
Local Children's Health Plan December 2014 - Present
TWU 2012 - 2014
Fidelity Investments January 2012 - April 2013
Skills
Hospitals, Nursing, Healthcare, BLS, Patient Safety, Quality Management, Enterprise Risk..., Customer Service, Call Centers, Microsoft Office, PowerPoint, Management
Education
Texas Woman's University 2012 — 2014
BSN, Registered Nursing/Registered Nurse
The University of Texas at Arlington 1990 — 1996
Bachelor of Arts (BA), English
Shelton Dunn Shelton Dunn's Fidelity Investments Experience September 2004 - January 2013
Job Economic Development
Industry Government Administration
Experience
Deloitte March 2013 - July 2013
Fidelity Investments September 2004 - January 2013
U.S. House of Representatives August 2002 - December 2002
Skills
401k, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Master's degree, Public Administration, 3.84 overall GPA
The University of Texas at Arlington 2000 — 2002
Bachelor's of Arts, Political Science, 3.44 overall undergraduate GPA
Deloitte March 2013 - July 2013
Fidelity Investments September 2004 - January 2013
U.S. House of Representatives August 2002 - December 2002
Skills
401k, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Master's degree, Public Administration, 3.84 overall GPA
The University of Texas at Arlington 2000 — 2002
Bachelor's of Arts, Political Science, 3.44 overall undergraduate GPA
Jason Mitchell Jason Mitchell's Fidelity Investments Experience December 2013 - Present
Job Director Middle Office Portfolio Lead
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Skills
Process Improvement, Six Sigma, Business Process..., Risk Management, Business Analysis, Strategic Planning, Change Management, Team Building, Management, Lean Manufacturing, Continuous Improvement, Performance Management, Vendor Management, Kaizen, Operations Management, Business Intelligence, Analysis, Business Strategy, CRM, SDLC, SAP, Requirements Gathering, Business Transformation, Integration, Visio, Financial Services
Education
The University of Texas at Arlington - College of Business 2004 — 2009
B.A.
Tarrant County College 2001 — 2004
Associate of Arts (A.A.)
Fidelity Investments December 2013 - Present
Skills
Process Improvement, Six Sigma, Business Process..., Risk Management, Business Analysis, Strategic Planning, Change Management, Team Building, Management, Lean Manufacturing, Continuous Improvement, Performance Management, Vendor Management, Kaizen, Operations Management, Business Intelligence, Analysis, Business Strategy, CRM, SDLC, SAP, Requirements Gathering, Business Transformation, Integration, Visio, Financial Services
Education
The University of Texas at Arlington - College of Business 2004 — 2009
B.A.
Tarrant County College 2001 — 2004
Associate of Arts (A.A.)
Rupal Ahmed Rupal Ahmed's Fidelity Investments Experience June 2011 - September 2011
Job Operations Manager at TJX Co.
Industry Retail
Experience
The TJX Companies, Inc. January 2015 - Present
Kroger June 2012 - November 2014
Premium Distributor November 2007 - June 2012
Fidelity Investments June 2011 - September 2011
Best Buy October 2009 - June 2011
Gap Inc November 2007 - October 2009
Skills
Financial Planning, Time Management, Organizational..., Attention To Detail, Credit Analysis, Credit Cards, Microsoft Office, Customer Relations, Customer Experience, Customer Service, Customer Focus, Analytical Abilities, Project Management, Financial Modeling, Multi-unit Retail..., Operations Management, Staff Development, Staff Management, Competitive Analysis, profit & loss management, Market Analysis, Accounting, Regression Analysis, Inventory Control, Shrink Management, Sales Management, Strategic Financial..., Strategy, Merchandising, Employee Training, Sales
Education
The University of Texas at Arlington 2006 — 2011
Bachelor's Degree, Business/Managerial Economics
The University of Texas at Arlington - College of Business 2006 — 2011
BBA, Finance and Financial Management Services
The TJX Companies, Inc. January 2015 - Present
Kroger June 2012 - November 2014
Premium Distributor November 2007 - June 2012
Fidelity Investments June 2011 - September 2011
Best Buy October 2009 - June 2011
Gap Inc November 2007 - October 2009
Skills
Financial Planning, Time Management, Organizational..., Attention To Detail, Credit Analysis, Credit Cards, Microsoft Office, Customer Relations, Customer Experience, Customer Service, Customer Focus, Analytical Abilities, Project Management, Financial Modeling, Multi-unit Retail..., Operations Management, Staff Development, Staff Management, Competitive Analysis, profit & loss management, Market Analysis, Accounting, Regression Analysis, Inventory Control, Shrink Management, Sales Management, Strategic Financial..., Strategy, Merchandising, Employee Training, Sales
Education
The University of Texas at Arlington 2006 — 2011
Bachelor's Degree, Business/Managerial Economics
The University of Texas at Arlington - College of Business 2006 — 2011
BBA, Finance and Financial Management Services
Tim Lam Tim Lam's Fidelity Investments Experience July 2014 - Present
Job Workplace Planning & Guidance Consultant I
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
National Association of Asian American Professionals - DFW Chapter August 2012 - Present
Bank of America December 2010 - January 2013
Bank of America August 2006 - December 2010
Eckerd/CVS Pharmacy November 2003 - July 2005
American Airlines June 2004 - August 2004
Foley's Department Store June 2003 - August 2003
Directron.com June 2002 - July 2002
Skills
Social Media, Social Networking, Facebook, Twitter, Meetup, Facebook Fan Page..., Facebook Marketing, Customer Service, Mortgage Banking, FHA financing, Microsoft Office, Mortgage Lending, Financial Analysis, Microsoft Excel, Investment Properties, Real Estate, Portfolio Management, Equities, Loan Origination, Strategic Planning, Loans, FHA, Microsoft Word, Refinance, PowerPoint, Credit, Residential Mortgages, Sales, Analysis, Finance, Marketing, Investments, FHA Financing
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2008
B.A. Finance, Finance
Plano East Senior High 1998 — 2002
Fidelity Investments July 2014 - Present
National Association of Asian American Professionals - DFW Chapter August 2012 - Present
Bank of America December 2010 - January 2013
Bank of America August 2006 - December 2010
Eckerd/CVS Pharmacy November 2003 - July 2005
American Airlines June 2004 - August 2004
Foley's Department Store June 2003 - August 2003
Directron.com June 2002 - July 2002
Skills
Social Media, Social Networking, Facebook, Twitter, Meetup, Facebook Fan Page..., Facebook Marketing, Customer Service, Mortgage Banking, FHA financing, Microsoft Office, Mortgage Lending, Financial Analysis, Microsoft Excel, Investment Properties, Real Estate, Portfolio Management, Equities, Loan Origination, Strategic Planning, Loans, FHA, Microsoft Word, Refinance, PowerPoint, Credit, Residential Mortgages, Sales, Analysis, Finance, Marketing, Investments, FHA Financing
Education
The University of Texas at Arlington - College of Business Administration 2002 — 2008
B.A. Finance, Finance
Plano East Senior High 1998 — 2002
Chelsey James Chelsey James's Fidelity Investments Experience September 2014 - August 2015
Job At
Industry Accounting
Experience
Goldman Sachs August 2015 - Present
Fidelity Investments September 2014 - August 2015
Bank of America January 2014 - August 2014
Skills
CRM, Sales, Loans, Financial Services, Investments, Customer Service, Selling, Credit Cards, Mutual Funds, Lines Of Credit, Banking, Credit, Retail Banking, Commercial Banking, Cross Selling
Education
The University of Texas at Arlington - College of Business 2009 — 2013
Bachelor of Arts (B.A.), International Business
Goldman Sachs August 2015 - Present
Fidelity Investments September 2014 - August 2015
Bank of America January 2014 - August 2014
Skills
CRM, Sales, Loans, Financial Services, Investments, Customer Service, Selling, Credit Cards, Mutual Funds, Lines Of Credit, Banking, Credit, Retail Banking, Commercial Banking, Cross Selling
Education
The University of Texas at Arlington - College of Business 2009 — 2013
Bachelor of Arts (B.A.), International Business
Scott Le Scott Le's Fidelity Investments Experience October 2014 - Present
Job Fund Accounting Analyst
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments March 2014 - October 2014
Blue Fish Sushi April 2013 - May 2014
Club Monaco June 2012 - January 2013
Luxottica May 2011 - January 2013
Hollister Co. June 2010 - May 2012
Metrocrest Chamber of Commerce June 2009 - August 2009
Skills
Customer Service, Teamwork, Sales, Restaurants, Microsoft Office, Microsoft Word, Marketing Communications, Network Marketing, Accounting Applications, Relationship Marketing, Corporate Communications, Team Building, Multi Tasking, Account Management, Account Maintenance, Corporate Finance, Finance, Electronic Funds..., Time Management, Fund Accounting, Brokerage Operations, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Fidelity Investments October 2014 - Present
Fidelity Investments March 2014 - October 2014
Blue Fish Sushi April 2013 - May 2014
Club Monaco June 2012 - January 2013
Luxottica May 2011 - January 2013
Hollister Co. June 2010 - May 2012
Metrocrest Chamber of Commerce June 2009 - August 2009
Skills
Customer Service, Teamwork, Sales, Restaurants, Microsoft Office, Microsoft Word, Marketing Communications, Network Marketing, Accounting Applications, Relationship Marketing, Corporate Communications, Team Building, Multi Tasking, Account Management, Account Maintenance, Corporate Finance, Finance, Electronic Funds..., Time Management, Fund Accounting, Brokerage Operations, Public Speaking
Education
The University of Texas at Arlington 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Andrew Link Andrew Link's Fidelity Investments Experience August 2014 - August 2015
Job Stock Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - August 2015
The Malibu Group September 2013 - July 2014
Order of Omega June 2012 - May 2013
Alpha Tau Omega Fraternity June 2012 - December 2012
Order of Omega January 2012 - May 2012
Alpha Tau Omega Fraternity May 2011 - December 2011
Alpha Tau Omega Fraternity January 2011 - December 2011
Tarrant County College June 2011 - August 2011
Alpha Tau Omega Fraternity January 2011 - May 2011
Alpha Tau Omega Fraternity May 2010 - December 2010
Skills
Teamwork, Marketing, Public Speaking, Event Planning, Management, Training, Recruiting, Entrepreneurship, Time Management, Leadership, Customer Service, Microsoft Excel
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Fidelity Investments August 2014 - August 2015
The Malibu Group September 2013 - July 2014
Order of Omega June 2012 - May 2013
Alpha Tau Omega Fraternity June 2012 - December 2012
Order of Omega January 2012 - May 2012
Alpha Tau Omega Fraternity May 2011 - December 2011
Alpha Tau Omega Fraternity January 2011 - December 2011
Tarrant County College June 2011 - August 2011
Alpha Tau Omega Fraternity January 2011 - May 2011
Alpha Tau Omega Fraternity May 2010 - December 2010
Skills
Teamwork, Marketing, Public Speaking, Event Planning, Management, Training, Recruiting, Entrepreneurship, Time Management, Leadership, Customer Service, Microsoft Excel
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Chet Teichman, CFP®, ChFC®, AIF® Chet Teichman, CFP®, ChFC®, AIF®'s Fidelity Investments Experience May 2000 - July 2009
Job Partner at Lighthouse Financial Group
Industry Financial Services
Experience
Lighthouse Financial Group DFW July 2009 - Present
Fidelity Investments May 2000 - July 2009
Skills
Investments, Financial Planning, Portfolio Management, Mutual Funds, Management, Retirement Planning, Financial Services, 401k, Series 7
Education
The University of Texas at Arlington - College of Business
BBA, Finance
Lighthouse Financial Group DFW July 2009 - Present
Fidelity Investments May 2000 - July 2009
Skills
Investments, Financial Planning, Portfolio Management, Mutual Funds, Management, Retirement Planning, Financial Services, 401k, Series 7
Education
The University of Texas at Arlington - College of Business
BBA, Finance
Michelle Lo Michelle Lo's Fidelity Investments Experience July 2014 - September 2015
Job Workplace Planning & Guidance Consultant II at Fidelity Investments
Industry Financial Services
Experience
The Blood and Tissue Center of Central Texas August 2012 - Present
Fidelity Investments July 2014 - September 2015
DBS Bank - Hong Kong June 2012 - August 2012
Targa Therapeutics Corporation October 2009 - May 2010
Skills
PowerPoint, Finance, Research, Data Entry, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, Social Media, Photoshop, Public Speaking, Access, QuickBooks, Event Planning, Outlook, Project Finance, Java, HTML, Spanish, Cell, Laboratory, Financial Analysis, Leadership
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Blood and Tissue Center of Central Texas August 2012 - Present
Fidelity Investments July 2014 - September 2015
DBS Bank - Hong Kong June 2012 - August 2012
Targa Therapeutics Corporation October 2009 - May 2010
Skills
PowerPoint, Finance, Research, Data Entry, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Customer Service, Social Media, Photoshop, Public Speaking, Access, QuickBooks, Event Planning, Outlook, Project Finance, Java, HTML, Spanish, Cell, Laboratory, Financial Analysis, Leadership
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Rachel Rollans Rachel Rollans's Fidelity Investments Experience September 2012 - Present
Job Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments January 2010 - July 2011
Fidelity Investments January 2009 - December 2009
Fidelity Investments January 2008 - December 2008
Skills
Fund Accounting, Fixed Income, Equities, Valuation, Mutual Funds, Pricing Analysis, Hedge Funds, Bloomberg, General Ledger, Corporate Actions, Pricing, Back Office, Emerging Markets, Series 7, Series 63, Account Reconciliation, FINRA, Analysis, Financial Services, Bonds, Portfolio Management, Reconciliation, Reuters, IDC, High Yield, Term Loans, Series 10, Series 9
Education
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, Finance
Fidelity Investments September 2012 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments January 2010 - July 2011
Fidelity Investments January 2009 - December 2009
Fidelity Investments January 2008 - December 2008
Skills
Fund Accounting, Fixed Income, Equities, Valuation, Mutual Funds, Pricing Analysis, Hedge Funds, Bloomberg, General Ledger, Corporate Actions, Pricing, Back Office, Emerging Markets, Series 7, Series 63, Account Reconciliation, FINRA, Analysis, Financial Services, Bonds, Portfolio Management, Reconciliation, Reuters, IDC, High Yield, Term Loans, Series 10, Series 9
Education
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, Finance
Ryan Owen Ryan Owen's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2012 - December 2014
Six Flags, Inc January 2006 - December 2011
Skills
Management, Financial Analysis, Outlook, Microsoft Excel, PowerPoint, Financial Modeling, Customer Service, Microsoft Office, Microsoft Word, Team Building, Public Speaking, Time Management, Series 63, Retirement, Retirement Planning, Forecasting, Finance
Education
The University of Texas at Arlington 2008 — 2011
B.B.A, Accounting and Finance
The University of Texas at Arlington 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments January 2015 - Present
Fidelity Investments January 2012 - December 2014
Six Flags, Inc January 2006 - December 2011
Skills
Management, Financial Analysis, Outlook, Microsoft Excel, PowerPoint, Financial Modeling, Customer Service, Microsoft Office, Microsoft Word, Team Building, Public Speaking, Time Management, Series 63, Retirement, Retirement Planning, Forecasting, Finance
Education
The University of Texas at Arlington 2008 — 2011
B.B.A, Accounting and Finance
The University of Texas at Arlington 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Robert Tomastik Robert Tomastik's Fidelity Investments Experience September 2000 - February 2002
Job Operations/Management
Industry Medical Practice
Experience
Avis Budget Group February 2014 - Present
CVS Caremark Corporation October 2013 - January 2014
Sprint Nextel 2003 - 2007
Fidelity Investments September 2000 - February 2002
Skills
New Business Development, Team Leadership, Public Speaking, Business Strategy, Strategic Planning, Project Management, Customer Service, Management, Risk Management, Financial Analysis, Vendor Management, Process Improvement, Analysis, Business Analysis, Technical Support, Leadership, Entrepreneurship, Business Planning, Marketing, Windows, Contract Negotiation, Start-ups, Budgets, Team Building, Networking, Accounting, Wireless, Sales Management, Microsoft Office, Sales, Product Marketing, Retail, Teamwork, Consulting, Microsoft Word, E-commerce, English, Time Management, Banking, Operations Management, Account Management, Management Consulting, Training
Education
Fortis Institute 2015 — 2016
CMA - (Certified Medical Assistant), Medical - Hospital - Gardiology, 17
The University of Texas at Arlington - College of Business Administration 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Lawrence D. Bell High School 1984 — 1987
High School Diploma, College Preparatory
Avis Budget Group February 2014 - Present
CVS Caremark Corporation October 2013 - January 2014
Sprint Nextel 2003 - 2007
Fidelity Investments September 2000 - February 2002
Skills
New Business Development, Team Leadership, Public Speaking, Business Strategy, Strategic Planning, Project Management, Customer Service, Management, Risk Management, Financial Analysis, Vendor Management, Process Improvement, Analysis, Business Analysis, Technical Support, Leadership, Entrepreneurship, Business Planning, Marketing, Windows, Contract Negotiation, Start-ups, Budgets, Team Building, Networking, Accounting, Wireless, Sales Management, Microsoft Office, Sales, Product Marketing, Retail, Teamwork, Consulting, Microsoft Word, E-commerce, English, Time Management, Banking, Operations Management, Account Management, Management Consulting, Training
Education
Fortis Institute 2015 — 2016
CMA - (Certified Medical Assistant), Medical - Hospital - Gardiology, 17
The University of Texas at Arlington - College of Business Administration 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Lawrence D. Bell High School 1984 — 1987
High School Diploma, College Preparatory
Nawvid Ahmed Nawvid Ahmed's Fidelity Investments Experience February 2012 - Present
Job Senior Audit Analyst Examinations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments October 2008 - June 2011
Fidelity Investments September 2007 - October 2008
Skills
Strong regulatory and..., Strong presentation and..., Ability to work on..., Demonstrated ability to..., Team player works...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2011
MS, Accounting
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, FINANCE
Fidelity Investments February 2012 - Present
Fidelity Investments June 2011 - February 2012
Fidelity Investments October 2008 - June 2011
Fidelity Investments September 2007 - October 2008
Skills
Strong regulatory and..., Strong presentation and..., Ability to work on..., Demonstrated ability to..., Team player works...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2011
MS, Accounting
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, FINANCE
P. Andrew Robinson, CFP®'s Fidelity Investments Experience May 2012 - May 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2013 - Present
Fidelity Investments May 2012 - May 2013
Fidelity Investments January 2011 - December 2011
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
University of South Florida 2008 — 2008
Finance, General
Paris Junior College 2006 — 2008
Robert W. Baird & Co. June 2013 - Present
Fidelity Investments May 2012 - May 2013
Fidelity Investments January 2011 - December 2011
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2010
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
University of South Florida 2008 — 2008
Finance, General
Paris Junior College 2006 — 2008
Susan Hallmark, CPA Susan Hallmark, CPA's Fidelity Investments Experience October 1997 - May 1998
Job Accounting Manager at Jones Lang LaSalle and Small Business Owner
Industry Commercial Real Estate
Experience
Jones Lang LaSalle July 2009 - Present
Jones Lang LaSalle June 2005 - July 2009
Policy Studies, Inc. - Contracted with the Workforce Solutions of West Central Texas November 2004 - May 2005
Davis Kinard & Co. PC May 2001 - November 2004
U.S. Department of Labor - USAF Audit Agency July 2000 - May 2001
Bank One, which is now Chase Bank July 1998 - June 2000
Fidelity Investments October 1997 - May 1998
Bank One, which is now Chase Bank April 1996 - August 1997
Skills
Account Reconciliation, General Ledger, Budgets, Auditing, Finance, Accounting, Accounts Payable, Financial Statements, Variance Analysis, Accruals, Accounts Receivable, Cash Management, Internal Controls, Invoicing, Management, Financial Reporting, Financial Analysis, GAAP, Analytic Thinking, Highly Detailed, Personnel Management, Microsoft Office, JDE One World, Kardin Budget System, SharePoint, Highly self-motivated, Forecasting, Journal Entries, Retail Property Lease..., Retail Sales Analysis, Leadership, Personnel Evaluation
Education
McMurry University 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Arlington 1997 — 1998
Accounting
Cisco Junior College 1995 — 1997
Jones Lang LaSalle July 2009 - Present
Jones Lang LaSalle June 2005 - July 2009
Policy Studies, Inc. - Contracted with the Workforce Solutions of West Central Texas November 2004 - May 2005
Davis Kinard & Co. PC May 2001 - November 2004
U.S. Department of Labor - USAF Audit Agency July 2000 - May 2001
Bank One, which is now Chase Bank July 1998 - June 2000
Fidelity Investments October 1997 - May 1998
Bank One, which is now Chase Bank April 1996 - August 1997
Skills
Account Reconciliation, General Ledger, Budgets, Auditing, Finance, Accounting, Accounts Payable, Financial Statements, Variance Analysis, Accruals, Accounts Receivable, Cash Management, Internal Controls, Invoicing, Management, Financial Reporting, Financial Analysis, GAAP, Analytic Thinking, Highly Detailed, Personnel Management, Microsoft Office, JDE One World, Kardin Budget System, SharePoint, Highly self-motivated, Forecasting, Journal Entries, Retail Property Lease..., Retail Sales Analysis, Leadership, Personnel Evaluation
Education
McMurry University 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Arlington 1997 — 1998
Accounting
Cisco Junior College 1995 — 1997
Diana Beyzer Diana Beyzer's Fidelity Investments Experience 2006 - 2009
Job Retirement Services Implementation Project and Relationship Management Professional
Industry Financial Services
Experience
AIG - VALIC January 2013 - June 2014
Self Employed 2011 - 2012
Charles Schwab 2010 - 2011
Ebby Halliday Realtors 2009 - 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1997 - 1999
Texas Instruments 1996 - 1997
Skills
CRM, Management, 401k, Retirement, Leadership, 403 b, 457 Plans, Religious Organizations, Project Management, Consulting, Defined Contribution
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 1999
MBA, Finance & Marketing
The University of Texas at Austin 1992 — 1996
BBA, Finance
Champions School of Real Estate
Real Estate
AIG - VALIC January 2013 - June 2014
Self Employed 2011 - 2012
Charles Schwab 2010 - 2011
Ebby Halliday Realtors 2009 - 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1997 - 1999
Texas Instruments 1996 - 1997
Skills
CRM, Management, 401k, Retirement, Leadership, 403 b, 457 Plans, Religious Organizations, Project Management, Consulting, Defined Contribution
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 1999
MBA, Finance & Marketing
The University of Texas at Austin 1992 — 1996
BBA, Finance
Champions School of Real Estate
Real Estate
Katie Laughlin Katie Laughlin's Fidelity Investments Experience June 2010 - June 2011
Job Actuary
Industry Accounting
Experience
Aon Hewitt September 2014 - Present
EY July 2011 - August 2014
Fidelity Investments June 2010 - June 2011
Buck Consultants June 2009 - August 2009
Buck Consultants June 2008 - August 2008
Skills
Actuarial Science, Enterprise Risk..., Pensions, Risk Management
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (BS), Mathematics
Aon Hewitt September 2014 - Present
EY July 2011 - August 2014
Fidelity Investments June 2010 - June 2011
Buck Consultants June 2009 - August 2009
Buck Consultants June 2008 - August 2008
Skills
Actuarial Science, Enterprise Risk..., Pensions, Risk Management
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Science (BS), Mathematics
Sasha Owens Sasha Owens's Fidelity Investments Experience August 2013 - Present
Job Retirement Solutions Representative
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Creating & Managing Wealth, LLC April 2012 - May 2013
NCH December 2011 - April 2012
The Simplifiers Event Planning September 2011 - December 2011
University of Texas at Austin August 2009 - December 2011
The University of Texas at Austin August 2007 - December 2011
Alzheimer's Association, Capital of Austin Chapter January 2011 - May 2011
Education
The University of Texas at Austin 2007 — 2011
Human Development, Natural Sciences
Fidelity Investments August 2013 - Present
Creating & Managing Wealth, LLC April 2012 - May 2013
NCH December 2011 - April 2012
The Simplifiers Event Planning September 2011 - December 2011
University of Texas at Austin August 2009 - December 2011
The University of Texas at Austin August 2007 - December 2011
Alzheimer's Association, Capital of Austin Chapter January 2011 - May 2011
Education
The University of Texas at Austin 2007 — 2011
Human Development, Natural Sciences
Alicia Stover Alicia Stover's Fidelity Investments Experience January 2015 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
Dexter Keuss Dexter Keuss's Fidelity Investments Experience June 2011 - November 2012
Job Millennium Vegas Parties
Industry Events Services
Experience
Millennium Vegas Parties November 2008 - Present
Fidelity Investments June 2011 - November 2012
Ameristar Information Network January 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Business Development, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Risk Management, Valuation, Corporate Finance, Financial Reporting, Strategic Financial..., Accounting, Strategic Planning, Budgets, Derivatives, Securities, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2011
Bachelor of Business Administration, Finance
LSU
Millennium Vegas Parties November 2008 - Present
Fidelity Investments June 2011 - November 2012
Ameristar Information Network January 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Business Development, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Risk Management, Valuation, Corporate Finance, Financial Reporting, Strategic Financial..., Accounting, Strategic Planning, Budgets, Derivatives, Securities, Analysis
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2011
Bachelor of Business Administration, Finance
LSU
Marta Stewart Marta Stewart's Fidelity Investments Experience December 1998 - March 2000
Job Senior Software Developer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2013 - Present
Globalware Solutions November 2009 - August 2012
Globalware Solutions November 2005 - May 2009
Massachusetts Department of Education September 2000 - September 2002
Putnam Investments March 2000 - August 2000
Fidelity Investments December 1998 - March 2000
Sun Microsystems 1997 - 1998
Bit Group August 1996 - January 1997
Motorola Semiconductor May 1993 - June 1994
Digital Equipment Corporation November 1989 - May 1993
Skills
Microsoft SQL Server, Oracle, Integration, Software Development, JavaScript, Linux, Requirements Analysis, E-commerce, Subversion, SQL, PHP, Unix, SaaS, jQuery, CSS, Web Development, Java, AJAX, Java Enterprise Edition, Perl, Supply Chain, Web Services, Web Applications, SDLC, XML, Database Design, Apache, Databases, RESTful WebServices, Web 2.0 Development, Dojo, Ubuntu, REST, Agile Methodologies, Distributed Systems, Software Engineering
Education
The University of Texas at Austin
BA, Computer Science
Liberty Mutual Insurance May 2013 - Present
Globalware Solutions November 2009 - August 2012
Globalware Solutions November 2005 - May 2009
Massachusetts Department of Education September 2000 - September 2002
Putnam Investments March 2000 - August 2000
Fidelity Investments December 1998 - March 2000
Sun Microsystems 1997 - 1998
Bit Group August 1996 - January 1997
Motorola Semiconductor May 1993 - June 1994
Digital Equipment Corporation November 1989 - May 1993
Skills
Microsoft SQL Server, Oracle, Integration, Software Development, JavaScript, Linux, Requirements Analysis, E-commerce, Subversion, SQL, PHP, Unix, SaaS, jQuery, CSS, Web Development, Java, AJAX, Java Enterprise Edition, Perl, Supply Chain, Web Services, Web Applications, SDLC, XML, Database Design, Apache, Databases, RESTful WebServices, Web 2.0 Development, Dojo, Ubuntu, REST, Agile Methodologies, Distributed Systems, Software Engineering
Education
The University of Texas at Austin
BA, Computer Science
Jarom Hulet Jarom Hulet's Fidelity Investments Experience August 2015 - Present
Job Pricing Analyst II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments September 2014 - August 2015
Skills
Series 7, Series 63, Financial Analysis, Microsoft Excel, Microsoft Word, Market Research, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Team Leadership, Team Building, Leadership, English, Windows
Education
The University of Texas at Austin 2012 — 2014
Bachelor's Degree, Economics, 3.9
Fidelity Investments August 2015 - Present
Fidelity Investments September 2014 - August 2015
Skills
Series 7, Series 63, Financial Analysis, Microsoft Excel, Microsoft Word, Market Research, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Team Leadership, Team Building, Leadership, English, Windows
Education
The University of Texas at Austin 2012 — 2014
Bachelor's Degree, Economics, 3.9
Sharan Sharalaya Sharan Sharalaya's Fidelity Investments Experience December 2012 - Present
Job Senior Software Engineer/Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments December 2012 - Present
ZeOmega December 2009 - December 2012
ZeOmega June 2009 - January 2010
Office of Information Technology, UT Arlington December 2007 - May 2009
Skills
Python, Git, XML, SQL, SQLAlchemy, Subversion, Linux, Vim, Ubuntu, EDI, ETL
Education
The University of Texas at Arlington 2007 — 2009
Masters, Electrical Engineering
Visvesvaraya Technological University 2003 — 2007
B.E, Telecommunications
Fidelity Investments December 2012 - Present
ZeOmega December 2009 - December 2012
ZeOmega June 2009 - January 2010
Office of Information Technology, UT Arlington December 2007 - May 2009
Skills
Python, Git, XML, SQL, SQLAlchemy, Subversion, Linux, Vim, Ubuntu, EDI, ETL
Education
The University of Texas at Arlington 2007 — 2009
Masters, Electrical Engineering
Visvesvaraya Technological University 2003 — 2007
B.E, Telecommunications
Larry Tellef Larry Tellef's Fidelity Investments Experience January 2012 - July 2013
Job IT Security Analyst at AIG
Industry Information Technology and Services
Experience
AIG July 2014 - Present
AIG December 2013 - Present
AIG 2014 - 2014
Fidelity Investments January 2012 - July 2013
Sabre Holdings January 2011 - January 2012
Microsoft Corporation July 2008 - January 2011
Microsoft Corporation 2004 - July 2008
Microsoft Corporation 2002 - 2004
Skills
Program Management, Operations Management, Process Improvement, Vendor Management, Business Intelligence, Risk Management, PMO, Strategy, Project Management, Analysis, SharePoint, Troubleshooting, Product Management, Projects, Training, Outsourcing
Education
The University of Texas at Arlington - College of Business Administration
BBA, Management
AIG July 2014 - Present
AIG December 2013 - Present
AIG 2014 - 2014
Fidelity Investments January 2012 - July 2013
Sabre Holdings January 2011 - January 2012
Microsoft Corporation July 2008 - January 2011
Microsoft Corporation 2004 - July 2008
Microsoft Corporation 2002 - 2004
Skills
Program Management, Operations Management, Process Improvement, Vendor Management, Business Intelligence, Risk Management, PMO, Strategy, Project Management, Analysis, SharePoint, Troubleshooting, Product Management, Projects, Training, Outsourcing
Education
The University of Texas at Arlington - College of Business Administration
BBA, Management
Nik Pineider Nik Pineider's Fidelity Investments Experience April 2011 - Present
Job Trading Execution Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Neighborhood Credit Union September 2010 - April 2011
Costco Wholesale June 2005 - January 2009
Quality Motorsports August 2007 - June 2008
Education
The University of Texas at Arlington - College of Business 2007 — 2010
Bachelors of Science, Economics
Fidelity Investments April 2011 - Present
Neighborhood Credit Union September 2010 - April 2011
Costco Wholesale June 2005 - January 2009
Quality Motorsports August 2007 - June 2008
Education
The University of Texas at Arlington - College of Business 2007 — 2010
Bachelors of Science, Economics
Nick Dant Nick Dant's Fidelity Investments Experience June 2015 - August 2015
Job Student at The University of Texas at Austin
Industry Computer Software
Experience
Fidelity Investments June 2015 - August 2015
Skills
Java, HTML, JavaScript, jQuery, CSS, Python, C, SQL, C++
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Fidelity Investments June 2015 - August 2015
Skills
Java, HTML, JavaScript, jQuery, CSS, Python, C, SQL, C++
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Science (B.S.), Computer Science
Jim Gardner Jim Gardner's Fidelity Investments Experience 1987 - 1997
Job Keynote Speaker | High Performance Coach | Culture Consultant It’s time to connect!
Industry Professional Training & Coaching
Experience
JimGardnerLive 2010 - Present
Levi Strauss & Co. 2009 - August 2010
Levi Strauss & Co. 2007 - 2009
Levi Strauss & Co. 2002 - 2006
Levi Strauss & Co. 1998 - 2001
Fidelity Investments 1987 - 1997
LD Brinkman 1985 - 1986
Tandy Corporation 1984 - 1985
HVC Corp. 1982 - 1983
Pizza Hut 1979 - 1981
Skills
Leadership, Coaching, Public Speaking, Executive Coaching, Organizational Culture, Organizational..., Strategic Vision, Leadership Development, Management Consulting, Entrepreneurship, Thought Leadership, Strategic Planning, Team Building, Organizational..., Business Planning, Sales Management, Team Leadership, Business Intelligence, Business Development, Business Strategy, Cross-functional Team..., Strategy, Executive Management, Personal Branding, Social Networking, Program Management, Small Business, Marketing, Change Management, New Business Development, Selling, Online Marketing, Training, Marketing Strategy, Project Management, Strategic Partnerships, Business Process..., Business Analysis, Retail, Process Improvement, CRM, Sales, Negotiation, Outsourcing, Project Planning, E-commerce, Start-ups, Customer Service, Vendor Management
Education
The University of Texas at Arlington - College of Business 1985 — 1987
Business
Wichita State University 1975 — 1979
BA, Business
JimGardnerLive 2010 - Present
Levi Strauss & Co. 2009 - August 2010
Levi Strauss & Co. 2007 - 2009
Levi Strauss & Co. 2002 - 2006
Levi Strauss & Co. 1998 - 2001
Fidelity Investments 1987 - 1997
LD Brinkman 1985 - 1986
Tandy Corporation 1984 - 1985
HVC Corp. 1982 - 1983
Pizza Hut 1979 - 1981
Skills
Leadership, Coaching, Public Speaking, Executive Coaching, Organizational Culture, Organizational..., Strategic Vision, Leadership Development, Management Consulting, Entrepreneurship, Thought Leadership, Strategic Planning, Team Building, Organizational..., Business Planning, Sales Management, Team Leadership, Business Intelligence, Business Development, Business Strategy, Cross-functional Team..., Strategy, Executive Management, Personal Branding, Social Networking, Program Management, Small Business, Marketing, Change Management, New Business Development, Selling, Online Marketing, Training, Marketing Strategy, Project Management, Strategic Partnerships, Business Process..., Business Analysis, Retail, Process Improvement, CRM, Sales, Negotiation, Outsourcing, Project Planning, E-commerce, Start-ups, Customer Service, Vendor Management
Education
The University of Texas at Arlington - College of Business 1985 — 1987
Business
Wichita State University 1975 — 1979
BA, Business
Derek Soliz Derek Soliz's Fidelity Investments Experience June 2007 - October 2008
Job Financial Advisor at Fulcrum Equity Management
Industry Financial Services
Experience
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Fulcrum Equity Management July 2015 - Present
Merrill Edge December 2014 - July 2015
Williams Financial Group March 2014 - November 2014
Williams Financial Group August 2011 - February 2014
Williams Financial Group August 2010 - August 2011
TD Ameritrade Institutional February 2010 - August 2010
JP Morgan Chase October 2008 - February 2010
Fidelity Investments June 2007 - October 2008
John Deere October 2004 - May 2007
Skills
Series 63, Series 66, Series 6, Series 7, Uniform Combined State..., Financial Services, 401k, Retirement Planning, Financial Advisory, Securities, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Investments, Portfolio Management, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Financial Modeling, Finance, Microsoft Word, Sales, Salesforce.com, PowerPoint, Orion, Separately Managed..., RIA, Envestnet, Money Guide Pro, Streetscape, Strategic Financial..., Equities, Asset Management, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory, ETFs, Financial Planning
Education
The University of Texas at Arlington - College of Business Administration 2003 — 2007
BBA, Finance
Ryan Spurlock Ryan Spurlock's Fidelity Investments Experience January 2005 - August 2005
Job Mutual Fund Trading Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2013 - Present
TD Ameritrade January 2011 - January 2013
TD Ameritrade November 2007 - January 2011
Bear Stearns Residential Mtg March 2007 - November 2007
Bank of America June 2006 - March 2007
La Quinta Inns & Suites August 2005 - June 2006
Fidelity Investments January 2005 - August 2005
Education
The University of Texas at Arlington 2000 — 2006
Bachelor of Science (B.S.), Economics
TD Ameritrade January 2013 - Present
TD Ameritrade January 2011 - January 2013
TD Ameritrade November 2007 - January 2011
Bear Stearns Residential Mtg March 2007 - November 2007
Bank of America June 2006 - March 2007
La Quinta Inns & Suites August 2005 - June 2006
Fidelity Investments January 2005 - August 2005
Education
The University of Texas at Arlington 2000 — 2006
Bachelor of Science (B.S.), Economics
Will Angus Will Angus's Fidelity Investments Experience February 2005 - January 2015
Job Financial and Retirement Advisor at Retirement Plan Management (rpm)
Industry Financial Services
Experience
Retirement Plan Management (rpm) May 2015 - Present
Fidelity Investments February 2005 - January 2015
Skills
Investments, Financial Services, Retirement Planning, Mutual Funds, Risk Management, Sales, Finance, Portfolio Management, Financial Planning, Series 7, 401k, Retirement, Marketing, Strategic Planning, Project Management
Education
The University of Texas at Arlington 1988 — 1992
BBA, Marketing
Tyler Junior College 1987 — 1987
Nolan High School 1983 — 1986
Retirement Plan Management (rpm) May 2015 - Present
Fidelity Investments February 2005 - January 2015
Skills
Investments, Financial Services, Retirement Planning, Mutual Funds, Risk Management, Sales, Finance, Portfolio Management, Financial Planning, Series 7, 401k, Retirement, Marketing, Strategic Planning, Project Management
Education
The University of Texas at Arlington 1988 — 1992
BBA, Marketing
Tyler Junior College 1987 — 1987
Nolan High School 1983 — 1986
Jason Flynn Jason Flynn's Fidelity Investments Experience August 2001 - July 2003
Job Business Analyst at CONEXIS, a division of WageWorks, Inc.
Industry Information Technology and Services
Experience
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
Jayaswor Shrestha Jayaswor Shrestha's Fidelity Investments Experience July 2011 - Present
Job Graduate of University of Texas at Arlington
Industry Information Technology and Services
Experience
Fidelity Investments July 2011 - Present
Skills
Databases, Oracle, SQL, Business Intelligence, PL/SQL, Informatica, Linux, OBIEE
Education
The University of Texas at Arlington - College of Business 2009 — 2011
Bachelors, Information Technology
Fidelity Investments July 2011 - Present
Skills
Databases, Oracle, SQL, Business Intelligence, PL/SQL, Informatica, Linux, OBIEE
Education
The University of Texas at Arlington - College of Business 2009 — 2011
Bachelors, Information Technology
Jacob Cantu Jacob Cantu's Fidelity Investments Experience June 2013 - August 2013
Job Analyst at Frost Bank
Industry Financial Services
Experience
Frost Bank June 2015 - Present
Garden & Co February 2014 - May 2014
Community Tax Centers January 2014 - April 2014
Undergraduate Admissions Office August 2012 - February 2014
Fidelity Investments June 2013 - August 2013
Microventures May 2012 - August 2012
I.B.C Bank May 2010 - August 2010
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Bookkeeping, Microsoft Access, Interpersonal Skill, Intrapersonal Skills, Technical Analysis, Time Management, US GAAP, Options Strategies, Foreign Exchange, Efficient Markets, Futures Trading, Portfolio Optimization
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Finance
The University of Texas at San Antonio 2010 — 2011
Bachelor, Biology
Frost Bank June 2015 - Present
Garden & Co February 2014 - May 2014
Community Tax Centers January 2014 - April 2014
Undergraduate Admissions Office August 2012 - February 2014
Fidelity Investments June 2013 - August 2013
Microventures May 2012 - August 2012
I.B.C Bank May 2010 - August 2010
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Bookkeeping, Microsoft Access, Interpersonal Skill, Intrapersonal Skills, Technical Analysis, Time Management, US GAAP, Options Strategies, Foreign Exchange, Efficient Markets, Futures Trading, Portfolio Optimization
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Finance
The University of Texas at San Antonio 2010 — 2011
Bachelor, Biology
Ben Keeler Ben Keeler's Fidelity Investments Experience 1996 - 1998
Job Director at Citisoft, Inc.
Industry Investment Management
Experience
Citisoft, Inc. June 2007 - Present
Cutter Associates January 2004 - June 2007
Macgregor 2000 - 2004
PwC Consulting January 1998 - June 2000
Fidelity Investments 1996 - 1998
Skills
Asset Management, Business Strategy, Management Consulting, Research, Order Management, Leadership, Investment Management, Project Management, Strategy, Financial Services, Portfolio Management, Electronic Trading, Asset Managment, Trading Systems, Equities, Fixed Income, Business Analysis, Investments, Hedge Funds, Management, Risk Management, Derivatives, Consulting
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics, Government
Citisoft, Inc. June 2007 - Present
Cutter Associates January 2004 - June 2007
Macgregor 2000 - 2004
PwC Consulting January 1998 - June 2000
Fidelity Investments 1996 - 1998
Skills
Asset Management, Business Strategy, Management Consulting, Research, Order Management, Leadership, Investment Management, Project Management, Strategy, Financial Services, Portfolio Management, Electronic Trading, Asset Managment, Trading Systems, Equities, Fixed Income, Business Analysis, Investments, Hedge Funds, Management, Risk Management, Derivatives, Consulting
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics, Government
Randy Woertendyke Randy Woertendyke's Fidelity Investments Experience February 2008 - Present
Job Director of Risk Corporate Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2008 - Present
Self-Employed Futures Trader January 2006 - February 2008
Stanford Group Company January 2002 - January 2006
Various Broker/Dealers January 1995 - January 2002
Various Consulting Organizations May 1981 - January 1995
Skills
Risk, Equities, Securities, Investments, Mutual Funds, Financial Risk, Information Technology..., Workforce Planning, Project Management, Financial Analysis, market making, Institutional..., Equity Trading, Investment Compliance, Operations Management, Risk Management, Investment Research, Securities Lending, Lean Tools, Staff..., Exceptional People..., Business Strategy, Long Term Business..., Strategic Thinking, Mentoring Of Staff, Financial Services, Finance, Trading
Education
The University of Texas at Arlington 1976 — 1981
Bachelor of Science, Computer Science and Engineering
Fidelity Investments February 2008 - Present
Self-Employed Futures Trader January 2006 - February 2008
Stanford Group Company January 2002 - January 2006
Various Broker/Dealers January 1995 - January 2002
Various Consulting Organizations May 1981 - January 1995
Skills
Risk, Equities, Securities, Investments, Mutual Funds, Financial Risk, Information Technology..., Workforce Planning, Project Management, Financial Analysis, market making, Institutional..., Equity Trading, Investment Compliance, Operations Management, Risk Management, Investment Research, Securities Lending, Lean Tools, Staff..., Exceptional People..., Business Strategy, Long Term Business..., Strategic Thinking, Mentoring Of Staff, Financial Services, Finance, Trading
Education
The University of Texas at Arlington 1976 — 1981
Bachelor of Science, Computer Science and Engineering
Ramiza Saiyed Ramiza Saiyed's Fidelity Investments Experience August 2007 - January 2010
Job Health Plan Analyst at Care N' Care Insurance Company
Industry Hospital & Health Care
Experience
Care N' Care Insurance Company April 2011 - Present
Fidelity Investments August 2007 - January 2010
North Hills Hospital August 2004 - January 2010
Skills
Health Insurance, Insurance, Data Analysis, Analysis, Business Analysis, Policy, Microsoft Office, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Word, Medicare, Medicare Part D, Medicare Prescription..., Medicare Advantage, Pharmacy
Education
The University of Texas at Dallas 2010 — 2012
Master's degree, Health/Health Care Administration/Management
The University of Texas at Arlington 2003 — 2006
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Care N' Care Insurance Company April 2011 - Present
Fidelity Investments August 2007 - January 2010
North Hills Hospital August 2004 - January 2010
Skills
Health Insurance, Insurance, Data Analysis, Analysis, Business Analysis, Policy, Microsoft Office, Process Improvement, Microsoft Excel, Strategic Planning, Microsoft Word, Medicare, Medicare Part D, Medicare Prescription..., Medicare Advantage, Pharmacy
Education
The University of Texas at Dallas 2010 — 2012
Master's degree, Health/Health Care Administration/Management
The University of Texas at Arlington 2003 — 2006
Bachelor of Science (B.S.), Biology/Biological Sciences, General
sumeet kaur sumeet kaur's Fidelity Investments Experience January 2015 - Present
Job Student at The University of Texas at Arlington
Industry Computer Software
Experience
Fidelity Investments January 2015 - Present
Skills
Android Development, Web Development, Database Design, Software Project..., Software Documentation, XML, MySQL, Databases, C
Education
The University of Texas at Arlington 2009 — 2014
Bachelor's degree, Software Engineering
Fidelity Investments January 2015 - Present
Skills
Android Development, Web Development, Database Design, Software Project..., Software Documentation, XML, MySQL, Databases, C
Education
The University of Texas at Arlington 2009 — 2014
Bachelor's degree, Software Engineering
Susan Dunleavy Susan Dunleavy's Fidelity Investments Experience May 1990 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1990 - Present
TD Ameritrade January 2010 - December 2011
Fidelity Investments July 2004 - February 2009
Fidelity Investments September 2003 - July 2004
Fidelity Investments July 2001 - September 2003
Fidelity Investments December 1999 - July 2001
Fidelity Investments November 1996 - December 1999
Fidelity Investments June 1993 - November 1996
Fidelity Investments November 1990 - June 1993
Fidelity Investments April 1989 - November 1990
Skills
Strategy, Six Sigma, Human Resources, Customer Service, Series 7, Series 63, Mutual Funds, 401k, Financial Services, Asset Allocation, Retirement, Securities, Relationship Management, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Process Improvement, Risk Management
Education
The University of Texas at Arlington
BBA, Finance
BBA-Finance
Bachelor of Science (BSc), Finance
Lamar High School, Arlington, TX
Fidelity Investments May 1990 - Present
TD Ameritrade January 2010 - December 2011
Fidelity Investments July 2004 - February 2009
Fidelity Investments September 2003 - July 2004
Fidelity Investments July 2001 - September 2003
Fidelity Investments December 1999 - July 2001
Fidelity Investments November 1996 - December 1999
Fidelity Investments June 1993 - November 1996
Fidelity Investments November 1990 - June 1993
Fidelity Investments April 1989 - November 1990
Skills
Strategy, Six Sigma, Human Resources, Customer Service, Series 7, Series 63, Mutual Funds, 401k, Financial Services, Asset Allocation, Retirement, Securities, Relationship Management, Investments, Portfolio Management, Wealth Management, Strategic Financial..., Asset Managment, Process Improvement, Risk Management
Education
The University of Texas at Arlington
BBA, Finance
BBA-Finance
Bachelor of Science (BSc), Finance
Lamar High School, Arlington, TX
Sandra Ann Sutter Sandra Ann Sutter's Fidelity Investments Experience 1993 - 1997
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
LPL Financial March 2015 - Present
Broker Dealer August 2012 - September 2013
Pointe Atlantic, Inc January 2012 - June 2012
MassMutual Financial Group 2004 - 2008
E*TRADE Financial 2001 - 2003
Bank of America August 1997 - July 1999
Fidelity Investments 1993 - 1997
Skills
FINRA, Series 24, Series 7, Securities, AML, Mutual Funds, Investment Advisory, Wealth Management, Investments, Alternative Investments, Risk Management, Retirement Planning, Series 63, Asset Managment, OFAC, KYC, USA PATRIOT Act, Equities, Hedge Funds, Series 65, Asset Allocation, Uniform Combined State..., Trading, Financial Services, Financial Risk, Fixed Income, Capital Markets, Options, Banking, Portfolio Management, Fixed Annuities, Brokerage, Due Diligence, Strategic Financial..., Derivatives, Investment Banking, Financial Markets, Prime Brokerage, Operational Risk, Bonds, Investment Management, Bank Secrecy Act, Retirement, Financial Regulation, Bloomberg, Anti Money Laundering, Securities Regulation, Private Banking, ETFs, Operational Risk...
Education
The University of Texas at Arlington 1985 — 1990
Bachelor of Arts (B.A.)
Trae Schultz, CFP® Trae Schultz, CFP®'s Fidelity Investments Experience April 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Shawna Watson Shawna Watson's Fidelity Investments Experience May 2006 - May 2009
Job Product Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2011 - Present
TD Ameritrade May 2009 - May 2011
Fidelity Investments May 2006 - May 2009
Fidelity Investments November 2004 - May 2006
MD Buyline November 1998 - November 2003
Skills
Series 7, 401k, Coaching, Project Management, Leadership, Asset Management, Retirement, Investment Advisory, Portfolio Management, Business Development, Business Analysis, Uniform Combined State..., Mutual Funds, Investments, Series 24, Series 63, Sales Management, Management, Account Management, Strategic Planning, Securities, Team Building, Marketing
Education
Texas A&M University-Commerce 2001 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
The University of Texas at Arlington - College of Business Administration
BS, Mgt Information Systems
TD Ameritrade May 2011 - Present
TD Ameritrade May 2009 - May 2011
Fidelity Investments May 2006 - May 2009
Fidelity Investments November 2004 - May 2006
MD Buyline November 1998 - November 2003
Skills
Series 7, 401k, Coaching, Project Management, Leadership, Asset Management, Retirement, Investment Advisory, Portfolio Management, Business Development, Business Analysis, Uniform Combined State..., Mutual Funds, Investments, Series 24, Series 63, Sales Management, Management, Account Management, Strategic Planning, Securities, Team Building, Marketing
Education
Texas A&M University-Commerce 2001 — 2002
Master of Business Administration (M.B.A.), Business/Commerce, General
The University of Texas at Arlington - College of Business Administration
BS, Mgt Information Systems
Marie Jacome Marie Jacome's Fidelity Investments Experience 2006 - 2009
Job VP, Scoring and Data Analytics
Industry Financial Services
Experience
Citi October 2013 - Present
Belmont Group December 2012 - October 2013
JPMorgan Chase May 2010 - December 2012
University of Texas at Arlington 2010 - December 2012
Penson Financial Services 2009 - 2009
Fidelity Investments 2006 - 2009
Skills
Data Analysis, Financial Modeling, Financial Analysis, Investments, Statistics, Quantitative Analytics, Analysis, VBA, Portfolio Management, Economics, Valuation, Corporate Finance
Education
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance, General
Citi October 2013 - Present
Belmont Group December 2012 - October 2013
JPMorgan Chase May 2010 - December 2012
University of Texas at Arlington 2010 - December 2012
Penson Financial Services 2009 - 2009
Fidelity Investments 2006 - 2009
Skills
Data Analysis, Financial Modeling, Financial Analysis, Investments, Statistics, Quantitative Analytics, Analysis, VBA, Portfolio Management, Economics, Valuation, Corporate Finance
Education
The University of Texas at Arlington - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance, General
Bianca Sauceda Bianca Sauceda's Fidelity Investments Experience September 2007 - December 2008
Job SEO Specialist at iProspect
Industry Marketing and Advertising
Experience
iProspect March 2014 - Present
[Beat]en Senseless: A Documentary on Austin Beat Music Culture October 2011 - Present
Craig Paulson Photography November 2013 - March 2014
Werd Recording Enterprises June 2012 - August 2013
Scottrade June 2009 - March 2013
Fidelity Investments September 2007 - December 2008
Best Buy February 2006 - September 2007
Skills
Marketing Strategy, Social Media Marketing, Brand Awareness, Advertising, Media Buying, Customer Service, Online Advertising, Marketing Communications, Social Media, Film Production, Radio, Blogging, Media Planning, SEO, Series 6, Publicity, Marketing Management, 401k, Branding Initiatives, Creative Management, Independent Film, Brand Management, Finance, Production Budgeting, Crowdfunding, Campaigns, Live Events, Live Sound, Mutual Funds, 401k Rollovers, Facebook, Digital Marketing, Online Marketing, Google Analytics
Education
The University of Texas at Austin 2010 — 2013
Advertising, B.S., McCombs Texas Business Foundations Certificate
iProspect March 2014 - Present
[Beat]en Senseless: A Documentary on Austin Beat Music Culture October 2011 - Present
Craig Paulson Photography November 2013 - March 2014
Werd Recording Enterprises June 2012 - August 2013
Scottrade June 2009 - March 2013
Fidelity Investments September 2007 - December 2008
Best Buy February 2006 - September 2007
Skills
Marketing Strategy, Social Media Marketing, Brand Awareness, Advertising, Media Buying, Customer Service, Online Advertising, Marketing Communications, Social Media, Film Production, Radio, Blogging, Media Planning, SEO, Series 6, Publicity, Marketing Management, 401k, Branding Initiatives, Creative Management, Independent Film, Brand Management, Finance, Production Budgeting, Crowdfunding, Campaigns, Live Events, Live Sound, Mutual Funds, 401k Rollovers, Facebook, Digital Marketing, Online Marketing, Google Analytics
Education
The University of Texas at Austin 2010 — 2013
Advertising, B.S., McCombs Texas Business Foundations Certificate
Rob Shawhan's Fidelity Investments Experience June 2007 - December 2008
Job Author / Developer of GraphPad Sketcher for the iPad at Sole Proprietorship
Industry Information Technology and Services
Experience
Software Developer / Sole Proprietor November 2010 - Present
Credit Suisse April 2010 - November 2010
Oracle Corporation April 2009 - August 2010
Cubist 2009 - 2009
Fidelity Investments June 2007 - December 2008
Genentech April 2006 - November 2006
INC Research 2005 - 2006
Purdue Pharma 2001 - 2003
Pfizer 1998 - 2000
Skills
PL/SQL, Oracle, Requirements Gathering, SDLC, Architecture, Servers, Agile Methodologies, Unix, XML, Data Warehousing, Software Documentation
Education
The University of Texas at Austin 1982 — 1984
Software Developer / Sole Proprietor November 2010 - Present
Credit Suisse April 2010 - November 2010
Oracle Corporation April 2009 - August 2010
Cubist 2009 - 2009
Fidelity Investments June 2007 - December 2008
Genentech April 2006 - November 2006
INC Research 2005 - 2006
Purdue Pharma 2001 - 2003
Pfizer 1998 - 2000
Skills
PL/SQL, Oracle, Requirements Gathering, SDLC, Architecture, Servers, Agile Methodologies, Unix, XML, Data Warehousing, Software Documentation
Education
The University of Texas at Austin 1982 — 1984
James Cai, PMP's Fidelity Investments Experience February 1996 - September 1997
Job Manager of IT Project Portfolio Management
Industry Information Technology and Services
Experience
Mary Kay Inc. March 2011 - Present
Raytheon January 2008 - March 2011
Nortel Networks October 1999 - January 2008
Independent consulting September 1997 - September 1999
Fidelity Investments February 1996 - September 1997
Citicorp May 1994 - February 1996
Skills
ITIL, Six Sigma, Program Management, Project Management, Cross-functional Team..., SOA, Agile Methodologies, Scrum, Project Portfolio..., Process Improvement, Quality Assurance, Information Technology, Web Services, Microsoft SQL Server, Software Development, XML, Integration, PMP, Performance Management, People Development, PMO Development, SaaS, Cloud Applications, Infrastructure, Supervisory Skills, Team Management, Global Delivery, Vendor Management, Managing Project Budgets, Project Cost, Earned Value Management, PMBOK, Iso 9000
Education
The University of Texas at Austin 1991 — 1994
University of Texas at Dallas - Naveen Jindal School of Management
Mary Kay Inc. March 2011 - Present
Raytheon January 2008 - March 2011
Nortel Networks October 1999 - January 2008
Independent consulting September 1997 - September 1999
Fidelity Investments February 1996 - September 1997
Citicorp May 1994 - February 1996
Skills
ITIL, Six Sigma, Program Management, Project Management, Cross-functional Team..., SOA, Agile Methodologies, Scrum, Project Portfolio..., Process Improvement, Quality Assurance, Information Technology, Web Services, Microsoft SQL Server, Software Development, XML, Integration, PMP, Performance Management, People Development, PMO Development, SaaS, Cloud Applications, Infrastructure, Supervisory Skills, Team Management, Global Delivery, Vendor Management, Managing Project Budgets, Project Cost, Earned Value Management, PMBOK, Iso 9000
Education
The University of Texas at Austin 1991 — 1994
University of Texas at Dallas - Naveen Jindal School of Management
Swapna Bolisetty's Fidelity Investments Experience March 2008 - August 2010
Job ETL (BI team) at SoftLayer Technologies, Inc.
Industry Computer Software
Experience
SoftLayer Technologies, Inc. March 2012 - Present
Saxon Mortgage( Morgan Stanley) July 2010 - March 2012
Fidelity Investments March 2008 - August 2010
Comsys September 2006 - June 2007
Drive Financial Services 2006 - 2007
InfoTech Professionals June 2003 - September 2006
XO Communications 2005 - 2006
Skills
Data Marts, Business Intelligence..., Process Improvement, PL/SQL, OLAP, Microstrategy, Business Analysis, OBIEE, Informatica
Education
The University of Texas at Arlington
SoftLayer Technologies, Inc. March 2012 - Present
Saxon Mortgage( Morgan Stanley) July 2010 - March 2012
Fidelity Investments March 2008 - August 2010
Comsys September 2006 - June 2007
Drive Financial Services 2006 - 2007
InfoTech Professionals June 2003 - September 2006
XO Communications 2005 - 2006
Skills
Data Marts, Business Intelligence..., Process Improvement, PL/SQL, OLAP, Microstrategy, Business Analysis, OBIEE, Informatica
Education
The University of Texas at Arlington
Cynthia Long, PMP, LSS Black Belt's Fidelity Investments Experience September 2007 - January 2011
Job Customer Solutions Manager at Cisco
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
MetLife April 2014 - August 2014
Lenovo January 2011 - April 2014
Fidelity Investments September 2007 - January 2011
Veritude 2007 - 2008
IT Asset and Help Desk Consulting April 2005 - August 2007
Sempra Global May 2002 - April 2005
Skills
Lean Six Sigma Black..., Process Improvement, ITIL, Change Management, Asset Management, PMP, Vendor Management, SDLC, Program Management, MS Project, Project Planning, Metrics, Six Sigma, Team Leadership, Mentoring, Customer Relations, Team Building, Budgeting, Business Management, Cross-functional Team..., PMO, Project Portfolio..., Software Project..., Problem Solving, Process Automation, Resource Management, Process Development, Requirements Analysis, Business Process..., Risk Management, Strategic Planning, Business Intelligence, Operations Management, Negotiation, Analysis, Business Analysis, Visio, Outsourcing, Integration, Documentation, Requirements Gathering, Planning, Management, Business Process, Disaster Recovery, Process Engineering, Leadership, Security, IT Service Management, Quality Assurance
Education
The University of Texas at Austin 1982 — 1986
Bachelor's degree
Cisco August 2014 - Present
MetLife April 2014 - August 2014
Lenovo January 2011 - April 2014
Fidelity Investments September 2007 - January 2011
Veritude 2007 - 2008
IT Asset and Help Desk Consulting April 2005 - August 2007
Sempra Global May 2002 - April 2005
Skills
Lean Six Sigma Black..., Process Improvement, ITIL, Change Management, Asset Management, PMP, Vendor Management, SDLC, Program Management, MS Project, Project Planning, Metrics, Six Sigma, Team Leadership, Mentoring, Customer Relations, Team Building, Budgeting, Business Management, Cross-functional Team..., PMO, Project Portfolio..., Software Project..., Problem Solving, Process Automation, Resource Management, Process Development, Requirements Analysis, Business Process..., Risk Management, Strategic Planning, Business Intelligence, Operations Management, Negotiation, Analysis, Business Analysis, Visio, Outsourcing, Integration, Documentation, Requirements Gathering, Planning, Management, Business Process, Disaster Recovery, Process Engineering, Leadership, Security, IT Service Management, Quality Assurance
Education
The University of Texas at Austin 1982 — 1986
Bachelor's degree
Greg Gardiner's Fidelity Investments Experience April 2012 - Present
Job Senior Vice President, Group Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 2012 - Present
Aon Hewitt June 1989 - March 2012
Education
The University of Texas at Austin 1985 — 1989
Fidelity Investments April 2012 - Present
Aon Hewitt June 1989 - March 2012
Education
The University of Texas at Austin 1985 — 1989
Alphonsus Isibor's Fidelity Investments Experience August 2009 - March 2010
Job IT Program Manager
Industry Information Technology and Services
Experience
DIRECTV June 2015 - Present
DIRECTV December 2012 - Present
DIRECTV June 2010 - December 2012
Fidelity Investments August 2009 - March 2010
DIRECTV August 2006 - March 2009
Sabre Holdings January 2003 - July 2006
TXU 2001 - 2004
Skills
IT Operations, CRM, Business Analysis, SDLC, Integration, Process Improvement, Problem Solving, Vendor Management, Project Management, Business Intelligence
Education
The University of Texas at Arlington - College of Business 1999 — 2001
MS, Information Systems
DIRECTV June 2015 - Present
DIRECTV December 2012 - Present
DIRECTV June 2010 - December 2012
Fidelity Investments August 2009 - March 2010
DIRECTV August 2006 - March 2009
Sabre Holdings January 2003 - July 2006
TXU 2001 - 2004
Skills
IT Operations, CRM, Business Analysis, SDLC, Integration, Process Improvement, Problem Solving, Vendor Management, Project Management, Business Intelligence
Education
The University of Texas at Arlington - College of Business 1999 — 2001
MS, Information Systems
Roger Aveni's Fidelity Investments Experience March 1999 - January 2009
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1999 - January 2009
Skills
Agile Methodologies, Java Enterprise Edition, SOA, Software Project..., Software Development, Scrum, Enterprise Architecture
Education
The University of Texas at Austin 1969 — 1972
Engineer’s Degree, Electrical and Electronics Engineering
Fidelity Investments March 1999 - January 2009
Skills
Agile Methodologies, Java Enterprise Edition, SOA, Software Project..., Software Development, Scrum, Enterprise Architecture
Education
The University of Texas at Austin 1969 — 1972
Engineer’s Degree, Electrical and Electronics Engineering
Brett Tooley's Fidelity Investments Experience September 2012 - Present
Job Inheritor Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments February 2008 - September 2012
Fidelity Investments 2000 - 2008
fidelity 2000 - 2007
Education
The University of Texas at Dallas - School of Management 2004 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Arlington - College of Business 1995 — 2000
BBA, Marketing
Fidelity Investments September 2012 - Present
Fidelity Investments February 2008 - September 2012
Fidelity Investments 2000 - 2008
fidelity 2000 - 2007
Education
The University of Texas at Dallas - School of Management 2004 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Arlington - College of Business 1995 — 2000
BBA, Marketing
Russ Coalson's Fidelity Investments Experience April 2004 - December 2006
Job MultiFunctional Team Subject Matter Expert (MFT SME) at SAIC
Industry Defense & Space
Experience
SAIC February 2013 - Present
Newbold Advisors February 2012 - February 2013
UnitedHealthcare June 2011 - January 2012
Bankers Life and Casualty January 2010 - June 2011
Longview Capital Group June 2009 - January 2010
Merrill Lynch February 2007 - March 2009
AIG 2006 - 2007
Fidelity Investments April 2004 - December 2006
American Express Financial Advisors February 2003 - May 2004
Bank of America March 1997 - October 1998
Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement
Education
University of Colorado at Boulder 1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering
Colorado AeroTech 1995 — 1996
AAS/AOS, Aviation Science
The University of Texas at Arlington 1988 — 1995
Mechanical Engineering, Music
Sam Houston High School 1985 — 1988
Honors/Regents High School/Secondary Diploma Program
SAIC February 2013 - Present
Newbold Advisors February 2012 - February 2013
UnitedHealthcare June 2011 - January 2012
Bankers Life and Casualty January 2010 - June 2011
Longview Capital Group June 2009 - January 2010
Merrill Lynch February 2007 - March 2009
AIG 2006 - 2007
Fidelity Investments April 2004 - December 2006
American Express Financial Advisors February 2003 - May 2004
Bank of America March 1997 - October 1998
Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement
Education
University of Colorado at Boulder 1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering
Colorado AeroTech 1995 — 1996
AAS/AOS, Aviation Science
The University of Texas at Arlington 1988 — 1995
Mechanical Engineering, Music
Sam Houston High School 1985 — 1988
Honors/Regents High School/Secondary Diploma Program
Jessi (Kendall) Goostree's Fidelity Investments Experience 2007 - Present
Job Fund Accounting Manager
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Bloomberg, Strategic Financial...
Education
The University of Texas at Austin 2002 — 2006
Fidelity Investments 2007 - Present
Skills
Mutual Funds, Financial Analysis, Financial Modeling, Bloomberg, Strategic Financial...
Education
The University of Texas at Austin 2002 — 2006
Suzanne Bacile's Fidelity Investments Experience December 1991 - November 2008
Job Learning Professional
Industry Professional Training & Coaching
Experience
DaVita RX March 2013 - Present
Independent Contractor June 2011 - March 2013
Professional Laboratories June 2009 - June 2011
Self Employed February 2009 - May 2009
The Daily Java February 2008 - February 2009
Fidelity Investments December 1991 - November 2008
Skills
Instructional Design, Training, Needs Analysis, Workshop Facilitation, E-Learning, Blended Learning, Human Resources, Team Building, Project Management, ADDIE, Captivate, Coaching, Instructor-led Training, Performance Consulting, Public Speaking, Analysis, Learning Management, Articulate Suite
Education
The University of Texas at Austin 1987 — 1991
DaVita RX March 2013 - Present
Independent Contractor June 2011 - March 2013
Professional Laboratories June 2009 - June 2011
Self Employed February 2009 - May 2009
The Daily Java February 2008 - February 2009
Fidelity Investments December 1991 - November 2008
Skills
Instructional Design, Training, Needs Analysis, Workshop Facilitation, E-Learning, Blended Learning, Human Resources, Team Building, Project Management, ADDIE, Captivate, Coaching, Instructor-led Training, Performance Consulting, Public Speaking, Analysis, Learning Management, Articulate Suite
Education
The University of Texas at Austin 1987 — 1991
Ron Samuelson's Fidelity Investments Experience May 1987 - June 2010
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1987 - June 2010
COLT Telecom April 1998 - May 2001
Gearhart Industries 1980 - 1987
ENSERCH 1966 - 1980
Education
The University of Texas at Arlington 1971 — 1981
BBA/MBA, Finance
Fidelity Investments May 1987 - June 2010
COLT Telecom April 1998 - May 2001
Gearhart Industries 1980 - 1987
ENSERCH 1966 - 1980
Education
The University of Texas at Arlington 1971 — 1981
BBA/MBA, Finance
Christine Neilsen's Fidelity Investments Experience June 2008 - March 2010
Job at Lehigh Hanson
Industry Human Resources
Experience
Lehigh Hanson February 2014 - Present
Liberty Mutual Insurance February 2013 - February 2014
Viverae March 2010 - November 2012
Fidelity Investments June 2008 - March 2010
Temple-Inland, Inc March 2005 - June 2008
Mercer February 2004 - February 2005
Towers Perrin Dallas July 2000 - February 2004
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Pensions, Retirement, Microsoft Excel, Strategic Planning, Project Management, SQL, Process Improvement, Executive Pay, Deferred Compensation, ERISA, Pension Administration, Change Management, Business Analysis, Health Insurance, Data Analysis, Visio, SDLC, Microsoft Office, Incentive Programs, Healthcare, Access, Requirements Analysis, Business Process..., Leadership Development, Customer Service, Financial Analysis, SharePoint, Defined Contribution, Human Resources, Outlook, Microsoft Word, Team Leadership, Program Management, Outsourcing, Actuarial Science, Insurance
Education
The University of Texas at Austin 1996 — 2000
Bachelors of Science, Mathematics
Lehigh Hanson February 2014 - Present
Liberty Mutual Insurance February 2013 - February 2014
Viverae March 2010 - November 2012
Fidelity Investments June 2008 - March 2010
Temple-Inland, Inc March 2005 - June 2008
Mercer February 2004 - February 2005
Towers Perrin Dallas July 2000 - February 2004
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Pensions, Retirement, Microsoft Excel, Strategic Planning, Project Management, SQL, Process Improvement, Executive Pay, Deferred Compensation, ERISA, Pension Administration, Change Management, Business Analysis, Health Insurance, Data Analysis, Visio, SDLC, Microsoft Office, Incentive Programs, Healthcare, Access, Requirements Analysis, Business Process..., Leadership Development, Customer Service, Financial Analysis, SharePoint, Defined Contribution, Human Resources, Outlook, Microsoft Word, Team Leadership, Program Management, Outsourcing, Actuarial Science, Insurance
Education
The University of Texas at Austin 1996 — 2000
Bachelors of Science, Mathematics
R Miguel Villafana's Fidelity Investments Experience 2014 - Present
Job Financial Associate IIBilingual
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments May 2013 - September 2014
The Kerley Agency January 2013 - March 2013
Tarrant County College August 2011 - December 2012
UPS February 2008 - November 2009
United States Army Reserve January 2005 - November 2005
Skills
Customer Service, Research, Critical Thinking, Editing, PowerPoint, Microsoft Word, Finance, Spanish, Telephone Skills, Proofreading, Notary Public, History, Teamwork
Education
Tarrant County College 2011 — 2012
Paralegal, Paralegal Studies
The University of Texas at Arlington 2006 — 2007
BA, History
Fidelity Investments 2014 - Present
Fidelity Investments May 2013 - September 2014
The Kerley Agency January 2013 - March 2013
Tarrant County College August 2011 - December 2012
UPS February 2008 - November 2009
United States Army Reserve January 2005 - November 2005
Skills
Customer Service, Research, Critical Thinking, Editing, PowerPoint, Microsoft Word, Finance, Spanish, Telephone Skills, Proofreading, Notary Public, History, Teamwork
Education
Tarrant County College 2011 — 2012
Paralegal, Paralegal Studies
The University of Texas at Arlington 2006 — 2007
BA, History
Patrick Doporto's Fidelity Investments Experience December 2007 - February 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Edward Jones February 2015 - Present
Battleground Texas June 2014 - November 2014
Battleground Texas February 2014 - June 2014
Garage Door Solutions DFW 2013 - 2014
TD Ameritrade March 2011 - May 2013
Fidelity Investments December 2007 - February 2009
Fidelity Investments April 2007 - December 2007
Fidelity Investments September 2005 - April 2007
Skills
Financial Services, Investments, Series 7, Leadership, Call Centers, Retirement Planning, Training, FINRA, 401k, Series 63, Mutual Funds, Relationship Management, Series 6, Process Improvement, Management
Education
The University of Texas at Austin
BA, Political Science
Lea Davis's Fidelity Investments Experience August 1995 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1995 - Present
Education
The University of Texas at Austin 1988 — 1992
BA, Economics
Fidelity Investments August 1995 - Present
Education
The University of Texas at Austin 1988 — 1992
BA, Economics
Jean Shiflett's Fidelity Investments Experience August 2007 - Present
Job Director, Implementation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investmens 1998 - 2007
Skills
Mutual Funds, Series 7, Financial Services, 401k, Relationship Management, Series 63
Education
The University of Texas at Arlington - College of Business 1982 — 1986
BBA, Marketing
Western Hills High School 1979 — 1986
Bachelor of Science (BS), Marketing
Fidelity Investments August 2007 - Present
Fidelity Investmens 1998 - 2007
Skills
Mutual Funds, Series 7, Financial Services, 401k, Relationship Management, Series 63
Education
The University of Texas at Arlington - College of Business 1982 — 1986
BBA, Marketing
Western Hills High School 1979 — 1986
Bachelor of Science (BS), Marketing
Merci De La Cruz Heinicken, ERPA, QPA, QKA's Fidelity Investments Experience October 2008 - April 2010
Job Compliance Consultant at Loren D. Stark
Industry Financial Services
Experience
Loren D. Stark Company, Inc. April 2010 - Present
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - September 2008
Nova Associates 2004 - 2006
Skills
Pensions, 401k, Retirement, Retirement Planning, Mutual Funds, ERISA, Financial Services, Investments, Strategic Financial..., Employee Benefits
Education
The University of Texas at Austin 1999 — 2003
Bachelors of Science, Mathematics
Loren D. Stark Company, Inc. April 2010 - Present
Fidelity Investments October 2008 - April 2010
Fidelity Investments June 2006 - September 2008
Nova Associates 2004 - 2006
Skills
Pensions, 401k, Retirement, Retirement Planning, Mutual Funds, ERISA, Financial Services, Investments, Strategic Financial..., Employee Benefits
Education
The University of Texas at Austin 1999 — 2003
Bachelors of Science, Mathematics
Amy Keene's Fidelity Investments Experience November 1993 - Present
Job Director, Employee Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1993 - Present
GTE June 1986 - October 1993
Mellon Bank September 1982 - June 1986
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
The University of Texas at Austin
Master's degree, Human Resources Management/Personnel Administration, General
Fidelity Investments November 1993 - Present
GTE June 1986 - October 1993
Mellon Bank September 1982 - June 1986
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
The University of Texas at Austin
Master's degree, Human Resources Management/Personnel Administration, General
Amyn Dhupelia's Fidelity Investments Experience June 2008 - Present
Job Certified ScrumMaster®(CSM), Certified Scrum Product Owner®(CSPO), Program/Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2008 - Present
University of Texas at Arlington September 2007 - May 2008
Andheri Book Depot March 2004 - July 2006
Skills
Agile Methodologies, Analysis, SQL, JavaScript, C#, ASP.NET, Requirements Gathering, Business Intelligence, Microsoft SQL Server, WSO2, WSO2 ESB, Dev Studio, Java
Education
The University of Texas at Arlington - College of Business 2007 — 2008
MBA, Finance
University of Mumbai 2001 — 2005
Bachelors of Engineering, Information Technology
Fidelity Investments June 2008 - Present
University of Texas at Arlington September 2007 - May 2008
Andheri Book Depot March 2004 - July 2006
Skills
Agile Methodologies, Analysis, SQL, JavaScript, C#, ASP.NET, Requirements Gathering, Business Intelligence, Microsoft SQL Server, WSO2, WSO2 ESB, Dev Studio, Java
Education
The University of Texas at Arlington - College of Business 2007 — 2008
MBA, Finance
University of Mumbai 2001 — 2005
Bachelors of Engineering, Information Technology
Rickey Tucker (BSEE, MBA)'s Fidelity Investments Experience June 2007 - November 2010
Job Vice President Business Planning & Analysis at Citi
Industry Management Consulting
Experience
Citi May 2015 - Present
HMS September 2014 - May 2015
Randstad November 2013 - September 2014
Kumon May 2011 - April 2014
Fidelity Investments June 2007 - November 2010
Bell Helicopter June 2000 - May 2007
Skills
Microsoft Excel, Microsoft Office, Six Sigma, Process Engineering, Operations Management, Business Process..., DMAIC, Management, Presentations, Sales Presentations, Manufacturing..., Process Improvement, Certified Green Belt, Financial Operations, Microsoft Word, Lean Manufacturing, Continuous Improvement, Training, Analysis, Manufacturing, Project Planning, Business Strategy, Leadership, Project Management, Program Management
Education
High School
High School
The University of Texas at Arlington
BS, Electrical Engineering
The University of Texas at Arlington - College of Business Administration
MBA, Business Adminstration
Citi May 2015 - Present
HMS September 2014 - May 2015
Randstad November 2013 - September 2014
Kumon May 2011 - April 2014
Fidelity Investments June 2007 - November 2010
Bell Helicopter June 2000 - May 2007
Skills
Microsoft Excel, Microsoft Office, Six Sigma, Process Engineering, Operations Management, Business Process..., DMAIC, Management, Presentations, Sales Presentations, Manufacturing..., Process Improvement, Certified Green Belt, Financial Operations, Microsoft Word, Lean Manufacturing, Continuous Improvement, Training, Analysis, Manufacturing, Project Planning, Business Strategy, Leadership, Project Management, Program Management
Education
High School
High School
The University of Texas at Arlington
BS, Electrical Engineering
The University of Texas at Arlington - College of Business Administration
MBA, Business Adminstration
Robert Liptak's Fidelity Investments Experience December 2009 - July 2013
Job Account Executive Retirement Plans
Industry Financial Services
Experience
Lockton Companies July 2013 - Present
Fidelity Investments December 2009 - July 2013
Fidelity Investments February 2007 - December 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Services, Series 63, Retirement, Relationship Management, 401k, Business Planning, Series 6, Analysis, Management, Strategic Financial..., Portfolio Management, Financial Analysis, Finance, Asset Management, Series 26, FINRA, Defined Benefit, Risk Management, Financial Modeling, Process Improvement, Accounting
Education
The University of Texas at Arlington - College of Business 2009 — 2011
MBA, Accounting
The University of Texas at Arlington 2004 — 2006
BS, Economics
Lockton Companies July 2013 - Present
Fidelity Investments December 2009 - July 2013
Fidelity Investments February 2007 - December 2009
Skills
Investments, Retirement Planning, Mutual Funds, Financial Services, Series 63, Retirement, Relationship Management, 401k, Business Planning, Series 6, Analysis, Management, Strategic Financial..., Portfolio Management, Financial Analysis, Finance, Asset Management, Series 26, FINRA, Defined Benefit, Risk Management, Financial Modeling, Process Improvement, Accounting
Education
The University of Texas at Arlington - College of Business 2009 — 2011
MBA, Accounting
The University of Texas at Arlington 2004 — 2006
BS, Economics
Terria Reyna's Fidelity Investments Experience November 2007 - February 2009
Job Mortgage & Financial Services Professional
Industry Financial Services
Experience
Solomon Edwards December 2012 - January 2013
JPMorgan Chase October 2011 - November 2012
JPMorgan Chase January 2011 - October 2011
Fidelity Investments November 2007 - February 2009
Fidelity Investments January 2006 - November 2007
First American Payment Systems January 2001 - January 2006
Skills
Research, Analysis, Mortgage Modification, Foreclosures, Financial Services, Legal Documents, Auditing, Legal Writing, Banking, Risk Management, Call Center, Quality Auditing, Finance, Leadership, Credit, Call Centers
Education
University of Phoenix
Master of Management, Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science, Management
The University of Texas at Arlington 2004 — 2006
Solomon Edwards December 2012 - January 2013
JPMorgan Chase October 2011 - November 2012
JPMorgan Chase January 2011 - October 2011
Fidelity Investments November 2007 - February 2009
Fidelity Investments January 2006 - November 2007
First American Payment Systems January 2001 - January 2006
Skills
Research, Analysis, Mortgage Modification, Foreclosures, Financial Services, Legal Documents, Auditing, Legal Writing, Banking, Risk Management, Call Center, Quality Auditing, Finance, Leadership, Credit, Call Centers
Education
University of Phoenix
Master of Management, Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science, Management
The University of Texas at Arlington 2004 — 2006
Dakia Dillworth's Fidelity Investments Experience April 2008 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments April 2007 - Present
John Deere May 2000 - January 2008
Education
The University of Texas at Arlington - College of Business 2004 — 2007
Business, Finance
University of Texas at
Bachelor, Business Administration Finance
North Lake College
Associates, Science Liberal Science
Fidelity Investments April 2008 - Present
Fidelity Investments April 2007 - Present
John Deere May 2000 - January 2008
Education
The University of Texas at Arlington - College of Business 2004 — 2007
Business, Finance
University of Texas at
Bachelor, Business Administration Finance
North Lake College
Associates, Science Liberal Science
sandeep rampalle's Fidelity Investments Experience July 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - May 2008
Skills
Informatica, Oracle PL/SQL..., Exadata, Toad, Unix, Unix Shell Scripting, ClearCase, Mainframe, COBOL, DB2, Java
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Electrical and Electronics Engineering
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - May 2008
Skills
Informatica, Oracle PL/SQL..., Exadata, Toad, Unix, Unix Shell Scripting, ClearCase, Mainframe, COBOL, DB2, Java
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Electrical and Electronics Engineering
Debbie Bourgeois's Fidelity Investments Experience 2004 - 2009
Job Quality Specialist at DaVita RX
Industry Hospital & Health Care
Experience
DaVita RX December 2009 - Present
Fidelity Investments 2004 - 2009
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Process Improvement, Customer Experience, Training, Management, Quality Assurance, Cross-functional Team..., Business Development, Vendor Management, Risk Management, Team Building, Sales, Call Center, Leadership, Coaching, Six Sigma, Customer Satisfaction, Analysis, Quality Management, SDLC, Call Centers, Strategic Planning, Business Analysis, Business Process..., Change Management, Program Management
Education
The University of Texas at Austin 1980 — 1984
BBA, Finance
DaVita RX December 2009 - Present
Fidelity Investments 2004 - 2009
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Process Improvement, Customer Experience, Training, Management, Quality Assurance, Cross-functional Team..., Business Development, Vendor Management, Risk Management, Team Building, Sales, Call Center, Leadership, Coaching, Six Sigma, Customer Satisfaction, Analysis, Quality Management, SDLC, Call Centers, Strategic Planning, Business Analysis, Business Process..., Change Management, Program Management
Education
The University of Texas at Austin 1980 — 1984
BBA, Finance
Neil Christian's Fidelity Investments Experience October 2008 - Present
Job Regional Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments June 2006 - October 2008
Education
The University of Texas at Austin
BBA, Finance
University of North Texas
MBA, Finance
Fidelity Investments October 2008 - Present
Fidelity Investments June 2006 - October 2008
Education
The University of Texas at Austin
BBA, Finance
University of North Texas
MBA, Finance
Juihee Sharma's Fidelity Investments Experience May 2010 - August 2010
Job Box.com
Industry Computer Software
Experience
Box 2013 - Present
Workday April 2012 - 2013
Dell May 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Quest Learning Assesment August 2009 - May 2010
India Telecom Infrastructure Limited May 2009 - August 2009
Skills
Software Engineering, Java, Software Development, Matlab, C, C++, SQL, Cloud Computing, Databases, MySQL, Subversion, Web Services, SaaS, Programming, XML, Microsoft SQL Server, Eclipse, Linux, OOP, Algorithms, Enterprise Software
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Science, Electrical and Computer Engineering
Box 2013 - Present
Workday April 2012 - 2013
Dell May 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Quest Learning Assesment August 2009 - May 2010
India Telecom Infrastructure Limited May 2009 - August 2009
Skills
Software Engineering, Java, Software Development, Matlab, C, C++, SQL, Cloud Computing, Databases, MySQL, Subversion, Web Services, SaaS, Programming, XML, Microsoft SQL Server, Eclipse, Linux, OOP, Algorithms, Enterprise Software
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Science, Electrical and Computer Engineering
Josh Pope's Fidelity Investments Experience September 2011 - January 2014
Job Brokerage Operations Representative at Fidelity
Industry Financial Services
Experience
Mantraofmiles.com January 2014 - December 2014
Fidelity Investments September 2011 - January 2014
Boys & Girls Club of the Capital Area September 2010 - January 2011
City of Austin December 2009 - May 2010
Skills
Web Design, Digital Photography, Social Media, Public Relations, Strategic Communications, Research, Editing, Media Relations, Public Speaking, Press Releases, Customer Service, PowerPoint, Photoshop, InDesign, Blogging, Spanish
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, International Political Economy, Spanish, Latin American Studies
Universidad Nacional de Córdoba 2010 — 2010
Castellano
Mantraofmiles.com January 2014 - December 2014
Fidelity Investments September 2011 - January 2014
Boys & Girls Club of the Capital Area September 2010 - January 2011
City of Austin December 2009 - May 2010
Skills
Web Design, Digital Photography, Social Media, Public Relations, Strategic Communications, Research, Editing, Media Relations, Public Speaking, Press Releases, Customer Service, PowerPoint, Photoshop, InDesign, Blogging, Spanish
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree, International Political Economy, Spanish, Latin American Studies
Universidad Nacional de Córdoba 2010 — 2010
Castellano
George Freeman IV's Fidelity Investments Experience January 2015 - Present
Job Sr Network Engineer
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments October 2011 - July 2012
Fidelity Investments April 2001 - October 2011
GameStop January 1999 - April 2001
Skills
Genesys contact center, Cisco Technologies, Disaster Recovery, IT Operations, ITIL, Active Directory, Troubleshooting, Networking, Call Centers, Servers, Windows Server, Incident Management, Help Desk Support, Visio, DNS, Switches, Vendor Management, Blackberry Enterprise..., Data Center, MCDST, SharePoint, Technical Support, A+, Microsoft Certified...
Education
The University of Texas at Arlington - College of Business 1992 — 1998
BBA, Management
Blanchet HS
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - December 2014
Fidelity Investments October 2011 - July 2012
Fidelity Investments April 2001 - October 2011
GameStop January 1999 - April 2001
Skills
Genesys contact center, Cisco Technologies, Disaster Recovery, IT Operations, ITIL, Active Directory, Troubleshooting, Networking, Call Centers, Servers, Windows Server, Incident Management, Help Desk Support, Visio, DNS, Switches, Vendor Management, Blackberry Enterprise..., Data Center, MCDST, SharePoint, Technical Support, A+, Microsoft Certified...
Education
The University of Texas at Arlington - College of Business 1992 — 1998
BBA, Management
Blanchet HS
Sana Rather, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Instructional Design Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments 2007 - 2014
Fidelity Investments September 2004 - June 2007
Education
College of Financial Planning 2007 — 2008
CFP
The University of Texas at Arlington - College of Business 2000 — 2004
BBA, Economics
Fidelity Investments January 2014 - Present
Fidelity Investments 2007 - 2014
Fidelity Investments September 2004 - June 2007
Education
College of Financial Planning 2007 — 2008
CFP
The University of Texas at Arlington - College of Business 2000 — 2004
BBA, Economics
Daniel Petty's Fidelity Investments Experience September 2013 - Present
Job Technical Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments December 2012 - July 2013
Bank of America August 2011 - August 2012
Bank of America March 2011 - August 2011
Bank of America November 2010 - March 2011
Insight Vision March 2003 - November 2010
ECCA April 2006 - August 2006
Skills
Excel, Data Analysis, Payment Solutions, Loan Servicing, Form 5500 preparation, XTRAC, VBA, R, Testing, Customer Service, Payments
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Bachelor's of Science, Economics
Fidelity Investments September 2013 - Present
Fidelity Investments December 2012 - July 2013
Bank of America August 2011 - August 2012
Bank of America March 2011 - August 2011
Bank of America November 2010 - March 2011
Insight Vision March 2003 - November 2010
ECCA April 2006 - August 2006
Skills
Excel, Data Analysis, Payment Solutions, Loan Servicing, Form 5500 preparation, XTRAC, VBA, R, Testing, Customer Service, Payments
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2010
Bachelor's of Science, Economics
Tami Walker's Fidelity Investments Experience August 2011 - Present
Job Instructional Designer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
CO-OP Financial Services April 2001 - August 2011
MTU Wireless, Inc. May 2000 - December 2000
Nest Family Entertainment January 1995 - May 2000
Skills
Process Improvement, Performance Improvement, Training, Training Delivery, Program Management, Technical Writing, Instructional Design, Management, Leadership, Project Management, Quality Assurance, Management Consulting, Analysis, Employee Training, Captivate, ADDIE, Project Planning
Education
The University of Texas at Arlington
Bachelor of Liberal Arts Degree, History
Fidelity Investments August 2011 - Present
CO-OP Financial Services April 2001 - August 2011
MTU Wireless, Inc. May 2000 - December 2000
Nest Family Entertainment January 1995 - May 2000
Skills
Process Improvement, Performance Improvement, Training, Training Delivery, Program Management, Technical Writing, Instructional Design, Management, Leadership, Project Management, Quality Assurance, Management Consulting, Analysis, Employee Training, Captivate, ADDIE, Project Planning
Education
The University of Texas at Arlington
Bachelor of Liberal Arts Degree, History
Cogdell Bradshaw, CFP®'s Fidelity Investments Experience November 1991 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1991 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Fidelity Investments November 1991 - Present
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
Warren McCoy's Fidelity Investments Experience March 1995 - March 1997
Job Mgr Safety Systems at BNSF Railway
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway August 2014 - Present
BNSF Railway April 2007 - Present
McCoy Productions January 2003 - April 2007
Artisan Media, Inc. October 1999 - January 2003
ExperData, Inc. November 1997 - February 1999
CTG,Inc April 1997 - November 1997
Fidelity Investments March 1995 - March 1997
Tandy Corporation March 1990 - March 1995
Dallas County Data Services March 1989 - March 1990
Skills
Graphic Design, Photography, Animation, Video Production, Captivate, Training, ActionScript, Flash, Photoshop, HTML, Adobe Creative Suite, CSS, Multimedia, After Effects
Education
The University of Texas at Arlington 1984 — 1988
BBA, Information Systems
BNSF Railway August 2014 - Present
BNSF Railway April 2007 - Present
McCoy Productions January 2003 - April 2007
Artisan Media, Inc. October 1999 - January 2003
ExperData, Inc. November 1997 - February 1999
CTG,Inc April 1997 - November 1997
Fidelity Investments March 1995 - March 1997
Tandy Corporation March 1990 - March 1995
Dallas County Data Services March 1989 - March 1990
Skills
Graphic Design, Photography, Animation, Video Production, Captivate, Training, ActionScript, Flash, Photoshop, HTML, Adobe Creative Suite, CSS, Multimedia, After Effects
Education
The University of Texas at Arlington 1984 — 1988
BBA, Information Systems
Craig Blackwell, CFA's Fidelity Investments Experience July 2014 - Present
Job Portfolio Strategist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2009 - July 2014
Fidelity Investments January 2008 - September 2009
Skills
Bloomberg, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Equity Research, Securities, Valuation, Asset Allocation, Asset Management, Portfolio Management, Economics, Bloomberg Terminal, Microsoft Excel
Education
The University of Texas at Austin
B.A., Economics
Fidelity Investments July 2014 - Present
Fidelity Investments September 2009 - July 2014
Fidelity Investments January 2008 - September 2009
Skills
Bloomberg, Mutual Funds, Alternative Investments, Investments, Equities, Fixed Income, Equity Research, Securities, Valuation, Asset Allocation, Asset Management, Portfolio Management, Economics, Bloomberg Terminal, Microsoft Excel
Education
The University of Texas at Austin
B.A., Economics
Jeff Blanchard, CFA's Fidelity Investments Experience Vice President, Portfolio ManagerBank of America2003 - 2005
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice President, Portfolio ManagerBank of America2003 - 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Series 63, Retirement Planning, Series 7, Equities, Portfolio Management, 401k, Investment Management, Securities, Retirement, Investment Advisory, Asset Management, Investment Strategies, Fixed Income, Alternative Investments
Education
The University of Texas at Austin
Troy University
Fidelity Investments Vice President, Portfolio ManagerBank of America2003 - 2005
Skills
Wealth Management, Mutual Funds, Asset Allocation, Investments, Series 63, Retirement Planning, Series 7, Equities, Portfolio Management, 401k, Investment Management, Securities, Retirement, Investment Advisory, Asset Management, Investment Strategies, Fixed Income, Alternative Investments
Education
The University of Texas at Austin
Troy University
Chris Seitz's Fidelity Investments Experience May 2010 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2010 - Present
St. Michael's Catholic Academy October 2009 - May 2010
Quantum Resources July 2009 - August 2009
Greenleaf Book Group June 2009 - August 2009
Greenleaf Book Group June 2009 - August 2009
Quantum Resources July 2008 - August 2009
Belterra Swim Association May 2009 - July 2009
Belterra Swim Association May 2009 - July 2009
MSB Media January 2009 - May 2009
MSB Media January 2009 - May 2009
Education
The University of Texas at Austin 2004 — 2009
BS, Advertising
University of Texas at Austin 2004 — 2009
Bachelor of Science (BS), Advertising
2009
Bachelor of Science, Advertising
2009
Bachelor of Science, Advertising
The University of Texas at Austin
Fidelity Investments May 2010 - Present
St. Michael's Catholic Academy October 2009 - May 2010
Quantum Resources July 2009 - August 2009
Greenleaf Book Group June 2009 - August 2009
Greenleaf Book Group June 2009 - August 2009
Quantum Resources July 2008 - August 2009
Belterra Swim Association May 2009 - July 2009
Belterra Swim Association May 2009 - July 2009
MSB Media January 2009 - May 2009
MSB Media January 2009 - May 2009
Education
The University of Texas at Austin 2004 — 2009
BS, Advertising
University of Texas at Austin 2004 — 2009
Bachelor of Science (BS), Advertising
2009
Bachelor of Science, Advertising
2009
Bachelor of Science, Advertising
The University of Texas at Austin
Richard Kunkel's Fidelity Investments Experience June 2007 - June 2011
Job Layer 3 Project Manager at AT&T
Industry Information Technology and Services
Experience
AT&T April 2013 - Present
AT&T April 2011 - Present
Fidelity Investments June 2007 - June 2011
Skills
Business Analysis, Process Improvement, Quality Assurance, Analysis, Microsoft SQL Server, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Access, Business Intelligence, Business Strategy, Contract Negotiation, Data Analysis, Coaching, Customer Satisfaction, Databases, Integration, Leadership, Management, Microsoft Word, Networking, Operations Management, Performance Management, Program Management, Project Management
Education
The University of Texas at Arlington 2009 — 2010
MSIS, Information Systems and Finance
The University of Texas at Arlington - College of Business 2009 — 2010
MSIS, Information Systems and Finance
AT&T April 2013 - Present
AT&T April 2011 - Present
Fidelity Investments June 2007 - June 2011
Skills
Business Analysis, Process Improvement, Quality Assurance, Analysis, Microsoft SQL Server, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Access, Business Intelligence, Business Strategy, Contract Negotiation, Data Analysis, Coaching, Customer Satisfaction, Databases, Integration, Leadership, Management, Microsoft Word, Networking, Operations Management, Performance Management, Program Management, Project Management
Education
The University of Texas at Arlington 2009 — 2010
MSIS, Information Systems and Finance
The University of Texas at Arlington - College of Business 2009 — 2010
MSIS, Information Systems and Finance
J. Mike Palmer's Fidelity Investments Experience 1997 - 2003
Job at
Industry Business Supplies and Equipment
Experience
NovaCopy March 2014 - Present
Choice Copiers 2012 - January 2014
JMPalmer 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
New Business Development, Risk Management, Sales, Strategic Planning, Business Strategy, Team Building
Education
The University of Texas at Arlington - College of Business 1993 — 1997
BBA, Finance
NovaCopy March 2014 - Present
Choice Copiers 2012 - January 2014
JMPalmer 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
New Business Development, Risk Management, Sales, Strategic Planning, Business Strategy, Team Building
Education
The University of Texas at Arlington - College of Business 1993 — 1997
BBA, Finance
Rex Underdown's Fidelity Investments Experience April 2001 - April 2011
Job Systems Programmer at AIG
Industry Information Technology and Services
Experience
JCPenney July 2011 - April 2012
IntelliMagic June 2011 - July 2011
Fidelity Investments April 2001 - April 2011
TXU 1991 - 2001
IBM July 1988 - April 1992
Skills
Operating Systems, RMF, RACF, VSAM, TSM, SYSPLEX, Sysview, Mainframe, MVS, Storage Management, z/OS, HSM, z/VM, Software Installation, SMP/E, SMS, CICS, TSO, Software Development, REXX, Disaster Recovery, ISPF, JCL, IBM Mainframe
Education
The University of Texas at Arlington - College of Business
BBA, Systems Analysis
JCPenney July 2011 - April 2012
IntelliMagic June 2011 - July 2011
Fidelity Investments April 2001 - April 2011
TXU 1991 - 2001
IBM July 1988 - April 1992
Skills
Operating Systems, RMF, RACF, VSAM, TSM, SYSPLEX, Sysview, Mainframe, MVS, Storage Management, z/OS, HSM, z/VM, Software Installation, SMP/E, SMS, CICS, TSO, Software Development, REXX, Disaster Recovery, ISPF, JCL, IBM Mainframe
Education
The University of Texas at Arlington - College of Business
BBA, Systems Analysis
Jill Holsinger's Fidelity Investments Experience 1996 - 1997
Job Knowledge Specialist at Bain & Company
Industry Management Consulting
Experience
Bain & Company April 2010 - Present
McKinsey & Company 2007 - 2009
Argosy University 2002 - 2007
The Boston Consulting Group 1997 - 2002
Fidelity Investments 1996 - 1997
Norsig & Associates 1995 - 1996
Hoovers Inc. 1993 - 1995
Skills
PowerPoint, Knowledge Management, Competitive Intelligence, Information Management, Management Consulting, Analysis, Strategic Consulting, Data Analysis, Strategy, Cross-functional Team...
Education
The University of Texas at Dallas 2004 — 2006
Masters, Public Administration
The University of Texas at Austin 1993 — 1995
Master, Library and Information Sciences
The University of Texas at Austin 1990 — 1993
Bachelor, Business Administration
Bain & Company April 2010 - Present
McKinsey & Company 2007 - 2009
Argosy University 2002 - 2007
The Boston Consulting Group 1997 - 2002
Fidelity Investments 1996 - 1997
Norsig & Associates 1995 - 1996
Hoovers Inc. 1993 - 1995
Skills
PowerPoint, Knowledge Management, Competitive Intelligence, Information Management, Management Consulting, Analysis, Strategic Consulting, Data Analysis, Strategy, Cross-functional Team...
Education
The University of Texas at Dallas 2004 — 2006
Masters, Public Administration
The University of Texas at Austin 1993 — 1995
Master, Library and Information Sciences
The University of Texas at Austin 1990 — 1993
Bachelor, Business Administration
Gen Tri's Fidelity Investments Experience March 2015 - Present
Job Central Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2011
BA, Finance
Fidelity Investments March 2015 - Present
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2011
BA, Finance
Harshan Shanthakumar's Fidelity Investments Experience July 2012 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments July 2012 - Present
Education
The University of Texas at Arlington - College of Business 2008 — 2013
Fidelity Investments July 2012 - Present
Education
The University of Texas at Arlington - College of Business 2008 — 2013
Kathryn Merryman's Fidelity Investments Experience August 2013 - Present
Job Financial Operations
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Merrill Lynch May 2012 - July 2013
The Cheesecake Factory May 2009 - May 2012
Education
The University of Texas at Arlington - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments August 2013 - Present
Merrill Lynch May 2012 - July 2013
The Cheesecake Factory May 2009 - May 2012
Education
The University of Texas at Arlington - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Brunson's Fidelity Investments Experience July 2013 - Present
Job Registered Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
dB Wreckordings June 2011 - Present
Guitar Center June 2007 - July 2013
Skills
Recording, Musicians, Microsoft Office, Sales, Customer Service, Music Production
Education
The University of Texas at Arlington - College of Business 2011 — 2013
Economics
University of North Texas 2005 — 2006
Logistics & Supply-Chain Management
Kennedale High School 2001 — 2005
Diploma
Fidelity Investments July 2013 - Present
dB Wreckordings June 2011 - Present
Guitar Center June 2007 - July 2013
Skills
Recording, Musicians, Microsoft Office, Sales, Customer Service, Music Production
Education
The University of Texas at Arlington - College of Business 2011 — 2013
Economics
University of North Texas 2005 — 2006
Logistics & Supply-Chain Management
Kennedale High School 2001 — 2005
Diploma
Robert Peetz's Fidelity Investments Experience April 2013 - Present
Job Senior High Net Worth Brokerage Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Skills
Customer Service, Management, Research, Business Analysis, Leadership, Analysis, Strategy
Education
The University of Texas at Arlington 2007 — 2009
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication, 3.25 GPA
Fidelity Investments April 2013 - Present
Skills
Customer Service, Management, Research, Business Analysis, Leadership, Analysis, Strategy
Education
The University of Texas at Arlington 2007 — 2009
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication, 3.25 GPA
Sandeep Rampalle's Fidelity Investments Experience July 2009 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - May 2009
Skills
SQL, XML, Unix, SDLC, PL/SQL, ClearCase, Oracle, Informatica, PowerCenter
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Electrical and Electronics Engineering
Fidelity Investments July 2009 - Present
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - May 2009
Skills
SQL, XML, Unix, SDLC, PL/SQL, ClearCase, Oracle, Informatica, PowerCenter
Education
The University of Texas at Arlington 2006 — 2008
Master of Science (M.S.), Electrical and Electronics Engineering
Chris Chiles's Fidelity Investments Experience August 2008 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2008 - Present
Fidelity Investments February 2001 - August 2008
Education
The University of Texas at Austin
Bachelor’s Degree, Finance
Fidelity Investments August 2008 - Present
Fidelity Investments February 2001 - August 2008
Education
The University of Texas at Austin
Bachelor’s Degree, Finance
Carla Luby's Fidelity Investments Experience May 2000 - April 2001
Job Management
Industry Financial Services
Experience
Hope Home Medical January 2008 - April 2012
Fidelity Investments May 2000 - April 2001
Fidelity Investments June 1998 - May 2000
Southwest Securities June 1997 - June 1998
Fidelity Investments February 1995 - June 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, PowerPoint, Healthcare, Microsoft Office, Customer Service, Outlook, Coaching, Sales, Team Building, Budgets
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Education (B.Ed.), Exercise Physiology
Hope Home Medical January 2008 - April 2012
Fidelity Investments May 2000 - April 2001
Fidelity Investments June 1998 - May 2000
Southwest Securities June 1997 - June 1998
Fidelity Investments February 1995 - June 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, PowerPoint, Healthcare, Microsoft Office, Customer Service, Outlook, Coaching, Sales, Team Building, Budgets
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Education (B.Ed.), Exercise Physiology
Adam Alleman's Fidelity Investments Experience 2010 - 2011
Job Sales and Hospitality
Industry Entertainment
Experience
Loveland Laser Tag 2013 - 2014
Pappas Restaurants, Inc. 2005 - 2013
Fidelity Investments 2010 - 2011
Education
The University of Texas at Arlington - College of Business 2002 — 2007
Bachelor of Science (BS), Economics
Loveland Laser Tag 2013 - 2014
Pappas Restaurants, Inc. 2005 - 2013
Fidelity Investments 2010 - 2011
Education
The University of Texas at Arlington - College of Business 2002 — 2007
Bachelor of Science (BS), Economics
jerry wingo's Fidelity Investments Experience Operations RepresentativeFidelity InvestmentsJanuary 2012 - Present
Job Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Operations RepresentativeFidelity InvestmentsJanuary 2012 - Present
JPMorgan Chase & Co. June 2006 - December 2011
army airforce exchange June 2005 - June 2006
Fidelity Investments June 1993 - February 2002
Education
University of North Texas 2002 — 2002
legal, Paralegal Certificate obtained, A
The University of Texas at Arlington - College of Business 1989 — 1993
Bachelor’s Degree, Accounting and Finance, 3.8
Fidelity Investments Operations RepresentativeFidelity InvestmentsJanuary 2012 - Present
JPMorgan Chase & Co. June 2006 - December 2011
army airforce exchange June 2005 - June 2006
Fidelity Investments June 1993 - February 2002
Education
University of North Texas 2002 — 2002
legal, Paralegal Certificate obtained, A
The University of Texas at Arlington - College of Business 1989 — 1993
Bachelor’s Degree, Accounting and Finance, 3.8
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank