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
Timothy Zhang Timothy Zhang Sugar Land, Texas Details
Timothy Zhang's Fidelity Investments Experience May 2015 - Present
Job End User Computing Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2015 - Present
Trinity University  May 2014 - December 2014
Hua Sheng Academy   January 2011 - November 2011

Skills
HTML, Programming, Microsoft Office, Web Design, SQL, Oracle SQL Developer, WinForms, Operating Systems, MySQL, C#, CSS, PHP, Video Editing, Windows, Linux, English, C, Software Installation, Computer Hardware, Public Speaking, Scala, Windows Server, C++, Visual C++, Community Outreach, Reporting, IT Service Management

Education
Trinity University   2012 — 2016
Computer Science

William P Clements High School   2008 — 2012

Laura Van Loan Laura Van Loan Greater Chicago Area Details
Laura Van Loan's Fidelity Investments Experience October 2000 - September 2002
Job Senior Associate at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  April 2009 - Present
Apex Capital, LLC  February 2003 - March 2008
Fidelity Investments   October 2000 - September 2002
Institute of Economic Affairs - London  January 1999 - July 1999

Skills
Hedge Funds, Fund Of Funds, Investments, Performance Reporting, Executive Reporting, Research, Trade Support, Compliance Support, Fund Accounting Support, Operations Management, Data Analysis, Investor Relations..., Asset Management, Trading, Financial Services, Alternative Investments, Portfolio Management, Asset Managment, Advent, Class Actions, Valuation, Bloomberg, Fixed Income, Leadership

Education
Trinity College-Hartford   1996 — 2000
Bachelor of Arts (B.A.), Economics

Brookfield Academy
High School Diploma

Dr. Joseph Stroud Dr. Joseph Stroud Dallas/Fort Worth Area Details
Dr. Joseph Stroud's Fidelity Investments Experience September 2006 - Present
Job Adjunct Professor at Northwood University
Industry Financial Services
Experience
Northwood University  August 2015 - Present
National Black MBA Association, Dallas Chapter   January 2014 - Present
Fidelity Investments   September 2006 - Present
United States Air Force  December 1985 - July 2006
Self Employed  January 2001 - June 2005

Skills
Business Strategy, Financial Modeling, Business Development, Business Planning, Financial Markets, Strategic Financial..., College Teaching, University Teaching, Portfolio Management, Analysis, Strategy, Strategic Planning, Investments, Program Management, Finance, Financial Services, Leadership, Financial Planning, Management

Education
Trident University International   2010 — 2014
Doctor of Philosophy (Ph.D.), Finance

Trident University International   2001 — 2003
Master of Business Administration (MBA), Business/Commerce, General

University of Maryland   1992 — 1995
Bachelor's Degree, Accounting

Carroll High School

John Finnell John Finnell Roanoke, Texas Details
John Finnell's Fidelity Investments Experience September 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Trinity University  August 2013 - Present
Vector Marketing  May 2012 - September 2012
Vector Marketing  May 2011 - September 2012

Skills
Sales, Financial Analysis, Forecasting, Finance, Sales Management, Economics, Team Management, Recruiting, Sales Rep Training, Portfolio Management, Stock Research, Investment Strategies, Investment Management, Stock Picking, Equity Research, Equity Valuation, Financial Statement..., Financial Forecasting, Cash Flow Forecasting

Education
Trinity University   2010 — 2014
Bachelor of Science (BS), Business Finance

Trinity University   2010 — 2014
Bachelor of Arts (B.A.), Economics

John LaVanway John LaVanway Dallas/Fort Worth Area Details
John LaVanway's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
KINETICAL SPORTS   September 2014 - December 2014
RideNow Powersports  May 2014 - August 2014
Trinity University  August 2010 - May 2014
Trinity University  2010 - May 2014
Standard of Athletics (SOA)   August 2013 - December 2013
MassMutual Financial Group (The Dollarhide Financial Group LLC)   May 2012 - August 2012

Skills
Sports Management, Marketing, Investments, Event Management, Microsoft Excel, Finance, Business Development, Business Analysis, Sports Marketing, Managerial Finance, Financial Services, International Economics, Marketing Strategy, International Business, International Business..., College Basketball, Basketball Coaching, General Insurance

Education
Trinity University   2010 — 2014
Bachelor's Degree, Business Finance(major), Sports Management (minor), Graduate

Brophy College Preparatory, Phoenix, AZ   2006 — 2010
High School

John O'Callaghan, CFA John O'Callaghan, CFA Greater Boston Area Details
John O'Callaghan, CFA's Fidelity Investments Experience July 2014 - Present
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   July 2014 - Present
GMO  March 2009 - December 2013
Oechsle International Advisors LLC   July 2004 - March 2009
Putnam Investments  July 1998 - June 2004
Hotchkis and Wiley Capital Management  October 1997 - July 1998
Bank of Ireland Asset Management  September 1987 - September 1997

Skills
Hedge Funds, Equities, Management, Fixed Income, Portfolio Management, Bloomberg, Marketing, Product Marketing, Investment Management, Investments, Mutual Funds, Alternative Investments, Investment Strategies

Education
Trinity College, Dublin
BAI, MA, Computer Engineering

Maria Marshall Maria Marshall Greater Los Angeles Area Details
Maria Marshall's Fidelity Investments Experience March 2013 - Present
Job Board Certified Holistic Health Coach
Industry Health, Wellness and Fitness
Experience
Kahinos Holistic Health   November 2013 - Present
Fidelity Investments   March 2013 - Present
Western International Securities  May 2012 - February 2013
T. Rowe Price  October 2009 - April 2012
T. Rowe Price  October 2006 - October 2009
T. Rowe Price  January 2006 - October 2006
T. Rowe Price  July 2005 - January 2006

Skills
Health Coaching, Wellness, Public Speaking, Lifestyle, Nutrition, Cooking, Blogging, Marketing

Education
Institute for Integrative Nutrition   2013 — 2014
Health Coach Certification

Towson University   2000 — 2004
Mass Communication, Advertising / Marketing

Thomas Witecki Thomas Witecki San Antonio, Texas Details
Thomas Witecki's Fidelity Investments Experience August 2015 - Present
Job Student at Trinity University
Industry Computer Software
Experience
Fidelity Investments   August 2015 - Present
Trinity University  August 2013 - May 2015
Fidelity Investments   May 2014 - August 2014

Skills
Computer Science, Computer Security, C, C#, Java, Scala, Haskell, HTML, Eclipse, NetBeans, Solidworks, Rhino 3D, Software Engineering, Bash, OOP, Git, Data Structures, JUnit, Ubuntu, JSON, Visual Studio, MySQL, HTML 5

Education
Trinity University   2013 — 2015
Computer Science

University of Washington   2011 — 2013

Samuel Maranto Samuel Maranto Greater Boston Area Details
Samuel Maranto's Fidelity Investments Experience December 2005 - February 2009
Job Partner, Account Executive at Aon
Industry Financial Services
Experience
Aon Hewitt  April 2013 - Present
Financial Engines  December 2009 - April 2013
Fidelity Investments   December 2005 - February 2009
Fidelity Investments   September 2000 - December 2005
The Vanguard Group  October 1997 - September 2000
Mercer  January 1992 - October 1997

Education
Towson University   1985 — 1989
BS

FINRA General Securities Principal
Series 7, 24

Robert V. Schneider Robert V. Schneider Greater New York City Area Details
Robert V. Schneider's Fidelity Investments Experience June 2000 - January 2002
Job Assistant Vice President, Marketing at Transamerica Retirement Solutions
Industry Marketing and Advertising
Experience
Transamerica Retirement Solutions  July 2012 - Present
Schneider Communications  September 2010 - July 2012
MetLife  April 2011 - December 2011
Prudential Financial  December 2004 - October 2010
CIGNA  May 2002 - December 2004
Fidelity Investments   June 2000 - January 2002
MassMutual Financial Group  June 1999 - June 2000
The Hartford  April 1992 - June 1999
The Hartford  January 1989 - April 1992
Self-Employed  January 1982 - January 1989

Skills
Marketing Strategy, Copywriting, Social Media, B2B, Thought Leadership, Budgeting, Corporate Communications, Email Marketing, Direct Mail, Marketing Communications, Internal Communications, Advertising, Brand Development, Direct Marketing, Digital Marketing, Social Media Marketing, Online Marketing, Public Relations, Lead Generation, Strategic Planning, Market Research, Marketing Management, Creative Development, Customer Relations, Product Marketing, Budget Management, Media Relations, New Business Development, Social Networking, Writing, Public Speaking, Promotions, Press Releases, Event Management, Account Management, Corporate Branding, Strategic Communications, Marketing Research, Facebook, Budgets, Creative Direction, Marketing, Customer Service, Business Development, Newsletters, CRM, Management, Project Management, Web Content, Leadership

Education
Medill School of Journalism - Northwestern University   2013 — 2016
Master of Science (MS), Integrated Marketing Communications

Trinity College-Hartford   1975 — 1981
BA, History

Jared Kazanovicz Jared Kazanovicz San Francisco Bay Area Details
Jared Kazanovicz's Fidelity Investments Experience May 2007 - August 2008
Job Account Manager at Wayfair
Industry Online Media
Experience
Wayfair  September 2015 - Present
Wheelhouse Enterprises  January 2013 - Present
InstallMonetizer   September 2011 - November 2012
G2 Worldwide  May 2010 - September 2011
Sierra Proto Express  August 2009 - April 2010
Fidelity Investments   May 2007 - August 2008

Skills
Microsoft Office, Quality Assurance, Advertising Sales, Sales Process, Coaching, Teaching, Business Networking, Interviewing, Internet, Internal Communications, Business Communications, New Business Development, Business Strategy, Business Analysis, Business Development, Photoshop, Recruiting, Management, Social Media, Email Marketing, Marketing, Online Marketing, Online Advertising, Strategy, Project Management, Social Media Marketing, Lead Generation, Digital Marketing, Salesforce.com, Marketing Strategy, Strategic Partnerships

Education
Trinity College-Hartford   2005 — 2009
BS, Computer Science and English

Reading Memorial High School   2001 — 2005

Amanda Kennedy Amanda Kennedy Seattle, Washington Details
Amanda Kennedy's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
TIAA-CREF  October 2013 - May 2015
Guggenheim Partners  November 2012 - June 2013
New York School of Career and Applied Sciences   June 2011 - May 2013
Terrier Tri LLC   August 2011 - February 2013
Bowne  October 2006 - May 2010
Capital Systems  2006 - 2008
Ricoh  October 2004 - October 2006

Skills
Account Management, New Business Development, Advertising, Business Development, Solution Selling, Sales Management, Sales, Lead Generation, Marketing, Marketing Strategy, Training, Team Leadership, Financial Services

Education
Towson University   2000 — 2004
Marketing, Advertising; Creative; Brand Management

Columbia High School

Kristin Quillen Kristin Quillen Greater Philadelphia Area Details
Kristin Quillen's Fidelity Investments Experience 2006 - 2007
Job Vice President
Industry Banking
Experience
J.P. Morgan   November 2007 - Present
Fidelity Investments   2006 - 2007
T Rowe Price  2005 - 2006

Skills
Series 7, Mutual Funds, Asset Management, Series 63, Investments, Equities, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Financial Analysis, Alternative Investments, Risk Management, Retirement Planning, Investment Strategies, Retirement, Estate Planning, Fixed Income, Employee Benefits, Traditional and Agile...

Education
Widener University   2010 — 2013
Master of Science in Taxation and Financial Planning

Towson University   2001 — 2005
Bachelor of Science, Chemistry

Katelynn Rouse Katelynn Rouse Dallas, Texas Details
Katelynn Rouse's Fidelity Investments Experience October 2012 - June 2013
Job SEM Analyst at ReachLocal
Industry Marketing and Advertising
Experience
ReachLocal  April 2015 - Present
ReachLocal  March 2014 - April 2015
ReachLocal  June 2013 - February 2014
Fidelity Investments   October 2012 - June 2013
AXA Advisors  April 2012 - September 2012
Kate's Frosting   August 2008 - August 2011
Gap Inc  June 2009 - August 2010
Premier Care  May 2008 - August 2008
Tri-County Pool Service   September 2002 - August 2007

Skills
Social Media, Customer Service, Social Media Marketing, Facebook, Marketing, Editing, Sales, Microsoft Office, Microsoft Excel, Management, Inventory Management, Online Marketing

Education
Trinity University   2007 — 2011
Bachelor of Arts, English, Sociology

Trinity University   2007 — 2011
Peer Tutor

Jon Metcalfe Jon Metcalfe Greater Salt Lake City Area Details
Jon Metcalfe's Fidelity Investments Experience January 2006 - September 2014
Job GS
Industry Financial Services
Experience
Goldman Sachs  September 2014 - Present
Fidelity Investments   January 2006 - September 2014

Skills
Series 7, Uniform Combined State..., Investments, Series 63, High Net Worth..., Mutual Funds, Relationship Management, Equities, Alternative Investments, Financial Services, Series 66

Education
Thunderbird School of Global Management   2012 — 2014
Master of Business Administration (M.B.A.), Global Master of Business Administration

University of Utah   2000 — 2005
Bachelor's degree, International/Global Studies

University of Utah   2000 — 2005
Bachelor's Degree, Asian Studies

university of utah   2000 — 2005
Bachelor's Degree, History

Tad Floyd Tad Floyd Cincinnati Area Details
Tad Floyd's Fidelity Investments Experience October 2005 - December 2009
Job Branch Manager/Business Development
Industry Banking
Experience
US Bank  April 2013 - Present
Citi  December 2010 - April 2013
Fidelity Investments   October 2005 - December 2009

Skills
Leadership Development, Coaching, Leadership, Customer Service, Team Building, Strategic Planning, Finance, Sales, Business Development, Business Strategy, New Business Development, Banking, Management, Financial Analysis, Credit, Commercial Lending

Education
Northern Kentucky University   2007 — 2012
Bachelor, Business Administration and Management, General

Troy University   2008 — 2010

Shaun Stuer Shaun Stuer New York, New York Details
Shaun Stuer's Fidelity Investments Experience May 2010 - August 2010
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting  August 2013 - Present
First Year Office, Trinity College   July 2011 - May 2013
Trinity Cycling and Triathlon Club, Trinity College   October 2010 - May 2013
Trinity College  October 2010 - May 2013
The Bank of New York Mellon  June 2011 - August 2011
Loomis Chaffee School  October 2009 - July 2011
Trinity College  October 2010 - May 2011
Fidelity Investments   May 2010 - August 2010

Skills
Public Speaking, Strategy, PowerPoint, Research, Microsoft Office, Microsoft Excel, Program Management, Microsoft Word, Training

Education
Trinity College-Hartford   2009 — 2013
B.A., Public Policy and Law

Phillips Academy   2005 — 2009

Patrick Cruz Patrick Cruz Dallas/Fort Worth Area Details
Patrick Cruz's Fidelity Investments Experience June 2015 - Present
Job Financial Representative as part of Fidelity Financial Consultant Program
Industry Investment Management
Experience
Fidelity Investments   June 2015 - Present
Pasadera Capital Investment Bank   December 2014 - May 2015
Trinity University  August 2014 - December 2014
Trinity University  August 2014 - December 2014
Fidelity Investments   June 2014 - August 2014
Cistercian Preparatory School  June 2013 - July 2013
ExxonMobil  June 2010 - August 2010
Student Conservation Association  June 2010 - August 2010

Skills
Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Finance, Process Consulting, Tableau, VMware, Scala, R, Agile Methodologies, SAP, Microsoft Office, WordPress, Operations Management, IT Operations, Sports, Social Media, Software Project..., Lean Manufacturing, Lean Operations, Database Design, Consulting

Education
Trinity University   2011 — 2015
Double Majoring in Finance and Operations Research

Cistercian Preparatory School   2002 — 2011
High School

Daria Siegelman Daria Siegelman Boston, Massachusetts Details
Daria Siegelman's Fidelity Investments Experience July 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   June 2013 - August 2013
Fidelity Investments   June 2012 - August 2012

Education
Trinity College-Hartford   2010 — 2014
Bachelor of Arts (BA), Political Science

Tim Nash, CFA, CAIA Tim Nash, CFA, CAIA Greater Boston Area Details
Tim Nash, CFA, CAIA's Fidelity Investments Experience 1991 - 2002
Job Citigroup Private Bank
Industry Investment Management
Experience
Citigroup Private Bank  August 2015 - Present
US Trust, Bank of America Corp.   April 2003 - August 2015
Fidelity Investments   1991 - 2002
Business Associates Club   1991 - 2001

Skills
Liability Driven..., Collaboration &..., Conveying the Complex,..., Asset Management, Portfolio Management, Investments, Asset Managment, Investment Management, Alternative Investments, Pensions, Mutual Funds, Retirement Planning, Investment Advisory, Bonds, Equities, ETFs, Capital Markets, Investment Strategies, Retirement, Hedge Funds, Asset Allocation, Wealth Management, Fixed Income, LDI

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA, Managerial Control of Business Ventures

Trinity College-Hartford   1980 — 1984
BA, Economics and Computer Science

Noble and Greenough School   1976 — 1980
Diploma, Physics, BC Calculus, Computer Science, Economics, Solar Energy

Dan Kenady Dan Kenady Cincinnati Area Details
Dan Kenady's Fidelity Investments Experience 1997 - 1998
Job SVP, Senior Portfolio Manager at Key Private Bank
Industry Investment Management
Experience
Key Bank  July 2010 - Present
Merchants Bank & Trust   November 2006 - July 2010
Provident Bank  February 2000 - November 2004
Schaeffer's Investment Research  1998 - 1999
Fidelity Investments   1997 - 1998

Skills
Equities, Finance, Financial Advisory, Financial Services, Fixed Income, High Net Worth..., Insurance, Investment Strategies, Investments, Management, Mergers, Mutual Funds, Portfolio Management, Small Business, Wealth Management, Wealth Management..., Pensions, Investment Management

Education
Transylvania University   1993 — 1997
BA, Business Administration

Joe Candito Joe Candito Cincinnati Area Details
Joe Candito's Fidelity Investments Experience November 2014 - Present
Job High Net Worth Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
Fidelity Investments   June 2014 - Present
Coastal Advisory Group   June 2013 - January 2014
State Farm Insurance  July 2012 - September 2012
R.S. Hanline & Company, Inc.   April 2012 - July 2012

Skills
Problem Solving, Marketing Strategy, Communication, Emotional Intelligence, Highly Ambitious, Motivation, Leadership, Finance, Series 7, Series 63, Life & Health Insurance..., Investments, Sales, Team Leadership

Education
Tiffin University   2012 — 2013
Master of Business Administration (M.B.A.), Focus in Finance

Tiffin University   2008 — 2012
Bachelor's degree, Marketing, 3.6

McNicholas High School   2004 — 2008

Jake Buckwalter Jake Buckwalter Cincinnati Area Details
Jake Buckwalter's Fidelity Investments Experience April 2014 - Present
Job Workplace planning and guidance associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Tiffin University  September 2012 - May 2013
RideOn   June 2009 - March 2013
Luk USA  September 2007 - August 2008

Skills
Microsoft Office, PowerPoint, Finance, Sports, Higher Education, Public Speaking

Education
Tiffin University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Tiffin University   2009 — 2013
Bachelor's degree, Finance, General

Richard Dahling Richard Dahling Greater New York City Area Details
Richard Dahling's Fidelity Investments Experience December 1997 - Present
Job Senior Investment Consultant, CFA, CAIA
Industry Financial Services
Experience
Fidelity Investments   December 1997 - Present

Skills
Investments, Due Diligence, Executive Management, Leadership, Mutual Funds, Retirement, Asset Management, Equities, Series 7, Fixed Income, Analysis, Sales, Fundraising

Education
Chartered Alternative Investment Analyst Association   2014 — 2014
CAIA

CFA Institute   1992 — 1992
CFA, Asset Management

University of Virginia - Darden Graduate School of Business Administration   1985 — 1987
MBA

Trinity College-Hartford   1977 — 1981
BA, Economics

Diana Kirk Diana Kirk Greater Boston Area Details
Diana Kirk's Fidelity Investments Experience August 2006 - September 2007
Job Creative Director at Care.com
Industry Marketing and Advertising
Experience
Care.com  March 2012 - Present
Jack Morton Worldwide  August 2010 - February 2012
89 Degrees  2008 - May 2010
Valassis 1 to 1 Solutions  September 2007 - December 2009
Fidelity Investments   August 2006 - September 2007
Prevision Marketing  March 2000 - August 2006
Fallon Healthcare System   August 1997 - March 2000
Digitas (Bronner Slosberg Humphrey)   May 1996 - August 1997

Education
Trinity College-Hartford
BA, English and History

Vassar College

Natalie Roche Natalie Roche Greater Boston Area Details
Natalie Roche's Fidelity Investments Experience January 2014 - Present
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   April 2011 - December 2013
Fidelity Investments   July 1993 - January 1997
Union Trust Company  November 1986 - April 1993
Merrill Lynch Capital Markets  March 1985 - October 1986

Skills
Marketing, Leadership, Investments, Mutual Funds, Sales Management

Education
Trinity College-Hartford   1978 — 1983
B.S., Environmental Studies/Economics


of, European Studies

City Of London Polytechnic

Mark Dunleavy Mark Dunleavy Greater Boston Area Details
Mark Dunleavy's Fidelity Investments Experience March 2003 - Present
Job Financial Services Project Manager
Industry Financial Services
Experience
Fidelity Investments   March 2003 - Present
Eli Lilly  2001 - 2003

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2001
MBA

Trinity College-Hartford   1990 — 1994
BA, Economics

Alex Groff Alex Groff Washington D.C. Metro Area Details
Alex Groff's Fidelity Investments Experience August 2015 - Present
Job Investment Intern at Planning Solutions Group LLC
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Planning Solutions Group LLC  February 2015 - August 2015
Apple  July 2013 - October 2014

Skills
Social Media, Customer Service, Microsoft Word, Microsoft Office, OS X, PowerPoint, Management

Education
Towson University   2012 — 2015
Bachelor of Business Administration (BBA), Finance, 3.3

Robert Gillespie, CLEE Robert Gillespie, CLEE Cleveland/Akron, Ohio Area Details
Robert Gillespie, CLEE's Fidelity Investments Experience 2000 - 2001
Job Police Sergeant at Bay Village Police Department
Industry Law Enforcement
Experience
Bay Village Police Department   August 2010 - Present
Bay Village Police Deparment   August 2003 - August 2010
GE  October 2001 - August 2003
Fidelity Investments   2000 - 2001

Skills
Police, Criminal Investigations, Crisis Management, Investigation, Surveillance, Executive Protection, Emergency Management, Enforcement, Patrol, Private Investigations, Security Operations, Security Management, Physical Security, Community Policing, Police Training

Education
Certified Law Enforcement Executive (C.L.E.E.) Class 17   2012 — 2013

Police Executive Leadership College (P.E.L.C.) Class 59   2011 — 2011

Supervisor Training Education Program (S.T.E.P.) Class 7   2010 — 2010

O.S.H.P. Police Academy - Basic Class 111   2003 — 2003

University of Cincinnati   1993 — 1998
B.S., Criminal Justice

Sycamore High School   1989 — 1993

Tiffin University

Tiffin University

Robert Elliott, CISSP, CRISC, CBCP Robert Elliott, CISSP, CRISC, CBCP Greater Boston Area Details
Robert Elliott, CISSP, CRISC, CBCP's Fidelity Investments Experience July 2010 - December 2011
Job Information Security Officer at Novartis Institutes for BioMedical Research
Industry Pharmaceuticals
Experience
Novartis Institutes for BioMedical Research  November 2013 - Present
Novartis  November 2012 - November 2013
KLC Consulting, Inc.   February 2012 - June 2012
Fidelity Investments   July 2010 - December 2011
Fidelity Investments   July 2002 - July 2010
Fidelity Investments   2000 - 2002
Fidelity Investments   1997 - 2000
Fidelity Investments   1997 - 1999
Fidelity Investments   1995 - 1997
Fidelity Investments   1994 - 1995

Skills
Leadership Experience, Communications Planning, Strategic Planning, Information Security..., Risk Management, Business Continuity, Security Audits, Enterprise Collaboration, Presentation Development, Records Management, Business Analysis, Requirements Management, Compliance, Disaster Recovery, Risk Analysis, Information Security, Leadership, ISO 27001, Business Continuity..., Security, Project Management, Management, Information Technology, Process Improvement, Financial Risk, Enterprise Software, Sarbanes-Oxley Act, Incident Management, Governance, Computer Security, IT Audit, CISSP, IT Risk Management, Enterprise Risk..., Requirements Analysis, PCI DSS, Vendor Management

Education
Trinity College, Dublin   1992 — 1992
Master of Arts (Hon), Economics

Trinity College, Dublin   1984 — 1988
BBS, BA, Economics

Richard Dopazo Richard Dopazo Greater Boston Area Details
Richard Dopazo's Fidelity Investments Experience November 1997 - October 1998
Job Manager & Senior Consultant, Boston iTech, LLC
Industry Computer Networking
Experience
Boston iTech LLC   January 2006 - Present
Metro Tech Services   October 2001 - April 2007
IBM Global Services  June 2000 - July 2001
Numeric Investors  January 2000 - June 2000
Instinet Corporation  November 1998 - December 1999
Fidelity Investments   November 1997 - October 1998

Skills
Customer Service, Small Business, Business, Networking, Project Management, Business Strategy, Marketing, Account Management, Strategic Planning, Contract Negotiation, Sales, New Business Development, Program Management, Team Building, Business Development, Online Advertising, Marketing Strategy, Real Estate, Cloud Computing, Sales Management, Budgets, Start-ups, Entrepreneurship

Education
Trinity College-Hartford   1990 — 1994
BS, Neuroscience

Mark Dibble Mark Dibble Greater Boston Area Details
Mark Dibble's Fidelity Investments Experience March 1994 - Present
Job Senior Technical Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   March 1994 - Present
Morgan Stanley  March 1984 - March 1994
Cowen and Company  October 1983 - March 1984

Skills
chart reading, FactSet, Bloomberg, Portfolio Management, Investments, Equities, Equity Research, Technical Analysis

Education
Trinity College-Hartford   1979 — 1983
economics

The Gunnery   1975 — 1979
high school

Jeff Snoots Jeff Snoots Charlotte, North Carolina Area Details
Jeff Snoots's Fidelity Investments Experience 2000 - 2009
Job Director, Head of Institutional Services Sales at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  April 2014 - Present
Fifth Third Bank  2009 - April 2014
Fidelity Investments   2000 - 2009
T Rowe Price  1995 - 2000

Education
Towson University   1989 — 1992
Bachelor of Science, Economics

Stephen Kates, CFP® Stephen Kates, CFP® Greater Boston Area Details
Stephen Kates, CFP®'s Fidelity Investments Experience March 2013 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   February 2012 - March 2013
Fidelity Investments   February 2011 - February 2012
Fidelity Investments   April 2010 - February 2011
CSN Stores  October 2009 - March 2010
The Hartford  May 2008 - October 2008
Hocomock YMCA of North Attleboro   May 2006 - August 2007

Skills
Investments, Customer Service, Series 7, Salesforce.com

Education
Trinity College-Hartford   2005 — 2009
B.S., Economics and Computer Science

Hank Myers Hank Myers Greater Boston Area Details
Hank Myers's Fidelity Investments Experience July 2014 - November 2014
Job Regulatory Administration Associate. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2014 - Present
Fidelity Investments   July 2014 - November 2014
Eastern Yacht Club  September 2013 - May 2014
Eastern Yacht Club  June 2007 - August 2013
UBS  May 2012 - June 2012

Skills
Microsoft Office, Economics, Microsoft Excel, PowerPoint, Program Management, Microsoft Word, Public Speaking, Research, Data Analysis, Financial Analysis

Education
Trinity College-Hartford   2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government

St. George's School   2007 — 2010
Graduated, High School/Secondary Diplomas and Certificates

Louis Pearson Louis Pearson Greater Boston Area Details
Louis Pearson's Fidelity Investments Experience July 2010 - October 2013
Job Senior Program Consultant at State Street with NICE Actimize Surveillance
Industry Information Technology and Services
Experience
Fidelity Investments   July 2010 - October 2013
Fidelity Investments   August 2008 - June 2010
Fidelity Investments   December 2003 - July 2008
Fidelity Investments   February 2001 - November 2003
Fidelity Investments   February 2000 - January 2001
Fidelity Investments   September 1996 - January 1999

Education
Trinity College, Dublin
Bachelor of Applied Science (B.A.Sc.), Mathematics and Physics

Alon Sapir Alon Sapir Greater New York City Area Details
Alon Sapir's Fidelity Investments Experience November 2010 - July 2013
Job Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Pinewood Lake Association   December 2013 - Present
Merrill Lynch  January 2014 - May 2014
Fidelity Investments   November 2010 - July 2013
Citibank  December 2008 - October 2010
Club Getaway  July 2008 - August 2009
Precision Research Group   November 2007 - July 2008

Skills
Retirement Planning, Series 63, Banking, Series 7, Mutual Funds, Calm, Strategic Thinking, Big-picture Thinking, Investments, Market Understanding, Calm Under Pressure, Able To Multi-task, Able To Work Under..., High Energy, Bilingual, Big Picture Thinking, Financial Services, Finance

Education
Touro College   2006 — 2010
BS, Finance, Investments and Business Management

Richard Dobbs Richard Dobbs Greater Boston Area Details
Richard Dobbs's Fidelity Investments Experience June 2008 - October 2010
Job VP of Shared Services & Corporate Information Services at Mondelez International
Industry Financial Services
Experience
Mondelez International  January 2013 - Present
Xerox - ACS  May 2010 - January 2013
Fidelity Investments   June 2008 - October 2010
General Electric  October 1997 - June 2009
GE Capital  1994 - 1997
United States Air Force  1981 - 1989

Skills
Operational Excellence, BPO, Offshoring, Operations Management, Acquisition Integration, Strategy, Management, Leadership, Business Process..., Accounting, Mergers, Finance, Shared Services, Executive Management, Mergers & Acquisitions, Training

Education
Troy University   1984 — 1987
BS, Resource Management

J. Brian Sullivan, CIMA® J. Brian Sullivan, CIMA® Greater New York City Area Details
J. Brian Sullivan, CIMA®'s Fidelity Investments Experience June 2004 - May 2011
Job National Accounts Manager at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management  August 2014 - Present
WisdomTree Asset Management  May 2011 - August 2014
Fidelity Investments   June 2004 - May 2011

Skills
Series 7, Mutual Funds, ETFs, Retirement Planning, Asset Allocation, Securities, Financial Planning, Client Development, Wholesale Sales, Stock Market, Salesforce.com, Sales Process, Inside Sales, Consultative Selling

Education
Trinity College-Hartford   2000 — 2004

Trinity College-Rome Campus   2002 — 2002

Buckingham Browne & Nichols   1996 — 2000

Josh Peter Josh Peter United States Details
Josh Peter's Fidelity Investments Experience May 2014 - August 2014
Job Associate at Summit Partners
Industry
Experience
Summit Partners  June 2015 - Present
Fidelity Investments   May 2014 - August 2014
Home Market Foods  June 2013 - August 2013

Skills
Pricing, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Finance, Accounting

Education
Trinity College-Hartford   2011 — 2015
Bachelor of Science (BS), Economics and Mathematics, magna cum laude

Worcester Academy   2007 — 2011
High School

Joe Reineman Joe Reineman Greater Boston Area Details
Joe Reineman's Fidelity Investments Experience 2014 - 2015
Job Financial Services Business and Technology Leader
Industry Financial Services
Experience
Fidelity Investments   2014 - 2015
Fidelity Investments   2004 - 2014
Metric Strategy Partners   2000 - 2004
FleetBoston  1995 - 2000
Sapient  1993 - 1995
Symmetrix, Inc.   1988 - 1993
AT&T Information Systems  1985 - 1988
Sperry Univac  1982 - 1985

Skills
Business Strategy, Operations Strategy, High Performance Teams, Performance Management, Business Process..., Lean Transformation, Six Sigma, Software Development..., Database Design, User Interface Design, Quality Control, Business Analytics, Performance Metrics, Organizational Design, Compensation Strategy, Management Consulting, Strategy, Analytics, Information Security..., Global Operational Risk, Integration, Change Management, Consulting, Financial Services, Leadership, Business Transformation, Operational Excellence, Banking, Executive Management, Mergers & Acquisitions, IT Strategy, Financial Modeling, Risk Management, Asset Management, Business Analysis, Portfolio Management

Education
Trinity College-Hartford   1978 — 1982
BS, Computer Science & Political Science

Gary Cornwall Gary Cornwall Cincinnati Area Details
Gary Cornwall's Fidelity Investments Experience February 2011 - January 2014
Job PhD Student: Economics at University of Cincinnati
Industry Financial Services
Experience
University of Cincinnati  May 2013 - Present
Fidelity Investments   February 2011 - January 2014
Fidelity Investments   September 2007 - February 2011
Fidelity Investments   March 2005 - September 2007
Provident Bank  January 2003 - January 2005
Fifth Third Bank  2000 - 2002

Skills
SAS, Quantitative Analytics, Investments, Data Analysis, Economics, Stata, Process Improvement, Eviews, R, Probit, Call Centers, Leadership, Employee Benefits, Logistic Regression, Statistical Modeling, Time Series Analysis, Predictive Modeling, Econometric Modeling, Financial Analysis, Series 63, Risk Management, Call Center, Access, Relationship Management, Microsoft Excel, Data Mining, Statistics, Econometrics, Economic Research, Logit, GeoDa, Bayesian methods, Monte Carlo Simulation

Education
University of Cincinnati College of Business   2013 — 2017
Doctor of Philosophy (PhD), Economics

University of Cincinnati College of Business   2011 — 2012
M.A., Applied Economics, 3.5

University of Cincinnati College of Business   2009 — 2010
B.A., Economics, 3.1

Transylvania University   1999 — 2000
Music Education and Performance

Patrick McCabe Patrick McCabe New York, New York Details
Patrick McCabe's Fidelity Investments Experience 2006 - 2008
Job Senior Producer, R/GA
Industry Marketing and Advertising
Experience
R/GA  September 2014 - Present
DigitasLBi  February 2014 - August 2014
DigitasLBi_US  July 2012 - February 2014
Vital Source Media Services   March 2010 - July 2012
G&S Productions   March 2009 - September 2009
Self Employed  2009 - 2009
Fidelity Investments   2006 - 2008
Fidelity Investments   2005 - 2006

Skills
Final Cut Pro, Video, Digital Marketing, After Effects, Branded Content..., Photoshop, PowerPoint, Editing, Post Production, HTML 5, Social Networking, CSS, Film, Online Marketing, Publishing, Flash, Facebook, Social Media, Avid, Premiere, Microsoft Office, Project Management, Ninja Skills, Coaching & Mentoring, Advertising, Digital Media

Education
Trinity College, Dublin   2002 — 2004
Bachelor of Arts, Economics and Poltical Science

University of Massachusetts, Amherst   2000 — 2002
Economics, Political Science

Andover High

Andover High

Kimberley Siu Kimberley Siu Southlake, Texas Details
Kimberley Siu's Fidelity Investments Experience September 2015 - Present
Job Operations and Services Associate at Fidelity Investments, Keyholder at Kendra Scott
Industry Events Services
Experience
Fidelity Investments   September 2015 - Present
Kendra Scott  June 2014 - Present
Concert for the Cure Foundation   April 2013 - April 2015
Trinity University  September 2013 - September 2014
Kendra Scott  January 2014 - June 2014
City of Southlake  May 2013 - August 2013
City of Southlake  May 2012 - August 2012

Skills
Leadership, Event Planning, Volunteer Management, Fundraising, Public Speaking, Community Development, Coaching, Event Management, Community Outreach, Public Relations, Program Management, Public Administration, Economic Development, Microsoft Publisher, Local Government, Customer Service, Retail, Visual Merchandising

Education
Trinity University   2011 — 2015
Bachelor of Arts (BA), Business Administration and Economics

Perth Tolle Perth Tolle Houston, Texas Details
Perth Tolle's Fidelity Investments Experience 2004 - 2014
Job Life + Liberty Indexes
Industry Financial Services
Experience
Life + Liberty Indexes   2014 - Present
Fidelity Investments   2004 - 2014

Skills
Investments, Series 7, Retirement Planning, Series 63, Relationship Management, Financial Services, Mutual Funds, 401k, FINRA, Uniform Combined State..., Asset Management, Financial Planning, Asset Allocation, Financial Analysis, Portfolio Management, Equities, Fixed Income, Wealth Management

Education
Trinity University   1998 — 2002
BS, Business Administration, Finance and Marketing, Cum Laude

Khrysthal Fountain Khrysthal Fountain Dallas/Fort Worth Area Details
Khrysthal Fountain's Fidelity Investments Experience 2013 - Present
Job Retirement Advisor at Fidelity Investments.
Industry Financial Services
Experience
Fidelity Investments   2013 - Present
Tutoring by Khrysthal   2001 - Present
Crème de la Crème   2011 - 2011

Skills
Teaching, Lesson Planning, Classroom, Classroom Management, Educational Leadership, Tutoring, Elementary Education, Educational Technology, Staff Development, Differentiated..., Literacy, Teacher Training, K-12, Instructional Design

Education
Tougaloo College   2003 — 2010
B.A., Psychology

Noah Eccles Noah Eccles United States Details
Noah Eccles's Fidelity Investments Experience August 1997 - February 2000
Job Portfolio Manager, Equity & Credit Research Analyst, Sales and Business Development Professional, Consultant
Industry Investment Management
Experience
Maplewood, NJ   January 2015 - Present
Visium Asset Management  May 2013 - December 2014
Clovis Capital Management L.P.   November 2009 - May 2013
Dimension Trading/MJL Partners   January 2009 - November 2009
Savannah-Baltimore Capital Management L.P.   February 2005 - September 2007
Clovis Capital Management L.P.   August 2002 - February 2005
Franklin Templeton, Mutual Series Funds   March 2000 - August 2002
Fidelity Investments   August 1997 - February 2000

Skills
Sales, Public Speaking, Marketing, Fundamental Analysis, Due Diligence, Equity Research, Investment Research, Financial Modeling, Valuation, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Alternative Investments, Information Technology, Long/Short Equity, Bloomberg, Capital Markets

Education
Wharton School, University of Pennsylvania   1995 — 1997
MBA

Trinity College-Hartford   1988 — 1992
Bachelor of Arts, Economics

Kathleen Hunsberger Kathleen Hunsberger Washington D.C. Metro Area Details
Kathleen Hunsberger's Fidelity Investments Experience December 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   October 2013 - December 2014
Nanny  June 2012 - May 2013
Towson University TigerTHON   April 2012 - May 2013
Office of the Attorney General Medicaid Fraud Control Unit   January 2012 - May 2012
Towson University  January 2010 - May 2012

Education
Towson University   2009 — 2013
Bachelor of Science (B.S.), Sociology and Anthropology, Concentration Criminal Justice, Minor Political Science, 3.862

American University of Rome   2011 — 2011
Political Science

Linganore High School   2005 — 2009

Alexander Coggin Alexander Coggin Greater Boston Area Details
Alexander Coggin's Fidelity Investments Experience June 2015 - Present
Job Fall Analyst at KBW
Industry Financial Services
Experience
KBW  September 2015 - Present
Fidelity Investments   June 2015 - Present
Trinity College - Hartford  January 2014 - Present
Fidelity Investments   June 2014 - August 2014
Massachusetts Medical Society  June 2013 - August 2013
Eastern Mountain Sports  June 2012 - July 2013

Skills
Economics, Finance, Financial Markets, Sales, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Merchandising, Microsoft Word, Time Management, Leadership, Communication, Data Analysis

Education
Trinity College-Hartford   2012 — 2016
Economics

WHS

Stuart Shortly Stuart Shortly Toronto, Canada Area Details
Stuart Shortly's Fidelity Investments Experience August 2010 - Present
Job Senior Client Manager, Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2010 - Present
Fidelity Investments   February 2009 - August 2010
Fidelity Investments   December 2007 - February 2009
Fidelity Investments   December 2006 - December 2007
Fidelity Investments   April 2003 - 2006

Skills
Pensions, Relationship Management, Defined Contribution, Series 63, Defined Benefit, 401k, Series 6, Mutual Funds, Employee Benefits, Health Insurance, Health Savings Accounts, Health & Welfare..., Manage Client..., Performance Management, Financial Services, Retirement, Strategy, Leadership, CRM, Retirement Planning, Capital Markets, Wealth Management, Vendor Management, Insurance, Securities, Process Improvement, Management, Business Analysis, Risk Management, Investments, Business Process...

Education
Trent University   1998 — 2002
Bachelor of Science Honours, Economics

Clifford (Chad) Henson Clifford (Chad) Henson Dallas, Texas Details
Clifford (Chad) Henson's Fidelity Investments Experience September 2007 - August 2008
Job Patent Litigation Attorney | Adjunct Professor of Law
Industry Legal Services
Experience
Texas A&M University School of Law  2015 - Present
Skiermont Puckett LLP  2013 - Present
Henson Legal Consulting   2013 - 2013
Washington University in St. Louis  2012 - 2013
Independent Contractor  2002 - 2013
University of Illinois College of Law  August 2011 - May 2012
University of Illinois & University of Alabama   January 2009 - May 2011
American Law Institute-American Bar Association (ALI-ABA)   May 2010 - November 2010
Property & Environment Research Center   May 2009 - August 2009
Fidelity Investments   September 2007 - August 2008

Education
University of Illinois College of Law   2008 — 2011
Juris Doctor (J.D.), Law, 3.74

University of Illinois at Urbana-Champaign - College of Business
Master’s Degree, Finance

University of North Texas   2005 — 2007
Bachelor’s Degree, Communication Studies

Towson University   2002 — 2004
Communication Studies

Matthew Cruz Matthew Cruz Grand Prairie, Texas Details
Matthew Cruz's Fidelity Investments Experience May 2015 - Present
Job Enterprise SolutionsTechnical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2015 - Present
Trinity University  September 2013 - January 2015
Fidelity Investments - Veritude  May 2014 - August 2014
Delaware North Companies  June 2009 - August 2009

Skills
Microsoft Office, Public Speaking, PowerPoint, Editing, Microsoft Word, Microsoft Excel, Photoshop, Customer Service, Agile Methodologies, Agile Project Management, Scrum, Kanban, HP SiteScope, HP Operations..., MySQL, Linux, Windows Server, Oracle SQL Developer, Scala, Haskell, C++, SQL, Visual Studio, Eclipse

Education
Trinity University   2012 — 2016
Bachelor of Science (B.S.), Computer Science

Jesuit College Preparatory School   2008 — 2013
High School

Jeff Hoffman Jeff Hoffman Baltimore, Maryland Area Details
Jeff Hoffman's Fidelity Investments Experience 2007 - April 2011
Job Helping healthcare and higher education maximize their workforce to deliver high quality results @Oracle
Industry Computer Software
Experience
Oracle  August 2015 - Present
Cornerstone OnDemand  September 2014 - August 2015
Benefitfocus  April 2011 - September 2014
Fidelity Investments   2007 - April 2011
Paychex  2005 - 2007
Ceridian  2000 - 2005

Skills
Employee Benefits, SaaS, CRM, Solution Selling, Sales Process, Leadership, Salesforce.com, Benefits Administration, Selling, Human Resources, Management, Sales Management, HRIS, Sales Operations, Sales, Account Management, Recruiting, Business Development, Direct Sales, New Business Development, Contract Negotiation, Talent Management, Performance Management, Succession Planning, Learning Management

Education
Towson University   1990 — 1994
BS, Environmental Planning

Severna Park   1986 — 1990

Walt Serafin Walt Serafin Burlingame, California Details
Walt Serafin's Fidelity Investments Experience March 2007 - Present
Job VP, Branch Manager
Industry Financial Services
Experience
Fidelity Investments   March 2007 - Present

Skills
Series 7, Series 63, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Financial Services, Asset Allocation, Sales, Series 9/10

Education
Towson University   1986 — 1990
Bachelor of Science (BS), Finance, Economics

Securities Licenses Currently Held
Series 7, 66, 9, 10, 24, 4, State of California Life, Health and Annuities.

Austin Oxener Austin Oxener Houston, Texas Details
Austin Oxener's Fidelity Investments Experience January 2012 - May 2012
Job Sales at BMW Houston North
Industry Automotive
Experience
BMW  July 2014 - Present
BMW  February 2013 - Present
24 Hour Fitness  May 2012 - January 2013
Fidelity Investments   January 2012 - May 2012
San Antonio Sports  January 2011 - May 2011

Skills
Finance, Sports, Research, Marketing, Sales, Leadership, Time Management, Financial Analysis, Management, Teamwork, Analysis, Data Analysis, Market Research, PowerPoint, Microsoft Excel

Education
Trinity University   2007 — 2011
Bachelor of Science, Marketing and Finance

Joel Van Essen Joel Van Essen Denver, Colorado Details
Joel Van Essen's Fidelity Investments Experience August 2015 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   February 2015 - Present
Fidelity Investments   January 2014 - Present
San Antonio Stock Show and Rodeo   February 2013 - April 2013
Comparte: Fair Trade   July 2012 - November 2012
Santa Fe Preparatory School  June 2010 - June 2012
Breakthrough New Mexico   June 2011 - August 2011
Santa Fe Sports Med and Rehab   April 2009 - August 2009

Education
Trinity University   2009 — 2013
Bachelor of Science (B.S.), Marketing, International Business, 3.8/4.0 GPA, 3.90/4.0 GPA within both business concentrations

Santa Fe Preparatory School   2005 — 2009

Bryan Blake Bryan Blake Greater Boston Area Details
Bryan Blake's Fidelity Investments Experience 2006 - 2008
Job President and Executive Director at Calare Properties, Inc.
Industry Investment Management
Experience
Calare Properties, Inc.   2011 - Present
CCG Investor Relations  2010 - 2011
Barclays Capital  2008 - 2008
Fidelity Investments   2006 - 2008
Adviser Investments  2005 - 2006

Skills
New Business Development, Investor Relations, Institutional Sales, Real Estate, High Net Worth..., Fundraising, Marketing, Emerging Markets, Mergers, Investment Strategies

Education
Trinity College-Hartford
BA

Weston Worthington Weston Worthington Covington, Kentucky Details
Weston Worthington's Fidelity Investments Experience 2005 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2005 - Present
Worthington Developments, Inc.   1994 - 2004
Adams, Stepner, Woltermann & Dusing   1996 - 1999
Stumbo, Bowling & Barber   1994 - 1995
Charles C. Mihalek, PSC   1993 - 1994
Taft Stettinius & Hollister LLP  1990 - 1992
Ross, Sinclaire & Associates   1987 - 1990
Kentucky Revenue Cabinet  1985 - 1987

Skills
Series 7, Series 66, Series 9/10, Series 63, Investment Advisory, Retirement Planning, 401k, Asset Managment, Retirement, Securities, Mutual Funds, ETFs, Investments, Wealth Management, Estate Planning, Relationship Management, Strategic Financial..., Leadership, Strategic Planning, Public Speaking, Non-profits, Fundraising, Insurance

Education
University of Kentucky College of Law   1987 — 1990
JD, Law

Transylvania University   1980 — 1984
BA, Political Science

Alex Gabrini Alex Gabrini Toronto, Canada Area Details
Alex Gabrini's Fidelity Investments Experience March 2008 - Present
Job District Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2008 - Present
Fidelity Investments   September 2006 - March 2008
Invesco Trimark  March 2005 - September 2006
Invesco Trimark  June 2003 - March 2005
Invesco Trimark  July 2002 - June 2003

Skills
Mutual Funds, Investment Advisory, Investments, Wealth Management, Retirement Planning, Securities, Strategic Financial..., Financial Services, Asset Allocation, Asset Management, Investment Strategies, Retirement, Estate Planning, ETFs, Financial Advisory

Education
University Of Toronto   2001 — 2002
Master of Arts, History

Trent University   1997 — 2001
Bachelor of Arts, Honours, History, French

Wayne Zenoble Wayne Zenoble Dallas/Fort Worth Area Details
Wayne Zenoble's Fidelity Investments Experience September 2014 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   August 2011 - September 2014
Fidelity Investments   September 2007 - August 2011
Cash America  October 2002 - August 2007
Sabre/EDS   May 2000 - April 2002
PriceWaterhouseCoopers  1998 - 2000
Crown Equipment Corporation  1995 - 1997
Citibank  1993 - 1995

Skills
SDLC, Vendor Management, Requirements Analysis, Agile Methodologies, Risk Management, Analysis, Financial Services, Project Management, Strategic Planning, Process Improvement, Visio, Business Process..., Program Management, Budgets, Requirements Gathering, Data Analysis, Financial Modeling, Financial Analysis, Business Intelligence, General Awesomeness, Management, Team Leadership

Education
Trinity University   1989 — 1993
Bachelor of Arts, History

James Castillo James Castillo Greater New York City Area Details
James Castillo's Fidelity Investments Experience 1993 - 1998
Job Sr. Director, Acquisition Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2013 - Present
MetLife  2006 - Present
TIAA-CREF  2010 - 2012
Metropolitan Life Insurance Company  2006 - March 2010
Sullivan  2005 - 2006
Chase  2000 - 2005
JP Morgan Chase  2000 - 2005
JPMorgan Chase  2000 - 2005
Fidelity Investments   1993 - 1998

Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications

Education
Trinity University   1989 — 1992

Kimberly (D'Amico) Randall Kimberly (D'Amico) Randall Greater Boston Area Details
Kimberly (D'Amico) Randall's Fidelity Investments Experience July 2014 - Present
Job Director Software Engineering/Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   December 2006 - July 2014
Fidelity Investments   January 2005 - December 2006
Ascend Consulting  June 2002 - December 2004
Exodus Communications  March 1999 - June 2002
Arthur Andersen  1993 - 2000

Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Business Analysis, Project Management, Vendor Management, Process Improvement, Program Management, Software Development

Education
University of Hartford   1993 — 1994
MS, Accounting

Trinity College-Hartford   1989 — 1993
BA, Economics

Trevor Murphy Trevor Murphy Boston, Massachusetts Details
Trevor Murphy's Fidelity Investments Experience 1991 - 1995
Job CTO @ Bitstash.com
Industry Financial Services
Experience
BitStash.com - eCoinConcepts LLC   June 2014 - Present
TextServ Inc.   January 2009 - June 2014
InfoEx   September 2008 - December 2008
GreenOcean Group   June 2005 - July 2008
MarketAxess  March 2001 - May 2005
TradingEdge   September 1997 - March 2001
Fidelity Investments   1991 - 1995

Skills
Mobile Devices, Start-ups, Analytics, Business Analysis, Strategy, Marketing, Telecommunications, Product Management, Entrepreneurship, Management, Consulting, Business Strategy, Business Development, Strategic Partnerships, Project Management, Software Development, Strategic Planning, Marketing Strategy, CRM, Enterprise Software, Mobile Applications, SaaS, Cloud Computing, Information Technology, Agile Methodologies, Integration, Social Media, Sales, Program Management, SQL, Online Advertising, Linux, Java, Software Project..., Web Development, Social Media Marketing, Business Planning, Team Leadership, Vendor Management

Education
Trinity College, Dublin   1985 — 1989
BENG & BA, Engineering & Mathematics

Castleknock

Chris Storms Chris Storms Greater New York City Area Details
Chris Storms's Fidelity Investments Experience 1998 - 1999
Job Senior Project Manager at General Atlantic
Industry Capital Markets
Experience
General Atlantic  June 2014 - Present
McKinsey & Company  March 2011 - May 2014
McKinsey and Company  June 2007 - March 2011
JPMorgan Asset Management  July 2004 - June 2007
EACM Advisors LLC (BNY Mellon Asset Management)   March 2000 - May 2004
Morgan Stanley Dean Witter  1999 - 2000
Fidelity Investments   1998 - 1999

Skills
Financial Modeling, Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Finance, Valuation, Fixed Income, Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Business Analysis, Risk Management

Education
Trinity University   1994 — 1998
BS - Business Administration, Finance & Management

Newtown High School   1990 — 1994
Diploma, Diploma

Dane Richardson Dane Richardson Cincinnati Area Details
Dane Richardson's Fidelity Investments Experience 1996 - 2001
Job Senior Developer at Omnicare
Industry Information Technology and Services
Experience
Omnicare  February 2011 - Present
TEK Systems  February 2010 - February 2011
Convergys  July 2007 - December 2009
IBM  August 2004 - July 2007
Duke Energy  August 2001 - August 2004
Fidelity Investments   1996 - 2001
Computer Horizons  April 1995 - March 1996
Cincinnati Bell Information Systems  June 1985 - April 1994

Skills
Business Analysis, Business Intelligence, Enterprise Architecture, Integration, Process Improvement, Requirements Analysis, SDLC, SQL, Software Development

Education
Transylvania University   1981 — 1985

Laura McCarthy Sanda Laura McCarthy Sanda Greater Boston Area Details
Laura McCarthy Sanda's Fidelity Investments Experience May 2007 - February 2011
Job Currently a FullTime Mom!
Industry Financial Services
Experience
Fidelity Investments   May 2007 - February 2011

Skills
Financial Services, Integration, Mutual Funds

Education
Trinity College-Hartford   1996 — 1999

Kim Laterza Kim Laterza Greater Boston Area Details
Kim Laterza's Fidelity Investments Experience June 2007 - Present
Job Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   June 2007 - Present
Veritude  2007 - Present
Veritude a Fidelity Investments Company  2007 - Present
Sapphire Technologies  1993 - 2003

Education
Troy University   2004 — 2006
MBA, Masters of Business Administration

Manuel Trigueros Manuel Trigueros Miami, Florida Details
Manuel Trigueros's Fidelity Investments Experience May 2005 - January 2006
Job Commodities Trader at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC  October 2010 - Present
Endura Technology LLC   August 2008 - September 2010
Dorado Securities   February 2006 - July 2008
Fidelity Investments   May 2005 - January 2006
Banc of America Securities  October 1999 - April 2002

Skills
Fixed Income, Portfolio Management, Equities, Financial Analysis, Investments, Financial Modeling, Trading, Hedging, Derivatives, Financial Markets, Options, Negotiation

Education
Thunderbird School of Global Management   2003 — 2005
Masters, Finance

University of San Francisco   1995 — 1999
Bachelor's degree, Marketing

Thomas Yaroschuk Thomas Yaroschuk Greater Boston Area Details
Thomas Yaroschuk's Fidelity Investments Experience 2006 - Present
Job Creative Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present
Tera Media   1997 - 2006
Tera Media   1997 - 2001

Skills
Social Media, Final Cut Pro, Video Production, Editing, Video Editing, Media Production, Digital Media, New Media, Video, Creative Direction, Broadcast

Education
Thunderbird School of Global Management   1976 — 1977

Kenneth Fleming, PMP, CSM Kenneth Fleming, PMP, CSM Charlotte, North Carolina Area Details
Kenneth Fleming, PMP, CSM's Fidelity Investments Experience January 2004 - 2009
Job Vice President of HR Payroll at Ceridian
Industry Financial Services
Experience
Ceridian  December 2012 - Present
Resources Global Professionals  2010 - 2012
Fidelity Investments   January 2004 - 2009
Fidelity Investments   September 1999 - December 2004
Fidelity Investments   April 1995 - August 1999
United States Army  1988 - 1991

Skills
Project Management, Operations Management, SOA, Process Improvement, Business Analysis, Business Process..., Vendor Management, Risk Management, Change Management, Six Sigma, Outsourcing, Program Management, Project Portfolio..., Financial Services, SDLC, Relationship Management, PMO, Process Management, PMP, Finance, Start-ups, CRM, Call Center Development, Leadership, Coaching, Cross-functional..., Strategy, Management, Consulting

Education
Troy University Dothan   1992 — 1994
BS Business Administration, Finance

Klass Kathy Klass Kathy Raleigh-Durham, North Carolina Area Details
Klass Kathy's Fidelity Investments Experience September 2012 - Present
Job Sr. Director of Corporate Real Estate at Fidelity Investments
Industry Commercial Real Estate
Experience
Fidelity Investments   September 2012 - Present
PMC Commercial Interiors  August 2007 - September 2012
VeriSign  2001 - 2003
Jones Lang LaSalle  2000 - 2001
GHK  1998 - 2000
Alex Brown & Sons Incorporated   1989 - 1998

Skills
Change Management, Project Management, Strategic Plannning, Transaction Management, Customer Experience..., Facility Master Planning, Capital Budgeting, Operations Management, Occupancy Planning, Post Occupancy..., Account Management, Contract Negotiation, Furnishings, Move Management, Negotiation, Strategic Planning, Budgets, Business Development, New Business Development, Facilities Management, Management

Education
University of Baltimore
MBA, Business Administration

Towson University   1985 — 1989
BS, Business Administration

Adam Selby Adam Selby Denver, Colorado Details
Adam Selby's Fidelity Investments Experience April 2005 - October 2008
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2011 - Present
Fidelity Capital Markets  November 2008 - April 2011
Fidelity Investments   April 2005 - October 2008
Commonwealth of Massachusetts  June 2003 - September 2003

Education
Trinity College-Hartford   2000 — 2004

Sheila O'Sullivan Sheila O'Sullivan Boston, Massachusetts Details
Sheila O'Sullivan's Fidelity Investments Experience July 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
TIAA-CREF  July 2013 - July 2014
Financial Engines  September 2011 - 2013
Fidelity Investments   2006 - 2010
Sun Life Financial  2002 - 2005
BlueBlack   2001 - 2002
isky.com   2000 - 2001
Marketing Drive Worldwide  1994 - 2000

Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing

Education
University of Virginia - Darden Graduate School of Business Administration
MBA

Trinity College-Hartford
BA, Economics and Political Science

Paul Gillooly Paul Gillooly Greater Boston Area Details
Paul Gillooly's Fidelity Investments Experience September 2000 - April 2008
Job Rails Developer
Industry Computer Software
Experience
[Stealth Startup]   August 2015 - Present
Geode Capital Management  April 2008 - July 2015
Fidelity Investments   September 2000 - April 2008
Alpnet  February 2000 - August 2000
The Bank of New York  November 1998 - October 1999
Harvard-Smithsonian Center for Astrophysics  December 1997 - August 1998
Comverse  November 1995 - December 1997

Skills
Agile Methodologies, SQL, Software Development, Java, XML, Unix, Microsoft SQL Server, C#, Perl, Linux, JavaScript, JSP, Oracle, Business Analysis, SOA, Subversion, Java Enterprise Edition, Web Services, Spring, Python, Software Design, Software Project...

Education
Trinity College, Dublin   1990 — 1994
Bachelor of Engineering, Computer

David Hupper David Hupper Cincinnati, Ohio Details
David Hupper's Fidelity Investments Experience June 2010 - Present
Job SVP, Data Testing & Reporting Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2010 - Present
Fidelity Investments   2007 - 2010

Education
Trinity College-Hartford   1987 — 1990

Blake Corrigan, CFP® Blake Corrigan, CFP® Greater Philadelphia Area Details
Blake Corrigan, CFP®'s Fidelity Investments Experience November 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2014 - Present
Fidelity Investments   January 2012 - November 2014
T Rowe Price  June 2008 - January 2012
Enterprise Rent-A-Car  January 2008 - April 2008

Education
Towson University   2004 — 2008
Marketing, Business

Monique Pratt Monique Pratt Washington D.C. Metro Area Details
Monique Pratt's Fidelity Investments Experience June 2007 - February 2009
Job Budget Analyst at Ian, Evan & Alexander Corp (IEA)
Industry Government Administration
Experience
Ian, Evan & Alexander Corp (IEA)   February 2014 - Present
IEA  April 2011 - Present
ATSG  October 2009 - March 2011
ACN  February 2009 - August 2009
Fidelity Investments   June 2007 - February 2009
Federal Government in Washington DC  1999 - 2005

Skills
Outlook, Microsoft Office, Project Management, Customer Service, Strategic Planning, Program Management, Microsoft Word, Microsoft Excel, System Administration, Budgets

Education
University of Maryland University College   2015 — 2017
Master's Degree, Accounting and Finance

Towson University   1999 — 2004
Bachelor's Degree, Biology

Suitland   1995 — 1999
High School

Valley View & Walker Mill

Deborah Rasmussen Deborah Rasmussen Greater Boston Area Details
Deborah Rasmussen's Fidelity Investments Experience October 2000 - January 2006
Job Human Resources Manager at Company C
Industry Health, Wellness and Fitness
Experience
Company C  June 2014 - Present
LifePlans, Inc.   February 2006 - June 2014
Fidelity Investments   October 2000 - January 2006
Sato Travel  January 1998 - June 2000

Skills
Analysis, Leadership, Human Resources, Process Improvement, Customer Service, Training, Employee Training, Program Management, Call Centers, Management, Recruiting

Education
Troy University   1998 — 1999
Masters, Human Resource Management

University of Massachusetts, Amherst   1988 — 1991
Bachelor's, Hotel Restaurant Management

Kelly Garris Kelly Garris Raleigh-Durham, North Carolina Area Details
Kelly Garris's Fidelity Investments Experience
Job Senior Busines Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Vendor Management, Business Analysis, Requirements Analysis

Education
Towson University   1995 — 1999
BS, Sport Management

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

Amy Flanagan Amy Flanagan New York, New York Details
Amy Flanagan's Fidelity Investments Experience April 2014 - Present
Job Account Executive
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
FIDELITY INVESTMENTS   August 2008 - Present

Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Retirement Planning, Finance, Series 65, FINRA, Asset Allocation, Retirement, 401k, Investments

Education
Trinity College-Hartford   2000 — 2004
BS, Economics

Trinity College-Hartford   2000 — 2004
Bachelor of Science (B.S.), Applied Economics

Matthew Kozlowski Matthew Kozlowski Greater Boston Area Details
Matthew Kozlowski's Fidelity Investments Experience March 2015 - Present
Job Director, Marketing Operations at Prospectiv
Industry Marketing and Advertising
Experience
Fidelity Investments   March 2015 - Present
Prospectiv  June 2007 - March 2014
Prospectiv  August 2004 - June 2008
CNET  April 2001 - August 2004
CNET Networks  September 1999 - April 2001
Senator Stephen M. Brewer   January 1997 - September 1999
Senator Robert D. Wetmore   June 1995 - January 1997
Carpenter Technology  October 1994 - June 1995

Skills
Lead Generation, Online Advertising, Email Marketing, SEM, Salesforce.com, Online Marketing, Advertising, Customer Acquisition, Analytics, Affiliate Marketing, Product Development, Product Management, Cross-functional..., Marketing Strategy, Social Media Marketing, Digital Strategy, Management, Project Management, Online Lead Generation, Display Advertising

Education
Trinity College-Hartford   1990 — 1994
BS, Psychology

Joanne Abitabilo Joanne Abitabilo Cincinnati Area Details
Joanne Abitabilo's Fidelity Investments Experience ManagerFidelity Investments2004 - 2008
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   ManagerFidelity Investments2004 - 2008
Fidelity Investments   1992 - 2008

Education
Thunderbird School of Global Management   1989 — 1989
MBA

Wittenberg University
BA

Brian Dufour Brian Dufour San Francisco Bay Area Details
Brian Dufour's Fidelity Investments Experience December 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2012 - Present
Morgan Stanley Wealth Management  January 2011 - December 2012
Morgan Stanley Smith Barney  September 2007 - January 2010
Citigroup  April 1998 - September 2007
Fidelity Investments   2005 - 2007

Skills
Series 7, Equities, Series 63, Financial Services, Securities, Relationship Management

Education
Trinity College-Hartford   1990 — 1994
B.A., English Literature

Wes Dodson Wes Dodson Greater Salt Lake City Area Details
Wes Dodson's Fidelity Investments Experience September 2014 - Present
Job Regional Account Delegate for Central Review at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2014 - Present
Fidelity Investments   January 2011 - Present
Fidelity Investments   September 2011 - October 2014
MB Trading  February 2008 - April 2010

Skills
Trading Systems, Risk Management, Equities, Trading, Options, Electronic Trading, Financial Markets, Portfolio Management, Derivatives, Series 7, Technical Analysis, Securities, FX Options, Commodity, Market Data, Fixed Income, Series 63, Mutual Funds, FINRA, Equity Trading, Foreign Exchange, Hedging, Currency, Stocks, Investment Strategies, Bonds, ETFs, Equity Derivatives, Investments, Asset Allocation, Financial Services, Stock Market, FX trading

Education
Towson University   2005 — 2008
BA, Business Administration

Jack McDonald Jack McDonald Greater Los Angeles Area Details
Jack McDonald's Fidelity Investments Experience January 2007 - Present
Job at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch  November 2012 - Present
Fidelity Investments   January 2007 - Present
DWS Scudder  1996 - 2007
CIGNA Retirement & Investment Services  1978 - 1995

Skills
Series 63, Investments, Series 7, Retirement, Securities, 401k, Mutual Funds

Education
Trinity College-Hartford   1974 — 1978
BA

Ryan Piacentini Ryan Piacentini Boston, Massachusetts Details
Ryan Piacentini's Fidelity Investments Experience November 2009 - January 2012
Job Assistant Vice President Global Asset Management at FactSet
Industry Financial Services
Experience
FactSet  January 2014 - Present
FactSet  October 2013 - January 2014
FactSet  January 2012 - October 2013
Fidelity Investments   November 2009 - January 2012
Sports Technologies  February 2009 - May 2009

Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Equities, PowerPoint, Investments, Finance, Data Analysis, Mutual Funds, Portfolio Management

Education
Trinity College-Hartford   2005 — 2009
BS, Economics, Models and Data

University of Sydney   2007 — 2007

Deering High School   2001 — 2005

Charles Russell Charles Russell Las Vegas, Nevada Area Details
Charles Russell's Fidelity Investments Experience September 1987 - February 1988
Job Managing Director at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP  September 2009 - Present
PwC  September 2004 - August 2009
Conway Stuart & Woodbury CPAs   May 1992 - September 2004
Coldwell Banker Las Vegas   April 1991 - April 1992
Eagle Star  April 1988 - December 1990
Fidelity Investments   September 1987 - February 1988

Skills
Auditing, Internal Audit, Business Advisory, Assurance, SEC reporting, Audit, Internal Controls, US GAAP, Gaming Industry, Tribal Gaming, Tribal Government, Tribal Consultation, IFRS, Sarbanes-Oxley, Casino, Management Consulting, Business Continuity, Insurance, Gasb, Compliance, Gaming regulations, Accounting advisory, Big 4, External Audit, GAAP, Sarbanes-Oxley Act, CPA, Financial Reporting, Financial Accounting, Accounting, Financial Audits, IT Audit, Revenue Recognition, Financial Analysis, Financial Statements, Cash Flow, Managerial Finance, General Ledger, Fraud, Mergers, Forensic Accounting, COSO, Due Diligence, Shared Services, Corporate Finance, Account Reconciliation, Variance Analysis, Reviews, Accountants, Finance Transformation

Education
UNLV   1992 — 1994

Trinity College Dublin   1983 — 1987
BBS, Business Studies

St Mary's College Rathmines Dublin   1977 — 1983

Deb Rasmussen Deb Rasmussen Greater Boston Area Details
Deb Rasmussen's Fidelity Investments Experience October 2000 - January 2006
Job Director Quality Assurance, Training and Network Development
Industry Hospital & Health Care
Experience
LifePlans, Inc.   February 2006 - Present
Fidelity Investments   October 2000 - January 2006
Sato Travel  June 1998 - June 2000
World Travel Holdings  September 1996 - October 1997
ARAMARK Refreshment Services  April 1996 - September 1996
American Food Systems  September 1994 - May 1996
Glacier Park, Inc.   April 1994 - September 1994
The Walt Disney Company  January 1992 - April 1994

Skills
Healthcare Management, Training, SPHR, Healthcare, Organizational..., Policy, Quality Assurance, Human Resources, HIPAA, Employee Training, Performance Management, Healthcare Consulting, Process Improvement, Leadership, Instructor-led Training, Recruiting, Contract Recruitment, Project Management, Event Management, Operations Management, Change Management, Full-life Cycle..., Food & Beverage, Food Safety, Health Insurance, Team Building, Team Leadership, Six Sigma, Food Management, Travel Management, Leisure Travel, Travel Planning, Tourism, Hospitality Management, Strategic Human..., Insurance

Education
Troy University
MS, Human Resources

University of Massachusetts, Amherst
B.S., Hospitality Administration/Management

Andy Keith, MBA Andy Keith, MBA Lynchburg, Virginia Area Details
Andy Keith, MBA's Fidelity Investments Experience 2007 - 2008
Job Director of Operations at Liberty University
Industry Higher Education
Experience
Liberty University  September 2014 - Present
Liberty University  August 2013 - September 2014
Liberty University Online  September 2012 - August 2013
Liberty University Online  August 2011 - September 2012
Liberty University Online  May 2011 - August 2011
Liberty University Online  July 2009 - January 2011
Fidelity Investments   2007 - 2008

Skills
Leadership, Leadership Development, Public Speaking, Admissions, Higher Education, Staff Development, PPC, Management, Analysis, Online Advertising, Strategic Communications, Media Buying, Public Relations, Event Planning, Social Networking, Social Media, Research, Social Media Marketing, Nonprofits, Fundraising, Blogging, Training, Facebook, Marketing, Online Marketing, Editing, Marketing Communications, Marketing Strategy, Teaching, Advertising

Education
Liberty University   2011 — 2013
Master of Business Administration (MBA)

Trinity Baptist College
Bachelor of Science

Ned Hurwitch Ned Hurwitch Greater Boston Area Details
Ned Hurwitch's Fidelity Investments Experience November 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Science

Paige Richardson Paige Richardson Knoxville, Tennessee Details
Paige Richardson's Fidelity Investments Experience November 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2012 - Present
Fidelity Investments   February 2012 - November 2012
US Bank  March 2010 - May 2011
Regions Bank  2007 - 2009
Bank of America  October 2001 - May 2007

Skills
Series 7, Series 63, Series 66, General Securities..., Series 9/10, General Securities...

Education
Transylvania University

Kristen Dooley Brown Kristen Dooley Brown Providence, Rhode Island Area Details
Kristen Dooley Brown's Fidelity Investments Experience March 2005 - June 2006
Job Consultant, Thought Leadership Marketing at U.S. Trust, Bank of America Private Wealth Management
Industry Marketing and Advertising
Experience
U.S. Trust, Bank of America Private Wealth Management   April 2012 - Present
TIAA-CREF  April 2011 - July 2011
The Hartford  October 2006 - March 2011
Fidelity Investments   March 2005 - June 2006
Fidelity Investments   March 1999 - March 2005
Scudder Investments  1995 - 1999

Skills
Integrated Marketing, Marketing Strategy, Product Development, Project Management, Public Relations, SharePoint, Social Media, Strategic Planning, Strategy, Vendor Management, 401k, Market Research, Marketing Management

Education
Trinity University-Washington   1986 — 1990
BA, English/Political Science

Bishop Feehan

Lily Reece Lily Reece Greater Boston Area Details
Lily Reece's Fidelity Investments Experience August 2011 - Present
Job Associate Interactive Producer
Industry Marketing and Advertising
Experience
Fidelity Investments   August 2011 - Present
Southgate Investments LLC   January 2011 - April 2011
Spaulding Rehabilitation Hospital  June 2009 - August 2009
IDG Connect  June 2009 - June 2009
Tory Burch  June 2008 - August 2008

Skills
Facebook, Marketing, Event Management, Social Media, Digital Marketing, Digital Strategy

Education
Trinity College-Hartford   2007 — 2011

Nancy Walton Nancy Walton Needham, Massachusetts Details
Nancy Walton's Fidelity Investments Experience 1978 - 1984
Job Watercolor and Oil Landscapes
Industry Arts and Crafts
Experience
Self -Employed  1984 - Present
Fidelity Investments   1978 - 1984

Education
Trinity College-Hartford   1972 — 1976
AB, French

Deborah Kane Deborah Kane Boston, Massachusetts Details
Deborah Kane's Fidelity Investments Experience March 2000 - September 2005
Job Senior Director, Intermediary Marketing at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  May 2010 - Present
Columbia Management  October 2005 - April 2010
Fidelity Investments   March 2000 - September 2005

Skills
Internal Communications, Speech Writing, Employee Surveys, Intermediary marketing, Mutual Funds, Marketing Communications, Financial Services, Investments, Competitive Analysis, Direct Marketing, Marketing, Marketing Strategy, Series 7, Social Media, Advertising, Corporate Communications, Event Planning, Email Marketing, Relationship Management

Education
Trinity University-Washington   1983 — 1987
Bachelor of Science (BS), English Language and Literature/Letters

Steve Thrasher Steve Thrasher Tyler, Texas Area Details
Steve Thrasher's Fidelity Investments Experience May 1997 - August 1997
Job Manager Network Operations, IT
Industry Telecommunications
Experience
Suddenlink Communications  August 2002 - Present
EDS, an HP company  April 1999 - July 2002
MCI Systemhouse  August 1997 - April 1999
Fidelity Investments   May 1997 - August 1997
Computer Task Group  March 1997 - May 1997
Computer Task Group  September 1996 - March 1997
Volt  May 1995 - March 1996

Skills
Cisco Technologies, Switches, Network Design, VoIP, MPLS, Routers, IP, Network Engineering, LAN-WAN, Telecommunications, Routing, Troubleshooting, WAN, Computer Network..., Ethernet, Networking, Cisco IOS, Cisco Routers, Cisco Call Manager, Cisco VoIP, Telephony, Network Architecture, Datacentres, Technical Support, Data Center

Education
Tyler Junior College   1988 — 1989
General Studies

Trinity Valley Community College   1987 — 1988
General Studies

kerry steele kerry steele Raleigh, North Carolina Details
kerry steele's Fidelity Investments Experience May 2007 - November 2008
Job Claim Representative at Federal Government
Industry Government Administration
Experience
Federal Government  March 2010 - Present
Employment Security Commission  November 2008 - March 2010
Fidelity Investments   May 2007 - November 2008

Education
Troy University
Master of Public Administration (MPA)

David Lannon David Lannon Hingham, Massachusetts Details
David Lannon's Fidelity Investments Experience September 2010 - June 2011
Job Manager Vice President at a Financial Services Co
Industry Financial Services
Experience
Wellington Management  June 2011 - Present
Fidelity Investments   September 2010 - June 2011
Fidelity Investments   May 2007 - September 2010

Skills
Vice President..., President Awards, Global IT Operations, Management, Enterprise Network, Enterprise Voice, Trading Systems, Enterprise Network..., Market Data, Engineering, Security Operations, Wireless Networking, Network Monitoring Tools, Network Traffic Analysis, System Monitoring, Information Security, Call Centers, Vendor Management, CCNP, MSCE, Matrix Management, CNE, Series 7-Lite, IPC, Cisco Technologies, Internet Security, Data Center, Disaster Recovery, Firewalls, Sourcefire, Bloomberg, PaloAlto, Reuters, AV, Investors, Netscaler, Juniper, PRTG, ODC, DAS, ITIL, FIX, Amazon Web Services..., Data Transport, Desktop Application..., Back Office, Avaya, Exadata, Contract Negotiation, Department Budgeting

Education
Trinity College, Dublin   1990 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering

Trinity College Dublin

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