Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments supervisorComair Airlines1987 - 1999
Education
Thomas More College 1995 — 2005
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
Fidelity Investments September 1994 - Present
Skills
Business Analysis, Management, Risk Management
Education
Thomas More College 1988 — 1992
Accounting
Fidelity Investments June 2008 - Present
Skills
Process Improvement, Business Analysis, PMP
Education
Thomas More College 1998 — 2001
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
Fidelity Investments Business ProfessorThomas More CollegeSeptember 2009 - Present
Education
Thomas More College 2003 — 2005
MBA, Business
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
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
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
Fidelity Investments September 2007 - Present
Fidelity Investments 2012 - 2012
Education
Thomas More College 2002 — 2006
Bachelor's, Business Administration
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
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
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
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)
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
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
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
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
Fidelity Investments October 1992 - Present
Skills
Business Analysis, Process Improvement
Education
Thomas More College
Bachelor's degree, Microcomputer Application Systems
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
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
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
Fidelity Investments October 2007 - Present
Beneficial Financial Group 2001 - 2007
Education
Thomas More College
Bachelor of Business Administration
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
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
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
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)
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
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
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
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
Fidelity Investments August 1997 - Present
Education
Thomas More College
Bachelor of Business Administration (BBA), Business Administration and Management, General
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
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
Fidelity Investments August 2011 - Present
Education
Grant Cty High School
Thomas More College
Business Administration and Management, General
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
Fidelity Investments July 2013 - Present
Cabinet for Health & Family Servces 2012 - 2013
Education
Thomas More College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Fidelity Investments September 1993 - Present
Education
Thomas More College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.9
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