Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Fatima Alsrogy Fatima Alsrogy's Fidelity Investments Experience October 2014 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
World Services USA March 2013 - Present
Various Companies and Clients March 2009 - Present
United Surgical Partners International, Inc May 2009 - October 2014
Fossil, Inc June 2007 - October 2008
Richland Community College February 2005 - May 2005
Immigration Law Office of Thomas Spaniolo August 2000 - May 2002
Skills
Writing Skills, SAP, Websphere, SQL, Visio, Sage CRM, Adobe Acrobat, Microsoft Office, Linux, Modern Standard Arabic, Egyptian Colloquial..., Dreamweaver, CSS Javascript, Data Analysis
Education
The University of Texas at Dallas 2005 — 2007
Bachelor of Arts, Interdisciplinary Studies: Social Sciences
University of Texas at Dallas - Naveen Jindal School of Management
Masters, Management and Administrative Sciences: In Progress
Fidelity Investments October 2014 - Present
World Services USA March 2013 - Present
Various Companies and Clients March 2009 - Present
United Surgical Partners International, Inc May 2009 - October 2014
Fossil, Inc June 2007 - October 2008
Richland Community College February 2005 - May 2005
Immigration Law Office of Thomas Spaniolo August 2000 - May 2002
Skills
Writing Skills, SAP, Websphere, SQL, Visio, Sage CRM, Adobe Acrobat, Microsoft Office, Linux, Modern Standard Arabic, Egyptian Colloquial..., Dreamweaver, CSS Javascript, Data Analysis
Education
The University of Texas at Dallas 2005 — 2007
Bachelor of Arts, Interdisciplinary Studies: Social Sciences
University of Texas at Dallas - Naveen Jindal School of Management
Masters, Management and Administrative Sciences: In Progress
Carey Lotzer's Fidelity Investments Experience November 1994 - April 1995
Job Systems Consultant at Neiman Marcus
Industry
Experience
Neiman Marcus September 2012 - Present
TouchPay Holdings, LP September 2009 - September 2012
Neiman Marcus April 2004 - November 2011
Vision Controls, Inc. August 2001 - April 2004
Piranha, Inc. November 1999 - August 2001
PrimeCo PCS, LP October 1996 - November 1999
Galileo Technologies January 1991 - September 1996
Meridian Oil November 1995 - June 1996
Fidelity Investments November 1994 - April 1995
MCI International November 1994 - April 1995
Skills
Software Development, Sales Presentations, Customer Liason, Software Project..., Software Documentation, Software Engineering, Software Design, Embedded Systems, Embedded C, Embedded Linux, Embedded C++, Embedded SQL, Oracle Applications, Oracle E-Business Suite, Oracle HR, Arduino, Electronics, Electrical Engineering, Robotics, Robot Programming, Mobile Applications, Software Verification, Visual Merchandising, Unix, Linux, Subversion, XML, Unix Shell Scripting, Oracle, Agile Methodologies, Solaris, Visual Basic, SQL, SOAP, Programming, Java, Java Enterprise Edition, Operating Systems, C, Web Services, MySQL, Ant, JavaScript, TCP/IP, C, Web Applications, Microsoft SQL Server, PL/SQL, Weblogic, PHP
Education
The University of Texas at Dallas 1982 — 1986
Bachelor's degree, Geophysics, 3.5
Neiman Marcus September 2012 - Present
TouchPay Holdings, LP September 2009 - September 2012
Neiman Marcus April 2004 - November 2011
Vision Controls, Inc. August 2001 - April 2004
Piranha, Inc. November 1999 - August 2001
PrimeCo PCS, LP October 1996 - November 1999
Galileo Technologies January 1991 - September 1996
Meridian Oil November 1995 - June 1996
Fidelity Investments November 1994 - April 1995
MCI International November 1994 - April 1995
Skills
Software Development, Sales Presentations, Customer Liason, Software Project..., Software Documentation, Software Engineering, Software Design, Embedded Systems, Embedded C, Embedded Linux, Embedded C++, Embedded SQL, Oracle Applications, Oracle E-Business Suite, Oracle HR, Arduino, Electronics, Electrical Engineering, Robotics, Robot Programming, Mobile Applications, Software Verification, Visual Merchandising, Unix, Linux, Subversion, XML, Unix Shell Scripting, Oracle, Agile Methodologies, Solaris, Visual Basic, SQL, SOAP, Programming, Java, Java Enterprise Edition, Operating Systems, C, Web Services, MySQL, Ant, JavaScript, TCP/IP, C, Web Applications, Microsoft SQL Server, PL/SQL, Weblogic, PHP
Education
The University of Texas at Dallas 1982 — 1986
Bachelor's degree, Geophysics, 3.5
Yiding Luo Yiding Luo's Fidelity Investments Experience May 2013 - August 2013
Job Application Engineer at Texas Instruments
Industry Electrical/Electronic Manufacturing
Experience
Texas Instruments May 2015 - Present
The Texas Analog Center of Excellence(TxACE) Integrated Power Lab May 2014 - Present
OpNeAR( Open Networking Advanced Research) August 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Skills
HTML, Python, Java, C++, Verilog, Linux, Cadence Virtuoso, Integrated Circuit..., Matlab, Visual Basic, LabVIEW, Visual C++, OpenFlow, Software-defined..., PSpice, Arduino, TI C2000, Code Composer Studio, Thermoelectrics, Energy Harvesting, Microsoft Office, English, Public Speaking, Assembly Language, Power Management
Education
UTD 2011 — 2015
Bachelor of Science (BS), Electrical and Electronics Engineering, 3.92/4.0
Texas Instruments May 2015 - Present
The Texas Analog Center of Excellence(TxACE) Integrated Power Lab May 2014 - Present
OpNeAR( Open Networking Advanced Research) August 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Skills
HTML, Python, Java, C++, Verilog, Linux, Cadence Virtuoso, Integrated Circuit..., Matlab, Visual Basic, LabVIEW, Visual C++, OpenFlow, Software-defined..., PSpice, Arduino, TI C2000, Code Composer Studio, Thermoelectrics, Energy Harvesting, Microsoft Office, English, Public Speaking, Assembly Language, Power Management
Education
UTD 2011 — 2015
Bachelor of Science (BS), Electrical and Electronics Engineering, 3.92/4.0
Carissa Roitsch Carissa Roitsch's Fidelity Investments Experience May 2015 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Boys and Girls Club of Plano June 2013 - May 2015
Chofa's Bar and Grill May 2012 - August 2012
Gemini Estate Plan December 2007 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Teamwork, Social Media, Event Planning, Public Speaking, Outlook, Time Management, Data Entry, Photoshop, English, Facebook
Education
The University of Texas at Dallas 2011 — 2015
Fidelity Investments May 2015 - Present
Boys and Girls Club of Plano June 2013 - May 2015
Chofa's Bar and Grill May 2012 - August 2012
Gemini Estate Plan December 2007 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, Teamwork, Social Media, Event Planning, Public Speaking, Outlook, Time Management, Data Entry, Photoshop, English, Facebook
Education
The University of Texas at Dallas 2011 — 2015
Patti Roe Patti Roe's Fidelity Investments Experience November 2011 - July 2013
Job Sr. Administrative Assistant at Prudential Investments
Industry Investment Management
Experience
Prudential Investments October 2013 - Present
Fidelity Investments November 2011 - July 2013
Raytheon Company August 2005 - February 2010
Education
UTD
Prudential Investments October 2013 - Present
Fidelity Investments November 2011 - July 2013
Raytheon Company August 2005 - February 2010
Education
UTD
Tejas Raja Shivaprakash Tejas Raja Shivaprakash's Fidelity Investments Experience February 2013 - Present
Job
Industry Information Services
Experience
Fidelity Investments February 2013 - Present
Syntel March 2011 - February 2013
American Express March 2011 - January 2013
Argus Information and Advisory Services June 2010 - July 2011
Infosys Technologies Limited July 2006 - June 2008
Education
The University of Texas at Dallas 2008 — 2010
MS, MIS
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
Master of Science, Management Information Systems
Visvesvaraya Technological University 2002 — 2006
BE, Mechanical Engineering
Fidelity Investments February 2013 - Present
Syntel March 2011 - February 2013
American Express March 2011 - January 2013
Argus Information and Advisory Services June 2010 - July 2011
Infosys Technologies Limited July 2006 - June 2008
Education
The University of Texas at Dallas 2008 — 2010
MS, MIS
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
Master of Science, Management Information Systems
Visvesvaraya Technological University 2002 — 2006
BE, Mechanical Engineering
Emilio Rios Emilio Rios's Fidelity Investments Experience December 2013 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2013 - December 2013
MMG January 2013 - April 2013
Anderson Financial November 2010 - September 2011
Anderson Financial October 2007 - November 2010
Skills
Management, Event Planning, Team-oriented, Persistence, Community Service, Multi Tasking, Oral & Written..., Analytical Skills, Critical Thinking, Financial Analysis, Problem Solving, Microsoft Office, Time Management, Strategic Planning, Employee and..., Accounting, Leadership
Education
The University of Texas at San Antonio 2011 — 2013
Bachelors of Business Administration in Management with Finance
Fidelity Investments December 2013 - Present
Fidelity Investments June 2013 - December 2013
MMG January 2013 - April 2013
Anderson Financial November 2010 - September 2011
Anderson Financial October 2007 - November 2010
Skills
Management, Event Planning, Team-oriented, Persistence, Community Service, Multi Tasking, Oral & Written..., Analytical Skills, Critical Thinking, Financial Analysis, Problem Solving, Microsoft Office, Time Management, Strategic Planning, Employee and..., Accounting, Leadership
Education
The University of Texas at San Antonio 2011 — 2013
Bachelors of Business Administration in Management with Finance
Joseph Reina Joseph Reina's Fidelity Investments Experience December 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - November 2014
XPO Logistics, Inc. May 2013 - February 2014
Nordstrom October 2009 - May 2013
YMCA 2007 - 2009
Skills
Sales, Leadership, Marketing, Customer Satisfaction, Social Media, Data Analysis, Economics, Microsoft Office, Economic Development, Access, Salesforce.com, Supply Chain Management, Event Planning, CRM, P&L Management, Project Management, Logistics, Analysis, MIS, Finance, Lead Generation, Educational Leadership, Social Networking, Series 7, Series 63
Education
The University of Texas at Dallas 2008 — 2013
Bachelor's degree, International Political Economy
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - November 2014
XPO Logistics, Inc. May 2013 - February 2014
Nordstrom October 2009 - May 2013
YMCA 2007 - 2009
Skills
Sales, Leadership, Marketing, Customer Satisfaction, Social Media, Data Analysis, Economics, Microsoft Office, Economic Development, Access, Salesforce.com, Supply Chain Management, Event Planning, CRM, P&L Management, Project Management, Logistics, Analysis, MIS, Finance, Lead Generation, Educational Leadership, Social Networking, Series 7, Series 63
Education
The University of Texas at Dallas 2008 — 2013
Bachelor's degree, International Political Economy
Anthony Coppedge's Fidelity Investments Experience January 2015 - Present
Job Program Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments January 2015 - Present
Anthony Coppedge Consulting May 2014 - Present
LifeWay Christian Resources - Auxano February 2013 - May 2014
ACC April 2012 - February 2013
Worlds of Wow, Inc. August 2011 - April 2012
The Active Network January 2011 - August 2011
Fellowship Technologies August 2009 - January 2011
Anthony Coppedge Consulting June 2003 - August 2009
House of Worship Marketing Services May 2003 - July 2009
AVI September 2001 - June 2003
Skills
Social Media Marketing, Blogging, Email Marketing, Marketing Communications, Business Development, Marketing Strategy, Social Networking, Social Media, Nonprofits, SEO, Public Speaking, Video Production, Creative Direction, Strategic Communications, Video, Team Building, Marketing, Strategy, Strategic Planning, Salesforce.com, Digital Media, Digital Marketing, Facebook, Technical Writing, Copywriting, Social Media Measurement, Newsletters, Team Leadership, Volunteer Management, SaaS, Leadership, Management, Training, Project Management, Leadership Development, Lead Generation, Program Management, Content Marketing..., Online Marketing, CRM, Sales, Content Strategy
Education
University of Texas at San Antonio 1989 — 1991
Communications, Radio, Television, Film, 3.1
Fidelity Investments January 2015 - Present
Anthony Coppedge Consulting May 2014 - Present
LifeWay Christian Resources - Auxano February 2013 - May 2014
ACC April 2012 - February 2013
Worlds of Wow, Inc. August 2011 - April 2012
The Active Network January 2011 - August 2011
Fellowship Technologies August 2009 - January 2011
Anthony Coppedge Consulting June 2003 - August 2009
House of Worship Marketing Services May 2003 - July 2009
AVI September 2001 - June 2003
Skills
Social Media Marketing, Blogging, Email Marketing, Marketing Communications, Business Development, Marketing Strategy, Social Networking, Social Media, Nonprofits, SEO, Public Speaking, Video Production, Creative Direction, Strategic Communications, Video, Team Building, Marketing, Strategy, Strategic Planning, Salesforce.com, Digital Media, Digital Marketing, Facebook, Technical Writing, Copywriting, Social Media Measurement, Newsletters, Team Leadership, Volunteer Management, SaaS, Leadership, Management, Training, Project Management, Leadership Development, Lead Generation, Program Management, Content Marketing..., Online Marketing, CRM, Sales, Content Strategy
Education
University of Texas at San Antonio 1989 — 1991
Communications, Radio, Television, Film, 3.1
Folajimmie Ogunrayi's Fidelity Investments Experience September 2013 - Present
Job Senior Fund Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2013 - Present
Barnes & Noble College July 2012 - December 2012
Five Star Quality Care January 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Auditing, Tax Accounting, Microsoft Office, Data Entry
Education
The University of Texas at Dallas 2009 — 2013
Accounting
Lake Highlands High 2005 — 2009
High School Diploma
Fidelity Investments September 2013 - Present
Barnes & Noble College July 2012 - December 2012
Five Star Quality Care January 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Auditing, Tax Accounting, Microsoft Office, Data Entry
Education
The University of Texas at Dallas 2009 — 2013
Accounting
Lake Highlands High 2005 — 2009
High School Diploma
Lucero Rodriguez Ponce's Fidelity Investments Experience March 2015 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Consilium Staffing December 2014 - March 2015
Bank of America May 2014 - December 2014
ITL Foods, Inc March 2009 - December 2013
Education
The University of Texas at Dallas 2010 — 2014
Bachelor of Science (BS), Biology/Business Administration with a Concentration in Healthcare Mgt
Fidelity Investments March 2015 - Present
Consilium Staffing December 2014 - March 2015
Bank of America May 2014 - December 2014
ITL Foods, Inc March 2009 - December 2013
Education
The University of Texas at Dallas 2010 — 2014
Bachelor of Science (BS), Biology/Business Administration with a Concentration in Healthcare Mgt
Robert Burks, MBA Robert Burks, MBA's Fidelity Investments Experience June 2015 - Present
Job Investment Consultant with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Capital Financial Group, LLC April 2014 - May 2015
USAA June 2010 - April 2014
Frost Bank November 2009 - May 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Insurance, Retirement, Wealth Management, IRAs, Fixed Annuities, Financial Goals, Long Term Care Insurance, AAMS, CRPC, Microsoft Excel, FINRA, Permanent Life Insurance, Holistic Financial..., Term Life Insurance, Retirement Plan..., Life, Long-term Care, Life Insurance
Education
The University of Texas at San Antonio 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Arkansas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Lake Highlands and Highlander
Fidelity Investments June 2015 - Present
Capital Financial Group, LLC April 2014 - May 2015
USAA June 2010 - April 2014
Frost Bank November 2009 - May 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Insurance, Retirement, Wealth Management, IRAs, Fixed Annuities, Financial Goals, Long Term Care Insurance, AAMS, CRPC, Microsoft Excel, FINRA, Permanent Life Insurance, Holistic Financial..., Term Life Insurance, Retirement Plan..., Life, Long-term Care, Life Insurance
Education
The University of Texas at San Antonio 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Arkansas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Lake Highlands and Highlander
Kimberly Mulder's Fidelity Investments Experience April 2008 - May 2010
Job International Tax Associate at PwC
Industry Law Practice
Experience
PwC March 2014 - Present
San Diego Superior Court August 2012 - December 2012
Slovak Baron & Empey LLP June 2012 - August 2012
Fidelity Investments April 2008 - May 2010
Zions Bank June 2004 - April 2008
Skills
Investments, Loans, Securities, Series 7, LexisNexis, IRS Certified Tax..., Alternative Dispute..., Word, Excel, Banking, Tax Law, Tax Preparation, Series 63, Microsoft Excel, Mergers & Acquisitions, Microsoft Word
Education
University of San Diego School of Law 2012 — 2013
Master of Laws (LL.M.), Tax Law/Taxation
Thomas Jefferson School of Law 2010 — 2012
J.D. Cum Laude
University of Utah 2006 — 2009
B.S., Finance
PwC March 2014 - Present
San Diego Superior Court August 2012 - December 2012
Slovak Baron & Empey LLP June 2012 - August 2012
Fidelity Investments April 2008 - May 2010
Zions Bank June 2004 - April 2008
Skills
Investments, Loans, Securities, Series 7, LexisNexis, IRS Certified Tax..., Alternative Dispute..., Word, Excel, Banking, Tax Law, Tax Preparation, Series 63, Microsoft Excel, Mergers & Acquisitions, Microsoft Word
Education
University of San Diego School of Law 2012 — 2013
Master of Laws (LL.M.), Tax Law/Taxation
Thomas Jefferson School of Law 2010 — 2012
J.D. Cum Laude
University of Utah 2006 — 2009
B.S., Finance
Clint Greenwood's Fidelity Investments Experience 1993 - 1998
Job Staff Engineer, Office of the CTO Cloud Native Apps at VMware
Industry Information Technology and Services
Experience
VMware March 2015 - Present
VMware May 2012 - March 2015
GE November 2011 - May 2012
Cisco Systems November 2010 - November 2011
General Electric April 2008 - December 2010
GE Aviation 2004 - April 2008
Cardinal Solutions August 2003 - September 2004
US Bank 2001 - 2003
Fidelity Investments 1993 - 1998
Skills
Cloud Computing, Docker, Go, Mesos, Virtualization, Data Center, Enterprise Software, Enterprise Architecture, IT Strategy, Solution Architecture, Java, Agile Methodologies, Software Development, VMware, Storage, SaaS, Cisco Technologies, Product Lifecycle..., Process Improvement, PaaS, Architecture, Ruby, Cassandra, PostgreSQL, Oracle, RESTful WebServices, Architectures, Redis, Cloud Foundry, Git, Jenkins
Education
Thomas More College
BA
VMware March 2015 - Present
VMware May 2012 - March 2015
GE November 2011 - May 2012
Cisco Systems November 2010 - November 2011
General Electric April 2008 - December 2010
GE Aviation 2004 - April 2008
Cardinal Solutions August 2003 - September 2004
US Bank 2001 - 2003
Fidelity Investments 1993 - 1998
Skills
Cloud Computing, Docker, Go, Mesos, Virtualization, Data Center, Enterprise Software, Enterprise Architecture, IT Strategy, Solution Architecture, Java, Agile Methodologies, Software Development, VMware, Storage, SaaS, Cisco Technologies, Product Lifecycle..., Process Improvement, PaaS, Architecture, Ruby, Cassandra, PostgreSQL, Oracle, RESTful WebServices, Architectures, Redis, Cloud Foundry, Git, Jenkins
Education
Thomas More College
BA
Matthew Philips Matthew Philips's Fidelity Investments Experience August 2010 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Fidelity Investments February 2010 - August 2010
Fidelity Investments November 2007 - February 2010
Fidelity Investments October 2006 - November 2007
Fidelity Investments March 2006 - October 2006
Skills
Series 7, Investments, Equities, Series 9/10, Series 66, Life & Health Insurance...
Education
UTD 2000 — 2004
Bachelor's of Science
Fidelity Investments August 2010 - Present
Fidelity Investments February 2010 - August 2010
Fidelity Investments November 2007 - February 2010
Fidelity Investments October 2006 - November 2007
Fidelity Investments March 2006 - October 2006
Skills
Series 7, Investments, Equities, Series 9/10, Series 66, Life & Health Insurance...
Education
UTD 2000 — 2004
Bachelor's of Science
Jeffery Piorkowski's Fidelity Investments Experience October 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments October 2003 - October 2011
Fidelity Investments July 2000 - October 2003
Fidelity Investments October 1999 - July 2000
Fidelity Investments May 1998 - October 1999
Skills
Workforce Planning, Employee Benefits, Deferred Compensation, Succession Planning, College Recruiting, Onboarding, Benefits Administration, Talent Acquisition, HRIS, Talent Management, Employee Relations, Employment Law, Recruiting, Leadership, Human Resources, Performance Management, Employee Engagement
Education
The University of Texas at Dallas
BS
Fidelity Investments October 2012 - Present
Fidelity Investments October 2003 - October 2011
Fidelity Investments July 2000 - October 2003
Fidelity Investments October 1999 - July 2000
Fidelity Investments May 1998 - October 1999
Skills
Workforce Planning, Employee Benefits, Deferred Compensation, Succession Planning, College Recruiting, Onboarding, Benefits Administration, Talent Acquisition, HRIS, Talent Management, Employee Relations, Employment Law, Recruiting, Leadership, Human Resources, Performance Management, Employee Engagement
Education
The University of Texas at Dallas
BS
Thomas Ballard Thomas Ballard's Fidelity Investments Experience June 2012 - August 2012
Job Research Assistant at The University of Texas at Dallas
Industry Computer Hardware
Experience
The University of Texas at Dallas September 2012 - July 2013
University of Texas at Dallas December 2010 - September 2012
Fidelity Investments June 2012 - August 2012
Skills
Matlab, Java, Linux, Data Analysis, Programming, Python, Eclipse, Microsoft Office, Unix, Operating Systems, Visio, Windows, Microsoft Excel, Altium Designer, PCB layout design, Pspice
Education
The University of Texas at Dallas 2009 — 2013
The University of Texas at Dallas September 2012 - July 2013
University of Texas at Dallas December 2010 - September 2012
Fidelity Investments June 2012 - August 2012
Skills
Matlab, Java, Linux, Data Analysis, Programming, Python, Eclipse, Microsoft Office, Unix, Operating Systems, Visio, Windows, Microsoft Excel, Altium Designer, PCB layout design, Pspice
Education
The University of Texas at Dallas 2009 — 2013
Tony Saltarski Tony Saltarski's Fidelity Investments Experience 2011 - November 2014
Job Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services November 2014 - Present
Fidelity Investments 2011 - November 2014
Fidelity Investments May 2010 - September 2011
Fish City Grill December 2008 - December 2009
Skills
Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, FINRA, Retirement Planning, Retirement, Investments, Wealth Management, Securities, ETFs, Equities, Fixed Income, Financial Services, Finance, Financial Advisory
Education
The University of Texas at San Antonio 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
HD Vest Financial Services November 2014 - Present
Fidelity Investments 2011 - November 2014
Fidelity Investments May 2010 - September 2011
Fish City Grill December 2008 - December 2009
Skills
Series 63, Series 7, Mutual Funds, 401k, Asset Allocation, FINRA, Retirement Planning, Retirement, Investments, Wealth Management, Securities, ETFs, Equities, Fixed Income, Financial Services, Finance, Financial Advisory
Education
The University of Texas at San Antonio 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Amy Kimble Amy Kimble's Fidelity Investments Experience July 2005 - July 2006
Job Attorney at Bradford Myler and Associates
Industry Law Practice
Experience
Bradford Myler and Associates January 2010 - Present
Fidelity Investments July 2005 - July 2006
Education
Thomas M. Cooley Law School
Juris Doctor
University of Utah
Bachelor of Science (BS), Political Science and Sociology
Bradford Myler and Associates January 2010 - Present
Fidelity Investments July 2005 - July 2006
Education
Thomas M. Cooley Law School
Juris Doctor
University of Utah
Bachelor of Science (BS), Political Science and Sociology
Holly Cao Holly Cao's Fidelity Investments Experience July 2011 - Present
Job Principal Software Developer
Industry Information Technology and Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments June 1999 - June 2011
Skills
.NET, C#, Agile Methodologies, Java, JavaScript, Microsoft SQL Server, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Web Services, XML
Education
The University of Texas at Dallas 1997 — 1999
Fidelity Investments July 2011 - Present
Fidelity Investments June 1999 - June 2011
Skills
.NET, C#, Agile Methodologies, Java, JavaScript, Microsoft SQL Server, Requirements Analysis, SDLC, SOA, SQL, Scrum, Software Development, Software Project..., Web Services, XML
Education
The University of Texas at Dallas 1997 — 1999
Jim DePue, AAMS Jim DePue, AAMS's Fidelity Investments Experience September 1995 - August 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., IRAs, 401k Rollovers, Investment Advisory, Retirement, 401k, Asset Allocation, Saving for Education, Fixed Annuities, Uniform Combined State..., Wealth Accumulation
Education
The University of Texas at Dallas
BS, Public Admin
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Strategic Financial..., IRAs, 401k Rollovers, Investment Advisory, Retirement, 401k, Asset Allocation, Saving for Education, Fixed Annuities, Uniform Combined State..., Wealth Accumulation
Education
The University of Texas at Dallas
BS, Public Admin
Gregory Morelli's Fidelity Investments Experience November 1995 - Present
Job Director, Process & Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1995 - Present
Towers Perrin May 1981 - November 1995
Education
Thiel College 1977 — 1981
BA, Actuarial Sciencs, Business Administration
Fidelity Investments November 1995 - Present
Towers Perrin May 1981 - November 1995
Education
Thiel College 1977 — 1981
BA, Actuarial Sciencs, Business Administration
Siulan Thomas's Fidelity Investments Experience June 2008 - December 2008
Job Vice President Global Financial Crimes Audit Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
MoneyGram International July 2012 - January 2015
Trust Management Network July 2011 - July 2012
JPMorgan Chase February 2009 - July 2011
Fidelity Investments June 2008 - December 2008
Countrywide Home Loans December 2007 - July 2008
J.P October 2005 - November 2007
Skills
Anti Money Laundering, Finance, Account Reconciliation, Accounting, Financial Analysis, Management, Risk Management
Education
The University of Texas at Dallas
Bachelors of Science, Economics
Bank of America February 2015 - Present
MoneyGram International July 2012 - January 2015
Trust Management Network July 2011 - July 2012
JPMorgan Chase February 2009 - July 2011
Fidelity Investments June 2008 - December 2008
Countrywide Home Loans December 2007 - July 2008
J.P October 2005 - November 2007
Skills
Anti Money Laundering, Finance, Account Reconciliation, Accounting, Financial Analysis, Management, Risk Management
Education
The University of Texas at Dallas
Bachelors of Science, Economics
David Hines David Hines's Fidelity Investments Experience May 2015 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2015 - May 2015
Fidelity Investments December 2012 - February 2015
Fidelity Investments January 2012 - December 2012
Fidelity Investments December 2010 - January 2012
JP Morgan August 2010 - December 2010
Fidelity Investments January 2010 - August 2010
Marriott International March 2006 - December 2009
Skills
Mutual Funds, Fund Accounting, Fund Of Funds, Accounting, Funding, Financial Analysis, Investments, Financial Modeling, Asset Management, Bloomberg, Securities, Financial Services, Account Reconciliation, Strategic Financial..., Financial Reporting, Equities
Education
The University of Texas at Dallas 2011 — 2014
MBA, Accounting and Finance
University of North Texas
Bachelor, Business Administration; Finance
Fidelity Investments May 2015 - Present
Fidelity Investments February 2015 - May 2015
Fidelity Investments December 2012 - February 2015
Fidelity Investments January 2012 - December 2012
Fidelity Investments December 2010 - January 2012
JP Morgan August 2010 - December 2010
Fidelity Investments January 2010 - August 2010
Marriott International March 2006 - December 2009
Skills
Mutual Funds, Fund Accounting, Fund Of Funds, Accounting, Funding, Financial Analysis, Investments, Financial Modeling, Asset Management, Bloomberg, Securities, Financial Services, Account Reconciliation, Strategic Financial..., Financial Reporting, Equities
Education
The University of Texas at Dallas 2011 — 2014
MBA, Accounting and Finance
University of North Texas
Bachelor, Business Administration; Finance
Eric Connell's Fidelity Investments Experience June 2015 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments October 2011 - December 2013
Texas State University Endowment Fund January 2011 - May 2011
Skills
Finance, Financial Analysis, Mutual Funds, Bloomberg, Financial Statement..., Fund Accounting, Modeling, Market Research, Management, Research, Accounting, Morningstar, FactSet, Reporting Metrics, Equity Valuation, Investment Valuation
Education
The University of Texas at Dallas 2013 — 2016
Master of Business Administration (MBA)
The University of Texas at Dallas 2013 — 2016
Master of Science (MS), Finance
Texas State University 2007 — 2011
Bachelor, Business Administration Finance
Fidelity Investments June 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments October 2011 - December 2013
Texas State University Endowment Fund January 2011 - May 2011
Skills
Finance, Financial Analysis, Mutual Funds, Bloomberg, Financial Statement..., Fund Accounting, Modeling, Market Research, Management, Research, Accounting, Morningstar, FactSet, Reporting Metrics, Equity Valuation, Investment Valuation
Education
The University of Texas at Dallas 2013 — 2016
Master of Business Administration (MBA)
The University of Texas at Dallas 2013 — 2016
Master of Science (MS), Finance
Texas State University 2007 — 2011
Bachelor, Business Administration Finance
Charle Larson Charle Larson's Fidelity Investments Experience November 2013 - September 2015
Job Providence Real Estate Agent
Industry Real Estate
Experience
Fidelity Investments November 2013 - September 2015
Fidelity Investments April 2013 - November 2013
Harbor Capital Advisors August 2012 - October 2012
Goldman Sachs 2010 - 2012
Copper Rock Capital 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Portfolio Management, Outlook, Financial Modeling, Customer Service, Series 7, Series 63, Investments, Finance, Investment Strategies, Retirement Planning, Retirement Savings
Education
Thomas Aquinas College 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Fidelity Investments November 2013 - September 2015
Fidelity Investments April 2013 - November 2013
Harbor Capital Advisors August 2012 - October 2012
Goldman Sachs 2010 - 2012
Copper Rock Capital 2007 - 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Portfolio Management, Outlook, Financial Modeling, Customer Service, Series 7, Series 63, Investments, Finance, Investment Strategies, Retirement Planning, Retirement Savings
Education
Thomas Aquinas College 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Rithika Varati Rithika Varati's Fidelity Investments Experience June 2014 - Present
Job Student at The University of Texas at Dallas
Industry Computer Software
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments January 2014 - June 2014
Sprint May 2013 - August 2013
Tektronix Communications September 2012 - January 2013
Skills
Java, C++, Eclipse, Microsoft Office, Object Oriented Design, Visual Studio, Android, Perl, Linux, UML, Informatica, Control-M Scheduler, HTML, JavaScript, XML, SQL
Education
The University of Texas at Dallas 2012 — 2013
Master of Science, Software Engineering
The University of Texas at Dallas 2008 — 2012
Bachelors of Science, Software Engineering
Fidelity Investments June 2014 - Present
Fidelity Investments January 2014 - June 2014
Sprint May 2013 - August 2013
Tektronix Communications September 2012 - January 2013
Skills
Java, C++, Eclipse, Microsoft Office, Object Oriented Design, Visual Studio, Android, Perl, Linux, UML, Informatica, Control-M Scheduler, HTML, JavaScript, XML, SQL
Education
The University of Texas at Dallas 2012 — 2013
Master of Science, Software Engineering
The University of Texas at Dallas 2008 — 2012
Bachelors of Science, Software Engineering
Natalie Stanford, SPHR's Fidelity Investments Experience December 2005 - March 2006
Job Sr. HR Manager at Fluor
Industry Human Resources
Experience
Fluor March 2006 - Present
Fidelity Investments December 2005 - March 2006
Tenet Healthcare July 2002 - December 2005
Bank of Texas, N.A. July 1998 - July 2002
City of Watauga September 1994 - June 1998
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Succession Planning, HRIS, Onboarding, Benefits Administration, Human Resources, Performance Management, HR Policies, Talent Management, Organizational..., Talent Acquisition, Policy, Leadership Development, FMLA, Vendor Management, New Hire Orientations, College Recruiting, Performance Improvement, Team Building, Labor Relations, Banking, Employee Engagement, HR Consulting, Personnel Management, Job Descriptions, Compensation & Benefit
Education
The University of Texas at Dallas
BS, BA
Fluor March 2006 - Present
Fidelity Investments December 2005 - March 2006
Tenet Healthcare July 2002 - December 2005
Bank of Texas, N.A. July 1998 - July 2002
City of Watauga September 1994 - June 1998
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Succession Planning, HRIS, Onboarding, Benefits Administration, Human Resources, Performance Management, HR Policies, Talent Management, Organizational..., Talent Acquisition, Policy, Leadership Development, FMLA, Vendor Management, New Hire Orientations, College Recruiting, Performance Improvement, Team Building, Labor Relations, Banking, Employee Engagement, HR Consulting, Personnel Management, Job Descriptions, Compensation & Benefit
Education
The University of Texas at Dallas
BS, BA
Cyline Zhang Cyline Zhang's Fidelity Investments Experience March 2014 - Present
Job Associate Analyst, Fund Reporting at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2014 - Present
Cottonwood Financial November 2012 - February 2014
Fidelity Investments June 2012 - November 2012
Beyond Green April 2012 - June 2012
AXA Advisors 2010 - 2011
Skills
Account Reconciliation, Accounts Payable, Accounting, QuickBooks, Microsoft Office, Access, Microsoft Excel, PowerPoint, Human Resources, ADP Payroll, Administration, Teamwork, Data Entry, Microsoft Word, Customer Service, System Administration, Management, Forecasting, Word, Excel, Fluent in Mandarin..., Certificate of..., Certificate of..., Fund Reporting, Fund Accounting
Education
The University of Texas at Dallas 2009 — 2011
MS, Accounting and Information Management, 3.6
Fidelity Investments March 2014 - Present
Cottonwood Financial November 2012 - February 2014
Fidelity Investments June 2012 - November 2012
Beyond Green April 2012 - June 2012
AXA Advisors 2010 - 2011
Skills
Account Reconciliation, Accounts Payable, Accounting, QuickBooks, Microsoft Office, Access, Microsoft Excel, PowerPoint, Human Resources, ADP Payroll, Administration, Teamwork, Data Entry, Microsoft Word, Customer Service, System Administration, Management, Forecasting, Word, Excel, Fluent in Mandarin..., Certificate of..., Certificate of..., Fund Reporting, Fund Accounting
Education
The University of Texas at Dallas 2009 — 2011
MS, Accounting and Information Management, 3.6
Christina L. Ostendorf, MBA's Fidelity Investments Experience 2009 - 2010
Job Account Manager, Retirement Plan Services at The Standard
Industry Financial Services
Experience
Standard Insurance Company August 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 1999 - 2009
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Skills
Mutual Funds, 401k, Employee Benefits, Benefits Administration, Benefits, Retirement, Leadership, Series 7, Sales, Retirement Planning, Financial Services
Education
Thomas More College 1997 — 1999
MBA, Business
University of Cincinnati College of Business 1984 — 1989
BBA, Marketing/Management
Archbishop Alter High School, Kettering, OH
Diploma, College Prep
Standard Insurance Company August 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 1999 - 2009
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Skills
Mutual Funds, 401k, Employee Benefits, Benefits Administration, Benefits, Retirement, Leadership, Series 7, Sales, Retirement Planning, Financial Services
Education
Thomas More College 1997 — 1999
MBA, Business
University of Cincinnati College of Business 1984 — 1989
BBA, Marketing/Management
Archbishop Alter High School, Kettering, OH
Diploma, College Prep
Phil Arthur Phil Arthur's Fidelity Investments Experience 2014 - 2015
Job IT Professional
Industry Information Technology and Services
Experience
Transamerica October 2007 - Present
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Companion Data Services April 2007 - October 2007
MBNA/Bank of America September 1991 - January 2007
AT&T May 1983 - September 1991
Doncaster M.B.C. - Finance Directorate September 1979 - May 1983
Skills
COBOL, COBOLII, REXX, SQL, JCL, DB2, VSAM, CICS, NDM, Endeavor, IMS DB/DC, Xpediter, Fileaid, Informatica, Microsoft Office, toad, Syncsort, IDCAMS, Visio, SDLC, Easytrieve, z/OS
Education
The University of Texas at Dallas 1992 — 1995
B.S., Computer Science
University of Leeds 1974 — 1978
Civil Engineering
Transamerica October 2007 - Present
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Companion Data Services April 2007 - October 2007
MBNA/Bank of America September 1991 - January 2007
AT&T May 1983 - September 1991
Doncaster M.B.C. - Finance Directorate September 1979 - May 1983
Skills
COBOL, COBOLII, REXX, SQL, JCL, DB2, VSAM, CICS, NDM, Endeavor, IMS DB/DC, Xpediter, Fileaid, Informatica, Microsoft Office, toad, Syncsort, IDCAMS, Visio, SDLC, Easytrieve, z/OS
Education
The University of Texas at Dallas 1992 — 1995
B.S., Computer Science
University of Leeds 1974 — 1978
Civil Engineering
Arun Lakshmanan's Fidelity Investments Experience February 2008 - November 2008
Job Senior Associate at Cognizant
Industry Information Technology and Services
Experience
Cognizant June 2014 - Present
Orbitz Worldwide 2014 - 2015
Infosys U.S.A June 2011 - June 2014
Infosys Technologies Ltd November 2008 - June 2014
Fidelity Investments February 2008 - November 2008
Wipro Technologies June 2005 - January 2008
Skills
Testing, Quality Center, Test Automation, Requirements Analysis, Test Planning, SDLC, Manual Testing, Test Management, C#, Agile Methodologies, SQL, Defect Tracking, System Testing, Test Execution, Agile Testing, Unix, Web Testing, Web Services, Offshore Management, Regression Testing, SoapUI, Visual Studio, .NET framework 4.0, Selenium, HP Quality Center, HP QTP, Test Estimation, Software Project..., Quality Assurance, Integration Testing, Onsite-Offshore..., Rapid SQL, Putty, Integration Automation, Selenium WebDriver, TestNG, Java, Jenkins, Git, JIRA, MyEclipse, Scrum, Agile Web Development, E-commerce, Mobile Testing, stash, Travel Management
Education
Thiagarajar College of Engineering 2001 — 2005
Bachelor of Engineering (BE), Mechanical Engineering
St. Johns Vestry 1999 — 2001
HSC, Computer Science
Cognizant June 2014 - Present
Orbitz Worldwide 2014 - 2015
Infosys U.S.A June 2011 - June 2014
Infosys Technologies Ltd November 2008 - June 2014
Fidelity Investments February 2008 - November 2008
Wipro Technologies June 2005 - January 2008
Skills
Testing, Quality Center, Test Automation, Requirements Analysis, Test Planning, SDLC, Manual Testing, Test Management, C#, Agile Methodologies, SQL, Defect Tracking, System Testing, Test Execution, Agile Testing, Unix, Web Testing, Web Services, Offshore Management, Regression Testing, SoapUI, Visual Studio, .NET framework 4.0, Selenium, HP Quality Center, HP QTP, Test Estimation, Software Project..., Quality Assurance, Integration Testing, Onsite-Offshore..., Rapid SQL, Putty, Integration Automation, Selenium WebDriver, TestNG, Java, Jenkins, Git, JIRA, MyEclipse, Scrum, Agile Web Development, E-commerce, Mobile Testing, stash, Travel Management
Education
Thiagarajar College of Engineering 2001 — 2005
Bachelor of Engineering (BE), Mechanical Engineering
St. Johns Vestry 1999 — 2001
HSC, Computer Science
Burt Corbin's Fidelity Investments Experience May 1995 - January 1996
Job Sr. Product Manager at Qvidian
Industry Information Technology and Services
Experience
Qvidian November 2012 - Present
LexisNexis April 2001 - November 2012
LexisNexis May 1998 - April 2001
LexisNexis January 1996 - April 1998
Fidelity Investments May 1995 - January 1996
Dinsmore & Shohl LLP 1990 - 1995
Skills
SaaS, Agile, Requirements Analysis, Cross-functional Team..., Product Management, Product Strategy, Scrum, Business Analysis, Competitive Analysis, Market Research, Business Intelligence, Product Development, Process Improvement, Team Leadership, Pricing, Strategic Planning, Vendor Management, Integration, B2B, Analytics, Team Building, Problem Solving, Team Management, Software Development, Research, Agile Methodologies, Roadmap Creation, Technical Product..., Product Adoption, Agile Project Management, CRM, Solution Selling, Enterprise Software, Software Project..., Strategy, Strategic Partnerships, Go-to-market Strategy, Professional Services, E-commerce, Business Development, Salesforce.com, Product Requirements, Start-ups, Product Lifecycle..., Lead Generation, Product Planning, Product Launch, Strategic Thinking
Education
University of Cincinnati
MA, Economics
Thomas More College
BA, Economics and Business Admin
Elder High School
Qvidian November 2012 - Present
LexisNexis April 2001 - November 2012
LexisNexis May 1998 - April 2001
LexisNexis January 1996 - April 1998
Fidelity Investments May 1995 - January 1996
Dinsmore & Shohl LLP 1990 - 1995
Skills
SaaS, Agile, Requirements Analysis, Cross-functional Team..., Product Management, Product Strategy, Scrum, Business Analysis, Competitive Analysis, Market Research, Business Intelligence, Product Development, Process Improvement, Team Leadership, Pricing, Strategic Planning, Vendor Management, Integration, B2B, Analytics, Team Building, Problem Solving, Team Management, Software Development, Research, Agile Methodologies, Roadmap Creation, Technical Product..., Product Adoption, Agile Project Management, CRM, Solution Selling, Enterprise Software, Software Project..., Strategy, Strategic Partnerships, Go-to-market Strategy, Professional Services, E-commerce, Business Development, Salesforce.com, Product Requirements, Start-ups, Product Lifecycle..., Lead Generation, Product Planning, Product Launch, Strategic Thinking
Education
University of Cincinnati
MA, Economics
Thomas More College
BA, Economics and Business Admin
Elder High School
Jamar Miller Jamar Miller's Fidelity Investments Experience September 2005 - Present
Job Senior Investment Consultant
Industry Investment Management
Experience
Fidelity Investments September 2005 - Present
AIG 2003 - 2005
GE Capital 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Defined Benefit, Pensions, Investment Advisory, Wealth Management, 401k, Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Management, Series 63, Financial Services, Leadership, Portfolio Management
Education
The University of Texas at Dallas
University of New Orleans
Fidelity Investments September 2005 - Present
AIG 2003 - 2005
GE Capital 2001 - 2003
Morgan Stanley 1999 - 2001
Skills
Defined Benefit, Pensions, Investment Advisory, Wealth Management, 401k, Investments, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Investment Management, Asset Management, Series 63, Financial Services, Leadership, Portfolio Management
Education
The University of Texas at Dallas
University of New Orleans
Jim DePue, AAMS Jim DePue, AAMS's Fidelity Investments Experience September 1995 - August 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, IRAs, 401k Rollovers, Variable Annuities, 401k, Asset Allocation, Fixed Annuities, Saving for Education, Uniform Combined State..., Wealth Accumulation, Wealth Management
Education
The University of Texas at Dallas
Edward Jones September 2002 - Present
Fidelity Investments September 1995 - August 2002
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, IRAs, 401k Rollovers, Variable Annuities, 401k, Asset Allocation, Fixed Annuities, Saving for Education, Uniform Combined State..., Wealth Accumulation, Wealth Management
Education
The University of Texas at Dallas
Vatti Howe's Fidelity Investments Experience October 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - Present
Enterprise Rent-A-Car May 2013 - January 2014
University of Texas at Dallas May 2012 - December 2013
NTA Taekwondo & Sports December 2008 - July 2013
NTA Taekwondo & Sports 2008 - 2012
Skills
Customer Service, Advertising, Sales, Management, Marketing Strategy, Project Planning, Newsletters, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Data Analysis, Event Planning, Training, Customer Satisfaction, Team Leadership, Time Management, Social Networking, Teamwork, Phone Etiquette
Education
The University of Texas at Dallas 2008 — 2013
Undergraduate, Business Administration
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - Present
Enterprise Rent-A-Car May 2013 - January 2014
University of Texas at Dallas May 2012 - December 2013
NTA Taekwondo & Sports December 2008 - July 2013
NTA Taekwondo & Sports 2008 - 2012
Skills
Customer Service, Advertising, Sales, Management, Marketing Strategy, Project Planning, Newsletters, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Data Analysis, Event Planning, Training, Customer Satisfaction, Team Leadership, Time Management, Social Networking, Teamwork, Phone Etiquette
Education
The University of Texas at Dallas 2008 — 2013
Undergraduate, Business Administration
Kenny Hoang's Fidelity Investments Experience August 2015 - Present
Job Associate Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Sunglass Hut January 2014 - May 2014
Trademark Carwash June 2013 - May 2014
HyperNet Solutions Inc. (HNSI) January 2013 - January 2014
Lacoste November 2011 - November 2012
Skills
Team Leadership, Java, Microsoft Office, HTML, C++, SQL, Windows, PowerPoint, Microsoft Word, MySQL, Linux, Customer Service, Customer Ser, Microsoft Excel, Oral Communication, Leadership, Teamwork, Problem Solving
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Science (BS), Management Information Systems, General
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - August 2014
Sunglass Hut January 2014 - May 2014
Trademark Carwash June 2013 - May 2014
HyperNet Solutions Inc. (HNSI) January 2013 - January 2014
Lacoste November 2011 - November 2012
Skills
Team Leadership, Java, Microsoft Office, HTML, C++, SQL, Windows, PowerPoint, Microsoft Word, MySQL, Linux, Customer Service, Customer Ser, Microsoft Excel, Oral Communication, Leadership, Teamwork, Problem Solving
Education
The University of Texas at Dallas 2011 — 2015
Bachelor of Science (BS), Management Information Systems, General
Mike Largay Mike Largay's Fidelity Investments Experience September 2000 - October 2001
Job Manager of the Account Management Team at Certify, Inc.
Industry Computer Software
Experience
Certify, Inc. May 2014 - Present
Certify, Inc. 2009 - Present
United Industries 2006 - 2009
Fidelity Investments September 2000 - October 2001
Skills
Applicant Tracking..., Salesforce.com, Lead Generation, Cold Calling, New Business Development, B2B Marketing, Strategic Planning, Marketing Strategy, Enterprise Software, Account Management, SaaS, Solution Selling, Sales Process, Sales, Cloud Computing, Sales Operations, International Sales, Direct Sales, Selling, Sales Presentations, Channel Partners, Foosball, Management
Education
Thomas College 1996 — 2000
B.S., Finance/Economics
John Bapst 1992 — 1996
College Preparatory
Certify, Inc. May 2014 - Present
Certify, Inc. 2009 - Present
United Industries 2006 - 2009
Fidelity Investments September 2000 - October 2001
Skills
Applicant Tracking..., Salesforce.com, Lead Generation, Cold Calling, New Business Development, B2B Marketing, Strategic Planning, Marketing Strategy, Enterprise Software, Account Management, SaaS, Solution Selling, Sales Process, Sales, Cloud Computing, Sales Operations, International Sales, Direct Sales, Selling, Sales Presentations, Channel Partners, Foosball, Management
Education
Thomas College 1996 — 2000
B.S., Finance/Economics
John Bapst 1992 — 1996
College Preparatory
Dalvir Singh's Fidelity Investments Experience October 2007 - January 2011
Job Client Financial Management Specialist at Accenture
Industry Financial Services
Experience
Accenture September 2012 - Present
Accenture January 2011 - August 2012
Fidelity Investments October 2007 - January 2011
MAHARAJA INDIAN RESTAURANT May 2001 - May 2007
Skills
Auditing, General Ledger, Managerial Finance, Microsoft Excel, Accounts Payable, Accounting, Access, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Finance, Corporate Finance, Variance Analysis
Education
The University of Texas at Dallas 2003 — 2007
Bachelor of Science, Finance
Plano West Sr. High School 2001 — 2003
The University of Texas at Dallas
Bachelor of Science, Finance
Accenture September 2012 - Present
Accenture January 2011 - August 2012
Fidelity Investments October 2007 - January 2011
MAHARAJA INDIAN RESTAURANT May 2001 - May 2007
Skills
Auditing, General Ledger, Managerial Finance, Microsoft Excel, Accounts Payable, Accounting, Access, Account Reconciliation, Financial Analysis, Financial Reporting, Financial Modeling, Financial Statements, Finance, Corporate Finance, Variance Analysis
Education
The University of Texas at Dallas 2003 — 2007
Bachelor of Science, Finance
Plano West Sr. High School 2001 — 2003
The University of Texas at Dallas
Bachelor of Science, Finance
Farhan Anwar's Fidelity Investments Experience May 2015 - Present
Job Systems Analyst at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments 2013 - Present
PLS Logistics Services January 2013 - June 2013
i-MD Medical Center July 2010 - September 2012
Frisco Sports Center June 2011 - November 2011
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Customer Service, Sales, Event Management, Event Planning, Accounting, Public Speaking, Team Leadership, Entrepreneurship, Marketing Communications, Mutual Funds, Analytics, Operations Management
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Administration and Marketing, Alumni
The University of Texas at Dallas
Fidelity Investments May 2015 - Present
Fidelity Investments 2013 - Present
PLS Logistics Services January 2013 - June 2013
i-MD Medical Center July 2010 - September 2012
Frisco Sports Center June 2011 - November 2011
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Management, Microsoft Office, Customer Service, Sales, Event Management, Event Planning, Accounting, Public Speaking, Team Leadership, Entrepreneurship, Marketing Communications, Mutual Funds, Analytics, Operations Management
Education
The University of Texas at Dallas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Administration and Marketing, Alumni
The University of Texas at Dallas
Kiefer Lloyd Partridge Kiefer Lloyd Partridge's Fidelity Investments Experience October 2013 - Present
Job Creative Director / Brand Strategist / Person
Industry Design
Experience
Fidelity Investments October 2013 - Present
Freelance January 2013 - Present
RoleModel Software January 2013 - September 2013
CollegePlus September 2011 - December 2012
Skills
Graphic Design, Web Design, User Interface Design, CSS, User Experience, HTML 5, HTML, Agile Methodologies, Creative Writing, Front-end Design, Photography, Fashion Photography, Portrait Photography, Git, E-Learning, Ruby on Rails, Web Development, Adobe Creative Suite, Art Direction, WordPress, Interaction Design, Video Editing
Education
Thomas Edison State College 2011 — 2013
Bachelor of Science in Business Administration (BSBA), Communications
Fidelity Investments October 2013 - Present
Freelance January 2013 - Present
RoleModel Software January 2013 - September 2013
CollegePlus September 2011 - December 2012
Skills
Graphic Design, Web Design, User Interface Design, CSS, User Experience, HTML 5, HTML, Agile Methodologies, Creative Writing, Front-end Design, Photography, Fashion Photography, Portrait Photography, Git, E-Learning, Ruby on Rails, Web Development, Adobe Creative Suite, Art Direction, WordPress, Interaction Design, Video Editing
Education
Thomas Edison State College 2011 — 2013
Bachelor of Science in Business Administration (BSBA), Communications
Kim Ninh Kim Ninh's Fidelity Investments Experience March 2011 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments 2009 - 2010
Fidelity Investments 2000 - 2004
Rudd and Wisdom 1997 - 2000
Plan Data, Inc. 1995 - 1997
Skills
Employee Benefits, Investments, Retirement Planning, Pensions, Management, Analysis, Defined Contribution, CRM, Business Planning, Customer Service
Education
The University of Texas at San Antonio 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments March 2011 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments 2009 - 2010
Fidelity Investments 2000 - 2004
Rudd and Wisdom 1997 - 2000
Plan Data, Inc. 1995 - 1997
Skills
Employee Benefits, Investments, Retirement Planning, Pensions, Management, Analysis, Defined Contribution, CRM, Business Planning, Customer Service
Education
The University of Texas at San Antonio 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
Richard Solt AAMS®, AWMA® Richard Solt AAMS®, AWMA®'s Fidelity Investments Experience September 2011 - July 2012
Job Financial Advisor for Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
TD Ameritrade December 2013 - July 2015
USAA July 2012 - December 2013
Fidelity Investments September 2011 - July 2012
Fidelity Investments November 2010 - September 2011
Fidelity Investments March 2010 - November 2010
Darden Restaurants May 2005 - February 2010
Skills
Management, Customer Satisfaction, Team Building, Call Centers, Lead Generation, Strategic Financial..., Customer Service, Microsoft Office, Series 63, Wealth Management, Asset Allocation, Financial Services, Investments, Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Finance, Portfolio Management, Sales, Banking, Leadership, Financial Planning
Education
Southern Methodist University 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Services
Southern Methodist University 2012 — 2013
Designation, CFp
The University of Texas at San Antonio 2004 — 2009
Bachelor, Finance
Edward Jones July 2015 - Present
TD Ameritrade December 2013 - July 2015
USAA July 2012 - December 2013
Fidelity Investments September 2011 - July 2012
Fidelity Investments November 2010 - September 2011
Fidelity Investments March 2010 - November 2010
Darden Restaurants May 2005 - February 2010
Skills
Management, Customer Satisfaction, Team Building, Call Centers, Lead Generation, Strategic Financial..., Customer Service, Microsoft Office, Series 63, Wealth Management, Asset Allocation, Financial Services, Investments, Insurance, Retirement Planning, Series 7, Mutual Funds, Retirement, Finance, Portfolio Management, Sales, Banking, Leadership, Financial Planning
Education
Southern Methodist University 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Services
Southern Methodist University 2012 — 2013
Designation, CFp
The University of Texas at San Antonio 2004 — 2009
Bachelor, Finance
Ovieh Agahro Ovieh Agahro's Fidelity Investments Experience February 1998 - July 1999
Job Juris Doctorate / MBA Technology MGMT
Industry Law Practice
Experience
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP September 2013 - December 2013
Charles Schwab August 1999 - August 2010
Fidelity Investments February 1998 - July 1999
Skills
Securities Regulation, Corporate Finance, Stock Trading, Securities Market, Mutual Funds, Transfers Of Equity, Business Development, Strategic Planning, Investments, LexisNexis, Litigation, Mediation, Securities
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2014
Juris Doctor (J.D.), Law
Thomas M. Cooley Law School 2010 — 2012
Law
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Technology Management
University of Colorado Boulder 1992 — 1996
Bachelor of Arts (BA), Psychology
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP September 2013 - December 2013
Charles Schwab August 1999 - August 2010
Fidelity Investments February 1998 - July 1999
Skills
Securities Regulation, Corporate Finance, Stock Trading, Securities Market, Mutual Funds, Transfers Of Equity, Business Development, Strategic Planning, Investments, LexisNexis, Litigation, Mediation, Securities
Education
Touro College Jacob D. Fuchsberg Law Center 2012 — 2014
Juris Doctor (J.D.), Law
Thomas M. Cooley Law School 2010 — 2012
Law
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Technology Management
University of Colorado Boulder 1992 — 1996
Bachelor of Arts (BA), Psychology
Colin Haney Colin Haney's Fidelity Investments Experience May 2015 - August 2015
Job Student at The University of Texas at Dallas
Industry
Experience
Fidelity Investments May 2015 - August 2015
RAM Software Systems, Inc June 2013 - July 2014
Skills
Microsoft Excel, Crystal Reports, Microsoft Office, Microsoft Word, PowerPoint, Windows, Java, Ruby, C#, Linux
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Computer Science
Fidelity Investments May 2015 - August 2015
RAM Software Systems, Inc June 2013 - July 2014
Skills
Microsoft Excel, Crystal Reports, Microsoft Office, Microsoft Word, PowerPoint, Windows, Java, Ruby, C#, Linux
Education
The University of Texas at Dallas 2012 — 2016
Bachelor's Degree, Computer Science
Susan Goodvin's Fidelity Investments Experience December 2011 - January 2013
Job Personal Banker at Frost Bank
Industry Banking
Experience
Frost Bank January 2015 - Present
24 Seven Inc. October 2012 - October 2015
The Gents Place Men's Fine Grooming August 2013 - July 2014
Fidelity Investments December 2011 - January 2013
Bank of America November 2008 - December 2011
Skills
Customer Service, Entertainment, Microsoft Excel, Outlook, PowerPoint, Beauty, Microsoft Word, Microsoft Office, Retail, Sales, Data Entry, Time Management, Fashion, Teamwork, Accounting, Leadership, Coaching, Public Speaking, Social Media, Volunteering, Beauty Industry, Social Networking, Social Media Marketing, Public Relations, Event Management, Facebook, Foundation Shade..., Research, Data Analysis, Marketing Strategy
Education
The University of Texas at San Antonio 2007 — 2009
Bachelor’s Degree
Frost Bank January 2015 - Present
24 Seven Inc. October 2012 - October 2015
The Gents Place Men's Fine Grooming August 2013 - July 2014
Fidelity Investments December 2011 - January 2013
Bank of America November 2008 - December 2011
Skills
Customer Service, Entertainment, Microsoft Excel, Outlook, PowerPoint, Beauty, Microsoft Word, Microsoft Office, Retail, Sales, Data Entry, Time Management, Fashion, Teamwork, Accounting, Leadership, Coaching, Public Speaking, Social Media, Volunteering, Beauty Industry, Social Networking, Social Media Marketing, Public Relations, Event Management, Facebook, Foundation Shade..., Research, Data Analysis, Marketing Strategy
Education
The University of Texas at San Antonio 2007 — 2009
Bachelor’s Degree
Jeff Hutchens Jeff Hutchens's Fidelity Investments Experience March 2014 - Present
Job Financial Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Wilsons Leather May 2009 - November 2011
Skills
US GAAP, Financial Analysis, Finance, Financial Modeling, Financial Accounting, Financial Planning, Process Improvement, Forecasting, Analysis, Budgets, Corporate Finance
Education
The University of Texas at Dallas 2009 — 2011
Finance and Accounting
Fidelity Investments March 2014 - Present
Fidelity Investments July 2013 - March 2014
Wilsons Leather May 2009 - November 2011
Skills
US GAAP, Financial Analysis, Finance, Financial Modeling, Financial Accounting, Financial Planning, Process Improvement, Forecasting, Analysis, Budgets, Corporate Finance
Education
The University of Texas at Dallas 2009 — 2011
Finance and Accounting
Gay Vineyard Yarnell Gay Vineyard Yarnell's Fidelity Investments Experience October 2012 - September 2013
Job Accounts Supervisor at Lewisville Public Library
Industry Financial Services
Experience
Lewisville Public Library 2014 - Present
Advocare July 2011 - Present
Fidelity Investments October 2012 - September 2013
Thomas Worthington High School June 1999 - August 2011
Xerox May 1980 - May 1991
Skills
Customer Service, Creative Problem Solving, Project Coordination, Training, Communication Skills, Public Speaking, Office Administration, Leadership, Team Building, Organized self-starter, Highly detail oriented, Microsoft Office, Wellness, Fitness, Personal Training
Education
The University of Texas at Dallas 1989 — 1990
Bachelor of Science (BS), Accounting
Lewisville Public Library 2014 - Present
Advocare July 2011 - Present
Fidelity Investments October 2012 - September 2013
Thomas Worthington High School June 1999 - August 2011
Xerox May 1980 - May 1991
Skills
Customer Service, Creative Problem Solving, Project Coordination, Training, Communication Skills, Public Speaking, Office Administration, Leadership, Team Building, Organized self-starter, Highly detail oriented, Microsoft Office, Wellness, Fitness, Personal Training
Education
The University of Texas at Dallas 1989 — 1990
Bachelor of Science (BS), Accounting
Diego Piche Diego Piche's Fidelity Investments Experience July 2007 - April 2010
Job Lease Analyst at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle April 2013 - Present
TIAA-CREF April 2010 - April 2013
Fidelity Investments July 2007 - April 2010
American Airlines November 2000 - July 2007
Skills
Bilingual, Microsoft Excel, Access, PowerPoint, QuickBooks, Internet search, Strategic Financial..., Real Estate, Contract Negotiation, Financial Analysis, Property Management, Asset Management, Finance, Accounts Payable, Search Engines, Due Diligence, Real Estate Economics, Investments, Client Relations, Real Estate Development, Commercial Real Estate, Lease Administration, Budgets, Financial Modeling, Negotiation, Account Management, Financial Reporting
Education
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (B.S.), Finance
Thomas Jefferson High School
Jones Lang LaSalle April 2013 - Present
TIAA-CREF April 2010 - April 2013
Fidelity Investments July 2007 - April 2010
American Airlines November 2000 - July 2007
Skills
Bilingual, Microsoft Excel, Access, PowerPoint, QuickBooks, Internet search, Strategic Financial..., Real Estate, Contract Negotiation, Financial Analysis, Property Management, Asset Management, Finance, Accounts Payable, Search Engines, Due Diligence, Real Estate Economics, Investments, Client Relations, Real Estate Development, Commercial Real Estate, Lease Administration, Budgets, Financial Modeling, Negotiation, Account Management, Financial Reporting
Education
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (B.S.), Finance
Thomas Jefferson High School
Jacob Price Jacob Price's Fidelity Investments Experience February 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Texas Dukes School of Baseball April 2009 - December 2014
Modern Woodmen of America October 2013 - November 2014
Ken Price's Lawn Service May 2005 - August 2012
Skills
Leadership, Mutual Funds, Insurance, Strategic Financial..., Series 63, Series 6, Business Planning, Finance, Recruiting, Coaching, Creative Problem Solving, Close Attention to..., Project Planning, Customer Service, Negotiation, Teamwork, Effective Communicator, Quick Learner, Hard Worker, Coachable Character, Invoicing, Employee Benefits, Budgets, New Business Development, Investments, Risk Management, Accounting, Retirement Planning, Life Insurance, Disability Insurance, Financial Services, Securities
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (BS), Accounting
Fidelity Investments February 2015 - Present
Texas Dukes School of Baseball April 2009 - December 2014
Modern Woodmen of America October 2013 - November 2014
Ken Price's Lawn Service May 2005 - August 2012
Skills
Leadership, Mutual Funds, Insurance, Strategic Financial..., Series 63, Series 6, Business Planning, Finance, Recruiting, Coaching, Creative Problem Solving, Close Attention to..., Project Planning, Customer Service, Negotiation, Teamwork, Effective Communicator, Quick Learner, Hard Worker, Coachable Character, Invoicing, Employee Benefits, Budgets, New Business Development, Investments, Risk Management, Accounting, Retirement Planning, Life Insurance, Disability Insurance, Financial Services, Securities
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (BS), Accounting
Nalini Motha Nalini Motha's Fidelity Investments Experience February 2014 - Present
Job Senior Manager Quality Assurance at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments December 2011 - January 2014
Peoplefluent February 2006 - November 2011
Blackbaud October 2003 - October 2005
Boxcar Central IMS October 2002 - September 2003
Wipro Technologies April 1997 - September 1999
Skills
Quality Assurance, Agile Methodologies, SDLC, SQL, Testing, Software Project..., Vendor Management, Requirements Analysis, Software Development, Microsoft SQL Server, Software Documentation, Java, Project Management, Team Building, XML, Leadership, Management
Education
Thiagarajar College of Engineering 1995 — 1998
Master of Computer Applications, Computer Applications
Fidelity Investments February 2014 - Present
Fidelity Investments December 2011 - January 2014
Peoplefluent February 2006 - November 2011
Blackbaud October 2003 - October 2005
Boxcar Central IMS October 2002 - September 2003
Wipro Technologies April 1997 - September 1999
Skills
Quality Assurance, Agile Methodologies, SDLC, SQL, Testing, Software Project..., Vendor Management, Requirements Analysis, Software Development, Microsoft SQL Server, Software Documentation, Java, Project Management, Team Building, XML, Leadership, Management
Education
Thiagarajar College of Engineering 1995 — 1998
Master of Computer Applications, Computer Applications
Sehrish Rizvi Sehrish Rizvi's Fidelity Investments Experience December 2014 - Present
Job Senior Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2013 - December 2014
The University of Texas at Dallas January 2011 - May 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Access, Data Analysis, Microsoft Word, Time Management, Accounting, Critical Thinking, Outlook, Research, Analysis, Financial Analysis, Finance
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics, 3.98
Fidelity Investments December 2014 - Present
Fidelity Investments August 2013 - December 2014
The University of Texas at Dallas January 2011 - May 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Access, Data Analysis, Microsoft Word, Time Management, Accounting, Critical Thinking, Outlook, Research, Analysis, Financial Analysis, Finance
Education
The University of Texas at Dallas 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics, 3.98
Oliver Aguilar's Fidelity Investments Experience November 2011 - Present
Job Contracts Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Actuaries and Associates January 1999 - June 2007
Skills
Bilingual-Spanish, Financial Analysis, Risk Management, Management, Process Improvement, Customer Service, Finance, Leadership, Strategic Planning, Business Planning, Account Reconciliation, Project Management, Microsoft Office, Outlook, Employee Benefits, Microsoft Excel, Investments, Training, Financial Planning
Education
The University of Texas at El Paso 1999 — 2001
Master of Business Administration, Finance
The University of Texas at El Paso 1994 — 1999
Bachelor of Business Administration, Finance
Fidelity Investments November 2011 - Present
Fidelity Investments June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Actuaries and Associates January 1999 - June 2007
Skills
Bilingual-Spanish, Financial Analysis, Risk Management, Management, Process Improvement, Customer Service, Finance, Leadership, Strategic Planning, Business Planning, Account Reconciliation, Project Management, Microsoft Office, Outlook, Employee Benefits, Microsoft Excel, Investments, Training, Financial Planning
Education
The University of Texas at El Paso 1999 — 2001
Master of Business Administration, Finance
The University of Texas at El Paso 1994 — 1999
Bachelor of Business Administration, Finance
Andy Lawson Andy Lawson's Fidelity Investments Experience April 2006 - 2008
Job Division Director, Online Services, MountainStar Health, HCA Mountain Division
Industry Hospital & Health Care
Experience
MountainStar Health, HCA Mountain Division November 2013 - Present
TTI Inc. October 2010 - October 2013
Freeman 2008 - October 2010
Fidelity Investments April 2006 - 2008
First Command Financial Planning 2000 - 2005
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Social Media, Online Advertising, Web Analytics, Online Marketing, CRM, Product Marketing, SEO, Digital Marketing, SEM, Leadership, E-commerce, Google Analytics, Web Marketing, Salesforce.com, PPC, Marketing, Lead Generation, Google Adwords, Strategic Partnerships, Mobile Marketing, Integrated Marketing, Digital Strategy, Product Management
Education
University of North Texas 2004 — 2007
MBA
University of North Texas 1993 — 1997
BBA
The University of Texas at El Paso 1992 — 1993
None
MountainStar Health, HCA Mountain Division November 2013 - Present
TTI Inc. October 2010 - October 2013
Freeman 2008 - October 2010
Fidelity Investments April 2006 - 2008
First Command Financial Planning 2000 - 2005
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Social Media, Online Advertising, Web Analytics, Online Marketing, CRM, Product Marketing, SEO, Digital Marketing, SEM, Leadership, E-commerce, Google Analytics, Web Marketing, Salesforce.com, PPC, Marketing, Lead Generation, Google Adwords, Strategic Partnerships, Mobile Marketing, Integrated Marketing, Digital Strategy, Product Management
Education
University of North Texas 2004 — 2007
MBA
University of North Texas 1993 — 1997
BBA
The University of Texas at El Paso 1992 — 1993
None
Melissa Neault's Fidelity Investments Experience September 2014 - Present
Job Director, Women's & Young Investors Strategic Alliances at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Equinox May 2010 - Present
Reebok December 2012 - September 2014
adidas Group - Reebok International August 2010 - December 2012
adidas Group - Reebok International January 2009 - July 2010
adidas Group - Reebok International May 2008 - January 2009
Wachovia Securities July 2004 - April 2008
Circuit City - US Electronics Retailer July 2002 - July 2004
Skills
Project Management, Strategy, Budgets, Negotiation, Business Planning, Account Management, Marketing, Strategic Planning, Cross-functional Team..., New Business Development, Product Development, Sales, Business Development, Sourcing, Management Consulting, Training, Product Management, Forecasting, P&L Management, Team Management, Marketing Management, Competitive Analysis, Time Management, Product Marketing, Social Media, Pricing, Accounting, Leadership, Team Leadership, Market Research, Marketing Communications, E-commerce, Coaching, Business Strategy, Business Analysis, Vendor Management, Analysis, Team Building, Marketing Strategy, Talent Management, Financial Analysis, Change Management, Brand Management, Management, Retail, Sales Management, Program Management, Operations Management, Purchasing, Process Improvement
Education
University of Maine 1999 — 2002
Bachelor of Science (B.S.)
Thomas College 1997 — 1999
Bachelor of Science (B.S.)
Fidelity Investments September 2014 - Present
Equinox May 2010 - Present
Reebok December 2012 - September 2014
adidas Group - Reebok International August 2010 - December 2012
adidas Group - Reebok International January 2009 - July 2010
adidas Group - Reebok International May 2008 - January 2009
Wachovia Securities July 2004 - April 2008
Circuit City - US Electronics Retailer July 2002 - July 2004
Skills
Project Management, Strategy, Budgets, Negotiation, Business Planning, Account Management, Marketing, Strategic Planning, Cross-functional Team..., New Business Development, Product Development, Sales, Business Development, Sourcing, Management Consulting, Training, Product Management, Forecasting, P&L Management, Team Management, Marketing Management, Competitive Analysis, Time Management, Product Marketing, Social Media, Pricing, Accounting, Leadership, Team Leadership, Market Research, Marketing Communications, E-commerce, Coaching, Business Strategy, Business Analysis, Vendor Management, Analysis, Team Building, Marketing Strategy, Talent Management, Financial Analysis, Change Management, Brand Management, Management, Retail, Sales Management, Program Management, Operations Management, Purchasing, Process Improvement
Education
University of Maine 1999 — 2002
Bachelor of Science (B.S.)
Thomas College 1997 — 1999
Bachelor of Science (B.S.)
Nick McCoy's Fidelity Investments Experience June 2015 - Present
Job Law Student
Industry Law Practice
Experience
Fidelity Investments June 2015 - Present
Agrium Advanced Technologies, Inc. June 2012 - July 2014
Wells Fargo Advisors October 2011 - June 2012
JPMorgan Chase April 2011 - October 2011
Edward Jones September 2008 - October 2010
Teach for America June 2006 - September 2008
Skills
Leadership, Finance, Management, Microsoft Office, Accounting, Project Management, Marketing Strategy, Project Planning, Microsoft Excel, Business Strategy, Budgets, Forecasting, PowerPoint, Business Analysis, Business Planning, Marketing Management, Event Planning
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Arizona 2008 — 2010
Masters of Business Administration (MBA)
University of Missouri-Columbia 2002 — 2006
BS in Business Administration, Marketing
Fidelity Investments June 2015 - Present
Agrium Advanced Technologies, Inc. June 2012 - July 2014
Wells Fargo Advisors October 2011 - June 2012
JPMorgan Chase April 2011 - October 2011
Edward Jones September 2008 - October 2010
Teach for America June 2006 - September 2008
Skills
Leadership, Finance, Management, Microsoft Office, Accounting, Project Management, Marketing Strategy, Project Planning, Microsoft Excel, Business Strategy, Budgets, Forecasting, PowerPoint, Business Analysis, Business Planning, Marketing Management, Event Planning
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Arizona 2008 — 2010
Masters of Business Administration (MBA)
University of Missouri-Columbia 2002 — 2006
BS in Business Administration, Marketing
Isha Desai Isha Desai's Fidelity Investments Experience January 2013 - October 2014
Job Software Engineer at Wayfair
Industry Computer Software
Experience
Wayfair October 2014 - Present
Fidelity Investments January 2013 - October 2014
msnbc.com June 2012 - December 2012
Koupon Media September 2011 - June 2012
ReadyPulse June 2011 - August 2011
IBM Global Services June 2010 - July 2010
Skills
ASP.NET, JavaScript, CSS, jQuery, Data Structures, Java, Algorithms, HTML 5, CSS3, MVC, HTML, C#, TFS, .NET, Agile Methodologies, Web Development, Software Development, Object Oriented Design, Software Engineering, Microsoft SQL Server, Oracle 9i, Eclipse, Visual Studio, XML, MySQL, AJAX, JSP, SQL, Web Services, JDBC, Mobile Applications, JSON, Core Java, Java Enterprise Edition, UML, Linux, Databases, Programming, PL/SQL, LINQ, OOP, Unix, NetBeans, Android, XSLT, Web Applications, C++, C, Pivotal Tracker, Ruby on Rails
Education
The University of Texas at Dallas 2010 — 2012
Master of Science, Computer Science
University of Mumbai , Mumbai , India 2007 — 2010
BE, Information Technology
University Of Mumbai , Mumbai , India 2004 — 2007
Diploma, Computer Engineering
Wayfair October 2014 - Present
Fidelity Investments January 2013 - October 2014
msnbc.com June 2012 - December 2012
Koupon Media September 2011 - June 2012
ReadyPulse June 2011 - August 2011
IBM Global Services June 2010 - July 2010
Skills
ASP.NET, JavaScript, CSS, jQuery, Data Structures, Java, Algorithms, HTML 5, CSS3, MVC, HTML, C#, TFS, .NET, Agile Methodologies, Web Development, Software Development, Object Oriented Design, Software Engineering, Microsoft SQL Server, Oracle 9i, Eclipse, Visual Studio, XML, MySQL, AJAX, JSP, SQL, Web Services, JDBC, Mobile Applications, JSON, Core Java, Java Enterprise Edition, UML, Linux, Databases, Programming, PL/SQL, LINQ, OOP, Unix, NetBeans, Android, XSLT, Web Applications, C++, C, Pivotal Tracker, Ruby on Rails
Education
The University of Texas at Dallas 2010 — 2012
Master of Science, Computer Science
University of Mumbai , Mumbai , India 2007 — 2010
BE, Information Technology
University Of Mumbai , Mumbai , India 2004 — 2007
Diploma, Computer Engineering
Leah Sandock, PMP's Fidelity Investments Experience March 2014 - Present
Job Vice President, Communications & Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments April 2008 - August 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Business Analysis
Education
The University of Texas at Dallas 1994 — 1998
BS in Business Administration
Fidelity Investments March 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments April 2008 - August 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Business Analysis
Education
The University of Texas at Dallas 1994 — 1998
BS in Business Administration
Karthik Periyapatna's Fidelity Investments Experience August 2008 - Present
Job Senior Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Bradley Blewett's Fidelity Investments Experience October 2000 - October 2007
Job Associate Executive Director at American Bar Association
Industry Nonprofit Organization Management
Experience
American Bar Association November 2007 - Present
Fidelity Investments October 2000 - October 2007
Education
University of Phoenix 2011 — 2016
Doctorate in Business
University of Phoenix 1999 — 2001
Master's Degree, Organizational Management
The University of Texas at San Antonio 1988 — 1991
Bachelor's Degree, Economics
American Bar Association November 2007 - Present
Fidelity Investments October 2000 - October 2007
Education
University of Phoenix 2011 — 2016
Doctorate in Business
University of Phoenix 1999 — 2001
Master's Degree, Organizational Management
The University of Texas at San Antonio 1988 — 1991
Bachelor's Degree, Economics
Janice Polk's Fidelity Investments Experience Project LeadFidelity InvestmentsOctober 2008 - Present
Job Project Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Project LeadFidelity InvestmentsOctober 2008 - Present
Fidelity Investments 1986 - 1994
Education
The University of Texas at Dallas
Fidelity Investments Project LeadFidelity InvestmentsOctober 2008 - Present
Fidelity Investments 1986 - 1994
Education
The University of Texas at Dallas
Jen Suellentrop's Fidelity Investments Experience August 2006 - Present
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Shearman & Sterling LLP 2002 - 2006
Skills
Investment Advisory, Hedge Funds, Asset Management, Compliance, Securities Law, Mutual Funds
Education
The University of Texas School of Law 1999 — 2002
Tulane University, BA
Fidelity Investments August 2006 - Present
Shearman & Sterling LLP 2002 - 2006
Skills
Investment Advisory, Hedge Funds, Asset Management, Compliance, Securities Law, Mutual Funds
Education
The University of Texas School of Law 1999 — 2002
Tulane University, BA
Yanina Jonesan's Fidelity Investments Experience September 1996 - June 2000
Job senior engineer at USA MOBILITY
Industry Telecommunications
Experience
USA MOBILITY June 2000 - Present
Fidelity Investments September 1996 - June 2000
Education
The University of Texas at Dallas 1998 — 2000
M.S.
USA MOBILITY June 2000 - Present
Fidelity Investments September 1996 - June 2000
Education
The University of Texas at Dallas 1998 — 2000
M.S.
Vikash Bhakta, BBA's Fidelity Investments Experience February 2012 - March 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2012 - March 2012
Fidelity Investments April 2008 - February 2012
Nationstar Mortgage June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services, Accounting, Microsoft Word, Financial Modeling, Financial Reporting, Customer Service, PowerPoint, Forecasting, Strategic Planning, Team Leadership, Outlook, Sales Management
Education
The University of Texas at San Antonio 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments February 2012 - March 2012
Fidelity Investments April 2008 - February 2012
Nationstar Mortgage June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Services, Accounting, Microsoft Word, Financial Modeling, Financial Reporting, Customer Service, PowerPoint, Forecasting, Strategic Planning, Team Leadership, Outlook, Sales Management
Education
The University of Texas at San Antonio 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Lori Henry Thompson's Fidelity Investments Experience November 2007 - Present
Job Contracts Director
Industry Information Technology and Services
Experience
Fidelity Investments November 2007 - Present
CompuCom February 1990 - October 2007
Education
The University of Texas at Dallas 1986 — 1988
BBA, Accounting, Business
Fidelity Investments November 2007 - Present
CompuCom February 1990 - October 2007
Education
The University of Texas at Dallas 1986 — 1988
BBA, Accounting, Business
Caryl Ann Jacobs's Fidelity Investments Experience June 2008 - Present
Job Director at Trophy Lakes Preschool
Industry Hospital & Health Care
Experience
Fidelity Investments June 2008 - Present
Trophy Lakes Preschool August 1998 - December 2008
HCA September 1980 - May 1998
Skills
Healthcare, Strategic Planning, Change Management, Mentoring, Health
Education
The University of Texas at Dallas 1980 — 1991
Bachelor of Science (BS), Political Science and Government
Fidelity Investments June 2008 - Present
Trophy Lakes Preschool August 1998 - December 2008
HCA September 1980 - May 1998
Skills
Healthcare, Strategic Planning, Change Management, Mentoring, Health
Education
The University of Texas at Dallas 1980 — 1991
Bachelor of Science (BS), Political Science and Government
Harini Challa's Fidelity Investments Experience February 2014 - Present
Job business analyst
Industry Banking
Experience
Fidelity Investments February 2014 - Present
Fiserv March 2007 - October 2010
Skills
Business Analysis, Analysis, SQL, Process Improvement, Requirements Analysis, Microsoft Office, Data Analysis, PeopleSoft Financial, SAP FICO functional
Education
The University of Texas at Dallas 2003 — 2004
Master's degree, Management accounting systems
Fidelity Investments February 2014 - Present
Fiserv March 2007 - October 2010
Skills
Business Analysis, Analysis, SQL, Process Improvement, Requirements Analysis, Microsoft Office, Data Analysis, PeopleSoft Financial, SAP FICO functional
Education
The University of Texas at Dallas 2003 — 2004
Master's degree, Management accounting systems
Jason Bleeker's Fidelity Investments Experience April 2010 - Present
Job Workplace Retirement Plan and Invesment Consultant
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Fidelity Investments May 2008 - April 2010
Fidelity Investments July 2007 - April 2008
Fidelity Investments June 2006 - June 2007
Education
The University of Texas at Dallas
Fidelity Investments April 2010 - Present
Fidelity Investments May 2008 - April 2010
Fidelity Investments July 2007 - April 2008
Fidelity Investments June 2006 - June 2007
Education
The University of Texas at Dallas
Adriano Frechel's Fidelity Investments Experience September 2005 - Present
Job Index & Market Data Vendor Management
Industry Legal Services
Experience
Fidelity Investments September 2005 - Present
AMVESCAP March 1999 - August 2005
Skills
Vendor Management, Securities, Relationship Management, Risk Management, Portfolio Management, Equities, Financial Services, Bloomberg, Mutual Funds, Financial Markets, Fixed Income, Business Analysis, Investments, Strategy, Asset Management
Education
The University of Texas at San Antonio 1990 — 1994
MA, Political Science - Pre Law
The University of Texas at San Antonio
MPA, Public Administration
Fidelity Investments September 2005 - Present
AMVESCAP March 1999 - August 2005
Skills
Vendor Management, Securities, Relationship Management, Risk Management, Portfolio Management, Equities, Financial Services, Bloomberg, Mutual Funds, Financial Markets, Fixed Income, Business Analysis, Investments, Strategy, Asset Management
Education
The University of Texas at San Antonio 1990 — 1994
MA, Political Science - Pre Law
The University of Texas at San Antonio
MPA, Public Administration
Matt Brocker's Fidelity Investments Experience August 2007 - Present
Job SOFTWARE ENGINEER DEVELOPER at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2007 - Present
Skills
Agile Methodologies, Java Enterprise Edition, Java, Groovy, Grails, Spring, XML, SQL, SDLC, Lisp
Education
The University of Texas at Dallas 2002 — 2006
B.S., Computer Science
Fidelity Investments August 2007 - Present
Skills
Agile Methodologies, Java Enterprise Edition, Java, Groovy, Grails, Spring, XML, SQL, SDLC, Lisp
Education
The University of Texas at Dallas 2002 — 2006
B.S., Computer Science
Rubesh Paulraj's Fidelity Investments Experience 2005 - 2008
Job Consultant
Industry E-Learning
Experience
Scholastic May 2012 - Present
Transparent Language 2009 - May 2012
Fidelity Investments 2005 - 2008
ADP 2004 - 2005
Liberty Mutual October 2003 - July 2004
AT&T July 2000 - September 2003
Skills
Agile Methodologies, Java Enterprise Edition, Scrum, JavaScript, Web Development, Web Applications, Software Design, Architecture, JSP, Team Leadership, Management, XML, SOA, Agile Project Management, Spring, Software Development, Ant, Architectures
Education
Thiagarajar College of Engineering 1994 — 1997
Masters, Computer Applications
American College 1991 — 1994
Bachelors, Physics
Scholastic May 2012 - Present
Transparent Language 2009 - May 2012
Fidelity Investments 2005 - 2008
ADP 2004 - 2005
Liberty Mutual October 2003 - July 2004
AT&T July 2000 - September 2003
Skills
Agile Methodologies, Java Enterprise Edition, Scrum, JavaScript, Web Development, Web Applications, Software Design, Architecture, JSP, Team Leadership, Management, XML, SOA, Agile Project Management, Spring, Software Development, Ant, Architectures
Education
Thiagarajar College of Engineering 1994 — 1997
Masters, Computer Applications
American College 1991 — 1994
Bachelors, Physics
Diane Cohea's Fidelity Investments Experience May 2007 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
American Funds September 1994 - May 2007
Skills
401k, Defined Benefit, Financial Services, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Securities
Education
The University of Texas at San Antonio 1992 — 1996
Fidelity Investments May 2007 - Present
American Funds September 1994 - May 2007
Skills
401k, Defined Benefit, Financial Services, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Securities
Education
The University of Texas at San Antonio 1992 — 1996
Tim Glaser's Fidelity Investments Experience March 1998 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1998 - Present
Skills
Series 7, Series 63, Asset Allocation, Investments, Relationship Management, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, 401k
Education
University of North Texas 1995 — 1997
The University of Texas at El Paso 1992 — 1994
Fidelity Investments March 1998 - Present
Skills
Series 7, Series 63, Asset Allocation, Investments, Relationship Management, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, 401k
Education
University of North Texas 1995 — 1997
The University of Texas at El Paso 1992 — 1994
Kashyap TA's Fidelity Investments Experience June 2007 - December 2007
Job Staff Software Engineer at Brocade Communications Systems Inc
Industry Computer Networking
Experience
Brocade February 2013 - Present
Brocade Communication System June 2009 - June 2012
Force10 Networks June 2008 - December 2008
Fidelity Investments June 2007 - December 2007
Infosys Technologies Limited August 2003 - July 2006
Daimler Crysler Research Institute India March 2003 - August 2003
Skills
Openflow, TCP/IP, Multicast, Software Engineering, C, Switches, Debugging, Algorithms, Networking, IP Multicast, Ethernet
Education
The University of Texas at Dallas 2006 — 2008
Master's degree, Computer Science
Visvesvaraya Technological University 1999 — 2003
B E, Computer Science
Brocade February 2013 - Present
Brocade Communication System June 2009 - June 2012
Force10 Networks June 2008 - December 2008
Fidelity Investments June 2007 - December 2007
Infosys Technologies Limited August 2003 - July 2006
Daimler Crysler Research Institute India March 2003 - August 2003
Skills
Openflow, TCP/IP, Multicast, Software Engineering, C, Switches, Debugging, Algorithms, Networking, IP Multicast, Ethernet
Education
The University of Texas at Dallas 2006 — 2008
Master's degree, Computer Science
Visvesvaraya Technological University 1999 — 2003
B E, Computer Science
Nick Vehslage's Fidelity Investments Experience February 2008 - March 2009
Job Risk Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
Chase September 2013 - Present
J.P. Morgan June 2012 - September 2013
Fidelity Investments February 2008 - March 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Auditing, General Ledger, Internal Controls, Cash Management, Accounts Payable, Banking, Financial Modeling, Sarbanes-Oxley Act, Accounts Receivable, Finance, Financial Statements
Education
The University of Texas at Dallas 2003 — 2007
Bachelor of Science (BS), Finance
Chase September 2013 - Present
J.P. Morgan June 2012 - September 2013
Fidelity Investments February 2008 - March 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Auditing, General Ledger, Internal Controls, Cash Management, Accounts Payable, Banking, Financial Modeling, Sarbanes-Oxley Act, Accounts Receivable, Finance, Financial Statements
Education
The University of Texas at Dallas 2003 — 2007
Bachelor of Science (BS), Finance
Paul Burdine's Fidelity Investments Experience February 2015 - Present
Job Advisory Services
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments June 2013 - February 2015
Skills
Heavy Client Services..., Heavy software..., Investments, Risk Management, Financial Services, Options, Asset Allocation, Series 7, Series 24, Securities, ETFs, Fixed Annuities, Saving for Education, Variable Annuities, Roth IRA, Qualified Retirement...
Education
The University of Texas at Dallas 1986 — 1990
BSBA Business Administration, Accounting, 3.1
Richardson High School 1975 — 1978
Fidelity Investments February 2015 - Present
Fidelity Investments June 2013 - February 2015
Skills
Heavy Client Services..., Heavy software..., Investments, Risk Management, Financial Services, Options, Asset Allocation, Series 7, Series 24, Securities, ETFs, Fixed Annuities, Saving for Education, Variable Annuities, Roth IRA, Qualified Retirement...
Education
The University of Texas at Dallas 1986 — 1990
BSBA Business Administration, Accounting, 3.1
Richardson High School 1975 — 1978
Frank Barnett's Fidelity Investments Experience August 2007 - Present
Job Senior Analyst/COBOL Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Fidelity Investments August 2007 - Present
JPMorgan May 2005 - August 2007
JP Morgan Chase 2005 - 2007
Bank of New York Mellon October 2004 - May 2005
Liberty Mutual Insurance April 2004 - October 2004
Parker Hannifin October 2003 - April 2004
jcpenney October 2002 - May 2003
BNSF Railway July 1998 - March 2002
Boeing October 1983 - June 1998
Skills
Testing, Programming, SDLC, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Agile Methodologies, Vendor Management, Data Warehousing, DB2, SQL, Quality Center, ETL, Software Development
Education
University of Texas at Dallas - Naveen Jindal School of Management 1978 — 1980
B.S., Management
The University of Texas at Dallas 1977 — 1980
Accounting and Computer Science
Erika Apelis's Fidelity Investments Experience October 2009 - February 2011
Job Partner at TURK | APELIS, LLC
Industry Law Practice
Experience
TURK APELIS, LLC March 2014 - Present
WilmerHale January 2013 - March 2014
Jones Day September 2012 - December 2012
Turk & Associates February 2012 - August 2012
American Latvian Youth Association November 2009 - November 2011
Fidelity Investments October 2009 - February 2011
Suffolk County District Attorney's Office January 2009 - April 2009
Wayne County Prosecutor's Office May 2008 - November 2008
Hon. Judge Joseph Farah September 2007 - November 2007
Massachusett's Office of the Attorney General May 2004 - August 2004
Education
Thomas M. Cooley Law School 2006 — 2009
J.D.
University of Massachusetts, Amherst 2001 — 2005
B.A.
Ursuline Academy 1995 — 2001
TURK APELIS, LLC March 2014 - Present
WilmerHale January 2013 - March 2014
Jones Day September 2012 - December 2012
Turk & Associates February 2012 - August 2012
American Latvian Youth Association November 2009 - November 2011
Fidelity Investments October 2009 - February 2011
Suffolk County District Attorney's Office January 2009 - April 2009
Wayne County Prosecutor's Office May 2008 - November 2008
Hon. Judge Joseph Farah September 2007 - November 2007
Massachusett's Office of the Attorney General May 2004 - August 2004
Education
Thomas M. Cooley Law School 2006 — 2009
J.D.
University of Massachusetts, Amherst 2001 — 2005
B.A.
Ursuline Academy 1995 — 2001
Clark Taylor's Fidelity Investments Experience December 1999 - December 2008
Job Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2009 - Present
Fidelity Investments December 1999 - December 2008
Citigroup February 1991 - March 1998
Education
The University of Texas at Dallas
BA, Finance and Economics
TD Ameritrade April 2009 - Present
Fidelity Investments December 1999 - December 2008
Citigroup February 1991 - March 1998
Education
The University of Texas at Dallas
BA, Finance and Economics
Brenda Niehaus's Fidelity Investments Experience September 1993 - April 2000
Job Facilities Coordinator at Fidelity Investments
Industry Facilities Services
Experience
Jones Lang LaSalle April 2000 - Present
Fidelity Investments September 1993 - April 2000
Skills
JD Edwards, Facilities Management, Human Resources, Economics
Education
Thomas More College 1983 — 1987
BA & AA, Business & Economics
Jones Lang LaSalle April 2000 - Present
Fidelity Investments September 1993 - April 2000
Skills
JD Edwards, Facilities Management, Human Resources, Economics
Education
Thomas More College 1983 — 1987
BA & AA, Business & Economics
John Spence's Fidelity Investments Experience July 2012 - July 2013
Job Software Consultant / Java Team Lead
Industry Information Technology and Services
Experience
Pier 1 Imports July 2014 - Present
Bank of America July 2013 - July 2014
Fidelity Investments July 2012 - July 2013
Sagem Communications 2001 - 2012
Efficient Networks 2001 - 2009
Siemens 2001 - 2009
Multimedia Development Corporation 1996 - 2001
Ericsson 1991 - 1996
DSC 1987 - 1990
General Dynamics 1987 - 1989
Skills
Web Applications, J2EE, Computer Science, SOA, Web Services, Agile, Software Development, Java, XML, C++, C#, C, SQL, Linux, JavaScript, HTML, Subversion, Integration, Windows, SQL Server, Databases, Hibernate, JSP, Ant, MySQL, VoIP, Eclipse, Architecture, AJAX, CSS, Software Design, Visual Studio, Web Development, Visual Basic, Unix, Telecommunications, PL/SQL, Solaris, Operating Systems, Programming, Tomcat, JBoss, Design Patterns, Java Enterprise Edition, Agile Methodologies, JBoss Application Server, Software Engineering, Scrum, Perl, Architectures
Education
The University of Texas at El Paso 1981 — 1984
BS, Computer Science
Pier 1 Imports July 2014 - Present
Bank of America July 2013 - July 2014
Fidelity Investments July 2012 - July 2013
Sagem Communications 2001 - 2012
Efficient Networks 2001 - 2009
Siemens 2001 - 2009
Multimedia Development Corporation 1996 - 2001
Ericsson 1991 - 1996
DSC 1987 - 1990
General Dynamics 1987 - 1989
Skills
Web Applications, J2EE, Computer Science, SOA, Web Services, Agile, Software Development, Java, XML, C++, C#, C, SQL, Linux, JavaScript, HTML, Subversion, Integration, Windows, SQL Server, Databases, Hibernate, JSP, Ant, MySQL, VoIP, Eclipse, Architecture, AJAX, CSS, Software Design, Visual Studio, Web Development, Visual Basic, Unix, Telecommunications, PL/SQL, Solaris, Operating Systems, Programming, Tomcat, JBoss, Design Patterns, Java Enterprise Edition, Agile Methodologies, JBoss Application Server, Software Engineering, Scrum, Perl, Architectures
Education
The University of Texas at El Paso 1981 — 1984
BS, Computer Science
Craig Pacinda's Fidelity Investments Experience August 2011 - Present
Job Sr Business Analyst at SafetyKleen a Clean Harbors company
Industry Financial Services
Experience
Safety-Kleen October 2013 - Present
Fidelity Investments August 2011 - Present
TEKsystems 2010 - 2011
Allegis Group 2010 - 2011
RamQuest Software, Inc. April 2009 - November 2010
Fidelity Investments March 2001 - March 2009
ING January 1997 - February 2001
Skills
CRM, Access, Business Process, Microsoft Excel, Competitive Analysis, Salesforce.com, Siebel, Management, SAS, Analysis, Product Marketing, Marketing, Project Management, Start-ups, Process Improvement, Databases, Vendor Management, Business Analysis, Consulting, SDLC
Education
The University of Texas at Dallas 1994 — 1997
BA, ECONOMICS AND FINANCE
Safety-Kleen October 2013 - Present
Fidelity Investments August 2011 - Present
TEKsystems 2010 - 2011
Allegis Group 2010 - 2011
RamQuest Software, Inc. April 2009 - November 2010
Fidelity Investments March 2001 - March 2009
ING January 1997 - February 2001
Skills
CRM, Access, Business Process, Microsoft Excel, Competitive Analysis, Salesforce.com, Siebel, Management, SAS, Analysis, Product Marketing, Marketing, Project Management, Start-ups, Process Improvement, Databases, Vendor Management, Business Analysis, Consulting, SDLC
Education
The University of Texas at Dallas 1994 — 1997
BA, ECONOMICS AND FINANCE
Malini Kalidoss's Fidelity Investments Experience March 2007 - February 2008
Job QA Project Leader at TJX Companies
Industry Information Technology and Services
Experience
TJX Companies March 2011 - Present
TJX Companies January 2010 - March 2011
TJX Companies March 2008 - December 2009
Fidelity Investments March 2007 - February 2008
Investors Bank & Trust December 2005 - March 2007
Education
Thiagarajar College of Engineering 1996 — 2000
Bachelor in Engineering, EEE
TJX Companies March 2011 - Present
TJX Companies January 2010 - March 2011
TJX Companies March 2008 - December 2009
Fidelity Investments March 2007 - February 2008
Investors Bank & Trust December 2005 - March 2007
Education
Thiagarajar College of Engineering 1996 — 2000
Bachelor in Engineering, EEE
Catherine Tong's Fidelity Investments Experience August 2012 - Present
Job Fund Reporting Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments August 2012 - Present
Ernst & Young January 2011 - August 2012
University of Texas at Dallas June 2009 - May 2010
Skills
Lotus Notes, MS Office Suite, Fund reporting, Microsoft Office, Internal Audit, Auditing, Accounting
Education
UTD 2008 — 2010
Master of Science, Accounting
Fidelity Investments August 2012 - Present
Ernst & Young January 2011 - August 2012
University of Texas at Dallas June 2009 - May 2010
Skills
Lotus Notes, MS Office Suite, Fund reporting, Microsoft Office, Internal Audit, Auditing, Accounting
Education
UTD 2008 — 2010
Master of Science, Accounting
Bill Kaiser, CPA, CFP®'s Fidelity Investments Experience 1993 - 1998
Job Wealth Advisor
Industry Financial Services
Experience
Bland Garvey Wealth Advisors 2011 - Present
The BAM ALLIANCE 2011 - Present
Dimensional Fund Advisors 2011 - Present
Fisher Investments 2003 - 2009
Northern Trust Corporation 1998 - 2001
Fidelity Investments 1993 - 1998
EY 1987 - 1991
Education
The University of Texas at San Antonio
BBA
Bland Garvey Wealth Advisors 2011 - Present
The BAM ALLIANCE 2011 - Present
Dimensional Fund Advisors 2011 - Present
Fisher Investments 2003 - 2009
Northern Trust Corporation 1998 - 2001
Fidelity Investments 1993 - 1998
EY 1987 - 1991
Education
The University of Texas at San Antonio
BBA
Dhaval Chaudhari's Fidelity Investments Experience April 2012 - October 2013
Job at
Industry Accounting
Experience
Orangefield Columbus October 2013 - Present
Fidelity Investments April 2012 - October 2013
Bank of America January 2011 - April 2012
UTD Intern February 2010 - May 2010
Skills
Management, Auditing, Program Management, Training, Internal Controls, Quality Assurance, Internal Audit, Human Resources, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Accounting, Banking, Valuation, Customer Service, Business Analysis, Forecasting, Analysis, Risk Management
Education
The University of Texas at Dallas 2005 — 2008
Bachelor of Science, Finance
Clements High school
Orangefield Columbus October 2013 - Present
Fidelity Investments April 2012 - October 2013
Bank of America January 2011 - April 2012
UTD Intern February 2010 - May 2010
Skills
Management, Auditing, Program Management, Training, Internal Controls, Quality Assurance, Internal Audit, Human Resources, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Accounting, Banking, Valuation, Customer Service, Business Analysis, Forecasting, Analysis, Risk Management
Education
The University of Texas at Dallas 2005 — 2008
Bachelor of Science, Finance
Clements High school
Joicy Malarvizhi's Fidelity Investments Experience November 2005 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Fidelity Investments - Fidelity Brokerage Technology Company July 2001 - November 2005
Skills
Analysis, Fixed Income, Portfolio Management
Education
Thiagarajar College of Engineering 1987 — 1991
BE, Computer Science and Engineering
Fidelity Investments November 2005 - Present
Fidelity Investments - Fidelity Brokerage Technology Company July 2001 - November 2005
Skills
Analysis, Fixed Income, Portfolio Management
Education
Thiagarajar College of Engineering 1987 — 1991
BE, Computer Science and Engineering
Dennis Holloway's Fidelity Investments Experience August 2012 - April 2013
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments August 2012 - April 2013
Skills
Series 63, Finance, Sales, Leadership, Series 7, Retirement, Financial Analysis, Securities, Mutual Funds, Banking, Investments, Fixed Income, Equities, Financial Services, Trading, Retirement Planning, Wealth Management, Asset Allocation, 401k, Economics, Retail, FINRA, IRAs, Microsoft Excel
Education
University of Houston 2009 — 2012
Economics, Economics
The University of Texas at San Antonio 2007 — 2010
Fidelity Investments August 2012 - April 2013
Skills
Series 63, Finance, Sales, Leadership, Series 7, Retirement, Financial Analysis, Securities, Mutual Funds, Banking, Investments, Fixed Income, Equities, Financial Services, Trading, Retirement Planning, Wealth Management, Asset Allocation, 401k, Economics, Retail, FINRA, IRAs, Microsoft Excel
Education
University of Houston 2009 — 2012
Economics, Economics
The University of Texas at San Antonio 2007 — 2010
Ekta Oza's Fidelity Investments Experience January 2013 - October 2014
Job Software Engineer at Symantec
Industry Computer Software
Experience
Symantec October 2014 - Present
Fidelity Investments January 2013 - October 2014
Prodea Systems June 2012 - December 2012
UT Dallas 2012 - 2012
Agfa Healthcare September 2011 - December 2011
Skills
Windows, Testing, Software Development, Quality Assurance, C, Integration
Education
The University of Texas at Dallas 2010 — 2012
MS, Computer Science
University of Mumbai 2006 — 2010
BE, Computer Engineering
Symantec October 2014 - Present
Fidelity Investments January 2013 - October 2014
Prodea Systems June 2012 - December 2012
UT Dallas 2012 - 2012
Agfa Healthcare September 2011 - December 2011
Skills
Windows, Testing, Software Development, Quality Assurance, C, Integration
Education
The University of Texas at Dallas 2010 — 2012
MS, Computer Science
University of Mumbai 2006 — 2010
BE, Computer Engineering
Pragun Gupta's Fidelity Investments Experience July 2012 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
University of Texas at Dallas January 2009 - May 2012
Fidelity Investments June 2010 - August 2010
Skills
Java, Eclipse, C++, SQL, C, Unix, Visual Studio, Algorithms, JavaScript, HTML, XML, C#, MySQL, Programming, Visio, Tableau, VB.NET, Microsoft SQL Server
Education
The University of Texas at Dallas 2008 — 2012
Bachelors, Computer Science
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Fidelity Investments July 2012 - Present
University of Texas at Dallas January 2009 - May 2012
Fidelity Investments June 2010 - August 2010
Skills
Java, Eclipse, C++, SQL, C, Unix, Visual Studio, Algorithms, JavaScript, HTML, XML, C#, MySQL, Programming, Visio, Tableau, VB.NET, Microsoft SQL Server
Education
The University of Texas at Dallas 2008 — 2012
Bachelors, Computer Science
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Matthew Friske's Fidelity Investments Experience January 2013 - Present
Job Licensed Premium Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Bank of America September 2010 - January 2013
Skills
Banking, Retail Banking, Commercial Banking, Deposits
Education
The University of Texas at Dallas 2010 — 2012
Bachelor's degree, Finance, General
Fidelity Investments January 2013 - Present
Bank of America September 2010 - January 2013
Skills
Banking, Retail Banking, Commercial Banking, Deposits
Education
The University of Texas at Dallas 2010 — 2012
Bachelor's degree, Finance, General
Elleni Zegeye's Fidelity Investments Experience July 2004 - April 2005
Job Technical Lead Developer at Bank of America
Industry
Experience
Bank of America August 2012 - Present
Wells Fargo July 2010 - January 2012
Early Warning Services October 2007 - September 2009
General Dynamics January 2007 - August 2007
Liberty Mutual Insurance August 2005 - October 2006
Fidelity Investments July 2004 - April 2005
MCI Corporation October 1997 - March 2001
Skills
Java/J2EE Software..., Web Applications..., Actimize, Front-end Design, Back-end Programming, Web Services Development, Database Design, Oracle SQL Developer, XML, HTML, JSP, Java..., DB2 Schema Design
Education
The University of Texas at Dallas 1996 — 1999
Bachelor of Science (BS), Computer Science
The University of Texas at Dallas - School of Management
MBA
Westchester Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Bank of America August 2012 - Present
Wells Fargo July 2010 - January 2012
Early Warning Services October 2007 - September 2009
General Dynamics January 2007 - August 2007
Liberty Mutual Insurance August 2005 - October 2006
Fidelity Investments July 2004 - April 2005
MCI Corporation October 1997 - March 2001
Skills
Java/J2EE Software..., Web Applications..., Actimize, Front-end Design, Back-end Programming, Web Services Development, Database Design, Oracle SQL Developer, XML, HTML, JSP, Java..., DB2 Schema Design
Education
The University of Texas at Dallas 1996 — 1999
Bachelor of Science (BS), Computer Science
The University of Texas at Dallas - School of Management
MBA
Westchester Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Sandra Bakkethun's Fidelity Investments Experience November 2008 - June 2013
Job Call Service Associate at Fidelity Investments
Industry Financial Services
Experience
Retired June 2013 - Present
Fidelity Investments November 2008 - June 2013
Dynamic Travel & Cruises March 2004 - October 2008
United Information Technologies March 2005 - December 2007
Imprimis Staffing September 2001 - March 2004
National Engineering Services August 2000 - August 2001
Imprimis Staffing July 1998 - August 2000
GE Aircraft Engines October 1997 - June 1998
Stone Container Corporation January 1996 - October 1997
Imprimis Staffing July 1995 - December 1995
Skills
Human Resources..., Labor Relations, Employee Benefits, Employee Training, Financial Services, Human Resources, Performance Management, Management, Employee Relations, Temporary Placement
Education
The University of Texas at San Antonio 1993 — 1995
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.6
University of Minnesota - Carlson School of Management 1976 — 1979
Bachelor of Science (BS), Labor and Industrial Relations
Retired June 2013 - Present
Fidelity Investments November 2008 - June 2013
Dynamic Travel & Cruises March 2004 - October 2008
United Information Technologies March 2005 - December 2007
Imprimis Staffing September 2001 - March 2004
National Engineering Services August 2000 - August 2001
Imprimis Staffing July 1998 - August 2000
GE Aircraft Engines October 1997 - June 1998
Stone Container Corporation January 1996 - October 1997
Imprimis Staffing July 1995 - December 1995
Skills
Human Resources..., Labor Relations, Employee Benefits, Employee Training, Financial Services, Human Resources, Performance Management, Management, Employee Relations, Temporary Placement
Education
The University of Texas at San Antonio 1993 — 1995
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General, 3.6
University of Minnesota - Carlson School of Management 1976 — 1979
Bachelor of Science (BS), Labor and Industrial Relations
Nadesh Ramasamy's Fidelity Investments Experience December 2014 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - October 2014
Skills
SQL, Unix, Software Development, Business Analysis, Oracle
Education
Thiagarajar College of Engineering 2003 — 2007
Bachelor of Engineering (B.E.), Computer Science
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - October 2014
Skills
SQL, Unix, Software Development, Business Analysis, Oracle
Education
Thiagarajar College of Engineering 2003 — 2007
Bachelor of Engineering (B.E.), Computer Science
Chuong Dao's Fidelity Investments Experience September 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (BS), Finance, General
Fidelity Investments September 2012 - Present
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (BS), Finance, General
Kristy Forsthoff's Fidelity Investments Experience May 2014 - August 2014
Job Honors Business Student at UT Dallas ♦ Future Information Technology and Supply Chain Professional
Industry Information Technology and Services
Experience
Ericsson June 2015 - Present
Alcatel-Lucent September 2014 - November 2014
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
CA Technologies March 2013 - March 2013
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (B.S.), Information Technology and Systems, B.S. Supply Chain Management, GPA 3.99
Ericsson June 2015 - Present
Alcatel-Lucent September 2014 - November 2014
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
CA Technologies March 2013 - March 2013
Education
The University of Texas at Dallas 2012 — 2016
Bachelor of Science (B.S.), Information Technology and Systems, B.S. Supply Chain Management, GPA 3.99
Kate Wang's Fidelity Investments Experience October 2011 - September 2012
Job Business Systems Analyst at Sun Life Financial
Industry Financial Services
Experience
AIG August 2014 - Present
Big Apple Infotech LLC 2011 - 2015
UBS January 2014 - July 2014
IKEA Group July 2013 - December 2013
Quiznos October 2012 - June 2013
Fidelity Investments October 2011 - September 2012
CITIC Securities Company Limited January 2008 - May 2011
Skills
Business Requirements, Requirements Gathering, SDLC, User Acceptance Testing, Business Analysis, Business Process, Agile Methodologies, Testing, Process Improvement, Analysis, business ana
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Management Information Systems, General, 3.66
AIG August 2014 - Present
Big Apple Infotech LLC 2011 - 2015
UBS January 2014 - July 2014
IKEA Group July 2013 - December 2013
Quiznos October 2012 - June 2013
Fidelity Investments October 2011 - September 2012
CITIC Securities Company Limited January 2008 - May 2011
Skills
Business Requirements, Requirements Gathering, SDLC, User Acceptance Testing, Business Analysis, Business Process, Agile Methodologies, Testing, Process Improvement, Analysis, business ana
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Management Information Systems, General, 3.66
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank