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
Employee
Years
Job
Industry
Connor Vlahos Connor Vlahos's Fidelity Investments Experience December 2014 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments November 2013 - Present
Fidelity Investments September 2012 - November 2013
Skills
Customer Service, Sports, Marketing, Time Management, Investments, Mutual Funds, Social Media
Education
University of Arkansas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Arkansas, Sam M. Walton College of Business
Bachelor of Science, Business Administration; Finance; Global Economics and International Marketing
Fidelity Investments December 2014 - Present
Fidelity Investments November 2013 - Present
Fidelity Investments September 2012 - November 2013
Skills
Customer Service, Sports, Marketing, Time Management, Investments, Mutual Funds, Social Media
Education
University of Arkansas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Arkansas, Sam M. Walton College of Business
Bachelor of Science, Business Administration; Finance; Global Economics and International Marketing
Alan Kreuzberger Alan Kreuzberger's Fidelity Investments Experience September 2011 - June 2013
Job AVP, Portfolio Strategy Consultant at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Envestnet, Inc January 2015 - Present
Envestnet, Inc October 2013 - December 2014
Fidelity Investments September 2011 - June 2013
Morgan Stanley Smith Barney March 2010 - July 2011
Adelante Capital Management September 2006 - March 2010
Skills
Real Estate, Investment Management, Investments, Alternative Investments, Securities, Business Strategy, Wealth Management, Series 7, Series 66, Insurance, Finance, Portfolio Management
Education
Sonoma Valley High School
University of Arizona
Economics, Business Administration and Management, General
Blake Haase Blake Haase's Fidelity Investments Experience March 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
University of Alabama August 2009 - December 2013
ISM Capital LLP May 2013 - August 2013
McVean Trading May 2009 - August 2009
Skills
Sales Skills, Marketing Communications, Team Leadership, Performer, Ambitious, Microsoft Office, Social Media
Education
University of Alabama 2009 — 2013
Fidelity Investments March 2014 - Present
University of Alabama August 2009 - December 2013
ISM Capital LLP May 2013 - August 2013
McVean Trading May 2009 - August 2009
Skills
Sales Skills, Marketing Communications, Team Leadership, Performer, Ambitious, Microsoft Office, Social Media
Education
University of Alabama 2009 — 2013
Lin Edwards's Fidelity Investments Experience June 2000 - September 2004
Job SVP Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Womens Symphony League 2009 - 2011
Fidelity Investments June 2000 - September 2004
Shearson Lehman Brothers 1987 - 1994
Outlook Financial September 1983 - September 1987
United States Air Force September 1981 - September 1985
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Investment Strategies, 401k, Portfolio Management, Finance, Financial Services, Wealth, Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 7, Strategic Financial..., Financial Analysis, Strategy, Risk Management, Financial Risk, 401k Rollovers, Wealth Accumulation, Uniform Combined State..., Equities, Life Insurance, Fixed Annuities, Securities, Asset Management, IRAs, Financial Planners, FINRA, Loans, Wealth Management..., Financial Planning
Education
University of Alaska Anchorage 1982 — 1985
Merrill Lynch September 2004 - Present
Womens Symphony League 2009 - 2011
Fidelity Investments June 2000 - September 2004
Shearson Lehman Brothers 1987 - 1994
Outlook Financial September 1983 - September 1987
United States Air Force September 1981 - September 1985
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Estate Planning, Financial Advisory, Investment Strategies, 401k, Portfolio Management, Finance, Financial Services, Wealth, Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 7, Strategic Financial..., Financial Analysis, Strategy, Risk Management, Financial Risk, 401k Rollovers, Wealth Accumulation, Uniform Combined State..., Equities, Life Insurance, Fixed Annuities, Securities, Asset Management, IRAs, Financial Planners, FINRA, Loans, Wealth Management..., Financial Planning
Education
University of Alaska Anchorage 1982 — 1985
Scott Lux Scott Lux's Fidelity Investments Experience 1993 - 1999
Job
Industry Apparel & Fashion
Experience
TrendSeeder Corp August 2014 - Present
Diesel March 2013 - August 2014
Morgans Hotel Group October 2011 - October 2012
American Express February 2011 - October 2011
L'Oréal July 2010 - December 2010
POSSIBLE (Formerly ZAAZ) March 2006 - July 2010
Chase (Formerly Washington Mutual) November 2001 - March 2006
Infospace 1999 - November 2001
Fidelity Investments 1993 - 1999
Skills
Digital Marketing, E-commerce, Digital Strategy, Strategy, Online Advertising, Strategic Partnerships, Social Media, Product Management, Management, Business Development, Interactive Marketing, New Business Development, Leadership, Analytics, Social Media Marketing
Education
University of Alabama 1989 — 1993
Bachelor's Degree
University of Washington 1998 — 1999
Certificate Programs
TrendSeeder Corp August 2014 - Present
Diesel March 2013 - August 2014
Morgans Hotel Group October 2011 - October 2012
American Express February 2011 - October 2011
L'Oréal July 2010 - December 2010
POSSIBLE (Formerly ZAAZ) March 2006 - July 2010
Chase (Formerly Washington Mutual) November 2001 - March 2006
Infospace 1999 - November 2001
Fidelity Investments 1993 - 1999
Skills
Digital Marketing, E-commerce, Digital Strategy, Strategy, Online Advertising, Strategic Partnerships, Social Media, Product Management, Management, Business Development, Interactive Marketing, New Business Development, Leadership, Analytics, Social Media Marketing
Education
University of Alabama 1989 — 1993
Bachelor's Degree
University of Washington 1998 — 1999
Certificate Programs
Richard Pearson, CFA Richard Pearson, CFA's Fidelity Investments Experience 1993 - 1995
Job Director, Private Wealth Management at IA Clarington
Industry Financial Services
Experience
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
Private Wealth ManagementIA Clarington Investments January 2009 - Present
IA Clarington January 2006 - January 2009
CIBC Asset Management July 2004 - October 2005
Synergy Asset Management February 2001 - March 2004
Merrill Lynch Investment Managers October 1999 - February 2001
Atlas Mutual Funds November 1996 - October 1999
Spectrum United Mutual Funds 1995 - 1996
Fidelity Investments 1993 - 1995
Francophonie jeunesse de l'Alberta 1986 - 1988
Skills
Mutual Funds, Investments, Wealth Management, Investment Strategies, Investment Advisory, Alternative Investments, Asset Managment, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Securities, Asset Allocation, ETFs, Financial Advisory
Education
University of Alberta 1986 — 1990
Bachelor of Arts, Political Science, Economics
James Conway James Conway's Fidelity Investments Experience November 2008 - February 2011
Job Account Development Strategist, National Accounts
Industry Computer Software
Experience
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Defran Systems July 2012 - January 2013
DATIS June 2011 - July 2012
Fidelity Investments November 2008 - February 2011
JPMorgan October 2006 - September 2008
JP Morgan Chase March 2004 - October 2006
Lehman Brothers August 1998 - March 2003
Skills
Business Analysis, Program Management, Business Development, CRM, Business Intelligence, Prime Brokerage, Hedge Funds, Strategy, Investment Banking, Requirements Analysis, FX Options, Trading, Financial Services, Account Management, Integration, Management, Investments, Leadership, Enterprise Software, Business Planning, Trading Systems, Fixed Income, Finance, Databases, Software Development, Relationship Management, SaaS, Executive Management, Entrepreneurship, Sales, Training, Professional Services
Education
University of Arizona 1993 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
WT Clarke 1987 — 1993
High school
Elissa Dowden Elissa Dowden's Fidelity Investments Experience May 2013 - July 2013
Job Public Relations and Communications Manager at Shannon Specialty Floors, Inc.
Industry Public Relations and Communications
Experience
Shannon Specialty Floors, Inc. February 2015 - Present
Jackson October 2014 - February 2015
Jackson July 2014 - October 2014
Shirts For Greeks September 2013 - May 2014
University of Alabama August 2010 - May 2014
Culverhouse Investment Management Group September 2013 - April 2014
Fidelity Investments May 2013 - July 2013
SWBC November 2012 - May 2013
Fidelity Investments May 2012 - July 2012
Skills
Press Releases, Social Networking, Leadership, Media Relations, PowerPoint, Research, Public Speaking, InDesign, AP Style, Public Relations, Community Outreach, Facebook, Social Media, Teamwork, Microsoft Office, Photoshop, Blogging, Creative Writing, Corporate Communications, Microsoft Excel, Adobe Powerpoint, Adobe InDesign, Adobe Illustrator, Writing, Arts, Exel, Delegation, Written & Verbal..., Presentations, Professional..., Organization, Graphic Design, Strategic Communications, Relationship Management, Marketing Strategy
Education
University of Alabama 2010 — 2014
Bachelor's, Public Relations
Shannon Specialty Floors, Inc. February 2015 - Present
Jackson October 2014 - February 2015
Jackson July 2014 - October 2014
Shirts For Greeks September 2013 - May 2014
University of Alabama August 2010 - May 2014
Culverhouse Investment Management Group September 2013 - April 2014
Fidelity Investments May 2013 - July 2013
SWBC November 2012 - May 2013
Fidelity Investments May 2012 - July 2012
Skills
Press Releases, Social Networking, Leadership, Media Relations, PowerPoint, Research, Public Speaking, InDesign, AP Style, Public Relations, Community Outreach, Facebook, Social Media, Teamwork, Microsoft Office, Photoshop, Blogging, Creative Writing, Corporate Communications, Microsoft Excel, Adobe Powerpoint, Adobe InDesign, Adobe Illustrator, Writing, Arts, Exel, Delegation, Written & Verbal..., Presentations, Professional..., Organization, Graphic Design, Strategic Communications, Relationship Management, Marketing Strategy
Education
University of Alabama 2010 — 2014
Bachelor's, Public Relations
Amandeep Sharma's Fidelity Investments Experience November 2013 - March 2014
Job Sr. Systems Analyst at Cigna
Industry Hospital & Health Care
Experience
Cigna March 2014 - Present
Fidelity Investments November 2013 - March 2014
Verisk Analytics/Argus Information and Advisory Services January 2013 - November 2013
The University of Arizona January 2012 - December 2012
Union Bank May 2012 - August 2012
The University of Arizona September 2011 - December 2011
Skills
Business Intelligence, Data Analysis, SQL, Python 2.7, Database Design, Analytics, Business Analysis, SAS, Web Intelligence, Unix, Analysis, ETL, Visio, Tableau, Microsoft SQL Server, Microsoft Excel, Social Media, Perl, Business Objects, Requirements Gathering, MySQL, SQL Server Management..., Social Media Analysis, Oracle SQL, SQL Server, Google Analytics, Data Profiling, System Requirements, Linear Regression, Technical Documentation, Microsoft Business..., Data Loading
Education
University of Arizona 2011 — 2012
Master's, Management Information Systems
Independent Coursework
Cigna March 2014 - Present
Fidelity Investments November 2013 - March 2014
Verisk Analytics/Argus Information and Advisory Services January 2013 - November 2013
The University of Arizona January 2012 - December 2012
Union Bank May 2012 - August 2012
The University of Arizona September 2011 - December 2011
Skills
Business Intelligence, Data Analysis, SQL, Python 2.7, Database Design, Analytics, Business Analysis, SAS, Web Intelligence, Unix, Analysis, ETL, Visio, Tableau, Microsoft SQL Server, Microsoft Excel, Social Media, Perl, Business Objects, Requirements Gathering, MySQL, SQL Server Management..., Social Media Analysis, Oracle SQL, SQL Server, Google Analytics, Data Profiling, System Requirements, Linear Regression, Technical Documentation, Microsoft Business..., Data Loading
Education
University of Arizona 2011 — 2012
Master's, Management Information Systems
Independent Coursework
Vinayak Sambargi Vinayak Sambargi's Fidelity Investments Experience June 2007 - December 2007
Job Product Management @ Sojern
Industry Internet
Experience
Sojern October 2014 - Present
LinkedIn January 2014 - October 2014
LinkedIn November 2011 - January 2014
Yahoo! November 2009 - November 2011
US Airways January 2008 - November 2009
Fidelity Investments June 2007 - December 2007
University of Arizona January 2007 - December 2007
TCS 2005 - 2006
Skills
Data Analysis, Business Intelligence, Business Analysis, Marketing Strategy, Consumer Insights, Analytics, Customer Analytics, Data Mining, SQL, MySQL, Customer Intelligence, Quantitative Analytics, Advertising, Data Products, Customer Analysis, Customer Insight, Data Visualization, LinkedIn Recruiter, Analysis, E-commerce, Salesforce.com, Market Research, Competitive Analysis, Web Analytics, Hadoop, Strategy, Product Management, Management, Marketing, SEM, Big Data, Social Networking, Business Analytics, SaaS, Cross-functional Team..., Program Management
Education
University of Arizona 2006 — 2007
Master's degree, Management Information Systems, GPA: 3.5/4
University of Arizona, Eller College of Management 2006 — 2007
Masters, Management Information Systems
Visvesvaraya Technological University 2000 — 2004
Bachelors, Computer Science
Sojern October 2014 - Present
LinkedIn January 2014 - October 2014
LinkedIn November 2011 - January 2014
Yahoo! November 2009 - November 2011
US Airways January 2008 - November 2009
Fidelity Investments June 2007 - December 2007
University of Arizona January 2007 - December 2007
TCS 2005 - 2006
Skills
Data Analysis, Business Intelligence, Business Analysis, Marketing Strategy, Consumer Insights, Analytics, Customer Analytics, Data Mining, SQL, MySQL, Customer Intelligence, Quantitative Analytics, Advertising, Data Products, Customer Analysis, Customer Insight, Data Visualization, LinkedIn Recruiter, Analysis, E-commerce, Salesforce.com, Market Research, Competitive Analysis, Web Analytics, Hadoop, Strategy, Product Management, Management, Marketing, SEM, Big Data, Social Networking, Business Analytics, SaaS, Cross-functional Team..., Program Management
Education
University of Arizona 2006 — 2007
Master's degree, Management Information Systems, GPA: 3.5/4
University of Arizona, Eller College of Management 2006 — 2007
Masters, Management Information Systems
Visvesvaraya Technological University 2000 — 2004
Bachelors, Computer Science
J. Marc Ruggerio J. Marc Ruggerio's Fidelity Investments Experience 2011 - 2012
Job Regional Vice President at Fisher InvestmentsPrivate Client Group
Industry Investment Management
Experience
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Fisher Investments 2014 - Present
Fisher Investments 2012 - 2014
Fidelity Investments 2011 - 2012
U.S. Apartment Investor's, LLC 2009 - 2010
Pacific Life 2003 - 2009
Deutsche Bank 2000 - 2003
Protective Life / ProEquities 1998 - 2000
Jackson National Life 1998 - 1998
Knights of Columbus 1995 - 1998
Education
University of Alabama at Birmingham
Gregory McCarriston Gregory McCarriston's Fidelity Investments Experience June 2007 - August 2007
Job Copywriter | Editor
Industry Writing and Editing
Experience
Freelance 2009 - Present
Moncada Marketing January 2014 - August 2015
CBD.com July 2010 - January 2014
Fidelity Investments June 2007 - August 2007
Fidelity Investments June 2005 - December 2006
Skills
Marketing Communications, Social Media, Email Marketing, Editing, Facebook, Social Media Marketing, SEO, Blogging, Social Networking, Press Releases, Public Relations, Advertising, Media Relations, Marketing, Copywriting, Creative Writing, Copy Editing, Editorial, Research, Proofreading, Content Strategy
Education
University of Arizona 2004 — 2008
Bachelor of Arts, English Literature & Writing
Brooks School 2000 — 2004
High School/Secondary Diplomas and Certificates
Brookwood School 1991 — 2000
Freelance 2009 - Present
Moncada Marketing January 2014 - August 2015
CBD.com July 2010 - January 2014
Fidelity Investments June 2007 - August 2007
Fidelity Investments June 2005 - December 2006
Skills
Marketing Communications, Social Media, Email Marketing, Editing, Facebook, Social Media Marketing, SEO, Blogging, Social Networking, Press Releases, Public Relations, Advertising, Media Relations, Marketing, Copywriting, Creative Writing, Copy Editing, Editorial, Research, Proofreading, Content Strategy
Education
University of Arizona 2004 — 2008
Bachelor of Arts, English Literature & Writing
Brooks School 2000 — 2004
High School/Secondary Diplomas and Certificates
Brookwood School 1991 — 2000
Louis Feinberg Louis Feinberg's Fidelity Investments Experience June 2015 - Present
Job At
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
USAA April 2013 - April 2015
USAA April 2013 - March 2014
Aqua Spa & Patio Covers August 2012 - April 2013
The University of Arizona January 2011 - August 2012
Dash Designs May 2009 - December 2011
Modern Industries May 2008 - August 2008
Tempe YMCA August 2007 - January 2008
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Sales, Public Speaking, Teamwork, Process Improvement, Access, Event Management, Social Media, Research, English, Facebook, Visio, Microsoft Project, Equity Trading, Series 7, Series 63
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
University of Arizona, Eller College of Management
Fidelity Investments June 2015 - Present
USAA April 2013 - April 2015
USAA April 2013 - March 2014
Aqua Spa & Patio Covers August 2012 - April 2013
The University of Arizona January 2011 - August 2012
Dash Designs May 2009 - December 2011
Modern Industries May 2008 - August 2008
Tempe YMCA August 2007 - January 2008
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Sales, Public Speaking, Teamwork, Process Improvement, Access, Event Management, Social Media, Research, English, Facebook, Visio, Microsoft Project, Equity Trading, Series 7, Series 63
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
University of Arizona, Eller College of Management
Conner Davis Conner Davis's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Merchants Mortgage & Trust September 2014 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Capital Budgeting, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Time Management, Event Planning, Leadership, Data Analysis, Accounting, Social Networking, Social Media, Social Media Marketing, Facebook, Public Speaking
Education
University of Arizona 2010 — 2014
Eller College of Management, Finance
Bellarmine College Preparatory 2006 — 2010
Fidelity Investments June 2015 - Present
Merchants Mortgage & Trust September 2014 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Capital Budgeting, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Time Management, Event Planning, Leadership, Data Analysis, Accounting, Social Networking, Social Media, Social Media Marketing, Facebook, Public Speaking
Education
University of Arizona 2010 — 2014
Eller College of Management, Finance
Bellarmine College Preparatory 2006 — 2010
Taifur Chowdhury's Fidelity Investments Experience August 2013 - February 2014
Job Financial Analyst at JPMorgan Chase
Industry Retail
Experience
JPMorgan Chase February 2014 - Present
Fidelity Investments August 2013 - February 2014
Arvest Bank November 2011 - January 2013
Walmart May 2011 - November 2011
Acxiom August 2008 - July 2009
University of Central Arkansas August 2007 - September 2008
Skills
Financial Analysis, Finance, Account Reconciliation, Fixed Assets, Market Research, Retail, Equity Research, Vlookup, Financial Reporting, Fixed Asset Accounting, SQL, Variance Analysis, Collateral Management, Query Writing, Relationship Management, Tax Research, GAAP, Crystal Reports, Equity Trading, Salesforce.com, Pivot Tables, Commodities, Hlookups, CCH Research, XTRAC, Transfers Of Equity, trade resolution, QuickBooks, Call Reporting, Oracle Applications, Microsoft Excel, Financial Modeling, Customer Service, Management, Access, Microsoft Office, Accounting, Team Building, Liasoning
Education
University of Arkansas at Fayetteville 2009 — 2011
Financial Management, Finance, Mathematics
JPMorgan Chase February 2014 - Present
Fidelity Investments August 2013 - February 2014
Arvest Bank November 2011 - January 2013
Walmart May 2011 - November 2011
Acxiom August 2008 - July 2009
University of Central Arkansas August 2007 - September 2008
Skills
Financial Analysis, Finance, Account Reconciliation, Fixed Assets, Market Research, Retail, Equity Research, Vlookup, Financial Reporting, Fixed Asset Accounting, SQL, Variance Analysis, Collateral Management, Query Writing, Relationship Management, Tax Research, GAAP, Crystal Reports, Equity Trading, Salesforce.com, Pivot Tables, Commodities, Hlookups, CCH Research, XTRAC, Transfers Of Equity, trade resolution, QuickBooks, Call Reporting, Oracle Applications, Microsoft Excel, Financial Modeling, Customer Service, Management, Access, Microsoft Office, Accounting, Team Building, Liasoning
Education
University of Arkansas at Fayetteville 2009 — 2011
Financial Management, Finance, Mathematics
Cullen Bowden Cullen Bowden's Fidelity Investments Experience November 2000 - December 2002
Job Client Relationship Management at REDI Global Technologies
Industry Financial Services
Experience
REDI Global Technologies May 2014 - Present
Bank of America Merrill Lynch February 2007 - April 2014
RushGroup Technologies June 2006 - February 2007
RushTrade Securities, Inc June 2005 - June 2006
RushTrade Securities, Inc. December 2002 - June 2005
Fidelity Investments November 2000 - December 2002
Skills
Series 24, Series 7, Series 63, Equities, Bloomberg, Securities, Capital Markets, Mergers & Acquisitions, Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Client Relations Skills, Software Solution Sales, FIX, Software Documentation
Education
University of Arkansas 1996 — 2000
B.S.B.A., Financial Management
Pulaski Academy 1994 — 1996
High School
REDI Global Technologies May 2014 - Present
Bank of America Merrill Lynch February 2007 - April 2014
RushGroup Technologies June 2006 - February 2007
RushTrade Securities, Inc June 2005 - June 2006
RushTrade Securities, Inc. December 2002 - June 2005
Fidelity Investments November 2000 - December 2002
Skills
Series 24, Series 7, Series 63, Equities, Bloomberg, Securities, Capital Markets, Mergers & Acquisitions, Investments, Portfolio Management, Hedge Funds, Trading, Asset Management, Client Relations Skills, Software Solution Sales, FIX, Software Documentation
Education
University of Arkansas 1996 — 2000
B.S.B.A., Financial Management
Pulaski Academy 1994 — 1996
High School
Jason Nance Jason Nance's Fidelity Investments Experience May 2013 - August 2013
Job Data Scientist at RTI International
Industry Computer Software
Experience
RTI International June 2015 - Present
RTI International May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
The University of Alabama August 2012 - May 2013
Windsor Circle, Inc. May 2012 - August 2012
Skills
Python, NLTK, Oracle PL/SQL..., Git, SQL, Toad, SAS, C++, Windows, Ubuntu, SPSS, Vim, Microsoft Office, Visual Paradigm, Tortoise SVN, MySQL, SQLite
Education
University of Alabama 2011 — 2015
BS, Mathematics and Computer Science
RTI International June 2015 - Present
RTI International May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
The University of Alabama August 2012 - May 2013
Windsor Circle, Inc. May 2012 - August 2012
Skills
Python, NLTK, Oracle PL/SQL..., Git, SQL, Toad, SAS, C++, Windows, Ubuntu, SPSS, Vim, Microsoft Office, Visual Paradigm, Tortoise SVN, MySQL, SQLite
Education
University of Alabama 2011 — 2015
BS, Mathematics and Computer Science
Tom Mazzone Tom Mazzone's Fidelity Investments Experience 2006 - 2008
Job Head of Continuous Improvement and Business Transformation focusing on fast, agile, delivery of sustainable change
Industry Banking
Experience
Citizens Bank September 2014 - Present
NYU Polytechnic School of Engineering March 2000 - Present
International Association of Innovation Professionals July 2014 - Present
Citizens Bank September 2010 - September 2014
Fidelity Investments 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
A.T. Kearney 1993 - 1996
Lucas, McPhee 1992 - 1994
Skills
Strategic Planning, Program Management, Management Consulting, Business Analysis, Process Improvement, Change Management, Business Process..., Business Intelligence, Team Building, Operations Management, Coaching, Organizational..., Leadership Development, Team Management, Business Transformation, PMO, Vendor Management, Project Management, Management, Banking, CRM, Mentoring, Business Planning, Six Sigma, Strategy, Project Portfolio..., Leadership, MS Project, Start-ups, Teaching, Supply Chain Management, Risk Management, Cross-functional Team..., Training, Data Analysis, Business Process, Business Strategy, IT Strategy, Team Leadership, Project Planning, SDLC, Integration, Process Engineering, Resource Management, IT Management, Consulting, Governance, Visio, Executive Management, Software Project...
Education
University of Notre Dame
Bachelor's Degree, Business Administration and Accounting
University of Auckland
Master's Degree, Marketing and International Business
Theseus Institute
Master of Business Administration (M.B.A.), Strategy, Innovation and Information Technology
Citizens Bank September 2014 - Present
NYU Polytechnic School of Engineering March 2000 - Present
International Association of Innovation Professionals July 2014 - Present
Citizens Bank September 2010 - September 2014
Fidelity Investments 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
A.T. Kearney 1993 - 1996
Lucas, McPhee 1992 - 1994
Skills
Strategic Planning, Program Management, Management Consulting, Business Analysis, Process Improvement, Change Management, Business Process..., Business Intelligence, Team Building, Operations Management, Coaching, Organizational..., Leadership Development, Team Management, Business Transformation, PMO, Vendor Management, Project Management, Management, Banking, CRM, Mentoring, Business Planning, Six Sigma, Strategy, Project Portfolio..., Leadership, MS Project, Start-ups, Teaching, Supply Chain Management, Risk Management, Cross-functional Team..., Training, Data Analysis, Business Process, Business Strategy, IT Strategy, Team Leadership, Project Planning, SDLC, Integration, Process Engineering, Resource Management, IT Management, Consulting, Governance, Visio, Executive Management, Software Project...
Education
University of Notre Dame
Bachelor's Degree, Business Administration and Accounting
University of Auckland
Master's Degree, Marketing and International Business
Theseus Institute
Master of Business Administration (M.B.A.), Strategy, Innovation and Information Technology
Austin Morehead Austin Morehead's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments October 2014 - Present
XPO Logistics, Inc. July 2013 - February 2014
University of Arkansas (Walton School of Business) August 2008 - December 2012
Hollister Co June 2008 - August 2010
Plano Sr. Hockey Association May 2008 - August 2009
Joe's Pizza and Pasta June 2006 - July 2007
Skills
Customer Service, PowerPoint, Teamwork, Attention To Detail, Business Strategy, Microsoft Excel, Microsoft Word, Outlook, Always Punctual, Retail, Charismatic Leadership, Listener, Communication Skills, Problem Solving, Collaborative Problem..., Confident, Interpersonal Skill, Highly personable, Team Oriented, Leadership, Persuader, Great Motivator, Email Management, Time Management, Training, Public Speaking, Presenter, Social Media Marketing, Team Leadership, Microsoft Office, Marketing, Access, Logistics, Logistics Management, Supply Chain Management, Operations Management, Inventory Management, Social Media, Merchandising, Project Management, Sales, Business Analysis
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments October 2014 - Present
XPO Logistics, Inc. July 2013 - February 2014
University of Arkansas (Walton School of Business) August 2008 - December 2012
Hollister Co June 2008 - August 2010
Plano Sr. Hockey Association May 2008 - August 2009
Joe's Pizza and Pasta June 2006 - July 2007
Skills
Customer Service, PowerPoint, Teamwork, Attention To Detail, Business Strategy, Microsoft Excel, Microsoft Word, Outlook, Always Punctual, Retail, Charismatic Leadership, Listener, Communication Skills, Problem Solving, Collaborative Problem..., Confident, Interpersonal Skill, Highly personable, Team Oriented, Leadership, Persuader, Great Motivator, Email Management, Time Management, Training, Public Speaking, Presenter, Social Media Marketing, Team Leadership, Microsoft Office, Marketing, Access, Logistics, Logistics Management, Supply Chain Management, Operations Management, Inventory Management, Social Media, Merchandising, Project Management, Sales, Business Analysis
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eric Villanueva Eric Villanueva's Fidelity Investments Experience January 2015 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments November 2010 - June 2014
Skills
Business Analysis, Employee Benefits, Microsoft Excel, Microsoft Office, SDLC, Visio
Education
University of Arizona, Eller College of Management 2005 — 2009
Business, Management Information Systems
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - January 2015
Fidelity Investments November 2010 - June 2014
Skills
Business Analysis, Employee Benefits, Microsoft Excel, Microsoft Office, SDLC, Visio
Education
University of Arizona, Eller College of Management 2005 — 2009
Business, Management Information Systems
Thomas Haylon's Fidelity Investments Experience June 2011 - August 2011
Job Associate at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates September 2013 - Present
Charles River Associates July 2012 - September 2013
University of Notre Dame August 2008 - May 2012
University of Notre Dame Women's Basketball September 2009 - April 2012
Fidelity Investments June 2011 - August 2011
Staples June 2010 - December 2010
Skills
Excel, PowerPoint, Access, Word, Google Adwords, Public Speaking, Business Strategy, Organization, Entrepreneurship, Case Studies, Valuation, Finance, Accounting, Economics
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration, Finance
University College Dublin 2011 — 2011
Study Abroad, Business
Saint John's High School 2004 — 2008
Charles River Associates September 2013 - Present
Charles River Associates July 2012 - September 2013
University of Notre Dame August 2008 - May 2012
University of Notre Dame Women's Basketball September 2009 - April 2012
Fidelity Investments June 2011 - August 2011
Staples June 2010 - December 2010
Skills
Excel, PowerPoint, Access, Word, Google Adwords, Public Speaking, Business Strategy, Organization, Entrepreneurship, Case Studies, Valuation, Finance, Accounting, Economics
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration, Finance
University College Dublin 2011 — 2011
Study Abroad, Business
Saint John's High School 2004 — 2008
Ashley McKenzie Ashley McKenzie's Fidelity Investments Experience August 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2012 - August 2014
Fidelity Investments June 2011 - June 2012
Fidelity Investments September 2009 - June 2011
Skills
Training, Financial Services, Series 7, Customer Service, Series 63, Microsoft Excel, Leadership, Investments, PowerPoint, Microsoft Office, Training Facilitation, Coaching, SharePoint, Outlook, Relationship Management, Onboarding, Microsoft Word, Public Speaking
Education
University of New Hampshire 2006 — 2009
Bachelor, Political Science, Business Administration
University of Arizona 2005 — 2005
Regents College
Study abroad - London, UK
Fidelity Investments August 2014 - Present
Fidelity Investments June 2012 - August 2014
Fidelity Investments June 2011 - June 2012
Fidelity Investments September 2009 - June 2011
Skills
Training, Financial Services, Series 7, Customer Service, Series 63, Microsoft Excel, Leadership, Investments, PowerPoint, Microsoft Office, Training Facilitation, Coaching, SharePoint, Outlook, Relationship Management, Onboarding, Microsoft Word, Public Speaking
Education
University of New Hampshire 2006 — 2009
Bachelor, Political Science, Business Administration
University of Arizona 2005 — 2005
Regents College
Study abroad - London, UK
Kevin Rupprecht Kevin Rupprecht's Fidelity Investments Experience April 2014 - Present
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments January 2010 - July 2011
Fidelity Investments June 2008 - December 2009
Greenberg Financial Group July 2004 - August 2008
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fidelity Investments April 2014 - Present
Fidelity Investments August 2011 - March 2014
Fidelity Investments January 2010 - July 2011
Fidelity Investments June 2008 - December 2009
Greenberg Financial Group July 2004 - August 2008
Education
University of Arizona 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Sadikquah Perry Sadikquah Perry's Fidelity Investments Experience March 2004 - February 2005
Job Program Analyst at Bureau of Labor Statistics
Industry Government Administration
Experience
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Raymond Siu's Fidelity Investments Experience January 2015 - Present
Job Financial Representative II at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Vanguard January 2014 - January 2015
RuffaloCODY September 2013 - December 2013
Northwestern Mutual January 2013 - October 2013
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Financial Services, Sales, CRM, ETFs, Strategic Financial..., Financial Planning, Investments, Wealth Accumulation, Risk Management, Customer Service, Series 63
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2015 - Present
Vanguard January 2014 - January 2015
RuffaloCODY September 2013 - December 2013
Northwestern Mutual January 2013 - October 2013
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Financial Services, Sales, CRM, ETFs, Strategic Financial..., Financial Planning, Investments, Wealth Accumulation, Risk Management, Customer Service, Series 63
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Thomas McFarren, CFA Thomas McFarren, CFA's Fidelity Investments Experience June 2014 - Present
Job Investment Management
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
BlackRock December 2009 - May 2014
Barclays Global Investors August 2007 - November 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Risk Management, Derivatives, Global Macro, Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
M.S., Finance
University of Arizona, College of Medicine 2002 — 2006
B.S.H.S., Physiology
Fidelity Investments June 2014 - Present
BlackRock December 2009 - May 2014
Barclays Global Investors August 2007 - November 2009
Skills
Fixed Income, Portfolio Management, Asset Allocation, Risk Management, Derivatives, Global Macro, Investments
Education
University of Arizona, Eller College of Management 2006 — 2007
M.S., Finance
University of Arizona, College of Medicine 2002 — 2006
B.S.H.S., Physiology
Jim Bookout Jim Bookout's Fidelity Investments Experience July 1997 - December 2008
Job Team Lead, Technical Transitions & Projects at Atos
Industry Information Technology and Services
Experience
Atos April 2015 - Present
Atos International June 2011 - Present
ProLab, Inc. December 2009 - March 2011
ProLab, Inc. October 2009 - November 2009
Fidelity Investments July 1997 - December 2008
Interactive Business Systems December 1995 - June 1997
EDS April 1994 - December 1995
Memorex Telex October 1992 - March 1994
Amoco January 1990 - August 1992
Skills
VMware, Windows Server, Enterprise Software, Disaster Recovery, Project Management, ITIL, Infrastructure, Management, Active Directory, Data Center, IT Operations, ISO 20000, IT Management, IT Service Management, Outsourcing, Vendor Management, IT Strategy, Servers, Certified Novell..., SharePoint, Integration, Leadership, Virtualization, System Deployment, SDLC, Windows, Visio, VMware ESX, VMware Infrastructure, Microsoft Certified...
Education
University of Arkansas 1984 — 1989
BSCSE, Computer Science Engineering
Atos April 2015 - Present
Atos International June 2011 - Present
ProLab, Inc. December 2009 - March 2011
ProLab, Inc. October 2009 - November 2009
Fidelity Investments July 1997 - December 2008
Interactive Business Systems December 1995 - June 1997
EDS April 1994 - December 1995
Memorex Telex October 1992 - March 1994
Amoco January 1990 - August 1992
Skills
VMware, Windows Server, Enterprise Software, Disaster Recovery, Project Management, ITIL, Infrastructure, Management, Active Directory, Data Center, IT Operations, ISO 20000, IT Management, IT Service Management, Outsourcing, Vendor Management, IT Strategy, Servers, Certified Novell..., SharePoint, Integration, Leadership, Virtualization, System Deployment, SDLC, Windows, Visio, VMware ESX, VMware Infrastructure, Microsoft Certified...
Education
University of Arkansas 1984 — 1989
BSCSE, Computer Science Engineering
Jim Murphy, CFP®'s Fidelity Investments Experience 1990 - 1993
Job Managing Director, Portfolio Consultant, Private Client at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Charles Schwab November 2008 - Present
ING Investment Management November 2005 - January 2008
Charles Schwab 1996 - 2005
MFS Investment Management 1993 - 1996
Fidelity Investments 1990 - 1993
Skills
Sales Management, Wholesale, Alternative Investments, Mutual Funds, Series 63, Retirement Planning, Finance, Series 7, Portfolio Management
Education
University of Arizona
Finance, Finance
Tristan Ludwig, CFP® Tristan Ludwig, CFP®'s Fidelity Investments Experience September 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
E*TRADE Financial October 2012 - September 2015
Patelco Credit Union July 2012 - October 2012
CUSO September 2009 - December 2011
The San Francisco Bay Area Insurance Agency July 2007 - September 2009
Wells Fargo Bank September 2006 - June 2007
Wells Fargo Bank August 2005 - September 2006
Education
University of Arizona 2000 — 2004
BA, Economics
Fidelity Investments September 2015 - Present
E*TRADE Financial October 2012 - September 2015
Patelco Credit Union July 2012 - October 2012
CUSO September 2009 - December 2011
The San Francisco Bay Area Insurance Agency July 2007 - September 2009
Wells Fargo Bank September 2006 - June 2007
Wells Fargo Bank August 2005 - September 2006
Education
University of Arizona 2000 — 2004
BA, Economics
James Lunde, CFP® James Lunde, CFP®'s Fidelity Investments Experience October 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2012 - September 2014
Fidelity Investments August 2010 - August 2011
Vanguard June 2003 - August 2010
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Business Administration; Finance and Entrepreneurial Studies
Fidelity Investments October 2014 - Present
Fidelity Investments April 2012 - September 2014
Fidelity Investments August 2010 - August 2011
Vanguard June 2003 - August 2010
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Business Administration; Finance and Entrepreneurial Studies
Garrett Stasand's Fidelity Investments Experience May 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
ADP October 2011 - May 2013
Golden State Foods June 2010 - August 2010
Skills
Marketing, Microsoft Excel, Cold Calling, Time Management, PowerPoint, Salesforce.com, Finance
Education
University of Arizona 2007 — 2011
Bachelor of Arts, Economics, Business
Fidelity Investments May 2013 - Present
ADP October 2011 - May 2013
Golden State Foods June 2010 - August 2010
Skills
Marketing, Microsoft Excel, Cold Calling, Time Management, PowerPoint, Salesforce.com, Finance
Education
University of Arizona 2007 — 2011
Bachelor of Arts, Economics, Business
Lane Greer Lane Greer's Fidelity Investments Experience Business Improvement Team Training SpecialistABN AMRO / LaSalle Bank Corporation2004 - 2007
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Business Improvement Team Training SpecialistABN AMRO / LaSalle Bank Corporation2004 - 2007
Education
Series 7 and 63 Licenses 2007 — 2008
Financial Professional, Finance
Florida Real Estate Institute 2002 — 2002
Real Estate Salesperson License, Real Estate
University of Arizona 1982 — 1985
Fidelity Investments Business Improvement Team Training SpecialistABN AMRO / LaSalle Bank Corporation2004 - 2007
Education
Series 7 and 63 Licenses 2007 — 2008
Financial Professional, Finance
Florida Real Estate Institute 2002 — 2002
Real Estate Salesperson License, Real Estate
University of Arizona 1982 — 1985
Kyle McClain's Fidelity Investments Experience July 2015 - Present
Job Investment Sales Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
GuideStone Financial Resources June 2014 - August 2014
Deloitte June 2013 - August 2013
Dallas Airmotive June 2012 - August 2012
Education
University of Alabama 2012 — 2015
Bachelor of Science (B.S.), Economics and Finance
University of Alabama 2011 — 2015
Finance and Economics
Fidelity Investments July 2015 - Present
GuideStone Financial Resources June 2014 - August 2014
Deloitte June 2013 - August 2013
Dallas Airmotive June 2012 - August 2012
Education
University of Alabama 2012 — 2015
Bachelor of Science (B.S.), Economics and Finance
University of Alabama 2011 — 2015
Finance and Economics
Jamal Ali's Fidelity Investments Experience June 2015 - September 2015
Job Investments Intern at Fidelity Investments
Industry Financial Services
Experience
Al Rahmah School July 2014 - Present
Fidelity Investments June 2015 - September 2015
The Home Depot August 2013 - July 2014
Mariner Finance May 2013 - September 2013
Nike March 2012 - April 2013
Skills
Project Management, Operations Management, Time Management, Accounting, Leadership, Finance, Management, Research, Financial Accounting, Sales, Marketing, Event Planning
Education
University of Baltimore 2012 — 2016
BS, Business Administration, Finance, Accounting and Finance
Al Rahmah School July 2014 - Present
Fidelity Investments June 2015 - September 2015
The Home Depot August 2013 - July 2014
Mariner Finance May 2013 - September 2013
Nike March 2012 - April 2013
Skills
Project Management, Operations Management, Time Management, Accounting, Leadership, Finance, Management, Research, Financial Accounting, Sales, Marketing, Event Planning
Education
University of Baltimore 2012 — 2016
BS, Business Administration, Finance, Accounting and Finance
Carlo Dominguez Carlo Dominguez's Fidelity Investments Experience February 2012 - April 2014
Job MBA Candidate at the University of Virginia, Darden School of Business, Class of 2016
Industry Financial Services
Experience
NextEra Energy, Inc. June 2015 - August 2015
Fidelity Investments February 2012 - April 2014
Robinson Financial Group August 2011 - January 2012
Estructuras Bioclimaticas Avanzadas S.L. (Advanced Bioclimatic Structures) May 2010 - July 2010
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Customer Service, Excel, Securities, Valuation
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2007 — 2011
B.S.B.A., Financial Management/Investments
NextEra Energy, Inc. June 2015 - August 2015
Fidelity Investments February 2012 - April 2014
Robinson Financial Group August 2011 - January 2012
Estructuras Bioclimaticas Avanzadas S.L. (Advanced Bioclimatic Structures) May 2010 - July 2010
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Customer Service, Excel, Securities, Valuation
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2007 — 2011
B.S.B.A., Financial Management/Investments
Michael Tyler's Fidelity Investments Experience May 2012 - September 2012
Job Investment Management Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems February 2013 - July 2015
Fidelity Investments May 2012 - September 2012
Skills
Collaborative Problem..., Coaching, Event Management, Strategic Planning, Team Leadership, Recruiting
Education
University of Arizona, Eller College of Management 2010 — 2012
Marketing, Marketing Research
The Xavier Institute of Management and Entrepreneurship 2011 — 2011
Masconomet Regional High School 2005 — 2009
FactSet Research Systems February 2013 - July 2015
Fidelity Investments May 2012 - September 2012
Skills
Collaborative Problem..., Coaching, Event Management, Strategic Planning, Team Leadership, Recruiting
Education
University of Arizona, Eller College of Management 2010 — 2012
Marketing, Marketing Research
The Xavier Institute of Management and Entrepreneurship 2011 — 2011
Masconomet Regional High School 2005 — 2009
Claire Leddy's Fidelity Investments Experience 2002 - 2006
Job Marketing Project Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
Vistaprint June 2011 - April 2012
The Hartford April 2007 - February 2011
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Austin Knight Advertising 1984 - 1992
Skills
Vendor Management, Print Management, Digital Printing, Fulfillment Management, Marketing Communications, Cross-functional Team..., Recruitment Advertising, Project Management, Online Production, Print On Demand, Press Checks, CRM, Direct Mail, Strategy, Program Management, Management, Financial Services, Web Design, Marketing, Account Management, Budgets, Customer Service, Sales, Email Marketing, Analytics, Integrated Marketing, Direct Marketing, Relationship Management, Lead Generation
Education
University of Alabama 1978 — 1982
B.A., Advertising & Graphics
Lincoln Financial Group November 2012 - Present
Vistaprint June 2011 - April 2012
The Hartford April 2007 - February 2011
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Austin Knight Advertising 1984 - 1992
Skills
Vendor Management, Print Management, Digital Printing, Fulfillment Management, Marketing Communications, Cross-functional Team..., Recruitment Advertising, Project Management, Online Production, Print On Demand, Press Checks, CRM, Direct Mail, Strategy, Program Management, Management, Financial Services, Web Design, Marketing, Account Management, Budgets, Customer Service, Sales, Email Marketing, Analytics, Integrated Marketing, Direct Marketing, Relationship Management, Lead Generation
Education
University of Alabama 1978 — 1982
B.A., Advertising & Graphics
Christine Hollon Christine Hollon's Fidelity Investments Experience March 2000 - December 2008
Job
Industry Computer Software
Experience
Sabre Airline Solutions April 2011 - November 2012
US Census Bureau April 2010 - April 2011
Fidelity Investments March 2000 - December 2008
Northrop Grumman Corporation January 1999 - March 2000
American Airlines October 1997 - December 1998
Fidelity Investments March 1992 - October 1997
Cap Gemini Sogeti January 1988 - March 1992
General Dynamics June 1985 - January 1988
Skills
SDLC, Visio, XML, Oracle, Business Process..., Business Analysis, Integration, Quality Assurance, Testing, Agile Methodologies, SQL
Education
University of Arkansas 1981 — 1985
BSBA, Data Processing/Quantitative Analysis
Sabre Airline Solutions April 2011 - November 2012
US Census Bureau April 2010 - April 2011
Fidelity Investments March 2000 - December 2008
Northrop Grumman Corporation January 1999 - March 2000
American Airlines October 1997 - December 1998
Fidelity Investments March 1992 - October 1997
Cap Gemini Sogeti January 1988 - March 1992
General Dynamics June 1985 - January 1988
Skills
SDLC, Visio, XML, Oracle, Business Process..., Business Analysis, Integration, Quality Assurance, Testing, Agile Methodologies, SQL
Education
University of Arkansas 1981 — 1985
BSBA, Data Processing/Quantitative Analysis
Bradley Lubetkin's Fidelity Investments Experience March 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments February 2012 - January 2014
AIRINC Asia Pacific Ltd. June 2010 - August 2010
Camp Champions June 2009 - August 2009
Memorial Hermann Health System June 2008 - August 2008
Waste Management, Inc. June 2007 - August 2007
Skills
Series 7, Market Research, Portfolio Management, Mutual Funds, Series 66, Time Management
Education
UCLA 2014 — 2016
CFP® Candidate, University of California Los Angeles
University of Arizona, Eller College of Management 2007 — 2011
BS, Business Economics
CEA Global Campus in Madrid, Spain 2009 — 2009
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments February 2012 - January 2014
AIRINC Asia Pacific Ltd. June 2010 - August 2010
Camp Champions June 2009 - August 2009
Memorial Hermann Health System June 2008 - August 2008
Waste Management, Inc. June 2007 - August 2007
Skills
Series 7, Market Research, Portfolio Management, Mutual Funds, Series 66, Time Management
Education
UCLA 2014 — 2016
CFP® Candidate, University of California Los Angeles
University of Arizona, Eller College of Management 2007 — 2011
BS, Business Economics
CEA Global Campus in Madrid, Spain 2009 — 2009
Ernie Friend Ernie Friend's Fidelity Investments Experience June 2012 - March 2013
Job Systems Architect at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group March 2013 - Present
Fidelity Investments June 2012 - March 2013
Pegasystems March 2011 - May 2012
Fidelity Investments August 1998 - October 2010
Skills
Enterprise Architecture, Integration, Solution Architecture, SDLC, Systems Analysis, IT Strategy, Business Analysis, Software Development, Agile Methodologies, Enterprise Software, Architecture, Application Architecture, Software Project..., DB2, Software Documentation, Human Resources, Business Requirements, SOA, Websphere, COBOL, Testing, Project Management, Requirements Gathering, Data Warehousing, Databases, Requirements Analysis, Strategy, Analysis, Architectures, Business Process..., Financial Services, SQL, Agile Project Management, CICS, PMP, Scrum, Oracle, Data Modeling, Business Intelligence, TOGAF, Consulting, Information Technology
Education
University of Arizona
Bachelor's Degree, Finance
MassMutual Financial Group March 2013 - Present
Fidelity Investments June 2012 - March 2013
Pegasystems March 2011 - May 2012
Fidelity Investments August 1998 - October 2010
Skills
Enterprise Architecture, Integration, Solution Architecture, SDLC, Systems Analysis, IT Strategy, Business Analysis, Software Development, Agile Methodologies, Enterprise Software, Architecture, Application Architecture, Software Project..., DB2, Software Documentation, Human Resources, Business Requirements, SOA, Websphere, COBOL, Testing, Project Management, Requirements Gathering, Data Warehousing, Databases, Requirements Analysis, Strategy, Analysis, Architectures, Business Process..., Financial Services, SQL, Agile Project Management, CICS, PMP, Scrum, Oracle, Data Modeling, Business Intelligence, TOGAF, Consulting, Information Technology
Education
University of Arizona
Bachelor's Degree, Finance
Kerri Greer Kerri Greer's Fidelity Investments Experience August 2015 - Present
Job 401K and Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments November 2010 - Present
Citibank March 2005 - November 2010
Skills
Finance, Customer Service
Education
University of Alabama at Birmingham 2000 — 2004
Bachelor of Applied Science (BASc), Criminal Justice
Fidelity Investments August 2015 - Present
Fidelity Investments November 2010 - Present
Citibank March 2005 - November 2010
Skills
Finance, Customer Service
Education
University of Alabama at Birmingham 2000 — 2004
Bachelor of Applied Science (BASc), Criminal Justice
Jackson Williams Jackson Williams's Fidelity Investments Experience June 2015 - Present
Job Student at University of Alabama Finance & Economics
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Barcelona2be June 2014 - July 2014
Skills
English to Spanish, Microsoft Office, Microsoft Excel, English, Microsoft Word, Public Speaking, Spanish, Customer Service, Event Planning, Facebook, Leadership, PowerPoint, Sales, Social Media, Social Networking, Time Management, Teamwork, Team Leadership, Windows
Education
University of Alabama 2011 — 2015
Finance and Economics, Spanish minor
Fidelity Investments June 2015 - Present
Barcelona2be June 2014 - July 2014
Skills
English to Spanish, Microsoft Office, Microsoft Excel, English, Microsoft Word, Public Speaking, Spanish, Customer Service, Event Planning, Facebook, Leadership, PowerPoint, Sales, Social Media, Social Networking, Time Management, Teamwork, Team Leadership, Windows
Education
University of Alabama 2011 — 2015
Finance and Economics, Spanish minor
Melinda Widger Melinda Widger's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Hantz Group June 2013 - August 2013
Victoria's Secret April 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Networking, Teamwork, Time Management, Facebook, Event Planning, PowerPoint, Merchandising, Retail, Sales Management, Inventory Management, Sales, Visual Merchandising, Customer Service
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA), Finance
University College Dublin 2013 — 2013
International Business
Grosse Ile High School 2006 — 2010
Fidelity Investments March 2015 - Present
Hantz Group June 2013 - August 2013
Victoria's Secret April 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Networking, Teamwork, Time Management, Facebook, Event Planning, PowerPoint, Merchandising, Retail, Sales Management, Inventory Management, Sales, Visual Merchandising, Customer Service
Education
University of Kentucky 2010 — 2014
Bachelor of Business Administration (BBA), Finance
University College Dublin 2013 — 2013
International Business
Grosse Ile High School 2006 — 2010
David Canter David Canter's Fidelity Investments Experience September 2009 - Present
Job Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Post Advisory Group, LLC October 2008 - August 2009
Charles Schwab September 2004 - November 2008
Charles Schwab 2000 - 2004
Education
University of Baltimore School of Law 1990 — 1993
Juris Doctor (J.D.)
University of Wisconsin 1986 — 1990
Bachelor’s Degree, Political Science
Fidelity Investments September 2009 - Present
Post Advisory Group, LLC October 2008 - August 2009
Charles Schwab September 2004 - November 2008
Charles Schwab 2000 - 2004
Education
University of Baltimore School of Law 1990 — 1993
Juris Doctor (J.D.)
University of Wisconsin 1986 — 1990
Bachelor’s Degree, Political Science
William Somerville William Somerville's Fidelity Investments Experience May 2008 - August 2008
Job Sales Trainee at Carhartt
Industry Apparel & Fashion
Experience
Carhartt March 2015 - Present
BigCamo.com -- Oversize Outfitters, LLC. August 2010 - March 2015
Francis H. Hare, Attorney January 2010 - August 2010
Fidelity Investments May 2008 - August 2008
Skills
Microsoft Office, Sales, Customer Service, Social Media, Public Speaking, Leadership, Marketing, Event Planning, Research, Microsoft Excel, PowerPoint
Education
University of Alabama at Birmingham 2012 — 2014
Master of Business Administration (M.B.A.), Business
University of Mississippi 2005 — 2009
Bachelor's Degree, Economics and History
Carhartt March 2015 - Present
BigCamo.com -- Oversize Outfitters, LLC. August 2010 - March 2015
Francis H. Hare, Attorney January 2010 - August 2010
Fidelity Investments May 2008 - August 2008
Skills
Microsoft Office, Sales, Customer Service, Social Media, Public Speaking, Leadership, Marketing, Event Planning, Research, Microsoft Excel, PowerPoint
Education
University of Alabama at Birmingham 2012 — 2014
Master of Business Administration (M.B.A.), Business
University of Mississippi 2005 — 2009
Bachelor's Degree, Economics and History
Justin Kunz Justin Kunz's Fidelity Investments Experience 2014 - Present
Job VP, Relationship Manager Fidelity Family Office
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
Fidelity Investments 2014 - Present
Fidelity Investments 2012 - 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Shelton Capital Management June 2005 - January 2007
New York Life Insurance Company January 2003 - June 2005
Education
St Francis high school
University of Arizona
BS, Business Economics
University of Arizona, Eller College of Management
Business Economics
AJ Romero AJ Romero's Fidelity Investments Experience May 2014 - August 2014
Job Associate Consultant II at Cardinal Solutions
Industry Information Technology and Services
Experience
Cardinal Solutions July 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Teamwork, Windows, HTML, Social Media, Solutions Focused, ASP.NET MVC, Problem Solving, C#, WPF, .NET
Education
University of Alabama 2011 — 2015
Bachelor's Degree, Management Information Systems, General
Cardinal Solutions July 2015 - Present
Fidelity Investments May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Teamwork, Windows, HTML, Social Media, Solutions Focused, ASP.NET MVC, Problem Solving, C#, WPF, .NET
Education
University of Alabama 2011 — 2015
Bachelor's Degree, Management Information Systems, General
Jonathan Corcoran Jonathan Corcoran's Fidelity Investments Experience July 2013 - February 2014
Job Student at University of Arizona
Industry Financial Services
Experience
Vanguard September 2015 - Present
Fidelity Investments July 2013 - February 2014
Acclaim Foot and Ankle Center May 2011 - July 2013
Skills
Time Management, Leadership, Microsoft Excel, Financial Analysis, Data Analysis, Entrepreneurship, Teamwork, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Fundraising, Facebook, Social Networking, Research, Marketing, Sales, VBA
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, General
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's Degree, Finance
Desert Mountain High School 2007 — 2011
High School Diploma
Vanguard September 2015 - Present
Fidelity Investments July 2013 - February 2014
Acclaim Foot and Ankle Center May 2011 - July 2013
Skills
Time Management, Leadership, Microsoft Excel, Financial Analysis, Data Analysis, Entrepreneurship, Teamwork, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Fundraising, Facebook, Social Networking, Research, Marketing, Sales, VBA
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, General
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's Degree, Finance
Desert Mountain High School 2007 — 2011
High School Diploma
K.C. Watson K.C. Watson's Fidelity Investments Experience January 1995 - March 1997
Job CEO at Sherpa Digital Media
Industry Information Technology and Services
Experience
Sherpa Digital Media, Inc. July 2011 - Present
Polycom January 2010 - July 2011
OneTouch Systems July 2002 - January 2010
Innovatv (a Tata -America company) August 1999 - July 2002
Prudential Securities April 1997 - July 1998
Fidelity Investments January 1995 - March 1997
Skills
Strategic Partnerships, Salesforce.com, Enterprise Software, Video, SaaS, Business Development, Streaming Media, Solution Selling, Managed Services, Professional Services, Business Alliances, Integration, Mobile Devices, Business Strategy, Cloud Computing, Direct Sales, VoIP, Sales, Product Management, Product Marketing, Management, Lead Generation, Demand Generation, Digital Media, Start-ups, Strategy, Unified Communications, Sales Process, Channel Partners, Telecommunications, Go-to-market Strategy
Education
University of Arizona 1990 — 1994
Sherpa Digital Media, Inc. July 2011 - Present
Polycom January 2010 - July 2011
OneTouch Systems July 2002 - January 2010
Innovatv (a Tata -America company) August 1999 - July 2002
Prudential Securities April 1997 - July 1998
Fidelity Investments January 1995 - March 1997
Skills
Strategic Partnerships, Salesforce.com, Enterprise Software, Video, SaaS, Business Development, Streaming Media, Solution Selling, Managed Services, Professional Services, Business Alliances, Integration, Mobile Devices, Business Strategy, Cloud Computing, Direct Sales, VoIP, Sales, Product Management, Product Marketing, Management, Lead Generation, Demand Generation, Digital Media, Start-ups, Strategy, Unified Communications, Sales Process, Channel Partners, Telecommunications, Go-to-market Strategy
Education
University of Arizona 1990 — 1994
Bo McNeill Bo McNeill's Fidelity Investments Experience May 2000 - March 2001
Job Vice President, Fixed Income Broker at Crews & Associates
Industry Investment Banking
Experience
Crews & Associates March 2001 - Present
Fidelity Investments May 2000 - March 2001
Skills
Portfolio Management, Bloomberg, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Series 63, Securities, Corporate Finance
Education
University of Arkansas at Fayetteville
Finance, General
Crews & Associates March 2001 - Present
Fidelity Investments May 2000 - March 2001
Skills
Portfolio Management, Bloomberg, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Series 63, Securities, Corporate Finance
Education
University of Arkansas at Fayetteville
Finance, General
Donald Barber Donald Barber's Fidelity Investments Experience January 2003 - August 2006
Job Operations Excellence and Six Sigma/Lean consultant to clients in the financial services industry
Industry Financial Services
Experience
Smart Consulting December 2010 - Present
SunTrust Bank September 2006 - December 2010
Fidelity Investments January 2003 - August 2006
Huntington National Bank March 2000 - January 2003
BNY Mellon August 1992 - March 2000
Northwest Airlines August 1988 - September 1992
Skills
Six Sigma, Process Engineering, Business Transformation, Change Management, Management Consulting, Performance Improvement, Re-engineering, Business Process, Operational Excellence, Balanced Scorecard, Process Improvement, Continuous Improvement, Process Mapping, Business Process..., Kaizen, Process Excellence, TQM, Benchmarking, Project Portfolio..., Cost Reduction, Quality Management, Risk Management, Program Management, PMO, DMAIC, Business Analysis, Business Strategy, Performance Measurement, Lean Sigma, Performance Management, Process Management, Banking, Lean Initiatives, Cost Analysis, Strategic Planning, Metrics, Change Leadership, Business Process Design, Organizational Design, Business Process..., Process Consulting, Business Process Mapping, Leadership, Consulting, Business Process..., Vendor Management, Strategy, Management, Project Management, Financial Services
Education
University of Arkansas
MS, Industrial Engineering
University of Arkansas
BS, Industrial Engineering
Smart Consulting December 2010 - Present
SunTrust Bank September 2006 - December 2010
Fidelity Investments January 2003 - August 2006
Huntington National Bank March 2000 - January 2003
BNY Mellon August 1992 - March 2000
Northwest Airlines August 1988 - September 1992
Skills
Six Sigma, Process Engineering, Business Transformation, Change Management, Management Consulting, Performance Improvement, Re-engineering, Business Process, Operational Excellence, Balanced Scorecard, Process Improvement, Continuous Improvement, Process Mapping, Business Process..., Kaizen, Process Excellence, TQM, Benchmarking, Project Portfolio..., Cost Reduction, Quality Management, Risk Management, Program Management, PMO, DMAIC, Business Analysis, Business Strategy, Performance Measurement, Lean Sigma, Performance Management, Process Management, Banking, Lean Initiatives, Cost Analysis, Strategic Planning, Metrics, Change Leadership, Business Process Design, Organizational Design, Business Process..., Process Consulting, Business Process Mapping, Leadership, Consulting, Business Process..., Vendor Management, Strategy, Management, Project Management, Financial Services
Education
University of Arkansas
MS, Industrial Engineering
University of Arkansas
BS, Industrial Engineering
Asaf Savion's Fidelity Investments Experience October 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
First Technology Federal Credit Union October 2009 - March 2012
JP Morgan Chase/Washington Mutual January 2008 - October 2009
Wells Fargo April 2006 - April 2007
Education
University of Arizona 2001 — 2006
Bachelors of Science, Economics
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
First Technology Federal Credit Union October 2009 - March 2012
JP Morgan Chase/Washington Mutual January 2008 - October 2009
Wells Fargo April 2006 - April 2007
Education
University of Arizona 2001 — 2006
Bachelors of Science, Economics
Ken Murphy Ken Murphy's Fidelity Investments Experience 1997 - 1998
Job Director of Engineering at Rapid7
Industry Computer Software
Experience
Rapid7 November 2012 - Present
Lattice Engines February 2012 - October 2012
Monster December 2004 - January 2012
Soliloquy Learning 2002 - 2004
Peoplestreet 2000 - 2001
Surefire Commerce 1998 - 2000
Fidelity Investments 1997 - 1998
Bank of Ireland plc 1994 - 1997
Skills
Quality Assurance, Software Development, Agile Methodologies, SDLC, Scrum, Software Project..., Testing, Software Quality..., Test Automation, Test Planning, Test Automation..., CRM, XML, Performance Testing, Agile Testing, System Testing, JIRA, Selenium, SQL, SaaS, Leadership, Cloud Computing, Ruby, Engineering Management, Network Security, Security, IT Strategy, Design Patterns, Infrastructure Planning
Education
Portobello College Dublin 1993 — 1994
LLB, Law
University College Dublin 1990 — 1993
B.Sc, Comp. Sc.
Rapid7 November 2012 - Present
Lattice Engines February 2012 - October 2012
Monster December 2004 - January 2012
Soliloquy Learning 2002 - 2004
Peoplestreet 2000 - 2001
Surefire Commerce 1998 - 2000
Fidelity Investments 1997 - 1998
Bank of Ireland plc 1994 - 1997
Skills
Quality Assurance, Software Development, Agile Methodologies, SDLC, Scrum, Software Project..., Testing, Software Quality..., Test Automation, Test Planning, Test Automation..., CRM, XML, Performance Testing, Agile Testing, System Testing, JIRA, Selenium, SQL, SaaS, Leadership, Cloud Computing, Ruby, Engineering Management, Network Security, Security, IT Strategy, Design Patterns, Infrastructure Planning
Education
Portobello College Dublin 1993 — 1994
LLB, Law
University College Dublin 1990 — 1993
B.Sc, Comp. Sc.
TJ Drogaris's Fidelity Investments Experience December 2013 - Present
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2012 - December 2013
Self Employeed January 2011 - January 2013
JetBlue Airways June 2008 - August 2008
Klein's TaeKwonDo Academy March 2005 - July 2008
Merrill Lynch July 2007 - September 2007
Skills
Customer Service, Customer Retention, Process Improvement, Teamwork
Education
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration & Finance
Colts Neck Highschool 2004 — 2008
High School Diploma
Fidelity Investments December 2013 - Present
Fidelity Investments June 2012 - December 2013
Self Employeed January 2011 - January 2013
JetBlue Airways June 2008 - August 2008
Klein's TaeKwonDo Academy March 2005 - July 2008
Merrill Lynch July 2007 - September 2007
Skills
Customer Service, Customer Retention, Process Improvement, Teamwork
Education
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration & Finance
Colts Neck Highschool 2004 — 2008
High School Diploma
Ed Zeitler Ed Zeitler's Fidelity Investments Experience October 1990 - September 1995
Job at Westwood College
Industry Computer & Network Security
Experience
(ISC)2 May 2006 - June 2008
VW Credit, Inc. September 2001 - May 2006
Charles Schwab & Co. June 1995 - September 2001
Fidelity Investments October 1990 - September 1995
Bank of America 1988 - 1990
Skills
Risk Management, Architecture, Business Continuity, Information Security..., Security, Information Security, Disaster Recovery, Governance, IT Strategy, ITIL, Vendor Management, Information Technology, Penetration Testing, Computer Security, Enterprise Architecture, Data Security, CISSP, Business Continuity..., Leadership, Strategy, Risk Assessment, Management, Network Security, Security Awareness
Education
University of Alberta
Computer Science
University of Arizona
BS / MS, Math & Physics / Systems Engineering
(ISC)2 May 2006 - June 2008
VW Credit, Inc. September 2001 - May 2006
Charles Schwab & Co. June 1995 - September 2001
Fidelity Investments October 1990 - September 1995
Bank of America 1988 - 1990
Skills
Risk Management, Architecture, Business Continuity, Information Security..., Security, Information Security, Disaster Recovery, Governance, IT Strategy, ITIL, Vendor Management, Information Technology, Penetration Testing, Computer Security, Enterprise Architecture, Data Security, CISSP, Business Continuity..., Leadership, Strategy, Risk Assessment, Management, Network Security, Security Awareness
Education
University of Alberta
Computer Science
University of Arizona
BS / MS, Math & Physics / Systems Engineering
Randy Gabel Randy Gabel's Fidelity Investments Experience January 2012 - Present
Job Principal Systems Services & Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments 2005 - January 2012
Skills
Enterprise Software
Education
University of Advancing Technology 2011 — 2014
Bachelor of Science (BS), Network Security, 3.85
Fidelity Investments January 2012 - Present
Fidelity Investments 2005 - January 2012
Skills
Enterprise Software
Education
University of Advancing Technology 2011 — 2014
Bachelor of Science (BS), Network Security, 3.85
Christopher Groh Christopher Groh's Fidelity Investments Experience February 2015 - March 2015
Job Account Coordinator at Links Unlimited Inc.
Industry Sporting Goods
Experience
Links Unlimited Inc. May 2015 - Present
Mitch Korn goalie School July 2009 - Present
Fidelity Investments February 2015 - March 2015
20th Century theater May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Sales, Coaching, Customer Service
Education
University of Alabama in Huntsville 2010 — 2014
Links Unlimited Inc. May 2015 - Present
Mitch Korn goalie School July 2009 - Present
Fidelity Investments February 2015 - March 2015
20th Century theater May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Sales, Coaching, Customer Service
Education
University of Alabama in Huntsville 2010 — 2014
Jack Wooten, SPC PMI-ACP CSP's Fidelity Investments Experience August 2012 - February 2013
Job Ambassador for Good, GameChanger, Lynchpin, and Agile Coach
Industry Information Technology and Services
Experience
Ingage Partners, LLC December 2014 - Present
Vantiv February 2013 - December 2014
Fidelity Investments August 2012 - February 2013
Sogeti USA July 2011 - August 2012
DDR Technologies, Inc. June 2010 - July 2011
General Dynamics Information Technology October 2009 - May 2010
Unalisys March 2009 - August 2009
US Air Force Reserve Command July 2008 - March 2009
Army National Guard October 2007 - July 2008
US Army May 2006 - September 2007
Skills
Agile Methodologies, Project Management, Financial Services, Software Development, .NET, Agile Project Management, SQL, Scrum, Business Process, Enterprise Software, SharePoint, Process Improvement, PMO, Business Intelligence, Program Management, Business Analysis
Education
University of Arkansas at Little Rock 1991 — 1995
BS, Accounting
Ingage Partners, LLC December 2014 - Present
Vantiv February 2013 - December 2014
Fidelity Investments August 2012 - February 2013
Sogeti USA July 2011 - August 2012
DDR Technologies, Inc. June 2010 - July 2011
General Dynamics Information Technology October 2009 - May 2010
Unalisys March 2009 - August 2009
US Air Force Reserve Command July 2008 - March 2009
Army National Guard October 2007 - July 2008
US Army May 2006 - September 2007
Skills
Agile Methodologies, Project Management, Financial Services, Software Development, .NET, Agile Project Management, SQL, Scrum, Business Process, Enterprise Software, SharePoint, Process Improvement, PMO, Business Intelligence, Program Management, Business Analysis
Education
University of Arkansas at Little Rock 1991 — 1995
BS, Accounting
Nadim (Nick) Ash [contact@data-surge.com]'s Fidelity Investments Experience January 2007 - September 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Munters January 2013 - Present
Munters July 2010 - December 2012
Munters Corporation May 2008 - June 2010
Datasurge Co. January 1988 - May 2008
Dalbar, Inc. October 2007 - March 2008
Fidelity Investments January 2007 - September 2007
Fidelity Investments January 2006 - December 2006
Nortel Networks September 2000 - December 2005
GEOCOMP Corp. September 1998 - September 2000
Skills
SDLC
Education
University of Alabama 1984 — 1988
Ph.D., Engineering
University of Massachusetts Lowell 1979 — 1981
M.Sc., Engineering
University of Massachusetts Lowell 1975 — 1979
B.Sc., Engineering
Munters January 2013 - Present
Munters July 2010 - December 2012
Munters Corporation May 2008 - June 2010
Datasurge Co. January 1988 - May 2008
Dalbar, Inc. October 2007 - March 2008
Fidelity Investments January 2007 - September 2007
Fidelity Investments January 2006 - December 2006
Nortel Networks September 2000 - December 2005
GEOCOMP Corp. September 1998 - September 2000
Skills
SDLC
Education
University of Alabama 1984 — 1988
Ph.D., Engineering
University of Massachusetts Lowell 1979 — 1981
M.Sc., Engineering
University of Massachusetts Lowell 1975 — 1979
B.Sc., Engineering
Shane O'Brien's Fidelity Investments Experience May 2007 - Present
Job Vice President Internal Divisional Sales Manager, Broker Dealer Channel
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
RAA Wealth Management August 1998 - February 2007
Merrill Lynch June 1996 - August 1998
Education
University of Arizona 1993 — 1996
Fidelity Investments May 2007 - Present
RAA Wealth Management August 1998 - February 2007
Merrill Lynch June 1996 - August 1998
Education
University of Arizona 1993 — 1996
Sean Serrell, CFA's Fidelity Investments Experience March 2011 - September 2013
Job Senior Investment Analyst
Industry Financial Services
Experience
Transamerica March 2015 - Present
Standard Model Capital Strategy March 2014 - February 2015
Fidelity Investments March 2011 - September 2013
Fidelity Investments June 2006 - February 2011
Cornell University August 2002 - August 2004
Skills
Asset Allocation, Equities, Securities, Asset Management, Fixed Income, Strategy, Investments, Valuation, Bloomberg, Alternative Investments, Hedge Funds, Equity Research, Macro Analysis
Education
Cornell University 2000 — 2003
Master of Fine Arts (MFA), Creative Writing
University of Alabama 1995 — 1999
B.A., Interdisciplinary (Writing/Music)
Transamerica March 2015 - Present
Standard Model Capital Strategy March 2014 - February 2015
Fidelity Investments March 2011 - September 2013
Fidelity Investments June 2006 - February 2011
Cornell University August 2002 - August 2004
Skills
Asset Allocation, Equities, Securities, Asset Management, Fixed Income, Strategy, Investments, Valuation, Bloomberg, Alternative Investments, Hedge Funds, Equity Research, Macro Analysis
Education
Cornell University 2000 — 2003
Master of Fine Arts (MFA), Creative Writing
University of Alabama 1995 — 1999
B.A., Interdisciplinary (Writing/Music)
Kevin Mac Dermott's Fidelity Investments Experience October 2011 - September 2014
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Joel Marcus's Fidelity Investments Experience October 2007 - April 2013
Job Sr. Vice President, National Sales Manager at Sowell Management Services | Helping Advisors Find New Channels for Growth
Industry Financial Services
Experience
Sowell Management Services April 2014 - Present
AssetMark (formerly Genworth Financial Wealth Management) April 2013 - March 2014
Fidelity Investments October 2007 - April 2013
Advisor Partners April 2007 - September 2007
Schwab Institutional 2002 - 2007
Skills
Series 63, Series 7, Sales, Relationship Management, Asset Management, Registered Investment..., Business Development, Account Management
Education
University of Utah 1993 — 1995
Master's Candidate, Political Science
University of Amsterdam 1992 — 1993
European Social Studies
University of Utah 1989 — 1992
B.S., Political Science - International Relations
Arizona State University 1987 — 1989
Sowell Management Services April 2014 - Present
AssetMark (formerly Genworth Financial Wealth Management) April 2013 - March 2014
Fidelity Investments October 2007 - April 2013
Advisor Partners April 2007 - September 2007
Schwab Institutional 2002 - 2007
Skills
Series 63, Series 7, Sales, Relationship Management, Asset Management, Registered Investment..., Business Development, Account Management
Education
University of Utah 1993 — 1995
Master's Candidate, Political Science
University of Amsterdam 1992 — 1993
European Social Studies
University of Utah 1989 — 1992
B.S., Political Science - International Relations
Arizona State University 1987 — 1989
Vivien Zimon's Fidelity Investments Experience 1999 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 1999 - Present
John Hancock Advisors 1998 - 1999
Harvard Management Company 1995 - 1998
Skills
Requirements Analysis, Investments, SDLC, Software Project..., Agile Methodologies, PMP, Requirements Gathering, Fixed Income, Vendor Management, Business Analysis
Education
Project Management Institute 2006 — 2006
PMP, Project Management Certification
University College Dublin
BA, Economics abd Political Science
Fidelity Investments 1999 - Present
John Hancock Advisors 1998 - 1999
Harvard Management Company 1995 - 1998
Skills
Requirements Analysis, Investments, SDLC, Software Project..., Agile Methodologies, PMP, Requirements Gathering, Fixed Income, Vendor Management, Business Analysis
Education
Project Management Institute 2006 — 2006
PMP, Project Management Certification
University College Dublin
BA, Economics abd Political Science
Henry Conlon's Fidelity Investments Experience October 2011 - July 2014
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc. July 2014 - Present
Fidelity Investments October 2011 - July 2014
Skills
Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Investments, Financial Services, Strategic Financial..., Retirement, Portfolio Management, Relationship Management, Investment Advisory, Asset Management, Series 63, Series 7
Education
University College Dublin 1993 — 1997
Bachelor of Arts (BA)
St Mary's College Rathmines 1982 — 1993
Creative Planning Inc. July 2014 - Present
Fidelity Investments October 2011 - July 2014
Skills
Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Wealth Management, Investments, Financial Services, Strategic Financial..., Retirement, Portfolio Management, Relationship Management, Investment Advisory, Asset Management, Series 63, Series 7
Education
University College Dublin 1993 — 1997
Bachelor of Arts (BA)
St Mary's College Rathmines 1982 — 1993
Paula Hays's Fidelity Investments Experience January 1999 - Present
Job Director of Quality at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1999 - Present
CompuCom Systems, Inc January 1998 - January 1999
Schlumberger Industries January 1995 - January 1998
The University of Alabama January 1993 - January 1995
Education
University of Alabama 1989 — 2005
University of Alabama
M.S, Applied Statistics
University of Alabama
B.S, Mathematics
Fidelity Investments January 1999 - Present
CompuCom Systems, Inc January 1998 - January 1999
Schlumberger Industries January 1995 - January 1998
The University of Alabama January 1993 - January 1995
Education
University of Alabama 1989 — 2005
University of Alabama
M.S, Applied Statistics
University of Alabama
B.S, Mathematics
Jessica Whitworth's Fidelity Investments Experience October 2010 - December 2012
Job CFO and COO of Whitworth Inc.
Industry Executive Office
Experience
Fidelity Investments October 2010 - December 2012
Fidelity Investments August 2007 - October 2010
AIG Baker October 2006 - May 2007
Jessica McClintock May 2006 - October 2006
Skills
Microsoft Office, Customer Service, Banking, Microsoft Excel, Project Management, Leadership, PowerPoint, Financial Analysis, Strategic Planning, Process Improvement, Management, Finance
Education
University of Alabama 2007 — 2008
MA, Financial Planning and Counseling
University of Alabama 2002 — 2006
MS, Small Business Management & Entrepreneurship
Fidelity Investments October 2010 - December 2012
Fidelity Investments August 2007 - October 2010
AIG Baker October 2006 - May 2007
Jessica McClintock May 2006 - October 2006
Skills
Microsoft Office, Customer Service, Banking, Microsoft Excel, Project Management, Leadership, PowerPoint, Financial Analysis, Strategic Planning, Process Improvement, Management, Finance
Education
University of Alabama 2007 — 2008
MA, Financial Planning and Counseling
University of Alabama 2002 — 2006
MS, Small Business Management & Entrepreneurship
Dick Bugg's Fidelity Investments Experience February 2009 - Present
Job Vice President, Development at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2009 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments 1993 - Present
Fidelity Investment 1993 - Present
Fidelity Investments April 2004 - July 2006
Oracle 1989 - 1993
Skills
Program Management, Vendor Management, SDLC, Software Project..., Investments, Talent Management, Risk Management, Quality Assurance, CRM, Business Analysis, Financial Services, Outsourcing, Project Management, Management, Agile Methodologies, Process Improvement, Requirements Analysis
Education
University of Alabama 1977 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1977 — 1981
B. S., General Management
Fidelity Investments February 2009 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments 1993 - Present
Fidelity Investment 1993 - Present
Fidelity Investments April 2004 - July 2006
Oracle 1989 - 1993
Skills
Program Management, Vendor Management, SDLC, Software Project..., Investments, Talent Management, Risk Management, Quality Assurance, CRM, Business Analysis, Financial Services, Outsourcing, Project Management, Management, Agile Methodologies, Process Improvement, Requirements Analysis
Education
University of Alabama 1977 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Alabama 1977 — 1981
B. S., General Management
Sean DeZurik's Fidelity Investments Experience September 2007 - December 2008
Job Engineering Technical Lead at Duke University Health System
Industry Information Technology and Services
Experience
Duke University Health System April 2011 - Present
CSC December 2008 - November 2010
Fidelity Investments September 2007 - December 2008
Computer Sciences Corporation April 2005 - September 2007
OAO Technology Solutions November 2002 - April 2005
UPS Supply Chain Solutions October 2000 - October 2002
AT&T Wireless December 1999 - September 2000
Professional Baseball Umpire Corporation March 1991 - September 1993
Skills
AIX, HP-UX, Solaris, Unix, Cluster, Linux, System Administration, VMware, Red Hat Linux, Enterprise Architecture, Virtualization, Troubleshooting, Shell Scripting, Disaster Recovery, Servers, Storage, Perl, High Availability, IBM AIX
Education
University of Washington 1994 — 1995
BS, Biology
University of Arizona 1987 — 1990
Biology, Chemistry, Physics
Duke University Health System April 2011 - Present
CSC December 2008 - November 2010
Fidelity Investments September 2007 - December 2008
Computer Sciences Corporation April 2005 - September 2007
OAO Technology Solutions November 2002 - April 2005
UPS Supply Chain Solutions October 2000 - October 2002
AT&T Wireless December 1999 - September 2000
Professional Baseball Umpire Corporation March 1991 - September 1993
Skills
AIX, HP-UX, Solaris, Unix, Cluster, Linux, System Administration, VMware, Red Hat Linux, Enterprise Architecture, Virtualization, Troubleshooting, Shell Scripting, Disaster Recovery, Servers, Storage, Perl, High Availability, IBM AIX
Education
University of Washington 1994 — 1995
BS, Biology
University of Arizona 1987 — 1990
Biology, Chemistry, Physics
Sonya Nash's Fidelity Investments Experience 1997 - 2000
Job Owner, Nash Technology Professionals, Inc.
Industry Information Technology and Services
Experience
Nash Technology Professionals, Inc. May 2007 - Present
Vectren March 2004 - May 2007
Oracle Corporation November 2000 - February 2003
Fidelity Investments 1997 - 2000
Norrell 1996 - 1997
Education
University of Alabama in Huntsville 1987 — 1992
BA, Management Information Systems
Nash Technology Professionals, Inc. May 2007 - Present
Vectren March 2004 - May 2007
Oracle Corporation November 2000 - February 2003
Fidelity Investments 1997 - 2000
Norrell 1996 - 1997
Education
University of Alabama in Huntsville 1987 — 1992
BA, Management Information Systems
Trae Avant's Fidelity Investments Experience September 2006 - October 2012
Job Insurance/Financial Services Provider at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance December 2012 - Present
Fidelity Investments September 2006 - October 2012
Merrill Lynch October 2003 - 2005
Skills
Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement, Securities, Insurance, 401k, Financial Planning, Financial Services, Investment Strategies, Uniform Combined State...
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
State Farm Insurance December 2012 - Present
Fidelity Investments September 2006 - October 2012
Merrill Lynch October 2003 - 2005
Skills
Series 7, Series 63, Investments, Retirement Planning, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Strategic Financial..., Retirement, Securities, Insurance, 401k, Financial Planning, Financial Services, Investment Strategies, Uniform Combined State...
Education
University of Alabama 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Laura Hamre's Fidelity Investments Experience July 2011 - Present
Job Senior Director, Community Relations
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments October 2006 - July 2011
Blue Cross and Blue Shield of North Carolina Foundation 2004 - 2006
North Carolina State University 2003 - 2004
Plan It Washington, Inc. 1996 - 2003
AHC, Inc. 1994 - 1996
The Washington Center 1989 - 1994
Skills
Strategic Planning, Non-profits, Public Relations, Fundraising, Event Planning, Community Outreach, Corporate Communications, Nonprofits, Internal Communications, Community Development, Public Speaking, Strategic Communications, Program Management, Leadership, Event Management, Social Media, Volunteer Management, Leadership Development, Management, Program Development, Project Management, Marketing Communications
Education
University of Alabama
B.S., Education
University of Virginia
M.Ed., Higher Education Administration
Fidelity Investments July 2011 - Present
Fidelity Investments October 2006 - July 2011
Blue Cross and Blue Shield of North Carolina Foundation 2004 - 2006
North Carolina State University 2003 - 2004
Plan It Washington, Inc. 1996 - 2003
AHC, Inc. 1994 - 1996
The Washington Center 1989 - 1994
Skills
Strategic Planning, Non-profits, Public Relations, Fundraising, Event Planning, Community Outreach, Corporate Communications, Nonprofits, Internal Communications, Community Development, Public Speaking, Strategic Communications, Program Management, Leadership, Event Management, Social Media, Volunteer Management, Leadership Development, Management, Program Development, Project Management, Marketing Communications
Education
University of Alabama
B.S., Education
University of Virginia
M.Ed., Higher Education Administration
Annie Rayhill's Fidelity Investments Experience 1995 - 1998
Job Business Analyst
Industry Program Development
Experience
TCC Software Solutions May 2015 - Present
Community Montessori School February 2013 - November 2014
Purple Couch Designs January 2002 - January 2011
DEKA Research & Development 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Coaching, Customer Service, Leadership, Program Management, Research, Public Relations, Volunteer Management, Leadership Development
Education
University of Massachusetts, Amherst 1992 — 1994
MEd, Counesling Psychology & Teaching
University of Bath 1982 — 1986
BS, Pure Mathematics
TCC Software Solutions May 2015 - Present
Community Montessori School February 2013 - November 2014
Purple Couch Designs January 2002 - January 2011
DEKA Research & Development 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Coaching, Customer Service, Leadership, Program Management, Research, Public Relations, Volunteer Management, Leadership Development
Education
University of Massachusetts, Amherst 1992 — 1994
MEd, Counesling Psychology & Teaching
University of Bath 1982 — 1986
BS, Pure Mathematics
Sue Goetzinger's Fidelity Investments Experience October 2013 - Present
Job Sr. V.P. Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments January 2007 - October 2013
Skills
Retirement, 401k, Process Improvement
Education
University of Arizona
Bachelor of Science (BS), Accounting
Fidelity Investments October 2013 - Present
Fidelity Investments January 2007 - October 2013
Skills
Retirement, 401k, Process Improvement
Education
University of Arizona
Bachelor of Science (BS), Accounting
Tejan Crichton's Fidelity Investments Experience May 2005 - December 2007
Job Financial Wholesaler with Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2007 - Present
Fidelity Investments May 2005 - December 2007
Prudential October 2002 - May 2005
Skills
401k, Financial Services, Mutual Funds, Retirement, Securities, Finance, IRAs, FINRA, Sales, Series 63, Vendor Management, Investments, New Business Development, Series 6, Series 7, Series 99
Education
University of Alabama
Business Administration
Ascensus College Savings December 2007 - Present
Fidelity Investments May 2005 - December 2007
Prudential October 2002 - May 2005
Skills
401k, Financial Services, Mutual Funds, Retirement, Securities, Finance, IRAs, FINRA, Sales, Series 63, Vendor Management, Investments, New Business Development, Series 6, Series 7, Series 99
Education
University of Alabama
Business Administration
josh lutzker's Fidelity Investments Experience VP District Annuity SpecMerrill Lynch2002 - 2005
Job VP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments VP District Annuity SpecMerrill Lynch2002 - 2005
Allstate Insurance 1999 - 2002
Education
University of Arizona 1990 — 1993
BA
Fidelity Investments VP District Annuity SpecMerrill Lynch2002 - 2005
Allstate Insurance 1999 - 2002
Education
University of Arizona 1990 — 1993
BA
Anthony J. Anderson's Fidelity Investments Experience April 2012 - Present
Job Technical Lead Senior Messaging Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Blue Cross Blue Shield NC November 2010 - April 2012
Skills
System Administration, Microsoft Exchange, Disaster Recovery, Servers, Software Documentation, Hardware, Technical Support, Active Directory, Windows Server, Software Installation, VMware, DNS, Virtualization, Group Policy, IT Service Management, Blackberry Enterprise..., Powershell, Automation, Enterprise Architecture, IT Management, Enterprise Vault, Blackberry, Antivirus, C#, Scripting, VBScript, Architectures, IIS, Microsoft Technologies, System Deployment
Education
Chubb Institue of Technology 1996 — 1997
Certificate, Network Engineering
University of Arizona 1987 — 1990
N/A, Fine Arts
Fidelity Investments April 2012 - Present
Blue Cross Blue Shield NC November 2010 - April 2012
Skills
System Administration, Microsoft Exchange, Disaster Recovery, Servers, Software Documentation, Hardware, Technical Support, Active Directory, Windows Server, Software Installation, VMware, DNS, Virtualization, Group Policy, IT Service Management, Blackberry Enterprise..., Powershell, Automation, Enterprise Architecture, IT Management, Enterprise Vault, Blackberry, Antivirus, C#, Scripting, VBScript, Architectures, IIS, Microsoft Technologies, System Deployment
Education
Chubb Institue of Technology 1996 — 1997
Certificate, Network Engineering
University of Arizona 1987 — 1990
N/A, Fine Arts
Heather Castle CFP®, ChFC®, AIF®, MBA's Fidelity Investments Experience November 2012 - September 2015
Job VP Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Dave Weed's Fidelity Investments Experience June 2010 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Skills
State Bar of California
Education
Whittier Law School 2005 — 2008
Juris Doctor (J.D.)
University of Arizona 2001 — 2005
BA, Political Science, History
Fidelity Investments June 2010 - Present
Skills
State Bar of California
Education
Whittier Law School 2005 — 2008
Juris Doctor (J.D.)
University of Arizona 2001 — 2005
BA, Political Science, History
Rebecca Epstein's Fidelity Investments Experience 2010 - 2014
Job Associate Live Study Manager at PAREXEL
Industry Information Services
Experience
PAREXEL 2014 - Present
Fidelity Investments 2010 - 2014
Saint Bernadette School 2009 - 2010
Veritude 2009 - 2010
Veritude 2008 - 2009
Wheaton College (MA) 2005 - 2008
Wheaton College (MA) 2004 - 2008
Stop & Shop 2001 - 2008
Higgins Armory Museum 2007 - 2007
Skills
Research, Editing, Customer Service, Microsoft Excel, PowerPoint, Program Management, Data Entry, Data Analysis, Microsoft Office..., Microsoft Office, Management, Project Management, Leadership, Databases
Education
Wheaton College (MA) 2004 — 2008
B.A., English
University of Auckland 2007 — 2007
Notre Dame Academy 2000 — 2004
PAREXEL 2014 - Present
Fidelity Investments 2010 - 2014
Saint Bernadette School 2009 - 2010
Veritude 2009 - 2010
Veritude 2008 - 2009
Wheaton College (MA) 2005 - 2008
Wheaton College (MA) 2004 - 2008
Stop & Shop 2001 - 2008
Higgins Armory Museum 2007 - 2007
Skills
Research, Editing, Customer Service, Microsoft Excel, PowerPoint, Program Management, Data Entry, Data Analysis, Microsoft Office..., Microsoft Office, Management, Project Management, Leadership, Databases
Education
Wheaton College (MA) 2004 — 2008
B.A., English
University of Auckland 2007 — 2007
Notre Dame Academy 2000 — 2004
Rafi Joharjian's Fidelity Investments Experience October 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Merrill Edge April 2014 - July 2014
Fidelity Investments July 2009 - September 2013
Fidelity Investments February 2007 - July 2009
Fidelity Investments July 2005 - February 2007
Fidelity Investments September 1999 - July 2005
Skills
Series 7, Institutional..., Manage Client..., Mutual Funds, Microsoft Word, Microsoft Excel, Financial Services, Equities, CRM, Trading, Relationship Management, Securities, 401k, Asset Allocation
Education
University of Rhode Island
Bachelor of Arts (BA), Journalism
University of Bath
University of Nebraska-Lincoln
Fidelity Investments October 2014 - Present
Merrill Edge April 2014 - July 2014
Fidelity Investments July 2009 - September 2013
Fidelity Investments February 2007 - July 2009
Fidelity Investments July 2005 - February 2007
Fidelity Investments September 1999 - July 2005
Skills
Series 7, Institutional..., Manage Client..., Mutual Funds, Microsoft Word, Microsoft Excel, Financial Services, Equities, CRM, Trading, Relationship Management, Securities, 401k, Asset Allocation
Education
University of Rhode Island
Bachelor of Arts (BA), Journalism
University of Bath
University of Nebraska-Lincoln
Mac Newcomb's Fidelity Investments Experience 1993 - 1997
Job If What You Knew To Be True Turned Out Not To Be True When Would You Want To Know?
Industry Marketing and Advertising
Experience
Karatbars International - Affordable Gold by the Gram Affiliate March 2014 - Present
Karatbars International - Affordable Gold by the Gram Affiliate March 2014 - Present
Fidelity Investments 1993 - 1997
Skills
Advertising, Team Building, Marketing Strategy, Marketing Communications, Marketing, Strategic Planning, Microsoft Office, Social Media, New Business Development, Customer Service, Social Media Marketing, Public Relations, Microsoft Excel, Time Management, Market Research, Real Estate
Education
University of Arkansas at Monticello 1987 — 1990
Bachelor of Science (B.S.), Psychology
University of Mississippi 1984 — 1985
Karatbars International - Affordable Gold by the Gram Affiliate March 2014 - Present
Karatbars International - Affordable Gold by the Gram Affiliate March 2014 - Present
Fidelity Investments 1993 - 1997
Skills
Advertising, Team Building, Marketing Strategy, Marketing Communications, Marketing, Strategic Planning, Microsoft Office, Social Media, New Business Development, Customer Service, Social Media Marketing, Public Relations, Microsoft Excel, Time Management, Market Research, Real Estate
Education
University of Arkansas at Monticello 1987 — 1990
Bachelor of Science (B.S.), Psychology
University of Mississippi 1984 — 1985
Brian Metzger's Fidelity Investments Experience April 2013 - Present
Job Financial Analyst V / Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments January 2010 - March 2013
Verizon Business September 2004 - December 2009
Cingular Wireless 2002 - 2004
Kafoury, Armstrong & Co. August 1999 - July 2001
Education
University of Arizona 1996 — 1999
BS, Accounting & Finance
Fidelity Investments April 2013 - Present
Fidelity Investments January 2010 - March 2013
Verizon Business September 2004 - December 2009
Cingular Wireless 2002 - 2004
Kafoury, Armstrong & Co. August 1999 - July 2001
Education
University of Arizona 1996 — 1999
BS, Accounting & Finance
Reed Ethington's Fidelity Investments Experience October 2012 - Present
Job Help Desk Specialist at Fidelity Investments
Industry Airlines/Aviation
Experience
Nexius March 2014 - Present
Fidelity Investments October 2012 - Present
American Airlines October 2008 - October 2012
Tucson Electric Power 2003 - 2008
Integrated Practice Solutions 2001 - 2002
Skills
Troubleshooting, Active Directory, Windows 7, Technical Support, Help Desk Support, Information Technology, Windows XP, Windows Server, Visio, Servers, VMware, SharePoint, DNS, Disaster Recovery, ITIL
Education
University of Arizona 2003 — 2007
Nexius March 2014 - Present
Fidelity Investments October 2012 - Present
American Airlines October 2008 - October 2012
Tucson Electric Power 2003 - 2008
Integrated Practice Solutions 2001 - 2002
Skills
Troubleshooting, Active Directory, Windows 7, Technical Support, Help Desk Support, Information Technology, Windows XP, Windows Server, Visio, Servers, VMware, SharePoint, DNS, Disaster Recovery, ITIL
Education
University of Arizona 2003 — 2007
Brent Davidoff's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
PCS Research Services July 2012 - July 2014
JPMorgan Chase July 2011 - July 2012
Northwestern Mutual January 2009 - July 2011
Skills
Series 63, Series 7, Investments, Mutual Funds, Sales
Education
University of Arizona 2004 — 2008
BA, Psychology
Fidelity Investments July 2014 - Present
PCS Research Services July 2012 - July 2014
JPMorgan Chase July 2011 - July 2012
Northwestern Mutual January 2009 - July 2011
Skills
Series 63, Series 7, Investments, Mutual Funds, Sales
Education
University of Arizona 2004 — 2008
BA, Psychology
Erica Alldredge's Fidelity Investments Experience June 2014 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments November 2010 - December 2012
Fidelity Investments July 2010 - November 2010
JBS & Associates December 2008 - August 2009
TCF Bank January 2006 - August 2006
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance Major, Math Minor
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments November 2010 - December 2012
Fidelity Investments July 2010 - November 2010
JBS & Associates December 2008 - August 2009
TCF Bank January 2006 - August 2006
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance Major, Math Minor
Maria Linehan's Fidelity Investments Experience September 2004 - February 2005
Job Program Coordinator at Alberta Health Services
Industry Hospital & Health Care
Experience
Alberta Health Services February 2011 - Present
Alberta Health Services August 2006 - February 2011
Fidelity Investments September 2004 - February 2005
Skills
Public Health, Healthcare, Project Management, Project Coordination, Program Evaluation, Process Improvement, Program Development, Program Management, Visio, Project Planning, MS Project
Education
The University of Calgary 2010 — 2011
Certificate in Patient Safety and Quality
University of Alberta 1998 — 2002
Bachelor of Physicial Education, Physical Activity and Sport Performance
Alberta Health Services February 2011 - Present
Alberta Health Services August 2006 - February 2011
Fidelity Investments September 2004 - February 2005
Skills
Public Health, Healthcare, Project Management, Project Coordination, Program Evaluation, Process Improvement, Program Development, Program Management, Visio, Project Planning, MS Project
Education
The University of Calgary 2010 — 2011
Certificate in Patient Safety and Quality
University of Alberta 1998 — 2002
Bachelor of Physicial Education, Physical Activity and Sport Performance
Bonnie Hui, CPA, CMA's Fidelity Investments Experience April 2008 - January 2014
Job Accounting professional seeking opportunities in West Palm Beach
Industry Financial Services
Experience
NuCO2 (Temporary via Robert Half) April 2015 - June 2015
Fidelity Investments April 2008 - January 2014
Fidelity Investments December 2005 - March 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments April 2004 - December 2004
Fidelity Investments December 2000 - April 2004
Servus Credit Union July 2000 - November 2000
Skills
Risk Management, Leadership, Mutual Funds, Investments, Financial Analysis, Valuation, Business Analysis, Management, Analysis, Retirement Planning, Retirement, Investment Strategies, Financial Advisory, Pensions, Banking, Financial Services
Education
Certified Management Accountants of Ontario 2013 — 2014
Certified Management Accountant (CMA)
University of Alberta 1996 — 2000
Bachelors, Finance
NuCO2 (Temporary via Robert Half) April 2015 - June 2015
Fidelity Investments April 2008 - January 2014
Fidelity Investments December 2005 - March 2008
Fidelity Investments January 2005 - December 2005
Fidelity Investments April 2004 - December 2004
Fidelity Investments December 2000 - April 2004
Servus Credit Union July 2000 - November 2000
Skills
Risk Management, Leadership, Mutual Funds, Investments, Financial Analysis, Valuation, Business Analysis, Management, Analysis, Retirement Planning, Retirement, Investment Strategies, Financial Advisory, Pensions, Banking, Financial Services
Education
Certified Management Accountants of Ontario 2013 — 2014
Certified Management Accountant (CMA)
University of Alberta 1996 — 2000
Bachelors, Finance
Walter Johns's Fidelity Investments Experience March 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments March 2002 - June 2012
Education
University of Alabama
Fidelity Investments March 2012 - Present
Fidelity Investments March 2002 - June 2012
Education
University of Alabama
Charles Bunton's Fidelity Investments Experience September 2001 - Present
Job Chartered Organization Representative at Boy Scouts of America
Industry Financial Services
Experience
Fidelity Investments September 2001 - Present
C F Bunton, Inc. July 1996 - December 1999
Skills
Business Analysis, Risk Management, Requirements Analysis, Strategic Planning, Project Management, Budgets, Cross-functional Team..., Team Building, Customer Service, Microsoft Excel, Accounting, Leadership Development, Microsoft Office, PowerPoint, 401k, Mutual Funds, Recruiting, Retirement, Staff Development, Retirement Planning, Program Management, Volunteer Management, Fundraising, Leadership, E-Learning, Training, Employee Benefits, System Administration, Software Documentation, Access, Process Improvement, Analysis, Visio, Finance, Auditing
Education
Thomas Moore College 2002 — 2004
Master of Business Administration (M.B.A.), Project Management
University of Alabama 1988 — 1994
Bachelor of Arts (B.A.), Financial Planning and Services
Fidelity Investments September 2001 - Present
C F Bunton, Inc. July 1996 - December 1999
Skills
Business Analysis, Risk Management, Requirements Analysis, Strategic Planning, Project Management, Budgets, Cross-functional Team..., Team Building, Customer Service, Microsoft Excel, Accounting, Leadership Development, Microsoft Office, PowerPoint, 401k, Mutual Funds, Recruiting, Retirement, Staff Development, Retirement Planning, Program Management, Volunteer Management, Fundraising, Leadership, E-Learning, Training, Employee Benefits, System Administration, Software Documentation, Access, Process Improvement, Analysis, Visio, Finance, Auditing
Education
Thomas Moore College 2002 — 2004
Master of Business Administration (M.B.A.), Project Management
University of Alabama 1988 — 1994
Bachelor of Arts (B.A.), Financial Planning and Services
Monica Spencer's Fidelity Investments Experience 1999 - 2002
Job Experienced HR/Operations Manager
Industry Human Resources
ABDULLA MAMUWALA's Fidelity Investments Experience September 2012 - July 2013
Job Application Developer at Whataburger
Industry Information Technology and Services
Experience
Whataburger November 2013 - Present
Fidelity Investments September 2012 - July 2013
Nexeon Intl. Corp. August 2006 - May 2012
Skills
J2EE Application..., Tibco BW
Education
University of Alabama at Birmingham 2002 — 2004
Master's degree, Electrical Engineering
Whataburger November 2013 - Present
Fidelity Investments September 2012 - July 2013
Nexeon Intl. Corp. August 2006 - May 2012
Skills
J2EE Application..., Tibco BW
Education
University of Alabama at Birmingham 2002 — 2004
Master's degree, Electrical Engineering
Mac Newcomb's Fidelity Investments Experience 1993 - 1996
Job Independent Business Consultant at Lyoness Management Americas, Inc.
Industry Management Consulting
Experience
Lyoness Management Americas, Inc. December 2012 - Present
Self-employed 1997 - Present
Compass Financial 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
Sales
Education
University of Arkansas at Monticello 1986 — 1989
Bachelor of Science (BSc), Psychology / Business minor
University of Mississippi 1984 — 1985
General Studies
Lyoness Management Americas, Inc. December 2012 - Present
Self-employed 1997 - Present
Compass Financial 1996 - 1997
Fidelity Investments 1993 - 1996
Skills
Sales
Education
University of Arkansas at Monticello 1986 — 1989
Bachelor of Science (BSc), Psychology / Business minor
University of Mississippi 1984 — 1985
General Studies
Bakha Komak's Fidelity Investments Experience April 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - April 2015
Vanguard December 2012 - October 2014
Vanguard August 2012 - December 2012
Skills
Series 7, Series 63, Equity Trading, Mutual Funds, ETFs, Investments, Research, Analysis, Thompson One, Project Management, Customer Service, On the Job Training, Data Analysis, Group Discussions, Training, Social Media, Sales
Education
University of Arizona 2007 — 2011
Bachelor's Degree, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - April 2015
Vanguard December 2012 - October 2014
Vanguard August 2012 - December 2012
Skills
Series 7, Series 63, Equity Trading, Mutual Funds, ETFs, Investments, Research, Analysis, Thompson One, Project Management, Customer Service, On the Job Training, Data Analysis, Group Discussions, Training, Social Media, Sales
Education
University of Arizona 2007 — 2011
Bachelor's Degree, Economics
DeMone Gillette's Fidelity Investments Experience June 2010 - July 2013
Job Insurance Customer Service Rep at USAble Life
Industry Financial Services
Experience
USAble Life July 2013 - Present
Fidelity Investments June 2010 - July 2013
Skills
Access, Outlook, Microsoft Excel, Administrative..., Lotus Notes, Data Analysis, Microsoft Office, PeopleSoft, Banking, Data Entry, Customer Service, Microsoft Word, PowerPoint, Financial Analysis, Process Improvement
Education
University of Arkansas at Little Rock 2002 — 2007
USAble Life July 2013 - Present
Fidelity Investments June 2010 - July 2013
Skills
Access, Outlook, Microsoft Excel, Administrative..., Lotus Notes, Data Analysis, Microsoft Office, PeopleSoft, Banking, Data Entry, Customer Service, Microsoft Word, PowerPoint, Financial Analysis, Process Improvement
Education
University of Arkansas at Little Rock 2002 — 2007
Pat Wellington's Fidelity Investments Experience April 1997 - July 2004
Job Software Developer
Industry Computer Software
Experience
Nisanu January 2009 - Present
Vigillo LLC September 2012 - June 2014
AZAD Technology Partners May 2009 - January 2012
Capstone Technology February 2007 - March 2009
Unicru/Kronos July 2004 - February 2007
Fidelity Investments April 1997 - July 2004
Blue Cross Blue Shield of Massachusetts May 1995 - February 1996
Fidelity Investments February 1994 - May 1995
Envoy Systems February 1991 - February 1994
Massachusetts Department of Revenue August 1988 - January 1991
Skills
Java, Eclispe, Linux, C#, MySQL, SQL, Amazon Web Services..., ASP.NET, C
Education
University of Massachusetts Boston 1989 — 1995
None, Computer Science, 3.67 GPA
University of Alaska Anchorage 1980 — 1987
Bachelor of Science (BS), Mathematics
Nisanu January 2009 - Present
Vigillo LLC September 2012 - June 2014
AZAD Technology Partners May 2009 - January 2012
Capstone Technology February 2007 - March 2009
Unicru/Kronos July 2004 - February 2007
Fidelity Investments April 1997 - July 2004
Blue Cross Blue Shield of Massachusetts May 1995 - February 1996
Fidelity Investments February 1994 - May 1995
Envoy Systems February 1991 - February 1994
Massachusetts Department of Revenue August 1988 - January 1991
Skills
Java, Eclispe, Linux, C#, MySQL, SQL, Amazon Web Services..., ASP.NET, C
Education
University of Massachusetts Boston 1989 — 1995
None, Computer Science, 3.67 GPA
University of Alaska Anchorage 1980 — 1987
Bachelor of Science (BS), Mathematics
Dora Olson's Fidelity Investments Experience April 2007 - March 2010
Job Marketing Consultant at Fidelity Investments
Industry Financial Services
Experience
Self Employed July 2012 - Present
Toys"R"Us, Inc. March 2010 - July 2012
Fidelity Investments April 2007 - March 2010
Skills
Marketing Strategy, Social Media Marketing, Marketing Communications, Online Marketing
Education
University of Baltimore
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations
Self Employed July 2012 - Present
Toys"R"Us, Inc. March 2010 - July 2012
Fidelity Investments April 2007 - March 2010
Skills
Marketing Strategy, Social Media Marketing, Marketing Communications, Online Marketing
Education
University of Baltimore
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank