Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kenneth Hollinger Kenneth Hollinger's Fidelity Investments Experience June 2015 - Present
Job Computer Science and Finance Student at The University of Texas at Austin
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
St. Agnes Academy May 2013 - August 2013
Skills
Java, C++, C, HTML, Programming, Customer Service, C#, Data Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Finance
The University of Texas at Austin 2012 — 2017
Bachelor's Degree, Computer Science
Fidelity Investments June 2015 - Present
St. Agnes Academy May 2013 - August 2013
Skills
Java, C++, C, HTML, Programming, Customer Service, C#, Data Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Finance
The University of Texas at Austin 2012 — 2017
Bachelor's Degree, Computer Science
Brian Hellemn's Fidelity Investments Experience June 2015 - August 2015
Job Infrastructure and Planning Analyst Intern at Fidelity Investments
Industry Financial Services
Experience
LonghornLeasing.com May 2013 - Present
Fidelity Investments June 2015 - August 2015
San Diego County Sheriff June 2013 - August 2013
University of Texas Parking and Transportation Services February 2013 - May 2013
Safeway June 2012 - August 2012
Skills
Real Estate License, Customer Service, Leadership, Selling, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Skills, Time Management, Texas Real Estate..., Risk Management, Event Planning, Sales
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Economics, Junior
Poway High School 2008 — 2012
LonghornLeasing.com May 2013 - Present
Fidelity Investments June 2015 - August 2015
San Diego County Sheriff June 2013 - August 2013
University of Texas Parking and Transportation Services February 2013 - May 2013
Safeway June 2012 - August 2012
Skills
Real Estate License, Customer Service, Leadership, Selling, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Skills, Time Management, Texas Real Estate..., Risk Management, Event Planning, Sales
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Economics, Junior
Poway High School 2008 — 2012
Beena Miller Beena Miller's Fidelity Investments Experience January 2008 - Present
Job Communication Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Skills
Project Planning, Marketing Communications, Corporate Communications, Project Implementation, Problem Solving, Process Improvement, Strategic Communications, Communications Strategy, Project Execution, Project Delivery
Education
The University of Texas at Dallas 2002 — 2005
Bachelor's degree, Business/Corporate Communications
Fidelity Investments January 2008 - Present
Skills
Project Planning, Marketing Communications, Corporate Communications, Project Implementation, Problem Solving, Process Improvement, Strategic Communications, Communications Strategy, Project Execution, Project Delivery
Education
The University of Texas at Dallas 2002 — 2005
Bachelor's degree, Business/Corporate Communications
Alex Bryan Alex Bryan's Fidelity Investments Experience June 2014 - August 2014
Job Summer Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2015 - Present
The BVA Group LLC January 2015 - March 2015
Fidelity Investments June 2014 - August 2014
M Group LLP May 2013 - August 2013
SALI Fund Services April 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Analysis, Finance, Financial Accounting, Leadership, Time Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
McKinsey & Company June 2015 - Present
The BVA Group LLC January 2015 - March 2015
Fidelity Investments June 2014 - August 2014
M Group LLP May 2013 - August 2013
SALI Fund Services April 2012 - September 2012
Skills
PowerPoint, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Analysis, Finance, Financial Accounting, Leadership, Time Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Ryan Brueckner's Fidelity Investments Experience May 2004 - August 2004
Job Manager at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte October 2013 - August 2015
G-51 Capital Management January 2012 - December 2012
Intel Corporation May 2012 - October 2012
IQzone August 2009 - August 2011
IQzone January 2007 - August 2009
Time Warner Cable January 2006 - June 2006
United States Senate May 2005 - September 2005
Fidelity Investments May 2004 - August 2004
Skills
Strategy, Business Strategy, Project Management, Mobile Devices, Competitive Analysis, Management, Business Development, Program Management, Financial Modeling, Cross-functional Team..., Finance, Entrepreneurship, Marketing, Mergers & Acquisitions, New Business Development, Strategic Planning, Market Research, Online Advertising, Financial Analysis, Marketing Strategy, Leadership, Higher Education, Telecommunications, Mobile Advertising, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, Private Equity
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration, Finance
Deloitte August 2015 - Present
Deloitte October 2013 - August 2015
G-51 Capital Management January 2012 - December 2012
Intel Corporation May 2012 - October 2012
IQzone August 2009 - August 2011
IQzone January 2007 - August 2009
Time Warner Cable January 2006 - June 2006
United States Senate May 2005 - September 2005
Fidelity Investments May 2004 - August 2004
Skills
Strategy, Business Strategy, Project Management, Mobile Devices, Competitive Analysis, Management, Business Development, Program Management, Financial Modeling, Cross-functional Team..., Finance, Entrepreneurship, Marketing, Mergers & Acquisitions, New Business Development, Strategic Planning, Market Research, Online Advertising, Financial Analysis, Marketing Strategy, Leadership, Higher Education, Telecommunications, Mobile Advertising, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance, Private Equity
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration, Finance
Daniel Saxon Daniel Saxon's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Modern Woodmen of America March 2014 - May 2015
Polo Ralph Lauren May 2013 - March 2014
Plano High School September 2013 - November 2013
Skills
Insurance, Finance, Retirement, Life Insurance, IRAs, Time Management, Fixed Annuities, Financial Planning, Strategic Financial..., Teamwork, Financial Analysis, 401k, Wealth Management, Customer Service, Leadership, Sales, Series 63
Education
The University of Texas at Dallas 2012 — 2016
Multi/Interdisciplinary Studies
Fidelity Investments June 2015 - Present
Modern Woodmen of America March 2014 - May 2015
Polo Ralph Lauren May 2013 - March 2014
Plano High School September 2013 - November 2013
Skills
Insurance, Finance, Retirement, Life Insurance, IRAs, Time Management, Fixed Annuities, Financial Planning, Strategic Financial..., Teamwork, Financial Analysis, 401k, Wealth Management, Customer Service, Leadership, Sales, Series 63
Education
The University of Texas at Dallas 2012 — 2016
Multi/Interdisciplinary Studies
Arjun Shroff Mahesh's Fidelity Investments Experience June 2015 - August 2015
Job Grad Student at The University of Texas at Dallas.
Industry Computer Software
Experience
Fidelity Investments June 2015 - August 2015
Fidelity Investments August 2012 - July 2014
Skills
SQL, SDLC, Unix, HTML, Data Structures, Oracle, Linux, Programming, CSS, XML, JavaScript, JSP, PHP, MySQL, Swings, Java, HTML5
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Computer Science, 3.8
National Institute of Engineering 2008 — 2012
Bachelor of Engineering (B.E.), Computer Science
Fidelity Investments June 2015 - August 2015
Fidelity Investments August 2012 - July 2014
Skills
SQL, SDLC, Unix, HTML, Data Structures, Oracle, Linux, Programming, CSS, XML, JavaScript, JSP, PHP, MySQL, Swings, Java, HTML5
Education
The University of Texas at Dallas 2014 — 2016
Master of Science (MS), Computer Science, 3.8
National Institute of Engineering 2008 — 2012
Bachelor of Engineering (B.E.), Computer Science
Molly Donaldson's Fidelity Investments Experience June 2013 - May 2014
Job Cloud Account Manager at Oracle
Industry Marketing and Advertising
Experience
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Fidelity Investments June 2013 - May 2014
The University of Texas at Austin August 2010 - May 2014
Skills
Time Management, Teamwork, Advertising, Microsoft Excel, Account Management, Sales, Event Planning, IaaS, PaaS, Information Technology, Public Speaking, Cloud Storage, Leadership, Management, Cloud Computing IaaS, Marketing Communications, Communication, Cloud Computing, Microsoft Word, Customer Service, Microsoft Office, SaaS, Hybrid Cloud, Private Cloud
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Marketing
Brentwood High School 2006 — 2010
Oracle June 2015 - Present
Oracle June 2014 - May 2015
Fidelity Investments June 2013 - May 2014
The University of Texas at Austin August 2010 - May 2014
Skills
Time Management, Teamwork, Advertising, Microsoft Excel, Account Management, Sales, Event Planning, IaaS, PaaS, Information Technology, Public Speaking, Cloud Storage, Leadership, Management, Cloud Computing IaaS, Marketing Communications, Communication, Cloud Computing, Microsoft Word, Customer Service, Microsoft Office, SaaS, Hybrid Cloud, Private Cloud
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Marketing
Brentwood High School 2006 — 2010
Jim Birch's Fidelity Investments Experience January 1987 - August 1990
Job Technology Innovator
Industry Information Technology and Services
Experience
Zions Bancorporation March 2015 - Present
Filtrie February 2015 - Present
Zions Bancorporation January 2014 - March 2015
zPerfect Gift November 2011 - December 2014
Self Employed November 2006 - January 2014
Technology, Patents & Licensing August 2002 - November 2006
Sarnoff Corporation January 1998 - November 2001
PixelVision May 1995 - October 1997
KeyTronicEMS May 1992 - May 1995
Fidelity Investments January 1987 - August 1990
Skills
Business Development, Start-ups, Strategy, E-commerce, Leadership, Sales, Product Development, Entrepreneurship, Venture Capital, Management, Strategic Partnerships, Digital Strategy, B2B, Market Research, Marketing, Digital Media, Intellectual Property, Corporate Communications, Emerging Technologies, Executive Management, Business Strategy, Data Analysis, Leadership Development, Program Management, Marketing Strategy, Wireless, Strategic Planning, International Business, Marketing Communications, Business Intelligence, Strategic Thinking, SEM, Social Media, Competitive Analysis, Mergers & Acquisitions, International Sales, Licensing, Gift Cards, Go-to-market Strategy, Patent Strategy, Channel Partners, Change Management, Patent Brokering, Targeted Advertising, Scrum, Agile Methodologies, Pivot Tables, JIRA, Subversion
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, International Business, Marketing
University of Utah - David Eccles School of Business 1986 — 1990
BA, Marketing
Zions Bancorporation March 2015 - Present
Filtrie February 2015 - Present
Zions Bancorporation January 2014 - March 2015
zPerfect Gift November 2011 - December 2014
Self Employed November 2006 - January 2014
Technology, Patents & Licensing August 2002 - November 2006
Sarnoff Corporation January 1998 - November 2001
PixelVision May 1995 - October 1997
KeyTronicEMS May 1992 - May 1995
Fidelity Investments January 1987 - August 1990
Skills
Business Development, Start-ups, Strategy, E-commerce, Leadership, Sales, Product Development, Entrepreneurship, Venture Capital, Management, Strategic Partnerships, Digital Strategy, B2B, Market Research, Marketing, Digital Media, Intellectual Property, Corporate Communications, Emerging Technologies, Executive Management, Business Strategy, Data Analysis, Leadership Development, Program Management, Marketing Strategy, Wireless, Strategic Planning, International Business, Marketing Communications, Business Intelligence, Strategic Thinking, SEM, Social Media, Competitive Analysis, Mergers & Acquisitions, International Sales, Licensing, Gift Cards, Go-to-market Strategy, Patent Strategy, Channel Partners, Change Management, Patent Brokering, Targeted Advertising, Scrum, Agile Methodologies, Pivot Tables, JIRA, Subversion
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, International Business, Marketing
University of Utah - David Eccles School of Business 1986 — 1990
BA, Marketing
Austen Holmes Austen Holmes's Fidelity Investments Experience August 2011 - March 2012
Job Vice President of Technology at Ignite Sales
Industry Information Technology and Services
Experience
Ignite Sales September 2012 - Present
Ignite Sales March 2012 - September 2012
Fidelity Investments August 2011 - March 2012
Tektronix June 2006 - August 2011
Skills
Linux, Agile Methodologies, Software Engineering, JavaScript, HTML, Spring, Hibernate, Subversion, Maven, Scala, Software Design, HTML 5, CSS3, AJAX, Git, SBT, SQL, Shell Scripting, Groovy, jQuery, CSS, Tomcat, Grails, Squeryl, Mercurial, Amazon Web Services..., Cloud Computing, Continuous Integration, Cloud Computing IaaS, Cloud Security, Hybrid Cloud, Data Warehouse..., Unix, Software Development
Education
The University of Texas at Dallas 2006 — 2007
MS, Computer Science
The University of Texas at Dallas 2006 — 2007
Master of Science (MS), Computer Science
The University of Texas at Dallas 2002 — 2005
Bachelor of Science (BS), Computer Science, 3.59
Ignite Sales September 2012 - Present
Ignite Sales March 2012 - September 2012
Fidelity Investments August 2011 - March 2012
Tektronix June 2006 - August 2011
Skills
Linux, Agile Methodologies, Software Engineering, JavaScript, HTML, Spring, Hibernate, Subversion, Maven, Scala, Software Design, HTML 5, CSS3, AJAX, Git, SBT, SQL, Shell Scripting, Groovy, jQuery, CSS, Tomcat, Grails, Squeryl, Mercurial, Amazon Web Services..., Cloud Computing, Continuous Integration, Cloud Computing IaaS, Cloud Security, Hybrid Cloud, Data Warehouse..., Unix, Software Development
Education
The University of Texas at Dallas 2006 — 2007
MS, Computer Science
The University of Texas at Dallas 2006 — 2007
Master of Science (MS), Computer Science
The University of Texas at Dallas 2002 — 2005
Bachelor of Science (BS), Computer Science, 3.59
Andrew Stockton's Fidelity Investments Experience June 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
MapMyFitness May 2013 - August 2013
AQS Asset Management May 2013 - August 2013
Bar-Z May 2011 - August 2012
Accident Reconstruction Engineers January 2009 - August 2010
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Math / Economics
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
MapMyFitness May 2013 - August 2013
AQS Asset Management May 2013 - August 2013
Bar-Z May 2011 - August 2012
Accident Reconstruction Engineers January 2009 - August 2010
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Math / Economics
Brent Boitmann Brent Boitmann's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Task Force Ranger Cattle Co. November 2013 - June 2014
YoungLife August 2013 - December 2013
Pappas Restaurants, Inc. May 2013 - August 2013
HomeGoods May 2012 - August 2012
Southlake Carroll Varsity Basketball May 2012 - August 2012
AAU Basketball November 2010 - April 2011
Skills
Data Analysis, Microsoft Excel, Economics, Microsoft Office, Teamwork, Financial Analysis, Research, Financial Modeling, Customer Service, Spanish, Forecasting
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Economics, 3.7
Carroll Senior High School
Fidelity Investments July 2014 - Present
Task Force Ranger Cattle Co. November 2013 - June 2014
YoungLife August 2013 - December 2013
Pappas Restaurants, Inc. May 2013 - August 2013
HomeGoods May 2012 - August 2012
Southlake Carroll Varsity Basketball May 2012 - August 2012
AAU Basketball November 2010 - April 2011
Skills
Data Analysis, Microsoft Excel, Economics, Microsoft Office, Teamwork, Financial Analysis, Research, Financial Modeling, Customer Service, Spanish, Forecasting
Education
The University of Texas at Austin 2011 — 2014
Bachelor's Degree, Economics, 3.7
Carroll Senior High School
Eric Wynn Eric Wynn's Fidelity Investments Experience 2013 - 2014
Job Partner at W.B. and Associates
Industry Financial Services
Experience
W.B. & Associates 2014 - Present
Pan-Pacific Trident Capital 2014 - June 2015
Fidelity Investments 2013 - 2014
Fidelity Investments April 2012 - May 2013
sinosure 2011 - 2012
Thermo Fisher Scientific 2010 - 2011
Skills
Investment Strategies, Asset Allocation, Portfolio Performance..., Personal Financial..., Client Development, Wealth Management, Manage Client..., Stock Trading, Mutual Funds, ETFs, Fixed Income, Option Trading, Retirement Planning, Retirement Savings, Sales Process, Mandarin Chinese, Electronic Trading, Investment Advisory, Team Building, 401k Rollovers, Fixed Annuities, Insurance, Variable Annuities, Financial Risk, Bonds, Corporate Finance, Economics, Emerging Markets, Options, Investments, Retirement, Finance, Portfolio Management, Mandarin, Trading, Series 63, Series 7, Bloomberg, Roth IRA, High Net Worth..., Private Equity, Financial Analysis, Venture Capital
Education
The University of Texas at Dallas
Business Administration and Management, General
W.B. & Associates 2014 - Present
Pan-Pacific Trident Capital 2014 - June 2015
Fidelity Investments 2013 - 2014
Fidelity Investments April 2012 - May 2013
sinosure 2011 - 2012
Thermo Fisher Scientific 2010 - 2011
Skills
Investment Strategies, Asset Allocation, Portfolio Performance..., Personal Financial..., Client Development, Wealth Management, Manage Client..., Stock Trading, Mutual Funds, ETFs, Fixed Income, Option Trading, Retirement Planning, Retirement Savings, Sales Process, Mandarin Chinese, Electronic Trading, Investment Advisory, Team Building, 401k Rollovers, Fixed Annuities, Insurance, Variable Annuities, Financial Risk, Bonds, Corporate Finance, Economics, Emerging Markets, Options, Investments, Retirement, Finance, Portfolio Management, Mandarin, Trading, Series 63, Series 7, Bloomberg, Roth IRA, High Net Worth..., Private Equity, Financial Analysis, Venture Capital
Education
The University of Texas at Dallas
Business Administration and Management, General
Danielle Baxter's Fidelity Investments Experience July 2011 - March 2014
Job Proofreader and Writer
Industry Writing and Editing
Experience
Texas Advertising May 2014 - Present
Ansira March 2014 - Present
Fidelity Investments July 2011 - March 2014
Austin Community College August 2009 - May 2010
The Daily Texan August 2008 - May 2009
Skills
Proofreading, Editing, Blogging, Creative Writing, Microsoft Office, AP Style, Copy Editing, Editorial, Grammar, Advertising, Teaching, Interpersonal Skill, Project Management, Employee Training, Organization, Highly self-motivated, Literature, Meet Deadlines, Creation Of Training..., Childcare, Publishing, Copywriting, Technical Writing, Content Development, Success Driven, Mentoring, Poetry, Fiction Writing, Young Adult Literature
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), English
Texas Advertising May 2014 - Present
Ansira March 2014 - Present
Fidelity Investments July 2011 - March 2014
Austin Community College August 2009 - May 2010
The Daily Texan August 2008 - May 2009
Skills
Proofreading, Editing, Blogging, Creative Writing, Microsoft Office, AP Style, Copy Editing, Editorial, Grammar, Advertising, Teaching, Interpersonal Skill, Project Management, Employee Training, Organization, Highly self-motivated, Literature, Meet Deadlines, Creation Of Training..., Childcare, Publishing, Copywriting, Technical Writing, Content Development, Success Driven, Mentoring, Poetry, Fiction Writing, Young Adult Literature
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), English
Sai Marathe Sai Marathe's Fidelity Investments Experience March 2015 - Present
Job Senior Software Engineer Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2012 - February 2015
Bank of America January 2012 - May 2012
The University of Texas at Dallas May 2011 - December 2011
National Stock Exchange InfoTech Services Ltd., India July 2007 - July 2010
Skills
Scrum, Unix, Software Development, C++, JavaScript, Microsoft Azure, PHP, C, Databases, SQL, Perl, C#, Drupal, Shell Scripting, HTML 5, Responsive Web Design, Cloud Computing, Core Java, Visual C++, TypeScript, CSS3, Kanban, Sockets, Hadoop, MapReduce, Multithreaded..., MFC, ML, Test Driven Development, Prolog, Finance Domain, FIX, STL, MySQL, TFS, Apache Cordova, Jasmine
Education
The University of Texas at Dallas 2010 — 2012
Masters of Science, Computer Science, 3.94
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology(IT), 62
Bhavans
Fidelity Investments March 2015 - Present
Fidelity Investments June 2012 - February 2015
Bank of America January 2012 - May 2012
The University of Texas at Dallas May 2011 - December 2011
National Stock Exchange InfoTech Services Ltd., India July 2007 - July 2010
Skills
Scrum, Unix, Software Development, C++, JavaScript, Microsoft Azure, PHP, C, Databases, SQL, Perl, C#, Drupal, Shell Scripting, HTML 5, Responsive Web Design, Cloud Computing, Core Java, Visual C++, TypeScript, CSS3, Kanban, Sockets, Hadoop, MapReduce, Multithreaded..., MFC, ML, Test Driven Development, Prolog, Finance Domain, FIX, STL, MySQL, TFS, Apache Cordova, Jasmine
Education
The University of Texas at Dallas 2010 — 2012
Masters of Science, Computer Science, 3.94
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology(IT), 62
Bhavans
Blake Osenbaugh Blake Osenbaugh's Fidelity Investments Experience June 2014 - Present
Job Product Specialist III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Navigation Financial Group of Dallas Texas June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Communication, Selling Skills, Entrepreneurial Finance
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (BS), Finance, General
Fidelity Investments June 2014 - Present
Navigation Financial Group of Dallas Texas June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Communication, Selling Skills, Entrepreneurial Finance
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (BS), Finance, General
Daniel Crabtree's Fidelity Investments Experience November 2013 - Present
Job Investment Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - November 2013
Fidelity Investments June 2012 - October 2012
Fidelity Investments June 2011 - June 2012
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Fund Accounting, Bloomberg
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2013 - Present
Fidelity Investments October 2012 - November 2013
Fidelity Investments June 2012 - October 2012
Fidelity Investments June 2011 - June 2012
Skills
Mutual Funds, Microsoft Office, Microsoft Excel, Fund Accounting, Bloomberg
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Arts (B.A.), Economics
Aswath Narayanan V's Fidelity Investments Experience January 2013 - Present
Job Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2013 - Present
XTRAC Solutions April 2013 - June 2013
RockstarTemplate May 2010 - December 2011
Chetna-dfw.org May 2011 - August 2011
Skills
MySQL, CSS, JavaScript, Sun Certified Java..., JSP, Apache, Joomla, TCP/IP, Eclipse, Web Design, WordPress, Java Enterprise Edition, SAP BI, Crystal Xcelsius, PHP, HTML, J2EE, JavaFX, Oracle, JMS, NS2, Drupal, MPLS, UDP, BGP, AODV, OSPF, Rational Rose..., IBM Rational Rhapsody, Sun Certified Web..., Cloud Computing, Cloud Security
Education
The University of Texas at Dallas 2011 — 2012
MS, Computer Science
SRM Easwari Engineering College (Chennai ,India) 2006 — 2010
Bachelor of Engineering, Computer Science
Fidelity Investments January 2013 - Present
XTRAC Solutions April 2013 - June 2013
RockstarTemplate May 2010 - December 2011
Chetna-dfw.org May 2011 - August 2011
Skills
MySQL, CSS, JavaScript, Sun Certified Java..., JSP, Apache, Joomla, TCP/IP, Eclipse, Web Design, WordPress, Java Enterprise Edition, SAP BI, Crystal Xcelsius, PHP, HTML, J2EE, JavaFX, Oracle, JMS, NS2, Drupal, MPLS, UDP, BGP, AODV, OSPF, Rational Rose..., IBM Rational Rhapsody, Sun Certified Web..., Cloud Computing, Cloud Security
Education
The University of Texas at Dallas 2011 — 2012
MS, Computer Science
SRM Easwari Engineering College (Chennai ,India) 2006 — 2010
Bachelor of Engineering, Computer Science
Keesha Williams Keesha Williams's Fidelity Investments Experience February 2001 - July 2004
Job Senior Training Manager at GENPACT
Industry Human Resources
Experience
GENPACT April 2015 - Present
Nationstar Mortgage September 2013 - April 2015
Training Folks, Inc 2007 - 2013
OpExNow October 2011 - June 2012
Hotels.com 2005 - 2007
JPMorgan Chase July 2004 - October 2005
Fidelity Investments February 2001 - July 2004
Verizon Wireless November 2000 - December 2000
Staffing Services May 2000 - November 2000
VARTECH June 1998 - April 2000
Skills
Leadership, Banking, Instructional Design, Talent Management, Leadership Development, Coaching, Training, Customer Retention, Hands-on Training, Change Management, Process Improvement, Employee Training, Recruiting, Staff Development, Customer Service, Instructor-led Training, Training Delivery, Team Building, Organizational..., Team Leadership, Workshop Facilitation, Management, Public Speaking, Onboarding, Succession Planning, Executive Coaching, Organizational..., Analysis, Performance Management, Employee Relations, Interviews, Employee Engagement, Needs Analysis, Conflict Resolution, Call Centers, Performance Improvement, Career Development, ADDIE, Performance Consulting, Learning Management, Blended Learning, Captivate, Workforce Planning, Organizational Learning, E-Learning, Virtual Training, Soft Skills
Education
Paul Quinn College 1994 — 1996
Organizational Management, Human Resource, Business, Training and Development
The University of Texas at Austin 1984 — 1987
Business Administration and Management, General
Skyline High School 1980 — 1984
Diploma, Computer Science
GENPACT April 2015 - Present
Nationstar Mortgage September 2013 - April 2015
Training Folks, Inc 2007 - 2013
OpExNow October 2011 - June 2012
Hotels.com 2005 - 2007
JPMorgan Chase July 2004 - October 2005
Fidelity Investments February 2001 - July 2004
Verizon Wireless November 2000 - December 2000
Staffing Services May 2000 - November 2000
VARTECH June 1998 - April 2000
Skills
Leadership, Banking, Instructional Design, Talent Management, Leadership Development, Coaching, Training, Customer Retention, Hands-on Training, Change Management, Process Improvement, Employee Training, Recruiting, Staff Development, Customer Service, Instructor-led Training, Training Delivery, Team Building, Organizational..., Team Leadership, Workshop Facilitation, Management, Public Speaking, Onboarding, Succession Planning, Executive Coaching, Organizational..., Analysis, Performance Management, Employee Relations, Interviews, Employee Engagement, Needs Analysis, Conflict Resolution, Call Centers, Performance Improvement, Career Development, ADDIE, Performance Consulting, Learning Management, Blended Learning, Captivate, Workforce Planning, Organizational Learning, E-Learning, Virtual Training, Soft Skills
Education
Paul Quinn College 1994 — 1996
Organizational Management, Human Resource, Business, Training and Development
The University of Texas at Austin 1984 — 1987
Business Administration and Management, General
Skyline High School 1980 — 1984
Diploma, Computer Science
Preston Meyer Preston Meyer's Fidelity Investments Experience September 2014 - March 2015
Job Investment Solutions Rep at Fidelity Investments
Industry Investment Management
Experience
TIAA-CREF May 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments February 2014 - September 2014
The University of Texas at Austin September 2007 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Social Media, Social Networking, Investments, Retirement Savings, Market Research, Boot Camp, Leadership, Sales, Facebook, Financial Analysis
Education
The University of Texas at Austin 2007 — 2013
Bachelor of Arts (B.A.), History
Marine Military Academy 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
TIAA-CREF May 2015 - Present
Fidelity Investments September 2014 - March 2015
Fidelity Investments February 2014 - September 2014
The University of Texas at Austin September 2007 - December 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Social Media, Social Networking, Investments, Retirement Savings, Market Research, Boot Camp, Leadership, Sales, Facebook, Financial Analysis
Education
The University of Texas at Austin 2007 — 2013
Bachelor of Arts (B.A.), History
Marine Military Academy 2003 — 2007
High School, High School/Secondary Diplomas and Certificates
Rachelle Rogers's Fidelity Investments Experience May 2015 - August 2015
Job Technical Intern at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2015 - August 2015
Malauzai Software Inc July 2014 - August 2014
James Avery Jewelry November 2013 - January 2014
Various Families June 2011 - June 2013
Skills
Java, CSS, HTML, Sales, Microsoft Office, Quality Assurance, Customer Service, Microsoft Excel, Leadership, Project Management, Data Entry, Algorithms, Microsoft Word
Education
The University of Texas at Austin 2013 — 2017
BSA, Computer Science, Junior
The University of Texas at San Antonio 2012 — 2013
Ronald Reagan High School 2009 — 2012
Fidelity Investments May 2015 - August 2015
Malauzai Software Inc July 2014 - August 2014
James Avery Jewelry November 2013 - January 2014
Various Families June 2011 - June 2013
Skills
Java, CSS, HTML, Sales, Microsoft Office, Quality Assurance, Customer Service, Microsoft Excel, Leadership, Project Management, Data Entry, Algorithms, Microsoft Word
Education
The University of Texas at Austin 2013 — 2017
BSA, Computer Science, Junior
The University of Texas at San Antonio 2012 — 2013
Ronald Reagan High School 2009 — 2012
Caleb Boldt Caleb Boldt's Fidelity Investments Experience June 2012 - December 2012
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
H.I.S. BridgeBuilders 2013 - 2013
Fidelity Investments June 2012 - December 2012
Skills
Financial Modeling, Data Analysis, Valuation, Account Reconciliation, Analysis, Banking, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Duff & Phelps July 2014 - Present
H.I.S. BridgeBuilders 2013 - 2013
Fidelity Investments June 2012 - December 2012
Skills
Financial Modeling, Data Analysis, Valuation, Account Reconciliation, Analysis, Banking, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Victoria Duyka Victoria Duyka's Fidelity Investments Experience January 2014 - April 2014
Job Attended The University of Texas at Austin
Industry Sports
Experience
lululemon athletica October 2014 - Present
Fidelity Investments January 2014 - April 2014
The Ultimate Lock December 2013 - January 2014
CoreFit February 2012 - September 2013
Austin Juniors Volleyball Club January 2011 - March 2013
Texas Student Television November 2012 - 2012
Skills
Social Media, Broadcast, Sports Marketing, Sports, Social Networking, Event Planning, Public Speaking, Event Management, Advertising, Marketing, Facebook
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (BS), Kinesiology
lululemon athletica October 2014 - Present
Fidelity Investments January 2014 - April 2014
The Ultimate Lock December 2013 - January 2014
CoreFit February 2012 - September 2013
Austin Juniors Volleyball Club January 2011 - March 2013
Texas Student Television November 2012 - 2012
Skills
Social Media, Broadcast, Sports Marketing, Sports, Social Networking, Event Planning, Public Speaking, Event Management, Advertising, Marketing, Facebook
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (BS), Kinesiology
Ashley Penney's Fidelity Investments Experience April 2012 - April 2013
Job Client Service Associate at Fuller & Company
Industry Financial Services
Experience
Fuller & Company February 2015 - Present
Albertelli Law April 2013 - September 2014
Fidelity Investments April 2012 - April 2013
Fidelity Investments October 2009 - April 2012
Fidelity Investments January 2008 - October 2009
Fidelity Investments September 2006 - January 2008
Skills
Finance, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, FINRA, Wealth Management, 401k, Investment Advisory
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts, Government, Spanish
Fuller & Company February 2015 - Present
Albertelli Law April 2013 - September 2014
Fidelity Investments April 2012 - April 2013
Fidelity Investments October 2009 - April 2012
Fidelity Investments January 2008 - October 2009
Fidelity Investments September 2006 - January 2008
Skills
Finance, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Securities, Series 6, Series 63, Series 7, FINRA, Wealth Management, 401k, Investment Advisory
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts, Government, Spanish
Lauren Nguyen, CFP® Lauren Nguyen, CFP®'s Fidelity Investments Experience November 1993 - February 1998
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services March 2011 - Present
Charles Schwab February 1998 - April 2011
Fidelity Investments November 1993 - February 1998
Skills
Financial Planning, Financial Services, Wealth Management, Asset Allocation, Series 63, Asset Management, Securities, Insurance, Investment Advisory, Equities
Education
Nolan Catholic High School 1981 — 1985
The University of Texas at Dallas
BS, Business Finance
UBS Financial Services March 2011 - Present
Charles Schwab February 1998 - April 2011
Fidelity Investments November 1993 - February 1998
Skills
Financial Planning, Financial Services, Wealth Management, Asset Allocation, Series 63, Asset Management, Securities, Insurance, Investment Advisory, Equities
Education
Nolan Catholic High School 1981 — 1985
The University of Texas at Dallas
BS, Business Finance
Lauren Qualls Lauren Qualls's Fidelity Investments Experience April 2014 - Present
Job Performance Analyst Board of Trustee Reporting
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments November 2010 - Present
Veritas Advisory Group June 2009 - October 2010
Education
University of North Texas 2012 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Minor in Spanish
Fidelity Investments April 2014 - Present
Fidelity Investments November 2010 - Present
Veritas Advisory Group June 2009 - October 2010
Education
University of North Texas 2012 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Minor in Spanish
Tim Attel Tim Attel's Fidelity Investments Experience May 2000 - April 2006
Job Ticket Operations, Dallas Cowboys
Industry Sports
Experience
Dallas Cowboys June 2009 - Present
Extra Innings of Plano January 2007 - Present
Pointer Properties of Texas LLC April 2006 - Present
POINTER PROPERTIES OF TEXAS January 2006 - Present
Fidelity Investments May 2000 - April 2006
Fidelity Investments January 2000 - January 2006
Fidelity Investments November 2004 - December 2005
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 2000 - January 2001
Jackson Generals Baseball Club January 1995 - January 1999
Skills
NFL, Ticket Sales, Sponsorship, 401k, Sports, Sales, Retirement, Retirement Planning, Sponsorship Sales, Sports Marketing, Sports Management, Baseball, Real Estate, Investment Strategies, Football, Investments
Education
The University of Texas at Austin 1992 — 1995
BS, Sports Management
UNIVERSITY OF TEXAS 1992 — 1995
Bachelor of Science, Sport Management & Business Administration
Dallas Cowboys June 2009 - Present
Extra Innings of Plano January 2007 - Present
Pointer Properties of Texas LLC April 2006 - Present
POINTER PROPERTIES OF TEXAS January 2006 - Present
Fidelity Investments May 2000 - April 2006
Fidelity Investments January 2000 - January 2006
Fidelity Investments November 2004 - December 2005
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 2000 - January 2001
Jackson Generals Baseball Club January 1995 - January 1999
Skills
NFL, Ticket Sales, Sponsorship, 401k, Sports, Sales, Retirement, Retirement Planning, Sponsorship Sales, Sports Marketing, Sports Management, Baseball, Real Estate, Investment Strategies, Football, Investments
Education
The University of Texas at Austin 1992 — 1995
BS, Sports Management
UNIVERSITY OF TEXAS 1992 — 1995
Bachelor of Science, Sport Management & Business Administration
Jacob Lawrence Jacob Lawrence's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Texas Department of Agriculture June 2013 - August 2013
The University of Texas at Austin May 2012 - January 2013
Education
The University of Texas at Austin 2010 — 2014
Bachelor’s Degree, Economics
Fidelity Investments February 2015 - Present
Texas Department of Agriculture June 2013 - August 2013
The University of Texas at Austin May 2012 - January 2013
Education
The University of Texas at Austin 2010 — 2014
Bachelor’s Degree, Economics
Eric Shaw Eric Shaw's Fidelity Investments Experience 1995 - 2000
Job Sr. Director of Compensation, Benefits, & HRIS at Service Experts
Industry Consumer Goods
Experience
CROSSMARK April 2011 - June 2013
Dal-Tile 2009 - 2011
FedEx Office 2007 - 2009
Palm Harbor Homes 2000 - 2007
Fidelity Investments 1995 - 2000
Skills
Performance Management, Compensation, Benefits, Talent Management, Employee Benefits, Talent Acquisition, Human Resources, Deferred Compensation, Organizational Design, Personnel Management, Employee Relations, FMLA, Vendor Management, Strategic Planning, Benefits Administration, HRIS, Management, Leadership, Strategy, Applicant Tracking..., Sales, Process Improvement, Business Planning, Recruiting, Onboarding, Change Management, Employee Engagement, Team Building
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1994
BBA, Business Administration, Marketing
CROSSMARK April 2011 - June 2013
Dal-Tile 2009 - 2011
FedEx Office 2007 - 2009
Palm Harbor Homes 2000 - 2007
Fidelity Investments 1995 - 2000
Skills
Performance Management, Compensation, Benefits, Talent Management, Employee Benefits, Talent Acquisition, Human Resources, Deferred Compensation, Organizational Design, Personnel Management, Employee Relations, FMLA, Vendor Management, Strategic Planning, Benefits Administration, HRIS, Management, Leadership, Strategy, Applicant Tracking..., Sales, Process Improvement, Business Planning, Recruiting, Onboarding, Change Management, Employee Engagement, Team Building
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1994
BBA, Business Administration, Marketing
Hossein Ganjizadeh's Fidelity Investments Experience July 2014 - May 2015
Job Workplace Planning & Guidance Consultant I
Industry Banking
Experience
Merrill Lynch June 2015 - Present
Fidelity Investments July 2014 - May 2015
variety of supplement companies January 2009 - July 2014
University of Texas August 2011 - May 2012
Best Buy February 2007 - May 2012
Rogers Jewelers May 2011 - August 2011
Texas A&M Commerce/Dallas June 2009 - August 2009
GNC February 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Backtrack, Sales, Mathlab, Leadership, Social Networking, Facebook
Education
The University of Texas at Austin 2010 — 2013
Mathematics
Merrill Lynch June 2015 - Present
Fidelity Investments July 2014 - May 2015
variety of supplement companies January 2009 - July 2014
University of Texas August 2011 - May 2012
Best Buy February 2007 - May 2012
Rogers Jewelers May 2011 - August 2011
Texas A&M Commerce/Dallas June 2009 - August 2009
GNC February 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Backtrack, Sales, Mathlab, Leadership, Social Networking, Facebook
Education
The University of Texas at Austin 2010 — 2013
Mathematics
Marcus Reed Marcus Reed's Fidelity Investments Experience June 1999 - June 2001
Job Manager at Scottrade
Industry Financial Services
Experience
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Scottrade November 2014 - Present
Scottrade August 2014 - October 2014
TD Ameritrade October 2002 - April 2014
Fidelity Investments June 1999 - June 2001
Morgan Stanley May 1996 - June 1999
Skills
Series 7, Series 63, Asset Allocation, Uniform Combined State..., Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management, Investments
Education
University of Houston 1993 — 1996
Bachelor of Science (B.S.), Political Science and Government
University of Houston 1993 — 1995
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1990 — 1993
Joseph W. Cohen Joseph W. Cohen's Fidelity Investments Experience January 2006 - September 2006
Job Partner, Finance & Business Intelligence
Industry Financial Services
Experience
9Gauge Partners, LLC April 2014 - Present
9Gauge Partners, LLC August 2012 - March 2014
9Gauge Partners, LLC April 2011 - August 2012
CXO Strategies, LLC May 2010 - July 2011
Hoovers Inc. January 2008 - July 2010
Dun & Bradstreet September 2006 - December 2007
Fidelity Investments January 2006 - September 2006
BostonCoach November 2003 - January 2006
McCombs School of Business 2002 - 2003
Ford Motor Company June 2000 - August 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Analytics, Financial Modeling, Analysis, Forecasting, Project Management, Data Analysis, Cross-functional Team..., Budgets, Strategic Planning, Business Intelligence, Business Strategy, Start-ups, Team Leadership, Management, Accounting, Strategy, CRM, Account Management, Financial Reporting, SaaS, Leadership, Quality Assurance, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
The University of Texas at Austin 1993 — 1997
BS
Randolph High 1990 — 1993
9Gauge Partners, LLC April 2014 - Present
9Gauge Partners, LLC August 2012 - March 2014
9Gauge Partners, LLC April 2011 - August 2012
CXO Strategies, LLC May 2010 - July 2011
Hoovers Inc. January 2008 - July 2010
Dun & Bradstreet September 2006 - December 2007
Fidelity Investments January 2006 - September 2006
BostonCoach November 2003 - January 2006
McCombs School of Business 2002 - 2003
Ford Motor Company June 2000 - August 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Analytics, Financial Modeling, Analysis, Forecasting, Project Management, Data Analysis, Cross-functional Team..., Budgets, Strategic Planning, Business Intelligence, Business Strategy, Start-ups, Team Leadership, Management, Accounting, Strategy, CRM, Account Management, Financial Reporting, SaaS, Leadership, Quality Assurance, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
The University of Texas at Austin 1993 — 1997
BS
Randolph High 1990 — 1993
Frank Pouzar Frank Pouzar's Fidelity Investments Experience January 2003 - January 2009
Job Sr. Infrastructure Project Manager at Apex Systems Contractor: Southwest Airlines
Industry Information Technology and Services
Experience
Apex Systems Contractor: Southwest Airlines August 2013 - Present
Matrix Resources Contractor: Fujitsu NA May 2012 - August 2013
Citi Group January 2009 - May 2012
Fidelity Investments January 2003 - January 2009
Fidelity Investments February 1996 - January 2003
Skills
Mainframe, TSO, PMP, z/OS, Disaster Recovery, Integration, Vendor Management, COBOL, Business Analysis, JCL, MS Project, Process Improvement, Data Center, IT Management, Software Documentation
Education
The University of Texas at Austin
BA, English
The University of Texas at Austin
MLS, Library Information Science
Apex Systems Contractor: Southwest Airlines August 2013 - Present
Matrix Resources Contractor: Fujitsu NA May 2012 - August 2013
Citi Group January 2009 - May 2012
Fidelity Investments January 2003 - January 2009
Fidelity Investments February 1996 - January 2003
Skills
Mainframe, TSO, PMP, z/OS, Disaster Recovery, Integration, Vendor Management, COBOL, Business Analysis, JCL, MS Project, Process Improvement, Data Center, IT Management, Software Documentation
Education
The University of Texas at Austin
BA, English
The University of Texas at Austin
MLS, Library Information Science
Jeffrey Lambeth Jeffrey Lambeth's Fidelity Investments Experience July 2007 - March 2009
Job Branch Manager, National BranchSoutheast at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
Waterworth Wealth Advisors, LLC August 2012 - April 2015
Seeking Opportunities February 2012 - July 2012
Batteries Plus August 2009 - December 2011
Fidelity Investments July 2007 - March 2009
Fidelity Investments May 2001 - June 2007
Fidelity Investments February 1998 - April 2001
Fidelity Investments August 1992 - February 1998
Skills
Retirement Planning, Wealth Management, Retirement, Forecasting, Strategic Planning, Financial Advisory, Investments, Strategy, Personal Finance, Retail, Financial Services, Customer Service, Financial Risk, Investment Advisory, Leadership, Asset Management, Process Improvement, Securities, Financial Analysis, Tax, Finance, Estate Planning, Insurance, Alternative Investments, Investment Management, Sales, Financial Modeling, FINRA, Channel Partners, 401k, Networking, Investment Strategies, Community Development, Risk Management, Financial Planners, Promotions, Wealth, Management, Managerial Finance, Series 7, Integration, Trust, Small Business, Credibility, Mutual Funds, Series 63, Business Planning, Banking, Asset Allocation, New Business Development
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
TD Ameritrade May 2015 - Present
Waterworth Wealth Advisors, LLC August 2012 - April 2015
Seeking Opportunities February 2012 - July 2012
Batteries Plus August 2009 - December 2011
Fidelity Investments July 2007 - March 2009
Fidelity Investments May 2001 - June 2007
Fidelity Investments February 1998 - April 2001
Fidelity Investments August 1992 - February 1998
Skills
Retirement Planning, Wealth Management, Retirement, Forecasting, Strategic Planning, Financial Advisory, Investments, Strategy, Personal Finance, Retail, Financial Services, Customer Service, Financial Risk, Investment Advisory, Leadership, Asset Management, Process Improvement, Securities, Financial Analysis, Tax, Finance, Estate Planning, Insurance, Alternative Investments, Investment Management, Sales, Financial Modeling, FINRA, Channel Partners, 401k, Networking, Investment Strategies, Community Development, Risk Management, Financial Planners, Promotions, Wealth, Management, Managerial Finance, Series 7, Integration, Trust, Small Business, Credibility, Mutual Funds, Series 63, Business Planning, Banking, Asset Allocation, New Business Development
Education
The University of Texas at Austin 1979 — 1983
BBA, Finance
Frances Carroll Frances Carroll's Fidelity Investments Experience July 1996 - January 2008
Job Dean of Academic Affairs at Beckfield College
Industry Education Management
Experience
Beckfield College April 2013 - Present
Antonelli College June 2008 - November 2012
Antonelli College June 2008 - January 2011
Fidelity Investments July 1996 - January 2008
James N. Gamble Institute of Medical Research 1989 - 1995
Skills
Teaching, Continuing Education, Staff Development, Student Development, Student Retention, Adult Education, Admissions, Retaining Customers, Higher Education, Career Counseling, Curriculum Development, Resume Writing, Leadership, Student Recruiting, Training, Coaching, Public Speaking, Student Affairs, Leadership Development, Curriculum Design
Education
Xavier University 1990 — 1994
MBA, General Business
The University of Texas at Austin 1982 — 1986
BA, Microbiology
Beckfield College April 2013 - Present
Antonelli College June 2008 - November 2012
Antonelli College June 2008 - January 2011
Fidelity Investments July 1996 - January 2008
James N. Gamble Institute of Medical Research 1989 - 1995
Skills
Teaching, Continuing Education, Staff Development, Student Development, Student Retention, Adult Education, Admissions, Retaining Customers, Higher Education, Career Counseling, Curriculum Development, Resume Writing, Leadership, Student Recruiting, Training, Coaching, Public Speaking, Student Affairs, Leadership Development, Curriculum Design
Education
Xavier University 1990 — 1994
MBA, General Business
The University of Texas at Austin 1982 — 1986
BA, Microbiology
Julia Whitley Julia Whitley's Fidelity Investments Experience 2014 - Present
Job Director Enterprise Relationships Group
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments July 2012 - June 2014
HEC Paris 2011 - 2012
L'Oréal 2011 - 2011
Dell, Inc. 2002 - 2009
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Corporate Finance, Cross-functional Team..., Finance, Valuation, Marketing, Analysis, Business Strategy, Business Analysis, Leadership, Product Management, Strategy, Management Consulting, Marketing Strategy, Accounting
Education
HEC Paris 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2011 — 2012
Global Consulting Practicum
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2002
Bachelor of Business Administration, Finance
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Government
Fidelity Investments 2014 - Present
Fidelity Investments July 2012 - June 2014
HEC Paris 2011 - 2012
L'Oréal 2011 - 2011
Dell, Inc. 2002 - 2009
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Corporate Finance, Cross-functional Team..., Finance, Valuation, Marketing, Analysis, Business Strategy, Business Analysis, Leadership, Product Management, Strategy, Management Consulting, Marketing Strategy, Accounting
Education
HEC Paris 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2011 — 2012
Global Consulting Practicum
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2002
Bachelor of Business Administration, Finance
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Government
Pritesh Bhakta Pritesh Bhakta's Fidelity Investments Experience December 2007 - July 2008
Job Senior Financial Analyst
Industry Computer & Network Security
Experience
Xerox May 2012 - Present
McAfee December 2010 - May 2012
McAfee August 2008 - December 2010
Delta Epsilon Psi Fraternity, Inc. May 2009 - June 2010
Fidelity Investments December 2007 - July 2008
Bear Transportation Services May 2007 - August 2007
Galleria Credit Union February 2006 - May 2007
Skills
SOX, Essbase, Excel, SAP, Databases, Microsoft Excel, Budgets, Finance, Access, Sarbanes-Oxley Act, Sales, Financial Analysis, Accounting, Team Leadership, Variance Analysis, Analysis, Forecasting
Education
The University of Texas at Dallas 2003 — 2007
B.S, Finance w/ Minors in Psychology and Philosophy
Xerox May 2012 - Present
McAfee December 2010 - May 2012
McAfee August 2008 - December 2010
Delta Epsilon Psi Fraternity, Inc. May 2009 - June 2010
Fidelity Investments December 2007 - July 2008
Bear Transportation Services May 2007 - August 2007
Galleria Credit Union February 2006 - May 2007
Skills
SOX, Essbase, Excel, SAP, Databases, Microsoft Excel, Budgets, Finance, Access, Sarbanes-Oxley Act, Sales, Financial Analysis, Accounting, Team Leadership, Variance Analysis, Analysis, Forecasting
Education
The University of Texas at Dallas 2003 — 2007
B.S, Finance w/ Minors in Psychology and Philosophy
Drew Nkwocha Drew Nkwocha's Fidelity Investments Experience January 2005 - May 2007
Job Business Analyst III at MedSynergies
Industry Information Technology and Services
Experience
Dell Services July 2007 - May 2012
Perot Systems May 2008 - June 2010
Perot Systems July 2007 - May 2008
Fidelity Investments January 2005 - May 2007
Skills
Business Analysis, Visio, MS Project, MS Office Suite, PMO, Project Plans, PMI, Business Intelligence, ITIL, Microsoft Office, IT Service Management, Project Planning, Program Management, Requirements Analysis, Business Process, Project Management, Vendor Management, Process Improvement, Microsoft Project, Analysis, Leadership
Education
The University of Texas at Dallas 2000 — 2004
Bachelor's degree, Business Administration
Dell Services July 2007 - May 2012
Perot Systems May 2008 - June 2010
Perot Systems July 2007 - May 2008
Fidelity Investments January 2005 - May 2007
Skills
Business Analysis, Visio, MS Project, MS Office Suite, PMO, Project Plans, PMI, Business Intelligence, ITIL, Microsoft Office, IT Service Management, Project Planning, Program Management, Requirements Analysis, Business Process, Project Management, Vendor Management, Process Improvement, Microsoft Project, Analysis, Leadership
Education
The University of Texas at Dallas 2000 — 2004
Bachelor's degree, Business Administration
Preston Shemme Preston Shemme's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Monument Restaurants October 2008 - December 2011
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Risk Management, Sales, Data Analysis
Education
The University of Texas at Austin 2006 — 2013
Bachelor's Degree, Actuarial Sciences
Fidelity Investments February 2014 - Present
Monument Restaurants October 2008 - December 2011
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Risk Management, Sales, Data Analysis
Education
The University of Texas at Austin 2006 — 2013
Bachelor's Degree, Actuarial Sciences
Saurabh Koshta Saurabh Koshta's Fidelity Investments Experience January 2012 - April 2012
Job Support Escalation Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2012 - Present
Fidelity Investments January 2012 - April 2012
Gillani ERP Solutions Provider September 2011 - December 2011
Cummins Inc May 2011 - August 2011
Zensar Technologies January 2010 - July 2010
Convergys September 2005 - January 2010
Skills
Web 2.0, Enterprise 2.0, KPI, Windows Server 2003, Windows Server, Active Directory, Troubleshooting, Software Project..., Business Intelligence, SOA, Microsoft Technologies, SharePoint, Customer Service, Technical Leadership, Technical Support, DNS, DHCP, IIS, System Setup, Solaris Zones, Solaris, Virtualization, Virtual Server, Virtual PC, VMware ESX, Systems Analysis, UML, Sequence Diagrams, Functional Design, Functional Analysis, Microsoft Exchange, ITIL, Visio
Education
The University of Texas at Dallas 2010 — 2012
MS, Information Technology & Management
D Y Patil College of Engineering 2000 — 2004
BE, Mechanical Engineering
Microsoft July 2012 - Present
Fidelity Investments January 2012 - April 2012
Gillani ERP Solutions Provider September 2011 - December 2011
Cummins Inc May 2011 - August 2011
Zensar Technologies January 2010 - July 2010
Convergys September 2005 - January 2010
Skills
Web 2.0, Enterprise 2.0, KPI, Windows Server 2003, Windows Server, Active Directory, Troubleshooting, Software Project..., Business Intelligence, SOA, Microsoft Technologies, SharePoint, Customer Service, Technical Leadership, Technical Support, DNS, DHCP, IIS, System Setup, Solaris Zones, Solaris, Virtualization, Virtual Server, Virtual PC, VMware ESX, Systems Analysis, UML, Sequence Diagrams, Functional Design, Functional Analysis, Microsoft Exchange, ITIL, Visio
Education
The University of Texas at Dallas 2010 — 2012
MS, Information Technology & Management
D Y Patil College of Engineering 2000 — 2004
BE, Mechanical Engineering
Eric Weiske Eric Weiske's Fidelity Investments Experience September 2011 - Present
Job Director of Fund Accounting at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
JPMorgan July 2009 - September 2011
Capital Group June 1995 - June 2009
Gateway Educational Products June 1992 - June 1995
UPS June 1986 - June 1992
Skills
Auditing, ERISA, Activity Based Costing, Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Investments, Asset Managment, Valuation, Mutual Funds, Securities, Fixed Income, Equities, Account Reconciliation, Internal Controls, Bloomberg, Financial Statements, Portfolio Management, Process Improvement, Fund Of Funds, Due Diligence, ETFs, Asset Management, GAAP, Fund Administration, Business Analysis, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Continuing Professional Education, Strategic Management, Managerial Accounting, Negotiation
University of Redlands 1996 — 1998
MBA, Business and Finance
University of Redlands 1993 — 1995
BBA, Business Management
Fidelity Investments September 2011 - Present
JPMorgan July 2009 - September 2011
Capital Group June 1995 - June 2009
Gateway Educational Products June 1992 - June 1995
UPS June 1986 - June 1992
Skills
Auditing, ERISA, Activity Based Costing, Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Investments, Asset Managment, Valuation, Mutual Funds, Securities, Fixed Income, Equities, Account Reconciliation, Internal Controls, Bloomberg, Financial Statements, Portfolio Management, Process Improvement, Fund Of Funds, Due Diligence, ETFs, Asset Management, GAAP, Fund Administration, Business Analysis, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Continuing Professional Education, Strategic Management, Managerial Accounting, Negotiation
University of Redlands 1996 — 1998
MBA, Business and Finance
University of Redlands 1993 — 1995
BBA, Business Management
David Ramesh David Ramesh's Fidelity Investments Experience August 2010 - September 2013
Job Account Manager at Computer Aid, Inc.
Industry Financial Services
Experience
Computer Aid, Inc. February 2014 - Present
VIVA USA INC October 2013 - February 2014
Fidelity Investments August 2010 - September 2013
The Lanes, Inc. January 2008 - August 2010
Papa Johns February 2005 - April 2010
ZC Sterling August 2003 - January 2005
Midway Airlines April 2001 - September 2003
American Airlines July 1996 - April 2001
Skills
Management, Leadership, Operations Management, Marketing, Project Management, Customer Service, Team Building, Strategic Planning, Sales, Restaurants, Business Development, Customer Service..., Microsoft Office, Account Management, Airlines, Process Improvement, Data Analysis, Team Leadership, Business Analysis, Contract Negotiation, New Business Development, Six Sigma, Visio, Training, Product Development, Customer Satisfaction, Networking, SharePoint, MS Project, Project Planning, Change Management, Vendor Management, Time Management, Microsoft Excel, Software Documentation, CRM, Troubleshooting, Quality Assurance, Analysis, Radio, Television, Cross-functional Team..., Enterprise Software, Financial Analysis, Program Management, Public Speaking, User Requirements, Call Centers, Consulting, Information Technology
Education
University of North Carolina at Greensboro 2011 — 2013
Master of Science (M.S.), Info Technology & Operations Management, 3.88 / 4.00
University of Phoenix 2005 — 2006
BBA, Business, Communications
The University of Texas at Austin 1985 — 1988
Communications, Business
Naperville Central High School
Computer Aid, Inc. February 2014 - Present
VIVA USA INC October 2013 - February 2014
Fidelity Investments August 2010 - September 2013
The Lanes, Inc. January 2008 - August 2010
Papa Johns February 2005 - April 2010
ZC Sterling August 2003 - January 2005
Midway Airlines April 2001 - September 2003
American Airlines July 1996 - April 2001
Skills
Management, Leadership, Operations Management, Marketing, Project Management, Customer Service, Team Building, Strategic Planning, Sales, Restaurants, Business Development, Customer Service..., Microsoft Office, Account Management, Airlines, Process Improvement, Data Analysis, Team Leadership, Business Analysis, Contract Negotiation, New Business Development, Six Sigma, Visio, Training, Product Development, Customer Satisfaction, Networking, SharePoint, MS Project, Project Planning, Change Management, Vendor Management, Time Management, Microsoft Excel, Software Documentation, CRM, Troubleshooting, Quality Assurance, Analysis, Radio, Television, Cross-functional Team..., Enterprise Software, Financial Analysis, Program Management, Public Speaking, User Requirements, Call Centers, Consulting, Information Technology
Education
University of North Carolina at Greensboro 2011 — 2013
Master of Science (M.S.), Info Technology & Operations Management, 3.88 / 4.00
University of Phoenix 2005 — 2006
BBA, Business, Communications
The University of Texas at Austin 1985 — 1988
Communications, Business
Naperville Central High School
Carina (Love) Veverka Carina (Love) Veverka's Fidelity Investments Experience February 2007 - January 2010
Job Owner at Kona Ice of Raleigh
Industry Food & Beverages
Experience
Kona Ice of Raleigh January 2010 - Present
Fidelity Investments February 2007 - January 2010
Fidelity Investments March 2003 - February 2007
Education
The University of Texas at Austin 1997 — 2002
BS, Mathematics
Kona Ice of Raleigh January 2010 - Present
Fidelity Investments February 2007 - January 2010
Fidelity Investments March 2003 - February 2007
Education
The University of Texas at Austin 1997 — 2002
BS, Mathematics
Brittany Glasschroeder Brittany Glasschroeder's Fidelity Investments Experience April 2015 - Present
Job Financial Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2013 - July 2014
The University of Texas at Austin March 2010 - June 2013
Picucci Household June 2010 - August 2012
Education
The University of Texas at Austin 2009 — 2013
B.A, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2013 - July 2014
The University of Texas at Austin March 2010 - June 2013
Picucci Household June 2010 - August 2012
Education
The University of Texas at Austin 2009 — 2013
B.A, Economics
Brian Coyne Brian Coyne's Fidelity Investments Experience June 2005 - August 2005
Job Senior Hardware Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft February 2015 - Present
Microsoft February 2012 - February 2015
Microsoft May 2008 - December 2010
Microsoft July 2006 - May 2008
Fidelity Investments June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
IT Project & Program..., Enterprise Search, Search, Program Management, Software Project..., Agile, Agile Methodologies, Distributed Systems, Agile Project Management, SharePoint, Microsoft Office..., Cloud Computing, Windows Azure, Enterprise Architecture, Scrum, Project Management, Data Center, Software Engineering, SDLC, Software Development, Solution Architecture, Software Design, SaaS, Enterprise Software, Microsoft Technologies
Education
The University of Texas at Austin 2002 — 2006
B.S., Computer Science
Microsoft February 2015 - Present
Microsoft February 2012 - February 2015
Microsoft May 2008 - December 2010
Microsoft July 2006 - May 2008
Fidelity Investments June 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
IT Project & Program..., Enterprise Search, Search, Program Management, Software Project..., Agile, Agile Methodologies, Distributed Systems, Agile Project Management, SharePoint, Microsoft Office..., Cloud Computing, Windows Azure, Enterprise Architecture, Scrum, Project Management, Data Center, Software Engineering, SDLC, Software Development, Solution Architecture, Software Design, SaaS, Enterprise Software, Microsoft Technologies
Education
The University of Texas at Austin 2002 — 2006
B.S., Computer Science
David Bonnes, CFP® David Bonnes, CFP®'s Fidelity Investments Experience January 1993 - January 1999
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Brandon Merritt Brandon Merritt's Fidelity Investments Experience November 2014 - Present
Job Senior UX Developer
Industry Internet
Experience
Fidelity Investments November 2014 - Present
Cramer October 2013 - June 2014
Buildium LLC January 2012 - October 2013
Aquent May 2009 - January 2012
Molecular, Inc. March 2007 - March 2009
Staples, Inc. August 2005 - March 2007
Pragmatic Solutions Inc. February 2004 - June 2005
Phi Consulting January 2004 - February 2004
New Target Inc. August 2003 - January 2004
Systran - Technical & Training Services February 2002 - May 2003
Skills
Leadership, Mentoring, Web Application..., Web Applications, Front-end, HTML 5, HTML5, CSS3, Node.js, JavaScript, jQuery, Ember.js, Git, Responsive Web Design, User Experience, User Interface Design, User Experience Design, User Interface, User-centered Design, CSS, HTML, Usability, Information Architecture, Web Development, Web Design, E-commerce, Interaction Design, Google Analytics, Usability Testing, Visio, Usability Engineering, Wireframes, Section 508, MySQL, Mobile Devices, Mobile Applications, CMS, Illustrator, WordPress, Photoshop, Management
Education
University of Houston-Clear Lake 1996 — 2002
BA
The University of Texas at Austin 1990 — 1997
Fidelity Investments November 2014 - Present
Cramer October 2013 - June 2014
Buildium LLC January 2012 - October 2013
Aquent May 2009 - January 2012
Molecular, Inc. March 2007 - March 2009
Staples, Inc. August 2005 - March 2007
Pragmatic Solutions Inc. February 2004 - June 2005
Phi Consulting January 2004 - February 2004
New Target Inc. August 2003 - January 2004
Systran - Technical & Training Services February 2002 - May 2003
Skills
Leadership, Mentoring, Web Application..., Web Applications, Front-end, HTML 5, HTML5, CSS3, Node.js, JavaScript, jQuery, Ember.js, Git, Responsive Web Design, User Experience, User Interface Design, User Experience Design, User Interface, User-centered Design, CSS, HTML, Usability, Information Architecture, Web Development, Web Design, E-commerce, Interaction Design, Google Analytics, Usability Testing, Visio, Usability Engineering, Wireframes, Section 508, MySQL, Mobile Devices, Mobile Applications, CMS, Illustrator, WordPress, Photoshop, Management
Education
University of Houston-Clear Lake 1996 — 2002
BA
The University of Texas at Austin 1990 — 1997
Deroyce Lewis Deroyce Lewis's Fidelity Investments Experience June 2006 - September 2006
Job Financial Security Analyzer and Researcher / Astute Problem Solver / Spreadsheet Builder
Industry Financial Services
Experience
RealPage, Inc. May 2013 - Present
JPMorgan September 2006 - April 2013
Fidelity Investments June 2006 - September 2006
Wachovia March 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Financial Research, Process Improvement, Spreadsheet Manipulation, Process Efficiency, Economic Growth, Real Estate Development, Commercial Real Estate, Equities, Investments, Spreadsheets, Fixed Income, Customer Service, Derivatives, Leadership, Securities, Management, Financial Modeling, Banking, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin 2000 — 2004
BA, Economics
Longview High School 1996 — 2000
RealPage, Inc. May 2013 - Present
JPMorgan September 2006 - April 2013
Fidelity Investments June 2006 - September 2006
Wachovia March 2005 - June 2006
Skills
Bloomberg, Microsoft Excel, Financial Research, Process Improvement, Spreadsheet Manipulation, Process Efficiency, Economic Growth, Real Estate Development, Commercial Real Estate, Equities, Investments, Spreadsheets, Fixed Income, Customer Service, Derivatives, Leadership, Securities, Management, Financial Modeling, Banking, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin 2000 — 2004
BA, Economics
Longview High School 1996 — 2000
Jerome Ordona's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - September 2014
Northwestern Mutual May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, English, Social Media, Event Management, Marketing Strategy, Economics, Research, Financial Analysis, Stata, Strategic Financial..., Financial Services, Analysis, Leadership, Risk Management, Data Analysis
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments September 2014 - Present
Fidelity Investments April 2014 - September 2014
Northwestern Mutual May 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, English, Social Media, Event Management, Marketing Strategy, Economics, Research, Financial Analysis, Stata, Strategic Financial..., Financial Services, Analysis, Leadership, Risk Management, Data Analysis
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Alex Svirskis Alex Svirskis's Fidelity Investments Experience August 2013 - September 2014
Job Senior Software Analyst at MatrixCare
Industry Accounting
Experience
MatrixCare September 2014 - Present
Fidelity Investments August 2013 - September 2014
Euro Auto Plex Inc September 2008 - August 2013
Interstate Batteries August 2006 - September 2008
Skills
Accounting, Internal Audit, Auditing, Internal Controls, Financial Analysis, Financial Reporting, Tax, Financial Accounting, Payroll Processing, Payroll Analysis, Payroll Conversions, payroll pro, Business Analysis, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Texas at Dallas
MatrixCare September 2014 - Present
Fidelity Investments August 2013 - September 2014
Euro Auto Plex Inc September 2008 - August 2013
Interstate Batteries August 2006 - September 2008
Skills
Accounting, Internal Audit, Auditing, Internal Controls, Financial Analysis, Financial Reporting, Tax, Financial Accounting, Payroll Processing, Payroll Analysis, Payroll Conversions, payroll pro, Business Analysis, Microsoft Excel, Microsoft Office, Customer Service
Education
The University of Texas at Dallas
Nathan Stevens's Fidelity Investments Experience July 2005 - December 2006
Job Account Executive
Industry Oil & Energy
Experience
Platts November 2014 - Present
National CineMedia (NCM) November 2013 - November 2014
Haynes Mechanical Systems May 2012 - August 2013
CGX/Tewell Warren Printing January 2007 - May 2012
Fidelity Investments July 2005 - December 2006
Barton Creek Resort & Spa September 2004 - July 2005
Trane June 2004 - August 2004
Skills
Customer Service, Sales, Account Management, New Business Development, Natural Gas, Relationship Development, B2B, Financial Analysis, Strategic Financial..., Marketing Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Bachelors of Business, Finance
Platts November 2014 - Present
National CineMedia (NCM) November 2013 - November 2014
Haynes Mechanical Systems May 2012 - August 2013
CGX/Tewell Warren Printing January 2007 - May 2012
Fidelity Investments July 2005 - December 2006
Barton Creek Resort & Spa September 2004 - July 2005
Trane June 2004 - August 2004
Skills
Customer Service, Sales, Account Management, New Business Development, Natural Gas, Relationship Development, B2B, Financial Analysis, Strategic Financial..., Marketing Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Bachelors of Business, Finance
Margaret Hons Margaret Hons's Fidelity Investments Experience January 1986 - January 1993
Job Seeking New Opportunities
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
Charles Schwab September 2015 - Present
TIAA-CREF April 1997 - April 2015
CUC International March 1995 - October 1996
Fidelity Investments International March 1994 - December 1994
Fidelity Investments January 1986 - January 1993
Skills
Financial Services, Key Account Management, Retirement, Relationship Management, Project Management, Team Leadership, Consultative Selling, Investments, Retirement Planning, Defined Contribution, Customer Satisfaction, Asset Allocation, Management, ERISA, Executive Management, Qualified Retirement..., Series 6, Series 63, FINRA, Financial Planning, Portfolio Management, Risk Management, Insurance, Securities, Retirement Plan..., Mutual Funds, Fixed Annuities, Variable Annuities, 401k, 403 b, 457 Plans, Investment Advisory, Marketing Communications, Strategic Communications, Strategic Planning
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Finance, Finance
William Strange William Strange's Fidelity Investments Experience July 2010 - Present
Job Actuary, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Buck Consultants August 2007 - July 2010
The Segal Company May 2006 - August 2006
Skills
Retirement, Actuarial, Defined Benefit, Pensions, Mathematics, 401k, ERISA, Defined Contribution, Pension Funds, ALM, Actuarial Science
Education
The University of Texas at Austin 2003 — 2007
BS, Mathematics, Actuarial Science option
The University of Texas at Austin 2003 — 2007
BA, Economics
Fidelity Investments July 2010 - Present
Buck Consultants August 2007 - July 2010
The Segal Company May 2006 - August 2006
Skills
Retirement, Actuarial, Defined Benefit, Pensions, Mathematics, 401k, ERISA, Defined Contribution, Pension Funds, ALM, Actuarial Science
Education
The University of Texas at Austin 2003 — 2007
BS, Mathematics, Actuarial Science option
The University of Texas at Austin 2003 — 2007
BA, Economics
Michael Beren Michael Beren's Fidelity Investments Experience April 1995 - October 2001
Job Managing Director/ Partner at Beren Capital Management | Ambit Energy Direct Sales
Industry Real Estate
Experience
Beren Capital Management September 2012 - Present
TeamParcel Ambit Energy July 2012 - Present
Mr. Parcel September 2004 - Present
Fidelity Investments April 1995 - October 2001
Skills
Retail, Sales, Customer Service, Small Business, Marketing, Entrepreneurship, Strategy, Leadership, Marketing Strategy, Strategic Planning, Time Management, Selling, Real Estate, Negotiation, Management, Investments, Investment Properties, Contract Negotiation
Education
Other 1974 — 1977
B.R.S Divinity
The University of Texas at Austin 1972 — 1974
Theology and Psychology, 3.45 GPA
Beren Capital Management September 2012 - Present
TeamParcel Ambit Energy July 2012 - Present
Mr. Parcel September 2004 - Present
Fidelity Investments April 1995 - October 2001
Skills
Retail, Sales, Customer Service, Small Business, Marketing, Entrepreneurship, Strategy, Leadership, Marketing Strategy, Strategic Planning, Time Management, Selling, Real Estate, Negotiation, Management, Investments, Investment Properties, Contract Negotiation
Education
Other 1974 — 1977
B.R.S Divinity
The University of Texas at Austin 1972 — 1974
Theology and Psychology, 3.45 GPA
Shashi Daulatabad Shashi Daulatabad's Fidelity Investments Experience May 2007 - August 2007
Job Senior Interactive Developer at Publicis Hawkeye
Industry Computer Software
Experience
hawkeye December 2012 - Present
Publicis Hawkeye December 2012 - Present
Public Consulting Group August 2012 - December 2012
Quickoffice (Part of Google) May 2011 - August 2012
SoftLayer Technologies, Inc. May 2010 - May 2011
The Hive Group March 2010 - May 2010
The Hive Group March 2008 - March 2010
Fidelity Investments May 2007 - August 2007
Skills
Agile Methodologies, Web Applications, Spring, Software Development, Scrum, Java, JavaScript, Design Patterns, XML, jQuery, jQuery UI, SQL, Tomcat, JSON, SDLC, AJAX, REST, Mobile Applications, User Interface Design, JIRA, Subversion, OOP, Testing, Web Services, Integration, AngularJS, Node.js, HTML5, Advanced CSS, Web 2.0 Development, Data Visualization, MongoDB, Ext JS, User Interface..., Python, J2EE Application..., Google Maps API, Applied Research, MySQL, Data Analysis, Maven, Rally, Front-end, R&D, Java Enterprise Edition, CSS
Education
The University of Texas at Dallas 2006 — 2007
Masters, Computer Science
Moscow Power Engineering Institute 2001 — 2005
Bachelors, Informatics and Computer Science
hawkeye December 2012 - Present
Publicis Hawkeye December 2012 - Present
Public Consulting Group August 2012 - December 2012
Quickoffice (Part of Google) May 2011 - August 2012
SoftLayer Technologies, Inc. May 2010 - May 2011
The Hive Group March 2010 - May 2010
The Hive Group March 2008 - March 2010
Fidelity Investments May 2007 - August 2007
Skills
Agile Methodologies, Web Applications, Spring, Software Development, Scrum, Java, JavaScript, Design Patterns, XML, jQuery, jQuery UI, SQL, Tomcat, JSON, SDLC, AJAX, REST, Mobile Applications, User Interface Design, JIRA, Subversion, OOP, Testing, Web Services, Integration, AngularJS, Node.js, HTML5, Advanced CSS, Web 2.0 Development, Data Visualization, MongoDB, Ext JS, User Interface..., Python, J2EE Application..., Google Maps API, Applied Research, MySQL, Data Analysis, Maven, Rally, Front-end, R&D, Java Enterprise Edition, CSS
Education
The University of Texas at Dallas 2006 — 2007
Masters, Computer Science
Moscow Power Engineering Institute 2001 — 2005
Bachelors, Informatics and Computer Science
Raef Sanabria Raef Sanabria's Fidelity Investments Experience August 2002 - February 2004
Job Copywriter (Marketing Communications Specialist) at Ecolab
Industry Writing and Editing
Experience
Ecolab November 2014 - Present
JC Penney November 2008 - June 2014
Hotels.com November 2007 - November 2008
Hyrian April 2004 - August 2007
Fidelity Investments August 2002 - February 2004
Skills
Web Content, Editing, Newsletters, Advertising, Ap Style, Interviews, Management, Photoshop, Copywriting, Copy Editing, Recruiting, Social Media Marketing, Training, Time Management, AP Style, Press Releases, Digital Marketing
Education
The University of Texas at Austin
BS, Communication
Ecolab November 2014 - Present
JC Penney November 2008 - June 2014
Hotels.com November 2007 - November 2008
Hyrian April 2004 - August 2007
Fidelity Investments August 2002 - February 2004
Skills
Web Content, Editing, Newsletters, Advertising, Ap Style, Interviews, Management, Photoshop, Copywriting, Copy Editing, Recruiting, Social Media Marketing, Training, Time Management, AP Style, Press Releases, Digital Marketing
Education
The University of Texas at Austin
BS, Communication
Matt McCluskey Matt McCluskey's Fidelity Investments Experience July 2014 - September 2015
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company August 2015 - Present
Fidelity Investments July 2014 - September 2015
Skills
Estate Planning, Key Person Protection, Licensed Life Insurance..., Life Insurance, Life Insurance..., Protection..., Retirement Planning, Term Life Insurance, Whole Life Insurance, Business Networking, Customer Relations, Sales, Retirement, Whole Life
Education
The University of Texas at Dallas 2012 — 2014
Bachelor's degree, Finance, General
New York Life Insurance Company August 2015 - Present
Fidelity Investments July 2014 - September 2015
Skills
Estate Planning, Key Person Protection, Licensed Life Insurance..., Life Insurance, Life Insurance..., Protection..., Retirement Planning, Term Life Insurance, Whole Life Insurance, Business Networking, Customer Relations, Sales, Retirement, Whole Life
Education
The University of Texas at Dallas 2012 — 2014
Bachelor's degree, Finance, General
Christie Jones (Hamilton)'s Fidelity Investments Experience September 2007 - September 2008
Job MBA, The University of Texas McCombs School of Business, Experienced Investor and Financial Professional
Industry Financial Services
Experience
Children's Medical Center of Dallas September 2015 - Present
Wild Basin Investments January 2014 - December 2014
Cambridge Associates September 2008 - August 2013
Cambridge Associates June 2010 - December 2011
Cambridge Associates October 2008 - June 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2006 - September 2007
Skills
Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Process Improvement, Written and oral..., Problem Solving, Finance, Business Planning, Leadership, Start-ups, Asset Allocation, Investment Strategies, Accounting, Due Diligence, Data Analysis, Derivatives, Business Strategy, Strategy, Strategic Planning, Entrepreneurship, Valuation, Management, Analysis, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of North Texas 2002 — 2006
BA, Economics, English Literature
First Baptist Academy Dallas
Children's Medical Center of Dallas September 2015 - Present
Wild Basin Investments January 2014 - December 2014
Cambridge Associates September 2008 - August 2013
Cambridge Associates June 2010 - December 2011
Cambridge Associates October 2008 - June 2010
Fidelity Investments September 2007 - September 2008
Fidelity Investments September 2006 - September 2007
Skills
Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Process Improvement, Written and oral..., Problem Solving, Finance, Business Planning, Leadership, Start-ups, Asset Allocation, Investment Strategies, Accounting, Due Diligence, Data Analysis, Derivatives, Business Strategy, Strategy, Strategic Planning, Entrepreneurship, Valuation, Management, Analysis, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of North Texas 2002 — 2006
BA, Economics, English Literature
First Baptist Academy Dallas
Nick McGraw's Fidelity Investments Experience May 2015 - August 2015
Job Software Developer & Code Cruncher
Industry Computer Software
Experience
Fidelity Investments May 2015 - August 2015
Skills
Java, JavaScript, jQuery, jQuery UI, HTML, CSS, SQL, H2, C++, C, Visual Basic, Mathematics, Discrete Mathematics, Pure Mathematics, Problem Solving, Probability, Matrices, Inductive Reasoning
Education
The University of Texas at Austin 2014 — 2018
Bachelor’s Degree, Computer Science, Sophomore
Fidelity Investments May 2015 - August 2015
Skills
Java, JavaScript, jQuery, jQuery UI, HTML, CSS, SQL, H2, C++, C, Visual Basic, Mathematics, Discrete Mathematics, Pure Mathematics, Problem Solving, Probability, Matrices, Inductive Reasoning
Education
The University of Texas at Austin 2014 — 2018
Bachelor’s Degree, Computer Science, Sophomore
Kevin Hoang Kevin Hoang's Fidelity Investments Experience October 2011 - September 2013
Job Senior Financial Reporting Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2013 - Present
Fidelity Investments October 2011 - September 2013
Mortgage Contracting Services November 2010 - October 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Asset Management, Analysis, Banking, Management, Bloomberg, Financial Reporting, Financial Accounting, Vendor Management, Internal Controls, Auditing, Forecasting, Financial Modeling, Process Improvement, Business Analysis, Financial Risk, Access, QuickBooks, Accounts Payable, Account Reconciliation, Corporate Finance, Project Management, Microsoft Word
Education
The University of Texas at Dallas 2006 — 2010
Bachelor Degree of Science, Finance
Neuberger Berman October 2013 - Present
Fidelity Investments October 2011 - September 2013
Mortgage Contracting Services November 2010 - October 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Asset Management, Analysis, Banking, Management, Bloomberg, Financial Reporting, Financial Accounting, Vendor Management, Internal Controls, Auditing, Forecasting, Financial Modeling, Process Improvement, Business Analysis, Financial Risk, Access, QuickBooks, Accounts Payable, Account Reconciliation, Corporate Finance, Project Management, Microsoft Word
Education
The University of Texas at Dallas 2006 — 2010
Bachelor Degree of Science, Finance
Madison Wakeham's Fidelity Investments Experience June 2014 - August 2014
Job Data Analytics | Higher Education | Business Intelligence
Industry
Experience
Oracle July 2015 - Present
Fidelity Investments June 2014 - August 2014
Ink Fund May 2013 - August 2013
RealPage, Inc. July 2012 - August 2012
Skills
Business Intelligence, Sales, Data Analysis, Cloud Applications, Analytics, PowerPoint, Microsoft Excel, Social Networking, Time Management, Marketing, Microsoft Office, Leadership, Teamwork, Written & Oral..., Facebook, Microsoft Word, Customer Service, Public Speaking, Windows, Oracle, Team Leadership, Event Management, Big Data
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Oracle July 2015 - Present
Fidelity Investments June 2014 - August 2014
Ink Fund May 2013 - August 2013
RealPage, Inc. July 2012 - August 2012
Skills
Business Intelligence, Sales, Data Analysis, Cloud Applications, Analytics, PowerPoint, Microsoft Excel, Social Networking, Time Management, Marketing, Microsoft Office, Leadership, Teamwork, Written & Oral..., Facebook, Microsoft Word, Customer Service, Public Speaking, Windows, Oracle, Team Leadership, Event Management, Big Data
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Roshan Raju's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Skills
Financial Analysis, Financial Services, Series 7, Series 63, Retirement Plan..., Retirement Planning, Equity Trading, Stock Trading, Business Analysis, PowerPoint, Microsoft Excel, QuickBooks, Economic Modeling, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business Administration
Fidelity Investments December 2014 - Present
Skills
Financial Analysis, Financial Services, Series 7, Series 63, Retirement Plan..., Retirement Planning, Equity Trading, Stock Trading, Business Analysis, PowerPoint, Microsoft Excel, QuickBooks, Economic Modeling, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business Administration
Edwin Qian's Fidelity Investments Experience May 2013 - August 2013
Job Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP July 2015 - Present
Deloitte Consulting LLP June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Austin Technology Council January 2013 - March 2013
Preppy Clothing Wholesale by Edwin August 2011 - December 2012
Benihana January 2011 - August 2011
Skills
Leadership, Management Consulting, Business Strategy, Project Management, Change Management, Microsoft Excel, Finance, PowerPoint, Accounting, Financial Analysis, Business Development, Analysis, Financial Modeling, Databases, Strategic Technology..., IT & Business Strategy..., Business Intelligence, User Experience Design, Microsoft Office, Microsoft Word, Communication, Networking, Mergers & Acquisitions, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Business Administration, Management Information Systems, Consulting and Change Management
Deloitte Consulting LLP July 2015 - Present
Deloitte Consulting LLP June 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Austin Technology Council January 2013 - March 2013
Preppy Clothing Wholesale by Edwin August 2011 - December 2012
Benihana January 2011 - August 2011
Skills
Leadership, Management Consulting, Business Strategy, Project Management, Change Management, Microsoft Excel, Finance, PowerPoint, Accounting, Financial Analysis, Business Development, Analysis, Financial Modeling, Databases, Strategic Technology..., IT & Business Strategy..., Business Intelligence, User Experience Design, Microsoft Office, Microsoft Word, Communication, Networking, Mergers & Acquisitions, Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Business Administration, Management Information Systems, Consulting and Change Management
Alan Rios's Fidelity Investments Experience June 2015 - Present
Job Inside Sales Intern
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Noble Capital April 2014 - July 2014
Self-employed November 2011 - January 2014
Skills
Financial Sales, Presentation Skills, Corporate Finance, Teamwork, Marketing, Online Advertising, Marketing Strategy, Advertising, Social Media Marketing, Real Estate, Social Networking, Marketing Communications, Online Marketing, Direct Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.7
The University of Texas at El Paso 2012 — 2013
Bachelor's Degree, Finance, General, 3.7
Fidelity Investments June 2015 - Present
Noble Capital April 2014 - July 2014
Self-employed November 2011 - January 2014
Skills
Financial Sales, Presentation Skills, Corporate Finance, Teamwork, Marketing, Online Advertising, Marketing Strategy, Advertising, Social Media Marketing, Real Estate, Social Networking, Marketing Communications, Online Marketing, Direct Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2016
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.7
The University of Texas at El Paso 2012 — 2013
Bachelor's Degree, Finance, General, 3.7
Clint Simpson's Fidelity Investments Experience May 2014 - Present
Job
Industry
Experience
Fidelity Investments May 2014 - Present
Education
The University of Texas at Austin 2013 — 2017
Electrical and Computer Engineering
Coppell High School 2009 — 2013
Fidelity Investments May 2014 - Present
Education
The University of Texas at Austin 2013 — 2017
Electrical and Computer Engineering
Coppell High School 2009 — 2013
Chelsea Fribourg Chelsea Fribourg's Fidelity Investments Experience May 2004 - August 2004
Job Flight Attendant at Delta Air Lines
Industry Insurance
Experience
Delta Air Lines April 2015 - Present
Facebook April 2013 - June 2014
Bentley Insurance Agency April 2010 - December 2012
Bazaarvoice February 2009 - April 2010
Priority Fulfillment Services (PFSweb) June 2005 - February 2009
Comerica Bank September 2004 - May 2005
Fidelity Investments May 2004 - August 2004
Skills
Insurance, Fulfillment Services, Logistics, Online Advertising, Marketing Strategy, CRM, E-commerce, Web Analytics, Account Management, Email Marketing, Social Media Marketing, Digital Marketing, Sales, Social Media, Business Development, Sales Management, SEO, Warehousing, Call Center, Building Relationships, Organization, Close Attention to..., Reports, Data Analysis, Call Centers, Recruiting
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BA, Finance, Sociology
Delta Air Lines April 2015 - Present
Facebook April 2013 - June 2014
Bentley Insurance Agency April 2010 - December 2012
Bazaarvoice February 2009 - April 2010
Priority Fulfillment Services (PFSweb) June 2005 - February 2009
Comerica Bank September 2004 - May 2005
Fidelity Investments May 2004 - August 2004
Skills
Insurance, Fulfillment Services, Logistics, Online Advertising, Marketing Strategy, CRM, E-commerce, Web Analytics, Account Management, Email Marketing, Social Media Marketing, Digital Marketing, Sales, Social Media, Business Development, Sales Management, SEO, Warehousing, Call Center, Building Relationships, Organization, Close Attention to..., Reports, Data Analysis, Call Centers, Recruiting
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BA, Finance, Sociology
Taylor Mayhue's Fidelity Investments Experience May 2008 - January 2010
Job EDSC Operations Engineering Manager at Lockheed Martin Aeronautics
Industry Aviation & Aerospace
Experience
Lockheed Martin Aeronautics February 2015 - Present
Lockheed Martin Aeronautics January 2014 - February 2015
Lockheed Martin Aeronautics September 2012 - January 2014
Lockheed Martin Aeronautics September 2011 - September 2012
Lockheed Martin Aeronautics February 2010 - September 2012
Fidelity Investments May 2008 - January 2010
Skills
SAP, Procurement, Earned Value Management, Financial Analysis, Manufacturing, Process Improvement, Six Sigma, Program Management, Cross-functional Team..., Government Contracting, Analysis, Risk Management, Contract Management, Aerospace, Project Management, Supply Management, Supply Chain Management, Project Planning, Business Process...
Education
The University of Texas at Austin 2003 — 2007
B.S. in Communications, Communications
Lockheed Martin Aeronautics February 2015 - Present
Lockheed Martin Aeronautics January 2014 - February 2015
Lockheed Martin Aeronautics September 2012 - January 2014
Lockheed Martin Aeronautics September 2011 - September 2012
Lockheed Martin Aeronautics February 2010 - September 2012
Fidelity Investments May 2008 - January 2010
Skills
SAP, Procurement, Earned Value Management, Financial Analysis, Manufacturing, Process Improvement, Six Sigma, Program Management, Cross-functional Team..., Government Contracting, Analysis, Risk Management, Contract Management, Aerospace, Project Management, Supply Management, Supply Chain Management, Project Planning, Business Process...
Education
The University of Texas at Austin 2003 — 2007
B.S. in Communications, Communications
Wendy Woodson's Fidelity Investments Experience January 1996 - January 2002
Job Secondary ESL Teacher
Industry Primary/Secondary Education
Experience
W.H. Adamson High School August 2014 - Present
Stay at home Parent April 2008 - August 2014
Bank of America June 2007 - February 2008
New Revenue Solutions May 2004 - June 2007
Bank of America Capital Management August 2002 - May 2004
Fidelity Investments January 1996 - January 2002
Skills
Client Service, Building Relationships, Inside Sales, Style Consultant, Sales, Customer Retention, Marketing, Selling Skills, Advertising, Recruiting, Financial Services, New Business Development, Account Management, Management, Cold Calling, Leadership, CRM, Public Speaking, Business Development, Selling, Training, Sales Operations, Marketing Communications, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Advertising, Social Media, B2B, Negotiation, Event Planning, Strategy, Time Management, Direct Sales, Sales Presentations, Direct Marketing, Client Services, Customer Service, Fashion, Lead Generation, Marketing Strategy, Online Marketing, Program Management, Sales Management, Social Networking, Public Relations, Sales Process, Email Marketing, Team Building, Advertising Sales
Education
The University of Texas at Austin 1989 — 1993
B.A., English Literature
The University of Texas at Austin
Bachelor of Arts (English)
W.H. Adamson High School August 2014 - Present
Stay at home Parent April 2008 - August 2014
Bank of America June 2007 - February 2008
New Revenue Solutions May 2004 - June 2007
Bank of America Capital Management August 2002 - May 2004
Fidelity Investments January 1996 - January 2002
Skills
Client Service, Building Relationships, Inside Sales, Style Consultant, Sales, Customer Retention, Marketing, Selling Skills, Advertising, Recruiting, Financial Services, New Business Development, Account Management, Management, Cold Calling, Leadership, CRM, Public Speaking, Business Development, Selling, Training, Sales Operations, Marketing Communications, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Advertising, Social Media, B2B, Negotiation, Event Planning, Strategy, Time Management, Direct Sales, Sales Presentations, Direct Marketing, Client Services, Customer Service, Fashion, Lead Generation, Marketing Strategy, Online Marketing, Program Management, Sales Management, Social Networking, Public Relations, Sales Process, Email Marketing, Team Building, Advertising Sales
Education
The University of Texas at Austin 1989 — 1993
B.A., English Literature
The University of Texas at Austin
Bachelor of Arts (English)
Ramsay Ellis Ramsay Ellis's Fidelity Investments Experience 1986 - 2000
Job Executive Benefits Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
CUNA Mutual Group December 2007 - Present
Morgan Stanley Smith Barney 2000 - 2004
Fidelity Investments 1986 - 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1982
BBA, Finance
St. Stephens Episcopal
Kenneth McDonald Kenneth McDonald's Fidelity Investments Experience August 1993 - November 1998
Job Director and Principal at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management January 2004 - Present
Bernstein Global Wealth Management 1998 - 2004
Fidelity Investments August 1993 - November 1998
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Investment Management, Wealth Management, Hedge Funds, High Net Worth..., Investment Advisory, Equities, Portfolio Management, Wealth Management..., Private Equity, Retirement Planning
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)
Bernstein Global Wealth Management January 2004 - Present
Bernstein Global Wealth Management 1998 - 2004
Fidelity Investments August 1993 - November 1998
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Investment Management, Wealth Management, Hedge Funds, High Net Worth..., Investment Advisory, Equities, Portfolio Management, Wealth Management..., Private Equity, Retirement Planning
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA)
Rebecca Drzewiczewski's Fidelity Investments Experience January 2003 - Present
Job Tax Director II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2003 - Present
Akamai Technologies March 2001 - December 2002
PwC January 1995 - February 2001
Skills
Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, US GAAP, Tax Accounting, Income Tax, Tax Research, GAAP
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 1990 — 1994
Maters in Taxation
Fidelity Investments January 2003 - Present
Akamai Technologies March 2001 - December 2002
PwC January 1995 - February 2001
Skills
Tax, Accounting, Financial Reporting, Corporate Tax, Auditing, US GAAP, Tax Accounting, Income Tax, Tax Research, GAAP
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 1990 — 1994
Maters in Taxation
Zachary Lawlor's Fidelity Investments Experience April 2012 - December 2012
Job Materials Management Execution Analyst at Shell
Industry Oil & Energy
Experience
Shell - Shell Exploration & Production Co April 2015 - Present
Shell Oil Company - Shell Lubricants August 2013 - Present
Fidelity Investments April 2012 - December 2012
Randolph Brooks Federal Credit Union October 2011 - March 2012
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration, Finance
Shell - Shell Exploration & Production Co April 2015 - Present
Shell Oil Company - Shell Lubricants August 2013 - Present
Fidelity Investments April 2012 - December 2012
Randolph Brooks Federal Credit Union October 2011 - March 2012
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration, Finance
Jim Read Jim Read's Fidelity Investments Experience 2012 - Present
Job Release Manager
Industry Information Technology and Services
Experience
Fidelity Investments 2012 - Present
Asurion April 2011 - July 2011
NEC Retail Solutions May 2006 - September 2010
NEC Retail Solutions March 2005 - May 2006
ACS February 2004 - March 2005
ClubCorp March 2001 - February 2004
ClubCorp April 2000 - February 2001
C I Host January 2000 - April 2000
Skills
Troubleshooting, Project Planning, Software Configuration..., Windows Server, Networking, Databases, Servers, Hardware, SDLC, Management, Quality Assurance, SQL, System Deployment, Release Management, Technical Support, Test Planning, MySQL, Testing, Software Quality...
Education
The University of Texas at Austin 1990 — 1993
University of Texas Austin/University of Texas Arlington
Electrical Engineering/Computer Science major
Fidelity Investments 2012 - Present
Asurion April 2011 - July 2011
NEC Retail Solutions May 2006 - September 2010
NEC Retail Solutions March 2005 - May 2006
ACS February 2004 - March 2005
ClubCorp March 2001 - February 2004
ClubCorp April 2000 - February 2001
C I Host January 2000 - April 2000
Skills
Troubleshooting, Project Planning, Software Configuration..., Windows Server, Networking, Databases, Servers, Hardware, SDLC, Management, Quality Assurance, SQL, System Deployment, Release Management, Technical Support, Test Planning, MySQL, Testing, Software Quality...
Education
The University of Texas at Austin 1990 — 1993
University of Texas Austin/University of Texas Arlington
Electrical Engineering/Computer Science major
Andrew Hupp Andrew Hupp's Fidelity Investments Experience October 2005 - July 2008
Job Team Lead, Financial Planning & Analytics at SoftLayer, an IBM Company
Industry Information Technology and Services
Experience
SoftLayer, an IBM Company August 2015 - Present
SoftLayer, an IBM Company February 2014 - July 2015
Hewlett-Packard July 2013 - February 2014
Hewlett-Packard January 2011 - July 2013
AMD January 2010 - January 2011
Fidelity Investments October 2005 - July 2008
Skills
Foreign Exchange..., Deferred Revenue..., Access Database Design, Supply Chain..., Competitive Analysis, Finance, Customer Service, Research, Financial Modeling, Financial Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Forecasting, Essbase, Management, Budgets, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Texas Christian University, Neely School of Business
Bachelor of Business Administration, Finance
SoftLayer, an IBM Company August 2015 - Present
SoftLayer, an IBM Company February 2014 - July 2015
Hewlett-Packard July 2013 - February 2014
Hewlett-Packard January 2011 - July 2013
AMD January 2010 - January 2011
Fidelity Investments October 2005 - July 2008
Skills
Foreign Exchange..., Deferred Revenue..., Access Database Design, Supply Chain..., Competitive Analysis, Finance, Customer Service, Research, Financial Modeling, Financial Analysis, Cross-functional Team..., Business Analysis, Process Improvement, Forecasting, Essbase, Management, Budgets, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
Texas Christian University, Neely School of Business
Bachelor of Business Administration, Finance
TJ Andrews TJ Andrews's Fidelity Investments Experience August 2011 - January 2015
Job Software Engineer at REDI Global Technologies
Industry Computer Software
Experience
REDI Global Technologies January 2015 - Present
Fidelity Investments August 2011 - January 2015
ScenPro, Inc September 2007 - July 2011
Tektronix September 2005 - September 2007
Skills
Hibernate, Agile Methodologies, Software Development, JSP, Java, Struts, AJAX, Ant, Scrum, JUnit, XML, Eclipse, Spring Framework, Grails, Spring Integration, Spring, Java Enterprise Edition, Spring Batch, JavaScript, AngularJS, Guice
Education
The University of Texas at Dallas 2005 — 2006
Masters of Science, Computer Science
The University of Texas at Dallas 2001 — 2005
Bachelors of Science, Computer Science
REDI Global Technologies January 2015 - Present
Fidelity Investments August 2011 - January 2015
ScenPro, Inc September 2007 - July 2011
Tektronix September 2005 - September 2007
Skills
Hibernate, Agile Methodologies, Software Development, JSP, Java, Struts, AJAX, Ant, Scrum, JUnit, XML, Eclipse, Spring Framework, Grails, Spring Integration, Spring, Java Enterprise Edition, Spring Batch, JavaScript, AngularJS, Guice
Education
The University of Texas at Dallas 2005 — 2006
Masters of Science, Computer Science
The University of Texas at Dallas 2001 — 2005
Bachelors of Science, Computer Science
James Hirsch James Hirsch's Fidelity Investments Experience July 2012 - April 2014
Job Writer
Industry Financial Services
Experience
Fidelity Investments July 2012 - April 2014
Close Concerns June 2006 - July 2012
self-employed August 1998 - July 2012
The Wall Street Journal June 1989 - August 1998
The New York Times June 1986 - June 1989
Skills
Copy Editing, Editing, Web Content, Strategic Communications, Social Media, Content Development, Blogging, Newsletters, Copywriting, Corporate Communications, Press Releases, Media Relations, Editorial, Marketing Communications, Content Management, Content Strategy, Public Relations, Nonprofits, Journalism, Financial Services
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1984 — 1986
Masters in Public Policy
University of Missouri-Columbia 1980 — 1984
Bachelor of Journalism
Fidelity Investments July 2012 - April 2014
Close Concerns June 2006 - July 2012
self-employed August 1998 - July 2012
The Wall Street Journal June 1989 - August 1998
The New York Times June 1986 - June 1989
Skills
Copy Editing, Editing, Web Content, Strategic Communications, Social Media, Content Development, Blogging, Newsletters, Copywriting, Corporate Communications, Press Releases, Media Relations, Editorial, Marketing Communications, Content Management, Content Strategy, Public Relations, Nonprofits, Journalism, Financial Services
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1984 — 1986
Masters in Public Policy
University of Missouri-Columbia 1980 — 1984
Bachelor of Journalism
Trevor Adam Trevor Adam's Fidelity Investments Experience May 2014 - Present
Job Freelance Web Developer
Industry Computer Software
Experience
Fidelity Investments May 2014 - Present
Allstate May 2013 - August 2013
Skills
Java, Microsoft Office, Python, Javascript, MySQL, Web Design, jQuery, Leadership, PHP, AngularJS, Node.js, Agile Methodologies, JavaScript, Microsoft Excel, Teamwork, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Time Management
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Computer Science
Fidelity Investments May 2014 - Present
Allstate May 2013 - August 2013
Skills
Java, Microsoft Office, Python, Javascript, MySQL, Web Design, jQuery, Leadership, PHP, AngularJS, Node.js, Agile Methodologies, JavaScript, Microsoft Excel, Teamwork, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Time Management
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Computer Science
Mrinal Guharoy Mrinal Guharoy's Fidelity Investments Experience August 2007 - August 2009
Job Sales and Business Development Leader
Industry Internet
Experience
Sales Graphics May 2012 - Present
inSparq August 2014 - April 2015
MisterUX 2013 - 2013
Mobikasa 2010 - 2013
StoryDesk.com August 2011 - April 2012
Fidelity Investments August 2007 - August 2009
Skills
Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Business Development, Marketing, Sales, Sales Management, B2B, Brand Development, Marketing Communications, Marketing Management, Integrated Marketing, Strategy, Leadership
Education
The University of Texas at Austin 2008 — 2010
Master of Business Administration (MBA), International Finance
The University of Texas at Austin 1999 — 2005
Bachelor of Business Administration (BBA), Finance, General
The Doon School
Sales Graphics May 2012 - Present
inSparq August 2014 - April 2015
MisterUX 2013 - 2013
Mobikasa 2010 - 2013
StoryDesk.com August 2011 - April 2012
Fidelity Investments August 2007 - August 2009
Skills
Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Business Development, Marketing, Sales, Sales Management, B2B, Brand Development, Marketing Communications, Marketing Management, Integrated Marketing, Strategy, Leadership
Education
The University of Texas at Austin 2008 — 2010
Master of Business Administration (MBA), International Finance
The University of Texas at Austin 1999 — 2005
Bachelor of Business Administration (BBA), Finance, General
The Doon School
Jennifer Melton's Fidelity Investments Experience September 2001 - February 2010
Job
Industry Marketing and Advertising
Experience
Merrill Lynch March 2010 - Present
Sovereign Bank January 2010 - March 2010
Fidelity Investments September 2001 - February 2010
Wheelhouse March 2000 - August 2001
Epsilon June 1998 - March 2000
Skills
Analytics, Web Analytics, Data Mining, Database Marketing, Survey Research, Social Media, Channel Optimization, Data Warehousing, Performance Monitoring, Marketing Research, Data Visualization, B2C marketing, B2B Marketing, Strategy, Business Intelligence, Competitive Analysis, CRM, Competitive Intelligence, Market Research, Thought Leadership, Financial Services, SaaS, Segmentation, Strategic Partnerships, Multi-channel Marketing, Business Analysis
Education
The University of Texas at Austin 1993 — 1995
M.P. Aff.
The University of Texas at Austin 1992 — 1995
MA
The University of Texas at Austin 1986 — 1990
BA
Merrill Lynch March 2010 - Present
Sovereign Bank January 2010 - March 2010
Fidelity Investments September 2001 - February 2010
Wheelhouse March 2000 - August 2001
Epsilon June 1998 - March 2000
Skills
Analytics, Web Analytics, Data Mining, Database Marketing, Survey Research, Social Media, Channel Optimization, Data Warehousing, Performance Monitoring, Marketing Research, Data Visualization, B2C marketing, B2B Marketing, Strategy, Business Intelligence, Competitive Analysis, CRM, Competitive Intelligence, Market Research, Thought Leadership, Financial Services, SaaS, Segmentation, Strategic Partnerships, Multi-channel Marketing, Business Analysis
Education
The University of Texas at Austin 1993 — 1995
M.P. Aff.
The University of Texas at Austin 1992 — 1995
MA
The University of Texas at Austin 1986 — 1990
BA
Tim Ramza's Fidelity Investments Experience 2012 - 2013
Job Senior Vice President Strategy / Business Development
Industry Financial Services
Experience
John Hancock Financial Services 2013 - Present
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Advent Software 1997 - 2006
Jennison Associates 1994 - 1996
Skills
Direct Sales, Positioning, Product Development, Contract Negotiation, Turn Around Management, Selling, Objection Handling, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Enterprise Software, Asset Allocation, Asset Management, Business Development, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Fixed Income, Leadership, Outsourcing, SaaS, Sales, Sales Process, Start-ups, Strategy, Trading Systems, Wealth Management
Education
The University of Texas at Austin 1989 — 1993
B.B.A., Finance
John Hancock Financial Services 2013 - Present
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Advent Software 1997 - 2006
Jennison Associates 1994 - 1996
Skills
Direct Sales, Positioning, Product Development, Contract Negotiation, Turn Around Management, Selling, Objection Handling, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Enterprise Software, Asset Allocation, Asset Management, Business Development, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Fixed Income, Leadership, Outsourcing, SaaS, Sales, Sales Process, Start-ups, Strategy, Trading Systems, Wealth Management
Education
The University of Texas at Austin 1989 — 1993
B.B.A., Finance
Aasiya Shaikh's Fidelity Investments Experience August 2006 - July 2009
Job Managing Director at Flight Crew International
Industry Airlines/Aviation
Experience
Flight Crew International 2009 - Present
Fidelity Investments August 2006 - July 2009
Education
The University of Texas at Austin
The University of Texas at Austin - Red McCombs School of Business
Business Honors Program, Finance, and Accounting
Flight Crew International 2009 - Present
Fidelity Investments August 2006 - July 2009
Education
The University of Texas at Austin
The University of Texas at Austin - Red McCombs School of Business
Business Honors Program, Finance, and Accounting
Amy Hilliard's Fidelity Investments Experience 1996 - 1998
Job Senior Manager at VMG Health
Industry Hospital & Health Care
Experience
VMG Health August 2005 - Present
FTI Consulting 2002 - 2005
The Associates 1998 - 2000
Fidelity Investments 1996 - 1998
Education
The University of Texas at Austin 2000 — 2002
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1995
BBA, Finance
VMG Health August 2005 - Present
FTI Consulting 2002 - 2005
The Associates 1998 - 2000
Fidelity Investments 1996 - 1998
Education
The University of Texas at Austin 2000 — 2002
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin 1992 — 1995
BBA, Finance
Marcus Ramirez's Fidelity Investments Experience September 2007 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
AIM Investments June 1999 - September 2007
Skills
Asset Allocation, Mutual Funds, Investments, Asset Managment, Relationship Management, Financial Services, Risk Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Asset Management
Education
The University of Texas at Austin 1994 — 1999
Fidelity Investments September 2007 - Present
AIM Investments June 1999 - September 2007
Skills
Asset Allocation, Mutual Funds, Investments, Asset Managment, Relationship Management, Financial Services, Risk Management, Series 7, Series 63, Alternative Investments, Retirement Planning, Asset Management
Education
The University of Texas at Austin 1994 — 1999
Gary Lanfrankie's Fidelity Investments Experience 2002 - Present
Job Equity Compensation Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2002 - Present
Skills
Financial Services
Education
The University of Texas at Austin 1986 — 1989
BBA, Finance
Fidelity Investments 2002 - Present
Skills
Financial Services
Education
The University of Texas at Austin 1986 — 1989
BBA, Finance
Juba Jackson's Fidelity Investments Experience September 2014 - December 2014
Job Senior Software Engineer
Industry Computer Software
Experience
Marketing and Advertising Company June 2015 - Present
XTO Energy January 2015 - June 2015
Fidelity Investments September 2014 - December 2014
Copart January 2014 - August 2014
IntegraColor November 2012 - December 2013
Robert Half Technology October 2011 - October 2012
(Terremark) subsidiary of Verizon August 2008 - October 2011
EMSI via Tek Systems November 2007 - July 2008
dataReference, Inc June 2007 - November 2007
Bank of America via Tek Systems October 2006 - June 2007
Skills
LINQ, WCF, T-SQL, C#, ASP.NET, JQuery, XML, CSS, HTML, AJAX, MVC 3/4, Object Oriented..., Entity Framework, Razor, Fluent nHibernate, JavaScript, Microsoft SQL Server, SOA, jQuery, Software Development, OOP, VB.NET, SSRS, TFS, ASP.NET MVC, IIS, Web Services, .NET, Visual Studio, Scrum, Databases, ADO.NET, ASP, Web Applications, MVC, WinForms, Visual Basic
Education
Paul Quinn College 1995 — 2003
Bachelor of Science, Major-Sociology Minor-Computer Science
The University of Texas at Dallas 1998 — 2000
Computer Science
Tekfocus Student
Marketing and Advertising Company June 2015 - Present
XTO Energy January 2015 - June 2015
Fidelity Investments September 2014 - December 2014
Copart January 2014 - August 2014
IntegraColor November 2012 - December 2013
Robert Half Technology October 2011 - October 2012
(Terremark) subsidiary of Verizon August 2008 - October 2011
EMSI via Tek Systems November 2007 - July 2008
dataReference, Inc June 2007 - November 2007
Bank of America via Tek Systems October 2006 - June 2007
Skills
LINQ, WCF, T-SQL, C#, ASP.NET, JQuery, XML, CSS, HTML, AJAX, MVC 3/4, Object Oriented..., Entity Framework, Razor, Fluent nHibernate, JavaScript, Microsoft SQL Server, SOA, jQuery, Software Development, OOP, VB.NET, SSRS, TFS, ASP.NET MVC, IIS, Web Services, .NET, Visual Studio, Scrum, Databases, ADO.NET, ASP, Web Applications, MVC, WinForms, Visual Basic
Education
Paul Quinn College 1995 — 2003
Bachelor of Science, Major-Sociology Minor-Computer Science
The University of Texas at Dallas 1998 — 2000
Computer Science
Tekfocus Student
Neil Christian, CFP®'s Fidelity Investments Experience 2009 - Present
Job Regional VP Investment Advisory Services at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2009
Education
The University of Texas at Austin
BBA, Finance
University of North Texas
MBA, Finance
Fidelity Investments 2009 - Present
Fidelity Investments 2006 - 2009
Education
The University of Texas at Austin
BBA, Finance
University of North Texas
MBA, Finance
Krishnaswamy Venkatraman's Fidelity Investments Experience May 2009 - December 2009
Job Software Engineer III Cloud Services at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems August 2012 - Present
McKesson June 2010 - August 2012
Lending Promise, Inc January 2010 - May 2010
Fidelity Investments May 2009 - December 2009
University of Texas at Dallas January 2009 - May 2009
Kronos July 2008 - January 2009
University of Texas at Dallas January 2008 - June 2008
Skills
Agile Methodologies, Web Services, XML, Scrum, Eclipse, Java, JSP, AJAX, Java Enterprise Edition, Oracle, JavaScript, Linux, Servlets, C#, JUnit, Stored Procedures, Tomcat, Microsoft SQL Server, SharePoint, SDLC, EJB, SaaS, PL/SQL, Glassfish, TFS, Visual Studio, Ant, Build Automation, Agile, Requirements Analysis, Java web applications, J2EE, JAX-WS, EasyMock, SQL Server 2000-2008, JBoss, HTML, SQL, JDBC, Enterprise Architecture, VMware, PaaS, Cloud Computing IaaS, Cloud Computing, Private Cloud, Data Center, Cloud Lifecycle..., Parallels, Web Applications
Education
The University of Texas at Dallas 2007 — 2009
Master of Science, Computer Science
National Institute of Technology 2003 — 2007
B.Tech
D A V Matriculation High School 2001 — 2003
High School
D A V Senior Secondary School 1990 — 2001
Cisco Systems August 2012 - Present
McKesson June 2010 - August 2012
Lending Promise, Inc January 2010 - May 2010
Fidelity Investments May 2009 - December 2009
University of Texas at Dallas January 2009 - May 2009
Kronos July 2008 - January 2009
University of Texas at Dallas January 2008 - June 2008
Skills
Agile Methodologies, Web Services, XML, Scrum, Eclipse, Java, JSP, AJAX, Java Enterprise Edition, Oracle, JavaScript, Linux, Servlets, C#, JUnit, Stored Procedures, Tomcat, Microsoft SQL Server, SharePoint, SDLC, EJB, SaaS, PL/SQL, Glassfish, TFS, Visual Studio, Ant, Build Automation, Agile, Requirements Analysis, Java web applications, J2EE, JAX-WS, EasyMock, SQL Server 2000-2008, JBoss, HTML, SQL, JDBC, Enterprise Architecture, VMware, PaaS, Cloud Computing IaaS, Cloud Computing, Private Cloud, Data Center, Cloud Lifecycle..., Parallels, Web Applications
Education
The University of Texas at Dallas 2007 — 2009
Master of Science, Computer Science
National Institute of Technology 2003 — 2007
B.Tech
D A V Matriculation High School 2001 — 2003
High School
D A V Senior Secondary School 1990 — 2001
Bill Tutunjian, CFP®'s Fidelity Investments Experience May 2005 - July 2006
Job Client Relationship Management
Industry Financial Services
Experience
Bank of Albuquerque May 2012 - Present
Charles Stephen Financial Architects September 2008 - April 2012
BancWest Investment Services August 2006 - September 2008
Fidelity Investments May 2005 - July 2006
Fidelity Investments April 2001 - May 2005
Fidelity Investments 1997 - 2001
Skills
Series 7, Retirement Planning, Investments, Financial Planning, Employee Benefits, Public Speaking, Insurance, Charitable Giving, Strategic Financial..., Wealth Management, Retirement, 401k, Series 63, Charities, Mutual Funds, Series 6, Asset Allocation, Investment Advisory, Relationship Management, Securities, Uniform Combined State..., Financial Services, FINRA, Fixed Annuities, Retirement Plan...
Education
The University of Texas at Dallas
BS/Business Administration, Finance
Bank of Albuquerque May 2012 - Present
Charles Stephen Financial Architects September 2008 - April 2012
BancWest Investment Services August 2006 - September 2008
Fidelity Investments May 2005 - July 2006
Fidelity Investments April 2001 - May 2005
Fidelity Investments 1997 - 2001
Skills
Series 7, Retirement Planning, Investments, Financial Planning, Employee Benefits, Public Speaking, Insurance, Charitable Giving, Strategic Financial..., Wealth Management, Retirement, 401k, Series 63, Charities, Mutual Funds, Series 6, Asset Allocation, Investment Advisory, Relationship Management, Securities, Uniform Combined State..., Financial Services, FINRA, Fixed Annuities, Retirement Plan...
Education
The University of Texas at Dallas
BS/Business Administration, Finance
Joan Voss's Fidelity Investments Experience April 2013 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Fidelity Investments April 2013 - Present
Hewlett-Packard July 2008 - August 2012
EDS July 2001 - July 2008
Sabre Holdings 1999 - 2001
American Airlines 1987 - 1999
Skills
Java Enterprise Edition, SDLC, Agile Methodologies, Requirements Analysis, SOA, Web Services, SQL, XML, Java, Integration, Oracle, Software Development, Scrum, Enterprise Architecture, Microsoft SQL Server, Unix, IT Strategy, JavaScript, PMP, Business Analysis, Weblogic, Hibernate
Education
The University of Texas at Austin 1983 — 1986
BS, Communication and Media Studies
Fidelity Investments April 2013 - Present
Hewlett-Packard July 2008 - August 2012
EDS July 2001 - July 2008
Sabre Holdings 1999 - 2001
American Airlines 1987 - 1999
Skills
Java Enterprise Edition, SDLC, Agile Methodologies, Requirements Analysis, SOA, Web Services, SQL, XML, Java, Integration, Oracle, Software Development, Scrum, Enterprise Architecture, Microsoft SQL Server, Unix, IT Strategy, JavaScript, PMP, Business Analysis, Weblogic, Hibernate
Education
The University of Texas at Austin 1983 — 1986
BS, Communication and Media Studies
Neepa Vagadia's Fidelity Investments Experience June 2004 - August 2004
Job Senior Accountant at Novatel Wireless
Industry Telecommunications
Experience
Brown & Brown Insurance March 2015 - Present
Novatel Wireless March 2012 - March 2015
PwC January 2011 - February 2012
Deloitte September 2009 - December 2010
Fidelity Investments June 2004 - August 2004
Skills
Financial Analysis, Microsoft Office, Bloomberg, Financial Modeling, Outlook, Lotus Notes, Financial Advisory, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Masters in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelors, Business Administration
Brown & Brown Insurance March 2015 - Present
Novatel Wireless March 2012 - March 2015
PwC January 2011 - February 2012
Deloitte September 2009 - December 2010
Fidelity Investments June 2004 - August 2004
Skills
Financial Analysis, Microsoft Office, Bloomberg, Financial Modeling, Outlook, Lotus Notes, Financial Advisory, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Masters in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelors, Business Administration
Shradha Aiyer's Fidelity Investments Experience June 2012 - January 2013
Job Mobile Team Lead at Axxess
Industry Computer Software
Experience
Axxess June 2014 - Present
Axxess July 2013 - Present
University of Texas at Dallas August 2011 - December 2013
Fidelity Investments June 2012 - January 2013
Somatico Pharmacal pvt ltd June 2010 - May 2011
Softcell Technologies July 2009 - April 2010
Skills
Java, Android Development, Mobile Applications, Object Oriented Design, Software Engineering, jQuery, UML, CSS, HTML 5, Unix, Eclipse, JavaScript, Database Design, JSP, Drupal, Spring, Technical Documentation, CMS, Semantic Technologies, Web Development, Scrum, PHP, OS X, SQL, JSON, Agile Methodologies, Photoshop, OOAD, RDF, AJAX, REST, HTML/XML, Android SDK, Mobile Phone Apps, JavaScriptMVC, Rhapsody, Agile Modeling, Spring MVC, Android, HTML5
Education
The University of Texas at Dallas 2011 — 2013
Master, Computer science, 3.77
University of Mumbai 2006 — 2010
BE, Computer Science
Axxess June 2014 - Present
Axxess July 2013 - Present
University of Texas at Dallas August 2011 - December 2013
Fidelity Investments June 2012 - January 2013
Somatico Pharmacal pvt ltd June 2010 - May 2011
Softcell Technologies July 2009 - April 2010
Skills
Java, Android Development, Mobile Applications, Object Oriented Design, Software Engineering, jQuery, UML, CSS, HTML 5, Unix, Eclipse, JavaScript, Database Design, JSP, Drupal, Spring, Technical Documentation, CMS, Semantic Technologies, Web Development, Scrum, PHP, OS X, SQL, JSON, Agile Methodologies, Photoshop, OOAD, RDF, AJAX, REST, HTML/XML, Android SDK, Mobile Phone Apps, JavaScriptMVC, Rhapsody, Agile Modeling, Spring MVC, Android, HTML5
Education
The University of Texas at Dallas 2011 — 2013
Master, Computer science, 3.77
University of Mumbai 2006 — 2010
BE, Computer Science
Andrew Billingsley's Fidelity Investments Experience August 2007 - January 2008
Job Law Clerk at Lubbock County District Attorney
Industry Legal Services
Experience
Lubock County District Attorney May 2013 - July 2013
Texas State Senator Wendy R. Davis February 2010 - November 2010
Texas State Representative Paula Pierson January 2009 - August 2009
Texas State Representative Dan Barrett January 2008 - January 2009
Fidelity Investments August 2007 - January 2008
Harcourt Publishing April 2005 - June 2005
Pappasito's Cantina August 1999 - September 2003
Skills
Policy, Government, Community Outreach, Leadership, Analysis, Management, Politics, Research, Budgets, Legislative Relations, Legal Writing, Legislation, Finance, Sales, Legal Research, Criminal Law, Westlaw, Policy Analysis
Education
The University of Texas at Austin 1997 — 2002
B.A., Government
University of Texas at 1997 — 2002
Bachelor of Arts, Government
Lubock County District Attorney May 2013 - July 2013
Texas State Senator Wendy R. Davis February 2010 - November 2010
Texas State Representative Paula Pierson January 2009 - August 2009
Texas State Representative Dan Barrett January 2008 - January 2009
Fidelity Investments August 2007 - January 2008
Harcourt Publishing April 2005 - June 2005
Pappasito's Cantina August 1999 - September 2003
Skills
Policy, Government, Community Outreach, Leadership, Analysis, Management, Politics, Research, Budgets, Legislative Relations, Legal Writing, Legislation, Finance, Sales, Legal Research, Criminal Law, Westlaw, Policy Analysis
Education
The University of Texas at Austin 1997 — 2002
B.A., Government
University of Texas at 1997 — 2002
Bachelor of Arts, Government
William Dice's Fidelity Investments Experience June 2003 - December 2008
Job Senior Android Developer, Lead Developer
Industry Computer Software
Experience
Infovision September 2011 - Present
Barclays September 2011 - Present
Self Employed June 2009 - September 2011
Vurgood Applications June 2009 - September 2011
Fidelity Investments June 2003 - December 2008
Fidelity Investments April 1995 - October 2002
Fidelity Investments October 1993 - March 1995
US Army June 1985 - August 1990
Skills
SQL, JavaScript, Mobile Applications, Android, Eclipse, Unix, Perl, Java, Databases, CSS, C, Web Development, Testing, XML, Mobile Devices
Education
University of North Texas 1993 — 1995
MS, Library Science
The University of Texas at Austin 1980 — 1985
BA, History
Infovision September 2011 - Present
Barclays September 2011 - Present
Self Employed June 2009 - September 2011
Vurgood Applications June 2009 - September 2011
Fidelity Investments June 2003 - December 2008
Fidelity Investments April 1995 - October 2002
Fidelity Investments October 1993 - March 1995
US Army June 1985 - August 1990
Skills
SQL, JavaScript, Mobile Applications, Android, Eclipse, Unix, Perl, Java, Databases, CSS, C, Web Development, Testing, XML, Mobile Devices
Education
University of North Texas 1993 — 1995
MS, Library Science
The University of Texas at Austin 1980 — 1985
BA, History
Greg Glaser's Fidelity Investments Experience February 2012 - Present
Job Senior Manager, Fund Reporting, Fidelity Investments
Industry Accounting
Experience
Fidelity Investments February 2012 - Present
U.S. Bank Mutual Fund Services, LLC January 1996 - December 2012
Texas Commerce Bank January 1991 - January 1996
Skills
Equities, Valuation, Mutual Funds, Accounting, Account Reconciliation
Education
The University of Texas at Austin 1982 — 1985
Bachelor of Business Administration, Accounting
Fidelity Investments February 2012 - Present
U.S. Bank Mutual Fund Services, LLC January 1996 - December 2012
Texas Commerce Bank January 1991 - January 1996
Skills
Equities, Valuation, Mutual Funds, Accounting, Account Reconciliation
Education
The University of Texas at Austin 1982 — 1985
Bachelor of Business Administration, Accounting
Anish Joshi,CSM's Fidelity Investments Experience April 2011 - Present
Job Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - Present
Wells Fargo January 2010 - August 2010
Skills
SQL, ETL, SDLC, Databases, Microsoft SQL Server, Business Intelligence, Oracle SQL Developer, Integration, Requirements Analysis, Database Administration, COBOL, CICS, IBM BPM, Fileaid, JCL, Endeavor, Control-M, Project Management
Education
The University of Texas at Dallas 2008 — 2010
Master's Degree, Computer Science
University of Mumbai 2004 — 2008
Bachelor's Degree, Computer Science
Fidelity Investments April 2011 - Present
Wells Fargo January 2010 - August 2010
Skills
SQL, ETL, SDLC, Databases, Microsoft SQL Server, Business Intelligence, Oracle SQL Developer, Integration, Requirements Analysis, Database Administration, COBOL, CICS, IBM BPM, Fileaid, JCL, Endeavor, Control-M, Project Management
Education
The University of Texas at Dallas 2008 — 2010
Master's Degree, Computer Science
University of Mumbai 2004 — 2008
Bachelor's Degree, Computer Science
Mark Jantzen's Fidelity Investments Experience August 1998 - Present
Job
Industry Investment Management
Experience
Fidelity Investments August 1998 - Present
Fidelity Investments September 1993 - August 1998
Fidelity Investments March 1990 - September 1993
Fidelity Investments February 1989 - March 1990
Skills
Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Investments, Mutual Funds
Education
The University of Texas at Austin 1980 — 1986
BBS, Finance
Round Rock High School 1976 — 1980
Fidelity Investments August 1998 - Present
Fidelity Investments September 1993 - August 1998
Fidelity Investments March 1990 - September 1993
Fidelity Investments February 1989 - March 1990
Skills
Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Investments, Mutual Funds
Education
The University of Texas at Austin 1980 — 1986
BBS, Finance
Round Rock High School 1976 — 1980
Bluford Birdsong's Fidelity Investments Experience July 1993 - February 2010
Job Vice President New Business Participant Engagement at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement August 2014 - Present
Prudential Retirement 2011 - 2014
Fidelity Investments July 1993 - February 2010
Fidelity Investments 1993 - 2010
Skills
Series 6, Retirement Planning, Uniform Combined State..., Retirement, Financial Services, Strategic Financial..., Securities, Series 7, Series 63, 401k, Mutual Funds, Investments, Wealth Management, Risk Management, Relationship Management, Management, Leadership, Business Relationship...
Education
The University of Texas at Dallas
Bachelors, Government and Politics
Prudential Retirement August 2014 - Present
Prudential Retirement 2011 - 2014
Fidelity Investments July 1993 - February 2010
Fidelity Investments 1993 - 2010
Skills
Series 6, Retirement Planning, Uniform Combined State..., Retirement, Financial Services, Strategic Financial..., Securities, Series 7, Series 63, 401k, Mutual Funds, Investments, Wealth Management, Risk Management, Relationship Management, Management, Leadership, Business Relationship...
Education
The University of Texas at Dallas
Bachelors, Government and Politics
Bart Jefferys's Fidelity Investments Experience July 2008 - February 2010
Job Director Communications and Education at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2011 - Present
McAfee July 2010 - September 2011
Fidelity Investments July 2008 - February 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2005 - November 2006
Fidelity Investments November 1997 - May 2005
Skills
Vendor Management, Management, Leadership, Project Management, CRM, Business Analysis, Process Improvement, Relationship Management, Sales, Customer Satisfaction, Risk Management, Training, Project Planning, Strategy
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics
Prudential Financial September 2011 - Present
McAfee July 2010 - September 2011
Fidelity Investments July 2008 - February 2010
Fidelity Investments November 2006 - July 2008
Fidelity Investments May 2005 - November 2006
Fidelity Investments November 1997 - May 2005
Skills
Vendor Management, Management, Leadership, Project Management, CRM, Business Analysis, Process Improvement, Relationship Management, Sales, Customer Satisfaction, Risk Management, Training, Project Planning, Strategy
Education
The University of Texas at Austin 1992 — 1996
B.A., Economics
Tropa Chowdhury, M.S.'s Fidelity Investments Experience 2006 - 2009
Job External Services Management Consultant at CIBC
Industry Financial Services
Experience
CIBC March 2015 - Present
CIBC November 2011 - March 2015
CIBC August 2010 - November 2011
Fidelity Investments 2006 - 2009
Manulife Financial 2005 - 2006
Skills
SDLC, Requirements Analysis, UML, Business Analysis, SQL, SharePoint, Software Documentation, RUP, Team Leadership, Process Engineering, Projects, Data Analysis, Configuration Management, Unix, Acceptance Testing, Analysis, Program Management, Visio, Leadership, Microsoft Office, Technical Writing, Software Engineering, Project Management, OOAD, Change Management, Six Sigma, Business Strategy, Process Improvement, Agile Methodologies, JAD, Retail Banking, Strategic Initiatives, Vendor Management, Quality Assurance, Financial Analysis
Education
The University of Texas at Dallas 2003 — 2004
MS
The University of Texas at Dallas 2000 — 2003
BS, Cum Laude
CIBC March 2015 - Present
CIBC November 2011 - March 2015
CIBC August 2010 - November 2011
Fidelity Investments 2006 - 2009
Manulife Financial 2005 - 2006
Skills
SDLC, Requirements Analysis, UML, Business Analysis, SQL, SharePoint, Software Documentation, RUP, Team Leadership, Process Engineering, Projects, Data Analysis, Configuration Management, Unix, Acceptance Testing, Analysis, Program Management, Visio, Leadership, Microsoft Office, Technical Writing, Software Engineering, Project Management, OOAD, Change Management, Six Sigma, Business Strategy, Process Improvement, Agile Methodologies, JAD, Retail Banking, Strategic Initiatives, Vendor Management, Quality Assurance, Financial Analysis
Education
The University of Texas at Dallas 2003 — 2004
MS
The University of Texas at Dallas 2000 — 2003
BS, Cum Laude
Jon Speight, CFP®'s Fidelity Investments Experience June 1991 - June 1995
Job President at Speight Asset Management, LLC
Industry Investment Management
Experience
Speight Asset Management, LLC January 2014 - Present
King Investment Advisors, Inc. July 2003 - December 2013
Financial Synergies Asset Management, Inc. November 1998 - July 2003
Charles Schwab & Co., Inc. June 1995 - November 1998
Fidelity Investments June 1991 - June 1995
Skills
Portfolio Management, Retirement Planning, Personal Financial..., Investment Management, Investment Strategies, Asset Allocation
Education
The University of Texas at Austin 1988 — 1991
Bachelor's Degree, Speech Communication
Speight Asset Management, LLC January 2014 - Present
King Investment Advisors, Inc. July 2003 - December 2013
Financial Synergies Asset Management, Inc. November 1998 - July 2003
Charles Schwab & Co., Inc. June 1995 - November 1998
Fidelity Investments June 1991 - June 1995
Skills
Portfolio Management, Retirement Planning, Personal Financial..., Investment Management, Investment Strategies, Asset Allocation
Education
The University of Texas at Austin 1988 — 1991
Bachelor's Degree, Speech Communication
Jocelin Kannadan's Fidelity Investments Experience October 2011 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Fidelity Investments October 2011 - February 2014
Raymond James Financial Inc. April 2006 - April 2010
Wachovia Securities July 2002 - April 2006
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
Bachelors of Business Administration, Finance
Arman Nouri's Fidelity Investments Experience June 2014 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2012 - March 2014
Veritude June 2011 - May 2012
Pappadeaux Seafood Kitchen July 2010 - June 2011
Frost Bank August 2009 - February 2010
Frost Bank September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Leadership, Sales, Analysis, Customer Service, Finance, Event Planning, Social Media, Data Analysis
Education
The University of Texas at Austin 2009 — 2012
Finance, General Finance, 3.13
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
Bachelor of Business, Finance
Fidelity Investments June 2014 - Present
Fidelity Investments May 2012 - March 2014
Veritude June 2011 - May 2012
Pappadeaux Seafood Kitchen July 2010 - June 2011
Frost Bank August 2009 - February 2010
Frost Bank September 2008 - April 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Leadership, Sales, Analysis, Customer Service, Finance, Event Planning, Social Media, Data Analysis
Education
The University of Texas at Austin 2009 — 2012
Finance, General Finance, 3.13
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
Bachelor of Business, Finance
Sirisha Koneru's Fidelity Investments Experience October 2011 - January 2013
Job Sr. Java Consultant
Industry Computer Software
Experience
Citi April 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices February 2013 - March 2015
Fidelity Investments October 2011 - January 2013
Sabre Holdings May 2006 - September 2011
Nokia November 2005 - April 2006
Skills
Spring, Hibernate, JUnit, Agile Methodologies, Design Patterns, Servlets, Spring Framework, Core Java, Spring Webflow, JiBX, Freemarker, XML, XSD, JMX, Web Services, SOAP, SOA, Applets, Oracle SQL, Oracle 9i/10g, UNIX Script, Fitnesse, JMeter, EasyMock, Unitils, Agile, Agile Project Management, Rest API, Requirements Analysis, PostgreSQL, Production Support, SDLC, Oracle, Software Development, Integration, Tomcat, Java Enterprise Edition, Java, Unix
Education
The University of Texas at Dallas 2005 — 2008
Masters, Computer Science
PVPSIT 2000 — 2004
Bachelors, Computer Science and information Techinology
Citi April 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices February 2013 - March 2015
Fidelity Investments October 2011 - January 2013
Sabre Holdings May 2006 - September 2011
Nokia November 2005 - April 2006
Skills
Spring, Hibernate, JUnit, Agile Methodologies, Design Patterns, Servlets, Spring Framework, Core Java, Spring Webflow, JiBX, Freemarker, XML, XSD, JMX, Web Services, SOAP, SOA, Applets, Oracle SQL, Oracle 9i/10g, UNIX Script, Fitnesse, JMeter, EasyMock, Unitils, Agile, Agile Project Management, Rest API, Requirements Analysis, PostgreSQL, Production Support, SDLC, Oracle, Software Development, Integration, Tomcat, Java Enterprise Edition, Java, Unix
Education
The University of Texas at Dallas 2005 — 2008
Masters, Computer Science
PVPSIT 2000 — 2004
Bachelors, Computer Science and information Techinology
Scott Natelli's Fidelity Investments Experience July 2012 - April 2014
Job Software Engineer at Raytheon
Industry Information Technology and Services
Experience
Raytheon July 2015 - Present
Lockheed Martin April 2014 - July 2015
Fidelity Investments July 2012 - April 2014
Ellington Lab - Center for Systems & Synthetic Biology January 2012 - February 2012
Center for Systems & Synthetic Biology June 2010 - December 2011
Skills
Linux, Perl, Java, C, Bash, Microsoft Office, Maven, SQL, PL/SQL, Ruby, Mercurial, Subversion, Git, Software Design, Linux System..., Database Administration, Windows, NetBeans, Oracle SQL Developer, Eclipse, LibreOffice, Atlassian JIRA, JavaScript, Continuous Integration, Nexus
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science, Electrical Engineering
Raytheon July 2015 - Present
Lockheed Martin April 2014 - July 2015
Fidelity Investments July 2012 - April 2014
Ellington Lab - Center for Systems & Synthetic Biology January 2012 - February 2012
Center for Systems & Synthetic Biology June 2010 - December 2011
Skills
Linux, Perl, Java, C, Bash, Microsoft Office, Maven, SQL, PL/SQL, Ruby, Mercurial, Subversion, Git, Software Design, Linux System..., Database Administration, Windows, NetBeans, Oracle SQL Developer, Eclipse, LibreOffice, Atlassian JIRA, JavaScript, Continuous Integration, Nexus
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science, Electrical Engineering
Randy Kratz, CFP®'s Fidelity Investments Experience May 2005 - February 2012
Job Owner and Principal of Willoughby Hill Wealth Management, LLC and wealthsense.net
Industry Financial Services
Experience
Willoughby Hill Wealth Management, LLC and wealthsense.net Senior Wealth AdvisorSweetwater Financial AdvisorsFebruary 2014 - September 2014
Willoughby Hill Wealth Management, LLC November 1994 - February 2014
Fidelity Investments May 2005 - February 2012
Kratz Investment Advisory Network January 1999 - April 2005
American Express Financial Advisors November 1994 - January 1999
Skills
Personal Financial..., Wealth Management, Financial Markets, Capital Markets, Foreign Currency, Certified Financial..., Public Speaking, Retirement Planning, Financial Advisory, Wealth, Insurance, Strategic Financial..., Investments, Financial Planners
Education
The University of Texas at Austin
Bachelor of Science (BS), Communications
Willoughby Hill Wealth Management, LLC and wealthsense.net Senior Wealth AdvisorSweetwater Financial AdvisorsFebruary 2014 - September 2014
Willoughby Hill Wealth Management, LLC November 1994 - February 2014
Fidelity Investments May 2005 - February 2012
Kratz Investment Advisory Network January 1999 - April 2005
American Express Financial Advisors November 1994 - January 1999
Skills
Personal Financial..., Wealth Management, Financial Markets, Capital Markets, Foreign Currency, Certified Financial..., Public Speaking, Retirement Planning, Financial Advisory, Wealth, Insurance, Strategic Financial..., Investments, Financial Planners
Education
The University of Texas at Austin
Bachelor of Science (BS), Communications
Ashlee Kegler's Fidelity Investments Experience June 2011 - October 2012
Job Senior Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Charles Schwab December 2012 - June 2013
Fidelity Investments June 2011 - October 2012
Fidelity Investments October 2010 - June 2011
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Applied Science (B.A.Sc.)
UBS Wealth Management June 2013 - Present
Charles Schwab December 2012 - June 2013
Fidelity Investments June 2011 - October 2012
Fidelity Investments October 2010 - June 2011
Education
The University of Texas at Austin 2001 — 2006
Bachelor of Applied Science (B.A.Sc.)
Edward Ahn's Fidelity Investments Experience February 2014 - Present
Job Actuarial Associate at Fidelity Investments
Industry
Experience
Fidelity Investments February 2014 - Present
Humana May 2013 - August 2013
Rudd and Wisdom May 2012 - May 2013
Frank Erwin Center August 2010 - May 2012
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Science (B.S.), Mathematics
Fidelity Investments February 2014 - Present
Humana May 2013 - August 2013
Rudd and Wisdom May 2012 - May 2013
Frank Erwin Center August 2010 - May 2012
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Science (B.S.), Mathematics
Adrian Dixon's Fidelity Investments Experience August 2015 - Present
Job Financial Associate at Fidelity
Industry Financial Services
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank