Fidelity Investments

Industry: Financial services company

Description

Fidelity 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
Mary Ann Pfetzer Mary Ann Pfetzer Cincinnati Area Details
Mary Ann Pfetzer's Fidelity Investments Experience August 2011 - May 2013
Job SEMC Federal Credit Union
Industry Financial Services
Experience
Mary Ann's Personal Touch Cleaning Service   October 2013 - Present
SEMC Federal Credit Union   May 2013 - October 2013
Fidelity Investments   August 2011 - May 2013
The Bank of Kentucky  November 2002 - March 2011
Peoples Bank of Northern KY   January 1994 - January 2002

Skills
Banking, Loans, Leadership, Management, New Business Development, Commercial Lending, Fundraising, Underwriting, Finance, Consumer Lending, Credit, Retail Banking, Commercial Banking, Small Business Lending, Financial Analysis, Mutual Funds, Investments, Loan Origination, Credit Analysis, Series 7

Education
Thomas More College
Finance, Economics, Management, Banking

Frederick Doll Frederick Doll Richmond, Kentucky Details
Frederick Doll's Fidelity Investments Experience August 1992 - April 2006
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones  March 2014 - Present
Merrill Lynch  October 2011 - December 2013
Unified Trust Company   March 2006 - September 2011
Fidelity Investments   August 1992 - April 2006

Education
Thomas More College   1989 — 1992
Bachelor, Business Administration and Management, General

Thomas More College   1989 — 1992
Bachelor of Arts, Economics

Amy Lawson Amy Lawson Independence, Kentucky Details
Amy Lawson's Fidelity Investments Experience July 2004 - Present
Job Client Service Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2004 - Present

Skills
Call Centers, Portfolio Management, Banking, Client Services, Business Analysis, Process Improvement, Wealth Management, Risk Management, Asset Management, Customer Service, Vendor Management, Retirement Planning

Education
Thomas More College   1995 — 1999
Bachelor of Business Administration (BBA)

Lisa Switalski Lisa Switalski Cincinnati Area Details
Lisa Switalski's Fidelity Investments Experience 2005 - 2007
Job
Industry Marketing and Advertising
Experience
acb American   April 2011 - July 2011
Pendleton Data Farm   July 2009 - May 2011
Fidelity Investments   2005 - 2007
The Growth Coach  2004 - 2005
Apple Sauce Inc  2001 - 2003

Education
Xavier University   2002 — 2005
MBA, International Business and Marketing

Thomas More College
Bachelor of Business Administration (BBA), Marketing

Brett Francis Brett Francis Greater Salt Lake City Area Details
Brett Francis's Fidelity Investments Experience July 2005 - June 2007
Job Owner, Francis Financial Group
Industry Accounting
Experience
ADP  April 2010 - Present
Francis Financial Group   April 2009 - Present
E*TRADE Financial  April 2009 - April 2010
Dave Allred Retirement Services   June 2007 - December 2008
Fidelity Investments   July 2005 - June 2007

Skills
Finance, Financial Analysis, Small Business, Management, Team Building, Strategic Planning, Accounting, Leadership, Budgets, CRM

Education
Thunderbird School of Global Management
Master of Business Administration (MBA)

University of Utah - David Eccles School of Business
Bachelor's degree, Finance

Eric Faris Eric Faris Cincinnati Area Details
Eric Faris's Fidelity Investments Experience June 2001 - May 2009
Job Programmer / Analyst at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice  June 2009 - Present
Fidelity Investments   June 2001 - May 2009
Cardinal Solutions  1999 - 2001

Skills
C#, Visual Studio, ASP.NET, ASP.NET MVC, SQL, Microsoft SQL Server, Razor, jQuery, Entity Framework, ASP.NET Web API, JavaScript, Autofac, Automapper, Spring.NET, AngularJS, Umbraco, Bootstrap, SignalR, iBatis, .NET, Windows Azure, Web Services, T-SQL, SSIS, IIS, Database Design, Agile Methodologies, XML, SQL Server, Stored Procedures, NUnit, SSRS, Databases, CSS, HTML, AJAX, Web Development, Object Oriented Design, Design Patterns, Subversion, Spring Framework, Software Development, Requirements Analysis

Education
Thomas More College   1995 — 1999
Bachelor, Computer Information Systems

Lloyd High School   1992 — 1995

James Huse, MBA James Huse, MBA Charlotte, North Carolina Details
James Huse, MBA's Fidelity Investments Experience January 2000 - April 2005
Job Client Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  February 2014 - Present
TIAA-CREF  February 2009 - Present
US Banccorp  January 2003 - May 2007
Fidelity Investments   January 2000 - April 2005

Skills
Financial Services, Investments, Portfolio Management, Mutual Funds

Education
Thomas More College   2006 — 2008
Master of Business Administration (M.B.A.), Finance, General

West Virginia University   1996 — 1999
Bachelor of Business Administration (B.B.A.), Operations Management

University of Maine at Farmington   1994 — 1996
Business Administration and Management, General

Clint Rinehart, CFP® Clint Rinehart, CFP® Cincinnati Area Details
Clint Rinehart, CFP®'s Fidelity Investments Experience November 2011 - February 2015
Job Regional Sales Consultant at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice  March 2015 - Present
Fidelity Investments   November 2011 - February 2015
Fidelity Investments   August 2006 - November 2011
Fidelity Investments   October 2004 - August 2006
Regions Financial Corporation  December 2002 - October 2004

Skills
Certified Financial..., Series 7, Series 63, Series 65, Life & Health Insurance..., Financial Planning, Financial Services, Investments, Wealth Management

Education
Xavier University   2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General

Thomas More College   1999 — 2002
Bachelor's Degree, Finance, General

Thomas More College   1999 — 2002
Associate's Degree, Economics

Bob Whelan Bob Whelan Cincinnati Area Details
Bob Whelan's Fidelity Investments Experience 2006 - 2006
Job Commercial Insurance and Risk Advisor
Industry Insurance
Experience
USI Insurance Services  October 2014 - Present
American Modern Insurance Group  January 2013 - July 2014
American Modern Insurance Group  February 2008 - January 2013
The Midland Company  June 2007 - February 2008
Summit Industries Inc.  2007 - 2007
Fidelity Investments   2006 - 2006

Skills
Property & Casualty..., Liability, Commercial Insurance, Insurance, Property Damage, Process Improvement, Strategic Planning, Marketing, Claims Management, Risk Management, Self-driven, Forecasting, Commercial Lines..., Financial Risk, Marketing Strategy, Underwriting, General Insurance, Professional Liability, Marketing Research, Marketing Analytics, Product Marketing, Analysis, Critical Thinking, Market Research, Problem Solving, Investigation, Casualty, Legal Liability, Commercial Lines, Subrogation, Claim Investigation, Claims Resolution, Claims Handling, Market Analysis, Workers Compensation

Education
Thomas More College   2013 — 2015
Master of Business Administration (MBA)

Thomas More College   2001 — 2005
Bachelor of Arts (B.A.)

Archbishop Alter High School

Ralph Loesing Ralph Loesing Cincinnati Area Details
Ralph Loesing's Fidelity Investments Experience 1987 - 2004
Job Owner, ThompsonBoerger Insurance
Industry Insurance
Experience
Thompson-Boerger Insurance   2004 - Present
Fidelity Investments   1987 - 2004
Square D Company  1984 - 1987

Skills
Workers Compensation, Commercial Insurance, Disability Insurance, Small Business, Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Employee Benefits, Networking, Term Life Insurance, Retirement, Property & Casualty...

Education
Thomas More College   1978 — 1987
BA, Computer Science & Business

Kerin Hentz Kerin Hentz Cincinnati Area Details
Kerin Hentz's Fidelity Investments Experience 1995 - 2006
Job Insurance Representative at Kent Insurance
Industry Insurance
Experience
State Farm  December 2013 - January 2015
Private  July 2009 - December 2013
Fidelity Investments   1995 - 2006
GE Capital  1991 - 1993

Skills
Investments, Leadership, Risk Management, Sales, Business Analysis, Relationship Management, Banking, Marketing Strategy, New Business Development, Process Improvement, Public Speaking

Education
Thomas More College   1995 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Southern Ohio College   1989 — 1991
Associate's degree, Retail Management/Interior Design

Jess Hollon II CFP® Jess Hollon II CFP® Dayton, Ohio Area Details
Jess Hollon II CFP®'s Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
United States Army Reserve  April 2006 - Present
Fidelity Investments   December 2013 - February 2015
Fidelity Investments   December 2012 - December 2013
Fidelity Investments   April 2012 - December 2012
Citizens Financial Group  March 2010 - April 2012
Fifth Third Bank  April 2009 - April 2010
Fifth Third Bank  November 2008 - April 2009
Fifth Third Bank  November 2007 - November 2008

Skills
Credit, Banking, Management, Leadership, Fraud, Customer Service, Consumer Lending, Finance, Teamwork, Loans, Accounting, Microsoft Office, Coaching, Supervisory Skills, Retail, Public Speaking, Team Building, Sales, Insurance, Mortgage Lending, Risk Management, Risk, Financial Planning, CRM, Investments, Financial Services

Education
Xavier University   2014 — 2014
Executive Certificate in Financial Planning

Thomas More College   2011 — 2014
Business Administration, Management

University of Cincinnati   2005 — 2010
Criminal Justice

Frederic Tacon Frederic Tacon Cincinnati Area Details
Frederic Tacon's Fidelity Investments Experience June 2012 - May 2013
Job eLearning and Multimedia Professional
Industry E-Learning
Experience
XTRAC Solutions  November 2014 - Present
Alvaedu, Inc.   October 2013 - October 2014
Fidelity Investments   June 2012 - May 2013
Fidelity Investments   October 2005 - June 2012
Health Alliance  April 2004 - October 2005
Provident Bank  1992 - 2004

Skills
Instructional Design, Captivate, E-Learning, Blended Learning, Technical Writing, Flash, Lectora, Change Management, Needs Analysis, Educational Technology, Dreamweaver, Internal Communications, User Interface Design, Employee Engagement, Learning Management..., ADDIE, Instructor-led Training, Videography, Video Editing, Graphic Design, Web Development, Strategic Communications, Video Production, PowerPoint, Photoshop, User Experience, Web Design, Multimedia, Training, Leadership

Education
Thomas More College

University of Tennessee-Knoxville

Ron Papworth Ron Papworth Cincinnati Area Details
Ron Papworth's Fidelity Investments Experience May 2012 - Present
Job Communications Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2012 - Present
Fidelity Investments   January 1999 - June 2012
Fidelity Investments   June 1996 - January 1999
Fidelity Investments   March 1994 - June 1996

Education
Thomas More College   2006 — 2008
BBA, Business

Alakh Niranajan Singh, CFA® Alakh Niranajan Singh, CFA® Greater New York City Area Details
Alakh Niranajan Singh, CFA®'s Fidelity Investments Experience November 2006 - February 2007
Job Investment Performance, Attribution and Manager Evaluation Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  April 2015 - Present
EXL Service  June 2014 - April 2015
Deutsche Bank  January 2014 - April 2014
CFA Society and BNYMellon   December 2011 - August 2013
Morgan Stanley Smith Barney  October 2009 - December 2010
Broadridge  December 2008 - 2009
AIG Global Investment Group  December 2007 - September 2008
Bank of New York Mellon  March 2007 - February 2008
Fidelity Investments   November 2006 - February 2007
Government of India, Ministry of Finance   November 2004 - August 2005

Skills
Finance, Economics, Information Technology, Macro, Fixed Income, Derivatives, Portfolio Management, Trading, Performance Attribution, Asset Managment, Corporate Finance, Financial Modeling, Equities, Investments, Valuation, Private Equity, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Financial Analysis, Commodity, Risk Management, Asset Management, Investment Banking, Equity Research

Education
CFA Institute   2012 — 2015
CFA, Finance

Thunderbird School of Global Management   2005 — 2006
MBA, International Finance

The University of Connecticut   1999 — 2002
PhD Drop out, Economics

University of Bradford   1998 — 1999
MSc, Macroeconomics & Project Planning

ISTM

Randall Ramler, CPA Randall Ramler, CPA Dallas/Fort Worth Area Details
Randall Ramler, CPA's Fidelity Investments Experience 1986 - 1992
Job Accounting & Supply Chain Mgmt.
Industry Accounting
Experience
Africa Expeditions Ltd   2009 - 2013
Colonial Savings  1996 - 2009
Service & Supply International   1992 - 1996
Fidelity Investments   1986 - 1992
Service & Supply International   1980 - 1985
U.S. Peace Corps   1976 - 1978

Skills
C.P.A certificate..., Financial services, Africa and Middle East..., IFRS Annual Reporting, Project Management, Business Strategy, Finance, Financial Analysis, New Business Development, Cross-functional Team..., Logistics, Marketing Strategy, Process Improvement, Change Management, Negotiation, Strategic Planning, English, Financial Modeling, Forecasting, Marketing, Financial Services, Business Development

Education
Thunderbird School of Global Management   1979 — 1979
Masters Degree in International Management, International Business

University of South Dakota   1971 — 1975
Bachelor of Business Administration (BBA)

Daniel Whitney Daniel Whitney Greater Boston Area Details
Daniel Whitney's Fidelity Investments Experience 1996 - 1997
Job Partner at Danno Consulting
Industry Management Consulting
Experience
Danno Consulting   February 2014 - Present
IBM  November 2012 - January 2014
Danno Consulting   January 2007 - October 2012
State Street Bank  November 2005 - December 2006
AMK Consulting   January 2003 - December 2005
Bearingpoint  July 1996 - January 2003
Fidelity Investments   1996 - 1997
Lechmere Sales  1983 - 1996

Skills
Change Management, IT Strategy, Business Analysis, Program Management, Business Process..., Leadership Development, Project Management, SDLC, Enterprise Architecture, Management Consulting, Process Improvement, Strategic Planning, Outsourcing, Governance, PMO, Business Intelligence, Integration, Software Development, Strategy, Analysis, Databases, Leadership, Consulting, Business Transformation, Business Process, IT Management, Business Process...

Education
Three Rivers Community College   1976 — 1978
Associate of Science (A.S.), Computer Science

Greg Ditrick Greg Ditrick Cincinnati Area Details
Greg Ditrick's Fidelity Investments Experience 2006 - 2007
Job Sr. Ruby on Rails Web Developer at Rockfish
Industry Information Technology and Services
Experience
Rockfish  November 2013 - January 2014
QC Software   February 2010 - November 2013
PCS Technical Services  2010 - 2013
PCS Technical Services  2010 - 2013
Cincinnati Financial Corporation  May 2009 - February 2010
QC Software   October 2008 - March 2009
Zebra Mobile   April 2008 - October 2008
Fidelity Investments   2006 - 2007
Fifth Third Bank  April 2005 - November 2005
MedPlus  February 2000 - April 2004

Skills
Ruby, RSpec, Rake, JRuby, Dynamic Languages, YAML, HAML, RVM, Coverage Analysis, Ruby on Rails, BDD, ActiveRecord, Analysis, Linux, Ant, MySQL

Education
Thomas More College   1987 — 1992
BA, Computer Science

Thomas More College

David Deavy David Deavy Cincinnati Area Details
David Deavy's Fidelity Investments Experience March 2012 - Present
Job Financial Analyst V at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2012 - Present
HR Access, a Fidelity Investments Company  May 2008 - April 2012
Fidelity Investments   July 2004 - July 2008
Fidelity Investments   April 2000 - June 2004
Fidelity Investments   May 1996 - April 2000
Dinsmore & Shohl LLP  January 1989 - May 1996
Taft Stettinius & Hollister LLP  August 1987 - January 1989

Skills
CRM

Education
Xavier University - Williams College of Business   1999 — 2002
MBA, General Business

Thomas More College   1992 — 1993
B.E.S., Accounting

Thomas More College   1983 — 1985
A.A., Sociology

Thomas More College   1982 — 1985
B.E.S., Liberal Arts

Jennifer Stowe Jennifer Stowe Cincinnati Area Details
Jennifer Stowe's Fidelity Investments Experience 1993 - 1999
Job Practice Manager at Mercy Health (formerly Mercy Health Partners)
Industry Hospital & Health Care
Experience
Mercy Health (formerly Mercy Health Partners)   October 2013 - Present
Mercy Health Partners  January 2011 - March 2014
Directions Research, Inc.   October 2005 - January 2009
AlphaMark Advisors   2004 - 2005
Siebel Systems  1999 - 2001
Fidelity Investments   1993 - 1999
The Drackett Company  1991 - 1994
National Labor Relations Board  1984 - 1990

Skills
Onboarding

Education
Thomas More College   2013 — 2015
Bachelor of Business Administration (B.B.A.)

Seton High School

St. Antoninus

Christina L. Ostendorf, MBA Christina L. Ostendorf, MBA Cincinnati, Ohio Details
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

Frederick Hadlow Frederick Hadlow Greater Boston Area Details
Frederick Hadlow's Fidelity Investments Experience January 1991 - January 1994
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2012 - Present
Merrill Lynch  January 2011 - November 2012
TIMKEN COMPANY  September 2008 - January 2011
Sonnax Industries   November 2002 - June 2008
WELLMAN PRODUCTS GROUP, Division of Hawk Corporation   March 2000 - November 2002
The Stanley Works  July 1995 - April 2000
Fidelity Investments   January 1991 - January 1994

Skills
Cross-functional Team..., Leadership, Business Planning, Management, Product Development, Strategic Planning, Market Research, Financial Analysis, Manufacturing, Marketing, Mergers & Acquisitions, Financial Modeling, Risk Management, Business Strategy, Sales, Retirement Solutions

Education
Thunderbird School of Global Management   1994 — 1995
MBA, Marketing

Trinity College   1987 — 1991
Bachelor of Arts, Double; Economics and Spanish

Trinity College-Hartford   1987 — 1991
BS, Economics and Spanish

Oronde Williams Oronde Williams Cincinnati, Ohio Details
Oronde Williams's Fidelity Investments Experience September 2004 - October 2008
Job Consultant Data Solutions Developer at dunnhumby
Industry Information Technology and Services
Experience
dunnhumby  July 2011 - Present
consilium1  June 2010 - July 2011
FirstGroup America  October 2009 - June 2010
FirstGroup America  October 2008 - October 2009
Fidelity Investments   September 2004 - October 2008
Fidelity Investments   May 2000 - September 2004
Fidelity Investments   May 1999 - May 2000

Skills
Business Intelligence, SDLC, Data Warehousing, Databases, Business Analysis, ETL, Data Modeling, Database Design, PL/SQL, Management, SAS, Data Analysis, Data Integration, Big Data, Exadata, Oracle, SQL, Microsoft SQL Server, DTS, Informix

Education
Thomas More College   1991 — 1995

Walnut Hills High   1986 — 1991

James Goshdigian James Goshdigian Cincinnati Area Details
James Goshdigian's Fidelity Investments Experience May 2007 - March 2008
Job Customer Insights Manager at Southern Wine & Spirits
Industry Food & Beverages
Experience
Southern Wine & Spirits  October 2014 - Present
Harlow-HRK Sales & Marketing, Inc.   December 2012 - October 2014
Coca-Cola Refreshments  August 2011 - December 2012
L-3 Communications Fuzing & Ordnance Systems  March 2008 - June 2010
Fidelity Investments   May 2007 - March 2008
Thomas More College - Admissions Department   January 2004 - May 2007

Skills
Pricing, Sales Operations, Access, Outlook, AC Nielsen, Marketing, Forecasting, Microsoft Excel, Financial Analysis, PowerPoint, Excel, Sales Presentations, Sales Support, Sales Analytics, dunnhumby, SPINS, Mintel, Category Insights, Apollo, Market6, IRI, Retail Category..., Cross-functional Team..., Kroger KOMPASS process, Planograms, Nielsen Nitro, Nielsen Answers, dunnhumby Shelf Review, Nielsen

Education
Thomas More College   2003 — 2007
Bachelor's, Business Administration

Ginnell Schiller Ginnell Schiller Cincinnati Area Details
Ginnell Schiller's Fidelity Investments Experience 1998 - 1999
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
City of Cincinnati  2007 - 2010
Executive Jet Management, A NetJets company  2000 - 2006
Fidelity Investments   1998 - 1999
Buckhorn Inc  1988 - 1998
Senco Products  1983 - 1988

Skills
Strategic Planning, Public Relations, Public Speaking, Event Planning, Advertising, Marketing Strategy, Budgets, Newsletters, Management, Fundraising, Market Planning, Social Media, Product Development, Social Networking, Event Management, Project Planning, Marketing, Community Outreach, Nonprofits, Community Development, Marketing Communications, Media Relations, Social Media Marketing, Market Research, Strategy, Corporate Communications, Entrepreneurship, Leadership, Facebook, Sustainability, Brand Development, Marketing Research, Strategic Communications, Email Marketing, Online Advertising, Integrated Marketing, Press Releases

Education
Xavier University
Master of Business Administration (MBA), Marketing

Thomas More College   1973 — 1977
Bachelor's degree, Economics, Psychology

Michael Thomassen, CFP®, MBA, Masters of International Mgmt Michael Thomassen, CFP®, MBA, Masters of International Mgmt Greater Boston Area Details
Michael Thomassen, CFP®, MBA, Masters of International Mgmt's Fidelity Investments Experience June 1996 - February 1997
Job Independent Financial Strategist
Industry Financial Services
Experience
Harley Capital Management   September 2014 - Present
Van Loan School of Professional Studies at Endicott College   February 2014 - Present
Wells Fargo Advisors, LLC  September 2012 - September 2014
Morgan Stanley  December 2010 - January 2012
Ameriprise Financial Services, Inc.   March 2009 - December 2010
Merrill Lynch Global Wealth Management  July 2008 - February 2009
Thomassen Global, Inc.   January 1999 - June 2008
BD  June 1997 - October 1998
Fidelity Investments   June 1996 - February 1997
Aon/Rath & Strong Management Consultants   February 1995 - June 1996

Skills
Investments, Retirement Planning, Asset Allocation, Financial Services, Finance, Mutual Funds, Retirement Plan..., Financial Advisory, Estate Planning, Strategy, Investment Strategies, 401k, Fixed Annuities, Saving for Education, Alternative Investments, Retirement, Securities, Small Business, Insurance, 401k Rollovers, Analysis, Strategic Partnerships, Series 7, Strategic Financial..., Equities, Financial Planning

Education
Anderson Graduate School of Management at UCLA   1987 — 1989
MBA, Strategy

Thunderbird School of Global Management   1978 — 1979
Masters of International Management, International Finance

University of Notre Dame   1974 — 1978
Bachelor of Business Administration (BBA), International Finance, Spanish, German

Karen Klaene Karen Klaene Cincinnati Area Details
Karen Klaene's Fidelity Investments Experience April 2013 - Present
Job Testing and Reporting Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Veritude  July 2012 - December 2012
Huntington National Bank  2010 - 2011
JPMorgan Chase  August 2007 - March 2010
JPMorgan Chase  July 2003 - August 2007
Integrated Fund Services (Member of Western & Southern Financial Group)   January 2002 - July 2003
Integrated Fund Services (Member of Western & Southern Financial Group)   January 2000 - January 2002

Skills
Financial Reporting, Compliance, Internal Controls, Reconciliations, Client Service, Mutual Funds, Investments, Securities, Teamwork, Fund Accounting, Process Improvement, Financial Analysis, Excel, Expense Analysis, Project Management, Follow Through, Medical Billing, Problem Solving, ICD-9, Organized Multi-tasker, SEC filings, Pivot Tables, Vlookup

Education
Thomas More College
Bachelor of Arts, Accounting

Corey Morris Corey Morris Cincinnati Area Details
Corey Morris's Fidelity Investments Experience January 2005 - July 2010
Job Program & Project Manager
Industry Financial Services
Experience
Vantiv  August 2010 - Present
Fidelity Investments   January 2005 - July 2010
Fidelity Investments   March 2003 - December 2004
Fidelity Investments   August 2000 - February 2003
iHigh.com  January 1999 - May 2000

Skills
Oracle R12 Financials, PMI Trained, Project Portfolio..., Change Management, Microsoft Office, Microsoft SQL Server, Java, JavaScript, Program Management, Performance Management, Risk Management, Cost Benefit, Team Leadership, Requirements Management, Payment Industry, Six Sigma, Training Delivery, Leading Meetings, Test Planning, Data Flow, Business Process..., Process Flow, Managing Project Budgets, Capital Projects, Stakeholder Management, Issue Management, Project Management, Requirements Gathering, Budgets, Management

Education
Thomas More College   2006 — 2008
MBA, Business

University of Cincinnati   2001 — 2004
AS, IT (Software Engineering)

University of Kentucky   1996 — 2000
BS, Integrated Strategic Communication

Deirdre Oliver Deirdre Oliver Cincinnati Area Details
Deirdre Oliver's Fidelity Investments Experience February 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Council on Aging of Southwestern Ohio  August 2010 - August 2014
Fidelity Investments   November 2006 - February 2009
Fidelity Investments   October 2000 - October 2006
Fidelity Investments   December 1997 - September 1999
Meijer  May 1997 - December 1997
Dillard's Inc.   June 1996 - December 1996

Skills
Program Management, Business Process..., Quality Assurance, Legal Compliance, Network Administration, Provider Relations, Provider Network..., Service Providers, External Audit, Internal Audit, Financial Audits, Budget Monitoring, Root Cause Analysis, Corrective Actions, Disciplinary Action, Medicaid, Government Procurement, Non-profit..., Transaction Processing, Quality Auditing

Education
Thomas More College   2001 — 2006
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Thomas More College

David Burke, CFA® David Burke, CFA® Greater Chicago Area Details
David Burke, CFA®'s Fidelity Investments Experience October 2012 - Present
Job Vice President, Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   April 2008 - October 2012
Fidelity Investments   December 2006 - April 2008
Appalachian Trail  April 2006 - September 2006
Fidelity Investments   October 2003 - March 2006
Fidelity Investments   April 2000 - October 2003
Fidelity Investments   October 1997 - April 2000

Education
Thomas More College   1999 — 2001
Master, Business Administration

University of Kentucky   1993 — 1997
Bachelor of Arts, Communication

Jeff Nickell Jeff Nickell Dry Ridge, Kentucky Details
Jeff Nickell's Fidelity Investments Experience January 2005 - Present
Job Logistics Planning Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2005 - Present

Skills
Warehouse Management, Inventory Management, Process Improvement, PowerPoint, Microsoft Excel, Team Leadership, Cross-functional Team..., Oracle Applications, Resource Management, Shipping, High Pressure..., Associate Development, Project Management, Self-driven, Business Analysis, Customer Service, Requirements Analysis, SDLC, Strategic Planning, Leadership, Business Process..., Operations Management

Education
Thomas More College   2013 — 2017
Bachelor of Business Administration (B.B.A.), Currently attending TAP program

Shannon Gabbard MBA Shannon Gabbard MBA Cincinnati Area Details
Shannon Gabbard MBA's Fidelity Investments Experience June 2015 - Present
Job Wire Risk Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   February 2015 - June 2015
Fidelity Investments   August 2011 - February 2015
Fidelity Investments   November 2007 - August 2011
Verizon Wireless  May 2006 - October 2007
KET  January 2004 - May 2004

Skills
Risk Management, Process Improvement, Microsoft Office, Auditing, Data Entry, Internal Controls, Operational Excellence, Reconciliation, Problem Solving, Risk Mitigation, Money Transfer, Series 7, Series 63

Education
Thomas More College   2010 — 2011
Masters, MBA

University of Kentucky   1999 — 2004
B.S., Telecommunications

Tony Petrunin Tony Petrunin Dallas/Fort Worth Area Details
Tony Petrunin's Fidelity Investments Experience June 2009 - August 2010
Job Associate at RGL Advisors
Industry Investment Banking
Experience
RGL Advisors   June 2014 - Present
Ericsson  January 2012 - June 2014
Fidelity Investments   June 2009 - August 2010
TD Ameritrade  February 2009 - May 2009
Countrywide Home Loans  May 2007 - August 2008

Education
Duke Corporate Education   2012 — 2014
Leadership Developement

Thunderbird School of Global Management   2010 — 2011
MSc, Global Management

University of North Texas   2006 — 2010
B.A, Finance. International Business Certificate, Minor in Spanish, Dean's List Honors

Universitat Autònoma de Barcelona   2008 — 2009
International Business

Benjamin Donner Benjamin Donner Greater Salt Lake City Area Details
Benjamin Donner's Fidelity Investments Experience 2000 - 2008
Job Brighton Ventures, LLC
Industry International Trade and Development
Experience
Brighton Ventures, LLC   2008 - Present
Safe2Help   2014 - 2015
Public Engines  2010 - 2013
Fidelity Investments   2000 - 2008
ProMedix   1996 - 2000

Skills
International Relations, Leadership, Public Speaking, Investments, Strategic Planning, Negotiation, Business Strategy, Account Management, New Business Development, Business Development, Team Leadership, Team Building, Entrepreneurship, Sales, SaaS, Relationship Management, Business Planning, Marketing, Marketing Strategy, Start-ups, Product Management, Sales Management, Program Management, Strategy, Management, Market Research, Budgets, Product Development, Project Management, Customer Service, Cross-functional Team..., Strategic Partnerships, Management Consulting, Process Improvement, Business Analysis, Training, Operations Management, Competitive Analysis, Contract Negotiation, CRM, International Business, Leadership Development, Product Marketing, Direct Sales, Solution Selling, Lead Generation, Sales Process, International Sales, Sales Operations

Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Business

University of Phoenix
Bachelor of Science (BS), Business Finance - Emphasis in Economics, Statistics and Investments

Fernando Migliassi Fernando Migliassi Miami, Florida Details
Fernando Migliassi's Fidelity Investments Experience 2005 - 2005
Job Chief Marketing Officer at The Biochar Company
Industry Renewables & Environment
Experience
The Biochar Company   May 2014 - Present
Daniale   2010 - Present
The Biochar Company   January 2013 - April 2014
EcoTechnologies Group   2008 - 2009
BridgePoint Ventures LLC   2008 - 2008
BridgePoint Ventures LLC   2006 - 2007
Fidelity Investments   2005 - 2005
Fidelity Investments   2000 - 2004
Putnam Investments  1998 - 2000
Putnam Investments  1997 - 1998

Skills
Leadership, Marketing, Strategy, Entrepreneurship, Business Development, Sustainability, Equities, Management, Business Strategy, Strategic Partnerships, Investments, Product Management, Sales, Project Management, Portfolio Management, Analysis, Corporate Communications, Public Relations, Social Media

Education
Thunderbird School of Global Management   1994 — 1996
MBA, International Management

University of Massachusetts, Amherst   1984 — 1989
BA, Economics

The Aji Network   1999 — 2003
Leadership, Entreprenuership, Innovation and Power

Steve Fender Steve Fender Independence, Kentucky Details
Steve Fender's Fidelity Investments Experience March 2006 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   March 2006 - Present
Fidelity Investments   August 2005 - March 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Thomas More College   2013 — 2015

Chris Lytle Chris Lytle Cincinnati Area Details
Chris Lytle's Fidelity Investments Experience ITHP2000 - 2006
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   ITHP2000 - 2006
Procter and Gamble  1998 - 2005

Skills
Business Analysis, PMO, PMP, Project Portfolio..., Project Management, ITIL, Vendor Management, SDLC, Program Management, Software Project..., IT Management, Requirements Analysis, Project Delivery, Visio, IT Strategy, Requirements Gathering, Agile & Waterfall...

Education
Thomas More College

Scott Mozea Scott Mozea Independence, Kentucky Details
Scott Mozea's Fidelity Investments Experience September 1999 - August 2003
Job Purchasing Agent at Signature Hardware
Industry Import and Export
Experience
Signature Hardware  August 2014 - Present
Signature Hardware  January 2013 - August 2014
Schneller Heating, Air & Plumbing   September 2011 - January 2013
Brown Mackie College - Cincinnati  August 2010 - June 2011
Remke Markets  April 2009 - August 2010
Internal Revenue Service  January 2010 - July 2010
Citicards  June 2004 - March 2009
Fidelity Investments   September 1999 - August 2003

Skills
Problem Solving, Customer Service, Customer Retention, Marketing Communications, Sales Management, Microsoft Excel, PowerPoint, Training, Sales, Outlook, Project Management, Data Analysis, Analysis, Inventory Management, Team Leadership, Call Centers, Team Building, Leadership, Process Improvement

Education
Thomas More College   1995 — 1999
Bachelor, Business Administration

Barrett Driggett Barrett Driggett Cincinnati Area Details
Barrett Driggett's Fidelity Investments Experience August 2001 - October 2006
Job Senior Regional Sales Specialist
Industry Financial Services
Experience
Touchstone Investments  October 2006 - Present
Fidelity Investments   August 2001 - October 2006
Fidelity Investments   May 2000 - July 2001
Washington Mutual Finance  December 1998 - May 2000

Skills
Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Sales, Asset Management, Real Estate, Cincinnati Area Board..., National Association of...

Education
Thomas More College
B.A, Business Administration, Magna Cum Laude

University of Cincinnati
Associate, Business Finance

Michelle Reichert Michelle Reichert Cincinnati Area Details
Michelle Reichert's Fidelity Investments Experience December 2000 - Present
Job Sr. Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2000 - Present

Skills
Vendor Management, Relationship Management, Financial Services, Process Improvement, Outsourcing, Call Centers, Leadership, Business Process..., CRM, Banking, Project Management, Strategic Planning, Risk Analysis, Customer Service

Education
Canton High School   1989 — 1992

Thomas More College

Rick Weinert Rick Weinert Salt Lake City, Utah Details
Rick Weinert's Fidelity Investments Experience May 2006 - August 2008
Job Associate Director, Treasury Risk Control UBS Bank
Industry Banking
Experience
UBS  October 2014 - Present
Sallie Mae  June 2013 - October 2014
Sallie Mae  January 2010 - June 2013
Thunderbird School of Global Management  August 2008 - December 2009
Wescor, Inc.   June 2009 - August 2009
Fidelity Investments   May 2006 - August 2008

Skills
Financial Modeling, Risk Management, Financial Reporting, Finance, Bloomberg, Cash Management, Financial Analysis, Corporate Finance, Internal Controls, Financial Risk, Cash Flow, Banking, Portfolio Management

Education
Thunderbird School of Global Management   2008 — 2009
MBA, Finance & International Business

Utah State University - Jon M. Huntsman School of Business   2000 — 2004
B.S., Marketing

Kelli Gilbert Kelli Gilbert Cincinnati, Ohio Details
Kelli Gilbert's Fidelity Investments Experience July 2006 - March 2013
Job
Industry Financial Services
Experience
Greyhound Tavern   July 2015 - Present
Metropolitan Club - Greater Cincinnati   January 2014 - July 2015
Fidelity Investments   July 2006 - March 2013
Fidelity Investments   June 2001 - July 2006

Skills
Project Management, Strategic Communications, Coaching, Leadership Development..., Creative Solutions, Community Engagement, Marketing Communications, Leadership, Event Planning, Fundraising, Talent Management, Internal Communications, Philanthropy, Retail, Executive Coaching, Leadership Development, Strategy, Public Relations, Organizational...

Education
Thomas More College
Bachelor's Degree, Business Administration

Ernie Brady Ernie Brady Georgetown, Kentucky Details
Ernie Brady's Fidelity Investments Experience January 2001 - January 2008
Job
Industry Information Technology and Services
Experience
2trg  January 2009 - August 2011
Fidelity Investments   January 2001 - January 2008
Fidelity Investments   December 2003 - January 2007
Fidelity Investments   January 2001 - December 2003
FM Computers, Inc   January 1984 - January 2001

Skills
SDLC, Quality Assurance, Disaster Recovery, Program Management, PMP, Project Management, Staff Development, Software Quality..., Internal Communications, Key Account Management, Strategic Planning, Strategic Partnerships, Data Center, ITIL, Process Improvement, Strategy

Education
Thomas More College   1980 — 1984
BS, AA, AA, Bachelors of Computer Science, Associates in Math & Business, 3.0/4.0 GPA

Joseph Egloff Joseph Egloff Washington D.C. Metro Area Details
Joseph Egloff's Fidelity Investments Experience March 2000 - Present
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  July 2015 - Present
Fidelity Investments   March 2000 - Present

Skills
Series 7, Series 63, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Financial Planning, Finance, Relationship Management, Series 9/10

Education
Thomas More College

Dan Niehaus Dan Niehaus Cincinnati Area Details
Dan Niehaus's Fidelity Investments Experience March 1994 - Present
Job Workleader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 1994 - Present
AT&T  March 1984 - March 1994

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Leadership, Strategic Planning, Sales, Business Analysis, Financial Analysis

Education
Thomas More College   1980 — 1984

Holy Cross High School   1977 — 1980
Business Administration and Management, General

Brett Francis Brett Francis Greater Salt Lake City Area Details
Brett Francis's Fidelity Investments Experience July 2005 - June 2007
Job Investment Executive, Francis Financial Group
Industry Investment Management
Experience
Francis Financial Group   June 2007 - Present
Fidelity Investments   July 2005 - June 2007
Francis Financial Group   August 1997 - July 2005
Strata, Inc.   March 1996 - May 1997
US Senator Orrin G. Hatch   August 1990 - March 1996

Education
Thunderbird School of Global Management   1989 — 1990
MBA, International Business

University of Utah - David Eccles School of Business   1982 — 1988
B.S., Finance

Robert Iles Robert Iles Cincinnati Area Details
Robert Iles's Fidelity Investments Experience May 2006 - January 2014
Job Software Developer at Veritude
Industry Computer Software
Experience
Veritude  September 2014 - Present
Car-Part.com  January 2014 - August 2014
Fidelity Investments   May 2006 - January 2014

Skills
Unix, SQL, Oracle, Requirements Analysis, PL/SQL, Java, Business Analysis, Software Project..., Requirements Gathering, Process Improvement, C#, Visio, Databases, Microsoft SQL Server, Business Requirements, Spring, Tomcat, HTML, Web Services, Maven, JUnit, Enterprise Architecture, IT Strategy

Education
Northern Kentucky University   2009 — 2010
CIT, Computer Information Technology

Thomas More College   2004 — 2008

Cincinnati Christian University

Dinsmore, Jonathan Dinsmore, Jonathan Cincinnati Area Details
Dinsmore, Jonathan's Fidelity Investments Experience November 2008 - January 2013
Job Securities industry expertise
Industry Financial Services
Experience
Fifth Third Bank  April 2015 - Present
Fifth Third Bank  April 2013 - April 2015
Fidelity Investments   November 2008 - January 2013
Fidelity Investments   August 2007 - November 2008
Cincinnati Pool Management  April 2003 - October 2005

Skills
Series 7, Mutual Funds, Series 63, Financial Services, Investments, Retirement Planning, Retirement, Wealth Management, Equities, 401k, Fixed Income, Securities, Portfolio Management, Risk Management, Uniform Combined State..., Asset Allocation, Asset Managment, Strategic Financial...

Education
Thomas More College   2011 — 2012
Master of Business Administration (MBA)

University of Cincinnati   2001 — 2005
Bachelor of Arts (B.A.), Communication

Jenell Hubbard Jenell Hubbard Cincinnati Area Details
Jenell Hubbard's Fidelity Investments Experience January 2000 - January 2002
Job Vice President, Lending Cincinnati Development Fund
Industry Financial Services
Experience
Cincinnati Development Fund  June 2013 - Present
Financial Services Professional / Project Management Consultant   February 2013 - Present
Greater Cincinnati Energy Alliance  February 2012 - February 2013
Cincinnatians For Progress   July 2011 - December 2011
Fifth Third Bank  July 2006 - June 2010
US BANCORP  August 2004 - July 2006
GREAT AMERICAN ADVISORS   February 2003 - March 2004
Fidelity Investments   January 2000 - January 2002
CITICORP CREDIT SERVICES  January 1998 - January 2000

Skills
Financial Analysis, Financial Reporting, Strategic Planning, Portfolio Management, Accounting, Project Management, Program Management, Leadership, Credit, Investments, Financial Services, Banking

Education
Thomas More College
Bachelor’s Degree, BBA

Scot Herrmann Scot Herrmann Cincinnati Area Details
Scot Herrmann's Fidelity Investments Experience July 2014 - Present
Job Senior Manager, Executive Office
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   August 2012 - July 2014
Fidelity Investments   August 2008 - August 2012

Education
Thomas More College
MBA, Management

Thomas More College
Bachelor of Business Administration (BBA), Business Administration and Management, General

Lakewood High School

Richard Wadsworth Richard Wadsworth Cincinnati Area Details
Richard Wadsworth's Fidelity Investments Experience October 2012 - Present
Job Sr. Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Fidelity Investments   October 2003 - October 2012

Skills
CFCP, EMT, Business Continuity, Corporate Security, Emergency Management, Financial Services, Physical Security, Risk Management, Security Operations, Crisis Management, Operational Risk..., Fraud, Security Management, Risk Assessment, Private Investigations, Business Continuity..., Leadership, Team Building, Project Management, Process Improvement, Management, Operations Management, Customer Service, Security, Team Leadership

Education
Thomas More College   1998 — 2003
Bachelor of Arts (B.A.), Criminal Justice

Thomas More College   1998 — 2003
Bachelor of Arts (B.A.), Sociology

Thomas More College   1998 — 2003
Associate of Arts (A.A.), Business Administration

Greg Matzinger, CPIM Greg Matzinger, CPIM Cincinnati Area Details
Greg Matzinger, CPIM's Fidelity Investments Experience March 1999 - December 2008
Job Regional Logistics Manager North America, at Emery Oleochemicals LLC
Industry Logistics and Supply Chain
Experience
Emery Oleochemicals LLC  July 2010 - Present
Michelman Inc.  January 2009 - July 2010
Fidelity Investments   March 1999 - December 2008

Skills
Supply Chain, ERP, Forecasting, Production Planning, MRP, Manufacturing, SAP, Program Management, Six Sigma, Management, Project Planning, JD Edwards, Business Process..., Oracle E-Business Suite, Iso 9000, Internal Audit, APICS, Finance, Process Improvement, Cross-functional Team...

Education
Wilmington College   2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General

Thomas More College
Pursuing MBA, Business Administration and Management

Radenheimer, Charles Radenheimer, Charles Cincinnati Area Details
Radenheimer, Charles's Fidelity Investments Experience supervisorComair Airlines1987 - 1999
Job Brokerage Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   supervisorComair Airlines1987 - 1999

Education
Thomas More College   1995 — 2005

Dannielle Browne Dannielle Browne Cincinnati Area Details
Dannielle Browne's Fidelity Investments Experience 2006 - 2007
Job Paralegal at Union Savings Bank
Industry Financial Services
Experience
Union Savings Bank  April 2009 - Present
Fifth Third Bank  February 2008 - February 2009
Fifth Third Bank  February 2007 - February 2008
Fidelity Investments   2006 - 2007

Skills
Banking, Loans, Portfolio Management, Time Management, Mortgage Lending, Customer Service, Sales, Investments, Credit Analysis, Loan Origination

Education
Thomas More College
Bachelor’s Degree, Business Administration/Finance, 3.95

Jerri Floyd Jerri Floyd Cincinnati Area Details
Jerri Floyd's Fidelity Investments Experience September 1994 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1994 - Present

Skills
Business Analysis, Management, Risk Management

Education
Thomas More College   1988 — 1992
Accounting

Mary Anne Neuhaus Mary Anne Neuhaus Cincinnati Area Details
Mary Anne Neuhaus's Fidelity Investments Experience June 2008 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2008 - Present

Skills
Process Improvement, Business Analysis, PMP

Education
Thomas More College   1998 — 2001

Kevin Amon Kevin Amon Cincinnati Area Details
Kevin Amon's Fidelity Investments Experience May 2005 - Present
Job Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2005 - Present
Fifth Third Bank  July 2002 - May 2005
Cross Computers   June 2001 - July 2002

Skills
Mutual Funds, Risk Management, Financial Services, Business Analysis, Process Improvement, Program Management, Business Process..., Project Management

Education
Xavier University   2001 — 2003
MBA, Finance

Thomas More College   1997 — 2001
BS, Chemistry

Tim Lefebvre Tim Lefebvre Cincinnati Area Details
Tim Lefebvre's Fidelity Investments Experience Business ProfessorThomas More CollegeSeptember 2009 - Present
Job at Thomas More College
Industry Financial Services
Experience
Fidelity Investments   Business ProfessorThomas More CollegeSeptember 2009 - Present

Education
Thomas More College   2003 — 2005
MBA, Business

Jack Winward Jack Winward Greater Salt Lake City Area Details
Jack Winward's Fidelity Investments Experience July 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Winward Entertainment   July 1997 - Present
Fidelity Investments   October 2011 - June 2014
The Pros  2008 - September 2012
Financial Services Industry  June 2007 - November 2011
Fidelity Investments   2006 - 2007
Fidelity Investments   2003 - 2006
Fidelity Investments   2000 - 2003
Fidelity Investments   1998 - 2000

Education
Thunderbird School of Global Management   1996 — 1997
MIM, International Management, German, Finance

Utah State University   1989 — 1996
BA Accounting, Accounting, German, Norwegian, Swedish, Danish

Davis High School   1986 — 1989
Diploma, Business

Clint Brandner Clint Brandner Dallas/Fort Worth Area Details
Clint Brandner's Fidelity Investments Experience March 2014 - Present
Job Vice President at Fidelity Investments
Industry Printing
Experience
Fidelity Investments   March 2014 - Present
Fidelity Investments   March 2010 - March 2014
Fidelity Investments   January 2007 - April 2010
Fidelity Investments   October 2005 - December 2006
Fidelity Investments   April 2006 - October 2006
Fidelity Investments   March 2002 - March 2006
Fidelity Investments   May 1998 - February 2002

Skills
Analysis, Cross-functional Team..., Operations Management, Management, Process Improvement, Project Planning, Vendor Management, Business Analysis, Business Process..., Leadership, Program Management, Project Management, Customer Service, Six Sigma, Supply Chain, Strategy, Team Building, Strategic Planning, Product Development

Education
Thomas More College   1994 — 1998
BA, Business Administation

Doug Ashley Doug Ashley Cincinnati Area Details
Doug Ashley's Fidelity Investments Experience January 2001 - March 2009
Job Sales Consultant at AK Steel Corporation
Industry Financial Services
Experience
AK Steel Corporation  August 2014 - Present
North American Stainless  January 2011 - August 2014
Fidelity Investments   January 2001 - March 2009

Skills
Operations Management, Six Sigma, Process Improvement, Manufacturing, Customer Service, Inventory Management, Leadership, Continuous Improvement

Education
Thomas More College   1999 — 2002
Bachelor, Business Administration

Julie Yocum Julie Yocum Cincinnati Area Details
Julie Yocum's Fidelity Investments Experience September 2007 - Present
Job Project Manager Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2007 - Present
Fidelity Investments   2012 - 2012

Education
Thomas More College   2002 — 2006
Bachelor's, Business Administration

Walter Jones Walter Jones Cincinnati Area Details
Walter Jones's Fidelity Investments Experience September 2013 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   July 2004 - September 2013
Fidelity Investments   2000 - 2004

Skills
Process Improvement, Financial Services, Vendor Management, Business Analysis, Business Process..., Program Management, Risk Management, Project Management, Change Management, PMO, Call Centers, Project Portfolio..., Management Consulting, Management, Business Development, Account Management, Training, Outsourcing, Relationship Management, Cross-functional Team..., Operations Management, Banking, Analysis, Performance Management, SDLC, Strategy, Leadership, Six Sigma, Team Management, Team Leadership, Requirements Gathering, Team Building, Forecasting, Strategic Planning, Business Planning, Business Strategy, ERP, Budgets, Customer Service

Education
Thomas More College   2003 — 2005
Business

Holmes high school   1987 — 1991
High School

Kristi Frates Kristi Frates Sarasota, Florida Area Details
Kristi Frates's Fidelity Investments Experience July 2012 - Present
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Invest Financial, located at Gorham Savings Bank   July 2001 - July 2012
Merrill Lynch  July 2000 - July 2001
UNUM Life Insurance Co   February 1995 - July 2000

Skills
CRM software, Microsoft Office, Financial Planning, Investments

Education
Thunderbird School of Global Management   1994 — 1994
Masters of International Management, Finance

University of Notre Dame   1987 — 1991
B.A. in Government & International Studies

Gena Henderson Gena Henderson Lexington, South Carolina Details
Gena Henderson's Fidelity Investments Experience 1996 - 2006
Job Account Manager Global Accounts at Cintas
Industry Public Relations and Communications
Experience
Cintas  April 2014 - Present
Cintas  May 2012 - April 2014
Ryan Homes  April 2009 - May 2012
Fischer Homes  October 2008 - April 2009
Ryland Homes  2006 - 2008
Fidelity Investments   1996 - 2006
Nielsen Company  1993 - 1996

Skills
Leadership, Product Marketing, Marketing, Cross-functional Team..., Project Management, Customer Oriented, Customer Satisfaction, Sales Growth, Account Management, Competitive Analysis, Contract Negotiation, Customer Service, Lead Generation, Negotiation, Sales, Sales Management, Sales Process, Strategic Planning, Strategy, Time Management

Education
Thomas More College   2000 — 2003
Business Administration

Don Steck Don Steck Las Vegas, Nevada Area Details
Don Steck's Fidelity Investments Experience September 1986 - May 1989
Job Director Road Scholar Department at Dixie State University
Industry Higher Education
Experience
Dixie State University  November 2001 - Present
St. George International (SGI)   May 1990 - November 2001
Zion View Ostrich Ranch   February 1997 - January 1998
Fidelity Investments   September 1986 - May 1989

Skills
Conversational Japanese

Education
Thunderbird School of Global Management   1989 — 1990
Master of International Management

University of Utah   1982 — 1987
Bachelor of Arts, Marketing, Japanese (Minor)

Tina Carson Tina Carson Cincinnati Area Details
Tina Carson's Fidelity Investments Experience June 2007 - Present
Job Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2007 - Present
Western & Southern Financial   2005 - 2007
Western & Southern Financial Group  September 2004 - June 2005
Union Central  July 2003 - September 2004

Skills
Financial Services, Management, Business Analysis, Mutual Funds, Customer Service, Leadership, 401k, Market Research, Retirement, Risk Management

Education
Thomas More College   2004 — 2006
MBA, Business

University of Cincinnati College of Business   1997 — 2003
BBA, Management

Douglas Ruberg Douglas Ruberg Cincinnati Area Details
Douglas Ruberg's Fidelity Investments Experience November 2005 - March 2012
Job Communications Consultant at Fidelity
Industry Financial Services
Experience
Fidelity  March 2012 - Present
PAR LLC   August 2004 - Present
Fidelity Investments   November 2005 - March 2012
DeepDish LLC   June 2000 - July 2002
Fidelity Investments   May 1995 - May 2000

Skills
Business Analysis, New Business Development, Problem Solving, Data Analysis, PowerPoint, P&L Management, Customer Relations, Client Relationship..., Trust, Idea Generation, Ideation, Futuristic, Relator, Customer Service, Management, CRM

Education
Thomas More College   1989 — 1992
BSBA) BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION

Covington Catholic High School   1984 — 1988
College Prep

St Agnes   1976 — 1983

Bud Satchell Bud Satchell Cincinnati Area Details
Bud Satchell's Fidelity Investments Experience January 1992 - Present
Job Senior Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 1992 - Present
Fidelity Investments   1994 - 2004
Cowen & Co  1978 - 1991

Skills
Financial Services, Fixed Income, Equities, Risk Management, Process Improvement, Vendor Management, Portfolio Management, Business Analysis, Investments, Banking, Financial Analysis, Trading, Derivatives, Series 7, Operations Management

Education
Thomas More College   2000 — 2000
MBA, Business Administration

Doug Yerkes Doug Yerkes Cincinnati Area Details
Doug Yerkes's Fidelity Investments Experience September 1993 - February 2011
Job Community based outreach
Industry Hospitality
Experience
Therapy Smiles   December 2013 - Present
MAOC   June 1993 - Present
Fidelity Investments   September 1993 - February 2011
Phoenix Financial Services  April 1989 - August 1993
Prudential  February 1987 - March 1989
ADP Dealer Services  September 1973 - December 1986

Skills
Investments, Series 7, Retirement Planning, Event Planning, Mergers & Acquisitions, Call Center, Start-ups, Deferred Compensation, 401k, Insurance, Qualified Retirement..., Management, Leadership, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Budgets, Forecasting, Marketing Strategy, Purchasing, Operations Management, Project Management, Business Process..., Customer Satisfaction, Customer Retention, P&L Management, Job Coaching

Education
Thomas More College   2005 — 2008
Bachelor Arts, Business concentration in Finance

Grace Revis Grace Revis Cincinnati Area Details
Grace Revis's Fidelity Investments Experience October 1992 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 1992 - Present

Skills
Business Analysis, Process Improvement

Education
Thomas More College
Bachelor's degree, Microcomputer Application Systems

James Edgar, MBA James Edgar, MBA Cincinnati Area Details
James Edgar, MBA's Fidelity Investments Experience May 1997 - December 2002
Job Title Representative at 360 American Title Services
Industry Banking
Experience
360 American Title Services   March 2015 - Present
Cheviot Savings Bank  2011 - Present
Franklin Savings  March 2010 - August 2011
USBank  January 2007 - March 2009
USBank  January 2003 - December 2006
Fidelity Investments   May 1997 - December 2002

Skills
Coaching, Customer Service, Customer Engagement, Communication, Interpersonal Skill, Research and Planning, Management, Operations Management, Change Management, Sales Management, Risk Management, Banking

Education
Thomas More College   2000 — 2002
MASTERS, BUSINESS ADMINISTRATION

University of Cincinnati College of Business   1994 — 1997
BBA, Finance and Management

Steve Nienaber Steve Nienaber Kansas City, Kansas Details
Steve Nienaber's Fidelity Investments Experience 1987 - 1998
Job Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   December 2003 - Present
American Century Investments  1998 - 2003
Fidelity Investments   1987 - 1998

Education
University of Kansas City - Missouri
Certified Financial Planner (CFP)

Thomas More College
Bachelor's Degree, Business Administration and Management, General; Computer Science

Scott Widener Scott Widener Cincinnati Area Details
Scott Widener's Fidelity Investments Experience September 1995 - August 1997
Job Marketing Consultant at The O.N. Equity Sales Company
Industry Banking
Experience
The O.N. Equity Sales Company   April 2014 - Present
HILLARD LYONS   April 2008 - May 2012
WACHOVIA SECURITIES  December 2005 - March 2008
PNC BROKERAGE/HILLIARD LYONS   December 1998 - December 2005
STAR BANK  January 1998 - December 1998
Fidelity Investments   September 1995 - August 1997
United States Marine Corps  August 1987 - June 1992

Skills
Investments, Asset Allocation, Securities, Finance, Economics, Sales Operations, Investment Strategies, Competitive Analysis, Trading, Financial Advisory, Management, Options, Bonds, Sales

Education
Thomas More College   2000 — 2003
BBA, Business Administration and Management, General

Reanne Napoli Reanne Napoli Cincinnati Area Details
Reanne Napoli's Fidelity Investments Experience October 2007 - Present
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present
Beneficial Financial Group  2001 - 2007

Education
Thomas More College
Bachelor of Business Administration

M Kathy McPherson M Kathy McPherson Hebron, Kentucky Details
M Kathy McPherson's Fidelity Investments Experience July 2008 - Present
Job Customer Service Specialist
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present
Home  July 2003 - July 2009
Great American Financial Resources  October 1993 - March 2003
General Electric  1985 - 1993

Skills
Documentation, Unix, Customer Service, Troubleshooting, SQL, Software Documentation, Help Desk Support

Education
Thomas More College
Bachelor of Business Administration (B.B.A.)

Thomas More College
Bachelor of Business Administration (BBA), Accounting and Sociology

Dan Niehaus Dan Niehaus Cincinnati Area Details
Dan Niehaus's Fidelity Investments Experience September 1994 - Present
Job Supervisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1994 - Present
AT&T  February 1984 - May 1994

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Thomas More College   1980 — 1985

Holy Cross High School   1977 — 1980
Diploma, Business Administration and Management, General

Rene Edmondson Rene Edmondson Cincinnati Area Details
Rene Edmondson's Fidelity Investments Experience April 1996 - April 2012
Job Semiretied at Home
Industry Financial Services
Experience
Home  May 2012 - Present
Fidelity Investments   April 1996 - April 2012
Fidelity Investments   April 1994 - August 1996
Internal Revenue Service  February 1992 - April 1994

Education
Thomas More College   2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Thomas More College
Business Administration and Management, General

Nicole Ives Nicole Ives Cincinnati Area Details
Nicole Ives's Fidelity Investments Experience May 2015 - Present
Job Bank Services at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   July 2011 - May 2015
Fidelity Investments   June 2007 - July 2011
Western-Southern Life Insurance Company  May 2005 - June 2007
Western-Southern Life Insurance Company  November 2002 - May 2005

Education
Thomas More College
Bachelor of Business Administration (BBA)

Ryan Wehner, MBA Ryan Wehner, MBA Cincinnati Area Details
Ryan Wehner, MBA's Fidelity Investments Experience February 2014 - Present
Job Brokerage Operations Manager
Industry Financial Services
Experience
Fidelity Investments   February 2014 - Present
Fidelity Investments   January 2004 - February 2014

Skills
Competitive Analysis, Strategic Planning, Research, Change Management, Organizational..., Organizational Design, Organizational..., Negotiation, Financial Reporting, Financial Analysis, Guitar, Planning, Project Planning

Education
Thomas More College   2009 — 2011
MBA

Thomas More College   2005 — 2009
Business Administration, Finance

Penny New Penny New United States Details
Penny New's Fidelity Investments Experience May 2001 - November 2003
Job Regulatory Affairs Specialist at Cincinnati Children's Hospital Medical Center
Industry Hospital & Health Care
Experience
Cincinnati Children's Hospital Medical Center  August 2013 - Present
Drs. Fagedes and Garrity   May 2000 - Present
Cincinnati Children's Hospital Medical Center  September 2011 - August 2013
Cincinnati Children's Hospital Medical Center  February 2006 - September 2011
Fidelity Investments   May 2001 - November 2003
Novamed  October 1998 - May 2000
Diversified Ophthalmics, Inc.   October 1995 - October 1998

Skills
Hospitals, Clinical Research, Healthcare, Radiology, Training, Policy, Epic Systems, EMR, Healthcare Information..., Healthcare Management, Pediatrics, PACS, Medicine, EHR, Physician Relations

Education
Thomas More College   2007 — 2011
Bachelors in Business Administration, Business Administration and Management, General, Cum Laude

Craig Brammer Craig Brammer Bentonville, Arkansas Details
Craig Brammer's Fidelity Investments Experience November 2006 - August 2008
Job Senior ManagerMultiChannel Strategy & Innovation
Industry Retail
Experience
Walmart  March 2015 - Present
Walmart  May 2013 - March 2015
Thunderbird School of Global Management  January 2012 - May 2013
Inter-American Development Bank/Thunderbird for Good   May 2011 - August 2011
Fisher Investments  August 2008 - August 2010
Fidelity Investments   November 2006 - August 2008
America First Credit Union  August 2004 - November 2006

Skills
Spanish, Marketing Strategy, Investments, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Risk Management, Financial Services, Market Research, Corporate Finance, CRM, Banking, Asset Managment, Strategic Financial..., Economics, Business Strategy, Business Analysis, Data Analysis, Credit, Analysis, Sales, Leadership, Entrepreneurship, Business Intelligence, Management, Strategy, Strategic Planning, Management Consulting, Team Management, Competitive Analysis, Business Planning, International Business, Market Analysis, Program Development, Team Leadership

Education
Thunderbird School of Global Management   2010 — 2011
Masters Business Administration, International Management

University of Utah   2004 — 2006
Bachelor of Science, Economics

Evan McDermott Evan McDermott Cincinnati Area Details
Evan McDermott's Fidelity Investments Experience August 1997 - January 2002
Job Quality Assurance Analyst at iSqFt
Industry Computer Software
Experience
iSqFt  November 2012 - Present
Construction Software Technologies  February 2010 - Present
Construction Software Technologies  February 2008 - February 2010
Construction Software Technologies  July 2006 - February 2008
Fifth Third Bank  July 2005 - July 2006
The Center for Holocaust and Humanity Education   August 2004 - January 2005
Fidelity Investments   August 1997 - January 2002

Skills
Management, Telecommunications, Software Development

Education
University of Kentucky   2008 — 2011
Masters, Library and Information Science

Thomas More College   2001 — 2005
Bachelors, History

Thomas More College   1997 — 2001
Associates, Microcomputer Application Systems

Kelli Guenther Kelli Guenther Cincinnati Area Details
Kelli Guenther's Fidelity Investments Experience August 1997 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 1997 - Present

Education
Thomas More College
Bachelor of Business Administration (BBA), Business Administration and Management, General

Ethan Kirby Ethan Kirby Maineville, Ohio Details
Ethan Kirby's Fidelity Investments Experience October 2005 - Present
Job Financial Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2005 - Present
United States Marine Corps  April 1998 - August 2002

Education
Thomas More College   2011 — 2013
Business Administration

University of Cincinnati-Raymond Walters College   2006 — 2011

Lauren McDermott Lauren McDermott Cincinnati Area Details
Lauren McDermott's Fidelity Investments Experience March 2014 - Present
Job Defined Contribution/401k at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   March 2014 - Present
U.S. Bank   March 2012 - Present
Fifth Third Bank  September 2013 - November 2013
U.S. Bank   September 2010 - March 2012
U.S. Bank   September 2008 - September 2010
Limited Brands  September 2006 - September 2008
Fifth Third Bank  October 2005 - September 2006

Skills
Operations Management, Commercial Banking, Retail Banking, Merchant Services, Treasury Management, Customer Service, Project Coordination, Microsoft Office, Siebel, Banking, Relationship Management, Small Business Lending, Financial Analysis, Credit

Education
Thomas More College
Master of Business Administration (MBA)

Thomas More College
Bachelor of Business Administration (BBA), Finance, General

Bea Mullins Bea Mullins Dry Ridge, Kentucky Details
Bea Mullins's Fidelity Investments Experience August 2011 - Present
Job retired at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2011 - Present

Education
Grant Cty High School

Thomas More College
Business Administration and Management, General

Anthony Suwinski Anthony Suwinski Burlington, Kentucky Details
Anthony Suwinski's Fidelity Investments Experience December 2011 - April 2013
Job MBA
Industry Financial Services
Experience
Fifth Third Bank  February 2014 - Present
Fidelity Investments   December 2011 - April 2013
Fidelity Investments   2005 - 2013

Skills
401k, Investments, Portfolio Management

Education
Thomas More College   2012 — 2014
MBA, Finance

Thomas More College   2009 — 2012
Bachelor's degree, Finance, General

Lee Hamm Lee Hamm Cincinnati Area Details
Lee Hamm's Fidelity Investments Experience July 2013 - Present
Job Financial services representative
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Cabinet for Health & Family Servces   2012 - 2013

Education
Thomas More College   2007 — 2011
Bachelor of Arts (B.A.), Psychology

Julie Yocum Julie Yocum Independence, Kentucky Details
Julie Yocum's Fidelity Investments Experience September 1993 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1993 - Present

Education
Thomas More College   2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.9

Evan Bryan Evan Bryan United States Details
Evan Bryan's Fidelity Investments Experience July 2011 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2011 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, Marketing, Design, iMovie, Final Cut Pro

Education
Thomas More College   2007 — 2011
Bachelor's degree, Finance, General

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